16 Staff Report - Redevelopment Agency's FY 2008/09 Operating Budget(WHOP
s GASpS COUNCIL AGENDA REPORT
DATE: MAY 29, 2008
MEETING DATE: 612/2008
ITEM NO: 16
TO, MAYOR AND TOWN COUNCIL/
CHAIR AND MEMBERS OF THE REDEVELOPMENT AGENCY
FROM: GREG LARSON, TOWN MANAGER/EXECUTIVE DIRECTOR
SUBJECT: ADOPT RESOLUTIONS APPROVING THE TOWN AND
REDEVELOPMENT AGENCY'S FISCAL YEAR 2008/09 OPERATING
BUDGET, CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS
2008/09-2012/13, CARRY-FORWARD APPROPRIATIONS, AND OTHER
APPROVED ADJUSTMENTS AND MINOR CORRECTIONS
RECOMMENDATION:
1. Adopt resolution approving the FY 2008/09 Operating and Capital Summary Budget and
the FY 2008-13 Capital Improvement Program for the Town of Los Gatos, directing
staff to incorporate within the final adopted budget any changes related to Council
approved meet and confer process or management compensation plan amendments,
classification adjustments or minor corrections, carryforward appropriations, changes due
to more refined estimates and grant approvals, or additional Town Council direction
received by staff upon adoption of the budget.
2. Adopt resolution approving the FY 2008/09 Operating and Capital Summary Budget and
the FY 2008-13 Capital Improvement Program for the Redevelopment Agency of Los
Gatos, directing staff to incorporate within the final adopted budget any changes related
to Council approved meet and confer process or management compensation plan
amendments, classification adjustments or minor corrections, carryforward
appropriations, changes due to more refined estimates and grant approvals, or additional
Town Council direction received by staff upon adoption of the budget.
PREPARED BY: NWAY
Finance dministrative Services Director
NAMGRTJacobsX08-09 BudgcMdoption staffrepoa.doc
Reviewed by: Assistant Town Manager Town Attorney
Clerk Administrator Finance Community Development
PAGE 2
MAYOR AND TOWN COUNCIL
SUBJECT: ADOPT RESOLUTION APPROVING THE 2008/09 OPERATING/CAPITAL
BUDGET
MAY 29, 2008
BACKGROUND:
On May 19, 2008, a public hearing was held on the Town and Redevelopment Agency's
Proposed FY 2008109 Operating & Capital Summary Budget, and Proposed FY 2008-13 Capital
Improvement Program (CIP). The Town Council considered both documents and directed staff
to bring back the documents for final approval.
Prior to Council consideration of the CIP, the Planning Commission reviewed the CIP as
required by State law on April 23, 2008. The Commission determined that the CIP is consistent
with the General Plan, and all specific plans.
Staff is not recommending any appropriation modifications to the Proposed Operating and
Capital Budget and CIP at this time; however, several items are noted for Council consideration
as detailed in the following discussion. Any additional changes or corrections directed by the
Town Council upon adoption of the budget can be incorporated into the final authorized budget
as provided for in the adopted Budget Resolution.
DISCUSSION:
Budget Issues for Council Consideration
Although no appropriations modifications are necessary at this time, staff would like to note the
following issues for Council consideration:
Funding for A Place for Teens
At the May 19, 2008 public hearing, Council concurred with staff's recommendation for a one-
time allocation of $88,000 to support teen services at The Venue, currently operated by A Place
for Teens with support from the Recreation Department. This funding will be allocated to and
administered by the Recreation Department as an incentive for other matching funds and to
ensure continued strengthening of A Place for Teens. The funding agreement will last 3.5 years
through the expiration of the current lease (January, 2012). Per Council direction, the agreement
will be written without language prohibiting solicitation for further increased operating or capital
support during that time. The total contribution from the Town of Los Gatos to A Place for
Teens during FY 2008/09 will be $178,000, consisting of $78,000 in-kind donation of land and
buildings (ongoing annual donation) and $100,000 cash ($12,000 Community Grant and $88,000
one-time grant through the Recreation Department).
Reallocation of Monte Sereno State Park Bond Funds
The FY 2008/09 CIP includes the reallocation of $100,000 of Monte Sereno State Park Bond
funds from the skatepark project to the Plaza Fountain Safety Upgrade project upon concurrence
PAGE 3
MAYOR AND TOWN COUNCIL
SUBJECT: ADOPT RESOLUTION APPROVING THE 2008109 OPERATING/CAPITAL
BUDGET
MAY 29, 2008
by the City of Monte Sereno. Monte Sereno has not yet provided its concurrence on the
recommended reallocation and is scheduled to discuss the request again at its June 171' Council
meeting. Staff will apprise the Town Council of the outcome of Monte Sereno's discussion.
Individual Questions from Council
During the staff presentations on the FY 2008109 Operating and Capital Budgets, individual
Council members raised questions regarding a number of matters. Staff will follow-up as needed
on these questions and will provide information to Council as appropriate.
State Budget Impacts
As noted in the staff report for the May 19th public hearing, the effects of the State budget
deliberations on the Town are not known with certainty at this time. Potential impacts may
involve loss of revenue including Community Oriented Policing (COPS) grant funds and Vehicle
License bees, or increased expenditures related to booking fees. Staff expects that budget
deliberations may extend well into the summer or early fall. If the State budget includes
reductions to Town revenues or increases to Town expenditures, these changes will be
incorporated into the FY 2008109 adopted budget. Staff recommends funding any negative fiscal
impacts from the State budget using Revenue Stabilization reserves. This action will provide
temporary bridge funding for services until the FY 2009110 budget year when services can be
aligned with ongoing operating revenues.
Encumbered Items Outstanding at June 30, 2008
Town policy calls for unexpended encumbered funds to lapse at the end of the fiscal year.
However, Town policy also provides that valid encumbrances open at the end of the fiscal year
may be carried forward to the following fiscal year and re-appropriated from the encumbrance
reserve dollars set aside upon the close of the prior fiscal year.
Because of the need to reduce expenditures, the majority of encumbrances will be closed out
during the year-end process or paid in full by the time of the final fiscal year close-out and will
not be carried forward to FY 2008109. Only on an exception basis through Town Manager's
approval are outstanding encumbrances or unspent appropriated balances from the prior year
carried forward. These amounts will be reserved in their respective funds at year end under a
designated reserve. Capital Project Fund appropriations differ in that encumbrances are carried
forward to the following fiscal year until the projects are completed.
Non-Encumbered Items
In addition to the open encumbrances outstanding at year-end, staff is proposing to bring forward
remaining current year appropriations for unexpended balances in its grant funded operating
projects. Grants provide matching revenues for expenditures and often span two or three fiscal
years in their program or project implementation.
PAGE 4
MAYOR AND TOWN COUNCIL
SUBJECT: ADOPT RESOLUTION APPROVING THE 2008109 OPERATING/CAPITAL
BUDGET
MAY 29, 2008
Final Adopted Budget Changes FY 2008109
The resolution adopting the FY 2008109 recommended budget directs staff to include changes
resulting from. Council approval of the meet and confer process or management compensation
plan, from classification adjustments or miscellaneous corrections, from changes due to more
refined estimates or grant approvals, or from further Town Council consensus direction received
on June 2, 2008 that will cause the final published budget to differ slightly from what is
presented for adoption. Any other minor adjustments as authorized by Town Council on June 2" d
will be incorporated within the final published budget document thereby not requiring a second
adoption of the annual budget.
FISCAL IMPACT:
The fiscal impact of the Town and Redevelopment Agency's FY 2008109 Operating and Capital
Budgets is provided in the Financial Summaries section of the budget document including
estimates of Fund Reserves at June 30, 2008.
As stated by staff at the public hearing on May 19, 2008, the Town will continue to monitor local
economic trends and associated impacts to the Town and RDA's adopted FY 2008/09 budgets.
It is currently anticipated that staff will bring forward any further adjustments necessary in the
Town's mid-year budget review. These adjustments may include some further actions necessary
to align operating revenues with expenditures; however, staff cannot determine at this time
whether or not these will be required.
A tachments-
1. Resolution of the Town Council Approving FY 2008/09 Operating Budget and FY 2008-13
Capital Improvement Plan
2. Resolution of the Redevelopment Agency Approving FY 2008109 Operating Budget and FY
2008-13 Capital Improvement Plan
RESOLUTION 2008-
RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF LOS GATOS
APPROVING FY 2008/09 OPERATING BUDGET & FY's 2008/09 - 2012/13 CAPITAL BUDGET
AND CARRY-FORWARD APPROPRIATIONS AND OTHER APPROVED ADJUSTMENTS
RELATING TO MEET AND CONFER PROCESS, MANAGEMENT COMPENSATION PLAN,
CLASSIFICATION ADJUSTMENTS, MINOR CORRECTIONS, AND REFINED ESTIMATES
WHEREAS, Section 2.30.295(b) of the Los Gatos Town Code requires the Town Manager
to annually prepare and submit a budget to the Town Council and be responsible for its administration;
and
WHEREAS, the Town Manager did submit a proposed budget for the 2008/09 to the Town
Council; and
WHEREAS, the Town Manager did submit a proposed five-year capital improvement plan
for FY's 2008/09 - 2012/13; and
WHEREAS, the Town Council has considered and reviewed said proposed budget and
capital improvement plan during public hearings.
RESOLVED, that the Town Council hereby adopts as the budget for the Town of Los
Gatos for the 2008/09 fiscal year the schedule entitled Total Town Revenues By Fund and Total Town
Expenditures By Fund including the first year (FY 2008/09) of the Town's Capital Improvement Program
budget as contained in the Town's FY's 2008/09 - 2012/13 Capital Improvement Plan.
BE IT FURTHER RESOLVED, that the final adopted budget includes approved carry-
forward appropriations for unspent operating grants and pass-throughs from FY 2007/08, and that there
be carried forward from prior year's Reserve for Encumbrances within each fund an amount sufficient to
cover approved outstanding encumbrances as of June 30, 2008;
BE IT FURTHER RESOLVED, that the Town Council hereby directs staff that any
changes or impacts resulting from: Council approval of the meet and confer process or management
compensation plan; from classification adjustments or miscellaneous corrections; from changes due to
more refined estimates of state budget impacts or grant approvals; or froiu further Town Council
2008-09 Operating Budget Resolution Attachment 1
consensus direction received on June 2, 2008, be incorporated within the Final FY 2008109 Operating and
Capital Budget.
PASSED AND ADOPTED at a regular meeting of the Town Council of the Town of Los
Gatos, California, held on the 2nd day of June, 2008 by the following vote:
COUNCIL MEMBERS:
AYES:
NAYS:
ABSENT:
ABSTAIN:
SIGNED:
MAYOR OF THE TOWN OF LOS GATOS
LOS GATOS, CALIFORNIA
ATTEST:
CLERK OF THE TOWN OF LOS GATOS
LOS GATOS, CALIFORNIA
2008-09 Operating Budget Resolution Attachment 1
RESOLUTION 2008-
RESOLUTION OF THE REDEVELOPMENT AGENCY
CONSENTING TO THE PROVISION OF PUBLIC IMPROVEMENTS BY THE LOS GATOS
REDEVELOPMENT AGENCY AND MAKING MANDATORY FINDINGS IN REGARDS TO
CAPITAL PROJECTS PROVIDED FOR IN THE LOS GATOS REDEVELOPMENT AGENCY
FY 2008109 OPERATING AND FY's 2008109 - 2012113 CAPITAL IMPROVEMENT PLAN
WHEREAS, Section 33445 of the Health and Safety Code requires the local legislative body to
consent to the provision of public improvements by its Redevelopment Agency and make findings: 1) that
the public improvements are of benefit to the project area or the immediate neighborhood of the project
area; 2) that uo other reasonable means of financing such public improvements are available to the
community, and; 3) that the Agency's contribution to the cost of the public improvement or facility will
assist in eliminating one or more blighting conditions in the project area, and is consistent with the
Agency's implementation plan adopted pursuant to Section 33490 of the Health and Safety Code, (the
Implementation Plan) and
WHEREAS, the Redevelopment Agency's FY 2008109 - 2012113 Capital Budget provides
funding for the following projects (the Projects 1) Police Services Building ; 2) University Avenue from
Mullen to Main Street; 3) S. Santa Cruz/Wood Gateway and
WHEREAS, the Projects will be of substantial benefit to the downtown business district and
surrounding areas of the Central Los Gatos Redevelopment Project Area (the Project Area) established
pursuant to the 1991 Redevelopment Plan (the Revelopment Plan) and
WHEREAS, the Town has limited financial resources for capital improvements and these finds
are committed to other critical infrastructure needs of the Town such as repairing aging streets outside of
the Project Area;
WHEREAS, the Projects have been specifically called for in the Town's Redevelopment Plan and
Implementation Plan; and
WHEREAS, the Downtown infrastructzure was initially in a deteriorated condition with broken
pavement, deteriorated streets and alleys, deteriorated sidewalks, and functionally obsolescent, and the
capital projects have helped, and continue to help, eliminate these blighting conditions;
2008-09 RDA Resolution revised Attachment 2
THEREFORE BE IT RESOLVED, that the Town Council of the TOWN OF LOS GATOS does
hereby consent to the provision of funding for the Capital Projects by the Los Gatos Redevelopment
Agency in accordance with the Agency's FY 2008109 Operating and FY 2008109 - 2012113 Capital
Improvement Program budgets totaling adopted revenues of $9,826,480 expenditures of $8,717,180 (prior
to carry-forward appropriations); and
BE IT FURTHER RESOLVED, that the Agency Board hereby finds that the Projects are of
benefit to the Project Area and the immediate neighborhood of the Project Area; and
BE IT FURTHER RESOLVED, that the Agency Board hereby finds that no other reasonable
means of financing such public improvements are available to the community; and
BE IT FURTHER RESOLVED, that the Agency Board hereby finds that the Los Gatos
Redevelopment Agency's contribution to the cost of the public improvements will assist in eliminating
blighting conditions in the Project Area, and is consistent with the Implementation Plan.
BE IT FURTHER RESOLVED, that the Agency Board hereby directs staff that any changes or
impacts resulting from: Council approval of the meet and confer process or management compensation
plan; from classification adjustments or miscellaneous corrcetions; from changes due to more refined
estimates, state budgets, or grant approvals; or from further Agency Board consensus direction received
June 2, 2008, be incorporated within the final FY 2008109 Operating and Capital Budget.
PASSED AND ADOPTED at a regular meeting of the Redevelopment Agency of the Town of
Los Gatos held the 2nd day of June, 2008, by the following vote:
REDEVELOPMENT AGENCY MEMBERS:
AYES:
NAYS:
ABSENT:
ABSTAIN:
SIGNED:
CHAIR OF THE REDEVELOPMENT AGENCY
TOWN OF LOS GATOS, CALIFORNIA
ATTEST:
SECRETARY OF THE REDEVELOPMENT AGENCY
TOWN OF LOS GATOS, CALIFORNIA
2008-09 RDA Resolution revised Attachment 2