CC - Item 5A - 2016-17 Budget OutlookROSEMEAD CITY COUNCIL
STAFF REPORT
TO: THE HONORABLE MAYOR AND CITY COUNCIL MEMBERS
FROM: JEFF ALLRED, CITY MANAGE
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DATE: MARCH 22, 2016
SUBJECT: 2016 -17 BUDGET OUTLOOK
SUMMARY
The Council will be provided with a forecast of the upcoming 2016/17 fiscal year budget.
An early look at revenues for 2016 -17 show signs of modest growth due to flat inflation
and a slightly lower consumer price index. Sales tax revenues are projected to show
moderate growth in the upcoming fiscal year bolstered by the opening of a new Boiling
Crab seafood restaurant, and possibly a new Lucille's Smokehouse BBQ, as well as a
Grocery Outlet neighborhood market. Property tax revenue will continue to be the City's
largest revenue source and limited increases will rely heavily on residential sales as the
Consumer Price Index (CPI) increase is projected to be less than the previous fiscal
year. Expenditures will increase in concert with the rising cost of doing business.
Resources will not support any additions to full -time staffing levels.
Staff Recommendation:
Receive and file the 2016117 budget forecast report.
ANALYSIS
A detailed look into the City's General
upcoming fiscal year is provided below.
Fund revenues and expenditures for the
Revenues
Sales Tax — Sales tax receipts, which comprise the City's second leading source of
General Fund revenues, are projected to increase by 5.4 %. Since the Triple Flip ended
in FY 2015/16, that revenue will be allocated to the City as Sales Tax once again.
Therefore, we are projecting an increase in Sales Tax of $260,000 for FY 2016/17. The
opening of the new Grocery Outlet and two new restaurants, Boiling Crab and Lucille's
BBQ will have a positive impact on revenues. Due to the timing of the sales tax
reporting payments, the City will not begin to see the results of these new restaurants
until the latter part of the 2016 -17 fiscal year. Other major revenue sources such as
fines, business licenses and fee for use programs are projected to grow slowly unless
fees are increased or new businesses are opened.
ITEM NO. 5.A
City Council Meeting
March 22, 2016
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Property Tax — The CPI increase is projected to be 1.525% in FY 16/17. That is not
positive news from a revenue standpoint since the five -year financial outlook the City
uses assumes a 2% annual increase overall. The City's major tax revenue bases
(property tax and sales tax) are projected to continue growth at a modest pace.
Property tax revenue increases are a result of two factors: CPI increase on existing tax
bills and increased assessed values from the sale of properties. While the property
sales market in Rosemead continues to remain strong especially on the residential side,
the CPI increase is projected to be 1.525% which is less than the 2.0% increase in the
prior year. As a result, much of the increase in property tax revenue will need to come
from sale of existing properties and the resulting increase in assessed value. We are
projecting a $398,000 increase in property tax in 16117.
Transient Occupancy Tax (TOT) — The possible opening of the Qiao Garden Hotel,
the Marriott Fairfield Inn and the possible construction of a Hampton Inn provide
potential for growth in the 2016/17 fiscal year.
Business License — The revenues are estimated to be about the same as last year as
a result of the new businesses opening in town, the licensing of contractors, and the
improved enforcement and outreach efforts by staff. The integration of the business
license process into the one -stop shop approach of the Community Development
Department has certainly worked well and revenues in this category are expected to
continue to show positive results in the 2016/17 fiscal year.
Fines and Forfeitures — The collections of Administrative Citations, Court Fines and
Parking Citations have shown decreased revenue during the current year due to several
factors. In the prior year there were numerous citations related to tour bus violations,
massage parlors and an illegal marijuana dispensary. During this fiscal year, there
were fewer citations related to these issues. Also, our Public Safety staff has
concentrated their time on accidents, graffiti, coyote and mosquito issues as well as
homeless issues. These activities do not generate revenue. We are decreasing the
revenues in this category by $73,000 for the 2016/17 fiscal year until additional
revenues can be justified.
Parks and Recreation Related Fees — Recreation related fees will likely remain stable
for the upcoming 2016/17 fiscal year.
Building Fees — We are projecting Building Permit and Plan Check fees to maintain
modest growth in FY 16/17. These revenues are up in comparison to the previous fiscal
year which is partially due to a new mixed use project on Garvey Avenue and also is a
sign of the improved construction industry in the community. Building activity during the
first quarter of the year has been steady with a solid mixture of commercial and
residential projects. Several mixed use developments in this area should help continue
this positive momentum for the remainder of the fiscal year. A combination of
commercial development and residential infill has provided a boost to these revenues.
City Council Meeting
March 22, 2016
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It's important to keep in mind that any revenue increases will be partially offset by
increased costs for the review and inspections of permits.
Expenditures
The Liability Trust Fund (LTF) surcharge costs related to the Sheriff's contract will
increase in 2016/17 by a shocking amount of 9.5 %. This will be a huge additional
expenditure to our City's General Fund resulting in $251,000 additional costs that the
City will need to absorb. This amount is in addition to the Sheriff's contract rate
increase of 3.7 %. This rate increase results in an additional $250,000 over last year's
contract for a grand total of $501,000 additional expenditures to our General Fund. The
City may need to consider shrinking services and /or increasing our revenues in order to
absorb these huge additional costs.
In FY 2016 -17, the City is considering several large CIP projects to be funded directly
from the General Fund. These include improvements to the Jay Imperial Park, Catch
Basin Upgrade Analysis and Storm Drain Compliance and Monitoring.
2016 -17 Outlook
There are large increases to expenditures in FY 2016 -17 that will need to be addressed.
These include the $500,000 increase in Sheriff's costs as well as continued increases
related to storm drain issues.
The demand for service from the City's residents and businesses remains high and any
increases to service levels will need to be met with new or increased fees to offset
costs.
PUBLIC NOTICE PROCESS
This item has been noticed through the regular agenda notification process.
Prepared by:
Carolyn A. Chu
Finance Director
Attachments: