2018-06-13 Finance Committee Agenda Packet - Open Session
MINUTES OPEN SESSION FINANCE COMMITTEE MEETING
APRIL 17, 2018 AT 4:30 PM
th
8 FLOOR BOARDROOM, CITY HALL
Present: Mayor D. Darling
Councillor D. Merrithew
Councillor G. Sullivan
Councillor S. Casey
Absent: Councillor G. Norton
Councillor D. Reardon
Also
Present: City Manager J. Trail
Deputy City Manager N. Jacobsen
Commissioner of Finance and Treasurer K. Fudge
Comptroller Finance C. Graham
Senior Manager Financial Planning H. Nguyen
Commissioner Transportation & Environment Services M. Hugenholtz
Deputy Commissioner Administrative Services I. Fogan
Manager Materials Management C. Calvin
Administrative Fire Office J. Hennessey
Assistant Comptroller Finance and Administrative Services C. Lavigne
Deputy Commissioner, Engineer B. Keenan
Director Corporate Performance S. Rackley-Roach
Commissioner Saint John Water B. McGovern
Administrative Assistant K. Tibbits
1. Meeting Called To Order
Councillor Merrithew called the Finance Committee open session meeting to order.
1.1 Approval of Minutes March 13, 2018
Moved by Mayor Darling, seconded by Councillor Sullivan:
RESOLVED that the minutes of March 13, 2018, be approved.
MOTION CARRIED.
Moved by Mayor Darling, seconded by Councillor Sullivan:
RESOLVED that the agenda for the Finance Committee meeting of April 17, 2018 be approved.
MOTION CARRIED.
Moved by Councillor Sullivan, seconded by Mayor Darling:
RESOLVED that the Finance Committee endorse the following resolutions to be submitted to
Common Council for adoption at its next meeting:
1. The banking business of the City of Saint John, or any part thereof, may be transacted with
the Bank of Nova Scotia.
2. That any two of the:
Commissioner of Finance
Comptroller
Assistant Comptroller
Senior Manager Financial Planning, Reporting and Analysis
Senior Financial & Economic Analyst
be and are hereby authorized on behalf of the City:
(a) To borrow money from time to time and in accordance with existing and applicable council
resolution(s) in that regard, by way of direct advances by Promissory Notes, Overdraft, or
Standby Letters of Credit/Letters of Guarantee;
accounts; the making, signing, drawing, accepting, endorsing, negotiating, lodging, depositing
or transferring of any cheques, promissory notes, drafts, acceptances, bills of exchange and
orders for the payment of money; the approval of any administrative arrangement relating to
any such banking business and defining the rights and power of the parties thereto; and the
authorizing of any officer of such institution t
facilitate such banking business; and
(c) To delegate certain transactions which fall under a dollar threshold to designated positions
in an administrative internal policy.
3. That any one of the:
Commissioner of Finance
Comptroller
Assistant Comptroller
Senior Manager Financial Planning, Reporting and Analysis
Senior Financial & Economic Analyst
be and are hereby authorized on behalf of the City:
(a) To negotiate with or transfer to the Bank of Nova Scotia for deposit or discount with or
notes, bills of exchange, drafts, orders for the payment of money and other instruments,
whether negotiable or not, purporting to be signed or endorsed on behalf of the City by any
one of them or having the name of the City impressed thereon by rubber stamp or other devise
without any signature;
(b) To arrange, settle, balance and certify all books and accounts between the City of Saint John
and the Bank and to receive all paid cheques and other vouchers, unpaid and unaccepted bills
balances and release; and
(c) To delegate any authority conferred on such person by sub-paragraphs (a) and (b) of this
paragraph by any other employee of the City, by notice in writing filed with the Bank.
4. That all agreements, documents and instruments signed, drawn, accepted, endorsed or
5. That this resolution shall, from the time Common Council approves, supersede any previous
resolutions and instructions respecting the transaction of banking business between the City
and Bank of Nova Scotia.
MOTION CARRIED.
2.2 City of Saint John Audit Services
Moved by Councillor Sullivan, seconded by Mayor Darling:
RESOLVED that:
The Finance Committee instructs the Commissioner of Finance & Administrative
issue one Request for Proposal for all audit services;
Finance Department works with the ABCs to determine if they are interested in joining
the City in procuring audit services and whether they have any outstanding
commitment with other accounting firms;
Staff report back to the Finance Committee after receiving responses from the ABCs;
and,
Issue a Request for Proposal
MOTION CARRIED.
3. Business Matters
3.1 Asset Management Phase 2 Project Update
(Mr. S. Yammine, Energy Manager and Mr. H. Arisz of RV Anderson entered the meeting)
Referring to the submitted presentation, Mr. Arisz provided an update on Phase 2 of the Asset
Management project and discussed next steps in the process. Data collection efforts will take
approximately 6 to 12 months and will provide a solid foundation of the asset inventory
and condition of the assets, providing empirical evidence to support financial decisions.
Moved by Councillor Sullivan, seconded by Mayor Darling:
RESOLVED that the submitted presentation Asset Management Phase 2 Project Update, be
received for information.
MOTION CARRIED.
(Mr. Yammine and Mr. Arisz withdrew from the meeting)
3.2 2017 Capital Budget Analysis
Referring to the submitted report, Mr. Lavigne commented on the 2017 General and Utility
Fund Capital Budgets including a discussion on the projected costs compared to the budget and
a cost variance analysis, noting that capital projects often span multiple years.
Responding to a question as to when additional capital proposals can be considered, Mr. Trail
noted that Council will first have to determine if it wants to engage in additional capital
projects, reduce borrowing further, or maintain borrowing at current levels.
Mr. Fudge noted that a long-term capital budget policy will be implemented to assist in decision
making.
Moved by Mayor Darling, seconded by Councillor Sullivan:
RESOLVED that the submitted presentation and report regarding the 2017 Capital Budget
MOTION CARRIED.
3.3 Tri-City Procurement Initiatives
(Councillor Casey entered the meeting)
Mr. Fogan noted that the cities of Saint John, Fredericton and Moncton often consult with one
another on the best way to procure goods and services. The goal is to align services and
ultimately obtain better pricing on common items.
Referring to the submitted presentation, Ms. Calvin provided an update on the goals and
challenges of tri-city procurement including procurement initiatives and savings to date.
Moved by Councillor Casey, seconded by Mayor Darling:
RESOLVED that the submitted presentation and report entitled Tri-City Procurement Initiatives,
be received for information.
MOTION CARRIED.
3.4 Public Engagement
Ms. Nguyen stated that public engagement is a best practice approach in terms of developing a
long-term financial plan and can include a combination of citizen surveys, in-person events and
on-line budget simulations.
Ms. Rackley-Roach showcased the Budget Allocator and the Budget Simulator tool and
commented on the pros and cons of each.
Moved by Mayor Darling, seconded by Councillor Sullivan:
RESOLVED that the Finance Committee approve proceeding with the Public Engagement
Process and that implementation of the Budget Simulator on-line tool be approved.
MOTION CARRIED.
3.5 Operating Budget Policy
Mr. Fudge reviewed the submitted Operating Budget Policy as one of the suite of financial
al sustainability and
reduce its vulnerability.
Moved by Councillor Sullivan, seconded by Mayor Darling:
RESOLVED that the Finance Committee recommends that Common Council approve the Draft City
of Saint John Operating Budget Policy FAS-004.
MOTION CARRIED.
Adjournment
Moved by Councillor Sullivan, seconded by Mayor Darling:
RESOLVED that the open session meeting of the Finance Committee be adjourned.
MOTION CARRIED.
The Finance Committee open session meeting held on April 17, 2018 was adjourned at 6:55
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Saint John Water
April 2018 Budget Analysis
End Forecast
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City of Saint John
April 2018 Year
COUNCIL REPORT
# found on Sharepoint.
M&C No.
Report Date June 04, 2018
Meeting Date June 13, 2018
Service Area Finance and
Administrative Services
Chairman Councilor Merrithew and Members of the Finance Committee
SUBJECT: Capital Budget Policy FAS-005
OPEN OR CLOSED SESSION
This matter is to be discussed in open session of Common Council.
AUTHORIZATION
Primary Author Commissioner/Dept. Head City Manager
Kevin Fudge Kevin Fudge Jeff Trail
RECOMMENDATION
Finance Committee recommends that Common Council approve the Draft City of
Saint John Capital Budget Policy FAS-005;
EXECUTIVE SUMMARY
It is recommended that Common Council approve the Capital Budget Policy for
the City of Saint John. The Policy applies to both General and Water &
Sewerage Utility Capital Budgets. The Capital Budget Policy is considered a best
practice financial policy for municipalities which promotes fiscal responsibility
and is a key instrument in the development of a robust Long Term Financial Plan.
PREVIOUS RESOLUTION
Click here to enter any previous relevant resolution.
REPORT
The Capital Budget is one of the most significant public documents a municipality
infrastructure investment plan which includes
renewal of existing infrastructure as well as new investments that contribute to
the growth and prosperity
The Capital Budget Policy
responsible by requiring the implementation of a 10 year Capital Investment.
Planning over the long term stimulates longer term thinking given the current
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annual Capital Budget process only provides a single year vantage point. Long
term planning also stimulates big picture thinking and will enable the City to look
at investments more holistically to focus on long term goals. Finally, a forward
looking Capital Plan will impose discipline and reinforces the need to stay within
Council priorities while following sound financial practices and policies.
CAPITAL BUDGET POLICY HIGHLIGHTS
t shape financial decisions. When
policies are effective they can enhance the financial health of governments. By
contrast, weak policies can create fiscal instability. The Capital Budget policy
includes the following main elements:
1. Each council shall adopt a Capital Budget for each calendar year;
2. The Capital budget shall align with the Council approved LTFP which
includes a 10 Year Capital Investment Plan and a 10 Year Debt Plan;
3. Finance Committee will review the 10 year Capital Investment Plan
Annually and recommend any major amendment to the Plan to Council
for approval;
4. Investment decisions shall be evidence based applying Asset
Management best practices;
5. The policy includes a Capital Prioritization structure that provides
transparency in prioritizing capital investments with a stronger corporate
governance structure;
6. The Capital Budget shall only fund expenditures that meet the definition
of a Capital Asset per Generally Accepted Accounting Principles;
7. Only City owed Capital shall be funded through debt grants to outside
organizations for infrastructure projects not owned by the City must be
funded through the Operating Budget;
8. Inter-Governmental grants shall only be pursued for Capital projects that
are in line with Council priorities, the approved Capital Budget, and the
approved 10 Year Capital Investment Plan;
9. The Policy sets forth Capital Reporting requirements;
10. The Policy supports a transition to Multi-Year Capital Budgeting.
The 10 Year Capital Investment Plan makes more strateg
by allowing Council to focus on strategic priorities through a streamlined annual
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Capital Budget process. In addition, as a component of the Long Term Financial
Plan, the Capital Investment Plan considers affordability by setting infrastructure
investments that achieve service and taxation objectives.
CAPITAL PRIORITIZATION
The Annual Capital Budget will prioritize requests based on the following criteria:
1. Mandatory must be completed due to legal or regulatory
requirements;
2. Risk required to mitigate liability associated with health and safety,
mitigate liability, or to mitigate sudden asset failure;
3. Priority of Council As stipulated in the 10 Year Capital Investment Plan
(Long Term Financial Plan) and supported by evidence based asset
4. Positive Financial Impact The Capital request is not included in the 10
year Capital Investment Plan but can be supported by a business case
that demonstrates a positive financial impact for taxpayers - would
require a Council approved adjustment to the Capital Investment Plan
and Capital Budget;
5. Discretionary New assets which aim to increase or enhance service
levels to the residents and taxpayers. Requires amendment to the Long
Term Financial Plan, the City strategic plans, and supported by a business
case;
INFRASTRUCTURE DEFICT
The estimated replacement infrastructure is approximately
$2.2 Billion dollars, while the infrastructure deficit (infrastructure at or beyond
its theoretical service life) is estimated at approximately $434 million. In
addition to the infrastructure deficit, it is estimated that another $217 million of
replacement costs are expected in the coming decade. Combined, a total of
approximately $651 million of assets are expected to need replacement in the
next decade, consisting of $452 million in high risk assets and $199 million in low
risk assets.
The City is currently underfunding its infrastructure renewal requirements.
According to RV
(funding needed to eliminate the current infrastructure deficit and replace with
assets as they reach the end of their service life is approximately $69 million per
year compared to the average historical funding of $32 million. This represents a
funding ratio of 45% (only 45% of the funding requirement is being met).
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The infrastructure deficit cannot be affordably or sustainably funded through
debt. The capital budget policy promotes increasing funding to Pay As You Go
and Capital Reserves. A funding strategy will be developed through the creation
of the 10 Year Capital Investment Plan (Long Term Financial Plan). Given the
magnitude of the infrastructure deficit, in the short term, until such time the
Capital Investment Plan and funding strategy is approved by Council, the policy
prescribes that 90% of the Capital Budget shall be attributed to capital renewal
projects and 10% for new infrastructure investment.
SERVICE AND FINANCIAL OUTCOMES
This report and recommendation are in alignment with best practices and will
support future strong fiscal management.
Click here to enter text.
ATTACHMENTS: FAS 004 Operating Budget Policy Statement
June 2018
CAPITAL BUDGET POLICY
Title: Capital Budget Policy
Subject: Capital Budget Policy Category: Finance and Administrative Services
Policy No;: FAS-005 M&C Report No
Effective Date: TBD Next Review Date: TBD
Area(s) this policy applies to: Cross Corporate Office Responsible for review of this Policy:
Finance and Administrative Services
Related Instruments: Policy Sponsors:
FAS-001 Asset Management Policy Commissioner of Finance and Administrative Services
FAS-003 Reserves Policy
FAS-004 Operating Budget Policy
Document Pages:
This document consists of 6 pages
Revision History:
Common Clerk's Annotation for Official Record
Date of Passage of Current Framework: _________________________
I certify that this Policy was adopted by Common Council as indicated
above:
________________________ ______________________
Common Clerk Date
Date Created: Common Council Approval Date: Contact:
TBD Finance and Administrative Services
TABLE OF CONTENTS
1.POLICY STATEMENT
2. PURPOSE
3.DEFINITIONS
4.PRINCIPLES AND STRATEGIES
5.CAPITAL PRIORITIZATION
6. MULTI-YEAR CAPITAL BUDGET
7. CARRY OVER OF PREVIOUS YEAR APPROVED CAPITAL BUDGET
8.CAPITAL GRANTS .5
9. CAPITAL BUDGET SHORTFALLS & SURPLUSES..
10. AUTHORITY .5
11. ROLES AND RESPONSIBILITIES .6
City of Saint John
Capital Budget Policy
1. POLICY STATEMENT
1.1 This Policy applies to budgeting by the Municipality for capital funds;
1.2 Each council shall adopt a Capital Budget for each calendar year;
1.3 Capital budget shall align with the Council approved Long Term Financial Plan
which includes a 10 Year Capital Investment Plan and a 10 Year Debt Plan;
1.4 Finance Committee will review the 10 year Capital Investment Plan Annually and
recommend any major amendment to the Plan to Council for approval;
1.5 The Capital Budget Policy supports the City to achieve its current and future goals
in a fiscally responsible and sustainable manner;
1.6 The Capital Budget Policy promotes making informed evidence based investment
decisions based on Asset Management best practices;
1.7 The Capital Budget Policy shall comply with all relevant provisions of the Local
Governance Act and all other applicable legislation;
2. PURPOSE
The purpose of this policy is to:
Improve the efficiency of the capital budget setting process by making more
strate
preparing them;
Ensure that the Capital Budget plans are consistent with the goals set out by
Council in its Strategic Plan; and
Maintain the long term financial stability of the City.
3. DEFINITIONS
Capital The definition of Capital shall be in accordance to the definition within Generally
Accepted Accounting Principles which generally includes any expenditure on an asset
acquired, constructed or developed with a useful life that is beyond the current budget
year. Capital expenditure also includes major improvements, which alter or modernize an
asset in order to substantially prolong its useful life or improve the physical output or
service capacity;
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City of Saint John
Capital Budget Policy
Capital Budget A plan of proposed capital expenditures to be incurred in the current
year and over a period of subsequent future years (long-term) identifying each capital
project and the method of financing;
Lifecycle Cost - The total cost of an asset over its life cycle, including the initial purchase or
construction cost, maintenance and operating costs, financing costs, and refurbishment
costs;
Affordability - Ability to pay for the debt servicing and life cycle costs of capital assets - the
overall measure of affordability is the burden of debt servicing and life cycle costs
;
Asset Management Process of developing, operating, maintaining, upgrading, and
disposing of assets cost-effectively;
Infrastructure deficit The gap between the funding that is required and the funding that
is available for maintaining, updating, or replacing existing and aging infrastructure before
serious problems occur.
4. PRINCIPLES AND STRATEGIES
4.1 The City will utilize the following principles and strategies in making decisions
related to capital budget planning:
4.1.1 Affordability Capital Budget shall reflect the level of infrastructure
investment required to achieve agreed upon service and taxation
objectives in the Council approved Long Term Financial Plan;
4.1.2 Ownership Only City owned assets, which meet the definition of an asset
pursuant to Generally Accepted Accounting Principles, shall be funded in
the Capital Budget. Funding agreements prior to the approved Capital
Budget Policy Council approval date are exempted from the policy;
4.1.3 Fiscal Responsibility The City shall reduce its reliance on debt and
address the infrastructure deficit by increasingly funding Reserves and Pay-
As-You-Go to fund infrastructure renewal;
4.1.4 Asset Management The Capital Budget shall consider the full life-cycle
cost based on asset management best practices.
3
City of Saint John
Capital Budget Policy
5. CAPITAL PRIORTIZATION
5.1 In the short term, to strategically manage
the proportion of the capital budget that is Replacement shall be 90% of the
overall Capital Program and 10% for New Capital. This ratio shall be replaced by
The Capital
Budget shall align with the Long Term Capital Investment Plan.
5.2 The Capital Budget shall only fund expenditures that meet the definition of a
Capital Asset per Generally Accepted Accounting Principles.
5.3 Proposed Capital Budget Projects will be prioritized based on the following:
5.3.1 ağƓķğƷƚƩǤ Must be completed due to legal or regulatory requirements;
5.3.2 wźƭƉ Required to mitigate liability associated with health and safety,
mitigate liability or to mitigate sudden asset failure;
5.3.3 tƩźƚƩźƷǤ ƚŅ /ƚǒƓĭźƌ As stipulated in the 10 Year Capital Investment Plan
(Long Term Financial Plan) and supported by evidence based asset
management
5.3.4 tƚƭźƷźǝĻ CźƓğƓĭźğƌ LƒƦğĭƷ The Capital request is not included in the 10
year Capital Investment Plan but can be supported by a business case that
demonstrates a positive financial impact for taxpayers - would require a
Council approved adjustment to the Capital Investment Plan and Capital
Budget;
5.3.5 5źƭĭƩĻƷźƚƓğƩǤ New assets which aim to increase or enhance service levels
to the residents and taxpayers. Requires amendment to the Long Term
Financial Plan, the City strategic plans, and supported by a business case.
6. MULTI-YEAR CAPITAL BUDGET
6.1 To advance strategic financial planning, upon completion of the Long Term
Financial Plan, the City shall move to approving Capital Budgets on a multi-year
basis.
6.2 Each service area shall prepare and submit to the Finance Department their Capital
Budget requests and 10 year Capital Investment Plans on the forms and in the
format prescribed by the Finance Department.
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City of Saint John
Capital Budget Policy
7. CARRY OVER OF PREVIOUS YEAR APPROVED CAPITAL BUDGET
7.1 Approved capital budget projects must be started by the end of the second year
after approval.
7.2 Approved capital projects not started after the end of the second year must be
resubmitted for consideration in the next capital budget request unless the City
Manager approves an extension to carryover for another year.
8. CAPITAL GRANTS
8.1 Inter-Governmental grants shall only be pursued for Capital projects that are in line
with Council priorities, the approve Capital Budget, and the Approve 10 Year
Capital Investment Plan.
8.2 Any opportunities falling outside the criteria in 7.1 will require a Council approved
adjustment to the Capital Budget, 10 Year Capital Investment Plan and be
supported by a business case.
9 CAPITAL BUDGET SHORTFALLS & SURPLUSES
9.1 Common Council must approve any adjustments to the Capital Budget for
additional funding to cover Capital Budget shortfalls that exceed the City Managers
authority level;
9.2 Capital Budget Surpluses, where budgeted Capital funds exceed actual capital
expenditures shall be, with Council approval:
9.2.1 Realized as savings resulting in reduced debt financing;
9.2.2 Used to offset deficits in other approved Capital Budget shortfalls;
9.2.3 Leveraged to address the infrastructure deficit so long as the project is part
of the Asset Management Plan and 10 Year Capital Investment Plan;
10 AUTHORITY
10.1 The capital budget approved by Council establishes the scope, funding and
spending authority for each capital project listed in the capital budget document.
10.2 Council approval will be required for any adjustment to the capital budget that
exceeds the City Managers .
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City of Saint John
Capital Budget Policy
10.3 Service Area Commissioners may authorize additional gross expenditures through
change orders in
provided that:
10.3.1 This policy is otherwise complied with; and
10.3.2 Funding is available to fund the over-expenditure, either from under-
expenditures in other capital projects within the same Service Area or by
deferral of other capital projects within the same Service Area.
11 ROLES AND RESPONSIBILITIES
11.1 Council shall:
11.1.1 Approve the capital budget as recommended by the Finance Committee;
11.1.2 Establish priorities through the Long Term Financial Plan.
11.2 The Finance Committee shall:
11.2.1 Review the capital budget and make recommendations for Council
approval; and
11.2.2 Ensure the capital budget is aligned with Council priorities, the 10 Year
Capital Investment Plan and the Long Term Financial Plan.
11.3 The City Manager shall:
11.3.1 Direct, in co-operation with the Finance Commissioner and Senior
Leadership Team, the preparation and presentation of the capital budget;
11.3.2 Exercise financial control over all corporate operations in conjunction with
the Finance Commissioner to ensure compliance with the capital budget
approved by Council.
11.4 The Finance Commissioner and Finance Team shall:
11.4.1 Analyze and make recommendations on capital budget requests based on
Plan, Financial Policies, and Asset Management Plan;
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City of Saint John
Capital Budget Policy
11.4.2 Prepare semi-annual Capital Budget reports for Finance Committee,
highlighting variances, project status and recommendation on projected
surpluses or deficits in capital program.
7
FINANCE COMMITTEE REPORT
Report Date June 07, 2018
Meeting Date June 13, 2018
Chairman Councillor Merrithew and Members of Finance Committee
SUBJECT: LNG Revenue
OPEN OR CLOSED SESSION
This matter is to be discussed in open session of Finance Committee.
AUTHORIZATION
Primary Author Commissioner/Dept. Head City Manager
Kevin Fudge Kevin Fudge Jeff Trail
RECOMMENDATION
It is recommended that the Finance Committee submit the following report to
Common Council with a recommendation to allocate the additional revenue for
the LNG facility ($1,157,174) to Pay As You Go (Capital from Operating) for the
purpose of reducing future borrowing needs. This recommendation is supported
by Councils Operating Budget Policy FAS-004.
EXECUTIVE SUMMARY
Finance Committee has been provided advice on the need to keep new capital
borrowing to $12 million or lower in ord. Recently
the City received additional net revenue of approximately $1.2 for 2018
associated with the LNG property. This was unbudgeted revenue. This revenue is
not guaranteed to be received in 2019 and should not be relied upon to fund
general operations per the Citys Operating Budget Policy. Staff recommends
the LNG revenue be used to reduce the Citys long term debt by increasing Pay
As You Go funding (Capital from Operating).
PREVIOUS RESOLUTION
N/A
STRATEGIC ALIGNMENT
The recommendation aligns with Councils priority of fiscal responsibility.
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REPORT
2018 LNG REVENUE & YEAR END SURPLUS
The Province of New Brunswick repealed the Act to Comply with the Request of
the City of Saint John on Taxation of the LNG Terminal that capped the property
assessment for the Terminal at $18 million and fixed the property tax revenue at
$500,000 per year. As a condition for approval, the Province obliged the City to
bear all financial risks associated with potential future appeals.
The 2018 property assessment for the LNG Terminal is $98 million dollars. The
Province notified the City in May that this assessment has not been appealed for
the fiscal year 2018. The net incremental revenue for Saint John in 2018 has as a
result increased by approximately $1.157 million dollars.
For the year 2019, the LNG property assessment reverts back to the fixed
st
property tax revenue at $500,000 until April 1 which is the 2019 deadline for
appeal. If there is an appeal, the City will be left with $500,000 until the process
comes to a conclusion. Given the financial risk of an appeal lies with the City,
and given the uncertainty of the appeal process, the City cannot budget for the
increase in revenue for the year 2018.
Operating Budget Policy FAS-004
The Citys recently approved Operating Budget Policy states that the budget will
be produced with a long term focus of achieving a structurally balanced budget.
A structurally balanced budget occurs when recurring revenues are sufficient to
fund recurring expenses. A structurally imbalanced budget occurs when non-
recurring or short term revenues are relied upon to fund recurring expenditures.
Non recurring revenue is defined as revenues that the City cannot expect to
receive on an ongoing basis. Subsection 5.1 of the Council approved policy
states:
Non-recurring revenues shall be directd to onetime uses and away
from funding ongoing services. Examples of acceptable uses would
include funding Pay-As-You Go for capital expenditures that would
otherwise be funded by debt, funding the infrastructure deficit, or to
build up capital or operating reserves.
Long Term Debt
The Citys Audited Consolidated Financial Statements presents long term debt as
$241 million dollars. Saint Johns net debt, which is the sum of the Citys long
term debt and other financial liabilities less the Citys financial assets, is 26 times
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higher than the City of Fredericton and 3 times higher than the City of Moncton.
Debt is a key indicator of the Citys overall financial health. Although the net
debt ratio has continued to improve since 2015, it is important to continue to
manage debt prudently while at the same time making the right strategic
investments. As part of the Citys long term financial plan process the City will
approve a long term Debt Management Plan supported by a Debt Management
Policy.
SERVICE AND FINANCIAL OUTCOMES
The additional funds will reduce the need for increased borrowing and therefore
reduce principal and interest charges.
INPUT FROM OTHER SERVICE AREAS AND STAKEHOLDERS
Click here to enter text.
ATTACHMENTS
N/A
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