HomeMy WebLinkAboutItem 1b - Adoption of the 2017-18 Fisal Year Budgets
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
Page 1of 16
DATE:June 6,2017
TO:Honorable Mayor and City Council
FROM:Dominic Lazzaretto, City Manager
Hue Quach, Administrative Services Director
SUBJECT:ADOPTION OF THE 2017-18 FISCAL YEAR BUDGETS
RESOLUTION NO.7170ADOPTING ABUDGET FOR FISCAL YEAR
2017-18AND APPROPRIATING THE AMOUNTS SPECIFIED THEREIN
AS EXPENDITURES FROMTHE VARIOUS FUNDS
Recommendation: Adopt
RESOLUTION NO. 7171ADOPTING A CAPITAL IMPROVEMENT AND
EQUIPMENT PLAN FOR FISCAL YEARS 2017-18THROUGH 2021-22
Recommendation: Adopt
SUMMARY
Sections 1204 and 1205 of the Arcadia City Charter require a public notice and a public
hearing for consideration of the proposedOperating Budget and Five-Year Capital
Program for the ensuing fiscal yearwhich is required to be adopted by July 1.The
recommended actions are necessary to implement the budget for Fiscal Year 2017-18.
This year’s budget process began in February with an all-day planning and goal setting
workshop and included oneBudget Study Session with the City Councilon the draft
documents.Based on the input received, the FY 2017-18Preliminary Budget was
distributed to the City Council on May 16, 2017. Submitted for the City Council’s review
were all operating funds including General, Special Revenues, Enterprise, and the
Successor Agency.Additionally, the City Council received the Capital Improvement and
Equipment Replacement Fund budgets in a separate document. All funds total $109.5
million in expenditures, of which the General Fund’s budget is $59.8million(excluding
Transfers Out noted below).As Special Revenues, Enterprise, and Debt Service funds
are restricted to specific purposes and are generally self-sustaining, this report will
primarily focus on the General Fund’s Operating Budget.
As presented, the proposed FY 2017-18General Fund Operating Budget anticipates
Total Operating Revenues of $62.2million and Operating Expenses at $62.2 million,
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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including new programs added for FY 2017-18.It also includes approximately $1.5
million in transfers to major capital funds to fund future significant maintenance and
replacement needs. Based on this, the ending Operating General Fund Balance will
slightlyincrease by $57,500, with anending Operating Fund Balance of $7,274,800.
FY 17-18
Budget
Beginning Fund Balance:$ 7,217,300
Total Revenues62,237,500
Total Expenditures60,680,000
Subtotal:1,557,500
Total Fund Transfers(1,500,000)
Ending Fund Balance:$ 7,274,800
The proposed budget is essentially a steady state budget, with several minor savings
and efficiencies identified in the operations and maintenance portion of the budget.
Added to the City’s overall Operating Budget this year are a number of new programs
totaling $130,600 to the General Fundto respond to the evolving needs of the
organization.Key new programsinclude:
Creating an in-house Information Technology (IT) Manager position to manage
and develop a technological long-range plan for the City. The current IT Division
is completely outsourced. The proposed staffing cost would be partially offset by
reducing the existing contractual consultant service cost.
Enhancing the Fire Department’s advanced life supportservices by upgrading
three Firefighters to Firefighter/Paramedics. This will allow all responders
stationed at Fire Station 106 to have Paramedic certifications so that whichever
unit arriveson scene first would have a Paramedic on board. Roughly 70% of
calls for service are now medical emergency service callsand this allows for
better response times and higher quality service.
Establishing a passport services programat the Library.The pilot program will
be open to the public on an appointment basis approximately 20 hours per
week. The cost of this program is expected to be fully recoverable from fees for
services.
Other significant requests include the addition of a second K-9 officer and establishing
an on-call arborist service to review tree permits.
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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The proposed budget continues to includethe transfer of funds to the Capital
Improvementand Equipment Replacement Funds.Although the average demand
requires atotal of $3.0 million annually to sustainthose funds, the modest growth in
revenuesand significantly rising pension costshave limited thosetransfers to a total of
$1.5million, which will beallocated as follows:
Capital Improvement Fund -$750,000
Equipment Replacement Fund -$750,000
The Capital Improvement Fund provides the majority of funding for such basic services
as pavement rehabilitation, building repairs, and parks maintenance. The proposed FY
2017-18Capital Improvement Fund budget–comprisedof GeneralFund, Special
Revenues, and Enterprise funding–totals $11.8 million. The General Fund portionof
that totalis $4.2 million. Key focusin the coming year will be in the area of street
maintenance, whichconsistsof roughly half of the year’s capital improvement projects.
Inaddition, the City will complete thesecond phase of the Median Turf Reduction
Program tomodernizethe City’s signature boulevard medians,making them more
drought-tolerant while ensuring they remain a major community aesthetic component.
This phase of the project is estimated at $1.5 million,with the final phase anticipatedfor
next Fiscal Year with asimilar expected cost.
The Equipment Replacement Fund provides funding for essential equipment such as
computers, vehicles, and major office equipment. The proposed FY 2017-18
Equipment Replacement Fund budget totals $2.4 million. Unlike the Capital
Improvement budget, 87%,or $2.1 million,of this year’s proposed budget is funded
fromthe General Fund. Major purchases include upgrading obsolete computers and
related software, such as the replacement of the Police Department’s computer aided
dispatch system.Significant vehicle purchases include four Police patrol vehiclesand
an aerial truck for the Street Light crew.
In conclusion,the proposed Budget has been prepared with an eye towardsexpanding
the already high level of service in Arcadia, but with consideration for cost effectiveness.
This is accomplished throughidentifying cost cutting measures and operational
efficiencies wherever possible. While the FY 2017-18 Proposed Budgetis balanced,
with a smallincreaseof $57,500 to the General Fund’sfund balance, the City will
continue to look for opportunities to add additional funding toits Capital and Equipment
Replacement Funds throughout the Fiscal Year.It is, therefore, recommended that the
City Council adopt the proposed Budget documents.
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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DISCUSSION
The Budget reflectsslow butcontinuing improvements tothe local economy, which are
outpaced somewhat by significant increases in pension costs as well as the continuing
impact of raising the minimum wage.The City’s major taxrevenues–property, sales,
utility users, and hotels–are forecast for modest growth, similar to recent Fiscal Years.
While there are notable downward trends in Service Charges and Feesas a result of
the slowing of new housing developmentin the community, the City’s well diversified
revenue basecontinues to place Arcadia in abetter position than many citieswithin Los
Angeles County.
Summarized in the table below is the General Fund Operating Budget for: FY 2016-17
Year Ending Estimates, FY 2017-18Proposed Budget for Adoption, and a FY 2018-19
Preliminary Budget Outlook. Please note that FY 2018-19is not proposed for adoption
as the City adopts its Operating Budget annually.
GENERAL FUND
FY16-17FY17-18FY18-19
EstimatesBudgetBudget
Beginning Fund Balance7,193,8007,217,3007,274,800
Estimated Revenue58,239,10058,499,40060,193,200
Proposed Expenditures57,756,80059,813,50061,335,200
Revenue over Expenditure482,300(1,314,100)(1,142,000)
Fund Transfers
Transfers-In from other funds4,678,4003,738,1003,672,800
Transfers-Out to other funds(5,137,200)(2,366,500)(2,398,300)
Net Transfers(458,800)1,371,6001,274,500
Subtotal Operating Balance23,50057,500132,500
Ending Fund Balance7,217,3007,274,8007,407,300
As shown bythe table above, the City’s ending General Fund Balance will improvebya
smallincrementof $57,500to address unforeseen needs.Per City Council direction, the
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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City also maintains an Emergency Reserve at 20% of annual operating expenditures,
which is currently fully funded.
FY 2017-18Proposed General Fund Revenues
Recreation
Library
Charge Current
2%
Other Revenue
0%
Services
4%
5%
Revenue from Other
Agencies
12%
Use Money &
Property
Property Taxes
2%
27%
Fines & Penalties
1%
License & Permits
7%
Franchises
2%
Transient Taxes
7%
Sales Taxes
Utility Taxes
19%
12%
For FY 2017-18, total General Fund revenues are expected to increase by a small
marginof 0.45%when compared with the FY 2016-17year ending estimates.The
largest revenue source ofthe General Fund is from Property Tax, Sales Tax, Transient
Occupancy Tax, Utility Users’ Tax, and Motor Vehicle License Fees. Their projected
receiptsare shown in the table below.
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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FY 2017-18
FY 2016-17
DescriptionProposed Difference% Change
Estimates
Budget
Property Tax$13,723,500$14,409,800$686,3005.0%
Sales Tax$11,066,700$11,398,600$ 331,9003.0%
Transient Occupancy Tax$3,725,000$3,874,000$149,0004.0%
Utility Users’ Tax$ 6,657,800$ 6,858,000$ 200,2003.0%
Motor Vehicle License Fees$ 6,461,500$ 6,796,500$ 335,0005.2%
Property Tax:The City expects to continue to benefit from the recent growth in new
home sales. Although annual home valuationsmay have leveled off from itspeak in
2014,recent home renovations and sale activities continuetoproduce higher overall
valuations. This is not only due to an increase in home sizes in the communitybut also
to the inflationarycontrols provided by Proposition 13, whichkeep long-held homes at
an artificially low assessed value until they resell.As such, the City expects to continue
to see a growth in property tax receipts in the range of 5.0%,or $686,300,for FY 2017-
18.
Sales Tax:Sales taxes are projected to increase 3.0%,or $331,900, in comparison to
FY 2016-17. Overall strong employment data, greater consumer confidence, and a
measuredinflation provide abasisfor the expected increase.Locally, thecontinued
strength of the Westfield Santa Anita Malland a full year’soperation of the expanded
Rusnak Mercedes-Benz showroom and service centerare expected to help improve tax
receipts.
Transient Occupancy Tax:This tax categoryis also expected to benefit from the low
unemployment rateas it suggests an increase to business and recreational travels. The
projection for FY 2017-18is $3.9million, a 4.0%,or $149,000,increase over the
previous Fiscal Year.
Utility Users’ Tax:Utility Users’ Tax (“UUT”)is projected to increase by 3.0%,or
$200,200,when compared to the FY 2016-17year ending estimate. Part of the growth
will come from anincrease in water usagecaused by the State’s easing of drought
regulations as well as the anticipated increase in water rates.Additionally, Southern
California Edisonischanging their tier rate planand the estimated increase of 3.7% for
residential accounts, which will also lead to an increase in UUT revenues.
Motor Vehicle License Fees(“VLF”):This tax is projected to increase by 5.2%,or
$335,000, to $6.8million. Revenues from this line item are largely linkedto annual
propertyassessed valuation.
Other major revenue categoriessuch as Licenses and Permits are expected to
decrease greatlywhen compared to FY 2016-17.Unlike the peak of FY2013-14,
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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Building and Plan Check fees are expected to return to their “normal” levelsof
approximately $800,000in each fee area.Since plan check services are largely
contracted out, expenditures in this area have been commensurately reduced. All other
revenue categories for the General Fund are expected to have modest growth for the
comingFiscal Year.
FY 2017-18Proposed General Fund Expenses
Library & Museum
Services 6.5%
General Government
6.3%
Police 35.2%
Development
Services 8.0%
Public Works
Services 7.2%
Administrative
Services 5.6%
Recreation &
Community Services
5.3%
Fire 25.8%
Total operating expenditures are expected to grow 2.5%to maintain the same high level
of servicesto the community. Where possible, line items have been reduced to reflect
efficiencies that have been implemented over time and to remove any potential for
waste. The notable increases relateto the labor agreement contracts (salaries &
medical benefits)and the rise of employer pension contributions to make retirement
funding more sustainable.
As with the prior Fiscal Year, the proposed budget also includes an ongoing$650,800
contribution into the Other Post Employment Benefit (“OPEB”)Trust Fund. The OPEB
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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Trust Fund allows the City to save today for known medical and associated retirement
benefits costs in the future. Overtime, the increase in value of the funds invested
reduces the City’s overall costs of providing these benefits. The combination of
significant pension reforms put into place in 2011 and the prepayment of these legacy
benefits will provide greater financial security to the community.
While some new services have been added to meet community demands and some
natural inflationary increases have been included–mostly due to increases in the labor
costand rising healthcare costs for private businesses that contract with the City –the
majority of the increases arenegligible and haveno material effects to the overall
operating expenditures.
Newly Proposed Programs
New programs and expenditures are anticipated from various departments to respond
to emergingoperational needs,as well as to respondto direction received at City
Council study sessions and City Council meetings. The new programs total $130,600
and include:
Temporary Part-time GIS Employee (No additional budget appropriation):
The Planning Division is seeking a Temporary Part-Time Geographic Information
System (“GIS”) Employee to perform very specific GIS tasks related to the
development and implementation of the new permit tracking system (EnerGov)
and to update the datasets within the City’s GIS system. This temporary position
will be funded from the remaining balance of the GIS/Energov project.Other
duties performed by the position would include:
o Assist in migrating Laserfiche into the GIS Viewer so that a property owner
and/or staff can view all permits that have been issued to a property.
o Add the assessor parcel number to parcel-related documents and rename
all 30,000+ documents for the GIS system in order to transfer the same
data to GIS and EnerGov. This would allow the user to see everything
that was approved or pending from building, planning, and code services.
On-Call Arborist Services($15,000):The City Council adopted a revised Tree
Ordinance last year,greatly expanding the number of trees that are subject to
preservation. This has led to an increase in the number and complexityof
reviews to determine whether certain trees are diseased, damaged, or in need of
special protective measures. The use of an on-call Certified Arborist would
ensure the City is using a fully trained professional to conduct tree inspections
andwould serve as a valuable source of information to City Staff.
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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In-House IT Manager($73,000):Over the last 20 years, the City’s IT Division
has been completely outsourced. As information technology continues to evolve
with constant development in hardware, software, mobile devices, and with
concerns of cyber securityon the rise, it has been determined that there is a
need to have an in-house IT Manager. The Manager would work with City's
consultants to explore technology options and select technology that will fit the
needs of the organization. The Manager would also coordinate and monitor
project activities to ensure their timely completion and work with consultants to
develop a technology long-range master plan for the City. Some of the other key
duties include: supervising IT workers, managingand coordinatingupgrades of
systems and software, negotiatingwith product vendors, and ensuringthe
security of the City's IT infrastructure. Cost of this full-time position will partially
beoff-set by the current IT Management Services contract.
Expanded Police Service Dog K-9 Program ($23,800):To enhance the
effectiveness and capabilities of the Police Department, a second police K-9
would be to patrol operations and support services. The added K9 resource will
be funded by the Arcadia Police Foundation, which will pay start-up costs for
supplies and training totaling $39,000, as well as recurring maintenance costs of
$4,000annually. The K-9 handler will be selected from existing personnel
resources; therefore, an additional employee is not required. The costs
associated with this new program will be for stipends to take care of the K-9 off-
duty as well as actual call-outs and usage during non-scheduled hours (i.e.,
overtime).Annual cost applied to the City’s General Fund for this expandedK-9
program is $23,800 and includes overtime, other personnel costs, and training.
Enhancement of the Paramedic Service Model ($31,000): Given the continued
rise of medical/rescue incidents over the past decade, the Fire Department is
proposing to increase thenumber of Paramedics on duty daily. This would be
accomplished by upgrading three current Firefighter positions stationedat Fire
Station 106 to Firefighter/Paramedics. No new or additional employees would be
required to accomplish this goalas the Firefighters already possess the required
certifications. Fire Station 106 has been selected because it has the highest
volume of medical calls in the City. This program would provide a paramedic on
every piece of equipment responding from that Station, meaning that whichever
unit arrived first on scene would have a licensed paramedic to immediately begin
advanced lifesaving activities.This is especially important because, as hospitals
have become increasingly busy, it is far more common for paramedic personnel
on the ambulance to be delayed at these facilities.This program will also aid in
employee retention and recruitment and may save money over time due to
eliminating the need to send Firefighters to Paramedic school, since most
employees will now have that certification when initially hired.
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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Upgrade of Public Works Inspector Position($5,100):The State Water
Resources Control Board Division of Drinking Water requires that anyperson
making decisions on the installation of new water systems hold water operator
certifications. Due to the type of water system the City of Arcadia has, the
inspector must have a valid Grade 3 Water Distribution Operator certification and
Grade 2 Water Treatment Operator certification. In order for the City to maintain
staff with the proper certification, the current specification for Public Works
Inspector will need to be updated to include the requirement of these water
certifications andto designate this position in the flexibly staffing series as a
Senior Public WorksInspector.
Provide Passport Service by Appointment (Net revenue of $17,500): The
Library and Museum Services Department proposes to run a pilot passport
service program. Based on comparable services provided by neighboring cities,
this service would yield net revenue of $17,500 after all costsare computed.The
cost forstaffing,start-up equipment,and supplies totals $62,500. Two new part-
time staff would work a total of 30hours per week –20 hours for appointments
only service and 10 hours for processing and mailing. It is estimated that $80,000
in feescan be generated from this service.
BeyondFY 2017-18
While the City’s 5-Year Financial Forecast indicates that most revenues and
expenditures will continue to grow modestly, the Forecast also anticipates sharply rising
pension costs.Despite major reforms put in place by the City in 2011 and the State in
2013, recent policy changesby the CalPERS Board of Administration addan additional
layer of challengesto the budget.
In December 2016, the CalPERS Board of Administration approved lowering the
CalPERS discount rate assumption, the expectedlong-term rate of return, from 7.5% to
7.0% over the next three years.Lowering the discount rate means pension plans will
see increases in both the normal costs (the cost of pension benefits accruing in one
year for active members) and the already accrued liabilities. These increases will result
in higher required employer contributions. The projected increase, using the current
preliminary informationthat is available, is estimated to average $1.9millionannually,
beginning in FY 2018-19 through FY 2022-23.
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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14.065%
PROJECTED PERS CONTRIBUTIONS
60%
MISCELLANEOUS
12.0
55%
10.0
50%
Highest Projected Rates
8.0
45%
$ Millions
6.0
40%
Lowest Projected Rates
4.0
35%
Expected Rates Before Change
2.030%
2018-192019-202020-212021-222022-23
14.0
PROJECTED PERS CONTRIBUTIONS
80%
SAFETY
12.0
Highest Projected Rates
70%
Lowest Projected Rates
10.0
60%
8.0
Expected Rates Before Change
50%
6.0
$ Millions
40%
4.0
2.030%
2018-192019-202020-212021-222022-23
In order to maintain a balanced budget, it will be essential for the City to not only
continue its history of conservative spending,but also to eitherfindsubstantial new
revenue sources or modify its service deliveryto reduce costs significantly.The staff will
work with the City Council and the community in the coming year to fully explore all
available options in both of these arenas to ensure the long term health of the
organization.
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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Capital Improvement and Equipment Replacement Funds
Unexpectedly strong revenues and the underspending of authorized budgets over the
past several years have allowed the City to transfer a significant amount of funds into
the Capital Improvement and Equipment Replacement Funds. It isstillimportantfor the
City to continue a steady deposit into these funds, whichwere not replenished for many
yearsduring the last economic downturn.The FY 2017-18 Budget proposes a transfer
of $750,000 from the General Fund.
As shown in the chart below, the 5-Year Financial Forecast anticipates that the City will
be able to transfer an annual depositofjust $750,000from its General Fund Operating
Budgetinto the Capital Improvement Fund.Asexpenditures are also expected to
exceedthose annual transfers,the Capital Improvement Fund is projectedto maintaina
$957,000 balanceby the end of FY 2021-22,against an average annual demand closer
to $3.0million.This presentsa concern and challenge to find a revenue mechanism to
sustain thoseneeded infrastructure improvements.
Capital Improvement Fund Balance
(in $ millions)
12
Capital Project Costs
Additional Funding
Capital Improvement Fund Balance
10
8
6
4
2
0
2012-132013-142014-152015-162016-172017-182018-192019-202020-212021-22
The FY 2017-18Capital Improvement Plan proposes 40projects totaling $11.8million
in expenditures, of which $4.2million would be paid for from the Capital Improvement
Fund. The remaining $7.6million would come from grants, state subventions, and local
special funds such as the Prop C Transportation Fund. The table below summarizes
some of the major proposed projects.
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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FISCAL YEAR 2017-18MAJOR CAPITAL IMPROVEMENT PROJECTS
Project DescriptionProject BudgetFunding Source
Capital Improvement
Annual Slurry Seal Program$750,000
& Gas Tax Funds
Capital Improvement
Median Turf Reduction Program$1,535,000
& Water Funds
Annual Meter Replacement Program$350,000Water Fund
Valve Replacement Program
$195,000Water Fund
Huntington Drive Sewer Capacity
$455,000Sewer Fund
Improvement Project
Well Inspection and Rehabilitation Program$225,000Water Fund
Capital Improvement
Pavement Rehabilitation Program
$1,530,000
& Measure R Funds
Fire Station 105 Roof Restoration Project
$300,000Capital Improvement
Capital Improvement,
Arterial Rehabilitation Program / Huntington
$2,000,000Prop C,
Dr.from Santa Clara to Fifth Ave.
& Transportation Funds
Sunset Blvd. at Fairview Ave. Traffic
$450,000Transportation Funds
Signalization Project
Council Chamber Restroom Renovation$150,000Capital Improvement Fund
As shown in the table below, the Equipment Replacement Fund will achieve a more
sustainable balance through FY 2021-22than the Capital Improvement Fund, but is still
shown to decrease steadily based on available funds to deposit. This fund is projected
to have a balance of $2.6million at the end of FY 2021-22. However, this is based on
an economy thatwill not falter in the next few years and an expectation that the
organization will not significantly expand in other areas.
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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Equipment Replacement Fund Balance
(in $ millions)
Equipment Purchase/Replacement
12
Additional Funding
Equipment Replacement Fund Balance
10
8
6
4
2
0
2012-132013-142014-152015-162016-172017-182018-192019-202020-212021-22
The Equipment Plan proposes 40different equipment purchases totaling $2.4million in
expenditures,of which $2.1million would be paid for from the Equipment Replacement
Fund. The table below summarizes some of the major proposed equipment purchases.
FISCAL YEAR 2017-18MAJOR EQUIPMENT REPLACEMENT PURCHASES
Replacement
Equipment Replacement DescriptionBudgetFunding Source
Equipment Replacement
Water and Sewer Billing Program
$142,500
& Water Fund
City Firewall –Intrusion Prevention
System, logging, and application
$39,400Equipment Replacement Fund
control across City network
Police Dept. Vehicle Replacement:
4new Patrol vehicles; Installation of
communication, emergency, &
$228,800Equipment Replacement Fund
fueling transmitter packages
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
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FISCAL YEAR 2017-18MAJOR EQUIPMENT REPLACEMENT PURCHASES
Replacement
Equipment Replacement DescriptionBudgetFunding Source
Street Division Vehicle Replacement:
1new Aerial Lighting Lift Truck; 1
new ½ ton 4x4 PU Truck; Installation
$163,000Equipment Replacement
of communication, emergency, and
fueling transmitter packages
Dispatch Center Radio Console
Replacement$600,000Equipment Replacement
Library Furniture Replacement
$132,900Equipment Replacement
It is imperative that the City have the discipline to continue depositing funds into these
accounts at or above the minimum required contributions to help them approach
sustainablelevels.
CONCLUSIONS
The FY 2017-18General Fund Operating Budget, as proposed, is balanced and
provides funding to meet ongoing equipment and capital needs. This is based on Total
Operating Revenues of $62.2million,Operating Expenses of$60.6million, including
new programs, and transfers of $1.5million to the Capital and Equipment Replacement
Funds in order to continue replenishing those essential accounts. The proposed Budget
reflects a continuation of the slow, but steady,revenue growthseen in recent fiscal
years and near-term expenditure growth that is fairly constrained. However, special
care and attention needs to be given to future years as pension costs will grow at a rate
considerably higher than previously expected.
The proposed FY 2017-18Operating Budget is a sound financial plan that allows the
City to continue its critical infrastructure improvements and maintain exceptional service
levels to our community. The Budget meets the City Council’s direction to set aside
funds to mitigate long-term liabilities.By implementing this Budget, the City’s staff will
maintain its commitment to providing the Arcadia community with unsurpassed service
in a fiscally responsible manner.
Attached to this staff report are the following:
Exhibit“A”:Summary of Sources and Uses of Funds for All Funds reflectingthe
proposed Operating Budget presented to Councilfor adoption
Adoption of the 2017-18 Operating Budget and
CIP and Equipment Plan Resolutions
June 6, 2017
Page 16of 16
Exhibit“B”:Summaryof the proposed Five-year CapitalImprovementand
Equipment Replacement Plan
RECOMMENDATION
It is recommended that the City Council:
1)Adopt Resolution No.7170adopting a Budget for Fiscal Year 2017-18and
appropriating the amounts specified therein as expenditures from the Funds; and
2)Adopt Resolution No. 7171adopting a Capital Improvement and Equipment Plan
for Fiscal Years 2017-18through 2021-22.
Attachments:Exhibit “A”–All Funds Budget Summary
Exhibit “B”–Five Year Summary of Capital and Equipment Plan
Resolution No. 7170
Resolution No. 7171
Exhibit A
All Funds Budget Summary
FY 2017-18
SOURCES OF FUNDSUSES OF FUNDS
Beginning Ending Fund
FundFund BalanceOutsideTransferTotalAppropriationTransferTotalBalance
FY17-18SourcesInOutFY17-18
General Fund7,217,30058,419,4003,738,10069,374,80059,733,5002,366,50062,100,0007,274,800
Narcotic Seizure Federal369,3008000370,100148,9000148,900221,200
COPS257,300144,8000402,100150,1000150,100252,000
Local Law Enforcement084,000124,100208,100208,1000208,1000
Medical/Dental338,60004,055,6004,394,2004,055,60004,055,600338,600
IRS Task Force458,8001,0000459,800000459,800
Worker Compensation/Liability3,061,80030,6002,357,8005,450,2002,357,80002,357,8003,092,400
Homeland Security 010,000010,00010,000010,0000
Office of Traffice Safety Grant0104,4000104,400104,4000104,4000
Misc. P.E.R.S. Employee Retirement Fund1,351,600001,351,6000001,351,600
Emergency Reserve10,147,1000010,147,10000010,147,100
Parks & Recreation9,575,000947,900010,522,90024,300024,30010,498,600
Traffic Safety0220,0000220,000220,0000220,0000
Public, Educational/Governmental Access721,20092,2000813,400200,0000200,000613,400
Used Oil Grant22,50016,400038,9006,00006,00032,900
DOC Beverage Grant 26,30015,600041,90015,300015,30026,600
Solid Waste1,350,700505,70001,856,400405,000112,000517,0001,339,400
State Gas Tax78,4001,596,00701,674,4071,446,30001,446,300228,107
Air Quality Management District55,60073,0000128,60098,400098,40030,200
Community Development Block Grant0627,9000627,900627,9000627,9000
Santa Anita Grade Separation1,010,80010,10001,020,900230,0000230,000790,900
Transit0822,6791,521,6212,344,3002,344,30002,344,3000
Proposition A1,119,1181,072,25302,191,3711,150,37001,150,3701,041,001
Transportation Impact Fund1,222,700312,20001,534,9001,250,00001,250,000284,900
Proposition C126,644881,41601,008,060894,3000894,300113,760
TDA Article 3 Bikeway050,000050,00050,000050,0000
STPL & ITS Special Fund00000000
Measure R1,118,7361,621,30002,740,0361,690,05101,690,0511,049,985
Measure M0710,6930710,693000710,693
Capital Improvement7,649,2001,526,50009,175,7004,353,60004,353,6004,822,100
City Hall Reserve1,500,000001,500,0000001,500,000
Lighting Maintenance105,800494,900742,4001,343,1001,237,30001,237,300105,800
Kaitlyn Place Landscaping District2,500002,5000002,500
Water Fund19,154,50012,111,700031,266,20015,893,500015,893,50015,372,700
Sewer Fund4,843,3002,096,80006,940,1001,916,00001,916,0005,024,100
Equipment Replacement6,589,100825,90007,415,0002,142,20002,142,2005,272,800
Redevelopment Successor Agency02,957,20002,957,2002,957,20002,957,2000
General Obligation Bond 2012363,200418,0000781,200418,0000418,000363,200
General Obligation Bond 2011490,500597,40001,087,900597,8000597,800490,100
Total80,327,59889,398,74812,539,621182,265,967106,936,2212,478,500109,414,72172,851,246
Exhibit B
CITY OF ARCADIA
SUMMARY OF PROPOSED FIVE YEAR CAPITAL PROGRAMS
FISCAL YEAR 2017-18 THROUGH 2021-22
ESTIMATEDESTIMATEDPROPOSEDESTIMATED
FUND DESCRITPIONFUNDSFIVE-YEARFIVE-YEARFUNDS
7/1/2017REVENUEEXPENDITURE6/30/2022
7,649,2007,429,800 (14,121,500) 957,500
CAPITAL OUTLAY FUND
GAS TAX FUND78,40010,676,447 (10,662,034) 92,813
126,6444,519,132 (4,630,000) 15,776
PROP C FUND
1,222,7001,522,800 (2,400,000) 345,500
TRANSPORTATION IMPACT FUND
MEASURE R LOCAL RETURN1,118,7364,383,200 (4,528,642) 973,294
4,843,30011,801,600 (9,679,300) 6,965,600
SEWER FUND
6,589,1004,023,600 (8,035,400) 2,577,300
EQUIPMENT FUND
18,887,500(3,938,400) (9,282,800) 5,666,300
WATER FACILITY RESERVE
926,600821,200 (1,374,800) 373,000
WATER EQUIPMENT RESERVE
55,600366,800 (188,000) 234,400
AQMD