HomeMy WebLinkAbout2002-12-10 - AGENDA REPORTS - MID YEAR BUDGET ADJUST (2)CITY OF SANTA CLARITA
AGENDA REPORT
CONSENT CALENDAR City Manager Approvak/v
Item to be presented by: Ken Pulskamp
DATE: December 10, 2002
SUBJECT: 2002-03 MID -YEAR BUDGET ADJUSTMENT, RESOLUTION FOR
EMPLOYEE COMPENSATION, AND RESOLUTION AMENDING
PERSONNEL RULES
DEPARTMENT: City Manager
RECOMMENDED ACTION
1. City Council adjust 2002-03 budgeted expenditures, revenues, and capital projects in the
amount specified in Attachment A.
2. City Council authorize budget transfers as specified in Attachment B.
3. Adopt Resolution providing for employee compensation, benefits, and reclassifications.
4. Adopt Resolution amending personnel rules.
5. Adopt Resolution amending Position Classification Plan.
BACKGROUND
Each year at this time, City staff takes the opportunity to evaluate the adopted budget and
evaluate the economic outlook for the remainder of the year. It is critical to perform the
mid -year review of the budgetary and financial position to ensure that any deviations from the
initial budget projections are addressed in a manner which is proactive rather than reactive.
It is also at this time that staff reviews its priorities and requests appropriations for activities
that have become a priority but are currently not funded.
Although the Santa Clarita economy is remaining strong, the State's economy is continuing to
experience a slowdown. Current reports indicate that the State will be experiencing a deficit
of $21 billion going into the 2003-04 budget year. The Governor is planning to begin addressing
this deficit through a special session on December 9, 2002, aimed at reducing the deficit by $5
billion through spending reductions in the current year. While we have not yet experienced any
direct impact of the state budget crisis, it is possible our revenues will be impacted in the
coming year.
Reserves are an important tool available to prepare for and overcome any adverse effects that
a reduction in the City's revenue will have. Because of the State's current and future budget
problems, it is necessary for the City to build its reserves to ensure financial stability and
maintain the high level of service its citizens expect. Based on this, staff is recommending a
transfer from the General Fund fund balance of $2,000,000 to the Facilities Replacement fund
to reserve funds for future facility uses. It is also recommending that the Risk Management
Reserve be increased to $500,000.
/p�� Pte`,t Benda Item:
2002-03 MID -YEAR BUDGET ADJUSTMENT
December 10, 2002 — Page 2
Through the mid -year review it has been determined that General Fund revenues should be
adjusted upward by $4,274,426. The increase includes adjustments to sales tax, property tax,
and vehicle license fees, based upon recent estimates from the County and State. There is also
an increase in developer -related revenues and a transfer from the Library Facilities Fund to
the General Fund to reimburse a portion of the cost of building the Canyon Country Library.
After reviewing all programs, staff is proposing to increase General Fund expenditures by
$4,703,951 which includes the reserve increases discussed above. Additional proposed
adjustments include additional funds for Risk Management in the amount of $387,000 to cover
claims, as well as insurance premiums of $130,000 for contract building inspections; $130,000
for phase 4 of One Valley, One Vision; $100,000 to complete the trash franchise bidding process;
$116,000 for the Boys & Girls Club; and $350,000 for Bouquet Canyon medians. Attachment
A provides a detail of all the proposed mid -year revenues and expenditures adjustments.
The City Council also considers a cost -of -living adjustment to unrepresented employee salaries
through this process. Attached are two Resolutions regarding the adjustment of unrepresented
employee compensation and benefits for this year. The first Resolution provides for a
cost -of -living adjustment of 2.8% to salaries of unrepresented employees. The second
Resolution provides a $200 increase in the contribution from the City for unrepresented
employee benefits. This increases the City's contribution from $530 to $730 per month, per
employee, to be used for the purchase of health, dental, and vision insurance or deferred
compensation.
ALTERNATIVE ACTION
Other action as determined by the City Council
FISCAL IMPACT
Adoption of these adjustments increases the estimated revenues for all funds by $10,891,562
and expenditures by $12,985,415. The difference will come from the existing fund balance.
ATTACHMENTS
Attachment A — Summary of Revenue and Expenditure Adjustments
Attachment B — Schedule of Budget Transfers
Resolution Providing for Employee Compensation
Resolution Fixing Employer's Compensation for Benefits
Resolution Amending the Position Classification Plan
Detail of Adjustments (Available in City Clerk's reading file.)
KRP:DS:hds
.d]\mdy -City-09.d.