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Home My WebLink About75B-1 - PH - BUDGET 14-15REQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: JUNE 17, 2014 TITLE: PUBLIC HEARING — REAFFIRM AND REVISE THE FISCAL YEAR 2014 -15 CITY BUDGET J CITY MANAG RECOMMENDED ACTION CLERK OF COUNCIL USE ONLY: F-T-1-0111WIRk ❑ As Recommended ❑ As Amended ❑ Ordinance on 1" Reading ❑ Ordinance on 2nd Reading ❑ Implementing Resolution ❑ Set Public Hearing For CONTINUED TO FILE NUMBER 1. Adopt an ordinance appropriating monies for the fiscal year commencing July 1, 2014. 2. Adopt a Seven -Year Capital Improvement Program (CIP) from fiscal year 2014 -15 through fiscal Year 2020 -21 per Orange County Transportation Authority (OCTA) Measure M2 eligibility requirement. 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 On June 17, 2013, the Mayor and City Council approved the City's 2013 -15 two -year budget. The 2013 -15 budget fulfills the City's mission to deliver efficient public services in partnership with our community which ensures public safety, a prosperous economic environment, opportunities for our youth, and a high quality of life for residents. The primary fiscal objective 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 objectives and strategies adopted under the five -year Strategic Plan to move the City into long -term financial stability while maintaining core programs and services to the extent possible. The total annual proposed revised budget for fiscal year 2014 -15 is $430,987,112. The proposed revisions incorporate all funded appropriations related to the General Fund, Internal Service, Enterprise, Special, Community Development and Housing, Capital Improvement Projects and Grant funding. The proposed revised 2014 -15 General Fund budget is estimated at $208.9 million and equates to approximately 50% of the total annual proposed budget. The General Fund 7513-1 -1 Public Hearing — Reaffirm and Revise the Fiscal Year 2014 -15 Budget June 17, 2014 Page 2 supports those functions most commonly associated with city government such as police, fire, recreation, library, planning and building, street maintenance and general city administration. Additionally, the revised General Fund budget incorporates over $3M in funding for the five -year Strategic Plan which is scheduled to commence July 1, 2014. In an effort to protect critical front -line services provided to the public, the proposed revisions to the 2014 -15 budget continue to incorporate various expenditure reduction strategies which include fire and medic services through the Orange County Fire Authority, employee retirement cost sharing, implementing workforce changes, and continued evaluation of all business practices to achieve innovation and efficiency cost savings. The proposed revisions to the 2014 -15 General Fund budget continue the City's commitment to fiscal stability by allocating additional funding to attain a target reserve level of 20% of operations. As of June 2013, the City's reserves levels increased to over $30M (or the equivalent of 15% of operations). Included in the revised 2014 -15 budget is approximately $1.3M in additional reserve appropriations. Staff anticipates reserve levels to reach a target level of $41.7M (or approximately 20% of operations) in 2015 and well ahead of schedule. With regard to workforce changes, a net total of 2 positions will be added to the 2014 -15 budget. In addition, 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 to implement the five -year Strategic Plan. FISCAL IMPACT With approval of the proposed revisions to the fiscal year 2014 -15 budget, $430.9M will be appropriated to the City's various funds, departments, programs and enterprise activities. Of those amounts, $208.9M will be appropriated to the various general fund operating departments. APPROVED AS TO FUNDS AND ACCOUNTS: Francisco Gutierrez Executive Director Finance & Management Services Agency (1L� 75B -1 -2 LS 6/3/14 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 FISCAL YEAR BUDGET PERIOD COMMENCING JULY 1, 2014 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, 2014. On June 17, 2013, Council had approved a two -year budget; at this time council is reaffirming and revising the 2014 -2015 fiscal year of said two -year budget. B. In accordance with Section 606 of the City Charter, a public hearing has been held upon 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 updated budget of the City for fiscal year 2014 -2015, commencing July 1, 2014, 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 per Orange County Transportation Authority Measure M2 eligibility requirement. 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 "Fiscal Year 2013 -2015 Adopted Budget with attached revisions ", 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 2014 -2015, the several amounts stated as proposed expenditures from said funds, respectively, in those 75B -1 -3 columns of said Budget that are headed "Adopted FY 14 -15. 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 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 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 updated Seven -Year Capital Improvement Program commencing at 2014 -2015, as set forth in the 2014 -2015 City Budget with attached revisions. SECTION 8: Upon and from the effective date of this ordinance, expenditures of monies appropriated hereby are authorized beginning July 1, 2014. SECTION 9: The Clerk of the Council shall cause the title of this ordinance to be published as required by law. 75B -1 -4 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 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. 75B -1 -5 ADOPTED this day of June, 2014. APPROVED AS TO FORM: Sonia R. Carvalho City Attorney Bv: Lisa Storck Assistant City Attorney AYES: NOES: ABSTAIN: NOT PRESENT: Councilmembers Councilmembers Councilmembers Councilmembers Miguel A. Pulido Mayor 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 2014, and that said ordinance was published in accordance with the Charter of the City of Santa Ana. Date: June , 2014 Clerk of the Council City of Santa Ana 75B -1 -6 RESOLUTION NO. 2014- 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 AND TO AMEND THE CITY'S BUDGET FOR FISCAL YEAR 2014 -2015. 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 2014 -2015, 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 -1 -7 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 seven -step salary rate ranges indicated: Classification Title Redevelopment Project Manager I Redevelopment Project Manager II Redevelopment Project Manager III 7 -Step Salary Rate Range Effective 7/1114 SRR Monthly Salary Minimum - Maximum 663 $5304 - $7107 703 $6446 - $8641 723 $7107 - $9529 B. Adding, in alphabetical sequence, the following full time classification titles at the monthly seven -step salary rate ranges indicated: Classification Title Community Events Supervisor Stores and City Yard Property Specialist 7 -Step Salary Rate Range Effective 7/1114 SRR Monthly Salary Minimum - Maximum 668 $5434 - $7283 612 $4132 - $5542 Section 3: That Section 3A Executive Management Classifications of Resolution No. 91 -066, as amended, be further amended by: A. Deleting the following full time classification title at the flat monthly salary as indicated: Classification Title City Law Enforcement Liaison (EM) Monthly Salary Rate Effective 7/1/14 SRR Flat Monthly Salary EM -37 $22083 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 8/1114 SRR Monthly Salary Minimum - Maximum Special Assistant to the City Manager (EM) EM -37 $10596 - $14971 C. Designating the newly created classification title of Special Assistant to the City Manager as Executive Management by assigning the parenthetical identifier "(EM)" after this classification title. Section 4: That Section 3B Middle Management Classifications of Resolution No. 91 -066, as amended, be further amended by deleting the following full time classification title at the monthly seventeen -step salary rate range indicated: 75B -1 -8 Classification Title 17 -Step Salary Rate Ranqe Effective 7/1/14 SRR Monthly Salary Minimum - Maximum Redevelopment Program Manager (MM)MM -26 $8961 - $13300 Section 5: That the full time classification title of Community Preservation Manager (MM) receive the following adjustment in designation and compensation: A. Delete it from Section 3B Middle Management Classifications of Resolution No. 91 -066 at the monthly seventeen -step salary rate range as follows: Classification Title 17-Step Salary Rate Range Effective 7/1/14 SRR Monthly Salary Minimum - Maximum Community Preservation Manager(MM) MM -26 $8961 - $13300 B. Add it, in alphabetical sequence, to Section 3 Designation of administrative Management Classes and the Assignment of Such Classes to Salary Rate Ranges of Resolution No. 96 -095, as amended, at the monthly five -step salary rate range as follows: Classification Title 5 -Step Salary Rate Range Effective 7/1114 SRR Monthly Salary Minimum- Maximum Community Preservation Manager (AM) AM743 $7837 - $9529 C. Designating the classification title of Community Preservation Manager as Administrative Management by assigning the parenthetical identifier "(AM)" after this classification title. Section 6: 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 title at the monthly five -step salary rate range indicated: Classification Title 5 -Step Salary Rate Range Effective 7/1/14 SRR Monthly Salary Minimum - Maximum Benefits and Compensation Supervisor (AM) AM732 $7427 - $9029 B. Designating the newly created classification title of Benefits and Compensation Supervisor as Administrative Management by assigning the parenthetical identifier "(AM)" after this classification title. 75B -1 -9 Section 7: 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 8: That except as stated otherwise above, this Resolution shall be operative from and after July 1, 2014. ADOPTED this 17th day of June, 2014. Miguel A. Pulido Mayor APPROVED AS TO FORM: Sonia R. Carvalho City Attorney Is Joseph Straka, 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. 2014 -_ to be the original resolution adopted by the City Council of the City of Santa Ana on June 17, 2014. Date: 75B -1 -10 Clerk of the Council City of Santa Ana CLASS DELETIONS (N =6) Full Time 2014 -2015 BUDGET RESO WORKSHEET Pos 9 SRR Monthly Salary Unit RESO City Law Enforcement Liaison (EM) 03395 EM $22083 EM 91 -066 Community Preservation Manager (MM) MM -26 668 $8961- 13,300 SAMA 91 -066 Redevelopment Program Manager (MM) 00605 MM -26 $8961 - $13300 SAMA 91 -066 Redevelopment Project Manager I 00580 663 $5304 -$7107 SEIU 82 -110 Redevelopment Project Manager Il 00590 703 $6446 -$8641 SEW 82 -110 Redevelopment Project Manager IIl 00600 723 $7107 -$9529 SEIU 82 -110 CLASS ADDITIONS (N =5) Pos 9 SRR Monthly Salary Unit RESO Full Time Benefits and Compensation Supervisor (AM) AM732 $7427 -$9029 SAMA 96 -095 Community Events Supervisor 00460 668 $5434 -$7283 SEIU 82 -110 Community Preservation Manager (AM) AM743 $7837 -$9529 SAMA 96 -095 Stores and City Yard Property Specialist 612 $4132 -$5542 SEIU 82 -110 Special Assistant to the City Manager (EM)* EM -37 $10596- $14971 EM 91 -066 ADJUSTMENTS FROM TO SRR SRR Monthly Salary Unit RESO Community Preservation Manager (MM) MM -26 $8961- 13,300 SAMA 91 -066 Community Preservation Manager (AM) AM743 $7837 -$9529 SAMA 96 -095 • With the exception of SA to the CM (effective 8/1/14), all other changes effective 7/1/14. 75B -1 -11 75B -1 -12