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HomeMy WebLinkAbout3.1 - 3280 Proposed Budget Fiscal Year 2020-21 and Fi Page 1 of 2 STAFF REPORT CITY COUNCIL DATE: June 9, 2020 TO: Honorable Mayor and City Councilmembers FROM: Linda Smith, City Manager SUBJECT: Proposed Budget, Fiscal Year 2020-21 and Fiscal Year 2021-22 Prepared by: Lisa Hisatomi, Director of Administrative Services EXECUTIVE SUMMARY: The City Council will consider approval of the Proposed Budget for Fiscal Years 2020- 21 and 2021-22 and related salary plans. STAFF RECOMMENDATION: Conduct the public hearing, deliberate, and adopt the following: 1) Resolution Adopting a Budget for the City of Dublin for Fiscal Year 2020-21; 2) Resolution Establishing a Salary Plan for Full-Time Personnel in Accordance with the Personnel Rules; 3) Resolution Establishing a Salary Plan for Management Positions Exem pt from Competitive Services. FINANCIAL IMPACT: The Proposed Budget includes citywide revenues of $124.5 million in Fiscal Year 2020 - 21 and $121.7 million in Fiscal Year 2021 -22 (in all funds, including internal service funds). Expenditure proposals total $126.7 million and $119.6 million in Fiscal Years 2020-21 and 2021-22, respectively (in all funds, including capital funds and internal service funds). The total citywide fund balance is projected at $282.4 million, and $284.5 million in Fiscal Years 2020-21 and 2021-22, respectively. The Proposed General Fund Budget is balanced in both years, with a projected addition to reserves of $8.1 million in the first year, and $6.4 million in the second year. The General Fund and certain Special Revenue Funds have been impacted by the COVID- 19 pandemic and shutdowns. These impacts are discussed in the Transmittal Letter of the budget document. Page 2 of 2 DESCRIPTION: The attached Proposed Budget for Fiscal Years 2020-21 and 2021-22 includes a Transmittal Letter (Section B) from the City Manager, which provides a holistic discussion of the financial health of the City, the two -year budget, reserve changes, Capital Improvement Program appropriations, and factors used in the 10-Year Forecast. As such, the Transmittal Letter is attached here separately (Attachment 1) that it may serve to introduce and summarize the budget document itself. The Proposed Budget document (Attachment 2) is organized as follows: A. Table of Contents B. Transmittal Letter - Discussion of the City’s overall financial picture C. Introductory - Community profile and description of budget process D. Funds Summary - Definition of fund classifications; projection for all funds E. General Fund Summary - General Fund revenues and expenses F. Departments - Departmental projections, including accomplishments and goals G. Capital Improvement Projects (CIP) - Summary of CIP appropriations for Fiscal Years 2020-21 and 2021-22, with funding sources H. Proprietary Funds - Internal Service Fund projections I. Fiduciary Funds - Projections in funds for which the City is a fiscal agent J. Strategic Plan K. Appendix - Historical information and Position Allocation Plan While the document contains Capital Improvement Program (CIP) appropriations for Fiscal Years 2020-21 and 2021-22, the full 2020-2025 CIP proposal is presented in a separate document and adopted by the City Council separately at a public hearing on tonight’s agenda. Any changes made by the City Council during that public hearing will be incorporated into the final adopted budget. STRATEGIC PLAN INITIATIVE: Strategy #1: Assure the City's long-term financial sustainability; Strategic Objective A: Maintain strong conservative fiscal policies. NOTICING REQUIREMENTS/PUBLIC OUTREACH: A Budget Hearing Notice was posted on May 29, 2020. ATTACHMENTS: 1. City Manager's Transmittal Letter 2. Proposed Budget Fiscal Years 2020-21 and 2021-22 3. Resolution Adopting a Budget for the City of Dublin for Fiscal Year 2020 -21 4. Resolution Establishing a Salary Plan for Full-Time Personnel in Accordance with the Personnel Rules 5. Resolution Establishing a Salary Plan for Management Positions Exempt from Competitive Service Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-1 City of Dublin CITY MANAGER TRANSMITTAL LETTER June 2, 2020 Honorable Mayor and City Council Members: I hereby submit to you the City of Dublin’s Fiscal Year 2020-21 and 2021-22 Budget, covering the beginning of a new two-year budget cycle. There are three primary goals of the budget cycle: 1) Fully fund current City operations; 2) Continue funding future capital endeavors now, through the setting aside of specific reserves; and 3) Maintain adequate operating reserves over the long term. The short-term action items detailed in this letter and planned for in the budget numbers support these three goals. This is a comprehensive document, with fund summaries, revenue and expenditure summaries, position allocations, and illustrative charts and graphs that aim to present the City’s financial position in a clear and transparent manner. Behind the data is the City’s plan to both deliver services to the Dublin community in the short term, while remaining focused on the long-term financial health of the City Budget-In-Brief: Key Issues Executive Summary Budget Impact of COVID-19 The Fiscal Years 2020-21 and 2021-22 preliminary budget was presented to the City Council at the Strategic Planning meeting on March 4, 2020, showing significant surpluses in the General Fund. Since the presentation, the COVID-19 pandemic and related shutdowns have had a significant impact on the national and local economies, with indicators showing signs of a coming recession. The City of Dublin is already facing operational impacts in the current year due to the shelter in place order issued by Alameda County, particularly related to the closing of City facilities and the suspension of certain programs. In addition, the City is experiencing larger revenue losses, including taxes and investment income, that are tied to declines in the broader economy. Staff expects these impacts to continue for the foreseeable future and have prepared a two-year budget with the latter in mind. The most significant short-term (one- to three-year) impact of the COVID shutdowns on Dublin’s budget is a steep decrease in anticipated taxes and interest income beginning in Fiscal Year 2019 -20, with smaller decreases in development, transient occupancy tax, and recreation revenues. The cumulative effect of these hits is the loss of $16.7 million over three years, as shown below. Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-2 Change to FY 19-20 Change to FY 20-21 Budget Change to FY 21-22 Forecast Total Loss Property Taxes ($1,394,000) ($1,690,000) ($3,084,000) Sales Taxes ($1,845,000) ($3,457,950) ($3,355,099) ($8,658,049) Development Revenue ($500,000) ($500,000) TOT ($500,000) ($500,000) Interest ($250,000) ($1,095,985) ($1,490,985) ($2,836,970) Net Recreation Revenue ($587,498) ($567,146) ($1,154,644) Total ($3,182,498) ($7,015,081) ($6,536,084) ($16,733,663) Defining the longer-term impact is more challenging, as it depends upon how quickly normal business resumes, how employment levels recover, and what the post-COVID environment looks like. It could be that City revenues will not return to pre-COVID levels until late Fiscal year 2020-21 or even the following year. The recovery for sales tax will likely take much longer, potentially over five years. Additionally, if financial markets remain volatile because of the pandemic, it is likely that pension costs wil l rise, and unfunded liabilities will grow. While the City of Dublin is currently well-positioned to weather a hit similar to the last rate hike, it will be important for us to be prepared for extraordinary cost increases. With all of this in mind, the Fiscal Years 2020-21 and 2021-22 Budget includes the following: - Reduced General Fund revenues as shown above, with the assumption of businesses re-opening beginning in June 2020 - Reduced recreation services through Summer 2020 (related revenue and expenditures) - Reduced development services (related revenue and contracted expenditures) - $1 million per year funding set aside for the pension liability - A reduction to fuel tax revenues that fund streets projects (Gas Tax reduced by 20%, ACTC -related revenue reduced by 10%) With these adjustments, the City’s fiscal position still remains relatively strong in the short term, with the General Fund in a surplus position for the budget cycle. However, as the world emerges from COVID shutdowns and the “new normal” is defined, there will likely be further adjustments needed to the budget and 10-Year Forecast. Budget Overview The Budget includes citywide revenues1 of $124.5 million in Fiscal Year 2020-21 and $121.7 million in Fiscal Year 2021-22. Expenditure2 proposals total $126.7 million and $119.6 million in Fiscal Years 2020-21 and 2021- 22, respectively. The total citywide fund balance is projected at $282.4 million, and $284.5 million in Fiscal Years 2020-21 and 2021-22, respectively. All fund balances are projected in the positive, with the exception of grant funds, which are reimbursed after expenditures are incurred, and the Public Facility Fees Fund, due to the timing difference in the collection of fees and the construction of parks and facilities. 1 Governmental Funds and Internal Service Funds. Excludes Transfers In and Fiduciary Funds. 2 Governmental Funds and Internal Service Funds. Excludes Transfers Out and Fiduciary Funds . Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-3 The General Fund Budget is balanced in both years, with a projected addition to reserves of $8.1 million in the first year, and $6.4 million in the second year. Though Property Tax continues to show some growth in both years, Sales Tax, development revenue, and interest earnings are projected to be significantly lower due to the impact of COVID-19 as discussed above. On the expenditure side, a budget reduction of roughly $1.1 million in personnel costs is projected in Fiscal Year 2020 -21 as the net result of a reduction of Parks and Community Services temporary salaries, increased PERS costs, and significant savings in retiree health costs. Contracted Services costs (Police, Fire and Maintenance) continue to rise, increasing a combined 3.9% and 4.3% in the first and second year, respectively. General Fund 10-Year Forecast An update to the General Fund 10-Year Forecast was presented to the City Council on March 4, 2020. At that point, a General Fund deficit was projected by Fiscal Year 2029-30, due largely to the rising cost of contracted services, and a decrease over time in development revenues. However, incorporating the impacts of COVID- 19 brings the operating deficit forward by three years to Fiscal Year 2026-27 ($1.0 million). The assumptions used in the Forecast are discussed in the Forecast section below. Short-Term Priorities and Factors The following is a discussion of the short-term considerations addressed in the two-year budget. 1. Brace for long-term impacts of COVID-19 The City’s conservative budgeting approach has allowed for the establishment of healthy reserves for a variety of short- and long-term needs. In prior budget cycles, surpluses were used to shore up reserves for future capital projects, unfunded liabilities, and contingencies. In planning for the post-COVID environment, of particular concern is the potential for slow recovery to sales tax, and whether there will be additional losses in property tax revenue, which is less reactive in the short term to an economic downturn. It is also likely that we will see an increase in the City’s pension liability and associated ongoing costs. Accordingly, the two-year budget does not include any new programs or significant enhancements above baseline costs, and the focus of quarterly financial reviews will include a measurement of how well the City is prepared to weather a recession. 2. Use surplus reserves for large scale future projects, unfunded liabilities, and asset replacements In the last year, the City utilized reserve surpluses to set aside new General Fund reserves for the following: - Downtown Public Improvements: increased by $1.0 million to $4.0 million total - Fallon Sports Park: increased by $3.0 million to $3.1 million total - Don Biddle Community Park: created a new reserve, $1.0 million total - Catastrophic Loss: increased by $1.0 million to $15.8 million total in preparation for adding the new Public Safety Complex to the City’s asset inventory - Pension and OPEB: increased by $2.0 million to $14.0 million total to protect the City against the impacts of potential lowered CalPERS discount rates - Civic Center Renovation: increased by $1.0 million to $3.0 million total - Contribution to Internal Service Funds: increased by $500,000 to $1.0 million total to cover planned transfer from General Fund to Internal Service Funds for capital asset replacements Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-4 At the second City Council meeting in June 2020, Staff will propose that the surplus anticipated at the end of the current Fiscal Year be shifted appropriately to contingency reserves and/or be used to pay down unfunded liabilities. Additionally, in accordance with direction provided at the City Council meeting of May 19, 2020, the City will shift approximately $3.7 million in General Fund Committed Reserves and $300,000 in Internal Service Funds to cover the increased cost of the new Cultural Arts Center project. 3. Work with contracted service agencies on containing long-term costs The rising cost of contract services (which make up 65% of the total General Fund Operating Budget) is one of the primary factors in the projected operating deficit in the 10-Year Forecast. Contracts for police, fire, and maintenance services are rising 5.7%, 2.4% (excludes one-time capital asset cost), and 5.4%, respectively, in the Fiscal Year 2020-21 Budget. Much of the public safety increase is related to salary and benefit provisions, which are typical to the nature of the work, whereas the increase in maintenance costs is related to adding inventory (e.g. new parks) to the City’s list of assets to be maintained. Staff will continue working in partnership with the Alameda County Sheriff’s Office, the Alameda County Fire Department, and MCE each year to contain costs where possible, while providing for a safe, well -maintained community. 4. Initiate and/or complete key capital improvement projects The 2020-2025 Capital Improvement Program (CIP) Budget addresses several new large-scale City-built facilities, parks, and streets projects that will be significant to the community. The new projects will impact the City’s ongoing maintenance and replacement budgets. The separate CIP document contains a description of all projects, current and planned, in the next five years. The following is a highlight of large-scale and new projects. Civic Center improvement projects which include Civic Center HVAC and Roof Replacement and Civic Center Rehabilitation provide for the planning, design, and construction of various rehabilitation and renovation projects, replacement of the heating, ventilation, and air conditioning (HVAC) system and controls, roof replacement, associated building modifications, and code compliance upgrades for City Hall and the Cultural Arts Center within the Civic Center complex. The total budget for both projects is $6.8 million , funded by the General Fund and Internal Service Funds. The Cultural Arts Center, included in the CIP beginning in Fiscal Year 2019-20, renovates a 13,000-square- foot space on the first floor of Civic Center formerly occupied by Dublin Police Services . The improved facility will offer cultural, educational and social opportunities for the community, including gallery space, a black box theater; multi-purpose art and music classrooms; a dance studio; and restrooms. The current budget is $5.9 million, funded by Public Facility Fees funds. With City Council approval of the schematic design, a budget adjustment of $4.1 million is needed to fund additional identified programmatic elements and needed structural upgrades in the project. At the June 16, 2020 City Council meeting, Staff will present a recommendation shifting $3.7 million from General Fund Committed Reserves for this purpose, with the balance appropriated from Internal Service Funds. A third phase to Fallon Sports Park is included in the CIP and addresses the design and construction of the remaining 14 acres of Fallon Sports Park, referred to as the Upper Terrace. The total project budget is $10.6 million, funded by the Public Facility Fees Fund. Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-5 There are also two park improvement projects, Parks Playground Replacement and Restrooms Replacement, included in the Five-Year CIP that provide for new playground equipment and renovation of existing restrooms at various parks. The combined budget for the two projects is $2.4 million, funded by the General Fund. The new Five-Year CIP also includes several major street improvement projects, including Dublin Boulevard Extension - Fallon Road to North Canyon Parkway, which provides for construction of the 1.5-mile extension of Dublin Boulevard from Fallon Road to North Canyons Parkway in Livermore. The total project budget is $111.1 million, funded by a combination of special revenue funds and Traffic Impact Fee Fund. Roughly $102.0 million is anticipated in future years (beyond the five-year CIP), and does not currently have an identified funding source. The Iron Horse Trail Bridge at Dublin Boulevard provides for the construction of the Iron Horse Trail bridge for bicycles and pedestrians over Dublin Boulevard. The total project cost is $10.1 million, with the majority of the project funded by a Measure BB Grant. And, the Tassajara Road Realignment and Widening - Fallon Road to North City Limit provides for the planning and preliminary engineering to define a new roadway alignment for Tassajara Road between North Dublin Ranch Drive and the City and Contra Costa County limit. The project also provides for the design and construction of a realigned Tassajara Road from Fallon Road to the northern City limit, which will be coordinated with Contra Costa County. The total project budget is $12.8 million, funded primarily by Traffic Impact Fees. Lastly, the new Five-Year CIP includes four projects (listed below) that are planned to be funded by the Public Facility Fees Fund, however, the Fund does not have sufficient cash flow within the five-year period to cover these. Staff and the City Council discussed this at the Strategic Planning meeting of March 4, and it was ultimately decided to fund the latter three using General Fund surpluses that were anticipated pre-COVID. Now, with the revenue budget losses and unknown financial recovery period, Staff is recommending utilizing half of expected surpluses over Fiscal Years 2019-20, 2020-21, and 2021-22 to complete these projects within the five-year CIP timeframe. The Iron Horse Nature Park project will remain in the CIP but will require additional funding (potentially from grants) and coordination with Zone 7 in order to proceed. - The Iron Horse Nature Park and Open Space: 12.13 acres of nature park and open space adjacent to the Iron Horse Trail, from the Dublin/San Ramon city limit to the confluence of Amador and South San Ramon Creeks, that will be developed in partnership with Zone 7 Water Agency ($11.6 million); - Wallis Ranch Community Park: 8.85 acres in the Wallis Ranch development with a play area, picnic facilities, turf area, natural area, restrooms, pathways, lighting, and irrigation and landscaping ($6.7 million); - Library Tenant Improvements Project: renovation of 5,150 square feet of currently unoccupied space within the building for both library and community use ($1.8 million); and - Jordan Ranch Neighborhood Square: 2.0 acres in the Jordan Ranch development ($1.5 million). Fiscal Year 2020-21 Budget: The Details REVENUES Citywide revenues total $124.5 million in Fiscal Year 2020-21 (including internal service funds, excluding transfers in and Fiduciary Funds), representing an increase of $3.2 million from the Fiscal Year 2019-20 Amended Budget. This revenue amount reflects the net result of a decrease in General Fund revenues due to the fiscal impact of COVID-19 and the receipt of grants for streets improvement projects. Total General Fund revenues are budgeted at $92.3 million, a decrease of $2.8 million from the Fiscal Year 2019 - 20 Amended Budget. Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-6 Highlights: • Property Taxes and Sales Taxes remain the City’s largest ongoing revenue sources, accounting for 54% of total governmental fund revenues in FY 2020-21. • General Fund revenues are decreasing $2.8 million, due to the net impact of a slight increase in Property Tax, and significant decrease in Sales Tax and interest earnings. • Development revenues in the General Fund will decline by $1.0 million due to the slowdown of development activities. • Sales Tax and Measure B/BB Sales Tax revenues have also been impacted by COVID-19. It is currently projected that Gas Tax will decline by 20% and Measure B/BB Funds by 10% as compared to the preliminary budget from early March. This results in a decrease of $290,000 from the Fiscal Year 2019 - 20 Amended Budget. • Grant funding is increasing by a net $1.9 million in Fiscal Year 2020-21, due primarily to the funding of a Measure BB grant for the Iron Horse Trail Bridge project. • The Garbage Service Fund is projected to increase by $1.7 million in Fiscal Year 2020 -21 due to a new garbage service contract with AVI and an increase in rates. The related increase to franchise fees in the General Fund is $730,000. OPERATING EXPENDITURES The Fiscal Year 2020-21 Budget totals $98.01 million in all funds (including internal service fund purchases, excluding transfers out and Fiduciary Funds). This is made up of operating appropriations of $94.4 million and $3.7 million is Internal Service Fund costs, which include equipment purchases and Information Technology costs. The Fiscal Year 2020-21 Budget also includes CIP appropriations totaling $28.6 million. The Fiscal Year 2020-21 General Fund operating budget, excluding transfers to capital improvement projects, totals $82.1 million, with ongoing revenues covering ongoing expenditures by $10.3 million. Most operational departmental expenditure budgets are adjusted each year in a relatively consistent manner, that is, they change with CPI adjustments, or are increased by another specific known factor. Examples are: - Personnel costs are driven by the provision of salaries and benefits as approved by the City Council. Pension and retiree health rates are set by CalPERS and actuaries. The Budget incorporates the City’s most recently increased rates and includes an additional lump sum payment towards the pension liability, as discussed below. - Supplies and Services remain generally static across departments. - Capital Outlay budgets remain generally static across departments, unless there are one-time planned purchases, such as for new software or equipment. The Fiscal Year 2020-21 Budget contains a reduction of $240,000 in such purchases from the prior year Adopted Budget. Highlights: Personnel The two-year budget reflects an updated position allocation plan, projected salaries, health rates, and retirement benefits. Total personnel costs are projected to decrease $1.1 million (-5.2%) in the first year and increase $1.7 million (8.5%) in the second year. This is due primarily to the net impact of a reduction in temporary salaries related to parks and recreation programs that have been suspended, and a decrease in required retiree health Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-7 contributions in the first year. In the second year, temporary salaries associated with recreation programs have been added back, while PERS and group health rate increases have been incorporated. While pension costs continue to increase, $300,000 in Fiscal Year 2020-21 and additional $195,000 in Fiscal Year 2021-22, retiree health payments are decreasing significantly, due to the City’s capping of the benefit plan for new hires (after January 1, 2016). Staff had initially projected savings of $4.0 million over 15 years, but with nearly a quarter of the City workforce turning over in the last two years, the savings from the capped benefit are being realized earlier than anticipated. Staff now expects savings of $6.9 million over the same 15-year period. Contracted Services Costs In Fiscal Years 2020-21 and 2021-22, total contract services make up 65% of the overall General Fund expenditure budget. Public Safety contract costs make up 44% of the total operating budget. The following table shows changes to contracted services costs in the General Fund, with details shown in the General Fund Section of this document. Budget increases incorporate cost-of-living adjustments in Public Safety, and new inventory added to the service contract for maintenance. (1) Police and Fire liability insurance amounts are not included above; they are included in Services & Supplies. RESERVES Total General Fund reserves are projected at $168.9 million at the end of Fiscal Year 2019-20, a decrease of $10.4 million over Fiscal Year 2018-19. The unassigned/available cash flow reserve is projected at $75.4 million, before any designation by the City Council to specific Committed reserves, and before Staff completes the necessary accounting adjustments to reserves at the end of the current Fiscal Year. The City Council will make reserve designations during the City Council meeting of June 16, 2020. 2020-2025 Capital Improvement Program The 2020-2025 CIP totals $90.9 million over the five-year period. The General Fund contribution for the CIP period is $8.8 million, primarily for Green Stormwater Infrastructure ($2.2 million), Civic Center Rehabilitation ($1.3 million), Parks Playground Replacement ($1.4 million), Restrooms Replacement ($1.0 million), Resiliency and Disaster Preparedness Improvements ($703,095), and other miscellaneous projects totaling $2.1 million. The chart below illustrates total CIP expenses by funding source-type. * Contracted Services Detail Adopted 2019-20 Amended 2019-20 Budget 2020-21 Forecast 2021-22 Police Services (1)20,096,213 20,201,920 21,298,390 22,337,368 Fire Services (1)13,747,665 13,747,665 14,290,786 14,917,637 Maintenance Services (MCE)5,318,478 5,379,678 5,736,379 5,875,336 Development 5,171,018 5,278,823 4,616,073 4,364,288 Other Contracted Services 6,320,609 7,691,436 7,111,538 7,026,286 Total Contracted Services 50,653,983$ 52,299,522$ 53,053,166$ 54,520,915$ Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-8 CIP Expenses, All Funds FINANCING 2020-2021 2021-2022 2022-2023 2023-2024 2024-2025 Five-Year Total General Fund $1,231,570 $2,285,550 $2,485,780 $2,445,855 $327,715 $8,776,470 Special Revenues $9,153,717 $3,002,559 $3,224,329 $3,224,329 $2,925,309 $21,530,243 Special Revenue - Assessment Districts $40,106 $40,106 $40,106 $40,106 $40,106 $200,530 Special Revenue - Public Art Fund $100,450 $400,000 $500,450 Traffic Impact Fees $7,887,221 $1,865,096 $20,630 $112,260 $815,360 $10,700,567 Public Facilities Fees $8,955,001 $11,165,700 $3,204,719 $2,502,150 $4,117,200 $29,944,771 Internal Service Funds $220,000 $1,563,638 $90,000 $1,873,638 Dublin Crossing Fund $1,000,000 $1,000,000 Other $1,496,676 $1,496,676 Developer Built $3,742,556 $3,742,556 Unidentified $3,591,000 $3,078,000 $4,482,000 $11,151,000 General Fund $1,231,570 $2,285,550 $2,485,780 $2,445,855 $327,715 $8,776,470 TOTAL FINANCING $30,084,741 $27,656,205 $12,143,564 $8,324,700 $12,707,690 $90,916,900 Highlights: Below is a list of projects over $1.0 million with new anticipated funding in the next five years, with the funding sources indicated. The cost listed does not include existing budgets in Fiscal Year 201 9- 20. Those details can be found in the separate CIP document. General Improvements - Civic Center HVAC and Roof Replacement: $1.7 million (General Fund, ISF) - Civic Center Rehabilitation: $1.3 million (General Fund) - Cultural Arts Center: $5.0 million (Public Facility Fees) - Library Tenant Improvements: $1.8 million (Public Facility Fees, ISF, General Fund advance) Parks - Fallon Sports Park - Phase 3: $7.4 million (Public Facility Fees) - Iron Horse Nature Park and Open Space: $11.6 million (Public Facility Fees, Unidentified) - Jordan Ranch Neighborhood Square: $1.5 million (Public Facility Fees, General Fund advance) - Parks Playground Replacement: $1.4 million (General Fund) - Restrooms Replacement: $1.0 million (General Fund) - Wallis Ranch Community Park: $6.7 million (Public Facility Fees, General Fund advance) Streets - Annual Street Resurfacing: $11.0 million (Special Revenue Funds, General Fund) - Citywide Bicycle and Pedestrian Improvements: $2.1 million (General Fund, Special Revenue Funds) - Citywide Signal Communications Upgrade: $1.3 million (Special Revenue Funds, Traffic Impact Fees, ISF) Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-9 - Dublin Boulevard Extension - Fallon Road to North Canyon Parkway: $7.2 million (Special Revenue Funds, Traffic Impact Fees, Other, Unidentified) - Green Stormwater Infrastructure: $2.2 million (General Fund) - Iron Horse Trail Bridge at Dublin Boulevard: $8.6 million (Special Re venue Funds, Dublin Crossing Fund) - St. Patrick Way Extension: $3.7 million (Developer Build) - Tassajara Road Realignment and Widening - Fallon Road to North City Limit: $10.8 million (Special Revenue Funds, Traffic Impact Fees, Other) 10-Year General Fund Forecast As discussed above, while the General Fund operating budget is balanced in the two -year budget period, the 10-Year Forecast shows a projected operating deficit of $1.0 million in Fiscal Year 2026 - 27, as illustrated in the table below. 10-Year Forecast ($ in thousands) In developing the Forecast, Staff continued the practice of conservatively projecting revenues, and growing expenditures using historical information. While predicting economic health in the long term is challenging, we believe that at this time, the forecast is a fair representation of the City’s potential financial future. The following are the assumptions used in the Forecast, for Fiscal Years 2022 -23 onward. It is important to note that the adjustments (growth or declines) are built upon the currently Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-10 anticipated two-year impacts of COVID-19. A significant continuation of the shutdowns will necessitate an update to the Forecast. 10-Year Revenues Property Tax • CPI adjustment: 2% increase (out of a maximum of 2%) on all existing non -Prop 8 homes throughout Forecast. • Transfer of ownerships: growth based on historical averages. • Prop 8 recapture: minimal increase due to large Prop 8 recapture already occurring. Sales Tax • Growth factor: 3.0% from FY 2022-23 onward. • No new large sales tax generators included. • All sharing agreements have been factored in. Development Revenues • Steady decline of 5-10% per year as the community nears build-out. Charges for Services • 1% increase per year as an inflationary factor. 10-Year Expenditures Personnel • No new positions. • COLA: up to 3% annually; Merit Pay: up to 3% annually, beginning FY 2022-23. • Benefit increases according to actuarial estimates (increased PERS rates incorporated, along with decreased retiree health costs) • $1 million per year funding for PERS unfunded liability and rate hike protection. Contracted Services • Annual increase to Police Services Costs: 5.5% - addition of a deputy in each year beginning FY 2022-23. • Annual increase to Fire Services: 5.0% • Annual increase to Maintenance Services: 4.0% • Annual increase to all other: 4.0% Preventative Maintenance • $1.0 million per year Conclusion Since the recession of 2009, the City has been fortunate to experience healthy growth in our major ongoing revenue categories. We have fully funded City operations, enhanced public safety services, kept our streets in excellent condition, and opened new parks and facilities. At the same time, we have consistently used surpluses to supplement City reserves for contingencies. As such, we are well - Letter City of Dublin Fiscal Years 2020-21 and 2021-2 Budget Page B-11 positioned, relative to many other agencies, to withstand the currently expected impacts of the COVID-19 pandemic. As we move through this crisis and into a “new normal,” we remain committed to identifying budget solutions that will ensure the long-term fiscal health of this organization. I want to thank the City of Dublin staff for their dedication to this community, made evident by the excellent work they do every day. I would also like to express my gratitude to the City Council for its leadership and guidance during these challenging times. Respectfully, Linda Smith City Manager June 9, 2020 - Agenda Item No. 3.1 Due to the size of this attachment, please use link below to view in full Attachment 2 – Proposed Budget Fiscal Years 2020-21 and 2021-22 RESOLUTION NO. XX-20 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN *************************** ADOPTING A BUDGET FOR THE CITY OF DUBLIN FOR FISCAL YEAR 2020-21 WHEREAS, the City Council of the City of Dublin desires to establish a Budget for Fiscal Year 2020-21; and WHEREAS, the City Council has reviewed and considered the Budget documents and has received input from the public; and WHEREAS, the City Manager has prepared a balanced budget which provides for organizational adjustments and allocation of resources in a manner which aligns with available resources and the Strategic Plan elements; and WHEREAS, the General Fund Operating Budget is balanced without the need to draw from the Reserve for Economic Stability in order to balance funding with planned expenditures; and WHEREAS, the City Council is required to adopt a budget and financial plan before the Fiscal Year begins on July 1, 2020; and WHEREAS, the Summary of Appropriations (Exhibit A) attached hereto and made part of this Resolution, reflects the Fiscal Year 2020-21 Budget for Governmental and Proprietary Funds for the City of Dublin; and WHEREAS, the City Council desires to confirm adjustments made administratively to the Capital Improvement Project balances during the preparation of the Proposed Budget and accommodate the carryover of unspent Fiscal Year 201 9-20 Capital Improvement Project appropriations, for those projects where work and expenditures will continue in Fiscal Year 2020- 21; and WHEREAS, the City Council desires to accommodate a process the carryover of unspent Fiscal Year 2019-20 operating expenditures, both encumbered and une ncumbered, excluding personnel costs, for activities where work and expenditures will continue in Fiscal Year 20 20- 21; and WHEREAS, The City Council desires to delegate the authority to appropriate Internal Service fund balances that have been set aside for facilities, vehicle, and equipment replacement purposes to the City Manager in Fiscal Year 2020-21. WHEREAS, The City Council also desires to delegate the authority to appropriate Committed and Assigned fund balances that have been approved by the City Council for specific purposes to the City Manager in Fiscal Year 20 20-21. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does hereby: 1. Adopt the Fiscal Year 2020-21 Budget Appropriation for the City of Dublin, as outlined in Exhibit A; 2. Authorize the City Manager to make expenditures appropriations in accordance with the Budget as adopted, with the exception of those expenditures which require prior City Council approval, in accordance with the adopted City ordinances, rules and regulations; 3. Authorize the City Manager to transfer budgeted amounts between line items, provided that the transfer is within the same fund, regardless of the specific department activity. This includes the authority to transfer from the General Fund budgeted continge ncy amounts that are approved by the City Council during the budget adoption . A full accounting of any such transfers will be provided to the City Council during the quarterly financial reviews; 4. Recognize that the Budget as presented also includes a Contingency for Fiscally Responsible Adjustments, the utilization of which will be determined by fiscal outcomes of June 30, 2020; 5. Authorize the City Manager to increase revenue and expenditure budget for various departmental functions, when corresponding revenues comes in over budget: this would apply to developmental activity, inspection activity, recreation program activity, and any other departmental activity which generates correlating revenues, as verified by the Administrative Services Director. Increased appropriations shall continue to be documented in the financial records and conveyed to the City Council as part of the quarterly financial reviews; 6. Authorize the City Manager to increase revenues and expenditures related to the award of grants, where there is no net impact to the City, as verified by the Administrative Services Director. Increased appropriations shall continue to be documented in the financial records and conveyed to the City Council as part of the quarterly financial reviews; 7. Authorize the City Manager to make transfers among the various funds, consistent with the “Fund Balances FY 2020-21” as presented in the Proposed Budget. Fund transfers are reported as part of the regular financial reports provided to the City Council; 8. Authorize the City Manager to increase the appropriations for Fiscal Year 2020-21 expenditures in an amount not to exceed the amount of funds encumbered or designated by the City Manager as needed for expenses that did not occur prior to the year -end, but are expected to be expended in Fiscal Year 2020-21 consistent with the original purpose. This ability to carry-over funding shall not apply to savings from personnel services and shall only occur if the Department Activity total for non-personnel expenditures was less than the amount budgeted for the same. This must also be evaluated on a fund by fund basis. The actual amount of the increased appropriation shall be reported to the City Council, and the City Manager may assign the fund balance in an amount suffici ent to account for the increase; 9. Authorize the City Manager to adjust the Fiscal Year 2020-21 appropriations to account for the carryover of unspent Capital Improvement Project appropriations from Fiscal Year 2019-20. All such adjustments shall be clearly recorded in the City financial records and shall only be for projects that remain incomplete as of June 30, 2020; and 10. Authorize the City Manager to transfer funds between capital projects, within the same funding source. Any revisions, which alter the project’s budget by adding a new funding source, are to be approved by the City Council. 11. Authorize the City Manager to appropriate funds from Committed and Assigned fund balances that have been approved by the City Council for specific purposes. 12. Authorize the City Manager to appropriate funds from Internal Servi ce Funds that have been set aside for facilities, vehicle, and equipment replacement purposes. PASSED, APPROVED AND ADOPTED this 9th day of June 2020. AYES: NOES: ABSENT: ________________________________ Mayor ATTEST: ____________________________ City Clerk EXHIBIT A FISCAL YEAR 2020-21 SUMMARY OF APPROPRIATIONS (Governmental and Proprietary Funds) OPERATING PROGRAMS APPROPRIATIONS Governmental Funds City Council $536,898 City Manager $2,923,195 City Clerk $881,131 Human Resources $1,815,914 City Attorney $987,780 Administrative Services $1,938,346 Non-Departmental $13,593,193 Community Development $6,789,974 Fire Department $15,160,725 Police Department $24,602,519 Parks & Community Services $8,869,776 Public Works $16,319,930 Total Governmental Funds $94,419,381 Proprietary Funds Information Services $2,015,544 Parks & Community Services $24,931 Non-Departmental $1,613,059 Total Proprietary Funds $3,653,535 Total Operating Programs $98,072,915 CAPITAL IMPROVEMENT PROGRAM General $599,150 Public Art $100,450 Parks $8,998,866 Streets $18,889,599 Total Capital Improvement Program (1) $28,588,065 (1) Includes City funded project costs only RESOLUTION NO. XX - 20 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN * * * * * * * * * ESTABLISHING A SALARY PLAN FOR FULL-TIME PERSONNEL IN ACCORDANCE WITH THE PERSONNEL RULES WHEREAS, the City Council has adopted a Salary & Benefit Plan pursuant to the Personnel System Rules; and WHEREAS, the City Council adopted Resolution No. 51-19 and subsequent amendments which establish a Salary Plan for full -time personnel in accordance with the Personnel System Rules; and NOW, THEREFORE, BE IT RESOLVED that the following salary provisions shall be established in accordance with City’s Personnel System Rules. BE IT FURTHER RESOLVED that any previous enacted salary provisions contained in Resolution No. 51-19 and subsequent amendments shall be superseded by this Resolution. ARTICLE I: SALARY PROVISIONS SECTION A: REGULAR EMPLOYEES EXEMPT FROM FAIR LABOR STANDARDS ACT (FLSA) OVERTIME PROVISIONS Employees covered under this Section shall be paid a monthly salary within the following ranges with the exclusion of any Performance Pay Adjustment granted in accordance with the Personnel System Rules. In the event that it is deemed by the City Manager to be in the best interest of the City, temporary appointments of no more than 6 months, where the work assignments are such that they can be completed with less than a 40-hour week, may be approved based upon hourly rates. The total salary paid for such work shall not be less than the “salary test” required for an exemption under the FLSA. Monthly Minimum Monthly Maximum Accountant $8,578 $10,725 Assistant Civil Engineer $8,728 $10,910 Associate Civil Engineer $10,151 $12,689 Associate Planner $8,578 $10,725 Budget Analyst $9,445 $11,806 City Clerk $10,862 $13,577 Deputy City Clerk $7,400 $9,250 Environmental Coordinator $8,212 $10,267 Executive Aide $7,400 $9,250 Financial Analyst $9,445 $11,806 Housing Specialist $9,445 $11,806 Management Analyst II $8,212 $10,267 Network Systems Coordinator $8,212 $10,267 Parks & Facilities Development Coordinator $8,578 $10,725 Plans Examiner II $8,212 $10,267 Recreation Supervisor $8,377 $10,468 Senior Accountant $9,445 $11,806 Senior Management Analyst $9,445 $11,806 Senior Civil Engineer $11,373 $14,216 Senior Planner $9,776 $12,221 SECTION B: REGULAR EMPLOYEES COVERED BY OVERTIME PROVISIONS OF THE FLSA. Employees covered under this Section shall be paid hourly wages within the following ranges with the exclusion of any Performance Pay Adjustment granted in accordance with the Personnel System Rules. The monthly salaries are shown for informational purposes only. Monthly Minimum Monthly Maximum Hourly Minimum Hourly Maximum Administrative Aide $7,047 $8,810 $40.6532 $50.8264 Administrative Technician $6,407 $8,008 $36.9629 $46.1986 Assistant Planner $7,597 $9,495 $43.8315 $54.7760 Code Enforcement Officer $6,837 $8,546 $39.4430 $49.3037 Environmental Technician $7,116 $8,899 $41.0521 $51.3384 Finance Technician I $5,385 $6,731 $31.0650 $38.8313 Finance Technician II $5,985 $7,479 $34.5292 $43.1466 Graphic Design & Comm. Coordinator $7,116 $8,899 $41.0521 $51.3384 Heritage Center Director $7,116 $8,899 $41.0521 $51.3384 Information Systems Technician I $6,146 $7,684 $35.4601 $44.3302 Information Systems Technician II $6,830 $8,538 $39.4032 $49.2573 Management Analyst I $7,392 $9,239 $42.6479 $53.3000 Office Assistant I $4,557 $5,697 $26.2909 $32.8669 Office Assistant II $5,064 $6,330 $29.2165 $36.5173 Permit Technician $6,407 $8,008 $36.9629 $46.1986 Plans Examiner I $7,448 $9,308 $42.9671 $53.6989 Public Works Inspector $7,822 $9,777 $45.1281 $56.4051 Public Works Technician I $6,770 $8,462 $39.0574 $48.8184 Public Works Technician II $7,448 $9,308 $42.9671 $53.6989 Recreation Coordinator $7,116 $8,899 $41.0521 $51.3384 Recreation Technician $6,407 $8,008 $36.9629 $46.1986 Senior Code Enforcement Officer $7,597 $9,495 $43.8315 $54.7760 Senior Finance Technician $6,830 $8,538 $39.4032 $49.2573 Senior Office Assistant $5,570 $6,962 $32.1356 $40.1677 Senior Public Works Inspector $8,604 $10,755 $49.6409 $62.0456 BE IT FURTHER RESOLVED that the changes contained herein shall be effective July 1, 2020. PASSED, APPROVED AND ADOPTED this 9th day of June 2020. AYES: NOES: ABSENT: ABSTAIN: Mayor ATTEST: City Clerk RESOLUTION NO. XX- 20 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN * * * * * * * * * ESTABLISHING A SALARY PLAN FOR MANAGEMENT POSITIONS EXEMPT FROM COMPETITIVE SERVICE WHEREAS, the City Council has adopted a Salary & Benefit Plan pursuant to the Personnel System Rules; and WHEREAS, the City Council adopted Resolution No. 52-19 and subsequent amendments which establish a Salary Plan for full-time management positions exempt from competitive service in accordance with the City’s Personnel System Rules; and NOW, THEREFORE, BE IT RESOLVED that the following salary provisions shall be established in accordance with City’s Personnel System Rules. BE IT FURTHER RESOLVED that any previous enacted salary provisions contained in Resolution No. 52-19 and subsequent amendments shall be superseded by this Resolution. ARTICLE I: SALARY PROVISIONS A. REGULAR EMPLOYEES EXEMPT FROM FAIR LABOR STANDARDS ACT (FLSA) OVERTIME PROVISIONS Monthly Minimum Monthly Maximum Administrative Services Director $15,446 $19,308 Assistant City Manager $16,621 $20,773 Assistant Dir. of Community Development $12,126 $15,157 Assistant Parks & Community Services Director $12,126 $15,157 Assistant Dir. of Admin Svcs/Finance $12,126 $15,157 Assistant to the City Manager $11,070 $13,838 Capital Improvement Program Manager $11,993 $14,991 Chief Building Official $11,993 $14,991 City Clerk/Records Manager $11,070 $13,838 Assistant Public Works Director/City Engineer $12,912 $16,140 City Manager $24,238 Community Development Director $14,978 $18,724 Communications Manager $11,070 $13,838 Economic Development Director $12,126 $15,157 Economic Development Director/Public Information Officer $13,920 $17,401 Heritage & Cultural Arts Manager $11,070 $13,838 Human Resources Director $13,920 $17,401 Human Resources Manager $11,070 $13,838 Information Systems Manager $11,070 $13,838 Parks & Community Services Business Manager $11,070 $13,838 Parks & Community Services Director $15,209 $19,009 Plan Check Engineer $11,070 $13,838 Planning Manager $11,744 $14,682 Principal Planner $11,070 $13,838 Public Works Director/Asst City Engineer $14,865 $18,582 Public Works Trans & Ops Mgr. $11,993 $14,991 Public Works Manager $11,070 $13,838 Public Works Maintenance Superintendent $11,070 $13,838 Recreation Manager $11,070 $13,838 Special Projects Manager $11,070 $13,838 BE IT FURTHER RESOLVED that the changes contained herein shall be effective July 1, 2020. PASSED, APPROVED AND ADOPTED this 9th day of June 2020. AYES: NOES: ABSENT: ABSTAIN: ________________________________________ Mayor ATTEST: _______________________________________ City Clerk