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65C - FINANCIAL POLICY
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65C - FINANCIAL POLICY
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Last modified
4/10/2024 4:16:10 PM
Creation date
6/1/2017 3:59:49 PM
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Template:
City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
65C
Date
6/6/2017
Destruction Year
2022
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Internal Service Funds <br />Background <br />Internal Service Funds are established to administer and account for various activities whose purpose is to provide <br />for goods and services to support other departments for their ongoing operational and programming needs. The <br />delivery of these services is recovered on a cost recovery basis. <br />Purpose <br />It is the intent of the Internal Service Fund Reserve Policy to establish general guidelines as to the establishment of <br />a proper recovery rate structure and define an appropriate level of reserves for each Internal Service Fund. It will <br />also establish criteria for the use of reserves and establish a process by which to replenish reserves if utilized. <br />Although this polity only addresses the Risk Management Funds (i.e. Liability and Property Insurance and Workers <br />Compensation Fund), it is the intent to build upon and include all internal service funds within this policy. <br />Risk Management <br />The Risk Management programs are established to protect the City's assets through the administration of a properly <br />funded liability claim and insurance program and by minimizing the cost and effect of work -related injuries. Rates <br />for these programs are established on a biennial actuarial basis. <br />Reserves <br />Reserves for these accounts will be funded at not less than 80% as defined in the actuarial study. In addition, three <br />months of operational reserves will be included to address any variations related to revenues and expenditures. <br />Any surplus amounts defined in these accounts from general agencies shall be available for transfer to the General <br />Fund until such time that the General Fund reserve meets the minimum requirement of 15% or to establish the <br />reserve for Economic Uncertainty. Transfers shall be submitted to Council for approval. There after any surplus can <br />be used to fund any deficits identified in other Internal Service Fund reserves, as well as other unfunded capital and <br />deferred related maintenance. <br />Budget & Financial Polices 65C-9 Page 5 <br />
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