City of Somerville header
File #: 213429    Version: 1
Type: Ordinance Status: Ordained
File created: 3/24/2022 In control: City Council
On agenda: 3/24/2022 Final action: 4/14/2022
Enactment date: 4/14/2022 Enactment #: 213429
Title: Requiring mid-year fiscal reports provided to this Council.
Sponsors: Jefferson Thomas ("J.T.") Scott
Code sections: Ordinance Not Zoning -

  Agenda Text

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Requiring mid-year fiscal reports provided to this Council.

 

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Official Text

Proposing an Ordinance Relative to Mid-Year Fiscal Reports

 

That this Board approve the following Ordinance relative to municipal finance reports and projections:

 

At the second regularly scheduled meeting of the City Council for the month of February, the Director of Finance for the City shall provide the City Council with a mid-year report of the City's performance under the budget for that fiscal year. The presentation shall include a summary of expenditures as of mid-year for the entire operating budget for the City including the Personal Services line item and Ordinary Maintenance line item for each department that appears in the budget for such fiscal year. The report shall also include a mid-year revenue summary consistent with the categories of revenue appearing in the budget document issued for the fiscal year.

 

The Director of Finance shall also provide the City Council the following items which may impact the upcoming fiscal year’s proposed budget:

 

1) Anticipated Levy Limit for the following fiscal year including new growth estimates,

 

2) Review of first two quarters of revenue from all available sources and comparison to historical trends at that point in the fiscal year,

 

3) Amount of certified free cash remaining as of mid-year,

 

4) Update on existing debt service schedule for the City and anticipated projects to be borrowed before the end of the fiscal year,

 

5) Review of current city staffing including key departmental vacancies and review of current hiring and retention trends as reported by the Human Resources Department,

 

6) Any additional financial concerns or issues that the Director of Finance believes may impact the operating budget for the remainder of the fiscal year or subsequent fiscal year.

 

After discussing the information provided to the City Council by the Director of Finance in response to the items outlined in Section B above, the City Council by majority vote may submit to the Director of Finance the Board's recommendations as to the increase in the operating budget for the City from the current fiscal year to the next fiscal year, the increase in property taxes to fund the operating budget from the current fiscal year to the next fiscal year, and new positions proposed for the next fiscal year.