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Approval of Fund Transfers for Capital Projects and Other Expense Reimbursements in Fiscal Year 2026-Period 12 Copyrighted June 15, 2026 City of Dubuque CONSENT ITEMS # 22. City Council ITEM TITLE: Approval of Fund Transfers for Capital Projects and Other Expense Reimbursements in Fiscal Year 2026 — Period 12 SUMMARY: City Manager recommending approval of the suggested proceedings approving a transfer of funds for capital projects and other expense reimbursements. lowa Administrative Rules Code 545-2.5(5), which implements lowa 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. 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 2026 for the City of Dubuque, lowa SUGGUESTED Receive and File; Adopt Resolution(s) DISPOSITION: ATTAC H M ENTS: 1. FY26 Period 12 Transfer MVM Memo 2026 06 10 2. FY26 Budgeted Transfer Period 12 Staff Memo_2026_06_8 3. FY26 Period 12 Transfer Resolution 2026 06 05 Page 979 of 1594 Dubuque THE CITY OF � All•Aneriea Ci� DuB E � ��� ������ ���► � Maste iece on the Mississi i �oo�.zo�z=zo�3 rP pp zoi�*zoi9 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Resolution Approving Fund Transfers for Capital Projects and Other Expense Reimbursements in Fiscal Year 2026 — Period 12 DATE: June 10, 2026 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. lowa Administrative Rules Code 545-2.5(5), which implements lowa 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 2026, $51,833,350.31 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. �JC/"'r�"� �y�,t 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 980 of 1594 Dubuque THE CI'TY OF � IIFA��ri6a Cia DUB E �,,,�� ������ � ► � Maste iece on the Mississi i z�o�.zo�z.zo�3 rP pp zol�*zoi9 TO: Michael C. Van Milligen, City Manager FROM: Jennifer Larson, Chief Financial Officer SUBJECT: Resolution Approving Fund Transfers for Capital Projects and Other Expense Reimbursements in Fiscal Year 2026 — Period 12 DATE: June 10, 2026 INTRODUCTION The purpose of this memorandum is to recommend approval of the fund transfers for Fiscal Year 2026 resolution. BACKGROUND lowa Administrative Rules Code 545-2.5(5), which implements lowa 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 $51,833,350.31 Page 981 of 1594 RECOMMENDATION I respectfully recommend the adoption of the enclosed resolution approving the transfer of funds for capital projects and other obligations. JML 2 Page 982 of 1594 RESOLUTION NO. 237-26 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 2026 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 2026. 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 $231,327.00 for the deficit related to HUD administrative funding. 2. Transfer from General Fund to Transit Fund $2,062,040.00 for the Transit Levy. 3. Transfer from the Tort Liability Fund to the General Fund $1,524,218.86 for the cost of liability insurance. 4. Transfer from the Trust & Agency Fund to the General Fund $2,977,380.94 for the cost of employee benefits. 5. Transfer from the Dubuque Industrial Center Tax Increment Financing Fund to the General Fund $652,265.09 for the reimbursement of Tax Increment Financing eligible expenses. 6. Transfer from the Greater Downtown Tax Increment Financing Fund to the General Fund $299,652.62 for the reimbursement of Tax Increment Financing eligible expenses. 7. Transfer from Dubuque Industrial Center TIF fund to the General Construction Fund $371,500.00 for Tax Increment financing eligible construction projects. 8. Transfer from Greater Downtown TIF Fund to Parking Operations Fund $2,412,375.00 for debt service on downtown ramps. 9. Transfer from Greater Downtown TIF Fund to Housing Trust Fund $63,330.00 for reimbursement of Tax Increment Financing eligible construction projects. 10.Transfer from Sanitary Sewer Operating Fund to General Fund $2,409,098.00 for recharge of administrative overhead. 11.Transfer from Sanitary Sewer Operating Fund to Sanitary Sewer Capital Fund $4,000,000.00 for capital construction. 12:Transfer from Stormwater Operating Fund to General Fund $2,189,810.00 for recharge of administrative overhead. 13.Transfer from Stormwater Operating Fund to Stormwater Construction Fund $3,000,000.00 for capital construction. 14.Transfer from Parking Operating Fund to General Fund $365,604.00 for recharge of administrative overhead. 15.Transfer from Water Operating Fund to General Fund $2,358,085.00 for recharge of administrative overhead. 16.Transfer from Water Operating Fund to Water Construction Fund $7,000,000.00 for capital construction. 17.Transfer from Refuse Operating Fund to General Fund $1,876,821.00 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 $646,477.00 for recharge of administrative overhead. 20.Transfer from General Fund to the Debt Service Fund $48,500.00 for annual debt service payments. 21 .Transfer from Dubuque Industrial Center Tax Increment Financing Fund to the Debt Service Fund $920,866.00 for annual debt service payments. 22.Transfer from Greater Downtown Tax Increment Financing Fund to the Debt Service Fund $2,273,401 .00 for annual debt service payments. 23.Transfer from Road Use Tax Special Revenue Fund to the Debt Service Fund $65,313.00 for annual debt service payments. 24.Transfer from Street Construction Fund to the Debt Service Fund $232,383.00 for annual debt service payments. 25.Transfer from Sales Tax Increment Special Revenue Fund to the Debt Service Fund $5,603,712.00 for annual debt service payments. 26.Transfer from Sales Tax Construction Fund to the Debt Service Fund $1,803,599 for annual debt service payments. 27.Transfer from Sales Tax Construction Fund to the Stormwater Operating Fund $530,009.00. for stormwater subsidies related to tax exempt entities, farms, and half rate for income qualified. 28.Transfer from the General Fund to the Refuse Fund $61,000.00 for reimbursement of 50% rate reduction. 29.Transfer from the General Fund to the Sanitary Sewer Operating Fund $53,000.00 for reimbursement of 50% rate reduction. 30.Transfer from the General Fund to the Water Operating Fund $37,000.00 for reimbursement of 50% rate reduction. 31 .Transfer from the Greater Downtown Tax Increment Financing Fund to the Transit Enterprise Fund $282,100.00 for the reimbursement of Tax Increment Financing eligible debt service expenses. 32.Transfer from the Sales Tax Special Revenue Fund to the Transit Enterprise Fund $66,222.00 for the reimbursement of debt service expenses. 33.Transfer from Road Use Tax Fund to Street Construction Fund $2,271.00 for capital construction. 2 34.Transfer from the Special Assessments Special Revenue Fund to the General Fund $7,514,58 to reimburse previously assessed sidewalk improvements. 35.Transfer from Special Assessments Special Revenue Fund to the Street Construction Fund $10,443.71 to reimburse previously assessed street improvements. 36.Transfer from Special Assessments Special Revenue Fund to the Road Use Tax Fund $1,588.73 to reimburse previously assessed street improvements. 37.Transfer from the Special Assessments Special Revenue Fund to the Sales Tax Increment Fund $26,547.84 to reimburse previously assessed street improvements. 38.Transfer from Special Assessments Special Revenue Fund to the Sanitary Sewer Capital Enterprise Fund $148.79 to reimburse previously assessed water improvements. 39.Transfer from Special Assessments Special Revenue Fund to the Stormwater Capital Enterprise Fund $229.26 to reimburse previously assessed stormwater improvements. 40.Transfer from General Construction Fund to Street Construction Fund $25,120.00 for capital construction. 41 .Transfer from General Fund to General Construction Fund $310,000.00 for capital construction. 42.Transfer from the Greater Downtown Tax Increment Financing Fund to the General Construction Fund $1,672,617.01 for the reimbursement of Tax Increment Financing eligible expenses. 43.Transfer from the Greater Downtown Tax Increment Financing Fund to the Street Construction Fund $292,108.00 for the reimbursement of Tax Increment Financing eligible expenses. 44.Transfer from the English Ridge Housing Tax Increment Financing Fund to the General Construction Fund $68,642.00 for the reimbursement of Tax Increment Financing eligible expenses. 45.Transfer from the English Ridge Housing Tax Increment Financing Fund to the Water Construction Fund $774,000.64 for the reimbursement of Tax Increment Financing eligible expenses. 46.Transfer from the South Pointe Housing Tax Increment Financing Fund to the Water Construction Fund $95,703.58 for the reimbursement of Tax Increment Financing eligible expenses. 47.Transfer from the South Pointe Housing Tax Increment Financing Fund to the Water Construction Fund $95,703.58 for the reimbursement of Tax Increment Financing eligible expenses. 48.Transfer from the Rustic Point Housing Tax Increment Financing Fund to the General Construction Fund $452,892.48 for the reimbursement of Tax Increment Financing eligible expenses. 49.Transfer from General Fund to Airport Construction Fund $5,760.00 for capital construction. 50.Transfer from Sales Tax Construction Fund to Airport Construction Fund $82,400.00 for capital construction. 3 51 .TranSfer from General Fund to Debt Service Fund $179,857.00 for Airport passenger facility charge abated debt service. Passed, approved and adopted this 15th day of June 2026. . Cava , ayor Attest: Trish Gleason, Assistant City Clerk 4