HomeMy WebLinkAboutAGENDA REPORT 1998 1118 CC REG ITEM 10HTO:
FROM
DATE
AGENDA REPORT
CITY OF MOORPARK
Honorable City Council
1, T r;l
CITY OF MOORPARK, CALIFORNIA
City Council Meeting
Of 11_ I T- , -I&
ACTION: �efef '`4 1u bUr4 je f "
C�iec�cfe�i S��e�F 1ti, ad✓er-t1se1
BY :,- 'V(- fa r,.ei�pi;�1Yv�F ,�tS
Deborah S. Traffenstedt, City Clerk
November 12, 1998 (CC Meeting of 11/18/98)
SUBJECT: CONSIDER ESTABLISHMENT OF A FISCAL YEAR 1999 -2000 BUDGET
CITIZENS ADVISORY COMMITTEE
BACKGROUND
Councilmember Perez has requested that an item be included on the
agenda for City Council consideration of a Fiscal Year (FY) 1999-
2000 Budget Citizens Advisory Committee to provide recommendations
to the Council related to the Budget. The role of the Committee
could be to consider the need for additional revenue and propose
potential new revenue sources and expenditure reductions.
RECOMMENDATION
Direct staff as deemed appropriate.
DST cAstafirpts\=981118committee
0014-114 9
TO:
FROM:
DATE:
SUBJECT:
000
ITEM 10 ,
AGENDA REPORT
CITY OF MOORPARK
The Honorable City Council
Bernardo Perez, Councilmember11
November 17, 1998 (CC Meeting of November 18, 1998)
Consider Establishment of a Fiscal Year 1999 -2000
Citizens Budget Advisory Committee
DISCUSSION:
Task Force
I am recommending that the City Council appoint a citizens
committee to review the City's General Fund budget and related
fiscal issues. I previously requested this and urge the Council
to proceed now so that such committee can make its
recommendations prior to Council consideration of the fiscal year
1999/2000 budget. The City of Thousand Oaks appointed such a
task force, which adopted the following Mission Statement;
"To consider, from the citizen's point of view, ways in which the
City of Thousand Oaks gathers and spends its money, with an
emphasis on whether community needs are being met at a reasonable
price, and to examine what current and potential revenue sources
are available."
The complete text of their Mission Statement, Plans and Goals is
attached.
In order to promote diversity on the committee, I suggest each
member of the City Council appoint three (3) people for a total
of fifteen (15) members. The committee should also be for a
specific duration so that they focus on the items directed by the
Council and complete their recommendations by April, 1999.
The specific items of concern to me are:
1. To recognize that the City's General Fund Reserve of about
$6,000,000 is all essentially encumbered as loans for
various purposes. However, the City Council should approve
M: \ccagenda \taskforce 111898
1
WD3gj6L
a program to repay the General Fund. This should be done
prior to the work of the proposed citizen task force.
2. There should be a more comprehensive and direct relationship
between the City Council goal setting process and the
adopted budget. The budget should reflect the Council's
established priorities.
3. The Council should adopt a formal policy on the amount of
the General Fund Reserve. Historically, City Councils have
informally set it at one hundred percent of the current
General Fund annual revenue but haven't been specific on how
much of the reserve is to be unrestricted and how much can
be loaned for other purposes.
4. The City's capital improvements have for the most part not
included any General Fund monies. Is this likely to change
in the future? How does this affect the need for City Hall
improvements and community swimming pool.
5. The City operates at less than optimum staffing levels.
What impact does this have on service levels and
accomplishment of priorities.
6. The relatively low property and sales taxes received by the
City and the effect past and future (vehicle license fees)
State diversion of historical City revenues have on the
City's General Fund.
7. A trend to have other City funding sources supplement the
General Fund.
It's important for the general public to review the City's
budget and see first hand how conservatively the City
manages its finances and to provide the Council with
recommendations on this important topic. This committee can
help achieve this objective.
Attachment
M: \ccagenda \taskforce 111898 2
lmwl�A
COMMUNTTY BUDGET TASK FORCE
SECTION III - MISSION STATEMENT, PLANS AND GOALS
Mission Statement
At one of its first meetings, the Community Budget Task Force (CBTF) developed a NEssion
Statement as follows:
"To consider, from the citizen's point of view, ways in which the City of Thousand Oaks
gathers and spends its money, with an emphasis on whether community needs are being met
at a reasonable price, and to examine what current and potential revenue sources are
available.
Further, to pursue recommendations to the City Council concurrent with the aforementioned
criteria."
In order to accomplish the aim of the Mission Statement, the CBTF set its initial plans as follows:
• To gain an understanding of the City's financial structure and have input into its
budgeting process.
• To gain, by participation of citizen- members and fiuther input from interested citizens,
a perception of the wishes of the residents of Thousand Oaks with regard to funding
various aspects of the City's budget.
7
AAA !2 Ojq n
a . .
0
• To set priorities for funding recommendations based on the input from the above
activities.
• To define which City services are essential and which are discretionary.
• To develop a policy statement as to the required essential services and minimum
accepted service levels.
Additionally, the Task Force set as goals, within its limited operational time frame, the following:
• To support the City Council's objective of achieving a balance budget, with no
reduction in operating reserves.
• To review the following: operating and capital improvement budgets, city services and
related costs; and debt retirement options.
• To explore areas of concern as expressed by the individual Task Force members as
these concerns relate to the financial well -being of our City.
• To establish and maintain adequate capital reserves for all accounts.
• To review the 1996 -97 Budget two page pamphlet now available to the citizens of
Thousand Oaks to determine if it is a user friendly document, readily understandable
regarding the financial status of all monies administered by the City, including its
Redevelopment Agency, Enterprise Funds and Civic Arts Plaza. (See Appendix F)
H.