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HomeMy WebLinkAboutFISCAL YEAR 2022/23 BUDGET WORKSHOP (ITEM 17) CITY OF TUSTIN D -- -------------------------------- Fiscal Year 2022/23 Budget Workshop The BCyc el:N --------------------------------------- 2 ---------------------- ------------------------------------- 2nd Year Budget Update Timeline N Revenue and Expense Projections N Personnel Budget Development N Departmental Budget Preparation Departmental CIP Preparation City Manager Review Preliminary Budget Preparation Public Input & Engagement City Council Review Budget Adoption Mid-Year Budget Update: Typically takes place in February 2022/23 General Fund Revenues -------- ......... el:N ----------- --------------------- U3 � The Proposed Budget for Fiscal Year 2022/23 reflects a $2.6 million decrease in transfers into the General Fund. Excluding transfers. General Fund revenues are projected to increase by $3.2 million, which is primarily due to the following: Sales & Use Tax Revenue is projected to be $1.7 million (5%) higher largely � due to strong sales projected from autos & transportation, general consumer goods, restaurants and hotels and the state and county pools. Property Tax Revenue is projected to be $0.9 million (4%) higher largely due � changes in ownership, development at the Tustin Legacy and the 2% Proposition 13 inflation adjustment. � Departmental Revenue is projected to be $0.9 million higher largely due to � projected increases in revenue related to building permit fees, building plan check fees and recreational program revenue. Sa I es & Use Tax Revenue 1_D4 -------------------------------------------------------------------------------------- Major Industry Groups � $10 $9.7m $9.3m N $8 $7.5m $7.8m N $6 c $5.4m k $5.1m $4 $3.1m $3.4m $2 $0 Autos & General Consumer Restaurants & State & County Transportation Goods Hotels Pools 21/22 22/23 21/22 22/23 21/22 22/23 21/22 22/23 2022/23 General Fund Expenditures f7-N � General Fund Expenditures for Fiscal Year 2022/23 are projected to be approximately $5.7 million higher than the prior year primarily due to: Non-Departmental costs are projected to be $2.6 million higher, which is largely related to a $1.1 million contribution to the Liability Fund, and an increase of $1.1 million associated with the amount required to be paid to CaIPERS for the � unfunded accrued liability ("UAL"). � Police Services costs are projected to be $2 million higher, which is largely related � to a $1.1 million increase in budgeted overtime and $773,000 associated with increases in compensation that were approved by the City Council in 2021. � Parks and Recreation costs reflect an increase of $0.5 million, which is largely related to increases in instructor payments, court maintenance & enhanced � program offerings for Pickle Ball and Tennis programs. These costs are offset with program revenue. � Fire Services costs associated with the Orange County Fire Authority (OCFA) � reflect an increase of $322,000 (3%). General Fund Reserves 31% $26m 20% 17% Targeted r Minimum (15%) GFA National City Policy Projected Reserves at Benchmark 6/30/23 Pension Funding Policy %-z J-1 ) PARS Pension Trust — Pension Trust assets held by Public Agency Retirement Services ( PARS) are managed in a customized investment strategy that provides for diversification . The Pension Trust also serves as a Rate Stabilization Fund since Pension Trust assets can be used to offset unanticipated increases in CaIPERS pension costs. � Pension Funding Policy — It is recommended that the City continue to � make additional contributions of $2 million annually to the PARS � Pension Trust while also continuing to make additional payments of $2 � million to CaIPERS each year, which would allow the City to payoff all � pension debt in 2030. if PC - - Tustin CARES Program r"Z% --------------------- ------------ Q:,� -. Proposed American Rescue Plan Act (ARPA) Budget for FY 2022/23: 2022 Small Business Recovery Grant Program ($2m) � 2022 Non-Profit Recovery Grant Program � Phase 1 : Lost Revenue - Large Grants ($250k) � Phase 2 : COVID-19 Response Efforts ($250k) � Phase 3 : Lost Revenue — Small Grants ($500k) � Revenue Replacement for the Provision of Government Services � $3 .4m Transfer to General Fund for Public Safety � $460k Transfer to Housing Authority for the Homeless Shelter COVID-19 Response, Relief & Reinvestment ($900k) 2022/23 Proposed Capital Improvement P ----------------------------------------------------------------------------------------------------------------- 9 ------------------------------------------------------------------------------------------------------------------ later & Storm Drain Traffic & Street Improvements, Improvements, $3,756,365 , 6% Public Facilities, 18,608,053, 3010 7,188,416, 1210 rw Pa rks, 31,627,855, 52% Total $61,180,692 Dark Improvements M __________________- 1 p ------------------------------------------ _____________________________________ M. Highlighted Park Projects : Pine Tree Park Improvements ($2 . 3m ) New Park at Heideman Elementary School ($5 .4m ) • Pioneer Park Playground Renovation ($350k) lam +i " Park Improvements (Continue )v -------- ---------------------- -------- -------- ---------------------- hted Park Proiects (Contin • • LegacyTustin Legacy Linear Park - Armstrong & Warner ($ 13 . 7m ) Alley Grove Promenade at the Tustin Tustin Legacy • • ($800k) LARGE DOG PARK SMALL DOG PARK k ::q� Vim';• - .. 1. ' - ~ 5'4 - ��: FLIGHT �• �l�scr E- r_„�� �` Traffic & Street Improvements M -----------------------' 22 ----------- - ----------------------------------------------------------------- Highlighted Traffic & Street Improvement Projects : PF Zone 3 Annual Roadway Improvements ($2 .6m ) Old Town & Main St. Improvements ($4.7m ) Neighborhood D-South Infrastructure — Phase 2 ($5 .7m ) -1 tjTMTIJ _ o I 5 EET� + y Ali ley Jcyi—y �-'�r� � $�� 9os s'4 r id's` 1�3 °�$ '61�t a i�¢I�a�§'�.s3� Ig s�9g al� $1��9���,: �B 6S�I •3� _e i Next Steps ---------------- ------- 13 -------------------- ------------------ ---------------------- The purpose for the Budget Workshop is to provide a forum for public engagement and to solicit feedback from the City Council on the N Proposed Operating Budget and Capital Improvement Program . N N The tentative date for Budget Adoption is June 21St. {