HomeMy WebLinkAbout1996-04-18 City Council (22)THE SL ECT OF
THIS REPORT
ISA
COUNCIL PRIORITY City
BU ’GET 1996-98
City of Palo Alto
Manager’s Report
TO:HONORABLE CITY COUNCIL
FROM:CITY MANAGER DEPARTMENT: ADMINISTRATIVE
SERVICES
DATE:APRIL 18, 1996 CMR:210:96
SUBJECT:ADDITIONAL 1996-1998 BUDGET ISSUES AND SCHEDULE
FOR FUTURE COUNCIL REVIEW OF BUDGET ISSUES
RECOMMENDATIONS
This is an informational report, and no Council action is required. This staff report provides
Council with background information about certain key issues that are addressed in the City
Manager’s Proposed 1996-98 Budget.
EXECUTIVE SUMMARY
For several years, staff has provided Council with a briefing on the policy issues related to
the budget, in advance of Council’s receipt oft he budget document. Because of the number
of issues affecting this year’s budget, staff has presented this information at two Council
study sessions. The March 25, 1996 Council study session was devoted to issues related to
long-term financing needs, which included the traffic safety Council priority. The April 18
Council study session will cover information on the budget issues listed below, along with
a separate report on proposed staffing changes:
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Assistance to East Palo Alto
Families, Youth and Community (Council Priority)
Planning Area-Wide Studies and Zoning Ordinance Update
Parking Permit Fund Status
Automated Payment Service for Utility Customers
Charitable Giving for Utility Customers
Urban Ministry
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In conjunction with the budget reviews, Council will receive separate reports regarding
Utilities rates and reserves, Utility demand-side management programs, and the Utilities
Calaveras reserve.
This report also includes a schedule for dealing with each of the identified budget issues.
ASSISTANCE TO EAST PALO ALTO
In June 1994, the City discontinued its support of regular assigned law enforcement
personnel to East Palo Alto. This was due to staff shortages in the City’s Police Department
and the need to utilize personnel to coordinate law enforcement activities associated with the
World Cup Soccer Games at Stanford University. Further, Police staff believes that East
Palo Alto’s "crisis" has abated. Criminal activity has significantly decreased and its law
enforcement needs are being met by the California Highway Patrol, the Menlo Park Police
Department and the San Mateo County Sheriffs Office. Staff does not anticipate any
funding needs for Police assistance to East Palo Alto with the 1996-98 Budget.
Staffhad planned to return to Council in September 1995 with a status report on the City’s
assistance to East Palo Alto. This was delayed, pending the outcome of a proposal for long-
term law enforcement services between East Palo Alto and the San Mateo County Sheriffs
Office. The East Palo Alto City Council is presently reviewing a proposal prepared by the
San Mateo County Sheriffs Office. Staffwill report to Council when a decision is reached.
FAMILIES, YOUTH AND COMMUNITY (COUNCIL PRIORITY)
The 1996-98 Budget includes programs in the Police and Community Services Department
budgets addressing this Council priority. The goals for 1996-98 include providing additional
youth activities and locations, particularly for teenage activities; programs and projects to
provide intervention for "at-risk" youth and their families; and improving the family
environment by strengthening and coordinating existing services for parents and families in
need of community support. Particular attention will be directed at consolidating services
to avoid duplication of effort and cost, and at accomplishing these tasks through the
involvement of the youth, families and neighborhoods for whom services are sought.
Specific 1996-97 key plans for this cross-departmental program include the following, which
reflect efforts by Police and Community Services staff:
Increase recreational opportunities for youth and teen services, including
support for the Middle Schools "Outlet" program, visual arts opportunities for
teens, and Children’s Theater programs and activities for teenagers. Children’s
Theater programs include an intern program to train teens in entering the work
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place, a play targeted specifically for teens, and the Wingspread Summer
Stock program for high school and college students;
0 Provide more comprehensive drug and gang prevention training in the schools
through the Gang Resistance Education and Training program;
Continue job placement pilot program for at-risk youth through joint efforts
by Police and Recreation staff;
o Create PlaySpot, an interactive learning environment for children under five
at the Junior Museum and Zoo;
Implement goals and objectives established by the Positive Alternatives for
Youth Committee and approved by Council. The Committee is looking at a
program that includes recreational activities, mentoring, tutoring, community
service, counseling, and job placement components. A community-wide
collaboration is being established, including the City, the School District,
nonprofit organizations, businesses, and interested individuals;
Implement the Family Resource Center Master Plan as recommended by the
task force and as funding constraints permit; and
Work with the School District to develop the capability for School District and
City library computer catalogs’ connecting to each other, allowing users to
look at holdings in both library collections. In addition, a delivery system will
be established to allow materials to be loaned from any library and delivered
to the local City or School library branch most convenient to the borrower.
PLANNING AREA-WIDE STUDIES AND ZONING ORDINANCE UPDATE
Several special studies (i. e., coordinated area plans) and the resulting Environmental Impact
Reports will begin during the next two years. They include a plan for the California/Ventura
area and one for the former Palo Alto Medical Foundation/and South of Forest Avenue
(SOFA) area. These studies are expected to cost $250,000 to $300,000 each. The Council-
approved Palo Alto Medical Foundation (PAMF) Development Agreement commits PAMF
to pay two-thirds of the cost of the PAMF/SOFA area plan, to a maximum payment of
$200,000. Efforts to obtain private sector fmancial assistance for the Cal/Ventura area plan
are being made.
Many of the Comprehensive Plan programs will require new regulations, most likely
resulting in the need for a complete revision of the zoning ordinance, at an estimated cost of
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$500,000. This cost estimate is equally divided between contract assistance to the
Department of Planning and Community Environment and the City Attorney’s Office.
Because these studies and programs are one-time in nature, as has been the practice in prior
budgets, staff proposes that they be funded through reserves instead of the regular operating
budget of the General Fund, through a Budget Amendment Ordinance, when they are ready
to begin. To the extent that private funding can be identified to support these plans, it will
be proposed as well.
PARKING PERMIT FUND STATUS
Staffinformed the Council in March 1994 (CMR: 190:94) that the University Avenue Parking
District operating and maintenance expenses exceeded revenues, and recommended that
annual permits be increased from $200 to $275 per year. At that time, Council decided to
delay an increase in permit fees, because a number of other programs were being
implemented downtown, including downtown color zone and attendant lot parking.
The University Avenue Parking Permit Fund reserves were built up during the years prior
to 1994-95, when staff implemented full cost recovery from the Parking Permit Fund for the
General Fund support of the parking district. As a result, there have been sufficient funds
available in the reserve to cover these annual operating deficits. During the last two years,
in addition to covering the deficits, the permit funds have been used for several one-time
projects. These include the painting and lighting of the Civic Center, Webster Cowper and
Q Garages; the paving of surface lots; and interim signage and an information brochure for
color-zone parking. In the 1996-97 Budget, it is projected that parking district expenses will
exceed revenues by $160,912. This will bring the reserve level down to approximately
$187,000. Consequently, staffplans to recommend that Council implement a parking permit
fee increase for the University Avenue District during the 1997-98 interim budget process.
The California Avenue Parking District permit revenues continue to cover operating and
maintenance expenses. The California Avenue Parking Permit Fund reserves are expected
to remain at approximately $275,000, and no increase in the permit fees will be required for
the 1996-98 Budget.
AUTOMATED PAYMENT SERVICE FOR UTILITY CUSTOMERS
In 1994-95, staff evaluated the possibility of offering enhanced payment options to its utility
customers. As a part of the study, staff performed a survey of various municipal utilities in
California to assess the availability of these options and the level of participation by their
customers. Based upon this study and results of the survey, staff has decided to introduce
an Automatic Payment Service (APS) that will allow utility customers to electronically pay
utility bills from a designated bank account on a monthly basis. Staff will recommend
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introducing APS in conjunction with the implementation of the new Utility Customer
Information System (CIS). In addition, staff plans to accept credit cards for over-the-counter
payments of utility and all other bills at the City’s Revenue Collections Office in the next few
weeks. During 1995-96, staff will finalize an implementation plan, identifying the technical
requirements and resources necessary to implement the APS. During 1996-97, as the CIS
becomes fully operational, APS will be introduced and implemented.
CHARITABLE GIVING FOR UTILITY CUSTOMERS
In 1995-96, at the direction of Council, staff began exploring ways to implement a utilities
charitable giving program to help residents who are temporarily unable to make utility bill
payments. Under the program, which will be modeled after similar charitable programs
successfully established by other public utilities, residents will have the option of adding a
monthly contribution to their utility bill payments; these contributions will be used to assist
other utility customers who are experiencing short-term financial difficulties. The City will
collect the contributions, and staff is evaluating if disbursement of funds will be made
through the Salvation Army or alternatively by the Utilities Department.
A committee, composed of representatives from the Utilities Customer Service section and
from the Administrative Services Department’s Finance and Information Technology
Divisions, is exploring the best way to collect charitable contributions with minimal impact
on stafftime. Council originally suggested that staff pursue a checkoff box option. Under
that option, if a resident wants to contribute to the program on his or her monthly utility
billing statement, he or she checks a box, indicating the amount of the gift. Although
residents may use the checkoff box as often as they wish, use of the checkoff box does not
obligate further participation in the program. -Staff is also looking into a pledge system
option. Pledge forms, indicating the resident’s willingness to contribute a set amount each
month, would be included in the utility bills about every three months. The resident would
sign the pledge; and a line item for charitable contribution would be added to the utility bill
for the pledged amount, until the resident notifies the City to discontinue charitable
contributions. In either case, the contributions will be tax deductible, and the City will notify
program participants annually of the total amount of their gift.
Staff intends to present a formal recommendation to the Utilities Advisory Commission in
July, with implementation of the program to occur early in fiscal year 1996-97.
URBAN MINISTRY
For a number of years, the City has been providing funds to the Urban Ministry of Palo Alto
(UMPA) through its Community Development Block Grant (CDBG) allocation process
and/or the Human Services Resource Allocation process (HSRAP), to fund homeless
CMR:210:96 Page 5 of 8
services. For the last several years, UMPA has received only a CDBG allocation from the
City.
In July 1995, UMPA requested that the City advance a portion of the current year’s CDBG
allocation to help UMPA cover cash flow problems. Staff denied this request, as it violated
CDBG regulations. In November 1995, UMPA requested additional funding from the City.
Staffadvised UMPA that additional funds might be available from the General Fund through
the HSRAP process, as there is a limit to the availability of public service funding under
CDBG.
During staff review of the CDBG funding requests for 1996-97, staff became aware of a
number of administrative and financial problems which UMPA was experiencing. A
recently released audit of calendar year 1994 revealed serious internal control issues related
to cash handling and checking account reconciliations. There also appeared to be a lack of
administrative oversight for the UMPA programs. These issues, along with several
operational problems, raised concerns about UMPA’s ability to continue to deliver needed
homeless services to the community. As a result of these deficiencies, the CDBG Citizen’s
Advisory Committee (CAC) recommended placing strict limits on the use of CDBG funds
by UMPA and requiring UMPA to improve their financial administration prior to the
disbursement of 1996-97 funds. The 1996-97 CDBG budget includes $58,000 for UMPA.
Staffhas since requested technical assistance for UMPA from the local Housing and Urban
Development (HUD) office in financial and administrative procedures, so that UMPA can
remain an eligible recipient of CDBG funding. As of this time, HUD has not responded to
the City’s request. Staffhas also helped organize a meeting between UMPA and the David
and Lucile Packard Foundation for the purpose of exploring UMPA’s participation in the
Packard Foundation’s Management Assistance Program (MAP). This program offers
consultant assistance to troubled agencies, with particular attention to review of accounting
practices and general business needs. The foundation pays for 80 percent of the consultant’s
fee, and UMPA has been awarded funding, pending their coming up with funds for their 20
percent share.
Because of limitations in the amount of human services contract funding given ongoing
commitments to other agencies, as well as significant concerns regarding UMPA’s financial
and administrative practices, staff is not recommending an allocation from HSRAP in 1996-
97.
Below is a proposed schedule for dealing with each of the budget issues that have been
discussed with the Council during the Committee of the Whole sessions:
CMR:210:96 Page 6 of 8
Budget Issue
Permit Streamlining
Automated Payment Service for Utility Customers
Emergency Management Plan
Fire Services Consolidation Study
Families, Youth and Community
Options for Long-Term Funding of General Fund Programs at
the Cubberley Community Center, Augmented Street and
Sidewalk Program, Citywide Childcare Co-ordination and Lease
and Covenant Not to Develop with the PAUSD
Committee or
Council Review
Council
Finance Committee
Policy and Services
Policy and Services
Finance Committee
Timeline for
Review
April 8
May 7, 1996
(Budget)
May 14, 1996
May 14, 1996
May 14, 1996
(Budget)
Finance Committee
Urban Ministry -CDBG Council
Human Services Finance Committee
Assistance to East Palo Alto Finance Committee
Tree Program Finance Committee
Charitable Giving for Utility Customers Finance Committee
Areawide Planning Studies Council
Emergency Medical Services/Paramedic Policy and Services
Family Resource Center Council
Library Master Plan Council
Positive Alternatives for Young Council
Traffic Safety Program: Prioritization of Programs and ProjectsFinance Committee
Comprehensive Plan Council
Utilities Advisory
Utilities Organization Review Commission Fall 1996
Major Infrastructure Rehabilitation Finance Committee Fall 1996
Interim Budget
Parking Permit Fund Finance Committee Spring 1997
CMR:210:96 Page 7 of 8
May 14, 1996
(Budget)
May 6, 1996
May 14, 1996
(Budget)
May 16, 1996
(Budget)
May 23, 1996
(Budget)
July 1996
Spring 1996
Spring 1996
Spring 1996
Summer 1996
Spring/
Summer 1996
July 1996
Fall 1996
PREPARED BY: Melissa Cavallo, Assistant Director, Administrative Services
Jim Steele, Finance Manager
DEPARTMENT HEAD APPROVAL:~
CITY MANAGER APPROVAL:
Deputy City Manager,
Administrative Services
Flemin~J
~
Manager
CC: n/a
CMR:210:96 Page 8 of 8