HomeMy WebLinkAboutG Capital ProjectsOTHER GOVERNMENTAL FUNDS - CAPITAL PROJECTS
Capital Projects Funds are used to account for the acquisition and construction of major capital facilities,
except for those financed by certain Special Revenue and Enterprise funds.
Capital Projects Reserve - This fund is used to account for resources and expenditures for capital
improvement projects that are related to the acquisition and development of public facilities, infrastructure
and equipment.
Drainage Facilities Fund - This fund is used to account for resources and expenditures for planned capital
improvement projects that are under the Master Drainage Plan.
Economic Development - This fund is used to account for façade enhancement projects for Palm Desert
businesses utilizing funds from the sales of certain City-owned properties.
Parks and Recreational Facilities Fund - This fund is used to account for resources and expenditures for
capital improvement projects that are related to park development, maintenance and equipment.
Art in Public Places Fund - This fund is used to account for fees collected from residential, commercial
and public facilities development except for street and drainage projects. Its use is restricted for
acquisition, installation, improvement and maintenance of artwork to be displayed in the City, the
administration of the program and community public art education programs.
Signalization Fund - This fund is used to account for resources and expenditures for capital improvement
projects that are related to the acquisition and maintenance of traffic signals.
Capital Golf Fund - This fund is used to offset the cost of capital improvements, equipment purchases,
perimeter maintenance, pay off assessments and other nonrecurring costs that will arise as a result of
Desert Willow Golf Course Resort. Funding sources for the Golf Course Maintenance Fund are
collections from the IROC and Standard Vacation Ownership, Inc. time-share project.
Buildings Fund - This fund is used to account for resources and expenditures for capital improvement
projects that are related to the improvement and maintenance of public facilities and structures.
Library Fund - This fund is used to account for resources and expenditures for capital improvement
projects that are related to the purchase of library resources for the Multi-Agency Library.
Special Assessment District Funds - This fund is used to account for the construction of public
improvements from proceeds resulting from the creation of various assessment Districts.
Assessment District No. 94-3 Merano
Silver Spur Ranch
Highlands Undergrounding
CFD University Special Assessment
Assessment 29
147
CITY OF PALM DESERT
COMBINING BALANCE SHEET
OTHER CAPITAL PROJECTS FUNDS
JUNE 30, 2018
ASSETS:
Pooled cash and investments 2,708,487$ 2,056,936$ 737,119$ 85,380$
Receivables:
Accounts - - - -
Interest 1,440,000 - - 857,700
Due from other governments 2,132 - - -
Due from other funds - - - -
Restricted assets:
Cash and investments with fiscal agents - - - -
Advances to Successor Agency 8,000,000 - - 4,765,000
TOTAL ASSETS 12,150,619$ 2,056,936$ 737,119$ 5,708,080$
LIABILITIES, DEFERRED INFLOWS OF RESOURCES,
AND FUND BALANCES:
LIABILITIES:
Accounts payable 29,367$ 131$ -$ -$
Unearned revenues 63,041 - - -
Deposits payable - - - -
Due to other funds 1,600,000 - - 953,000
TOTAL LIABILITIES 1,692,408 131 - 953,000
DEFERRED INFLOWS OF RESOURCES:
Unavailable revenues 1,440,000 - - 857,700
TOTAL DEFERRED INFLOWS OF RESOURCES 1,440,000 - - 857,700
FUND BALANCES:
Restricted for:
Capital Projects - - - -
Special programs - - - -
Assigned to:
Capital projects 8,597,824 - - -
Property acquisition 420,387 - - -
Public facilities - - 737,119 3,897,380
Special programs - - - -
Street related purposes - 2,056,805 - -
TOTAL FUND BALANCES 9,018,211 2,056,805 737,119 3,897,380
TOTAL LIABILITIES, DEFERRED INFLOWS
OF RESOURCES AND FUND BALANCES 12,150,619$ 2,056,936$ 737,119$ 5,708,080$
Capital
Projects
Reserve
Drainage
Facilities
Economic
Development
Parks and
Recreational
Facilities
148
CITY OF PALM DESERT
COMBINING BALANCE SHEET
OTHER CAPITAL PROJECTS FUNDS
JUNE 30, 2018
ASSETS:
Pooled cash and investments
Receivables:
Accounts
Interest
Due from other governments
Due from other funds
Restricted assets:
Cash and investments with fiscal agents
Advances to Successor Agency
TOTAL ASSETS
LIABILITIES, DEFERRED INFLOWS OF RESOURCES,
AND FUND BALANCES:
LIABILITIES:
Accounts payable
Unearned revenues
Deposits payable
Due to other funds
TOTAL LIABILITIES
DEFERRED INFLOWS OF RESOURCES:
Unavailable revenues
TOTAL DEFERRED INFLOWS OF RESOURCES
FUND BALANCES:
Restricted for:
Capital Projects
Special programs
Assigned to:
Capital projects
Property acquisition
Public facilities
Special programs
Street related purposes
TOTAL FUND BALANCES
TOTAL LIABILITIES, DEFERRED INFLOWS
OF RESOURCES AND FUND BALANCES
(CONTINUED)
1,500,372$ 103,609$ 3,031,517$ 3,378,392$
--4,610 -
--14,959 -
----
--500,000 -
----
----
1,500,372$ 103,609$ 3,551,086$ 3,378,392$
9,064$ -$ 48,200$ 103,594$
----
107,430 ---
----
116,494 -48,200 103,594
----
----
----
1,383,878 ---
----
----
-- 3,502,886 3,274,798
----
- 103,609 --
1,383,878 103,609 3,502,886 3,274,798
1,500,372$ 103,609$ 3,551,086$ 3,378,392$
Buildings
Art in Public
Places Signalization Capital Golf
149
CITY OF PALM DESERT
COMBINING BALANCE SHEET
OTHER CAPITAL PROJECTS FUNDS
JUNE 30, 2018
ASSETS:
Pooled cash and investments
Receivables:
Accounts
Interest
Due from other governments
Due from other funds
Restricted assets:
Cash and investments with fiscal agents
Advances to Successor Agency
TOTAL ASSETS
LIABILITIES, DEFERRED INFLOWS OF RESOURCES,
AND FUND BALANCES:
LIABILITIES:
Accounts payable
Unearned revenues
Deposits payable
Due to other funds
TOTAL LIABILITIES
DEFERRED INFLOWS OF RESOURCES:
Unavailable revenues
TOTAL DEFERRED INFLOWS OF RESOURCES
FUND BALANCES:
Restricted for:
Capital Projects
Special programs
Assigned to:
Capital projects
Property acquisition
Public facilities
Special programs
Street related purposes
TOTAL FUND BALANCES
TOTAL LIABILITIES, DEFERRED INFLOWS
OF RESOURCES AND FUND BALANCES
667,255$ -$ 604$ 21$
- - - -
- 261 - -
- - - -
- - - -
- 182,051 - -
- - - -
667,255$ 182,312$ 604$ 21$
-$ -$ -$ -$
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- 182,312 604 21
- - - -
- - - -
- - - -
- - - -
667,255 - - -
- - - -
667,255 182,312 604 21
667,255$ 182,312$ 604$ 21$
Library
Assessment
District No. 94-
3 Merano
Silver Spur
Ranch
Highlands
Undergrounding
150
CITY OF PALM DESERT
COMBINING BALANCE SHEET
OTHER CAPITAL PROJECTS FUNDS
JUNE 30, 2018
ASSETS:
Pooled cash and investments
Receivables:
Accounts
Interest
Due from other governments
Due from other funds
Restricted assets:
Cash and investments with fiscal agents
Advances to Successor Agency
TOTAL ASSETS
LIABILITIES, DEFERRED INFLOWS OF RESOURCES,
AND FUND BALANCES:
LIABILITIES:
Accounts payable
Unearned revenues
Deposits payable
Due to other funds
TOTAL LIABILITIES
DEFERRED INFLOWS OF RESOURCES:
Unavailable revenues
TOTAL DEFERRED INFLOWS OF RESOURCES
FUND BALANCES:
Restricted for:
Capital Projects
Special programs
Assigned to:
Capital projects
Property acquisition
Public facilities
Special programs
Street related purposes
TOTAL FUND BALANCES
TOTAL LIABILITIES, DEFERRED INFLOWS
OF RESOURCES AND FUND BALANCES
-$ 655$ 14,270,347$
- - 4,610
8,724 - 2,321,644
- - 2,132
- - 500,000
1,838,322 - 2,020,373
- - 12,765,000
1,847,046$ 655$ 31,884,106$
-$ -$ 190,356
- - 63,041
- - 107,430
- - 2,553,000
- - 2,913,827
- - 2,297,700
- - 2,297,700
1,847,046 655 2,030,638
- - 1,383,878
- - 8,597,824
- - 420,387
- - 11,412,183
- - 667,255
- - 2,160,414
1,847,046 655 26,672,579
1,847,046$ 655$ 31,884,106$
Total Other
Capital Projects
Funds
CFD
University
Special
Assessment Assessment 29
151
CITY OF PALM DESERT
COMBINING STATEMENT OF REVENUES,
EXPENDITURES AND CHANGES IN FUND BALANCES
OTHER CAPITAL PROJECTS FUNDS
YEAR ENDED JUNE 30, 2018
REVENUES:
Licenses and permits -$ -$ -$ -$
Intergovernmental revenues 65,110 - 69,423 -
Investment earnings 35,252 25,158 8,595 1,043
Miscellaneous - - - -
TOTAL REVENUES 100,362 25,158 78,018 1,043
EXPENDITURES:
Current:
General government 7,879 - 75,000 -
Public safety - - - -
Parks, recreation and culture 24,653 - - -
Public works 270,206 1,881 - -
Capital outlay 103,617 - - -
TOTAL EXPENDITURES 406,355 1,881 75,000 -
EXCESS OF REVENUES OVER
(UNDER) EXPENDITURES (305,993) 23,277 3,018 1,043
OTHER FINANCING SOURCES (USES)
Transfers in - - 68,621 -
Transfers out - - - -
TOTAL OTHER FINANCING
SOURCES (USES)- - 68,621 -
NET CHANGE IN FUND BALANCES (305,993) 23,277 71,639 1,043
FUND BALANCES - BEGINNING OF YEAR 9,324,204 2,033,528 665,480 3,896,337
FUND BALANCES - END OF YEAR 9,018,211$ 2,056,805$ 737,119$ 3,897,380$
Capital
Projects
Reserve
Drainage
Facilities
Economic
Development
Parks and
Recreational
Facilities
152
CITY OF PALM DESERT
COMBINING STATEMENT OF REVENUES,
EXPENDITURES AND CHANGES IN FUND BALANCES
OTHER CAPITAL PROJECTS FUNDS
YEAR ENDED JUNE 30, 2018
REVENUES:
Licenses and permits
Intergovernmental revenues
Investment earnings
Miscellaneous
TOTAL REVENUES
EXPENDITURES:
Current:
General government
Public safety
Parks, recreation and culture
Public works
Capital outlay
TOTAL EXPENDITURES
EXCESS OF REVENUES OVER
(UNDER) EXPENDITURES
OTHER FINANCING SOURCES (USES)
Transfers in
Transfers out
TOTAL OTHER FINANCING
SOURCES (USES)
NET CHANGE IN FUND BALANCES
FUND BALANCES - BEGINNING OF YEAR
FUND BALANCES - END OF YEAR
(CONTINUED)
181,645$ -$ -$ -$
----
19,729 1,266 57,941 42,742
826 - 2,038,219 -
202,200 1,266 2,096,160 42,742
---341,864
---19,698
107,013 -372,916 -
----
---44,727
107,013 -372,916 406,289
95,187 1,266 1,723,244 (363,547)
----
(159,664)- (1,127,500)-
(159,664)- (1,127,500)-
(64,477)1,266 595,744 (363,547)
1,448,355 102,343 2,907,142 3,638,345
1,383,878$ 103,609$ 3,502,886$ 3,274,798$
Art in Public
Places Signalization Capital Golf Buildings
153
CITY OF PALM DESERT
COMBINING STATEMENT OF REVENUES,
EXPENDITURES AND CHANGES IN FUND BALANCES
OTHER CAPITAL PROJECTS FUNDS
YEAR ENDED JUNE 30, 2018
REVENUES:
Licenses and permits
Intergovernmental revenues
Investment earnings
Miscellaneous
TOTAL REVENUES
EXPENDITURES:
Current:
General government
Public safety
Parks, recreation and culture
Public works
Capital outlay
TOTAL EXPENDITURES
EXCESS OF REVENUES OVER
(UNDER) EXPENDITURES
OTHER FINANCING SOURCES (USES)
Transfers in
Transfers out
TOTAL OTHER FINANCING
SOURCES (USES)
NET CHANGE IN FUND BALANCES
FUND BALANCES - BEGINNING OF YEAR
FUND BALANCES - END OF YEAR
-$ -$ -$ -$
- - - -
- 2,186 8 -
- - - -
- 2,186 8 -
- - - -
- - - -
- - - -
- - - -
- - - -
- - - -
- 2,186 8 -
- - - -
- - - -
- - - -
- 2,186 8 -
667,255 180,126 596 21
667,255$ 182,312$ 604$ 21$
Library
Assessment
District No. 94-
3 Merano
Silver Spur
Ranch
Highlands
Undergrounding
154
CITY OF PALM DESERT
COMBINING STATEMENT OF REVENUES,
EXPENDITURES AND CHANGES IN FUND BALANCES
OTHER CAPITAL PROJECTS FUNDS
YEAR ENDED JUNE 30, 2018
REVENUES:
Licenses and permits
Intergovernmental revenues
Investment earnings
Miscellaneous
TOTAL REVENUES
EXPENDITURES:
Current:
General government
Public safety
Parks, recreation and culture
Public works
Capital outlay
TOTAL EXPENDITURES
EXCESS OF REVENUES OVER
(UNDER) EXPENDITURES
OTHER FINANCING SOURCES (USES)
Transfers in
Transfers out
TOTAL OTHER FINANCING
SOURCES (USES)
NET CHANGE IN FUND BALANCES
FUND BALANCES - BEGINNING OF YEAR
FUND BALANCES - END OF YEAR
-$ -$ 181,645$
- - 134,533
24,531 9 218,460
- - 2,039,045
24,531 9 2,573,683
- - 424,743
- - 19,698
- - 504,582
- - 272,087
- - 148,344
- - 1,369,454
24,531 9 1,204,229
- - 68,621
- - (1,287,164)
- - (1,218,543)
24,531 9 (14,314)
1,822,515 646 26,686,893
1,847,046$ 655$ 26,672,579$
Total Other
Capital
Projects Fund
CFD
University
Special
Assessment
District
Assessment
29
155
CITY OF PALM DESERT
BUDGETARY COMPARISON SCHEDULE
CAPITAL PROPERTIES
YEAR ENDED JUNE 30, 2018
Variance with
Final Budget
Budget Amounts Actual Positive
Original Final Amounts (Negative)
Budgetary Fund Balance, July 1 69,152,038$ 69,152,038$ 69,152,038$ -$
Resources (Inflows):
Investment earnings 250,100 250,100 640,924 390,824
Amounts Available for Appropriations 69,402,138 69,402,138 69,792,962 390,824
Charges to Appropriation (Outflow):
Parks and recreation - 667,245 667,245 -
Public works 5,020,000 13,020,000 79,748 12,940,252
Capital outlay 1,765,000 10,000,000 291,221 9,708,779
Total Charges to Appropriations 6,785,000 23,687,245 1,038,214 22,649,031
Budgetary Fund Balance, June 30 62,617,138$ 45,714,893$ 68,754,748$ 23,039,855$
156
CITY OF PALM DESERT
BUDGETARY COMPARISON SCHEDULE
CAPITAL PROJECTS RESERVE
YEAR ENDED JUNE 30, 2018
Variance with
Final Budget
Budget Amounts Actual Positive
Original Final Amounts (Negative)
Budgetary Fund Balance, July 1 9,324,204$ 9,324,204$ 9,324,204$ -$
Resources (Inflows):
Intergovernmental 2,370,000 2,370,000 65,110 (2,304,890)
Investment earnings 14,000 14,000 35,252 21,252
Amounts Available for Appropriations 11,708,204 11,708,204 9,424,566 (2,283,638)
Charges to Appropriation (Outflow):
General government - 120,188 7,879 112,309
Public safety 75,000 75,000 - 75,000
Parks, recreation and culture 4,500 282,291 24,653 257,638
Public works 870,000 1,398,407 270,206 1,128,201
Capital outlay 65,000 2,157,611 103,617 2,053,994
Total Charges to Appropriations 1,014,500 4,033,497 406,355 3,627,142
Budgetary Fund Balance, June 30 10,693,704$ 7,674,707$ 9,018,211$ 1,343,504$
157
CITY OF PALM DESERT
BUDGETARY COMPARISON SCHEDULE
DRAINAGE FACILITIES
YEAR ENDED JUNE 30, 2018
Variance with
Final Budget
Budget Amounts Actual Positive
Original Final Amounts (Negative)
Budgetary Fund Balance, July 1 2,033,528$ 2,033,528$ 2,033,528$ -$
Resources (Inflows):
Investment earnings 4,000 4,000 25,158 21,158
Amounts Available for Appropriations 2,037,528 2,037,528 2,058,686 21,158
Charges to Appropriation (Outflow):
Public works - 476,292 1,881 474,411
Capital outlay - 10,000 - 10,000
Total Charges to Appropriations -486,292 1,881 484,411
Budgetary Fund Balance, June 30 2,037,528$ 1,551,236$ 2,056,805$ 505,569$
158
CITY OF PALM DESERT
BUDGETARY COMPARISON SCHEDULE
ECONOMIC DEVELOPMENT
YEAR ENDED JUNE 30, 2018
Variance with
Final Budget
Budget Amounts Actual Positive
Original Final Amounts (Negative)
Budgetary Fund Balance, July 1 665,480$ 665,480$ 665,480$ -$
Resources (Inflows):
Intergovernmental - - 69,423 69,423
Investment earnings 3,000 3,000 8,595 5,595
Transfers in - - 68,621 68,621
Amounts Available for Appropriations 668,480 668,480 812,119 143,639
Charges to Appropriation (Outflow):
General government 200,000 623,620 75,000 548,620
Total Charges to Appropriations 200,000 623,620 75,000 548,620
Budgetary Fund Balance, June 30 468,480$ 44,860$ 737,119$ 692,259$
159
CITY OF PALM DESERT
BUDGETARY COMPARISON SCHEDULE
PARKS AND RECREATIONAL FACILITIES
YEAR ENDED JUNE 30, 2018
Variance with
Final Budget
Budget Amounts Actual Positive
Original Final Amounts (Negative)
Budgetary Fund Balance, July 1 3,896,337$ 3,896,337$ 3,896,337$ -$
Resources (Inflows):
Investment earnings 500 500 1,043 543
Amounts Available for Appropriations 3,896,837 3,896,837 3,897,380 543
Charges to Appropriation (Outflow):
Parks, recreation and culture - 20,000 - 20,000
Total Charges to Appropriations - 20,000 - 20,000
Budgetary Fund Balance, June 30 3,896,837$ 3,876,837$ 3,897,380$ 20,543$
160
CITY OF PALM DESERT
BUDGETARY COMPARISON SCHEDULE
ART IN PUBLIC PLACES
YEAR ENDED JUNE 30, 2018
Variance with
Final Budget
Budget Amounts Actual Positive
Original Final Amounts (Negative)
Budgetary Fund Balance, July 1 1,448,355$1,448,355$1,448,355$-$
Resources (Inflows):
Licenses and permits 205,700 205,700 181,645 (24,055)
Investment earnings 6,000 6,000 19,729 13,729
Miscellaneous --826 826
Amounts Available for Appropriations 1,660,055 1,660,055 1,650,555 (9,500)
Charges to Appropriation (Outflow):
Parks, recreation and culture 149,950 170,808 107,013 63,795
Transfers out 200,000 200,000 159,664 40,336
Total Charges to Appropriations 349,950 370,808 266,677 104,131
Budgetary Fund Balance, June 30 1,310,105$1,289,247$1,383,878$94,631$
161
CITY OF PALM DESERT
BUDGETARY COMPARISON SCHEDULE
SIGNALIZATION
YEAR ENDED JUNE 30, 2018
Variance with
Final Budget
Budget Amounts Actual Positive
Original Final Amounts (Negative)
Budgetary Fund Balance, July 1 102,343$ 102,343$ 102,343$ -$
Resources (Inflows):
Investment earnings 300 300 1,266 966
Amounts Available for Appropriations 102,643 102,643 103,609 966
Charges to Appropriation (Outflow):
Capital outlay - 35,000 - 35,000
Total Charges to Appropriations - 35,000 - 35,000
Budgetary Fund Balance, June 30 102,643$ 67,643$ 103,609$ 35,966$
162
CITY OF PALM DESERT
BUDGETARY COMPARISON SCHEDULE
CAPITAL GOLF
YEAR ENDED JUNE 30, 2018
Variance with
Final Budget
Budget Amounts Actual Positive
Original Final Amounts (Negative)
Budgetary Fund Balance, July 1 2,907,142$ 2,907,142$ 2,907,142$ -$
Resources (Inflows):
Investment earnings 30,000 30,000 57,941 27,941
Miscellaneous 1,948,606 1,948,606 2,038,219 89,613
Amounts Available for Appropriations 4,885,748 4,885,748 5,003,302 117,554
Charges to Appropriation (Outflow):
Parks, recreation and culture 782,840 803,053 372,916 430,137
Transfers out 1,127,500 1,127,500 1,127,500 -
Total Charges to Appropriations 1,910,340 1,930,553 1,500,416 430,137
Budgetary Fund Balance, June 30 2,975,408$ 2,955,195$ 3,502,886$ 547,691$
163
CITY OF PALM DESERT
BUDGETARY COMPARISON SCHEDULE
BUILDINGS
YEAR ENDED JUNE 30, 2018
Variance with
Final Budget
Budget Amounts Actual Positive
Original Final Amounts (Negative)
Budgetary Fund Balance, July 1 3,638,345$ 3,638,345$ 3,638,345$ -$
Resources (Inflows):
Investment earnings 17,500 17,500 42,742 25,242
Amounts Available for Appropriations 3,655,845 3,655,845 3,681,087 25,242
Charges to Appropriation (Outflow):
General government 509,100 302,373 341,864 (39,491)
Public safety 165,000 165,000 19,698 145,302
Capital outlay 45,000 572,360 44,727 527,633
Total Charges to Appropriations 719,100 1,039,733 406,289 633,444
Budgetary Fund Balance, June 30 2,936,745$ 2,616,112$ 3,274,798$ 658,686$
164