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Ll <br />1 <br />F, <br />City of San Leandro <br />Required Supplemental Information <br />For the year ended June 30, 2010 <br />1. BUDGETS AND BUDGETARY ACCOUNTING <br />The City adopts a budget annually for all governmental fund types. This budget is effective July 1 for the ensuing <br />fiscal year. From the effective date of the budget, which is adopted and controlled at the department level, the amounts <br />stated therein as proposed expenditures become appropriations to the various City departments. The City Council may <br />amend the budget by resolution during the fiscal year. The City Manager is authorized to transfer budgeted amounts <br />between departments and line items within any fund; however, any revisions which alter the total expenditures of any <br />fund must be approved by the City Council. Transfers between funds must be approved by the City Council. All <br />appropriations lapse at year-end, unless otherwise authorized by the City Council and the City Manager, except for <br />capital improvement funds for which appropriations endure until the project is completed. <br />Annual budgets are adopted on a basis consistent with generally accepted accounting principles except for capital <br />projects funds, which are adopted on a project length basis, which means budgets, are used until the project's <br />completion for the entire project amount. <br />Under encumbrance accounting, purchase orders, contracts and other commitments for the expenditures of monies are <br />recorded in order to reserve that portion of the applicable appropriation. Encumbrance accounting is employed as an <br />extension of the formal budgetary process. Encumbrances outstanding at year-end are carried over to the next fiscal <br />year as part of that year's budget resolution. <br />GAAP serves as the budgetary basis of accounting. <br />2. PENSION PLANS SCHEDULE OF FUNDING PROGRESS — PERS <br />Public Employees Retirement System Pension plan consist of annual actuarial valuation of assets for both safety and <br />miscellaneous employees of the City. Note 14 describes the Employee Retirement Plans including plan description, <br />funding policy and annual pension cost. Since the City has less than 100 active members in the Safety plans since <br />06/30/2003, the City is required to participate in a risk pool. An actuarial valuation was performed with other <br />participants within the same risk pool. Therefore, standalone information of the schedule of the funding progress for <br />the City was not disclosed. <br />Unfunded <br />Entry Age <br />Actuarial <br />Valuation <br />Normal Accrued <br />Value of <br />Date <br />Liability <br />Assets <br />Miscellaneous: <br />6/30/2007 <br />179,016,400 <br />164,617,605 <br />6/30/2008 <br />187,424,677 <br />173,324,193 <br />6/30/2009 <br />205,208,780 <br />179,247,735 <br />Safety: <br />6/30/2007 <br />7,986,055,176 <br />6,826,599,459 <br />6/30/2008 <br />8,700,467,733 <br />7,464,927,716 <br />6/30/2009 <br />9,721,675,347 <br />8,027,158,724 <br />Liability Annual UAAL <br />(Excess Funded Covered as a % of <br />Assets) Status Payroll Payroll <br />14,398,795 <br />92.0% <br />22,688,537 <br />63.5% <br />14,100,484 <br />92.5% <br />23,605,301 <br />59.7% <br />25,961,045 <br />87.3% <br />23,510,790 <br />110.4% <br />1,159,455,717 85.5% 731,607,658 158.5% <br />1,235,540,017 85.8% 914,840,596 135.1% <br />1,694,516,623 82.6% 973,814,168 174.0% <br />* Effective with the 6/30/03 valuation, CalPERS established risk pools for plans containing less than 100 active <br />members. The City's plan is included of the cost -sharing multiple -employer defined benefit variety. <br />85 <br />