Budget Investment Technology 2020/05/28
BUDGET, INVESTMENT & TECHNOLOGY COMMISSION MINUTES
THURSDAY, MAY 28, 2020 – 4:00 PM
ANAHEIM CITY HALL
SIXTH FLOOR CONFERENCE ROOM
MEMBERS PRESENT: Rajesh Arora, Jaqueline Godinez, Leonard Lahtinen,
Christopher Nguyen, John Noteboom, Avelino Valencia III
MEMBERS ABSENT: John Showalter
STAFF PRESENT: Debbie Moreno, D’Anne Lee, Tania White, Charlene
Unzueta, Marnie Hunter
CALL TO ORDER
Chair Valencia III called the meeting to order at 4:02 p.m.
PUBLIC COMMENTS
None
APPROVAL OF MINUTES FOR MARCH 11, 2020
Vice Chair Godinez made a motion to approve the March 11, 2020 minutes with
a second by Commissioner Arora. 6 Ayes; 0 Nays; 0 Abstentions.
PRELIMINARY BUDGET PLAN
Debbie Moreno gave a presentation on the City’s Proposed FY2020/21 Operating
Budget and Capital Improvement Program (CIP). She discussed the General Fund
Five-Year Forecast and spoke about major contributing sources to the General Fund
including: Transient Occupancy Tax (TOT), Sales and Use Tax, and Property Tax. In
addition to the impact COVID-19 may have on future revenue streams, Debbie
talked about the impact that COVID-19 has already had on the current fiscal year.
Projected revenues have not been realized; accordingly, the City will face a
structural deficit if services continue at current levels. Ms. Moreno shared a
theoretical scenario of the Preliminary Proposed General Fund Five-Year Forecast,
modeling what the forecast would like with a 20% reduction across all departments.
Such is an example of the types of considerations needed to achieve a structurally
balanced budget. Immediate measures that have been taken to preserve capital
have included: deferring vehicle purchases, forgoing non-essential spending,
initiating a hiring freeze, seeking concessions from labor groups, and asking
departments to draft 5% and 10% reduction scenarios. As revenues will likely be
atypical in the coming months, they will be closely reviewed in order to make
needed budget adjustments. Effectively, the budget process will be an ongoing
process for the next 1-2 years. Commissioner Arora asked about budget projection
models for revenues overall and specifically related to Disney, hotels, and the resort
area. Commissioner Arora also solicited information on: the possibility of federal
assistance; how much the COVID-19 pandemic has cost the City; a listing of CIP
projects; the City’s investment portfolio; and technology support related to
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May 28, 2020
employees who are telecommuting. Commissioner Lahtinen sought information on:
changes to the manner in which TOT is collected; property tax projections;
clarification on the Preliminary General Fund Five-Year Forecast; and hotels in the
resort that have remained operable during the coronavirus pandemic.
Commissioner Nguyen requested clarification around: TOT projections; property tax
delinquency; the breakdown of secured and non-secured property taxes; pension
costs and the California Public Employees Retirement System (CalPERS); the City’s
investment portfolio; expense reduction scenarios; and timing of CIP projects.
Commissioner Noteboom asked if property tax monies coming from the County of
Orange are stratified by type (commercial versus residential). Chair Valencia III
asked for clarification on: the “Salary and Other Benefits” category of the
Preliminary General Fund Five-Year Forecast; and obligation bond payments. Vice
Chair Godinez inquired about: general fund balance policies; and plans to sanitize
public spaces, community centers, and libraries prior to the City reopening.
BUDGET RECOMMENDATION TO CITY COUNCIL
Commissioners discussed ideas around budget recommendations to the Anaheim
City Council in consideration of the City of Anaheim Proposed FY2020-21 Operating
Budget and Capital Improvement Program. Commissioner Lahtinen talked about
ideas for revenue streams that have been part of the public discourse including:
revenues generated by taxing marijuana sales, and the sale of the Angel Stadium.
Commissioner Nguyen suggested that it may be prudent to give more focus on
expenditures in this volatile time as spending is something the City has greater
control over versus revenues which are in a state of flux. Commissioner Nguyen also
offered that short-term solutions may better address the City’s immediate need to
balance its budget where concentrating on revenues is a longer-term strategy.
Chair Valencia III concurred, further suggesting that the City consider ways to assist
small businesses within the near term and ways to assist Anaheim residents with
things like: rental assistance, mortgage assistance, and food expenses.
Commissioner Valencia III also talked about the Angel Stadium sale and the
importance of strong negotiations that result in equity for both the Angels
organization and the City of Anaheim. Commissioner Noteboom agreed that it
would be of benefit to help businesses that have been negatively impacted by
COVID-19 but is concerned about the sustainability of such programs. The
Commission body opted to form a subcommittee to discuss budget
recommendations to the Anaheim City Council in consideration of the City of
Anaheim Proposed FY2020-21 Operating Budget and Capital Improvement
Program. The following Commission Members were advanced to form the
subcommittee: Chair Valencia III, Commissioner Godinez, and Commissioner
Nguyen. Commissioner Lahtinen made a motion to approve the subcommittee as
put forth, with a second by Commissioner Noteboom. 6 Ayes; 0 Nays; 0 Abstentions.
FUTURE COMMISSION MEETING SCHEDULE
The Commission discussed setting the next meeting for June 10, 2020. Commissioner
Lahtinen made a motion to approve that the next Commission meeting date be
June 10, 2020 with a second by Commissioner Noteboom. 6 Ayes; 0 Nays; 0
Abstentions.
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ITEMS BY COMMISSION MEMBERS
Chair Valencia III noted that, to his awareness, this was the first time the Commission
has held a meeting via teleconference. Commissioner Nguyen added that he
believes this meeting also represented the first time it has been publicly broadcast.
ADMINISTRATIVE ITEMS
None
ADJOURNMENT
Chair Valencia III adjourned the meeting at 5:26 p.m.
Respectfully submitted,
Marnie Hunter, Secretary