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HomeMy WebLinkAbout2013 05-14 CC HA ADJ MINBook 95 / Page 88 05-14-2013 MINUTES OF THE ADJOURNED REGULAR MEETING OF THE CITY COUNCIL AND COMMUNITY DEVELOPMENT COMMISSION — HOUSING AUTHORITY OF THE CITY OF NATIONAL CITY FY 2013-2014 BUDGET — STRATEGIC PLANNING WORKSHOP May 14, 2013 The Adjourned Regular Meeting of the City Council and Community Development Commission — Housing Authority of the City of National City was called to order at 6:07 p.m. by Mayor / Chairman Ron Morrison. ROLL CALL Council / Board members present: Cano, Morrison, Natividad, Rios, Sotelo-Solis. Administrative Officials present: Dalla, Deese, Duong, Parra, Raulston, Roberts, Rodriguez, Silva, Smith, Stevenson, Vergara, Williams. Others present: City Treasurer Mitch Beauchamp. PLEDGE OF ALLEGIANCE TO THE FLAG BY MAYOR RON MORRISON FY 2013-2014 BUDGET — STRATEGIC PLANNING WORKSHOP Presentations were made by Finance Director Mark Roberts, Administrative Services Director Stacy Stevenson, City Financial Consultant Michael Bush, Executive Director Brad Raulston and City Manager Deese. Presentation materials are attached as Exhibit "A". 1. Introduction. (City Manager) 2. Fiscal Year 2013-2014 Preliminary Budget Update a. Summation of Fund Revisions b. Review of Additional Operations and Staffing Impacts c. Review of Alternative and Supplemental Revenue Options d. Staff Recommendations and Next Steps Note: Mayor Morrison left the Chamber at 7:54 p.m. during review of the Strategic Plan. Book 95 / Page 89 05-14-2013 FY 2013-2014 BUDGET — STRATEGIC PLANNING WORKSHOP (cont.) 3. Strategic Plan a. Review of 2013-2018 National City Strategic Plan Note: Mayor Morrison returned to the Chamber at 8:12 p.m. during public comments. 4. Public Comments City Treasurer Mitch Beauchamp expressed concerns about the future impacts of the storm water issue and pension costs and said we should keep looking for opportunities to pursue redevelopment type projects. 5. City Council Comments and Direction Mayor Morrison commented on the new Water Quality Control Standards. Vice Mayor Natividad thanked staff for their work and presentations. Council Member Sotelo-Solis said she supports the step -increase for part- time employees including those at Las Palmas if the transition with the YMCA has not occurred by July 1st; supports added Code Enforcement positions and considering other revenue generating suggestions such parking districts, red-light cameras, naming rights, renting public venues and developing a legislative platform . Council Member Rios supports the preliminary budget; adding a full-time code enforcement position and a raise for part-time employees. Council Member Cano inquired about stipends for employees but had no firm opinion on adding a Code Enforcement position. Mayor Morrison reviewed the strategy of the City Council at the time the District Tax first went before the voters which was to save money and provide more services where possible. With that in mind he was leery about giving raises as this time because it sends the wrong message. ACTION: Motion by Sotelo-Solis, seconded by Natividad, to accept preliminary budget revisions from the April 30th and May 14th meeting. Carried by unanimous vote. Motion by Rios, seconded by Sotelo-Solis, to approve funding for a full- time equivalency code enforcement position. Carried by unanimous vote. Book 95 / Page 90 05-14-2013 FY 2013-2014 BUDGET — STRATEGIC PLANNING WORKSHOP (cont.) 5. City Council Comments and Direction (continued). Full-time or part-time staffing options to be reviewed by staff. ACTION: Motion by Sotelo-Solis, seconded by Rios, to approve staff's recommendation for a one-step increase for eligible part-time employees. Carried by the following vote, to -wit: Ayes: Cano, Natividad, Rios, Sotelo- Solis. Nays: Morrison. Absent: None. Abstain: None. ADJOURNMENT Motion by Natividad, seconded by Sotelo-Solis, to adjourn the meeting to the next Regular Meeting of the City Council and Community Development Commission — Housing Authority of the City of National City to be held Tuesday, Mav 21, 2013 at 6:00 p.m. at the Council Chambers, National City, California. Carried by unanimous vote. The meeting closed at 8:53 p.m. The foregoing minutes were approved at the Regular Meeting of August 6, 2013. Mayor EXHIBIT 'A' CALIP,o, NE, NA1�A=CITv INCORPOR lTg� PRELIMINARY BUDGET Fiscal Year 2014 May 14, 2013 NATIONAL Clip Updated Preliminary Budget Mark Roberts Director of Finance 2 -a„r nti pULTIo Cfl y Total Operating & Capital Budget April 30, 2013 General Fund Revenues Transfers In General Fund Expenditures Transfers Out Projected Fund Balance Change - General Fund Other Fund Revenues Transfers In Other Fund Expenditures Transfers Out Projected Fund Balance Change - Other Funds All Revenues All Expenditures Projected Fund Balance Change - All Funds Transfers In/Out for a1 funds equal (net) $0 FY 13 FY 14 Adopted Preliminary Change 539,349,728 $41,885,606 $2,535,880 120,612 2,171,600 2,050,988 (37,478,126) (41,681,167) (4,203,041) (2,049,631) (1.864,801) 184,830 ($57,417) I $611,240 8668,657 FY 13 FY 14 Adopted Preliminary Change $35,334,787 $34,715,346 ($619,441) 2,624,973 1,864,801 (760,172) (38,482,035) (39,679,067) (1,197,032) (695,954) (2,171,600) (1,475,646) ($1,218,229) 1(95,270,520)1 ($4,052,291) FY 13 FY 14 Adopted Preliminary Change 874,684,515 $76,600,954 $1,916,439 (75,960,181) (81,360,233) (5,400,072) ($1,275,646) ($4,759,280) ($3,483,634) 3 - �L NATIONAL CITp CDBG - Summary Request Program Personnel M & 0 Total Leam To Swim $ 31,175 $ 1,681 ,$ 32,856 Neighborhood Councils Program 72,000 . 15,000 15,000 Tiny Tots 24,737 4,600 29,337 Public Access Defibrillator Program 16,893 16,893 Literacy Senices 52,000 52,000 Housing Inspection Program 83,855 61,200 145,000 Neighborhood Preservation 115,127 5,000 121,127 Total $ 379,894 $ 164,374 $ 412,213 personnel costs not permitted by program $ Awarded 22,973 40,000 121,000 50,347 $ 234,320 Remainder $ 32,856 15,000 6,364 16,893 12, 000 24,000 70,780 $ 177,893 4 utUMiin.= TIC Staffing Levels — All Funds FY 13 Adopted 373.23 FY 14 Proposed 380.00 Net Change 6.77 Previous Net Change 4.30 Difference 2.47 5 NATial'all Appropriation Changes General Fund CDBG Program Support $ 165,893 CIP — Police Dept electrical upgrade 50,000 Addition of paid intern positions (part-time) 25,000 South County Economic Development Council 7,500 Internal service charges (62,726) Total $ 185,667 6 Appropriation Changes Other Funds CDBG Program Support — Library CIP — Proposition A project(s) Annual maintenance charge — Honeywell Chart of accounts programming — EDEN Internal service charges Total $ 12,000 (343,400) 5,500 10,000 (19,875) $ (335,775) 7 tart° o Total Operating & Capital Budget May 14, 2013 General Fund Revenues Transfers In General Fund Expenditures Transfers Out Projected Fund Balance Change - General Fund Other Fund Revenues Transfers In Other Fund Expenditures Transfers Out Projected Fund Balance Change - Other Funds All Revenues All Expenditures Projected Fund Balance Change - All Funds Transfers In/Out for all funds equal (net) $0 FY 19 FY 14 Adopted Preliminary Change $39.349,728 $41,665.606 $2,535,880 120,612 2,221,800 2,100,988 (37.478,126) (41,866,834) (4.388,708) (2,049,631) (1,662,062) 167.569 ($57,417) $378,312 6435,729 FY 13 FY 14 Adopted Preliminary Change 935,334,787 $34,720,846 ($613,941) 2,624,973 1,862,062 (762,911) (38,482,035) (39,343,291) (861,256) (695,954) (2,221,600) (1,525,646) 191.218,229) 1(64,981,983)1 ($3,763,754) FY13 FY14 Adopted Preliminary Change 974,684,515 876,606,454 81,921,939 (75.960,161) (81,210,125) (5,249,964) 41,275,848) 44,603,671) ($3,328,025) 8 rbnry�Nue. NATIONAL CIT, Expenditure Reconciliation General Fund Total General Fund - April 30`h $ 41,681,167 Changes: CDBG Program Support CIP - Police Dept electrical upgrade Addition of paid intern positions (part-time) South County Economic Development Council Internal service charges Total General Fund - May 14th $ 165,893 50,000 25,000 7,500 (62,726) $ 185,667 $ 41,866,834 9 NATIOi1CITp Expenditure Reconciliation Other Funds Total Other Funds -April 301h Changes: CDBG program support- Library CIP - Proposition A project(s) Annual maintenance charge - Honeywell Reorganization / chart of accounts programming - EDEN Internal service charges $ 12,000 (343,400) 5,500 10,000 (19,875) $ 39,679,067 $ (335,775) Total Other Funds - May 141h $ 39,343,291 10 NATIO CITY Fund Balance Reconciliation General Fund Total General Fund - April 30th $511,240 Changes: CDBG Program Support CIP - Police Dept electrical upgrade Addition of paid intem positions (part-time) South County Economic Development Council Internal service charges Transfers in/out Total General Fund - May 14th $ (165,893) (50,000) (25,000) (7,500) 62,726 52,739 $ (132,929) $ 378,312 11 G....< Fund Balance Reconciliation Other Funds Total Other Funds -April 30'h Changes: CDBG program support- Library CIP - Proposition A project(s) Reorganization / chart of accounts programming - EDEN Internal service charges Transfers in/out $ (12,000) 343,400 (10,000) 19,875 (52,739) ($5,270,520) $ 288,537 Total Other Funds - May 14t $ (4,981,983) 12 Preliminary General Fund Summary Fiscal Year 2014 Estimated Revenue* Estimated Expenditure** Estimated Surplus/(Deficit) • includes transfers in ($2,221,600) " includes transfers out ($1,862,062) $44,107,208 (43,728,896) $378,312 14 au{gin.:. NATCOIYAI Crry General Fund Revenues FY13 FY14 Adopted Projected Change Sales Tax $ 10,567,101 $ 11,358,170 $ 791,069 PropositionD/DistrictTax 9,410,000 9,418,000 8,000 Property Tax 1,537,243 1,880,173 342,930 Property Tax in Lieu of VLF 4,931,260 5,185,350 254,090 Property Tax in Lieu of Sales Tax 3,522,366 4,093,008 570,642 Other Revenue* 9,381,758 9,950,907 569,149 Transfers In 120,612 2,221,600 2,100,988 Total $ 39,470,340 $ 44,107,208 $ 4,636,868 • FY14 Projected includes recovered costs ($1,268.269) 15 faal7 General Fund Expenditures FY 13 FY 14 Adopted Projected Change Personnel Services $ 25,866,701 $ 28,494,791 $ 2,628,090 Maintenance & Operations 4,053,111 4,790,996 737,885 Capital Outlay 5,000 305,000 300,000 Capital Improvement 1,090,000 2,531,400 1,441,400 Internal Charges 6,463,314 5,744,647 (718,667) Transfers Out 2,049,631 1,862,062 (187,569) Total $ 39,527,757 $ 43,728,896 $ 4,201,139 16 Additional Information/Analysis N*T1 C[pp Staffing Enhancement 1-step increase — eligible part-time employees $56,3981 Code Conformance Officer II, part-time 28,8312 Code Conformance Officer II, full-time 80, 4123 Approximate impact $28,831 - 136,810 full cost, not including employees associated w/ management/administration of Las Palmas pool & Camacho Recreation Center; salaries $53,819, benefits $2,579 2 full cost (@ Step C); salary $26,900, benefits $1,931 full cost (© Step C); salary $55,957, benefits $24,455 18 IJATIONALCfly Stacey Stevenson Director of Administrative Services 19 Future Impacts Request for Direction Request for Direction • Staff seeks direction on: — Any revisions to the Preliminary Budget • April 30, 2013 • May 14, 2013 — Code Enforcement — Part-time employee compensation — Additional priorities, staffing or programmatic adjustments. 21 NATIONA%CYTY -tea. Future Impacts • Unfunded State Mandates — Regional water quality control board new permit requirements (storm water compliance) • Redevelopment • 800 megahertz radio system • Pension Rates • Deferred Maintenance (facilities) • Equipment Replacement • Sunset of District Sales Tax 22 General and Special Taxes PIATIONAL_CITy UFI May 14, 2013 Presented By: Michael Busch URBAN FUTURES I iut:or[vd Introduction • Available Tax Measures — Parcel Tax — Local Sales Tax (Transactions and Use Tax) — Utility User Tax — Transient Occupancy Tax (Hotel Bed Tax) — Document Transfer Tax (Real Estate) — Specific Purpose Taxes • Past Election Results (November 2012) — General Versus Special Taxes — General & Special Taxes by Type Parcel Tax (Property Tax Override) • Voter Approval Required: 2/3rds • Tax on parcels of property generally based on either a flat per - parcel rate or a variable rate depending on the size, use, or number of units on the parcel. • Imposed for any number of purposes, including funding police and fire services, and neighborhood improvement and revitalization. • The City of National City has roughly 10,300 taxable parcels. With an annual assessment of $100 on each parcel in the City, the revenue derived would be approximately $1,000,000 after the costs of the Tax Assessor's administration and distribution (est at 3%). Prop. 8 reductions are implemented. Parcel Tax (Property Tax Override) City, Canon and Speelal District Parcel Taxes (2/3 vote) Age ncy Hanna Cdainn Amount Purpose YES% HO% Vacaville` Solaro MeasueL S5&parcel general-extend86154 19.0% PASS Cleric XX Community Services District (]lavers Measure D 4S100to$400 roads 783% 217% PASS Santa Monica Mountains Rec Cons vAu Los Angeles Santa Cbn Valley Wader District Clara ara Measure HH 52,4parcel__ open skace76263 ...ter #end Measure 0 556/pareef w-.dead 23.8% PASS_ 42727.4%PAS'.% Ross mfann Measure D S95tvparcel general <aoud/et 71344 27.74. PASS Grovelsoe Comsnnay Services District Tuokuuvc MeasureO 170/paeel EMS -eaend 69.4% 30.6% PASS Piedannt Alameda Measure Y varies general-eneod 682745 31.3% PASS Santa MonicaMouataast Bee Canty Au Loa Angeles Measue 2.E61119/Patcel open space 681% 320° PASS Cayucos Pee Potection District San lava Obispo Measure C 525/parcel ee:FMS sdand 67946 321%PASS Wedomr Riverside Mann Meaatue Z 52a+pa.cel patlestwc Measure E S491pascel parks./tee 66964 33.2% PASS 65.4% 31.6% FAIL Mesa Parks Firehouse Cavansrity Parka Covuty erAhneda Alameda Measure. Al 512/parcel zoo 6.7% 373%FAIL Rancho Adobe Fee Protection Distnct Soaana Measure Z +160/pvve1 Fee.'EMS 62634 37.4% FAIL. Peta titan ___....._.. ............_Sououn ..._ ........._._.. Pu Pond,.Ins Angeles Measure X S5L'pascei _..pat1n'ec Measure X 2]]IpaeeF Libra 7 61.l% J89% FALL 60.2% 39.114. FAIL Berkeley Guadalupe Alameda Santa Barbara Measure 0 30A0779/s4a pools 59.763 40.4% FAIL Measure I 120paeel lexanes 565% 4.32314 FAIL McCbud Conannsy Services District Sukiyou Measurer Q 112pacel library 32.7% 4735a FAIL Contra Costa County Fire Protection Dist Contra Costa Measure Q 1750sat Fae/EMS 525% 47.6% FAIL Black Mountain Fire and Fnergency Res, Sukiyoa Measure P 530/parcel F6e,fls4S 500% 50.044 FAIL Spalding Co, .unity Services District Lassen Measure V 170ipereei Fire1EMS 464% 53.631, FAIL Canon, of PI Dorado D Dorado Measure SI75bParrel Unary Dead 44.3% 55.744 FAIL Laguna Beach Orange Measure. CC SI2Wpacel open space 44_I% S5.9% FAIL Lassen Cbrannn6y library Darnel Lassen Measure W S2&pareel lbrary 427% 573%FAIL Wain Wells Ravers' Measure P 5171tparcei igbtiog/lavdscapi 26 g% 73245FAIL Local Sales Tax (Transactions and Use Tax) • Voter Approval Required: — For General Purposes: Majority — For Special Purposes: 2/3rds The Transactions and Use Tax was adopted in 1969, authorizing the adoption of local "transactions and use tax" add-ons to the combined state and local sales tax rate. Over the years, the law was amended to allow for specific authorizations for various particular cities, counties, special districts and countywide authorities. With National City's passage of Measure D in 2006, substantial new revenues have been raised with a 1 % increase in the Transactions and Use Tax. Historically, the revenue received has increased or decreased at approximately the same rate as current sales tax receipts (depending on how many residents purchase and register vehicles, vessels and aircraft in the City). For fiscal year 2013-14, the budget assumes $9,418,000 in District Transaction & Use Tax revenues. Local Sales Tax (Transactions and Use Tax) "ha asactioaas sad lUse Tam (Adel -on Sales -ins) - C yaw ral Tan Aae nay Name County Rasa 8aneat - Xis.Joaity YEaa r 79.694 Appao-val N09L Albany Alameda Measure F 1, cent 21..05L PASS CUIVer Csty Los AniKeles Measure Y 1f2percent 10 yrs. 76.694 23.454 PASS Lstlaoop San 'canons Measure C leeat 7a.6x 24.154 PASS Salmis Monterey A3ea muse E lf2ceat extend 73.756 24.3TL PA_3Y C rrnei Meva6a CCaryNevada Monter-_.__M}..fn><easure D lees..94 10yrs eaa L 3l--- _8cevr Syrx 75.4 44.394 24.6s PASS 33.8'+: PASS Se of 5ora4na Measure 1r 112cear Oyes 76.1134 29.2K PASS Williaara Co asses Measure 0 IY1cent extend 76.5e4 29.3, PASS Al. Vista ......__._..._........._...._....— Nioreg. SOU.. Measure 0 3.4ccar 5yrs .......................................................V........._ce.......__.. .. ...._........... - contra CCostseaxnre 2gra TO.2S6 7o.144s 29.8s.4 PASS 209 -PAWS$' tJrlada Contra Costa suzc L 1l2cent lOyrs Mca 1f2e 69.1% 36 6�4 vraacaaraic S0]ano Measure Ni 314cevt 5yrs 69.646 31.0.L PASS Cbvmene Loa Angeles Measure AP 1.2percent 67.334 32.714 I+ASS tannea6 ..._. alley Snano _.....M...easus P_.Ic ent_______________3Yr1 Nev Mleasure33 1rs 66.554 66.04i 33.4.G PASS 3PASS 1.a Minn, Los Angeles Measure Z en, Sys le 66.04 34.0, PASS County or Sass Mateo San Mateo Measure A 1l2cent IOycara 6A.6!A 35 SVa PASS Sacranrrnta 4acraatrntu Measure 13 lf2cerrt 6yta. ea ays 36.954 PASS Paso Ants le's Saa Luim Obat Measure E 1.2cent 12yrs 59.0K 41 03 PASS Measure F Advsoty 71:346. 2g.73i PASS Hollister San i3ecuto Mcaavre E 1cent extend 5yra. 42.46 426, PASS County or Santa Clara Santa Clara. Measure A 1tScent 10yrs 56.394 43.7X PASS Tams/tact LutrA.Ltt Measure 0 3l4c ent 4V1!2013 lbr4yrs S3.436 444.6, PASS Leafs fsbvtg Sonoma Measure V 1.2cent l0yts 35.436 43.69L PASS Hal(Aio0a Say San Mateo Measure I 112. cent 3vrs 53.9n 46.1, PASS Capitols Santa Ova Maastrsc 0 I/4cent 50.6, •St2 PASS Yucca Valley San 0eraaa.66 Measure LI 1cent 4e.2, 31A94 FAIL CounttPlunvs Plu®v MeacureD I,/lceut Ayr. 36.236 63. 34 FAIL Maticopa (224 voleas) Kern Mea:use R Ic evt 10yra 32.6,4 6TAh 1-AIL Utility User Tax • Voter Approval Required: — For General Purposes: Majority — For Special Purposes: 2l3rds • Over 150 cities in California currently levy a utility user tax. The rates range from 1% to 12.5%. The utilities to which the taxes are applied vary. In some cities different rates apply to residential versus commercial users. The most common rate (the mode) is 5%, applied broadly among many types of utilities. The average rate (the mean) is 6%. • Based on a conservative estimate, and the City's population, each 1% in a UUT could raise approximately $1.25 million in annual revenue. Utility User Tax Utility User Taxes Agency Name County Berkeley Aianrda Measure San Us Obispo San Luis Obispo Measure D Downey Pink IDS Alani10s Arcata &Dower Los Angeles Conan Costa Orange Measure D Measure M Measure DD Humboldt Measure 1 Los Angeles Measure P Rate sanr7.5% 04.8%tiom518 5%t04.800s 8% 6%to5% 45%onexessiveelectricuse new %i4eeded YES% NO% ergand,reduce 50.0% 1143% 15.5% PASS cyu ndireduce 50.0% 83394 163% PASS eland/reduce 500% 79d%. 20.6% PASS amid 500% 78.7% 213% PASS eland/reduce 50.0% 69.s% 30.5% PASS 50.0% 69.0% 310% PASS 2% Increase 50.0% 613% 38:7% PASS Needles' San Bernardino Measure 1' +2.5%-2.5%femo change caldateerend 50.9% 51.1% 48.6% PASS Chico Butte Measure? 5%to4.5% gag/reduce 50.0% 46.E 53.2% FAIL Citrus Heights Sacnnrato Measure K 475'i to4.25% grease 66.7% 44.2% 55.8% FAIL Transient Occupancy Tax (Hotel Bed Tax) • Voter Approval Required: — For General Purposes: Majority — For Special Purposes: 2/3rds • National City currently charges a Transient Occupancy Tax (hotel bed tax) on the rental of a room for less than 30 days in a hotel, motel, inn, or other lodging facility. The rate is 10% of the lodging rate, and this general tax currently raises approximately $860,000. • Because National City is already at the higher end of the State wide mean, a change in the TOT rate is not recommended as a means of increasing revenue. Transient Occupancy Tax (Hotel Bed Tax) Transient Occupancy Tax Tax Measures: es: All General A3aJol1ty Vote Ape ncy Name County Rate YES% NO% Santa Cruz Santa Cruz Measure Q +1%to11% 821% 17.9% PASS VSCPVt7k Solaro Measure L +2%TOT' 80.1% 19.9Y PASS Carpinteria Santa Barbara Measure E +2%ta12% 77.6% 22.4% PASS Menlo Park San Mateo Measure K +2% o12% 73.6% 26.4% F'Ats County of Santa Cruz Santa Cruz MeasureN +1.5%tn11% 72.114 27.9% PASS Goleta Santa Barbara Measure H +2%tn12% 71 5% 28.514 PASS Exeter Tulare Measure M +4 •rna% 66_2% 33.8% PASS Carden Grove Orange Measure Y +1.591ro14594 66.1% 339% {SASS County ofArmdor Anndor Measure Q+4%% tol060 5% 39.5% PASS Coronado San Diego PropositionF +2% nIO0 • 60 5% 39.5% PASS Plymouth Armdor Measure R +414.10% 57 5% 42.5% PASS Measure 5 Advisory 65.0 % 35.0% PASS Solvang Santa Barbara Measure Z +2%to12% 57.2% 42.814 PASS Santee San Diego Proposition +4%to1O% 56.61/o 43.4% PASS Buelhon Santa Barbara Measure D +2%to12% 54.814 45.2% PASS Willows Glenn Measure Q +29.to12% 52.914 47.214 PASS Po mna Los Angeks Measure V +2^/o1o12% 48.2/ 51.8% 1-AIL County ofPb suns Plants Measure C +2%to11% 41.1% 58.9% I- AIL Red Bluff Tehaora Measure A 1064 camping/RV 39-6% 60A% tAlt Streasuro Is an ^eacisa tar" also irrcLtdas BLT, etc. Document Transfer Tax (Real Estate) • Voter Approval Required: — For General Purposes: Majority — For Special Purposes: 2/3rds • The document transfer tax is a tax on the transfer of interests in real estate. It is currently imposed at a rate of $0.55 for each $500 of property value. This rate is uniform throughout the County. This tax is solely dependent on the value of real estate that changes ownership. • The County Board of Realtors typically is opposed to raising this tax, as they believe it unfairly taxes homeownership and investment. It's likely the Board of Realtors would focus its efforts on defeating it, as a successful election result would signal to other cities in the County that they, too, could successfully raise this tax. Document Transfer Tax (Real Estate) ?ropeily Trans fer hies Agency Name Goun Measure Na Rate ES% NO% Noma J.o Aagtks MeaureW 6om$I.I0toS220 24.6%75 % Fall Specific Purpose Taxes • Business License on Residential Rentals — City has a residential program in place • Benefit Assessment District — Identify a special benefit — Charged on a weighted basis • Community Wide Benefit Assessment — Used for new services — Mello -Roos November 2012 Tax Measures Past Election Trends Types of Non -School Local Tex Measures cur November 2012 PropTrins/ Tay MMVO#. General Tex-O2he 4• •Vacasinots Maarura M conelanwl a tamps Haan. lax. parcel tax mesa 'het . lax. It is osuns. nM as a...enteral. iaa - tlna!' • 2012 M.ipF . GYanaa Prior Election Summary Local Revenue Measures November 2012 Total Pass Passing% City General Tax (Majority Vote) 60 48 80% County General Tax {Majority Vote) 6 4 67% City SpecialTax orG.0.bond (213 Vote) 15 5 33% County (Special Tax) 2/3 Vote 12 7 58% Special District (2/3) 16 7 44% School ParcetTax2/3 25 16 64% School Bond 2/3 1 1 100% School Bond 55% 105 90 86% Total 240 178 74% Reduxby intitative 3 0 0% General & Special Tax Success Ratios City / County I Special District Tax & Bond Measures November 2012 General Tax Majority Vote Measures Special Tax 2/3 Voter Measures 0% 20% 40% 60% Percent Passing 80% 100% General & Special Tax Pass / Fail By Type Passing and Failing City / County / Special District Measures by Type November 2012 SalesTax MajVote ParcelTax 2/3vote Hoteftax MajVote UtilityUser&Tax MajVote BusinessTax MajVote G.O. Bond 2/3vote SalesTax 2/3vote $1AbandonedVehTax2/3 Marijuana Tax -Initiative UtilltyUsersTax 2/3 vote PropTransf Tax MajVote 10 ■ Passing Falling Conclusions • General Revenue Tax Measures have a history of higher approval ratings • Sales and Use Taxes likely provide the greatest benefit with the least burden on National City's resident taxpayers • Factual information will demonstrate the need for revenue generation in order to sustain public services Questions NAU0NAli /7y 2013-2018 Proposed Strategic Plan (Revised) Brad Raulston Executive Director, Community Development 44 Strategic Plan Background •Final revisions to the Strategic Plan have been drafted based on City Council direction provided at the April 9 and April 30 workshops •The final Strategic Plan will be adopted as part of the final budget prior to July 1 •An executive work plan is being developed to detail specific tasks related to implementing the Strategic Plan such as: • Coordination of volunteer efforts • Engagement with schools (community service hours) • Expansion of the community defibrillator program • Alignment of Neighborhood Services, Community Services and law enforcement 45 MusAKy:—. T16NA, CITY ug> Strategic Objective 1: Provide Quality Services a) Practice the five core values (Commitment, Customer Service, Courtesy, Communication, and Collaboration) with our diverse customer base. b) Align workforce with City's objectives and provide training and support necessary to fully develop employees. c) Expand public access to City services and information, including Legislative platform consistent with City Council policy. d) Pursue public safety goals and objectives and enhance disaster preparedness (Police, Fire, Emergency Medical Services, Homeland Security). e) Analyze internal processes for efficiency and implement technology solutions where feasible. 46 NAM N6%air Strategic Objective 2: Achieve Fiscal Sustainability a) Prepare effective budget, accurately forecast funding sources, manage investments wisely, provide consistent financial reports, maintain clean audits, resolve findings/deficiencies in a timely manner, and update finance and budget policies. b) Prepare a 3 year operating plan that prioritizes service and staffing levels in preparation for sunset of district tax. c) Establish economic development programs to retain existing businesses and stimulate new investments. d) Fund replacement reserves, or create financing plans, for fleet, facilities and other City assets. e) Build cooperative partner with community organizations, schools, and other public agencies in the efficient and cost effective delivery of services. 47 NATIO air Strategic Objective 3: Improve Quality of Life a) Implement Neighborhood Action Plans and continue amortization efforts by working with residents to prioritize projects. b) Pursue green initiatives and build a sustainable city. c) Help organize community events and support social gatherings that benefit the total community. d) Update sign ordinance to improve community character and draw attention to important gateways, corridors and intersections. e) Support Pier 32 (GB Capital Holdings) expansion plans and work with San Diego Unified Port District and its tenants to fund public process and public improvements. 48 —., Strategic Objective 4: Enhance Housing and Community Assets a) Continue providing housing opportunities at all income levels and develop programs to improve existing conditions. b) Relocate the public works yard to utilize the existing site for a neighborhood park and affordable family housing (Westside Infill Transit Oriented Development: WI-TOD or Paradise Creek Project). c) Maintain and improve City's infrastructure and find alternative funding to construct public facilities, park improvements, and other capital needs. d) Preserve and promote historic resources and cultural assets. e) Administer real property assets to achieve the City's long term goals. 49 wit 1,, Strategic Objective 5: Promote Healthy Community a) Expand opportunities for walking and biking through the development of Community Corridors and Safe Routes to Schools consistent with the National City General Plan and Bicycle Master Plan. b) Continue to provide affordable City programs, activities and services that are accessible for all users, including individuals with disabilities (Americans with Disabilities Act). c) Enhance neighborhood services programs such as graffiti abatement, parking enforcement, and code enforcement. d) Create an Environmental Compliance division that serves as a single point of contact for environmental issues and inform the public about new programs and policies. e) Advance National City wellness programs for youth, families, seniors and City employees that encourage a healthy lifestyle. 50 Next Steps • Budget Adoption (June 18, 2013) • Three-year Operating Plan — Presentation of working outline (September, 2013) — Presentation of the Plan (December, 2013) 53 «- CALIg0 NATIONAL; CITY I�OOAPOAATi� Public Comments 55 twit CITY Ora Re quest for Direction • Staff seeks direction on: — Any revisions to the Preliminary Budget • April 30, 2013 • May 14, 2013 — Code Enforcement — Part-time employee compensation — Additional priorities, staffing or programmatic adjustments. 57 Sunset of District Sales Tax Established Election Dates Misc. Special Primary Election General Election Misc. Special Misc. Special Misc. Special Presidential Primary Misc. Special Primary Election General Election November 6 January 15 March 11 August 12 $260k - $290k $260k - $290k $260k - $290k