HomeMy WebLinkAbout03-08-2018 REOC Packet
City of San Luis Obispo, Council Agenda, City Hall, 990 Palm Street, San Luis Obispo
Agenda
Revenue Enhancement Oversight Commission
Thursday, March 8th, 2018
5:30 pm REGULAR MEETING Council Hearing Room 990 Palm Street San Luis Obispo, CA CALL TO ORDER: ROLL CALL: Ken Kienow, Jeannette McClure, Ken Tasseff, Vice Chair Chris Coates and Chair Michael Multari MINUTES: Minutes of December 7, 2017. Approve or amend.
PUBLIC COMMENT PERIOD FOR ITEMS NOT ON THE AGENDA At this time, people may address the Commission about items not on the agenda. Persons wishing to speak should come forward and state their name and city of residence. Comments are limited to five minutes per person. Items raised at this time are generally referred to the staff and, if action by the Commission is necessary, may be scheduled for a future meeting. BUSINESS ITEMS 1. Annual Audit Review. Review the audited financial statements contained in the Comprehensive Annual Financial Report for the Local Revenue Measure (Xenia Bradford).
2. Annual Community Report Review/Annual Citizen Oversight Meeting. Review the draft 2016-17 Annual Community Report and Report in Brief and provide feedback. Review and discuss recommendations for the 2016-17 Annual Community Oversight meeting (Ryan Betz & Greg Hermann).
COMMENT & DISCUSSION 1. Staff Communications a. Funding the Future of SLO presentation 2. Commission Communications
ADJOURNMENT
Minutes - DRAFT
Citizens’ Revenue Enhancement Oversight Commission
Thursday, December 7, 2017 CALL TO ORDER
A Regular Meeting of the Citizens’ Revenue Enhancement Oversight Commission was called to order on Thursday, December 7, 2017 at 5:38 p.m. in the Council Hearing Room, located at 990 Palm Street, San Luis Obispo, California, by Acting Chair Tasseff ROLL CALL
Present: Commissioners Ken Kienow, Jeannette McClure, and Ken Tasseff. Absent: Commissioners Chris Coates (Arrived at 5:45 pm) and Chair Michael Multari (Arrived at 5:53 pm) Staff: Greg Hermann, Acting Assistant City Manager, Matt Horn, City Engineer, Alex Ferreira, Budget Manager, Ryan Betz, Senior Analyst, Tim Bochum, Deputy Director of Public Works and Carrie Gallagher, City Clerk. Public: Courtney Meznarich, Account Manager with Barnett Cox & Associates PUBLIC COMMENT ON ITEMS NOT ON THE AGENDA None ---End of Public Comments--- CONSIDERATION OF MINUTES
ACTION: MOTION BY COMMISSIONER KIENOW, SECOND BY COMMISSIONER MCCLURE, CARRIED 3-0 (COATES ABSENT, MULTARI ABSENT) to approve the minutes of the March 20, 2017 meeting. BUSINESS ITEM
1. Administer Oath of Office Carrie Gallagher, City Clerk, administered the oath of office for newly appointed Commissioner Jeannette McClure.
Minutes – Revenue Enhancement Oversight Commission of December 7, 2017 Page 2
2. Review Purpose of the Revenue Enhancement Oversight Commission (REOC) and T3 Elect Officers T4 Greg Hermann, Acting Assistant City Manager, provided a reviewed the purpose of the Revenue Enhancement Oversight Commission Commissioner Tasseff inquired on options available to the Members regarding re-wording the Commission’s established purpose as stated in the City Municipal Code. Greg Hermann, Acting Assistant City Manager, stated that the Commission could make a recommendation to the Council. Commissioner Tasseff concluded that unless it could be accomplished administratively, he wasn’t inclined to suggest the change. Public Comments: None. ---End of Public Comments--- Commission Kienow inquired on Chair Multari’s thoughts on serving another term as Commission Chair; he responded affirmatively that he would be willing. ACTION: MOTION BY COMMISSIONER TASSEFF, SECOND BY COMMISSIONER KIENOW, CARRIED UNANIMOUSLY to elect Commissioner Multari as Chair of the commission. ACTION: MOTION BY COMMISSIONER TASSEFF, SECOND BY COMMISSIONER KIENOW, CARRIED UNANIMOUSLY to elect Commissioner Coates as Vice Chair of the commission. 3. 2016-17 Local Revenue Measure Year-end Expenditures T5 Greg Hermann, Acting Assistant City Manager, Ryan Betz, Senior Analyst, Tim Bochum, Deputy Director Public Works, and Matt Horn, City Engineer reviewed the 2016-17 operating and capital expenditures reports and responded to commission questions. Public Comments: None. ---End of Public Comments--- ACTION: MOTION BY COMMISSIONER TASSEF, SECOND BY COMMISSIONER KIENOW, CARRIED UNANIMOUSLY to receive and file the 2016-17 Local Revenue Measure Year-end Expenditures report.
Minutes – Revenue Enhancement Oversight Commission of December 7, 2017 Page 3
4. 2016-17 Annual Community Report and Citizen Oversight Meeting The Commission discussed their priorities for the 2016-17 Community Report and Oversight Meeting needs and provided direction to staff. Discussion ensued regarding the need for a 2-person ad hoc committee to work directly with staff to assist with concept and development of the report. Courtney Meznarich, Account Manager with Barnett Cox & Associates reviewed the appearance of the prior report and suggested some minor changes. Commission members agreed to take a group photo to include in the report. Chair Multari asked for any volunteers to form the ad hoc committee, both Commissioner McClure and Commission Kienow voiced interest. ACTION: BY CONSENSUS, COMMISSIONER MCCLURE and COMMISSIONER KIENOW will comprise an Ad Hoc subcommittee to assist in the development of the annual community report. Discussion ensued regarding the upcoming Citizens Annual Oversight meeting. Greg Hermann, Acting Assistant City Manager noted that attendance was very low in previous years and that outreach was very important. He provided the Commission with meeting criteria and after discussion, the Commission agreed on the following: Citizen Annual Oversight Meeting to be held: Meeting Date: Weekday Time: Evening Venue: Chamber Presentation Type: Facebook Live Date to be determined Public Comments: None. ---End of Public Comments--- COMMENT AND DISCUSSION
5. Staff Communications Greg Hermann, Acting Assistant City Manager, presented the City’s Fiscal Health Response Plan and responded to questions from the Commission.
Minutes – Revenue Enhancement Oversight Commission of December 7, 2017 Page 4
Public Comments: None. ---End of Public Comments--- 6. Commission Communications Chair Multari inquired feedback from the Commission regarding approval of his informal way of chairing the meeting, all agreed that they approved. Public Comments: None. ---End of Public Comments--- ADJOURNMENT
ACTION: MOTION BY COMMISSIONER COATES, SECOND BY COMMISSIONER MCCLURE, CARRIED UNANIMOUSLY to adjourn the meeting at 8:00 p.m. The next regular meeting date and time for the Citizens’ Revenue Enhancement Oversight Commission will be determined. APPROVED BY THE ADVISORY CITIZEN’S REVENUE ENHANCEMENT OVERSIGHT COMMISSION: XX/XX/2018
Revenue Enhancement Oversight Commission
March 8, 2018
FROM: Xenia Bradford, Finance Director SUBJECT: ANNUAL AUDIT REVIEW RECOMMENDATION 1. Review the audited financial statements contained in the Comprehensive Annual Financial Report (CAFR) for the Local Revenue Measure. DISCUSSION Ordinance No. 1605, establishes the Citizens’ Revenue Enhancement Oversight Commission (REOC) and includes specific citizen oversight and fiscal accountability provisions for the Local Revenue Measure. These provisions include an annual review of the audited financial statements for the Local Revenue Measure: 2.14.040(C.) Annual Audit. The REOC shall meet annually to review the audited financial statements contained in the Comprehensive Annual Financial Report for the Essential Services Measure. On January 16, 2018, the City Council accepted the CAFR for Fiscal Year 2016-17. As required by the City Charter, the financial statements for the City (including the Local Revenue Measure) were audited by independent certified public accountants. The objective of a financial audit is to provide users of the financial reports with reasonable assurance from an independent source that the reports are reliable. The auditor, Glenn Burdette, issued the financial statements with an unmodified opinion which means that they are presented fairly and in conformity with generally accepted accounting principles (see Independent Auditor’s Report on pages 1-3 of the CAFR). The table below shows a ($237,503) net balance in the Local Revenue Measure fund at the end of FY 2016-17. This means that the General Fund balance was impacted negatively by Local Revenue Measure sub-fund. The net negative position in the sub-fund is due to lowered projections in the sales tax receipts over the last two fiscal years compared to original adopted budgets. Since the revenue projections were lowered, the expenditures exceeded revenues and resulted in the net negative sub-fund balance. The variance will be adjusted to reimburse the General Fund with 2019-21 Financial Plan. At the end of fiscal year 2016-17, $6.1 million remains appropriated but not yet expanded for already approved and reviewed by the REOC capital improvement projects it this fund. An excerpt from the CAFR Transmittal Memorandum with a summary of the audited expenditures and revenues is included below. The complete CAFR is available online at www.slocity.org/budget.
FY 2016-17 Annual Audit Review Page 2
Revenue Enhancement Oversight Commission
March 8, 2018
FROM: Greg Hermann, Interim Deputy City Manager Ryan Betz, Interim Assistant to the City Manager SUBJECT: FY 2016-17 LOCAL REVENUE MEASURE YEAR ANNUAL COMMUNITY REPORT/ANNUAL CITIZEN OVERSIGHT MEETING RECOMMENDATION 1. Review the draft 2016-17 Annual Community Report and Report in Brief and provide feedback. 2. Review and discuss recommendations for the 2016-17 Annual Community Oversight meeting. DISCUSSION Annual Community Report Chapter 3.15 of the Municipal Code (the Essential Services Transactions [ Sales] and Use Tax) includes specific citizen oversight and fiscal accountability provisions. One of these provisions requires an annual community report: Annual Community Report. A written report shall be reviewed at a public hearing by the Revenue Enhancement Oversight Commission, and a summary will be provided annually to every household in the community detailing how much revenue is being generated by the measure and how funds are being spent (MC 3.15.040.E). At the December 7, 2017 Revenue Enhancement Oversight Commission (REOC) meeting the Commission provided general feedback on recommended changes to the report and appointed a sub-committee of Commissioners Kienow and McClure to provide additional direction. City staff along with a representative from Barnett, Cox and Associates (now known as AMF), the firm designing the report, met with the sub-committee to discuss potential modifications in detail. Since that time AMF and staff have been working to develop the report content including new photography. The draft Annual Community Report and Report are included as attachments 1 & 2. The Annual Community Report and Report in Brief will be included in City utility bills in March 2018 and discussed at the Annual Citizen Oversight meeting.
FY 2016-17 Local Revenue Measure Annual Community Report Page 2 Annual Citizen Oversight Meeting The Annual Citizen Oversight Meeting is another accountability and oversight provision. It is intended to provide an opportunity for the public to learn about how funds generated from the Local Revenue Measure were spent and provide feedback. At the December 7, 2017 REOC meeting, the Commission provided general direction for the Annual Citizen Oversight Meeting, including: - The meeting should occur on a weekday. - The meeting should happen in the evening. - The venue should be the City Council Chamber. - The presentation will be similar to previous Annual Citizen Oversight meetings. There was additional discussion about various outreach and engagement strategies. The City will use all of the tools available to promote the event and will also stream the presentation live on Facebook. The Commission should discuss and provide final direction for the date and time for the meeting as well as any additional requests. ATTACHMENTS 1. FY 2016-17 Local Revenue Measure Annual Community Report 2. FY 2016-17 Local Revenue Measure Annual Community Report in Brief
LOCAL REVENUE MEASUREANNUAL COMMUNITY REPORT
Fiscal Year 2016–17
CITY OF SAN LUIS OBISPO
HOW DID WE SPEND REVENUES?
PAGE 4
Read about how Local Revenue Measure
funds were spent in 2016–2017.
SINSHEIMER PLAYGROUND
PAGE 6
The redesigned Sinsheimer Park playground opened
to the public in late 2017, funded with Local Revenue
Measure funds from previous budgets.
1
The City added 154 acres of open space with the acquisition
of Waddell Ranch in early 2017. The purchase allows for the
completion of a loop trail through Irish Hills Natural Reserve.PROJECT SPOTLIGHT
2
The Local Revenue Measure was approved by City voters in November
2006 to preserve essential services for the community. The measure
established a one-half percent local sales tax with an eight-year sunset
clause. Voters approved its extension for an additional eight years during
the 2014 General Election. The Local Revenue Measure is subject to
voter extension by March 31, 2023.
The Local Revenue Measure is a general purpose measure and, as such,
the proceeds are not restricted to specific purposes. This provides the
Council with flexibility to respond to new circumstances and challenges.
The voter-approved ballot language provides guidance to use local
sales tax revenue to protect and maintain essential services and
facilities, and identifies examples of services and projects that achieve
this objective. These community spending priorities help guide the
Citizens’ Revenue Enhancement Oversight Commission (REOC) when
making recommendations to the Council about the Local Revenue
Measure uses. The Council uses the REOC’s input, and additional
public feedback, to prioritize the use of Local Revenue Measure
funding as part of the City’s two-year financial planning process.
WHAT IS THE LOCAL REVENUE MEASURE?
LOCAL REVENUE MEASURE BALLOT LANGUAGE (MEASURE G)
To protect and maintain essential services and facilities, such as
open space preservation, bike lanes and sidewalks, public safety,
neighborhood street paving and code enforcement, flood protection,
senior programs, and other vital services and capital improvement
projects—shall the City’s Municipal Code be amended to extend
the current one-half percent local sales tax for eight years, with
independent annual audits, public goal-setting and budgeting, and
a Citizens’ Oversight Commission?
Railroad Safety Trail: The City’s Railroad Safety Trail,
which runs parallel to the Union Pacific Railroad train
tracks, now features a Class I bicycle connection at
Laurel and Orcutt.
3
Local half-percent sales tax revenue totaled $7.4 million in 2016–17, which adds approximately 10 percent to the General Fund.
The Local Revenue Measure has generated over $64 million since its original adoption in November 2006.
REVENUES
FISCAL YEAR
Buffered and Green Bike Lanes: A variety of bicycle facility improvements aligned with the
Multi-Modal Transportation Major City Goal, including the addition of buffered and green bike
lanes on Los Osos Valley Road, Madonna Road, Longview Lane, and Johnson Street.
$5M
$6M
$7M
$8M
2009–10 2010–11 2011–12 2012–13 2013–14 2014–15 2015–16 2016–17
$5,252,500
$5,616,300
$6,237,500
$6,493,800 $6,493,800
$7,136,297 $7,178,159
$7,376,456
LOCAL REVENUE MEASURE REVENUES
4
2016–17 Local Revenue Measure funds were used on the following Council-adopted priorities:
USES 2016–17
2016–17 LOCAL REVENUE MEASURE USES ($6.1M)
23%PUBLIC SAFETY25%NEIGHBORHOOD STREET PAVING (INCLUDES IMPROVEMENTS TO BIKE LANES)
3%PARKS AND RECREATION/ SENIOR PROGRAMS AND FACILITIES
10%OPEN SPACE PRESERVATION
18%FLOOD PROTECTION 14%BICYCLE AND PEDESTRIAN IMPROVEMENTS
3%TRAFFIC CONGESTION RELIEF/SAFETY IMPROVEMENTS
4%CODE ENFORCEMENT
Sidewalk Improvements: In
addition to funding a Streets
and Sidewalk Maintenance
Worker, the Local Revenue
Measure paid for repairs
including removing trip hazards,
improving accessibility,
rebuilding tree wells, and
installing mission-style
sidewalks.
5
The City continued the process of replacing failing corrugated metal storm
drain pipes. Planned future projects include replacement of storm drain pipes
on Bullock Lane, Ellen Way, Southwood and Duncan.
USES 2016–17
For every$1 of revenue
generated by the
Local Revenue Measure,
$.72 is paid by visitors
and
$.28 is paid by City residents
(2014 Retail Sales Analysis)
Operating ($2.1M) // 34%
Capital ($2.8M) // 66%
Fund positions that provide services
Examples of these costs include funding for positions such as Downtown police officers and
stormwater collection/drainage personnel.
Fund construction and investment in equipment
Examples of these costs include neighborhood street paving projects, park improvements and
open space preservation.
Local Revenue Measure uses fall into two categories: operating expenses and capital expenses.
6
The redesigned Sinsheimer Park playground, funded with Local
Revenue Measure funds from previous budgets, opened to the
public in late 2017. Over the course of the years leading up to the
grand re-opening, City departments collaborated with community
members, including kids, to re-imagine an ADA-accessible space
with a large multi-slide, zipline, grassy sledding hill, and a climbing
PROJECT SPOTLIGHT: SINSHEIMER PLAYGROUND
wall. The $1.1 million project took 11 months to build, and replaces
equipment in one of the City’s oldest parks which originally opened
in 1970. The playground equipment had not been replaced since
1993. The new park also features picnic benches and tables, new
walkways, trees, water fountains and water bottle filling stations.
7
There are many exciting projects to look forward to in 2017–18 and several have already been completed. For a complete listing of projects
funded by the Local Revenue Measure, see the summary table at the end of the report.
PLANNED LOCAL REVENUE MEASURE USES
CITY-COUNTY LIBRARY RENOVATION
UNDERWAY SUMMER 2017
MADONNA & LOS OSOS VALLEY ROAD REHABILITATION
COMPLETED NOVEMBER 2017
LAGUNA LAKE SEDIMENT MANAGEMENT
BEGINNING SUMMER 2018
MEADOW PARK IMPROVEMENTS
BEGINNING LATE 2018
MONTEREY & OSOS TRAFFIC SIGNAL REPLACEMENT & SIDEWALK REPAIRS/ENHANCEMENTS
UNDERWAY JANUARY 2018
STREET LIGHTING
BEGINNING SUMMER 2018
SWIM CENTER BUILDING MAINTENANCE
BEGINNING 2019–20
Open Space Maintenance: The City made trailhead
enhancements at all public open spaces, which included
new wayfinding signage and pet waste bag stations.
8
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2016–17 (BUDGET)
2016–17 (UNAUDITED ACTUAL)
2016–17 (BUDGET & CARRYOVER)
2016–17 (UNAUDITED ACTUAL)
Laguna Lake Dredging and
Sediment Management 166,368 114,045
Open Space Acquisition 500,000 128,726
Open Space Maintenance 552,638 276,582
Ranger Program Pickup Truck (3 in 2015–16) 27,799 -
Natural Resources
(Open Space Wildfire Fuel Reduction) 5,000 60,000
Ranger Services (Ranger Staffing; FTE* = 2) 129,530 114,116
Subtotal 134,530 114,116 1,306,805 519,353
Bicycle Facility Improvements 169,427 34,729
Bicycle Transportation Plan Implementation 373,359 178,614
Bike Bridge at Phillips Lane 250,000 -
Bob Jones Trail Octagon Barn Connection 42,531 -
Downtown Renewal 6,000 -
Pedestrian and Bicycle Pathway Maintenance 160,000 121,591
Replacement of Lighted Crosswalk
on Higuera Street 43,500 43,500
Safe Route to School Improvements—
Pacheco and Bishop Peak
45,000 200
OPEN SPACE PRESERVATION
BICYCLE AND PEDESTRIAN IMPROVEMENTS
CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2017
*FTE=Full Time Equivalent
9CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2017
OPERATING PROGRAMS CAPITAL PROJECTS
Sidewalk and Tree Replacements 402,421 283,912
Sidewalk Ramp Construction 45,000 -
Traffic, Bicycle, and Pedestrian
Marking Replacement
20,000 14,247
Transportation Planning and Engineering (Engineers, Bike Coordinator; FTE =
1.6)
175,948 166,633
Subtotal 175,948 166,633 1,557,038 676,800
Monterey & Osos Traffic Signal Safety Upgrade 221,764 4,136
Neighborhood Traffic Improvements 20,000 17,759
Parking Structures Assessment and Rehabilitation Study 8,333 -
Signals and Lighting Maintenance Lift Truck 91,000 -
South & Parker Traffic Safety Project: Median 2,155 -
Traffic Operation Improvement Projects 30,000 19,091
Traffic Safety Improvement Projects 28,196 25,196
Transportation Radar Trailer 480 -
Signal and Light Maintenance (Technician;
FTE = 1)
98,127 98,127
Subtotal 98,127 98,127 401,928 66,181
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2016–17 (BUDGET)
2016–17 (UNAUDITED ACTUAL)
2016–17 (BUDGET & CARRYOVER)
2016–17 (UNAUDITED ACTUAL)
BICYCLE AND PEDESTRIAN IMPROVEMENTS (CONTINUED)
TRAFFIC CONGESTION RELIEF / SAFETY IMPROVEMENTS
10CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2017
911 Phone System
Computer-Aided Dispatch 25,000 -
Fire: Electronic Patient Care Reporting System 52,195 35,465
Fire: Emergency Response Forklift 2,428 -
Fire: Emergency Response SUV 99,400 95,442
Fire: Emergency Response Van
with Ambulance Package
180,000 54,991
Fire: Prevention SUV (2 in 2015–16) 16,223
Fire: Command Vehicle Equipment 5,260 -
Fire Station 2 Exterior Driveway Ramp Replacement 10,000 3,500
Fire Station 2 Restroom and
Dorms Privacy Modifications
158,230 153,521
Police: Administration Sedan 12,613 2,506
Police: CAD hardware 250,000 250,000
Police: Investigations Sedans (2 in 2015–16) 8,390 -
Police: Patrol Sedans (2 in 2015–16, 3 in 2016–17) 132,514 33,107
Police: Patrol SUV 53,000 46,693
Police: Support Services Pickup -
Police: Traffic Safety Motorcycles 39,886 788
Police: Facility Site Assessment 45,000 -
Police: Patrol Services (Officers, Sergeant; FTE = 4) 786,655 730,840
PulsePoint CPR Software 8,000 18,000
Subtotal 794,655 730,840 1,108,139 676,014
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2016–17 (BUDGET)
2016–17 (UNAUDITED ACTUAL)
2016–17 (BUDGET & CARRYOVER)
2016–17 (UNAUDITED ACTUAL)
PUBLIC SAFETY
Capital Engineering Pickup Truck 1,424 -
Street Reconstruction & Resurfacing 2,580,145 1,126,968
Streets Maintenance Asphalt Grinder
& Trailer Mount
89,100 -
Streets Maintenance Backhoe 128,000 127,793
Streets Maintenance Trucks 69,000 64,977
CIP Project Engineering (Inspector; FTE = 1) 116,258 116,258
Streets and Sidewalk Maintenance (Maintenance Worker; FTE = 1) 85,003 85,003
Subtotal 201,261 201,261 2,867,669 1,319,738
Mission Plaza Railing Upgrade 60,000 125
Neighborhood Services (Code Enforcement Officer, Specialists; FTE = 3) 256,639 226,895
Subtotal 256,639 226,895 60,000 125
11CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2017
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2016–17 (BUDGET)
2016–17 (UNAUDITED ACTUAL)
2016–17 (BUDGET & CARRYOVER)
2016–17 (UNAUDITED ACTUAL)
NEIGHBORHOOD STREET PAVING
CODE ENFORCEMENT
12
Broad Street Bank Reinforcement -
Flood Control Pickup Truck 2,952 -
Marsh Street Bridge Replacement 734,000 -
Storm Drain System Replacement 1,104,281 647,699
Toro Street Bank Stabilization - -
Creek and Flood Protection (Collection Operators, Stormwater Management
Plan;
FTE = 6)
583,794 469,126
Subtotal 583,794 469,126 1,841,233 647,699
Golf Course Pickup Truck 28,500 24,436
Olympic Pool Replastering 99,649 -
Major Park Maintenance & Repairs 549,510 56,596
Restroom Replacement and Remodeling 125,293 9,620
Octagon Barn Facility 202,718 17,965
Jack House Elevator Removal 864 -
Parks and Landscape Maintenance (Maintenance Worker; FTE = 1) 78,657 78,657
Subtotal 78,657 78,657 1,006,534 108,617
TOTAL LOCAL REVENUE MEASURE USES 2,323,611 2,085,655 10,149,346 4,014,527
CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2017
OPERATING PROGRAMS CAPITAL PROJECTS
PROJECT TITLE 2016–17 (BUDGET)
2016–17 (UNAUDITED ACTUAL)
2016–17 (BUDGET & CARRYOVER)
2016–17 (UNAUDITED ACTUAL)
FLOOD PROTECTION
PARKS AND RECREATION/SENIOR PROGRAMS AND FACILITIES
13
Open Space Preservation, Bicycle and Pedestrian Improvements, Traffic Congestion Relief/Safety Improvements, Public Safety, Neighborhood Street
Paving, Code Enforcement, Flood Protection, Parks and Recreation/Senior Programs and Facilities
PRIORITIES SET BY THE CITY COUNCIL FOR FY 2016–17 INCLUDE:
CITY OF SAN LUIS OBISPO
For more information, please visit:
www.slocity.org/budget
Public Safety: Local Revenue Measure funds paid for a new
electronic patient care and fire reporting system, or ECPR, for
first responders. The system moves records keeping to a digital
platform for ease of access, use, and management.
CITIZENS’ REVENUE ENHANCEMENT OVERSIGHT COMMISSION
The Revenue Enhancement Oversight
Commission (REOC) reviews, reports, and
makes recommendations directly to the
City Council regarding the revenue and
expenditures of the City’s general purpose,
half-percent sales tax. The REOC consists
of five members, who must be residents and
registered voters of the City.
Michael Multari
Chair
Ken Kienow
Commissioner
Jeanette McClure
Commissioner
Ken Tassef
Vice Chair
Chris Coates
Commissioner
The Local Revenue Measure, a one-half percent local sales tax, was approved by City voters in November
2006. It protects and maintains essential services and facilities, such as open preservation, bike lanes and
sidewalks, public safety, neighborhood street paving and code enforcement, flood protection, senior programs,
and other vital services and capital improvement projects.
These community spending priorities help guide the Citizens’ Revenue Enhancement Oversight Commission
(REOC) when making recommendations to the Council about Local Revenue Measure uses. The Council uses
the REOC’s input, and additional public feedback, to prioritize use of the Local Revenue Measure funding as
part of the City’s two-year financial planning process.
WHAT IS THE LOCAL REVENUE MEASURE?
For every $1 of revenue generated by the Local Revenue Measure, $.72 is paid by visitors
and $.28 is paid by City residents. (2014 Retail Sales Analysis)
PROJECT SPOTLIGHT // SINSHEIMER PLAYGROUND
The redesigned Sinsheimer Park playground opened to the public in late 2017, funded by the Local
Revenue Measure in the 2013–15 Financial Plan. Over the course of the years leading up to the grand re-
opening, City departments collaborated with community members, including kids, to re-imagine an ADA-
accessible space with a large multi-slide, zipline, grassy sledding hill, and a climbing wall. The $1.1 million
project took 11 months to build, and replaces one of the City’s oldest parks which originally opened in
1970. The playground equipment had not been replaced since 1993. The new park also features picnic
benches and tables, new walkways, trees, water fountains and water bottle filling stations.
LOCAL REVENUE MEASURE
ANNUAL COMMUNITY REPORT IN BRIEF
Fiscal Year 2016–17
Local half-percent sales tax revenue totaled $7.4 million in 2016–17, which adds
approximately 10 percent to the general fund. The Local Revenue Measure has
generated over $64 million since its original adoption in November 2006.
REVENUES
LOCAL REVENUE MEASURE USES ($6.1 MILLION*)
2016-17 Local Revenue Measure funds were used on Council-adopted priorities, including Open Space
Preservation, Bicycle and Pedestrian Improvements, Traffic Congestion Relief/Safety Improvements, Public
Safety, Neighborhood Street Paving, Code Enforcement, Flood Protection, and Parks and Recreation/Senior
Programs and Facilities.
CITY OF SAN LUIS OBISPO // For a complete list of 2016-17 Local Revenue Measure uses, view the full report at slocity.org
23%PUBLIC SAFETY25%NEIGHBORHOOD STREET PAVING (INCLUDES IMPROVEMENTS TO BIKE LANES)
3%PARKS AND RECREATION/ SENIOR PROGRAMS AND FACILITIES
10%OPEN SPACE PRESERVATION
18%FLOOD PROTECTION 14%BICYCLE AND PEDESTRIAN IMPROVEMENTS
3%TRAFFIC CONGESTION RELIEF/SAFETY IMPROVEMENTS
4%CODE ENFORCEMENT
*Unspent funds remain assigned to capital improvement projects until project completion.
SPENDING HIGHLIGHTS
Open Space Preservation
The City added 154 acres of open space with the acquisition
of Waddell Ranch in early 2017. The purchase allows for the
completion of a loop trail through Irish Hills Natural Reserve.
Public Safety
The Local Revenue Measure supports the City’s Police
Department by providing funding for three officers and one
sergeant, including bicycle patrol officers for Downtown
San Luis Obispo.
Flood Protection
The City continued the process of replacing failing corrugated
metal storm drain pipes. Planned future projects include
replacement of storm drain pipes on Bullock Lane, Ellen Way,
Southwood and Duncan.
$7.4M
Bicycle Lanes
A variety of bicycle facility improvements aligned with the
Multi-Modal Transportation Major City Goal, including the
addition of buffered and green bike lanes on Los Osos Valley
Road, Madonna Road, Longview Lane, and Johnson Street.