Resolution Number SJCHA 15-06-15-01 RESOLUTION NO. SJCHA 15-06-15-01
A RESOLUTION OF THE SSAN JUAN CAPISTRANO HOUSING
AUTHORITY, AMENDING THE FISCAL YEAR 2015-2016 ADOPTED
BUDGET AND AUTHORIZING EXPENSES AND APPROPRIATIONS
RELATED THERETO
WHEREAS, on June 23, 2014, the Commission of the San Juan Capistrano
Housing Authority adopted Resolution 14-06-23-01, adopting the Fiscal Years 2014-
2015 and 2015-2016 Adopted Budget; and,
WHEREAS, information not available at the time of the budget adoption requires
a mid-term adjustment to the Fiscal Year 2015-2016 Adopted Budget in order to deliver
the services expected by the Board of Directors; and,
WHEREAS, the Board of Directors has been presented with and has accepted
and approved the Fiscal Year 2015-2016 Amended Budget.
NOW, THEREFORE, BE IT RESOLVED, that the San Juan Capistrano Housing
Authority does hereby adopt the Fiscal Year 2015-2016 Amended Budget (Exhibit A) as
detailed in the attached schedule.
PASSED, APPROVED, AND ADOPTED this 15"day of June 2015.
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Ila4orks, Secreta
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF SAN JUAN CAPISTRANO )
I, MARIA MORRIS, appointed Housing Authority Secretary of the San Juan Capistrano
Housing Authority of the City of San Juan Capistrano, do hereby certify that the
foregoing Resolution No. SJCHA 15-06-15-01 was duly adopted by the
Commissioners of the San Juan Capistrano Housing Authority at a regular meeting
thereof, held he 15`" day of June 2015, by the following vote:
AYE . OMMISSIONERS:Allevato, Reeve, Perry, Patterson and Chair Ferguson
NOES OMMISSIONERS:None
ABSE T: OMMISSIONERS:None
MARIA R S, ousin thori Secretary
San Juan Capistrano Housing Authority
HOUSING AUTHORITY ADMINISTRATION FUND
FY 2015/16-MID-TERM BUDGET UPDATE
Third Quarter
Amended Revised
Adopted (Proposed) Adopted (Proposed)
Description 2014/15 2014/15 2015/15 Adjustments 2015/16
PROJECTED REVENUE AND OTHER SOURCES
Rental income 5 48,000 $ 48,000 S 39,900 5 (9,400) $ 30,500
Investment interest 2,000 2,000 2,000 2,000
interest from outstanding loans receivable 156,000 156,000 155,000 - 155,000
Transfer Ram Little Hollywood Rental Administration Fund 5,975 18,250
Miscellaneous revenue 50 - -
TOTAL- PROJECTED REVENUES AND OTHER SOURCES $ 211,975 $ 224,300 $ 196,900 $ (9,400) $ 187,500
ESTIMATED EXPENDITURES AND OTHER USES
Board Stipends $ 3,000 $ 3,000 $ 3,000 $ $ 3,000
Legal Notices 150 150 - 150 150
Legal Services 2,500 2,500 2,650 (150) 2,500
Financial Services 11600 1,600 11600 - 1,600
Management Services 30,020 30,020 30,020 (14,020) 16,000
Outside Contract Services - 30,000 - 50,000 501
Miscellaneous 100 100 100 - 100
Housing Administrative Charges 31,240 31,240 31,665 (11,720) 19,945
The Groves Administrative Charges 17,725 17,965 (17,965) -
Rental5ubsidy Program 125,640 125,640 104,830 (25,750) 79,080
TOTAL-ESTIMATED EXPENDITU RES A No OTHER USES $ 211,975 S 224,250 $ 191,830 $ (19,455) $ 172,375
101I hill7f
CONTRIBUTIONS FROM(TO)RESERVES
Transfer$from(to)reserves
Contingency Reserve $ - $ (112,125) $ $ 25,937
CHANGE IN AVAILABLE FUND BALANCE $ - $ (112,0751 $ 5,020 $ 41,062
AVAILABLE FUND BALANCE,JULY 1 282,892 411,550 282,892 299,475
AVARSiUBLE FUND BALANCE JUNE 30 S 282,892 $ 299,475 S 287,962 $ 340.537
FUND BAIANCE,JUNE 30 $ 10,743,655 $ 10,696,531 $ 10,572,893 S 10,711,656
RESERVES
Noncurrent Receivables 5,178,730 5,100,502 5,100,502 5,100,502
Investment in Capital Assets 5,282,033 5,184,429 5,184,429 5,184,429
Cantingencles(target 25%-50%) 112,125 86,188
Contingency and Available Fund Balance as a V.of Non-Capital
Expenditures 133.5% 183.5% 150.1% 247.651.
EXHIBIT A- Pagel of 3
San Juan Capistrano Housing Authority
LITTLE HOLLYWOOD RENTAL HOUSING FUND
FY 2015/16-MID-TERM BUDGET UPDATE
Third Quarter
Amended Revised
Adopted (Proposed) Adopted (Proposed)
Description 2014/15 2014/15 2015/16 Adjustments 2015/16
PROJECTED REVENUE AND OTHER SOURCES
Rental income $ 213,000 $ 213,000 $ 224,000 $ (16,000) $ 208,000
Miscellaneous revenue - 425 - - -
TOTAL- PROJECTED REVENUES AND OTHER SOURCES $ 213,000 $ 213,425 $ 224,000 $ (16,000) $ 208,000
ESTIMATED EXPENDITURES AND OTHER USES
Grounds and Building Maintenance $ 26,800 $ 26,800 $ 22,800 $ 2,000 $ 24,800
Building Improvements 16,000 16,000 16,000 (500) 15,500
Housing Administrative Charges 9,330 9,330 9,460 (4,465) 4,995
Management Services 98,995 98,995 98,995 - 98,995
Electricity 600 600 600 - 600
Gas 100 100 100 - 100
Water 3,000 3,000 3,000 - 3,000
Transfer to Housing Authority Administration Fund 5,975 18,250 - -
TOTAL-ESTIMATED EXPENDITURES AND OTHER USES $ 160,800 $ 173,075 $ 150,955 $ (2,965) $ 147,990
rr r r r, r .rr r
CONTRIBUTIONS FROM(TO)RESERVES
Transfers from(to)reserves
Contingency Reserve $ - $ (77,413) 5 - $ 3,418
CHANGE IN AVAILABLE FUND BALANCE $ 52,200 $ (37,063) $ 73,045 $ 63,428
AVAILABLE FUND BALANCE,JULY 1 469,500 491,568 521,700 454,505
AVAILABLE FUND BALANCE,JUNE 30 $ 521,700 $ 454,505 $ 594,745 517,933
FUND BALANCE,JUNE 30 $ 521,700 $ 531,918 $ 594,745 $ 591,928
RESERVES
Contingencies(target 25%-50%) $ - 5 77,413 $ - $ 73,995
AVAUABLE FUND BALANCE,JUNE 30 $ 521,700 $ 454,505 $ 594,745 $ 517,933
Contingency and Available Fund Balance as a%of Non-
Capital Expenditures 337.0% 343.6% 394.0% 400.0%
EXHIBIT A- Page 2 of 3
San Juan Capistrano Housing Authority
SUCCESSOR AGENCY HOUSING BONDS FUND
FY 2015/16 J -MID-TERM BUDGET UPDATE Third Quarter
Amended Revised
Adopted (Proposed) Adopted (Proposed)
Description 2014/15 2014/15 2015/16 Adjustments 2015/16
PROJECTED REVENUE AND OTHER SOURCES N
Other reimbursements $ - $ 5,200,000 $ - $ - $ -
Investment interest - 4,800 - 5,000 51000
TOTAL,.. PROJECTED REVENUES.AND OTHER SOURCES,,. - $ - $ 5,000
ESTIMATED EXPENDITURES AND OTHER USES
Housing capital project administration $ - $ 14,680 $ - $ 10,700 $ 10,700
The Groves _ ryy� - 100,000 - - -
TOTAL"`dESTI 14�EQ�i XPEN4��tJ�iES�9ND�CaTkIER� SES =" �� �j X14,680. ,$ � , � � T �0,70Q..:� 10_,7#
CURRENT YEAR REVENUE OVER • 51090,120 00 0
CONTRIBUTIONS FROM(TO)RESERVES
Transfers from(to)reserves $ - (5,090,120) $ - 5,700
!CF[�JVGE11f1a AVAILABLE FUND BALANC $ $ S
bACfAI.IABLE�F �IDx�gLv�4NCE;,J,C1L1f Z
AVAILABLE-FUND :A
RESTRICTED FOR HOUSING CAPITAL PROJECTS $ $ 5,090,120 $ - $ 5,084,420
EXHIBIT A- Page 3 of 3