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File #: CM 21-622   
Type: Committee Memo Status: Presented
File created: 11/16/2021 In control: Committee of the Whole - Finance, Administration, and Communications
On agenda: 11/23/2021 Final action: 11/23/2021
Title: Monthly Financial Report through October 2021 and Quarterly Overtime Report through September 2021
Attachments: 1. Agenda Memo, 2. Attachment A: Monthly Financial Report Through October 2021, 3. Attachment B: Quarterly Overtime Report Through September 2021
TO: Committee of the Whole - Finance, Administration, and Communications
FROM: Mayor Angela Birney
DEPARTMENT DIRECTOR CONTACT(S):
Finance
Chip Corder
425-556-2189

DEPARTMENT STAFF:
Finance
Kelley Cochran
Deputy Finance Director


TITLE:
title
Monthly Financial Report through October 2021 and Quarterly Overtime Report through September 2021


OVERVIEW STATEMENT:
recommendation
Review the Monthly Financial Report from January 1, 2021 through October 31, 2021 and the Quarterly Overtime Report from January 1, 2021 through September 30, 2021.
body

? Additional Background Information/Description of Proposal Attached


REQUESTED ACTION:

? Receive Information ? Provide Direction ? Approve


REQUEST RATIONALE:

* Relevant Plans/Policies:
N/A
* Required:
N/A
* Council Request:
N/A
* Other Key Facts:
N/A


OUTCOMES:
Key highlights from the Monthly Financial Report through October 2021 include:

General Fund
* Total revenues are 24.0%, or $17.9 million, above target.
* Sales tax is 89.0%, or $18.3 million, above target primarily due to the high level of development activity. Ongoing sales tax is 37.6%, or $6.7 million, above target. One-time sales tax, which primarily relates to construction, is $13.7 million through October 2021.
* Utility taxes are 0.23%, or $22,000, below target.
* License & permit fees are 29.2%, or $2.7 million, above target primarily due to the high level of development activity.
* Intergovernmental revenues are 20.9%, or $2.4 million, above target primarily due to the American Rescue Act Plan (ARPA) allocation to the City.
* Total expenditures are 14.5%, or $17.5 million, below target due to position vacancies, the timing of one-time expenditures, and the budget adjustments adopted by ordinance on August 17, 2021 that impact 2022 and beyond. Regarding the budget adjustments, staff will fix the planned spend rate in 2021-2022 for the November 2021 financial report.

Other Funds
* Recreation Activity Fund: Total revenues are 7.3%, or $8...

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