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11 Budget Presentation 2024-25FY 2024/25 Proposed Operating and Capital Budget & FY 2024/25 – 2028/29 Proposed Capital Improvement Program Council Meeting 5/21/2024 Town Council Core Goals and Strategic Priorities 2024-2026 Proposed FY 2024/25 Operating Budget •Maintain existing high levels of service •Provide for minimal staffing changes •Absorb unfunded State mandates •Balance with 4.6% salary saving factor and $0.6 million Residual Measure G District Sales Tax – Operating Reserve Year -End Fund Balance Allocations General Fund Capital/Special Project Reserve General Fund Capital/Special Projects Reserve as of 6/30/2023 $ 10,359,577 Additional for Capital Projects $ (1,615,000) Additional to General Liability $ (430,000) Budget Stabilization and Catastrophic Reserves per General Fund Reserve Policy $ (1,143,263) Estimated Year-End Surplus $ 1,407,950 To Pension OPEB Reserve per General Fund Reserve Policy $ (300,000) Estimated Capital/Special Projects Reserve as of 6/30/2024 $ 8,279,264 Additional for Capital Projects $ (1,110,000) Estimated Capital/Special Projects Reserve as of 6/30/2025 $ 7,169,264 Additional for Capital Projects 5-Year Plan $ (5,550,000) Available to Reallocate $ 1,619,264 5-Year CIPFY 2023/24FY 2024/251,107,950$ •Nine projects closed in 23/24 •65 Projects Total •$7M in New Funding + $25.7M in Carryforward •Seven New Projects Proposed o Blossom Hill Road – Union to Camden (Grant Funded, $800K) o Storm Drainage Mapping ($450K) o TMO Roof Repairs ($80K) o Fleet Service Bay Work Area ($45K) o Overlook Road Trees ($40K) o Sport Court Surfacing ($100K) o Oak Meadow Plane Recoating (proposed for 26/27, $40K) Proposed Five-Year Capital Improvement Program RECOMMENDATIONS •Consider the Recommendations of the Finance Commission; •Provide Direction on the Proposed Operating Budget, •Provide Direction on the Proposed Capital Budget; •Approve the FY 2024/25 List of Potential Donations Consistent with the Town’s Donation Policy; and •Review and Approve the Town Investment Policy QUESTIONS?