HomeMy WebLinkAbout04-23-2012 Budget Study Session MINUTES
SARATOGA SPECIAL CITY COUNCIL MEETING
BUDGET STUDY SESSION
SARATOGA CITY HALL—ADMINISTRATIVE CONFERENCE ROOM
APRIL 23,2012
CALL MEETING TO ORDER
Mayor Page called the meeting to order at 6:07 p.m.
ROLL CALL
PRESENT Council Members Manny Cappello, Howard Miller, Emily Lo,
Vice Mayor Jill Hunter, Mayor Chuck Page
ABSENT: None
ALSO PRESENT: Dave Anderson, City Manager
Crystal Morrow, City Clerk
John Cherbone, Public Works Director
Mary Furey, Finance and Administrative Services Director
James Lindsay, Community Development Director
Michael Taylor, Recreation& Facilities Director
Mainini Cabute, Administrative Analyst II
REPORT ON POSTING OF AGENDA
City Clerk Crystal Morrow reported that pursuant to Gov't. Code 54954.2, the agenda for
this meeting was properly posted on April 20, 2012.
ORAL COMMUNICATIONS ON NON-AGENDIZED ITEMS
Terrie Creamer with the Saratoga Monte Sereno Community Foundation addressed the
Council and asked the Council to consider allocating a portion of the funds needed to
replace the flooring in the Joan Pisani Community Center Multipurpose Room.
Additionally, she suggested that the City partner with the Saratoga Monte Sereno
Community Foundation to raise the remaining funds needed to replace the flooring. The
project cost is estimated at $60,000.
Nancy Jamello, Saratoga resident and City of Saratoga Recreation yoga instructor,
encouraged the Council to fund replacement of the Multipurpose Room floor. She also
raised concerns about the lack of business in the El Quito Shopping Center.
COUNCIL DIRECTION TO STAFF
Council directed staff to identify and return to Council with flooring upgrade options that
do not require removal and replacement of the existing flooring, such as temporary dance
floors, encapsulation of the current flooring, and partial replacement.
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1. Review of FY 2012/13 Proposed Operating and Capital Budgets and Financial
Policies
Recommended Action:
Review, consider, ask questions, and discuss staffs proposals for the FY 2012/13
Operating and Capital Budgets and updates to the financial policies, and
subsequently, provide consensus direction to staff.
Finance and Administrative Services Director Mary Furey informed the Council
that she planned to cover 3 different areas during the meeting, including the
Operating Budget,the proposed additions to the Capital Budget, and financial
policies.
Operating Budget
Finance and Administrative Services Director Mary Furey then proceeded to
provide an overview of the FY 2012/12 Operating Budget. She explained some of
the changes to the Operating Budget, including increases in Internal Service
Funds and elimination of Trust Service Funds.
Council Member Miller asked about increases in liability and risk management
expenditures.
Finance and Administrative Services Director Mary Furey explained that the
increase is the result of higher premiums and claims. She added that budget
expenditures for Workers Compensation have also increased as a result of an
increase in premiums and claims.
Council Member Miller inquired about increases in vehicle and building
maintenance.
Finance and Administrative Services Director Mary Furey explained that in recent
years, funds for these expenses were reduced as a cost saving measure to the
General Fund. However, declining support for vehicle and building maintenance
have placed the maintenance program behind schedule. Consequently, funding for
vehicle and building maintenance was increased this year to avoid deferred
maintenance.
Council Member Miller asked about funding allocated to the Capital Budget,
including the additional funding allocated to parks and trails capital projects.
Finance and Administrative Services Director Mary Furey shared that the
increases are partly due to anticipated grant funds and funding for the Quarry
property master plan.
Council Member Miller asked for additional information on changes to property
tax revenue and estimates for sales tax revenues.
Finance and Administrative Services Director Mary Furey noted that property tax
revenues for this fiscal year are projected to increase slightly as a result of
turnover in property ownership. She also explained that sales tax revenues do not
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necessarily reflect sales taxes generated during a given fiscal year. The State
estimates sales tax revenues for the year then refunds or bills the City the
following year based on actual sales tax revenues. Approximately $35,000 in
sales tax revenues from a San Jose store was incorrectly applied to Saratoga. The
correction will be made in the next year.
Council Member Cappello asked about the amount of transient occupancy tax
revenues expected in the next fiscal year.
Finance and Administrative Services Director Mary Furey said she projected
transient occupancy tax revenues to remain steady.
Mayor Page asked how transient occupancy tax levels are established.
Finance and Administrative Services Director Mary Furey said that it is a tax that
is voted upon by residents in the City.
Council Member Lo asked about changes in business license fee revenues
following the business license audit.
Finance and Administrative Services Director Mary Furey said that they are
expected to level out in FY 2012/13.
Council Member Miller observed that revenues in Fees, Licenses, and Permits,
which includes development fees, have seen a slight uptick.
Mayor Page asked Finance and Administrative Services Director Mary Furey
what is included in Charge for Services.
Finance and Administrative Services Director Mary Furey explained that this
category includes any services that the City charges a fee for, such as recreation
classes and planning services. She added that rental activity has increased.
Vice Mayor Hunter asked if the improvements at Saratoga Prospect Center have
resulted in increased rentals.
Recreation and Facilities Director Michael Taylor answered that the
improvements have increased rentals.
Mayor Page asked if the improvements also resulted in higher maintenance costs.
Recreation and Facilities Director Michael Taylor said that maintenance costs for
the floor in Friendship Hall of Saratoga Prospect Center will increase as the floor
ages. Additionally, renters occasionally cause damage to the floor. However, the
Recreation and Facilities Department charges a higher security deposit to pay for
any damage.
Council Member Miller asked about the source of Fund Transfer In on the
summary of total revenues and transfers in.
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Finance and Administrative Services Director Mary Furey explained that the
funding is from gas tax revenues. She then explained that salaries and benefits
have decreased in FY 2012/13 by more than $27,000. This is in addition to the
negotiated decreases that took effect in FY 2011/12. The decrease is due to a
reduction in full time employees, including the Code Compliance Officer and a
Public Works Maintenance Worker.
City Manager Dave Anderson added that the City may want to consider filling the
Code Compliance Officer position when the budget is stronger.
Finance and Administrative Services Director Mary Furey noted that while there
is a reduction in staffing in Public Works, work is being contracted out.
Vice Mayor Hunter asked for additional information about changes to oversight
of economic development and special events.
City Manager Dave Anderson explained that all economic development functions
are now being handled by Community Development and special event permits
and special event grant funding will be managed by the City Manager's Office.
Council Member Cappello asked if funding for a Code Compliance Officer has
been maintained in the budget.
City Manager Dave Anderson said that while the position is being held open, the
position will not be funded.
Council Member Lo suggested that the City make it clear that Code compliance
issues are still being handled by the City, even though the Code Compliance
Officer position is vacant. She also asked that information on the website and
code compliance hotline be updated to reflect the change in staffing.
Council Member Miller asked why contract services have increased.
City Manager Dave Anderson explained that contract services have gone up due
to an increase in the contract with the Santa Clara County Sheriff's Office,the
addition of contracts for landscape maintenance at the Civic Center and Saratoga
Library, and the update of the Noise Element of the General Plan.
Vice Mayor Hunter noted that she thought that the Noise Element update would
cost$75,000.
Community Development Director James Lindsay explained that the Noise
Element update would cross fiscal years. Consequently, $50,000 is proposed for
the Noise Element update in FY 2012/13 and $25,000 for FY 2013/14.
Vice Mayor Hunter asked staff to provide the attorney costs associated with the
sign ordinance update.
Finance and Administrative Services Director Mary Furey explained changes in
the General Fund Balance Reserves under the new Government Finance Officers
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Association(GFOA) structure. In particular, she explained distinctions and
changes in the definitions of unassigned fund balances, assigned fund balances,
committed fund balances, and restricted fund balances as well as how existing
reserves fall within these different categories.
Finance and Administrative Services Director Mary Furey concluded the
overview of the Operating Budget and moved on to the Capital Budget after a 10
minute break.
Capital Budget
Finance and Administrative Services Director Mary Furey asked Public Works
Director John Cherbone to provide an overview of proposed projects in the Streets
Program and Parks and Trails Program of the Capital Budget.
Streets Program
Public Works Director John Cherbone provided a summary of the Fruitvale
Avenue Median Improvements Project, which will be a joint project between the
City of Saratoga and West Valley College. Approximately 72% of the project will
be funded by West Valley College.
Mayor Page expressed concerns about the impact to roadways from traffic to and
from the college and asked if there are ways to mediate the impact, such as a road
impact fee.
Public Works Director John Cherbone said that the City could look into
opportunities to introduce a road impact fee if the bond for the college on the June
ballot is approved.
Public Works Director John Cherbone then reviewed the Arroyo de Arguello
Outfall Repair, which will be a joint project with the Santa Clara Valley Water
District.
Council Member Miller asked if the storm drain would be replaced with
corrugated metal.
Public Works Director John Cherbone said that it will most likely be replaced
with concrete.
Vice Mayor Hunter asked if the Water District would be interested in taking over
the entire project.
Public Works Director John Cherbone said he thought that was unlikely, since the
Water District is already taking responsibility for the repair work to the creek
bank.
Public Works Director John Cherbone then moved on to the Quito Road Storm
Drain Project, which would add a storm drain on Quito Road and connect it to the
existing drain system.
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Public Works Director John Cherbone provided a brief description of the
proposed Parker Ranch Retaining Wall Repair project, which would repair two
retaining walls in the Parker Ranch area that are starting to fail.
Council Member Cappello asked if the project would include repair or
replacement of the retaining walls and if the repairs or replacement would be done
with wood or concrete.
Public Works Director John Cherbone stated that project includes repair of one
retaining wall and replacement of the other. The work will probably be done with
concrete, since it has a longer lifespan than the wood currently used for the
retaining walls.
Parks & Trails Program
Public Works Director John Cherbone then reviewed the Quarry Property Park
and Trail Master Plan project proposed for the Parks and Trails Program of the
Capital Budget. He indicated that the requested funding would allow the begin
work on a basic master plan.
Council Member Miller expressed concerns about the timeframe of the master
plan development, because the City has a limited amount of time to develop a
master plan, including plans to connect the property with the neighboring San
Jose Water Company property and establish a trail across private property to
Hakone. Consequently, $100,000 may not be enough for the master plan to be
completed in sufficient time. Council Member Miller noted that there are a
number of tasks that need to be done immediately, such as a good topographical
map of the property, before a master plan can be developed.
Mayor Page asked about the timeline to annex the Quarry property.
Community Development Director James Lindsay said that the City is in the
process of completing the Garrod property annexation. Once that is complete,
probably in late summer or early fall,the City will apply for an expansion of the
urban service area boundaries and then annexation of the Quarry property. He
added that he would prepare an article on the timeline of the process for the
weekly Council Newsletter.
Mayor Page expressed concerns that funding for the master plan may be
insufficient.
City Manager Dave Anderson noted that the Council could consider increasing
funding for the project to conduct a more expansive study and make
improvements to the property to make portions of it accessible to the public.
Public Works Director John Cherbone added that $100,000 is not enough to do
the full master plan and make the property accessible. Development of the master
plan will depend on initial costs associated with mitigation work and creation of a
topographical map.
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Council Member Howard Miller suggested that the funding for the project be
increased to $250,000 this fiscal year to make improvements that will allow
public entry to the property, develop a topographical map, and create a master
plan. Additional funding for the project can be allocated in future budgets, if
needed.
Council Member Cappello asked if work done now to make the park accessible
and usable would potentially conflict with uses or improvements identified in the
master plan.
Public Works Director John Cherbone said he felt that work to make the property
safe and accessible to the public would not be significant. Furthermore,the master
plan will most likely maximize use of the existing grading and trails. While the
master plan may call for improvements to existing trails,parking areas, or other
features, it probably will not require a complete overhaul or relocation of these
attributes.
Council Member Lo asked if a master plan is necessary, since there are already
existing trails on the property.
Public Works Director John Cherbone said that the master plan is necessary, but
can be done in phases, beginning with a conceptual plan.
Vice Mayor Hunter said that she felt residents should be informed of the planning
process and be given the opportunity to be involved.
Mayor Page recommended that the funding for the project be increased to
$300,000 for FY 2012/13 to allow for any contingencies.
Facilities Improvement Program
Following conclusion of the Council's discussion on the Parks and Trails Program
of the Capital Budget, Recreation and Facilities Director Michael Taylor reviewed
proposed projects in the Facilities Improvement Program. The first project he
reviewed was the Electronic Door Lock System—Phase 2, which would replace
manual locks with electronic key card locks at the Saratoga Prospect Center,the
City's Corporation Yard, and a number of buildings throughout the City used by
Public Works.
Recreation and Facilities Director Michael Taylor then summarized the
Emergency Power Backup—Phase 2 project. This project would install an
emergency power generator for the City's server room and the Community
Development/Public Works building. The first phase of this project upgraded the
City's electrical panel.
Vice Mayor Hunter asked how often the City experiences power outages that
impact City Hall.
City Manager Dave Anderson said that there are generally 2 power outages per
year that affect City Hall and they typically occur when the City is responding to
other issues, such as storms.
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Recreation and Facilities Director Michael Taylor added that the City currently
has to manually connect the servers to a generator when the power goes out.
Mayor Page raised concerns about the necessity of the project.
Council Member Miller indicated he felt troubled by the amount of money
proposed for the project.
City Manager Dave Anderson explained that most City Halls have similar
emergency generators that allow City operations to continue as usual during
power outages.
Mayor Page asked if the project is a high priority and what the timeline of the
project would be.
Recreation and Facilities Director Michael Taylor responded that it is a high
priority and if funding is allocated to the project then it could be completed by
April 2013.
Administrative Improvement Program
City Clerk Crystal Morrow provided a brief update on the Safety Element Update,
which is budgeted within the Administrative Improvement Program in the Capital
Budget.
Council Member Miller asked why the Safety Element Update is part of the
Capital Budget rather than the Operating Budget, like the expenses associated
with the Noise Element update.
Finance and Administrative Services Director Mary Furey explained that the
Safety Element Update is part of the Capital Budget, because it is a one-time,
grant funded, and non-routine expense. Funding for the Noise Element in the
Operating Budget reflects costs associated with consultants that will be working
on the more technical aspects of the Noise Element update.
Recreation and Facilities Director Michael Taylor provided an explanation of the
Risk Management Mitigation Project, noting that the intent of the project is to
reduce exposure to risk and liability.
Council Member Miller raised concerns that the project would fund operational
issues and asked why it was included in the Capital Budget.
City Manager Dave Anderson clarified that it would be used to proactively
mitigate exposure to risk as projects arise or come to the City's attention.
Finance and Administrative Services Director Mary Furey added that including
the project in the Capital Budget makes it easier to allow the funding to continue
across fiscal years.
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Recreation and Facilities Director Michael Taylor also noted that he has a list of
more than 100 projects that will mitigate risks associated with accessibility
requirements.
Mayor Page recommended that the funding be limited to projects that mitigate
ADA risks and that the project description in the Capital Budget includes a
specific list of high priority projects to be funded through the project.
Community Development Director James Lindsay then introduced the proposed
addition of the Condition Use Permit(CUP)Reimbursement Program to the
Capital Budget. Because the program crosses fiscal years, adding it to the CIP
allows the program to remain in the budget until funding for the program is
expended or reallocated.
Council Member Miller expressed concerns about the benefits the CUP
Reimbursement Program and shared that he feared it does not significantly
contribute to economic development in the City of Saratoga.
Vice Mayor Hunter asked if there is a time limit on how long applicants have to
use a CUP Reimbursement after it is granted.
Community Development Director James Lindsay responded that there is no time
limit, but time limits could be added as a condition of the CUP Reimbursement
Program.
Mayor Page said he felt that reimbursing the cost of a CUP, which is not a
significant expense, may not be a very attractive incentive to businesses.
Council Member Miller noted that the CUP Reimbursement Program was started
at the same time that other changes intended to encourage economic development
were launched, such as the expedited CUP process and the Village Façade
Improvement Program. These other incentives may be more effective than the
CUP Reimbursement Program.
Vice Mayor Hunter observed that the CUP Reimbursement Program has helped
some Village businesses, such as the Vine Life.
Council Member Lo added that while a CUP reimbursement may be a relatively
small portion of business start up costs, it is still acts as an incentive to businesses
that are considering a location within Saratoga.
Mayor Page said he worried that businesses that choose to locate in Saratoga
strictly based on the CUP Reimbursement Program may not have the capital or
planning needed to start a successful business.
Council Member Lo argued that business savvy individuals will open their
businesses where the cost of entry is lowest.
Council Member Miller added that the cost of entry in Saratoga is already among
one of the lowest in the area. The City may attract more businesses just by
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reducing the cost of all CUPs rather than maintaining the CUP Reimbursement
Program.
Council Member Cappello noted that the length of time to start a business is
usually a bigger concern than cost of entry when selecting a business location. To
that end,the expedited CUP program may be more effective than CUP
reimbursements. While the CUP reimbursement is a nice incentive, it may not be
enough to influence a business owner to locate in Saratoga.
Council Member Lo suggested that the funding proposed for the CUP
Reimbursement Program could be used instead for other businesses incentives,
not limited to the Village.
Mayor Page shared that there is interest in holding monthly food truck gatherings
in the City. They City may want to consider using its business incentive funding
to encourage these types of activities that increase business in Saratoga.
Council Member Miller suggested that staff return to Council with
recommendations for how the $25,000 could be used for business development.
Council Member Cappello indicated he would like to review uses of the business
development funds on an annual basis.
Council Member Miller questioned whether the CUP Reimbursement Program
should be in the Capital Budget.
The Council consented to keep the business development funds in the Capital
Budget and noted that funding should not be limited to business development in
the Village.
Mayor Page suggested that it would be better if uses of the business development
program funds are driven by the needs of the business community, rather than
being strictly determined by the City. Mayor Page pointed to Destination Saratoga
as an example of how the business community can effectively steer local
economic development efforts.
Unfunded Capital Projects
Finance and Administrative Services Director Mary Furey then introduced
unfunded capital projects proposed to be added to the City's Capital Improvement
Plan.
Mayor Page asked that the location of the Saratoga Creek Trail be amended to 4th
Street to Saratoga-Sunnyvale Road, instead of Walnut Avenue to Saratoga-
Sunnyvale Road.
Financial Policies
Finance and Administrative Services Director Mary Furey introduced discussion
on the City's financial policies. She reviewed changes influenced by
Governmental Accounting Standards Board(GASB) 54 requirements regarding
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fund balance reporting and governmental fund type definitions. The City's
policies include maintaining an Other Unassigned Reserve of$500,000 and a
proposed policy that General Fund Reserves are a minimum of 20% of General
Fund appropriations.
Council Member Miller asked for clarification on the purpose of the $500,000
Other Unassigned Reserve.
City Manager Dave Anderson explained that the Other Unassigned Reserve
provides fluidity for cash flow and budget stability in the event of a catastrophic
event.
Mayor Page asked if the Council could use the funds, if needed.
Finance and Administrative Services Director Mary Furey said that the money
could be spent, but would require a vote of the Council.
Council Member Miller suggested that the Other Unassigned Reserve seems to
serve a similar purpose to the Economic Uncertainty Reserve. It may warrant
further discussion on the part of the Finance Committee to determine if the
purposes of the various reserves need to be more specific or clarified.
Finance and Administrative Services Director Mary Furey added that another
proposed change to the Fund Balance Reserve policies is to add $100,000 to the
Hillside Stability Reserve annually, until the reserve balance reaches $1,000,000.
Council Member Lo asked if the existing balance of$500,000 is sufficient for a
hillside disaster.
City Manager Dave Anderson shared that estimates suggest that $1,000,000 is a
good minimum for the Hillside Reserve Fund.
Mayor Page added that during a large disaster, the City could also seek financial
assistance from FEMA.
Council Member Lo asked if the City would rebuild the reserve if a portion of it
had to be used.
City Manager Dave Anderson clarified that if some of the Hillside Stability
Reserve had to be used, then the City would rebuild the balance until it reached
$1,000,000.
Finance and Administrative Services Director Mary Furey also shared that a
policy on Capital Improvement Plan funding priorities should have been included
in the draft Financial Policies. This policy would state the Council's previous
direction to automatically give funding priority to ministerial capital projects,
including the Annual Sidewalk Repairs project, Annual Storm Drain Repairs
project, Annual Roadway Safety and Traffic Calming project, and, now with
Council's approval, the Risk Management/ADA Mitigation project.
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COUNCIL DIRECTION TO STAFF:
- Provide Council with Joan Pisani Community Center Multipurpose Room
flooring upgrade alternatives to floor replacement at the May 16, 2012
City Council Meeting.
- Clarify City information on Code compliance to reassure residents that
Code issues are still being handled by the City.
- Update Council on the attorney costs associated with the sign ordinance
update.
- Increase funding for the Quarry Property Park and Trail Master Plan to
$300,000.
- Limit the Risk Management Mitigation project to ADA risk mitigation and
include a list of high priority improvements to be paid for through the
project in the project description.
- Eliminate the proposed CUP Reimbursement Program from the Capital
Budget, replace it with a new business development program, and return
to Council with suggested uses for the program funds. Consider options
that take business community interests, needs, and opinions into account.
Allow Council to review the business development program annually.
- Revise the location of the unfunded Saratoga Creek Trail capital project
from Walnut Avenue to Saratoga-Sunnyvale Road to 4th Street to
Saratoga-Sunnyvale Road.
- Take the General Fund Reserve definition to the Finance Committee for
clarification and distinction.
ADJOURNMENT
Mayor Page adjourned the meeting at 9:38 p.m.
Minutes respectfully submitted:
I
00(YD/U
Crysta orrow
City Clerk
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