HomeMy WebLinkAboutStaff Report 3.D 06/04/2018Agenda Item #3.D
L U�1
aw '�
I85$
DATE: June 4, 2018
TO: Honorable Mayor and Members of the City Council through City Manager
FROM: Corey Garberolio, Finance Director 4s
SUBJECT: Adoption (Second Reading) of FY 20184� Budget Appropriations Ordinances
RECOMMENDATION
It is recommended that the City Council Adopt the FY 2018-19 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.
DISCUSSION
On May 7, 2018, 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 14, 2018. On May 21, 2018 the FY 2018-19 Budget was adopted by Resolution and the
first reading of FY 2018-19 Budget Appropriations Ordinances was completed and approved
unanimously. The recommended action will finalize the FY 2018-19 Budget and establish an
effective date of 30 days from adoption.
FINANCIAL IMPACTS
The estimated beginning fund balance for all funds is $92,641,640. The total budget for the City,
City Acting as Successor Agency and City Acting as Housing Successor, including transfers, is
$170,756,404. The budget is balanced by revenues, transfers in and year-end Reserve
adjustments of $161,796,290. This will result in an estimated ending balance, all funds, of
$83,681,526.
ATTACHMENTS
1. Ordinance No. 2649 N.C.S. Appropriating Funds for FY 2018-2019 General Fund
Including Exhibit A _ Appropriation of Funds (Second Reading)
2. Ordinance No. 2650 N.C.S. Appropriating Funds for FY 2018-2019 Enterprise Funds
Including Exhibit A — Appropriation of Funds (Second Reading)
3. Ordinance No. 2651 N.C.S. Appropriating Funds for FY 2018-19 Utilities Funds
Including Exhibit A — Appropriation of Funds (Second Reading)
4. Ordinance No. 2652 N.C,S. Appropriating Funds for FY 2018-19 Internal Service Funds
Including Exhibit A — Appropriation of Funds (Second Reading)
5. Ordinance No. 2653 N.C.S. Appropriating Funds for FY 2018-2019 Special Revenues
and Trust Funds Including Exhibit A — Appropriation of Funds (Second Reading)
6. Ordinance No. 2654 N.C.S. Appropriating Funds for FY 2018-2019 Capital Projects and
Debt Funds Including Exhibit A — Appropriation of Funds (Second Reading)
7. Exhibit A to the Ordinances — Appropriation of Funds
ORDINANCE NO. 2649 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, 2018 THROUGH JUNE 30, 2019
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, 2018 through June 30, 2019, 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, 2019.
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, 2018,
by the following vote:
Attachment 2
ORDINANCE NO. 2650 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, 2018 THROUGH
JUNE 30, 2019
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, 2018 through June 30, 2019, 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, 2019.
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, 2018,
by the following vote:
4
Attachment 3
ORDINANCE NO. 2651 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, 2018 THROUGH
JUNE 30, 2019
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, 2018 through June 30, 2019, 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, 2019.
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, 2018,
by the following vote:
5
Attachment 4
ORDINANCE NO. 2652 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, 2018 THROUGH
JUNE 30, 2019
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, 2018 through June 30, 2019, 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, 2019.
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, 2018,
by the following vote:
9
Attachment 5
ORDINANCE NO. 2653 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, 2018
THROUGH JUNE 30, 2019
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, 2018 through June 30, 2019, 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, 2019.
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, 2018,
by the following vote:
7
Attachment 6
ORDINANCE NO. 2654 N.C.S
M ► li�l MY01116j"
BY COUNCILMEMBER SECONDED BY
AN ORDINANCE APPROPRIATING FUNDS FOR THE OPERATION OF THE CITY
OF PETALUMA CAPITAL PROJECTS AND DEBT FUNDS FROM JULY 1, 2018
THROUGH JUNE 30, 2019
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, 2018 through June 30, 2019, 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, 2019.
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, 2018,
by the following vote:
8
Exhibit A
CITY OF PETALUMA, CA
PRELIMINARY FY 2018-19 BUDGET
APPROPRIATIONS BY DEPARTMENT AND FUND
SPECIAL REVENUE & TRUST FUNDS
Community Development Block Grant
Budgeted
Budgeted
Total
Housing Successor Agency
Appropriations
Transfers Out
Budget
GENERALFUND
3,000
13,500
16,500
General Fund Cost Center
82,905
1,140,053
1,222,958
City Council
113,923
-
113,923
City Attorney
1,021,788
-
1,021,788
City Clerk
415,853
-
415,853
City Manager
834,289
-
834,289
Economic Development
411,799
-
411,799
Finance
2,060,677
-
2,060,677
Human Resources
556,931
-
556,931
Non Departmental
1,656,566
-
1,656,566
Planning
684,202
-
684,202
Fire
13,963,046
-
13,963,046
Recreation
1,780,691
-
1,780,691
Police
18,173,598
-
18,173,598
Public Works
3,809,846
-
3,809,846
TOTAL GENERAL FUND
45,566,114
1,140,053
46,706,167
SPECIAL REVENUE & TRUST FUNDS
Community Development Block Grant
314,728
50,000
364,728
Housing Successor Agency
231,401
-
231,401
Mobile Home Rent Program
3,000
13,500
16,500
Commercial Linkage Fees
142,329
48,000
190,329
Housing In -Lieu Fees
344,992
88,500
433,492
Parkland Acquistion Impact Fees -08
5,152
-
5,152
Parkland Development Impact Fees -08
18,892
2,410,000
2,428,892
Open Space Acquisition Impact Fees - 08
1,359
-
1,359
Quimby Act Dedication and In -Lieu -08
665
-
665
City Facilities Development Impact Fee
20,030
-
20,030
Storm Drainage Impact Fees
103,000
103,000
Traffic Mitigation Impact Fees
7,000
7,000
Traffic Mitigation Impact Fees -08
64,711
-
64,711
Public Art Fees
186,930
-
186,930
E
CITY OF PETALUMA, CA
PRELIMINARY FY 2018-19 BUDGET
APPROPRIATIONS BY DEPARTMENT AND FUND
Airport Operations
Budgeted
Budgeted
Total
1,632,815
Appropriations
Transfers Out
Budget
3% Admin Impact Fees
1,410
-
1,410
Police Grants
365,922
-
365,922
Public Works Grants
-
1,589,000
1,589,000
Gas Tax
38,202
2,491,057
2,529,259
Landscape Assessment Districts
537,237
-
537,237
Abandoned Vehicle Abatement
102,248
-
102,248
Asset Seizures
35,982
90,000
125,982
Street Maintenance Gas Tax
3,126,070
2,288,824
5,414,894
Transient Occupancy Tax
648,550
2,664,012
3,312,562
Haz Mat Fines
32
-
32
SLESF
-
100,000
100,000
Donations
18,676
285,000
303,676
Prince Park Trust
-
56,500
56,500
TOTAL SPECIAL REVENUE & TRUST FUNDS
6,208,518
12,284,393
18,492,911
Airport Operations
1,820,410
355,000 2,175,410
Building Services
1,632,815
- 1,632,815
Marina
209,816
- 209,816
Public Transportation
3,652,305
- 3,652,305
TOTAL ENTERPRISE FUNDS
7,315,346
355,000 7,670,346
UTILITIES
Waste Water Utility 21,465,561 15,614,000 37,079,561
Water Utility 14,848,964 3,697,000 18,545,964
Storm Utility 481,193 - 481,193
TOTAL UTILITY FUNDS 36,795,718 19,311,000 56,106,718
INTERNAL SERVICE FUNDS
Employee Benefits
1,493,488
- 1,493,488
General Services
221,817
- 221,817
Information Technology
1,855,253
- 1,855,253
Risk Management (Liability)
1,339,755
50,000 1,389,755
Vehicle and Equipment Replacement
570,276
- 570,276
Workers' Compensation
1,681,224
- 1,681,224
TOTAL INTERNAL SERVICE FUNDS
7,161,813
50,000 7,211,813
m
CITY OF PETALUMA, CA
PRELIMINARY FY 2018-19 BUDGET
APPROPRIATIONS BY DEPARTMENT AND FUND
Budgeted Budgeted Total
Appropriations Transfers Out Budget
CAPITAL PROJECT FUNDS
Facilities CIP
1,129,000
- 1,129,000
Parks and Recreation CIP
2,410,000
- 2,410,000
Public Works/Surface Water CIP
7,052,000
- 7,052,000
Airport CIP
355,000
355,000
Marina CIP
18
- 18
Transit C IP
1,444
- 1,444
Waste Water/Recycled Water CIP
15,272,000
- 15,272,000
Water CIP
2,947,000
- 2,947,000
TOTAL CAPITAL PROJECT FUNDS
29,166,462
- 29,166,462
Successor Agency Debt
5,165,359
- 5,165,359
Successor Agency Admin
236,628
- 236,628
TOTAL SUCCESSOR AGENCY FUNDS
5,401,987
- 5,401,987
GRAND TOTAL
$ 137.615.958
$ 33.140.446 $ 170.756.404
11