HomeMy WebLinkAboutFC_2015-06-12_MinutesFinance Committee Meeting Notes
June 12, 2015
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City of Atascadero
FINANCE COMMITTEE
NOTES
Friday, June 12, 2015
1:00 p.m.
Atascadero City Hall – Conference Room 106
6500 Palma Avenue, Atascadero, California
CALL TO ORDER:
Chairperson Moreno called the meeting to order at 1:01pm
Members Present: Council Member Kelley, Mayor Pro Tem Moreno, City Treasurer Gere
Sibbach, Administrative Services Director Jeri Rangel, City Manager Rachelle Rickard
Absent: None
Staff Present: Fire Chief Kurt Stone, Public Works Director Nick DeBar, Deputy
Administrative Services Director Cindy Chavez, and Deputy City Clerk Lori Mlynczak.
PUBLIC COMMENT: Charles Bourbeau expressed concern over the amount of
supplementals. Mr. Bourbeau asked if this is the last meeting before the budget is taken to
the City Council.
City Manager Rickard confirmed that this is the final meeting before the budget is taken to
the City Council on June 23rd
Mr. Bourbeau also asked whether the City is going to look into raising the sewer rates.
Chairperson Moreno mentioned a study regarding fees is scheduled for the upcoming fiscal
year.
Public Comment was closed.
BUSINESS:
1. General Discussion Regarding Selected Business Items
There were no follow up questions from the prior meeting.
Finance Committee Meeting Notes
June 12, 2015
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2. Draft Budget
Administrative Services Director Rangel gave an overview of the draft items that were
distributed.
Director Rangel gave a brief explanation on section A of the draft budget document.
Director Rangel went over section B of the draft budget document.
Councilmember Kelley asked about the Tax & Assessments increase on page B-1.
Director Rangel explained that F-14 Sales Tax revenues are included in that
number. Pages B1-5 are all funds together. The details are further back in the
budget.
Director Rangel pointed out that B-6 is expenditures for all funds.
Councilmember Kelly asked a question about the spike in general fund revenues.
Director Rangel explained how the triple flip caused a slight bump for one fiscal
year.
City Manager Rickard pointed out the difference of combined funds vs. separate
funds and that we are not budgeting based on the spiked years.
Director Rangel went over the 7 Year Projection located on page B -11.
City Manager Rickard mentioned that this report is different than what was
previously presented. During labor negotiations a payout of historical vacation
banks and holiday leave have been offered. However, this is not a mandatory pay
out.
City Treasurer Sibbach mentioned this will make it possible to pay down some of
the leave liability that is on the books.
City Manager Rickard explained there is a placeholder for items that are
negotiation with the labor groups.
Councilmember Kelley asked about the F-14 Sales Tax. Director Rangel explained
that the F-14 Sales Tax is not included in the general fund projection and budget.
There is a separate document just for those dollars.
Councilmember Kelley asked to have an asterisk to refer to the section that
relates to the F-14 Sales Tax funds.
Director Rangel pointed out the bottom line on page B -11, specifically the reserves.
Each year of the projection is well about the Council policy of 20% reserve.
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June 12, 2015
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Director Rangel briefly went over page B-12. This also excludes F-14 Sales Tax
dollars.
It was agreed that the asterisk note will only be applied to page B-11.
Councilmember Kelley asked for an explanation of the transfer out amount located
on page B-14. Director Rangel explained that was the transfer of Bertha Schultz
funds to the vehicle fund.
Director Rangel noted that from section C on was previously covered in prior meetings
when debt service and operating funds were discussed.
City Manager Rickard stated that public safety is not being reduced as shown on page B -
17. Funds other than general funds are being used.
Chairperson Moreno asked if we had any additional information from PEI regarding the
projections. Director Rangel referred to page G-15. We previously had a 3 year projection
and have added info to fiscal years 2018/19 and 2019/20.
Councilmember Kelley, referring to page B-11 asked how we are going to be able to
cover adding additional positions. City Manager Rickard stated those positions have
already been included in this draft budget.
Councilmember Kelley asked where he will see the spike for PERS. City Manager
Rickard referred him to employee services on page B-11.
City Treasurer Sibbach asked if the items on page G-15 are funded. Director Rangel
confirmed they are and referred to page F-2. Category B items are City funded and the
others are F-14 funded.
City Treasurer Sibbach asked about the role of the Sales Tax Oversight Committee. City
Manager Rickard explained that they will review revenue and expenses after the fact. The
committee will receive education on the PEI critical point pavement management and
budget documents.
There was a discussion about the upcoming Alamo and Honda street projects and when
they will be completed.
Councilmember Kelley asked about the first ‘big’ street project and was referred to page
F-2 for the size and scope of the projects.
Councilmember Kelley asked about the phrasing of “maintenance”. City Manager Rickard
and Director Debar explained that the term maintenance wh en referring to F-14 project
refers to surface treatments to the roads – not patching potholes. Director DeBar
explained that the term maintenance limits the accessibility improvements that would be
required.
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June 12, 2015
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There was a discussion to add a brief descriptor of what is included in
“maintenance”.
City Treasurer Sibbach asked when the budget hearing will take place and whether there
will be any communication with the Sales Tax Oversight Committee prior to that meeting.
Chairperson Moreno opened public comment:
Charles Bourbeau stated that because PERS is an area of public concern PERS
rates should be listed somewhere in this document.
Councilmember Kelley asked about the unfunded PERS liability. City Manager Rickard
explained that our payments each year go toward paying that down.
There was a brief discussion about the closed 20 year projections that are received from
PERS each year.
Chairperson Moreno suggested adding to section A-10 that approximately $350,000
is paid each year toward the PERS liability and that the amount increases each
year.
Supplementals - On-Going
Director Rangel discussed the supplementals and pointed out the difference
between Requested and On-Going.
City Manager Rickard went over On-Going items on the list.
Chief Stone elaborated on the fire supplementals.
City Manager Rickard pointed out the F/T Planner is not a senior and that should
be removed.
There was a brief discussion regarding the Recreation Guide and possibly
coordinating with promotions.
There was a question about the supplemental for Public Works for the Associate
Civil Engineer. Director DeBar clarified that this is in addition to filling the vacant
position.
City Manager Rickard pointed out that there is also a Maintenance Worker 1 being
added to Building Maintenance. This will be a swing shift position working from
approximately 2:00pm-10:00pm to supplement the janitorial services and allow for
more zoo maintenance from the existing staff. Director Rangel clarified that
although this position was erroneously left off the supplemental list it is included in
the draft budget document.
Finance Committee Meeting Notes
June 12, 2015
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Supplementals – One-Time
City Manager Rickard went over the one-time supplemental list.
There was a discussion regarding a remodel of the fire station 1 office.
Councilmember Kelley asked about the Trailer Mounted Leaf Vacuum and whether
or not it would affect parking. Director DeBar clarified this would be used early in
the morning, not during heavy traffic times.
There was a brief discussion about the Sewer Line Cleaning Truck item. The
current truck is at least 25 years old – well beyond its life.
Chairperson Moreno asked where to find the reserves by fund in the draft budget.
City Manager Rickard referred to page C-2.
There was a brief discussion about the Technology and Vehicle Funds. We are not
currently funding the Building Fund but do continue to fund the Technology and
Vehicle Funds. City Manager Rickard clarified that we are not putting away money
for vehicles that last 20 years.
Chairperson Moreno commented on what a great job has been done on this draft budget.
Councilmember Kelley stated these Finance Committee meetings have put him at ease
with the budget.
Chairperson Moreno adjourned the meeting at 2:46pm.
NOTES PREPARED BY:
_________________________________
Lori Mlynczak, Deputy City Clerk