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Home My WebLink About12-07-2017 REOC Agenda Packet City of San Luis Obispo, Council Agenda, City Hall, 990 Palm Street, San Luis Obispo Agenda Revenue Enhancement Oversight Commission Thursday, December 7, 2017 5:30 pm REGULAR MEETING Council Hearing Room 990 Palm Street San Luis Obispo, CA CALL TO ORDER: ROLL CALL: Chris Coates, Ken Kienow, Jeannette McClure, Ken Tasseff and Chair Michael Multari MINUTES: Minutes of March 20, 2017. Approve or amend. OATHS OF OFFICE 1. Administer the Oaths of Office to newly-appointed Commissioner Jeannette McClure. (Kevin Christian) 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 2. Review Purpose of the Revenue Enhancement Oversight Commission and Elect Officers. Review the purpose and scope of the Revenue Enhancement Oversight Commission and elect a Chairperson and Vice-Chairperson to serve for a one-year term. (Greg Hermann) 3. 2015-16 Local Revenue Measure Year-end Expenditures. Receive a report and review unaudited operating and capital expenditures of local half-percent sales tax revenue in the last fiscal year. (Greg Hermann) 4. 2015-16 Annual Community Report and Citizen Oversight Meeting. Discuss concepts and provide direction for the 2016-17 Annual Community Report and appoint two Commissioners to serve on a subcommittee to assist in the development of the report. Discuss concepts and provide direction for the 2016- 17 Annual Citizen Oversight meeting. (Greg Hermann) San Luis Obispo - REOC Agenda of December 7, 2017 Page 2 COMMENT & DISCUSSION 5. Staff Communications a. Fiscal Health Response Plan presentation 6. Commission Communications ADJOURNMENT Minutes - DRAFT Citizens’ Revenue Enhancement Oversight Commission Thursday, March 20, 2017 CALL TO ORDER A Regular Meeting of the Citizens’ Revenue Enhancement Oversight Commission was called to order on Thursday, March 20, 2017 at 5:30 p.m. in the City/County Library Community Room, located at 995 Palm Street, San Luis Obispo, California, by Chair Multari. ROLL CALL Present: Commissioners Chris Coates, Ken Kienow, Vice Chair Jeri Carroll, and Chair Michael Multari. Absent: Ken Tasseff Staff: Greg Hermann, Assistant to the City Manager, Derek Johnson, Assistant City Manager, Xenia Bradford, Interim Finance Director, Tim Bochum, Deputy Director of Public Works, Ryan Betz, Senior Analyst, Matt Horn, City Engineer and Courtney Steck, Interim Budget Manager PUBLIC COMMENT ON ITEMS NOT ON THE AGENDA There were no public members present and no public comments. CONSIDERATION OF MINUTES ACTION: MOTION BY COMMISSIONER CARROLL, SECOND BY COMMISSIONER COATES, CARRIED 4-0 to approve the minutes of the February 16, 2017 meeting. DRAFT Minutes – Revenue Enhancement Oversight Commission of March 20, 2017 Page 2 BUSINESS ITEM 1. Annual Audit Review Xenia Bradford, Interim Finance Director, reviewed the audited financial statements contained in the Comprehensive Annual Report (CAFR) for the Local Revenue Measure. Public Comments: None. ACTION: No formal action was taken. Chair Multari noted for the record that the annual audit was received and filed. 2. FY 2015-16 Local Revenue Measure Year Annual Community Report Assistant to the City Manager Hermann invited public testimony on the FY 2015-16 Local Revenue Measure Annual Community Report. There was discussion by the REOC members emphasizing their desire that Local Revenue Measure funds are used to leverage grant funding when available. The Commissioners requested that staff research means to generate more public interest as well as to disseminate information to the public. Assistant to the City Manager Hermann reviewed the current process for advertising meeting noticing. The committee discussed further how other media types may be used to generate public interest. Public Comments: None. ACTION: No formal action was taken. Chair Multari noted for the record that the 2015-2016 Fiscal Year Report for the Local Revenue Measure was presented and filed. DRAFT Minutes – Revenue Enhancement Oversight Commission of March 20, 2017 Page 3 3. Proposed 2017-19 Local Revenue Measure Expenditures Assistant to the City Manager Hermann reviewed the proposed 2017-19 Local Revenue Expenditures and responded to Commissioner questions. Public Comments: None. ACTION: MOTION BY COMMISSIONER KIENOW, SECOND BY COMMISSIONER COATES, CARRIED 4-0 to recommend the City Council approve the use of Local Revenue Measure funds for the capital and operating expenditures as reported and consistent with the voter approved priorities. COMMENT AND DISCUSSION 4. Staff Communications Assistant to the City Manager Hermann thanked Vice Chair Carrol for her service as this was her last meeting. Public Comments: None. ADJOURNMENT The meeting was adjourned at 6:55. The next regular meeting of the Citizens’ Revenue Enhancement Oversight Commission will be held at a time and date to be determined. APPROVED BY THE ADVISORY CITIZEN’S REVENUE ENHANCEMENT OVERSIGHT COMMISSION: XX/XX/2017 Revenue Enhancement Oversight Commission December 7, 2017 FROM: Greg Hermann, Acting Assistant City Manager SUBJECT: REVIEW PURPOSE OF THE REVENUE ENHANCEMENT OVERSIGHT COMMISSION AND ELECT OFFICERS RECOMMENDATION 1. Review the purpose and scope of the Revenue Enhancement Oversight Commission (REOC); and 2. Elect a Chairperson and Vice-Chairperson to serve for a one-year term. DISCUSSION Background On July 15th, 2014, Council adopted an ordinance establishing the Citizens’ Revenue Enhancement Oversight Commission (REOC), to review the half-percent sales tax revenues and expenditures, report on the City’s stewardship of this general purpose tax, and provide recommendations directly to the City Council regarding expenditures of these tax revenues as an integral part of the budget process. The establishment of the REOC became effective following the passage of an extension to the Essential Services Transaction (Sales) and Use Tax (Attachment 1, REOC Ordinance) during the November general election. The REOC is to consist of five members who must be residents of the City. The November 4th, 2014 general election results indicate that 70 percent of voters in the City of San Luis Obispo approved Ballot Measure G that stated: 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? Following certification of the election results, the Council and the People of the City of San Luis Obispo adopted an ordinance amending Chapter 3.15 of the Municipal Code to extend the existing Essential Services Transactions (Sales) and Use Tax (Attachment 2, Sales Tax Ordinance). This ordinance details the full text of amended Chapter 3.15, which includes specific citizen oversight and fiscal accountability provisions: A. Revenue Enhancement Oversight Commission. A citizen's commission will be established to provide transparency and maximize City accountability. The Commission will be responsible for reviewing and making budget recommendations directly to the City Council City of San Luis Obispo, Title, Subtitle Purpose and Election of Officers Page 2 regarding expenditures from the essential services transactions (sales) and use tax, and reporting annually to the community on the City's use of these tax revenues. B. Accounting and Tracking Expenditures. The funds collected through the City of San Luis Obispo essential services transactions (sales) and use tax ordinance shall be accounted for and tracked by the City Treasurer separately to facilitate citizen oversight. C. Independent Annual Financial Audit. The amount generated by this general purpose revenue source and how it was used shall be included in the annual audit of the city's financial operations by an independent certified public accountant. D. Integration of the Use of Funds into the City's Budget and Goal-Setting Process. The estimated revenue and proposed use of funds generated by this measure shall be an integral part of the city's budget and goal- setting process, and significant opportunities will be provided for meaningful participation by citizens in determining priority uses of these funds. E. 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. F. Annual Citizen Oversight Meeting. An invitation will be extended each year to the entire community inviting them to participate in a forum to review and discuss the use of the revenue generated by this measure. City staff will also be available to meet with any group that requests a specific briefing with their members to discuss and answer questions about the revenues generated by the measure and their uses. Purpose and Scope of the REOC The codified charge of the REOC is to review, report and provide recommendations. The REOC is an advisory body to the Council that will provide important citizen oversight of local sales tax revenues and expenditures. The REOC will not be making final decisions on City spending. REOC meetings will be open to the public and serve as a venue for citizen engagement on local sales tax revenues and expenditures. The REOC will also aid in community education and outreach about how much local sales tax is received and where that revenue is being expended. REOC Bylaws The REOC bylaws contain the Commission’s purpose, and policies on conduct, membership, terms, officers, meetings, attendance, quorum, voting, subcommittees, public records and other rules and procedures (Attachment 1, REOC Bylaws). These bylaws state that the REOC shall select a Chairperson and Vice-Chairperson from among its members to serve for a one-year term. ATTACHMENTS 1. REOC Bylaws Citizens’ Revenue Enhancement Oversight Commission The Citizens’ Revenue Enhancement Oversight Commission (REOC) has five members. Members must be residents and registered voters of the City. When recruiting members, the City seeks members that have experience with finance, budgeting, or municipal accounting, though this is not a requirement of membership. ARTICLE 1. MEETINGS A. The REOC shall meet a minimum of four times per year to conduct its business. B. REOC regular meetings will follow the diagram below and be integrated into the City’s budget processes for the two‐year financial plan, fiscal year‐end, and financial plan supplement. Meeting dates may change from year to year according to the actual budget schedule. REOC Bylaws Page 2 C. Agenda items shall be completed by 9:00 p.m. unless the consent of a majority of commissioners agree to extend the meeting. D. Regular meetings shall be held in the Council Hearing Room, City Hall, 990 Palm Street, San Luis Obispo, California. E. Special meetings may be called by a majority of the REOC, or by City staff in consultation with the Chairperson, if additional meetings are necessary to accomplish the purpose and duties of the Commission. F. In the event that the REOC desires to hold all or any portion of a regular meeting at a place other than the Council Hearing Room, then the place of such meeting shall be posted on at the doors of the Council Hearing Room prior to the time designated for the meeting in accordance with law. ARTICLE 2. ELECTION OF OFFICERS A. The commission shall select a Chairperson and Vice‐Chairperson from among its members to serve for a one‐year term beginning with the first meeting following the start of each fiscal year (July 1). B. Commissioners shall serve as Chairperson or Vice‐Chairperson at the discretion of the Commission. C. The Chairperson shall preside at all meetings of the commission. The Vice‐Chairperson is Chairperson in the absence of the Chairperson or in case of inability of the Chairperson to act. ARTICLE 3. CONDUCT OF MEETINGS A. Commissioners should address questions through the chairperson. B. Members of the audience should address commissioners or other persons present through the chairperson. C. Procedure for reviewing public hearing items: After roll call the Chairperson shall announce to the public the procedures to be followed to consider the items listed on the agenda and then proceed as follows: 1.The Chairperson shall introduce the items and ask for oral staff reports, as appropriate. 2.The staff report previously submitted to the REOC shall be placed into the record with all communications received regarding the item. Staff reports shall be submitted for all public hearing items in a form acceptable to the Commission. 3.Members of the public wishing to speak on the topic of the agenda item shall be invited to make a presentation. Public comment shall be accepted for agenda items that are listed as presentations, business items, or public hearings. 4.Following public testimony on an agenda item, the public hearing or public testimony portion of the meeting shall be closed to the public and discussion confined to members of the commission; provided that the commission may reopen the public hearing or invite additional testimony at any time prior to a decision on an item on an affirmative vote of the majority of those members present. REOC Bylaws Page 3 5.The Commission, upon formal motion, shall take action on the item or recommendation. ARTICLE 4. QUORUM A. Three members of the commission constitutes a quorum for the transaction of business. B. No action of the commission shall become effective without receiving the affirmative vote of a majority of the members present. ARTICLE 5. VOTING A. Except as otherwise provided in the San Luis Obispo Municipal Code and state law, no motion or any other action shall be passed or become effective without receiving the affirmative vote of at least a majority of members present. B. Failure to receive such an affirmative vote shall result in failure or denial, as appropriate, of the motion or other action. C. Except as allowed under the Political Reform Action of 1974, any member abstaining due to a declared conflict of interest shall not participate in the discussion of the items or otherwise influence or attempt to influence in any manner the decision on the item. D. All members, when present, must vote except when refraining from participating due to actual or potential conflict of interest. E. Commissioners not supporting a motion for action shall summarize the reason for their vote. ARTICLE 6. PUBLIC RECORDS A. Records of all public hearings shall be made available to the public in the office of the City Clerk. B. Secretary – Duties: The secretary shall be a representative of the City Clerk’s Office, and shall keep minutes of each meeting and shall record the official actions taken. The records of all proceedings shall be available to the council and to the public. ARTICLE 7. ATTENDANCE A. Any member of the REOC who fails, for any reason, to attend three (3) regular, adjourned regular, or specially‐scheduled meetings, within any 12 month period, shall be reviewed by the Chairperson for possible referral to the City Council. ARTICLE 8. FILLING VACANCIES AND REMOVAL OF MEMBERS. A. Vacancies shall be filled for unexpired terms. The council, by majority action, may remove any commissioner as provided in the City Charter. ARTICLE 9. RULES, REGULATIONS AND PROCEDURES. A. The Commission may adopt rules, regulations and procedures as required for the transaction of its business. These rules shall become effective upon approval of the council. Revenue Enhancement Oversight Commission November 16, 2016 Revenue Enhancement Oversight Commission December 7, 2017 FROM: Greg Hermann, Acting Assistant City Manager SUBJECT: 2016-17 LOCAL REVENUE MEASURE YEAR-END EXPENDITURES RECOMMENDATION Receive a report and review unaudited operating and capital expenditures of local half-percent sales tax revenue in the last fiscal year. DISCUSSION Local Revenue Measure Uses The Local Revenue Measure Summary Schedule for the Fiscal Year (FY) 2016-17 lists unaudited expenditures for operating and capital project costs (Attachment 1). Expenditures are broken into the following categories: 1) Open Space Preservation, 2) Bicycle and Pedestrian Improvements, 3) Traffic Congestion Relief/Safety Improvements, 4) Public Safety, 5) Neighborhood Street Paving, 6) Code Enforcement, 7) Flood Protection, and 8) Parks and Recreation/Senior Programs and Facilities. Actual operating expenditures for FY 2016-17 were approximately $2.1M and capital expenditures were about $4.0M. totaling approximately $6.1M. Expenditures for the Local Revenue Measure 2016-17 Local Revenue Expenditures Page 2 in the 2015-17 Financial Plan were budgeted to account for approximately 30 percent operating and 70 percent capital costs. In the FY 2016-17, the actual uses were 34 percent operating and 66 percent capital expenditures. This is due to multi-year nature of capital improvement projects and some savings from projects that were completed under budget. All funds budgeted for capital projects are carried forward in the budget until they are complete. Unexpended funds for operating expenses and completed capital projects go the Local Revenue Measure fund balance at the end of each fiscal year for future appropriation. 1. Operating Uses ($2.1M) 90 percent of budgeted Local Revenue Measure operating program funds were expended in FY 2016-17. The 10 percent balance remaining was due to salary variances and hiring gaps for individual positions. Any unexpended operating funds go the Local Revenue Measure fund balance for future appropriation. The largest use of local revenue measure funding for operating costs was for Public Safety. Examples of these costs were salaries for the Downtown Patrol Officers. 2. Capital Uses ($4.0M) Approximately 40 percent of Local Revenue measure capital project funds were expended in FY 2016-17. These funds were a combination of what was budgeted and also carried also over from FY 15-16. Issues that effected total use of funds include: savings from projects that were completed under budget, projects carried across a fiscal year due to delays and projects that span multiple years. In addition, project phases don’t always align with fiscal years so while encumbrances for the use of funds may be in place they are not reflected as actual expenditures. Project schedules are subject to variables that cause delays and can sometimes be beyond the City’s control. 2016-17 Local Revenue Expenditures Page 3 Budgeted funds for capital projects carry over year to year until the project is completed. Specific details on all of the capital projects are included in Attachment 1. Any funding remaining once projects are completed will be transferred into a Local Revenue Measure Completed Projects account. This funding could be used for other approved Local Revenue Measure projects that end up costing more than what was budgeted (subject to City Manager approval), or be reprogrammed to other capital projects that meet Local Revenue Measure priorities subject to Revenue Enhancement Oversight Commission (REOC) and City Council approval during the budget process. The largest capital expenditures funded by the Local Revenue Measure in FY 2016-17 were for Neighborhood Street Paving, specifically for street reconstruction and resurfacing neighborhoods north of Highland Drive and east of California and east of California and Johnson up to Fixlini. 3. Net Available for Future Appropriations As of June 30, 2017, there is no net balance of Local Revenue Measure funding available for future uses. All existing funds for the Local Revenue Measure have been carried over or are already budgeted for the current fiscal year. Local Revenue Measure Revenues Unaudited revenues from the local half-percent sales tax totaled $ 7.4 M in FY 2016-17. This is a 3 percent increase from last fiscal year and in line with 2016-17 Mid-Year adjusted budget. Staff is continuously working to refine future revenue forecasts based on current data for both the 2017- 2018 Mid-Year Budget Update and 2018-2019 Supplemental Budget. 2016-17 Local Revenue Expenditures Page 4 FY 2016-17 Budgeted Revenues $7,391,000 FY 2016-17 Year End Revenues $7,381,842 FY 2017-18 revenue from the Local Revenue Measure is forecasted to be $7,607,000. This forecast of revenues will change over time and the next update will be presented to the City Council with 2017-18 Mid-Year report in February 2018. ATTACHMENT 1. Fiscal Year 2016-17 Local Revenue Measure Funding Summary Schedule 2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) 1 Laguna Lake Dredging and Sediment Management 166,368 114,045 LL 85% Alternatives were provided to Council and the preferred project size was selected. Environmental review is complete and regulatory permitting underway. Antcipated construction work to commence in Summer 2018. 2 Open Space Acquisition 500,000 128,726 OS 50% Waddell Ranch acquisition completed in January 2017 with active property owner discussions and pre-project work ongoing for Miossi and Ahearn properties in the Cuesta Canyon area. 3 Open Space Maintenance 552,638 276,582 OS 80%Includes the installation of new informational panels and open space name headers at every trailhead kiosk, as well as “blade-style” directional signage, trash cans and pet waste stations throughout the entire open space trail system. 4 Ranger Program Pickup Truck (3 in 15-16) 27,799 - OS 100% Fleet replacement (1), Fleet expansion (2). All units are in service. 5Natural Resources (Open Space Wildfire Fuel Reduction) 5,000 60,000 OS 25% Recent fuel reductions projects completed at Terrace Hill Open Space, Bowden Ranch Open Space and La Loma Adobe, as well as Irish Hills Natural Reserve. 6 Ranger Services (Ranger Staffing; FTE = 2) 129,530 114,116 OS n/a Two Ranger Maintenance Workers. Subtotal 134,530 114,116 1,306,805 519,353 FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOpen Space PreservationOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)Major City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16 2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)7 Bicycle Facility Improvements 169,427 34,729 T 70% Designing and constructing small-scale, miscellaneous bicycle facility improvements or additions to larger transportation projects to improve bicycle circulation including buffered bike lanes on Johnson, Longview, Madonna and Los Osos Valley Road. 8 Bicycle Transportation Plan Implementation 373,359 178,614 T 45%Implementing specific, significant projects identified in the Bicycle Transportation Plan. Bicycle improvements at Highland and Chorro have been completed. Construction on the Railroad Safety Trail Class I Connection Laurel & Orcutt is complete. Plan development for the Broad Street Bike Boulevard is underway; will go to Council for approval 2/2018.9 Bike Bridge at Phillips Lane 250,000 - T 50%Project to extend the Railroad Safety Trail from California at Taft over the railroad to Phillips at Pepper. Project design work is 50% complete. Project requires considerable cordination with Union Pacific Railroad, Caltrans, State Department of General Services and the Public Utilities Commission which is underway. 10 Bob Jones Trail Octagon Barn Connection 42,531 - T 100% Funding for the planning and environmental review of the extension of the Bob Jones pathway between the Octagon Barn and LOVR. Approval of Environmental Document on 11/9/16 11 Downtown Renewal 6,000 - D 5% Complete the design of sidewalk replacement in the downtown core. Construction work to commence in 2018 pending corrdination with adjacent businesses and projects. 12 Pedestrian and Bicycle Pathway Maintenance 160,000 121,591 T 100% Railroad Safety Trail maintenance. Completed October 2016. ### Replacement of Lighted Crosswalk on Higuera Street 43,500 43,500 D,T 100% Replacement of an aging system that has exceeded its service life. Construction is expected to be complete in early 2017. 14Safe Route to School Improvements-Pacheco and Bishop Peak 44,800 206 T 15%Plan and implement Safe Route to School improvements to enhance safety and access for bicycling and walking to Bishop's Peak and Pacheco Elementary Schools. Plan adopted 8/2017. First project, Foothill/Ferrini crossing in design phase with construction planned for 3rd Quarter 2018.15 Sidewalk and Tree Replacements 402,421 283,912 N,D,T 75% First sidewalk project area repairs including removing trip hazards, rebuilding tree wells, and installing dowtown mission-style sidewalks are completed. Additional project areas are currently being released for construction. 16 Sidewalk Ramp Construction 45,000 - T 100% Partially funded curb ramp construction on LOVR and Madonna Roads.Accessible curb ramps are coordinated with paving projects Bicycle and Pedestrian ImprovementsMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16 2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)17 Traffic, Bicycle & Pedestrian Marking Replacement 20,000 14,247 T 75% Ongoing funding to replace crosswalks, stop bars and lane lines in high priority areas. 18Transportation Planning and Engineering (Engineers, Bike Coordinator; FTE = 1.6) 175,948 166,633 T n/a Engineers and Bicycle Coordinator. Subtotal 175,948 166,633 1,557,038 676,800 Major City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16 2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)19 Monterey & Osos Traffic Signal Safety Upgrade 221,764 4,136 T50% Reconstruct traffic signal at Monterey and Osos Street. Construction contract is award and work will commence in January 2018. 20 Neighborhood Traffic Improvements 20,000 17,759 N,T90% Improve traffic conditions in existing neighborhoods. Current efforts are being done for the South Chorro Street neighborhood, Buchon Street and High Street. 21 Parking Structures Assessment and Rehabilitation Study 8,333 - 20% Study is primarily funded through the Parking Fund. 22 Signals and Lighting Maintenance Lift Truck 91,000 - 75% Fleet replacement. Unit is on order. 23 South & Parker Traffic Safety Project: Median 2,155 - T100% Project installed concrete median on South Street at Parker Street to restrict left turning movements. Project is complete. 24 Traffic Operation Improvement Projects 30,000 19,091 T67% Small projects identified in Annual Traffic Operations Report to reduce congestion and improve travel times along major corridors. Locations have been identified and projects are in the planning phase. 25 Traffic Safety Improvement Projects 28,196 25,196 T90% Small projects identified in Annual Traffic Safety Report, including signal indication upgrades, signing and striping projects at location identified in the report. 26 Transportation Radar Trailer 480 - 100% Fleet replacement. Unit is in service. 27 Signal and Light Maintenance (Technician; FTE = 1) 98,127 98,127 T n/a Signal Technician. Subtotal 98,127 98,127 401,928 66,181 Traffic Congestion Relief / Safety ImprovementsMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16 2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)28 911 Phone System100% Scheduled replacement. Project is complete. 29 Computer-Aided Dispatch 25,000 - 25% Scheduled replacement of software for connectivity to County dispatch. 30 Fire Electronic Patient Care & Fire Reporting System 52,195 35,465 90% Electronic Patient Records Management for emergency response. 31 Fire Emergency Response Forklift 2,428 - 100% Fleet replacement. Unit is in service. 32 Fire Emergency Response SUV 99,400 95,442 100% Fleet replacement. 33 Fire Emergency Response Van with Ambulance Package 180,000 54,991 75% Fleet replacement. Unit is on order. 34 Fire Prevention SUV (2 in 15-16) 16,223 100% Fleet replacement. Unit is in service. 35 Fire Command Vehicle Equipment 5,260 - Installation of equipment that enables the Fire Command Vehicle to operate as a mobile command center. 36Design of the Fire Station 2 Exterior Driveway Ramp Replacement 10,000 3,500 100% The consutlant portion of the design phase of the project has been completed. 37Fire Station 2 Restroom and Dorms Privacy Modifications 158,230 153,521 100% ADA upgrades and facility modernization to support female firefighters. Project is complete. 38 Police Administration Sedan 12,613 2,506 100% Fleet replacement. Unit is in service. 39 Police CAD hardware 250,000 250,000 95% Additional server space for Police dispatch system. 40 Police Investigations Sedans (2 in 15-16) 8,390 - 100% Fleet replacement. Unit is in service. 41 Police Patrol Sedans (2 in 15-16, 3 in 16-17) 132,514 33,107 75% Fleet replacement. 2015-16 units are in service. 1 of the 2016-17 units is on order.. 42 Police Patrol SUV 53,000 46,693 50% Fleet replacement. Unit is in service. 43 Police Support Services Pickup - 100% Fleet replacement. Unit is in service. 44 Police Traffic Safety Motorcycles (2, 1) 39,886 788 75% Fleet replacement. 2015-16 units are in service. The 16-17 Motorcycle is scheduled to arrive in 17-18. 45 Policy Facility Site Assessment 45,000 - 25% Evaluate space needs and provide concept plan for a redevelopment police department building. 46 Patrol Services (Officers, Sergeant; FTE = 4) 786,655 730,840 n/a Three Patrol Officers, Police Sergeant. 47 PuslePoint CPR Software 8,000 18,000 100% App that allows community members to act as first responders. Subtotal 794,655 730,840 1,108,139 676,014 Public SafetyMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16 2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)48 Capital Engineering Pickup Truck 1,424 - 100% Fleet replacement. Unit is in service. 49 Street Reconstruction & Resurfacing 2,580,145 1,126,968 T 80%Ongoing work to maintain roadway pavement. Completed project include Area 1 (neighborhoods north of Highland Drive and east of California) and Area 8 (east of california and Johnson up to Fixlini) recently completed. Current work includes Los Osos Valley Road / Madonna Road. Future work includes Dana and Broad streete improvements.50 Streets Maintenance Asphalt Grinder & Trailer Mount 89,100 - 100% Fleet replacement. Unit on order. 51 Streets Maintenance Backhoe 128,000 127,793 100% Fleet replacement. Unit is in service. 52 Streets Maintenance Trucks 69,000 64,977 100% Fleet replacement. 53 CIP Project Engineering (Inspector; FTE = 1) 116,258 116,258 n/a Field Engineering Inspector. 54Streets and Sidewalk Maintenance (Maintenance Worker; FTE = 1) 85,003 85,003 n/a Streets Maintenance Worker Subtotal 201,261 201,261 2,867,669 1,319,738 55 Mission Plaza Railing Upgrade 60,000 125 D,T 100% Replacement of existing Mission Railing with safer and ADA compliant railing. Project completed in November 2017. All budgetted funding used. 56Building and Safety (Code Enforcement Officer, Neighborhood Services Specialists; FTE = 3) 256,639 226,895 N n/a Building Code Enforcement Officer, Neighborhood Services Specialists. Subtotal 256,639 226,895 60,000 125 Neighborhood Street PavingCode EnforcementMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16 2016-17 (budget)2016-17 (unaudited actual) 2016-17 (budget and carryover) 2016-17 (unudited actual) FY 2015-17 LOCAL REVENUE MEASURE EXPENDITURESThe following uses of local sales tax revenue are consistent with Council goals and objectives, the spending priorities of voter-approved Local Revenue Measure G, and the recommendations of theCitizens' Revenue Enhancement Oversight Commission (REOC). Description # MCGOIOOperating Programs Capital Projects Project Title% Complete(as of 11/1/17)57 Broad Street Bank Reinforcement - 100% Old Garden Creek at Broad Street bank stabilization and sediment removal. Project is complete. 58 Flood Control Pickup Truck 2,952 - 100% Fleet replacement. Unit is in service. 59 Marsh Street Bridge Replacement 734,000 - D,T 60%Project will replace the Marsh Street Bridge that was orginally build in 1909. Design is substantially complete. Currently working to obtain the nesseary tempory construction easements from adjacent property owners. Construction is currently anticpated to start in Spring 2018.60 Storm Drain System Replacement 1,104,281 647,699 N 50% Continued replacement of failing corrugated metal storm drain pipes. Planned future projects include replacement of storm drain pipes in Bullock Lane, Ellen Way, Southwood and Duncan. 61 Toro Street Bank Stabilization - - 100% San Luis Creek bank stabilization and sediment removal. Project is complete. 62Creek and Flood Protection (Collection Operators, Stormwater Management Plan; FTE = 6) 583,794 469,126 N n/a Stormwater Code Enforcement Officer, Stormwater Collection Operators, Stormwater Management Plan. Subtotal 583,794 469,126 1,841,233 647,699 63 Golf Course Pickup Truck 28,500 24,436 100% Fleet replacement. Obtaining bids. 64 Olympic Pool Replastering 99,649 - 100% Replacement of existing shell plaster which is 17 years old and underwater lights which are 33 years old. Project is complete. 65 Park Major Maintenance & Repairs 549,510 56,596 20%Project that maintain park system. Projects that are currently being developed include: Meadow Park Bridge Replacements, Sinsheimer Tennis Court Entrance Improvements, Sinsheimer Irrigation and Drainage Improvements, and Hydration Station Installations.66 Restroom Replacement and Remodeling 125,293 9,620 D 50% Golf course restroom construction complete. Mission Plaza restroom design held until completion of Mission Plaza Concept Plan. Now that concept plan is complete, final scoping work for restroom, cafe, and storage area planned to commence in 18/19. 67 Octagon Barn Facility 202,718 17,965 Funding to preserve and enhance the Octagon Barn through a community partnership. 68 Jack House Elevator Removal 864 - 100% Removal of non-historic elevator. Project is complete. 69Parks and Landscape Maintenance (Maintenance Worker; FTE = 1) 78,657 78,657 n/a Parks Maintenance Worker. Subtotal 78,657 78,657 1,006,534 108,617 2,323,611 2,085,655 10,149,346 4,014,527 Parks and Recreation/Senior Programs and FacilitiesTotal Local Revenue Measure UsesFlood ProtectionMajor City Goal (MCG) = Open Space Preservation (OS); Housing (H); Multi-Modal Transportation (T)Other Important Objective (OIO) = Neighborhood Wellness (N); Laguna Lake Restoration (LL); Downtown (D); Fiscal Sustainability/Responsibility (F)9/7/16 Revenue Enhancement Oversight Commission December 7, 2017 FROM: Greg Hermann, Acting Assistant City Manager SUBJECT: 2016-17 ANNUAL COMMUNITY REPORT AND CITIZEN OVERSIGHT MEETING RECOMMENDATION 1. Discuss concepts and provide direction for the 2016-17 Annual Community Report; and 2. Appoint two Commissioners to serve on a subcommittee to assist in the development of the report; 3. Discuss concepts and provide direction for the 2016-17 Annual Citizen Oversight Meeting. DISCUSSION Chapter 3.15 of the Municipal Code (the Essential Services Transactions [Sales] and Use Tax) includes specific citizen oversight and fiscal accountability provisions. These provisions include an annual community report and annual citizen oversight meeting: 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). Annual Citizen Oversight Meeting. An invitation will be extended each year to the entire community inviting them to participate in a forum to review and discuss the use of the revenue generated by this measure. City staff will also be available to meet with any group that requests a specific briefing with their members to discuss and answer questions about the revenues generated by the measure and their uses (MC 3.15.040.F). Annual Community Report The community report is produced annually based on revenues and expenditures from the previous fiscal year. The most recent report was published for Fiscal Year (FY) 2015-16 (Attachment 1). This report included: 1. Background of the sales tax measure 2. Current and historical detail on Local Revenue Measure funding 3. How Local Revenue Measure funds were used including Project Spotlight descriptions and photography 4. Planned Local Revenue Measure uses for the following year 5. Detailed Local Revenue Measure funding schedule 6. REOC members Annual Community Report and Citizen Oversight Meeting Page 2 The REOC should consider concepts and provide any direction on ways to enhance this report for the public. Some previous improvements included: 1. Adding more storytelling spotlights including project photography 2. Translating some of the “government jargon” into meaningful and simple terms 3. Eliminating some of the narrative 4. Enlarging the one-page version for public distribution to legal size for inclusion in utility bills (Attachment 2) 5. Revising the look and feel to align with City styleguide standards 6. Switching to a landscape format to allow for easy reading on a computer . Recommendations for the 2016-17 report are: 1. Maintain styling from new & improved 2015-16 report – easy to read, in line with City branding, will help develop consistency, received positive feedback 2. Maintain one-sheet as legal size for more storytelling space 3. Use design cost savings for additional photography to highlight 2016-17 projects 4. Improve timeline of initiatives/projects pipeline – add dates, additional projects 5. Add photos and 1-line bios of REOC members 6. Utilize new LRM logo in lockup with SLO City logo on cover and back page The City will be using Barnett, Cox and Associates (BCA) to design the report. BCA is a San Luis Obispo-based public relations and marketing firm and currently provides a variety of City wide communications support services. The Annual Community Report and Report in Brief will be included in City utility bills in February or March 2017 and discussed at the Annual Citizen Oversight Meeting. Annual Citizen Oversight Meeting The Annual Citizen Oversight Meeting is inteneded to provide an opportunity for the public to learn about how funds generated from the Local Revenue Measure were spent and provide feedback. When the Annual Citizen Oversight Meeting occurs in the same year as the development of the City’s two-year financial plan, the meeting is included as a part of the biennal Community Forum associated with the financial plan development process. That was the case for last year’s Annual Citizen Oversight Meeting. When the meeting occurs outside of the financial plan development a separate meeting is held. This was done two years ago. The meeting was held at the Ludwick Community Center and included an overview presentation of Local Revenue Measure uses in the previous year (attachement 3) as well as the opportunity for public comment. The notification for the meeting was included in utility bills, but there was very limited public attendance. The commission should discuss and provide direction for the date, time, venue, outreach and other logistics for the meeting. Annual Community Report and Citizen Oversight Meeting Page 3 ATTACHMENTS 1. 2015-16 Annual Community Report 2. 2015-16 Annual Community Report in Brief 3. 2014-15 Annual Citizen Oversight Meeting Presentation LOCAL REVENUE MEASURE ANNUAL COMMUNITY REPORT Fiscal Year 2015–16 CITY OF SAN LUIS OBISPO HOW DID WE SPEND REVENUES? PAGE 4 Read about how Local Revenue Measure funds were spent in 2015–2016. PROJECT SPOTLIGHT PAGE 6 See neighborhood street resurfacing on Johnson and Osos streets. 1 SLO Swim Center Pool: The Local Revenue Measure paid for the replacement of the shell plaster at the SLO Swim Center’s pool at Sinsheimer Park, which was 17 years old and showing signs of deterioration and water loss. 2 LOCAL REVENUE MEASURE BALLOT LANGUAGE (MEASURE G) 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. 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? 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 Citizen’s 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 the use of Local Revenue Measure funding as part of the City’s two-year financial planning process. WHAT IS THE LOCAL REVENUE MEASURE? Street Median: As recommended by the City’s Traffic Safety Program, a concrete street median was installed on South Street at Parker Street to restrict left turning movements improving safety. 3 Local half-percent sales tax revenue totaled $7.2M in 2015–16, which adds approximately 10 percent to the general fund. The Local Revenue Measure has generated over $57M since its original adoption in November 2006. REVENUES LOCAL REVENUE MEASURE REVENUES FISCAL YEAR $8M 2006–07 2007–08 2008–09 2009–10 2010–11 2011–12 2012–13 2013–14 2014–15 2015–16 $7M $6M $5M $4M $3M $2M $1M $– Santa Rosa Park Hockey Rink: Repairs to the Santa Rosa Hockey Rink were among one of many major park maintenance and repair projects which also included sports lights, bleachers and fencing. 4 2015-16 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, Parks and Recreation/Senior Programs and Facilities. USES 2015–16 2015–16 LOCAL REVENUE MEASURE USES ($4.9M) 12% // OPEN SPACE PRESERVATION 5% // BICYCLE AND PEDESTRIAN IMPROVEMENTS 4% // TRAFFIC CONGESTION RELIEF/SAFETY IMPROVEMENTS 23% // PUBLIC SAFETY 24% // NEIGHBORHOOD STREET PAVING (INCLUDES IMPROVEMENTS TO BIKE LANES) 5% // CODE ENFORCEMENT 13% // FLOOD PROTECTION 14% // PARKS AND RECREATION/SENIOR PROGRAMS AND FACILITIES Parks and Landscape Maintenance: The Local Revenue Measure funds a parks maintenance position which helps to keep our parks clean and safe for the public. 5 Ranger Services: The Local Revenue Measure funded two Ranger positions which help to maintain and patrol the City’s open space. USES 2015–16 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) Local Revenue Measure uses fall into two categories: operating expenses such as funding full-time Police Officers and Rangers, and capital expenses such as repaving streets and constructing bicycle paths. Operating uses in 2015–16 were approximately $2.1M (43%), and capital uses were about $2.8M (57%), totaling approximately $4.9M. 1. Operating Uses ($2.1M) Examples of these costs are funding for such positions as Police Officers for downtown and stormwater collection/drainage personnel. 2. Capital Uses ($2.8M) The largest capital expenditures funded by the Local Revenue Measure in 2015–16 were Neighborhood Street Paving projects (resurfacing of Johnson and Osos streets), Parks and Recreation Programs, Senior Programs and Facilities, and Open Space Preservation. 6 The 2015-16 neighborhood street paving projects focused on the rehabilitation of Johnson Avenue from Iris to Orcutt Road and Osos Street from Leff to Marsh Street. The project included microsurfacing of both roads and the repair of several curb ramps and curbs. Microsurfacing is a mixture of polymer modified emulsion, graded rock, sand, water, and additives. When mixed together, the material is placed on the road in order to protect the underlying pavement. Buffered Bike Lanes: This project also included new buffered bike lane striping. This improved striping provides more space between bicyclists and cars on the road, increasing safety and bicycle ridership. JOHNSON AND OSOS STREET RESURFACING PROJECT SPOTLIGHT Microsurfacing provides 5-8 years of additional road life and is less expensive than repaving. Microsurfacing is also more friendly to the environment, since road grindings do not need to be trucked off for recycling. This approach to the project saved over $500,000, which will be applied to Madonna and Los Osos Valley Road projects in 2017. 7 There are many exciting projects to look forward to in 2016-17 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 WADDELL RANCH ACQUISITION COMPLETED LAUREL LANE BIKE SIGNAL UNDER CONSTRUCTION RAILROAD SAFETY TRAIL MAINTENANCE COMPLETED LIGHTED CROSSWALK ON HIGUERA COMPLETED FIRE STATION 2 REMODEL COMPLETED MONTEREY TRAFFIC SIGNAL REPLACEMENT IN DESIGN Open Space Maintenance: Projects completed in 2015–16 included trailhead enhancement, such as new kiosks and pet waste bag stations. 8 OPERATING PROGRAMS CAPITAL PROJECTS PROJECT TITLE 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) Laguna Lake Dredging and Sediment Management 450,000 283,632 166,368 Open Space Acquisition 250,000 - 500,000 Open Space Maintenance 285,000 57,362 552,638 Ranger Program Pickup Truck (3 in 2015–16) 139,000 111,201 27,799 Natural Resources (Open Space Wildfire Fuel Reduction) 5,000 1,600 5,000 60,000 Ranger Services (Ranger Staffing; FTE* = 2) 121,590 117,060 129,530 Bicycle Facility Improvements 100,000 30,573 169,427 Bicycle Transportation Plan Implementation 400,000 26,641 373,359 Bike Bridge at Phillips Lane 250,000 Bob Jones Trail Octagon Barn Connection 50,000 7,469 42,531 Downtown Renewal (Includes Sidewalk Replacement) 6,000 Pedestrian and Bicycle Pathway Maintenance 100,000 - 160,000 Replacement of Lighted Crosswalk on Higuera Street 43,500 Safe Route to School Improvements—Pacheco and Bishop Peak 45,000 200 44,800 OPEN SPACE PRESERVATION BICYCLE AND PEDESTRIAN IMPROVEMENTS CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2016 *FTE=Full Time Equivalent 9CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2016 OPERATING PROGRAMS CAPITAL PROJECTS Sidewalk and Tree Replacements 100,000 17,579 402,421 Sidewalk Ramp Construction 45,000 - 45,000 Traffic, Bicycle, and Pedestrian Marking Replacement 20,000 - 20,000 Transportation Planning and Engineering (Engineers, Bike Coordinator; FTE = 1.6) 173,799 161,711 175,948 Monterey & Osos Traffic Signal Safety Upgrade 225,000 3,236 221,764 Neighborhood Traffic Improvements 20,000 20,000 20,000 Parking Structures Assessment and Rehabilitation Study 8,333 - 8,333 Signals and Lighting Maintenance Lift Truck 91,000 South & Parker Traffic Safety Project: Median 30,000 27,845 2,155 Traffic Operation Improvement Projects 30,000 - 30,000 Traffic Safety Improvement Projects 25,000 21,804 28,196 Transportation Radar Trailer 15,000 14,520 480 Signal and Light Maintenance (Technician; FTE = 1) 96,866 96,866 98,127 OPERATING PROGRAMS CAPITAL PROJECTS PROJECT TITLE 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) 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, 2016 911 Phone System 245,000 27,598 - Computer-Aided Dispatch 25,000 - 25,000 Fire: Electronic Patient Care Reporting System 53,800 27,305 52,195 Fire: Emergency Response Forklift 50,000 47,572 2,428 Fire: Emergency Response SUV 99,400 Fire: Emergency Response Van with Ambulance Package 180,000 - 180,000 Fire: Prevention SUV (2 in 15–16) 91,000 74,777 16,223 Fire: Command Vehicle Equipment 5,260 - 5,260 Fire Station 2 Exterior Driveway Ramp Replacement 10,000 Fire Station 2 Restroom and Dorms Privacy Modifications 160,000 1,770 158,230 Police: Administration Sedan 38,500 25,887 12,613 Police: CAD hardware 250,000 - 250,000 Police: Investigations Sedans (2 in 15–16) 66,600 58,210 8,390 Police: Patrol Sedans (2 in 15–16, 3 in 16–17) 83,500 80,686 132,514 Police: Patrol SUV 53,000 - 53,000 Police: Support Services Pickup 31,400 31,400 Police: Traffic Safety Motorcycles (2, 1) 63,400 57,714 39,886 Police: Facility Site Assessment 45,000 - 45,000 OPERATING PROGRAMS CAPITAL PROJECTS PROJECT TITLE 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) PUBLIC SAFETY Police: Patrol Services (Officers, Sergeant; FTE = 4) 764,741 704,243 786,655 PulsePoint CPR Software 8,000 18,000 Capital Engineering Pickup Truck 31,500 30,076 1,424 Street Reconstruction & Resurfacing 1,566,817 967,372 2,580,145 Streets Maintenance Asphalt Grinder & Trailer Mount 89,100 Streets Maintenance Backhoe 128,000 Streets Maintenance Trucks 69,000 CIP Project Engineering (Inspector; FTE = 1) 109,234 93,361 116,258 Streets and Sidewalk Maintenance (Maintenance Worker; FTE = 1) 80,597 76,115 85,003 Mission Plaza Railing Upgrade 30,000 - 60,000 Neighborhood Services (Code Enforcement Officer, Specialists; FTE = 3) 247,185 235,376 256,639 11CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2016 OPERATING PROGRAMS CAPITAL PROJECTS PROJECT TITLE 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) PUBLIC SAFETY (CONTINUED) NEIGHBORHOOD STREET PAVING CODE ENFORCEMENT 12 Broad Street Bank Reinforcement 40,000 40,000 - Flood Control Pickup Truck 28,500 25,548 2,952 Marsh Street Bridge Replacement 734,000 Storm Drain System Replacement 548,500 18,519 1,104,281 Toro Street Bank Stabilization 50,000 50,000 - Creek and Flood Protection (Collection Operators, Stormwater Management Plan; FTE = 6) 577,878 519,634 583,794 Golf Course Pickup Truck 28,500 Olympic Pool Replastering 290,000 190,351 99,649 Major Park Maintenance & Repairs 86,000 41,490 549,510 Restroom Replacement and Remodeling 400,000 354,707 125,293 Octagon Barn Facility 206,000 3,282 202,718 Jack House Elevator Removal 22,000 21,136 864 Parks and Landscape Maintenance (Maintenance Worker; FTE = 1) 77,658 77,658 78,657 TOTAL LOCAL REVENUE MEASURE USES 2,254,548 2,083,624 2,323,611 7,078,110 2,797,463 10,149,346 CITY OF SAN LUIS OBISPO // LOCAL REVENUE MEASURE SUMMARY // FOR THE FISCAL YEAR ENDED JUNE 30, 2016 OPERATING PROGRAMS CAPITAL PROJECTS PROJECT TITLE 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) 2015–16 (BUDGET) 2015–16 (ACTUAL) 2016–17 (BUDGET + CARRYOVER) 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 2015–16 INCLUDE: CITY OF SAN LUIS OBISPO For more information, please visit: www.slocity.org/budget Patrol Services: 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. 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 Jeri Carroll, Vice Chair Chris Coates, Commissioner Ken Kienow, Commissioner Ken Tasseff, Commissioner LOCAL REVENUE MEASURE ANNUAL COMMUNITY REPORT IN BRIEF Fiscal Year 2015–16 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. 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? 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 Citizen’s 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 the use of Local Revenue Measure funding as part of the City’s two-year financial planning process. The Local Revenue Measure paid for open space maintenance projects completed in 2015–16, including trailhead enhancement, such as new kiosks and pet waste bag stations. 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) LOCAL REVENUE MEASURE REVENUES FISCAL YEAR $8M 2006–07 2007–08 2008–09 2009–10 2010–11 2011–12 2012–13 2013–14 2014–15 2015–16 $7M $6M $5M $4M $3M $2M $1M $– Local half-percent sales tax revenue totaled $7.2M in 2015–16, which adds approximately 10 percent to the general fund. The Local Revenue Measure has generated over $57M since its original adoption in November 2006. REVENUES USES 2015–16 2015-16 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, Parks and Recreation/Senior Programs and Facilities. 2015–16 LOCAL REVENUE MEASURE USES ($4.9M) 12% // OPEN SPACE PRESERVATION 5% // BICYCLE AND PEDESTRIAN IMPROVEMENTS 4% // TRAFFIC CONGESTION RELIEF/SAFETY IMPROVEMENTS 23% // PUBLIC SAFETY 24% // NEIGHBORHOOD STREET PAVING (INCLUDES IMPROVEMENTS TO BIKE LANES) 5% // CODE ENFORCEMENT 13% // FLOOD PROTECTION 14% // PARKS AND RECREATION/SENIOR PROGRAMS AND FACILITIES The Local Revenue Measure paid for the replacement of the shell plaster at the SLO Swim Center’s pool at Sinsheimer Park, which was 17 years old and showing signs of deterioration and water loss. CITY OF SAN LUIS OBISPO // For more information, please visit: www.slocity.org/budget 11/30/2017 1 Welcome to Revenue Enhancement Oversight Commission Meeting March 10th, 2016 – Ludwick Community Center Local Revenue Measure Annual Community Report/Citizen Oversight Meeting March 10th, 2016 – Ludwick Community Center 11/30/2017 2 Overview 2014-15 Annual Community Report Review 2015-16 Project & Service Update 2016-17 Supplemental Budget Process Feedback & Discussion 11/30/2017 3 What is the Local Revenue Measure? ½ percent general purpose local sales tax Approved in November 2006 (Measure Y) Extended in November 2014 (Measure G) Measure G Ballot Language “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?” 11/30/2017 4 Revenue Enhancement Oversight Commission Responsibilities include: Annual audit review Annual Community Report Annual Citizen’s Oversight Meeting Budget recommendations Outreach and education 2014-15 Annual Community Report 11/30/2017 5 Capital vs. Operating Uses 11/30/2017 6 Preservation of Essential Services Public Safety Projects: Implemented quickest route software New mobile data computers New police vehicles Fire Station #2 remodel Staffing: Daytime Downtown Patrol Officers, Police Sergeant, Police Officer, Traffic Sergeant, Fire Marshall, Deputy Fire Chief Preservation of Essential Services Maintenance Services Projects: Storm drain replacements Storm drain clearing Sinsheimer play equipment replacement Staffing: Streets Maintenance Worker, Signal & Streetlight Tech, Storm Water Code Enforcement Officer, Storm Water Collections Operators 11/30/2017 7 Storm Drain Replacement Preservation of Essential Services Neighborhood Wellness Projects: SNAP Enhancement Staffing: Building Code Enforcement Officer, Neighborhood Code Enforcement Specialists 11/30/2017 8 Traffic Congestion Relief Projects: Traffic Safety Report Bicycle facility improvements Restriping/sharrows on Chorro and Mill Additional green lane Neighborhood traffic improvements Concrete diverter on Fixlini Staffing: Traffic Engineer Open Space Preservation Projects: Open space acquisition Froom Ranch improvements Open space wildfire reduction Staffing: Ranger Services 11/30/2017 9 Infrastructure Maintenance & Improvements Projects: Santa Rosa Skatepark Street reconstruction & resurfacing Foothill and Laguna neighborhoods Downtown renewal projects Jack House painting, Johnson Ave. underpass pump, Mission Plaza railing, Emerson Park playground equipment, Sinsheimer parking lot reconstruction Sinsheimer Parking Lot Reconstruction 11/30/2017 10 2015-16 Project and Service Update 11/30/2017 11 Open Space Preservation Laguna Lake Dredging Open space acquisition Open space maintenance Ranger Services staffing Bicycle & Pedestrian Improvements Bicycle facility improvements Broad at Orcutt Green bike lane Higuera at Marsh bike lane Pacific and Morro stop sign reconfiguration Bicycle Transportation Plan implementation Broad St. Bicycle Boulevard Pedestrian & Bicycle pathway maintenance Sidewalk and tree replacements 11/30/2017 12 Traffic Congestion Relief/ Safety Improvements Monterey & Osos traffic signal upgrade Neighborhood traffic improvements South Chorro traffic circles Radar trailer Public Safety Updated 911 system Electronic patient care reporting system Fleet replacement Police facility site assessment Daytime Downtown Patrol Officers, Traffic Officer, Traffic Sergeant 11/30/2017 13 Neighborhood Street Paving Street reconstruction and resurfacing Johnson Ave. Osos St. CIP Project Engineering Inspector, Streets and Sidewalks Maintenance Worker Code Enforcement Mission Plaza railing ADA upgrade Building Code Enforcement Officer, Neighborhood Services Specialists 11/30/2017 14 Flood Protection Broad St. bank reinforcement Toro St. bank stabilization Marsh St. bridge replacement Storm drain system replacement Parks & Recreation/ Senior Programs and Facilities Olympic pool re-plastering Park maintenance and repairs Hockey and Tennis Court resurfacing Laguna Lake golf course restrooms 11/30/2017 15 Looking Ahead to 2016-17… 11/30/2017 16 2016-17 Budget Recommendations 2014-15 fund balance: $281,935 2015-16 additional fund balance: $265,000 2016-17 updated fund balance: TBD Questions and Feedback