City of Fillmore, California ADOPTED OPERATING BUDGET FISCAL YEAR 2019-20 CITY OF FILLMORE CALIFORNIA ADOPTED OPERATING BUDGET Fiscal Year 2019-2020 INCORPORATED IN 1914 Cover: City of Fillmore City Hall CITY OF FILLMORE Adopted Operating Budget Fiscal Year 2019-2020 City Council Diane McCall Mark Austin Manuel Minjares Tim Holmgren Lynn Edmonds Executive Management Team David W Rowlands, City Manager Tiffany Israel, City Attorney Gaylynn Brien, Finance Director Keith Gurrola, Fire Chief Eric Tennessen, Police Chief Kevin McSweeney, Planning/Community Development Director Erika Herrera, Human Resources Director/Deputy City Clerk David Smallwood, Public Works Manager Krista Martinez and Sandra Edwards, Parks and Recreation Coordinators A special thanks to all the Citydepartments, whose cooperation and input helped put this document together. i CITY OF FILLMORE Residents Mayor Mayor Pro Tem Council Member Council Member Council Member Diane McCall Tim Holmgren Manuel Minjares Mark Austin Lynn Edmonds - Planning Commission City Manager - Active Adult Commission City Attorney David W Rowlands - Parks Commission Tiffany Israel - Arts Commission - Successor Agency to RDA Human Resources Finance Planning/Development Erika Herrera Gaylynn Brien Kevin McSweeney Public Works Parks and Recreation Public Safety David Smallwood Krista Martinez and Eric Tennessen Sandra Edwards Fire Protection Keith Gurrola ii The Adopted Budget for FY 2018-19 received two awards. The Government Finance Officers Association of the United States and Canada (GFOA) presented a “Distinguished Budget Presentation Award” to the City of Fillmore. To receive this award, a governmental entity must publish a budget document that meets program rating criteria, as a Policy document, operations guide, financial plan, and communications devise. In preparing the Adopted FY 2019-20 Budget document, staff has again followed the GFOA criteria. This document will be submitted to the GFOA to be considered for the “Distinguished Budget Presentation Award.” iii At the State level, the City’s Adopted FY 2018-2019 Budget document received the “Excellence in Operating Budget Award” from the California Society of Municipal Finance Officers (CSMFO). Like the GFOA, the CSMFO also has a set of specific rating criteria. In preparing the Adopted FY 2019-20 Budget document, staff has again followed the CSMFO criteria. This document will be submitted to the CSMFO to be considered for the “Excellence in Operating Budget Award”. iv CITY OF FILLMORE FY 2019-20 BUDGET TABLE OF CONTENTS City Council and Management Team -------------------------------------- i City of Fillmore Organization Chart --------------------------------------- ii Budget Awards ------------------------------------------------------------------- iii Table of Contents ---------------------------------------------------------------- v I. Budget Transmittal ---------------------------------------------------------- 1 Transmittal Letter ------------------------------------------------------------- 2 Citywide Priorities and Council Goals ------------------------------------ 8 II. Budget Information --------------------------------------------------------- 13 Budget User’s Guide -------------------------------------------------------- 14 Community Profile ----------------------------------------------------------- 23 Fund Structure and Descriptions ----------------------------------------- 35 Budget Overview ------------------------------------------------------------- 43 Capital Projects/Improvements-------------------------------------------- 75 Fund Balance Analysis------------------------------------------------------ 92 City Debt ----------------------------------------------------------------------- 98 Revenue Analysis and Trends-------------------------------------------- 103 III. Budget Summary and Revenue Budget------------------------------- 113 Budget Summary by Fund ------------------------------------------------- 114 Revenue Budget – Fund Summary-------------------------------------- 118 IV. Department Information: Organization, Goals, Objectives, Performance Measures and Expenditure Budgets 138 City Organization Charts --------------------------------------------------- 139 City Manager ------------------------------------------------------------------ 141 Org Chart -------------------------------------------------------------------- 142 Expense Budget Summary --------------------------------------------- 143 Goals, Objectives & Performance Measures ---------------------- 144 Expenditure Line Item Budget ----------------------------------------- 148 City Attorney ------------------------------------------------------------------ 151 Org Chart -------------------------------------------------------------------- 152 Expense Budget Summary --------------------------------------------- 153 Goals, Objectives & Performance Measures ---------------------- 154 Expenditure Line Item Report ----------------------------------------- 156 Human Resources ----------------------------------------------------------- 157 Org Chart -------------------------------------------------------------------- 158 Expense Budget Summary --------------------------------------------- 159 Goals, Objectives & Performance Measures ---------------------- 160 Expenditure Line Item Report ----------------------------------------- 166 v CITY OF FILLMORE FY 2019-20 BUDGET TABLE OF CONTENTS Finance, Technology and Central Support ---------------------------- 169 Org Chart -------------------------------------------------------------------- 170 Expense Budget Summary --------------------------------------------- 171 Goals, Objectives & Performance Measures ---------------------- 175 Expenditure Line Item Report ----------------------------------------- 182 Planning and Community Development -------------------------------- 197 Org Chart ------------------------------------------------------------------- 198 Expense Budget Summary --------------------------------------------- 199 Goals, Objectives & Performance Measures ---------------------- 200 Expenditure Line Item Report ----------------------------------------- 206 Parks and Recreation ------------------------------------------------------ 209 Org Chart ------------------------------------------------------------------ 210 Expense Budget Summary -------------------------------------------- 211 Goals, Objectives & Performance Measures --------------------- 213 Expenditure Line Item Report ---------------------------------------- 220 Public Works ------------------------------------------------------------------ 232 Org Chart ------------------------------------------------------------------- 233 Expense Budget Summary -------------------------------------------- 235 Goals, Objectives & Performance Measures --------------------- 239 Expenditure Line Item Report ---------------------------------------- 259 Police Services --------------------------------------------------------------- 283 Org Chart ------------------------------------------------------------------- 284 Expense Budget Summary ------------------------------------------- 285 Goals, Objectives & Performance Measures --------------------- 286 Expenditure Line Item Report ---------------------------------------- 288 Fire Protection ---------------------------------------------------------------- 290 Org Chart ------------------------------------------------------------------ 291 Expense Budget Summary -------------------------------------------- 292 Goals, Objectives & Performance Measures --------------------- 293 Expenditure Line Item Report ---------------------------------------- 295 V. Additional Budget Information and Reports------------------------ 298 Staffing Reports -------------------------------------------------------------- 299 Interfund Transfers---------------------------------------------------------- 310 General Fund Five-Year Financial Forecast ------------------------- 317 Policies and Procedures -------------------------------------------------- 321 Budget Development ---------------------------------------------------- 322 Capital Project Planning ------------------------------------------------ 329 User Fees ------------------------------------------------------------------ 332 Governmental Fund Balance ------------------------------------------ 339 City Accounting ----------------------------------------------------------- 344 Fixed Asset Replacement ---------------------------------------------- 345 Investment ----------------------------------------------------------------- 346 Debt Policy ----------------------------------------------------------------- 358 vi CITY OF FILLMORE FY 2019-20 BUDGET TABLE OF CONTENTS VI. Resolutions ------------------------------------------------------------------ 371 Resolution No. 19-3708: City of Fillmore Adoption of the FY 2019-20 Budget ------------- 372 Budget Adoption Staff Report ------------------------------------------ 376 Budget Management Guidelines -------------------------------------- 387 Resolution No. 19-3707: Setting the Appropriations Limit --------------------------------------- 391 Appropriations Limit Staff Report ----------------------------------------- 394 Acronyms, Abbreviations and Glossary --------------------------------- 397 vii I. Budget Transmittal 1 CITY OF FILLMORE CENTRAL PARK PLAZA 250 Central Avenue Fillmore, California 93015-1907 (805) 524-3701 ● FAX (805) 524-5707 July 1, 2019 Honorable Mayor and Members of the City Council: It is my pleasure