Agenda Packet 2001-05-31 SP
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CITY COUNCIL (5& if
AGENDA ~/7~
Michael A. Lady Mayor
Tony M. Ferrara Mayor Pro Tem Steven Adams City Manager
Thomas A. Runels Council Member Timothy J. Carmel City Attorney
Jim Dickens Council Member Kelly Wetmore Director, Administrative Services
Sandy Lubin Council Member
NOTICE OF SPECIAL MEETING
CITY COUNCIUREDEVELOPMENT AGENCY
AGENDA SUMMARY
THURSDAY, MAY 31, 2001
6:30 P.M.
Arroyo Grande City Council Chambers
215 East Branch Street, Arroyo Grande
1. CALL TO ORDER: 6:30 P.M.
2. ROLL CALL: COUNCIURDA
3. FLAG SALUTE
4. CITIZENS' INPUT, COMMENTS, AND SUGGESTIONS on Special
Meeting Agenda Items. Members of the public wishing to address the
Council/RDA on any item described in this Notice may do so when
recognized by the Presiding Officer.
5. CONSIDERATION OF FISCAL YEAR 2001-02 PRELIMINARY ANNUAL
BUDGET (ADAMS/SNODGRASS)
The City Council/Redevelopment Agency will review the FY 2001-02
Preliminary Annual Budget. The City Council/RDA will consider adoption
of the FY 2001-02 Budget at its Regular Meeting of June 12, 2001.
6. ADJOURNMENT to Regular City Council Meeting of Tuesday, June 12,
2001 at 7:00 p.m. in the Council Chambers, 215 East Branch Street.
MEMORANDUM
TO: CITY COUNCIL
FROM: STEVEN ADAMS, CITY MANAGE~~
,-. .
SUBJECT: FY 2001-02 PRELIMINARY BUDGET
DATE: MAY 31,2001
RECOMMENDATION:
The FY 2001-02 Preliminary Budget is provided for review, discussion, public input and
direction. No action is recommended at this time. The proposed budget will be placed
on the City Council agenda on June 12, 2001 for formal consideration.
FUNDING:
The proposed General Fund budget is $9,685,455 and the total recommended City
budget is $15,095,853. All funds are balanced.
DISCUSSION:
Please find attached the recommended Preliminary Budget for FY 2001-02. The
document is important because it represents staffs recommendation, and ultimately
City Council's direction, for the work plan for the upcoming year. All funds are balanced
under the proposal. The recommendations address each of the budget priorities
established by the City Council and make progress toward achieving the City's Fiscal
Policy goals. We believe the draft budget presents a balanced and responsible
approach to providing quality services and projects in the most cost effective manner.
The proposed General Fund budget is $9,685,455, which includes an increase of 1.9%
over the FY 2000-01 adjusted budget amount. This is well below the existing CPI rate
of 3.8%, although inclusion of Huasna Road improvement funding in the FY 2000-01
budget is partially responsible for the small percentage adjustment. Costs for services
and supplies are proposed to actually decrease by $150,661, or about 6.82%. The total
recommended City budget is $15,095,853. This represents a decrease of 8.8% from
the FY 2000-01 approved budget. The reduction is attributed primarily to a decrease in
new funding for capital projects. The FY 2000-01 amount is higher due primarily to CIP
funding budgeted the past year for replacement of Reservoir #1 and one-time STIP
(State Transportation Improvement Program) funding for the Fair Oaks, Tally Ho and
East Grand Avenue improvement projects.
CITY COUNCIL
FY 2001-02 PRELIMINARY BUDGET
MAY 31, 2001
PAGE 2
While not dramatic, revenue projections continue to show favorable trends. General
Fund revenues, excluding transfers, are forecasted to be approximately $146,500 over
the estimated actual revenues for FY 2000-01. In addition, increases in reoccurring
revenues, such as sales tax, are more than compensating for decreases in one-time
revenues. Given current uncertainties regarding the State's budget and the economy, a
conservative approach was utilized in forecasting revenues. No revenue was budgeted
for ERAF reimbursements and only minor increases were included for the State's
backfill funding for motor vehicle license fee revenue. FY 2000-01 actual revenues are
now estimated to be greater, and expenditures less, than originally projected. This will
increase the reserve by approximately $275,000 when comparing estimated actual to
amended budget amounts.
The process for preparing the budget was modified this year. The most significant
change was beginning the process by establishing budget priorities, recommended by
the department directors and approved by the City Council. Departments were directed
to maintain their operating budgets within a maximum of a 2% increase. Items requiring
expenditures above the 2% amount, new or expanded services, and staffing changes
required submittal of a Service Level Change/Budget Amendment Request.
Departments were also instructed that any increases would focus primarily on the
priorities established. After a number of individual review meetings, overall
recommendations were developed by the City Manager and Director of Financial
Services and presented to the Department Director team. The final recommendations
presented to the City Council for consideration are the consensus of all the department
directors.
Key items included in the proposed budget are as follows:
. Projected increase in the reserve ($102,700).
. Cost of living increases for AGPOA, SEIU, management and part-time
employees ($16,046).
. Implementation of approved changes regarding the Redevelopment Agency
budget to address the operating deficit ($87,000).
. General Fund street improvement funding ($30,500). By budgeting the Huasna
Road funding received from the Lopez Dam retrofit project over a two-year
period, it can enable the City to meet the maintenance of effort requirement for
FY 2000-01 State Traffic Congestion Relief funding, as well as a portion of the
requirement for FY 2001-02. The additional proposed amount of $30,500 will
make the City eligible for any Traffic Congestion Relief program funding
approved by the State for FY 2001-02. It is not recommended to appropriate
funding above this level this fiscal year in order to reduce the City's maintenance
of effort requirement for future funding.
CITY COUNCIL
FY 2001-02 PRELIMINARY BUDGET
MAY 31, 2001
PAGE 3
. Addition of one paid Fire Captain position ($74,000).
. Increases in equipment replacement, particularly for Police and Parks,
Recreation & Facilities Departments ($94,378).
. Funding for development of a City-wide employee development program
($5,000) and disaster management training/exercises ($2,000).
. Provision of access to the Municipal Code on the City's web site ($1,950).
. Improvements to the City's computer network infrastructure ($28,100).
. Development of a GIS (geographic information system) land use database
($5,000).
. East Grand Avenue Master Plan ($6,000) - additional utilization of Cal Poly
students or professional services for completion of the final plan, design
guidelines and development code amendments.
. Community Development special projects ($10,000) - funding that will be
reserved for professional services for projects directed by City Council when
staffing is not available to complete within the desired time frame.
. Addition of intern for the Community Development Department ($10,000).
. Funding for utility rate cost increases ($31,000).
. Reclassification of a Public Works contract maintenance worker and part-time
office assistant to permanent full-time employees ($18,705).
. Increase in Public Works contractual services for John Wallace & Associates
(20,000).
. The City's obligation for funding the new structure of the Local Agency Formation
Commission ($11,000).
. Cost of the League of California Cities Grassroots Lobbying Effort, if approved by
the City Council ($2,800).
While the recommended budget should be viewed as a positive direction in meeting the
City's needs, a number of issues and challenges remain. While the City has been
extremely successful in obtaining grants, particularly for street improvement projects,
the most serious concern is the lack of sufficient ongoing funding for infrastructure
improvements or major capital projects. Reserves are increasing, but remain below the
Fiscal Policy goals and would not enable the City to withstand fluctuations in the
CITY COUNCIL
FY 2001-02 PRELIMINARY BUDGET
MAY 31, 2001
PAGE 4
economy without service level impacts. In addition, little progress has been made in
establishing reserves for ongoing equipment replacement. Lastly, while implementation
of a plan to address Redevelopment Agency operating deficits is now under way, the
impacts of those shortfalls on the General Fund, Sewer Facility Fund and Water Facility
Fund continue to be a concern.
These issues will be addressed in the discussion and development of the Long-Range
Financial Plan. Therefore, while a number of financial issues exist, staff believes the
proposed budget provides an effective step in addressing community needs in a cost
efficient manner and will serve as a solid foundation for initiation of the long-range
financial planning process.
We are proud to present to the City Council this proposed budget document. It is
important to recognize some of the key efforts involved. First of all, the budget format
and fiscal procedures in place in the City are outstanding, particularly given the size of
the organization. As you know, they have received numerous well-deserved awards.
The major extent of the work involved has been done by Lynda Snodgrass, the Director
of Financial Services. Second, individually and as a team, each of the department
directors has excelled in managing and preparing their budgets in a cost efficient and
responsive manner. Last, but of course not least, the progress we are making with
regard to the fiscal health of the City is largely attributed to the ongoing prudent fiscal
approach of the City Council. Staff recognizes and appreciates the decisions and
support involved in that approach.
The budget recommendations will be presented in more detail at the special City
Council Study Session. Please feel free to contact staff with any questions or requests
for additional information in the meantime.
ALTERNATIVES:
The following alternatives are provided for the Council's consideration:
- Receive and discuss recommendations;
- Direct staff to provide additional information and/or make changes.