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HomeMy WebLinkAboutStaff Report 1.A 03/11/2019DATE: TO: FROM: SUBJECT: March 11, 2019 Honorable Mayor and Members of the City Council through City Manager Corey Garberolio, Finance Director Mid -Year General Fund Financial Forecast Update RECOMMENDATION It is recommended that the City Council receive the fiscal year 2018-19 Mid -Year Financial Forecast Update report. No action is requested at this time. BACKGROUND The five-year financial forecast is periodically updated to provide the Council with a long-term financial planning tool. It has been the practice that updates occur twice annually; at mid -year and year-end. The most recent forecast update was included in the 2019 budget that was adopted by the City Council in June of 2018. At that time the ending General Fund Unassigned Reserve balance at June 30, 2018 was projected to be $2.8 million. That balance was projected to decline to negative $13.5 million by June 30, 2024. DISCUSSION Updating the Five -Year Financial Forecast The forecasting process and model are constantly in a state of improvement, and in developing the forecast updates the following items are considered: • Year-end results from the prior fiscal year are updated and included in the forecast. • Current year revenues and expenditures are updated. As actual amounts are realized during the year projected amounts are analyzed and validated or revised. • An economic update is included. • Model assumptions for revenues and expenditures are analyzed and revised as necessary. • Any ongoing structural deficit is identified. • The City Council's direction regarding the establishment of reserves is benchmarked against actual results. The five-year forecast has been updated as of mid -year 2018-19. All budget adjustments that have been approved by Council since the 2018-19 budget was adopted have been included. Those adjustments provide revised FY 2018-19 year-end projections of revenues, expenditures and fund balance. This helps provide a base for calculation of the forecasted amounts over the next five years. The Economv Sonoma County is expected to remain a strong performer in the diverse California economy, despite a brief pause following the Tubbs fire. Job growth has remained stable and in line with the California average even as the labor market grows increasingly tight. The jobless rate is the state's fifth lowest and and at 2.6% as of December, ranks among the lowest in California. Petaluma's seasonally unadjusted unemployment rate was 2.3% in December 2018, lower than Sonoma County (2.6%), California (4.1%) and the nation (3.9%) for the same month. The housing market is challenged with supply constraints. Housing shortages have kept house prices rising at a double-digit rate. The median home price continues to trend upward since recovery began in 2011 with the current median home price in Petaluma at $699,000, up from $687,000 last year. Median household income is expected to grow around 10.6%, from a level of $79,129 in 2017 to $87,500 in 2022. Occupancy rates continue to remain strong, at or near record highs. According to the Sonoma County Economic Development Board the long-term outlook for Sonoma County tourism will remain strong with consumer confidence at a multi-year high. San Francisco day and weekend trippers will continue to form the core contingent of vacationers. According to Smith Travel Research, average daily rates grew 5% in 2017 on the heels of a slightly greater hike the year prior. As a result, growth in visitor spending on accommodations in Sonoma County remains strong and did not decline substantially despite the impact of the October fires. Annual occupancy rates have been steadily increasing since 2009, reaching an average occupancy rate in Sonoma County of 76.2 % in 2017, one of the highest average annual occupancy rates in Sonoma County in the past 10 years. Transient Occupancy Tax revenues in Petaluma have risen year over year since 2011, an indication of a strong local tourism sector. Petaluma's commercial vacancy rates remained flat with retail and industrial hovering around 5% to 6% and office holding steady at 13%. Petaluma has the second-highest number of businesses of all cities in Sonoma County at 2,991. The total number of business establishments operating in Petaluma has continuously increased over the past several years and when compared to the immediate prior year has remained unchanged. Sonoma County's diverse economic drivers, wineries, breweries, food manufacturing, travel and tourism were largely unscathed by the fall blazes and continue to be met with rising demand. Tech related services also provide support. Petaluma continues to have a strong food and beverage cluster that is expected to continue to push nondurable goods manufacturing and service sector employment higher. All these drivers will continue to make a large contribution to job and income growth in the county as well as in Petaluma. I General Fund Revenues Fiscal year 2018-19 General Fund revenues have been analyzed and projected amounts for the remainder of the current fiscal year have been developed. As can be seen in the table below, total revenues during FY 18-19 are projected to be up $1,081,215 from budgeted amounts. Revenue Category Property Taxes Sales and Use Taxes Business License Taxes Property Transfer Taxes Franchise Fees Permits and Fees Fines and Penalties Investment Earnings and Rent Intergovernmental Revenue Charges for Services Other Revenues TOT Transfer Other Transfers Funds from Designated Reserves Total Revenues Budget Revised Change Change FY 18-19 FY 18-19 $ 10,146, 993 $ 10, 576, 993 $ 430,000 4.2% 13, 725,100 13, 725,100 $ - 0.0% 1,327,020 1,327,020 $ - 0.0% 1,196,000 1,196,000 $ - 0.0% 3,071,091 3,071,091 $ - 0.0% 1,117, 300 1,117, 300 $ - 0.0% 945,000 945,000 $ - 0.0% 434,201 434,201 $ - 0.0% 6,145, 271 6,145, 271 $ - 0.0% 6,347,919 6,347,919 $ - 0.0% 14,000 14,000 $ - 0.0% 1,701,012 1,701,012 $ - 0.0% 236,500 283,000 $ 46,500 19.7% 300,000 904,715 $ 604,715 201.6% $ 46,707,407 $ 47,788,622 $ 1,081,215 2.3% The following are revenue adjustments for FY 2018-19: • Property Tax — Property taxes are expected to be $430,000 higher than budgeted. This is due to higher than anticipated increase in assessed valuations, along with higher ongoing residual revenues to be received associated with the redevelopment dissolution. • Other Transfers — This category is increasing by $6,500 due to funds transferred in from the Transient Occupancy Tax (TOT) fund for Host Compliance and increased transfers in of $40,000 from Risk for updating the exhaust system in Fire Station 1. This is directly offset by increased expenditures. • Funds from Designated Reserves — This category is increasing $460,000 due to transfers in related to compensation and FY 18 encumbrances of $144,715 used in FY 19 for the painting of the police headquarters, the cost of replacing a damaged police vehicle and the Police Department radio upgrade project. This is directly offset by increased expenditures. 3 General Fund Expenditures Fiscal year 2018-19 expenditures are projected to be $1,193,711 higher than the adopted budget during the current fiscal year. Budget Revised o Change Change Expenditure Category FY 18-19 FY 18-19 Salaries and Wages $ 22,975,695 $ 23,579,418 $ 603,724 2.6% Benefits 14,070,588 14,210,839 $ 140,251 1.0% Services&Supplies 6,642,988 6,824,669 $ 181,681 2.7% Intragovernmental 1,876,843 1,876,843 $ - 0.0% Fixed Assets and Capital Outlay - 233,055 $ 233,055 100.0% Transfers Out 1,140,053 1,175,053 $ 35,000 3.1% Total Expenditures $ 46,706,167 $ 47,899,877 $ 1,193,711 2.6% The following are expenditure adjustments for FY 2018-19: • Salary and wage expenditures have been increased by $603,724 mainly due to negotiated adjustments for several bargaining units and an increase in Human Resource staffing of 0.6 FTE due to the rise in recruitments and the need to manage and complete recruitments timely and successfully. • Benefits have been increased by $140,251 also due to the impact of negotiated adjustments for several bargaining units. • Services and supplies are increasing $181,681 due to increased costs of $80,000 associated with a classification and compensations study for the miscellaneous bargaining units, painting of the police station costing $49,000 and funded by prior year encumbrances, increased costs of $40,000 for upgrading the exhaust system at Fire Station 1 and increased costs for professional services related to host compliance and zoning updates. This is partially offset by increased revenues. • Fixed Assets and Capital Outlay are increasing $233,055 due to increased appropriations for Police and Fire Department emergency vehicles funded by prior year encumbrances/fund balance. • Transfers out are increasing by $35,000 due to a transfer to the Vehicle Replacement Fund for the purchase of a Demo Ambulance. 0 Revenue and Expenditure Summary The following 2018-19 summary shows the impacts of the above-mentioned changes: As previously mentioned, revenues are anticipated to be up $1,081,215 and expenditures are expected to be up $1,193,711. Those adjustments, in addition to a higher beginning unassigned fund balance, result in an overall positive impact on the projected operating deficit. As of the end of FY 17-18, the unassigned fund balance (working capital carryover) was $401,701 higher than forecasted. This was due to higher revenues than anticipated, along with lower expenditures than budgeted last fiscal year. This change, in addition to the revenue and expenditure changes mentioned above, results in a projected estimated unassigned General Fund balance of $3.1 million at June 30, 2019. 5 Budget Revised Revenue Categories 2019 2099 Property Taxes $ 10,146,993 $ 10,576,993 Sales and Use Taxes 13,725,100 13,725,100 Business License Tax 1,327,020 1,327,020 Property Transfer Tax 1,196,000 1,196,000 Franchise Fees 3,071,091 3,071,091 Perrrruts and Fees 1,117,300 1,117,300 Fines and Penalties 945,000 945,000 Investment Earnings and Rent 434,201 434,201 Intergovernmental Revenues 6,145,271 6,145,271 Charges for Services 6,347,919 6,347,919 Other Revenues 14,000 14,000 Transient Occupancy Tax Trf 1,701,012 1,701,012 Other Transfers and Sources 536,500 1,187,715 Total Revenues $ 46,707,407 $ 47,788,622 Budget Revised Expenditure Categories 2019 2019 Salaries and Wages $ 22,975,694 $ 23,579,418 Benefits 14,070,588 14,210,839 Services & Supplies 6,642,988 6,824,669 Intragovern mental 1,876,843 1,876,843 Fixed Assets & Cap. Outlay - 233,055 Storm w atertransfer 592,053 592,053 Transfers Out 548,000 583,000 Total Expenditures $ 46,706,167 $ 47,899,877 Rev. Over (Under) Exp. $ 1,240 $ (111,255) Unassigned Bal. Beg. of Yr $ 2,761,120 $ 3,162,821 Unassigned Bal. End of Yr $ 2,762,360 $ 3,051,566 As previously mentioned, revenues are anticipated to be up $1,081,215 and expenditures are expected to be up $1,193,711. Those adjustments, in addition to a higher beginning unassigned fund balance, result in an overall positive impact on the projected operating deficit. As of the end of FY 17-18, the unassigned fund balance (working capital carryover) was $401,701 higher than forecasted. This was due to higher revenues than anticipated, along with lower expenditures than budgeted last fiscal year. This change, in addition to the revenue and expenditure changes mentioned above, results in a projected estimated unassigned General Fund balance of $3.1 million at June 30, 2019. 5 Methodolo,-v used to Revise Five -Year Financial Forecast The five-year financial forecast has also been revised in conjunction with the mid -year update. As mentioned earlier in this report, the forecasting model and process are both constantly evolving. An integrated salary and benefit forecasting model continue to be utilized and updated in conjunction with the annual budgeting process. Salaries and benefits represent approximately 80% of total General Fund expenditures so it is extremely important to focus significant energy on this component of the forecasting exercise. This new model allows the results of each forecast year to roll forward to the subsequent year. The new model provides for increasingly accurate forecasting. Revenue Assumptions Property taxes — Property Taxes are projected to increase 3.5% during FY 19-20; 3.0% during FY 20-21; 2.5% during FY 21-22 and 2.0% through the remainder of the forecast period. Collaboration with the Sonoma County Tax Collector's office was critical during the formulation of this projection. Over the next few months we will be refining the projections based on anticipated residential and commercial development. Sales Tax — Sales taxes are projected to decrease slightly by 2.8% next fiscal year and continue their slow growth into the out years of the forecast. The City's sales tax consultant has revised their forecast to include a slight slowdown in the construction category next year due to slightly slower growth related to rebuilding efforts than forecasted prior. This reduction also reflects business changes in Petaluma impacting sales tax revenues. Moderate food products, and construction sector growth is being forecasted in the out years. Overall sales tax revenue growth is projected at about 2.6% annually for the remaining years of the forecast. Other Revenue Categories — With the exception of Intergovernmental Revenues, other revenue categories are growing between 2% and 3% annually throughout the life of the forecast. These small increases are mainly driven by anticipated inflation increases over time. Intergovernmental Revenues are made up predominantly of Motor Vehicle In -Lieu fees and revenue growth is tied to changes in assessed property valuation. Transient Occupancy Tax Transfer- One new hotel is currently in the development stage and is in the process of obtaining permits. This hotel is expected to generate approximately $400k annually in Transient Occupancy Tax when fully operational. This new revenue has been budgeted for beginning in FY 19-20 in the amount of $200k, increasing to $400k in FY 20- 21 and projected at this level annually for the remaining years of the forecast. Transfers in — One-time transfers in during FY 18-19 have been removed in subsequent years. A transfer in from committed reserves related to compensation is included from FY 19-20 through FY 21-22 at which time the current committed reserve balance is fully expended. Expenditure Assumptions Expenditure assumptions have also been evaluated and revised. As mentioned earlier, the salary and benefit model provide for increasingly accurate forecasting. In conjunction with that update, positions, payroll rates, allocations, and current benefits for each employee were verified. Benefits and retirement expenses were also verified, and calculations were reconciled with the 3 payroll module. Salaries and benefits for full time equivalent positions were also reconciled with the budgeted authorized positions. There have been several salary and benefit assumptions incorporated into the updated forecast. They are as follows: • Negotiated adjustments have been included in the forecast beginning in FY 18-19 and anticipated future salary adjustments are included as well. • Employee step increases continue to be included. • Future Cost of Living Increases are included. • It is assumed that there are no additional employees, other than the funded and authorized positions that currently exist. • Comp time payout and Separation cost estimates have been updated and are included. • PERS contribution rates have been updated based on Ca1PERS actuarial study information recently received which includes the CalPERS discount rate reduction reflecting the full impact of this reduction as well as savings from the partial paydown of the PERS Unfunded Liability. • Worker's Compensation costs are projected to increase at a minimum of 5% annually. • Health care insurance cost increases are included at 9% annually for most miscellaneous and safety employees. As mentioned previously, PERS retirement rates have been adjusted based on updated actuarial studies received in August 2018. The estimated rates include legislated changes to the discount rate adopted by the CalPERS Board of Directors 2016. There will be three rate changes. In FY 18-19 the rate will be reduced from 7.5% to 7.375% and the impact will be implemented over 5 years. In FY 19-20 the rate will be further reduced to 7.25 and the impact will also be implemented over 5 years. Finally, in FY 20-21 the rate will be further reduced to 7.0%, also implemented over 5 years. The impact of this change is significant. In FY 18-19 the impact is projected to be $.2 million in higher retirement costs, in FY 19-20 the impact is $.6 million, and in FY 20-21 the impact grows to $1.3 million. Those costs are expected to remain at an elevated level through FY 32. It's also important to mention that beginning in FY 18-19 savings due to the partial pay down of the Unfunded Liability are also included and provide the General Fund approximately $145k in annual savings over the next 14 years helping to offset anticipated PERS increases. Other expenditure assumptions have also been included in the forecast. They are included in the appropriate expenditure category and are as follows: FY 19-20 Services and Supplies expenditures are projected to be down slightly from the current year. This is due to non-recurring expenditures and carryover encumbrances that were included in FY 18-19. Services and Supplies are projected to increase 2% annually. Storm Water Transfer continues to be included at $592,053 annually to fund Storm Water operations until a funding source is identified. FY 19-20 Transfers Out are projected to be down slightly from the current year. This is due to non-recurring expenditures that were included in FY 18-19. Transfers out include $300,000 to the Vehicle Replacement Fund, along with $200,000 annually as a mechanism to reduce the City's Other Post Employee Benefit (OPER) liability. This amount, like the contribution to vehicle replacement represents a place -holder and are insufficient to have a significant impact on reducing the accrued liability. The assumptions previously noted have all been included in the five-year forecasting model and the results are illustrated in the General Fund Long Term Operating Forecast below. General Fund Long Term Operating Forecast The Mid -Year revised unassigned general fund balance is projected to be $3,051,566 at the end of FY 2018-19. Without correction, the balance is projected to decline to $814,490 in FY 2019- 20, $(2,268,105) in FY 2020-21 and $(18,285,602) by the end of the forecasting period FY 23- 24. In anticipation of the deficit that is forecasted for FY 21, and to produce a balanced FY 20 budget, the FY 19-20 budget proposal will likely include budget balancing measures for the City Council's consideration. Risks and Opportunities It is important to note that the amounts contained in the forecast are estimates. While a "most likely" estimate has been presented, the amounts will change. Most immediately, they will be refined over the next few months in conjunction with the FY 19-20 budget process. There are multiple risks associated with the forecast, such as: n. Revised Forecast Forecast Forecast Forecast Forecast Revenue Categories 2019 2020 2021 2022 2023 2024 Property Taxes $ 10,576,993 $ 10,947,187.76 $ 11,275,603 $ 11,557,493 $ 11,788,643 $ 12,024,416 Sales and Use Taxes 13,725,100 13,336,003 13,697,562 14,072,559 14,447,557 14,822,554 Business License Tax 1,327.020 1,366,831 1,407,836 1,450,071 1,493,573 1,538,380 Property Transfer Tax 1,196,000 1,219,920 1,244,318.40 1,269,205 1,294,588.86 1,320,480.64 Franchise Fees 3,071,091 3,163,223.73 3,258,120 3,355,864 3,456,540 3,560,236 Pernwts and Fees 1,117,300 1,150,819 1,185,344 1,220,904 1,257,531 1,295.257 Fines and Penalties 945,000 963,900 983,178 1,002,842 1.022.898 1,043,356 Investment Earnings and Rent 434,201 447,227.03 460,644 474,463 488,697 503.358 Intergovernmental Revenues 6,145,271 6,360,355.49 6,551,166 6,747,701 6,950.132 7,158,636 Charges for Services 6,347,919 6,474,877 6,604,375 6,736,462 6,871,192 7.008,616 Other Revenues 14,000 14,280 14,566 14,857 15.154 15,457 Transient Occupancy Tax Trf 1,701,012 1,789,012 1,989,012 1,989,012 1,989,012 1,989.012 Other Transfers and Sources 1,187,715 1,236,500 1,176,500 1,036,500 486.500 486.500 Total Revenues $ 47,788,622 $ 48,470,136 $ 49,848,224 $ 50,927,933 $ 51,562,018 $ 52,766,259 Revised Forecast Forecast Forecast Forecast Forecast Expenditure Categories 2019 2020 2021 2022 2023 2024 Salaries and Wages $ 23,579,418 $ 24,957,708 $ 25,614,561 $ 26,186,504 $ 26.771,312 $ 27,369,282 Benefits 14,210.839 16,004,758 17,435,994 18,811,817 20,157,653 21,495,871 Services & Supplies 6,824,669 6,775,849 6,911,366 7,049,593 7,190,585 7,334,397 Intragovernmental 1,876,843 1,876,843 1,876,843 1,876,843 1,876,843 1,876.843 Fixed Assets & Cap. Outlay 233,055 - - - - - Storm water transfer 592,053 592,053 592,053 592,053 592,053 592,053 Transfers Out 583,000 500,000 500,000 500,000 500.000 500.000 Total Expenditures $ 47,899,877 $ 50,707,212 $ 52,930,819 $ 55,016,812 $ 57,088,448 $ 59,168,448 Rev. Over (Under) Exp. $ (111,255) $ (2,237,076) $ (3,082,595) $ (4,088,879) $ (5,526,430) $ (6,402,189) Unassigned Bal. Beg. of Yr $ 3,162,821 $ 3,051,566 $ 814,490 $ (2,268,105) $ (6,356,984) $ (11,883,414) Unassigned Bal. End of Yr $ 3,051,566 $ 814,490 $ (2,268,105) $ (6,356,984) $ (11,883,414) $ (18,285,602) The Mid -Year revised unassigned general fund balance is projected to be $3,051,566 at the end of FY 2018-19. Without correction, the balance is projected to decline to $814,490 in FY 2019- 20, $(2,268,105) in FY 2020-21 and $(18,285,602) by the end of the forecasting period FY 23- 24. In anticipation of the deficit that is forecasted for FY 21, and to produce a balanced FY 20 budget, the FY 19-20 budget proposal will likely include budget balancing measures for the City Council's consideration. Risks and Opportunities It is important to note that the amounts contained in the forecast are estimates. While a "most likely" estimate has been presented, the amounts will change. Most immediately, they will be refined over the next few months in conjunction with the FY 19-20 budget process. There are multiple risks associated with the forecast, such as: n. • PERS rates have been revised to reflect the most up to date actuarial report dated August 2018 but could increase more than forecasted from factors including, but not limited to, underperforming investments and assumption changes. Due to the recent change in the discount rate, upcoming fiscal years will require significantly more in the way of PERS contributions. • Workers Compensation costs could be greater than forecasted amounts due to an increase in claims • The designated reserve for compensation had a balance of $1.6 million as of June 30, 2018. This reserve will be exhausted by FY 21-22. • The costs associated with storm water maintenance could surpass the forecasted estimates. • There is no provision for General Fund capital or infrastructure costs built into the forecast. • Economists warn of the possibility of a recession in the near term which is not built into the forecast. There are also opportunities associated with the forecast, such as: • Revenues will be analyzed over the next two months to determine any available ongoing WIRTI 1MOMII1 • Growth in the tourism industry continues with one additional hotel project in the development stage and another in the preliminary planning stages. • Some new housing development is occurring which will result in increased property tax revenues into the future. • Sonoma County will hopefully continue as one of the fastest growing areas for job growth. Conclusion The City continues the struggle to maintain current service levels with the current revenues which have been for years, inadequate. There is much work that needs to be done to resolve the structural deficit. Looking into the future, and specifically over the next 18-24 months, it is critical for the City to identify a new revenue source to maintain current service levels and to avoid the need for further budget reductions. While some funding is being included for vehicle replacement, no funding is available or programmed for infrastructure projects and more resources are needed in all of these areas. Although the forecast provides a look ahead to plan for the financial challenges facing the City over the next five years, the immediate focus is producing a balanced and fiscally responsible budget for Fiscal Year 2019-20. Over the next few months next year's budget will be developed, budget balancing strategies will be explored, and budget reductions will be implemented, all necessary steps for producing a balanced FY 19-20 budget. Budget balancing strategies implemented in the FY 2019-20 budget are short-term and are unsustainable in the long term. Revenue generation options will continue to be evaluated and economic development opportunities will progress. The forecast presented here, along with future updates, will provide financial perspective as we progress into the future. I