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Resolution Approving Fund Transfers for Capital Projects and Other Expense Reimbursements in Fiscal Year 2025 - Period 12City of Dubuque City Council CONSENT ITEMS # 5. Copyrighted June 16, 2025 ITEM TITLE: Resolution Approving Fund Transfers for Capital Projects and Other Expense Reimbursements in Fiscal Year 2025 — Period 12 SUMMARY: City Manager recommending City Council approval of the suggested proceedings approving a transfer of funds for capital projects and other expense reimbursements. RESOLUTION Authorizing The Chief Financial Officer To Make The Appropriate Interfund Transfers Of Sums And Record The Same In The Appropriate Manner For The FY 2025 For The City Of Dubuque, Iowa SUGGUESTED Receive and File; Adopt Resolution(s) DISPOSITION: ATTACHMENTS: 1. MVM Memo FY25 Period 12 Transfer_MVM Memo_2025_06_09 2. FY25 Budgeted Transfer Period 12 Staff Memo_2025_06_09 3. FY25 Period 12 Transfer Resolution 2025 06 09 Page 80 of 1053 THE CITY OF DUB E Masterpiece on the Mississippi TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager Dubuque AIFAnti Ciq 2007-2012.2013 2017*2019 SUBJECT: Resolution Approving Fund Transfers for Capital Projects and Other Expense Reimbursements in Fiscal Year 2025 — Period 12 DATE: June 9, 2025 Chief Financial Officer Jennifer Larson recommends City Council approval of the suggested proceedings approving a transfer of funds for capital projects and other expense reimbursements. Iowa Administrative Rules Code 545-2.5(5), which implements Iowa Code Section 384.18, was amended to require that all transfers of moneys from one budgeted fund to another budgeted fund must be approved by a resolution beginning April 13, 2019. In Fiscal Year 2025, $63,433,142.00 in capital projects and other obligations were budgeted and it is recommended to transfer from the funds that were budgeted to pay the expenses. I concur with the recommendation and respectfully request Mayor and City Council approval. Michael C. Van Milligen MCVM/jml Attachment cc: Crenna Brumwell, City Attorney Cori Burbach, Assistant City Manager Jennifer Larson, Chief Financial Officer Laura Bendorf, Budget Manager Page 81 of 1053 THE CITY F D-�!B- uE Masterpiece on the Mississippi TO: Michael C. Van Milligen, City Manager FROM: Jennifer Larson, Chief Financial Officer Dubuque AII•Amwin City n. 2007-2012.2013 2017*2019 SUBJECT: Resolution Approving Fund Transfers for Capital Projects and Other Expense Reimbursements in Fiscal Year 2025 — Period 12 DATE: June 9, 2025 INTRODUCTION The purpose of this memorandum is to recommend approval of the fund transfers for Fiscal Year 2025 resolution. BACKGROUND Iowa Administrative Rules Code 545-2.5(5), which implements Iowa Code Section 384.18, was amended to require that all transfers of moneys from one budgeted fund to another budgeted fund must be approved by a resolution beginning April 13, 2019. The transfer resolution must include the following items: 1. Statement of where the money is coming from and going to. 2. The exact amount of money being transferred. 3. A clearly stated reason why the transfer is being made. These resolution items will also need to be included as part of the budget adoption resolution passed each March if transfers are shown in the adopted budget. For utility surplus transfers, as defined in Administrative Rules Code 545-2.5(5), a clear calculation proving the existence of the proposed surplus in the utility must also be included in the transfer resolution. DISCUSSION Capital projects and other obligations have transfers budgeted from other funds. Throughout the fiscal year, funds are transferred to reimburse these obligations. The total transfer budgeted from the various funds to reimburse these obligations is $63,433,142.00. Page 82 of 1053 RECOMMENDATION I respectfully recommend the adoption of the enclosed resolution approving the transfer of funds for capital projects and other obligations. JML 2 Page 83 of 1053 Prepared by Jennifer Larson, Chief Financial Officer, 50 W. 131h St. Dubuque IA 52001 (563) 589-4322 Return to Adrienne N. Breitfelder, City Clerk, 50 W. 131h St., Dubuque, IA 52001, (563) 589-4100 RESOLUTION NO. 205-25 A RESOLUTION AUTHORIZING THE CHIEF FINANCIAL OFFICER TO MAKE THE APPROPRIATE INTERFUND TRANSFERS OF SUMS AND RECORD THE SAME IN THE APPROPRIATE MANNER FOR THE FY 2025 FOR THE CITY OF DUBUQUE, IOWA Whereas, Iowa Administrative Rules Code Section 545-2.5(5) implements Iowa Code Section 384.18 and provides that the City Council shall approve all transfers of moneys from one budgeted fund to another budgeted fund as provided in Iowa Administrative Rules Code Section 545-2.5(5). NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF DUBUQUE, IOWA: Section 1. Authorize the Chief Financial Officer to Transfer Funds. That the Chief Financial Officer be and is hereby authorized by the City Council to make the appropriate interfund transfer of sums and record the same in the appropriate manner for FY 2025. Section 2. Transfer of Funds. That the Chief Financial Officer will transfer the following sums and to record the same in the appropriate manner: 1. Transfer from General Fund to the Section 8 Fund $152,744.00 for the deficit related to HUD administrative funding. 2. Transfer from General Fund to Transit Fund $2,096,192.00 for the Transit Levy and reimbursement of the downtown shuttle. 3. Transfer from the Tort Liability Fund to the General Fund $1,462,081.00 for the cost of liability insurance. 4. Transfer from the Trust & Agency Fund to the General Fund $2,102,465.00 for the cost of employee benefits. 5. Transfer from the Dubuque Industrial Center Tax Increment Financing Fund to the General Fund $329,150.00 for the reimbursement of Tax Increment Financing eligible expenses. 6. Transfer from the Greater Downtown Tax Increment Financing Fund to the General Fund $168,504.00 for the reimbursement of Tax Increment Financing eligible expenses. 7. Transfer from Dubuque Industrial Center TIF fund to the General Construction Fund $976,480.00 for Tax Increment financing eligible construction projects. 8. Transfer from Greater Downtown TIF Fund to Parking Operations Fund $2,615,030.00 for debt service on downtown ramps. 9. Transfer from Greater Downtown TIF Fund to Housing Trust Fund $62,583.00 for reimbursement of Tax Increment Financing eligible construction projects. 10.Transfer from Sanitary Sewer Operating Fund to General Fund $2,258,392.00 for recharge of administrative overhead. 11.Transfer from Sanitary Sewer Operating Fund to Sanitary Sewer Capital Fund $1,600,000.00 for capital construction. 12. Transfer from Stormwater Operating Fund to General Fund $1,982,609.00 for recharge of administrative overhead. 13. Transfer from Stormwater Operating Fund to Stormwater Construction Fund $3,971,071.00 for capital construction. 14.Transfer from Parking Operating Fund to General Fund $348,163.00 for recharge of administrative overhead. 15.Transfer from Water Operating Fund to General Fund $2,148,495.00 for recharge of administrative overhead. 16.Transfer from Water Operating Fund to Water Construction Fund $4,013,161.00 for capital construction. 17. Transfer from Refuse Operating Fund to General Fund $1,670,833.00 for recharge of administrative overhead. 18. Transfer from Refuse Operating Fund to Refuse Construction Fund $600,000.00 for capital construction. 19.Transfer from Landfill Fund to General Fund $596,912.00 for recharge of administrative overhead. 20. Transfer from General Fund to the Debt Service Fund $133,213.00 for annual debt service payments. 21.Transfer from Dubuque Industrial Center Tax Increment Financing Fund to the Debt Service Fund $1,083,345.00 for annual debt service payments. 22.Transfer from Greater Downtown Tax Increment Financing Fund to the Debt Service Fund $2,028,325.00 for annual debt service payments. 23. Transfer from Road Use Tax Special Revenue Fund to the Debt Service Fund $67,032.00 for annual debt service payments. 24. Transfer from Street Construction Fund to the Debt Service Fund $231,809.00 for annual debt service payments. 25. Transfer from Sales Tax Increment Special Revenue Fund to the Debt Service Fund $5,645,274.00 for annual debt service payments. 26. Transfer from Sales Tax Construction Fund to the Debt Service Fund $1,272,996 for annual debt service payments. 27.Transfer from Passenger Facility Fund to the Debt Service Fund $181,366.00 for annual debt service payments. 28. Transfer from General Fund to the Stormwater Operating Fund $519,584.00. for stormwater subsidies related to tax exempt entities, farms, and half rate for income qualified. 29. Transfer from the General Fund to the Refuse Fund $45,000.00 for reimbursement of 50% rate reduction. 30. Transfer from the General Fund to the Sanitary Sewer Operating Fund $32,000.00 for reimbursement of 50% rate reduction. 31. Transfer from the General Fund to the Water Operating Fund $24,593.00 for reimbursement of 50% rate reduction. 32.Transfer from the Greater Downtown Tax Increment Financing Fund to the Transit Enterprise Fund $276,900.00 for the reimbursement of Tax Increment Financing eligible debt service expenses. 2 33. Transfer from the Sales Tax Special Revenue Fund to the Transit Enterprise Fund $68,300.00 for the reimbursement of debt service expenses. 34. Transfer from the Greater Downtown Tax Increment Financing Fund to the Downtown Loan Pool Fund $500,000.00 for the reimbursement of Tax Increment Financing eligible expenses. 35.Transfer from the North Cascade TIF Fund to the General Fund $118,734.00 for the reimbursement of Tax Increment Financing eligible expenses. 36. Transfer from Stormwater Capital Fund to General Fund $15,174.00 for capital construction. 37.Transfer from Sales Tax Construction Fund to DRA Gaming Fund $17,027.00 for capital construction. 38.Transfer from Stormwater Capital Fund to Sanitary Sewer Construction Fund $230,000.00 for capital construction. 39. Transfer from Road Use Tax Fund to Street Construction Fund $358,787.00 for capital construction. 40.Transfer from DRA Distribution Fund to General Fund $23,898.00 for capital construction. 41.Transfer from Street Construction Fund to General Fund $45,374.00 for capital construction. 42. Transfer from the Special Assessments Special Revenue Fund to the General Fund $9,200.00 to reimburse previously assessed sidewalk improvements. 43. Transfer from Special Assessments Special Revenue Fund to the Street Construction Fund $30,000.00 to reimburse previously assessed street improvements. 44.Transfer from Special Assessments Special Revenue Fund to the Road Use Tax Fund $4,000.00 to reimburse previously assessed street improvements. 45.Transfer from the Special Assessments Special Revenue Fund to the Sales Tax Increment Fund $45,000.00 to reimburse previously assessed street improvements. 46. Transfer from Special Assessments Special Revenue Fund to the Sanitary Sewer Capital Enterprise Fund $2,000.00 to reimburse previously assessed water improvements. 47.Transfer from Special Assessments Special Revenue Fund to the Stormwater Capital Enterprise Fund $1,000.00 to reimburse previously assessed stormwater improvements. 48.Transfer from Sales Tax Construction Fund to General Fund $77,135.00 for capital construction. 49. Transfer from General Fund to DRA Gaming Fund $538.00 for capital construction. 50.Transfer from the Greater Downtown Tax Increment Financing Fund to the DRA Gaming Fund $3,134.00 for the reimbursement of Tax Increment Financing eligible expenses. 51. Transfer from Sales Tax Construction Fund to DRA Gaming Fund $72,283.00 for capital construction. 52.Transfer from General Fund to DRA Distribution Fund $549,714.00 for capital construction. 3 53. Transfer from Street Construction Fund to DRA Distribution Fund $186,845.00 for capital construction. 54. Transfer from Sales Tax Construction Fund to DRA Distribution Fund $224,508.00 for capital construction. 55. Transfer from Street Construction Fund to Road Use Tax Fund $40,668.00 for capital construction. 56. Transfer from Dubuque Industrial Center TIF fund to the Street Construction Fund $300,000.00 for Tax Increment financing eligible construction projects. 57. Transfer from General Construction Fund to Street Construction Fund $25,120.00 for capital construction. 58. Transfer from General Fund to Sales Tax Construction Fund $640,616.00 for capital construction. 59. Transfer from DRA Distribution Fund to Street Construction Fund $103,586.00 for capital construction. 60. Transfer from the Greater Downtown Tax Increment Financing Fund to the Sales Tax Construction Fund $15.00 for the reimbursement of Tax Increment Financing eligible expenses. 61. Transfer from Street Construction Fund to Sales Tax Construction Fund $1,901,723.00 for capital construction. 62. Transfer from General Construction Fund to Sales Tax Construction Fund $22,307.00 for capital construction. 63. Transfer from General Fund to General Construction Fund $111,284.00 for capital construction. 64. Transfer from the Greater Downtown Tax Increment Financing Fund to the General Construction Fund $13,382,698.00 for the reimbursement of Tax Increment Financing eligible expenses. 65. Transfer from the North Cascade Housing Tax Increment Financing Fund to the General Construction Fund $561,239.00 for the reimbursement of Tax Increment Financing eligible expenses. 66.Transfer from the English Ridge Housing Tax Increment Financing Fund to the General Construction Fund $319,117.00 for the reimbursement of Tax Increment Financing eligible expenses. 67. Transfer from the South Pointe Housing Tax Increment Financing Fund to the General Construction Fund $60,173.00 for the reimbursement of Tax Increment Financing eligible expenses. 68. Transfer from the Rustic Point Housing Tax Increment Financing Fund to the General Construction Fund $256,076.00 for the reimbursement of Tax Increment Financing eligible expenses. 69. Transfer from Special Assessments Special Revenue Fund to the General Construction Fund $30,000.00 to reimburse previously assessed street improvements. 70. Transfer from General Fund to Airport Construction Fund $895,432.00 for capital construction. 71. Transfer from DRA Distribution Fund to Airport Construction Fund $26,455.00 for capital construction. El 72.Transfer from Customer Facility Charge Fund to Airport Construction Fund $150,000.00 for capital construction. 73. Transfer from Sales Tax Construction Fund to Airport Construction Fund $232,250.00 for capital construction. 74. Transfer from General Fund to Passenger Facility Charge Fund $212,678.00 for debt service. 75. Transfer from General Fund to Water Construction Fund $228,220.00 for capital construction related to ARPA. 76.Transfer from DRA Distribution Fund to Water Construction Fund $10,000.00 for capital construction. 77. Transfer from General Construction Fund to Parking Construction Fund $64,211.00 for capital construction. 78. Transfer from Sales Tax Construction Fund to Refuse Construction Fund $50,731.00 for capital construction. 79. Transfer from DRA Distribution Fund to Transit Construction Fund $384,790.00 for capital construction. 80. Transfer from Sales Tax Construction Fund to Transit Construction Fund $662.00 for capital construction. Passed, approved and adopted this 16th day of June 2025. Attest: Adrienne N. Breitfelder, City Clerk 5