HomeMy WebLinkAboutStaff Report 1.A 02/12/2018�ALU�?
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DATE:
February 12, 2018
Agenda Item #1.A
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: Corey Garberolio, Acting Finance Director
SUBJECT: FY 2018 Mid -Year Budget Adjustments - Adoption of Urgency Ordinances to
Change Certain Appropriations for the Operations of the City of Petaluma from
July 1, 2017 to June 30, 2018 and Declaring the Urgency Thereof, to Take Effect
Immediately, and Resolution Authorizing the Appropriation of Various General
Fund Reserves for Specific Uses
RECOMMENDATION
It is recommended that the City Council adopt the attached urgency ordinances to amend
Ordinances 2628, 2629, 2630, 2631, 2632, 2633 N.C.S. to Change Certain Appropriations for the
Operations of the City of Petaluma from July 1, 2017 to June 30, 2018 and Declaring the
Urgency Thereof, to Take Effect Immediately. It is also recommended that the City Council
adopt a Resolution Authorizing the Appropriation of Various General Fund Reserves for Specific
Uses.
BACKGROUND
The City reviews its budget on a continual basis and recommends periodic adjustments. These
adjustments take into account unexpected budget changes and provide a more accurate and
timely calculation of actual vs. budget comparisons. The proposed Mid -Year Budget
Adjustments are to the Adopted Budget for FY 2017 -2018.
The reason for the urgency is to avoid, or eliminate, negative appropriation balances. This will
more accurately reflect current appropriations and fund balances in preparation for the FY 19
budget process that will soon commence.
The proposed mid -year budget adjustments are for the General Fund, Special Revenue Funds,
Capital Projects Funds, Enterprise Funds, Utility Funds and the Internal Services Funds for the
fiscal year ending June 30, 2018. Department Heads were directed to provide Finance with a list
of critical, must -do budget adjustments. The list was then compiled, presented to the City
Manager, and screened to the recommended list.
The resulting adjustments are herein presented for City Council consideration and approval.
Budget adjustments modify previously approved budget appropriations. As such, they must be
adopted by ordinance to take effect. Urgency ordinances require a unanimous vote of the
Council members present for passage.
The proposed changes are categorized as follows:
Adjustments — Increases or (decreases) in various funds to update the budget based on
current economic conditions, changes to city projects, or changes in work activity.
Transfers — Transfers from one fund to another to identify funding sources, facilitate
reporting requirements, and true -up fund balances. A Transfer In from one fund is
always accompanied by a Transfer Out from another; i.e.: Transfers In = Transfers Out.
Encumbrances & Designated Reserves — Encumbrances are appropriations budgeted in
the prior fiscal year that were delayed. Additionally, unexpected, critical and one -time
expenditures can be paid for from designated reserves. These transactions do not affect
fund balances in the current fiscal year.
Provided below is a summary of the recommended mid -year budget adjustments. Account
details are listed in Exhibit A.
• Purchase of a Ladder Fire Truck and Pumper to be funded by an inter -fund loan from the
Waste Water fund and reserves from the General Fund. Adjustment to Vehicle
Replacement appropriations, $1,800,000; Transfers from Waste Water $1,650,000 and
General Fund reserves $125,000.
• A portion of the City's PERS unfunded liability to be paid. Adjustment to Employee
Benefits appropriations, $7,490,284; Transfers from Waste Water $4,050,198, Water
$1,350,066 and Risk $1,350,066.
• Vacation Rental Enforcement services to be contracted. Adjustment in the General Fund
to Economic Development appropriations, $6,885.
• Changes to General Fund revenue estimates resulting from short -term vacancies, one-
time large retail sales, expected disaster reimbursements from FEMA and a larger -than-
anticipated increase in garbage franchise fees. Adjustment to revenue, $830,515.
• Approved and anticipated General Fund Memorandum of Understanding changes to
salaries and benefits. Adjustment to General Fund appropriations, $145,505.
• Disaster- related overtime for Miscellaneous employees. Adjustment to General Fund
appropriations, $85,000.
• Budget reduction for the vacant Revenue /Collections Specialist position that will be filled
later in the fiscal year. Adjustment to General Fund appropriations, ($82,500).
• Increased Planning Cost Recovery budget. Adjustment to Planning appropriations,
$140,000.
SIN
• Purchase of a Fire Command Vehicle. The current command vehicle is eleven years old
and has been experiencing a variety of mechanical problems malting it unreliable.
Adjustment to the Vehicle Replacement appropriations, $115,000. Transfer from the
General Fund, $95,000.
• The Water Main Replacements Various Project, c67401008, completed at a cost of
$15,268. Excess funds to be refunded. Transfers from the Water CIP to the Water
Operating fund, $15,150.
• The E. Washington (Edith- River) 18" Water Main project, c67401002, completed at a
total cost of $2,027,497. Refund excess Water funds to close out. Transfers from the
Water CIP to the Water Operating fund, $53,475.
• The River Plan McNear Ph. 1 project, c00400304, was completed in 2007 at a total cost
of $734,060. An inception -to -date reconciliation completed in FY 2017 for the Donation
Fund found that a transfer of donation funds was double posted to this project. Transfers
from the Open Space Impact Fees fund to the Parks CIP fund, $51,400, will correct this
and is consistent with the funding sources originally identified for the project.
• The Sonoma County Transportation Agency is moving forward with the undercrossing
structure of Hwy 101 for the Rainier project. Adjustment to Traffic Mitigation revenue
from the 2011 Bonds, $4,700,000. Adjustment to Public Works CIP appropriations,
$7,000,000. Transfers from Traffic Mitigation to Public Works CIP, $7,000,000.
• The consulting contract for the Airport Layout Plan Update and Terrain Survey project,
e61501716, was not finalized at the time the FY 18 budget was developed. These
expenses are 90% reimbursable by the Federal Aviation Administration (FAA).
Adjustment to Airport CIP appropriations, $108,000. Transfers from Airport Operating,
$106,000.
• The Traffic Signal Infrastructure Replacement project, 06101301, will be completed by
FY 17/18 year end. Additional funds required to closeout. Adjustment to Public Works
CIP appropriations and transfers from Street Maintenance, $74,000 each.
• Caltrans review of the Channelization Lakeville & Pine View Way project, 06101309,
which reduced the project scope, was delayed. Adjustment to Public Works CIP
appropriations and transfers from Street Maintenance, ($204,000) each.
• The scope of the Pavement Restoration project, c16101823, has been reduced for FY
17/18 and the budget revised accordingly. Adjustment to Public Works CIP
appropriations and transfers from Street Maintenance, ($500,000) each.
• Crystal Lane & Edith Crosswalks project, 06101827, to be completed by the end of the
fiscal year. Additional funds needed. Adjustment to Public Works CIP appropriations
and transfer from Street Maintenance, $23,000 each.
IRA
• Resolution 2017 -181 approved consolidating the CNG Fueling Station, c66501518, and
the High Strength Waste Facilities, c66401728, projects at Ellis Creek. This action
supports several of the City's goals in protecting the natural environment and will reduce
costs by $1,073,000. Adjustment to Waste Water CIP appropriations, and transfers from
Waste Water Operating, ($1,775,000) each.
• The following Airport capital projects have experienced delays. FY 17/18 budgets to be
reduced and the reduction re- budgeted in FY 18/19:
• Runway Electrical Improvements, e61501716
• Hangar Drainage Improvements, c61201806
• Monument Sign, c61501907
0
Corresponding adjustment to CIP appropriations and transfers, ($419,000)
FINANCIAL IMPACTS
General Fund budgeted revenues will increase by $830,515 due to revenue adjustments resulting
from short -term vacancies, one -time large retail sales, expected disaster reimbursements from
FEMA and a larger- than - anticipated increase in garbage franchise fees. Appropriations will
increase by $294,890 due to salary and benefit adjustments agreed during labor negotiations,
disaster- related overtime, the contracting out of vacation rental enforcement services and an
increase in the Planning Cost Recovery budget. These will be offset somewhat by a budget
reduction caused by the delay in filling the Revenue /Collections Specialist position. Transfers
Out will increase by a $95,000 for the Fire Command Vehicle. The net financial impact to the
General Fund associated with the recommended budget adjustments is an increase in fund
balance of $440,625.
Special Revenue Funds budgeted revenue to increase by $4,700,000 due to remittance of the
2011 Bonds balance for the Rainier project. Appropriations will remain unchanged. Transfers
Out will increase by $6,444,400 due, primarily, to the Rainier project. Several other capital
project delays and scope modifications will reduce the transfers slightly. The net impact will be
a decrease in fund balance of $1,744,400.
Budgeted revenue for Capital Project Funds will remain unchanged. Transfers In will increase
by $4,356,400 and appropriations will increase by $4,307,000. The increase is due, primarily to
the Sonoma County Transportation Agency's decision to move up the timeline for the Rainier
project. The increase will be offset somewhat by delays experienced by several capital projects
and the significant savings obtained by consolidating the CNG Fueling Station and the High
Strength Waste Facilities projects at Ellis Creek. Transfers Out of $68,625 represent refunds to
the Utility Funds for completed projects. The net change to the fund balance is a decrease of
$19,225.
Enterprise budgeted revenue, Transfers In and appropriations will remain unchanged. Transfers
Out will decline by $313,000 due to budget and timeline changes to Airport capital projects. The
net financial impact is an increase in fund balance of $313,000.
Budgeted revenue and appropriations for the Utility Funds will remain unchanged. Transfers In
will increase by $68,625 due to refunds from completed Waste Water capital projects. Transfers
Out will increase by $5,275,264 to cover a loan for the purchase of a Ladder Fire Truck and
Pumper and to pay down a portion of the City's PERS unfunded liability. This increase will be
offset somewhat by the $1,775,000 decrease in the transfer for the CNF Fueling Station and High
Strength Waste Facilities projects at Ellis Creek that have been combined into one capital
project. The net financial impact associated with these recommended budget adjustments is a
decrease in fund balance of $5,206,639.
Internal Service Funds budgeted revenue will remain unchanged. Transfers In will increase by
$8,620,330 and appropriations will increase by $9,405,284. These are for the purchase of a
Ladder Fire Truck and Pumper, a Fire Command Vehicle and the pay down of a portion of the
City's PERS unfunded liability. Transfers Out from Risk, $1,350,066, will contribute to the
PERS payment. General Fund reserves will contribute $125,000 to the purchase of the Fire
Truck. The net financial impact to the Internal Service Funds is a decrease in fund balance
of$2,010,020.
Committed Reserves:
The City Council has provided direction that 15% of General Fund expenditures be maintained
in a committed reserve to be used for contingencies. Those contingencies would include
economic downturns and emergencies including natural disasters, catastrophic events, and
emergency capital projects and purchases. In addition to the reserve for urgent contingencies,
funds have been committed for other specific uses. Governmental Accounting Standards Board
(GASB) number 54 requires that fund balances committed and released for specific purposes be
authorized by resolution of the City Council.
The following FY 18 appropriations are recommended from these committed reserves:
• Released (Used) Committed Reserves - $400,000 Employee Compensation
ATTACHMENTS
1. FY 2017 -18 Mid -Year Budget Adjustment Summary
2. Appropriations Ordinance Amendment, General Fund
3. Appropriations Ordinance Amendment, Enterprise Funds
4. Appropriations Ordinance Amendment, Special Revenue Funds
5. Appropriations Ordinance Amendment, Capital Projects Funds
6. Appropriations Ordinance Amendment, Utilities Funds
7. Appropriations Ordinance Amendment, Internal Service Funds
8. Resolution appropriating General Fund Reserves for Specific Uses
9. Exhibit A — Detailed FY 17 -18 Mid -Year Budget Adjustments
V41
Attachment 1
CityofPetaluma
General Special Revenue Capital Proje
FY 2017 -I8 Mid -Year Budget Adjustment Summary
Fund Funds Funds Funds
Funds
Funds
ALL FUNDS
REVENUE
Adiustments
General Fund revenue adjustments
830,515
Successor Agency 2011 Bonds for Rainier, project c00501204
4,700,000
Total Revenue Adjustments
830,515 4,700,000
5,530,515
Transfers In
Transfer from WW interfund loan for purchase of a Ladder Fire Truck and Pumper
1,650,000
Transfer from General Fund reserve for purchase of a Ladder Fire Truck and Pumper
125,000
Transfers from WW, Water and Risk forthe City's PERS unfunded liability payment
6,750,330
Transferfrom General Fund excess revenues for Fire Command Vehicle
95,000
Refund excess Water funds from Water Main Replacements Various project c67401008
15,150
Refund excess Water funds from E. Washington 18" Water Main project c67401002
53,475
Transfer from Open Space Impact fees for River Plan McNear project c00400304
51,400
Transfer from Traffic Mitigation for the Rainier project, c00501204
7,000,000
Transfers from Airport Operating and FAA grant for Airport Layout Plan, project e61501716
106,000
Traffic Signal project to be completed by year -end FY 17/18; additional Street funds needed
74,000
Channelization Lakeville /Pine View project scope reduced. FY 17/18 transfer revised
(204,000),'
Pavement Restoration project scope reduced. FY 17/18 transfer reduced
(500,000)'.
Crystal Ln & Edith Crosswalks project to be completed. Transfer of addti Street funds needed
23,000
Reso 2017 -181 approved consolidating projects c66401728 and c66501518 at Ellis Creek
(1,775,000);
Runway Electrical Improvements project delayed; FY 17/18 transfers reduced
(310,000)',
Airport Hangar Drainage Improvements project moved to FY 18/19; FY 17/18 transfers reduced !
(51,000),
Transfer for the Airport Monument Sign reduced and partially moved to FY 18/19.
(58,000)JI
Total Transfers In
- - 4,356,400
68,625
8,620,330
13,045,355
TOTAL REVENUES
830,515 4,700,000 ! 4,356,400
68,625+
8,620,330
18,575,870
City of Petaluma
General Special Revenue
Capit al Project
FY2017 -18 Mid -Year Budget Adjustment Summary
Fund Funds
Funds Funds
Funds Funds
EXPENSES
Adjustments
Purchase of a Ladder Fire Truck and Pumper
1,800,000
Pay down a portion of the City's PERS unfunded liability
7,490,284
Host Compliance contract for vacation rental enforcement services
6,885
Purchase of a Fire Command Vehicle
115,000
General Fund MOU changes to salaries and benefits
145,505
Disaster- related overtime for Misc employees.
85,000
Budget reduction for vacant Revenue /Collections Specialist
(82,500)!,
"Increased Planning Cost Recovery budget
140,000
SCTA construction work on the Rainier project, c00501204
7,000,000
Consulting contract for Airport Layout Plan Update and Terrain Survey project, e61501716
108,000
Traffic Signal project to be completed by year -end FY 17/18; additional Street funds needed
74,000
Channelization Lakeville /Pine View project scope reduced. FY 17/18 budget revised
(204,000):
Pavement Restoration project scope reduced. FY 17/18 budget reduced
(500,000)!
Crystal Ln & Edith Crosswalks project to be completed. Addtl Street funds needed
23,000
Reso 2017 -181 approved consolidating projects c66401728 and c66501518 at Ellis Creek
(1,775,000),
Runway Electrical Improvements project delayed; FY 17/18 budget reduced
(310,000)!
Airport Hangar Drainage Improvements project moved to FY 18/19; FY 17/18 budget reduced
(51,000)'
Budget for the Airport Monument Sign reduced and partially moved to FY 18/19.
(58,000)'
Total Expense Adjustments
294,890
4,307 000 !
9,405,284 !
►�
City of Petaluma
General Special
,
FY 2017 -18 Mid -Year Budget Adjustment Summary
Fund
Funds
Funds
Funds
Funds
Funds
ALL FUNDS
Transfers Out
I
Transfer out from WW interfund loan for purchase of a Ladder Fire Truck and Pumper
1,650,000
c Transfers Out from WW, Water and Risk for City's to Employee Benefits for PERS liability
5,400,264
1,350,066 'I!
Transfer from General Fund to Vehicle Replacement for Fire Command Vehicle
95,000
Refund excess Water funds from Water Main Replacements Various project c67401008
15,150
Refund excess Water funds from E. Washington 18" Water Main project c67401002
53,475
Transfer from Open Space Impact fees for River Plan McNear project c00400304
51,400
i Transfer from Traffic Mitigation for the Rainier project, c00501204
7,000,000
Transfers from Airport Operating and FAA grant for Airport Layout Plan, project e61501716
106,000
L Traffic Signal project to be completed by year -end FY 17/18; additional Street funds needed
74,000
Channelization Lakeville /Pine View project scope reduced. FY 17/18 transfer revised
(204,000)
o Pavement Restoration project scope reduced. FY 17/18 transfer reduced
(500,000);
P Crystal Ln & Edith Crosswalks project to be completed. Transfer of addtl Street funds needed
23,000
Reso 2017 -181 approved consolidating projects c66401728 and c66501518 at Ellis Creek
(1,775,000)
Runway Electrical Improvements project delayed; FY 17/18 transfers reduced
(310,000)!
Airport Hangar Drainage Improvements project moved to FY 18/19; FY 17/18 transfers reduced +
(51,000)!
Transferfor the Airport Monument Sign reduced and partially moved to FY 18/19.
(58,000);
Total Transfers Out
95,000
6,444,400
68,625
(313,000) !
5,275,264 !
1,350,066
12,920,355
TOTAL EXPENSES
389,890
6,444,400
4,375,625
(313,000);
5,275,264 !
10,755,3501
26,927,529
NET CHANGE TO FUND BALANCES .,
440,625
(1;744,400
(19,225)
313,000
(5,205639) ,'
(2,135,020)
' (8,351,659)';
Reserves
cA Purchase of a Fire Engine
-
125,000
Total Reserves:
125,000 !!
125,000
ATTACHMENT 2
AN URGENCY ORDINANCE AMENDING ORDINANCE NO. 2628 N.C.S.
TO CHANGE GENERAL FUND APPROPRIATIONS FOR THE OPERATION OF
THE CITY OF PETALUMA FROM JULY 1, 2017 TO JUNE 30, 2018
AND DECLARING THE URGENCY THEREOF, TO TAKE EFFECT IMMEDIATELY:
Section 1. Ordinance No. 2628 N.C.S. is hereby amended for the fiscal year beginning on July
1, 2017 and ending on June .30, 2018 in the amounts as set forth in the attached Exhibit A,
incorporated herein by reference, and distributed to the various funds as set out in said exhibit
and shall be expended and used in accordance therewith.
Section 2. The City Council hereby finds and determines that the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances for the fiscal year ending June 30, 2018.
Section 3. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 4. This ordinance is hereby declared to be necessary for the immediate preservation of
the public peace, health and safety of the City of Petaluma and its citizens, and shall take effect
and be in force from and after its final passage by unanimous vote of the members of the City
council present at the time of its adoption. The reason for the urgency is to reflect up -to -date
appropriations and true -up fund balances.
Section 5. Severability. If any section, subsection, sentence, clause, phrase or word of this
ordinance is for any reason held to be unconstitutional, unlawful or otherwise invalid by a court
of competent jurisdiction or preempted by state legislation, such decision or legislation shall not
affect the validity of the remaining portions of this ordinance. The City Council of the City of
Petaluma hereby declares that it would have passed and adopted this ordinance and each and all
provisions thereof irrespective of the fact that any one or more of said provisions be declared
unconstitutional, unlawful or otherwise invalid.
Section 6. 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 and ordered posted /published this day of , 2018,
by the following vote:
I
ATTACHMENT 3
'AN URGENCY ORDINANCE AMENDING ORDINANCE NO. 2629 N.C.S. TO
CHANGE ENTERPRISE FUNDS APPROPRIATIONS FOR THE OPERATION OF
THE CITY OF PETALUMA FROM JULY 1, 2017 TO JUNE 30, 2018
AND DECLARING THE URGENCY THEREOF, TO TAKE EFFECT IMMEDIATELY:
Section 1. Ordinance No. 2629 N.C.S. is hereby amended for the fiscal year beginning on July
1, 2017 and ending on June 30, 2018 in the amounts as set forth in the attached Exhibit A,
incorporated herein by reference, and distributed to the various funds as set out in said exhibit
and shall be expended and used in accordance therewith.
Section 2. The City Council hereby finds and determines that the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances for the fiscal year ending June 30, 2018.
Section 3. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 4. This ordinance is hereby declared to be necessary for the immediate preservation of
the public peace, health and safety of the City of Petaluma and its citizens, and shall take effect
and be in force from and after its final passage by unanimous vote of the members of the City
council present at the time of its adoption. The reason for the urgency is to reflect up -to -date
appropriations and true -up fund balances.
Section 5. Severability. If any section, subsection, sentence, clause, phrase or word of this
ordinance is for any reason held to be unconstitutional, unlawful or otherwise invalid by a court
of competent jurisdiction or preempted by state legislation, such decision or legislation shall not
affect the validity of the remaining portions of this ordinance. The City Council of the City of
Petaluma hereby declares that it would have passed and adopted this ordinance and each and all
provisions thereof irrespective of the fact that any one or more of said provisions be declared
unconstitutional, unlawful or otherwise invalid.
Section 6. The City Cleric 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 and ordered posted /published this day of , 2018,
by the following vote:
91
ATTACHMENT 4
AN URGENCY ORDINANCE AMENDING ORDINANCE NO. 2630 N.C.S. TO
CHANGE SPECIAL REVENUE AND TRUST FUNDS APPROPRIATIONS FOR THE
OPERATION OF THE CITY OF PETALUMA FROM JULY 1, 2017 TO JUNE 30, 2018
AND DECLARING THE URGENCY THEREOF, TO TAKE EFFECT IMMEDIATELY:
Section 1. Ordinance No. 2630 N.C.S. is hereby amended for the fiscal year beginning on July
1, 2017 and ending on June 30, 2018 in the amounts as set forth in the attached Exhibit A,
incorporated herein by reference, and distributed to the various funds as set out in said exhibit
and shall be expended and used. in accordance therewith.
Section 2. The City Council hereby finds and determines that the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances for the fiscal year ending June 30, 2018.
Section 3. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 4. This ordinance is hereby declared to be necessary for the immediate preservation of
the public peace, health and safety of the City of Petaluma and its citizens, and shall take effect
and be in force from and after its final passage by unanimous vote of the members of the City
council present at the time of its adoption. The reason for the urgency is to reflect up -to -date
appropriations and true -up fund balances.
Section 5. Severability. If any section, subsection, sentence, clause, phrase or word of this
ordinance is for any reason held to be unconstitutional, unlawful or otherwise invalid by a court
.of competent jurisdiction or preempted by state legislation, such decision or legislation shall not
affect the validity of the remaining portions of this ordinance. The City Council of the City of
Petaluma hereby declares that it would have passed and adopted this ordinance and each and all
provisions thereof irrespective of the fact that any one or more of said provisions be declared
unconstitutional, unlawful or otherwise invalid.
Section 6. 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 and ordered posted /published this day of , 2018,
by the following vote:
ATTACHMENT 5
AN URGENCY ORDINANCE AMENDING ORDINANCE NO. 2631 N.C.S.
TO CHANGE CAPITAL PROJECTS FUNDS APPROPRIATIONS FOR THE OPERATION
OF THE CITY OF PETALUMA FROM JULY 1, 2017 TO JUNE 30, 2018
AND DECLARING THE URGENCY THEREOF, TO TAKE EFFECT IMMEDIATELY:
Section 1. Ordinance No. 2631 N.C.S. is hereby amended for the fiscal year beginning on July
1, 2017 and ending on June 30, 2018 in the amounts as set forth in the attached Exhibit A,
incorporated herein by reference, and distributed to the various funds as set out in said exhibit
and shall be expended and used in accordance therewith.
Section 2. The City Council hereby finds and determines that the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances for the fiscal year ending June 30, 2018.
Section 3. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 4. This ordinance is hereby declared to be necessary for the immediate preservation of
the public peace, health and safety of the City of Petaluma and its citizens, and shall take effect
and be in force from and after its final passage by unanimous vote of the members of the City
council present at the time of its adoption. The reason for the urgency is to reflect up -to -date
appropriations and true -up fund balances.
Section 5. Severability. If any section, subsection, sentence, clause, phrase or word of this
ordinance is for any reason held to be unconstitutional, unlawful or otherwise invalid by a court
of competent jurisdiction or preempted by state legislation, such decision or legislation shall not
affect the validity of the remaining portions of this ordinance. The City Council of the City of
Petaluma hereby declares that it would have passed and adopted this ordinance and each and all
provisions thereof irrespective of the fact that any one or more of said provisions be declared
unconstitutional, unlawful or otherwise invalid.
Section 6. 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 and ordered posted /published this day of , 2018,
by the following vote:
U
ATTACHMENT 6
AN URGENCY ORDINANCE AMENDING ORDINANCE NO. 2632 N.C.S.
TO CHANGE UTILITIES FUNDS APPROPRIATIONS FOR THE OPERATION OF THE
CITY OF PETALUMA FROM JULY 1, 2017 TO JUNE 30, 2018
AND DECLARING THE URGENCY THEREOF, TO TAKE EFFECT IMMEDIATELY:
Section 1. Ordinance No. 2632 N.C.S. is hereby amended for the fiscal year beginning on July
1, 2017 and ending on June 30, 2018 in the amounts as set forth in the attached Exhibit A,
incorporated herein by reference, and distributed to the various funds as set out in said exhibit
and shall be expended and used in accordance therewith.
Section 2. The City Council hereby finds and determines that the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances for the fiscal year ending June 30, 2018.
Section 3. All ordinance or pants of ordinances in conflict herewith are hereby repealed.
Section 4. This ordinance is hereby declared to be necessary for the immediate preservation of
the public peace, health and safety of the City of Petaluma and its citizens, and shall take effect
and be in force from and after its final passage by unanimous vote of the members of the City
council present at the time of its adoption. The reason for the urgency is to reflect up -to -date
appropriations and true -up fund balances.
Section 5. Severability. If any section, subsection, sentence, clause, phrase or word of this
ordinance is for any reason held to be unconstitutional, unlawful or otherwise invalid by a court
of competent jurisdiction or preempted by state legislation, such decision or legislation shall not
affect the validity of the remaining portions of this ordinance. The City Council of the City of
Petaluma hereby declares that it would have passed and adopted this ordinance and each and all
provisions thereof irrespective of the fact that any one or more of said provisions be declared
unconstitutional, unlawful or otherwise invalid.
Section 6. 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 and ordered posted /published this day of , 2018,
by the following vote:
i
ATTACHMENT 7
AN URGENCY ORDINANCE AMENDING ORDINANCE NO. 2633 N.C.S.
TO CHANGE INTERNAL SERVICES FUNDS APPROPRIATIONS FOR THE OPERATION
OF THE CITY OF PETALUMA FROM JULY 1, 2017 TO JUNE 30, 2018
AND DECLARING THE URGENCY THEREOF, TO TAKE EFFECT IMMEDIATELY:
Section 1. Ordinance No. 2633 N.C.S. is hereby amended for the fiscal year beginning on July
1, 2017 and ending on June 30, 2018 in the amounts as set forth in the attached Exhibit A,
incorporated herein by reference, and distributed to the various funds as set out in said exhibit
and shall be expended and used in accordance therewith.
Section 2. The City Council hereby finds and determines that the amount of appropriations
provided hereby does not exceed the estimated revenue, other sources and available fund
balances for the fiscal year ending June 30, 2018.
Section 3. All ordinance or parts of ordinances in conflict herewith are hereby repealed.
Section 4. This ordinance is hereby declared to be necessary for the immediate preservation of
the public peace, health and safety of the City of Petaluma and its citizens, and shall take effect
and be in force from and after its final passage by unanimous vote of the members of the City
council present at the time of its adoption. The reason for the urgency is to reflect up -to -date
appropriations and tine -up fund balances.
Section 5. Severability. If any section, subsection, sentence, clause, phrase or word of this
ordinance is for any reason held to be unconstitutional, unlawful or otherwise invalid by a court
of competent jurisdiction or preempted by state legislation, such decision or legislation shall not
affect the validity of the remaining portions of this ordinance. The City Council of the City of
Petaluma hereby declares that it would have passed and adopted this ordinance and each and all
provisions thereof irrespective of the fact that any one or more of said provisions be declared
unconstitutional, unlawful or otherwise invalid.
Section 6. 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 and ordered posted /published this day of , 2018,
by the following vote:
l57
ATTACHMENT 8
RESOLUTION AUTHORIZING THE APPROPRIATION OF VARIOUS
GENERAL FUND RESERVES FOR SPECIFIC USES
WHEREAS, the City Council has provided direction that 15% of General Fund
expenditures be held in a designated reserve for emergency contingencies; and,
WHEREAS, in addition, one time General Fund monies have been accumulated
for specific uses; and,
WHEREAS, those specific uses include employee compensation, General Plan
update, street repairs and maintenance, sidewalk repairs and maintenance, artificial turf
replacement; and,
NOW, THEREFORE, BE IT RESOLVED that:
1. The City Council hereby approves appropriation of committed General
Fund reserves in the amount of $400,000 for employee compensation
ZIP
Detailed FY 17118 Ntid -Year Budget Adjustments
Exhibit A
accountstrin
project string
Ref
!fund name
Revenue
Expenditures !
amount Fund group
fund
cost ctr
object :T if a Gcable
revision purpose
Vehicle_ Replacement Fund
1,800,000
(1,800,000); Internal Services
7500
75100
62220
Purchase of a Ladder Fire Truck and Pumper funded by the Waste Water interfund loan and reserves
Waste Water
1,650,000
(1,650.000)! Utilities
6600
66100
69910
from the General Fund.
Vehicle Replacement Fund
1,650,000
1,650,000 'Internal SeMces
7500'
75100'
49910
Vehicle Replacement Fund
125,000
125,000 internal Services
7500'
75100'
49910;
1,775,000
3,450,000
(1,675,000)
C
Employee Benefits
7,490,284
(7,490,284)! Internal Services
7100
71300
52530
Pay down a portion of the City's PERS unfunded liability.
Employee Benefits
6,750,330
6,750,330 Internal Services
7100
71300'
49910
Waste Water
4,050,198
(4,050,198)! Utilities
6600
66100'
69910
Water
1,350,066 !
(1,350,066) Utilities
6700
67100:
69910
Risk
1.350,066 !
(1,350,066)' Internal Services
7400
74100`
69910
6,750,330
14,240,614
(7,490,284)
D
Economic Development
6,885 !
(6,885) General Fund
1100 !
11340
54110
Host Compliance contract for vacation rental enforcement services.
6,885
(6,885)'
EE
General Fund
548,765
548,765 General Fund
1100!
11100
41220
General Fund revenue adjustments resulting from short -term vacancies, one time large retail sales,disaster
General Fund
(48,750);
(48,750) General Fund
1100
11100'
41230
reimbursement from FEMA and larger than anticipated increase in garbage franchise fees.
General Fund
80,000
80,000 (General Fund
1100'
_ 11100
41240
General Fund
50,000
50,000 General Fund
1100
11100
41320
General Fund
85,000
85,000 General Fund
1100;
11100`
45010
Police Dept
(48,750)
(48,750) :General Fund
1100
15100
42710
Fire Dept
24,250
24,250 General Fund
1100
136001
44320✓
Planning
140,000
140,000 General Fund
11001
12700
45230
830,515
830,515
F
City Council
1,207
(1,207)! General Fund
11001
11300
51110
General Fund Memorandum of Understanding changes to salaries and benefits.
City Attorney
2,208
(2,208); General Fund
1100 "
11310
51110:
;City Clerk
4,403 !
(4,403)' General Fund
1100
11320
51110
City Manager
2,877
(2,877) General Fund
1100'
11330,
51110
Economic Development
2,868 !,
(2,868) General Fund
1100'
113401
51110'.
Finance
29,973 !
(29,973) General Fund
1100!
11400!
51110
`Human Resources
5,879
(5,879) General Fund
1100!
11600'
51110
!Fire Dept
19,666
(19,666) General Fund
1100
13100:
51110
Parks Dept
10,476 !
(10,476)! General Fund
1100:
14100`
51110
Police Dept
30,387
(30,387) (General Fund
1100;
15100'
51110
Public Works
35.561
(35561)' General Fund
1100'
16100!
51110
145.505 i
(145,505)'
F
General Fund
85,000
(85,000):General Fund
1100(
various
51210
Disaster- related overtime for Misc errprloyees. Corresponding increase in anticipated FEMA reimbursement revenue.
85,000
(85,000)
F
Finance
(82,500)'
82,500 General Fund
1100'
11400
51110
Budget reduction for vacant Revenue/Collections specialist that is expected to be filled later in the year.
(82,500) ;
82,500
The position was budgeted for the entire year. Offset by a cooresponding reduction in collection revenue,
F
Planning Cost Recovery
140,000
(140,000): General Fund
1100
12700
54160
Increased Planning Cost Recovery. Cooresponding increase in Planning Revenue.
140,000
(I 4Q 000)
G
Vehicle Replacement Fund
115,000 !
(115,000)! Internal Services
7500:
75100
62220
Budget for Fire Command Vehicle funded from excess revenues.
Vehicle Replacement Fund
95,000
95,000 f Internal Services
7500
75100'
49910
General Fund
95,000
(95,000) General Fund
1100
111001
69910
95,000
210,000 !,
(115,000)
H
Water CIP
15,150:
(15,150) iCIP
67901;
67999
69930 F c67401008 -36700
Water Main Replacements Various project completed. Total cost $15,268. Refund excess Water funds to
Water Operating
15,150
15,150.UtiGties
67001,
67100
49930
close out project.
15,150 !
15,150 1
FY 17118 Mid -Year Budget Adjustments
Water CIP
Ic66401728 -30600
53,475!
(53,475) CIP
6790(
67999!
Water Operating
53,475
and will reduce costs by $1,073,000.
53,475 Utilities
6700
67100!
49910,1
53,475 !
53,475
69910;
Parks CIP
51,400
.Runway Electrical Improvements project experiencing delays. FY 17/18 budget reduced.
51,400 ;CIP
3140:
31400'.
Open Space Impact Fees
e61501716 -44310
51.400
(51,400) Special Revenue '
2143
21430
69920
51.400
51,400
1 !Traffic Mitigation
4,700,000
4,700,000 'Special Revenue
2161,
21610 ".
Traffic Mitigation
7,000,000 !
(7,000,000) Special Revenue
2161
21610!.
Public Works CIP
7,000,000
7,000,000 Capital Projects
3160
31600!
Public Works CIP
7,000,000 "'
(7,000000), Capital Projects
3160;
31600!
11.700,000
14,000,0001
(2,300,000);
Airport CIP
105,000
(105,000) CIP
6190!
61999
Airport CIP
3,000
(3,000) CIP
6190'
61999.
Airport CIP
95,000'
95,000 'CIP
6190'
61999
AirportClP
11,000
11,000 CIP
6190'
61M
FAA Grant
95,000
(95,000) Enterprise
6100'
61100 '.
Airport Operating
11,000'
(11,000); Enterprise
61001
61100:
(106,000)'
(214,000)
108,000
Public Works CIP
74,000 !
(74,000) CIP
3160'
31600.
Public Works CIP
74,000
"I
74,000 :CIP
31601
31600'
Street Maintenance
74,000
(74,000):SpecialRevenue !
2411,
24110!.
74.000
148,000
(74,000)
A Public Works CIP
(204,000);
204,000 ;CIP
3160
31600
Public Works CIP
(204,000)'
(204,000)'CIP
3160
31600'.
Traffic Mitigation Fees
(204,000)!
204 000 Special Revenue
2160'
21600'.
(204,000)
(408,000)':
204,000
Public Works CIP
(500,000)
500,000 CIP
3160!
31600'.
Public Works CIP
(50Q00<J)
(500,000) CIP
3160;
31600'
Street Maintenance
(500.000)
500,000 !Special Revenue
2411 !
24110
(500,000),
(11000.000)'
500.000
Public Works CIP
23,000 !
(23,000) CIP
3160
31600!.
Public Works CIP
23,000
23,000 CIP
3160!
31600'.
Street Maintenance
23.000 !
(23,000) - Special Revenue
2411 !
24110!
23,000
46,000
(23000)'
l WasteWater CIP
(2,605,000);
2,605,000 !CIP
6690
66999
WasteWater CIP
(2,605,000)
(2,605,000) CIP
6690
66999'.
!WasteWaterCapital
(2,605,000),
2,605,000 Utilities
6600
66100'
Wastewater CIP
830,000
(830,000) !CIP
6690
669%
WasteWater CIP
830,000
830,000 ICIP
6690`
66999!.
WasteWaterCapital
830.000
(830000) Utilities
6600!
66100;
(1,775,000)-
(3.550,000)'
1.775 000
Airport CIP
(31Q000),
310,000 %CIP
6190;
61999
IAirport CIP
16,000
16,000 :Enterprise
6190'
61999'"
Airport CIP
(326,000):
(326,000)( Enterprise
6190:
619%
State, AlP Grant
16,000 %
(16,000). Enterprise
6100`
61100'.
FAA Grant
(326,000)!
326,000 !CIP
6100
61100!
(310,000)'
(620,000)
310,000 i
69930 F
49930;
49910 F
69910:,
4xxxx
69910
49910 R
54151 E
54110:E
54152 E
49920 F
49910.F
69920
69910
54151 E
49910
69910
54151 E
49910,1`
69910
54151 E
49910
69910
54151 E
49910
69910,
project string
c67401002 -36799 E. Washington (Edith - Riker) 18" Water Main project completed. Total cost $2,027,497. Refund excess
Water funds to close out
.00400304 -02143 River Plan McNear phase 1 completed. Funds to be transferred from the Open Space Impact Fees fund
to close out. Total cost $7,34,060.
Sonoma County Transportation Agency moving forward with the undercrossing structure of" 101
for the Rainier project.
e61501716 -30300 FY 18 budget for the Airport Layout Plan Update and Terrain Survey project. The consulting contract
e61501716 -30700 was not finalized at the lime the FY 18 budgetwas developed. These expenses are 90% reimbursable
e81501716 -49920 by the FAA grant
e61501716 -61100
.16101301 -30600 Traffic Signal Infrastructure Replacement project to be completed by year-end FY 17/18. Additional Street
c16101301 -02411 Maintenance funds needed. FY 17/18 budget revised.
c16101309 -30600 Caltrans review of the Channelization Lakeville & Pine View Way project was delayed and project scope was
c16101309 -02160 reduced. FY 17/18 budget revised.
.16101823 -30600 The scope of the Pavement Restoration project has been reduced for FY 17/18. Budget reduced accordingly.
.16101823 -02411
X16101827 -30600 Crystal Lane & Edith Crosswalks to be completed this fiscal year. Additional Street Maintenance funds
c16101827 -02411 needed.
54151 E
Ic66401728 -30600
:Resolution 2017 -181 approved consolidating the CNG Fueling Station and the Hgh Strength Waste Facilities
49910 F
c66401728 -66100
projects at Ellis Creek This action supports several of the City's goals in protecting the natural environment
69910-
and will reduce costs by $1,073,000.
54151,E
c66501518 -30600
49910,1
c66501518 -66100
69910;
54110E
e61501716- various
.Runway Electrical Improvements project experiencing delays. FY 17/18 budget reduced.
49920 F
e61501716 -44210
Most of the work will be completed in FY 18/19.
49920,F
e61501716 -44310
69920
69920
Detailed FY 17/18 Mid -Year Budget Adjustments
E)hb!tA
account strin
project string
Ref fund name
Revenue
E enditures
amount Fund group
fund
cost ctr !
object T
If applicable'
revision purpose
S Airport CIP
(51,000)
51,000 CIP
6190
61999
E
c61201806- various
The Airport Hangar Drainage Improvements project has been moved to FY 18/19. FY 17/18 budget reduced.
Airport CIP
(51,000)
(51,000) CIP
6190
61999'
49910 F
X6120180661100
Airport Operating
!...
(51.000).
51.000 (Enterprise
6100.
61100!
69910:
(51,000)!
(102,000)(
51,000
T Airport CIP
(58,000)',
58,000 CIP
6190'
61999!
E
c61501907- various
'Budget for the Airport Monument Sign has been reduced and moved to FY 18/19. FY 17/18 budget reduced.
Airport CIP
(58,000)
(58,000) CIP
6190'
61999'
49910 F
c61501907 -61100
Airport Operatinq
(58,000)
58,000 Enterprise
6100
61100!
69910
(58,000),
(116,000)i
58,000
NET CHANGE TO FUND BALANCES
18,576,870
26,927,629
(8 351 659)
Reserves
General Fund
125,000
(125,000) iGeneral Fund
1100
11100'
69910
Purchase of a Fire Engine partially funded by General Fund reserves.