HomeMy WebLinkAboutStaff Report 3.F 06/01/2015Agenda Item #3.F
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DATE: June 1, 2015
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: William Mushallo, Finance Direct
SUBJECT: Adoption (Second Reading) of FY 2015 -16 Budget Appropriations Ordinances
RECOMMENDATION
It is recommended that the City Council Adopt (Second Reading) the FY 2015 -16 Budget
Appropriations Ordinances (Attachments 1 -5).
BACKGROUND
The City Charter requires that the annual budget be prepared and submitted by fund, department
and debt repayment and approved at the same time as its appropriations ordinances. The Charter
further requires that the proposed budget be presented to the City Council by the first Monday in
May; for this year, May 4, 2015.
DISCUSSION
On May 4, 2015, pursuant to the City Charter, the preliminary budget was presented to the City
Council. The draft budget was reviewed by the City Council at a comprehensive workshop on
May 11, 2015. On May 18, 2015 the FY 2015 -16 Budget was adopted by Resolution and the
first reading of FY 2015 -16 Budget Appropriations Ordinances was completed.
FINANCIAL IMPACTS
The estimated beginning fund balance for all funds is $104,544,659. The total budget for the
City, City Acting as Successor Agency and City Acting as Housing Successor, including
transfers, is $161,604,688. The budget is balanced by revenues and transfers in of $149,683,000
along with the use of fund balance in the amount of $11,921,688. This will result in an estimated
ending balance, all funds, of $92,622,971.
ATTACHMENTS
1. Ordinance No. N.C.S. Appropriating Funds for FY 2015 -2016 General Fund
Including Exhibit A — Appropriation of Funds (First Reading)
2. Ordinance No. N.C.S. Appropriating Funds for FY 2015 -2016 Enterprise Funds
Including Exhibit A — Appropriation of Funds (First Reading)
3. Ordinance No. N.C.S. Appropriating Funds for FY 2015 -2016 Internal Service
Funds Including Exhibit A — Appropriation of Funds (First Reading)
4. Ordinance No. N.C.S. Appropriating Funds for FY 2015 -2016 Special Revenues
and Trust Funds Including Exhibit A — Appropriation of Funds (First Reading)
5. Ordinance No. N.C.S. Appropriating Funds for FY 2015 -2016 Capital Projects and
Debt Fund Including Exhibit A — Appropriation of Funds (First Reading)
6. Exhibit A to the Resolutions (Appropriations by Fund)
2
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER
Attachment 1
OX416310"I -00311-1111
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA GENERAL FUND FROM JULY 1, 2015 THROUGH JUNE 30, 2016
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PETALUMA AS FOLLOWS:
Section 1. There is hereby appropriated for the usual and ordinary expenses of the City
of Petaluma for the period of July 1, 2015 through June 30, 2016, the amounts set in the attached
Exhibit A, incorporated by herein reference, and distributed to the various funds as set out in said
exhibit and shall be expended and used in accordance therewith.
Section 2. Changes with relation to the above appropriations between each respective
department or fund may be made by resolution adopted by the City Council. The City Manager
may administratively make changes within the departmental appropriations as approved, so long
as the total amounts do not exceed, as a result of the change, the amounts set forth in the
approved appropriation.
Section 3. The City Council hereby finds and determines the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances in the amounts set in Exhibit A, which will be on file with the City Clerk for the fiscal
year ending June 30, 2016.
Section 4. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 5. The City Clerk is hereby directed to post/publish this ordinance or a synopsis
of this ordinance for the period and in the manner required by the City Charter.
INTRODUCED, ADOPTED AND ORDERED posted/published this day of
, 2015, by the following vote:
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER
Attachment 2
SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA ENTERPRISE FUNDS FROM JULY 1, 2015 THROUGH
JUNE 30, 2016
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PETALUMA AS FOLLOWS:
Section 1. There is hereby appropriated for the usual and ordinary expenses of the City
of Petaluma for the period of July 1, 2015 through June 30, 2016, the amounts set in the attached
Exhibit A, incorporated by herein reference, and distributed to the various funds as set out in said
exhibit and shall be expended and used in accordance therewith.
Section 2. Changes with relation to the above appropriations between each respective
department or fund may be made by resolution adopted by the City Council. The City Manager
may administratively make changes within the departmental appropriations as approved, so long
as the total amounts do not exceed, as a result of the change, the amounts set forth in the
approved appropriation.
Section 3. The City Council hereby finds and determines the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances in the amounts set in Exhibit A, which will be on file with the City Clerk for the fiscal
year ending June 30, 2016.
Section 4. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 5. The City Clerk is hereby directed to post/publish this ordinance or a synopsis
of this ordinance for the period and in the manner required by the City Charter.
INTRODUCED, ADOPTED AND ORDERED posted/published this day of
, 2015, by the following vote:
M
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER
Attachment 3
SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA INTERNAL SERVICE FUNDS FROM JULY 1, 2015 THROUGH
JUNE 309 2016
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PETALUMA AS FOLLOWS:
Section 1. There is hereby appropriated for the usual and ordinary expenses of the City
of Petaluma for the period of July 1, 2015 through June 30, 2016, the amounts set in the attached
Exhibit A, incorporated by herein reference, and distributed to the various funds as set out in said
exhibit and shall be expended and used in accordance therewith.
Section 2. Changes with relation to the above appropriations between each respective
department or fund may be made by resolution adopted by the City Council. The City Manager
may administratively make changes within the departmental appropriations as approved, so long
as the total amounts do not exceed, as a result of the change, the amounts set forth in the
approved appropriation.
Section 3. The City Council hereby finds and determines the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances in the amounts set in Exhibit A, which will be on ,file with the City Clerk for the fiscal
year ending June 30, 2016.
Section 4. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 5. The City Clerk is hereby directed to post/publish this ordinance or a synopsis
of this ordinance for the period and in the manner required by the City Charter.
INTRODUCED, ADOPTED AND ORDERED posted/published this day of
, 2015, by the following vote:
5
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER
Attachment 4
SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA SPECIAL REVENUES AND TRUST FUNDS FROM JULY 1, 2015
THROUGH JUNE 30, 2016
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PETALUMA AS FOLLOWS:
Section 1. There is hereby appropriated for the usual and ordinary expenses of the City
of Petaluma for the period of July 1, 2015 through June 30, 2016, the amounts set in the attached
Exhibit A, incorporated by herein reference, and distributed to the various funds as set out in said
exhibit and shall be expended and used in accordance therewith.
Section 2. Changes with relation to the above appropriations between each respective
department or fund may be made by resolution adopted by the City Council. The City Manager
may administratively make changes within the departmental appropriations as approved, so long
as the total amounts do not exceed, as a result of the change, the amounts set forth in the
approved appropriation.
Section 3. The City Council hereby finds and determines the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances in the amounts set in Exhibit A, which will be on file with the City Clerk for the fiscal
year ending June 30, 2016.
Section 4. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 5. The City Clerk is hereby directed to post/publish this ordinance or a synopsis
of this ordinance for the period and in the manner required by the City Charter.
INTRODUCED, ADOPTED AND ORDERED posted/published this day of
, 2015, by the following vote:
31
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER
Attachment 5
SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA CAPITAL PROJECTS AND DEBT FUNDS FROM JULY 1, 2015
THROUGH JUNE 30, 2016
BE IT ORDAINED BY THE COUNCIL OF THE CITY OF PETALUMA AS FOLLOWS:
Section 1. There is hereby appropriated for the usual and ordinary expenses of the City
of Petaluma for the period of July 1, 2015 through June 30, 2016, the amounts set in the attached
Exhibit A, incorporated by herein reference, and distributed to the various funds as set out in said
exhibit and shall be expended and used in accordance therewith.
Section 2. Changes with relation to the above appropriations between each respective
department or fund may be made by resolution adopted by the City Council. The City Manager
may administratively make changes within the departmental appropriations as approved, so long
as the total amounts do not exceed, as a result of the change, the amounts set forth in the
approved appropriation.
Section 3. The City Council hereby finds and determines the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances in the amounts set in Exhibit A, which will be on file with the City Clerk for the fiscal
year ending June 30, 2016.
Section 4. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 5. The City Clerk is hereby directed to post/publish this ordinance or a synopsis
of this ordinance for the period and in the manner required by the City Charter.
INTRODUCED, ADOPTED AND ORDERED posted/published this day of
, 2015, by the following vote:
7
Exhibit A
CITY OF PETALUMA, CA
PRELIMINARY FY 2015 -16 BUDGET
APPROPRIATIONS BY DEPARTMENT AND FUND
SPECIAL REVENUE FUNDS
Community Development Block Grant
Budgeted
Appropriations
Budgeted
Transfers Out
Total
Budget
GENERALFUND
316,967
-
316,967
General Fund Cost Center
1,088
1,367,053
1,368,141
City Council
120,305
-
120,305
City Attorney
879,885
-
879,885
City Clerk
264,256
-
264,256
City Manager
800,462
-
800,462
Economic Development
299,678
-
299,678
Finance
1,936,669
-
1,936,669
Human Resources
488,692
-
488,692
Non Departmental
1,161,449
-
1,161,449
Community Development
554,149
-
554,149
Fire
12,240,359
-
12,240,359
Recreation
1,644,283
-
1,644,283
Police
16,023,530
-
16,023,530
Public Works
3,678,109
-
3,678,109
TOTAL GENERAL FUND
40,092,914
1,367,053
41,459,967
SPECIAL REVENUE FUNDS
Community Development Block Grant
324,458
28,130
352,588
Housing Successor Agency
316,967
-
316,967
Mobile Home Rent Program
3,000
-
3,000
Aquatic Facility Impact Fees
7
-
7
Commercial Linkage Fees
340,000
50,000
390,000
Community Facilities Impact Fees
29
-
29
Community Facilities Impact Fees - 08
12
-
12
Fire Suppression Impact Fees
8
120,000
120,008
Housing In -Lieu Fees
142,511
50,000
192,511
Library Facility Impact Fees
20
-
20
Parkland Acquistion Impact Fees -08
753
-
753
Parkland Development Impact Fees -08
5,286
574,452
579,738
Open Space Acquisition Impact Fees - 08
390
-
390
Quimby Act Dedication and In- Lieu -08
954
-
954
Law Enforcement Facility Impact Fees
30
-
30
Public Facilities Impact Fees
12
-
12
Public Facilities Impact Fees -08
11
-
11
City Facilities Development Impact Fee
5,505
-
5,505
Storm Drainage Impact Fees
1,121
744,000
745,121
Storm Drainage Impact Fees - 08
416
-
416
Traffic Mitigation Impact Fees
96
1,105,567
1,105,663
Traffic Mitigation Impact Fees -08
55,943
1,793,433
1,849,376
Public Art Fees
143,537
-
143,537
Exhibit A
ENTERPRISE FUNDS
Airport Operations
CITY OF PETALUMA, CA
-
1,835,382
PRELIMINARY FY 2015 -16 BUDGET
1,354,515
-
APPROPRIATIONS BY DEPARTMENT AND FUND
Marina
313,589
Budgeted
Budgeted
Total
6,698,197
Appropriations Transfers Out
Budget
3% Admin Impact Fees
22,876
-
22,876
Police Grants
567,000
-
567,000
Parks and Rec Grants
-
336,000
336,000
Public Works Grants
-
3,627,000
3,627,000
Gas Tax
34,569
1,873,262
1,907,831
Landscape Assessment Districts
316,459
-
316,459
Abandoned Vehicle Abatement
81,422
-
81,422
Asset Seizures
101,857
30,000
131,857
Street Maintenance Gas Tax
3,029,556
567,000
3,596,556
Transient Occupancy Tax
402,117
1,455,512
1,857,629
Haz Mat Fines
10,070
-
10,070
SLESF
-
100,000
100,000
Donations
57,384
188,000
245,384
Prince Park Trust
-
56,500
56,500
TOTAL SPECIAL REVENUE FUNDS 5,964,376
12,698,856
18,663,232
ENTERPRISE FUNDS
Airport Operations
1,835,382
-
1,835,382
Community Development
1,354,515
-
1,354,515
Marina
313,589
-
313,589
Public Transportation
6,698,197
250,000
6,948,197
Waste Water Utility
20,412,543
8,639,000
29,051,543
Waste Water Rate Stabilization
-
-
-
Water Utility
14,218,533
6,776,000
20,994,533
Storm Utility
548,181
-
548,181
TOTAL ENTERPRISE FUNDS
45,380,940
15,665,000
61,045,940
INTERNAL SERVICE FUNDS
Employee Benefits
1,076,625
- 1,076,625
General Services
224,023
- 224,023
Information Technology
1,802,161
- 1,802,161
Risk Management (Liability)
1,677,178
- 1,677,178
Vehicle and Equipment Replacement
-
- -
Workers' Compensation
1,464,394
- 1,464,394
TOTAL INTERNAL SERVICE FUNDS
6,244,381
- 6,244,381
Z
Exhibit A
CITY OF PETALUMA, CA
PRELIMINARY FY 2015 -16 BUDGET
APPROPRIATIONS BY DEPARTMENT AND FUND
Successor Agency Debt
Successor Agency CIP
Successor Agency Admin
TOTAL SUCCESSOR AGENCY FUNDS
GRAND TOTAL
4,940,891 - 4,940,891
590,277 - 590,277
5,531,168 - 5,531,168
131,873,77,9 29.730.909 $ 161,604,688
10
Budgeted Budgeted
Appropriations Transfers Out
Total
Budget
CAPITAL PROJECT FUNDS
General Gov CIP
100,000 -
100,000
Fire CIP
120,000 -
120,000
Parks and Recreation CIP
968,000 -
968,000
Public Works /Surface Water CIP
11,237,000 -
11,237,000
Transit CIP
317,000 -
317,000
Waste Water /Recycled Water CIP
8,702,000 -
8,702,000
Water CIP
7,216,000 -
7,216,000
TOTAL CAPITAL PROJECT FUNDS
28,660,000 -
28,660,000
Successor Agency Debt
Successor Agency CIP
Successor Agency Admin
TOTAL SUCCESSOR AGENCY FUNDS
GRAND TOTAL
4,940,891 - 4,940,891
590,277 - 590,277
5,531,168 - 5,531,168
131,873,77,9 29.730.909 $ 161,604,688
10