HomeMy WebLinkAboutStaff Report 3.C 06/05/2017Agenda Item #3.0
DATE: June 5, 2017
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: William Mushallo, Finance Director
SUBJECT: Adoption (Second Reading) of FY 2017 -18 Budget Appropriations Ordinances
RECOMMENDATION
It is recommended that the City Council Adopt the FY 2017 -18 Budget Appropriations
Ordinances.
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.
On May 1, 2017, 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 8, 2017. On May 15, 2017 the FY 2017 -18 Budget was adopted by Resolution and the first
reading of FY 2017 -18 Budget Appropriations Ordinances was completed and approved
unanimously. The recommended action will finalize the FY 2017 -18 Budget and establish an
effective date of 30 days from adoption.
FINANCIAL IMPACTS
The estimated beginning fund balance for all funds is $102,332,280. The total budget for the
City, City Acting as Successor Agency and City Acting as Housing Successor, including
transfers, is $182,051,712. The budget is balanced by revenues, transfers in and year -end
Reserve adjustments of $162,289,445. This will result in an estimated ending balance, all funds,
of $82,570,013.
ATTACHMENTS
1. Ordinance No.
N.C.S. Appropriating Funds for FY 2017 -2018 General Fund
Including Exhibit A
— Appropriation of Funds (Second Reading)
2. Ordinance No.
N.C.S. Appropriating Funds for FY 2017 -2018 Enterprise Funds
Including Exhibit A
— Appropriation of Funds (Second Reading)
3. Ordinance No.
N.C.S. Appropriating Funds for FY 2017 -18 Utilities Funds
Including Exhibit A
— Appropriation of Funds (Second Reading)
4. Ordinance No.
N.C.S. Appropriating Funds for FY 2017 -18 Internal Service Funds
Including Exhibit A
— Appropriation of Funds (Second Reading)
5. Ordinance No.
N.C.S. Appropriating Funds for FY 2017 -2018 Special Revenues
and Trust Funds Including
Exhibit A — Appropriation of Funds (Second Reading)
6. Ordinance No.
N.C.S. Appropriating Funds for FY 2017 -2018 Capital Projects and
Debt Funds Including
Exhibit A — Appropriation of Funds (Second Reading)
7. Exhibit A to the Ordinances
— Appropriation of Funds
ORDINANCE NO. N.C.S
INTRODUCED
Attachment 1
BY COUNCILMEMBER SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA GENERAL FUND FROM JULY 1, 2017 THROUGH JUNE 30, 2018
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, 2017 through June 30, 2018, 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, 2018.
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 June, 2017,
by the following vote:
Attachment 2
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA ENTERPRISE FUNDS FROM JULY 1, 2017 THROUGH
JUNE 30, 2018
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, 2017 through June 30, 2018, 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, 2018.
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 June, 2017,
by the following vote:
4
Attachment 3
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA UTILITIES FUNDS FROM JULY 1, 2017 THROUGH
JUNE 30, 2018
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, 2017 through June 30, 2018, 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 fmds 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, 2018.
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 June, 2017,
by the following vote:
Attachment 4
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA INTERNAL SERVICE FUNDS FROM JULY 1, 2017 THROUGH
JUNE 30, 2018
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, 2017 through June 30, 2018, 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, 2018.
Section 4. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 5. The City Clerk is hereby directed to postipublish 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 June, 2017,
by the following vote:
Attachment 5
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA SPECIAL REVENUES AND TRUST FUNDS FROM JULY 1, 2017
THROUGH JUNE 30, 2018
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, 2017 through June 30, 2018, 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 fmds 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, 2018.
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 June, 2017,
by the following vote:
Attachment 6
ORDINANCE NO. N.C.S
INTRODUCED
BY COUNCILMEMBER SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA CAPITAL PROJECTS AND DEBT FUNDS FROM JULY 1, 2017
THROUGH JUNE 30, 2018
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, 2017 through June 30, 2018, 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 fmds 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, 2018.
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 June, 2017,
by the following vote:
8
Exhibit A
CITY OF PETALUMA. CA
FY 2017 -18 BUDGET
APPROPRIATIONS BY DEPARTMENT AND FUND
TOTAL GENERAL FUND 43,412,353 1,160,053 44,572,406
SPECIAL REVENUE & TRUST FUNDS
Community Development Block Grant
Budgeted Budgeted
Appropriations Transfers Out
Total
Budget
GENERAL FUND
Housing Successor Agency
195,377
General Fund Cost Center
1,367 1,160,053
1,161,420
City Council
109,808 -
109,808
City Attorney
925,020 -
925,020
City Clerk
263,909 -
263,909
City Manager
834,383 -
834,383
Economic Development
385,520 -
385,520
Finance
2,110,350 -
2,110,350
Human Resources
549,097 -
549,097
Non Departmental
1,198,200 -
1,198,200
Planning
543,828 -
543,828
Fire
13, 377, 376 -
13, 377, 376
Recreation
1,828,278 -
1,828,278
Police
17, 387, 532 -
17, 387, 532
Public Works
3,897,685 -
3,897,685
TOTAL GENERAL FUND 43,412,353 1,160,053 44,572,406
SPECIAL REVENUE & TRUST FUNDS
Community Development Block Grant
315,033
25,000
340,033
Housing Successor Agency
195,377
-
195,377
Mobile Home Rent Program
1,500
12,500
14,000
Commercial Linkage Fees
72,538
25,000
97,538
Housing In -Lieu Fees
345,015
50,000
395,015
Parkland Acquistion Impact Fees -08
6,897
-
6,897
Parkland Development Impact Fees -08
24,590
410,000
434,590
Open Space Acquisition Impact Fees - 08
1,766
-
1,766
Quimby Act Dedication and In- Lieu -08
665
-
665
City Facilities Development Impact Fee
26,560
-
26,560
Storm Drainage Impact Fees
43,000
43,000
Storm Drainage Impact Fees -09
149
149
Traffic Mitigation Impact Fees
248,000
248,000
Traffic Mitigation Impact Fees -08
75,221
75,221
Public Art Fees
220,500
-
220,500
0
CITY OF PETALUMA, CA
FY 2017 -18 BUDGET
APPROPRIATIONS BY DEPARTMENT AND FUND
Budgeted Budgeted Total
Appropriations Transfers Out Budget
3% Admin Impact Fees
Parks and Rec Grants
Police Grants
Public Works Grants
Gas Tax
Landscape Assessment Districts
Abandoned Vehicle Abatement
Asset Seizures
Street Maintenance Gas Tax
Transient Occupancy Tax
Haz Mat Fines
SLESF
Donations
Prince Park Trust
TOTAL SPECIAL REVENUE & TRUST FUNDS
ENTERPRISE FUNDS
Airport Operations
Community Development
Marina
Public Transportation
TOTAL ENTERPRISE FUNDS
UTILITIES
Waste Water Utility
Water Utility
Storm Utility
TOTAL UTILITY FUNDS
INTERNAL SERVICE FUNDS
Employee Benefits
General Services
Information Technology
Risk Management (Liability)
Vehicle and Equipment Replacement
Workers' Compensation
TOTAL INTERNAL SERVICE FUNDS
7,499
-
7,499
-
132,000
132,000
324,549
-
324,549
-
1,848,000
1,848,000
185,205
1,636,850
1,822,055
473,817
-
473,817
101,187
-
101,187
36,645
75,000
111,645
3,053,786
532,000
3,585,786
654,825
3,213,012
3,867,837
30,032
-
30,032
-
100,000
100,000
18,484
245,000
263,484
-
56,500
56,500
6,171,840
8,651,862
14,823,702
1,799,778
590,000
2,389,778
1,595,163
-
1,595,183
266,253
-
266,253
2,990,304
144,000
3,134, 304
6,651,498
734,000
7,385,498
21,265,626
24,337,000
45,602,626
15,133, 606
3,196, 000
18, 329, 606
425,807
-
425,807
36, 825, 039
27, 533, 000
64, 358, 039
1,645,404 - 1,645,404
220,470 - 220,470
1,784,729 - 1,784,729
1,361,622 1,361,622
924,752 - 924,752
1,661,783 - 1,661,783
7,598,760 - 7,598,760
10
CITY OF PETALUMA, CA
FY 2017 -18 BUDGET
APPROPRIATIONS BY DEPARTMENT AND FUND
CAPITAL PROJECT FUNDS
Facilities CIP
Parks and Recreation CIP
Public Works /Surface Water CIP
Airport CIP
Marina CIP
Transit CIP
Waste Water /Recycled Water CIP
Water CIP
TOTAL CAPITAL PROJECT FUNDS
Successor Agency Debt
Successor Agency Admin
TOTAL SUCCESSOR AGENCY FUNDS
GRAND TOTAL
Budgeted Budgeted Total
Appropriations Transfers Out Budget
1,164,000
610,000
8,453,000
590,000
575
178,000
25, 256, 000
1,347,000
37, 598, 575
5,481,427
233,305
5,714,732
1,164, 000
610,000
8,453,000
590,000
575
178,000
25, 256, 000
1,347,000
37, 598, 575
5,481,427
233,305
5,714,732
143,972,797 38,078,915 182,051,712
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