HomeMy WebLinkAbout07-15-2014 B2 Measure Y Contingency Plan & Impact AnalysisCity of San Luis Obispo, Council Agenda Report, Meeting Date, Item Number
FROM: Wayne Padilla, Finance Director
Prepared By: Joe Lamers, Budget Manager
SUBJECT: MEASURE Y CONTINGENCY PLAN AND IMPACT ANALYSIS
RECOMMENDATION
Receive and file this update on the contingency planning process to address the possible loss of
the half-percent sales tax (Measure Y) revenue stream, including the presentation of an impact
analysis resulting from a significant loss in revenue such as this.
DISCUSSION
Background
As shown below, the Fiscal Health Major City Goal directs staff to plan for future revenues and
prepare a contingency plan in the event the City’s ½ percent sales tax is not renewed in the
November 2014 general election.
Fiscal Health - Sustain essential services, infrastructure, and fiscal health: preserve
public health and safety and provide essential services in line with residents’
priorities and sustain the City’s short and long term fiscal health by planning future
revenues (including renewal of Measure Y or an alternative measure), while
implementing contingency planning and efficiency and cost containment strategies
(including implementation of the Compensation Philosophy and monitoring further
pension and benefit issues).
Measure Y generates over $6.5 million annually to protect and maintain essential services. This
equals 12% of the City’s general fund revenues. If a revenue measure is not approved by city
voters in November 2014 the City will stop collecting Measure Y revenue on March 31, 2015
which will result in the loss of approximately $1.7 million in revenue for the last quarter of 2014-
15. During the Mid-Year Budget Update held on February 18, 2014, the City Council approved a
$1.7 million contingency reserve to offset this loss of revenue in the event that Measure Y is not
renewed. As a result of having this contingency reserve amount available, the City has adequate
time to address the shortfall via changes to operating and capital expenditures beginning in July
2015. This will allow the Council and community an opportunity to thoroughly analyze the
City’s current financial forecast and make informed decisions to address the revenue loss based
on priorities and community needs defined during the development of the 2015-17 Financial
Plan.
Contingency Plan Process
In the event the Measure Y revenue stream is not renewed, the Fiscal Health Contingency Plan
would be activated as part of the 2015-17 Financial Plan process in order to address a loss of
revenue in 2015-16 and beyond (Attachment 1). The development of the 2015-17 Financial Plan
would be different from that of the 2013-15 Financial Plan in the sense that:
7/15/14
B2
B2 - 1
Measure Y Contingency Plan Page 2
• Feedback from residents and other community members would be solicited to
identify their service priorities and needs through the Community Forum,
advisory body meetings, and additional meetings or workshops that may be
scheduled in light of the need to make significant budget reductions.
• During the Community Forum, the residents and other community stakeholders
will be asked to participate in a budget reduction exercise, in addition to the
normal process of soliciting ideas and input for development of new Major City
Goals.
• The Budget Bulletin Survey that the City distributes in advance of the Community
Forum will include questions to help City decision makers gauge community
priorities in an environment where budget reductions have to be made.
• A major component of the Council’s Goal-Setting Workshop will focus on the
need for budget reductions so that staff can get initial direction from the Council
on where to focus its efforts in crafting a budget proposal and Major City Goal
work programs that meet the challenge of reducing expenditures to match reduced
revenues. It is anticipated that this session would be wide-ranging and include all
cost drivers including operating program (including staffing) and capital
improvement plan costs.
• Consistent with past practice, City employees will be engaged in identifying
budget reductions and alternative service delivery methods with the goal of
minimizing impacts to the community.
• Department heads will evaluate the most promising cost reduction strategies and
make a recommendation to the City Manager on those they believe should be
implemented. This decision making process will involve the service prioritization
methodology developed during the 2011-13 Financial Plan.
• These recommendations will be presented to the City Council as part of the
Strategic Budget Direction process so that the necessary direction can be provided
to staff to produce a balanced Preliminary Financial Plan. This is consistent with
the successful processes that were implemented for many cycles during which
budget reductions were necessary including most recently for the 2009-11 and
2011-13 Financial Plans.
Impact Analysis
During the discussion held at the January 21, 2014, City Council meeting, the City Council
directed staff to prepare three sets - or slates - of options using strategies described below which
represent the potential impacts to operating and capital project spending that may result if
revenue equivalent to Measure Y revenue stream is lost. The results of the recent work effort
help illustrate the scope of the reductions that would have to be made if the city’s revenues were
reduced by 12%. The impacts identified as part of the implementation of the Fiscal Health Major
City Goal are intended to be examples of ways the budget could be balanced and the associated
impacts if this revenue is eliminated from the City’s budget. These ideas are not intended to be
“decision points” because a variety of different options will likely be considered by the City
Council after taking into account all aspects of the contingency planning process, including
feedback from the community, as described above.
Working with the department heads and their staff, the highest priority public service provided
by each function was determined and those deemed to be both the highest priority and most
B2 - 2
Measure Y Contingency Plan Page 3
critical were the least affected by the proposed reductions, to the greatest extent possible. As
stated previously, the goal of this exercise was to not only identify areas to cut costs but also to
look at realistic efficiency measures that would help minimize or contain cost growth in the
future. The method of assigning a priority to a given service or function included the following
criteria, which were first identified in the 2011-13 Financial Plan Service Categorization Project
document:
1. Mandated - Is the service or function legally mandated? This would include
stormwater system compliance and elections administration, which are legally
mandated services.
2. Heath/Safety or Essential - Does the service or function impact the health and
safety of residents to a material extent or compromise the maintenance of core
facilities for which the City is responsible? For example, responding to emergency
calls in a timely manner, conducting building inspections or maintaining city
streets.
3. Organizational Management or Core Service - Is the service or function essential
to the city’s on-going operations and management or is it a typical service
expected by the community benefiting all community members but not tied to
public health and safety? For example this can include risk management, payroll
services and computer networks or parks, open spaces or neighborhood services.
4. Targeted Services- Is the service provided to select portions of the population?
Senior Center and Affordable Housing services would fall into this category.
5. Other Services - Is the service or function not described above? Employee wellness and
advisory body committees would be examples of these types of services.
Three slates showing the possible impacts of losing the Measure Y revenue stream have been
developed based on the 2013-14 Measure Y revenue estimate of $6,684,000 and departmental
costs were estimated based on 2013-14 budgeted expenditures. The slates are presented for
purposes of discussion this evening with no particular priority being attached to one slate over
another. The below table reflects how the distribution of proposed reductions were allocated by
expense type and is followed by a description of each of the three slates.
Distribution of Reductions by Expense Type
Slate 1:
Departments
Receiving
Measure Y
Slate 2:
All
Departments
Slate 3:
All Dept's +
Staffing Costs /
Compensation
Operating 40% 40% 33%
CIP 60% 60% 33%
Staffing Costs /
Compensation 0% 0% 33%
For two of the slates, the historical use of Measure Y revenue was used to assign reduction
targets. This means that 60% of the estimate for Measure Y revenue was allocated against costs
associated with implementing the City’s Capital Improvement Plan, and 40% was allocated to
B2 - 3
Measure Y Contingency Plan Page 4
operating programs. In order to ensure that the greatest number of operating program reductions
were considered, the reduction targets that were assigned to each department were increased to
110% of the initial target amount. For example, operating programs are to be reduced by the
equivalent of 40% of the Measure Y revenue which equals $2,673,600. Increasing that amount to
110% made the total target reduction to be shared by the departments $2,940,960. Reduction
targets assigned to capital projects were based on 60% of the Measure Y amount or $4,010,400
with no additional inflation occurring to raise the target amount.
For Slate 1, the assigned operating cost reduction targets are apportioned to operating
departments based on the amount of Measure Y benefit that they are currently receiving.
Departments that are not receiving Measure Y benefits were not asked to develop reductions for
this slate.
For Slate 2, the assigned operating cost reductions are apportioned to all General Fund
departments based on their proportion of the total General Fund operating budget, after
adjustment for cost allocation reimbursements and revenues directly related to that department’s
operation. Insurance premiums and non-departmental expenditures have not been included in the
total operating budget base amount.
Slate 3 is based on the following distribution: 33% to CIP, 33% to operating programs, and 33%
to personnel cost reductions. As is the case with slates one and two, the target reduction amounts
assigned to operating programs was increased to 110% to provide additional options. The
aggregate amount of savings that would be obtained from such personnel cost reductions is equal
to a 5.9% reduction in total compensation for staff supported by the General Fund.
The table shown below reflects the potential cost reductions by type and by department that
could occur if the Measure Y revenue stream is not renewed.
B2 - 4
Measure Y Contingency Plan Page 5
Distribution of Potential Budget Reduction Impacts by Department
Slate 1: Slate 2: Slate 3:
Measure Y
Departments
All
Departments
All Dept's +
Compensation
Operating Reductions:
City Administration - 172,560 143,800
City Attorney - 40,282 33,569
Finance / IT - 237,129 197,607
Human Resources - 60,734 50,611
Community Development 277,887 90,184 75,153
Public Works 1,140,720 695,899 579,916
Parks & Recreation 65,230 135,085 112,571
Police 1,016,029 949,895 791,579
Fire 440,922 559,193 465,994
Total Operating* 2,940,788 2,940,960 2,450,800
CIP 4,010,400 4,010,400 2,228,000
Staffing Costs /
Compensation - - 2,228,000
Total Reductions 6,951,188 6,951,360 6,906,800
*Operating program reductions were increased by 10% to provide additional options
Attached to this agenda report are worksheets that provide details about the potential impacts that
could result from the reductions summarized above (Attachment 2). In these worksheets,
operating program reductions are displayed by department, including the amount to be reduced,
the number of FTE’s reduced as part of the proposed reduction and a statement regarding the
nature of the impact that this level of reduction will have on the departments’ ability to provide
services.
Information is also provided to show the details of the proposed reductions in CIP spending for
each of the capital outlay funds. A description within these worksheets identifies the projects
proposed for reduction or elimination in 2015-16 to meet this level of reduction.
The schedule for the third slate also describes the level of compensation reductions (5.9%) that
would be required in order to save $2.228 million.
Overall the impacts experienced in each of the slates are significant and would require a
reduction in the level of service within the City. That being said, it is important to remember that
should the City experience this loss of revenue the fiscal Health Contingency Plan will be
activated and the Financial Planning process outlined above would implemented.
FISCAL IMPACT
This report is intended to portray the potential impacts of an annual loss of revenue in excess of
$6.5 million. It does not reflect a proposed budget or Financial Plan for 2015-17. The analysis
provided here is representative of the impacts that can be expected from the loss of such a large
portion of the City’s revenue stream. If such a reduction is required the actual reductions will be
developed as part of the 2015-17 Financial Planning process outlined above.
B2 - 5
Measure Y Contingency Plan Page 6
ALTERNATIVES
1. Provide staff with direction on changes to incorporate into the contingency plan process
outlined in this report.
2. Continue consideration of the item. If the Council chooses this alternative, direction
should be given to staff to provide additional information so that the Council can
complete its review.
ATTACHMENTS
1. Fiscal Health Contingency Plan
2. Measure Y Impact Analysis
t:\council agenda reports\2014\2014-07-15\measure y contingency plan review (padilla)\measure y report.docx
B2 - 6
Fiscal Health Contingency Plan
Originally Prepared in October 2001
Plan Purpose
The purpose of this plan is to establish a framework
and general approach in responding to adverse fiscal
circumstances.
What It’s Not: This plan is not intended to be a
specific “recipe” for expenditure cuts or revenue
increases: this needs to be determined on a case-by-
case basis. Preparing detailed reduction options
before they are truly needed is not recommended for
three reasons:
If not taken seriously, quality thought will not be
given to them.
If taken seriously, this is likely to result in
needless anxiety, and sends a conflicting
message if “times are good.”
And even if these were not constraints, they
would have a short shelf-life: needs and
priorities change over time.
However, this plan does set forth the foundation of
principles and values upon which specific responses
will be based.
Triggers
This plan will be “triggered” by any of the
following:
Any adverse fiscal circumstances as determined
by the City Manager, such as:
Natural or human-made disasters.
State budget takeaways.
Large, unexpected costs.
Economic downturns.
Whenever there are two consecutive quarters of
adverse fiscal results in one or more the City’s
top five General Fund revenues:
Sales tax
Property tax
Transient occupancy tax (TOT),
Utility users tax
Vehicle license fee (VLF) “swap”
Adverse results include:
Actual declines in revenues.
Significant variances from projected
revenues.
General Fund Focus
This plan is focused on the General Fund, but
Enterprise Funds (water, sewer, parking, transit and
golf) will also fully participate for two key reasons:
We are one organization: all parts need to
participate.
It is strategically important to limit Enterprise
Fund rate increases (rate decreases would also
be nice) at a time when we may be considering
General Fund revenue increases.
Key Plan Elements
There are six key elements to this plan:
Maintaining minimum fund balance at policy
levels.
Following other key budget and fiscal policies.
Monitoring the City’s fiscal health on an
ongoing basis.
Assessing the challenge: short or long-term
problem?
Attachment 1
B2 - 7
Fiscal Health Contingency Plan Page 2
Identifying options.
Preparing and implementing the action plan.
Minimum Fund Balance
First Line of Defense in Adverse Circumstances
Maintaining minimum fund balances at policy
levels:
Allows continued operations and projects in
responding to short-term problems.
Provides a bridge—“breathing room”—in
addressing longer-term problems while
comprehensive response plans are developed.
This is especially important under Proposition
218, since there are limited opportunities to
implement new revenues.
Other Key Budget and Fiscal Policies
Following our other key budget and fiscal policies
will prevent problems to begin with, and keep them
from getting bigger when they do happen. These are
set forth in Section B of the Financial Plan, and
include:
Balanced budget
Conservative investment practices
Diversified revenues
User fee cost recovery
Enterprise funds
New development pays its own way
Limited use of debt financing
Fleet replacement
Contracting for services
Productivity improvements
Fiscal Health Monitoring
In accordance with our budget and fiscal policies,
the City will develop and implement effective
ongoing systems for reporting and monitoring our
fiscal condition. These include:
Interim Reporting
Reliable automated financial management
system
On-line access organization-wide via the
network
Monthly financial reports
Quarterly “Newsletter” (provided electronically
to all employees)
Capital Improvement Plan (CIP) project-to-date
expenditure report
Mid-Year Budget Review
Special Reports: Sales Tax, TOT, Investments
Annual Reporting
Preparing audited financial statements in accordance
with generally accepted accounting principles and
highest standards.
Assess: Short or Long-Term Problem?
Different Strategies for Different Problems
Short-Term: One-time event or downturn that
is not likely to continue indefinitely.
“One-time” fixes are an appropriate response for
“one-time” problems.
Long-Term: Ongoing downturn in revenues or
increases in costs that are systemic.
In this case, “one-time” fixes won’t work: this
requires new ongoing revenues or ongoing
expenditure reductions.
Assessment: Short-Term Problem
Hiring Chill. City Manager approval will be
required to fill vacant regular positions. To fill a
vacant position, department heads must
demonstrate that it is necessary in meeting
public health, safety or other high-priority
service needs that cannot be met on an interim
basis through contract, overtime or temporary
staffing. In implementing the “chill,” the goal is
not just short-term savings, but preserving future
options if the problem turns-out to be ongoing.
Attachment 1
B2 - 8
Fiscal Health Contingency Plan Page 3
Travel Chill. We will limit travel and training:
City Manager approval will be required for all
Travel Authorizations.
CIP Project Deferrals. The CIP Review
Committee will identify candidate projects for
possible deferral or deletion.
“One-Time” Operating Cost Review. The
Budget Review Team will identify special
projects in the operating budget for possible
deferral or deletion.
Fund Balance. The City will consider use of
fund balance below policy levels.
Other. The City will consider other short-term
expenditure curtailments as appropriate.
Assessment: Long-Term Problem
Implement “short-term” actions. (This follows
the first rule of holes: when you find yourself in
one, stop digging.)
Prepare long-term forecast to define the
problem.
Prepare revenue increase and expenditures
reduction options tailored to problem definition
via the forecast.
It is likely to take 3-6 months to prepare
plans; and another 3-6 months to implement
them.
This underscores the importance of strong
fund balance and short-term expenditure
reductions to create the time needed to
prepare and implement reasonable long-term
plans.
Identify Options
In the long-term, there are only two basic budget-
balancing options:
Increase revenues.
Reduce expenditures (and related service levels).
In the short-term, use of fund balance is an option,
but not it is not a viable long-term solution: we can
only spend reserves once. An exception is the
strategic use of fund balance that reduces future year
operating costs or increases ongoing revenues.
Expenditure Reduction Options
Tough But Simple Fact: Meaningful ongoing
expenditure reductions require reductions in regular
staff costs, including public safety personnel:
.
85% of General Fund costs are operating.
80% of General Fund operating costs are for
staffing.
90% of General Fund staffing costs are for
regular staffing.
Over 50% of General Fund staffing costs are for
public safety.
General Strategy
Department Heads are responsible for crafting
operating expenditure reduction options that:
Are real and “doable.”
Reflect the least service impacts to the
community—no game-playing in proposing
least-likely reductions and non-starters.
Are ongoing.
Describe service impacts.
Are within the City’s ability to do
independently—no speculative reductions
contingent upon actions by others.
Can be implemented within three months after
adoption.
Are net of any related revenues from fees or
grants.
Maintain essential facilities, infrastructure and
equipment at reasonable levels—no deferred
maintenance posing as genuine cost reductions.
Attachment 1
B2 - 9
Fiscal Health Contingency Plan Page 4
Reflect participation from throughout their
organization.
Option “Targets”
Targets for surfacing operating expenditure
reduction options will generally be:
Based on percentage reductions from current
operating budgets, less significant one-time
costs.
The same for all departments.
Targets are likely to exceed the “gap” identified in
forecast in order to surface an array of reasonable
policy choices based on priority considerations, and
not driven by arbitrary across-the-board decreases.
Stated simply, like making choices at a restaurant,
making priority-based decisions depends on having
more options on the menu than we plan on ordering.
Operating expenditure reductions are not likely to be
sole “budget-balancers,” but identifying their service
impact is critical to attracting support for new
revenues and other mitigation strategies.
Key Principles in Preparing Operating Expenditure
Reduction Options
Any service reductions will be balanced, and
ensure that highest priority services are retained.
Reductions will be based on service priorities,
not vacant positions: attrition is a helpful tactic,
but will not be the driving strategy in reducing
costs. On the other hand, one of the key
purposes of the “hiring chill” is to create
flexibility in making reductions based on
priorities while mitigating the need for lay-offs.
Our focus will be on retaining “front-line” core
services, and reducing services with the least
impact on the community at-large.
On the other hand, we need to preserve
“organizational” infrastructure, and ensure that
appropriate and necessary internal review
functions remain.
CIP Projects
The CIP Review Committee will be responsible
for identifying ongoing reduction opportunities.
Projects intended to maintain existing
infrastructure and facilities will generally have
higher priority over “new” facilities. Likely
exceptions include:
Direct adverse impacts to public health and
safety.
Outstanding contractual commitments.
Significant outside resources or related one-
time revenues.
Revenues: Limited Options
The Budget Review Team, working with
representatives from the operating departments, will
have the lead responsibility for identifying revenue
options. However, it is likely that any new
significant revenues will require voter approval
under Proposition 218; and most likely, this election
cannot be held until the next regular municipal
election (November of even-numbered years).
There are two exceptions when revenue elections
can be held at any time:
Emergency declared by unanimous vote of the
Council.
Two-thirds voter approval for “earmarked”
revenues.
Nonetheless, there may be options for increased user
fees, fines or use of property. (On the other hand, if
these were easy to do, we would probably have
already done them!) Employees throughout the
organization will be encouraged to surface revenue-
raising options, with the recognition that expenditure
reductions are likely to play the play the leading role
in balancing the budget.
Significant New Revenues: Voter Support Required
Voter approval will require time for effective
preparation before a measure is placed on the
ballot.
Attachment 1
B2 - 10
Fiscal Health Contingency Plan Page 5
Critical Success Factor: An effective,
community-based group that will work hard to
pass measure.
Legislative Advocacy
Depending on the reason for the adverse
circumstances (and especially if they are driven by
state or federal budget actions), the City will work
closely with its elected representatives and others
(such as the League of California Cities) in
mitigating service (and related cost) reductions.
Unlikely Long-Term Budget Balancers
Fund balance below policy levels. Using fund
is balance is a one-time course of action; it
cannot fix a structural imbalance.
Significant reductions in training. With fewer
employees, it will be even more important to
ensure that we have a highly-skilled, well-
trained work force.
Involvement and Participation
The City will actively solicit and encourage
participation by key stakeholders in the budget-
balancing process including:
Organization as a whole.
Employee associations.
Community groups.
This will require effective and ongoing
communication with them.
The Budget-Balancing Paradox. Balancing the
budget and closing the “forecast gap” from a strictly
numbers perspective is easy. However, after cutting
CIP projects, reducing staff, and negotiating and
implementing employee concessions, emerging from
the process with a vibrant, high-morale, high-
productivity organization is hard. Which leads to
the budget-balancing paradox: at a time when the
organization is at its nadir with downsizing, the
resulting smaller organization needs its employees to
be even more energized, fired-up and motivated to
perform.
In our experience, there is only one way to beat this
paradox: believing that the process used in
communicating with employees and meaningfully
engaging them in finding solutions matters. To use
Steven Coven’s metaphor, how we go about this
process is an opportunity to make deposits in our
credibility bank, not just withdrawals. It’s an
opportunity to both show our organizational
character and values, and to build them.
Employee Involvement
Department heads will encourage employee
participation and involvement in preparing
expenditure reduction options.
The City will strive to identify likely position
reductions resulting from this plan six months
before implementation in order to:
Be straight forward with affected employees
about their employment outlook.
Provide transfer opportunities.
Allow affected employees a reasonable
amount of time to make other plans.
Key Value: Respect. There are downsides to this
approach, and many organizations consciously keep
force-reduction actions under wraps as long as
possible because of them. However, treating
employees with respect means informing them about
City plans that affect them as soon as possible.
It also means sharing the hard facts (and
consequences) in a straightforward and timely way,
even if this is painful at times for the organization.
Because ultimately, respect means believing
(contrary to Jack Nicholson's Marine Colonel Jessup
in A Few Good Men) that employees can handle the
truth.
Communication Strategies
The following identifies possible communication
strategies with employees and the community.
Employees
Ongoing employee briefings with City Manager,
Finance & IT Director and Department Heads.
Attachment 1
B2 - 11
Fiscal Health Contingency Plan Page 6
Ongoing updates via voice mail or email.
Periodic “newsletters” and “rumor control
corner” on the Intranet
Ongoing briefings with employee association
representatives.
Special organization-wide briefings as
appropriate.
Community
Viewpoint articles in The Tribune and editorial
board briefings.
New releases.
Presentations to interested community groups.
Periodic “newsletters” via direct mail or utility
billing inserts.
Web site updates.
Community forums and workshops.
Possible Formation of Community Advisory Group
We may form an “ad hoc” advisory group depending
on the circumstances, with careful consideration of:
When should they become involved in the
process?
Who should be on it?
What’s their role?
Finalize and Implement Action Plan
With advice from Department Heads and the
Budget Review Team, the City Manager is
responsible for preparing the recommended
action plan.
Council approval is required for implementation.
Finance will closely monitor results of the action
plan in achieving its goal, and will quickly
report any significant deviations to the City
Manager and Council.
SUMMARY
While the specifics of both the process will change
based on the circumstances, having a clear strategy
in place as the foundation for decision-making in
tough fiscal times that reflects our organizational
values has been a key factor in the City’s success in
preserving our long-term fiscal and our
organizational vitality.
Attachment 1
B2 - 12
Measure Y Impact Analysis
This report is intended to portray the potential impacts of an annual loss of revenue in excess of
$6.5 million. It does not reflect a proposed budget or Financial Plan for 2015-17. The analysis
provided here is representative of the impacts that can be expected from the loss of such a large
portion of the City’s revenue stream. If such a reduction is required the actual reductions will be
developed as part of the 2015-17 Financial Planning process.
In the event the Measure Y revenue stream is not renewed, the Fiscal Health Contingency Plan
would be activated as part of the 2015-17 Financial Plan process in order to address a loss of
revenue in 2015-16 and beyond. This will allow the Council and community an opportunity to
thoroughly analyze the City’s current financial forecast and make informed decisions to address
the revenue loss based on priorities and community needs defined during the development of the
2015-17 Financial Plan. The development of the 2015-17 Financial Plan would include:
Feedback from residents and other community members would be solicited to
identify their service priorities and needs through the Community Forum, advisory
body meetings, and additional meetings or workshops that may be scheduled in light
of the need to make significant budget reductions.
During the Community Forum, the residents and other community stakeholders will
be asked to participate in a budget reduction exercise, in addition to the normal
process of soliciting ideas and input for development of new Major City Goals.
The Budget Bulletin Survey that the City distributes in advance of the Community
Forum will include questions to help City decision makers gauge community
priorities in an environment where budget reductions have to be made.
A major component of the Council’s Goal-Setting Workshop will focus on the need
for budget reductions so that staff can get initial direction from the Council on where
to focus its efforts in crafting a budget proposal and Major City Goal work programs
that meet the challenge of reducing expenditures to match reduced revenues. It is
anticipated that this session would be wide-ranging and include all cost drivers
including operating program (including staffing) and capital improvement plan costs.
Consistent with past practice, City employees will be engaged in identifying budget
reductions and alternative service delivery methods with the goal of minimizing
impacts to the community.
Department heads will evaluate the most promising cost reduction strategies and
make a recommendation to the City Manager on those they believe should be
implemented. This decision making process will involve the service prioritization
methodology developed during the 2011-13 Financial Plan.
These recommendations will be presented to the City Council as part of the Strategic
Budget Direction process so that the necessary direction can be provided to staff to
produce a balanced Preliminary Financial Plan. This is consistent with the successful
processes that were implemented for many cycles during which budget reductions
were necessary including most recently for the 2009-11 and 2011-13 Financial Plans.
1
Attachment 2
B2 - 13
Measure Y Impact Analysis - Slate 1:
Department Amount FTE Impact Statement
Operating Programs:
Administration - - N/A - Department does not receive Measure Y funding
City Attorney - - N/A - Department does not receive Measure Y funding
Community Development 277,887 3.50
Community Development's Slate 1 reduces 3.5 staff, including 3 staff in the Building and Safety program and 0.5 staff in
Community Development Administration. These actions would limit responses to public health and safety complaints,
eliminate all proactive enforcement, increase response times to complaints, and increase the timeframe for home occupancy
clearances.
Finance/IT - - N/A - Department does not receive Measure Y funding
Fire Department 440,922 3.25
Under Slate 1 the Fire Department would reduce 3.25 positions. The Mechanic Helper position would be reduced to
three/fourths time (.75), two firefighter positions and the Deputy Chief position would be eliminated.
Reducing the Mechanic Helper position will impact the department's ability to service emergency response apparatus and
equipment. This will also shift menial tasks from this position up to the Fire Vehicle Mechanic, and will affect the ability for
the Fire and Public Works Departments to share personnel resources for service, training, and succession planning. The
impact of reducing two Emergency Response firefighter positions includes a reduction in the staffing level of two emergency
response crews. The net result is a reduction in the scope and scale of service of that crew with foreseeable impacts to the
City's ability to provide emergency medical care and rescue operations for sick and/or injured citizens; fire suppression
activities in businesses, residential structures, and the Open Space; and non-emergency-response duties such as
equipment and facilities maintenance, safety inspections, public education and outreach, CERT training, and other duties.
The impact of reducing the Deputy Chief position includes elimination (or reassignment to staff already at capacity) of
Emergency Response training program management, budget development and execution, City disaster preparedness,
CERT, and Emergency Response supervision and leadership. Eliminating the Deputy Chief would negatively impact the
span of control and operational capacity in the Fire Department.
Human Resources - - N/A - Department does not receive Measure Y funding
Total reduction of $6,951,188 including $2,940,788 in operating reductions and $4,010,400 in CIP reduction, based on historical Measure Y allocation of 60% CIP and 40% operating.
Operating reductions are apportioned to General Fund departments based on the amount of Measure Y benefit they currently receive.
2
Attachment 2
B2 - 14
Measure Y Impact Analysis - Slate 1:
Department Amount FTE Impact Statement
Total reduction of $6,951,188 including $2,940,788 in operating reductions and $4,010,400 in CIP reduction, based on historical Measure Y allocation of 60% CIP and 40% operating.
Operating reductions are apportioned to General Fund departments based on the amount of Measure Y benefit they currently receive.
Parks & Recreation 65,230 0.70
Parks and Recreation's Slate 1 includes a reduction to existing data processing services associated with Parks and
Recreation registration and reservations, the elimination of supplemental Adult Softball participant insurance, the elimination
of Jack House Committee promotional funds, the elimination of staffing and programmatic supplies for the Senior Center,
the elimination of a facilitator for Youth Services staff trainings, and the elimination of printed Youth Services Handbooks.
These reductions will have direct impacts on residents, community partners, Parks and Recreation customers, and staff. The
reduction to data processing services will result in increased fees passed on to customers for reservations/registrations for
Parks and Recreation programs and facilities. The elimination of supplemental medical insurance for Adult Softball
participants could have minimal impact on customers as this approach matches emerging industry trends. The Jack House
Committee would no longer receive City funds to promote events at the Historic Jack House and Gardens; the committee
would need to utilize other revenue sources and/or seek donations to promote events. With eliminations to the Senior
Center program, the Senior Center Executive Board would be required to solicit donations and/or seek volunteers to
continue programs, classes, special events and expansion of the technology opportunities at the center. Elimination of a
Youth Services training facilitator reduces the opportunities offered to staff providing services that require significant training
to keep up with ever- evolving standards and trends. Youth Services Handbooks will continue to be available for download
online, however the elimination of printed copies will affect families without computer/internet access.
Police Department 1,016,029 8.00
Eliminating eight (8) positions (5 sworn and 3 civilian) from the Police Department would significantly impact both the
department and the community. Patrol services would be reduced in the downtown during the daytime hours, a reduction in
patrol staffing would increase workloads to other existing staff. Increased workloads could impact their ability to respond to
non-emergency calls for service. The department would lose the opportunity to work with at-risk youth in our local schools;
the ability to enforce local and countywide drug enforcement activity would be significantly reduced; and the department's
effectiveness in responding to neighborhood groups and concerns would be diminished. Internally, the department would
realize a significant increase in overtime to cover the loss of a position in dispatch due to minimum staffing standards.
Public Works 1,140,720 7.00
Public Works Slate 1 includes reduction of staff and contract services in the divisions of Capital Improvement Plan
Engineering, Parks & Landscape Maintenance, and Transportation. Neighborhood traffic management program and traffic
operations program report will be eliminated, with bicycle program support reduced and substantial delays to traffic related
citizen requests. Some engineering resources will be eliminated with the remaining staff (4 FTE) shifting their project focus
from General Fund project management to utility project design to reduce overall utility project CIP costs.
Staffing and contract service reductions will cause Administration inquiry response times to slow and assistance to staff will
be reduced or eliminated. Sports field preparations, Farmer's Market portable restroom provision, special event support, and
park trash pickup will be eliminated and street medians, roadside vegetation maintenance and tree trimming will be reduced,
increasing vegetation in the roadway and limb drops and associated damage claims. Shifting of staff from General Fund
project management to utility project design will reduce available support for General Fund capital projects, unplanned
projects, activities and inquiries.
Total Operating 2,940,788 22.45
3
Attachment 2
B2 - 15
Measure Y Impact Analysis - Slate 1:
Department Amount FTE Impact Statement
Total reduction of $6,951,188 including $2,940,788 in operating reductions and $4,010,400 in CIP reduction, based on historical Measure Y allocation of 60% CIP and 40% operating.
Operating reductions are apportioned to General Fund departments based on the amount of Measure Y benefit they currently receive.
CIP:
General Purpose CIP *2,915,991 -
Reduces General Purpose CIP by $2.916 million or 85%. Paving is reduced by $1.074 million or 73%. Funding is eliminated
for Marsh Street Bridge Replacement, a reduction of $734,000. Storm Drainage System Replacement is cut by $518,000 or
90%. Bicycle, Sidewalk and Pedestrian project funding of $185,000 is eliminated. Transportation Management projects,
including City Wayfinding Signs, Neighborhood Traffic Improvements and Traffic Operation Improvement projects, are
reduced by $100,000.
Fleet Replacement *423,951 -
Fleet Replacement CIP is reduced by $423,951 or 68% for 2015-16. This reduction would affect the scheduled fleet
purchases for Police, Construction Regulation, Parks Maintenance, IT, Buildings, and Fleet Management. Instead of
purchasing vehicles according to the current schedule, the Fleet Supervisor would work with Departments to prioritize Fleet
spending.
Major Facility Replacement **345,000 -
Funding for Major Facility Replacement CIP is eliminated. $345,000 represents 2015-16 funding for Golf Course restroom
replacement ($265,000) and Mission Plaza Restroom design ($80,000). The Laguna Lake Golf Course restroom has been
evaluated and found to be in need of replacement. The ability of Mission Plaza to host events throughout the year will be
impacted due to existing operational issues with the restroom facilities.
IT Replacement **125,458 -
IT replacement funding is reduced by $125,458 or 76%. This reduction limits the replacement of handheld radios, mobile
equipment replacement, storage capacity upgrades and replacement.
Open Space Protection CIP **200,000 -
Funding for Open Space Protection is eliminated. This would impact the City's ability in the future to make open space
acquisitions in the Greenbelt surrounding the City.
Total CIP 4,010,400
Total Slate 1 6,951,188 22.45
* Reductions to General Purpose CIP and Fleet Replacement are the same under Slates 1 & 2. Slate 3 reductions are lower for these funds.
** Reductions to Major Facility Replacement, IT Replacement, and Open Space are the same for all three slates.
4
Attachment 2
B2 - 16
Measure Y Impact Analysis - Slate 2:
Department Amount FTE Impact Statement
Operating Programs:
Administration 172,560 -
The Administration Department's Slate 2 includes reductions to contract services, external support, and reductions to
training/education, and supplies.
Reductions to contract services will result in more in-house work efforts. This will create longer timeframes for operating
program and project implementation, as well as tradeoffs for which projects get accomplished, by the City Manager's Office,
City Clerk, Natural Resources, Economic Development and Tourism program areas. Reductions to external support will
result in reduced support for community cultural partners. Other reductions will result in less staff training/education, less
supplies for maintaining two high-functioning offices, and significant cuts to extracurriculars like Council meeting dinners and
the Advisory Body Gala.
City Attorney 40,282 0.24
Under Slate 2 the City Attorney Department would reduce funds for outside council for prosecution of code enforcement
cases and reduce administrative staff.
Reduction in available resources to obtain outside legal counsel/conflict counsel services will impact the ability to quickly
direct resources to code enforcement matters without returning to Council or City Manager with funding requests. Reduction
in administrative staff would create administrative and processing slowdowns in court filings, document preparation and
review, legislative platform issues response; redirection of attorney time to routine administrative tasks and office
management.
Community Development 90,184 1.00
Community Development's Slate 2 includes a reduction of 1 staff in the Building and Safety program. This action would
reduce ability to initiate proactive code enforcement, increase response times for property maintenance complaints, and
reduce the frequency and intensity of neighborhood patrols.
Finance / IT 237,129 0.50
Finance and IT's Slate 2 includes a reduction in PC purchases and technology replacements, reduction in training programs,
and a reduction of 0.5 Administrative Assistant position.
Reduction of PC and technology replacements would require that we keep hardware in operation longer, which could lead to
incompatibility and equipment failures. That in turn would create an increase in trouble reports. Reduction in FIT department
and Citywide training will impact staff efficiency and will also impact users knowledge of applications. This will have an
adverse affect on project timelines. Reduction of 0.5 Admin Assistant position will create increased dependence on outside
departments for the completion of financial tasks, particularly preparation of the budget.
Total reduction of $6,951,360 including $2,940,960 in operating reductions and $4,010,400 in CIP reduction, based on historical Measure Y allocation of 60% CIP and 40%
operating. Operating reductions are apportioned to all General Fund departments based on their proportion of the General Fund budget.
5
Attachment 2
B2 - 17
Measure Y Impact Analysis - Slate 2:
Department Amount FTE Impact Statement
Total reduction of $6,951,360 including $2,940,960 in operating reductions and $4,010,400 in CIP reduction, based on historical Measure Y allocation of 60% CIP and 40%
operating. Operating reductions are apportioned to all General Fund departments based on their proportion of the General Fund budget.
Fire 559,193 4.25
Under slate 2 the Fire Department would reduce 4.25 positions and Fire Prevention staff training: the Mechanic Helper
position would be reduced to three-fourths time (.75), three firefighter positions and the Deputy Chief position would be
eliminated.
Reducing the Mechanic Helper position will impact the department's ability to service emergency response apparatus and
equipment. This will also shift menial tasks from this position up to the Fire Vehicle Mechanic, and will affect the ability for
the Fire and Public Works Departments to share personnel resources for service, training, and succession planning. The
impact of reducing three Emergency Response firefighter positions includes a reduction in the staffing level of three
emergency response crews. The net result is a reduction in the scope and scale of service of that crew with foreseeable
impacts to the City's ability to provide emergency medical care and rescue operations for sick and/or injured citizens; fire
suppression activities in businesses, residential structures, and the Open Space; and non-emergency-response duties such
as equipment and facilities maintenance, safety inspections, public education and outreach, CERT training, and other
duties. The impact of reducing the Deputy Chief position includes elimination (or reassignment to staff already at capacity)
of Emergency Response training program management, budget development and execution, City disaster preparedness,
CERT, and Emergency Response supervision and leadership. Eliminating the Deputy Chief would negatively impact the
span of control and operational capacity in the Fire Department. The impact of reducing the Fire Prevention training funds
includes the elimination all outside opportunities to educate and certify the staff, whose technical responsibilities include
such dynamic activates as fire plan review for development/redevelopment, building safety inspections including high target
hazard occupancies, and fire cause and origin investigations.
Human Resources 60,734 -
Human Resources Slate 2 includes elimination of the Wellness program and reduction in funding for the Human Relations
Commission Grants in Aid.
The goal of the employee wellness program is to take proactive measures to enhance the health and wellbeing of
employees. The potential impact of eliminating this program is increased time away from work due to injury and/or illness,
reduced productivity due to stress or other factors, and increased turnover due to reduced job satisfaction. Many studies
have suggested that employee wellbeing has a direct impact on the success of any organization.
The grants in aid program is administered by the Human Relations Commission and provides funding to local non-profit
agencies that promote the economic and social well-being of its citizens. Currently, grants are awarded to fund programs
such as homeless prevention, hunger and malnutrition prevention, supportive physical and mental health services, services
for seniors and people with disabilities, and supportive services for youth and their development; especially targeted to youth
at risk. The proposed reduction would decrease grant funding by approximately 35%. The impact of this reduction would be
a decrease in services for community members in need.
6
Attachment 2
B2 - 18
Measure Y Impact Analysis - Slate 2:
Department Amount FTE Impact Statement
Total reduction of $6,951,360 including $2,940,960 in operating reductions and $4,010,400 in CIP reduction, based on historical Measure Y allocation of 60% CIP and 40%
operating. Operating reductions are apportioned to all General Fund departments based on their proportion of the General Fund budget.
Parks & Recreation 135,085 2.90
Parks and Recreation's Slate 2 includes a reduction to existing data processing services associated with Parks and
Recreation registration and reservations, the elimination of supplemental Adult Softball participant insurance, the elimination
of Jack House Committee promotional funds, the elimination of staffing and programmatic supplies for the Senior Center,
the elimination of a facilitator for Youth Services staff trainings, the elimination of the Teen Program, and a reduction to
staffing within the Parks and Recreation Administration Division.
These reductions will have direct impacts on residents, community partners, Parks and Recreation customers, and staff.
The reduction to data processing services will result in increased fees passed on to customers for reservations/registrations
for Parks and Recreation programs and facilities. The elimination of supplemental medical insurance for Adult Softball
participants could have minimal impact on customers as this approach matches emerging industry trends. The Jack House
Committee would no longer receive City funds to promote events at the Historic Jack House and Gardens; the committee
would need to utilize other revenue sources and/or seek donations to promote events. With eliminations to the Senior
Center program, the Senior Center Executive Board would be required to solicit donations and/or seek volunteers to
continue programs, classes, special events and expansion of the technology opportunities at the center. Elimination of a
Youth Services training facilitator reduces the opportunities offered to staff providing services that require significant training
to keep up with ever- evolving standards and trends. The elimination of the Teen Program at Laguna Middle School will
impact over 100 teens served weekly and currently no other services of this nature are available for this age group. Studies
have shown these programs are diversionary in nature and without them negative and criminal behaviors increase. A
reduction in staffing in the Parks and Recreation Administration Division would impact the entire Department by reducing
community outreach, marketing and design projects needed to support and promote facilities and programs (including Public
Art, Youth Sports, Special Events, and Youth Services), which could reduce programmatic participation.
Police 949,895 7.00
Eliminating seven (7) positions (5 sworn and 2 civilian) from the Police Department would significantly impact both the
department and the community. Patrol services would be reduced in the downtown during the daytime hours, a reduction in
patrol staffing would increase workloads to other existing staff. Increased workloads could impact their ability to respond to
non-emergency calls for service. The department would lose the opportunity to work with at-risk youth in our local schools;
the ability to enforce local and countywide drug enforcement activity would be significantly reduced; and the department's
effectiveness in responding to neighborhood groups and concerns would be diminished.
Public Works 695,899 2.00
Under Slate 2 the Public Works Department would reduce staffing in the division of Capital Improvement Project (CIP)
Engineering. In addition, 4 engineering staff will shift their project focus from General Fund project management to utilities
project design to reduce overall utility project CIP costs.
Reduction of staffing in the CIP Engineering program is to align with a reduction in CIP. This will reduce ability to respond to
unplanned projects, activities, and inquiries. Shifting of staff from General Fund project management to utility project design
will also reduce available support for General Fund capital projects, unplanned projects, activities and inquiries.
Total Operating 2,940,960 17.9
7
Attachment 2
B2 - 19
Measure Y Impact Analysis - Slate 2:
Department Amount FTE Impact Statement
Total reduction of $6,951,360 including $2,940,960 in operating reductions and $4,010,400 in CIP reduction, based on historical Measure Y allocation of 60% CIP and 40%
operating. Operating reductions are apportioned to all General Fund departments based on their proportion of the General Fund budget.
CIP:
General Purpose CIP*2,915,991 -
Reduces General Purpose CIP by $2.916 million or 85%. Paving is reduced by $1.074 million or 73%. Funding is eliminated
for Marsh Street Bridge Replacement, a reduction of $734,000. Storm Drainage System Replacement is cut by $518,000 or
90%. Bicycle, Sidewalk and Pedestrian project funding of $185,000 is eliminated. Transportation Management projects,
including City Wayfinding Signs, Neighborhood Traffic Improvements and Traffic Operation Improvement projects, are
reduced by $100,000.
Fleet Replacement*423,951 -
Fleet Replacement CIP is reduced by $423,951 or 68% for 2015-16. This reduction would affect the scheduled fleet
purchases for Police, Construction Regulation, Parks Maintenance, IT, Buildings, and Fleet Management in 2015-16.
Instead of purchasing vehicles according to the current schedule, the Fleet Supervisor would work with Departments to
prioritize Fleet spending.
Major Facility Replacement**345,000 -
Funding for Major Facility Replacement CIP is eliminated. $345,000 represents 2015-16 funding for Golf Course restroom
replacement ($265,000) and Mission Plaza Restroom design ($80,000). The Laguna Lake Golf Course restroom has been
evaluated and found to be in need of replacement. The ability of Mission Plaza to host events throughout the year will be
impacted due to existing operational issues with the restroom facilities.
IT Replacement**125,458 -
IT replacement funding is reduced by $125,458 or 76%. This reduction limits the replacement of handheld radios, mobile
equipment replacement, storage capacity upgrades and replacement.
Open Space Protection**200,000 -
Funding for Open Space Protection is eliminated. This would impact the City's ability in the future to make open space
acquisitions in the Greenbelt surrounding the City.
Total CIP 4,010,400
Total Slate 2 6,951,360 17.9
* Reductions to General Purpose CIP and Fleet Replacement are the same under Slates 1 & 2. Slate 3 reductions are lower for these funds.
** Reductions to Major Facility Replacement, IT Replacement, and Open Space are the same for all three slates.
8
Attachment 2
B2 - 20
Measure Y Impact Analysis - Slate 3:
Department Amount FTE Impact Statement
Operating Programs:
Administration 143,800 -
The Administration Department's Slate 3 includes reductions to contract services, external support, and reductions to
training/education, and supplies. Reductions to external support would be less if Slate 3 is chosen versus Slate 2.
Reductions to contract services will result in more in-house work efforts. This will create longer timeframes for operating
program and project implementation, as well as tradeoffs for which projects get accomplished, by the City Manager's
Office, City Clerk, Natural Resources, Economic Development and Tourism program areas. Reductions to external
support will result in reduced support for community cultural partners. Other reductions will result in less staff
training/education, less supplies for maintaining two high-functioning offices, and significant cuts to extracurriculars like
Council meeting dinners and the Advisory Body Gala.
City Attorney 33,569 0.15
Under Slate 3 the City Attorney Department would reduce funds for outside council for prosecution of code enforcement
cases and reduce administrative staff.
Reduction in available resources to obtain outside legal counsel/conflict counsel services will impact the ability to quickly
direct resources to code enforcement matters without returning to Council or City Manager with funding requests.
Reduction in administrative staff would create administrative and processing slowdowns in court filings, document
preparation and review, legislative platform issues response; redirection of attorney time to routine administrative tasks
and office management.
Community Development 75,153 1.0
Community Development's Slate 3 includes a reduction of 1 staff in the Building and Safety program. This action would
reduce ability to initiate proactive code enforcement, increase response times for property maintained complaints, and
reduce the frequency and intensity of neighborhood patrols.
Finance/IT 197,607 -
Finance and IT's Slate 3 includes a reduction in PC purchases and technology replacements, and a reduction in training
programs.
Reduction of PC and technology replacements would require that we keep hardware in operation longer, which could lead
to incompatibility and equipment failures. That in turn would create an increase in trouble reports. Reduction in FIT
department and Citywide training will impact staff efficiency and will also impact users knowledge of applications. This will
have an adverse affect on project timelines.
Total reduction of $6,906,800 including $2,450,800 in operating reductions, $2,228,000 in CIP reduction, and $2,228,000 in compensation reductions. Reductions were assigned at
33% operating, 33% CIP, and 33% compensation. Operating reductions are apportioned to all General Fund departments based on their proportion of the General Fund budget, and
were increased to 110% to provide options.
9
Attachment 2
B2 - 21
Measure Y Impact Analysis - Slate 3:
Department Amount FTE Impact Statement
Total reduction of $6,906,800 including $2,450,800 in operating reductions, $2,228,000 in CIP reduction, and $2,228,000 in compensation reductions. Reductions were assigned at
33% operating, 33% CIP, and 33% compensation. Operating reductions are apportioned to all General Fund departments based on their proportion of the General Fund budget, and
were increased to 110% to provide options.
Fire Department 465,994 3.5
Under slate three the Fire Department would reduce 3.5 positions. The Mechanic Helper position would be reduced to half
time (.50), two firefighter positions and the Deputy Chief position would be eliminated.
Reducing the Mechanic Helper position will impact the department's ability to service emergency response apparatus and
equipment. This will also shift menial tasks from this position up to the Fire Vehicle Mechanic, and will affect the ability for
the Fire and Public Works Departments to share personnel resources for service, training, and succession planning. The
impact of reducing two Emergency Response firefighter positions includes a reduction in the staffing level of two
emergency response crews. The net result is a reduction in the scope and scale of services of that crew with foreseeable
impacts to the City's ability to provide emergency medical care and rescue operations for sick and/or injured citizens; fire
suppression activities in businesses, residential structures, and the Open Space; and non-emergency-response duties
such as equipment and facilities maintenance, safety inspections, public education and outreach, CERT training, and
other duties. The impact of reducing the Deputy Chief position includes elimination (or reassignment to staff already at
capacity) of Emergency Response training program management, budget development and execution, City disaster
preparedness, CERT, and Emergency Response supervision and leadership. Eliminating the Deputy Chief would
negatively impact the span of control and operational capacity in the Fire Department.
Human Resources 50,611 -
Human Resources Slate 3 includes elimination of the Wellness program and reduction in funding for the Human Relations
Commission Grants in Aid.
The goal of the employee wellness program is to take proactive measures to enhance the health and wellbeing of
employees. The potential impact of eliminating this program is increased time away from work due to injury and/or illness,
reduced productivity due to stress or other factors, and increased turnover due to reduced job satisfaction. Many studies
have suggested that employee wellbeing has a direct impact on the success of any organization.
The grants in aid program is administered by the Human Relations Commission and provides funding to local non-profit
agencies that promote the economic and social well-being of its citizens. Currently, grants are awarded to fund programs
such as homeless prevention, hunger and malnutrition prevention, supportive physical and mental health services,
services for seniors and people with disabilities, and supportive services for youth and their development; especially
targeted to youth at risk. The proposed reduction would decrease grant funding by approximately 28%. The impact of this
reduction would be a decrease in services for community members in need.
10
Attachment 2
B2 - 22
Measure Y Impact Analysis - Slate 3:
Department Amount FTE Impact Statement
Total reduction of $6,906,800 including $2,450,800 in operating reductions, $2,228,000 in CIP reduction, and $2,228,000 in compensation reductions. Reductions were assigned at
33% operating, 33% CIP, and 33% compensation. Operating reductions are apportioned to all General Fund departments based on their proportion of the General Fund budget, and
were increased to 110% to provide options.
Parks & Recreation 112,571 2.2
Parks and Recreation's Slate 3 includes a reduction to existing data processing services associated with Parks and
Recreation registration and reservations, the elimination of supplemental Adult Softball participant insurance, the
elimination of Jack House Committee promotional funds, the elimination of staffing and programmatic supplies for the
Senior Center, the elimination of the Teen Program, and elimination of printed Youth Services Handbooks. The difference
between Parks & Recreation Slate 2 & 3 is that Slate 3 does not include a reduction to staffing in the Parks & Recreation
Administration Division.
These reductions will have direct impacts on residents, community partners, Parks and Recreation customers, and staff.
The reduction to data processing services will result in increased fees passed on to customers for
reservations/registrations for Parks and Recreation programs and facilities. The elimination of supplemental medical
insurance for Adult Softball participants could have minimal impact on customers as this approach matches emerging
industry trends. The Jack House Committee would no longer receive City funds to promote events at the Historic Jack
House and Gardens; the committee would need to utilize other revenue sources and/or seek donations to promote events.
With eliminations to the Senior Center program, the Senior Center Executive Board would be required to solicit donations
and/or seek volunteers to continue programs, classes, special events and expansion of the technology opportunities at the
center. The elimination of the Teen Program at Laguna Middle School will impact over 100 teens served weekly and
currently no other services of this nature are available for this age group. Studies have shown these programs are
diversionary in nature and without them negative and criminal behaviors increase. Youth Services Handbooks will
continue to be available for download online, however the elimination of printed copies will affect families without
computer/internet access.
Police 791,579 6.0
Eliminating six (6) positions (5 sworn and 1 civilian) from the Police Department would significantly impact both the
department and the community. Patrol services would be reduced in the downtown during the daytime hours, a reduction
in patrol staffing would increase workloads to other existing staff. Increased workloads could result in their ability to
respond to non-emergency calls for service. The department would lose the opportunity to work with at-risk youth in our
local schools; the ability to enforce local and countywide drug enforcement activity would be significantly reduced.
Public Works 579,916 1.0
Under Slate 3 the Public Works Department would reduce staffing in the division of Capital Improvement Project (CIP)
Engineering. In addition, 4 engineering staff will shift their project focus from General Fund project management to utilities
project design to reduce overall utility project CIP costs.
Reduction of staffing in the CIP Engineering program is to align with a reduction in CIP. This will reduce ability to respond
to unplanned projects, activities, and inquiries. Shifting of staff from General Fund project management to utility project
design will also reduce available support for General Fund capital projects, unplanned projects, activities and inquiries.
Total Operating 2,450,800 13.9
11
Attachment 2
B2 - 23
Measure Y Impact Analysis - Slate 3:
Department Amount FTE Impact Statement
Total reduction of $6,906,800 including $2,450,800 in operating reductions, $2,228,000 in CIP reduction, and $2,228,000 in compensation reductions. Reductions were assigned at
33% operating, 33% CIP, and 33% compensation. Operating reductions are apportioned to all General Fund departments based on their proportion of the General Fund budget, and
were increased to 110% to provide options.
CIP:
General Purpose CIP*1,233,591 -
Slates 3 reduces General Purpose CIP by $1.233 million, representing 36% of the 2015-16 budget for this fund. Paving
projects are reduced by $664,300 or 45%. Storm Drainage System Replacement is cut by $228,000 or 39%. Pedestrian
and Bicycle Path funding is reduced by $86,000 or 59%. Transportation Management projects, including City Wayfinding
Signs, Neighborhood Traffic Improvements and Traffic Operation Improvement projects, are reduced by $70,000.
Fleet Replacement*323,951 -
Fleet Replacement CIP is reduced by $323,951 or 52% for 2015-16. This reduction would affect the scheduled fleet
purchases for Police, Construction Regulation, Parks Maintenance, IT, Buildings, and Fleet Management in 2015-16.
Instead of purchasing vehicles according to the current schedule, the Fleet Supervisor would work with Departments to
prioritize Fleet spending.
Major Facility Replacement**345,000 -
Funding for Major Facility Replacement CIP is eliminated. $345,000 represents 2015-16 funding for Golf Course restroom
replacement ($265,000) and Mission Plaza Restroom design ($80,000). The Laguna Lake Golf Course restroom has been
evaluated and found to be in need of replacement. The ability of Mission Plaza to host events throughout the year will be
impacted due to existing operational issues with the restroom facilities.
IT Replacement**125,458 -
IT replacement funding is reduced by $125,458 or 76%. This reduction limits the replacement of handheld radios, mobile
equipment replacement, storage capacity upgrades and replacement.
Open Space Protection CIP**200,000 -
Funding for Open Space Protection is eliminated. This would impact the City's ability in the future to make open space
acquisitions in the Greenbelt surrounding the City.
Total CIP 2,228,000 13.85
Compensation Reductions 2,228,000 -
A 5.9% reduction in General Fund staffing costs is required in order to realize an aggregate savings of $2.228 million.
Personnel cost reductions must be bargained for and may include such actions as salary reductions or reductions to the
City's contribution for retirement and/or health care benefits. In order to address the fact that personnel cost reductions
can not become effective immediately upon adoption of the budget, the use of General Fund reserves, excess revenues,
prior carryovers, or other operating cost reductions may be required to generate savings ahead of the actual personnel
cost reductions becoming effective.
Total Compensation 2,228,000
Total Slate 3 6,906,800 13.85
* Reductions to General Purpose CIP and Fleet Replacement are the same under Slates 1 & 2. Slate 3 reductions are lower for these funds.
** Reductions to Major Facility Replacement, IT Replacement, and Open Space are the same for all three slates.
12
Attachment 2
B2 - 24