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HomeMy WebLinkAboutFIN-2022-414 - 2022 June Variance ReportStaff Report r NJ :R Financia( Services Department www.kitchener.ca REPORT TO: Committee of the Whole DATE OF MEETING: August 22, 2022 SUBMITTED BY: Ryan Hagey, Director of Finance, 519-741-2200 ext. 7353 PREPARED BY: Debbie Andrade, Manager of Budgets, 519-741-2200 ext. 7114 WARD(S) INVOLVED: All Wards DATE OF REPORT: August 16, 2022 REPORT NO.: FIN -2022-414 SUBJECT: 2022 June Variance Report RECOMMENDATION: For Information REPORT HIGHLIGHTS: • The purpose of this report is to provide an update on financial results for City operations. • Tax supported operations are projecting a deficit of $105,000. • This report supports the delivery of core services. BACKGROUND: This is the first variance report to Council regarding the City's financial performance versus the 2022 budget. The report and attached schedules include information regarding: • Tax supported operations • Rate supported enterprises/utilities, and • Supplementary information related to investment income REPORT: Overall staff is projecting the City's tax supported results for 2022 will be a deficit of $105,000. The major contributors to the overall negative variance are the projected deficits in Sport, Emergency Operations Centre and May 2022 Storm Event. As COVID-19 related restrictions carried into 2022 causing facility closures and reduced programming these areas continued to be impacted for the first half of 2022 with considerable losses in income for room rentals, admissions, and registration fees. Furthermore, on May 21, 2022 the City was impacted by the severe windstorm which occurred across Ontario causing damage and requiring additional cleanup costs primarily in Forestry. These negative variances are offset in part by projected surpluses in Planning, Engineering, Facilities Management, Operations - Roads and Traffic, *** This information is available in accessible formats upon request. *** Please call 519-741-2345 or TTY 1-866-969-9994 for assistance. Page 899 of 917 Investment Income and Gapping savings. More details about each of the City's tax supported divisions are provided in the report below and in Schedule 1. The City's enterprise (non -tax supported business lines) results to the end of June show most of the enterprises have results that were better than budgeted. However, in the rate supported operations, Parking has an unfavourable variance due to lower than anticipated revenues because of reduced monthly and hourly parking demands related to hybrid working environments. Additionally, Water has an unfavourable variance due to increased water maintenance costs and higher than budgeted water supply as a result of increased volumes. More details about each of the City's enterprises are provided in the report below and in Schedules 2-8. In 2020/2021, the City received a total of $20AM in Safe Restart & COVID-19 Recovery funding from the Federal and Provincial governments. The City used $9.04M of this funding to address its 2020 deficits and $8.22M to fund its 2021 deficits. This means the City is carrying forward $3.14M of funding and will be sufficient to fund the City's projected deficit of $0.1 M in tax supported operating as well as the year-to-date deficit in the Parking enterprise without requiring a draw from the City's stabilization reserve. Any carryover funding will help the City deal with any continuing negative financial impacts of COVID-19 that extend into 2022 and beyond. The table below shows the amount of Safe Restart funding received, how it was applied, and the amounts remaining to be employed in 2022. Safe Restart Funding Continuity Significant projected tax supported variances (over $200,000) are summarized below. Additional details are provided in Schedule 1 for projected variances that exceed $100,000. Operating Fund — Tax Base (Schedule 1) Staff is projecting the City's tax supported results for 2022 will be a deficit of $105,000. Significant Proiected Variances (over $200, 000) Community Services Department: • Neighbourhood Programs & Services is projecting a deficit of $210,000 due to reduced revenues as focus switches away from paid rentals. Sport is projecting a deficit of $2,480,000 due to reduced revenues as programs and rentals were negatively impacted from the COVID-19 restrictions in early 2022. Page 900 of 917 D ' * - Tax S5.062.000 S 4.651.260 S 9.713.260 S 8.472.000 S1 692.762 S 2.441,171 S 12.605.933S2.892.673 Parking 52,263,000 S 3.060.435 S 5.323.435 S 2.852.000 S 673.139 52.030,861 S 5,556.000 S 232.565 Golf S 596:000 S 509,128 S 1:105;128 S 619,000 S 146.099 S 349.901 S 1:115.000 S 9.872 Utilities $1,119,000 S - S 1,119,000 S 1,119;000 S - S 1,119,000 s Total 39.040,000 S 8.220,823 S 17.260.823 S 13.062.000 32 512,000 34.821.933 320.395.933 33.135,110 Significant projected tax supported variances (over $200,000) are summarized below. Additional details are provided in Schedule 1 for projected variances that exceed $100,000. Operating Fund — Tax Base (Schedule 1) Staff is projecting the City's tax supported results for 2022 will be a deficit of $105,000. Significant Proiected Variances (over $200, 000) Community Services Department: • Neighbourhood Programs & Services is projecting a deficit of $210,000 due to reduced revenues as focus switches away from paid rentals. Sport is projecting a deficit of $2,480,000 due to reduced revenues as programs and rentals were negatively impacted from the COVID-19 restrictions in early 2022. Page 900 of 917 Corporate Services Department: • Corporate Communications is projecting a deficit of $300,000 primarily due to reduced advertising and sponsorship revenue. Development Services Department: • Planning is projecting a surplus of $275,000 due to higher than anticipated revenues for site plans. Engineering is projecting a surplus of $435,000 because of increased revenues from site plans and service charges. Infrastructure Services Department: • Facilities Management is projecting a surplus of $850,000 due to reduced utility costs compared to budget, as some City facilities closed and/or operated at reduced capacity due to COVID-19 restrictions in early 2022. Parks and Cemeteries is projecting a deficit of $360,000 due to a significant winter as well as increased costs associated with the downtown operations and increasingly elevated demand for maintenance to playground equipment. Operations — Roads and Traffic is projecting a surplus of $280,000 which relates to higher Regional overhead recoveries stemming from heavier winter billings. General Expense: • Gapping is projecting a surplus of $2,965,000 due to staff savings related to regular vacancies and COVID-19, as a number of staff whose facilities or programs were suspended during the pandemic were put on designated emergency leave (DEL) or infectious disease emergency leave (IDEL) allowing them to take advantage of various income support programs offered by the Federal government such as the Canada Emergency Response Benefit (CERB). • Contract Services is projecting a deficit of $215,000 due to increased costs related to the existing contract with the Humane Society. Emergency Operations Centre is projecting a deficit of $785,000 due to the COVID-19 pandemic. Example of costs include: o Purchases of personal protective equipment and other health & safety supplies o Staff overtime related to managing the City's COVID-19 response o Additional cleaning and minor retrofits of City facilities May 2022 Storm Event is projecting a deficit of $1,100,000 due to the additional cleanup costs related to the severe windstorm which occurred on May 21, 2022, across Ontario. These costs have been reported to the province for potential relief funding and/or will be transferred to the weather control reserve at year end. General Revenues: • Investment income is projecting a surplus of $315,000 due to rapid Bank of Canada rate increases since March 2022. Page 901 of 917 • Penalties and Interest is projecting a surplus of $200,000 due to an increase in overall property tax receivable balances. Enterprises — (Schedules 2 to 8) For the period of January to June, total enterprise results are $3.8M better than budget. Five of the City's seven enterprises are projecting surpluses. Details of each enterprise are noted below. Building Enterprise (Schedule 2) Building ($784) 1 ($1,200) 1 $416 The Building Enterprise has a favourable variance of $416,000 due to increased Development Charge rates for the school boards and the City of Kitchener as well as lower than budgeted expenses due to staff vacancies. Golf Enterarise (Schedule 3 Golf _ _ 1 $97 1 $62 1 $35 The Golf Enterprise has a slight favourable variance of $35,000 primarily due to higher than budgeted revenues. Parking Enterprise (Schedule 4) ($1,015) The Parking Enterprise has an unfavourable variance of $599,000 as revenues are significantly lower than budget due to reduced monthly and hourly parking demands related to new hybrid working environments. Any deficit realized at year end will be funded from the Safe Restart Funding as the negative variance is as a result of the COVID-19 pandemic. Water Utility (Schedule 5) Page 902 of 917 Water $(647) ($503) ($144) The Water Utility has an unfavourable variance of $144,000 due to higher than budgeted water supply as a result of increased volumes and increased water maintenance costs with more maintenance work being performed in the first half of the year. Sanitary Sewer Utility (Schedule 6) ($1,904) , $2,693 The Sanitary Sewer Utility has a favourable variance of $2,693,000. Sewer surcharge revenues are higher than budgeted, which is consistent with increased volume sales also noted in the Water utility. Additionally, sewage processing costs were less than budget due to the dry spring and early summer. These favourable variances are slightly offset by increased maintenance costs from unforeseen emergency repair costs for the Ottawa Street trunk sanitary sewer. Stormwater Utility (Schedule 7) Stormwater 1 $663 ' $593 1 $70 The Stormwater Utility has a favourable variance of $70,000 as a result of higher than budgeted stormwater fee revenues from increased development. Gas Utility (Schedule 8) Gas Utility (Total) $2,985 $1,622 $1,363 Gas Delivery $2,355 $1,634 $721 Gas Supply $630 ($12) $642 The Gas Utility (Total) has a favourable variance of $1,363,000. The majority of this variance is due to gas supply sales revenues higher than budget from increased gas consumption because of the cold winter as well as higher than budget expenses due to increased volumes of gas purchased. Gas Delivery sales revenues are higher than budget due to increased gas consumption because of the cold winter as well as higher than budgeted tank rentals and recoveries from warranty items. Page 903 of 917 Investment Report (Schedule 9) All investments made were in accordance with the City's investment policy. Short-term investment yields to date have averaged 1.37% and are above the average interest rate of 1.16% for all of 2021. STRATEGIC PLAN ALIGNMENT: This report supports the delivery of core services. FINANCIAL IMPLICATIONS: Financial implications are discussed above and detailed in the attached schedules. COMMUNITY ENGAGEMENT: INFORM — This report has been posted to the City's website with the agenda in advance of the council / committee meeting. PREVIOUS REPORTS/AUTHORITIES: There are no previous reports/authorities related to this matter. APPROVED BY: Jonathan Lautenbach, Chief Financial Officer ATTACHMENTS: • Schedule 1: Statement of Operations — Tax Supported Services • Schedule 2: Statement of Operations — Building • Schedule 3: Statement of Operations — Golf • Schedule 4: Statement of Operations — Parking • Schedule 5: Statement of Operations — Water • Schedule 6: Statement of Operations — Sanitary Sewer • Schedule 7: Statement of Operations — Stormwater • Schedule 8: Statement of Operations — Gas • Schedule 9: Investment Report Page 904 of 917 u 0 u i0 O O O O O O O C O O � O O vt ut O O N C N CO m N VJ 01 0 Lq n m C O N h W N m o N o 0 0 m io N o i ul O N N C O O N h u) h N h u) .N -i n 01 O C C O N V N N F Z m m -L r� m N C T C pt pC1 c -I n M N pt W � O ut i O C u011 .m -i � I M M N ap C ut I o m C ON C N N ff1 I M O N W O T 01 m m m m VO) N C lip N fmi) N ON V T u) N ul O u) N m o m m MO N N N N O N O C c -I O N N VO) VN) OND M O N 01 W u) ap O M l0 in o0 o m m Ni ui .ti .-i v .a 00 0 0 N N Op N N 01 N F .N -i n 01 O C C O N V N N u1Oi o ino urvi v m c N n T m c C a N N m o n o -:T o 0 N VJ h N .-i ap C U N N � m m o n (: N u N N C lip S N C N O n O u N N O O O O u) O N C ) Q l O O n N O O O O O O m C C m m v aD m N W VO`1 V^1 o � N .ti t0 C u) m O N O m a0 d N m O m V O u) N M W N DCO 01 � o m )Oo uN1 ut � oD M N ap W h ap N N C C C M v N N m m in N W C O1 C C N a0 u) C N C N C 01 m O 4- 0 LO O O W LL F Z F Z W C Z W V Q CO C Z O u 0 Z W W Z Or w F O OC LL O OC ¢ m W O O d' W~ h O !.1 W V~_1 U 07J Q K w Q d H D to Z Z m H �^ p Z O V) g z N g a d v~i Z O win G r W C z O o DZ{ r a h w o a w 0 p U Q m i Z w 19 O D N m 6 LU 0 O W p V Z O W Z V W Z w O INY V Q w W Z Q W w O W Q 02 Z m F- N h> m U V) N m 0 0 O O Z N W V W w Z i N K w m Z N% u WW O Q R Z y. 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