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2002/06/25 City Council Resolution (16)RESOLUTION NO. 2002 - -42 RESOLUTION APPROVING AND ADOPTING A BUDGET FOR FISCAL YEAR 2002 -03 WHEREAS, the City Manager has heretofore prepared and submitted to the City Council a proposed budget for the City of Rohnert Park for the fiscal year 2002 -03; and WHEREAS, the City Council has extensively considered the budget submitted by the City Manager and has made such corrections, addition and deletions as it deemed necessary. NOW, THEREFORE, BE IT RESOLVED, by the Council of the City of Rohnert Park that that certain City of Rohnert Park Proposed Budget, 2002 -03, a copy of which is attached hereto and by reference made a part of this resolution, be and the same is hereby approved and adopted as the budget for the City of Rohnert Park for the fiscal year 2002 -03. DULY AND REGULARLY ADOPTED this 25th day of June, 2002. ATTEST Mayor MACKENZIE: AYE REILLY: AYE VACANCY: NIA VIDAK- MARTINEZ: AYE FLORES: AYE AYES: (4) NOES: (0) ABSENT: (0) ABSTAIN: (0) CITY OF ROHNERT PARK www.rpcity.org A P P R 0 V E D B U D G E T 2002 -03 for Operations as Submitted to the CITY COUNCIL by Joseph D. Netter City Manager June 25, 2002 T A B L E O F C O N T E N T S Page Color Budget Calendar -- White City Officials -- White Sales Tax Charts 1 -3 White Assessed Valuation Charts 4 -5 White Property Tax Charts 6 -9 White Authorized Full -Time Positions - Comparison by Cities 10 White Positions and Pay Ranges or Rates City Staffing History -7/99 through 6/03 (Actual Positions) City Staffing- Reg. Full -Time Employees (Authorized Pos.) Cash Balance (Other Funds) at March 31, 2002 Reserve Funds Summary Infrastructure Reserve Detail General Fund Recap 11 -14 Green 15 Blue 16 -20 Blue 21 White 22 White 23 White 24 White Anticipated Revenues 25 -27 Canary Comparison of 2002 -2003 Expenditures with 2001 -2002 Budget 28 -29a Pink Anticipated Expenditures by Departments (with notes) 30 -35 White Summary of Lease Purchase /Debt Service Payments 36 White Golf Course Revenues 37 Green Sports Center Revenue and Expenditures 38 Green Codding Senior Center Revenue and Expenditures 39 Green Recreation Department Summary 40 Green Performing Arts Center Revenue and Expenditures 41 Green Utility Operations (with notes) 42 -45 Gold Capital Outlay Funds 46 -47 White Traffic Signals Fund 48 Canary Consolidated Streets and Roads Budget 49 Blue Gas Tax Funds 50 Blue Development Improvement Fund 51 Pink Special Sewer Connection Fee Fund 52 White Capital Project Summary 53 White Wine Center Operation 54 Pink Community Promotion Detail 55 White Recap of Capital Expenditures 56 -57 Gold CITY OF ROHNERT PARK 2002 -03 Budget BUDGET CALENDAR January 22 Budget packets sent to departments Jan 22 - Feb 28 Preparation of departmental budgets February 28 Departments present budget requests March 1 - March 16 Budget conferences with departments May 7 Duplicate proposed budget and present to City Council May 14 - June 11 City Council budget conferences May 14 - June 11 Public consideration of the budget June 25 City Council adopts budget City Council: CITY OF ROHNERT PARK CITY OFFICIALS Armando Flores, Mayor James Reilly, Jr., Vice -Mayor Jake Mackenzie City Staff: City Manager Assistant City Manager City Attorney Finance Director /City Treasurer Director of Public Safety City Engineer Building Official Director of Planning & Community Development Public Works Manager Personnel Manager Director of Performing Arts Center Recreation Director Vicki Vidak- Martinez Councilmember (Vacancy) Joseph D. Netter Steve Donley Betsy Strauss Sandy Lipitz Tom Bullard Joseph Gaffney Lee Braun Nancy Kaufman William L. Stephens Pamala Robbins Michael G. Grice Tim Barry Advisory Commissions or Committees: Rohnert Park Association for the Arts Parks & Recreation Commission Planning Commission Mobile Home Parks Rent Appeals Board Senior Citizens Advisory Commission Community Outreach for Youth and Families (COYF) Commission Sister City(s) Relations Committee Bicycle Advisory Committee Cultural Arts Commission Housing Financing Authority CITY OF ROHNERT PARK TO THE HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL: The 2002 -03 fiscal year budget for City operations is herein presented. Last fiscal year, this budget year, and possibly next year, will be the most challenging budget years Rohnert Park has seen since the recession of the early 1990's. With the reduction of operating expenditures, the use of general fund reserves and the sale of city -owned properties, the past two fiscal year budgets are balanced. The 2002 -03 budget sets an ending General Fund Reserve at approximately (3 %) of net general fund expenditures. The following general analysis illustrates the changes to the 2001 -02 general fund budget, which were made in arriving at the 2002 -03 budget: 2001 -02 Budgeted Expenditures $26,830,922 Salaries & benefit increase 458,000 Departmental operating expense decrease (950,506) Departmental lease payments decrease (27,000) Departmental capital outlay increase 97,000 2002 -03 Budgeted Expenditures $26,408,416 For City Council's information and consideration, the 2002 -03 budget is balanced as follows: Reserve Transfers to General Fund Amount Reference General Fund Reserve $1,485,269 P. 22 & P. 24 Reserve for Self- Insured Losses 202,500 P. 22 & P. 24 Capital Replacement Reserve 278,950 -19 P. 22 & P. 24 Total Reserve Transfers X966,7 Plus Council policies suspended Suspension of the 10% set -aside 972,000 P. 23 to the Infrastructure Reserve Total Transfers to General Fund $2,938,719 Reserve Transfers from General Fund Amount Reference Retired Employee Health Insurance $300,000 P. 22 & P. 24 Budget Memo - Page 1M 1. REVENUES Projection of revenues has been completed on a conservative basis and assumes that local economic conditions will remain at the post- September 11th level for 2002 -03. Thus, the revenues are projected at a zero percent growth rate. 1.0 Property Taxes Under the procedure, which resulted from the passage of Proposition 13, the City no longer sets a specific property tax rate. Property tax revenue is distributed to all the County's public agencies pursuant to State law. During the past ten years the funds derived from this source of revenue were as follows: 2,500,000 2,000,000 1,500,000 1,000,000 500,000 ANNUAL PROPERTY TAX 1993 -94 1994 -95 1995 -96 1996.97 1997.98 1998 -99 1999 -00 2000.01 2001.02(est.) 2002 -03 (budget) FISCAL YEAR For fiscal years after 1987 -88, property tax receipts are net of allocation to the Community Development Commission of the City of Rohnert Park. For fiscal year 1992 -93 and subsequent fiscal years, property tax receipts are net of a 9% reduction, which has been shifted to the state. For 1993 -94, the State took an additional 15% of property taxes. In addition, the City received one -time revenue of $327,000 due to the County of Sonoma adopting the "Teeter Plan" for allocating property taxes. The property tax revenue projection for fiscal year 2002 -03 is $2,205,000, which is slightly less than the estimate for 2001 -02. This is a conservative estimate and assumes that assessed values will stay constant. Budget Memo - Page 2M 2.0 Sales Tax The anticipated sales and use tax for 2002 -03 of $6,350,000 is $250,000 more than was budgeted last year. The sales tax revenue for 2001 -02 is estimated between $5.91VI and $61VI, which is slightly less than the revised budget estimate of $6.1 M. The increase for 2002 -03 is based on the projected sales generated by the new Costco store scheduled to open in October. The projected 2002 -03 sales tax was calculated as follows: 2001 -02 Estimated Sales Tax Revenue $5,900,000 ( +) Estimated 0% net growth in existing sales tax 0 ( +) Projected sales tax from Costco (9 months receipts) 450,000 2002 -03 Budgeted Sales Tax Revenue $6,350,000 Rohnert Park still remains behind other cities in the County insofar as sales tax per capita is concerned. An enclosed schedule on page 3 of the budget detailing sales tax distribution for the County reveals that Rohnert Park received only $144 per capita during 2001 -02 compared to an average of all cities in the County of $161 per capita. 7,000,000 6,000,000 5,000,000 4,000,000 3,000,000 2,000,000 1,000,000 0 During the past ten years the growth in sales tax revenue has been as follows: ANNUAL SALES TAX REVENUE 1993-94 19N-95 1995.96 1996 -97 1997.98 199899 1999 -00 2fXX,.U1 _,u, , Note: There was a one -time accounting change in 1998 -99, which added $474,000 in sales tax to that fiscal year. Budget Memo - Page 3M 2.1 Transient Occupancy Tax Receipts from Transient Occupancy Tax continue to be an important source of revenue for the City. Effective August 1, 1992, the City receives 11 % of all hotel /motel room rentals. This increase was approved to fund promotional fees to the Wine Center. During 2001 -02 the City is estimated to receive $1,350,000 from this source. The Transient Occupancy Tax is conservatively projected at $1,350,000 in 2002 -03. This revenue is based on the existing number of hotel /motel rooms and does not include any new projects currently being proposed. This conservative estimate takes into consideration the downturn in the tourism industry and the addition of 182 rooms in the City of Petaluma's Sheraton Hotel at the marina. Also, the city of Santa Rosa's convention center will be opening this fall with another 200+ rooms. The competition for room nights in the County and North Bay will be great. Based on the recent court ruling on Proposition 62, the Transient Occupancy Tax will be placed on the November 2002 ballot for validation. The potential loss if the measure is unsuccessful would be $135,000 per year, and the new effective rollback rate would be 10 %. The City Council may consider increasing the TOT rate to 12% as a recent pole indicated a favorable reading from the Rohnert Park citizens. If this is decided, and approved by the voters, an additional $135,000 would be generated by the 1 % increase. 2.2 Franchise Fees 2.2.1 Pacific Gas & Electric Franchise: Fees are projected at $300,000 for the fiscal year 2002 -03. The actual franchise fees paid in 2002 -02 were $363,853, due to the higher energy bills resulting from the energy crisis. In general, Rohnert Park receives 1 % of the gross gas revenues and 1 % of the gross electric revenues as its franchise fee. Many cities have recently received letters from PG &E requesting a renegotiation of the franchise agreements. Rohnert Park is expecting a letter soon and will discuss the matter with the City Attorney and City Council. 2.2.2 Cable Television Franchise: The City of Rohnert Park has a non- exclusive franchise agreement with AT &T. For the fiscal year 2002 -03 projected franchise fee revenues are $275,000. The City receives 5% of all AT &T's gross revenues as its franchise fee. AT &T is currently requesting a franchise transfer to cover cost. Staff is currently negotiating with AT &T on compliance issues before the transfer is considered. Technological advances and issues with the Federal Telecommunications Act may result in companies other than cable companies having the ability to transmit video to customers. This could result in a total loss of franchise fees in this area. Budget Memo - Page 4M 2.3 Licenses and Permits 2.3.1 Business Licenses Business license taxes are collected on retail, professional, semi- professional, general contractors, sub - contractors, wholesalers, and other classifications of businesses including residential rental property. Generally, business license taxes in Rohnert Park are based on a flat fee per the number of employees. The rates were last increased in January 1991. For fiscal year 2002 -03, we have estimated $485,000. Based on the recent court ruling on Proposition 62, the business license tax will be placed on the November 2002 ballot for validation. The potential loss if the measure is unsuccessful would be about $100,000 annually. The recent citizen poll indicated support for continuation of the business license tax at its current level. 2.3.2 Building Permit Fees The 2002 -03 budgeted revenues of $225,000 are based on estimated residential units and some commercial and industrial development within the City. This includes the balance infill on residential and commercial projects. 2.4 Interest and Rents 2.4.1 Investment Earnings - A major source of revenues continues to be earnings from the investment of idle funds. The receipts for the fiscal year 2001 -02 are estimated at $1,200,000, which is $200,000 under budget. The 2002 -03 budget estimate is $1,200,000, $235,620 of which is attributed to the refinanced- loan between the City and Redevelopment Agency as mentioned below. Total investment earnings are projected to remain constant based on the assumption that the interest rates will rise slightly and the City's portfolio cash will drop by $1.5M to balance the General Fund budget. The city deposits a portion of its portfolio at the current time with the State of California LAIF. LAIF's current rate is currently 2.7 %, whereas last year, the rate was averaging around 6 %. A large portion of the City's investment portfolio is now invested in certificates of deposits (CD's), which are currently earning an average rate of almost 5.9 %. 2.4.2 CDC Loan - In 1989 & 1990, the City and Community Development Commission entered into three (3) loan agreements for the construction of the Performing Arts Center. All loans provided for 15 -year paybacks of principal and interest. As part of the 1999 Certificate of Participation (COP's) issue (to build new City Hall), these loans were renegotiated and combined into one loan and the term of repayment was extended to match the 25 -year repayment schedule for the City Hall COP's. In 2000, the loan agreement was amended to reflect a prepayment of $785,000. Budget Memo - Page 5M For 2002 -03, the Community Development Commission will pay to the City's General Fund as follows: Principal Interest $42,000 (to Misc. Reserve) 235,620 (to Interest Income) Total CDC funds to GF in 2002 -03 $277,620 The outstanding debt as of 6/30/03 is $2,576,000. The CDC currently pays the City $70,000 per year for the city owned land occupied by the Performing Arts Center that was a CDC project. In addition, the CDC now pays an additional $140,000 for the land on which the Community Center and Sports Center are located. These facilities were pledged as collateral as part of the 1999 COP issue. 2.4.3 Golf Course Lease Agreement Rohnert Park entered into a new lease agreement with CourseCo to operate the City's two 18 -hole golf courses. The lease term is 20 years with an optional 10- year extension. During the next two years, Courseco will renovate both courses. Courseco will make a capital contribution of $2.75M for the improvements and the City will contribute $1.5M. The base rent during the interim period will be $200,000 and the City will also receive 4% of the food /beverage /merchandise revenue. In accordance with the lease agreement, there is a possibility that the interim rent for 2001 -02 may be reduced by a maximum of $100,000 to offset the losses of the operator while the improvement are being made. For the fiscal year 2001 -02, this $100,000 subsidy is expected to be allocated based on the lower revenues on the North Course while the South Course was under construction. Hopefully, with the new opening of the South Course, revenues will increase avoiding this $100,000 subsidy for the fiscal year 2003. The structure of the lease provides for a minimum annual lease payment of $350,000 after the interim period, as well as 12.5% of golf receipts and 4% of food /beverage /merchandise sales. The base rent and percentages increase every five years, with a maximum of $500,000 rent, 20% of golf receipts and 6% of food /beverage /merchandise sales. During the past ten years, the City has received revenues (lease payments) for the two golf courses as follows: Budget Memo - Page 6M ANNUAL GOLF REVENUE 600,000 500,000 485,742 463,215 449,061 427,342 429,531 419,008 414,126 400,000 300,000 200,000 200,000 200,000 100,000 0 1993.94 1994.95 1995 -96 1996 -97 1997 -98 1998.99 1999.00 2000 -01 2001-02 (est.) 2002 -03 (budget) FISCAL YEAR As Council is aware, the resident golf rates in Rohnert Park are lower than any other courses in Northern California. Our residents pay between $9.50 and $24.00 depending on the course and the day of the week. Refer to budget page 37 for more detail. 2.5 Revenues From Other Agencies State Motor Vehicle In -Lieu Taxes - Under current law, cities are guaranteed to receive subventions from the State of California from Motor Vehicle License Fees (in -lieu tax). For fiscal year 2002 -03 Rohnert Park's total motor vehicle "in -lieu" fees are conservatively budgeted at $2,200,000, which is an increase of $100,000 over the prior year budget. The actual revenue for 2001 -02 is projected at $2,350,000 and is an increase of $250,000 over budget. A few years ago, the State enacted a 25% decrease in this tax. Also enacted was a "backfill" to local agencies for the revenue loss (all VLF revenue goes to local agencies). This tax decrease was made because of the large 1997 -98 State surplus. The City received the "backfill" revenues in 2001 -02. The Governor's May revised budget discusses reducing the citizens' rate back to the 25% discount and continuing to backfill the cities. The budget also includes $105,000 from the State for reimbursement of the booking fees. The Governor's May revised budget removes the reimbursement of booking fees. Considering the State's serious financial condition, this cut is likely to remain in the adopted budget. Budget Memo - Page 7M In the prior year, the State cut the reimbursement of the City's contribution to the Educational Revenue Augmentation Fund (ERAF) due to the financial condition of their budget. This loss in revenue impacted the City's budget by $100,000. For 2002 -03, the ERAF shift amounts to about $780,000. Because of the State's financial crisis, there is concern that the State may once again raid the cities' property tax revenues. The motor vehicle in -lieu fee has been a target for reduction by the State for years. The Governor's May revised budget allows for no impact on Cities. But beware! This State budget crisis is a multi -year problem. Therefore, we must all be ready to support local government finance stability and fight the State if future reductions are considered. 2.6 Revenues from Charges for Current Services Revenues include $136,500 from the Cotati- Rohnert Park Unified School District as reimbursement for the field maintenance service provided by the City for all the school grounds located within our City. This cooperative program has resulted in well - maintained school grounds and playfields for the enjoyment of the community. 2.7 Recreation Income Recreation revenues are budgeted to increase by 5% in 2002 -03. A majority of this is increase attributable to increased program fees and rental fees, as well as an increase in the City's share of the contract class revenue. Additionally, programs have been developed for the infant and toddler age group. As a result of the budget cuts, the Vision Teen Center will be closed, the Benecia Youth Center is planned to be transferred to the Boys & Girls Club and three of the five swimming pools will be closed one month earlier to reduce operating losses. follows: Revenues Expenditures Profit or (Loss) Before Administration allocation The Recreation Department operations and subsidies for 2002 -03 are as Sports Contract Recreation Comm Centers Senior Center Classes Programs Rentals Center/Van Pools Totals $504,500 $164,000 $425,800 $98,500 $55,175 $210,000 $1,457,975 408,830 90,500 366,084 166,600 260,717 274,850 1,567,581 $95,670 $73,500 $59,716 ($68,100) ($205,542) ($64,850) ($109,606) Allocation of Recreation Administration 59,845 65,285 201,295 43,523 54,404 81,605 505,957 City Subsidy After Administration allocation $35,825 $8,215 ($141,579) ($111,623) ($259,946) $146,455 ($615,563) Budget Memo - Page 8M It is important to note that the General Fund subsidy has decreased by $200,000 from the prior fiscal year due to increased program fees and service cutbacks in the Recreation Department. 2.8 Miscellaneous Income /Donations The 2002 -03 budget of $1,088,000 includes one -time revenue from the sale of the old City library. All of the proceeds from the sale of the library will be used to balance the budget this year. A local broker has been hired and will market the old library facility this summer. 3. EXPENDITURES 3.1 Employee Services Pursuant to negotiated Memorandums of Agreement with employee bargaining groups, this budget provides the following: Bargaining unit 2002 -03 Adjustment Expiration date SEIU 3.0% increase MOU expires 6/30/03 All of the other bargaining units' contracts expire June 30, 2002 and these units are currently in negotiations with the City. For budgeting purposes only, we have included a 4% salary increase for all units, including management and confidential. For the 2002 -03 budget, the following positions were approved but not filled due to the City's financial condition: Department City Manager /Rent Control Public Safety Public Safety Public Works Public Works Recreation Position (1) Housing Manager (1) CSO (Crime Prevention) (1) PSO (School Resource Officer) (1) Electrician (1) Maintenance Helper (1) Recreation Services Manager The proposed budget includes no new employees 3.2 Supplies & Other Operating Expenditures Expenditures in this area have been carefully scrutinized and have decreased from last year's budget by $950,506. This decrease is attributable to an overall reduction in travel and training, elimination of one -time expenditures, elimination of all non - contractual community promotion, elimination of the Outreach Program and Vision Teen Center, transfer of the Benecia Youth Center to the Boys and Girls Club, reductions in Public Works street maintenance, facility maintenance and tree pruning, reduction in pool Budget Memo - Page 9M hours of operation and postponement of facility improvements. The City plans to spend about $90,500 for non - routine facility maintenance. Refer to budget pages 30 - 35 for details. 3.3 Capital Outlay Expenditures in this area have increased from the 2001 -02 budget by $97,000. The majority of the increase is related to the purchase of four new vehicles for the Public Safety Department. Many of the police vehicles are now over ten years old and need to be replaced for safety purposes and due to the high maintenance costs. Refer to budget pages 56 — 57 for a complete itemization. 4. RESERVE CHANGES Items of particular interest in this area are: A. Reserve for Capital Improvements and Infrastructure Maintenance - The City customarily sets aside 10% of actual revenues from Secured Property Taxes, Transient Occupancy Taxes, and Sales Taxes in order to provide for maintenance of the City's infrastructure and capital improvements. This year, the budget proposes to set aside $0 into this reserve. The amount that would have been set -aside ($972,000) will be used to balance the general fund. In order to balance the General Fund, the City has not been able to make this transfer since 1998. In addition, prior year draws on this reserve have depleted the balance to $0. B. The 2002 -03 budget provides for a $550,000 contribution to the Retired Employees' Medical Insurance Reserve in anticipation of the larger premium costs that will eventually be incurred in this expense category. In 1999, the City hired a consultant to perform an actuarial study on the retired health care obligation. Per the study, the City's current unfunded liability is approximately $6.9 million. This year, the City will be setting aside the equivalent of 14.5% of medical premiums for regular employees to provide for medical insurance premiums for future retirees. This year's contribution will again be made from the Reserve for Self- Insured Losses. Additionally, the City will transfer $300,000 from the General Fund to the reserve to fully fund the required contribution. The actual retiree benefit expense of $376,000 will be paid directly from the General Fund. C. The 2002 -03 budget includes $42,000 principal repayment from the renegotiated loan due from the Community Development Commission to the City's General Fund for the construction of the Performing Arts Center (refer to pages 4 and 5 of this memo). This principal payment will be deposited into the Miscellaneous Reserve. The Miscellaneous Reserve is generally used for capital replacement items. Budget Memo - Page 10M D. The Reserve for Self- Insured losses will be contributing 25% of insurance premiums and deductible billings to the General Fund. The City continues to receive refunds from REMIF due to favorable claims experience in prior years. However, the premiums for Worker's Comp, Property and Liability have been gradually increasing over the last few years. It is projected that within the next two years this reserve will be depleted and all future expenses will have to be paid directly from the General Fund. E. There are two items under the Reserve for Retirement Costs: one line item for Miscellaneous employees and one for Safety employees. These funds were placed in reserve due to the existence of "Surplus Funds" in the City's account with PERS. In addition, because of surplus funds, the City's PERS rates are reduced significantly in 2002 -03. This reduction is temporary and will only last a few years. The recent economic downturn has dramatically affected the PERS investment rate of return, which will have an impact on the City's future PERS rates. In prior years, the City would transfer these savings back to the retirement reserves, but due to financial conditions, the City is not able to make any transfers from the General Fund to the Miscellaneous and Safety retirement reserves. Miscellaneous employees participate in the 2% at 55 Plan while Safety employees participate in the 2% at 50 Plan effective 7/1/98. F. The General Fund Reserve is being reduced to 3% of net expenditures in order to balance the 2002 -03 budget. Approximately $1.5M will be transferred from this reserve to the General Fund to meet the anticipated shortfall. G. Last year, the City established a new reserve, General Fund Endowment Reserve with the balance of the proceeds from the sale of City -owned lands for the Costco facility. This reserve is to fund on -going operations through interest earnings. The principal is to remain intact. H. A new reserve called Capital Replacement Reserve was established in 2001- 02 to fund future capital outlay requirements. A start -up amount of $785,000 was transferred to this reserve from the General Fund. For the 2002 -03 budget, $278,950 will be transferred to the General Fund for the purchase of capital items. The City's goal is to fund this reserve annually by an amount equivalent to the General Fund depreciation expense and designate this reserve as the source of funding for all future replacement capital. After the transfer this year, the reserve will have a balance of $506,050. Budget Memo - Page 11M The entire City's history of reserve balances are shown below in this graph: 12 10 a 6 6.4 4 2 RESERVE BALANCES ss 8.5 1997 1998 1999 2000 2001 2002(estimate) zuu;5kouagel) FISCAL YEAR 5. SPECIAL FUNDS � TOTAL RESERVES O GENERAL FUND Outlined on separate sheets in the budget are the various special funds of the City. These funds will be discussed in detail with the City Council during budget work sessions. 6. IN CLOSING I would like to thank the Department Head Team for its commitment and support in helping make those tough choices in the budgeting process, taking into consideration limited resources. The overall goal was to focus on the City Council's goals and to maintain the level of services needed to sustain a superior quality of life for Rohnert Park's citizens. Due to the economic downturn, magnified by the September 11th crisis, 2001 -02 has been a very difficult financial year. All indications are that the economic recovery will be very slow, thus the revenues for 2002 -03 are projected to be static. Expenditures, however, are projected to rise in the area of salary and benefits. In order to meet the difficult challenge of balancing the budget, the City was forced to reduce programs and services, drop the General Fund reserve to 3% and use the proceeds from the sale of the old library. The City is faced each year with an increasing gap between revenues and expenditures. As mentioned above, the City has chosen to use reserves and the sale of surplus properties to fill this gap the past two years. However, the City is working proactively to fill this gap in the long -term with a strong emphasis on economic development to develop a broad sales tax base. The new Costco facility will be a catalyst for increased economic growth on the west side. With the possibilities on City -owned land adjacent to Costco and Budget Memo - Page 12M on privately owned land nearby, it is hoped new ventures will spark interest this year. In addition, staff is working diligently on the new specific plan areas to bring growth both residentially and commercially to the City. The City is also seriously considering a revenue tax measure for the November 2002 ballot that will be a new, stable source of revenue. The challenge will be to develop a revenue base that can sustain the City's level of service into the future. I would like to express sincere appreciation to the members of the City Council, who have given me their trust and confidence in managing the City. I would like to acknowledge all City Commissions, City Committees, volunteer auxiliaries, and various volunteer citizens who have worked so hard this past year for the betterment of our City. There are many challenges facing Rohnert Park in the future. Credit is also given to all City employees for providing efficient service with fewer employees per capita than most cities. My sincere thanks to all City employees for their dedicated service. A special acknowledgement goes to the City's Management Team who, with their willingness, worked long hours under difficult circumstances to assist in the challenges put forth in this year's budget. For the Finance Director, Sandy Lipitz and her staff, thank you for a job well done. Respectfully submitted, Budget Memo — Page 13M 6.00% 5.00% 4.00% 3.00% 2.00% 00% 0.00% SALES TAX DISTRIBUTION (Sales Tax is 7.25 %) STATE CITY COUNTY 34,000,000 32,000,000 30,000,000 28,000,000 26,000,000 24,000,000 22,000,000 20,000,000 18,000,000 16,000,000 14,000,000 12,000,000 10,000,000 8,000,000 6,000,000 4,000,000 2,000,000 SALES TAX (FY 2001 -02 Budget Compared To Prior Two Years) Q- °ya Qo` 0� `'o NA 0 0 o a o � G° -2- E Actual FY 99/00 OActual FY 00 /01 ❑ Budget FY 01/02 2E 2( H 11 SALES TAX PER CAPITA FISCAL YEAR 2001 -02 Healdsburg Sonoma Santa Rosa Sebastopol Petaluma Cotati Rohnert Park Windsor County Cloverdale -3- ASSESSED VALUE FISCAL YEAR 2001 -02 Santa Rosa Petaluma Rohnert Park Windsor -4- Sonoma Healdsburg Sebastopol Cotati Cloverdale 120,000 .1 111 40,000 20,000 ASSESSED VALUE PER CAPITA FISCAL YEAR 2001 -02 Sonoma Petaluma Healdsburg Cotati Santa Rosa Windsor Sebastopol Rohnert Cloverdale Park -5- x $4 (a r�m4J (a aA -H I C4 O N co m1 -O d v s) m m N U I I I �4 s4 (a 4J 04t[-- 19 W LOMLomm I 19 H I H N I A II �4 a•HOcT MMCOCO 0) 0') 1 CD LO 100 H I LO II 4) 0. r i 1 ih to 0 N II 04,u, Mtr tr II ❑ N U $4 E a 4J ol° ol° olo o%o o%o o%o of of 1 °%0 o%- I ol° 0%. 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Ca N 0 (6 I-1 (d v (ZS O rd (o O �l 4 r' 9 N A; o4 U :J Z ^ 9 -4 O (D a) 0 (D O -H U a4MM r] O E- O Pi O H O U O H N a, O H U �)"o U]UW 0 '-' PROPERTY TAX DISTRIBUTION (Cents Received Per $1 Property Tax Paid) -7- ❑ CITY ® COUNTY ❑ SCHOOLS PROPERTY TAX FISCAL YEAR 2001 -02 Mm PROPERTY TAX PER CAPITA FISCAL YEAR 2001 -02 Cloverdale Windsor Sonoma Santa Rosa Sebastopol Petaluma Rohnert Park Cotati Healdsburg f� 12.00 m V. I� M 4.00 2.00 1100 REGULAR EMPLOYEES PER 1,000 POPULATION Windsor Rohnert Park Petaluma Cloverdale Cotati Sebastopol Santa Rosa Sonoma Healdsburg -10- 11 CITY OF ROHNERT PARK 2002 -2003 BUDGET POSITIONS & PAY RANGES OR RATES AS OF JULY 1, 2002 MONTHLY ACCOUNT NUMBER. DEPT. POSITION RANGE SALARY 1100 City Councilmember N/R $400.00 Council 1200 City City Manager N/R loom $8,854- $10,763 $7,207- $8,759 Manager Asst. City Mgr. Admin. Asst. to the City Manager 80CF $4,490- $5,459 Deputy City Clerk 76CF $3,975 - $4,832 Administrative Assistant P/T Hourly Up to $30 /hr. Meeting Minutes Transcriber P/T Hourly Up to $25/hr. Secretary P/T Temp. Hourly Up to $18/hr. Office Asst. P/T Temp. Hourly Up to $14 /hr. Clerical P/T Hourly Up to $12 /hr. Admin. Intern Hourly Up to $20/hr. 1300 Finance Finance Dir. /City Treasurer 98M $6,94348,440 Finance Services Manager 92X $5,726- $6,960 Purchasing Manager 88X $5,307- $6,451 Accountant /Auditor 87X $5,196- $6,316 Senior Account Clerk - Utilities 78X $4,160- $5,056 Payroll Specialist 76CF $3,975- $4,832 Purchasing Specialist 75X $3,877- $4,713 Utility_ Service Specialist 75X $3,877- $4,713 Utility Service Representative 72X $3,593- $4,368 Accounting Specialist II 70X $3,422- $4,160 Customer Service Representative 66X $3,104- $3,773 Acct. Clerk P/T Temp. Hourly Up to $14 /hr. Clerical P/T ` Hourly Up to $12 /hr. 1310 Information Information Systems Mgr. 90X $5,572-$6,774 Services Info. Systems Tech. I /II 74X/78X $3,773- $5,056 1500 Legal City Attorney N/R $9,225 Services 1600 Planning Planning & Com. Devl. Dir. 98M $6,943- $8,400 Associate Planner 87X $5,196- $6,316 Community Development Assistant 72X $3,593- $4,368 11 Positions & Pay Ranges or Rates as of July 1 2002 Cont'd ACCOUNT MONTHLY NUMBER DEPT. POSITION RANGE SALARY 1700 Personnel Personnel Manager 96M $6,683- $8,123 Personnel Assistant 74CF $3,786- $4,602 Secretary II, Reg. P/T 72CF $20.80- $25.29/hr. 1710. Rent Control Housing & Redevel. Project Mgr. 87X $5,196- $6,316 Housing Services Assistant 72X $3,593- $4,368 -1720 Internal Audit Management Analyst 87X $5,196- $6,316 1900 Non- Departmental Secretary I 68X $3,259- $3,962 - Office Assistant I P/T Hrly. Up to $14 /hour 2100 Public Safety Director of Public Safety 103M $7,894- $9,595 Public Safety Div. Commander 95M $6,625- $8,052 Public Safety Lt. 93M $6,013- $7,309 Public Safety Sergeant 89S $5,133- $6,239 Public Safety Officer 84S $4,565- $5,549 P.S. Communications Supervisor 83XD $4,668- $5,673 Fire Inspector 83X $4,713- $5,729 Evidence Specialist 80X $4,381- $5,326 Property Technician 79X $4,275- $5,196 Public Safety Officer Trainee 81S $3,880 Admin. Asst. to the Dir. of P.S. 74CF $3,786- $4,602 Public Safety Records Supervisor 74X $3,773- $4,586 Animal Shelter Supervisor 74X $3,773- $4,586 Public Safety Dispatcher 68XD $3,510- $4,267 Community Services Officer 69S -CSO $3,186- $3,872 Secretary I 68X $3,259- $3,962 Public Safety Records Clerk 64X $2,956- $3,593 Animal Health Technician 63X $2,893- $3,518 Secretary I Reg. P/T 68X $18.26- $22.19/hr Office Asst. 11 Reg. P/T 64X $18.80- $22.86/hr. Animal Shelter Assistant P/T Hourly Up to $12 /hr. Animal Shelter Vol. Coordinator Hourly Up to $14 /hr. Office Asst. P/T Temp. Hourly Up to $14 /hr. 2800 Youth & Youth Service Specialist 86X $5,054- $6,144 Family Secretary II 72X $3,593- $4,368 Services P/T Clinical Supervisor Hrly Up to $30 /hr. 12 Positions & Pg Ranges or Rates as of July 1 2002 Cont'd ACCOUNT. MONTHLY NUMBER DEPT. POSITION RANGE SALARY 3100 Engineering City Engineer 98M $6,943- $8,440 Assistant Civil Engineer 85X $4,949- $6,015 Public Works Inspector 83X $4,713- $5,729 Engineering Technician II 78X $4,160- $5,056 Community Development Asst. 72X $3,593- $4,368 Clerical P/T Hrly Up to $12 /hr. 3200 Building Building Official 93M $6,013- $7,309 Inspection Building Inspector 85X $4,949- $6,015 Secretary II 72X $3,593- $4,368 Bldg. Inspector P/T Hourly Up to $40 /hr. Bldg. Insp. Aide P/T Hourly Up to $10 /hr. Construction Inspector P/T Hourly Up to $40 /hr. 3300 Public Public Works Manager 96M $6,683 - $8,123 Works - Water System Supervisor 83W $4,775- $5,804 General Maintenance Supervisor 79W $4,331- $55265 Sr. Equip. Mechanic 79W $4,331- $5,265 Equipment Mechanic 79W $4,331- $5,265 Electrician 78W $4,2205,134 Arborist 76W $3,928- $4,773 Maint. Worker II 74W $3,844- $4,672 Maint. Worker I /Painter 70W $3,482- $4,233 Maint. Worker .1 70W $3,482- $4,233 Water Monitoring Tech. 70X $3,422- $4,160 Secretary I 68X $3,259- $3,962 Maintenance Helper 52W $2,187- $2,659 P.W. Admin. Asst. Reg P/T 79X $24.66- $29.98/hr. Laborer P/T (Youth) Hourly Up to $8/hr. Seasonal Maintenance Assistant Hourly Up to $12/hr. 5200 Parks & Rec. Recreation Director- 93M $6,013- $7,309 Recreation Services Mgr. 83X $4,713 - $5,729 Secretary II 72X $3,593- $4,368 Rec. Specialist - Senior Programs 75X $3,877 - $45713 Rec. Specialist -Sports Programs 75X $3,877- $4,713 Recreation Specialist 75X $3,877- $4,713 Secretary I 68X $3,259- $3,962 Senior Programs Coordinator 66X $3,104- $3,773 13 Positions & Pay Ranges or Rates as of July 1 2002, Cont'd ACCOUNT MONTHLY NUMBER DEPT. POSITION RANGE SALARY Recreation Coordinator 59X $11.37- $13.82/hr. Senior Pool Manager 59X $11.37- $13.82/hr. Pool Manager 53X $10.31- $12.53/hr. Clerical P/T Hourly Up to $12 /hr. Senior Lifeguard 45X $9.13- $11.10/hr. Sports Center Coordinator ` 45X $9.13- $11.10 /hr. Senior Rec. Leader 43X $8.49 - $10.32 /hr. Instructor Lifeguard 11(LGI) 41X $8.22- $9.99/hr. Instructor /Lifeguard I (WSI) 40X $8.09- $9.83/hr. Lifeguard /Cashier 38X $7.70- $9.36/hr. Scorekeeper 37X $7.50 - $9.12 /hr. Recreation Leader II 37X $7.50- $9.12 /hr. Facility Attendant II 37X _$7.50- $9.12 /hr. Facility Attendant I 34X $7.00- $8.51 /hr. Recreation Leader I 34X $7.00 -$8.51 /hr. Pool Cashier 33X $6.75- $8.20 /hr. Instructor Hrly Up to $40 /hour 6210 Theatre Director of the Performing Arts Ctr. 94M $6,494- $7,894 Business Operations Manager 75X $3,877- $4,713 Technical Director 70X $3,422- $4,160 Office Assistant 11 64X $2,956- $3,593 Theatre Technician P/T Hourly Up to $12 /hr. Group Sales Coordinator P/T Hourly Up to $10 /hr. Arts Center House Mgr. P/T Hourly Up to $12 /hr. Arts Center Admin. Asst. P/T Hourly Up to $10 /hr. Assistant Box Office Mgr. P/T Hourly Up to $12 /hr. Box Office Assistant P/T Hourly Up to,$10/hr. Marketing Assistant P/T Hourly Up to $18 /hr. 14 City of Rohnert Park 2002 -03 Budget Regular Full -time or Permanent Part -Time Employees Actual Funded Positions DEPT NO/ DEPARTMENT 7/1/99 1999 -00 2000 -01 2001 -02 2002 -03 6/30/03 1200 City ,Manager /Clerk 5.00 1.00 0.00 0.25 0.00 0.00 (1.00) 6.25 11.00 1300 Finance 12.00 1.00 1.00 (1.0,0) 0.00 0.00 0.00 2,00 1310 Data Processing' 1.00 3.00 0.00 0.00 0.00` 0.00 3.00 1600 Planning 2.50 0.00 0.00 0.00 0.00 2.50 1700 Personnel 0.50 0.00 0.00 0.25' 0.00 0.75 1710 Rent Control 1.00 0.00 0.00 0.00' 0.00 1.00 1720 Internal Audit 1.00 0.00 0.00 0.00` 0.00 1.00 1900 Non- Departmental 91.50 4.00 1.00 0.00 0.00 96.50 2100 Public Safety Personnel 1.00 0.00 0.00 0.00 0.00 1.00 2400 Animal Shelter` 0.00 0.00 0.00 (0.75)'; 3.00 2800 Youth & Family Services 3.75 4.50 (0.50) 0.00 0.00. 0.00 4.00 3100 Engineering 3.50 0.50 0.00 0.00 0.00 4.00 3200 3300 Inspection Public Works General 24.00 4.00 0.00 0.00 (0.50)' 27.50 4001 Park Maintenance 9.00 0.00 0.00 0.00 0.00 0.00 0.00 9.00 6.00 5200 Recreation Administration 6.00 0.00 0.00 0.00 0.00' 2.00 5501 Senior Center 2.00 0.00 0!00 0.00 0.00 0.00 0.00' 2.00 5810 Sports Center 2.00 4.00 0:00 0.00 0.00 _ '0.00 4.00 6210 Performing Arts Center --- 177.25 11.00 0.00 0.50_ (2_25) 186.50_ Total City 11.50 1.00 0.50 0.00 Additions (0.50) (1.00) 0.00 (2.25) Reductions Net Personnel Change 11.00 0.00 0.50 (2.25) -15- City of Rohnert Park 2002 -03 Budget Regular Full -time or Permanent Part -Time Employees Authorized Positions DEPT N0,1 DEPARTMENT 6/30/02 Reclass Add Delete 6/30/03 1200 CITY MANAGER /CLERK ----------------------- City Manager 1.00 1.00 Assistant City Manager 1.00 1.00 Administrative Assistant (note b) 1.00 1.00 Administrative Asst. to the CM 1.00 1.00 Secretary I 0.75 0.75 Secretary II 1.00 1.00 Rent Control /Housing Spec. (Note a) 0.50 0.50 Total 6.25 0.00 0.00' 0.00 6.25 1300 FINANCE General: Finance Director /City Treasurer 1.00 1.00 Financial Service Manager 1.00 1.00 Accountant /Auditor 1.00 1.00 Payroll: Payroll Specialist 1.00 1.00 Utility Billing & Collection: Senior Account Clerk 1.00 1.00 Cust.< Svc. Rep /Meter Reader 1.00 1.00 0.00 Utility Service Representative 1.00 1.00 Accts Payable /Licenses /Other: Accounting Specialist II 3.00 3.00 Purchasing /Special Projects: Purchasing Manager 1.00 1.00' Purchasing Specialist 1.00 1.00 Total 12.00 0.00 0.00 1.00 11.00 1310 Information Systems Information Systems Manager 1.00 1.00 IS Technician 1.00 1.00 Total 2.00 0.00 0.00 0.00 2.00 - 16 - 1600 PLANNING Planning & Community Dev. Director 1.00 1.00 Associate Planner 1.00 1.00 Secretary II /Comm. Dev. Asst. 1.00 1.00 3.00 0.00 0.00; 0.00 3.00 Total 1700 PERSONNEL Personnel Manager 1.00 1.00 Personnel Assistant 1.00 1.00 Secretary I1 0.50 0.50 Total 2.50 0.00 0.00 0.00 2.50 1`710 RENT CONTROL Rent Control /Housing Spec. (Note a) 0.50 0.50 0.25 0.25 Secretary I Total 0.75 0.00 0.00 0.00 0.75 1720 ADMINISTRATIVE SERVICES ----------------------- Management Analyst 1.00 1.00 Total 1.00 0.00 0.00 0.00 1.00 1900 NON- DEPARTMENTAL' --------------------- 1.00 0.00 0.00 0.00' 1.00 Secretary 1 2100 PUBLIC SAFETY ---- - - - - -- Director 1.00 1.00' Division Commanders (Captains) 2.00 2.00' Supervisors (Lieutenants) 4.00 4.00 Sergeants 10.00 10.00 Public Safety Officers (Notes c,d & f) 51`.00 51.00 Fire Inspector 1.00 1.00 `Community Service Officers (Note c) 5.00 5.00 Evidence & Property Specialist 1.00 1.00 Administrative Asst. to Director 1.00 1.00 Secretary I - Main Station 1.00 1.00 _ 17 - Secretary I - Main Station -P.T. 1.•00 100 1.00 Public Safety Records Supervisor 1.00 1.00 Communications Supervisor (Note e) 1.00 00 12.00 Public Safety Dispatcher 12.00 Office Asst. II - Main Station 2.00 0.50 . 0 Office Asst. II - °Main St. P.T. 0.50 100 Property Technician 1.00 1.00 Public !Safety Records Clerk 1.00 96.50 0.00 0.00 0.00 96.50 Total 2400 ANIMAL SHELTER - Animal ,Shelter Supervisor 1.00 1.00 1.00 0.00 0.00 0.00 1.00 Total 2800 YOUTH '& FAMILIES SERVICES ------------------------------ School Resource Officer 1.00 1.00 Community Resource Specialist 1.00 1'00 Secretary II - Northern Station 1.00 1.00 Community Resource Specialist 0.75 0.75 0.00 Total ! 3.75 0.00 0.00 0.75 3.00 3100 ENGINEERING 1.00 1.00 City Engineer 1.00 Assistant Civil Engineer 1.00 1.00 Public Works Inspector 1.`00 Engineering Technician II 1.!00 1.00` Total - -- 4.`00 0.00 0.00 0.00 4.00 3200 INSPECTION Building Official 1.00 1.00' Building Inspector 2.00 2.00 1.00 1.00 Secretary II Total 4.00 0.00 0.00 0.00 4.00 3300 PUBLIC WORKS /GENERAL` --------------- - - - - -- Public Works Manager 1.00 1.00 Public Works Adm. Assistant 1.00 0.50 0.50 - 18 - 1.00 1.00 Water System Supervisor 1.00 Senior Equipment Mechanic 1.00 Equipment Mechanic 1.00 1.00 Maintenance Supervisor 3.00 3.00 9.00 3.00 6.00 Maintenance Worker II 1.00 Electrician 1.00 Maintenance Worker I 4.00 1.00 5.00 Water Monitoring Technician 1.00 1.00 1.00 1.00 Secretary I 1.00 Maintenance Helper 1.00 Maintenance Worker II (Water Fund) 2.00 2.00 4.00 Maintenance Worker I (Sewer Fund) 1.00 1.00 Total General 28.00 0.00 3.00 3.50 27.50 Parks Maintenance: Maint.'Worker III (Supervisor) 1.00 1.00 Arborist 1.00 1.00 Maintenance Worker II 3.00 3.00 Maintenance Worker I 1.00 2.00+ 3.00 Maintenance' Helper 3.00 2.00 1.00 Total Parks Maintenance 9.00 0.00 2.00 2.00 9.00 Total Public Works 37.00 0.00 5.00 5.50 36.50 5200 RECREATION ADMIN. Recreation Director 1.00 1.00 Recreation Services Manager 2.00 2.00 Recreation Specialist 1.00 1.00 Secretary II 1.00 1.00 Secretary I 1.00 1.00 Total 6.00 0.00 0.00 0.00` 6.00 5501 CODDING CENTER (SENIOR CENTER) -------------------------------- Recreation Specialist 1.00 1.00 Senior Programs' Coordinator 1.00 1.00 Total Senior Center 2.00 0.00 0.00 0.00 2.00' - "19 - 5810 SPORTS CENTER Recreation Specialist 1.00 1.00 Office Assistant II 1.00 1.00 Total 2.00 0.00 0.00 0.00 2.00 Total Recreation 10.00 0.00 0.00 0.00 10.00 6210 PERFORMING ARTS CENTER --------------------------- Director 1.00 1.00 Business Operations Manager 1.00 1.00 Technical Director 1.00 1.00 Office Assistant II 1.00 1.00 Total 4.00 0.00 0.00 0.00 4.00 TOTAL ALL 188.75 0.00 5.00 7.25 186.50 (a) Position to be funded by CDC Housing (b) Position is authorized, but not filled ('c) 1997 -98 employees funded (partially) by: Crime Bill - 3 PSO's COPS Fast - 1 PSO (d) MAGNET officer (1) funded by AB 3229 1997 -98 PSO additions (7) are comprised of the following: (5) DSO's from Measure M funds (1) PSO from AB 3229 funds (1) PSO upgraded from a CSO' position 1999 -00 PSO additions (4): (2) PSO's for traffic enforcement division (2) PSO's for 'uses TBD 2000 -01 PSO deletion (1): (1) SRO transferred to Dept. 2800 (e) Position funded by LLEBG (grant) (f) (5) PSO Trainees authorized to replace PSO vacancies` - 20 - CITY OF ROHNERT PARK 2002 -03 Budget OTHER CASH FUNDS (not shown elsewhere unless specified) Cash Balances - June 30, 2002 General Fund Refundable Deposits Water Utility Fund Sewer Utility Fund Garbage Utility Fund Garbage Set -Aside Fund Utility Fund Refundable Deposits Development Improvement Fund (see p. 51) Per Acre For Development Fee $674,820 Special Water Connection Fee 911,502 Water /Wastewater Conservation Fee 69,675 Sewer Service Connection Fee Fund 5,003,403 Water /Wastewater Conservation Fee 69,375 (see page 52) Improvement Project Fund LLEBG Funds SLESF (AB 3229/COPS) Fund Fire Benefit Assessment Fund Mobile Home Rent Appeals Board Fund Annexation Fees Vehicle Abatement Funds Copeland Creek Drainage Fund Petty Cash Accounts Reserves General Fund Reserve $2,203,508 Special Reserves 7,902,046 Dental Self - Insurance Fund P.A.C. Endowment Fund Sub -Total Operating Funds Assessment District Reserve Funds Deferred Compensation Fund - Employees Cash with Fiscal Agent (Municipal Leasing) Special Enforcement Unit -South Sub -Total Restricted Funds TOTAL OTHER CASH FUNDS -21- $146,289 2,830,426 1,537,868 753,408 274,205 89, 601 1,655,997 5,072,778 188,451 3, 642 21,733 0 37,896 59,296 0 60,054 4,300 10,105,554 6,329 1,754,220 24,602,047 268, 905 11,878,935 182,797 13,886 12,344,523 $36,946,570 CITY OF ROHNERT PARK PROJECTED RESERVES FY 2002 -03 Notes: (1) An amount equal to 14.5% of total health insurance, dental & eye care cost (1 a) Additional deposit from General Fund per actuar (2) Yearly principal payment from CDC for Theatre (P.A.C.) Loa (3) Estimated refund from REMIF (4) $785,000 earmarked for capital items per bond requiremen (5) Transfer to General Fund to pay for self- insured losses (25% of premiums & deduct. billinc (6) Transfer to General Fund for sidewalk repai (7) Transfer from General Fund Costco proceeds to replenish reserve balanc( (8) Transfer from General Fund Costco proceeds. Principal retained and interest earnings to fund operation (9) Transfer to General Fund to balance budge -22- 6/30/01 Additions Est 6/30/02 Additions Est 6/30/03 Balance (Deletions) Balance (Deletions) Balance General Fund Reserve $2,203,508 (785,000) (4) $2,203,508 (1,485,269) (9) 718,239 785,000 (7) (9.5% of net GF expenditures; Special Reserves: General Fund Endowment Reserve 0 3,283,061 (8) 3,283,061 3,283,061 Infrastructure Reserve 0 0 0 Capital Replacement Reserve 0 785,000 (4) 785,000 (278,950) (9) 506,050 Self Insured Losses: Property & Liability 377,854 71,303 (3) 73,885 (135,272) (5) (105,000) (5) (240,000) (1) 40,000 (3) 8,885 Worker's Compensation 901,287 (135,780) (5) 793,497 (97,500) (5) 27,990 (3) 40,000 (3) (250,000) (1) 485,997 Retired Employee Health Ins, 1,277,500 240,000 (1) 1,517,500 250,000 (1) 300,000 (1a) 2,067,500 Active Employee Health Ins 0 0 Reserve for Housing Programs 222,399 (45,000) (6) 177,399 177,399 Miscellaneous Reserve (From CDC Theatre (P.A.C.)Pmts; 35,000 38,000 (2) 73,000 42,000 (2) 115,000 Reserve for Dev. of Addit. Recreation Faciliti 163,257 163,257 163,257 Reserve for Purchase of Video Equipmen 70,000 70,000 70,000 Reserve for Retirement Costs 697,922 697,922 697,922 Miscellaneous Safety 267,525 267,525 267,525 Total Special Reserve: $4,012,744 $3,889,302 $7,902,046 '($59,450) $7,842,596 TOTAL ALL RESERVES $6,216,252 $3,889,302 $10,105,554 ($1,544,719) $8,560,835 Notes: (1) An amount equal to 14.5% of total health insurance, dental & eye care cost (1 a) Additional deposit from General Fund per actuar (2) Yearly principal payment from CDC for Theatre (P.A.C.) Loa (3) Estimated refund from REMIF (4) $785,000 earmarked for capital items per bond requiremen (5) Transfer to General Fund to pay for self- insured losses (25% of premiums & deduct. billinc (6) Transfer to General Fund for sidewalk repai (7) Transfer from General Fund Costco proceeds to replenish reserve balanc( (8) Transfer from General Fund Costco proceeds. Principal retained and interest earnings to fund operation (9) Transfer to General Fund to balance budge -22- CITY OF ROHNERT PARK 2002 -03 Budget RESERVE FOR CAPITAL IMPROVEMENTS AND INFRASTRUCTURE REPAIR & MAINTENANCE Balance - July 1, 2002 Source of funds: 10% of the following General Fund Revenues: 1. Secured Property Tax $202,000 2. Transient Occupancy Tax 135,000 3. Sales Tax 635,000 Total Source of Funds Total Available Funds Use of Funds: Transfer to General Fund (2002 -03 revenue -see above) Estimated Uncommitted Balance -23- $0 $972,000 $972,000 ($972,000) $0 CITY OF ROHNERT PARK 2002 -03 Budget General Fund GENERAL FUND CASH BAL 7/1/02 REVENUES: Property Taxes Taxes (Other Than Property) Licenses and Permits Fines Interest and Rents From Other Agencies Charges for Current Services Miscellaneous Sub -total REVENUE ADJUSTMENTS: Trans to Infrastructure Reserve Tran to Res. For Dev of Addit Comm. Fac NET REVENUE OTHER SOURCES (USES) OF CASH: From Gas Tax Fund From Dev Imp Fund & Sewer Conn Fee From Reserve for Housing Programs From Reserve for Self - Insured Losses From Capital Replacement Reserve From Rent Appeals Board Fund From General Fund Reserve To Retired Employees Health Reserve From Reserve for Addit Rec Fac To Reserve for Retirement Costs -Misc To Reserve for Retirement Costs - Safety From Measure M Funds From SLESF (AB 3229) Fund From LLEBG Fund TOTAL NET SOURCES OF CASH EXPENDITURES: General Government Public Safety Public Works & Inspection Parks and Recreation Other Sub -total Exp. Charged To Water Operation Exp. Charged To Sewer Operation Exp. Charged to Community Dev. Commission /Housing Exp. Charged to Community Dev. Commission /Projects Exp. Charged to RP Housing Financing Auth. Exp. Charged to Refuse Enterprise Fund TOTAL EXPENDITURES & TRANSFERS GENERAL FUND CASH BAL 6/30/03 - EST -24- Approved Budget $0 2,205,000 8,750,215 845,000 205,000 1,825,600 2,766,000 2,615,275 1,088,000 $20,300,090 0 0 $20,300,090 237,000 100,000 0 202,500 278,950 0 1,485,269 (300,000) 0 0 0 410,000 100,000 30,000 $22,843,809 6,570,891 12,096,313 3,335,441 3,399,022 1,036,749 $26,438,416 (1,451,400) (967,600) (514,000) (448,000) (16,000) (197,607) $22,843,809 ($0) REVENUES Property Taxes Property Taxes - Secured Property Taxes - Unsecured H.O.P.T.R. Total Property Taxes Other Taxes Real Property Transfer Tax Sales and Use Tax Transient Occupancy Tax Franchises P.G. & E. Century Cable TV Refuse Franchise Fee Total Other Taxes Licenses and Permits Business Licenses Animal Licenses Building Permits Plan Check Fees Total License & Permits CITY OF ROHNERT PARK 2002 -2003 Budget GENERAL FUND REVENUES Revised Budget Est. Actual Budget 2001 -02 6/30/2002 2002 -03 $2,124,000 35,000 50,000 $2,209,000 $225,000 6,100,000 1,450,000 290,000 300,000 354,500 $8,719,500 $450,000 55,000 245,000 150,000 $900,000 $2,093,456 147,711 52,715 $2,293,882 $257,774 5,977,737 1,339,175 363,853 269,508 418,050 $8,626,097 $506,399 51,149 240,868 137,066 $935,482 % INCR/ (DECR) $2,020,000 -5% 135,000 286% 50,000 0% $2,205,000 0% $120,000 -47% 6,350,000 4% 1,350,000 -7% 300,000 3% 275,000 -8% 355,215 0% $8,750,215 0% $485,000 8% 55,000 0% 225,000 -8% 80,000 -47% $845,000 -6% Fines, Forfeits & Penalties Vehicle Code Fines $70,000 $82,955 $100,000 43% Parking Fines 70,000 63,481 70,000 0% Impound Fees 15,000 20,015 20,000 33% Other Court Fines 15,000 20,160 15,000 0% Total Fines, Forfeits & Pen. $170,000 $186,611 $205,000 21% Rev from Use of Money & Property Investment Earnings Rent: Golf Courses Rent Other: Ch 22, Stadium Rent: Billboard Land Lease Rent: Land N. of Big 4 Rents Lease: Main Station Cell Towers CDC Land Leases Rent: Royal Coach Chevron YMCA Bldg Lease Rent: Alternative Ed. School Lease: Wine Center Lease: Wellness Center Total Rev Use of Money & Prop. $1,400,000 200,000 32,000 10,000 3,200 15,500 210,000 7,800 600 2,500 45,000 70,000 $1,996,600 IPk02 $1,296,483 200,000 33,330 5,127 3,144 16,502 210,000 4,213 350 2,508 43,216 73,651 $1,888,524 $1,200,000 200,000 33,000 10,000 3,200 15,500 210,000 7,800 600 2,500 45,000 98,000 $1,825,600 -14% 0% 3% 0% 0% 0% 0% 0% 0% 0% 0% 40% -9% REVENUES Rev from Other Agencies State Motor Veh In Lieu Off High Motor Vehicle Lic. Public Safety Augment. Fund Grants: General Fund Misc. Other Rev. (booking fees) P.O.S.T. Reimbursements SB 90 Mand Costs Reimb. Lease Purchase Revenue Total Rev Other Agencies Charges for Current Services Zoning & Subdivision Fees General Plan Maintenance Fee Plan Review Fee (Fire) Sale of Maps, Etc. Special Public Safety Serv. Fire Company Inspection Fee Vehicle Abatement Revenue Animal Shelter Fees Engineering Fees Weed Abatement Sub -Total Chgs. For Curr Svc. Recreation Related Income Sports Center Swimming Pools Special Contract Classes Teen Center R.P. Comm Cntr Rentals Burton Ave Center Rentals Benecia Youth Center Ladybug Rec Building Recreation Programs Senior Center Total Recreation Income Performing Arts Center Assessment District Admin. Library Landscape Maint. School Grounds Maintenance Recreation Grants Total Charges Current Services Miscellaneous Income /Donations Sale of land /buildings Total General Fund Revenues Revised Budget Actual Budget 2001 -02 6/30/2002 2002 -03 $2,100,000 800 190,000 245,000 120,000 55,000 110,000 0 $2,820,800 $28,000 11,750 26,000 1,100 42,000 50,000 70,000 40,000 10,000 5,000 283,850 506,000 275,000 150,500 12,300 89,300 21,000 0 1,000 300,000 60,175 $1,415,275 498,500 0 1,600 136,500 605,000 $2,940,725 $82,800 $1,950,000 $21,789,425 $2,379,893 1,688 179,501 376,639 517,717 60,858 54,468 0 $3,570,764 $38,615 55,823 0 1,340 62,988 47,978 67,783 48,113 14,581 2,080 339,301 371,705 264,203 147,231 4,517 67,588 19,025 0 1,246 284,776 65,875 $1,226,166 469,084 0 1,620 133,839 0 $2,170,010 $225,357 $5,999,529 $2,200,000 1,000 190,000 150,000 105,000 45,000 75,000 0 $2,766,000 $28,000 40,000 20,000 1,300 45,000 50,000 70,000 45,000 10,000 2,000 311,300 504,500 210,000 164,000 600 98,500 21,000 0 1,000 425,800 55,175 $1,480,575 655,300 0 1,600 136,500 30,000 $2,615,275 $88,000 $1,000,000 % INCR/ (DECR) 5% 25% 0% 39% 13% 18% 32% 0% -2% 0% 240% 100% 18% 7% 0% 0% 13% 0% -60% 10% 0% -24% 9% -95% 10% 0% 0% 0% 42% -8% 5% 31% 0% 0% 0% -11 6% 25,896,256 $20,300,0 90 -7% Total excluding Sale of land /bldgs _ and Recreation Grants $19,2342425 $19,896,7 27 19,270,090 00/0 -26- 14% REVENUES BY MAJOR CATEGORY 5% 1% 4% I3 TAXES ❑ LICENSES & PERMITS ❑ FINES ® INTERESTS & RENTS REVENUE FROM OTHER AGENCIES ®CHARGES FOR SERVICES MISCELLANEOUS -27- 54% PUBLIC WORKS 12% =, • 0 IV OTHER 4% i Irea • 0% u- -29A- PUBLIC SAFETY 46% it M u'1 1 o ii QEo�lo I� °m Irn° am 0) O cr Z W Id (mD r W 1 N p III w. 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N OL am ami ami O O o rn c 0 a ;c N O c a) m- o m ._ m E0omm> �= O =w-oomaa)d- 3a)�mm wwo�ina0�1 -a 1-( nOamm(nxf- UO >¢wL-x >(n0(nwUawl -� F �U Mo. -J 1- 1- 00 00 � N n � OV O <V - X tV n 0 u!V � OO N0 0000000 OOtiN OM V'ONOMOCOIO O I� OO�- 0- V C (V 00� N N N N N O O_O V rl' to In to I!0 to to 1n U0 In In to 0 In In to to 1n 10 to (D (O 0 0 (0 O N N CITY OF ROHNERT PARK 2002 -2003 Budget Parks and Recreation Expenditures Page 1 of 3 Center Employee Services 4101 Regular Salaries 4110 Longevity Pay 4120 Fire Engineer Pay 4201 Part-Time Payroll 42XX Part-Time Payroll 4401 Overtime Pay 4501 Holiday Pay 4800 Training and Education 49xx Employee Benefits Allocation --- ----- -- $152,396 TOTAL Supplies and Other Services 5100 Office Supplies 5210 Special Departmental Supplies 521X Recreation Dept supplies 5220 Heat, Light and Power 523X Telephone 5251 Clothing Allowance 5260 Dues and Subscriptions 5270 Vehicle Operating Supplies 528X Concession Purchases 5310 Facility Maint. /Routine 5313 Facility Maint. /Non- Routine 5330 Special Dept. Equip. (R &M) 5340 Office Equip. (R &M) 5350 Small Tools 5370 Equipment Rental 6101 Cont. Srvcs.(incl. Indsp. maint.) 6110 Professional Services 6310 Equipment Leases 6600 Travel and Meetings 6910 Miscellaneous Other Charges --------------- $0 TOTAL $0 Other Expenditures 9XXX Capital Outlay Detail on $3,200 page 53 et sequentia 210 -7100 Lease Debt Prin. Pmts. (pg. 26) 210 -7200 Lease Debt Int. Pmts. (pg. 26) 3,000 e TOTAL 22,500 187,500 TOTAL EXPENDITURES CITY OF ROHNERT PARK 2002 -2003 Budget Parks and Recreation Expenditures -33- Community Burton Ave. Ladybug Scout Center Comm. 5830 5840 5860 5870 6300 ------ --- -- ---- - ----- -- - - ---- --- -- -- --- -- --- -- ---- --- --- --- Recreation Sports- Center Teen Total Commission Center Grounds - ----- --- - - ---- Center --------------- --------------- ---- --- - --- - -- 5100 --------------- 5810 - ---- 5815 - ----- --- --- --- 5820 - - - ----- -- -- -- --- $152,396 ---- ----- - -- --- --- ----- -- $152,396 3,998 3,998 0 0 57,200 43,700 0 0 0 23,336 23,236 ---- -- --- - --- -- ---- - -- ---- --------------- $236,930 --------------- $0 ----- ---- ---- -- $223,330 $0 $0 $3,200 $3,200 12,250 250 7,500 3,000 e 22,500 187,500 22,500 a 55,000 14,000 500 12,450 4,000 500 0 175 175 0 2,000 2,000 b 124,400 45,000 c 3,000 2,000 0 0 2,000 2,000 0 0 53,200 17,800 d 25,000 f 19,000 19,000 0 550 550 0 - --- - -- - - - ----- ------------- $439,225 --- ----- - ----- $975 -- -- ---- - - - - - -- $178,000 --- ----- $45,000 $3,000 $7,500 $7,500 0 0 -- --- --- --- ------ $7,500 $0 ------ - -- ---- $7,500 -- -- -- --- -------- -- $0 --- ----- -- - --- $0 - -- -- --- -- - --- - ---- ---- -- -- -- $683,655 -- ----- -- --- --- $975 ---- -- --- $408,830 $45,000 $3,000 -33- Community Burton Ave. Ladybug Scout Center Libra Rec. Center Rec. Bldg. Hut N 5830 5840 5860 5870 6300 ------ --- -- ---- - ----- -- - - ---- --- -- -- --- -- --- -- ---- --- --- --- 13,500 100 $13,600 $0 $0 $0 - $0 1,500 90,000 15,000 13,000 6,500 550 900 54,000 g 11,000 h 7,500 i 900 j 1,000 7,000 1,000 k 2,400 - -- --- - - ---- - ---- --- - - - -- -- --- ----- - -- - -- - --- ---- - -- --- - ---- - - - - -- - $153,000 $33,550 $21,400 $900 $3,400 $0 $0 $0 $0 $0 -- --- --- - --- --- -- ---- -- - - -- --- - ------- - -- - -- - - -------------- - --- ---- -- -- -- ------- -- - -- --- - -- -- --- --- --- --------------- $166,600 $33,550 $21,400 $900 $3,400 CITY OF ROHNERT PARK 2002 -2003 Budget Parks and Recreation Expenditures -34- Roberts Cater- Colegio Eagle Honeybee Ladybug Sunrise Magnolia Lake Park Park Alicia Benecia pillar Vista Dorotea Park Park Park Park Park Park Park Park Total Maint. Park Park Park Park Park Page 2 of 3 4015 4016 4017 4 018 4019 4020 4021 4022 4001 4010 4011 4012 4013 4014 Employee Services - 4101 Regular Salaries $468,111 $468,111 4110 Longevity Pay 20,820 20,820 4201 Part-Time Payroll 48,000 48,000 451X Education Stipend 2,820 2,820 4800 Training & Education 500 500 49xx Employee Benefits Allocation 138,123 138,123 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 TOTAL $678,374 $678,374 $0 Supplies and Other Services 510 Office Supplies and Expense $0 0 2.400 2'000 6,000 4.500 1,500 900 5140 Books/Pamphlets/Periodicals 20,000 4,000 4,000 1.200 3,000 2,000 3,900 5,000 6,500 10,000 1 ,000 800 5210 Special Departmental Supplies 60,400 6,000 2,500 200 1,06000 1,500 3,000 5,00 3,600 5220 Heat, Light and Power 41,700 600 10 5230 Telephone 2,200 800 700 5260 Dues and Subscriptions 200 200 1,000 1,000 1,800 10,000 5270 Vehicle Operating Supplies 8 Exp. 0 2,000 1,800 1,400 800 2,200 2,000 5310 Facility Maint./Routme 28,900 500 4,000 5313 Facility Maint. /Non - Routine 0 5330 Special Dept. Equip. (R&M) 1,500 1,500 5350 Small Tools 1,500 0 1,500 14,400 13,000 30,000 35.000 7,000 10,00 5370 Equipment Rental 16,000 16,000 25,000 4,800 11,000 17.000 20,400 15,200 6101 Cont. Srvcs.(incl. Indsp. maint.) 234,800 6310 Rent, Leases and Taxes 0 6600 Travel and Meetings 0 6910 Miscellaneous Other Charges 0 0 __ $22,400 $16,000 $43,500 $51,300 $19,500 $12,100 $371,200 $41,100 $30,700 $33,500 $6,200 $17,400 $21,900 $28,100 $27,500 TOTAL Other Expenditures 9XXX Capital Outlay Detail on page 53 et sequentia $0 210 -710( Lease Debt Prin. Pmts. (pg. 26) 0 210 -7201 Lease Debt Int. Pmts. (pg. 26) 0 - $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 TOTAL $6,200 $17,400 $21,900 $28_100 $27,500 $22,400 $16,000 $43.500 $51 -300 $19,500 $12,100 TOTAL EXPENDITURES $1,049,574 $719,474 $30,700 $33,500 -34- CITY OF ROHNERT PARK 2002 -2003 Budget Parks and Recreation Expenditures support Activities Total Parks Page 3 of 3 Recreation Employee Services 4101 Regular Payroll 4110 Longevity Pay 42XX Part-Time Payroll (Spec.Prgms.) 42XX Part-Time Payroll 4401 Overtime Payroll 4510 Holiday Pay 4520 Other Salaries 4800 Training and Education 49XX Allocation of Employee Benefits Pool --------------- TOTAL Pool ----------- - --- Supplies and Other Services 5100, 5150 Office Supplies 5130 Postage 5140 Books, Pamphlets & Periodicals 5210 Spec. Dept. Supplies 5212-5219 Recreation Department Supplies 5220 Heat, Light, Power 5230 Telephone 5241) Advertising & Publications 5250 Uniforms 5260 Dues and Subscriptions 527X Vehicle Oper.Suppl.(Gas & Oil) 5280 Concession Purchases 5310 Facility Maintenance /Routine 5313 Facility Maintenance /Non- Routine 5320 Vehicle Repairs & Maint. 5330 Spec. Dept. Equip. (R &M) 5340 Office Equipment (R &M) 5350 Small Tools 5370 Equipment Rental b1U1 Contractual Services 6110 Professional Services 6310 Equipment Leases 6600 Travel and Meetings 6710 Community Promotion 6910 Misc. Other Charges TOTAL 30,700 f Other Expenditures gXXX Capital Outlay - Detail on 33,300 j page 53 et sequentia 210 -7100 Lease Debt Prin. Pmts. (pg.26) 210 -7200 Lease Debt Int. Pmts. (pg. 26) TOTAL TOTAL EXPENDITURES CITY OF ROHNERT PARK 2002 -2003 Budget Parks and Recreation Expenditures support Activities Total Parks Total Recreation Contract Recreation Coddling Senior Senior Citizen RP Com. Alicia Benecia Ladybug Honeybee Pool Magnolia Pool School Grounds and Rec. Pages 1 -3 Support Activities Admin. Classes Programs Center Mini -Bus Stadium Pool --------------- Pool ----- -- ------ -- Pool ----------- - --- --- ------------ ___ -------------- - ------- --- ---- 5200 -------------- 5300 ---- ------ ----- 5400 ---- ----------- 5501 ---- ---- -- - -- -- 5502 ---- ----- 5600 5710 ---- --- 5720 -- ------ ------- 5730 --- ---------- -- 5740 -- -- ----------- 5750 --- -- ----- ----- ------- -- - - --- ------ ----- ---- -- ------- ------ ------ --- ------ ------ ---- ---- - ---- ----- - - ---- ----------- ---- -------- $1,226,690 $606,183 $400,633 $65,178 $120,372 4,284 42,117 194,400 17,299 194,400 13,015 184,900 b 9,500 30,700 f 24,100 g 27,500 h 39,700 i 33,300 j 278,500 173,300 18,000 0 0 2,820 0 0 0 0 3,300 2,800 2,800 8,506 30,711 1,000 450 600 3,400 500 ----------- ---- 297,070 --- 135,611 90,444 - --- --- -8,0 --- $0 $0 $31,700 $24,550 $28,100 --------- - - - - -- $63,100 ------- -- -- --- $33,80 2,-0 4,- $2,044,897 1-,- 29,--- 3 $1,129,593 06--- 2 $506,892 $18,000 $ $258,584 $164,867 $14,200 $11,000 $8,500 $2,500 1,500 5,000 350 5,000 350 3,500 250 100 500 4,600 5,000 3,000 8,000 6,000 5,000 108,550 141,1UU 35,900 118,t5ou 800 1U1,tiuo c 3,000 1 /,UUU 14,000 6,000 6,000 2,000 15,000 5,000 2,500 312,700 83,500 30,000 5,000 500 200 700 500 800 1,000 500 23,850 /UU 9,200 11)U 21JU buo 300 300 300 250 2,325 10,300 1,950 10,300 1,700 6,400 1,400 2,500 2,000 3,000 2,500 4,000 2,000 15,500 13,500 24,000 d 1,000 2,000 2,000 1,000 2000 1 189,500 36,200 2,000 30,0 0 k 32,000 9,500 32,000 9,500 3,000 4,500 2,000 100 200 100 500 200 2,600 15,300 1,100 13,300 9,500 3,500 100 100 100 1,500 0 0 466,000 0 1/8,000 12,bw a buu b,000 e 1U1),uuu 19,000 0 0 2,550 0 2,000 1,000 1,000 0 0 2,000 2,000 2,000 $1,374,825 $564,400 $37,150 $72,500 $107,500 $90,850 $5,000 $20,700 $15,500 $16,700 $9,500 $64,100 $16,000 $108, $9,300 $1,800 $600 $600 $600 0 0 0 0 --------------- $9,300 --- $o $o $O $o - $O $0 $600 ----------- _ $600 --------------- $600 - ----------- --- $O ------ ------ --- - $0 -- $0 ---- $3,429_022 $1_695_793 $544_042 -- ------- - ----- $90_500 ------ --------- $366_084 ---- ------- - --- $255_717 ---- ---- ------- - $5_000 --------------- $20_700 --------------- $47_800 $41_850 $38_200 $127_200 - $49_800 $108_90_ -35- CITY OF ROHNERT PARK 2002 -03 Budget Summary of Lease Payments Department 1930 General Govt Original Public Safety Dept. - - -- Description ----- - - - - -- Police Protection - 2200 Police Cars Comm Center Grounds 5815 PS Records system Fire Protection 2300 Fire Truck Recreation software Subtotal City Manager 1200 Vehicle Non - Departmental 1900 Vehicle (Info Services Manager) Non - Departmental 1900 Telephone System /Data Network Public Safety 2200 Police Cars Fire 2300 Vehicle (Fire Commander) Youth & Family 2800 (2) Vehicles Public Works 3300 Vehicles Recreation Admin. 5200 Van Senior Mini Bus 5502 Van Subtotal General Govt 1900 Fiber Optic Network Main Station 2510 Network wiring & Equipment Sports Center 5810 Nautilus Equipment Subtotal General Govt 1900 Public Safety 2200 Public Safety 2200 Public Works 3300 Comm Center Grounds 5815 Public Safety Public Works Fund 310 Fund 310 Grand Total 2200 3300 Teleworks /website (MEL) Police Cars (MEL) CAD /RMS System (MEL) Vehicles (MEL) Lift (MEL) Subtotal PS Vehicles PW Manager Vehicle Subtotal 2000 -13 Energy Savings Improvements TBD Finance System 7100 7200 Principal Interest Total --- - - - - -- -- - - - - -- --- - - - - -- 200,443 9,721 210,164 106,500 5,538 112,038 46,219 3,317 49,536 312,000 55,228 367,228 56,820 11,230 68,050 33,312 11,269 44,581 43,000 15,000 58,000 --- - - - - -- --- - - - - -- --- - - - - -- $798,294 $111,303 $909,597 -36- Fiscal Year of Final Maturity Date -------- - - - - -- 2002-03 2002 -03 2002 -03 2002 -03 2002 -03 2002 -03 2002 -03 2002 -03 2002 -03 2002 -03 2002 -03 2002 -03 2002 -03 2003 -04 2003 -04 2003 -04 2005 -06 2005 -06 2005 -06 2005 -06 2005 -06 2005 -06 2005 -06 2006 -07 2008 -09 CITY OF ROHNERT PARK 2002 -03 Budget Golf Courses Willows Course (South Course -Old Rohnert Park Municipal Golf Course) Redwoods Course (North Course -New Mountain Shadows Golf Course) The City has an agreement with CourseCo under which said firm leases both of the City's golf courses commencing May 30, 2001. The lease is for a 20 year term with an optional extension of -10 years. There is an interim term of '2 years for construction. The payment terms are as follows: Base Rent Percentage From Percentage From Golf Receipts Food /Bev /Merck Interim Period $200,000 0% 4% Years 1 -5 $350,000 12.5% 4% Years 6 -10 $400,000 13.5% 5% Years 11 -15 $450,000 15.0% 6% Years _16 -20 $500,000* 20.0% 6% Years 21 -30 $500,000* 20.0% `6% * or the greater of 70% of the average of the rent paid for the previous 3 years For the first 10 years, CourseCo will deposit into a trust account 3% of gross annual revenues for future capital improvements to the courses. For years 11 -30, CourseCo will deposit 2% into the trust account. The City of Rohnert Park is not required to deposit into the capital improvement fund. CourseCo shall make a capital contribution of $2.25M for the improvements designated in the required work for both the north and south courses. The City of Rohnert Park shall contribute '$1M of its redevelopment agency funds to assist, in the capital improvements of the north and south courses. If additional funds are needed for improvements, the City of Rohnert Park and CourseCo agree to split, on a 50/50 basis, the cost and /or debt service of an additional $1M. The City of Rohnert Park agreed to hold the losses in the Interim Period to a minimum by off- setting ;losses up to '$100,000 of its Interim Base Rent. CourseCo agreed to .reduce its management fee from 5% to 3% during the Interim Period to help off -set any losses. The City agreed to extend the Interim Period, not to exceed 12 ,months. The City also agreed to accept the Percentage Rent or Base Rent, whichever is greater, not to be less than $200,000 during the Interim Extension Period. 2002 -03 GOLF COURSES RECAP Revenue: Rent from CourseCo -Lease $200,000 TOTAL $200,000 -37- CITY OF ROHNERT PARK 2002 -2003 Budget SPORTS CENTER- DEPARTMENT 5810 BUDGET 2002 -2003 REVENUES: SALE OF RESIDENT CARDS $25,000 ADULT SPORTS 52,000 MSM GYM FEES 3,000 320,000 MEMBERSHIPS 30,000 OPEN GYM EQUIPMENT RENTALS 1,000 FACILITY RENTALS 21,000 PRO SHOP SALES 2,000 CONTRACT CLASSES 28,000 SPORTS LEAGUES 19,000 DROP -IN CHILD CARE 500 VENDING MACHINE INCOME 3,000 TOTAL REVENUES $504,500 EXPENDITURES: Employee Services: SALARIES -FT EMPLOYEES $152,396 LONGEVITY PAY 3,998 PART -TIME LABOR 43,700 EMPLOYEE BENEFITS 23,236 Sub -total employee services 223,330 Supplies & other expenditures: OFFICE SUPPLIES 3,200 SPEC DEPT SUPPLIES 7,500 SPORTS SUPPLIES (incl.$3,400 for publicity) 22,500 HEAT /LIGHT /POWER 55,000 TELEPHONE 4,000 FACILITY R & M /ROUTINE 45,000 FACILITY R & M /NON - ROUTINE 0 OFFICE EQUIP R & M 2,000 CONTRACTUAL SERVICES (incl. `classes) 17,800 - PROFESSIONAL SERVICES 19,000 EQUIPMENT LEASE 0 PRO SHOP PURCHASES 2,000 Sub -total supplies & other expenditures 178,000 Capital outlay detail on page 57 et sequentia 7, 500 TOTAL EXPENDITURES $408,830 NET INCOME/(CITY SUBSIDY) $95,670 -38- CITY OF ROHNERT PARK 2002 -2003 Budget CODDING SENIOR CENTER - DEPARTMENT 5501 SENIOR CENTER VAN- DEPARTMENT 5502 BUDGET 2002 -2003 REVENUES: --- - - - - -- RENT $10,000 FEDERAL GRANT 7,575 CONTRACT CLASSES 4,000 EXCURSIONS 12,000 _SPECIAL ACTIVITIES 15,000 DONATIONS 2,000 SENIOR VAN 2,500 MISCELLANEOUS 2,100 TOTAL REVENUES $55,175 EXPENDITURES: Employee Services: SALARIES -FT 'EMPLOYEES $120,372 LONGEVITY PAY 4,284 PART -TIME PAYROLL 9,500 EMPLOYEE BENEFITS 30,711 Sub -total employee services 164,867 Supplies & other expenditures: OFFICE SUPPLIES 2,500 POSTAGE 1,500 BOOKS /PAMPHLETS /PERIODICALS 100 SPEC DEPT SUPPLIES 3,000 EXCURSIONS /SPECIAL EVENTS 17,000 ADVERTISING /PUBLICATIONS 500 DUES & SUBSCRIPTIONS 250 HEAT /LIGHT /POWER 30,000 TELEPHONE 5,500 VEHICLE GAS & OIL 2,500 VEHICLE REPAIR & MAINT. 2,000`` FACILITY R & M /ROUTINE 24,000 FACILITY R & M /NON- ROUTINE 2,000 OFFICE EQUIP R & M 3,500 CONTRACTUAL SERVICES 500 TRAVEL & 'MEETINGS 1,000 Sub -total supplies & other expenditures 95,850 Capital outlay detail on page 57 et'sequentia 0 TOTAL EXPENDITURES $260,717 NET CITY SUBSIDY ($205,542) -39- Sports Recreation Center Commission Revenues $504,500 $0 Expenditures 408,830 .975 Profit or (Loss) Before Administration allocatic .$95,670 - ($975) Allocation of Recreation Administration 59,845 21,762 City Subsidy After $35,825 '($22,737) Administration allocatic Contract Classes $164,000 90,500 $73,500 65,285 $8,215 Recreation Comm Centers Programs - Rentals $425,800 $98,500 366,084 166,600 .$59,716 ($68,100) 201,295 43,523 ($141,580) ($111,623) CITY OF ROHNERT PARK 2002 -2003 Budget Recreation Department Teen Burt Ave. Lady Bug Senior Center Rec Center Rec Bldg "Center /Van $600 $21,000 $1,000 $55,175 r 3,000 33,550 21,400 260,717 ($2,400) .($12,550) ($20,400) ($205,542) 5,440 5,440 5,440 '54,404 ($7,840) '(517,990) ($25,840) ($259,946) -ao. A Pool $36,000 47,800 ($11,800) 16,321 ($28,121) B Pool $40,000 41,850 ($1,850) 16,321 ($18,171) L H Pool Pool $26,000 .$84,000 38,200 97,200 ($12,200) ($13,200) 16,321 .16,321 ($28,521) ($29,521) M Pool $24,000 49,800 ($25,800) 16,321 ($42,121) Totals 51,480,575 1,626,507 ($145,932 544,042 ($689,973. CITY OF ROHNERT PARK 2002 -2003 Budget PERFORMING ARTS CENTER TOTAL BUDGET Productions/ 2002 -03 Admin Programming Rentals --- - - - - -- REVENUES: Admissions - --- - - - - -- $245,000 --- - - - - -- --- - - - - -- $245,000 Fundraising 16,000 16,000 135,500 Facility Rentals 135,500 17,000 17,000 Concessions 150,000 140,000 10,000 Sign Rental Income 70,000 70,000 Interest Earned - 21,800 ,21,800 Miscellaneous TOTAL REVENUES $655,300 $264,800 $245,000 $145,500 EXPENDITURES: Salaries-FT Employees $321,640 $321,640 Longevity Pay 7,877 89,000 7,877 89,000 Part'Time'Labor - - Training &- Education 1,000 1,000 Employee Benefits 76,232 76,232 Sub -total employee services $495,749 $495,749 $0 $0 Supplies & other expenditures: $2,000 $2,000 Box Office Supplies 2,000 2,000 "Office Supplies 7,500 7,500 Bank Charges 7,500 7,500 Postage Spec Dept Supplies 5,500 2,500 1,500 - 1,500 Heat /Light /Power 34,000 34,000 Telephone -, 7,800 68,000 7,800 20,000 48,000 Advertising /Publications 1,000 _1,000 Vehicle Gas & Oil 8,500 8,500 Concessions Facility R & M /Routine 26,500 26,500 Facility R & M /Non - Routine 0 200 0 200 Vehicle R & M Spec Dept Equip ,R & M 13,000 5,000 3,000 5,000 Office Equipment R & M 2,600 2,600 Contractual Services 7,000 7,000 0 Equipment Leases 0 1,400 1,400 Travel & Meetings 89,000 0 89,000 Programming Promotions /FOH 1,500 1,500 Fundraising 1,000 1,000 Sub -total supplies & other exp. $286,000 --- - $138,000- - $141,500 - - - $6,500 - TOTAL EXPENDITURES - - - -- $781,749 $633,749 $141,500 $6,500 CITY SUBSIDY ($126,449) ($368,949) $103,500 $139,000- -41_ CITY OF ROHNERT PARK 2002 -03 Budget CAPITAL OUTLAY FUND Use or Area Recreation Facilities: Neighborhoods A & B Colegio Vista (C) Dorotea Park (D) Eagle Park (E) Ladybug Park (L) Mt. Shadows /Coleman Vlly (H) Rohnert Foothills Sunrise Park (S) Golis Park (G) R Section Area S. of E. Cotati Ave. (M) Area W. of Highway 101 Other Community Facilites: From Residential Devel. From Commercial Devel. Open Space - New Construction Total Notes: 1. Typical fees on developments and 2002 -03 2002 -03 Balance Anticipated Est. total 6/30/2002 Revenue Available ($31,937) $0 ($31,937) 0 0 0 0 0 0 0 0 0 0 0 0 50,020 0 50,020 0 0 0 7,195 0 7,195 0 b. 0 175 0 175 0 96,030 96,030 1,744 0 1,744 801 925 170,121 450 89,100 with three bedrooms 1,185 80,220 450 39,037 49,500 88,537 $67,035 $314,850 $381,885 Notes: 1. Typical fees on developments and allocations (eff. 3/26/98) Total Recreation Other Comm Fees Facilities Facilities a. Single family homes: with one bedroom w $1,050 $350 $450 with two bedrooms 1,285 585 450 with three or more bedrooms 1,455 755 450 b. Duplexes, apartments, condos with one bedroom 870 170 450 with two bedrooms 925 225 450 with three bedrooms 1,185 485 450 with four or more bedrooms 1,340 640 450 C. Adult only mobile home parks with one bedroom 630 - -- 450 with two bedrooms 750 50 450 with three or more bedrooms 870 170 450 d. Mobile home parks with children with one bedroom 750 50 450 with two bedrooms 870 170 450 with three or more bedrooms 925 225 450 2. Commercial and industrial development pay $.42 per square foot of structure. All of these funds are earmarked for community facilities. 3.. Anticipated revenue is based on expected development which is subject to considerable fluctuation. .�_ Open Space $250 250 250 250 250 250 250 180 250 250 250 250 250 CITY OF ROHNERT PARK 2002 -03 Budget Capital Outlay Fund Projects in Progress, Anticipated, or for Consideration: Some of the listed projects have been or may be approved for funding from other sources such as T.D.A., General Fund, Community Development Commission, grants, etc. NOTE: All capital projects are identified in the 5 -Year Capital Improvement Program Budget. Bencia Pool Replace Heater Filter System Honeybee Pool Re- plaster Sunrise Park Soccer Field Renovation New Playground Equipment Benecia Park Youth Center Renovation Basketball Court Ciello & Caterpillar Parks New Playground Equipment Civic Center Mini Park Upgrade Colegio Vista Park New Playground Equipment Ladybug Park New Playground Equipment Community Center Beam Replacement Community Center Improvements Gazebo Campus Painting Sports Center New Fitness Equipment Air Conditioning System New Roof Indoor Swimming Pool Senior Center Expansion Performing Arts Center Electronic Sign Board Re -roof PAC 47 Public Works Refurbish Corp Yard Community Facilities Dog Park Skateboard Park West Side Public Safety Station City Hall Electronic Sign Board NDPES Permitting Community Fields Park CITY OF ROHNERT PARK 2002 -03 Budget MAJOR THOROUGHFARE DISTRICT Traffic Signals Fund Estimated Balance Available June 30, 2002 $829,577 Anticipated 2002 -03 receipts from construction: Based on 0 single family dwellings Based on 198 multi - family home dwellings 214,830 Based on 22 acres of commercial development 119,240 Total Funds Available 1,163,647 Estimated Expenditures: At -grade RR grade crossings 10,000 Total Estimated Expenditures 10,000 Anticipated Balance on June 30, 2003 $1,153,647 Notes: 1. Fees charged by the city for "traffic signals" are: a. The sum of $1,085 per unit for each single family home, duplex, apt. or condominium constructed. b. The sum of $5,420 per acre for property zoned for commercial or industrial use. C. The sum of $830 per unit for mobile home parks, adult or family. 2. The City has a master plan for which intersections will eventually be signalized. Said plan was approved by the City Council on April 23, 1979(Res. No. 79 -84) and is available for review in the City Engineer's office. -48- CITY OF ROHNERT PARK 2002 -03 Budget Consolidated Streets and Roads Budget Traffic Traffic Gas Congestion TDA Fund ..Totals TEA -21 Signals TFCA Tax Fund Relief - Funds Available: $0 $829,577 $0 $663,472 $106,159 $ 0 $1,599,208' Est. Balance 6/30/02, Designated Funds Anticipated Revenues: 783,200 334,070 35,000 822,000 411,267 2,385,537 37,000 2002 -03 ,Revenues 37, 000 Interest Earnings $35,000 $1,522,472 $106,159 $411,267 $4,021,745 Total Funds Available $783,200 $1,163,647 Proposed Uses of Funds: a. To General Fund for Street ($37,000) Maintenance & Engineering ($37,000) (200,000) Interest (200,000) (6,000) 2107 (61000) .2107.5 $0 ($243,000) $0 $0 ($243,000) Total Transfers to General Fund' $0 $0 b. Streets &'Road Projects (7,000) 1. City share of Sonoma County (7,000) (130,000) Trans. Authority Admin. (130,000) (305,000) 2. RPX Interchange Phase II 3. Camino Colegio Reconstruction (215,000) (90,000) (106,159) (614,000) 4. overlays 2001 (314,000) _(193,841), (500,000) (500,000) (210,000) 5. Overlays; 2002 6. Copeland Creek Culvert Extension (210,000) (248,779) (248,779) 7. Hinebaugh Creek Culvert Extension (254,200) 8. Commerce Blvd. Bike Path ( 254,200) (35,000) (35,000) (200,000) 9. Commerce Blvd. Bike Bridge (10,000) (90,000) (100,000) (90,000) 10. At' -grade RR grade crossings 11. - Neighborhood Traffic Calming (90,000) (311,267) (311,267) 12. Various Projects TBD ($35,000) ($1,559,620) ($106,159) ($411,267) ($2,905,246) Total Streets & Roads Projects ($783,200) ($10,000) ($3,148,246) ($783,200) ($10,000) ($35,000) ($1,802,620)_ '. ($106,159) ($411,267) Total Uses 2002 -03 $0 $0 $873,499 $0 $1,153,647 $0 ($280,148) Est 6/30/03 balance -49- CITY OF ROHNERT PARK 2002 -03 Budget Gas Tax Fund Budget 2107.5 (6,000) Total Transfers to General Fund ($237,000) ($6,000) $0 $0 $0 ($243,000) b. Streets & Road Projects 1. City; share of Sonoma County (7,000) (7,000) Trans. Authority Admin. (130,000) (130,000) 2. RPX Interchange, Phase II (90,000) (90,000) 3. Camino Colegio Reconstruction (75,000) (118,841) (193,841)' 4. Overlays 2001 0 (90,000)' 5. -At- Grade Railroad Crossings (90,000) (250,000) (500,000) 6. Overlays 2002 (250,000) 000) (210,000) 7. Copeland Creek Culvert Extension (210, 248,779) 0 ( 8.:HinebaughrCreek Culvert Extension (22,744) (74,629) (190,000) (90,000) ,798) (28,608) 9. Neighborhood Traffic Calming �- :90` Total Streets & Roads Projects ($362,744) $0 ($449,629) ($718,639) ($28,608) ($1,559,620) Total Uses 2002 -03 ($6 000) ($449, 629) ($718,639) ($28,608) ($1,802,620) ($599,744) , Est 6 /30/03 balance` ($55,752) $0 $6,819 ($231,215) $0 ($280,148) -50- 2107 2 2107.5 2 2106 2 2105 S SB 140 T Totals Funds Available: $161,992 $ $0; $ $250,448 $ $222,424' $ $28,608 $ $663,472 Balance 6 /30/02, Gas Tax Funds $ Anticipated Revenues: 8 345,000 6 6,000 2 206,000 2 265,000 3 822,000 2002 -03 Apportionments 3 37,000 Interest Earnings 3 37,000 ` ` $543,992 $ $6,000` $ $456,448 $ $487,424 $ $28,608 $ $1,522,472 Total Funds Available Proposed Uses of Funds: a. To General Fund for Street Maintenance & Engineering ( ($37,000) Interest ( ($37,000) ( (200,000) 2107 { {200, 000) CITY OF ROHNERT PARK 2002 -03 Budget Special Sewer Service Connection Fee Balance - June 30, 2002 $5,073,078 (1) Anticipated 2002 -03 Receipts: Fees from Development 1,159,959 Water /Wastewater Conservation Fee 39,975 Repayment of Loan to General Fund 75,100 (Street Lights purchase from PG &E) Total Anticipated Available $6,348,112 Anticipated Uses: Amount to be transferred to General Fund to pay for planning new facilities 50,000 Amount to be transferred to Sewer Operating Fund to pay for a portion of the Santa Rosa Subregional System debt service and capital prese 863,090 Amount to be transferred to Sewer Operating Fund to pay for Capital Preservation projects 1,000,000 Total Anticipated Uses $1,913,090 Anticipated Balance at June 30, 2003 $4,435,022 Notes: (1)Cash balance does not include $300,400 (6/00 balance) loaned to other funds the purchase of the city's street light system from PG &E in 1993 -94. This budget provides for year 8 (of 10) repayment at $75,100 per year. -52- CITY OF ROHNERT PARK 2002 -03 Budget Capital Project Summary -53- TDA ISTEA Total Fund Fns Traffic Capital Outlay Infrastructure Development Sewer Connect Tr. Signals Gas Tax Congestion Relief Fund Fund Reserve imor. Fund Fee Fund Fund Fund Cash balance 6/30/02 $67,035 $0 $1,655,997 $5,073,078 $829,577 $663,472 $106,159 2002 -03 estimated revenue 314,850 972,000 275,907 1,275,034 6,348,112 334,070 859,000 1,522,472 0 106,159 1,163,647 Sub -total available funds 381,885 972,000 1,931,904 210,000 Uses of funds: 215,000 305,000 243,000 To General Fund 972,000 500,000 248,779 1,863,090 254,200 To Sewer Fund 35,000 35,000 100,000 200,000 To Water Fund 1,194,500 90,000 311,267 7,000 So. Co. Trans. Authority Exp. 411,267 783.200 35.000 7,177,836 130,000 $0 RPX Interchange Phase II __10 $6,477,810 210,000 Copeland Creek Culvert Ext. 90,000 Camino Colegio Recon. 193,841 106,159 Overlays 2001 500,000 Overlays 2002 248,779 Hinebaugh Creek Culvert Ext. Commerce Blvd. Bike Path Commerce Blvd. Bike Bridge 10,000 90,000 At -grade RR Grade Crossings 90,000 Neighborhood Traffic Calming Various projects TBD 0 972,000 1,194,500 1,863,090 10,000 1,802,620 106,159 Sub -total possible uses Balance at proj completion $381,885 $0 $737,404 $4,485,022 $1,153,647 ($280,1481 _ -53- TDA ISTEA Total Fund Fns TF A Proiect $0 $0 $0 $8,395,318 411,267 783,200 35,000 5,260.328 411,267 783,200 35,000 13,655,646 1,215,000 1,863,090 1,194,500 7,000 130,000 210,000 215,000 305,000 314000 614,000 500,000 248,779 254,200 254,200 35,000 35,000 100,000 200,000 90,000 311,267 311,267 411,267 783.200 35.000 7,177,836 $0 $0 __10 $6,477,810 CITY OF ROHNERT PARK 2002 -03 Community Promotion and Social Services Detail 1900 -6710 Item Description Community Promotion: Maps and Miscellaneous Printing Sister Cities Relations Committee RP Wine /Welcome Center (Refer to page 54 for details) (Revenues = $180,000) RP Chamber of Commerce City Promotional Printing So. Co. Tourism Council California Junior Miss Founders Day Event Youth of the Year Program Rancho Cotate Awards Program Various sports teams Sonoma County Dixiejazz Festival Crossing guards (school district) Christmas Toy Distribution Program Associaton for the Arts Sub -total Community Promotion Social Service Programs: Family Education Center YWCA Battered Women Shelter Catholic Charities Family Support Center So. Co. Assoc. for Youth Dev. Boys and Girls Club Face to Face Rent subsidy - S.C.A.Y.D. Rent subsidy - E.L.I. Sub -total Social Services Total Community Promotion and Social Services -55- Amount Amount Amount Requested Proposed Approved $1,000 $1,000 $1,000 0 0 0 60,000 60,000 60,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15,000 15,000 15,000 0 0 0 0 0 0 $76,000 $76,000 $76,000 $0 $0 $0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 4,274 4,274 4,274 16,800 16,800 16,800 $21,074 $21,074 - - - - - -- $21,074 - - - - - -- - - - - - -- $97,074 $97,074 $97,074