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2020-08-05 CC Agenda Packet - PRESENTATION - Budget Study SessionAugust 5, 2020 8:00 AM CITY ELOFSEGUNDO Study Session Overview Background Items 3. Proposed FY 2020-2021 Budget Next Steps City Strategic Plan - July 22 Study Session Follow-up Update on the Economy FY 2019-20 Budget Update City Council's Top /Ten Priorities: Obtain an "Age Friendly City" designation Determine future of the Teen Center 3. Continue to advocate for EI Segundo's interests regarding LAX expansion City Council's Top /Ten Priorities (continued): 4. Consider guidelines for use of potential revenue from golf course lease Identify further infrastructure and downtown improvements for Main Street 6. Attract senior living facilities to EI Segundo City Council's Top /Ten Priorities (continued): Identify areas within the community that are appropriate for housing 8. Conduct a study of repurposing City Hall � Develop a unique value proposition for attracting new businesses City Council's Top /Ten Priorities (continued): Add New Priority: 10. Ensure that the City is positionedfor post-COVID-19 recovery No changes to: City Mission Statement City Vision Statement City Values & Culture Statement Embrace diversity, equity,Is R inclusion; Enhance customer service,, engagement,, and communication Revised Goal description only Support community safety and Goal 2 I-A preparedness No change to Goal description New Activity #5: Complete COVID-19 emergency response analysis evelop as a choice employer and workforce No change Develop and maintain quality infrastructure and technology No change to Goal description New Activity #10 (for Objective 4A): Review the following environmental proposals: Update Single -use Plastic Policy; Establish Green Business Recognition Program; Develop Green Construction Standards &Incentives; Explore joining Clean Power Alliance; and Expand water conservation efforts. r,- Champion economic development and Goal fiscal sustainability No change to Goal description New Activity #13 (for Objective SA): Develop an EI Segundo Gross Domestic Product (GDP) metric, and then incorporate into a Key Performance Indicator (KPI) New Key Performance Indicators: Track new building construction square footage Track Annual EI Segundo GDP Unemployment Inflation Gross Domestic Product Federal Interest Rate Projections 10 0 E'9 7 Ce 5 0 3 2 1 0 2020 National Average Unemployment Projections 2021 June 2020 projection i P1i ► ►N December 2019 projection 15 Long run 2.50 2.00 1.50 NO0 1.00 0.50 0.00 Average Inflation Projections -June 2020 Current Rate plow$] -*--PCE inflation 2021 -*--Core PCE inflation 16 2022 Long run 2C National Average GDP Projections 2021 -o--June 2020 projection 2022 -*--December 2019 projection 17 Longer run 3.00 2.50 2.00 1.50 1.00 0.50 M KI Current Rate Average Federal Funds Rate Projections t WWII -*--June 2020 projection 2021 2022 Long run December 2019 projection 18 Scenario One — as presented to City Council on May 5, 2020 • Virus peaks in May 2020 & Recovery slowly starts in July 2020 General Fund was projected to experience a $9.6 million (or 12%) FY 2019- 2020 revenue reduction. 1 Beg. Fund Balance (10/01/19) $20,783,395 $24,198,953 $3,415,558 18% 2 Revenues 76,710,208 67,107,993 (9,6021215) (12%) 3 Appropriations (801782,540) (74,595,883) (6,186,657) (8%) 4 Use of Reserves 0 0 0 - 5 End. Fund Balance (9/30/20) 16,711,063 16,711,063 0 - 6 Transfer -out Pension Trust (11559,000) (1,5591000) 0 - 7 Total Reserves at Year-end $1511521063 $15,1521063 $0 - 20 I Business License $12126000 $121246,202 99% 2 Sales & Use Tax 10167600 791601652 67% 3 Transient Occupancy Tax (T.O.T.) 9105900 611261758 67% 4 Property Tax 89599,500 8031794 102% 5 Utility User's Tax (UUT) 519921062 4,6321503 77% 6 Tax Resolution (TRA) 5,9021063 5,9021063 100% 7 Charges for Services 3,7981845 3,0701930 81% 8 Franchise Tax 3,2001000 312129104 100% 9 Other Revenues 3,0181995 116069663 53% 10 Intergov. Revenues 1,926,490 11923,848 99% 11 License & Permits 115389358 11514,850 98% 12 Interest & Rentals 8041000 546,272 68% 13 Fines & Forfeitures 1921020 193,951 101% 14 Transfers In 140.0001 140.0001 100% 3rd Quarter = October 1, 2019 — June 30, 2020 21 $1210651344 6,762,838 8,432,590 8,103,693 5,310,020 6,171,627 3,870,028 2,568,833 2,442,371 1,773,917 1,670,804 1,112,588 418,142 Police Fire Public Works Recreation & Parks Non -department Planning & Building Safety Information Technology City Manager Finance Library Human Resources City Attorney City Clerk City Treasurer City Council l $21,780,602 $16,470,454 76% $16,436,381 1519941908 12,2005541 76% 12,094,146 71612,426 417151756 62% 419101618 617591322 31679,227 54% 410451660 516161639 416535963 83% 410211146 310011130 119015877 63% 118581972 2,592,636 1,829,587 71% 1,534,583 213741470 154615328 62% 114981444 211811892 11494,789 69% 114731678 213941131 1,648,640 69% 1,734,663 1,163,432 7501157 64% 656,525 5851450 3721515 64% 3651698 6401038 339,660 53% 327,372 3411375 2421315 71% 2211409 3081432 2071431 67% 1885490 • 3rd Quarter = October 1, 2019 — June 30, 2020 22 Ir4e►aIPliwaRWIr_rm 2Trorer=im 0rErir: • Revenues FY 2019-20 Budget $31,281,260 FY 2019-20 3rd Quarter $18,3181581 FY 2018-19 3rd Quarter $21,967,568 • Expenses: FY 2019-20 Budget $29,8121873 FY 2019-20 3rd Quarter $17,462,547 FY 2018-19 3rd Quarter $20,963,129 0 3rd Quarter = October 1, 2019 — June 30, 2020 D19-2020 Wastewater Fund — 3rd quarte • Revenues • Expenses FY 2019-20 Budget * $318861200 FY 2019-20 3rd Quarter $21894,708 7 FY 2018-19 3rd Quarter $31455,095 FY 2019-20 Budget $5,3061636 FY 2019-20 3rd Quarter $2,7251533 FY 2018-19 3rd Quarter $310971594 • 3rd Quarter = October 1, 2019 — June 30, 2020 Revenues Expenses • • • FY 2019-20 Budget $1,450,667 FY 2019-20 3rd Quarter $ 8821200 FY 2018-19 3rd Quarter $1,127,272 FY 2019-20 Budget $114171800 FY 2019-20 3rd Quarter $ 9481307 FY 2018-19 3rd Quarter $111301921 3rd Quarter = October 1, 2019 — June 30, 2020 Ah Shift from October 1—September 30 to July 1—June 30 FY 2020-21 Budget will be 9 months: Oct. 1, 2020 —June 30, 2021 FY 2021-2022 Budget will be 12 months: July 1, 2021 to June 30, 2022 City Manager's Office Oversight of Departments Deputy City Manager • City Clerk's Office • Development Services • Fire • Human Resources • Police Note: Actual distribution of departments may change Deputy City Manager/ Finance Director • Community Services • Finance • Information Technology • Public Works Community Services Department Merger of Recreation & Parks and Library Reorganization within the Library O�i Development Services Department Rename from Planning & Building Safety Department Establish a Housing Division Affordable Housing Senior Housing —Park Vista Senior Center Finance Department Inclusion of City Treasurer's Office Operational efficiencies Consolidation of Risk Management function New Risk Manager position Workers' Compensation Fund (75%) General Liability Fund (25%) M' Information Technology Services Department Rename from Information Services Department Public Works Department Include Parks/Landscaping Maintenance Services Scenario Two — as presented to City Council on May 5, 2020 • Virus peaks in August 2020 &Recovery starts in December 2020 General Fund is projected to experience a $12 million (or 15%) FY 2020- 2021 revenue reduction.* *May 5, 2020 Scenario Two anticipated a $15.2 million or 20% reduction Estimated FT2.U2U-2U21 ReUvinues (all of Total % of Tota I No. Fund FY 2019-20 Budget FY 2020-21 Budget 1 General Fund $76,710,208 60.9% $58,328,024 62.2% 2 Water Fund 31,2811360 24.8% 23,417,500 25.0% 3 Wastewater Fund 3,8861200 3.1% 31110,000 3.4% 4 Worker's Comp Fund 219751035 2.4% 21258,193 2.4% 5 CIP Fund 217491000 2.2% 11350,000 1.4% 6 Equip. Rep. Fund 21089,441 1.7% 110641200 1.1% 7 General Liability Fund 11914,179 1.5% 114001000 1.5% 8 Transportation Funds 11595,064 1.3% 112281835 1.3% 9 Golf Fund 11450,667 1.2% 7471500 0.8% 10 Other Special Rev. Funds 5121380 0.4% 378,500 0.4% 11 Federal & State Grants 4731748 0.3% 219,000 0.2% 12 Debt Service Fund 1831600 0.1% 137,000 0.1% 13 Public Safety Sp. Rev. Funds 1591712 0.1% 162,335 0.2% 14 Senior Housing Fund 21714 0.0% 10,000 0.0% $125,983,308 100.0% $93,811,087 100.0% ' • • • - • ' 1 1 Vz • • ••ire, . W MI, No. Fund Name FY 2019-20 Adopted % of Total FY 2020-21 Proposed % of Total 1 General Fund $80,782,540 58.6% $58,128,024 64.5% 2 Water Fund 29,622,670 21.5% 18,285,000 20.3% 3 Equip. Rep. Fund 71849,761 5.7% 113641000 1.5% 4 Wastewater Fund 512351334 3.8% 31110,000 3.5% 5 Worker's Comp Fund 219341272 2.1% 21975,000 3.3% 6 CIP Fund 217491000 2.0% 11350,000 1.5% 7 Transportation Funds 21284,527 1.7% 1,228,835 1.4% 8 General Liability Fund 11783,333 1.3% 119001000 2.1% 9 Public Safety Sp. Rev. Funds 11661,565 1.2% 1401750 0.2% 10 Golf Fund 11417,800 1.0% 8471500 0.9% 11 Other Special Rev. Funds 5781806 0.4% 378,500 0.4% 12 Debt Service Fund 5451000 0.4% 137,000 0.2% 13 Solid Waste Fund 2301000 0.2% - 0.0% 14 Senior Housing Fund 741113 0.1% 10,000 0.0% $137,748,721 100.0% $90,073,809 100.0% a. ourqlj Reve n u % of Totc- 1 Business License Tax $10,489,360 18% 2 Property Tax 91145,025 16% 3 Sales Tax 81573,683 14% 4 Transient Occupancy Tax (TOT) 71524,570 13% 5 Tax Resolution Agreement 61000,000 10% 6 Utility Users Tax (UUT) 414941047 8% 7 Charges for Service 31415,836 6% 8 Franchise Tax 212501000 4% 9 Intergovernmental Revenues 119421770 3% 10 Other Revenues 214161964 3% 11 License & Permits 111531769 2% 12 Interest & Rentals 6031000 1% 13 Fines & Forfeitures 2941000 1% 14 Transfers -in 251000 0% 37 ➢T.O.T assumes a 20%-25% occupancy rate through December 2020 & slowly improving beginning in January 2021 � Business License Tax assumes an aggregate 16% reduction in workforce for businesses within EI Segundo Ift ➢Sales Tax is down ^'12% from pre-COVID-19 trend ➢UUT is down ^J35%from pre-COVI D-19 trend 1 1 Police $18,027,139 Fire 131296,783 Community Services 6,831,657 Public Works 5,347,923 Non -department 3,721,450 6 Development Services 2,537,394 Information Technology Services 2,23407 8 City Manager 1,914,089 Finance 118851575 10 Human Resources 9171405 11 City Attorney 5611950 12 City Clerk 4211157 13 City Council 260,903 ' Total OperatingBudget i 91129213 115 ITransfers out to CIP 1,200,000 Total16 1 Expenditures $5993129213 MI Personnel Costs ➢Salary & benefit adjustments based on multi-year MOUS ➢ Minimum hourly wage effective each January 1: 2020 = $13 2021 = $14 2022 = $15 Personnel Costs City will continue to implement the Bartel Plan to reduce unfunded CalPERS pension liabilities over 20 years Public Safety Rate: 71.4% for FY 2019-20 increasing to 99.5% by FY 2029-30 Misc. Rate: 26.7% for FY 2018-19 increasing to 33.8% by FY 2029-30 Rates begin to decrease by FY 2030-31 to normalize at an estimated 18% for Public Safety & 9% for Miscellaneous plans by FY 2039-40 Potential to reduce future costs (Council Pension Sub -Committee) 35 vacant full-time positions (August 2020): Public Works — 9 Police — 8 Community Services — 5 Fire -3 Information Technology — 3 Finance — 3 Development Services — 2 City Manager - 1 Human Resources —1 Police 82 8 6 Fire 52 3 2 Public Works 48 9 5 Community Services 33 5 4 Development Services 17 2 1 Finance 3 1 1 Human Resources 5 1 1 Other Departments 43 6 0 Tota 1 283 35 (12.4%) 20 (7.1%) Note: Excludes part-time positions Operating & Maintenance (O&M) Budgets � Departmental O&M reduced by approximately 15% � Equipment replacement charges funded at 50% for FY 2020- 2021; returning to 100% in FY 2021-22 � No funding for new technology or infrastructure projects Notes: Revenue forecast for FY 2020-2021 assumes continued COVID-19 impacts to the local economy and after assumes conservative growth for each year Appropriations forecast for FY 2020-2021 assumes continued COVID-19 impacts to City services and after assumes 100% expenditures for each year Fiscal Year (FY) 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 Revenues $80,014,542 67,107,993 58,328,024 77,036,780 78,622,452 80,220,799 Appropriations $78,056,312 74,595,883 59,462,213 80,089,122 82,945,246 85,921,209 Fund Balance $22,298,953 16,811,063 15,676,874 12,624,532 8,301,738 2,601,328 GFOA Minimum 16.66% reserve $12,956,700 12,432,150 9,909,972 13,347,653 13,823,655 14,319,629 2024-25 $81,859,887 $88,100,604 -$3,639,389 $14,682,847 Notes: Revenue forecast for FY 2020-2021 assumes continued COVID-19 impacts to the local economy and after assumes conservative growth for each year Appropriations forecast for FY 2020-2021 assumes continued COVID-19 impacts to City services and after assumes 100% expenditures for each year New Budget Requests 11 Arts &Cultural Commission budget recommendations Public Art Gateway Project - $150,000 Library Park Activation - $50,000 Programming Library - $25,000 Recreation & Parks - $25,000 Community Grants Non-profit Cultural Institutions - $150,000 Artistic Programming - $30,000 Urban Placemaking/Parklets - $30,000 Administration — $15,000 Total Request = $475,000 (Fund Balance = $486,850) 'l Tri Ah 1. IT Strategic Plan Update 2. Development Permitting System 3. Network Infrastructure Upgrade 4. Agenda Management System 5. City-wide Security Cameras 6. Start ERP (Eden) evaluation 7. City Council Chamber AV upgrade 8. Smoky Hollow ISP solutions evaluation 9. Facilities Work Order System evaluation Capital Improvements Program r, Total projects (year one of three-year plan) _ $9,880,000 Projects completed or near completed = $4,720,000 Projects in -progress = $2,750,000 Deferred projects (May 5, 2020) _ $1,410,000 $1,000,000 reserved for Plunge Project Completed or Near Completed - $4,720,000 Walnut Ave. Drainage and Street Clubhouse Ductwork Washington Park Playground McCarthy Court Street Fiber Vault Lids Replacement Annual Pavement Rehabilitation CDBG ADA Parking Facilities Restriping EI Segundo Blvd. Parking Pilot Cedar Street Water Main Replacement Others a"I Projects In -Progress - $2,750,000 Grand Ave. water main replacement - $1,200,000 (Water Fund) Park Place Design - $600,000 (Measure R Fund) Annual Roadway Rehabilitation - $500,000 (Transportation Funds) Annual sidewalk Improvement Program - $250,000 (Gas Tax Fund) Annual Wastewater infrastructure replacement - $150,000 (Wastewater Fund) ADA sidewalk ramp improvements - $50,000 (CDBG Fund) M Deferred Projects - $1,410,000 Recreation Park Projects (Restrooms, Skate Park, Teen Center) - $800,000 ($750K GF & $50K Dev Funds) City Hall Windows (health &safety/energy efficiency) - $450,.000 (Gen Fund) Memory Row Fitness Trail - $100,000 (Dev Funds) Park Vista Senior Center Plumbing Design - $60,000 (Senior Housing Fund) No new projects added to Three -Year CIP Fund FY 2019-2020 Deferred Projects: Recreation Park Projects (Restrooms, Skate Park, Teen Center) - $800,000 ($750,000 GF & $50,000 Dev Funds) City Hall Windows (health &safety/energy efficiency) - $450,000 (Gen Fund) Memory Row Fitness Trail - $100,000 (Dev Funds) Park Vista Senior Center Plumbing Design - $60,000 (Senior Housing Fund) Several Facilities Condition Assessment projects originally scheduled for FY 2020-2021 will be deferred until FY 2021-2022 57 Estimated Revenues M $5813281024 Proposed Appropriations (without CI P) Difference Proposed CIP Projects Difference Use of Economic Uncertainty Reserve* r Estimated Ending Unassigned Fund Balance (June 30, 2021) 0% Reserve (9 -month budget) (58,112,2131 215,811 (11200,000) (984,189) 984,189 13,152,063 11,892,442 *Economic Uncertainty Reserve will temporarily decrease from $2,000,000 to $1,015,811. The difference ($984,189) will be restored as the economy and revenue improves. General Fund: Retain 20% reserve Economic Uncertainty Reserve: Temporary decrease from $2,000,000 to $1,015,811 with goal to restore Worker's Comp Fund: $7,100,000 (^,070% funded) General Liability Fund: $1,000,000 (actuary) Pension Trust: $4.31M (June 30, 2020) No additional funding proposed for FY 2020-21 ❑OPEB Trust: $26.1M (June 30, 2020) Cr^'40% funded ❑Full funding anticipated by 2030 ❑No additional funding proposed for FY 2020-21 Scenario Three — as presented to City Council on May 5, 2020 • Virus peaks in December 2020 &Recovery starts in January 2021 General Fund is projected to experience a ^'20% revenue reduction.* *May 5, 2020 Scenario Three anticipated a $16.1 million or 20% reduction Review Existing Labor Contracts Use of Furloughs (including winter holidays furlough) Voluntary Reduction in Hours Further Position Reductions Increased use of private contracts/privatization of services Regionalization of Services Additional "Pension Reform" Options Across-the-board Appropriation Reductions Continued Deferred Maintenance Service Reductions Use of General Fund Reserves Use of Economic Uncertainty Reserves Revenue Enhancements Early Retirement Incentives Other items (TBD) � N ek ❑Water and Wastewater Funds Financial Plan — August 18, 2020 City-wide Fee Resolution — September 1, 2020 LJ Proposed Budget Public Hearing & Adoption — September 15, 2020 FY 2020-2021 Commences — October 1, 2020 LJ Begin preparation of FY 2021-2022 Budget — December 2020 Long-term Financial Strategic Plan VTwenty-year plan being developed by a consultant City Council Pension Sub -Committee meetings to discuss pension and OPEB funding options LJ Municipal (Financial) Advisor retained m :: W- Wrap-up & Questions 1 yt - I R II f << --