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HomeMy WebLinkAbout07 ADOPT CITY BUDGET FY 2008/09 07-15-08AGENDA REPORT MEETING DATE: JULY 15, 2008 TO: WILLIAM A. HUSTON, CITY MANAGER FROM: Ronald A. Nault, Finance Director SUBJECT: RESOLUTION NO. 08-49 APPROPRIATING FUNDS FOR VARIOUS CITY BUDGETS FOR THE FISCAL YEAR 2008/2009 SUMMARY: The City Council is requested to approve the attached Resolution adopting the budgets for the City, the Water Enterprise, and the Tustin Legacy Enterprise for Fiscal Year 2008/2009. RECOMMENDATION: Approve Resolution No. 08-49 adopting the City budget and appropriating from the anticipated revenues of the City for fiscal year 2008/2009 Governmental Funds of $80,182,800; Special Revenue Funds, $50,046,600; Water Enterprise Funds, $32,753,400; Tustin Legacy Enterprise Fund of $5,029,800; and the City's FY 2008/2009 Classification/Compensation Plan. FISCAL IMPACT: The adoption of Resolution No. 08-49 will establish the anticipated expenditures for the City of Tustin during fiscal year 2008/2009 at $168,012,600. This Resolution does not include the Redevelopment Agency Budget, which will be adopted separately. BACKGROUND: The Proposed 2008/2009 City of Tustin Program and Financial Plan was presented to the City Council at the budget workshop held on July 1, 2008. At the workshop the City Council reviewed key elements of the draft budget. The Council did not direct staff to make any changes to the Proposed Budget as presented. Ronald A. Nault Sean Tran Finance Director Senior Financial Analyst Attachment RESOLUTION NO. 08-49 A RESOULTION OF THE CITY COUNCIL FO THE CITY OF TUSTIN, CALIFORNIA, ADOPTING THE CITY BUDGET AND APPROPRIATING FROM THE ANTICIPATED REVENUES OF THE CITY FOR THE FISCAL YEAR 2008- 2009 WHEREAS, in accordance with Section 1415th of the Tustin City code, the City Manager has prepared and submitted to the City Council a Proposed Annual Budget for the 2008-2009 fiscal year, beginning July 1, 2008; and WHEREAS, the City Council, as the legislative body of the City, has reviewed this proposed budget; NOW, THEREFORE, the City Council of the City of Tustin does hereby resolve, determine and order as follows: SECTION 1. A certain document is on file in the office of the City Clerk of the City of Tustin, being marked and designated "City of Tustin Proposed Budget 2008-2009". Said document, as prepared by the City Manager and reviewed and adjusted by the City Council, is hereby adopted for the fiscal year commencing July 1, 2008; SECTION 2. The following sums of money are hereby appropriated from the anticipated revenues of the City of Tustin for the 2008-2009 fiscal year. GOVERNMENTAL FUNDS General Fund Capital Projects Tustin Street Lighting Tustin Landscape & Lighting District Equipment Replacement Fund Risk Management Funds General Fixed Assets TOTAL GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS SCAQMD Asset Forfeiture Public Safety Augmentation $ 52,814,200 15,004,200 2,083,500 692,200 2,085,400 2,003,300 5,500,000 $ 80,182,800 $ 86,500 55, 000 307,000 Supplemental Law Enforcement 90,000 CDBG 943,900 Measure "M" 3,719,600 Gas Tax 2,712,900 Park Development 7,140,800 Reassessment District 95-1 / 95-2 345,800 Community Facilities Districts 34,645,100 TOTAL SPECIAL REVENUE FUNDS $ 50,046,600 WATER ENTERPRISE Operations/Debt Service $ 12,557,800 Capital Improvements 20,195,600 TOTAL WATER ENTERPRISE $ 32,753,400 TUSTIN LEGACY ENTERPRISE Operations $ 5,029,800 TOTAL LEGACY ENTERPRISE $ 5,029,800 GRAND TOTAL $ 168,012.600 PASSED AND ADOPTED at a regular meeting of the City Council of the City of Tustin, California, held on the 15th day of July, 2008. JERRY AMANTE, Mayor ATTEST: PAMELA STOKER, City Clerk STATE OF CALIFORNIA ) COUNTY OF ORANGE ) SS CITY OF TUSTIN ) I, Pamela Stoker, City Clerk and ex-officio Clerk of the City Council of the City of Tustin, California, do hereby certify that the whole number of the members of the City Council of the City of Tustin is five; that the above and foregoing Resolution No. 08-49 was duly passed and adopted at a regular meeting of the Tustin City Council, held on the 15th day of July, 2008, by the following vote: COUNCILMEMBER AYES: COUNCILMEMBER NOES: COUNCILMEMBER ABSTAINED: COUNCILMEMBER ABSENT: PAMELA STOKER City Clerk AGENDA REPORT MEETING DATE: JULY 15, 2008 TO: WILLIAM A. HUSTON, CITY MANAGER FROM: Ronald A. Nault, Finance Director SUBJECT: APPROPRIATION LIMIT FOR FISCAL YEAR 2008/2009 SUMMARY: Article XIIB of the State Constitution requires each City to annually adopt a limit on appropriations for all governmental funds. The following recommendation and attached worksheets are based on the Proposed Budget as presented to the City Council. RECOMMENDATION: 1. Select the change in the California per Capita Personal Income as the price factor for adjusting the 2008/2009 appropriations limit. 2. Adopt Resolution No. 08-50 setting the appropriation limit for Fiscal Year 2008/2009 at $62,622,954. FISCAL IMPACT: None. BACKGROUND: Article XIIB of the State Constitution requires Cities to annually adopt a limit on appropriations for governmental funds. The basis of this limitation is the relationship between proceeds of tax and total appropriations. The base year was 1978/79, and the limit is allowed to grow based on the annual increase in population and U. S. CPI / California per Capita Personal Income, whichever is less. Proposition 111 was approved by voters in 1990 changing the base year from 1978/79 to 1986/87 and amending the adjustment formulas to make the Appropriation Limit more responsive to local growth patterns. It also required a review of the Limit calculation as part of the annual audit process. Page 2 Exhibit "A" shows the calculation of the Appropriation Limit for each of the Fiscal Years 1987/1988 through 2008/2009. Worksheets #1-5 go through the various calculations that are required in conformance with the League of California Cities uniform guidelines for calculating the annual appropriation limit. Worksheet #5 goes through the steps necessary to calculate the current limit of $62,622,954. Worksheet #3 carries forward the proceeds of taxes from Worksheet #2 and compares them with the current year's limit from Worksheet #5. The result shows the City of Tustin is below its allowable spending limit for Fiscal Year 2008/2009 by $20,071,754. Ronald A. Nault Finance Director Sean Tran Senior Financial Analyst Attachment RESOLUTION NO. 08-50 A RESOULTION OF THE CITY COUNCIL FO THE CITY OF TUSTIN, CALIFORNIA, DETERMINING AND ADOPTING AN APPRPRIATION LIMIT FOR THE FISCAL YEAR 2008- 2009 IN ACCORDANCE WITH ARTICLE XIIIB OF THE CONSTITUTION OF THE STATE OF CALIFORNIA, AND SECTION 7910 OF THE GOVERNMENT CODE The City Council of the City of Tustin does hereby resolve as follows: WHEREAS, Article XIIIB was added to the Constitution of the State of California at a general election held November 6, 1989; and WHEREAS, an annual appropriation limit must be determined for this City effective for the fiscal year beginning July, 2008; and WHEREAS, the appropriation limit must be adhered to in preparing and adopting this City's Annual Budget; NOW, THEREFORE, the City Council of the City of Tustin does hereby resolve and order as follows: Section 1: In accordance with Article XIIIB of the Constitution of the State of California, and Section 7910 of the Government Code, and as set forth in detail in the Attached Exhibit "A", that the appropriation limit for the fiscal year beginning July, 2008 through June, 2009 is $62,622,954. Section 2: the appropriation limit shall not be exceeded in the adopted budget nor by any proposed amendment to the budget. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Tustin held on the 15th day of July, 2008. JERRY AMANTE, Mayor PAMELA STOKER, City Clerk STATE OF CALIFORNIA ) COUNTY OF ORANGE ) SS CITY OF TUSTIN ) I, Pamela Stoker, City Clerk and ex-officio Clerk of the City Council of the City of Tustin, California, do hereby certify that the whole number of the members of the City Council of the City of Tustin is five; that the above and foregoing Resolution No. 08-50 was duly passed and adopted at a regular meeting of the Tustin City Council, held on the 15th day of July, 2008, by the following vote: COUNCILMEMBER AYES: COUNCILMEMBER NOES: COUNCILMEMBER ABSTAINED: COUNCILMEMBER ABSENT: PAMELA STOKER City Clerk Exhibit A City of Tustin Appropriations Limits Appropriations Limit for the Base Year Ending June 30, 1987: $14,249,831 (a) (b) (a)x(b) Per Capita City/County Current P. Income Population Calculation Cumulative Amended Fiscal Year Change Change Factor Factor Limit 1987-88 1.0347 1.0199 1.0553 1.0553 $15,037,847 1988-89 1.0466 1.0579 1.1072 1.1684 $16,649,876 1989-90 1.0519 1.0238 1.0769 1.2583 $17,930,838 1990-91 1.0421 1.0435 1.0874 1.3683 $19,498,555 1991-92 1.0414 1.0273 1.0698 1.4639 $20,860,143 1992-93 0.9936 1.0615 1.0547 1.5440 $22,001,327 1993-94 1.0272 1.0687 1.0978 1.6949 $24,152,367 1994-95 1.0071 1.0415 1.0489 1.7778 $25,333,288 1995-96 1.0472 1.0508 1.1004 1.9563 $27,876,693 1996-97 1.0467 1.0373 1.0857 2.1240 $30,266,894 1997-98 1.0467 1.0283 1.0763 2.2861 $32,576,913 1998-99 1.0415 1.0337 1.0766 2.4612 $35,072,257 1999-00 1.0453 1.0396 1.0867 2.6746 $38,112,807 2000-01 1.0491 1.0401 1.0912 2.9185 $41,587,510 2001-02 1.0782 1.0172 1.0967 3.2008 $45,610,895 2002-03 0.9873 1.0143 1.0014 3.2053 $45,675,589 2003-04 1.0231 1.0124 1,0358 3.3201 $47,310,156 2004-05 1.0328 1.0090 1.0421 3.4598 $49,301,686 2005-06 1.0526 1.0113 1.0645 3.6829 $52,481,368 2006-07 1.0396 1.0163 1.0565 3.8912 $55,448,952 2007-08 1.0442 1.0110 1.0557 4.1079 $58,536,694 2008-09 1.0429 1.0258 1.0698 4.3946 $62,622,954 08-09 Factors as reported by the State Department of Finance Per Capita Personal Income change over Prior Year: 4.29% Population Change: City of Tustin: 2.58% Orange County: 1.02% Worksheet #1 User Fees Versus Cost Fiscal Year 08/09 Based on 08-09 Budget Projections Difference Program Fees Expenses Tax/(non-Tax) Parks & Recreation Services Administration: 4466-Non-Residential Fees Sports: 4449-Sports Fees 4468-Sports Park. Concession 4720-Sports Fee-Youth 4721-Sports Fee-Tennis Classes: 4450-Classes/Cultural Arts 4711-Day Camp Senior Programs: 4452-Senior Classes 4712-Senior Center Rentals Support Services: 4713-CT Gym Rentals Tustin Youth Center: 3663-Park and Building Rentals 13,000 438,500 -425,500 13,000 438,500 -425,500 170,000 3,300 77,000 42,000 890,600 292,300 890,600 -598,300 315,000 121,000 600,300 436,000 600,300 -164,300 40,000 10,000 374,300 50,000 374,300 -324,300 18,000 351,200 18,000 351,200 -333,200 58,000 330,700 58,000 330,700 Total 867,300 2,985,600 -272,700 -2,118,300 U:\ExcellAppropriation Limit Worksheet..xls: Worksheet #1 07/03/2008 Page 2 of 9 m 0 N d d i O O O N V} O O ~} O O M O~ LL) } C 7 O O O O~ yq Fo- c 7 O O O n lCI O V} v ti O O I[1 r F- m a O O L } n d C ~ O o Z LL } d VI N VI ~ Q ~ ~ ~ O p L n H d d O ~ ~ C UZ Q V N m ~ O y d u 0 i a VI ~ N ~ U ~ x O L d } ~ ~ n ~ Z N ~ O a ~ ~ ~ } n U O N VI S of ii(~ ~ d Ol (~ O ~ ~ N .~ T u ~ o ~ ~ o o ~ a n }o W c ~ o u ~ U ~ ~ N O m N e ~ L C n 7 = ~ O o Z i d N ~ ~ O y U O d V Q O O O O LLl In M .O ~ ~ y} O O O O N O O O O M iR O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 O 0 0 tR Vi ~} oD 0 0 0 0 0 V} 0 0 0 0 0 0 .O O In N 0 0 0 0 0 If') O M 0 0 0 ~ lC1 N In ~ ~ O O .o .O O~ T O~ 1[7 .O ~ ~D ~O M l(7 ~ M Ifl 00 O h 00 h ~O N O n WiR +R~ ~4R iR +dT . -i ~ ~ V}i~W M M ~ ~ ~ 0 0 0 O O O O O O O .O O O 0 0 0 0 ~O O O M O ILl O~ lC') O O~ O O~ 0 i/} _~ ~ M Itl N ~' H} iA W ~ iA .~ .p ~(} ~ N iH V~ O O M l(7 O N ~} h 7 G :} W ~ C C ~ O O '} t } m W C C X Y Y ~n W L N ~ ¢ ~- C W y\ pI \ N y O x ~n L ~ X ~ ~ ~ O ~ ~ ~-- h lL ~ C ~ C ~ F 4~~- O N s ~ Ol ~ 70 ~~ a y X O N O J G v}i ~ u v}i d a d a d~ H t o C i pt C \ +- O O n E d u V ~ i LL N y O~ i t f'- n ~ O t l Ol i O y r O C C C c ~ °ZS d V n 4- O VI VI ~ N i s \ ~ ~- - o~ p d~ F- i _ •N G 3~ c 3 c c c c d w d o y> ~ +- } H o o~ ~ c 0 i °D Li i o 0 O_ Q V LL In F- ~ y N~ o d o 0 o c ~ c~ m aC Z m d Z d a d n, J LL N v~ y ~ OC ~ i n d d°- l!1 to U~ I--' Q X X X X O~ X X N X N M~ ~O !~ 00 N M I X X O M ~ X X N^ X x ^ X X X X X X X X X i .- . i .- i M M M M M M M M M M M M M M (( M M E If) .p M M M M M M M M M M M M M . 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LL In I-' OD d' Z ~0 O_ Z O_ J LL H ~ ~' ~ V ~ V In F- Q X X O~ N m V' .O h d0 O X X O X X N X X X X X X +- x x m m m m m m m m~ x x .o x x f~ x x x x x x M M M M M M M M M M M M M M _ M M M ~~~~ ~ X N O O~ O } m ago Fp- O ~ h W ~ N O y !~ O N ~ ~ ~ U ~ ~ F ~ ^ .--i = N ~ Z~ O O y N O d ~ d' i N iR O_ ~ ~ ~ d }o ~ } C lL C H 0 a 0 0 0 0 Worksheet #3 Appropriations Subject to Limit Fiscal Year 08-09 Based on 08-09 Budget Projections Amount Source A. Proceeds of Taxes B. Exclusions C. Appropriations Subject to Limit. D. Current Yenr Limit E. Over/(Under) Limit $42,551,200 From Work Sheet #2 $0 From Work Sheet #6 $42,551,200 (A-B) $62,622,954 From Work Sheet #5 ($20,071,754) (C-D) U:\ExcelWppropriation Limit Worksheet..xls: Worksheet #3 07/03/2008 Page 7 of 9 Worksheet #4 Population Increase Fiscal Year 08-09 Based on 08-09 Budget Projections County To Compute Limit to: City population Increase Population Incrense 1995/96 01/01/94 55,053 2,583,608 01/01/95 57,849 5.08% 2,627,949 1.72% 1996/97 01/01/95 56,821 2,583,745 01/01/96 58,940 3,73% 2,610,959 1.05% 1997/98 01/01/96 59,101 2,618,920 01/01/97 60,776 2.83% 2,646,967 1,07% 1998/99 01/01/97 61,216 2,665,181 01/01/98 63,276 3.37% 2,710,335 1.69% 1999/00 01/01/98 63,182 2,722,075 01/01/99 65,682 3.96% 2,770,335 1.77% 2000/01 01/01/99 65,682 2,770,310 O1/O1/00 68,316 4.01% 2,828,400 2.10% 2001/02 01/O1/00 68,029 2,864,827 Ol/Ol/Ol 69,199 1.72% 2,922,837 2.02% 2002/03 Ol/Ol/Ol 68,102 2,878,578 01/01/02 69,078 1.43% 2,937,958 2.06% 2003/04 01/01/02 68,898 2,928,793 01/01/03 69,753 1.24% 2,977,151 1.65% 2004/05 01/01/03 69,712 2,973,732 01/01/04 70,339 0.90% 3,015,888 1.42% 2005/06 01/01/04 70,408 3,021,203 01/01/05 70,871 0.66% 3,055,493 1.13% 2006/07 01/01/05 70,617 3,045,682 01/01/06 71,767 1.63% 3,071,035 0.83% 2007/08 01/01/06 71,754 3,071,222 01/01/07 72,542 1,10% 3,097,008 0.84% 2008/09 01/01/07 72,348 3,088,594 01/01/08 74,218 2.58% 3,120,181 1.02% U:\ExcelWppropriation Limit Worksheet..xls: Worksheet #4 07/03/2008 Page 8 of 9 Worksheet #5 Appropriations Limit Fiscal Year 08-09 Based on 08-09 Budget Projections Amount Source A. Last Years Limit B. Adjustment Factors 1. Population 2. Price factor C. Annual Adjustments D. Other Adjustments: Sub Total E. Current Year Limit $58,536,694 From Exhibit A 1.0258 Dept of Finance 1.0429 Dept of Finance 1.0698 (B1*B2) $4,086,260 (B*A) $0 $4,086,260 (C+D) $62,622,954 (A+E) U:\ExcelWppropriation Limit Worksheet..xls: Worksheet #5 07/03/2008 Page 9 of 9