HomeMy WebLinkAbout2000-06-19 City Council (17)BUDGET
’00- ’01
TO:
City of Palo Alto
City Manager,s R ortHONORABLE CITY COUNCIL
ATTENTION: FINANCE COMMITTEE
FROM:CITY MANAGER DEPARTMENT:ADMINISTRATIVE
SERVICES
DATE:
SUBJECT:
JUNE 19, 2000 CMR: 288:00
ADOPTION OF THE 2000-01 BUDGET AND APPROVAL OF A
BUDGET ADOPTION ORDINANCE, INCLUDING THE 2000-01
CAPITAL IMPROVEMENT PROGRAM, CHANGES TO THE
MUNICIPAL FEE SCHEDULE, UTILITY RATESAND
CHARGES, AND’CHANGES TO COMPENSATION PLANS
RECOMMENDATION
Staff recommends that the City Council approve the following:
1. The Budget Adoption Ordinance (Attachment 1), which includes:
a. The City Manager’s Proposed 2000-01 Budget: Volume I General Government
Funds and Volume II Utility and Internal Service Funds (Exhibit A -
previously distributed).
b. All changes detailed in the "Amendments to the City Manager’s Proposed
2000-01 Budget" (Exhibit B),
c. Proposed 2000-01 Municipal Fee Schedule (Exhibit C -previously
distributed).
d. Changes and revised pages to the Table of Organization (Exhibit D).
Utility Rate Schedule Resolution increase in General Water Service Rates
(Attachment 2).
o
Resolution Amending the Compensation Plan for Classified Personnel (Service
Employees’ International Union, Local 715) (Attachment 3).
Resolution Amending the Compensation Plan for Management and Confidential
Personnel and Council Appointed Officers (Attachment 4).
CMR: 288:00 Page 1 of 6
City of Palo Alto Statement of Investment Policy and Proposed Changes to the City’s
Investment Policy (Attachment 5).
BACKGROUND
The City Manager’s Proposed 2000-01 Budget (Budget) was submitted to the Council on
April 3, 2000. During the month of April, the Finance Committee held hearings and
reviewed the Budget, together with the Municipal Fee Schedule. The Finance Committee
also reviewed a rate schedule increase in the Water Fund and staff recommended changes
to the Utilities Equity Transfer Methodology. These reviews resulted in some Finance.
Committee and staff recommended changes to the Proposed Budget (Appendix 1).
DISCUSSION
Attached to this staff report is the Ordinance adopting the 2000-01 Budget and the related
exhibits, attachments and appendices. The changes in Exhibit B as recommended by the
Finance Committee and the adjustments suggested by staff are discussed below. The
financial changes proposed for the General and. Utility Funds Proposed Budgets are
summarized in Appendices 1, 2 and 3. Finally, there is a recommended change to a
departmental key plan included in this report.
Finance Committee Changes to the City Manager’s Proposed General Fund Budget
¯Wildlife Rescue Funding
The Finance Committee recommended one-time funding for Wildlife Rescue
($24,541). ’
¯Library Services
The Finance Committee added $200,000 to address the needs of the libraries
and asked staff to return with a recommendation on best use. Staff
recommends the addition of 3.75 FTE to augment library services and the
positions are reflected in Exhibit B and the Table of Organization (Exhibit D).
City Manager’s Recommended Changes to the Proposed Budget Since Budget
Wrap-up
General Fund:
Customer Service Desk/Central Telephone
¯ To improve customer service at City Hall, a receptionist ($55,274) will. staff a
service desk in the lobby of the Civic Center from 8:00 to 5:00 Monday-
Friday. The receptionist will answer a new main City phone number and route
CMR: 288:00 Page 2 of 6
calls to proper departments, direct callers to non, City numbers when
appropriate, greet and direct visitors, and distribute informational brochures.
An additional $27,500 for associated expenses to set-up the desk and other
supplies is proposed. These additions, totaling $82,774 in the City Manager’s
budget, will provide a higher level of customer service to the community by
having a central location for information.
Community Newsletter
As part of the overall effort to improve communications with the community,
new funding for the production of a community newsletter ($25,000) is
proposed in the City Manager’s budget. Public Communications will develop a
printed newsletter to inform the public about City programs, initiatives, and
events.
Train Whistle
Staff recommends funding $30,000 in the Planning Department’s budget to
obtain consultant services for a train whistle noise study.
Fire fighters
The Fire Department budget includes three firefighter position slots that can be
used as overfills during staffing shortages. Thisis an attempt tO reduce the
number of overtime hours firefighters can be exposed to as a result of
personnel not being available. The three slots will be funded from the
Department’s overtime budget for one year and the program will be reevaluated
during the next budget process.
Capital Improvement Fund:
Staff recommends new funding of $100,000 for CIP No.10106 Baylands Bike Trail
Replacement (part of Appendix 4). The San Francisquito Creek Joint Powers Authority
has approved a project to raise the creek levees downstream of Highway 101 to their
original height, which will result in the removal of a portion of the paved Baylands Bike
Trail. This project will replace the paved trail as part of the levee restoration project.
Special Revenues Fund:
Community Development Block Grant (CDBG) revenues as presented in the 2000-01
Proposed Budget document are not aligned with expenditures. To correct the imbalance,
staff recommends a $15,275 increase to CDGB revenues (source of funds) to match
expenses, including a $9,500 transfer in from the Traffic Mitigation Fund and savings of
$5,775 from a prior year allocation. The additional sources of funds were identified in the
CDBG 2000-01 allocations staff report, but were inadvertently not entered into the
financial system (Appendix 5).
CMR: 288:00 Page 3 of 6
Storm Drainage Fund:
Staff recommends an increase of $5,210 for JPA San Francisquito Creek project costs
and $50,000 for levee restoration. These amounts would be recovered from the fee
increase that will be presented to the voters in 2000-01. If the voter do not approve the
fee increase, a transfer of $116,710 from the General Fund Budget Stabilization Reserve
would have to be made to balance the Fund. In the meantime, the Storm Drainage Fund
will continue to reflect a negative reserve .balance of the same amount.
Other Budget Items
The following items were presented and discussed with the Finance Committee and are
included in this section due to their importance.
Municipal Fee Schedule: The fees in the Municipal Fee Schedule (Exhibit C) will be
effective once adopted by the Council with the exception of two development related
fees, which will not take affect for 60 days. Amendments to the Municipal Fee Schedule
are limited to a few with a low financial impact.
Human Services Resource Allocation Process (HSRAP): Staff recommended to the
Finance Committee the splitting of the HSRAP base budget into two components: Multi-
year Contractors $1,028,672 and Limited-year Contractors $164,054 for total base
funding of $1,192,726. The two new bases will be adjusted annually in future years by
the Bay Area Consumers Price Index (CPI). Staff also recommended an additional one,
time funding of $24,000 for a total HSRAP 2000-01 budget of $1,216,726 (Appendix 6).
Revised Water Rates: Staff recommends revisions to Water Rate Schedules W-1 and W-4
(Attachment 2): The proposed rate increase is 11 percent for 2000-01.
Equity Transfer: The Equity Transfer Study was finalized and presented to the Utilities
Advisory Commission (UAC) and the Finance Committee. The UAC and Finance
Committee recommended a change in the Utility Equity Transfer Methodology, which
would result in a net increase of $28,820 in transfers to tile General Fund. Details of the
staff proposals related to Utility Equity Transfers are outlined in CMR 223:00.
Department Key Plans: There was a clarification made by staff to a key plan in the Public
Works Department, during the Finance Committee budget hearing. A key plan in the
Structures and Grounds Functional Area (page 411, Vol. 1) should read: Complete 60 1.00
percent of the design of the downtown parking structure..
CMR: 288:00 Page 4 of 6
Compensation Plans
Several classification changes are requested in the Management and Confidential, and
Classified Compensation Plans. New or changed classifications are included, along with
the accompanying resolutions in Attachments 3 and 4.
RESOURCE IMPACT
The 2000-01 Proposed Budget as submitted to the Finance Committee resulted in a total
increase to the General Fund Budget Stabilization Reserve (BSR) of $2 million and a
decrease to the Utility Funds Reserve of $18.3 million in 2000-01. Based on changes
made as a resultof the Finance Committee hearings and staff recommendations, the
General Fund Budget being forwarded to the Council for adoption reduces the increase to
the BSR to $1.07 million in 2000-01 (Appendix 2). Additional changes to the Utilities
Funds Budget by staff results in a net decrease to the Utility Funds Reserve of $0.1
million totaling $18.4 million, in 2000-01 (Appendix 3).
POLICY IMPLICATIONS
These recommendations are consistent with existing City policies.
ENVIRONMENTAL REVIEW
Adoption of the budget does not represent a project under California Environmental
Quality Act (CEQA).
ATTACHMENTS
Attachment 1:
Exhibit A:
Exhibit B:
Exhibit C:
Exhibit D:
Attachment 2:
Attachment 3:
Budget Adoption Ordinance with the following Exhibits:
City Manager’s Proposed 2000-01 Budget (Volume.I and Volume
II) "
Amendments to the City Manager’s Proposed 2000-01 Budget
Proposed 2000-01 Municipal Fee Schedule
Changes and Revised Pages in the Table of Organization
Resolution of the Council of the City of Palo Alto Amending the
Utili~ Rate Schedules W-1 and W-4 of the City of Palo Alto
Utilities Rates and Charges pertaining to General Water Service.
Resolution of the Council of the City of Palo Alto Amending the
Compensation Plan for Classified Personnel (SEIU) Adopted by
Resolution No. 7782 and Amended by Resolution Nos. 7812, 7837,
7872, 7904 and 7962, to change Certain Salaries and Classifications
CMR: 288:00 Page 5 of 6
Attachment 4:
Attachment 5:
Appendix 1:
Appendix 2:
Appendix 3:
Appendix 4:
Appendix 5:
Appendix 6:
Resolution of the Council of the City of Palo Alto Amending the
Compensation Plan for Management and Confidential Personnel and
Council Appointed Officers Adopted by Resolution No. 7890, and
Amended by Resolution Nos. 7897, 7902, 7907, 7914, 7927, 7945, .
7958 and 7966, to change Certain Salaries sand Classifications
Approval of the City of Palo Alto Statement of Investment Policy
and Proposed Change to the City’s Investment Policy..
Summary of Changes to the 2000-01 General Fund
2000-01 General Fund Summary and Reserve Balances
2000-01 Utility Fund Summary and Reserve Balances
Capital Improvement Fund Summaries and Amended Projects
Special Revenue Funds - CDBG
HSRAP Funding
Related Staff Reports:CMR:197:00; CMR:205:00; CMR:211:00; CMR:223:00;
CMR:213:00; CMR:224:00; CMR:235:00; CMR:244:00; and
CMR:249:00
PREPARED BY: Lalo Perez, Budget Manager
DEPARTMENT HEAD APPROVAL BY:
CITY MANAGER APPROVAL:
CARL YEATI
Services
EI~LY HARRISON
Assistant City Manager
CMR: 288:00 Page 6 of 6
ATTACHMENT 1
ORDINANCE NO.
ORDINANCE OF THE COUNCIL OF THE CITY OF PALO ALTO
ADOPTING THE BUDGET FOR THE FISCAL YEAR 2000-01
WHEREAS, pursuant to the provisions of Section 6(g) of Article
IV of the Charter of the City of Palo Alto, the City Manager has
prepared and submitted to the City Council, by letter of
transmittal, a budget proposal for fiscal year 2000-01; and
WHEREAS, pursuant to the provisions of Section 12 of Article
III of the Charter, the Council did, on June 19, 2000, hold a public
hearing on the budget after publication of notice; and
WHEREAS, in accordance with the provisions of Chapter 8 of
Division i, of Title 7, commencing with Section 66016 of the
Government Code, as applicable, the Council did on June 19, 2000,
hold a public hearing on the proposed amendments to the Municipal
Fee Schedule, after publication of notice and after availability of
the data supporting ~he amendments was made available to the public
at least i0 days prior to the hearing.
NOW, THEREFORE, the Council of the City of Palo Alto does
ORDAIN as follows:
SECTION I. Pursuant to Chapter 2.28 of the Palo Alto
Municipal Code, the following documents, collectively referred to
as "the budget" are hereby approved and adopted for the fiscal year
.2000-01:
(a)The two volume document (Exhibit "A") containing the
proposed operating and capital budgets submitted on or
about March 27, 2000, by the City Manager for fiscal year
2000-01, enti.tled "City of Palo Alto - City Manager’s
2000-01 Proposed Budget - Volume I" (covering General
Government Funds) and ~City of Palo Alto - City Manager’s
2000-01 Proposed Budget - Volume II, (covering Utility
Funds and Internal Service Funds), a copy of which is on
file in the Office of the City Clerk, to which copy
reference is hereby made concerning the full particulars
thereof, and by such reference is made a part hereof; and
(b)The "Amendments to the Cihy Manager’s Proposed 2000-01
Budget, Volume I and II," attached hereto as Exhibit ~B,"
and made a part hereof; and
(c)
(d)
The document entitled "2000-01 Proposed Municipal Fee
Schedule," attached hereto as Exhibit ~C," and made a
part hereof; and
Changes and revised pages in the Table of Organization,
attached hereto as Exhibit "D," and made a part hereof;
and
SECTION 2. The sums set forth’ in the budget for the various
departments of the City, as herein amended, are hereby appropriated
to the uses and purposes set forth therein.
SECTION 3. All expenditures made on behalf’ of the City,
directly or through any agency, except those required to be made by
.state law, shall be made in accordance with the authorization
contained in this ordinance and the budget as herein amended.
SECTION 4. Appropriations for the fiscal years 1999-00 that
are encumbered by approved purchase orders and contracts for which
goods or services have not been received or contract completed,
and/or for which all payments have not been made, by the last day
of the fiscal year 1999-00 shall be carried forward and added to the
fund or department appropriations for fiscal year 2000-01.
SECTION 5. The City Manager is authorized and directed to make
changes in the department and fund totals and summary pages of the
budget necessary to reflect the amendments enumerated and aggregated
in the budget and the 1999-00 appropriations carried forward as
provided in Section 4.
SECTION 6. As specified in Section 2.04.320 of the Palo Alto
Municipal Code, a majority vote of the City Council is required to
adopt this ordinance.
SECTION 7. As specified in Section 2.23.140(b) of the Palo
Alto MuniciPal Code, the Council of the City of Palo Alto hereby
delegates the authority to invest the City’s funds to the Director
of Administrative Services, as Treasurer, in accordance with the
City’s Investment Policy for 2000-01.
SECTION 8. The Council of the City of Palo Alto hereby finds
that this is not a project under the California Environmental
Quality Act and,~ therefore, no environmental impact assessment is
necessary.
SECTION 9. As provided in Section 2.04.375 of the Palo Alto
Municipal Code, this ordinance shall become effective upon adoption.
INTRODUCED AND PASSED:
AYES:
NOES:
ABSTENTIONS:
ABSENT:
ATTEST:APPROVED:
City Clerk Mayor
APPROVED AS TO FORM:
City Manager
Senior Asst. City Attorney Director of
Services
Administrative
Exhibit A
This document originally distributed in 4-4-00
Council Packet.
Additional copies available upon request:
City .Manager’s
Proposed 2000-01 Budget
Volumes 1 & 2
II II+,
COMMUNITY SERVICES DEPARTMENT
2000-01 HUMAN SERVICES CONTRACTS
Expenditure Category
Adopted Agency
Budget Requests
1999-00 2000-01
LIMITED YEAR CONTRACTORS
Alliance for Community Care -
Homeless Outreach
American Red Cross -
Homelessness Prevention
Children’s Health Council -
Therapeutic After-School Program
Community Assoc. for Rehabilitation -
Disabilities Services
Family Service Mid-Peninsula -
Counseling Services
Family Support Center of the Mid-
Peninsula - Human Services Program
MayView Community Health Center -
Health Service for Low-Income
Outreach & Escort - Senior Outreach
Penin. Assoc. of Retarded Children &
Adults - Rec. & Community Bldg.
Penin. Center. for the Blind &
Visually Impaired - Rehab. Services
Project Match - Shared Housing Match
Services
Senior Adult Legal Services - Legal
Assistance to Elders
Social Advocates for Youth-
Safe Place
Support Network for Battered Women
YMCA-Palo Alto Branch-
Ventura Activity Center
Youth Community Services -
Summer of Service
YWCA - Rape Crisis Center
7,486 30,000
10,783 12,000
20,280
42,524 52,450
12,879 20,000
45,000
10,277 16,918
6,1300 50,000
14,594 19,667
10,521 10,837
18,950
8,000 8,240
7,401 7,697
25;001 25,000
8,000 10,000
17,378 27,392
11,012 25,000
Limited Year Subtotal $191,856 $ 399,431