1974/04/1774-379
City }~aL~, Anahgtm, California - COUNCIL MINUTES - April 17, 1974a 9;00
The City Council of the City of Anaheim met in Adjourned Regular
Session called for the purpose of Combined City C~uncil-Depart~nent
Head Budget Review.
ABSENT:
PRESENT:
COUNCIL E/HB~RS: . Kay~ood, Seymour (Arrived 9:28 a.m.), Pebley,
Sneegas, and Thom
COUNCIL MEMBERS: None
CITY ~ANA~ER: Keith A. Murdoch
ASSISTANT .CITY MANAGER: Robert M. Davis
CITY ATTORNEY.. Alan R. Watts
CITY CLERK: Aloha H. Fattens
FINANCE DIRECTOR: Mike R. Ringer
UTILITIES DIRECTOR: Gordon W. Hoyt
PERSONNEL DIRECTOR: Garry O. McRae
DEVELOPMENT SERVICES DIRECTOR: Alan G. Orsborn
FIRE CHIEF: James Riley
POLICE CHIEF: David B. Michel
Mayor Thom called the meeting to order at 9:25 A.M.
City Manager Keith Murdoch outlined the purpose of the meeting as follmes:
1. To define the financial situation regarding the 1973-74 Budget with some
indications as to what the picture will be by the end of the current
fiscal year.
2. To suggest some modifications in the way major it_~,s are financed.
3. To outline anticipated revenue in 1974-75 together with the budget
requests made.
4. To outline a series of alternativemethods of balancing the budget.
5. To receive input from Council as to specific areas of interest.
REVISIONS 1973-74 BUDGE~:
Finance Director Mike Ringer reviewed the revisions to the budget for fiscal year
1973-74 raising this from $58,771,520 to the current adopted budget of $64,416,386.
This increase has been largely necessary due to increases in the cost of electrical
power and subsequent retail rate increases effective September ? and November 6, 1973.
In regard to unappropriated funds, of $1,583,555, Hr. Ringer explained that it is
recc~nended that $400,000 of these funds be allocated to pay Architect's fees for
the Civic Center Project; that unbudgeted salary increases and benefits (dental
plan) will amount to $721,500 and $90,000 respectively. With the remaining
appropriations reco-w-ended to be taken from unappropriated balance (See Page No. 3
of Novmher 6, 19?3memo to the City Manager "Subject: Request Revision 1973-74
Budget" on file in the office of the City Clerk) deducted, the funds in un-
appropriated reserve balance amount to $237,276. With the approval of these it~-~,
the revised total budget for 1973-74 will amount to $65,990,941.
Hr. Rinser further reported that the revenue forecast for 1973-74 is an anticipated
$3,031,127 over the corrected budget of $64,416,386. He indicated that a refund of
$840,000 may be expected from the Stadi,~ Possessory Tax and that $1,750,000 in
Convention Center Bond funds is still available which may be designated to provide
additional parking at this facility.
~C UTILITY - 2.20KV CONSTR~CTION BUDGET; (Page No. 4 of November 6Memo from
Finance Director to City Manager)
Mr. Ringer reported on the current Electric Utility 220KV Construction Budget which
shows amounts of $1,450,000 for fiscal year 1973-74 and $1,600,000 for 1974-75;
Court settlement from Southern California Edison adds $2,150,000 to Chis construction
budget.
Hr. Ringer advised that the $1,600,000 shown as an allocation from the 1974-75
budget reflects an over-collection of an estimated $1,650,000 from Electrical Sales.
Current reco~endation for this over-collection is to reco~nd to the City Manager
and Council that this surplus be retained in the Electrical Utility to be carried
forward to complete financing of the 220KV Substation.
74-380
~ity l~all,.Anaheim, California - COUNCILMINlrfES - April 17, 1974~ 9:00 A,M,
Mr. Murdoch commented that the wisdom of following the Finance Director's recommendation
by applying the over-collection to a specific item, for which the City has a contract
in the Electrical Utility, is that, although this amount goes directly to the
Electrical Fund, it has the effect of allowing a flow of the equivalent amount of
money from Electrical Fund to the General Fund, which could be used for whatever pur-
poses Council deems appropriate.
The other major area of over-collection reported by Mr. Ringer is in the field of
investment of idle funds. These investments are yielding far greater proceeds than
anticipated since the City is receiving interest rates of 94 to 10%. The City has
collected $660,000 in excess of the estimate and it is anticipated that' this will
prove to be an over-collection of $1,200,000 for the year.
SUMMARY OF THE BUDGET AS SUBMITTED BY DEPARTMENTS OF THE CITY OF ANAHEIM FOR 1974-75:
Mr. Ringer next reviewed the fiscal year 1974-75 estimated revenue and expenditure
comparison as of April 17, 1974 (Page No. 1 of City of Anaheim 1974-75 Departmental
Budget requests, on file in the office of the City Clerk). He indicated that this
1974-75 preliminary budget is up $30,000,000 over the Council approved and amended
budget in 1973-74. The primary reason for this large increase is the huge increase
in the cost of purchasing power from Southern California Edison, which is up 18.7
million dollars . Mr. Ringer advised that these departmental requests have not been
reviewed by the City Manager, after which review there are usually cuts in the
neighborhood of 4 to 5 million dollars.
Mr. Ringer related that the first col,,mn on Page No. 1 (estimated revenue)was
calculated using existing rates adopted by the Council and based on past history
over the last two years in growth of revenues. This col-mn totals $85,680,560 for
preliminary estimate of revenue in 1974-75.
The second column of this page s,,mmarizes the estimations for inter-fund revenue
transfers and Mr. Ringer indicated the following potential transfers:
TRANSFER TO
GENERAL FUND
TRANSFER FROM
GENERAL FUND
General
Gas Tax 2107
Recreation
Water Utility
Electric Utilities
~nicipal Golf Course
Anaheim Hills Golf Course
Anaheim Stadium
447,000
334,000
1,500,000
3,000,000
100,000
$ 4,481,000
300,000
600,000
The Convention Center shows no inter-fund transfer, and Mr. Ringer explained he
would estimate that they could place $500,000 of the room tax this year in the
General Fund but he has not been able to show this because the second bond payment
is due which amounts to $720,000. The Convention Center, from a cash standpoint,
will be level - room taxes plus operating revenues will pay for its operation, the
bond payment and the V & C Bureau.
The Stadium figures provide an estimate for World Football and reflects a degree of
optimism regarding attendance at Angel games and therefore is estimated $400,000
over what is anticipated~in revenue this Fiscal Year.
The fourth col%,mn on Page No. 1 is thes%,m,mry.by fund of departmental requests for
Fiscal Year 1974-75 and totals $94,483,218. The final column (using brackets to
indicate those departmental areas which are estimated to have sufficient funds; un-
bracketed figures representing an estimated deficiency in that particular fund)
represents a comparison of the figures in the two final columns showing a deficiency
of $8,802,615 between the departmental requests and estimated revenues to the various
funds.
Mr. M~rdoch pointed out that the deficit is actually greater than this figure since
the various amounts shown in brackets (being in excess of the particular department's
request) are really not available to offset other expenditures; i.e., sewer construc-
tion and maintenance funds are restricted to use for sewer construction and maintenance.
74-381
City Fall, Anaheim, California - COUNCIL MIFOTES - April 17, 1974, 9;00 A,M,
When the restricted funds are not considered as an off-setting factor, the gap
which exists amounts to $9,600,000.
Mr. Ringer indicated that Page Nos. 2 and 3 of the Su~uary of Budget Requests 1974-
75 are a comparison of the 1973;74 Budget as currently approved and the departmen-
tal requests for appropriations in 1974-75.
AL~hNATIVES FOR CLOSING THE ~9,500,000 GAP;
1. Allocate funds from unappropriated reserve (which is higher than expected)
to reduce the deficit by that amount.
2. Parks and Recreation:
a. Recon~endation that the $400,000 requested in 1974-75 budget for a
con~amity building in ModJeska Park be deleted.
b. Reduction of allocation for development of juarez Park, since the City
does not have the manpower to utilize all of this location and could
utilize the total amount only by contracting labor. ($150,000)
c. State bond issue, 1974 - if passed by the voters, would provide:
$100,000 - Rio Vista Park
$200,000 - Juarez Park
$200,000 - Riverdale Park
(If State bond issue does not pass, it would be recommended that $50,000
be allocated in the Budget for development of Juarez Park site.)
d. Possible joint obligation under Land and Waters Act - Newkirk Dump
Site.
3. Utilization of this year's unappropriated reserve to finance the remainder
of the funds required for the 220 KV Substation ($1,600,000).
4. Maintenance of current rate structure relationship with Southern California
Edison Company rates would provide an additional $3,500,000 in revenue.
5. Adjustment of water rates upwards of 20% - an additional $1,000,000.
6. Increase in sanitation charges of 15% would net $300,000 on an annual basis.
CONCLUSION: THE OBVIOUS AREAS OF OBTAINING ADDITIONAL REVENUE (WITH TN~ EXCEPTION
OF ~mCTRICALRATES) WILL NOT PROVIDE SUBSTANT?ALA~S TO ~DUCE THE BUDGET
DEFICITt
TWO OPTIONS TO BALANCE THE BUDGET;
1. Aggressively go into long-term financing of major capital expenditures.
2. Drastically reduce the levels of service to the citizens of the co~.,~nity.
REC0J~TION OF CITY MANAGER - CONCENTRATE ON LONG TERM FINANCING.
LONG-T~RMFINANCING MEIHODS WITH SIGNIFICANT IMPACT:
Electrical & Water Bonds -- These are revenue bonds and require a simple
majority of the electorate for approval. Theyare paid from revenue
received by these utilities. They would have a strong impact on the
General Fund since they would release heavy financial obligations carried
by the General Fund for utility purposes and by spreading the cost of
such capital it-,t,, the amount which would have been necessary to pay
for same in the short term is then released for other purposes. Hence,
the City could hypothetically finance park development wlthout a bond
issue for same by using the amount of additional funds made available
in the General Fund by an approved electrical revenue bond.
ADDI~IONALARFAS OF DISCUSSION BY TOPICS~
1. Anaheim Hills Golf Course: Mayor Thom brought attention to the following:
Estimated revenue - AnaheimMunicipal Golf Course --- $353,000.
Departmental budgetary requests --- 441,000.
Estimated revenue - Anaheim Hills Golf Course --- 265,000.
Departmental budgetary requests --- 673,000.
The inter-fund revenue transfers call for transferring $100,000 from
AnaheimMunicipal towards the Anaheim Hills Golf Course. He suggested
74-382
City Hal!, Anaheim, California - COUNCIL MINUTES - April 17, 1974, 9:00 A.M,
the sale of the Anaheim Hills Golf Course to a private owner for use as
a country club in an attempt to regain funds used for acquisition and
development of same.
Pertinent points of discussion:
a. Basic philosophy of whether or not the Anaheim Hills Golf Course
serves a special interest group as compared with other recreational
facilities which are subsidized by the City.
b. That an analysis should be made as to the cost to the City of
maintaining this golf course in relationship to the Percentage of
population served.
c. That the amortization currently being paid at the Anaheim Hills
Golf Course is for substantially more than the existing 18-hole
$olf course and includes additional land for a potential 27-hole
golf course; land for park purposes and riding trails, as Well as
a possible fire station site.
Increased assessed valuation on private property due to its location
adjacent to the golf course and the impact on City tax revenue.
The cost of the Anaheim Hills Golf Course in terms of the reduction
of the amount of funds available for use in expanding or modifying
the AuaheimNunicipal Golf Course.
Consensus of Council opinion: That they would be willin~ to consider
sale of the Anaheim Hills Golf Course facility if it could be assured
in some manner that it would be continued to be maintained as a golf
course and not subdivided for other purposes, an4 if it were kept open
to the public. (Not a private country club.)
Additional action neededt The Council requested an analysis of the
situation as to what the flexibility might be in seekin~ & potential
b~er. Said report to include their abilities to sale; the impact of
revenue to the City immediate and future.
lupact on budSetz
Use o£ bondin~ procedure for two capital ltem~
$1,680,$00 ~ - First phase Civic Center Construction
1,000,000 - Final palflnent, Bank of America perkins
lot (shown under General Revenue
Sharin~ Funds, Pa~e No, 3)
The use of a bondlns procedure for these item would renove these
oblilations frou the General Fund,
l~roJect £1nancinS alternatives (euphasis - scope of the project not yet
teterained and therefore cost fisure..hmm afl not
a Oenoral obXIaa~on bo~.
c, ~on-profit corporation
d, Fhase construction
a. Magnitude of annual obllsatiouwith all bonding methods - approximately
$1,000,000,
b. Increased buildLns cost factor (inflationa~y) estimated at 11% per
anntus ingress o.
c. Flnanoinj optionsj
1). Phase constructiout There are no provisions for handling
additional phases of construction in the budget.
2). Redevelopment &8ency - In lllht oft he fact that the entire Civic
Center concept comprises more than Just the City Hall structure,
it would be lo$ical to tie the City's interests tosether with
those of the Redevelopment ASency and forms Joint powers asency
which would have the authority to issue revenue bonds which are
autou~tically subject to referendum.
3). The Council could voluntarily place the financin$ issue of the
project on the ballot which would require majority approval.
(Sample of the opinion o£ the electorate.)
74-383
City Hall, Anaheim, California - COUNCIL MIFUTES - April 17, 1974, 9;00 A,M,
4).
Under a Joint powers agreement, obligation of such bonds could
be proportionately shared by water and electric utilities as
tenants or users of the building; the Redevelopment Agency would
also pay its proportionate share out of tax increments.
®
The costs of inefficiency and the proportionate gain received from
consolidating services and providing an efficient structure - estimated
at 15%.
4. Outline of City Hall construction budget - $15,000,000 including City
Hall, one parking structure, plaza, two City blocks acquisition.
Civic Center Task Force reco,~endation: Pay as you go out of the General
Fund for the first phase and use bond financing method for remainder of
the building.
Charter provisions, State Election Code regarding bond election - restricted
to March, June and November in even number years; restricted to November
and March in odd numbered years.
MAJOR AREAS AVAIIABLE FOR BONDING WHICH COULD d~zF~CT THE 1974-75 BUDGET:
1. Stom drains - three in the proposed budget; could include the Broadway
storm drain which is now in revenue sharing. Bonds require 2/3 majority
vote.
2. Libraries - architect's fee of $25,000.
3. Electrical utility - line construction; acquisition of betterments for
those areas acquired through Southern California Edison; modification of
meter shop; studies for generation participation; street lighting improve-
ments; labor and equipment for all of the above: This could amount to
$3,250,000, however most of this would be required as an on-going opera-
tional expense. This would be revenue bond issue and is considered
excellent as a part of a long-term financing program. Requires simple
majority rather than 2/3 of the vote. However there would be no option
as to whether or not to proceed with this bond issue since these items
would be necessary whether or not the bond issue passed. Would provide
relief to the General Fund. ,
4. Water Bonds: These could relieve the current budget in the amount of
approximately $1,000,000, however the necessity to meet the requirements
of the expanding area would continue.
5. Park bonds: The amount of these would depend on the success or failure
of the State bond issue election in June, 1974, and the amount of park
development financed with Federal Revenue Sharing Funds.
6. Alternative, long-term capital financing method - 7 to 8 year lease
arrangement.
AREAs RECO~IENDED FOR INCREASED LEVELS OF SERVICE;
1. Recreation program - the Parks and Recreation program has been reco~nended
by Parks and Recreation Ccm~nission and participating school districts for
additional enhancement relative to extending the program to additional
people; additional swimming activities. School districts are willing to
increase their proportionate share. Recommendation to increase user
charges where these are appropriate.
2. Police activity: Approach in the budget has been to add civilian
personnel to release sworn personnel for other duties.
3. Park development: Budgeted at a level of development of two parks per
year; increase or acceleration in this field wilI have additional impact
on the budget.
REQUEST FOR ADDITIONAL INFORMATION MAD~ BY COUNCIL - AREAS OF CONCt~-N;
Councilwoman Eaywood: A listing of all park sites owned by the City with the
dates of acquisition.
Councilman Pebley: Requested figures of what amount of money in bonds the
City would need to complete all of the libraries, to
complete development of all park sites and all storm
drains - similar to the analysis made by the Capital
Improvements Committee in 1968.
74-384
City H~L1. /~-~h~im, California - COUNCIL MINtrfES - April 17, 1974, .9;00 A,M,
Councilman Seymour:
1. An inventory of the total lands owned by the City of
Anaheim, not projected for future use, from whtch
properties may be designated for sale.
2. The financial data on the bicycle paths programs and
alternatives to these - including cost per mile for
development with particular emphasis on using rights-
of way, greenbelts, etc.
3. Consideration of extension of the management
efficiency data concept (as used in Utilities Depart-
ment) to other departments of the City - possible
inclusion in the 1974-75 budget.
?aramedics program - interested in seeing cost
analysis and alternatives in relationship with re-
viewing budget priorities.
5. Maxim~zing utility of Federal funds and the negative
to use of same,
&It was determined the next budgetary review session would be held
y, April 24, 1974 at 9:30 A.M. Councilman Pehley moved to adjourn.
Councilman Seymour seconded the motion. MOTION CARRIED.
Adjourned= 12=10 P.M.