HomeMy WebLinkAbout75B - PH - 2012-2013 BUDGET AND MISC FEES SCEDULE
REQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY:
JUNE 4, 2012
TITLE: APPROVED
? As Recommended
PUBLIC HEARING - FISCAL YEAR ? As Amended
2012-13 CITY BUDGET ? Ordinance on 15t Reading
? Ordinance on 2"d Reading
? Implementing Resolution
? Set Public Hearing For
CONTINUED TO
FILE NUMBER
CITY MANAGER
RECOMMENDED ACTION
1. Adopt an ordinance appropriating monies for the fiscal year commencing July 1, 2012.
2. Adopt Fiscal Policy and approve an appropriation adjustment to shift Risk Management funds
and enhance General Fund reserve levels.
3. Adopt a resolution amending resolution numbers 82-110, 91-066 and 96-095 to effect certain
changes to the City's basic classification and compensation plans.
DISCUSSION
The 2012-13 fiscal year budget fulfills the City's purpose of providing quality service to enhance
the safety, livability and prosperity of our community. The primary fiscal objective for 2012-13 is to
establish the foundation and base-line to build upon future budgets as well as community and
organizational needs. As such, this budget continues established strategies to move the City into
long-term financial stability while maintaining core programs and services to the extent possible.
The total annual proposed budget for fiscal year 2012-13 is $409,856,985 and incorporates all
funded appropriations related to the General Fund, Internal Service, Enterprise, Special,
Community Development and Housing, Capital Improvement Projects and Grant funding. The
General Fund budget is estimated at $196.5 million or the equivalent of approximately 50% of the
total annual proposed budget. The General Fund supports those functions most commonly
associated with city government such as police, fire, recreation, library, planning and building,
street maintenance and general city administration. In an effort to protect critical front-line
services provided to the public, the proposed budget integrates various expenditure reduction
75B-1
Public Hearing - Fiscal Year 2012-13 City Budget
June 4, 2012
Page 2
strategies which include the outsourcing of the Fire Department to the Orange County Fire
Authority (OCFA), bargaining unit concessions, elimination of vacant funded positions, maintaining
vacancies, and continued evaluation of all business practices to reduce organizational
redundancies and improve efficiency.
As a result of uncertainty at the State level, the global financial crisis and the current economic
impact on local and state resources, developing strategies for long-term financial sustainability has
become even more important. At the direction of City Council and the City Manager, staff has
begun the process of reviewing all elements of its fiscal and budgetary position in order to identify
and address any outstanding budgetary issues. As such, the recommended fiscal policy begins
the process of developing comprehensive fiscal guidelines and objectives. In order to ensure long-
term financial sustainability, it is imperative that the City adopt a reserve policy that not only
protects operations from major economic events, but provides a financial foundation that allows for
organizational growth.
The recommended reserve policy is consistent with Government Finance Officers' Association
(GFOA) recommended reserve levels of 15%. However, Staff is recommending a two-tier reserve
structure that will help protect the City at two levels. The main reserve balance is meant to prevent
the City from automatically depleting reserves to address structural gaps and maintains cash flow
balances. The second tier identified as the reserve for Economic Uncertainty provides a basis to
bridge sudden changes resulting from negative economic changes, legislative impacts, or
unanticipated cost increases. The fiscal policy also provides budgetary guidelines that define a
balanced budget, the use of one time funds and outlines a plan to consider new programs and
personnel. It is the intent to continue expanding the policy through the development of reserve and
operational guidelines for the remaining internal and enterprise fund operations.
In addition, with the departure of the Fire Department, required reserve levels for liability and
workers compensation related issues have been greatly reduced. Any remaining liability exposure
to the City will continue to decline with OCFA now assuming responsibility. As such, staff is
recommending that contributed balances made by the Fire Department be assigned to the
Unassigned Reserve Balance Account of the General Fund. The transfer will immediately place
the City on the road for attaining an appropriate reserve level and position the City to request a
review of its downgraded rating related to the City Hall Expansion as well as petition OCFA in 2014
for the release of approximately $2.8M payment surety funds. The transfer does not negatively
impact any of the actuarial reserve requirements needed for each of the Risk Management funds.
In fact, each fund still maintains three months of operational reserves in addition to the actuarial
requirements.
With regard to workforce changes, a net total of 307 positions which are currently vacant will be
deleted from the budget. The elimination of these positions is part of the City's budget reduction
strategy which incorporates the outsourcing of Fire Services to OCFA. The proposed resolution
amends prior resolutions by adding classification titles and 6-step and 15-step salary rate ranges,
and the designation of several new classification titles, most of which also result from
departmental reorganizations.
75B-2
Public Hearing - Fiscal Year 2012-13 City Budget
June 4, 2012
Page 3
FISCAL IMPACT
With approval of the proposed budget, $409,856,985 will be appropriated to the City's various
funds, departments, programs and enterprise activities. Of that amount $196,497,775 will be
appropriated to the various general fund operating departments. Upon approval of the
appropriation adjustment, $7,513,235 will be transferred from Risk Management fund balance
accounts (08009002-50001 and 08209002-50001) into the General Fund reserve appropriation
account (01105015-69011).
APPROVED AS TO FUNDS AND ACCOUNTS:
o
Francisco Gutierrez
Executive Director
Finance & Management Services Agency
75B-3
Iss05/17/12
ORDINANCE NO. NS-
AN ORDINANCE OF THE CITY COUNCIL OF THE
CITY OF SANTA ANA APPROPRIATING MONIES TO
THE SEVERAL OFFICES, AGENCIES AND
DEPARTMENTS OF THE CITY FOR THE FISCAL
YEAR COMMENCING JULY 1, 2012
THE CITY COUNCIL OF THE CITY OF SANTA ANA DOES ORDAIN AS
FOLLOWS:
SECTION 1: The City Council of the City of Santa Ana hereby, finds,
determines and declares as follows:
A. The City Manager has prepared and submitted to this Council,
pursuant to the provisions of Section 605 of the City Charter, a
proposed budget for expenditures for the fiscal year commencing
July 1, 2012, together with his budget letter dated May 21, 2012.
B. In accordance with Section 606 of the City Charter, a public
hearing has been held upon the said proposed budget of
expenditures after notice of such public hearing had been published
in the manner prescribed in said Section 606 of the City Charter.
C. The proposed budget of expenditures duly submitted and
considered as hereinbefore stated, together with any supplemental
revisions and amendments thereto, was approved, adopted and fixed
by the Council as the annual budget of the City for the fiscal year
commencing July 1, 2012, in the amounts and for the funds,
purposes, functions, department activities and programs as therein
set forth, including the Seven-Year Capital Improvement Program
Plan update. Said adopted budget, including said supplemental
revisions and amendments, together with a copy of this appropriation
ordinance, shall be placed in the official files of the Clerk of the
Council.
SECTION 2: There are hereby appropriated to the several offices,
agencies, and departments of the City, being the respective objects and purposes
specified in that certain document entitled "City of Santa Ana Annual Budget 2012-
2013," a copy of which is on file in the Office of the Clerk of the Council, out of the
various funds of the City for fiscal year 2012-2013, the several amounts stated as
proposed expenditures from said funds, respectively, in those columns of said
Budget that are headed "Approved Budget 12-13." Each aggregate of expenditures
so specified in said Budget for said fiscal year for each program shall be deemed to
be an appropriation for a single object and purpose within the meaning of Section
75B-4
609 of the Charter, except that as to any office, department, or agency of the City
for which more than one program is designated in Section 2 (General Fund
Operating Budget) of the said Budget, the aggregate expenditure authorized for all
programs in said Section 2 of each such office, department, or agency shall be
deemed to be an appropriation for a single object and purpose within the meaning
of Charter section 609.
SECTION 3: The appropriations hereby made shall constitute the
maximum expenditures authorized for the several offices, agencies, and
departments opposite which the amounts of such appropriations are shown in such
Budget.
SECTION 4: No warrant shall be issued or indebtedness incurred for
any purpose which exceeds the unexpended balance of the appropriations
established by this ordinance, unless such appropriation shall have been amended
or supplemented by the City Council in the manner set forth in Section 609 of the
Charter. The City Manager is hereby authorized to make revisions between the
items included within any such appropriation if, in his opinion, such revisions are
necessary and proper.
SECTION 5: The Executive Director of Finance and Management
Services is hereby authorized to transfer monies in accordance with the Interfund
Transfers listed in said Budget in such amounts and at such times during the fiscal
year as he may determine necessary to the competent operation and control of City
business, except that no such transfer shall be made in contravention of State law
or City ordinance or exceed in total the amount stated herein or as amended by the
City Council.
SECTION 6: One certified copy of this appropriation ordinance
together with a certified copy of each amendment thereto shall be transmitted by
the Clerk of the Council to the Executive Director of Finance and Management
Services.
SECTION 7: The City Council of the City of Santa Ana hereby
adopts the Seven-Year Capital Improvement Program commencing at 2012-
2013, as set forth in the 2012-2013 City Budget.
SECTION 8: Upon and from the effective date of this ordinance,
expenditures of monies appropriated hereby are authorized beginning July 1, 2012.
SECTION 9: The Clerk of the Council shall
cause the title of this
ordinance to be published as required by law.
SECTION 10: All presently applicable documentation pertaining to
the number, titles, qualifications, powers, duties, or compensation of officers or
employees of the City, which has been previously approved by resolution or order
75B-5
of the City Council and which is currently on file with the Executive Director of
Personnel Services is incorporated herein and is hereby approved. The City
Manager is authorized to create, alter, or abolish any position of employment, or the
number, title, qualifications, powers, duties, or compensation thereof, when such
action is appropriate to promote the efficiency of the City administrative
organization; provided, however, that no such action shall be effective unless and
until approved by resolution or order of the City Council.
ADOPTED this day of June, 2012.
Miguel A. Pulido
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
By:
Laura Sheedy
Assistant City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, MARIA D. HUIZAR, Clerk of the Council, do hereby attest to and certify the
attached Ordinance No. NS- to be the original ordinance adopted by the
City Council of the City of Santa Ana on , and that said
ordinance was published in accordance with the Charter of the City of Santa Ana.
Date:
Clerk of the Council
City of Santa Ana
75B-6
I
75B-7
City of Santa Ana
Council Policy
Mayor's Authorization
Subject Council Approval Date:
BUDGET & FINANCIAL POLICIES
Background
The severity of the recent economic recession highlighted the need to establish and maintain adequate reserve
policies to offset significant economic downturns and unforeseen rising costs more effectively. In 2002, The
Government Finance Officers' Association (GFOA) recommended reserve levels equal to a minimum of 5% to 15%
of operating revenues or one to two months of operating expenditures as a basis to establish sound reserve
levels. Adoption of a formal City Budget and Reserve Policy will provide a basis to manage significant financial
events more effectively in the future.
PURPOSE
The City's reserve policy will define the recommended level for reserves for the General Fund as well as internal
and enterprise operations. The policy will outline a timeframe and plan that will assist the City in meeting the
minimum General Fund requirements over the course of the next few years. It will also establish criteria for the
use of reserves and establish a process by which to replenish reserves if used. It is the intent to focus on the
General Fund initially and incorporate additional reserve policies for internal and enterprise funds over the next
fiscal year.
General Fund
The General Fund is the general operating fund for the City. It accounts for all general revenues including sales
tax, property tax, business tax, hotel visitor's tax, as well as other fees and charges. It is the basis to fund general
ongoing City operations such as police, fire (contract services), recreation, planning and building as well as other
general support services.
General Fund Budget Policy Directives
- It shall be established that a balanced budget will be presented annually to the City Council for adoption.
A balanced budget will be defined as ongoing recurring operating revenues matching ongoing recurring
operating expenditures including debt service.
- One time or term specific funding can only be used to match one-time non recurring expenditures, term
specific projects and programs, as well as capital expenditures.
- In order to ensure a balanced budget objective, the City will continue to pursue internal operational
efficiencies and strategies, such as technology, that minimize City costs and impacts to City services.
Budget & Financial Polices 75B-8 Page 1
In order to ensure proper maintenance of a continued balanced budget, the City Council will adopt a
compensation and retirement benefit directive that provides guidance and conforms with the established
budget directives and reserve requirements as outlined in this policy.
General Fund Reserves
In order to ensure a continued orderly operation of City Government and to address any unforeseen economic
occurrences the City shall establish two General Fund Reserve Accounts: An Unassigned Reserve Account and an
Economic Uncertainty Reserve Account.
Unassigned Reserve Account
-In accordance with GFOA and in order to maintain the highest level of fiscal health, the City will maintain under
the Unassigned Reserve Account designation a minimum reserve level of between 5 and 15% of recurring General
Fund operating expenditures. At no time is it permissible for the reserve requirement to fall below 5%. However,
it is the intent of the City to ensure a significant reserve position of at least 15%. Upon attainment of 15%, the City
shall consider and if approved continue to strive for an overall goal of 20% for the Unassigned Reserve Account.
Such reserves shall not be used to fund any form of operating expenditures or to cover any budgetary shortfall
other than to preserve ongoing cash flow needs for the City. If at any point in time it is deemed that the City
budget is performing at a structural deficit, the use of the Unassigned Reserve Account to balance the budget is
strictly prohibited unless approved by two thirds of the City Council. If approved, a corresponding plan to
replenish the reserves must be adopted by the same vote.
Economic Uncertainty Reserve Account
- It is hereby established that upon fulfillment of achieving a minimum Unassigned Reserve Account of 10%, the
City shall consider the establishment of a reserve account for Economic Uncertainty. The reserve for Economic
Uncertainty is established to offset any major variations in tax receipts as well as fees and charges or unforeseen
cost increases. It is hereby established the City maintain a minimum reserve level of 1 to 10% of recurring General
Fund revenues with an objective of attaining a maximum goal of 10%.
- Upon determination by the Finance Department, that negative variations in projected revenues from the
largest revenue sources defined as Sales tax, Property tax, Property tax in Lieu, Utility Users tax, Business
Tax, and Hotel Visitors tax exceed 2% with no corresponding General Fund expenditure offset, then the
City Council may authorize use of the Economic Uncertainty Reserve by a two-thirds vote to offset the
revenue loss prior to the close of the fiscal year end. A corresponding plan to replenish the reserve
account must be adopted by the same vote.
- Upon determination by the Finance Department and report submission to the City Council that a
structural deficit exists in the budgeted forecast of the upcoming fiscal year, the City Council may
authorize use of the Economic Uncertainty Reserve to balance the budget by two thirds vote of the
Council. However, authorization to utilize the Economic Uncertainty Reserve beyond two consecutive
years is strictly prohibited.
General Work Plan for Achieving General Fund Reserve Objectives
The following work plan is intended to reach the unassigned reserve account of 15% in phases. The initial
objective is to attain at least a 5% threshold over the course of the following fiscal year and between 7% and 8%
over the subsequent fiscal year. Upon attainment of the phased objectives, a comprehensive review of the
general financial condition of the City will be completed and a new reserve work plan will be developed and
submitted for approval that outlines the next intermediate steps for meeting the main objective of a reserve
Budget & Financial Polices 75B_9 Page 2
target level of 15%. Until such time that the General Fund Unassigned Reserve meets the minimum phased
requirements as outlined above, the following budgetary and operational guidelines shall be used as a basis to
achieve the various minimum requirements.
Budget consideration of new programs, personnel, or capital related expenditures shall only be
considered if a source of funding is identified either through a corresponding cost reduction, an identified
general increase in general tax revenue, or a one-time revenue infusion. Source of funding should include
consideration of ongoing general maintenance and operational costs.
Departments will be encouraged to continually achieve savings through internal organizational
efficiencies.
- Technology will be encouraged if it can be demonstrated that a one-time capital infusion can result in
savings being generated beyond two years.
- Any General Fund savings generated at the fiscal year end can be considered either for term specific
operational or capital needs but a minimum of 50% (up to 100%) of the savings shall be deposited into the
unassigned reserve balance until such time that the phased reserve levels are met.
- Any internal service fund that has funds in excess of the identified minimum reserve requirement as
outlined in this policy, can be utilized as a means to meet the minimum General Fund Reserve
requirements. Only unrestricted funds deemed transferable can be utilized. Any transfer to the General
Fund Unassigned Reserve Balance will be submitted to Council for consideration and approval.
- In order to generate additional savings and until such time that the minimum level of reserves has been
achieved, the Budget Office will only utilize a fiscally conservative profile for revenue projections.
- If the phased reserve target requirements as outlined above have not been met it is recommended that
beginning in FY 14-15 a more conservative projection factor be used to generate forced budgetary
savings:
(NOTE: Each 1% equates to approximately $ 2 million)
FY 12-13: 100 % of recurring revenue projected;
FY 13-14: 100 % of recurring revenue projected;
FY 14-15: 99 % of recurring revenue projected;
Such factors shall be used to generate General Fund savings until such time that a 7%-8% unassigned
General Fund reserve has been achieved.
Any generated General Fund savings achieved after reaching between a 7%-8% undesignated General
Fund reserve shall be applied in the following order:
Up to a max of 25% -Unassigned General Fund Reserve
Up to a max of 25% -Economic Uncertainty Reserve
Up to a max of 50% -Can be applied to term specific programs, projects, personnel as well as deferred
capital maintenance.
Budget & Financial Polices 75B_1 0 Page 3
Internal Service Funds
Background
Internal Service Funds are established to administer and account for various activities whose purpose is to provide
for goods and services to support other departments for their ongoing operational and programming needs. The
delivery of these services is recovered on a cost recovery basis.
Purpose
It is the intent of the Internal Service Fund Reserve Policy to establish general guidelines as to the establishment
of a proper recovery rate structure and define an appropriate level of reserves for each internal Service Fund. It
will also establish criteria for the use of reserves and establish a process by which to replenish reserves if utilized.
Although this policy only addresses the Risk Management Funds (i.e. Liability and Property Insurance and Workers
Compensation Fund), it is the intent to build upon and include all internal service funds within this policy.
Risk Management
The Risk Management programs are established to protect the City's assets through the administration of a
properly funded liability claim and insurance program and by minimizing the cost and effect of work-related
injuries. Rates for these programs are established on a biennial actuarial basis.
Reserves
Reserves for these accounts will be funded at not less than 80% as defined in the actuarial study. In addition,
three months of operational reserves will be included to address any variations related to revenues and
expenditures. Any surplus amounts defined in these accounts from general agencies shall be available for transfer
to the General Fund until such time that the General Fund reserve meets the minimum requirement of 15% or to
establish the reserve for Economic Uncertainty. Transfers shall be submitted to Council for approval. There after
any surplus can be used to fund any deficits identified in other internal Service Fund reserves, as well as other
unfunded capital and deferred related maintenance.
Budget & Financial Polices 75B-11 Page 4
i
75B-12
RESOLUTION NO. 2012-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA TO AMEND RESOLUTION NOS. 82-110, 91-066
AND 96-095 TO EFFECT CERTAIN CHANGES TO THE
CITY'S BASIC CLASSIFICATION AND COMPENSATION
PLANS.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS
FOLLOWS:
Section 1: The City Council hereby finds, determines and declares as follows:
A. Section 1004, Article X of the City Charter of the City of Santa Ana
requires the City Manager to prepare, install and maintain a position
classification and pay plan subject to civil service rules and regulations
and the approval of the City Council.
B. On August 2, 1982, the City Council passed and adopted Resolution
No. 82-110 revising and re-establishing the Basic Classification and
Compensation Plan for Officers and Employees of the City of Santa Ana;
and on December 21, 1987, the City Council passed and adopted
Resolution No. 87-94, amending Resolution No. 82-110, to establish a
Basic Classification and Compensation Plan for classifications of
employment designated as Unaffiliated Confidential (UC), and to set forth
certain levels of salaries and benefits for these classifications.
C. On July 1, 1991, the City Council passed and adopted Resolution
No. 91-066, re-establishing the Basic Classification and Compensation
Plan for classifications of employment designated as unrepresented
Executive Management (EM) and Middle Management (MM).
D. On November 18, 1996, the City Council passed and adopted Resolution
No. 96-095, establishing a Basic Classification and Compensation Plan for
classes of employment designated as unrepresented Administrative
Management (AM).
E. With the adoption of the Annual Budget for Fiscal Year 2012-2013, the
City Council authorized certain organizational, staffing, and compensation
changes which affect a number of classification titles in the City's Basic
Classification and Compensation Plans.
F. It is now desired to amend Council Resolution Nos. 82-110, 91-066 and
96-095 to effect these changes.
75B-13
Section 2: That Section 3 Assignment of Classes of Employment To Salary
Rate Ranges of Resolution No. 82-110, as amended, be further amended by:
A. Deleting, in alphabetical sequence, the following full time, vacant and
obsolete classification titles at the monthly five-step salary rate ranges indicated:
Classification Title 5-Step Salary Rate Range Effective 7/1/11
SRR Monthly Salary
Minimum-Maximum
Fire Battalion Chief (RM) M782 $9482 - $11525
Fire Captain 708 $6606 - $8029
Fire Communications Manager (RM) M723 $7107 - $8641
Fire Engineer 677 $5678 - $6903
Firefighter 657 $5151 - $6260
Firefighter (Probationary) 604 $3974 - $4834
B. Deleting, in alphabetical sequence, the following full time, vacant and
obsolete classification titles at the monthly six-step salary rate ranges indicated:
Classification Title 6-Step Salary Rate Range Effective 7/1/11
SRR Monthly Salary
Minimum-Maximum
Fire Alarm and Maintenance Leader 646 $4882 - $6230
Fire Alarm and Maintenance Technician 626 $4426 - $5650
Fire Communications Supervisor 665 $5356 - $6835
Fire Education Specialist 1 612 $4132 - $5278
Fire Education Specialist II 632 $4556 - $5818
Fire Safety Analyst 673 $5569 - $7107
Fire Safety Assistant 582 $3568 - $4556
Fire Safety Specialist 1 612 $4132 - $5278
Fire Safety Specialist II 632 $4556 - $5818
Fire Safety Specialist III 652 $5026 - $6415
Fire Services Dispatcher 637 $4671 - $5963
Fire Training Coordinator 667 $5408 - $6903
Paramedic 637 $4671 - $5963
C. Deleting, in alphabetical sequence, the following full time, vacant and
obsolete classification titles at the monthly fifteen-step salary rate ranges indicated:
Classification Title 15-Step Salary Rate Range Effective 7/1/11
SRR Monthly Salary
Minimum-Maximum
Administrative Chief/Fire Marshal (RM) FM-23 $8947 - $12641
Deputy Fire Chief (RM) FM-28 $9547 - $13493
Fire Marshal (RM) FM-19 $8104 - $11452
75B-14
D. Adding, in alphabetical sequence, the following full time classification titles
at the monthly five-step salary rate ranges indicated:
Classification Title 5-Step Salary Rate Range Effective 7/1/12
SRR Monthly Salary
Minimum-Maximum
Police Administrative Manager (RM) M745 $7913 - $9625
Police Systems and Communications
Manager (RM) M735 $7535 - $9161
E. Designating the newly created classification titles of Police Administrative
Manager and Police Systems and Communications Manager as Represented
Management by assigning the parenthetical identifier "(RM)" after these classification
titles.
F. Adding, in alphabetical sequence, the following full time classification titles
at the monthly six-step salary rate range indicated:
Classification Title 6-Step Salary Rate Range Effective 7/1/12
SRR Monthly Salary
Minimum-Maximum
Financial Analyst (UC) 655 $5101 - $6510
Senior Financial Analyst (UC) 699 $6322 - $8069
Senior Risk Management Technician (UC) 634 $4601 - $5876
Senior Workers' Compensation Systems
Technician (UC) 619 $4278 - $5461
Workers' Compensation Systems
Technician (UC) 595 $3803 - $4858
G. Designating the newly created classification titles of Financial Analyst,
Senior Financial Analyst, Senior Risk Management Technician, Senior Workers'
Compensation Systems Technician and Workers' Compensation Systems Technician
as Unaffiliated Confidential by assigning the parenthetical identifier "(UC)" after these
classification titles.
H. Adding, in alphabetical sequence, the following full time classification titles
at the monthly seven-step salary rate range indicated:
Classification Title 7-Step Salary Rate Range Effective 7/1/12
SRR Monthly Salary
Minimum-Maximum
Community Development Commission
Secretary 577 $3484 - $4671
Stormwater Coordinator 671 $5515 - $7391
1. Reallocating the full time classification title of Finance Executive
Secretary, Salary Rate Range 598 (min $3861 - max $5176), to the classification title of
Finance Executive Secretary (UC), Salary Rate Range 608 (min $4054 - max $5176).
75B-15
J. Designating the reallocated classification title of Finance Executive
Secretary as Unaffiliated Confidential by assigning the parenthetical identifier "(UC)"
after this classification title.
Section 3: That Section 3.5.1 Classification Titles and Wage Rates for
Unaffiliated Categories of Non-Civil Service Part Time Employment of Resolution
No. 82-110, as amended, be further amended by deleting the following vacant and
obsolete unaffiliated part time classification titles assigned to the five hourly wage rates
set forth below:
Classification Title Hourly Wage Rates Effective 7/1/11
Step A Step B Step C Step D Step E
Fire Communications Operator $28.30 $29.74 $31.22 $32.79 $34.42
Fire Prevention Assistant $25.04 $26.30 $27.62 $29.00 $30.44
Section 4: That Section 3.5.2 Classification Titles and Wage Rates for Long-
Term Represented Categories of Non-Civil Service Part Time Employment of
Resolution 82-110, as amended, be further amended by adding, in alphabetical
sequence, the following part time classification title assigned to the five hourly wage
rates set forth below:
Classification Title Hourly Waqe Rates Effective 7/1/12
Step A Step B Step C Step D Step E
Media Relations Specialist $18.42 $19.35 $20.30 $21.32 $22.39
Section 5: That Section 3A Executive Management Classifications of
Resolution No. 91-066, as amended, be further amended by:
A. Deleting, in alphabetical sequence, the following full time, vacant and
obsolete classification titles at the monthly salary indicated:
Classification Title Salary Rate Range Effective 7/1/11
SRR Monthly Salary
Fire Chief (EM) EM-34 $15686
Library Director (EM) EM-28 $8483 - $11987
B. Adding, in alphabetical sequence, the following full time classification title
at the monthly fifteen-step salary rate range indicated:
Classification Title 15-Step Salary Rate Range Effective 7/1/12
SRR Monthly Salary
Minimum-Maximum
Deputy City Manager (EM) EM-41 $11696 - $16526
C. Designating the newly created classification title of Deputy City Manager
as Executive Management by assigning the parenthetical identifier "(EM)" after this
classification title.
75B-16
Section 6: That Section 3B Middle Management Classifications of Resolution
No. 91-066, as amended, be further amended by:
A. Adding, in alphabetical sequence, the following full time classification title
at the monthly sixteen-step salary rate range indicated:
Classification Title 16-Step Salary Rate Range Effective 7/1/12
SRR Monthly Salary
Minimum-Maximum
Strategic Communications Manager (MM) MM-19 $7283 - $10548
B. Designating the newly created classification title of Strategic
Communications Manager as Middle Management by assigning the parenthetical
identifier "(MM)" after these classification titles.
Section 7: That Section 3 Designation of Administrative Management Classes
and the Assignment of Such Classes to Salary Rate Ranges of Resolution No. 96-095,
as amended, be further amended by:
A. Adding, in alphabetical sequence, the following full time classification titles
at the monthly five-step salary rate ranges indicated:
Classification Title _5-Step Salary Rate Range Effective 7/1/12
SRR Monthly Salary
Minimum-Maximum
Benefits Supervisor (AM) AM714 $6801 - $8269
Workers' Compensation Supervisor (AM) AM714 $6801 - $8269
B. Designating the newly created classification titles of Benefits Supervisor
and Workers' Compensation Supervisor as Administrative Management by assigning
the parenthetical identifier "(AM)" after these classification titles.
Section 8: That except as amended by this Resolution, all other provisions of
Resolution Nos. 82-110, 91-066 and 96-095, as amended, shall remain in full force and
effect.
Section 9: This Resolution shall be operative from and after July 1, 2012.
ADOPTED this 4th day of June, 2012.
Miguel A. Pulido
Mayor
75B-17
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
By:
Joseph Straka
Chief Assistant City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, MARIA D. HUIZAR, Clerk of the Council, do hereby attest to and certify the attached
Resolution No. 2012- to be the original resolution adopted by the City Council of the
City of Santa Ana on June 4, 2012.
Date:
Clerk of the Council
City of Santa Ana
75B-18
REQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE: CLERK OF COUNCIL USE ONLY:
JUNE 4, 2012
TITLE: APPROVED
? As Recommended
FISCAL YEAR 2012-13 MISCELLANEOUS FEE ? As Amended
RESOLUTION ? Ordinance on 1" Reading
? Ordinance on 2nd Reading
? Implementing Resolution
? Set Public Hearing For
CONTINUED TO
1
FILE NUMBER
CITY MANAGER
RECOMMENDED ACTION
Adopt a resolution establishing the 2012-13 Schedule of Uniform Fees for Miscellaneous
Services.
DISCUSSION
The Miscellaneous Fee Resolution is comprised of various fees associated with city services,
building fees and enterprise fees. These fees generate revenue for the General, Internal and
Enterprise Funds. Annually, the fees and services associated with the Miscellaneous Fee
Resolution are reviewed and adjusted to reflect the costs of providing these services. The FY
2012-13 Miscellaneous Fee Resolution represents these adjustments.
The FY 2012-2013 Miscellaneous Fee Schedule includes the establishment of one new fee which
is the Planning and Building Agency OCFA Administrative Processing Fee for permits and plan
checks requiring OCFA review. In addition, the fee schedule includes adjustments to six existing
fees.
FISCAL IMPACT
It is estimated that the proposed fee schedule will generate an additional $525,000 in general,
internal and enterprise fund revenue.
APPROVED AS TO FUNDS AND ACCOUNTS:
Francisco Gutierrez
Executive Director
Finance & Management Services Agency
75B-19
75B-20
Iss05/17/12
RESOLUTION NO. 2012-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA ESTABLISHING A UNIFORM SCHEDULE OF
MISCELLANEOUS FEES FOR FISCAL YEAR 2012-2013
AND REPEALING IN PART RESOLUTION NO. 2011-031
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS
FOLLOWS:
Section 1: The City Council hereby, finds, determines and declares as follows:
A. Each year, for the convenience of the public the City Council gathers in a
single document a comprehensive listing of fees and service charges imposed by the
City upon that limited number of persons seeking services of value from the City.
B. This document is known as the "Miscellaneous Fee Schedule" for Fiscal
Year 2012- 2013 and is on file at the Clerk of the Council office, and incorporated by
this reference.
C. As part of approving the Miscellaneous Fee Schedule for Fiscal Year
2012- 2013, the various agencies of the City have analyzed the cost to administer the
various programs, activities and applications for which the City imposes fees or service
charges.
D. In certain circumstances, agencies have determined that the cost to the
City to process or undertake the services set forth in the Miscellaneous Fee Schedule
has increased over the prior fiscal year by approximately 1.6%, so that certain proposed
fees for Fiscal Year 2012-2013 have been increased by this percentage, or by this
amount rounded. This percentage reflects the change in the Consumers Price Index-
Urban, All Services Component, for the Los Angeles-Riverside-Orange County area in a
twelve month period ending December 31, 2011 (CPI).
E. The Council finds that the cost of providing the services set forth in the
Miscellaneous Fee Schedule has risen by 1.6% and that this reflects the cost of
administering certain programs, activities or applications for which the City levies
charges, fees or service charges. Such 1.6% increase does not exceed the City's
estimated reasonable cost to provide the pertinent service, process the specified
application or administer the certain program for which the charge, fee or service charge
is imposed.
Resolution No. 2012-XXX
75B-21 Page 1 of4
F. Similarly, in a few limited circumstances, agencies have determined that
new charges should be added or existing charges raised beyond this 1.6%. Such
charges are listed in the `Proposed New Miscellaneous Fees' and `Proposal to Modify
Existing Fees', attached to the staff report submitted for this matter, and made a part
hereof by this reference.
G. In order to have a single comprehensive document for Fiscal Year 2012 -
2013, the majority of fees which are unchanged have simply been reprinted in the
Miscellaneous Fee Schedule. The Council expressly states that it is not its intention to
repeal previously adopted fees and adopt new fees of exactly the same amount, but is
simply repeating these fees so that the Miscellaneous Fee Schedule can continue to be
a comprehensive source of City fees and service charges.
H. As to the City's Chapter 3 Appeal Hearing Fee, the Council further finds,
determines and declares:
1. The administrative costs incurred by the clerk of the council in
carrying out hearings normally exceeds the deposit fee collected
from applicants.
2. The actual charges incurred by the City for the services of an
administrative hearing officer, will be recovered from those persons
requesting such hearings.
1. As to the Water Meter Test Fee, the Council further finds, determines and
declares that the proposed modified fee will not be implemented or collected until the
City Council amends Santa Ana Municipal Code Section 39-24 to provide that the fee
may be set by resolution of the City Council.
J. In each of these cases, the Council finds, determines and declares that
such new or increased charges, fees or service charges do not exceed the City's
estimated reasonable cost to provide the pertinent service, process the specified
application or administer the certain program for which the charge, fee or service charge
is imposed.
K. Based upon the testimony, reports and other evidence submitted on these
matters, this City Council makes the above-specified findings.
Section 2: The Miscellaneous Fee Schedule for Fiscal Year 2012-2013 is
hereby adopted. Each fee or service charge set forth shall be levied until further
resolution of this Council.
Resolution No. 2012-XXX
75B-22 Page 2 of4
Section 3: To the extent that any fee or service charge established pursuant to
City Resolution No. 2011-031 is inconsistent with the fees or service charges
established pursuant to this Resolution, then said Resolution No. 2011-031 is hereby
repealed.
Section 4: If any charge, fee, service charge, section, subsection, sentence,
clause, phrase or word of this Resolution is for any reason held to be invalid by a court
of competent jurisdiction, such decision shall not affect the validity of the remaining
portions of this Resolution. The City Council hereby declares that it would have passed
and adopted this Resolution, and each and all provisions hereof, irrespective of the fact
that one or more provisions may be declared invalid.
Section 5: This Resolution shall be operative from and after July 1, 2012.
ADOPTED this day of June, 2012.
Miguel A. Pulido
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By:
Laura Sheedy
Assistant City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
75B-23 Resolution No. 2012-Xxx
Page 3 of 4
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, MARIA D. HUIZAR, Clerk of the Council, do hereby attest to and certify the attached
Resolution No. 2012-XXX to be the original resolution adopted by the City Council of the
City of Santa Ana on
Date:
Clerk of the Council
City of Santa Ana
75B-24 Resolution No. 2012-XXX
Page 4 of 4