HomeMy WebLinkAboutPH 2 ADOPTING BUDGET 07-16-90DATE:
TO:
FROM:
JULY 12, 1990
WILLIAM A. HUSTON, CITY MANAGER
RONALD A. NAULT, DIRECTOR OF FINANCE
PUBLIC HEARING N0. 2
7-16-90
Inter - Com
SUBJECT: RESOLUTION 90-86, ADOPTING THE CITY BUDGET AND WATER
ENTERPRISE BUDGET FOR THE FISCAL YEAR 1990-91
RECOMMENDATION:
Adopt Resolution No. 90-86 appropriating the City's Governmental
Funds Budget of $45,846,678 and the City's Water Enterprise Budget
of $8,276,767.
DISCUSSION:
The Draft 1990-91 City of Tustin Budget was presented to the City
Council in June. The Council has conducted three Budget Workshops
to review the budget and all capital improvements, department by
department. The following are amendments to the draft budget:
• An additional $31,000 in the General Fund is needed for
animal control expenses. The contract was received after
the draft budget was prepared.
• An additional $10,000 in the General Fund is needed for
consultant services in the Personnel Department. (This
amount was budgeted for year 1989-90 but not expended.)
• An additional $27,000 in the General Fund is needed for
computer hardware for permit tracking in the Community
Development Department.
• Additional revenues of $95,000 will be added to the
H.C.D.A. General Fund Revenue Account.
• The Vehicle Replacement Fund was increased by $257,800 to
include all vehicles that are to be replaced during
fiscal year 1990-91.
• $1,250,000 has been transferred from the Projected
Unappropriated General Fund Balance to the Capital
Improvement Fund as an undesignated reserve. The intent
is to allow the Council to make appropriations from these
reserves after they've reviewed the three year budget
analysis later this fall.
Page 2
July 12, 1990
These changes, and any changes directed by the Council during the
workshops, are reflected in the numbers presented in Resolution No.
90-86.
In addition to the above, the attached staff report from the
Administrative Services Department regarding Council support for
local non-profit organizations, may require an additional amendment
to Resolution 90-86 dependent on the Council's direction as to the
level of appropriation desired in the adopted 1990-91 budget.
Ronald A. Naultv Irma Hernandez
Director of Finance Administrative Ass stant
RAN: IH: ls
Attachment
a:budget.res
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RESOLUTION 90-86
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TUSTIN
CALIFORNIA, ADOPTING THE CITY BUDGET AND APPROPRIATING
REVENUE OF THE CITY FOR THE FISCAL YEAR 1990-91.
WHEREAS, in accordance with Section 1415h of the Tustin City
Code, the City Manager has prepared and submitted to the City
Council a Proposed Annual Budget for the 1990-91 fiscal year,
beginning July 1, 1990; 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 on file in three (3) copies in
the office of the City Clerk of the City of Tustin,
being marked and designated "City of Tustin Draft
Budget 1990-9111. 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, 1990.
Section 2. The following sums of money are hereby appropriated
from the revenues of the City of Tustin for the
purposes stated, during the 1990-91 fiscal year.
GOVERNMENTAL FUNDS APPROPRIATION
Normal Operations Budget $ 23,917,722
Capital Improvements 21,928,956
TOTAL APPROPRIATION GOVERNMENT FUNDS $ 45,846,678
Water Enterprise:
Operations $ 41523,652
Capital Improvements 2,853,110
Debt. Service 900,000
TOTAL APPROPRIATION WATER ENTERPRISE $ 81276,767
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PASSED AND ADOPTED at a regular meeting of the City of Tustin,
California, held on the day of , 1990.
ATTEST:
Mary Wynn, City Clerk
a:citybdgt.90
Richard B. Edgar, Mayor
DATE:
TO:
FROM:
SUBJECT:
July 11, 1990VF
Jt�dI,,Inter Com
William A. Huston, City Manager
Administrative Services Department
COUNCIL SUPPORT FOR LOCAL NON-PROFIT ORGANIZATIONS
RECOMMENDATIONS:
1. Council to adopt attached policies and procedures regarding
financial support for community non-profit organizations.
2. Pleasure of Council regarding establishment of citizens review
committee.
BACKGROUND:
In 1983, the City Council established policies and procedures for
funding contributions to local community non-profit organizations
through federal revenue sharing. The amount varied, but was
approximately $30,000 per year. When federal revenue sharing was
discontinued, the process ceased. Recently, Council has been
approached by several local non-profit organizations for donations.
Staff recommends that a once -per -year process might be more
equitable, giving all groups a chance to compete for limited
dollars. The attached suggests the procedure, time line, and
criteria for the process as regards to community non -prof it groups.
Also attached is a summary of Council appropriations of this type
for the past two years.
Staff feels that this is an equitable process which would allow all
groups to have an opportunity to make a fair decision regarding
funding.
SUMMARY OF PROPOSAL:
1. A time table is established, in order that all groups have an
equal opportunity to compete for funding; however, the City
Council retains the right to not allocate money for community
groups if Council feels that it would be fiscally imprudent.
A. The application process can begin as early as September.
Applications will be accepted until sometime in November.
B. Once the application deadline is reached, no further
applications would be accepted.
Page 2
II. Citizens Review Committee
A. Staff suggests that a review committee be created in
order to screen all applications. Staff anticipates that
this committee be comprised of 5 to 7 Tustin residents,
selected by staff, Council or both. Staff feels that
such a committee would be a great benefit to the Council,
being a means to establish citizen input during the
process. Staff definitely recommends that this committee
be "ad hoc" and that it be created only for the purpose
of the review and then disbanded. In each budget year,
different citizens could be requested to serve on the
committee, thus creating a wide spectrum of community
involvement.
B. While staff feels that with proper Council and staff
guidance, the committee could be very efficient, whether
or not to have a committee is strictly a Council
decision. Should Council chose not to create the
committee, staff would screen the applications for
Council review and make the recommendations.
The policies and procedures were adapted from those used by several
other cities in Orange County. These cities have had success;
staff feels they are equitable and reasonable.
a t -44�z�
Royleen A. White, Director
Community and Administrative Services
RAW:kd
Attachment "A": Council Appropriations of Funds for Non -Profit
Organizations
Attachment "B": Proposed Policy & Criteria
RAW:REVENUE.WP
Attachment "A"
COUNCIL ADDITIONAL APPROPRIATION OF FUNDS FOR NON-PROFIT ORGANIZATIONS
September 1988
$2,000, Maintain TAC -1 Comm. Service effort
October 1988
$4,700 to Tustin Jaycees, Tiller Days Parade*
October 1988
$17,000, Boys Club Bleachers
April 1989
$6,000, Tustin Tiller Days Committee*
November 1989
$978, Refund of Permit Fees - L.P. Repertory
January 1990
$12,5001 Child Care Subsidy
March 1990
$6,000, Tustin Tiller Days Committee*
May 1990
$3,400, Feedback Foundation Emergency Funds
July 1990
$150, THS Grad Nite Committee Request
Various
$1500, Waiver of Conditional Use Permit Fees
for Non -Profit Organizations
*Although Tiller Days representatives have come to the Council to
request funding, the projected amount is included in the
nondepartmental budget each year.
RAW:REVENUE.wp
Attachment "B"
PROPOSED COUNCIL POLICY
SUBJECT: FINANCIAL SUPPORT FOR COMMUNITY NON-PROFIT ORGANIZATIONS
PURPOSE: It is the purpose of this policy to define the priority
methods and procedures for the disbursement of available City of
Tustin funds to community-based, non-profit organizations that
actively enhance the quality of life for Tustin residents.
POLICY: It is the policy of the City of Tustin to allocate funds
when available, once each year, to community non-profit
organizations on a priority basis, provided they meet the following
requirements and guidelines.
PROCEDURE:
A. General mandatory guidelines for organizations. They must:
1. Be a non-profit community organization committed to
enhancing the quality of life for Tustin residents.
2. Serve Tustin residents, and provide documentation of such
service.
3. Compete with other organizations for limited available
funding.
4. Adhere to the policies and ordinances of the City of
Tustin.
5. -Be registered with the State of California as a
non-profit community organization, or for new
organizations, be registered at the time the grant is
awarded.
6. Have a Board of Directors, whose meetings are open to the
public.
7. Carry adequate public liability insurance naming the City
of Tustin as an additional insured as may be required by
the City.
8. Provide the City of Tustin with a copy of current
constitution/bylaws and policy and procedures.
9. Not discriminate in employment or in clients served
because of race, religion, sex, or national origin.
10. Demonstrate ability to generate financial and human
resources from other sources.
11. Be accountable for revenue and expenditures through
standard book-keeping procedures. An annual audit at the
agency's expense may be required, with the results
available to the City of Tustin upon request.
Proposed Council Policy
Page 2
12. Provide access to periodic on-site reviews by City staff
for purposes of monitoring the program.
13. Provide the City with an interim six-month report and an
end -of -the- year full financial accounting and narrative
report. The interim or progress report shall be in
writing, may be brief, but should include a detailed
financial summary and program evaluation. These reports
will be reviewed by the City staff and City Council.
14. Apply at the specified time on the appropriate
application form.
B. Time Line
1. June --City Council established funding levels through the
budget process; this is a lump sum.
2. September 1 --Applications available and application
process begins.
3. November --Deadline for submission of applications.
Following deadline staff (and Committee if desired) will
review and screen applications.
4. December --Recommendation to City Council on organizations
to be funded.
5. January --City Council makes final decision regarding
funding levels.
C. Categorical guidelines: Each year staff and the citizens
review committee will develop the recommendations for funding
within the following categorical guidelines. These guidelines
are not in order of priority.
1. Crisis intervention and/or center: provides support to
residential referral or other care facilities which are
staffed with professionals or para -professionals for the
purpose of dealing with crisis situations. Specifically,
crises homes provide individuals needing immediate
assistance or counseling to solve urgent problem, or for
individuals requiring protective services that
temporarily provide a shelter away from the family
environment.
2. Youth services: Provides services to youth in such areas
as counseling, emergency referrals, outreach,
rehabilitation, and transportation.
Proposed Council Policy
Page 3
3. Senior Citizens: Provides support to the elderly by
assisting them to participate in programs of meals,
transportation, in-home supportive services, and the
like.
4. Physically handicapped/mentally disabled: Provide support
to disabled persons by assisting them to gain access to
programs and services vital to their well-being.
5. Children's day care: Provides support to child care
programs.
6. Health and safety: Provides support to programs that
include first aid, CPR training, water safety and other
programs that relate to improving physical health.
7. Youth serving agencies: Provides support for programs
providing social development and informal education
programs for children and youth.
8. Performing and Fine arts:. Provides support for music,
theatre, fine and visual arts; and those groups - which
offer programs of instruction, appreciation and exhibits
to the public.
9. Youth Athletic Organizations: Provides support to
organizations providing opportunity for participation in
organized athletics for children and youth.
10. Other services: Provides support for those services
needed in the community which may not be described
adequately within the context of the preceding
definitions.
D. Additional Funding Criteria
1. Funding level will be the City's determination; this may
not correlate with amount requested by non-profit agency.
2. Funding will be allocated only to those organizations who
can clearly show service to Tustin residents.
3. Funding granted in one year does not assure the applicant
of any future funding.
RAW:REVENUE.wp