HomeMy WebLinkAboutMINUTES - 09131988 - F.C.1 FC. !
Ta BOARD OF SUPERVISORS
FRaM• Finance Committee Contra
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Costa
DATE: September 6, 1988 Courty
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SUBJECT: RODEO-HERCULES FIRE PROTECTION DISTRICT
CAPITAL OUTLAY RESERVE/FUND BALANCE
SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION
RECOMMENDATION•
1. Request the Rodeo-Hercules Fire Protection District to transfer the
funds in its Capital Outlay Reserve Fund in the approximate amount of
$98,000 to its operating budget to be applied toward its operating
budget requirements for fiscal year 1988-1989.
2. Request County Administrator to review the needs of the District for
an allocation from the Special District Augmentation Fund to cover a
portion of the costs of equipping the new Hercules fire station and
develop a recommendation to the Board regarding the% request.
3 . Continue the use of the capital outlay review procedures approved by
the Board in December of 1987.
Financial Impact:
Approval of the recommendations may require a supplemental allocation from
the Special District Augmentation Fund of up to approximately $98 ,000 to
cover the cost of assisting the District in equipping its new station.
BACKGROUND/REASONS FOR RECOMMENDATION:
On August 29, 1988, the Finance Committee met with the Chief and other
representatives of the District, representatives of the County Fire Chiefs '
Capital Improvement Committee and the County Administrator ' s Office to
consider the subject issues.
Earlier this year it was discovered that the Rodeo-Hercules Fire Protection
District had accumulated a capital outlay reserve fund over a two-year
period by inaccurately reporting year-end fund balances in the 1986-1987
and 1987-1988 budget cycles. In each of those two budget cycles, portions
of year-end fund balances were transferred by the Distr;;ict into a capital
outlay reserve fund. This action had the effect of understating the amount
of carryover balance used to finance the coming year' s budget, which in
turn necessitated allocating an additional amount from the Special District
Augmentation Fund to balance the operations budget of the District in those
two fiscal years.
CONTINUED ON ATTACHMENT: X YES SIGNATURE:
RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION D CO ITTEE
APPROVE OTHER it
SIGNATUREISI: Supervisor. Toxo Powers
ACTION OF BOARD ON C l7rib6r 13 1988 APPR VED AS RECOMMENDED X OTHER
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VOTE OF SUPERVISORS
1 HEREBY CERTIFY THAT.. THIS IS A TRUE
X UNANIMOUS (ABSENT ) AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THEDATESHOWN.
cc: Auditor-Controller ATTESTED
County Administrator PHIL BATCHELOR, CLERK OF THE BOARD OF
Rodeo-Hercules Fire Protection DiStkict SUPERVISORS AND COUNTY ADMINISTRATOR
Capital Tmprovement Committee
M382/7-83 BY ,DEPUTY
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The subject capital outlay fund established with prior year carryover
funds, while not being illegal or inherently improper, does present
problems from the standpoint of equity and credibility '!!between the 'County
Administrator' s Office and the other fire districts of the County. Budget
and Special District Augmentation Fund allocation policies established by
the County Administrator' s Office, ratified by the Board and followed by
the fire districts preclude the establishment and funding of reserve funds.
The budget process requires that all carryover funds be applied towards
funding the following year' s budget. All of the fire jdistricts applying
for Augmentation Funds are aware of this procedure, and to the best of
their ability, accurately report carryover funds with the knowledge that
carryover funds will be applied towards the coming year,
budget.
The District had proposed that it be allowed to use the $98, 000 for
communications equipment and station furnishings forli the new Hercules
station. It was the view of the County Administrator ',i that the District
should provide for its capital needs by either requesting funds from the
Fire Chiefs ' Capital Improvement Committee or utilize funds raised through
its five year plan financing mechanisms. However, some of the needed items
may not qualify for funding by the Chiefs ' Committee. Additionally, the
District believes that the five year financing plan 'iwill not generate
enough revenue to cover all the costs of the Hercules station relocation..
Accordingly, it was agreed that the District will submit a request for
supplemental funding which will include a detailed analysis of the capital
needs and financial resources of the District.
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The Board referral regarding this item suggested a review of the process
and procedures involved in the allocation of special district augmentation
funds.
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Approximately one and a half years ago the Capital Improvement Committee,
in conjunction with the County' s fire district consultant and the County
Administrator' s Office, developed written procedures Mand criteria for
reviewing capital outlay requests. The procedures were approved by the
County Fire Chiefs ' Association, the Finance Committe6l and the Board of
Supervisors.
Attached is a copy of the Board Order and guidelines outlining the current
process used by our office and the Chiefs ' Committee inreviewing requests
for funding. We think this process is a significant improvement over the
process used in the past and recommend that- it be continued in 1988-89.
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