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File #: 241261    Version: 0
Type: Resolution Status: Passed
File created: 11/26/2024 In control: FINANCE & PERSONNEL COMMITTEE
On agenda: Final action: 12/17/2024
Effective date:    
Title: Resolution directing the Department of Administration and the Comptroller’s Office to develop a fund balance policy.
Sponsors: ALD. COGGS, ALD. SPIKER, ALD. MOORE, ALD. BURGELIS
Indexes: BUDGET, COMPTROLLER, DEPARTMENT OF ADMINISTRATION, MUNICIPAL FINANCE
Attachments: 1. Hearing Notice List
Number

241261

Version

ORIGINAL

Reference

240001

Sponsor

ALD. COGGS, SPIKER, MOORE AND BURGELIS

Title

Resolution directing the Department of Administration and the Comptroller’s Office to develop a fund balance policy.

Analysis

This resolution directs the Department of Administration - Budget and Management Division and the Comptroller’s Office to develop a policy regarding the maintenance of fund balances.

Body

Whereas, The City of Milwaukee maintains multiple distinct financial accounts with distinct purposes; and

Whereas, The Department of Administration - Budget and Management Division and the City’s elected Comptroller both monitor the status of the City’s financial accounts; and

Whereas, Decisions made by both the Department of Administration - Budget and Management Division and the City’s elected Comptroller may have an effect on the status of the City’s financial accounts; and 

Whereas, There may exist guidelines and best practices for the maintenance of minimum balances in fund accounts; and

Whereas, The 2025 Budget was adopted by Common Council File Number 240001 on November 8, 2024; and

Whereas, Amendment 5 placed a footnote in the 2025 Budget directing the Department of Administration - Budget and Management Division and the Comptroller’s Office to develop a policy regarding the maintenance of fund balances; now, therefore, be it

Resolved, By the Common Council of the City of Milwaukee, that the Department of Administration - Budget and Management Division and the Comptroller’s Office are directed to jointly develop a policy that establishes minimum balances that shall be maintained in each of the City’s financial accounts; and, be it

Further Resolved, That the Budget and Management Division and the Comptroller’s Office shall present a proposed minimum fund balance policy to the Common Council within 90 days of adoption of this resolution.

Requestor

Drafter

LRB180313-1

Dave Gelting

11/...

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