The unrestricted general fund balance of the Town of Portsmouth
will be maintained at a level sufficient to provide for the required
resources to:
A. Maintain creditworthiness with bond rating agencies;
B. Ensure short-term cash availability when revenue is unavailable or
unanticipated expenditures occur;
C. Minimize interest expense for operating budget needs (short term-borrowing)
and capital projects;
D. Provide for investment income;
E. Provide for stable tax rates; and
F. Enhance planning for contingencies and long-term planning.
The unrestricted general fund balance does not include the nonspendable
fund balance or restricted fund balance. Specifically excluded are
inventories, long-term receivables, principal of trust funds and external
constraints by grantors, creditors, laws of other governments or constitutional
provisions or enabling legislation.
The Town will maintain a minimum unrestricted general fund balance
of 8% of the current period's budgeted expenditures.
An unrestricted general fund balance in excess of the minimum
recommended level may be utilized for the following purposes:
A. Stabilizing tax rates or fluctuations in cash flow requirements;
B. Meeting future capital needs;
C. Counterbalancing difficult economic periods; and
D. Accommodating emergency situations.
To avoid a balance in excess of the level deemed sufficient
for prudent fiscal management, the Town will maintain a maximum unrestricted
general fund balance of 16% of the current period's budgeted
expenditures. Excess amounts will be available for appropriation by
the Town Council in a subsequent fiscal year to fund capital, operating
or debt service expenditures as determined by the Town Council during
the budget process for that subsequent fiscal year.
If the unrestricted general fund balance falls outside of the
above minimum or maximum parameters, the Town Council will adjust
budgeted revenues to be either greater or lesser than budgeted expenditures
in subsequent fiscal years to bring the unrestricted general fund
balance into compliance with this policy.
The Town Council shall not appropriate any moneys out of the
fund balance unless notice of the proposal to do so, reasonably detailed
as to purpose and extent, appears in the call for the meeting.