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Budget 2007-2008 cay cif Cuperluu>- 2007-08 -. -. Director of Administrative Services Carol Atwood IT Manager Mariyah Serratos City Clerk Kimberly Smith Finance Director David Woo Human Resources Director Sandy Abe Code Enforcement Outreach Programs City Attorney Charles Kilian Citizen Adivisol)' Commissions and Committees City Manager David Knapp Public Information Officer Rick Kitson Director of Community Development Steve Piasecki Building Official Greg Casteel City Planner Ciddy Wordell Economic Development! RDA Manager Kelly Kline City Treasurer Carol Atwood Director of Parks and Recreation Therese Smith Recreation Supervisor Sports Center Don McCarthy Recreation Supervisor Youth Programs Christine Hanel Recreation Supervisor Senior Center Julia Lamy Recreation Supervisor Facilities/Community Events Tom Walters Parks Supervisor John Bisely City Architect Terry Greene Public Works Project Manager Carmen Lynaugh Assistant Director of Public Works - Maint Bob Rizzo Facilities Supervisor Jim Davis CITY OF CUPERTINO Director of Public Works Ralph Qualls Assistant Director of Public Works - Eng. Glenn Goepfert Environmental Programs Manager Lavenia Millar Senior Civil Engineer David Stillman Streets Supervisor Diane Mahan Public Works Supervisor Ron Silva CITY OF CUPERTINO, CALIFORNIA Fiscal Year 2007/08 CITY COUNCIL Kris Wang Mayor Patrick K wok Vice Mayor - - ~ ~n ~ Dolly Sandoval Councilmember ,.... D Orrin Mahoney Councilmember DIRECTORY OF CITY OFFICIALS David W. Knapp - City Manager Charles T. Kilian - City Attorney Carol Atwood - Director of Administrative Services Steve Piasecki - Director of Community Development Ralph Qualls - Director of Public Works Therese Smith - Director of Parks and Recreation 111 CITY OF CUPERTINO, CALIFORNIA Fiscal Year 2007/08 COMMISSIONS AND COMMITTEES AUDIT COMMITTEE Myoung Kang Orrin Mahoney Dolly Sandoval Orrin Mahoney Garrett Wade HOUSING COMMISSION Sarah Hathaway-Feit Kim Mosleh Frances Seward Winnie Lee FINE ARTS COMMISSION Nancy Canter "KC Chandratreya Michael Harkin Robert Harrison Jessi Kaur PUBLIC SAFETY COMMISSION Fari Aberg Charles Caldwell Jay Cena Nina Daruwalla Hugh Riddell TEEN COMMISSION Varon Pande Alex Pommier Rukmani Sahay Shivani Sharma Ana Yglesias Anshul Bhagi Vrinda Gupta Diane Keng Hannah Lee Benjamin Lin Abishek Menon Tiffany Ou BICYCLE PEDESTRIAN COMMISSION Donald Armstrong May Koski Geoffrey Paulsen Joseph Walton James Wiant PARKS & RECREATION COMMISSION Jeanne Bradford Derek Chen David Greenstein David Lee SENIOR COMMISSION Estelle Incociati Christine Kennedy Pierce Mavis Smith Linda Walker Frank Yap LIBRARY COMMISSION Ram Gopal Ronald Miller Janet Riddell Katherine Stakey Susanna Tsai PLANNING COMMISSION Cary Chien Lisa Giefer David Kaneda Marty Miller Gilbert Wong ECONOMIC DEVELOPMENT Carol Atwood Cary Chien Mike Foulkes Christine Giusiana Kelly Kline David Knapp Richard Lowenthal Orrin Mahoney Mark McKenna Steve Piasecki Ralph Qualls Scott Stauffer TECHNOLOGY. INFORMATION & COMMUNICATIONS COMMISSION William Allen Peter Friedland Wallace limura Eric Klein Luke Lam Andrew Radle IV California Society of JVLunicipal Jinance Officers Certificate of Award Excellence in Operating Budgeting 2006-07 Presented to City of Cupertino This certificate recognizes Excellent Achievement in Operational Budgeting and reflects an outstanding budget document and the underlying budgeting process through which the budget is implemented. March 6, 2007 I/~ &::c'::- W~ Budgeting & Financial Management Mark Alvarado . CSMFO President Dedicated to Excellence in Municipal Financial Management The California Society of Municipal Finance Officers issues annual awards for outstanding achievement and contributions to the profession. The City of Cupertino received the award shown above for its 2006-07 annual operating budget. In bestowing this honor, the Society acknowledges the City for its outstanding presentation of financial and budgetary data. Our 2007/08 budget document is intended to meet the Society's high standards and will be submitted again this year to determine eligibility for another award. v RESOLUTION NO. 07-110 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ADOPTING AN OPERATING AND CAP IT AL IMPROVEMENT BUDGET FOR FISCAL YEAR 2007-08 BY RATIFYING ESTIMATES OF REVENUES TO BE RECEIVED IN EACH FUND AND APPROPRIATING MONIES THEREFROM FOR SPECIFIED ACTIVITIES AND ACCOUNTS AND SETTING FORTH CONDITIONS OF ADMINISTERING SAID BUDGET WHEREAS, the orderly administration of municipal government is dependent on the establishment of a sound fiscal policy of maintaining a proper ration of expenditures within anticipated revenues and available monies; and WHEREAS, the extent of any project or program and the degree of its accomplishment, as well as the efficiency of performing assigned duties and responsibilities, is likewise dependent on the monies made available for that purpose; and WHEREAS, the City Manager has submitted his estimates of anticipated revenues and fund balances, and has recommended the allocation of monies for specified program activities; NOW, THEREFORE, BE IT RESOLVED that the City Council does hereby adopt the following sections as a part of its fiscal policy: Section I: The estimates of available fund balances and anticipated resources to be received in each of the several funds during fiscal year 2007-08 as submitted by the City Manager in his proposed budget and as have been amended during the budget study sessions are hereby ratified. Section 2. There is appropriated from each of the several funds the sum of money as determined during the budget sessions for the purposes as expressed and estimated for each department. Section 3. The City Manager is hereby authorized to administer and transfer appropriations between Budget Accounts within the Operating Budget when in his opinion such transfers become necessary for administrative purposes. Section 4. The Director of Administrative Services shall prepare and submit to City Council quarterly a revised estimate of Operating Revenues. Section 5. The Director of Administrative Services is hereby authorized to continue unexpended appropriations for Capital Improvement projects. VI Section 6. The Director of Administrative Services is hereby authorized to continue appropriations for operating expenditures that are encumbered or scheduled to be encumbered at year end. PASSED AND ADOPTED at a regular meeting of the City Council ofthe City of Cupertino this 19th day of June 2007, by the following vote: Vote Members of the City Council AYES: NOES: ABSENT: ABSTAIN: Wang, K wok, Lowenthal, Sandoval None Mahoney None APPROVED: c~~~ ATTEST: VB TABLE OF CONTENTS FISCAL YEAR 2007-08 PAGE TITLE PAGE . ORGANIZATION CHART DIRECTORY OF CITY OFFICIALS COMMISSIONS/COMMITTEES EXCELLENCE IN OPERATIONAL BUDGETING 2005-06 ADOPTED BUDGET RESOLUTION BUDGET MESSAGE I 11 111 IV V VI 1 BUDGET STRATEGIES Mission Statement. Financial Values Statements City Council Work Program. . Fiscal Strategic Plan . Performance Measures 5 6 7 11 27 BUDGET GUIDE Elements of the Budget Document Structure of the City's Finances . The Annual Budget Process . Glossary of Budget Terminology . 29 30 32 33 COMMUNITY PROFILE History of Cupertino . Community Economic Profile. 37 38 FINANCIAL AND PERSONNEL SUMMARIES Budget Summary . Revenue and Expenditure Charts . Revenue Summary Personnel Summary . Five Year Budget Forecast Appropriations Limit . 45 46 50 65 73 97 DEPARTMENTAL OPERATING BUDGETS COUNCIL AND COMMISSIONS City Council . . . Technology, Information & Communications Commission Library Commission . Fine Arts Commission Public Safety Commission . Bicycle and Pedestrian Commission Parks and Recreation Commission Teen Commission. Senior Commission . Planning Commission Housing Commission . 104 106 108 110 112 114 116 118 120 122 124 PAGE ADMINISTRA nON City Manager . City Manager Discretionary Fund. Legal Services. 130 132 134 LAW ENFORCEMENT Law Enforcement . 140 PUBLIC INFORMATION Community Relations. Cupertino Scene . Government Channel . City Website . 146 148 150 152 ADMINISTRATIVE SERVICES Administration Accounting/Business Licensing. City Clerk . Emergency Preparedness Human Resources. Code Enforcement Information Technology 160 162 164 166 168 170 172 PARKS AND RECREATION Administration . . . Facilities/Parks/Blackberry Farm/Community Events. Youth & Teen Programs/McClellan Ranch Park. Sports & Fitness/Blackberry Farm Golf/Monta Vista Rec Center. Senior Center Programs/Stevens Creek Trail/Blue Pheasant. Blackberry Farm - Nature Programs 180 182 184 186 188 190 COMMUNITY DEVELOPMENT Administration Planning . Housing Services . Building . 196 198 200 202 PUBLIC WORKS Administration Environmental Programs . Engineering Services Service Center. Grounds . Streets . Facilities . Transportation. General Services Fixed Assets Acquisition . 210 212 214 216 218 220 222 224 226 228 NON-DEPARTMENTAL OPERATING BUDGETS Interfund Transfers Debt Service . 234 236 CAPITAL IMPROVEMENTS Five Year Capital Improvements Program 239 CUPERTINO May 12,2007 To the Citizens of Cupertino, Honorable Mayor and Members of the City Council Enclosed please find Cupertino's Fiscal-Year 2007/08 operating and capital improvement budgets. In addition, projections for four additional fiscal years are included to aid in long-range financial planning. For the second consecutive year, Cupertino's financial picture shows increased revenues while expenses are being held down. This positive trend is a major improvement over two years ago when the city was experiencing its fourth year of recessionary trends, which required freezing 17 positions (11% of our workforce) and deferring maintenance of facilities, streets, trees and equipment. Last year, the Council adopted the Fiscal Strategic Plan, which identified revenue and expenditure strategies to improve the City's ability to provide services under changing economic conditions. Weare now seeing the results of some of those strategies, specifically in the areas of business-to-business sales tax and property tax. Additional efforts this year under that plan should improve retail sales, business license and utility users taxes. Charges for services and interest income have also contributed to a healthier financial position due to the upturn in the economy. Fiscal Year 05/06 and 06/07 Results The City's audit report for the year ended June 30, 2006 showed the General Fund in a strong net income position after accounting for operating expenditures, debt service and transfer obligations. This $4.6 million bottom line, however, was inflated by one-time revenues of $3.58 million from the sale of surplus property, loan paybacks and park dedication fee paybacks. As for expenditures, all departments came in under-budget. The low crime rate also contributed to bottom-line savings on our law enforcement contract for the year. During fiscal year 06/07, revenue trends began to turn around, especially in the area of sales and property taxes, charges for services and use of money and property. Sales tax increased as a direct result of two large high-tech finns. In addition, thanks to our outreach efforts, a new business-to-business sales tax producer located in Cupertino. 1 These three companies - Apple, HP and Insight - now represent our top three sales tax producers. Another major success was the passage of State legislation which reversed a 1980's decision and restored a portion of our property tax revenue which had been lost to the County. City Council was instrumental in getting this legislation approved. This Tax Equity Allocation (TEA) change provided another $1.35 million in property tax for the fiscal year. Charges for service and construction tax, also showed healthy increases this fiscal year. In addition, as our portfolio balance increased, so did interest income. Because of the increases in our revenues, frozen positions have been released for recruitment and various deferred maintenance items and capital projects were funded at mid-year. In addition, we added an Economic Development/Redevelopment Agency (RDA) Manager, a Counter specialist in Planning and a Media Coordinator. One Recreation Coordinator position has been eliminated through streamlining. We expect to end the fiscal year in a strong financial position for the second year in a row. Fiscal Year 07/08 Highlights This adopted budget provides for full staffing as well as new positions to accommodate specific customer service level standards and growth in workload. Maintenance is budgeted at moderate levels and most capital improvement projects that had been deferred for several years are now funded. In addition, we have reviewed our parks and recreation operations and have restructured the department to separate the self-supporting programs in the enterprise funds and reflect all of the subsidized programs in the General Fund. Although enjoying net income in our General Fund for two years now, we are still concerned about sales tax point of sale legislation, franchise revenues, court decisions on cell phone utility tax, maintenance for newly annexed older areas and increasing fuel and asphalt costs. To address these concerns, Council approved the Fiscal Strategic Plan in May 2006, which is incorporated as an integral part of this budget. Based on its recommendations, we will continue to take steps to improve revenue composition, streamline operations, and control costs. Our five-year projections no longer include one-time revenue sources such as park and loan fee paybacks and provide a clear picture of our funding capacity. This year, we will continue to work on the TEA issue to finish correcting the inequitable distribution of property tax. If successful, this would mean another $600,000 a year. Sales tax looks promising as high-tech, business-to- business firms rebound, and our regional mall Cupertino Square sees the impact of the new 16- screen AMC theater and a soon to be opened Strike Bowling center. These changes have sparked a shopping-entertainment buzz that things at the mall are finally changing for the better. One- third of all retail space in the city is located in Cupertino Square. Its success means important commercial services for our residents and needed sales tax dollars to fund municipal services. Other retail developments under construction include a new Japanese Market, a 68,000 square foot Whole Foods Market and several new restaurants such as California Pizza Kitchen, Islands and Merlion. 2 Finally, as part of the Fiscal Strategic Plan, we will propose taking two measures to the voters this fall. The first would update our utility user tax ordinance for current technology trends in the effort to retain our existing utility tax base. The second would assess a minimal tax on theater tickets to be used for extended library hours, traffic and public safety expenditures with the new theater, or other General Fund needs. Work needs to continue in these areas because, while the business-to-business and retail sales taxes are very strong now, they are highly volatile revenues. As we saw in 2000, dramatic reversals in the high tech arena and resulting retail sales slumps, are a regular pattern in Silicon Valley. We appear to be approaching the peak of the up cycle, and history has proven that a down cycle will surely follow. Fiscal Year 07/08 New and Restored Items The adopted budget reflects our recently negotiated, three-year salary and benefit package and covers future retiree medical obligations. The following programs have been re-instated or added in the adopted 07/08 budget: >- New positions including increasing a Code Enforcement Officer from half to full time, an Assistant Planner, and a two-year term Park Planner (to work on the Stevens Creek Corridor Park). As an offset, one Recreation Supervisor position has been eliminated through streamlining; >- Consultant budgets to support the City's sustainability project ($100,000) and housing element ($75,000); >- Pavement Management funding at the fiscal year 2001102 levels ($750,000); and >- E-Services funding for upgrades to our Website and other systems ($100,000). In addition to staffing, the adopted budget includes: Red Light Running/Traffic Safety Study Monday Library Hours Commission Projects Technology, Information & Communication Commission - Senior TV Public Safety Commission - Safety Fair Public Safety Commission - Public Safety Survey Teen Commission - Music in the Plaza Teen/Senior Commission - Intergenerational Event Fine Arts Commission - Two Distinguished Artists Grants Fine Arts Commission - Euphrat Museum of Art Grant Fine Arts Commission - Jubilee Juried Art Show Housing Trust Fund Contribution Cupertino Day City Hall Improvements $300,000 120,000 1,650 6,500 2,500 7,700 5,000 1,000 4,000 250 25,000 20,000 50,000 With the above additions, this budget covers our operational needs for this upcoming fiscal year. 3 The following major capital improvement projects have been included for fiscal year 07/08: Stevens Creek Corridor Park (Phase I) Lawrence & Mitty Park (Saratoga Creek) McClellan Ranch Facility Improvements Sports Center Tennis Court Lighting Sports Center Upgrade and Pool Demolition Quinlan Fountain Replacement Library Courtyard Improvements Veteran's Memorial $6,236,000 1,500,000 672,000 200,000 500,000 150,000 50,000 55,000 Major capital improvement projects funded for fiscal year 08/09 include: Stevens Creek Corridor Park (Phase I) Sterling/Barnhart Park Construction Sports Center Sound wall Replacement Green Project - To Be Determined $1,000,000 800,000 350,000 500,000 This budget does not include additional funding for the Mary Avenue Bicycle Footbridge. This project is currently on hold until we can re-bid the construction work. Items Requested but not Included: Several requests for funding have not been included in the adopted budget. They include: North Area Vallco Study - Phase II ($100,000 funded in 06/07) Additional Festival Funding Joint Venture Silicon Network Membership $250,000 43,932 5,000 Conclusion I am pleased to submit to you a balanced budget for the upcoming fiscal year 2007/08 and beyond. We are currently enjoying a healthy economy, which is providing us the funding for both operational and capital improvement project needs. This is our short-term situation. Since we know that economic trends are cyclical, we also need to consider long-term financial probabilities. In order to continue the high level of service the community is receiving and ensure a stable and diverse revenue stream, we will need to stay firm to our commitment to implement the Fiscal Strategic Plan. This means supporting economic development, embarking on new revenue sources, and continually asking ourselves how we can deliver high customer service more efficiently. Respectfully submitted, )LJ~.~~ David W. Knapp City Manager 4 City of Cupertino MISSION STATEMENT The City of Cupertino will: . Provide prompt, courteous and equitable service that responds to individual needs. . Treat each customer and employee with respect, dignity, and sensitivity. . Support and encourage individual professional growth and innovation to enhance customer service and employee satisfaction. . Create a positive, professional environment based upon teamwork. . Provide the highest level of satisfaction in all programs and services. 5 BUDGET STRATEGIES FINANCIAL VALUES STATEMENTS The City of Cupertino adheres to the following guidelines and principles in preparing its budget and conducting its day-to-day and long-term fiscal affairs. 1. Revenue Levels . To the extent possible, maximize investment yield while maintaining a high level of liquidity for the City's anticipated capital costs. . Identify and recommend sources of revenue necessary to maintain the services desired by the community and to maintain the City's quality of life. . Perform ongoing evaluations of existing sources of revenue to maximize the City's revenue base. . Recover costs of special services through user fees. . Allocate all internal service charges to appropriate user departments. . Ensure that Enterprise activities remain self-supporting in the long term. 2. Expenditure Control . Maintain operating activities at levels which are offset by revenues. . Evaluate expenditures at the department and project levels to ensure control. . Reduce costs and improve productivity through the use of efficiency measures. . Structure debt refinancing to provide the necessary capital while minimizing future debt service costs. 3. Long-Term Financial Stability . Ensure ongoing productivity through employee training and retention programs. . Pursue consolidation of resources and activities with other agencies and jurisdictions where beneficial. . Ensure financial planning flexibility by maintaining adequate fund balances and reserves. . Provide for major maintenance and repair of City buildings and facilities on a timely basis. . Provide for infrastructure asset preservation that maximizes the performance of these assets at minimum life-cycle costs. . Continually evaluate and implement long-term financial planning including technology automation, multiple year capital improvement programs, revenue and expenditure forecasting. 6 BUDGET STRATEGIES CITY COUNCIL WORK PROGRAM Maior Developments Process applications for and work with the development community to present the best projects for our community for: . Cupertino Square . AMC Theaters . Rose Bowl . Hotel Capital Improvements Design and implement the following capital improvement projects: >- Mary Avenue Pedestrian Footbridge . Phase I completed (grading, fencing and utility relocation). . Phase II final design underway. >- Stevens Creek Corridor Park. Includes improvements to Blackberry Farm picnic grounds, creek realignment and restoration, trail construction. Funding is secured for Phase I and grant application process for Phase II has begun. >- Rancho Rinconada park. Commence work on a park for Rancho Rinconada and explore potential sites with water district and county parks staff. Pursue acquisition of the two parcels at Sterling and Barnhart. Target date to acquire the water company parcel is June, 2008. >- Pursue neighborhood park in the Homestead area. This area was identified during the General Plan process as an Area deficient in neighborhood parks. Surplus property sale in progress. >- Sports Center pool and bath house upgrade. Cost to upgrade exceeds it value to community. Parks and Recreation Commission to make recommendation for CIP budget hearing in May 2007. >- Construct Reach a Trail. Walking and hiking trails in Reach A are complete. 7 Budget Reference 198,202 239-264 BUDGET STRATEGIES CITY COUNCIL WORK PROGRAM Budget Reference CapualImprovemen~(continued) 239-264 ~ Quinlan Fountain. Propose project to replace the fountain. ~ Mary Avenue Pedestrian Crossing (Oaks & Senior Center). Construct project during May and June 2006. On!anizational Improvements 172,173 ~ E-Services. Bring City Hall to the customer and improve efficiency of service delivery. Applications completed and/or in process: . On-line building permits . On-line business licenses . On-line job applications . City public records . Economic Development land use site . Recreation registration . Community Outreach Program . N eighborhood Watch eCap . On-line Muni Code . Digital signage . Sports Center tennis court/Golf Course tee times . 3N - Enables City to communicate with thousands of people on any device. . E-mail notification . City Mapguide . Mapguide Inquirer . Webcasting . On-line Elections page . Access Cupertino . City projects, bids & RFP's . Street sweeping notification 8 BUDGET STRATEGIES CITY COUNCIL WORK PROGRAM >- Fiscal Strategic Plan. 12-26 Develop a long-term solution to reposition the City to ensure services can be fully supported by revenues collected. . Pursue correction of ERAF percent for TEA funding. . Schedule public hearing to adopt safes as a standard condition on residential development. . Prepare ballot measure for a utility tax ordinance update for November 2007. . Prepare ballot measure for an ordinance for November 2007. Public Safetv >- Law Enforcement 160-161 . Continue emphasis on Neighborhood Watch and provide quarterly Neighborhood Watch maps. >- Emergency Preparedness 166-167 . Continue emphasis on Emergency Response (ER) and Preparedness. . Continue expanding outreach programs. . Continue ER training for City staff. . Increase program staffing. . Master database update/custom program. . Pandemic flu. . Mass immunizations. . Managing spontaneous volunteers. >- Traffic Safety . Implement the "walkable city" concept. . Revisit access between Whole Foods, Peet's Coffee and Panera Breads. . Review traffic safety issues including safe routes to school program, Street Smarts Program, Tri-school/Regnart traffic improvements, and revisit the Red Light Program. 198-199 224-225 251-253 9 BUDGET STRATEGIES CITY COUNCIL WORK PROGRAM Housim! >- Provide housing opportunities for Cupertino workers. >- Develop teacher housing assistance program >- Nexus study for Housing Mitigation fees. >- Cleo Avenue affordable housing. >- BMR Manual update. Economic Development/Redevelopment >- Encourage, retain and support healthy environment for retail growth. >- Consider retail in reviewing new development. >- Hire an Economic Development/RDA Manager. >- Propose options for helping Cupertino Square. . Funding possibilities . Promotion of AMC grand opening Plannin1! >- North Vallco phase one concept plan. >- Review Heart of the City Plan >- Develop Green Building Standards. >- Prepare a historic preservation policy. >- Propose policy for tree topping under property maintenance standards. >- Tree ordinance. 10 Budget Reference 200-201 198-199 198-199 BUDGET STRATEGIES CITY COUNCIL WORK PROGRAM BuildinJ! Communitv ~ Continue to offer opportunities and programs to promote cultural understanding and address the needs of our diverse community. Communitv OrJ!anizations ~ Support the Cupertino Historical Society in its effort to create a Center for Living History. ~ Pursue partnership opportunities with the three school districts including pool, gym, traffic, parking, teacher housing, School Resource Officers and Juvenile Prevention Program. ~ Provide a community events similar to Cupertino Day. ~ Facilitate and coordinate the reconstruction of the Tank House. 11 Budget Reference 146-149 180-181 218-219 182-183 196-197 BUDGET STRATEGIES FISCAL STRATEGIC PLAN Define the Problem - Analyze the Current Funding Gap The 2000-2005 recession coupled with significant increases in retirement and medical costs, energy costs, new infrastructure service needs and the State of California take-always severely undermined the ability of the City of Cupertino to continue delivering high quality municipal services. The City weathered the economic storm by cutting service levels, freezing up to 17 staff positions, refinancing debt service, turning to a full cost recovery fee structure for certain services, realizing one-time revenues through sale of surplus property and reducing employee compensation through direct salary cutbacks and work furloughs. Service levels clearly suffered and sacrifices were necessary across the board. The city learned that our fiscal structure left us vulnerable to the whims of economic fluctuations and the ability of the State to raid our revenue sources. Two major revenue sources, sales tax and property tax, were principal weak points in the above scenario. Cupertino is heavily dependent on business-to-business sales taxes and its retail sales tax is significantly under performing due to the condition of older strip shopping centers in the community and the recent loss of several significant revenue producers such as Anderson Chevrolet and Drexel Heritage Furniture. Also, Cupertino is one of four no-low property tax cities frozen by pre-proposition 13 to abnormally low tax rates. The City must evaluate its revenue structure to ensure more reliable, less volatile revenue sources and evaluate its cost structure to ensure we are operating in a cost effective manner. The following fiscal strategic plan defines strategies to reposition the revenue and cost structure of the city to ensure it is not as severely impacted by future changing economic conditions and that we are able to continue funding of existing and new service levels. The city's audit report for the year ended June 30, 2005 shows the General Fund in a strong net income position after operating expenditures, debt service and transfer obligations. Based on this, and the fact that the federal government is estimating inflation next year in the 3.6% plus levels, one might say that the goal to achieve financial viability is already won. However, the 2004/05 financials are not representative of our true level of service. Vacancies were upwards to 11 % of our authorized workforce, maintenance of infrastructure was cut to an all-time low and because of the shortages in staffing, many budgeted projects were carried over to the current fiscal year. In addition, one-time revenues such as sale of property inflated this bottom line. 12 BUDGET STRATEGIES FISCAL STRATEGIC PLAN To analyze our current funding gap and present for you a more accurate financial picture, we looked at the actual inflows and outflows to the General Fund and identified one-time, non- reoccurring revenue. In addition, we looked at the latest audit report for fiscal year 04/05 and added back the salary and benefits, deferred maintenance and deferred projects approved but not spent. Finally, for 04/05, we deducted the non-reoccurring State payback, park dedication fee payback and sale of property. This provides you a snapshot of what our financial results would have been at fully approved levels of operation and without one-time revenue sources. The following chart shows total revenue (operating and transfers-in) versus total expenditures (operating and transfers-out) for the fiscal years 02/03 to 07/08. One-time revenues are shown in yellow to visually denote the magnitude of inflows versus outflows in the General Fund. 13 BUDGET STRATEGIES FISCAL STRATEGIC PLAN Although Fiscal Year 04/05 ended with a $5.6 million dollar "profit", once one-time revenues are removed and expenditures are reflected at approved levels, the result is a net loss of $1.1 million dollars. This net loss figure does not reflect future concerns in the following areas: ~ Pending legislation will put $389,000 of cable franchise fees in jeopardy; )- Pending court cases may put $350,000 in cell phone utility user tax injeopardy; ~ The City is currently spending $1.53 million per year on active and retiree medical premiums and future liability costs. There are 150 active and 81 retired employees receiving benefits. The cost of providing this benefit has fluctuated and it is conceivable that health premiums could increase in excess of 8% per year; ~ Fuel costs have risen 30% since preparation of the 05/06 budget. The City has approximately 130 rolling stock and vehicles in the fleet. ~ Asphalt is a petroleum-based product and the cost of street work has risen dramatically this year. A consultant is updating the pavement management plan, and has indicated that street jobs are coming in 25% to 46% higher than a year ago; ~ The annexation of Monta Vista, Garden Gate and Rancho Rinconada neighborhoods has lowered the overall pavement standard for Cupertino, and a disproportionate amount of funding has gone into these areas to bring streets closer to city standard; ~ Our current annual $750,000 commitment is minimal for keeping the streets in good order. Keeping pavement in good condition is the most economical maintenance strategy over the long tern; )- Library aquarium maintenance reimbursement will be reduced by 50% ($7,500 per year) starting in 2009 and will be the City's full responsibility in 2014. Besides balancing at the basic level of operating revenues and operating expenses/debt service obligations with the above issues in mind, we will need to fund our reserves at appropriate and/or mandated levels. A healthy "net income" will be required to embark on operational or capital improvement areas that are already being discussed. Some of these projects include: ~ Additional parks on the east side of the city; )- Reserves to accommodate major renovation requirements of our facilities such as the Quinlan Community Center; ~ Funding for environmental components such as artificial turf and solar energy options for fields, parks and facilities; ~ Extended library hours; ~ Improved street standards; ~ Alternative energy sources; )- E-Services; and ~ Risk reduction efforts. Based on the under-funded current and non-funded future needs, staff recommends that the city reposition its revenue and expenditure base to fund an additional $2.5 million per year. 14 BUDGET STRATEGIES FISCAL STRATEGIC PLAN 2007/08 Note: The City's audit report for the year ended June 30, 2006 showed the General Fund in a strong net income position after accounting for operating expenditures, debt service and transfer obligations. This $4.6 million bottom line, however, was inflated by one-time revenues of $3.58 million from the sale of surplus property, loan paybacks and park dedication fee paybacks. As for expenditures, all departments came in under-budget and the low crime rate also contributed to bottom-line savings on our law enforcement costs. Trends improved over prior years, but the General Fund still only realized an operating profit of $1.02 million on a $39,196,000 operating budget. Automate and Streamline Service Delivery We currently have 160.75 full-time equivalent positions in our budget. Although lean for a city of our size, the committee looked at the structure of our organization and areas to automate or streamline. This task was critical since approximately 70% of the general fund operating expenditures are associated with salary and benefit costs. In addition, long-term trends for what we call "hidden" costs (medical insurance premiums, workers compensation and retiree medical costs) are directly associated with the number of our employees. The more we can streamline or contract out services, the more we can control these current and long-term costs. Our hiring freeze last year demonstrated that we couldn't reduce our workforce and maintain all existing programs for any length of time. Our organization is too lean and too flat to accommodate this option without experiencing declines in customer satisfaction and service level. If we are successful in a workforce reduction, programs impacted by staffing reductions need to be identified and either contracted out, modified or eliminated. In addition, previously "frozen" maintenance positions needed to be filled to support infrastructure added during the last five years and to address mounting workload demands associated with deferred maintenance. 305 ..- ....--- I-- ~ r--""'" -. - - - I-- ~- - ,- - - - 1- - 1- 350 345 340 335 330 325 320 315 310 300 2003 2004 2005 2006 I 0 ResidentslEmployees I 2007 15 BUDGET STRATEGIES FISCAL STRATEGIC PLAN We also need to be cognizant of our future personnel needs. Last year we added a full-time Information Technology Assistant to accommodate the workload associated with our increasing technology base. A Facility Attendant was also approved to staff the new Community Hall and an Economic DevelopmentJRedevelopment Agency Manager was added. In early fiscal year 2006/07, we increased law enforcement needs as a result of our annexations and the development of new residential and commercial buildings. 2007/08 Note: In this fiscal year, two new positions will be proposed including increasing a Code Enforcement Officer from half to full time, an Assistant Planner, and a two-year term Park Planner (to work on the Stevens Creek Corridor Park). As an offset, one Recreation Supervisor position has been eliminated through streamlining. The Committee identified several areas for potential short term and/or long term savings for Council's consideration. A. Streamline and reposition our workforce as opportunities arise. As future vacancies occur through attrition, we will need to streamline and reposition our workforce whenever feasible. All vacant positions should be reviewed to identify opportunities for automation, level of effort shifts or other cost saving ideas. We will also need to reposition our workforce to meet evolving workload demands. Greater emphasis will be placed on employee cross training and career development opportunities and on filling vacancies through internal transfers and promotions. Repositioning will provide staffing where it's needed most while reducing our long-term need for additional positions. 2007/08 Note: Parks and Recreation have reorganized resulting in streamlining and elimination of two full-time positions. In addition, two vacancies were filled this year through internal promotions. B. Implement E-Services with the goal of bringing city hall to the customer and reducing our cost of service delivery. The City's E-Service budget was eliminated for two fiscal years in an effort to save expenditures. In 2006/07, an E-Services master plan was drafted which addressed automation opportunities of government services. Examples of products currently being assessed include but are not limited to: )0> Permit tracking )0> Records management/retrieval )0> On-line job applications )0> On-line business licenses )0> Economic Development Information )0> Community Outreach Information )0> Code Enforcement Tracking )0> Website Revision 16 BUDGET STRATEGIES FISCAL STRATEGIC PLAN C. Pursue artificial turf in our athletic fields to reduce maintenance and risks associated with injury. Utilization of artificial turf is a growing trend to curb the rising costs of maintenance and general liability claims. The committee recommends that we use all future youth sports league fees for refurbishment of the fields and that we pursue utilization of artificial turf and solar energy whenever feasible and cost effective. 2007/08 Note: No activity to date. D. Pursue alternate energy sources for the City's infrastructure and vehicle replacement needs. The committee recommends the City investigate use of alternative energy for application in City facilities and vehicles where it is a proven cost benefit. 2007/08 Note: Purchased hybrid vehicles where possible. Stabilize and Reposition Revenue Sources Sales Tax by Economic Category 8,000,000 - 7,000,000 - 6,000,000 5,000,000 II Business to Business o General Retail iii Food Products . Transportation o Construction o Miscellaneous 4,000,000 3,000,000 - 2,000,000 - 1,000,000 o 2004/4 2005/1 2005/2 2005/3 2005/4 200611 2006/2 200613 2006/4 Year Ending Quarter Cupertino has historically been heavily dependent on sales tax as a major general fund revenue source, however trends over the past ten years have changed not only the percentage of revenue received from this source (31.6%) but also the make-up of where the revenue is coming from. Ten years ago, over 50% of our sales tax base came from the retail sector where today 59.2% is from the business-to-business or the high-tech sector. 17 BUDGET STRATEGIES FISCAL STRATEGIC PLAN Our largest sales tax producer, Apple Computer, comprises 26% and given the volatility of the high tech industry, this fact alone has put this revenue source in an "at risk" situation. To add to this concern, the State is continuing it's efforts to change the way Internet sales are reported and, if they are successful, will dramatically affect the amount of sales tax revenue currently received from our top three producers - Apple, Hewlett Packard and Insight, Inc. During the recent years of budget cuts, we have mainly focused our efforts on reduction of expenditures. No new revenue sources per se have been implemented with the only major change resulting from an independent analysis of existing fees to ensure that we are covering our costs of service. The Committee believes that it would be prudent to consider the following revenue strategies: A. Pursue Tax Equity Allocation (TEA) reliefwith Santa Clara County. When Proposition 13 passed in 1978, it froze property taxes at their current levels. This action created significant problems for cities that at the time had low property tax rates because they couldn't raise those rates to meet their community needs. Four cities, including Cupertino, are significantly below the average. Weare actively pursuing an amendment to bring us to par with the TEA rate of7% with the County. 2007/08 Note: During 2006/07, the passage of State legislation reversed a 1980's decision and restored a portion of our property tax revenue which had been lost to the County. City Council was instrumental in getting this legislation approved This TEA change provided another $1.35 million in property taxfor the fiscal year. This year, we will continue to work on the TEA issue to finish correcting the inequitable distribution of property tax. If successful, this would mean another $600,000. B. Re-assess Park Dedication Fees on an ongoing basis to capture rising real estate costs associated with park acquisition. Each time a new development application comes to the City, real estate costs should be researched to ensure that the park dedication fees are current and reflect appropriate costs for property acquisition. This will ensure that our purchasing power is not diminished. 2007/08 Note: Completed and ongoing. C. Negotiate with Hansen regarding future land use rights in exchange for annexation. Hansen currently resides in the County but utilizes Cupertino streets for access to its site. The cement trucks that frequent Foothill Boulevard and Stevens Creek inflict much more street and landscape maintenance needs than the average user. Cupertino has been absorbing the traffic and pavement issues associated with this business, but receives no revenue benefit. It is estimated the utility users tax from this site alone will bring over $1 million per year to the city. The committee recommends pursuit of annexation in exchange for future land use rights. 18 BUDGET STRATEGIES FISCAL STRATEGIC PLAN 2007/08 Note: The City has approached Hansen and opened a dialogue to discuss the benefits of current annexation in exchange for a future development agreement. To aid in this planning, staff will propose a modification to the existing business license ordinance this November to add the new category of quarries. D. Support RedevelopmentlEconomic Development for Cupertino Square and other major projects. Analysis shows us that our regional mall is producing well below the average sales tax per square foot that is required to have a strong operation. We currently receive approxi- mately $1.1 million per year from Cupertino Square in sales tax as compared to the Oakridge Mall which is remitting around $5.4 million per year. In addition, build-out projections on infrastructure will provide about $2 million per year in new tax increment for the project area starting in 07/08 and approximately $23 million for low and very-low housing over the next 30 years. To decrease our dependence on the business-to-business sector, we recommend strong support for the mall redevelopment. In addition, as new developments come before the Planning Commission and City Council, we recommend a quality retail component be incorporated into the project. 2007/08 Note: Sales tax looks promising as our regional mall Cupertino Square sees the impact of the new 16-screen AMC theater and a soon to be opened Strike Bowling center. These changes have sparked a shopping-entertainment buzz that things at the mall are finally changing for the better. One-third of all retail space in the city is located in Cupertino Square. Its success means important commercial services for our residents and needed sales tax dollars to fund municipal services. Other retail developments under construction include a new Japanese Market, a 68,000 square foot Whole Foods Market and several new restaurants such as California Pizza Kitchen, Islands and Mer/ion. 19 BUDGET STRATEGIES FISCAL STRATEGIC PLAN E. Consider an Entertainment Tax and a modification to our existing Utility User Tax Ordinance in conjunction with the municipal election November, 2007. The Committee recommends that we consider placing on the ballot both an entertainment tax and re-wording of our UUT Ordinance to reflect recent trends in technology and retain existing UUT revenue such as cell phone remittances. 2007/08 Note: We will propose taking three measures to the voters this fall. The first would update our utility user tax ordinance for current technology trends in the effort to retain our existing utility tax base. The second would add a new business license category for quarries so that if a quarry annexes to the city, we have a revenue generator in place to pay for the added service requirements. And third, we will propose a minimal tax on theater tickets to be used for extended library hours and maintenance, thus providing the on-going revenue to open the library seven days a week F. Phase out om~..time revenue to the General Fund. Limit park dedication fee payback to the General Fund to $500,000/year for 06/07, decreasing by $100,000 increments each year with additional revenues vesting to the Park Dedication Fund. The Committee believes that the payback of park acquisition costs inflates the General Fund revenue and gives the impression that this is on-going revenue from operations. As this funding will eventually "dry up" it is prudent to replace it with true operational and annual revenue streams. 2007/08 Note: Park Dedication fee payback was completely eliminated with this year's budget. G. Consider assessing a sales tax in..lieu fee for discontinuance of retail land use. This concept would assess any developer who proposes taking land use currently zoned for retail/commercial use and replacing the infrastructure with non-sales tax producing product such as housing. 2007/08 Note: The City Council reviewed this concept and has decided not to pursue an in-lieu fee. 20 BUDGET STRATEGIES FISCAL STRATEGIC PLAN H. Re-visit the adoption of a County Communication fee if our sales tax composition exceeds 50% from the business-to-business sector. Two years ago a 9-1-1 fee for County Communications was deliberated on by the City Council. Estimates showed $1 per line per month would provide approximately $650,000 towards a $750,000 cost of service. Given our high percentage amount of business-to-business sales tax, the committee proposes to re-visit this fee if our sales tax composition exceeds a 50% benchmark. Our current mix of sales tax providers results in a high risk of fluctuation in our largest general fund revenue category, and a 9-1-1 fee would identify a new and stable revenue source to offset this risk. 2007/08 Note: Council did not want to pursue at this time. I. Consider a Refuse Vehicle Impact Fee. Several cities in California have successfully levied a street impact fee on their refuse providers to offset the wear and tear on city streets from these oversized vehicles. Such an assessment would pass the cost of street repairs due to heavy usage through to the garbage company and provide needed funds for maintenance, but ultimately result in fee increases to the customer. The Committee was not in agreement on pursuit of this revenue. 2007/08 Note: Council did not want to pursue at this time. Decrease Expenditures and Risk Exposure The Committee looked at our major programs in relation to operating costs and risk exposure associated with general liability claims and workers compensation claims. Currently, claim costs are paid directly by the Risk Management Division, which results in an understatement of the true cost of service of some of our programs. For high-exposure or highly loaded "hidden cost" programs, additional trend analysis was performed to establish what other municipalities are implementing in an effort to decrease expenses and areas of risk. Several suggestions for potential short term and/or long term savings have been identified for your consideration: A. Require developers to maintain new open space associated with their projects. With new parks and open space come the costs associated with maintaining those green spaces throughout our city. The Committee believes that it is in our best interests to use the permit process to require the developer to pay for, or provide for, mechanisms that fund the maintenance of these parks. 21 BUDGET STRATEGIES FISCAL STRATEGIC PLAN Suggestions include the incorporation of a landscape district or homeowners association within the new development. Or, as in the case of Cali Mill Plaza, the property and it's maintenance would stay with the developer. It is estimated that it costs the Public Works Department approximately $40,000 per year for every new acre of parkland that goes on-line. This recommendation would hold the line on our park maintenance and help control future costs in this area. 2007/08 Note: Included in current development proposals. B. Require safety enhancements in new developments. The City has experienced an increase in residential burglaries this past year, which increases our sheriff costs. Many of these crimes involved taking jewelry from the homes. We suggest that new housing developments be required to have built-in safes to secure valuables and reduce accessibility of jewelry in an effort to reduce/deter crime. 2007/08 Note: Staffwill present this program duringfiscal year 2007/08. C. Contract School Maintenance In the 1990's, the City issued approximately $5 million in bonds to refurbish 9 school sports fields. The agreement with CUSD provided that we refurbish and maintain the fields in exchange for their use during non-school hours. This provided an excellent partnership by providing CUSD with high-quality fields and the City with expanded parkland. This has resulted however in a duplication of both maintenance equipment and workers between the two organizations. 22 BUDGET STRATEGIES FISCAL STRATEGIC PLAN Currently, our Ground Maintenance Division mows 33.17 acres and edges 24,305 linear feet of turf at these school sites. Transitioning the mowing operation only to CUSD would reduce our long-term "hidden costs" and our vehicle and equipment replacement needs. The current cost to provide mowing service to the schools is $137,594 out of $555,000 in total expense per year. 2007/08 Note: Do not pursue at this time. D. Add Capital Improvement Projects only if on-going maintenance funding can be identified (LLD, homeowners association, development maintained/owned). The City is currently using the permit process to incorporate private maintenance of sidewalks, medians and other improvements for new developments. For City projects, all associated budget costs should be considered with the adoption of the original budget for the Capital Improvement Program. 2007/08 Note: Completed and ongoing. E. Increase the number of Block Leaders, Neighborhood Watch programs and CERT graduates. . Increases in these programs will capitalize on community policing and reduce/maintain sheriff costs. We also encourage commissioners to become involved in these programs. 2007/08 Note: Completed and ongoing. 23 BUDGET STRATEGIES FISCAL STRATEGIC PLAN F. Change accounting for Enterprise Funds The Committee proposes that all Enterprise Fund activity be reflected in the individual fund whereby all costs, including building costs are recognized in one place. In addition, all revenues associated with the complex should be recognized in the fund. The reader could easily ascertain the subsidy from the General Fund and Council could quantify self- supporting percentages for each fund. 2007/08 Note: We have reviewed our parks and recreation operations and have restructured the department to separate the self-supporting programs in the enterprise funds and reflect all of the subsidized programs in the General Fund. G. Continue to investigate cost-saving options for medical and retiree medical insurance. The City should analyze the benefits of setting up a trust for the retiree medical reserves to increase investment return and decrease funding obligations. In addition, staff should continue to look for ways to reduce medical benefit costs including benefits for City Council. 2007/08 Note: The City will be pursuing legislation this year to provide a low-cost retiree medical option for new hires. Employee contracts were negotiated in May, 2007 which provide for this option if, and when, available. H. Adopt a Sidewalk Liability Ordinance requiring the landowner to be responsible for sidewalk maintenance and claims to third parties from failure to maintain. The City has approximately 250 miles of sidewalk to monitor and maintain. The annual sidewalk, curb and gutter contract is $500,000 plus an additional $150,000 in inspection and contract monitoring costs. It requires 1.25 full time staff per year. Since it is impossible for one worker to cover the miles of sidewalk that we are ultimately responsible for, we are at risk for claims associated with needed repairs. 24 BUDGET STRATEGIES FISCAL STRATEGIC PLAN The landowner however, already has a duty to inspect and maintain the area and is considered the most able to recognize and respond to a potential hazard. Sidewalk falls are ABAG's second most frequent claim with $4.5 million paid during the past 15 years in settlement and attorney fees. The City has paid over $100,000 in costs associated with these claims in the past five years and two new claims this year could equal $100,000. The Committee recommends that we continue to inspect and mark needed repairs, but that the liability for repair and associated claims vest to the property owner. 2007/08 Note: Council did not want to pursue at this time. I. Adopt a Tree Maintenance Ordinance requiring the landowner to be responsible for their street trees. The Street Tree Maintenance program provides for maintenance for over 13,000 trees, including safety trimming and clearing for vehicle and pedestrian height clearance. It costs approximately $525,000 per year, which covers 4.2 positions equipment costs of almost $200,000. As per the above suggestion, the Committee considers the landowner the most able to recognize and respond to a potential hazard caused by the tree(s). We recommend that we continue to inspect and notice needed maintenance, but that the liability for maintenance and associated claims should vest to the property owner. 2007/08 Note: Council did not want to pursue at this time.i 25 BUDGET STRATEGIES FISCAL STRATEGIC PLAN Imulementation Timeline Stabilize and Re osition Revenue Sources Tax E ui Allocation - Phase IIPhase II Re-assess Park Dedication Fees Hansen Ne otiations Su ort Redevelo ment Pro"ects Libr Theater Tax Phase Out One-Time Revenue to General Fund Modi UUT to Include New Technolo Modi Business License Ordinance for Quarries A roach FoothilllDeAnza to Share Sheriff Costs Refuse Vehicle 1m act Fee Sales Tax In-Lieu Fee Coun Communications Fee Decrease Ex enditures and Risk Ex osure 2006/07 2007/08 2008/09 2009110 2010/11 L >'--~.'I Completed and/or policy in place I In process/to be implemented _ Not approved at this time 26 BUDGET STRATEGIES PERFORMANCE MEASURES Deuartment/Descriution Goal/Obiective Actual Public Information Access Cupertino Response Time 3 Days 3 Days Law Enforcement Sheriff Response Time Priority 1: 5 Minutes Priority 1: 4.26 Priority 2: 9 Minutes Priority 2: 7.15 Priority 3: 20 Minutes Priority 3: 15.82 Administrative Services Investment Portfolio Rate ofRetum (ROR) Greater than LAIF ROR Below LAIF ROR Accounts Payable Processing 5 Days 1-5 Days Archival Research Requests 5 Days 1-5 Days Duplication Requests Routine: 1 Day 1 Day Special: 3 Days 1-3 Days Recruitments: Qualification Lists to Depts. 60 Days 45-60 Days Parks and Recreation Cultural Programs Revenue - 2006/07 $451,371 $510,636* Youth & Teen Programs Revenue - 2006/07 $746,064 $774,645* Provide Middle School Dances 10 Dances 9 Dances Teen Center Membership 550 510 Sports Center Revenue - 2006/07 $1,393575 $1,639,932* Sports Center Membership 1,021 1,336 Senior Center Revenue - 2006/07 $559,561 $686,472* Senior Center Membership 1,939 Members 1,935** Senior Center Volunteer Service 15,795 Hours 8,253** Senior Trips 49 41** Community Development Planning Applications 216 207 Building Permit Applications 2,190 2,302 Building Inspections 21,022 24,423 * Revenues through 6/28/07 ** January 2007 through May 2007 27 BUDGET STRATEGIES PERFORMANCE MEASURES Deuartment/Descriution Goal/Obiective Actual Public Works Street Sweeping Street Maintenance Sidewalk Repair/Maintenance Graffiti Cleanup Streetli ts Maintenance 696 Curb Miles/Month W/in 24 Hours of Call Emergencies: 24 Hours 48 Hours of Call 5 Days of Call 696 Curb Miles/Month W/in 24 Hours of Call Within 24 Hours 48 Hours of Call 5 Days of Call Community Outreach Block Leader Captains Block Parties Active Neighborhood Watch Groups Trained Emer enc Res onse Team Members 201 29 94 Groups 531 222 24 109 Groups 570 28 BUDGET GUIDE The budget is the City's fundamental policy document. It describes the City's goals and details how resources are allocated to achieve these goals. In addition, the budget serves as the annual financial plan, an operations guide and a communications tool. The budget guide provides an overview of the elements of the budget document. It describes the structure of the City's finances and the annual budget process and includes a glossary of budget terminology. ELEMENTS OF THE BUDGET DOCUMENT The budget document includes the following key elements: 1. Budget Message: The Budget Message is the City Manager's transmittal letter submitting the budget to the City Council. The Budget Message summarizes the City's current and long- term financial position, highlights new programs and organizational changes addressed in the budget and outlines both short and long-term goals of our city government. 2. Budget Strategies: The Budget Strategies section includes the City's mission statement, the Financial Values of the City and identified City Council goals for the fiscal year. The 2007- 08 operating budget addresses the implementation of these goals and explores various revenue enhancements and cost reduction measures. 3. Financial Summaries: The Financial Summaries section provides financial information on projected revenues, expenditures, fund balances and reserves. This section includes the Budget Summary of Funds as well as detailed fund descriptions and information on all revenue sources and expenditure projections. In addition to 2007/08 information, this section includes fund balance trends and detailed revenues and expenditures projections for the next five years. This section includes an analysis of all City revenues by category. Our major revenue projections are based on trends, current economic indicators and other agency input. Sales tax projections are based on input from our sales tax consultants, industry trends and major company forecasts. Property tax revenues are projected by the county and adjusted by staff based on known trends. Park dedication fees are estimated based on current development projects and other taxes are reviewed monthly and budgets are based on this trend analysis. 4. Departmental Operating Budgets: The Departmental Operating Budgets section details historical and proposed expenditures by operating department. The City is organized into eight key operating functions, including the Administration, Law Enforcement, Public Information, Administrative Services, Parks and Recreation, Community Development and Public Works. Each department budget includes a summary narrative, financial information regarding the department and each of its major divisions and personnel information. 29 BUDGET GUIDE Expenditures for employee compensation are based on negotiated contracts. The materials category of expenditures are based on trends. Contract services and capital outlay are justified each year by the departments. Departmental expenditures are divided into five categories, which include the following charges: Employee Compensation represents permanent full-time and part-time salary costs, overtime, PERS retirement, health insurance costs, and other benefits. Materials represents items purchased for repair and maintenance, operational activities such as books, uniforms and recreation supplies, and office supplies. Contract Services represents legal, consulting and other professional services, contract repair and maintenance, utility charges, training and memberships, equipment rentals, insurance and employment services. Capital Outlay represents expenditures for tangible fixed assets including land, buildings, furniture, equipment and City vehicles. Debt Service/Other represents principal and interest payments on outstanding debt and interfund transfers. 5. Non-Departmental Operating Budgets: The Non-Departmental Operating Budgets section details historical and proposed expenditures for the functions of interfund transfers and debt servIce. 6. Capital Improvements: The Capital Improvements section details the proposed capital projects for 2007-08 through 20011-12. These projects are organized into six categories: Parks, Buildings, Medians and Overpasses, Streets, Traffic and Storm. The five-year budget denotes funding sources and a description of each project. The City Council approves funding of the Capital Improvements on a yearly basis. STRUCTURE OF THE CITY'S FINANCES The City's finances are structured in a variety of funds that are the basic accounting and reporting entities in governmental accounting. The funds that comprise the 2007-08 budget are grouped into two major categories, Governmental Funds and Proprietary Funds. The purpose of each of the various funds within these two categories is described below: 30 BUDGET GUIDE GOVERNMENTAL FUNDS Governmental Funds include Tax Supported Funds, Special Revenue Funds and Federal Grant Funds. They are accounted for under the modified accrual basis of accounting. Tax Supported Funds include the General and Capital Improvement Funds. The General Fund is the primary operating fund for governmental services, funding traditional tax-supported activities such as law enforcement and community development. The Capital Improvements Fund is utilized for the acquisition or construction of major capital facilities. Special Revenue Funds include the Park Dedication, Gas Tax, Storm Drain, Environmental Management and Leadership Cupertino funds. The use of Special Revenue Fund resources is legally restricted for specific purposes. Federal Grant Funds include the Federal Housing and Community Development Block Grant programs. The Community Development Block Grant is a federally funded program for housing assistance and public improvements. PROPRIETARY FUNDS Proprietary Funds include Enterprise Funds and Internal Service Funds. They are accounted for under the full accrual basis of accounting. Enterprise Funds, including the Resource Recovery, Sports Center, Blackberry Farm, Recreation and Senior Center funds, are used to account for operations that are self-supporting with user fees covering expenditures. Internal Service Funds include the Workers Compensation, Management Information Services, Equipment and Long-Term Disability funds. Internal Service Funds are similar to Enterprise Funds, except that fees are charged to user City departments to cover the costs of services provided by the activity. COST ACCOUNTING By using this financial technique, the City is able to assess the true cost of providing a service and benefits. The Internal Service Funds and Enterprise Funds capture the full cost of a program's activities. Internal users of information management, fleet and equipment, and insurance are assessed rental rates through their programs for the use and eventual replacement of such services and equipment. Employee benefits such as leave usage, retirement and insurances are also recovered as revenue of the funds by charging the programs that use personnel services. 31 BUDGET GUIDE THE ANNUAL BUDGET PROCESS The City's annual budget is prepared on a July 1 to June 30 fiscal year basis. The budget process is an ongoing process that includes the phases of development, proposal, adoption, and monitoring. The budget development phase begins in February with the preparation of budget instructions and goal setting sessions by the City Council and City Manager. During March, departments prepare the budgets for which they are responsible. These proposed department budgets are reviewed by the Finance Division and compared to current and prior year trends. The City Manager then reviews the proposals with the City Treasurer and departmental staff and makes final adjustments. The proposed budget is then submitted to the City Council in May. During the months of May and June the Council considers the budget proposals at a series of City Council Study Sessions and meetings. At this time, the Council hears from Boards, Commissions and community groups regarding budget requests and recommendations. Prior to June 30, the City Council holds public hearing(s) on the budget and then adopts the final budget by resolution. The adopted budget takes effect on July 1, the first day of the new fiscal year. After the budget is adopted, the City enters the budget monitoring phase. Throughout the year, expenditures are monitored by the Finance Division staff and department managers to ensure that funds are used in an approved manner. Adjustments to expenditures within or between departmental budgets are accomplished on an as-needed basis administratively throughout the year. The City Manager and Department Heads can transfer funds between their line items and/or divisions as needed. City Council approval is required for additional appropriations from fund balances or for new revenue sources. 32 BUDGET GUIDE GLOSSARY OF BUDGET TERMINOLOGY The City's budget contains specialized and technical terminology that is unique to public finance and budgeting. To help the reader understand the terms, a glossary of budgetary terminology has been included in the document. Adopted Budget - Revenues and appropriations approved by the City Council in June for the following fiscal year. Allocated Costs - An expense charged by one department/division to another for services performed or expenditures of a general nature that are charged to one main account and allocated to other departments/divisions by a specified formula. Appropriation - An authorization made by the City Council that permits the City to incur obligations and to make expenditures of resources. Budget - A financial plan for a specific period of time (fiscal year) that matches all planned revenues and expenditures with various municipal services. Budget Amendment - A legal procedure utilized by the City Manager to revise a budget appropriation. Adjustments to expenditures within or between departmental budgets may be accomplished administratively. City Council approval is required for additional appropriations from fund balance or new revenue sources. Capital Improvement Program - A plan for capital expenditures to provide for the acquisition, expansion or rehabilitation of an element of the City's physical plant to be incurred over a fixed period of several future years. Capital Outlay - Expenditures relating to the purchase of equipment, land and other fixed assets. Cost Recovery - The establishment of user fees that is equal to the full cost of providing services. Department - A major administrative segment of the City that indicates overall management responsibility for an operation or a group of related operations within a functional area. Division - A unit of organization that reports to a department. 33 BUDGET GUIDE Enterprise Fund - A fund established to account for activities that are financed and operated in a manner similar to private business enterprises, in which costs of providing services are primarily recovered through user fees. Estimated Budget - The status of appropriations between July 1 and June 30. Includes the adopted budget, budget amendments, prior year encumbrances, approved carryovers, and transfers between objects, divisions and departments. Expenditure - Utilization of fund resources. Expenditures include operating expenses, debt service and capital outlays. Expenditure Category - A basis for distinguishing types of expenditures. The major expenditure categories used by the City are: employee compensation, materials, contract services, capital outlay and debt service. Fiscal Year - A twelve-month time period signifying the beginning and ending period for recording financial transactions. The City has specified July 1 through June 30 for its fiscal year. Fund - A fiscal and accounting entity for which the recording of financial transactions is made for the purpose of carrying on specific activities in accordance with the requirements placed upon the use of financial resources. Fund Balance - The net effect of assets less liabilities at any given point in time. General Fund - The fund used to account for the major operating revenues and expenditures of the City, except for those financial resources that are required to be accounted for in another fund category. General Fund revenues are derived primarily from property and other taxes. Goal - Broad mission statements that define the purpose of a department. Infrastructure - Long lived capital assets that normally are stationary in nature and can be preserved for a significantly greater number of years than most capital assets. Examples include roadways, bridges, and drainage systems. Internal Service Fund - A fund used to account for the services provided by one department to other departments on a cost-reimbursement basis. 34 BUDGET GUIDE Operating Budget - A financial plan for the provision of direct service and support functions that provide basic governmental services. The operating budget contains appropriations for such expenditures as employee compensation, materials, contract services, capital outlay and debt service. It does not include Capital Improvement Project expenditures. Reserve - An account used to designate a portion of the fund balance for a specific future use and is, therefore, not available for general appropriation. Revenue - Increases in fund resources. Revenues include income from user fees, taxes, permits, and other sources. Section - A unit or organization that reports to a division. Self-Supporting Activity - An enterprise activity where all service costs (including principal and interest debt payments) are primarily covered solely from the earnings of the enterprise. Subsidy - Supplemental resources provided to ensure adequate funding when anticipated expenditures exceed revenues. User Fees - Fees charged to users of a particular service provided by the City. 35 :J-/istory Cupertino owes its name and earliest mention in recorded history to the 1776 expedition led by the Spaniard, Don Juan Bautista de Anza, from Sonora, Mexico to the Port of San Francisco to found the presidio of St. Francis. Leaving the majority of the party of men, women, and children in Monterey to rest from their travels, deAnza, his diarist and cartographer, Petrus Font, and 18 other men pressed on through the Santa Clara Valley in late March to their San Francisco destination. With the expedition encamped in what is now Cupertino, Font christened the creek next to the encampment the Arroyo San Joseph Cupertino in honor of his patron, San Guiseppe (San Joseph) of Cupertino, Italy. The arroyo is now known as Stevens Creek. The village of Cupertino sprang up at the crossroads of Saratoga- Sunnyvale Road (now DeAnza Boulevard) and Stevens Creek Boulevard. It was fIrst known as West Side; but by 1898 the post office at the Crossroads needed a new name to distinguish it from other similarly named towns. John T. Doyle, a San Francisco lawyer and historian, had given the name Cupertino to his winery in recognition of the name bestowed on the nearby creek by Petrus Font. In 1904 the name was applied to the Crossroads and to the post office when the Home Union Store incorporated under the name, The Cupertino Stores, Inc. ",'~ Many of Cupertino's pioneer European settlers planted their land in grapes. Vineyards and wineries proliferated on Montebello Ridge, on the lower foothills, and on the flat lands below. After 1906 a lot more than grape growing was going on in Cupertino. Orchards were thriving and new businesses were being started. In the late 1940's Cupertino was swept up in Santa Clara Valley's postwar population explosion. Concerned by unplanned development, higher taxes, and piecemeal annexation to adjacent cities, Cupertino's community leaders began a drive in 1954 for incorporation. Cupertino rancher Norman Nathanson, the Cupertino - Monta Vista Improvement Association, and the Fact Finding Committee played important roles in this movement. Incorporation was approved in the September 27, 1955 election. Cupertino officially became Santa Clara County's 13th City on October 10, 1955. A major milestone in Cupertino's development was the creation by some of the city's largest landowners of Vallco Business and Industrial Park in the early 1960's. Of the 25 property owners, 17 decided to pool their land to form Val1co Park, six sold to Varian Associates, a thriving young electronics fIrm, founded by Russell Varian, and two opted for transplanting to farms elsewhere. The name Vallco was derived from the names of the principal developers: Varian Associates and the Leonard, Lester, Craft, and Orlando families. 37 2007 Community E~Profi:le' Cupertino, with a population just over 52,000 and city limits stretching across 11 square miles, is considered to be one of the San Francisco Bay Area's most prestigious cities in which to live and work. Economic health is an essential component to maintaining a balanced environment, which provides high-level opportunities, and services that create and help sustain a sense of community and quality of life. Public and private interests must be mutual in that our success as a partnership is a direct reflection of our success as a community. The cornerstone of this partnership is that of a cooperative and responsive government that provides an environment for business and residential prosperity and fosters strong working relationships with all sectors ofthe community. Our economic development strategies are tailored to address the specific needs of the community. As the City of Cupertino is a mature city with over 90% buildout, our focus concentrates more on business retention and revitalization. Business recruitment is site specific and targeted to industries that enhance, rather than draw from, our existing business base. -J I .~ tL~.;. ~"'1 :- JI l .~ _.. ~l&l~ tr .... 6;, _- --~. ~~ ...-..----~ ~ As home to many well-known high-tech companies, Cupertino offers a dynamic and exciting business climate. Apple Computer is headquartered in the city along with Symantec and Portal Software. In addition, key divisions of Hewlett Packard, Sun Microsystems and Borland are also located in Cupertino. The City's proactive economic development efforts have resulted in a number of innovative, mutually beneficial partnerships with local companies. The City strives to retain and attract local companies through policies of balanced growth and streamlined permitting. Cupertino Square includes Macy's, Penney's and Sears as anchors and features popular chain stores such as Victoria's Secret, Express and Natural Wonders. Shoppers can also enjoy iceskating at the mall's ice skating rink or a nice meal at Todai Restaurant. The mall is undergoing major changes with the addition of a 16-screen movie theater, which opened in Apri12007, California Pizza Kitchen, and many other new shops. Cupertino Square is becoming a vibrant, exciting place for residents and visitors to enjoy. The City of Cupertino has a history of providing high-level municipal services to complement the sense of community and quality of life enjoyed by our constituents. The City will continue to enhance and promote a strong local economy to provide municipal services that make Cupertino a place that people are proud to call home. 38 2007 CLty py~ The City of Cupertino operates as a general law city with a city council-city manager form of government. Five council members serve four year, overlapping terms, with elections held every two years. The council meets twice a month on the first and third Tuesday at 6:45 p.m. in the Community Hall. The City has 160 authorized full-time benefited employees. City departments include administrative services (finance, human resources, IT, city clerk, emergency preparedness, outreach programs, code enforcement); community development (planning, building, and economic development); parks and recreation; public works (engineering, maintenance, transportation, and environmental); and public information. Police service is provided by the Santa Clara County Sheriff's Department, and fIre service is provided through the Santa Clara County Fire District. Assisting the city council are several citizen advisory commissions/committees which include housing, telecommunications, fme arts, library, planning, audit, parks and recreation, bicycle and pedestrian, teen, senior, and public safety. Members of the volunteer boards are appointed by the city council and vacancies are announced so that interested residents may apply for the positions. Residents are kept informed about city services and programs through the Cupertino Scene, a monthly newsletter; Cupertino's government access cable TV channel; The City Channel; and the city's website. Housing Apartment and duplex rentals range from $1,125 to $2,900 per month. As of April 2007, the average price of an existing single family home is $1,050,000 and the average price of a condominimumltownhouse is $675,000. Community Health Care Facilities Cupertino is served by the Cupertino Medical Clinic, NovaCare Occupational Health Services. Nearby hospitals include El Camino Hospital in Mountain View, O'Connor Hospital in San Jose, Community Hospital of Los Gatos, Kaiser Permanente Medical Center in Santa Clara, Stanford Hospital in Palo Alto, and the Saratoga Walk-in Clinic in Saratoga. Utilities Gas & electric - Pacific Gas and Electric, (800) 743-5000. Phone - AT&T, residential service (800) 894-2355; business service (800) 750-2355. Cable - Comcast, (800) 945-2288. Garbage - Los Altos Garbage, (408) 725-0420. Water - San Jose Water Company (408) 279-7900 and California Water (650) 917-0152. Sewer Service - Cupertino Sanitary District (408) 253-7071 Tax Rales and Government Services Residential, commercial, and industrial property is appraised at full market value, as it existed on March 1, 1975, with increases limited to a maximum of2% annually. Property created or sold since March 1, 1975 will bear full cash value as of the time created or sold, plus the 2% annual increase. The basic tax rate is $1.00 per $100 full cash value plus any tax levied to cover bonded indebtedness for county, city, school, or other taxing agencies. Assessed valuations and tax rates are published annually after July 1. Retail Sales Tax: Santa Clara County: 1.25%; City: 1%; State General Fund: 5%; State Local Public Safety Fund: 0.50%; State Local Revenue Fund: 0.25%; County Transportation Fund: 0.25%. Total: 8.25%. Assessed Valuation: (Secured and Unsecured) Cupertino: $10,292,965,413 (6/30/06) County: $238,427,289,517 (6/30/06) Transportation Rail- Southern Pacific, San Jose to San Francisco, with spur line in Cupertino. Air - Seven miles north of San Jose International Airport; 32 miles south of San Francisco airport. Bus - Santa Clara County Transit Systems, Greyhound bus lines Highways - Interstate Route 280, State Route 85. 39 c~ SLat:~LC4I Facts and Figures Population in City Limits Median Household Income Median Age Sales Tax Rate Registered Voters Democrats Republicans Independent Other Did Not State 52,600 $100,411 38 8.25% 24,271 8,885 6,592 301 151 8,346 Alexander's Steakhouse Apple Inc. . Argonaut Window & Door Benihana's BJ's Bar & Grill Chevron Service Stations Chili's Grill & Bar Cupertino Clean Scene Cupertino Smog Pros Cupertino Supply Cypress Hotel & Park Place DeAnza College Campus Center Dental Arts of California Dynasty Restaurant Top 40 Sales Tax Producers Fourth Quarter 2006 (In Alphabetical Order) Elephant Bar Restaurant Hewlett Packard Jade Galore JC Penney Joy Luck Place Longs Drug Stores Macy's Marina Foods Mervyn's Michael's Arts & Crafts Outback Steakhouse Ranch 99 Market Rite Aid Drug Store Rotten Robbie Service Station Sears Shane Diamond Jewelers Shell Service Station Sodexho Marriott Management Symantec Corporation Target TGI Friday's TJ Maxx Union 76 Service Station Valero Service Station Verizon Wireless Whole Foods Demographic Information White Asian Hispanic Black American Indian Native Hawaiian 50.1 % 44.4% 4.0% 0.7% 0.2% 0.1% 40 c~ andRecrearuJ11/Serv~ The Quinlan Community Center The City of Cupertino's Quinlan Community Center is a 27,000 square foot facility that provides a variety of recreational opportunities. Most prominent is the Cupertino Room - a multi- purpose room that can accommodate 300 people in a banquet format. For more information, call (408) 777- 3120. Civic Center and Library The complex has a 6,000 square foot Community Hall, plaza with fountain, trees and seating areas. City Council meetings are now held in the Community Hall as well as Planning Commission and Parks and Recreation Commission. The new 54,000 square foot library, despite reduced hours due to budget cuts, continues to be one of the busiest in the Santa Clara County Library system. For more information call (408) 446-1677. Cupertino Sports Center The Sports Center is a great place to meet friends. The facility features 17 tennis courts, complete locker room facilities, and a fully equipped fitness center featuring free weights, Cybex, and cardio equipment. A teen center is also included as well as a child watch center. The center is located at the comer of Stevens Creek Boulevard and Stelling Road. Telephone: (408) 777- 3160. Cupertino Senior Center The Senior Center provides a welcome and friendly environment for adults over age 50. There is a full calendar of opportunities for learning, volunteering, and enjoying life. There are exercise classes, a computer lab and classes, language instruction including English as a second language, and cultural and special interest classes. The center also coordinates trips and socials. The Senior Center is located at 21251 Stevens Creek Boulevard and is open Monday through Friday 8 a.m. to 5 p.m. Telephone: (408) 777-3150. ------ lm I Blackberry Farm This 33-acre recreational facility is currently closed. The City is currently working on the Stevens Creek Restoration Project which affects the grounds of Blackberry Farm. Highlights of the completed project include: a new Blackberry Farm community park, park/picnic upgrades, remodeled pool and catering station, and a fully accessible trail between Blackberry Farm and McClellan Ranch. The project is expected to be completed in the spring of 2009. The nine-hole golf course remains open during the restoration project. The golf course is located at 22100 Stevens Creek Boulevard. Telephone: (408) 253-9200. McClellan Ranch Park A horse ranch during the 1930'and 40's, this 18-acre park has the appearance of a working ranch. Preserved on the property are the original ranch house, milk barn, livestock barn, and two historic buildings: Baer's Blacksmith Shop, originally located at DeAnza and Stevens Creek, and the old water tower from the Parish Ranch, now the site of Memorial Park. Rolling Hills 4-H Club members raise rabbits, chickens, sheep, swine, and cattle and a Junior Nature Museum, which features small live animal exhibits and dispenses information about bird, animal, and plant species of the area. McClellan Ranch is located at 22221 McClellan Road. Telephone: 777-3120. 41 EtiuctzruJ11/ Winner of numerous state and national awards for excellence, our city's schools are widely acknowledged to be models of quality instruction. Cupertino Union School District serves 15,700 students in a 26 square mile area that includes Cupertino and portions of five other cities. The district has 20 elementary schools and four middle schools, including several choice programs. Eighteen schools have received state and/or national awards for educational excellence. Student achievement is exceptionally high. Historically, district test scores place Cupertino among the premier public school districts in California. The district is a leader in the development of a standards- based system of education and is nationally recognized for leadership in the use of technology as an effective tool for learning. Quality teaching and parent involvement are the keys to the district's success. The Fremont Union High School District serves over 9,000 students in a 42 square mile area covering all of Cupertino, most of Sunnyvale and portions of San Jose, Los Altos, Saratoga, and Santa Clara. The five high schools of the district have garnered many awards and recognition based on both the achievement of students and the programs designed to support student achievement. Student achievement is at an all time high based on the statewide Academic Performance Index (API). All five high schools in the district exceeded their state established achievement targets for the 2000 API. District students are encouraged to volunteer and/or provide service to organizations within the community. During their senior year, if students complete 80 hours of service to a non-profit community organization, they are recognized with a "Community Service A ward" medal that may be worn during their graduation ceremonies. Cupertino is served by four local institutions of higher education: DeAnza College, the University of San Francisco, National University and the UCSC Extension. In addition to these schools, Cupertino's location offers easy access to Stanford University, Santa Clara University and San Jose State University. Building on its tradition of excellence and innovation, DeAnza College challenges students of every background to develop their intellect, character and abilities; to achieve their educational goals; and to serve their community in a diverse and changing world. DeAnza College offers a wide range of quality programs and services to meet the work force development needs of our region. The college prepares current and future employees of Silicon Valley in traditional classroom settings and through customized training arranged by employers. Several DeAnza programs encourage economic development through college credit courses, short-term programs, services for manufacturers, technical assistance, and/or recruitment and retention services. 42 ~Lo-do-~Se€/ Euphrat Museum of Art The highly regarded Euphrat Museum of Art adjacent to the Flint Center on the DeAnza College campus traditionally presents one-of-a-kind exhibitions, publications and events reflecting the rich diverse heritage of our area. The Museum prides itself on its changing exhibitions of national and international stature, emphasizing Bay Area artists. Museum hours are 11 a.m. - 4 p.m. Tuesday, Wednesday, Thursday; 6-8 p.m. Tuesday and 11 a.m. - 2 p.m. Saturday. Telephone: 408-864-8836. Minolta DeAnza Planetarium Stargazers have a Cupertino facility catering to their interests, the Minolta Planetarium on the DeAnza College campus. It hosts a variety of planetarium shows and events, including educational programs for school groups and family astronomy evenings on Saturdays at 7:00 p.m. For more information and current schedule of events, visit the website at www.planetarium.deanza.fhda or call408-864-8814. Flint Center The cultural life of the Peninsula and South Bay is enhanced by programs presented at the Flint Center for Performing Arts located at 21250 Stevens Creek Boulevard at DeAnza College campus. The center opened in 1971 and was named in honor of Calvin C. Flint, the first chancellor of the Foothill-DeAnza Community College District. The box office is open 10 a.m. - 4 p.m. Monday through Friday and one and one half hours prior to any performance. Box office: 408-864- 8816; administrative office: 408-864-8820. Cupertino Historical Society On May 2, 1966, the Cupertino Historical Society was founded as a non-profit organization by a group of 177 longtime residents concerned about the rapid growth in the area and its impact on the quickly vanishing Cupertino heritage. On March 30, 1990, the Society opened the Cupertino Historical Museum dedicated to the preservation and exhibition of the city's history. Through its exhibits the museum attempts to develop and expand the learning opportunities that it offers to the ethnically diverse community of the City of Cupertino. The Society continues to build partnerships with the local school districts to ensure that the history of Cupertino is offered as part of the educational curriculum. The Society is located at the Quinlan Community Center, 10185 N. Stelling Road. Telephone: 408-973-8049. California History Center Farmers' Market Residents and visitors can visit the farmers' market every Friday from 9:00 a.m. to I :00 p.m. The market is located at the Valko Fashion Park behind Macy's. The California History Center is located on the DeAnza College campus. The center has published 39 volumes on California history and has a changing exhibit program. The center's Stocklmeir Library Archives boasts a large collection of books, a pamphlet file, oral history tapes, videotapes and a couple thousand student research papers. The library's collection is for reference only. Heritage events focusing on California's cultural or natural history are offered by the center each quarter. For more information, call 408- 864-8712. The center is open September through June 8:30 a.m. to noon and 1 :00 p.m. to 4:30 p.m. Monday through Thursday. 43 BUDGET SUMMARY 2007/08 Fiscal Year Estimated Estimated Balance at Operating Operating Non-operating Balance at Funds July 1 Revenues Expenditures Transfers June 30 General Fund $ 21,447,000 $ 40,621,000 $ (33,567,000) $ (14,369,000) $ 14,132,000 Special Revenue Funds: Storm Drain 87,000 200,000 (75,000) (95,000) 117,000 Park Dedication Tax 18,000 1,108,000 1,126,000 Environmental Management 114,000 369,000 (411 ,000) 72,000 Gas Tax 857,000 1,445,000 (2,559,000) 845,000 588,000 Housing & Community Development 3,228,000 761,000 (516,000) 3,473,000 Vallco Redevelopment 18,000 575,000 (219,000) (275,000) 99,000 Fund Totals $ 4,322,000 $ 4,458,000 $ (3,780,000) $ 475,000 $ 5,475,000 Debt Service: Cupertino Facilities Corporation 52,000 (3,538,000) 3,538,000 52,000 Traffic Impact 118,000 39,000 (39,000) 118,000 Fund Totals $ 170,000 $ 39,000 $ (3,577,000) $ 3,538,000 $ 170,000 Capital Projects Funds: Capital Improvement 500,000 446,000 (3,064,000) 2,718,000 600,000 Stevens Creek Corridor Park (6,236,000) 6,236,000 Mary Ave Bicycle Footbridge Fund Totals $ 500,000 $ 446,000 $ (9,300,000) $ 8,954,000 $ 600,000 Enterprise Funds: Resource Recovery 4,778,000 2,486,000 (2,708,000) (500,000) 4,056,000 Blackberry Farm (275,000) 682,000 (567,000) (160,000) Cupertino Sports Facility 64,000 1,763,000 (1,657,000) 170,000 Recreation Programs 791,000 2,270,000 (2,351,000) 710,000 Senior Center 125,000 (125,000) Fund Totals $ 5,483,000 $ 7,201,000 $ (7,283,000) $ (625,000) $ 4,776,000 Internal Service Funds: Information Management 976,000 930,000 (1,060,000) 150,000 996,000 Workers' Compensation 109,000 310,000 (279,000) 140,000 Equipment Replacement 1,648,000 934,000 (943,000) 44,000 1,683,000 Long-term Disability 23,000 58,000 (48,000) 33,000 Retiree Medical Insurance 4,660,000 (682,000) 1,882,000 5,860,000 Fund Totals $ 7,416,000 $ 2,232,000 $ (3,012,000) $ 2,076,000 $ 8,712,000 45 Total City Revenue Total City revenue for fiscal year 2007-08 is expected to be $71,849,000. The chart below provides an overview of all City revenue. General Fund revenue is shown on the next page of this summary. Sales Tax represents the City's largest source of revenue. We receive 1% of the 8.25% collected in the county. Charges for Services includes program and engineeringlbuilding fees from Blackberry Farm, the Sports Center, the Senior Center, Quillian Center and our Community Development and Public Works Departments. Intergovernmental Revenue includes motor vehicle in-lieu fees and grant funds, while Use of Money and Property represents rental fees and interest income on the city investment portfolio. Property Tax increased this last year with the passage of the tax equity allocation (TEA) legislation bringing the City to the State's no/low property tax rate of 7%. Other Taxes include park dedication fees, business licenses taxes and property transfer taxes. Total City Revenue $71,849,000 Fines 1% License & Pennits 5% Charges for Services 13% Capital Projects/Equipment FundingfDebt Paybacks 23% Utility Tax 3% Franchise Fees 4% Sales Tax 18% Misc. Revenues 1% Use of Money & Property 3% Intergovernmental 10% 46 Total City Expenditures Total City expenditures for fiscal year 2007-08 are expected to be $77,834,000. This summary chart provides a quick overview of all the City's operating and capital expenditures. Many of the Special Revenue fund activities, such as the Gas Tax, Storm Drain, Park Dedication and Environmental Management funds, are administered by the Public Works Department. The Public Works Department also oversees the Resource Recovery operations, with expenditures of over $2.7 for the City-wide garbage collection contract and disposal costs. All other Enterprise fund operations are directed by the Parks and Recreation Department, which spends over $8.7 million annually to provide programs for all ages and to maintain the City's enviable community facilities at the Blackberry Farm Golf Course, Quinlan Community Center, Sports Center, and Senior Center. The majority of funding for Capital Projects, which provides for street projects, sidewalks, facilities and upgrades, and major equipment purchases is designated to the Stevens Creek Corridor Park Project and the Mary A venue Bicycle Footbridge. Total City Expenditures $77,834,000 Parks & Council & Commissions 1% Debt Service 6% Administration 1% Law Enforcement 11% Community Development 7% Capital Projects 11% Public Infonnation 1% Public Works 24% 47 General Fund Revenue Total General Fund revenue for fiscal year 2007-08 is expected to be $41,851,000. The chart below provides an overview of our revenue. Sales Tax is used for general government expenditures and is therefore accounted for entirely in the General Fund; it represents approximately 30.7% of General Fund revenue. Our sales tax comes from retail sales, business-to-business (largely high tech sector) sales and use tax. Charges for Services within the General Fund is comprised of revenue from zoning, planning and engineering fees. Intergovernmental Revenue includes motor vehicle in-lieu fees and grant funds. This revenue source represents 11.3% of the budget. Use of Money and Property is received from rental fees and interest income. Property Tax increased this last year with the passage of the tax equity allocation (TEA) legislation bringing the City to the no/low property tax 5% rate. General Fund Revenue $41,851,000 License & Permits 8% Trans fers In 3% Charges for Services 5% TOT 6% Sales Tax 30% Utility Tax 5% Franchise Fees 6% Miscellaneous Revenue 1% Other Use of Money & Taxes Property 3% 5% 48 General Fund Expenditures Total General Fund expenditures for fiscal year 2007-08 are expected to be $49,216,000. General Fund expenditures, for the general operation and administration of the City, comprise over 63.4% of total expenditures. The General Fund budget allows for all expenditures necessary to carry out the basic activities of the City that are not provided through other funds. It includes the necessary resources to carry out police and emergency preparedness; community development through planning, building and economic development activities; public works operations, engineering and maintenance; recreational programs and park utilization; and other general government functions such as legal, personnel, finance and administrative services. The City's debt service costs are also borne by the General Fund, as well as funding for capital projects where grant dollars are not available. General Fund Expenditures (Including Transfers) $49,216,000 Capital ProjectslRetiree Medicalf[ransfers 23% Administrative Services 9% Council & Commissions 1% Public Works 21% Parks & Recreation 7% Law Enforcement 20% Community Development 8% Public Administration Infonnation 2% 2% 49 REVENUE SUMMARY Property Taxes Property taxes represent approximately 16% of total general fund operating revenues. Property tax revenue for the 2007/08 fiscal year is estimated to be $7,124,000. Property tax revenues fluctuate with market conditions from year-to-year; however, they will generally increase in the long-term due to property sales and new construction. In 1978, voters approved the passage of Proposition 13 which froze property tax rates and limited the amount of their increase each year. Cupertino had one of the lowest property tax rates in Santa Clara County receiving $.02 for every $1.00 paid. The County then provided another $.02 as a tax equity allocation (TEA). A major success in fiscal year 2006/07 was the passage of State legislation which reversed a 1980's decision and restored a portion of our property tax revenue which had been lost to the County. City Council was instru- mental in getting this legislation approved. This TEA change provided another $1.35 million in property tax for the fiscal year. ............ ............ ............ ............ ............ .... ............ ... ....... $0.243 Cupertino Elementary $0.205 County Bond $0.164 Fremont High School Maintenance $0.148 Santa Clara County Fire District $0.065 Mid Peninsula Open Space & Various Agencies ...... $0.063 FoothiIl Community CoIlege Maintenance .... $0.042 County Library Retirerment .... $0.070 City of Cupertino This year, we will continue to work on the TEA issue to finish correcting the inequitable distribution of property tax. If successful, this would mean another $600,000 a year. In accordance with State law, property is assessed at actual full cash value with the maximum levy being I % of the assessed valuation. Increases in assessed valuation are limited to 2% annually if there is no change in property ownership, major improvements or requests for re-assessment. 50 REVENUE SUMMARY Property Taxes (continued) 2005/06 Actual 2006/07 Estimate 2007/08 Adopted REVENUE BY CATEGORY: Property Taxes $4.914.000 $6.688.000 $7.124.000 REVENUE BY FUND: General Redvelopment Agency Traffic Impact $6,510,000 575,000 39.000 $7.124.000 51 REVENUE SUMMARY Sales Tax The City's sales and use tax revenues are generated from three principal economic categories: general retail-20.5%, business-to-business-59.2% (includes electronic equipment and software manufacturers and distributors), and other products-20.3%. During fiscal year 2006/07, revenue trends began to turn around. Sales tax increased as a direct result of two large high-tech firms. In addition, thanks to our outreach efforts, a new business-to- business sales tax producer located in Cupertino. These three companies - Apple, HP and Insight - now represent our top three sales tax producers. Sales tax looks promising as high-tech, business-to-business firms rebound, and our regional mall Cupertino Square sees the impact of the new 16-screen AMC theater and a soon to be opened Strike Bowling center. These changes have sparked a shopping-entertainment buzz that things at the mall are finally changing for the better. One third of all retail space in the city is located in Cupertino Square. Its success means important commercial services for our residents and needed sales tax dollars to fund municipal services. Other retail developments under construction include a new Japanese Market, a 68,000 square foot Whole Foods Market and several new restaurants such as California Pizza Kitchen, Islands and Merlion. $14,000 $2,000 - - .-- - - - - - - - r-- - - - - - - - - - - - - - .- - - - - - - - - - - I- - - - - - - - - - - - - - , IOACTUAL/EST.1 $12,000 $10,000 $8,000 $6,000 $4,000 $0 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 Sales and use taxes are the City's largest single source of revenue and are budgeted at $12.8 million for the 2007/08 fiscal year, representing 31.68% of the City's total general fund operating revenues. With sales tax so dependent on a vital economy, the City must focus its efforts on finding other stable revenue sources or embark on a more aggressive economic development effort to ensure health in this area. 52 REVENUE SUMMARY Sales Tax (continued) Towards that end, the City has approved 330,000 square feet of new or replacement retail in the last five years. The majority of this buildout will occur in fiscal year 2008/09 and is reflected in our five-year projections. 2005/06 Actual 2006/07 Estimate 2007/08 Proposed REVENUE BY CATEGORY: Sales Tax $1 0.672.000 $11.575.000 $12.870.000 REVENUE BY FUND: General $12.870.000 53 REVENUE SUMMARY Other Taxes The principal components of Other Taxes include utility, franchise, park, and transient occupancy taxes. The utility tax, which was approved by voters in 1990, is assessed on gas, electricity and telecommunication service provided within the City's jurisdiction at a rate of 2.4% of user charges. This tax is a general tax and can be used for any purpose. The following chart shows that the City's tax rate and areas of application are generally lower than that of other cities within Santa Clara County. In March 2002, voters approved an extension of the utility tax from a sunset date of 2015 to 2030. This extension will correspond with the extended debt maturity dates as a result of refinancing for capital improvement projects. Utility taxes are budgeted to be $2,100,000 which is down compared to the previous year's projections due to new court rulings for applying this tax to cell phone usage. Utility Tax Rate Comparison GaslElectric Cable Water Telephone Sunnyvale 2.0% 2.0% Cupertino 2.4% 2.4% Mountain View 3.0% 3.0% Los Altos 3.5% 3.5% 3.5% 3.5% Palo Alto 5.0% 5.0% 5.0% Gilroy 5.0% 5.0% 5.0% San Jose 5.0% 5.0% 5.0% Franchise fees are received from cable television, garbage, water, gas and electricity franchisees that operate in the City. The fees range from 2% to 10% of the franchisee's gross revenues depending on each particular agreement. Franchise fee revenues for fiscal year 2007/08, estimated to be $2,580,000, are also flat due to the applicability for telecommunication transmission. Park tax is paid by developers on housing development and can vary greatly from year-to-year. Estimated revenue for fiscal year 2007/08 is $1,100,000 which is generated from new developments within the City. Transient occupancy taxes are levied on hotel facilities located in the City at the rate of 10% of room revenues. The taxes in this category amount to $2,550,000 and have been increasing since January 2005 for all four hotels in the city. 54 REVENUE SUMMARY Other Taxes (continued) Other taxes of $2,070,000 reflect business license fees, property transfer tax, construction tax and housing mitigation fees. 2005/06 2006/07 2007/08 Actual Estimate Adopted REVENUE BY CATEGORY: Utility Tax $ 2,810,000 $ 2,392,000 $ 2,100,000 Franchise Fees 2,353,000 2,500,000 2,580,000 Park Dedication Fee 657,000 200,000 1, I 00,000 Transient Occupancy Tax 2,055,000 2,363,000 2,550,000 Other Taxes 2.154.000 2.558.000 2.070.000 $ 10.029.000 $10.013.000 $10.400.000 REVENUE BY FUND: General Housing & Community Development Park Dedication Fund $ 9,000,000 300,000 1.100.000 $10.400.000 55 REVENUE SUMMARY License and Permits Licenses and Permits represent approximately 7.8% of total General Fund operating revenues. This category includes building, plan check and electrical and plumbing permits. With the adoption of a new fee study for building, planning and engineering fees to reflect actual cost recovery of services, and a large demand for construction. The City has seen steady increases in revenue since fiscal year 2004/05. In fiscal year 2006/07, a new fee study for building, planning and engineering fees was performed to reflect actual cost of service and to comply with a new court ruling on applications of these fees. Although some fees increased and other decreased, we expect only minor overall increases in this revenue category. 2005/06 Actual 2006/07 Estimate 2007/08 Adopted REVENUE BY CATEGORY: License and Permits $3.615.000 $3.050.000 $3,172.000 REVENUE BY FUND: General $3.172.000 56 REVENUE SUMMARY Revenues From Use of Money and Property This revenue category represents approximately 3.9% of total City revenues and is comprised of interest earnings on City funds, facility rents and concession payments on City-owned property, assessment bond interest, and repayment of long-term loans. Investment earnings are a function of the amount of excess cash available for investment and the current interest rate. 2005/06 2006/07 2007/08 Actual Estimate Adopted REVENUE BY CATEGORY: Investment Earnings $1,240,000 $1,488,000 $1,436,000 Property Rentals 502,000 514,000 515,000 Loan Repayment 855,000 555,000 818,000 $2.597 ,000 $2.557.000 $2.769.000 REVENUE BY FUND: General Resource Recovery Transportation Other Funds $2,258,000 160,000 90,000 261.000 $2.769.000 57 REVENUE SUMMARY Intergovernmental Revenues Intergovernmental revenues comprise approximately 10% of the City's total revenues and consist of State motor vehicle license fees (VLF), State gas tax, and various grants from federal, state or county agencies. This revenue fluctuates widely depending on grant awards and allocations. As a result of State budget deficits between the years 2003 to 2006, the City has seen many State borrowings, shifts and revenue take-aways. In 2004/05, the State paid back the $885,000 in VLF that it had borrowed in 2003/04. As described in the State Revenue Raid section of this Revenue Summary, in 2004/05 and 2005/06, the City lost $1.2 million in property taxes, sales taxes and VLF to the State, in exchange for the Governor's support of Proposition lA. Finally, to collateralize the State's deficit recovery bonds and to backfill the permanent reduction of VLF, a portion of sales taxes and VLF formerly remitted to the City monthly have been replaced by semi-annual payments of property taxes, which has affected cash flows and interest income. Cupertino became an entitlement city for housing and community development block grants, which increased our grant allocation from $60,000 to almost $500,000 per year. In addition, our two major capital projects, the Stevens Creek Corridor Park and the Mary Avenue Bicycle Overcrossing are primarily funded by grants. 2005/06 2006/07 2007/08 Actual Estimate Adopted REVENUE BY CATEGORY: Motor Vehicle in Lieu $3,888,000 $ 4,123,000 $4,250,000 Transportation 1,221,000 1,985,000 1,355,000 Stevens Creek Corridor CIP 138,000 2,731,000 0 Mary Avenue CIP 0 7,946,000 0 Housing & Community Development 902,000 398,000 398,000 Other/Grants 840,000 602,000 940,000 $6.989.000 $17.785.000 $6.943.000 REVENUE BY FUND: General Fund Transportation Housing & Community Development Capital Improvement Projects Resource Recovery $4,730,000 1,355,000 398,000 446,000 14,000 $6.943.000 58 REVENUE SUMMARY Charges for Services Due to the nature of the services provided, most of the activity in this category is accounted for separately as enterprise funds. As such, the City attempts to recover the cost of the services provided through user charges. Charges for services, representing approximately 12.55% of total City revenues, are estimated to be $9,017,000 for the 2007/08 fiscal year. With the remodel of our Sports Center, expansion of our youth programs and the update of our building, planning and engineering fees, this category has been one of our largest growing revenue sources. 2005/06 2006/07 2007/08 Actual Estimate Adopted REVENUE BY CATEGORY: Construction and Other Permits $1,776,000 $1,482,000 $1,557,000 Resource Recovery 2,200,000 2,266,000 2,311,000 Blackberry Farm 1,061,000 970,000 660,000 Cupertino Sports Center Fees 1,368,000 1,550,000 1,744,000 Recreation - Cultural, Youth and Teen, Physical, Nature and Park Programs 2,331,000 2,235,000 2,235,000 Senior and Teen Centers 710.000 566.000 510.000 $9.446.000 $9.069.000 $9.017.000 REVENUE BY FUND: General Resource Recovery Blackberry Farm Cupertino Sports Center Recreation Programs $2,067,000 2,311,000 660,000 1,744,000 2.235.000 $9.017.000 59 REVENUE SUMMARY Fines and Forfeitures Fines result from vehicle code, parking code and other miscellaneous violations. Our fines have only slightly increased due to an enhanced signage effort by our Code Enforcement and Public Works Departments a lONE WAY~ 2005/06 Actual 2006/07 Estimate 2007/08 Adopted REVENUE BY CATEGORY: Fines $630.000 $680.000 $690.000 REVENUE BY FUND: General $690.000 60 REVENUE SUMMARY Miscellaneous Revenues Miscellaneous revenues consist of environmental management fees, property sales and other revenue items that the City receives on a non-consistent basis from year-to-year. Revenues for fiscal 2007/08 are budgeted at $515,000. Non-reoccurring revenues include the sale of surplus property . 2005/06 Actual 2006/07 Estimate 2007/08 Adopted REVENUE BY CATEGORY: Developer Fees Environmental Management Sale of Property Miscellaneous $ 37,000 358,000 2,423,000 232,000 $ 50,000 365,000 1,600,000 141.000 $ 50,000 365,000 o 100,000 $3.050.000 $2,156.000 $515.000 REVENUE BY FUND: General Fund Storm Drain Environmental Management $100,000 50,000 365,000 $515.000 61 REVENUE SUMMARY Interdepartmental Revenues Interdepartmental revenues consist of interdepartmental service charges and operating transfers. Interdepartmental service charges arise from the centralized administration of certain activities the costs of which are allocated to the various City departments benefited. The City uses internal service funds to account for the provision of these services and the related charges. Operating transfers are, in essence, subsidies of one fund to another fund whereby monetary resources are recorded as non-operating revenues in the receiving fund and as non-operating expenditures in the transferring fund. Operating transfers of$16,198,000 are primarily due to the transfer of$3,538,OOO in debt service payments, $9,284,000 to fund capital projects, and $1,882,000 in GASB #34 retiree medical benefit obligations. 2005/06 2006/07 2007/08 Actual Estimate Adopted REVENUE BY CATEGORY: Transfer of Funds $ 8,929,000 $11,715,000 $16,198,000 Interdepartmental Service Charges: Insurance Premiums 381,000 356,000 343,000 Equipment Chargebacks 855,000 841,000 899,000 IT Chargebacks 717.000 883,000 909,000 $10.882.000 $13.476.000 $18.349.000 REVENUE BY FUND: General Fund Capital Improvement Funds Transportation Cupertino Facilities Corporation Information Technology (IT) Equipment Replacement Workers' Compensation Long-term Disability Retiree Medical $455,000 9,284,000 845,000 3,538,000 1,059,000 943,000 285,000 58,000 1,882,000 $18.349.000 62 REVENUE SUMMARY State Revenue Raid This category denotes the end of the negotiated League of California Cities' agreement with the State. The League and Governor Schwarzenegger agreed that the State would take $619,000 and $618,000 for fiscal years 2004/05 and 2005/06 respectively in return for the Governor's endorsement of Proposition lA, which was passed by the voters in 2004. This raid of local revenue represented one-third sales tax, one-third property tax and one-third vehicle license fees and was therefore segregated in this budget as a separate line item. The Proposition instituted protections from future takeaways of these revenue sources and strengthened the State's funding requirements for programs mandated by the State. 2005/06 Actual 2006/07 Estimate 2007/08 Adopted REVENUE BY CATEGORY: State Revenue Raid $ ($618.000) $ o $ o REVENUE BY FUND: General SQ 63 - - ; - - .- - - - - - - I- - .- - - - - ,- - IT JT JT JT JT Jf -rff ioI 80.00 Summary of Employees By Department 70.00 60.00 50.00 40.00 30.00 20.00 10.00 0.00 2005/06 2001/02 2002103 2003/04 2004/05 65 2006/07 2007/08 o Council/Commissions Cl Administration o Public Information iii Adminiatrative Services D Parks and Recreation DCommunity Development IJ Public Works . Redevelopment Agency Employee Summary Trend Analysis Council and Commissions During the 2006-07 budget preparations, City Council requested inclusion of all staff time associated with commissions for consistency in recording purposes. Administration The Administration Department has had minimal increases over the past six years. The Community Outreach Coordinator was decreased to a half-time position in 2001-02, a half-time clerk receptionist was added in 2002-03. Administrative Services From fiscal year 2000-01 to 2007-08 the Administrative Services Department has seen several changes in staffing. The majority of the increase was due to the expansion of the IT Division with the addition of a GIS Coordinator and an IT Assistant. The Finance Division increased an Account Clerk position from a part-time to a full-time position to handle Business Licensing, and a half-time clerk receptionist was added to the City Clerk's office in 2002-03. In 2007-08, the receptionist position will transfer from the City Clerk's office to Public Information and a part- time Code Enforcement Officer will go to a full-time position. Public Information Staffing in the Public Information Department includes taking a 75% position to full time in 2001-02, adding a Media Coordinator position in 2006-07, and adding a receptionist in 2007-08. Recreation Services Recreation Services has changed staffing due to new programs and restructuring from fiscal year 2000-01 to 2007-08. A Maintenance Worker for Blackberry Farm, a Building Attendant for the Senior Center and two Recreation Coordinators were added in fiscal year 2000-01. Changes for 2001-02 included the reclassification of four positions from part-time to full-time due to increased workload at the Quinlan Center, Senior Center, Blackberry Golf Course and Sports Center. During 2002-03, greens maintenance was contracted out, moving three Maintenance Workers to vacancies in the Public Works Department, two part-time positions were consolidated into a full time, an Assistant Golf Shop Attendant was added, and a part-time position went to 75% time at the Senior Center. Continued consolidation of contract maintenance efforts allowed for the reduction of one (vacant) Maintenance Worker position at Blackberry Farm in 2004-05. In 2005-06 a Facility Attendant was added to service the new Community Hall and in 2006-07 a Recreation Coordinator was eliminated at Blackberry Farm. During 2007-08, the department eliminates a Recreation Supervisor and replaces the position with a two-year term Park Planner. 66 Community Development The Community Development Department has had variations in staffing over the past eight years. In 2001-02, the department combined two part-time intern positions into a full-time position to increase efficiency. In addition, during 2002-03 the Senior Building Inspector position was vacated as a result of an internal promotion. For fiscal year 2006-07 an Economic Development/RDA Manager was authorized as well as a Counter Specialist. In 2007-08, an Assistant Planner will be added due to the growing workload. Public Works The Public Works Department has had minimal increases over the past seven years. A Traffic Engineer was eliminated and replaced with a City Architect in 2001-02 and an Assistant Director of Public Works was added in 2002-03. The Facilities position count was increased in 2004-05 by one maintenance worker to support the additional maintenance workload required for the library, new Community Hall and City Center Park. In 2006-07 a Traffic Technician was upgraded to a Senior Civil Engineer. Redevelopment Ae:encv (RDA) The Cupertino Square Redevelopment Project Area was approved and existing staff time is allocated each year as appropriate. During fiscal year 2006-07, an Economic Development/RDA Manager was approved and will split their time between the Agency and Community Development. 67 PERSONNEL SUMMARY Summary of employees by Division Permanent, Benefited Positions 2001-02 2002-03 2003-04 2004-05 CITY COUNCIL/COMMISSIONS City Council 0.20 0.40 0.40 0.40 Fine Arts Commission 0.10 0.10 0.10 0.10 Technology, Information & Communications Commission 0.05 0.05 0.05 0.05 Parks and Recreation Commission 0.10 0.10 0.10 0.10 Teen Commission 0.00 0.15 0.15 0.15 Housing Commission 0.05 0.00 0.00 0.00 Library Commission 0.00 0.00 0.00 0.00 Senior Commission 0.00 0.00 0.00 0.00 Public Safety Commission 0.00 0.00 0.00 0.00 Bicycle and Pedestrian Commission 0.00 0.00 0.00 0.00 Planning Commission 0.00 0.00 0.00 0.00 0.50 0.80 0.80 0.80 ADMINISTRATION City Manager 1.35 1.45 1.45 1.50 Community Outreach 0.50 0.50 0.50 0.50 City Attorney 2.75 2.75 2.70 2.70 4.60 4.70 4.65 4.70 PUBLIC INFORMATION Community Relations 0.75 0.75 0.75 0.75 Cupertino Scene 0.40 0.40 0.40 0.40 Government Channel 3.00 3.25 3.25 2.25 City Website 0.00 0.00 0.00 1.00 4.15 4.40 4.40 4.40 ADMINISTRATIVE SERVICES Administration 2.00 1.90 1.90 1.95 Accounting 4.50 4.40 4.40 4.40 Business Licensing 0.50 0.50 0.50 0.50 City Clerk 3.90 3.90 3.90 3.90 Duplicating and Printing 0.00 0.60 0.60 0.60 Human Resources 2.50 2.70 2.70 2.70 Insurance Administration 0.35 0.30 0.30 0.30 Code Enforcement 3.15 3.00 3.00 3.00 Information Technology 3.00 3.00 3.00 3.00 19.90 20.30 20.30 20.35 68 2005-06 2006-07 2007-08 0.40 0.40 0.40 0.10 0.10 0.10 0.05 0.05 0.05 0.10 0.10 0.10 0.15 0.15 0.15 0.00 0.05 0.05 0.00 0.02 0.02 0.00 0.02 0.02 0.00 0.03 0.03 0.00 0.03 0.03 0.00 0.45 0.45 0.80 1.40 1.40 1.50 1.40 1.40 0.50 0.50 0.50 2.70 2.40 2.40 4.70 4.30 4.30 0.75 0.75 1.85 0.40 0.40 0.35 2.25 3.40 3.30 1.00 1.00 1.00 4.40 5.55 6.50 1.95 1.94 1.94 4.40 4.39 4.39 0.50 0.50 0.50 3.90 3.90 2.90 0.60 0.60 0.60 2.70 2.70 2.55 0.30 0.30 0.45 3.00 3.30 4.55 3.00 4.00 4.00 20.35 21.63 21.88 69 PERSONNEL SUMMARY Summary of employees by Division Permanent, Benefited Positions 2001-02 2002-03 2003-04 2004-05 PARKS AND RECREATION Administration 1.90 1.90 1.90 1.90 Facilities/Community Events 8.00 6.50 7.00 7.00 Youth & Teen/McClellan Ranch Park 3.50 3.35 3.35 3.35 Sports & Fitness/Golf Course 5.00 5.50 5.50 5.50 Senior Center/Stevens Creek Trail 6.75 7.50 7.50 7.50 Blackberry Farm 10.00 7.88 7.88 6.88 35.15 32.63 33.13 32.13 COMMUNITY DEVELOPMENT Administration 1.49 1.49 1.49 1.49 Planning 6.96 6.96 6.96 7.04 Housing Services 1.00 0.90 0.90 0.90 Building 10.50 11.40 11.40 11.40 Economic Development/RDA 0.00 0.00 0.00 0.32 19.95 20.75 20.75 21.15 PUBLIC WORKS Administration 2.25 3.25 3.25 3.25 Environmental Management 2.10 2.32 2.17 3.02 Engineering Services 5.75 5.75 5.75 5.75 Service Center 2.20 2.20 2.20 2.20 Grounds 18.50 18.40 18.40 18.40 Streets 22.35 22.55 22.70 22.45 Facilities 7.40 7.30 7.30 7.60 Transportation 5.35 4.35 4.35 4.35 General Services 4.10 4.10 4.10 4.20 70.00 70.22 70.22 71.22 TOTAL PERMANENT, BENEFITED POSITIONS 154.25 153.80 154.25 154.75 70 2005-06 2006-07 2007-08 1.90 1.89 2.89 7.00 7.55 8.60 3.35 3.35 4.88 5.50 5.50 5.00 7.50 7.69 7.39 6.88 5.98 0.00 32.13 31.96 28.76 1.49 1.39 1.39 7.04 7.76 8.28 0.90 0.81 0.79 11.40 11.90 11.80 0.32 0.92 1.42 21.15 22.78 23.68 3.25 3.02 5.75 2.20 18.40 22.45 7.60 4.35 4.20 71.22 154.75 3.23 3.02 5.68 2.20 18.40 22.45 7.60 4.35 4.20 71.13 158.75 3.23 3.02 5.68 2.20 18.15 22.20 7.50 4.75 4.40 71.13 160.75 71 Five Year Budget Forecast 73 FUND BALANCE TRENDS Five Year Forecast (in thousands) 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 GENERAL FUND Beginning Balance at July 1 $ 20,378 $ 21,447 $ 14,132 $ 12,700 $ 14,360 $ 14,833 Operating Activity: Estimated Operating Revenues 38,708 40,621 41,362 43,604 43,985 44,717 Estimated Operating Expenditure Savings 1,800 0 0 0 0 0 Use of Public Access Reserve 50 50 50 50 50 50 Estimated Operating Expenditures (30,633) (33,567) (33,864) (35,275) (36,328) (38,034) Net Operating Activity 9,925 7,103 7,548 8,379 7,707 6,732 Debt Service (3,535) (3,538) (3,534) (3,536) (3,532) (3,532) Net Operating Activity after debt 6,390 3,565 4,014 4,843 4,175 3,200 Transfers Out to Other Funds: Infrastructure Reserve (500) (100) (100) (100) (100) (100) MIS Fund (272) (150) (220) (220) (220) (220) Retiree Medical - GASB #34 (1,821) (1,882) (1,946) (2,013) (2,082) (2,090) Equipment Fund (25) (44) (50) (50) (50) (50) Net Income for CIP Projects/Reserves 3,772 1,389 1,698 2,460 1,723 740 One Time Revenues: RDA Loan Payback 0 275 0 0 0 0 Sale of Property 1,600 0 0 0 0 0 Senior Center/ Assmt District Close-Outs 120 125 0 0 0 55 Resource Recovery Cleanup Payback 500 500 0 0 0 0 Income for CIP Projects/Reserves 5,992 2,289 1,698 2,460 1,723 795 Proposed CIP Projects: Capital Projects (2,422) (2,948) (1,380) (50) 0 0 Stevens Creek Corridor Park (701) (6,236) (1,000) 0 (500) 0 Mary Ave Bicycle Footbridge (1,000) 0 0 0 0 0 Transportation Projects & Operations (800) (750) (750) (750) (750) (750) Capital Improvement Funding Changes 0 330 0 0 0 0 (4,923) (9,604) (3,130) (800) (1,250) (750) Ending Balance June 30 21,447 14,132 12,700 14,360 14,833 14,878 Reserve: Policy Capital Improvement Projects $5,000 5,000 4,867 2,206 3,638 4,133 4,202 One Time Revenue Reserves 775 0 0 0 0 0 PERS Reserve 1,000 1,000 1,000 1,000 1,000 1,000 1,000 Economic Uncertainty I 2,500 2,500 2,500 2,500 2,500 2,500 2,500 Economic Uncertainty II 7,500 7,500 7,500 7,500 7,500 7,500 7,500 Undesignated 4,672 (1,735) (506) (278) (300) (324) $16,000 21,447 14,132 12,700 14,360 14,833 14,878 74 FUND BALANCE TRENDS Five Year Forecast (in thousands) 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 SPECIAL REVENUE FUNDS STORM DRAIN Beginning Balance at July 1 $ 1,091 $ 87 $ 117 $ 98 $ 104 $ 111 Estimated Operating Revenues 276 80 81 81 82 82 Estimated Operating Expenditures (148) (75) (75) (75) (75) (75) Capital Projects (1,132) 120 0 0 0 0 Transfers Out 0 (95) (25) 0 0 0 Ending Balance at June 30 $ 87 $ 117 $ 98 $ 104 $ 111 $ 118 PARK DEDICATION TAX Beginning Balance at July 1 $ 41 $ 18 $ 1,126 $ 1,442 $ 1,766 $ 2,098 Estimated Operating Revenues 200 1,108 316 324 332 340 Estimated Operating Expenditures 0 0 0 0 0 0 Net Operating Activity 200 1,108 316 324 332 340 Transfers Out (200) 0 0 0 0 0 Transfers In 50 0 0 0 0 0 Capital Projects - McClellanJPortal (73) 0 0 0 0 0 Ending Balance at June 30 $ 18 $ 1,126 $ 1,442 $ 1,766 $ 2,098 $ 2,438 ENVIRONMENTAL MANAGEMENT Beginning Balance at July 1 $ 145 $ 114 $ 72 $ 72 $ 72 $ 73 Estimated Operating Revenues 366 369 369 369 369 369 Estimated Operating Expenditures (397) (411) (369) (369) (369) (369) Ending Balance at June 30 $ 114 $ 72 $ 72 $ 72 $ 73 $ 73 TRANSPORTATION Beginning Balance at July 1 $ 3,746 $ 857 $ 588 $ 683 $ 813 $ 931 Estimated Operating Revenues 1,483 1,115 1,818 1,680 1,696 1,712 Grants/Other Income 582 330 0 0 0 0 Estimated Operating Expenditures (860) (742) (773) (800) (828) (857) Net Operating Activity 1,205 703 1,046 880 868 855 Transfers In 800 845 775 750 750 750 Capital Projects (4,894) (1,817) (1,725) (1,500) (1,500) (1,500) Ending Balance at June 30 $ 857 $ 588 $ 683 $ 813 $ 931 $ 1,037 75 FUND BALANCE TRENDS Five Year Forecast (in thousands) 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 SPECIAL REVENUE FUNDS HOUSING & COMMUNITY DEVELOPMENT Beginning Balance at July 1 $ 3,154 $ 3,228 $ 3,473 $ 3,689 $ 3,895 $ 4,091 Estimated Operating Revenues 763 761 750 750 750 750 Estimated Operating Expenditures (689) (516) (534) (544) (554) (565) Ending Balance at June 30 $ 3,228 $ 3,473 $ 3,689 $ 3,895 $ 4,091 $ 4,277 REDEVELOPMENT AGENCY Beginning Balance at July 1 $ (125) $ 18 $ 99 $ 371 $ 635 $ 790 Estimated Operating Revenues 360 575 1,000 2,000 2,400 2,400 Estimated Operating Expenditures (217) (219) (228) (236) (244) (253) Capital Projects/Affordable Housing Debt 0 0 (500) (1,500) (2,000) (2,000) Transfers Out - General Fund 0 (275) 0 0 0 0 Ending Balance at June 30 $ 18 $ 99 $ 371 $ 635 $ 790 $ 937 76 FUND BALANCE TRENDS Five Year Forecast (in thousands) 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 DEBT SERVICE FUNDS CUPERTINO FACILITIES CORPORATION Beginning Balance at July 1 $ 52 $ 52 $ 52 $ 52 $ 52 $ 52 Transfers In 3,535 3,538 3,534 3,536 3,532 3,532 Debt Service Payments (3,535) (3,538) (3,534) (3,536) (3,532) (3,532) Ending Balance at June 30 $ 52 $ 52 $ 52 $ 52 $ 52 $ 52 TRAFFIC IMPACT Beginning Balance at July 1 $ 116 $ 118 $ 118 $ 118 $ 92 $ 55 Estimated Operating Revenues/Close-out 38 39 37 9 0 (55) Debt Service Payments (36) (39) (37) (35) (37) 0 Ending Balance at June 30 $ 118 $ 118 $ 118 $ 92 $ 55 $ 0 V ALLCO 1974 ASSESSMENT DISTRICT Beginning Balance at July 1 $ 120 $ 0 $ 0 $ 0 $ 0 $ 0 Estimated Operating Revenues 0 0 0 0 0 0 Transfers Out - General Fund (120) 0 0 0 0 0 Ending Balance at June 30 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 77 FUND BALANCE TRENDS Five Year Forecast (in thousands) 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 CAPITAL PROJECT FUNDS CAPITAL IMPROVEMENT Beginning Balance at July 1 $ 1,650 $ 500 $ 600 $ 700 $ 800 $ 900 Transfers In for Projects 2,372 2,948 1,380 50 0 0 Transfers for Reserves 500 100 100 100 100 100 Transfers Out 0 (330) 0 0 0 0 Prior Year Grants Authorized 259 0 0 0 0 0 Grants/Other Income 112 446 0 0 0 0 Capital Projects (4,393) (3,064) (1,380) (50) 0 0 Ending Balance at June 30 $ 500 $ 600 $ 700 $ 800 $ 900 $ 1,000 Reserve: Infrastructure 500 600 700 800 900 1,000 CIVIC CENTER & LffiRARY Beginning Balance at July 1 $ 2 $ 0 $ 0 $ 0 $ 0 $ 0 Capital Projects (2) 0 0 0 0 0 Ending Balance at June 30 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 STEVENS CREEK CORRIDOR PARK Beginning Balance at July 1 $ 590 $ 0 $ 0 $ 0 $ 0 $ 0 Grants/Other Income 0 0 0 0 0 0 Prior Year Grants Authorized 2,731 0 0 0 0 0 Transfers In 901 6,236 1,000 0 500 0 Capital Projects (4,222) (6,236) (1,000) 0 (500) 0 Ending Balance at June 30 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 MARY A VENUE BICYCLE FOOTBRIDGE Beginning Balance at July 1 $ (781) $ 0 $ 0 $ 0 $ 0 $ 0 Prior Year Grants Authorized 7,808 0 0 0 0 0 Federal and State Grants/Other Income 138 0 0 0 0 0 Operating Transfers In - General Fund 1,000 0 0 0 0 0 Capital Projects (8,165) 0 0 0 0 0 Ending Balance at June 30 $ 0 $ 0 $ 0 $ 0 $ 0 $ 0 78 FUND BALANCE TRENDS Five Year Forecast (in thousands) 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 ENTERPRISE FUNDS RESOURCE RECOVERY Beginning Balance at July 1 $ 5,611 $ 4,778 $ 4,056 $ 3,759 $ 3,396 $ 2,979 Estimated Operating Revenues 2,440 2,485 2,522 2,555 2,603 2,652 Estimated Operating Expenditures (2,798) (2,708) (2,819) (2,917) (3,019) (3,125) Net Operating Activity (358) (222) (297) (363) (417) (473) Loan Payback 25 0 0 0 0 0 Transfers Out--General Fund (500) (500) 0 0 0 0 Ending Balance at June 30 $ 4,778 $ 4,056 $ 3,759 $ 3,396 $ 2,979 $ 2,506 BLACKBERRY FARM Beginning Balance at July 1 $ (59) $ (275) $ (160) $ (60) $ 63 $ 183 Estimated Operating Revenues 1,105 682 695 730 746 762 Estimated Operating Expenditures (1,321) (567) (595) (607) (625) (644) Net Operating Activity (216) 115 100 123 121 117 Ending Balance at June 30 $ (275) $ (160) $ (60) $ 63 $ 183 $ 301 CUPERTINO SPORTS CENTER Beginning Balance at July 1 $ 87 $ 64 $ 170 $ 271 $ 375 $ 483 Estimated Operating Revenues 1,569 1,763 1,825 1,889 1,956 2,024 Estimated Operating Expenditures (1,481 ) (1,657) (1,725) (1,785) (1,848) (1,912) Net Operating Activity 88 106 100 104 108 112 Capital Projects (111) 0 0 0 0 0 Ending Balance at June 30 $ 64 $ 170 $ 271 $ 375 $ 483 $ 595 RECREATION PROGRAMS Beginning Balance at July 1 $ 528 $ 791 $ 710 $ 593 $ 821 $ 1,044 Estimated Operating Revenues 2,270 2,270 2,337 2,406 2,477 2,551 Estimated Operating Expenditures (2,007) (2,021) (2,104) (2,178) (2,254) (2,333) Net Operating Activity 263 249 233 228 223 218 Capital Projects 0 (330) (350) 0 0 0 Ending Balance at June 30 $ 791 $ 710 $ 593 $ 821 $ 1,044 $ 1,262 79 FUND BALANCE TRENDS Five Year Forecast (in thousands) 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 ENTERPRISE FUNDS SENIOR CENTER Beginning Balance at July 1 $ 125 $ 125 $ 0 $ -0 $ 0 $ 0 Estimated Operating Revenues 568 0 0 0 0 0 Estimated Operating Expenditures (568) 0 0 0 0 0 Net Operating Activity 0 0 0 0 0 0 Transfers Out - General Fund 0 (125) 0 0 0 0 Ending Balance at June 30 $ 125 $ 0 $ 0 $ 0 $ 0 $ 0 80 FUND BALANCE TRENDS Five Year Forecast (in thousands) 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 INTERNAL SERVICE FUNDS MANAGEMENT INFORMATION Beginning Balance at July 1 $ 1,128 $ 976 $ 996 $ 996 $ 996 $ 997 Estimated Operating Revenues 903 929 947 980 1,015 1,050 Estimated Operating Expenditures (841 ) (910) (947) (979) (1,014) (1,049) Net Operating Activity 62 20 0 0 1 1 Operating Transfer In--General Fund 272 150 220 220 220 220 Depreciation Reserve 99 152 80 80 80 80 Capital Outlay - New & Replacement (585) (302) (300) (300) (300) (300) Ending Balance at June 30 $ 976 $ 996 $ 996 $ 996 $ 997 $ 998 WORKERS' COMPENSATION Beginning Balance at July 1 $ 70 $ 109 $ 140 $ 170 $ 201 $ 233 Estimated Operating Revenues 329 310 322 332 343 354 Estimated Operating Expenditures (290) (279) (291) (301 ) (312) (322) Ending Balance at June 30 $ 109 $ 140 $ 170 $ 201 $ 233 $ 264 EQUIPMENT Beginning Balance at July 1 $ 1,614 $ 1,648 $ 1,683 $ 1,708 $ 1,730 $ 1,748 Estimated Operating Revenues 876 934 962 991 1,021 1,051 Estimated Operating Expenditures (842) (899) (936) (969) (1,003) (1,038) Net Operating Activity 34 35 26 22 18 13 Operating Transfer InnGeneral Fund 25 44 50 50 50 50 Depreciation Reserve 298 305 125 125 125 125 Capital Outlay - New & Replacement (323) (349) (175) (175) (175) (175) Ending Balance at June 30 $ 1,648 $ 1,683 $ 1,708 $ 1,730 $ 1,748 $ 1,761 LONG-TERM DISABILITY Beginning Balance at July 1 $ 15 $ 23 $ 33 $ 43 $ 54 $ 65 Estimated Operating Revenues 52 58 61 63 65 67 Estimated Operating Expenditures (44) (48) (50) (52) (54) (56) Ending Balance at June 30 $ 23 $ 33 $ 43 $ 54 $ 65 $ 76 81 FUND BALANCE TRENDS Five Year Forecast (in thousands) 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 INTERNAL SERVICE FUNDS RETIREE MEDICAL INSURANCE Beginning Balance at July 1 $ 3,489 $ 4,660 $ 5,860 $ 6,944 $ 8,002 $ 9,030 Transfers In--General Fund 1,821 1,882 1,946 2,013 2,082 2,090 Estimated Operating Expenditures (650) (683) (862) (955) (1,054) (1,159) Ending Balance at June 30 $ 4,660 $ 5,860 $ 6,944 $ 8,002 $ 9,030 $ 9,961 82 REVENUE ESTIMATE Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 GENERAL TAXES: Property Tax 4,692 4,850 6,290 6,510 6,640 6,773 6,976 7,185 Sales Tax 10,672 10,400 11,575 12,870 13,127 14,021 14,301 14,587 Transient Occupancy Tax 2,055 2,226 2,363 2,550 2,601 2,861 2,918 2,977 Utility Users Tax 2,810 2,392 2,392 2,100 2,184 2,271 2,362 2,433 Franchise Fees 2,353 2,200 2,500 2,580 2,632 2,684 2,684 2,684 Other Taxes 1,838 1,390 2,308 1,770 1,805 2,076 1,765 1,800 24,420 23,458 27,428 28,380 28,989 30,687 31,007 31,667 LICENSES AND PERMITS 3,615 3,050 3,050 3,172 3,331 3,497 3,322 3,156 USE OF MONEY AND PROPERTY: Investment Earnings 670 510 1,010 1,000 800 700 714 728 Property Rentals 355 370 370 483 471 404 412 420 1,025 880 1,380 1,483 1,271 1,104 1,126 1,149 INTERGOVERNMENTAL: Motor Vehicle License In-Lieu 3,888 4,220 4,123 4,250 4,330 4,410 4,530 4,650 Grants 182 180 185 180 180 180 180 180 Other Intergovernmental 183 185 360 300 300 300 300 300 4,253 4,585 4,668 4,730 4,810 4,890 5,010 5,130 CHARGES FOR SERVICES: Zoning and Planning Fees 855 500 712 748 785 801 825 849 Engineering Fees 813 600 670 704 739 753 776 799 Senior Center (from Entetprise in 07-08) 0 0 0 500 515 530 546 563 Teen CenterlBBF (3) 6 0 0 10 10 411 423 436 Other Service Charges 108 100 100 105 109 113 117 121 (3) Nature/Com Gardens 07-08; Picnic 09-10 1,782 1,200 1,482 2,066 2,158 2,608 2,687 2,768 FINES AND FORFEITURES 630 560 680 690 704 718 732 747 MISCELLANEOUS 232 120 140 100 100 100 100 100 STATE TAKE AWAY (Taxes) (618) 0 0 0 0 0 0 0 Subtotal 35,339 33,853 38,828 40,621 41,362 43,604 43,985 44,717 TRANSFERS IN/OTHER REVENUES Sale of Property 2,423 1,750 1,600 0 0 0 0 0 Park Dedication Tax 657 500 0 0 0 0 0 0 Resource Recovery 500 500 500 500 0 0 0 0 Library/Senior CenterfTraffic Impact 3 0 0 125 0 0 0 55 Sports Center/RDA Loan Payback 100 0 0 275 0 0 0 0 Capital Improvement 0 0 0 330 0 0 0 0 Recreation Programs 200 0 0 0 0 0 0 0 Total General Fund 39,222 36,603 40,928 41,851 41,362 43,604 43,985 44,772 83 REVENUE ESTIMATE Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 SPECIAL REVENUE FUNDS STORM DRAIN Investment Earnings 33 26 26 30 31 31 32 32 Developer Fees 37 50 50 50 50 50 50 50 Water District cost share 0 200 200 0 0 0 0 0 70 276 276 80 81 81 82 82 PARK DEDICATION TAX Park Dedication Tax 657 500 200 1,100 300 300 300 300 Investment Earnings 10 0 0 8 16 24 32 40 Transfer In - General Fund 0 0 50 0 0 0 0 0 667 500 250 1,108 316 324 332 340 ENVIRONMENTAL MANAGEMENT Investment Earnings 3 I 1 4 4 4 4 4 Fees 358 365 365 365 365 365 365 365 361 366 366 369 369 369 369 369 TRANSPORTATION Investment Earnings 84 80 80 90 80 70 70 70 Transfer In - General Fund/Storm Drain 1,353 800 800 845 775 750 750 750 Traffic Congestion Relief - Proposition 42 239 200 388 0 553 564 570 575 Federal and State Grants 0 100 582 330 0 0 0 0 Charges for Services 4 50 0 0 150 0 0 0 Gasoline Tax 982 1,015 1,015 1,025 1,035 1,046 1,056 1,067 2,662 2,245 2,865 2,290 2,593 2,430 2,446 2,462 HOUSING & COMMUNITY DEVELOPMENT Investment Earnings & Rent 82 85 85 20 20 20 20 20 Grants 902 398 398 398 400 400 400 400 Loan Repayments 17 30 30 43 30 30 30 30 Housing Mitigation Fees 316 250 250 300 300 300 300 300 1,317 763 763 761 750 750 750 750 REDEVELOPMENT AGENCY Property Taxes 186 90 360 575 1,000 2,000 2,400 2,400 186 90 360 575 1,000 2,000 2,400 2,400 84 REVENUE ESTIMATE Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 DEBT SERVICE FUNDS CUPERTINO FACILITIES CORPORATION Investment Earnings 14 0 0 0 0 0 0 0 Transfer In 3,548 3,535 3,535 3,538 3,534 3,536 3,532 3,532 3,562 3,535 3,535 3,538 3,534 3,536 3,532 3,532 TRAFFIC IMPACT Property Assessment 36 38 38 39 37 9 0 0 36 38 38 39 37 9 0 0 85 REVENUE ESTIMATE Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 CAPITAL PROJECTS FUNDS CAPITAL IMPROVEMENT Transfers In for Capital Projects 390 2,172 2,372 2,948 1,380 50 0 0 Transfer for Infrastructure Reserve 0 0 500 100 100 100 100 100 Grants/Other Income 339 112 112 446 0 0 0 0 729 2,284 2,984 3,494 1,480 ISO 100 100 CIVIC CENTER & LIBRARY Miscellaneous 0 0 0 0 0 0 0 0 Donations 13 0 0 0 0 0 0 0 Transfers In 40 0 0 0 0 0 0 0 53 0 0 0 0 0 0 0 STEVENS CREEK CORRIDOR PARK Transfers In 0 500 901 6,236 1,000 0 500 0 Prior Year Grants Authorized 0 0 2,731 0 0 0 0 0 Grants/Other Income 138 0 0 0 0 0 0 0 138 500 3,632 6,236 1,000 0 500 0 MARY A VENUE BICYCLE FOOTBRIDGE Transfers In from General Fund 755 250 1,000 0 0 0 0 0 Prior Year Grants Authorized 0 0 7,808 0 0 0 0 0 Federal and State Grants 0 138 138 0 0 0 0 0 755 388 8,946 0 0 0 0 0 86 REVENUE ESTIMATE Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 ENTERPRISE FUNDS RESOURCE RECOVERY Investment Earnings 160 160 160 160 150 150 150 150 Charges for Services 2,200 2,150 2,266 2,311 2,358 2,405 2,453 2,502 Loan Payback for FF&E 238 25 25 0 0 0 0 0 Grants 136 125 14 14 14 0 0 0 2,734 2,460 2,465 2,485 2,522 2,555 2,603 2,652 BLACKBERRY FARM Investment Earnings 4 2 2 2 2 2 2 2 Rent-Golf Course 20 20 20 20 20 21 23 24 Rent-PicnicIB Pheasant (1) 75 60 112 0 0 0 0 0 Charges for Services-Golf Course 587 640 640 660 673 707 721 735 Charges for Services-Picnic (1) 474 355 330 0 0 0 0 0 Miscellaneous 0 1 1 0 0 0 0 0 (1) to General Fund 2007-08 1,160 1,078 1,105 682 695 730 746 762 SPORTS CENTER Investment Earnings 6 7 7 7 7 7 7 7 Rent 52 53 12 12 13 14 15 15 Tennis 1,037 1,150 1,150 1,310 1,349 1,390 1,431 1,474 Membership 331 317 400 434 456 478 502 528 1,426 1,527 1,569 1,763 1,825 1,889 1,956 2,024 RECREATION PROGRAMS Investment Earnings 27 20 35 35 35 35 35 35 Cultural Programs 431 375 460 360 371 382 393 405 Youth and Teen Programs 747 775 775 875 901 928 956 985 Physical Recreation and Sports 1,153 975 1,000 1,000 1,030 1,061 1,093 1,126 2,358 2,145 2,270 2,270 2,337 2,406 2,477 2,551 SENIOR CENTER (2) Investment Earnings 4 2 2 0 0 0 0 0 Charges for Services 704 566 566 0 0 0 0 0 Miscellaneous 0 0 0 0 0 0 0 0 (2) To General Fund in 2007-08 708 568 568 0 0 0 0 0 87 REVENUE ESTIMATE Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 INTERNAL SERVICE FUNDS MANAGEMENT INFORMATION Investment Earnings 31 20 20 20 20 34 50 66 Service Charges 717 883 883 909 927 946 965 984 Transfers In 220 137 272 150 220 220 220 220 968 1,040 1,175 1,079 1,167 1,200 1,235 1,270 WORKERS' COMPENSATION Investment Earnings 36 25 25 25 25 25 25 25 Premiums 339 304 304 285 297 307 318 329 375 329 329 310 322 332 343 354 EQUIPMENT Investment Earnings 46 35 35 35 36 37 38 39 Service Charge 855 841 841 899 926 954 982 1,012 Transfers In 0 0 25 44 50 50 50 50 901 876 901 978 1,012 1,041 1,071 1,101 LONG TERM DISABILITY Investment Earnings 0 0 0 0 1 1 1 1 Premiums 42 52 52 58 60 62 64 66 42 52 52 58 61 63 65 67 RETIREE MEDICAL Transfers In from General Fund 1,763 1,821 1,821 1,882 1,946 2,013 2,082 2,090 88 EXPENDITURE ESTIMATES Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 GENERAL COUNCIL AND COMMISSIONS: 1000 City Council 184 220 220 227 236 245 253 262 1031 Telecommunications Commission 61 13 13 18 19 19 20 21 1040 Library Commission 0 5 5 5 5 5 5 5 1042 Fine Arts Commission 12 17 17 15 15 16 16 17 1050 Public Safety Commission 0 4 4 5 5 5 5 5 1055 BicycleIPedestrian Safety Commission 0 5 5 5 5 5 5 5 1060 Recreation Commission 9 10 10 10 10 10 11 11 1065 Teen Commission 13 15 15 17 17 18 19 19 1067 Senior Commission 0 3 3 3 3 3 3 3 1070 Planning Commission 25 96 97 96 100 104 108 111 1075 Housing Commission 0 7 7 6 7 7 7 7 304 395 396 405 422 437 452 468 ADMINISTRATION: 1200 City Manager 334 350 350 410 384 397 411 425 1201 Community Outreach 46 57 57 73 76 79 81 84 1300 City Manager Discretionary Fund 23 20 20 50 50 50 50 50 403 427 427 533 510 526 542 560 1500 CITY ATIORNEY 529 524 524 550 573 593 614 635 2100 LAW ENFORCEMENT 6,500 7,269 7,466 7,865 8,259 8,672 9,105 9,561 PUBLIC INFORMATION: 3300 Community Relation & Information 162 161 211 306 319 330 341 353 3350 City 50th Anniversary 48 23 23 0 0 0 0 0 3400 Cupertino Scene 106 105 117 123 128 132 137 141 3500 Government Channel 357 460 547 495 516 534 552 572 3501 Gov't Channel--Special Project 53 49 49 122 127 132 136 141 3502 Public Access Support 0 52 52 54 56 58 60 62 3600 City Web Site 127 137 137 153 160 165 171 177 853 987 1,136 1,254 1,305 1,351 1,398 1,447 ADMINISTRATIVE SERVICES: 4000 Administration 317 329 342 342 356 368 381 395 4010 Leadership Cupertino 0 22 22 13 13 15 16 17 4040 Library Extra Hours 0 120 0 240 125 129 134 139 4050 Neighborhood Watch 25 34 34 38 39 41 42 44 4100 Accounting 648 738 764 677 705 730 755 782 4110 Business Licenses 41 42 42 42 44 45 47 49 4300 City Clerk 462 509 509 454 472 489 506 523 4310 Duplicating and Postage 142 211 216 208 217 224 232 240 4330 Elections 263 215 215 305 0 300 0 300 4400 Disaster Preparedness 86 87 87 93 97 100 103 107 4510 Human Resources 471 524 545 575 598 619 641 663 4511 Human Resources Litigation 12 25 76 55 57 59 61 63 4540 Insurance Administration 526 576 626 583 607 629 651 673 4700 Code Enforcement 572 643 643 760 791 819 848 877 3,565 4,074 4,121 4,384 4,121 4,567 4,417 4,872 89 EXPENDITURE ESTIMATES Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 GENERAL (cont.) RECREATION SERVICE: 6100 Recreation Administration 265 284 284 461 480 300 311 321 Quinlan Community Center-Cultural: 6200 Supervision 469 460 460 502 523 541 560 580 6220 Blackberry Farm Picnic Area 0 0 0 218 227 235 243 252 6230 Community Hall Operation 5 27 27 30 31 32 34 35 6248 Cultural Programs 35 100 100 193 201 208 215 222 6265 Quinlan Community Center 294 297 299 394 380 393 407 421 Monta Vista Recreation Center-Youth: 6300 Administration 222 278 278 298 311 322 333 345 6342 Youth Programs 35 40 40 42 44 45 47 49 6343 Teen Programs 8 13 13 8 8 8 8 9 6344 Teen Center 50 69 71 63 66 68 70 73 6347 Nature Programs 75 86 86 101 105 109 113 117 Cupertino Sports Center-Physical/Recreation 6400 Supervision 232 237 237 256 267 276 286 296 6445 Creekside Park 6 9 9 9 9 9 9 10 6448 Fourth ofJuly 42 68 73 0 0 0 0 0 6360 Monta Vista Recreation Center 5 13 13 13 13 13 14 14 Senior Center: 6500 Senior Adult Programs 510 528 528 532 554 574 594 615 6529 Senior Center Case Manager 50 52 52 70 73 76 78 81 6549 Senior Adult Recreation 0 0 0 670 697 722 747 .773 6660 Blue Pheasant Restaurant 0 0 0 14 14 15 15 16 2,303 2,561 2,570 3,874 4,002 3,946 4,084 4,227 COMMUNITY DEVELOPMENT: 7200 Planning Administration 209 285 243 211 220 228 236 244 7301 Current Planning 692 757 757 899 936 968 1,002 1,037 7302 Mid and Long Range Planning 260 273 273 416 433 448 464 480 7305 Annexations 0 12 12 10 10 10 10 10 7306 Economic Development 0 105 105 130 136 140 145 150 7307 North Vallco Study 0 100 100 0 0 0 0 0 7406 Human Service Grants 40 42 42 40 42 43 45 46 7501 General Building 483 662 662 689 717 742 768 795 7502 Construction Plan Checking 1,503 718 718 726 755 782 809 838 7503 Building Code Enforcement 435 655 655 668 696 720 745 771 7504 Building Abatements 17 25 25 25 26 27 28 29 3,639 3,634 3,592 3,814 3,970 4,108 4,252 4,400 90 EXPENDITURE ESTIMATES Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 PUBLIC WORKS: Administration: 8001 Public Works Administration 493 488 488 510 531 550 569 589 8005 Environmental Management 144 140 140 144 150 155 161 166 Engineering: 8101 Engineering Design 638 736 776 826 810 839 868 898 8102 Inspection Service 127 130 130 134 139 144 149 155 Service Center Administration: 8201 Public Works Supervision 854 857 857 855 890 921 953 987 Grounds: 8302 McClellan Ranch Park 39 44 44 45 46 48 50 51 8303 Memorial Park 528 558 563 518 540 558 578 598 8312 School Site Maintenance 469 544 544 655 570 590 611 632 8314 Neighborhood Parks 840 942 953 925 963 996 1,031 1,067 8315 Sports Fields/Jollyman/Creekside 406 472 472 387 402 417 431 446 8321 Civic Center Maintenance 126 165 165 143 149 154 160 165 Streets: 8402 Street Cleaning 73 59 59 81 85 87 91 94 8406 Graffiti Removal 50 54 54 55 58 60 62 64 8407 Overpasses & Medians Maintenance 604 763 763 679 707 732 758 784 8408 Street Trees Maintenance 524 564 564 821 854 884 915 947 8409 Elmwood Program 248 291 291 303 315 326 338 349 Facilities: 8501 City Hall 386 455 459 525 500 517 535 554 8501 City Hall Remodel 0 60 60 50 0 0 0 0 8502 Library 213 206 223 237 231 239 247 256 8503 Service Center 262 299 359 269 280 290 300 310 8504 Quinlan Community Center 319 366 366 334 348 360 373 386 8505 Senior Center 133 163 170 170 177 183 190 196 8506 McClellan Ranch 48 59 59 65 67 70 72 75 8507 Monta Vista 90 97 97 122 102 106 109 113 8508 Wilson 25 25 25 38 39 41 42 43 8509 Portal 24 30 30 50 32 33 34 35 8511 Creekside 49 57 57 63 65 68 70 73 8512 Community Hall 122 154 154 127 132 137 142 147 8513 Teen Center 23 27 27 27 28 29 31 32 8830 Street Lighting 429 436 505 486 506 523 542 561 Traffic Management: 8601 Traffic Engineering 275 454 508 490 510 528 546 565 8602 Traffic Signal Maintenance 380 413 439 455 474 491 508 525 8603 Traffic Safety Study 0 0 0 300 0 0 0 0 8,941 10,110 10,402 10,888 10,702 11,076 11,464 11,865 Operating Expenditures 27,037 29,981 30,633 33,567 33,864 35,275 36,328 38,034 Transfers Out: 0100 Debt Service Obligations 3,548 3,535 3,535 3,538 3,534 3,536 3,532 3,532 0100 Capital Projects 430 2,172 2,372 2,948 1,380 50 0 0 0100 Infrastructure Reserve 0 0 500 100 100 100 100 100 0100 Transportation Projects & Maintenance 1,255 800 800 750 750 750 750 750 0100 Park Dedication-McClellan Ranch 0 0 50 0 0 0 0 0 0100 Stevens Creek Corridor Park 0 500 701 6,236 1,000 0 500 0 0100 Mary Ave. Bicycle Footbridge 755 250 1,000 0 0 0 0 0 0100 Equipment Fund 0 0 25 44 50 50 50 50 0100 Management Information 220 137 272 150 220 220 220 220 0100 Retiree Medical 1,763 1,821 1,821 1,882 1,946 2,013 2,082 2,090 Non-operating Expenditures 7,971 9,215 11,076 15,648 8,980 6,719 7,234 6,742 TOTAL GENERAL FUND 35,008 39,196 41,709 49,216 42,844 41,994 43,562 44,776 91 EXPENDITURE ESTIMATES Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 SPECIAL REVENUE FUNDS STORM DRAIN 9612 Minor Storm Drain Improvements 133 105 148 75 75 75 75 75 9620 CIP - Minor Storm Drain Projects I 203 1,132 (120) 0 0 0 0 0100 Transfer to Transportation 0 0 0 95 25 0 0 0 134 308 1,280 50 100 75 75 75 PARK DEDICATION TAX 0100 Transfers Out 657 500 200 0 0 0 0 0 9213 CIP - McClellan Ranch Improvements 151 0 73 0 0 0 0 0 808 500 273 0 0 0 0 0 ENVIRONMENTAL MANAGEMENT 8004 Non Point Source 379 391 397 411 369 369 369 369 379 391 397 411 369 369 369 369 TRANSPORTATION 8403 Sidewalk, Curb and Gutter Maint 276 160 169 157 164 170 176 182 8404 Street Pavement Maintenance 234 262 277 198 206 213 220 228 8405 Street SignslMarkings 389 412 414 387 403 417 432 447 9430 CIP - Stevens Cyn Rd Widening 52 0 0 0 0 0 0 0 9435 CIP - Neighborhood Traffic Calming 0 50 55 0 0 0 0 0 9436 CIP - Stevens Crk Trail Bike Facilities 0 0 30 0 0 0 0 0 9443 CIP - Bollinger Bike Lane/Calabzas Cr Brd 10 0 246 95 25 0 0 0 9447 CIP - Mary Ave CrosswalkJParking 3 0 104 0 0 0 0 0 9451 CIP - Curb, Gutter and Sidewalk Repairs 398 500 602 750 750 750 750 750 9450 CIP - Pavement Management 153 750 3,337 1,122 750 750 750 750 9531 CIP - Ramp Meter Signal 280/85 9 0 291 0 0 0 0 0 9532 CIP - 85/Stevens Crk Traffic Signal Modif 0 0 49 0 0 0 0 0 9701 CIP - Sidewalk Gaps Unimproved Areas 0 0 30 0 0 0 0 0 9452 CIP - Rancho Rinconada Street Study 0 100 100 (100) 100 0 0 0 9453 CIP - City Monument Signs 0 50 50 (50) 100 0 0 0 1,524 2,284 5,754 2,559 2,498 2,300 2,328 2,357 HOUSING & COMMUNITY DEVELOPMENT 7401 General Administration 88 83 83 77 80 83 86 89 7402 Rehab Loans & Administration 0 1 1 1 1 1 1 1 7403 Affordable Housing 390 285 285 243 250 250 250 250 7404 Public Service Grants 71 62 62 66 69 71 74 76 7405 Below Market Rate Housing 191 231 258 129 134 139 143 148 740 662 689 516 534 544 554 565 REDEVELOPMENT AGENCY 0100 Transfers to General Fund 0 0 0 275 0 0 0 0 Capital Projects/Affordable Housing Debt 0 0 0 0 500 1,500 2,000 2,000 7304 Cupertino Square Project Area 88 217 217 219 228 236 244 253 88 217 217 494 728 1736 2244 2253 92 EXPENDITURE ESTIMATES Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 DEBT SERVICE FUNDS CUPERTINO FACILITIES CORPORATION 5301 Principal 1,270 1,295 1,295 1,355 1,415 1,460 1,500 1,545 5301 Interest + Fees 2,263 2,240 2,240 2,183 2,119 2,076 2,032 1,987 3,533 3,535 3,535 3,538 3,534 3,536 3,532 3,532 TRAFFIC IMPACT 5306 Principal 25 25 25 30 30 30 35 0 5306 Interest + Fees 13 11 11 9 7 5 2 0 Close Out to General Fund 0 0 0 0 0 0 0 55 38 36 36 39 37 35 37 55 V ALLCO 1974 ASSESSMENT DISTRICT 5304 District 74-3 Maintenance 0 117 117 0 0 0 0 0 5305 District 74-4 Maintenance 0 3 3 0 0 0 0 0 0 120 120 0 0 0 0 0 93 EXPENDITURE ESTIMATES Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 CAPITAL PROJECTS FUND CAPITAL IMPROVEMENT 9116 San Thomas/Saratoga Creek Trail 2 0 52 0 0 0 0 0 9121 Memorial Park Softball Field Renovation 0 250 250 (230) 0 0 0 0 9122 SterlingIBarnhart Park Acquisition 0 1,000 1,000 0 0 0 0 0 9123 Library Field Renovation 0 100 100 (100) 0 0 0 0 9124 McClellan Ranch Facility Improvements 0 45 45 672 0 0 0 0 9125 Blue PheasantlStocklmeir Preservation 0 50 50 0 0 0 0 0 9126 SterlinglBarnhart Park Construction 0 0 50 0 800 0 0 0 9225 City Hall Space Study 15 0 10 0 0 0 0 0 9228 City Hall Council Chamber Remodel 23 0 24 0 0 0 0 0 9229 City Hall Emerg Generator/PG&E Upgrd 28 100 382 30 0 0 0 0 9232 Library Improvements & Upgrades 0 120 120 0 0 0 0 0 9233 Community Hall Improvm & Upgrades 0 90 90 0 0 0 0 0 9234 Monta Vista Park Bldg HV AC 0 150 150 0 0 0 0 0 9235 Service Center Security Gate 0 50 50 0 0 0 0 0 9236 Sports Ctr Tennis Lighting Design 0 50 50 200 0 0 0 0 9237 Quinlan Center Fountain 0 0 150 150 0 0 0 0 9528 I-280/Wolfe Traffic Safety Improvement 0 0 129 0 0 0 0 0 9530 Phase III Homestead Arterial 0 0 40 0 0 0 0 0 9533 Green LED T/S Lights 0 0 261 0 0 0 0 0 9541 Safe Routes to School - Monta Vista HS 0 0 48 0 0 0 0 0 9544 Safe Routes to School - Cupertino HS 89 0 160 0 0 0 0 0 9545 Traffic Signal Upgrades - Various I 0 143 0 0 0 0 0 9547 Ped Heads and Signal Battery Backup 4 90 98 (28) 30 0 0 0 9548 Traffic Related Street Walkability Mods 0 0 2 0 0 0 0 0 9549 Safe Routes to School - Garden Gate 0 0 475 0 0 0 0 0 9550 Traffic Signal Battery Power Backup 0 0 200 (100) 50 50 0 0 9551 Lawrence Expwy/ Mitty Crossing 0 (75) 0 75 0 0 0 0 9552 Stvns Crk Blvd / 85 On-Ramp & Walk 0 75 75 0 0 0 0 0 9553 Collins Sch Zone Beacons & Lights 0 44 44 0 0 0 0 0 9554 Count Sta. (DeAnza/Lazaneo/Prospect) 0 50 50 0 0 0 0 0 9555 SVITS Extensions (FO Cable & Boxes) 0 35 35 15 0 0 0 0 9556 Remove Flashing Red LT Arrows 0 60 60 0 0 0 0 0 9238 Library Court Yard Modifications 0 0 0 50 0 0 0 0 9231 Sports Center Upgrade and Pool Demol 0 0 0 500 0 0 0 0 9127 Lawrence & Mitty Park (Saratoga Crk) 0 0 0 1,500 0 0 0 0 9557 DeAnza/McClellan/Pacifica Signal Mod 0 0 0 200 0 0 0 0 9128 Veteran's Memorial 0 0 0 55 0 0 0 0 9558 Various Trf SignaVIntersection Modif 0 0 0 75 0 0 0 0 9xxx Green Project - to be identified 0 0 0 0 500 0 0 0 0100 Transfer Out to General Fund 0 0 0 330 0 0 0 0 162 2,284 4,393 3,394 1,380 50 0 0 CIVIC CENTER & LIBRARY 9222 CIP-Civic Center & Library 53 0 2 0 0 0 0 0 0100 Transfers Out 40 0 0 0 0 0 0 0 93 0 2 0 0 0 0 0 9313 CALI MILL PLAZA 3 0 0 0 0 0 0 0 9112 STEVENS CREEK CORRIDOR PARK 275 500 4,222 6,236 1,000 0 500 0 9449 MARY AVE. BICYCLE FOOTBRIDGE 1,438 388 8,165 0 0 0 0 0 94 EXPENDITURE ESTIMATES Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 ENTERPRISE FUNDS RESOURCE RECOVERY 8003 Programs 2,101 2,730 2,798 2,708 2,819 2,917 3,019 3,125 0100 Transfers to General Fund 500 500 500 500 0 0 0 0 2,601 3,230 3,298 3,208 2,819 2,917 3,019 3,125 BLACKBERRY FARM 6600 Administration (1 ) 143 132 132 0 0 0 0 0 6620 Park (1 ) 670 610 649 0 0 0 0 0 6640/6440 Golf Course 459 458 498 567 595 607 625 644 6660 Blue Pheasant Restaurant (1) 8 14 14 0 0 0 0 0 6680 Retreat Center (1) 23 28 28 0 0 0 0 0 (1) to General Fund 2007-08 1,303 1,242 1,321 567 595 607 625 644 SPORTS CENTER 0100 Transfer to General Fund 100 0 0 0 0 0 0 0 6450 Sports and Physical 1,205 1,257 1,257 1,441 1,500 1,552 1,607 1,663 8510 Maintenance 186 202 224 216 225 233 241 249 9230 CIP - Tennis Court Resurfacing 0 0 111 0 0 0 0 0 9231 CIP - Pool House ADA Upgrade 57 0 0 0 0 0 0 0 1,548 1,459 1,592 1,657 1,725 1,785 1,848 1,912 RECREATION PROGRAMS 6249 Cultural Programs 350 373 373 0 0 0 0 0 6349 Youth and Teen Services 635 707 707 1,116 1,162 1,202 1,245 1,288 6449 Sports and Physical 732 890 910 905 942 975 1,009 1,045 6649 Nature Program 12 17 17 0 0 0 0 0 9121 CIP Memorial Pk Softball Field Renov 0 0 0 230 0 0 0 0 9123 CIP Library Field Renovation 0 0 0 100 0 0 0 0 91xx CIP Sports Center Soundwall Replacemnt 0 0 0 0 350 0 0 0 0100 Transfer to General Fund 200 0 0 0 0 0 0 0 1,929 1,987 2,007 2,351 2,454 2,178 2,254 2,333 SENIOR CENTER (2) 6549 Programs 589 568 568 0 0 0 0 0 0100 Transfer to General Fund 0 0 0 125 0 0 0 0 (2) To General Fund in 2007-08 589 568 568 125 0 0 0 0 95 EXPENDITURE ESTIMATES Adopted Revised Actual Budget Budget FIVE YEAR FORECAST (in thousands) 2005-06 2006-07 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 INTERNAL SERVICE FUNDS MANAGEMENT INFORMATION 4800 Operations 766 821 841 910 947 979 1,014 1,049 9800 Equipment Acquisition 116 300 585 302 300 300 300 300 882 1,121 1,426 1,212 1,247 1,279 1,314 1,349 WORKERS' COMPENSATION 4550 Claims 461 290 290 279 291 301 312 322 EQUIPMENT 8840 Equipment Maintenance 859 841 842 899 936 969 1,003 1,038 9820 Equipment Acquisition 0 298 323 349 175 175 175 175 859 1,139 1,165 1,248 1,111 1,144 1,178 1,213 LONG TERM DISABILITY 4570 Claims 41 44 44 48 50 52 54 56 RETIREE MEDICAL 4512 Retiree Medical Pay-As-You-Go 538 650 650 683 862 955 1,054 1,159 TOTAL EXPENDITURES 54,974 62,151 83,153 77,831 64,178 61,858 64,859 66,096 TOTAL REVENUES 62,193 59,484 77,198 71,848 64,409 65,482 67,073 67,678 96 City of Cupertino Gann Appropriations Limit 2007 -08 Budget Article XIIIB of the California State Constitution as enacted by Proposition 4, the Gann initiative of 1979, mandates a limit on the amount of proceeds of taxes that state and local governments can receive and appropriate (authorize to spend) each year. The purpose of this law is to limit government spending by putting a cap on the total proceeds of taxes that may be appropriated each year. The original Article XIIIB was further modified by Proposition 111 and SB 88 approved by California voters in June of 1990. Proposition 111 allows cities more flexibility in choosing certain inflation and population factors to calculate the limit. Appropriations Subiect to Limit 70,000,000 10,000,000 -+- Appropriation Limit _ Subject to Limit 60,000,000 50,000,000 40,000,000 30,000,000 20,000,000 o 01/02 02/03 03/04 04/05 05/06 06/07 07/08 The limit is different for each agency and the limit changes each year. Each year's limit is based on the amount of tax proceeds that were authorized to be spent in fiscal year 1978-79 in each agency, modified for changes in inflation and population in each subsequent year. Proposition 111 has modified those factors to allow cities to choose either the growth in California Per Capita Income or the growth in non-residential assessed valuation due to new construction in the city. Alternatively, the city could select a population growth factor represented by the population growth in Santa Clara County. Each year the city establishes its appropriations limit for the following fiscal year. The City's appropriation limit for fiscal year 2006/07 was $61,261,035 and was adopted by Council. The City's appropriations limit for fiscal year 2007/08 of $65,248,148 is $3,987,113 or 6.51 % higher than the fiscal year 2006/07 limit of $61,261,035. For fiscal year 2007/08, the City's estimated appropriations of proceeds from taxes are $35,023,000. This is $30,225,148 or 46.32% under the legal limit established for fiscal year 2007/08. When a city's proceeds oftaxes (less statutory exclusions) exceed the legal limit, excess tax revenue must be returned to the State or citizens through a process of refunds, rebates, or other means that may be determined at that time. The City is currently at 48.25% of its limit. As a result, the appropriations limit is not expected to present a restraint on current or future budget deliberations. 97 DEPARTMENTAL OPERATING BUDGETS The Departmental Operating Budgets section provides budget information for each of the City's eight key operating functions: City Council, Administration, Law Enforcement, Public Information, Administrative Services, Parks and Recreation, Community Development and Public Works. Each departmental operating budget includes the following elements: 1. Department Summary: The department summary includes an organization chart for the department and condensed financial information for each division within the department. It is a "big picture" snapshot ofthe department's responsibilities and costs. 2. Division Summary: Most departments are organized into smaller units or divisions. A program overview has been presented for each division denoting the key functions of the division. In addition, service objectives are listed to identify for the reader the upcoming goals and objectives of that section. Finally, the budget document includes an expenditure summary that details historical and proposed expenditures by category and funding source and the personnel charged to that division. 99 Council and Commissions 101 COUNCIL AN.D COMMISSIONS Citizens of Cupertino City Council Citizen Advisory Groups Technology Information & Communications/Library/Teen/ - Fine ArtslParks & Recreation/Economic Development! Audit/Planning/Housing/Public Safety/Bike & Pedestrian/Senior 102 CITY COUNCIL AND COMMISSIONS Expenditures by Division 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted CITY COUNCIL 1000 CITY COUNCIL 171,886 183,797 219,835 227,152 171,886 183,797 219,835 227,152 COMMISSIONS 1031 TECHNOLOGY, INFORMATION & COMMUNICATIONS COMMISSION 58,552 60,853 13,059 17,953 1040 LIDRARY 306 309 4,758 4,589 1042 FINE ARTS 11,193 13,335 16,503 14,561 1050 PUBLIC SAFETY 0 0 4,769 4,600 1055 BICYCLE AND PEDESTRIAN 0 0 4,769 4,600 1060 PARKS AND RECREATION 8,416 8,731 10,353 9,640 1065 TEEN 12,853 12,678 15,208 16,648 1067 SENIOR 244 0 2,664 2,502 1070 PLANNING 12,966 24,852 96,615 96,464 1075 HOUSING 199 13 6,619 6,482 104,729 120,771 175,317 178,039 TOTAL 276,615 304,568 395,152 405,191 103 COUNCIL AND COMMISSIONS CITY COUNCIL PROGRAM OVERVIEW The Mayor and Councilmembers, acting as the elected representatives of the City of Cupertino, establish public policy to meet community needs and assure orderly development of the City. SERVICE OBJECTIVES The City Council goals are carried out by the city staff under the sole direction of the City Manager. The council goals are listed in the Budget Strategies section. 104 COUNCIL AND COMMISSIONS 1000 CITY COUNCIL Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 115,059 116,093 132,805 127,782 Materials 43,756 55,158 58,800 74,700 Contract Services 0 1,926 15,000 10,000 Cost Allocation 13,071 10,620 13,230 14,670 Total 171 ,886 183,797 219,835 227,152 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 171,886 183,797 219,835 227,152 Total 171 ,886 183,797 219,835 227,152 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.40 0.40 0.40 Total 0.40 0.40 0.40 105 COUNCIL AND COMMISSIONS TECHNOLOGY, INFORMATION & COMMUNICATIONS COMMISSION PROGRAM OVERVIEW The Technology, Information & Communications Commission advises the City Council and informs the community about issues relating to the rapidly changing field of telecommunications. Commissioners also served as a resource for the Planning Commission in offering technical guidance for antenna sitings. The Public Information Manager serves as staff liaison. With legislation now in effect encouraging effective competition, the commission will continue to look at new and forthcoming FCC rulings that may alter Comcast's impact on the community. The commission also will continue to monitor cable services to subscribers and to act as a resource for both the Cupertino elementary and high school districts. SERVICE OBJECTIVES Continue to work with appropriate companIes in bringing advanced servIces to interested residents. Monitor Comcast services. Negotiate with public access provider KMVT to insure maximum programming value for Cupertino residents. Continue to work with staff and legal counsel to enforce the terms of the current cable franchise agreement. Work with the Cupertino Planning Commission in developing an antenna ordinance. 106 COUNCIL AND COMMISSIONS 1031 TECHNOLOGY, INFORMATION, & COMMUNICATIONS COMMISSION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 5,766 6,380 6,359 6,903 Materials 1,413 757 1,700 2,050 Contract Services 51,373 53,716 5,000 9,000 Total 58,552 60,853 13,059 17,953 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 58,552 60,853 13,059 17,953 Total 58,552 60,853 13,059 17,953 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.05 0.05 0.05 Total 0.05 0.05 0.05 107 COUNCIL AND COMMISSIONS LIBRARY COMMISSION PROGRAM OVERVIEW The Library Commission is a five member commission appointed by the City Council that reviews and makes recommendations related to the operations and services of the Cupertino Library. The Cupertino Library is operated by the Santa Clara County Library Services. The building is provided by the City of Cupertino for which the county pays a rental fee. County Library staff serve as staff to the commission and the Director of Administrative Services or Finance Director serve as City liaisons. SERVICE OBJECTIVES Monitors the various service activities of the library and makes recommendations for improvements to appropriate bodies. Supports library advocacy groups, including Friends of the Cupertino Library and Cupertino Library Foundation. Advocates library funding and service levels at the city, county, and state levels. Represents the Cupertino library in the local community. Participates in state and local library workshops and conferences. Participates in the long range planning of quality library services for the City. Develops potential resources to expand volunteer efforts in the library. Investigates ways to expand access to non-traditional media. Continues library advocacy in Cupertino activities and with other organizations. Continues emphasis on integrating additional technology into library services. Continues proactive efforts to ensure adequate library funding. 108 COUNCIL AND COMMISSIONS 1040 LIBRARY COMMISSION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 0 0 3908 3,739 Materials 306 309 850 850 Total 306 309 4,758 4,589 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 306 309 4,758 4,589 Total 306 309 4,758 4,589 Personnel Summary 2005-06 2006-07 2007-08 Actual Adopted Adopted Full-time 0.00 0.02 0.02 Total 0.00 0.02 0.02 109 COUNCIL AND COMMISSIONS FINE ARTS COMMISSION PROGRAM OVERVIEW The Cupertino Fine Arts Commission is charged with advancing the arts in the City. This is done through several activities and programs, including the following: overseeing the "Quarter Percent for Art" requirement for developments over 50,000 square feet; promoting art in public places, making recommendations to City Council regarding arts opportunities; awarding grants to individuals and organizations; and selecting a "Distinguished Artist of the Year." In prior years, grants had been awarded to a diverse group of individuals and organizations, including the Cherry Blossom Festival, local performing arts groups, sculptors, artists, and the Euphrat Museum of Art and its Arts in Schools program. Budget constraints resulted in the elimination of fine arts grants for several years, although in 2006-07 a small award was made to the Distinguished Artist of the Year and a grant given to the Euphrat Museum of Art. SERVICE OBJECTIVES Promote programs and activities that provide a direct cultural benefit to the citizens of Cupertino, with special emphasis on groups not likely to receive regular exposure to the arts. Actively encourage business and community participation in the arts. Pursue opportunities for visual and performing arts throughout the city. 110 COUNCIL AND COMMISSIONS 1042 FINE ARTS COMMISSION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 11,0 I 0 12,335 12,803 13,361 Materials 183 1,000 3,700 1,200 Total 11,193 13,335 16,503 14,561 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 11,193 13,335 16,503 14,561 Total 11,193 13,335 16,503 14,561 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.10 0.10 0.10 Total 0.10 0.10 0.10 111 COUNCIL AND COMMISSIONS PUBLIC SAFETY COMMISSION PROGRAM OVERVIEW The Cupertino Public Safety Commission (PSC) is a five member board appointed by the City Council, which, when requested by Council, assists the Council by reviewing and recommending public safety services and policies for police, fire, emergency planning, and traffic. The Assistant Director of Public Works serves as staff liaison. SERVICE OBJECTWES Review safety issues and concerns and make recommendations to the City Council. Promote public education programs concerning safety issues. Provide assistance in implementing public safety programs approved by the City Council. 112 COUNCIL AND COMMISSIONS 1050 PUBLIC SAFETY COMMISSION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 0 0 4,569 4,400 Materials 0 0 200 200 Total 0 0 4,769 4,600 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 0 0 4,769 4,600 Total 0 0 4,769 4,600 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.03 0.03 Total 0.00 0.03 0.03 113 COUNCILS AND COMMISSIONS BICYCLE AND PEDESTRIAN COMMISSION PROGRAM OVERVIEW The Cupertino Bicycle and Pedestrian Commission (BPC) is a five-member board appointed by the City Council, which, when requested by Council, assists the Council by reviewing, monitoring, and making recommendations on City transportation matters, including, but not limited to bicycle and pedestrian traffic, parking, education, and recreation within Cupertino. The Assistant Public Works Director serves as staff liaison. SERVICE OBJECTNES Review City transportation infrastructure, development standards, public and private development projects, and citizen outreach and education efforts as they affect bicycle and pedestrian traffic in the City of Cupertino. Promote safe, efficient, and enjoyable travel for bicycle and pedestrian traffic within Cupertino. 114 COUNCIL AND COMMISSIONS 1055 BICYCLE AND PEDESTRIAN COMMISSION Total Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted 0 0 4,569 4,400 0 0 200 200 0 0 4,769 4,600 Employee Compensation Materials Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 0 0 4,769 4,600 Total 0 0 4,769 4,600 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.03 0.03 Total 0.00 0.03 0.03 115 COUNCIL AND COMMISSIONS PARKS AND RECREATION COMMISSION PROGRAM OVERVIEW The Parks and Recreation Commission is a five-member citizen's commission appointed by the City Council to make recommendations pertaining to parks and recreation. The Director of Parks and Recreation serves as staff liaison. SERVICE OBJECTIVES Engage the public in dialog regarding the design of new programs and facilities, and make recommendations regarding these projects to the City Council. Work with staff and the public to draft and/or revise policies for use of Parks and Recreation facilities. Consider public input regarding the operation of Parks and Recreation facilities and make recommendations for their improvement. Participate on a number of special committees dealing with Parks and Recreation. Serve as ambassadors for the Parks and Recreation Department. 116 COUNCIL AND COMMISSIONS 1060 PARKS AND RECREATION COMMISSION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 7,681 8,541 9,053 8,340 Materials 735 190 1,300 1,300 Total 8,416 8,731 10,353 9,640 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 8,416 8,731 10,353 9,640 Total 8,416 8,731 10,353 9,640 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.10 0.10 0.10 Total 0.10 0.10 0.10 117 COUNCIL AND COMMISSIONS TEEN COMMISSION PROGRAM OVERVIEW The Teen Commission is composed of 13 teens representing grades 8-12. The Teen Commission advises the City Council and staff on teen issues. SERVICE OBJECTIVES Engage the public in dialog regarding the design of new programs, and make recommendations regarding these projects to city staff. Assist staff with the programming of the Teen Center. Assist staff with the evaluation of teen programming. Work with staff and the public to create new avenues to interact with teens. Assist staff with communication and public relations with teens. 118 COUNCIL AND COMMISSIONS 1065 TEEN COMMISSION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 10,531 11,824 12,188 14,578 Materials 1,980 854 2,020 1,770 Contract Services 342 0 1,000 300 Total 12,853 12,678 15,208 16,648 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 12,853 12,678 15,208 16,648 Total 12,853 12,678 15,208 16,648 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.15 0.15 0.15 Total 0.15 0.15 0.15 119 COUNCIL AND COMMISSIONS SENIOR CITIZENS COMMISSION PROGRAM OVERVIEW The Senior Citizens Commission is a five-member commission appointed by the City Council that advises the Council on senior issues. The commission meets quarterly. The Senior Center Manager serves as staff liaison to the commission. SERVICE OBJECTIVES Provide a forum for the discussion of issues important to senior citizens in the community and a conduit to city staff and the City Council. Commissioners serve as ambassadors for the senior population. Make recommendation on a new senior/teen intergenerational event held in conjunction with the Teen Commission. Produce informational articles for seniors to be published in the Cupertino Scene. 120 COUNCIL AND COMMISSIONS 1067 SENIOR COMMISSION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 0 0 2,164 2,002 Materials 244 0 500 500 Total 244 0 2,664 2,502 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 244 0 2,664 2,502 Total 244 0 2,664 2,502 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.02 0.02 Total 0.00 0.02 0.02 121 COUNCIL AND COMMISSIONS PLANNING COMMISSION PROGRAM OVERVIEW The Planning Commission is a five-member citizen board appointed by the City Council to make or recommend decisions on matters pertaining to land use and physical development. The major work of the Commission is to conduct public hearings on "current planning" applications. The Director of Community Development and the City Planner serve as staff liaisons. The Commission also advises the City Council on land use and development policy through study sessions and formal hearings on issues necessary to maintain the current status of the General Plan. The Commission also undertakes periodic review of implementation ordinances and issues interpretations of these documents. SERVICE OBJECTIVES Conduct periodic reviews of the General Plan. These reviews test the fundamental goals and measure performance of short-term objectives. Conduct public hearings for approximately 100 land development applications. Ensure that decisions are made fairly and expeditiously in accordance with adopted General Plan policies, zoning ordinances, development plans and design guidelines. Prepare specific plans, zoning ordinance amendments and amendments to the General Plan. Serve on the Planning Commission Design Review Committee, the Environmental Review Committee and in an advisory role to the Housing Commission. 122 COUNCIL AND COMMISSIONS 1070 PLANNING COMMISSION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 4,667 6,848 79,115 76,464 Materials 2,224 9,879 10,500 13,000 Contract Services 6,075 8,125 7,000 7,000 Total 12,966 24,852 96,615 96,464 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 12,966 24,852 96,615 96,464 Total 12,966 24,852 96,615 96,464 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.45 0.45 Total 0.00 0.00 0.45 123 COUNCIL AND COMMISSIONS HOUSING COMMISSION PROGRAM OVERVIEW The Cupertino Housing Commission (CHC) is a five-member board appointed by the City Council to assist the Planning Commission and the City Council in developing housing policies and strategies for implementation of General Plan Housing Element goals. The Commission also oversees the Community Development Block Grant (CDBG) program. The Senior Planner serves as staff liaison. SERVICE OBJECTIVES: When requested by the Director of Community Development or the City Council, make recommendations regarding affordable housing proposals including requests for money from the CDBG and the Affordable Housing funds, possible fee waivers or other incentives, the number and type of affordable units, and the target groups to be served. 124 COUNCIL AND COMMISSIONS 1075 HOUSING COMMISSION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 0 0 6419 6,282 Materials 199 13 200 200 Total 199 13 6,619 6,482 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 199 13 6,619 6,482 Total 199 13 6,619 6,482 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.05 0.05 Total 0.00 0.05 0.05 125 Administration 127 ADMINISTRA TION I I I City Attomey City Manager Community (2.40) (1.40) Outreach (.50) 128 ADMINISTRATION Expenditures by Division 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted 1200 CITY MANAGER 308,229 334,279 350,050 409,359 1201 COMMUNITY OUTREACH 49,587 46,454 57,222 72,867 1300 CITY MANAGER DISCRETIONARY FUND 4,148 23,050 20,000 50,000 1500 LEGAL SERVICES 523,518 529,040 524,309 550,351 TOTAL 885,482 932,823 951,581 1,082,577 129 ADMINISTRATION CITY MANAGER PROGRAM OVERVIEW The City Manager is responsible to the City Council for the effective and efficient operation of the City. Under the direction of the City Council as a whole, the City Manager carries out the City's adopted goals and objectives. The City Manager also oversees the Community Outreach Program and is responsible for developing and sustaining community-building activities that increase citizen involvement in the community. SERVICE OBJECTWES Accomplish the City Council's work program. Manage City operations. See that all laws and ordinances of the City are duly enforced and that all franchises, permits, licenses, and privileges granted by the City are faithfully performed and observed. Keep the City Council advised as to the financial conditions and needs of the City. Investigate all complaints concerning the operation of the City. Supervise the use and condition of buildings, public parks, streets and other public property. Make reports and initiate recommendations as may be desirable or as requested by the City Council. Ensure that the City's policies and procedures provide a foundation for a secure financial position. Develop strategies to enhance the City's tax base and to position the City to take advantage of economic opportunities. 130 CITY MANAGER! COMMUNITY OUTREACH 1200 ADMINISTRATION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 325,573 341,298 320,942 343,596 Materials 25,393 34,876 53,200 109,400 Contrat Services 0 229 500 10,500 Capital Outlay 0 0 25,000 15,000 Cost Allocation 6,850 4,330 7,630 3,730 Total 357,816 380,733 407,272 482,226 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 357,816 380,733 407,272 482,226 Total 357,816 380,733 407,272 482,226 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 2.00 1.90 1.90 Total 2.00 1.90 1.90 131 ADMINISTRATION CITY MANAGER DISCRETIONARY FUND PROGRAM OVERVIEW This account is discretionary fund for unexpected occurrences, such as special studies, consultants or other special unplanned needs that may occur during the year. 132 CITY MANAGER DISCRETIONARY FUND 1300 ADMINISTRATION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Contract Services 4,148 23,050 20,000 50,000 Total 4,148 23,050 20,000 50,000 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 4,148 23,050 20,000 50,000 Total 4,148 23,050 20,000 50,000 Personnel Summary 2005-06 2006-07 2007-08 Actual Adopted Adopted Full-time 0.00 0.00 0.00 Total 0.00 0.00 0.00 133 ADMINISTRATION LEGAL SERVICES PROGRAM OVERVIEW The City Attorney serves as legal counsel to the City Council, City Commissions, and City administrative staff. The City Attorney's Office prepares ordinances and resolutions as requested, prepares or reviews contracts and agreements, conducts research and supports the City in litigation and some negotiations. The City Attorney's Office prosecutes code violations and supervises the Code Enforcement Division. Secretarial and support services are provided to the City Attorney's Office by the City. SERVICE OBJECTIVES Attend or provide legal representation at all regularly scheduled City Council meetings, provide procedural and legislative information to the Council, and attend commission and staff meetings as requested. Meet with the City administrative staff on a regular basis to provide legal services and advice. Oversee the City's Code Enforcement Division and prosecute municipal code violations as necessary. 134 LEGAL SERVICES 1500 ADMINISTRATION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 411,947 426,593 394,899 412,711 Materials 38,401 33,407 40,600 42,800 Contract Services 60,820 57,660 82,000 92,500 Cost Allocation 12,350 11,380 6,810 2,340 Total 523,518 529,040 524,309 550,351 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 523,518 529,040 524,309 550,351 Total 523,518 529,040 524,309 550,351 Personnel Summary 2005-06 2006-07 2007-08 Actual Adopted Adopted Full-time 2.70 2.40 2.40 Total 2.70 2.40 2.40 135 Law Enforcement 137 LAW ENFORCEMENT LaW' Enforcement (Contract) 138 LAW ENFORCEMENT Expenditures by Division TOTAL 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted 6,021,640 6,396,074 7,148,593 7,745,455 123,056 103,837 120,000 120,000 6,144,696 6,499,911 7,268,593 7,865,455 2100 LAW ENFORCEMENT 2401 COPS GRANT 139 LAW ENFORCEMENT LAW ENFORCEMENT PROGRAM OVERVIEW This activity provides for law enforcement, emergency communications, School Resource Officers, and the Youth Probation Programs. Law Enforcement services are provided by the Santa Clara County Sheriffs Department. Communication services are provided by the Santa Clara County General Services Administration. The Youth probation Program is provided through a partnership with the Cupertino Union School District and the City of Cupertino. Law Enforcement services include general law enforcement (patrol), traffic and detective servIces. SERVICE OBJECTIVES Respond to emergency situations within an average of less than six minutes. Enforce the vehicle code with the goal of increasing traffic safety. Divert first time/minor youth offenders from the juvenile justice system. Provide daily on-site interaction with our youth~ 140 LAW ENFORCEMENT 2100 LAW ENFORCEMENT Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Materials 38,043 35,429 43,500 43,000 Contract Services 5,983,597 6,360,645 7,105,093 7,702,455 COPS Grant 123,055 103,837 120,000 120,000 Total 6,144,695 6,499,911 7,268,593 7,865,455 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 6,144,695 6,499,911 7,268,593 7,865,455 Total 6,144,695 6,499,911 7,268,593 7,865,455 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.00 0.00 Total 0.00 0.00 0.00 141 Public Information 143 PUBLIC INFORMA TION Public Information (6.50) I I I I I Community Cupertino Government City Relations Scene Channel Website (1.85) (0.35) (3.30) (1.00) 144 PUBLIC INFORMATION Expenditures by Division 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted 3300 COMMUNITY RELATIONS 153,651 161,879 184,153 306,203 3400 CUPERTINO SCENE 99,827 106,459 104,736 122,563 3500 GOVERNMENT CHANNEL 324,167 356,885 460,466 495,254 3501 GOVERNMENT CHANNEL-SPCIAL PROJ 47,146 53,697 48,695 122,263 3502 PUBLIC ACCESS SUPPORT 49,603 51,500 51,500 54,000 3600 CITY WEBSITE 109,136 126,875 137,257 153,394 TOTAL 783,530 857,295 986,807 1,253,677 145 PUBLIC INFORMATION COMMUNITY RELATIONS PROGRAM OVERVIEW Functions of this department include informing citizens about programs and services provided by local government, responding to media inquiries and preparing all press information. The office acts as a resource for other city departments, staff and council members. The public information officer actively participates in regional discussions and workshops involving crisis communications, media relations and cable television regulation. Awards dinners, special events and ceremonial activities also are handled through this department. Examples include the annual Commissioners' Dinner, the CREST Awards (up to ten recipients per year), mayoral proclamations and the SWING program. Also included is the Chamber of Commerce membership. SERVICE OBJECTIVES Coordinate the City's 50th Anniversary event. Aid in the coordination of City programs designed to draw Cupertino neighborhoods together. Coordinate and disseminate useful and important information to all Cupertino residents through appropriate local, state and national communications channels. Coordinate and implement recommendations of city communications audit including customer service software. 146 COMMUNITY RELATIONS 3300 PUBLIC INFORMATION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 80,239 87,190 101,193 180,903 Materials 30,090 36,705 45,300 65,300 Contract Services 41,232 36,224 30,000 55,000 Cost Allocation 2,090 1,760 7,660 5,000 Total 153,651 161,879 184,153 306,203 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 153,651 161,879 184,153 306,203 Total 153,651 161,879 184,153 306,203 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.75 0.75 1.85 Total 0.75 0.75 1.85 147 PUBLIC INFORMATION CUPERTINO SCENE PROGRAM OVERVIEW The Cupertino Scene is published 11 months out of the year and is distributed to residents and businesses in Cupertino. The Cupertino Scene is the most read City publication and continues to be the most important source of community information for residents. The Scene provides information that is of general interest to the community and is presented in a straightforward manner that is non-political, non-religious and non-commercial. The postal rate has been increased slightly to offset a rise in bulk-rate permit costs. Each issue of the Cupertino Scene costs approximately 14 cents to mail. Many of the articles appearing in the Scene are regular, monthly features, such as Roots, Simply Safe, Community Calendar, Council Actions and Library News. Another portion of material in the Cupertino Scene includes articles dealing with ongoing citywide issues, including community outreach, environmental programs and city jobs. Other material appearing in the Scene is a mixture of one-time city events, community activities, government services and other city-related information. About 300,000 copies ofthe Scene are distributed annually. SERVICE OBJECTIVES Provide an electronic subscription option for the Scene. Continue regular production schedule of the Scene, presenting information in a timely, interesting and visually pleasing manner. Focus on information relevant to citizens of all cultural backgrounds. Continue to adhere to regulations imposed by Proposition 73 and other legislation that regulates public communications by the city. 148 CUPERTINO SCENE 3400 PUBLIC INFORMATION Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 41,311 39,091 39,536 42,363 Materials 58,516 67,368 65,200 80,200 Total 99,827 106,459 104,736 122,563 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 99,827 106,459 104,736 122,563 Total 99,827 106,459 104,736 122,563 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.40 0.40 0.35 Total 0.40 0.40 0.35 149 PUBLIC INFORMATION GOVERNMENT CHANNEL PROGRAM OVERVIEW The City Channel continues to offer a variety of news and information for and about the residents of Cupertino. As the first government channel to broadcast city council meetings in the county, the City Channel continues to set best-practice service standards including web casting of many city meetings. Demands for City Channel services continue to increase with frequent coverage of community meetings and study sessions. The fulltime web specialist position also works within the Public Information Department. The Web Specialist works closely with department heads, managers and members of the community to ensure that the City of Cupertino's website is both timely and relevant. Multimedia advancements have allowed this department to improve and expand many of its services. The City's new web casting service allows Cupertino residents who are not cable subscribers to see live council meetings, commission meetings and study sessions. Web casting has also allowed online video archives to be made available to the public on demand at no cost to the public. The department creates visual effects using animation and software graphics for city department presentations and productions. The City Channel also provides audio-video services that include tape duplication, viewing, editing, equipment recommendations and design meeting set-ups and multimedia presentations. In addition to special programs produced for and featured on the City Channel, other programs come from the following sources: PBS, the United Nations and The California Channel (CAL- SP AN). Those who are not cable subscribers may check out tapes from the Cupertino Library, including City Council meetings. In addition to publishing a monthly schedule, programs on the City Channel are featured on the city's website. Throughout each week, viewers may tune in to the City Channel to learn about city departments and services, special city programs, local points of interest, health and safety tips and upcoming community events. Staff members produce numerous promotions, public service announcements and video bulletin board announcements made specifically for Cupertino residents. These local announcements continue to increase annually and are presented in a timely manner, showcasing an active, involved community. SERVICE OBJECTIVES Maintain a timely and relevant web site in response to city needs. Continue improvements to city meetings, productions, promotions and website servIces by incorporating more multimedia technology. 150 GOVERNMENT CHANNEL 3500 PUBLIC INFORMATION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 232,826 252,073 315,401 338,557 Materials 31,927 31,441 34,000 34,000 Contract Services 74,435 101,186 113,000 110,500 Capital Outlay 10,258 8,922 10,000 10,000 Cost Allocation 71,470 68,460 88,260 178,460 Total 420,916 462,082 560,661 671,517 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 420,916 462,082 560,661 671,517 Total 420,916 462,082 560,661 671,517 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 2.25 3.40 )40 ~ .'50 Total 2.25 3.40 3.40 151 PUBLIC INFORMATION CITY WEB SITE PROGRAM OVERVIEW The Web Specialist position works within the Public Information Department. The Web Specialist works closely with department heads, managers and members of the community to ensure that the City's web site is both timely and relevant. SERVICE OBJECTIVES Ensure the clear, comprehensive and accurate presentation of the City's online presence on the Internet by designing, developing and maintaining the City's web site. Incorporate new web technology, features and functionalities into the site based on the needs of the community and current trends. Maintain all related documents for the usage and policies of the site. Implement and maintain the City's Intranet site. Continue work on the e-government initiatives. 152 CITY WEB SITE 3600 PUBLIC INFORMATION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 81,961 92,621 94,387 103,324 Materials 2,145 1,162 2,300 2,100 Contract Services 25,030 33,092 37,200 46,000 Cost Allocation 0 0 3,370 1,970 Total 109,136 126,875 137,257 153,394 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 109,136 126,875 137,257 153,394 Total 109,136 126,875 137,257 153,394 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Proposed Full-time 1.00 1.00 1.00 Total 1.00 1.00 1.00 153 Administrative Services 155 ADMINISTRA TIVE SERVICES Administrative Services (1.94) I I Finance Information Technology City Oetk Hmnan Resources Code Enfurcement (4.89) (4.00) (3.50) (3.00) (4.55) 156 ADMINISTRATIVE SERVICES Expenditures by Division 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted ADMINISTRATIVE SERVICES 4000 ADMINISTRATION 289,273 311 ,251 328,623 341,901 4010 COMMUNITY LEADERSHIP ACADEMY 0 0 21,500 12,500 4040 LIDRARY EXTRA HOURS 0 0 120,000 240,000 4050 NEIGHBORHOOD WATCH 0 25,578 33,750 37,750 289,273 336,829 503,873 632,151 FINANCE 4100 ACCOUNTING 607,721 647,638 737,920 677,131 4110 BUSINESS LICENSING 39,339 40,821 42,225 42,071 647,060 688,459 780,145 719,202 CITY CLERK 4300 CITY CLERK 458,365 461,700 508,887 453,547 4310 DUPLICATING AND MAIL SERVICE 162,894 142,187 211,183 208,244 4330 ELECTIONS 59,379 262,862 215,000 305,300 680,638 866,749 935,070 967,091 EMERGENCY PREPAREDNESS 4400 EMERGENCY PREPAREDNESS 144,175 85,958 87,240 92,700 144,175 85,958 87,240 92,700 HUMAN RESOURCES 4510 HUMAN RESOURCESILITIGATION 426,407 483,352 548,547 629,780 4512 RETIREE MEDICAL LIABILITY 536,000 1,076,932 650,000 682,500 4540 INSURANCE ADMINISTRATION 817,870 1,027,584 909,714 908,175 1,780,277 2,587,868 2,108,261 2,220,455 CODE ENFORCEMENT 4700 CODE ENFORCEMENT 501,522 572,377 642,673 760,061 501,522 572,377 642,673 760,061 157 Expenditures by Division 2004-05 2005-06 2006-07 2007 -08 INFORMATION TECHNOLOGY Actual Actual Adopted Adopted 4800 INFORMATION TECHNOLOGY 675,115 765,693 821,058 909,883 9800 EQUIPMENT ACQUISITION 189,136 116,000 300,000 302,000 864,251 881,693 1,121,058 1,211,883 TOTAL 4,907,196 6,019,933 6,178,320 6,603,543 158 ADMINISTRATIVE SERVICES ADMINISTRA nON PROGRAM OVERVIEW Provides overall department oversight for several divisions including City Clerk, Human Resources, Information Technology (IT), Finance, Emergency Preparedness, Community Leadership Academy and Neighborhood Watch. Staff support is also provided to the Audit Committee, Library Commission and Fine Arts Commission. In addition, the department oversees the contracts for Sheriff services, animal control, and funds the allocation for additional library hours. SERVICE OBJECTIVES Manage the City's investment portfolio to obtain safety of funds, liquidity and a rate of return equal to or exceeding the State investment fund. Provide short and long term fiscal planning including the implementation of the Fiscal Strategic Plan. Monitor revenue and expenditure trends and analysis of cash flow needs. Facilitate the Community Leadership Academy sessions. Enhance "neighborhood policing" through the expansion of the Neighborhood Watch Program, Neighborhood Captains Program and the E-cap Program. Perform special projects for the City Manager. 160 ADMINISTRATION 4000 ADMINISTRATIVE SERVICES Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 264,117 306,716 323,313 327,471 Materials 12,493 15,794 32,250 33,400 Contract Services 8,483 9,219 144,100 266,650 Cost Allocation 4,180 5,100 4,210 4,630 Total 289,273 336,829 503,873 632,151 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 289,273 336,829 503,873 632,151 Total 289,273 336,829 503,873 632,151 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 1.95 1.94 1.94 Total 1.95 1.94 1.94 161 ADMINISTRATIVE SERVICES ACCOUNTING AND BUSINESS LICENSING PROGRAM OVERVIEW The Finance Division oversees accounting and business licensing functions for the City. Accurate and timely maintenance of all City financial records, collection, disbursement of all funds, and payroll processing are handled by Accounting. All required Federal, State and other agency reports pertaining to the City's financial status are upheld. In addition, Accounting monitors budget-to-actual activities for both operational and capital budgets, analyzes financial alternatives, and conducts research and prepares reports on special fiscal matters for all internal and external customers. Collection of revenue and monitoring business activity for compliance with the City Municipal Code and applicable state law is handled through Business Licensing. SERVICE OBJECTIVES Maintain a high level of professionalism in all the City's financial practices and procedures and provide timely and accurate financial information for City departments to make sound fiscal decisions. Respond to inquiries from the public and City departments. Process invoices, deposits, vendor payments, purchase contracts and claims in a timely and accurate manner. Provide quality payroll service for the City's full and part-time employees, properly administering salaries and benefits in a timely and confidential manner. Provide businesses with information regarding compliance with the Business License Tax Code and provide useful sources of information related to business activity. Collect appropriate business license fees. Monitor business activity to identify non-compliance with the Municipal Tax Code and actively pursue non-compliant businesses. 162 ACCOUNTING/ BUSINESS LICENSING 4100 ADMINISTRATIVE SERVICES Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 389,441 454,269 469,790 486,187 Materials 15,337 16,060 22,225 20,275 Contract Services 76,882 62,100 99,500 122,850 Cost Allocation 165,400 156,030 188,630 89,890 Total 647,060 688,459 780,145 719,202 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 647,060 688,459 780,145 719,202 Total 647,060 688,459 780,145 719,202 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 4.90 4.89 4.89 Total 4.90 4.89 4.89 163 ADMINISTRATIVE SERVICES CITY CLERKlDUPLICA TING & MAIL/ELECTIONS PROGRAM OVERVIEW The City Clerk's office administers the legislative process including management of local elections and filings of Fair Political Practices Commission documents. The Division also provides repro graphic and mail service to all City departments. The Division's goals are to administer elections and Fair Political Practices Commission filings in compliance with State law, to ensure compliance with the Brown Act open meetings requirements, to accurately process documents, and to maintain a records management system that facilitates timely access to information. SERVICE OBJECTIVES Provide complete, accurate, and timely information to the public, staff, and City Council in the most cost effective way. Maintain compliance with State laws regarding elections, records, annexations, commISSIOn appointments, Brown Act public meeting requirements, legal notices, and Fair Political Practices Commission filings. Duplicate documents accurately and at a level of quality suitable for public distribution and gather out-going mail from each department daily and prepare it with appropriate postage for pick up by the post office. Facilitate timely filing of required and voluntary documentation from candidates and committees associated with election costs and candidate information, including Nomination Papers, Candidates' Statements, and Statements of Economic Interest, as well as candidate biographies and photographs. Manage the documentation and election processes that are contracted with the County Registrar's Office, and ensure compliance with the California Elections Code and the Fair Political Practices Act. 164 CITY CLERK! DUPLICATION & MAIL/ELECTIONS 4300 ADMINISTRATIVE SERVICES Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 371,429 366,594 417,680 330,911 Materials 78,586 65,653 122,250 135,900 Contract Services 158,563 364,685 323,500 415,000 Capital Outlay 0 7,577 0 0 Cost Allocation 72,060 62,240 71,640 85,280 Total 680,638 866,749 935,070 967,091 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 680,638 866,749 935,070 967,091 Total 680,638 866,749 935,070 967,091 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 4.50 4.50 3.50 Total 4.50 4.50 3.50 165 ADMINISTRATIVE SERVICES EMERGENCY PREPAREDNESS PROGRAM OVERVIEW The mission of the Office of Emergency Services (OES) is to ensure that the Cupertino community and City staff are reasonably protected/prepared from emergencies and/or disasters. The mission is accomplished through a comprehensive emergency preparedness, response, recovery and mitigation program. OES is staffed by a representative of the Santa Clara County Fire Department. SERVICE OBJECTIVES Maintain the City's Emergency Operations Center in a perpetual state of operational readiness. Support the Cupertino Amateur Radio Emergency Service (CARES) to ensure amateur radio capability in Cupertino. Systematically prepare, test and revise emergency response and recovery policies, plans and procedures in compliance with the California Emergency Services Act and the Standardized Emergency Management System (SEMS). Coordinate training of City staff in personal preparedness, SEMSINIMS, and EOC functions. Coordinate training of Cupertino residents in CPR, First Aid, Community Emergency Response Team (CERT), and Personal Emergency Preparedness workshops for adults and Kaleidoscope Public Safety Training for Jr. High and High School. Provide guidance to neighborhood preparedness organizations through assistance with formation, team training, and drills. Promote emergency preparedness by publishing a monthly column (Simply Safe) in the Cupertino Scene, maintaining an OES web site and providing public speaking support to community groups, schools, and service clubs. Maintain effective liaison with local, state and national emergency management organizations and/or allied disaster preparedness and response agencies. Ensure interagency/multi-agency coordination and communication for disaster planning and responses. Facilitate monthly school preparedness meetings to encourage planning and preparedness. Develop City volunteer disaster response capability through development of a Medical Reserve Corps and City CERT teams. 166 EMERGENCY PREPAREDNESS 4400 ADMINISTRATIVE SERVICES Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 0 13,645 27,500 30,000 Materials 125,358 52,290 27,700 29,900 Contract Services 11,609 15,923 27,000 27,000 Capital Outlay 1,728 0 0 0 Cost Allocation 5,480 4,100 5,040 5,800 Total 144,175 85,958 87,240 92,700 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 144,175 85,958 87,240 92,700 Total 144,175 85,958 87,240 92,700 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.00 0.00 Total 0.00 0.00 0.00 167 ADMINISTRATIVE SERVICES HUMAN RESOURCES/RETIREE MEDICAL! INSURANCE ADMINISTRA TION/RISK MANAGEMENT PROGRAM OVERVIEW The Human Resources Division is responsible for the administration of a full range of human resource, employee benefit and labor relations programs including personnel selection, classification, compensation, equal employment opportunity, labor negotiations, employee relations, employee development, benefits and retirement. In addition, Human Resources administers risk management and safety programs for general liability, property and a self- insured Workers' Compensation Program. Funding for retiree medical is also covered in the Human Resources budget. SERVICE OBJECTIVES Provide timely personnel services to departments and divisions in a fair, objective, and equitable manner. Enter into agreements with employee groups concerning terms and conditions of employment. Provide an employee development program addressing immediate and long-term training needs of the City. Provide departments a listing of qualified persons for employment consideration within 60 days of an authorized vacant position. Ensure for equal employment opportunity. Administer classification plan. Provide funding for retiree medical each year. Provide for a working environment where respect for the individual IS encouraged and safeguarded. Provide personnel services consistent with the operational needs of user department. Administer general liability and property insurance and associated claims. Satisfy statutory regulations regarding Workers' Compensation and employee safety. Promote a work environment that emphasizes safe work practices. 168 HUMAN RESOURCES/ INSURANCE ADMINISTRA TION/ RETIREE MEDICAL 4500 ADMINISTRATIVE SERVICES Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 916,551 1,487,909 989,660 1,159,395 Materials 18,242 31,506 58,000 56,500 Contract Services 822,914 1,047,683 1,032,191 985,900 Cost Allocation 22,570 20,770 28,410 18,660 Total 1,780,277 2,587,868 2,108,261 2,220,455 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Workers' Compensation 330,330 460632 289,540 276412 General 1,405,203 2,085,963 1,774,721 1,895,643 Long Term Disability 44,744 41,273 44,000 48,400 Total 1,780,277 2,587,868 2,108,261 2,220,455 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 3.00 3.00 3.00 Total 3.00 3.00 3.00 169 ADMINISTRATIVE SERVICES CODE ENFORCEMENT PROGRAM OVERVIEW The Code Enforcement program provides for the enforcement of field activities related to the Municipal Code. Code Enforcement staff also provide assistance to the Sheriffs Department by responding to non-emergency calls in lieu of sworn law enforcement personnel. The Code Enforcement activities include services related to parking enforcement, abandoned vehicles, and ascertaining compliance with Municipal Code provisions concerning health and sanitation, streets and sidewalks, noise, graffiti, and placement of signs on public property. Assistance is provided to other departments and agencies as related to code enforcement activities. This budget also includes funding for the animal control contract. The City of Cupertino contracts with the City of San Jose for field, medical, licensing, and sheltering services. SERVICE OBJECTIVES Respond to citizen, City department, and Sheriffs Department requests for services within 24 hours. Provide services with an emphasis on public relations. Enforce the Municipal Code in a fair, equitable, and objective manner. 170 CODE ENFORCEMENT 4700 ADMINISTRATIVE SERVICES Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 304,969 360,670 390,263 479,721 Materials 7,981 11 ,797 14,700 16,200 Contract Services 168,251 165,610 204,040 211,500 Cost Allocation 20,320 34,300 33,670 52,640 Total 501,521 572,377 642,673 760,061 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 501,521 572,377 642,673 760,061 Total 501,521 572,377 642,673 760,061 Personnel Summary 2005-06 2006-07 2007-08 Actual Adopted Adopted Full-time 3.00 3.30 4.55 Total 3.00 3.30 4.55 171 ADMINISTRATIVE SERVICES INFORMA nON TECHNOLOGY PROGRAM OVERVIEW This activity provides for all technology related expenses for the citywide management of information services. The Information Technology Manager and staff are responsible for implementing the City's Technology Master Plan and assists in training staff and troubleshooting the City's information systems. These sytems include: the Pentamation financial/building systems, Records Management system, CLASS Reservation System, Graphical Information System (GIS) data, Code Enforcement databases and the specific departmental MS SQL databases. SERVICE OBJECTIVES Establish standards and procedures for the replacement and maintenance of all personal computers, printers, peripherals and systems defined in the Technology Master Plan. Maintain and service the City's wide area network between eight separate locations. Oversee the implementation of the following key information systems in fiscal year 2006/07: Code Enforcement upgrades, Pentamation databases upgrade, phase three of E-Services, GIS internet mapguide application and records management upgrade. Infrastructure U p2rades Amount Replacement Equipment Amount Hardware/Software E-Services $150,000 Hardware/Software 100,000 $250,000 Total $152,000 Total $152,000 172 INFORMATION TECHNOLOGY 4800 ADMINISTRATIVE SERVICES Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 305,787 373,827 433,558 456,783 Materials 57,019 57,491 58,500 95,000 Contract Services 182,737 202,650 195,000 220,000 Capital Outlay 189,136 116,000 300,000 302,000 Cost Allocation 129,572 131,725 134,000 138,100 Total 864,251 881,693 1,121,058 1,211,883 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Information Technology 864,251 881,693 1,121,058 1,211,883 Total 864,251 881,693 1,121,058 1,211,883 Personnel Summary 2005-06 2006-07 2007-08 Actual Adopted Adopted Full-time 3.00 4.00 4.00 Total 3.00 4.00 4.00 173 Parks and Recreation 175 PARKS AND RECREATION Parks and Recreation (2.89) Sports Center/ Facilities/ Blackberry Golf Community Events (5.00) (8.60) Senior Center Blackberry Farm (7.39) (0.00) Youth Programs - (4.88) 176 PARKS AND RECREATION Expenditures by Division 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted PARKS AND RECREATION 6100 ADMINISTRATION 236,005 264,751 284,038 461,074 236,005 264,751 284,038 461,074 FACILITIES/PARKS/BLACKBERRY FARM! COMMUNITY EVENTS 6200 QUINLAN C.C., CULTURAL/SUPRVSN 444,260 469,049 460,159 502,122 6220 BLACKBERRY FARM PARK 734,804 670,293 610,450 218,011 6230 COMMUNITY HALL 3,537 5,130 27,024 30,110 6248 CULTURAL PROGRAMS 78,720 77,632 168,250 192,727 6265 QUINLAN COMMUNITY CENTER 581,537 644,032 671,684 393,858 1,842,858 1,866,136 1,937,567 1,336,828 YOUTH & TEEN PROGRAMS/ MC CLELLAN RANCH PARK 6300 YOUTH, TEEN, M.V. REC. CNTRlSUPVR 210,273 221,738 277,701 298,484 6342 YOUTH PROGRAMS 33,225 34,607 39,555 42,225 6343 TEEN PROGRAMS 9,538 8,303 12,500 7,610 6344 TEEN CENTER 55,081 50,547 71,123 63,120 6347 NATURE PROGRAMS 81,205 86,675 103,109 101,176 6349 RECREATION PROGRAMS 599,762 635,335 707,174 1,116,001 989,084 1,037,205 1,211,162 1,628,616 SPORTS & FITNESS/BLACKBERRY FARM GOLF COURSE/MONT A VISTA REC/ CREEKSIDE PARK BUILDING 6400 PHYSICAL RECREATION/SUPERVISION 217,143 231,745 237,276 256,063 6440 BLACKBERRY FARM GOLF 443,196 458,859 458,068 566,993 6445 CREEKSIDE PARK PROGRAMS 6,175 6,018 8,500 8,500 6449 RECREATION PROGRAMS 753,038 732,074 910,290 905,222 6450 CUPERTINO SPORTS CENTER 1,208,490 1,205,173 1,256,408 1,440,819 6460 MONTA VISTA RECREATION CENTER 5,731 4,714 13,200 12,550 2,633,773 2,638,583 2,883,742 3,190,147 177 Expenditures by Division 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted SENIOR CENTER PROGRAMS/STEVENS CREEK TRAIL/BLUE PHEASANT 6500 SENIOR ADULT PROGRAMS 464,106 509,893 528,422 532,427 6529 SENIOR CENTER CASE MANAGER 31,464 49,948 52,220 70,076 6549 RECREATION PROGRAMS 438,440 588,819 568,314 670,553 6660 BLUE PHEASANT RESTAURANT 11,334 7,505 13,500 13,500 945,344 1,156,165 1,162,456 1,286,556 BLACKBERRYFARMI NATURE PROGRAMS 6600 BLACKBERRY FARM ADMINISTRATION 132,122 143,352 131,731 0 6680 BLACKBERRY FARM RETREAT CENTER 17,006 22,845 28,574 0 149,128 166,197 160,305 0 TOTAL 6,796,192 7,129,037 7,639,270 7,903,221 178 PARKS AND RECREATION ADMINISTRA nON PROGRAM OVERVIEW Provides overall department administration, as well as project management, community outreach and support to the Parks and Recreation Commission. SERVICE OBJECTIVES Provide overall department administration, budget control, and employee development and evaluation. Apply for and administer grants in support of facility improvements and program development. Construct improvements to the 4-H Ranch and Black Smith Shop at McClellan Ranch with a contract project manager and the San Jose Conservation Corp. Work with Santa Clara County Department of Roads and Airports on a strategy for using/acquiring county-owned property along Lawrence Expressway as a creekside park. Work with the Cupertino Historical Society (CHS) on planning for the Stocklmeir property; should the history grant request be funded, work with CHS to improve the orchard and plan for historic interpretation. On-going improvement projects include: Sports Center (pool area), Quinlan patio (fountain area), tennis court lighting. Work with the Rancho neighborhood on park design for the water company parcels at Sterling/Barnhart. 180 ADMINISTRA TION 6100 PARKS AND RECREATION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 227,628 257,398 267,808 437,614 Materials 4,231 3,865 8,300 14,600 Contract Services 656 378 3,500 500 Cost Allocation 3,490 3,110 4,430 8,360 Total 236,005 264,751 284,038 461,074 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 236,005 264,751 284,038 461,074 Total 236,005 264,751 284,038 461,074 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 1.90 1.89 2.89 Total 1.90 1.89 2.89 i81 PARKS AND RECREATION F ACILITIES/P ARKS/BLACKBERRY FARM! COMMUNITY EVENTS PROGRAM OVERVIEW Provides the supervision and management of the Quinlan Community Center, Community Hall, and Conference Room 11 for private events, community group events, and recreation department activities and classes, and reservable picnic sites. Provides supervision and management of the Blackberry Farm Picnic area during the Stevens Creek Restoration Project. This division is also responsible for the City's special events (Summer Concert Series, Cinema at Sundown, Shakespeare, and the 4th of July. For the 2007-08 fiscal year, this division will generate approximately $103,000 from facility rentals and picnic reservations. SERVICE OBJECTIVES Complete staff training on the Quinlan Center Mass Shelter Binder and set up meetings with full time Parks and Recreation staff to review information. Work with Public Works to replace the kitchen cabinets in the small kitchen, replace the carpet in the Cupertino Room, remodel the front counter of the front office of the Quinlan Community Center, and design of new facilities for Blackberry Farm. Manage the Quinlan Community Center, Community Hall, reservable picnic areas, Blackberry Farm picnic areas and pool. Conduct and supervise the Summer Concert Series, Cinema at Sundown, 4th of July, and community tree lighting activities. Work with San Francisco Shakespeare Festival to bring free Shakespeare in the Park to Cupertino. Work with community groups and supervise all festivals that take place at Quinlan Center, Memorial Park, and Community Hall. Determine budget and staffing needs for the re-opening of Blackberry Farm and the retreat center in 2009. Work with CLASS computer systems to develop a facility and picnic booking system for Blackberry Farm. 182 F ACILITIES/P ARKS/BLACKBERRY FARM COMMUNITY EVENTS 6200 PARKS AND RECREATION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 994,799 984,758 979,593 796,218 Materials 2~7 ,545 251,854 248,245 203,640 Contract Services 386,699 455,427 508,229 213,200 Capital Outlay 36,822 78,157 50,000 0 Cost Allocation 166,993 95,940 151,500 123,770 Total 1,842,858 1,866,136 1,937,567 1,336,828 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 781,541 846,133 953,869 1,336,828 Recreation 326,513 349,710 373,248 0 Blackberry Farm 734,804 670,293 610,450 0 Total 1,842,858 1,866,136 1,937,567 1,336,828 Personnel Summary 2005-06 2006-07 2007-08 Actual Adopted Adopted Full-time 7.00 7.55 8.60 Total 7.00 7.55 8.60 183 PARKS AND RECREATION YOUTH & TEEN PROGRAMS/MC CLELLAN RANCH PARK PROGRAM OVERVIEW Provides for the operation and coordination of youth and teen programs throughout the city, through the implementation of classes, camps, special events, and excursions. McClellan Ranch Park continues to offer environmental education classes to school groups, after school nature classes and is the location for the Organic Gardening Program and Rolling Hills 4-H. The Division, in cooperation with the Cupertino Union School District, will oversee the After School Enrichment Program at school sites and will continue to expand program offerings. In addition, the Division will expand its level of service to teens by providing new and expanded programs with the ongoing operation of the Teen Center and through the efforts of the Teen Commission. The Youth/Teen Division will generate approximately $1,077,100 in user fees for the 2007-08 fiscal year. SERVICE OBJECTIVES Continue to provide a nine-month Preschool program at the Monta Vista Recreation Center and the Quinlan Community Center. Research a curriculum structure that correlates with the curriculum currently used in the Cupertino Union School District and implement that curriculum in the Super Tots program. Coordinate the following special events: the annual Volunteer/Staff Summer Recognition event, Almost Anything Goes, Country Fair, Bunny Brunch, and Breakfast with Santa. Continue to increase the enrollment and revenue for the Afterschool Enrichment program through new marketing techniques. Continue to improve the cooperative working relationship with the school district and offer new classes by hiring new contractors. Investigate more ways to market Ceramic Center at Wilson Park and increase enrollment in Ceramics classes and Ceramic birthday parties. Continue to provide the Leader In Training program in and effort to enhance teens' job skills for future employment opportunities. Investigate new ways to promote the Teen Center through additional events and programs at the site. Outreach at the schools to promote the teen program. Update McClellan Ranch Trail Guide to reflect changes in the corridor and develop informational signage at the park to provide park visitors with an understanding and appreciation of the park features. Continue to offer school group tours, fee-based nature classes and reinstitute the drop-in Saturday programs. Evaluate divisional programs and make changes and improvements as needed to maintain adequate levels of revenue while maintaining service to the community. 184 YOUTH AND TEEN PROGRAMS MC CLELLAN RANCH PARK 6300 PARKS AND RECREATION Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 671,990 687,005 768,259 816,576 Materials 90,829 105,736 110,913 165,560 Contract Services 214,002 236,520 323,650 637,000 Capital Outlay 2,998 0 0 0 Cost Allocation 9,265 7,944 8,340 9,480 Total 989,084 1,037,205 1,211,162 1,628,616 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 379,199 389,793 487,328 512,615 Recreation 609,885 647,412 723,834 1,116,001 Total 989,084 1,037,205 1,211,162 1,628,616 Personnel Summary 2005-06 2006-07 2007-08 Actual Adopted Adopted Full-time 3.35 3.35 4.88 Total 3.35 3.35 4.88 185 PARKS AND RECREATION SPORTS AND FITNESS PROGRAM OVERVIEW Provides for the supervision and operation of the Cupertino Sports Center and Blackberry Farm Golf Course as enterprise facilities. In addition, provides for supervision and operation of the Monta Vista Recreation Center and Creekside Park building. The Sports and Fitness Division includes a diverse physical recreation program for all ages including sports leagues, camps, clinics, drop-in activities, and special events. Aquatic lessons, golf, and specialty classes are offered seasonally. This division will generate approximately $3,126,069 in user fees. The cost recovery estimate is approximately 99%. SERVICE OBJECTIVES Manage the Cupertino Sports Center, Blackberry Farm Golf Course, Monta Vista Recreation Center, Creekside Park Building and eight school sites and various City fields. Work with Public Works staff to develop a design for enhanced tennis court lighting, alternate use for the pool area at the Sports Center, and renovation ofthe Memorial Park softball field. Investigate the possibility of offering online program evaluations and reservation system for our Sports Center customers. Develop a list of facility improvements needed at Blackberry Farm Golf Course. Operate one high school pool during the summer to facilitate the aquatics program. Conduct and supervise the Big Bunny Fun Run. Facilitate the adult softball program, accommodating 1,000 participants. Continue the successful operation of ongoing programs. Implement online tee time reservation system at the Blackberry Farm Golf Course. Purchase an ADA compliant golf cart and call box for medical emergencies on the golf course. 186 SPORTS & FITNESS/BLACKBERRY FARM GOLF COURSE/MONTA VISTA REC CENTER CREEKSIDE PARK BUILDING 6400 PARKS AND RECREATION Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 661,761 653,137 771,378 794,711 Materials 120,774 116,731 157,950 200,916 Contract Services 1,814,544 1,838,316 1,913,434 2,149,800 Capital Outlay 6,325 0 17,000 15,000 Cost Allocation 30,369 30,399 23,980 29,720 Total 2,633,773 2,638,583 2,883,742 3,190,147 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 229,049 242,477 258,976 277,113 Recreation 753,038 732,074 910,290 905,222 Sports Center 1,208,490 1,205,173 1,256,408 1,440,819 Blackberry Farm 443,196 458,859 458,068 566,993 Total 2,633,773 2,638,583 2,883,742 3,190,147 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 5.50 5.50 5.00 Total 5.50 5.50 5.00 187 PARKS AND RECREATION SENIOR PROGRAMS/STEVENS CREEK TRAIL/BLUE PHEASANT PROGRAM OVERVIEW Provide a welcoming and friendly Senior Center for everyone 50 years and older by striving to enhance a healthy lifestyle through quality education, recreation, travel, socials and volunteer opportunities. Through the case management program, homebound and/or at risk seniors are served. Cupertino residents use the facility for room rentals on weekends when the Senior Center is not being used for classes and programs. The Senior Center program will generate user fees of approximately $500,000 from trips, memberships, classes, rentals and social events. Council on Aging of Santa Clara County provides an annual grant of $20,000 from the Older Americans Act to fund the case management program. Senior Center members support programs and services give over 12,000 hours of volunteer service annually. Stevens Creek Trail is intended as a fully accessible trail that is compatible to its natural setting and will accommodate a variety of trail uses. The trail begins at McClellan Road, continues through McClellan Ranch Park, Blackberry Farm, Stocklmeir property, and finishes at Stevens Creek Boulevard. The Blue Pheasant property is a 6,800 square foot building that provides revenue from leasing this restaurant site. SERVICE OBJECTIVES Implement division reorganization and transfer all Senior Center activities to the General Fund. Investigate ways to market evening classes to seniors who are not Senior Center members. Create a new layout for the Adult 50+ pages in the Recreation Schedule using good print design features from The 50+ Market brochure. Investigate and implement new staff support plan for Case Management using volunteers, interns and paid temporary part-time staff. Initiate plans to upgrade the Apple computers in the Senior Center technology lab to operating system 10. Prepare grant submittals for Reach C of Stevens Creek Trail. Initiate Stocklmeir Orchard study, rehabilitation and management project. Work with the Cupertino Historical Society on planning for the Stocklmeir property. 188 SENIOR CENTER PROGRAMS STEVENS CREEK TRAIL/BLUE PHEASANT 6500 PARKS AND RECREATION Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 488,667 629,672 652,426 690,576 Materials 394,286 462,338 431,950 531,100 Contract Services 12,238 16,802 22,000 29,000 Cost Allocation 50,153 47,353 56,080 35,880 Total 945,344 1,156,165 1,162,456 1,286,556 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 495,570 559,841 580,642 1,286,556 Senior Center 438,440 588,819 568,314 0 Blackberry Blue Pheasant 11,334 7,505 13,500 0 Total 945,344 1,156,165 1,162,456 1,286,556 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 7.50 7.69 7.39 Total 7.50 7.69 7.39 189 PARKS AND RECREATION BLACKBERRY FARM PROGRAM OVERVIEW This 33-acre recreational facility is currently closed. The City is working on the Stevens Creek Restoration Project which affects the grounds of Blackberry Farm. Highlights of the completed project include: a new Blackberry Farm community park. park/picnic upgrades, remodeled pool and catering station, and a fully accessible trail between Blackberry Farm and McClellan Ranch. The project is expected to be completed in the spring of 2009. The nine-hole golf course remains open during the restoration project. Funding for prior fiscal years reflects the history of the Retreat Center and Administration. 190 BLACKBERRY FARM NATURE PROGRAM 6600 PARKS AND RECREATION Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 140,274 150,937 141,655 0 Materials 4,014 7,740 13,950 0 Contract Services 0 240 500 0 Capital Outlay 0 0 0 0 Cost Allocation 4,840 7,280 4,200 0 Total 149,128 166,197 160,305 0 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Blackberry Farm 149,128 166,197 160,305 0 Total 149,128 166,197 160,305 0 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 6.88 5.98 0.00 Total 6.88 5.98 0.00 191 Community Development 193 COMMUNITY DEVELOPMENT Community Development (1.39) I I I I Housing Services Building Planning (0.79) (11.80) (8.28) 194 COMMUNITY DEVELOPMENT Expenditures by Division 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted PLANNING 7200 PLANNING ADMINISTRATION 206,193 209,148 285,124 211,184 206,193 209,148 285,124 211,184 CURRENT PLANNING 7301 CURRENT PLANNING 558,078 692,041 757,254 898,813 7302 MID AND LONG RANGE PLANNING 230,906 259,778 272,586 415,936 7304 V ALLCO REDEVELOPMENT 55,554 67,114 217,438 219,135 7305 ANNEXATIONS 0 0 12,000 10,000 7306 ECONOMIC DEVELOPMENT 3,432 5,628 105,058 130,381 7307 NORTH V ALLCO STUDY 0 0 100,000 0 847,970 1,024,561 1,464,336 1,674,265 HOUSING SERVICES 7401 CDBG GENERAL ADMINISTRATION 85,386 88,458 83,127 77,170 7402 REHAB LOAN ADMINISTRATION 61,857 411,636 500 500 7403 AFFORDABLE HOUSING 45,000 592,967 285,392 243,404 7404 PUBLIC SERVICE GRANTS 71,848 70,564 62,116 66,024 7405 BMR HOUSING 290,046 191,379 231,315 128,638 7406 HUMAN SERVICE GRANTS 39,582 39,790 42,000 40,092 593,719 1,394,794 704,450 555,828 BUILDING 7501 GENERAL BUILDING 351,590 483,573 661,986 688,646 7502 CONSTRUCTION PLAN CHECKING 853,430 1,502,761 717,873 725,631 7503 BUILDING CODE ENFORCEMENT 433,038 434,972 654,708 668,189 7504 BUILDING ABATEMENTS 291 17,425 25,000 25,000 1,638,349 2,438,731 2,059,567 2,107,466 TOTAL 3,286,231 5,067,234 4,513,477 4,548,743 195 COMMUNITY DEVELOPMENT ADMINISTRATION PROGRAM OVERVIEW Efficiently manage the daily operations of the Community Development Department. SERVICE OBJECTIVES Development of systems to implement General Plan program policies and test their effectiveness. Ensure that the General Plan and Economic Development plan are coordinated. Conduct an effective Building Plan Check, Inspection Program, and Housing Code Enforcement Program to ensure that buildings are constructed based upon approved codes and that they are safe and well maintained. Continue to utilize specialized training programs to develop a highly motivated and technically competent staff. Planners are encouraged to attend at least one UC extension course or equivalent course regarding professional planning topics. The building inspectors will continue to participate in the certificate program offered by the International Conference of Building Officials. Continue to streamline the internal application processing system and public review process. Continue efforts to create a more effective records management system and land use data system using GIS. 196 ADMINISTRATION 7200 COMMUNITY DEVELOPMENT Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 189,309 191,408 174,414 184,074 Materials 4,578 4,997 10,200 9,700 Contract Services 1,066 3,093 91,000 11,000 Cost Allocation 11 ,240 9,650 9,510 6,410 Total 206,193 209,148 285,124 211,184 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 206,193 209,148 285,124 211 , 184 Total 206,193 209,148 285,124 211,184 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 1.49 1.39 1.39 Total 1.49 1.39 1.39 197 COMMUNITY DEVELOPMENT PLANNING PROGRAM OVERVIEW Provide efficient and responsive professional planning services to the community and implement city development policies, programs, and regulations. The Mid and Long Range program examines the General Plan to ensure that it reflects community values, prepares new and updated ordinances, prepares and interprets development policy and works with several special purpose agencies to address issues of regional concern such as transportation and air quality. The Current Planning program provides technical processing of applications for land development, including environmental assessment, architectural and landscaping review, and commercial sign requests. The Economic Development Committee is also covered in this division. The committee is responsible for the identification and implementation of programs specifically targeted to business retention, expansion and attraction. A detailed workplan is adopted each year to ensure high priority of this program. SERVICE OBJECTIVES Provide timely and complete technical processing of approximately 100 applications for discretionary land use entitlements and 50 code enforcement actions. Check approximately 400 building permit plan sets for compliance with zoning requirements within the time limits set by Planning Division policy. Implement Housing programs: housing development; BMR & MCC programs, particularly for public employees, teachers; housing advocacy program. Maintain a parcel database, a project database, develop a Geographic Information System and provide planning resources on Cupertino's web page. Enhance the business environment and economic climate while maintaining a healthy balance with residential concerns. Improve pubic awareness and promote education of community interdependence. Enhance and promote a strong local economy to provide municipal services that business and residents desire and need to maintain the community's quality of life. 198 PLANNING 7300 COMMUNITY DEVELOPMENT Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 719,607 856,517 1,079,536 1,216,425 Materials 36,606 76,513 60,800 54,800 Contract Services 68,457 62,831 293,000 354,000 Cost Allocation 23,300 28,700 31,000 49,040 Total 847,970 1,024,561 1,464,336 1,674,265 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 792,416 957,447 1,246,898 1,455,130 Redevelopment Agency 55,554 67,114 217,438 219,135 Total 847,970 1,024,561 1,464,336 1,674,265 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 7.04 7.76 8.28 Total 7.04 7.76 8.28 199 COMMUNITY DEVELOPMENT HOUSING SERVICES PROGRAM OVERVIEW The Housing Services Division manages the City's housing programs and related services for residents of very low to moderate income. The Division's primary goals are (1) to encourage a balanced community by improving the local availability of affordable housing opportunities and (2) to maintain the existing housing stock by correcting housing deficiencies and building code violations in existing homes. The Division provides loans and grants for the development of affordable housing units, the provision of housing related services, and the rehabilitation of single-family homes. The Division also conducts research and recommends innovative approaches to the financing and development of affordable housing options. SERVICE OBJECTIVES Submit approved Consolidated Plan to the federal department of Housing and Urban Development (HUD). This year, the federal government decreased city allocations for Community Development Block Grants (CDBG). Coordinate the Request for Proposals for CDBG funds and the Affordable Housing Fund by April 2008. Present CDBG proposals to the Housing Commission for their recommendation. Conduct public hearing in November 2007 for setting CDBG funding priorities and a second hearing in April 2008 for final award of CDBG funds. Develop and monitor contracts with all CDBG sub-recipients on a quarterly basis. Present funding applications and coordinate meetings as needed of the Cupertino Housing Commission. Quarterly monitor housing program accounts and affordable housing loan payments and rent payments to the Affordable Housing Fund. Meet with local developers and other property owners to encourage the development of 30 affordable housing units. Monitor existing Housing Rehabilitation Program loan collections, payoffs, foreclosures and program income for $100,000 loan portfolio. Provide Mortgage Credit Certificate funding in the amount of $ 100,000 (4 MCC's). Work with school district to develop teacher housing assistance program. 200 HOUSING SERVICES 7400 COMMUNITY DEVELOPMENT Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 120,631 104,071 96,284 97,485 Materials 345,702 1,158,920 434,866 387,751 Contract Services 127,386 131,803 173,300 70,592 Total 593,719 1,394,794 704,450 555,828 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 172,105 39,790 42,000 40,092 Housing 421,614 1,355,004 662,450 515,736 Total 593,719 1,394,794 704,450 555,828 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.90 0.81 0.79 Total 0.90 0.81 0.79 201 COMMUNITY DEVELOPMENT BUILDING PROGRAM OVERVIEW Safeguard the health, safety and welfare of residents, workers and visitors to Cupertino by effective administration and enforcement of adopted codes and ordinances, which regulate the design, construction, use, occupancy, location and maintenance of all buildings and structures. SERVICE OBJECTIVES Provide a friendly, efficient department that assists customers in meeting their deadlines and objectives. Increase the knowledge of staff through in-house training, meetings, and seminars. Provide useful and informative data on the City's web site. 202 BUILDING 7500 COMMUNITY DEVELOPMENT Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 737,987 870,335 1,367,997 1,357,256 Materials 20,350 20,693 36,700 38,050 Contract Services 823,562 1,501,522 597,800 597,800 Cost Allocation 56,450 46,181 57,070 114,360 Total 1,638,349 2,438,731 2,059,567 2,107,466 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 1,638,349 2,438,731 2,059,567 2,107,466 Total 1,638,349 2,438,731 2,059,567 2,107,466 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 11.40 11.90 11.80 Total 11.40 11.90 11.80 203 Public Works 205 PUBLIC WORKS Public Works (3.23) I I I I Transportation Service Center Environmental Engineering (4.75) (2.20) Programs (3.02) (5.68) I I I I I Facility Ground Street General Maintenance Maintenance Maintenance Services (7.50) (18.15) (22.20) (4.40) 206 PUBLIC WORKS Expenditures by Division 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted ADMINISTRATION 8001 PUBLIC WORKS ADMINISTRATION 426,180 492,995 487,546 510,286 8005 ENVIRONMENTAL MANAGEMENT 145,434 143,661 139,855 144,057 571,614 636,656 627,401 654,343 ENVIRONMENTAL PROGRAMS 8003 RESOURCE RECOVERY 2,927,059 2,101,198 2,730,395 2,707,652 8004 NON POINT SOURCE 332,856 379,048 390,351 410,749 3,259,915 2,480,246 3,120,746 3,118,401 ENGINEERING SERVICES 8101 ENGINEERING DESIGN 599,604 637,984 735,963 826,313 8102 INSPECTION SERVICE 118,591 127,066 129,942 133,964 718,195 765,050 865,905 960,277 SERVICE CENTER 8201 ADMINISTRATION 826,999 853,997 857,087 854,778 826,999 853,997 857,087 854,778 GROUNDS 8302 MCCLELLAN RANCH PARK 38,393 39,481 43,610 44,551 8303 MEMORIAL PARK 474,625 527,563 558,483 518,506 8304 CITY CENTER PARK 25,776 -112 0 0 8312 SCHOOL SITE MAINTENANCE 431,352 469,349 543,543 654,619 8314 NEIGHBORHOOD PARKS 653,858 840,081 941,989 924,621 8315 SPORTS FIELD JOLLYMAN/CREEKSIDE 320,445 405,880 472,184 386,601 8321 CIVIC CENTER MAINTENANCE 111 ,688 125,577 164,694 143,149 2,056,137 2,407,819 2,724,503 2,672,047 207 STREETS 8402 STREET CLEANING 8403 SIDEWALK CURB AND GUTTER 8404 STREET PAVEMENT MAINTENANCE 8405 STREET SIGNS MARKINGS 8406 GRAFFITI REMOVAL 8407 OVERPASSES AND MEDIANS 8408 STREET TREE MAINTENANCE 8409 ELMWOOD PROGRAM FACILITIES 8501 BUILDING MAINTENANCE CITY HALL 8502 LIBRARY 8503 SERVICE CENTER 8504 QUINLAN COMMUNITY CENTER 8505 SENIOR CENTER 8506 MC CLELLAN RANCH 8507 MONT A VISTA 8508 WILSON 8509 PORTAL 8510 CUPERTINO SPORTS CENTER 8511 CREEKSIDE PARK 8512 COMMUNITY HALL MAINTENANCE 8513 TEEN CENTER BLDG MAINTENANCE TRANSPORTATION 8601 TRAFFIC ENGINEERING 8602 TRAFFIC SIGNAL AND MAINTENANCE 8603 TRAFFIC SAFETY STUDY Expenditures by Division 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted 84,171 73,290 59,114 81,181 498,102 275,888 159,476 157,459 263,941 233,640 262,170 197,557 405,614 389,416 412,568 387,341 38,551 49,768 54,138 55,293 573,897 603,898 763,220 679,436 448,725 524,004 564,065 820,579 215,099 248,124 291,383 302,755 2,528,100 2,398,028 2,566,134 2,681,601 398,517 386,077 514,987 575,040 215,926 212,972 206,378 236,943 223,773 262,086 298,839 268,886 311,665 318,662 366,215 334,267 150,335 133,333 162,717 170,008 41,580 47,632 59,029 64,690 91,258 90,475 97,405 122,196 16,050 24,800 25,156 37,672 25,802 23,666 30,302 49,830 205,917 186,396 202,098 215,922 60,150 48,473 57,385 62,912 38,261 121,580 154,268 126,945 23,806 22,915 27,126 27,357 1,803,040 1,879,067 2,201,905 2,292,668 248,443 274,704 453,665 489,713 317,544 379,544 412,710 455,269 0 0 0 300,000 565,987 654,248 866,375 1,244,982 208 Expenditures by Division 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted GENERAL SERVICES 8830 STREET LIGHTING 379,842 429,368 436,392 485,826 8840 EQUIPMENT MAINTENANCE 830,321 859,440 841,509 899,474 1,210,163 1,288,808 1,277 ,901 1,385,300 FIXED ASSETS ACQUISITION 9820 FIXED ASSETS ACQUISITION 140,324 27,626 298,000 349,000 140,324 27,626 298,000 349,000 TOTAL 13,680,474 13,391,545 13,382,290 16,213,397 209 PUBLIC WORKS ADMINISTRATION PROGRAM OVERVIEW Administers the different divisions within the Public Works Department -- Engineering, Environmental Programs, Transportation, Facilities, General Services, Grounds, and Streets. SERVICE OBJECTIVES Carry out the responsibilities of the Public Works Department III the most efficient and productive manner by continuously assessing current programs. Provide response within 24 hours to the community on complaints and request for services. Represent the City on county and regional issues such as congestion management. 210 ADMINISTRA TION 8000 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 429,057 498,315 474,961 497,823 Materials 55,319 51,838 58,100 63,100 Contract Services 70,098 72,552 81,500 80,500 Cost Allocation 17,140 13,950 12,840 12,920 Total 571,614 636,655 627,401 654,343 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 571,614 636,655 627,401 654,343 Total 571,614 636,655 627,401 654,343 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 3.25 3.23 3.23 Total 3.25 3.23 3.23 211 PUBLIC WORKS ENVIRONMENTAL PROGRAMS PROGRAM OVERVIEW The Environmental Programs Division manages the Solid Waste Enterprise Fund, Urban Runoff Program Fund and the Environmental Management activity. The Division provides contract management, program development and implementation and public education and information as they relate to solid waste, recycling, household hazardous waste, and urban runoff pollution prevention. SERVICE OBJECTIVES Comply with State AB939 requirements to divert 50% solid waste to the landfill by the year 2000, and maintain 50% diversion by implementing source reduction, recycling and composting programs. Provide contract oversight for solid waste and recyc1ables collection and hauling, yard waste processing, compost hauling, solid waste disposal and household hazardous waste collection. Comply with Regional Water Quality Control Board permit requirements with regard to urban runoff pollution prevention. Coordinate urban runoff pollution prevention activities (street sweeping, catch basin cleaning, new development and construction best management practices) with other departments and divisions (e.g. Planning, Building, Engineering, Public Works Service Center). Represent the City on county and regional issues such as solid waste, urban runoff pollution prevention and household hazardous waste. Provide public education and information to the residents, businesses and schools regarding environmental programs. 212 ENVIRONMENT AL PROGRAMS 8003-8004 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 209,151 290,720 328,916 349,251 Materials 7,595 58,945 26,800 26,800 Contract Services 3,043,170 2,110,370 2,739,000 2,691,500 Capital Outlay 0 0 0 50,000 Cost Allocation 0 20,211 26,030 850 Total 3,259,916 2,480,246 3,120,746 3,118,401 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Resource Recovery 2,927,059 2101198 2730395 2707652 Non Point Source 332,857 379,048 390,351 410,749 Total 3,259,916 2,480,246 3,120,746 3,118,401 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Proposed Full-time 3.02 3.02 3.02 Total 3.02 3.02 3.02 213 PUBLIC WORKS ENGINEERING SERVICES PROGRAM OVERVIEW The Engineering Division provides design and construction administration for all capital improvement programs including streets, buildings, parks, utilities, and pavement maintenance. The Division reviews plans for all private developments including residential, commercial and industrial to ensure conformance with City standards. Inspection services ensure compliance with city standards on all public and private projects. SERVICE OBJECTIVES Respond to public inquiries or complaints in a timely manner. Ensure that all public improvements are constructed in accordance with City standards. Place safety of the general public, City employees and workers as the highest priority on construction sites. Minimization of injury accidents and prevention of fatalities is safety goal. Maintain infrastructure at the least possible cost by selecting the program to yield the best benefit/cost ratio. Continue to expand GIS system. 214 ENGINEERING SERVICES 8100 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 617,067 684,753 683,005 695,037 Materials 12,736 18,958 21,000 21,000 Contract Services 51,582 29,509 108,400 208,400 Capital Outlay 0 0 18,000 0 Cost Allocation 36,810 31,830 35,500 35,840 Total 718,195 765,050 865,905 960,277 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 718,195 765,050 865,905 960,277 Total 718,195 765,050 865,905 960,277 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 5.75 5.68 5.68 Total 5.75 5.68 5.68 215 PUBLIC WORKS SERVICE CENTER PROGRAM OVERVIEW Administer the operations of the public works field operations including streets, facilities, and grounds divisions, and provides administration for the service center and clerical support. Costs related to non-specific activity functions; such as, sick leave, holiday, vacation, other leaves, travel time, contract administration for school crossing guards, and equipment operating cost are recorded to this cost center. SERVICE OBJECTIVIES Maintain all records and inventory for trees, sidewalk repair, striping and legends, street signs, vehicle and equipment, and streetlights. Maintain records of all complaints and requests for services by tracking responses through computer programs. Maintain productivity units of measure for each task performed by employee and activity center. Administer the Elmwood work furlough program to assist in daily cleanup tasks in the City. 216 SERVICE CENTER 8200 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 334,578 365,643 346,517 346,918 Materials 47,293 54,348 64,500 64,500 Contract Services 118,798 137,536 147,000 147,000 Cost Allocation 326,330 296,470 299,070 296,360 Total 826,999 853,997 857,087 854,778 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 826,999 853,997 857,087 854,778 Total 826,999 853,997 857,087 854,778 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 2.20 2.20 2.20 Total 2.20 2.20 2.20 217 PUBLIC WORKS GROUNDS PROGRAM OVERVIEW The Grounds Division maintains 16 parks and landscape areas consisting of approximately 122 acres of community and neighborhood facilities. The park sites include Memorial, Linda Vista, McClellan, Monta Vista, Portal, Somerset, Varian, Wilson, Jollyman, Three Oaks, Hoover, Canyon Oak, Little Rancho, Creekside. Library Field and Civic Center Plaza. The City also maintains school sites for recreational activities at Hyde, Eaton, Lincoln, Regnart, Faria, Stevens Creek, Garden Gate, and Kennedy schools consisting of approximately 52 acres. SERVICE OBJECTIVES Daily Tasks: restroom maintenance, equipment repair, general cleanup, debris, and graffiti removal. Goal to minimize complaints to less than two per month. Weekly Tasks: mowing, edging, maintenance of play equipment and park accessones. Maintenance of tennis courts, where available. Quarterly Tasks: landscape maintenance, aerating, fertilizing, weeding, etc. Semi-Annual Tasks: pruning and spraying trees and shrubs, and as needed, sprinkler repair, replacement of planting material, tennis court nets, etc. Maintain school sites for recreational activities for Eaton, Regnart, Faria, Stevens Creek, Hyde, Garden Gate, Kennedy, and Lincoln (approximately 52 acres). Utilize Elmwood work furlough program to assist in weekend and weekday cleanup programs. This is equal to approximately three (3) full time maintenance workers. Contract restroom cleaning at the following park sites: Linda Vista, Monta Vista, Portal, Wilson, McClellan Ranch, Memorial, Jollyman, and Creekside Parks. 218 GROUNDS 8300 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 1,240,036 1,412,864 1,595,458 1,608,772 Materials 471,445 544,813 585,225 575,225 Contract Services 160,077 130,598 175,500 200,500 Capital Outlay 14,909 153,354 175,000 71,000 Cost Allocation 169,670 166,190 193,320 216,550 Total 2,056,137 2,407,819 2,724,503 2,672,047 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 2,056,137 2,407,819 2,724,503 2,672,047 Total 2,056,137 2,407,819 2,724,503 2,672,047 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 18.40 18.40 18.15 Total 18.40 18.40 18.15 219 PUBLIC WORKS STREETS PROGRAM OVERVIEW The Streets Division maintains all street rights-of-way pavement, including curb, gutter, sidewalks, street signs and markings, and storm drain system. Administers the street-cleaning program. The division maintains another 31.54 developed acres of median and overpasses, 21.69 undeveloped acres, and approximately 13,000 street trees within the park strip. SERVICE OBJECTIVES Provide high-level maintenance of city's infrastructure to protect the City's investment. Continue annual street maintenance program consisting of slurry sealing and improving the structural integrity by adding asphalt overlays to existing facilities. The City utilizes an up-to- date computerized pavement management program that assists in developing priorities and providing future planning for scheduling road improvements and maintaining all the streets in the community. Cleanup of storm drain inlets and respond to citizen requests immediately. Perform mainline cleaning contractual arrangements. The City pays San Jose a fee for use of San Jose's facilities in the area that was de-annexed from San Jose and annexed to Cupertino. Perform street cleaning every two weeks in residential areas and every week in the commercial and industrial areas. The City presently has approximately 696 curb miles that are swept each month. Annual maintenance of sidewalks, curbs, and gutters through contractual service. Respond within 24 hours for emergency or temporary repair to alleviate hazardous conditions. Perform maintenance of all streets, traffic signs and markings within 24 hours to minimize liability. Repaint markings and legends once a year prior to the beginning of the school year and centerline striping as needed. Maintenance of street trees: staff performs watering, spraying, staking, pruning, and fertilizing in the commercial areas. Contract for major tree maintenance. Administer and schedule the weekday and weekend Elmwood work furlough program. Maintenance of landscaping medians strips, trails, landscape roadsides and public right of ways: Staff performs maintenance of irrigation systems, weed control, pruning and fertilizing of plant material in these areas. Pond Maintenance. Respond within 48 hours to cleanup of graffiti on city property. 220 STREETS 8400 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Employee Compensation 1,485,044 1,653,525 1,924,034 1,956,721 Materials 348,141 348,020 373,450 402,950 Contract Services 417,165 146,596 13,500 13,500 Capital Outlay 13,480 3,617 35,000 40,000 Cost Allocation 264,270 246,270 220,150 268,430 Total 2,528,100 2,398,028 2,566,134 2,681,601 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Gas Tax 1,167,658 898,944 834,214 742,357 General Fund 1,360,442 1,499,084 1,731,920 1,939,244 Total 2,528,100 2,398,028 2,566,134 2,681,601 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 22.45 22.45 22.20 Total 22.45 22.45 22.20 221 PUBLIC WORKS FACILITIES PROGRAM OVERVIEW Provides maintenance and mechanical services to all public buildings. These include 13 City- owned buildings and nine single standing restroom facilities. Administers the janitorial contract, alarm system, and the maintenance of building equipment at all City facilities and special projects. SERVICE OBJECTIVES Maintain City buildings and installations to reflect community pride by responding to citizen requests within 24 hours. Strive for safe and clean working environment for the public and employees and reduce complaints to less than 24 requests per year. Maintain City communication system and telephone system. 222 FACILITIES 8500 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 575,645 726,376 734,435 766,144 Materials 553,716 580,651 674,200 684,650 Contract Services 565,679 420,896 551,700 542,700 Capital Outlay 70,570 65,844 159,000 226,054 Cost Allocation 37,430 85,300 82,570 73,120 Total 1,803,040 1,879,067 2,201,905 2,292,668 Expenditures by Fund 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted General 1,597,123 1,692,671 1,999,807 2,076,746 Sports Center 205,917 186,396 202,098 215,922 Total 1,803,040 1,879,067 2,201,905 2,292,668 Personnel Summary 2005-06 2006-07 2007-08 Actual Adopted Adopted Full-time 7.60 7.60 7.50 Total 7.60 7.60 7.50 223 PUBLIC WORKS TRANSPORTATION PROGRAM OVERVIEW The Transportation Division develops plans, specifications and estimates for the installation, operation and maintenance of the traffic signals, the traffic signal interconnects, traffic signs, pavement markings, and design standards. The Division assists in the preparation of the General Plan, street plan lines and capital improvement program related to street improvements. Staff, with support of consultants, is designing and building capital improvements projects for the transportation system. For traffic signals, they have implemented the adaptive traffic signals control system, and are continuing to implement Silicon Valley Smart Corridor. For bicycle and pedestrian facilities, they have been instrumental in implementing the Mary Avenue Bicycle Footbridge. SERVICE OBJECTIVES Ensure the efficiency and safety of the street system through continual observation of traffic signals and other traffic control devices. Review traffic collision reports periodically, traffic flow patterns annually, intersection levels of service annually, and neighborhood traffic issues as needed. Cooperate with neighboring jurisdictions on mutual issues that affect both traffic safety and traffic efficiency at city boundaries. Continue training personnel in traffic engineering by encouraging attendance at classes and seminars at least once a year. Maintain the level of service on the traffic control systems by monitoring traffic volumes at least once per year and updating the traffic signal timing patterns more frequently. 224 TRANSPORTATION 8600 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 373,601 402,929 548,505 556,042 Materials 64,750 63,762 71,200 73,500 Contract Services 82,096 117,462 178,500 554,500 Capital Outlay -11,600 15,485 0 0 Cost Allocation 57,140 54,610 68,170 60,940 Total 565,987 654,248 866,375 1,244,982 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 565,987 654,248 866,375 1,244,982 Total 565,987 654,248 866,375 1,244,982 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 4.35 4.35 4.75 Total 4.35 4.35 4.75 225 PUBLIC WORKS GENERAL SERVICES PROGRAM OVERVIEW Provides maintenance and service to all vehicles (92), rolling stock (48), trailers (16), riding mowers (12), and all power equipment (221). Maintains (3250) City-owned streetlights, parking lot lights, and park lights. Responsible for inspections of all new street light installations. Responsible for handling of hazardous waste and materials and responding to non-point source spills. Maintains above and below ground fuel tanks. Maintains the complete Service Center yard maintenance. Perform fabrication, welding and repair of metal parts and equipment for City vehicles, apparatus, structures and facilities. Respond to USA underground locates, and mark City owned utilities. Responsible for writing of specifications and bidding process for major purchasing of trucks, tractors, and other equipment; also administration of street sweeping and storm drain contracts. Responsible for all hazardous waste records, manifests, and reports, as well as all Service Center employee training and training records as required by OSHA. SERVICE OBJECTIVES Maintain the City streetlight system for a safe environment and respond to outages within five working days of first notice. Maintain City vehicles and equipment for general maintenance and safety. Maintain City Park and parking lot lights for a safe environment. Strive for a safe and clean working environment for the public and employees at the Service Center Maintenance yard. Repair vandalized, broken and worn metal equipment for safety. 226 GENERAL SERVICES 8800 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Employee Compensation 378,493 430,543 449,671 464,700 Materials 407,607 447,338 455,000 488,000 Contract Services 66,271 90,791 91,000 91,000 Capital Outlay 17,442 64,855 65,000 117,000 Cost Allocation 340,350 255,281 217,230 224,600 Total 1,210,163 1,288,808 1,277,901 1,385,300 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 379,842 429,368 436,392 485,826 Equipment Maintainence 830,321 859,440 841,509 899,474 Total 1,210,163 1,288,808 1,277,901 1,385,300 Personnel Summary 2005-06 2006-07 2007-08 Actual Adopted Adopted Full-time 4.20 4.20 4.40 Total 4.20 4.20 4.40 227 PUBLIC WORKS FIXED ASSETS ACQUISITION PROGRAM OVERVIEW The purchase of equipment having a value greater than $5,000, expected life of more than one year, and used for general government purposes is financed from this budget. Equipment users are charged for the use of these assets through a depreciation schedule. Equipment used by Special Revenue and Enterprise funds are charged to the respective funds. SERVICE OBJECTIVES Obtain quality equipment through competitive bidding. Pursue the purchase of energy efficient vehicles whenever possible. CAPITAL OUTLAY Replacement Fund Purchase All Prices include safety light bar, tool racks, truck bed inserts, and two-way radios. Hybrids are not available for the following replacement vehicles and equipment except vehicle number 51. Vehicle # Description Amount 103 06 45 84 44 27 31 51 00 00 72 Inch Riding Mower 1990 Flat Bed 16 ft. Utility Truck Diesel 1989 % Ton Pick-up 1997 1 Ton Crew-cab Pickup 1989 % Ton Pickup 19961 Ton & Service Body & Lift Gate 1990 1 Ton & Service Body Dump Insert 1990 Replace with Hybrid Vehicle SUV Renovaire Aerator Ride-on Fertilizer Machine $20,000 80,000 25,000 30,000 25,000 38,000 40,000 30,000 10,000 7.000 $305,000 New Equipment Carpet Extractor Cleaning Machine Grinder Attachment Bituminous Street Button Applicator $10,000 9,000 25.000 $44,000 Total Fixed Assets: $349,000 228 FIXED ASSETS ACQUISITION 9820 PUBLIC WORKS Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Capital Outlay 140,324 27,626 298,000 349,000 Total 140,324 27,626 298,000 349,000 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Equipment Maintenance 140,324 27,626 298,000 349,000 Total 140,324 27,626 298,000 349,000 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.00 0.00 Total 0.00 0.00 0.00 229 Non- Departmental 231 NON-DEPARTMENTAL Expenditures by Division 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted INTERFUND TRANSFERS 0100 OPERATING TRANSFER OUT GENERAL FUND 8,742,000 7,917,000 9,215,000 15,648,000 PARK DEDICATION FUND 1,761,000 657,000 500,000 0 RECREATION PROGRAMS 888,000 200,000 0 0 SPORTS CENTER 0 100,000 0 0 CAPITAL IMPROVEMENT 41,000 0 0 330,000 STORM DRAIN FUND 0 0 0 95,000 REDEVELOPMENT AGENCY 0 0 0 275,000 SENIOR CENTER 0 0 0 125,000 RESOURCE RECOVERY 500,000 500,000 500,000 500,000 11,932,000 9,374,000 10,215,000 16,973,000 DEBT SERVICE 5301 FACILITIES CORPORATION 3,534,526 3,532,913 3,534,588 3,538,063 5306 TRAFFIC IMPACT 34,925 38,237 36,363 39,000 5304 V ALLCO ASSESSMENT DISTRICT 0 0 120,000 0 3,569,451 3,571,150 3,690,951 3,577,063 TOTAL 15,501,451 12,945,150 13,905,951 20,550,063 233 NON-DEPARTMENTAL INTERFUND TRANSFERS PROGRAM OVERVIEW Interfund transfers represent transfers of monies between various funds. These transfers provide additional resources to the receiving fund to support operating and capital project costs. For the 2006-07 fiscal year, budget activity accounts have been established for the following transfers: 1. Funding from the General Fund for capital improvements in the Capital Project Funds: $6,236,000 for Stevens Creek Corridor Park; $1,500,000 for Lawrence and Mitty Park (Saratoga Creek); $200,000 for the tennis court lighting and $500,000 for the pool demo and court upgrade; $748,000 for various facility improvements and $100,000 for infrastructure reserve. 2. Funding from the General Fund to the Debt Service Fund in the amount of $3,538,000 which provides for the annual payment of the Certificates of Participation for the City Hall/Library remodel, Wilson Park, Memorial Park, Open Space acquisitions, the new library and the new animal control facility. 3. Funding from the General Fund to the Information Technology Systems Fund in the amount of $150,000 which provides for new technology equipment and Phase Two of E- Government. 4. Funding from the General Fund to the Gas Tax Fund in the amount of $750,000 to provide for costs associated with the street projects. 5. Funding from the Resource Recovery Fund to the General Fund in the amount of $500,000 representing the fourth of four payments to reimburse costs for waste cleanup. 6. Funding from the General Fund to the Retiree Medical Fund in the amount of $1,882,000 to provide for current and future retiree medical obligations. 7. Funding from the General Fund to the Equipment Fund in the amount of $44,000 which provides for new rolling vehicles. 8. Funding from the Senior Center to the General Fund in the amount of $125,000 to transfer all activities. 9. Funding from the Redevelopment Agency Fund to the General Fund in the amount of $275,000 to payback the outstanding loans. 10. Transfer $330,000 from the Capital Project Fund to the General Fund to reinstate monies for various CIP projects. 11. Transfer $95,000 from the Storm Drain Fund to the Gas Tax Fund for various projects. 234 INTERFUND TRANSFERS 0100 INTERFUND TRANSFERS Expenditures by Category 2004-05 2005-06 2006-07 2007-08 Actual Actual Adopted Adopted Operating Transfers Out 11,932,000 8,483,746 10,215,000 16,973,000 Total 11,932,000 8,483,746 10,215,000 16,973,000 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted General 8,742,000 7,026,296 9,215,000 15,648,000 Park Dedication 1,761,000 657,450 500,000 0 Storm Drain 0 0 0 95,000 Recreation Fund 888,000 200,000 0 0 Sports Center 0 100,000 0 0 Capital Improvement 41,000 0 0 330,000 Resource Recovery 500,000 500,000 500,000 500,000 Redevelopment Agency 0 0 0 275,000 Senior Center 0 0 0 125,000 Total 11,932,000 8,483,746 10,215,000 16,973,000 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.00 0.00 Total 0.00 0.00 0.00 235 NON-DEPARTMENTAL DEBT SERVICE PROGRAM OVERVIEW The Debt Service Program provides for the payment of principal and interest obligations and associated administrative costs incurred with the issuance of debt instruments for the City and the Public Facility Corporation. The budget includes funding for the following debt service payments: 1. The Public Facility Corporation's annual payments of principal and interest on the City Hall/Library, WilsonlMemorial Open Space and Library Certificates of Participation (COP). In September, 2002, the City refinanced its $44 million in debt to obtain a lower interest rate and extend debt maturity. An additional $10 million was issued to ensure adequate funding of the five year Capital Improvement Program, and primarily the new library project. The majority of the borrowings occurred in early 1990 to acquire additional park real estate and expand community facilities. A breakdown ofthe capital acquisitions follows: . Increased 90 acres of park real estate to 190 acres, alii % increase; . Increased 26,031 sq ft of recreation building space to 84,460 sq ft, a 224% increase; . Specific purchases included: Blackberry Farm - $18 million, voter approved debt; Creekside Park - $12 million voter approved debt; Sports Center - $8 million; Quinlan Community Center, including park real estate - $6.1 million; Wilson Park and improvements - $5.6 million; Jollyman Park development - $1 million; City Hall renovation/improvements - $1.7 million; Library renovation/improvements - $1.7 million. New library/community center - $10 million. 2. The annual payment of principal and interest on outstanding - special assessment bonds for Traffic Impact. The City acts as agent for the property owners of parcels upon which assessments were made for local improvements and therefore is not a guarantee or directly liable for the debt. 236 DEBT SERVICE 5301-5306 DEBT SERVICE Expenditures by Category 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Debt Service/Other 3,569,451 3,571,150 3,690,951 3,577,063 Total 3,569,451 3,571,150 3,690,951 3,577,063 Expenditures by Fund 2004-05 2005-06 2006-07 2007 -08 Actual Actual Adopted Adopted Facilities Corporation 3,534,526 3,532,912 3,534,588 3,538,063 Traffic Impact 34,925 38,238 36,363 39,000 Vallco Assessment District 0 0 120,000 0 Total 3,569,451 3,571,150 3,690,951 3,577,063 Personnel Summary 2005-06 2006-07 2007 -08 Actual Adopted Adopted Full-time 0.00 0.00 0.00 Total 0.00 0.00 0.00 237 Five Year Capital Improvements Program Fiscal Years 2007-08 to 2011-12 239 Proposed Five Year Capital Improvement Program Current Fund Description 2006-07 2007 -08 2008-09 2009-10 2010-11 2011-12 9100 Parks 420-9121 Memorial Park Softball Field Renovation 20,000 230,000 420-9122 Sterling Barnhart Park Acquisition 1,000,000 420-9123 Library Field Renovation 100,000 420-9124 McClellan Ranch Facility Improvements 717,000 420-9125 Stocklmeir Property Preservation 35,000 15,000 New Project 420-9126 Sterling Barnhart Park Construction 10,000 40,000 800,000 Sports Center Soundwall Replacement 350,000 Lawrence&Mitty Park (Saratoga Creek) 1,500,000 Vetrans Memorial 55,000 Total 65,000 3,657,000 1,150,000 0 0 0 9200 Buildings 420-9229 City Hall Emergency Power/Electrical System 40,000 400,000 420-9236 Sports Center Tennis Court Lighting 250,000 420-9232 Library Improvements & Upgrades 20,000 100,000 420-9234 Monta Vista Park Building Replace HV AC System 60,000 90,000 420-9235 Service Center Security Gate 50,000 tv New Projects ~ 0 420-9237 Quinlan Center Fountain Replacement 20,000 280,000 Library Court Yard Improvements 50,000 570-9231 Sports Center Upgrade & Pool Demo 500,000 420-9---- Green Project - to be identified 500,000 Total 140,000 1,720,000 500,000 0 0 0 * EF = Enterprise Fund 9400 Streets 270-9450 Pavement Management 2,808,000 750,000 750,000 750,000 750,000 750,000 270-9450 Pavement Management - STP Portion 529,000 372,000 270,9451 Curb, Gutter and Sidewalk Repairs 500,000 750,000 750,000 750,000 750,000 750,000 270-9453 City Monument Signs Replacement (4) 100,000 270-9452 Rancho Rinconada Street Study 100,000 Total 3,837,000 1,872,000 1,700,000 1,500,000 1,500,000 1,500,000 Proposed Five Year Capital Improvement Program Fund Description Current 2006-07 2007 -08 2008-09 2009-10 2010-11 2011-12 9500 Traffic Facilities 270-9435 Neighborhood Traffic Calming Measures 5,000 50,000 420-9549 Safe Routes to School-Garden Gate & Sig. Upgrade 475,000 at Stelling/Greenleaf (Grant Pending) 420-9547 Yellow & Ped Head LED& Traffic Signal 65,000 55,000 30,000 Battery Backup System 420-9547 Countdown Ped Heads 50,000 50,000 50,000 420-9551 Lawrence Exppwy.lMitty Xing (Cupertino Share) 75,000 420-9552 Stevens Cr. Blvd.lSR85 on Ramp x Walk Improv. (HES) 75,000 420-9555 SVITS Extensions (FO Cable & Boxes) 35,000 15,000 420-9556 Remove Traffic Sig. Flashing Red L T Arrows(4 Locations; 60,000 New Projects DeAnzas Blvd.lMcClellan/Pacifica Signal Modification 200,000 Various Traffic Signal/Intersection Modifications 75,000 Total 165,000 1,070,000 80,000 50,000 0 0 9700 Storm Drainage tv 210-9612 Minor Storm Drain Improvements 118,000 75,000 75,000 75,000 75,000 75,000 ~ 215-9620 Monta Vista Storm Drainage Syst. 134,000 800,000 ...... 215-9612 Master Storm Drain Plan Update 30,000 270-9443 Bollinger Bike Lanes/Calabazas Cr. Bridge(SCVWD) 90,000 250,000 25,000 Total 342,000 1,155,000 100,000 75,000 75,000 75,000 Major Projects 428-9449 Mary Ave. Bicycle Footbridge 8,165,000 427-9112 Stevens Creek Corridor Park (Phase I) 1,800,000 8,809,000 1,000,000 500,000 1,800,000 16,974,000 1,000,000 0 500,000 0 Total Capital Improve. Prog. 6,349,000 26,448,000 4,530,000 1,625,000 2,075,000 1,575,000 Total Outside Revenue Share 2,105,000 14,869,108 1,350,000 825,000 825,000 825,000 Net City General Fund Funding 4,244,000 11,578,892 3,180,000 800,000 1,250,000 750,000 REVENUE Proposed Five Year Capital Improvement Program Current Fund Descriotion Funding Source 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 9100 Parks 420-9124 McClellan Ranch Facility Improvements Land&Water Conservation, Park Bond 285,915 420-9122 Sterling Barnhart Park Acquisition Sale of City Owned Property 1,000,000 Memorial Park Softball Field Renovation Recreation 230,000 Library Field Renovation 100,000 Sports Center Soundwall Replacement 350,000 Total 0 1,615,915 350,000 0 0 0 9400 Streets 270-9450 Pavement Management Safe ,Accoountable ,Flexible, Efficient T ransp. 468,000 330,000 Equity Act, A legacy for users-SAFETEA-LU City Monument Signs Replacement (2) Developer and Insurance Settlement 50,000 Rancho Rinconada Street Study (VTA Local Streets & County Roads) 100,000 Curb, Gutter and Sidewalk Repairs Gas Tax 500,000 750,000 750,000 750,000 750,000 750,000 Total 968,000 1,080,000 900,000 . 750,000 750,000 750,000 9500 Traffic Facilities 420-9549 Safe Routes to School-Garden Gate & SR2S 427,500 Sig. Upgrade at Stelling/Greenleaf 420-9552 SCB/SR85 on Ramp x walk Improvements (Hazard Elimination Safety pgm - Hes Caltrans) 67,500 DeAnzas /McClellan/Pacifica Sig. Mod. Developer 200,000 Total 0 695,000 0 0 0 0 9600 Storm Drainage 210-9612 Minor Storm Drain Improvements Storm Drain Account 47,000 75,000 75,000 75,000 75,000 75,000 215-9620 Monta Vista Storm Drainage Syst. Storm Drain Account 10,000 800,000 215-9612 Master Storm Drain Plan Update Storm Drain Account 30,000 270-9443 Bollinger Bike Lanes/Calabazas Cr. Brdg. Storm Drain Account 95,000 25,000 Total 57,000 1,000,000 100,000 75,000 75,000 75,000 Major Projects 427-9112 Stevens Creek Corridor Park . Urban Park Act, Land&Water Conservation, 400,000 2,480,000 Roberti-Z'Berg-Harris, SCVWD FACHE Settlement, Dept. of Water Resources, SCVWD Collaborative 427-9112 Stevens Creek Corridor Park (EF)* Blackberry Farm Revenue Account 680,000 200,000 427-9112 Stevens Creek Corridor Park Sale of City Owned Property 500,000 270-9449 Mary Avenue Bicycle Footbridge VT A Measure BITFCA/TDA 6,111,000 270-9449 Mary Avenue Bicycle Footbridge City of Sunnyvale 110,000 270-9449 Mary Avenue Bicycle Footbridge Caltrans 304/BT A - 2003/2004 600,000 270-9449 Mary Avenue Bicycle Footbridge TDA (Non BEP)2004-05:$65,000;2005-06:$38,000 103,000 270-9449 Mary Avenue Bicycle Footbridge Caltrans 304/BT A - 2005/2006 300,000 270-9447 Mary Avenue Bicycle Footbridge TDA 06/07 42,193 270-9447 Mary Avenl,le Bicycle Footbridge TDA 07/08 32,000 Total 1,080,000 10,478,193 0 0 0 0 tv ~ TOTAL OUTSIDE REVENUE SHARE 2,105,000 14,869,108 1,350,000 825,000 825,000 825,000 tv Unfunded Five Year Capital Improvement Program Current Fund Description 2006-07 2007 -08 2008-09 2009-10 2010-11 2011-12 9100 Parks Rancho Rinconada Park Construction 2,000,000 Stevens Creek Corridor Park (Phase 2) 3,000,000 0 0 0 5,000,000 0 0 9200 Buildings City Hall Remodel with Seismic/ADA! 3,000,000 Fire Code Upgrades (Essential Building) 0 0 3,000,000 0 0 0 9300 Trails 0 0 0 0 0 0 9500 Traffic Facilities tv Memorial Park Sidewalk Enhancements on SCB 150,000 ~ w Pedestrian Enhancements on Overpasses 350,000 0 0 0 0 0 500,000 9700 Storm Drainage Bubb/McClellan Storm Sewer Upgrade 750,000 2000000 0 0 0 0 750,000 2,000,000 Total Unfunded Projects 0 0 3,000,000 5,000,000 750,000 2,500,000 SU. .M.M.A..Ry.... , . .. .' .. . .. ... . ." .. . . . . .. ." ..............,..... . ....,.... . . ..... .FIVE .YEAR.P~OG.RA.M... . . . . . . . . . ..... . . . ..,..... ." ......... ........ .. .. .. . . ..... ........ . ..... . .. .' . . . . . . .. . .. .' . ,. . .,. . . ..................... ,.... '.................. ..... ...... ..... ...... FIV~:VEAR .......... . :::: TOTAL:.::: ......... . ......" . .......' . ........ . ....... . :.iO~11 . .ji~1:2: SllMtiJlAR.:Y: ()F:Fll No.lN.~:$.QLJ~~:es.:::::.:. GF=GENERAL FUND RC=RECREATION FUND GT=GAS TAX EI=ENVIRONMENTAL IMPACT PD=PARK DEDICATION SD=STORM DRAIN RA=RESERVE ACCOUNT TG=TRANSPORTATION GRANT FUND PG=PARK GRANT DV=DEVELOPER CONTRIBUTION SC=SPORTS CENTER SP=SALE OF PROPERTY TOTALS $:UM~AR:,(:Pf::f~~O~RA~$::::::::::. PARKS BUILDINGS STREETS TRAFFIC FACILITIES STORM DRAIN MAJOR PROJECTS TOTALS 18,944,335 3,205,000 800,000 1,250,000 750,000 24,949,335 530,000 350,000 0 0 0 880,000 847,500 750,000 750,000 750,000 750,000 3,847,500 0 0 0 0 0 0 0 0 0 0 0 0 1,000,000 75,000 75,000 75,000 75.000 1,300,000 0 0 0 0 0 0 825,000 100,000 0 0 0 925,000 2,601,165 0 0 0 0 2,601,165 200,000 50,000 0 0 0 250,000 0 0 0 0 0 0 1,500,000 0 0 0 0 1,500,000 ------------- ----------------- --------------........ -....--..-....-...------ -------------- ------------------ 26,448,000 4,530,000 1,625,000 2,075,000 1,575,000 36,253,000 3,166,000 1,720,000 1,872,000 1,070,000 1,155,000 17,465,000 1,150,000 500,000 1,700,000 80,000 100,000 1,000,000 o o 1,500,000 50,000 75,000 o 500,000 0 4,816,000 0 0 2.220,000 1,500,000 1,500,000 8,072,000 0 0 1,200,000 75,000 75,000 1,480,000 0 0 18,465,000 ------------------ ----------- --------------------- 2,075,000 1,575,000 36,253,000 26,448,000 4,530,000 1,625,000 $:UMMA~Y:OF:QPE;RATING:MAJN:rENA~C;E::::::.:.. . . .. .. . . . . . .. .... , ........... .... . . . . . . . . .. . . . . , . . . . . . OM=OPERATING MAINTENANCE tv ~ ~ o o o o o PARIi<:$::$J~:t.MMARY:::::::::::::::::::::::::::::::::::::::::::::::::::: ::'.::..:::::.:.:::~i~a:":':\:::::\""::::'::":::,:::~~\.~lM7:'27~~0~eml~-1:U ~N.~~9~~~~~i?::::: . .......................11..12 Q~~~~Nr:n~~v.~$: :::::::::::::::::::::::::-"'~" . SUMMARY:OF::FUNPfNG:$QURCES::::::::::::: GF=GENERAL FUND 1,754.835 800,000 RC=RECREA TION FUND 330,000 350,000 GT=GAS TAX EI=ENVIRONMENT AL IMPACT PD=PARK DEDICATION SD=STORM DRAIN TG=TRANSPORT A TION GRANT FUND PG=PARK GRANT 81,165 DV=DEVELOPER CONTRIBUTION SP=SALE OF PROPERTY 1,000,000 ---- --- --- ---- PARKS TOTAL 3,166,000 1,150,000 SUMMARY:OF::PROGRAMS::::::::::::::::::::::::::::::::::::: .. .... ......'.. ............... ... ,..... MEMORIAL PARK SOFTBALL FIELD RENOVATE. 230,000 STERLING BARNHART PARK ACQUISITION 1,000,000 LIBRARY FIELD RENOVATION 100,000 MCCLELLAN RANCH FAC. IMPROVEMENTS 226,000 STOCKLMEIR PROPERTY PRESERVATION 15,000 STERLING BARNHART PARK CONSTRUCTION 40,000 800,000 SPORTS CENTER SOUNDWALL REPLACEMENT 350,000 LAWRENCE & MITTY PARK (SARATOGA CK.) 1,500,000 VETRANS MEMORIAL 55,000 ---- -----...- ---- ---..-- TOTAL 3,166,000 1,150,000 SUMMARY .OF'OPERATING MAINTENANCE'. . . .. . . .. . . . ... . . . . .... . . . . . .. .... . ... . .. . . . ... . . . . . .. . . ... ... . . . . . . .. . . .. . . . . . . . .. .' . .' ... . .... .... ,-. ..... ............... ..... ....... ...............". ..,.......,.......... ...::.... .........: .:::.: ..-::. :', ,'.:. :...... .:.::.....-:..: ",.: .:.:.: ,', ,',.. ..... :':::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: OM=OPERATING MAINTENANCE tv ~ VI .PA.:RK.S:::::::::::::::: ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::FIV. .E:Y. :E:A.:R<PRO.G.RA:. :M:: U.:..N.....P..."'....Q....G.:..RA........MM.........e...D..::.>.: .:-. .', . : . ,', .' .-:-:-:-:-:-:-:-: .'. -:-:-:-:-:-:-:.:-:-:-:-:-:-:-:-:-:.:-:-:-:-:-:-:-:.>:-:-:-:-:.:-:-:-:-:-:-:-:-:-:-: :-: ,', ,',. .-:',:-. . . .', ...-: .-:', : ,', .:-. ..:-. ,', . . . ..: I":'( . . :;:::::::::::;:::: :07~:oe: :::FP:;:::;:::::::::::: <: :Qa~Q$::: fP:::::::::::::::: :;:::(js;il)::: :FD.::::::::::::::::::: ;::t(j~ti:: :1"0 :::::::: <:: :;:::::W~1:2::: fO:: CUR-RENt Qo.~LAR$ MEMORIAL PARK SOFTBALL FIELD RENOVATION 9121 Renovation of existing softball field. This project may need to be deferred to accommodate the Veterans Memorial Construction. Project Cost 230,000 RC STERLING BARNHART PARK ACQUISITION 9122 Purchase the existing vacant San Josa Watar parcels located at Sterling and Bamhart for future neighborhood park. Purchase Cost 1,000,000 SP LIBRARY FIELD RENOVATION 9123 Renovation of existing play field. with Irrigation and turf restoration. Project Cost 100,000 RC MCCLELLAN RANCH FACILITY IMPROVEMENTS 9124 Reconflgura 4-H facilities and construct trail from McClellan parking lot to 4-H. Demo & reconstruct Blacksmith shop, fencing and drainage Improvements. land &Water Conservation Grant 81,165 PG 144,835 GF Total Project Cost 226,000 tv ~ 0\ PARKS................................... ......................................... .FIVE.YEA.R. PRO(;.. .RA.M...................... . . . ........................................................................ .................................................................................... ........... . . .. .... ............................................ ....N..""R. '0' .,;;;.;."....M...e......... . '.. .. ... :-:-:-:-:-:-:.:-:-:-:-:-:-:-:-:-:-:-:.:-:-:-:-:-:-:-:-:.:-:-:-:-:-:-:-: -:-:-:-:-:-:-:-:-:-:-:-:-:-:-:-:-:-:.:-:.:-:.:-:-:-:-:-:-:-:-:-:.:-:-:-:.:-:-:-:-:. ..: '.' ..:-:-...... ..: ..... . .. ... ...... >:->:-:-:-:-:-:.:-:-:.:-:-:-:-:.:-:-:-:-:. ti . r- . \:lrvoM u:-:. ................................................................................................. :':':.:.:.:.:.:':.'.:Q :7:.~8:':.:FO:: : :':':':.:.:.:':':.:.:.0: ~.o: ..9, :':':F :0: :.:.:.:.:.:.:.:.:.:.;~,;,:1:i,:.:~O: :.:.:.:':':.:.:.:.:.:.:1 :0:".1 :~.:.:F:D: :.:.:':':.:':':':.:.:'~1: :.~2: :.:.F: ..0:': hiiR.:R.:-:e-:N-:.:-:T:::O-:O.\{:;':R<; ...........'....... ."':.\.( ..... ...................... J,lI," ...." .....................\I'i;r;. Y,'.f.' ........................ -. ......... ......................I.:"',t ...." . .,,\.11.,' ..". ......L.I':'\ liiii: STOCKLMEIR PROPERTY PRESERVATION 9125 Vanous restoration and preservation projects. Total Project Cost 15,000 GF STERLING BARNHART PARK CONSTRUCTION Construction of neighborhood Park. Total Project Cost 40,000 GF 800,000 GF SPORTS CENTER SOUNDWALL REPLACEMENT Wall continues to shift as a result of the 1989 earthquake and adjacent large pine tree on pnvate properly. Total Project Cost 350,000 RC LAWRENCE & MITTY PARK (Saratoga Creek) Construct park a the North end of the San Thomas Aquino Saratoga Creek Trail. Total Project Cost 1,500,000 GF VETRANS MEMORIAL 55,000 GF tv ~ -...J S.U' .IL'DJ.N.GS.'SUM. .MA..Ry...................................... .FIV. E..YEA..R..PR!O.G.RA.M........... .' ., .. . . . . . .. ,... ,- .....,... .... . .., .......... .. .. . . . . ... .. . . . . . . . . . . . . . . . . . . ., .., .. . . , . . . . . . . ... . .....,......,....... .. . .. . .. ..... . . . . . . .. '.' ........ .. ....... ........ ,', ,',. ,',. .....'................................... .... ....... .......... ,', ..... ......... .... .... ,', ,.. ..........,. .:.:.:.:.:.:...:.:.............:...............:...................................................................... :::::::::::::::::: :07~08::::::::::::::::::::::::::::::::: :08.:09 :::::::::::::::::::::::::::::::: :09:;; ij::::::::::::::::::::::::::::::::: :1O:~1 ~:: . . .... SijNl:~AR.V.: Q:f: :fU"P:I~G:$o.V~(:J;~t:::::::::::::::::::::::::::: .. GF=GENERALFUND RC=RECREATION FUND GT=GAS TAX EI=ENVIRONMENTAL IMPACT PD=PARK DEDICATION SD=STORM DRAIN RA=RESERVE ACCOUNT TG=TRANSPORTATION GRANT FUND PG=PARK GRANT DV=DEVELOPER CONTRIBUTION SC=SPORTS CENTER 1,720,000 500,000 BUILDINGS TOTAL 1,720,000 500,000 o SU. MM:A::R.~::OF::PRO.G~:.:MS::::::::::::::::::::::::::::::::::::: .... ".:.... ....... ..~ ................... CITY HALL EMERGENCY POWERlELEC. SYS. SPORTS CENTER TENNIS COURT LIGHTING LIBRARY IMPROVEMENTS & UPGRADES MONTA VISTA PARK BLDG. HVAC REPLACE SERVICE CENTER SECURITY GATE QUINLAN CENTER FOUNTAIN REPLACEMENT LIBRARY COURT YARD MODIFICATIONS SPORTS CENTER UPGRADE & POOL DEMO GREEN PROJECT 400,000 250,000 100,000 90,000 50,000 280,000 50,000 500,000 500,000 TOTAL 1,720,000 500,000 o SUMMARY O.F OPERA~ING.MAINTENANCE"".'.'..".........."'................'......"."'."....'........"......"'.'.... .. .........:.:: .:.:::.... :.:.,':...:::. .....::1::. ,', ,', .:.. ....... .,:: .:.:... .,: .'. .':',: ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::;:;:::::::::::::::;:::;:;:::;:::::::::::;:::::;:;:::;::::::,:,>:' OM=OPERATING MAINTENANCE tv ~ 00 ~N~~~~MM$.~<:: :::: :;:::;:::: :::;:::::;:::t~~t2: CURRENt OOllARS:: . . ' ' . o o o o '::::::::::::::.::::: S:tHLOlNG:$:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::fIVE::YEAR::PROGAAM 0W~o~M~ep:::: :::::::::::::::::: :07 ~08::F.D.::::::::::::::::::: :Os.:09:: PO:::::::::: ::.:::::: :09~tO::: po::::::::::::::::::::: :1:O~1:1: :FO::::::::::::::::::::: 1 :1~1 i:: po: cURRENT: DOlLARS CITY HALL EMERGENCY POWER/ELECTRICAL SYSTEM Remove the existing emergency generator, at the end of Its useful life, from the City Hall basement and replace K with a new generator mounted on a pad outsida. Also remove the existing out of date and undersized transformer and replace K with an efficient and Increased size vaulted transformer In conjunction with an increase In electrical service capacity and an upgrade of the main electrical panel. Project Cost SPORTS CENTER TENNIS COURT LIGHTING Install lighting on sports center tennis courts for night use and addKional revenua. May require transformar replacement (cost unknown). Project Cost LIBRARY IMPROVEMENTS & UPGRADES Children's Boo~ Area Lighting Upgrade Children's Story Time Area Lighting Upgrade Project Cost QUINLAN CENTER FOUNTAIN REPLACEMENT 9237 Demolnion and removal of nonfunctional fountain behind the Quinlan Community Center, with reconflQuratlon of the space for community events and private rentals. Project Cost tv ~ '-0 400,000 GF 250,000 GF 50,000 GF 50,000 GF 100,000 GF 280,000 GF . . . .. . ................... ..................FIVE.YEAR.PRO.GRAM. . . ..... .... ............... .... ........ ...... ... .,. .. - . " ...... ..... .......... .... ..... '.. ...... . .. .. .. . BY. .It>DIN.GS..................................... .................................... ... . ..... . .. ........... .. .... .L . ........-.......... .................. .... ... . ..-. . . . ... .................. ......... ........... . ... .... .................... ....-.... ........-. ............. ::: :o.1~OO: :F:u:::: :::::::::::::: ua::Q9:: )=0:::::::::::::::::::: :os;; 0::: :1"0:::::::::::::::.::::: 1 0.:11::: FD:.. MONTA VISTA PARK BUILDING REPLACE HVAC SYSTEM This project would replace exiting HVAC system which Is unusable. Project Cost SERVICE CENTER SECURITY GATE This project would Install a more secure automatic gate at the Service Center. Project Cost LIBRARY COURT YARD IMPROVEMENTS Install upgraded landscaping and shade areas in the existing court yard. Project Cost SPORTS CENTER UPGRADE & POOL DEMO 9231 Removal of the existing pool and bathhouse occupying approximately 7,000 S.F. of the site. Replace with an all weather multipurpose court for volleyball, badminton, basketball, etc. and a small prefabricated restroom. Project Cost GREEN PROJECT - to be identified tv Vl o 90,000 GF 50,000 GF 50,000 GF 500,000 GF 500,000 GF 9~P~OG~Mi::Q:::: >ft~:f;(Fb: CURRENT :OOLlARs . .E.ETS' .SU.MM.' .V.................................................................. 'FIVE 'YE.AR.PRO'G.RA. 'M.. . . .. . ... . . . . . . . . . . . . . . . . . . . .. ............................. - . . . . . . . . . . . . . . - . .. .... . . . .. ....... . ......'........ ...... . .............. .........,.. ............... .... ..' ....... .. ST..R' ........ . . . .... AR.. ........................................... ........................................................................................... . . . . .... .. .. . ... .. ... ..... ., .... .. . . . . . . . . . . . . . . . . . . . .. ................ - . . . . . . . . . . . . . . . . . . . . . . . . . . .. . .. ... . ... . . .. . . . .....- ........ .............. ......... .............. ...... ... ............ ..... .... -.-... ............ .... ............. .................. .......... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ............,.......................................................................... ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: :::::::::::::::::::::::::::::::: :{}7~08::::::::::::::::::::::::::::::::: :bii~b9.::::::::::::::::::::::::::::::::: :OB::1 0::::::::::::::::::::::::::::::::.:: 1b~ . . . . . . ... .' . . . .. . . .. .. . . .. . . . ~lJ:NI!'VI~~y::QF::FlJ:~[)IN~:$()Q~C~S::::::::::: GF=GENERAL FUND RC=RECREATION FUND GT=GAS TAX EI=ENVIRONMENTAL IMPACT PD=PARK DEDICATION SD=STORM DRAIN RA=RESERVEACCOUNT TG=TRANSPORTATION GRANT FUND PG=PARK GRANT DV=DEVELOPER CONTRIBUTION 800,000 750,000 750,000 750,000 1,500,000 .. :>:>:>::::::::::: QN~R<;i~i:{A~M~if>< . . :<:::>::;1:1~1:2 CURRENT:OOLLARS:: 750,000 750,000 1,500,000 S.u:MMA~Y;:OF:p:ROGR.AMS::;:::::::::::::::::;::;;:::;;::::; ;:::::::;::;:;:::::;::::::;::::;;:::::::::::::::::::;:;:;:::::::;::;:::::::::::::::;::::::::::;:::::::::;:;;::::::::::::;:::::;::::::::::::::::::::::::::::;;:;::::::::;::::;:::::::::::;:::::::::;:::::::::::;:::;:::;;:;::;:; ::;::::;:;;;::::::::;:::::::::::::::::::;:: 792,000 750,000 750,000 750,000 330,000 100,000 50,000 STREETS TOTAL 1,872,000 1,500,000 1,700,000 PAVEMENT MANAGEMENT PAVEMENT MANAGEMENT - STP PORTION CURB, GUTTER AND SIDEWALK REPAIRS CITY MONUMENT SIGNS REPLACEMENT (4) RANCHO RINCONADA STREET STUDY TOTAL 750,000 372,000 750,000 750,000 750,000 750,000 100,000 100,000 750,000 1,872,000 1,500,000 1,700,000 tv VI ...... 750,000 750,000 1,500,000 750,000 750,000 1,500,000 $JJ~~gT~:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::F::~VE;::X~~~::pgQG~Iv.t:::.::. :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: ::::::::::::::.::: :ol~o~: :i=o:::::::::::::::::::: :oa~~:: fP:::::::::::::::::::: $$'"1:(:>:: f'o:::::.:::::::::::::: ~9;{1::: w::::::.: . PAVEMENT MANAGEMENT 9450 Annual CitY. funding of $750,000 (maintenance of effort). Actual PMS backlog is $1,540,000. Additional Grant Funding will be sought on an annual basis for the short fall in the backlog. $330,000 from TEA-21 Project Cost 750,000 GF PAVEMENT MANAGEMENT. STP PORTION Funding for pavement maintenance from Safe, Accountable, Flexible, Efficient Transp. Equity Act, A legacy for users - SAFETEA-LU. Grant Share of Project Cost City Share of Project Cost Total Project Cost 330,000 TG 42,000 GF 372,000 tv VI tv CURB, GUTTER AND SIDEWALK REPAIRS 9451 These funds are for the repair of curb, gutter and sidewalks when they meet repair criteria, This is a Council directed Increase of $250,000 I yr. Project Cost 750,000 GT CITY MONUMENT SIGN REPLACEMENT (2) Replace 2 City monuments signs. one on Foothill Blvd. to be moved to Stevens Creek Blvd. at Hwy 85 and paid for by Insurance claim. Replace one on Stevens Creek Blvd. al Tantau, to be paid for by developers fees. Developers and Insurance Contribution City Share of Project Cost Project Cost RANCHO RINCONADA STREET STUDY VT A Local Streets and County Roads money for the neighborhood street circulation study, Project Cost 750,000 GF 750,000 GT 50,000 DV 50,000 GF 100,000 100,000 TG 750,000 GF 750,000 GF 750,000 GT 750,000 GT ..... ,-. ..-.. ..... . .......... '....,......... UNPROGRAMMED....... :<m@:~b 6G~~~N+h6t~~{ 750,000 GF 750,000 GT MAJ:OR::p:ROJeCT$:>::: ::::::::::::::::::::::::::::::::::::::::::::::FIVI$::Y~A~::P~Q<?MM:::::: :Ur1IPR:o.~RJi;MrYi~t>::::: : .. . .-:'.. ,', . ......-: :-:-.', ,', ,', ,',. ,', .-:'.-:', .-:-:-:-: suiVliViARY::::::::::::::::/:::::::::::}:: :::::::::::::::::::::: ::::::: :::o.t~08 :::::::::::::::::::::::::::::::: :08::09:::::::::::::::::::::::::::::::::: oo~ 1Q::::::.:::::::::::::::::::::::::: j O~l . ............ ..... :6~R~ENf:iJ~lAr{S. : ::::::::::::::::::::::::::l1;:f2 ................................. ..... ............ ,......... ... .........',..,......................... '...... ................ ..... .... -,........ SUMMARY::OF:::FU~OING::SOURCES::::::::::::::: GF=GENERAL FUND 14,245,000 1 ,000,000 500,000 RC=RECREA TION FUND 200,000 GT=GAS TAX EI=ENVIRONMENT AL IMPACT PD=PARK DEDICATION SD=STORM DRAIN RA=RESERVE ACCOUNT SC=STEVENS CREEK FUND TG=TRANSPORT A TION GRANT FUND PG=PARK GRANT 2,520,000 DV=DEVELOPER CONTRIBUTION SP=SALE OF PROPERTY 500,000 _.._---......-- ..---- -- MEDIANS AND OVERPASSES TOTAL 17,465,000 1 ,000,000 SUMMARY .OF. PROGRAMS' . . . . . . . . . . . . . . . . . . . .. .. . .. ........... ...... .. . . . .. .. ............. ..... . . .. .. .. ..... ............ . .. ... ... ...... ... ......... . . .. .' .......... ... .. ..... ............ STEVENS CREEK CORRIDOR PARK (PHASE 1 ) 9,300,000 1 ,000,000 500,000 MARY AVE. BICYCLE FOOTBRIDGE 8,165,000 ----.. --------- - -------- TOTAL 17,465,000 1 ,000,000 SUMMARY'OFOp.ERAtING MAINTENANCE.... ............... .......... .......... ... ....................... .......... ...... ......... . . ..... . .. .. ... ...... .... .... -.-. ............. .....' .......... ....... '. ".',...... .-. ..... .-...... . . . . . . . . . . ....... : .:::. . . .-::: .....-::. ..... . . .:.:: . . ,', .-: , . : ,', . : ,:, . . . .', ,', . . .',', . ,'::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::-:-:-:::::::::::::::::::::::::::::::::::::::::::::::-:-:.:-:::::-:-:-:::::::::::::::-:-:-:-:-:-:< : OM=OPERATING MAINTENANCE tv VI W MAJ:Qfr~:~q~1;qr$::::::::::::::::<<::<::::::::::::::::<>::: ::::::::::::::::::::::::::fly~?tI;Aftf>J~Q:<3.RAM .........:.....:..............: W~~~8~M~~~<:.: :::: .:.:.:.:::.::: :ni~08..m :.::.:.:.:::: : :)i~o~: .p():.:::::::::'::. ::::: ri9~1:0:: :Ff,):::: ::::::: :tO~i1:: :F.p: ....:...:.:.:.:. :1:h:1:2.: :Fl). 9I:JR~EI'JT: DClllAltS:. STEVENS CREEK CORRIDOR PARK 9112 Restoration of Stevens Creek. Stevens Creek Blvd. to McClellan Rd with SCVWD, reduced picnicking from 4,000 to 800, install multiuse trail through the length of the par1<land, construct and environmental classroom at McClellan Ranch and reconstruct park amenllies and park maintenance facilllles. Grant Share of Project Cost Blackberry Farm Account Sale of Property City Share of Project Cost Total Project Cost MARY AVE. BICYCLE FOOTBRIDGE 9449 The bridge will be underconstructlon, these funds will be necessary for lIems such as special testing, PG&E design and electrical connection, Pac Bell line relocation, and other cost associated with the construction and project close out. tv VI ~ 2,520,000 PG 200,000 RC 500,000 SP 6,080,000 GF 9,300,000 1,000,000 GF 500,000 GF 8,165,000 GF rRAfFIC:fACII.JT~E:$ :SUMMARY: .............. ...... ..... '...... . ..... . . . . . . . . . . . . . .. '" . . . . . . . . . .. . ~tJIVINlAR'(:()f. f'lJNPINC3.: :SOl) R:Gi:S:...:::::.:... . GF=GENERAL FUND RC=RECREA TION FUND GT=GAS TAX EI=ENVIRONMENTAL IMPACT PD=PARK DEDICATION SD=STORM DRAIN RA=RESERVEACCOUNT TG=TRANSPORTATION GRANT FUND PG=PARK GRANT DV=DEVELOPER CONTRIBUTION STREETS TOTAL SUMMARY:Of::P.ROQMI\II$.:::::::::::::::::::::::::::::::::::::::::: NEIGHBORHOOD TRAFFIC CALMING MEASURES SAFE ROUTES TO SCHOOL-GARDEN GATE & SIG. YELLOW LED TARFF. SIGNAL&BATTERY BACKUP COUNTDOWN PED HEADS LAWRENCE EXPPWY.lMITTY XING - CITY SHARE STEVENS CR. BL./SR85 RAMP X WALK IMPROV. SVITS EXTENSIONS (FO CABLE & BOXES) VARIOUS TRAFFIC SIGNAUINTERSECTION MODS. DeANZA BL./McCLELLAN SIGNAL MODS. TOTAL SUM~A~: :O~()p};FtArl~9: ~Att{rENAN:C:I3::: <. . OM=OPERATING MAINTENANCE tv VI VI .. .... . .. .... :: 07~08": .:.:::::.::.:..:::::::fIVI;:Xt:AR:PRQGRAM: : .: <::::Os.:09:.:.:::.:.. :.::::::::::::::::::{)9~1o: .:::::.:. ... 277,500 80,000 97,500 495,000 200,000 1,070,000 80,000 50,000 475,000 55,000 50,000 75,000 75,000 15,000 75,000 200,000 30,000 50,000 1,070,000 80,000 50,000 50,000 o ........ ......... .. ~r\lP~9~RAMi\:1E~Jj:::: : CURREN:f DOLLARS o o 50,000 50,000 o o ...... ..... ...... ... ...... ........ ..... TRA. F.FIC. FAC.ILlTIES.............................. ...................................... .FJVE .YEAR.PROGRAM. . ..... . . ...... ... .......... ...... .... ...... ..........." .... ... ......... ... ....... . .. .... ..... . ....... . ................... .... ......" ............... .... ............., ...,., . ... .. .... . . ...... . ... ....... ... ""..,..., ..... .....,.............. ........ .. .., ...., . ... . ... ..... '. :-.'. . .', . :-: :-: .'. .-:'.:-: .... ... . . . : .'. . . .'. .':-:-:-:-:-:-:-:':-:-:-:-:-:':-:-:':-:-:-:-:-:-:-:-:-:':-:-: <<-:-:-:-:-:-:-:-:-:.:-:-:-:-:-:-:-:-:-:-:-:.:-:-:-:-: :-:-:-:-:-:-:.:-:-:-: .-: ,'. .'. . .-:-::-.. . .... : . : .-:'. :-. . . ..... .'. . .... . .-:-:-:." .....,..... ...... ..... ...... . .......... ....... ......... ......... ..... ....... :::::::::::::::::: :07~a:: fO:::::: ::::::::::::: 06~09:: FP::::::::::::::::::: :097:io: :FO:::::::::::::::::::: :10':11:: :FO::::::::::::' NEIGHBORHOOD TRAFFIC CALMING MEASURES 9435 RlHlstablish fund for neighborhood traffic calming which requires modifications of the roadway. Certain criterla must be met before funds are used. Funding as needed durlng year. This restores the program which was not funded as a budget savings. Project Cost SAFE ROUTES TO SCHOOL. GARDEN GATE & SIGNAL UPGRADE AT STELLING/GREENLEAF 9549 Install sidewalks where gaps exist on Stelling Rd., Greenleaf Dr. and on Ann Arbor Ave. to provide a safe route to Garden School. Also includes traffic signal upgrade at Stelling/Greenleaf. This is a Grant project yet to be funded. City Share of Project Cost Grant Share of Project Cost Total Project Cost YELLOW & PED HEAD LED TRAFFIC SIGNAL UPGRADE 9547 This project would re-Iamp all of the yellow & ped head indicators with light emitting diode or LED In all of the traffic signals. This is the last two years of the four-year plan for changing all of the indicators to LED. Project Cost COUNTDOWN PED HEADS 9547 This project is for the re-Iamping of existing ped traffic signal unKs with LED countdown units throughout the City. The Countdown feature advises pedestrlan time provided andlor remaining to cross the street. CurrenUy 5 intersections have been completed. 50 Intersections remain to be completed. These funds will complete 20 intersections. Project Cost tv VI 0\ 50,000 GT 47,500 GT 427,500 TG 475,000 55,000 GF 30,000 GF 50,000 GF 50,000 GF 50,000 GF ......... ..,.,.. ..... . ... :::::::::::::::: :uN~()c;RAMriAEli:'.'" :1'~12::fQ :cURRENT:D61~RS:: r~t=flP:.FA~I:LI:rll:$. ............ ....... ........... . STEVENS CR. BL VD.lSR 85 ON RAMP X WALK 9552 This project would improve the crosswalks at the Stevens Creek BI. And SR 85 NB off ramp. This is part of a Hazard Elimination Safety Program thru Caltrans. City's Share of Project Cost Grant Share of Project Cost Total Project Cost LAWRENCE EXPPWY.lMITTY XING (CUPERTINO'S SHARE) 9551 N VI -....) City's share of project identified from the County-wide Expwy. Study to upgrade the pedestrian Crossing at Milly and Lawrence Expwy. to connect to the City's recently completed San Tomas Aquino- Saratoga Creek Trail. The majority of the funding will be provided by the County with a similar share from the City of San Jose. Project Cost OeANZA BLVD.lMcCLELLAN SIGNAL MODS. This project would involve relocating two 55' mast arms and poles from the near side to the far side of the intersection, and related electrical, concrete and striping work. Project Cost ::t)7~O~.~O::: : 7,500 GF 67,500 TG 75,000 75,000 GF 200,000 DV :::: <> f.IVE. Y"I:AR;>pgQGMM :Q$':O~l'=p. .. l)$:iOFD >>>:10~11>FD . .... . . . . . . . . . . . . . . . . .. .. . .. ........ . yt:J\~{)<3FV\~fY1E;[).... . iifP CWRRENt{)9~1j.;R$ TMfF:fP::F:A~lqTi~$:::::::::::::::::::::::::::::: SVITS EXTENSIONS (FO CABLE & BOXES) 9555 This project would inslall cable and boxes to connect City traffic facilities to Regionallnlelllgenl Transportation System. (ITS) Total Project Cost VARIOUS TRAFFIC SIGNAUINTERSECTION MODS. This project would involve minor upgrades to various traffic signals Citywide. This project would also upgrade 4 existing lighted crosswalks Project Cost tv Vl 00 )<<:>>::::///..:<<<<<<F~Yt?'1~~~..\~g(S~~~ . 07..08..F.D . . . .. .........Os:;09;..FD.. .... .. .....l}9.H). FD.. . .......... ..JO..11.F.[).. 15,000 GF 75,000 GF Y.~P.~8~~~t0~D.:::: :::::::Jl~12::F.I): CURRENr:D.()LLA~S STORM::ORAlt~r:SUM:MARY::::::::::::::::::::::::::: FtVE::YEAR::PROGRAM:::::::::::: lJN~~9~~rY\~j;;~::::;: .. ,", ...... ..... ..... ...... ,', .............. .................. ,", ................................ .... ................ ......... .......... .................... ...'........ ::o1i.OiC:::::: :::::::: ::::::: ::::::; :ri8~09 .............................................................................10.11... :::::;::::::::::::::j;j~~~: ~WRR~Nr:~~lAj:{~:: ........" . ...,........ ..... ::::::::::::::::::::::::::::::::~1Q::::::::::::::::::::::::::::::::::..::....::: ..,... ........... SVMMARY::Of::FV~OING:$QURCaS::::::::::::: .. GF=GENERAL FUND 155,000 25,000 RC=RECREA TION FUND GT=GAS TAX EI=ENVIRONMENTAL IMPACT PD=PARK DEDICATION SD=STORM DRAIN 1 ,000,000 75,000 75,000 75,000 75,000 RA=RESERVE ACCOUNT TG=TRANSPORT A TION GRANT FUND PG=PARK GRANT DV=DEVELOPER CONTRIBUTION ------------------ ---------------- -- ----- STREETS TOTAL 1 ,155,000 100,000 75,000 75,000 75,000 SUMMARY OFPROGRAMS' . . . . . . . . . . . . . . . . . . . . . . . . . ,', ..... .........::.:..:: ,',. .:... ........ ,':::::::::::::::::::::::::::::::::::::::::::::::::: MINOR STORM DRAIN IMPROVEMENTS 75,000 75,000 75,000 75,000 75,000 MONTA VISTA STORM DRAINAGE SYSTEM 800,000 MASTER STROM DRAIN PLAN UPDATE 30,000 BOLLINGER BIKE LAN ES/CALABAZAS CR. BRIDGE 250,000 25,000 --- ------------------ ----------------- ---~---- TOTAL 1 ,155,000 100,000 75,000 75,000 75,000 SUMMAR~{Of::OPERATING:MA1NTENANce:::::::::: h. OM=OPERATING MAINTENANCE tv VI '-0 S:T'.O. 'RM:::O. .RA. .'IN:::: ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::FIV. E::Y."EA.' :R::PRO. G. :RA' ..M . : .'. :'. . . ... . . : ::: . ... . . ... . . : ..::: :.:::::::::':::::::::::':::::::::':::::::::':::::::::':::->:::'::::::::::::::. ::. ::. : . . ::: ..: . . .'. . .'. ::. ::: ... . . .'. . ... . . ... . . . :::::::::::::::::: Qi~o.a:: f:D.:::::::::::::::::::: oo~oo: :j;:o::::::::::::::::::: :O9.~1 Q: :1"0:::::::::::::::::::: :f.O~f. i:: fo.::: MINOR STROM DRAIN IMPROVEMENTS 9612 Funding for emergency drainage repairs as needed in various locations Project Cost MONTA VISTA STORM DRAINAGE SYST. 9620 Installation of storm drainage system in Monta Vista Area. Lines to be installed on Orange Avenue and Byrne Avenue. Design and Construction MASTER STORM DRAIN PLAN UPDATE The Master Storm Drain Plan was last updated in 1993, this update would evaluate the existing system and make recommendations, including fee updates. Design and Construction BOLLINGER BIKE LANES/CALABAZAS CR. BRIDGE 9443 City's share to widen bridge for bicycle lanes over Calabazas Cr. at Bollinger Rd. in partnership with Santa Clara Valley Water District. Project to be managed by SCVWD. Total Project Cost tv 0\ o 75,000 SO 75,000 SO 75,000 SO 75,000 SO 800,000 SO 30,000 SO 155,000 GF 95,000 SO 250,000 25,000 GF V~ROG~MI;D:::::: :1:1~1i PO tURRENtOQLiARS:: 75,000 SO qt~lF~NQ:l;l)J~~9J:t;~r$<<<<><<>>< ... . . . . . . .;. . . . . . . . . . . . <<fIYfS?(:fSAR::P:R9:G~IVI: . :::::::::: :01~08: :ftf::::::::::: ::: ::: :00':09 :FD::::::::::::::::: :::09':'10::rn:::::::::::::::::: :10~11:: :FD::::: ::::: :11~12: :Fti:: PARKS Rancho Rinconada Park Construction Stevens Creek Corridor Park (Phase 2) 2,000,000 3,000,000 BUILDINGS City Hall Remodel with Seismic/ADA Fire Code Upgrades (Essential Building) 3,000,000 TRAFFIC FACILITIES tv 0'1 - Memorial Park Sidewalk Enhancements on SCB Pedestrian Enhancement on Overpasses 150,000 350,000 STORM DRAINAGE Bubb/McClellan Storm Sewer Upgrade 750,000 2,000,000 TRAILS New and Carryover Budget Version Proposed Five Year Capital Improvement Program Current Carryover New Total Fund Description 2006-07 2007-08 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 9100 Parks 580-9121 Memorial Park Softball Field Renovation 20,000 230,000 230,000 420-9122 Sterling Barnhart Park Acquisition 1,000,000 1,000,000 580-9123 Library Field Renovation 100,000 100,000 420-9124 McClellan Ranch Facility Improvements 45,000 672,000 717,000 420-9125 Stocklmeir Property Preservation 35,000 15,000 15,000 New Projects 420-9126 Sterling Barnhart Park Construction 10,000 40,000 40,000 800,000 580-91 xx Sports Center Soundwall Replacement 350,000 420-9127 Lawrence & Mitty Park (Saratoga Creek) 1,500,000 1,500,000 420-9128 Veteran's Memorial 55,000 0 Total 65,000 1,430,000 2,227,000 3,602,000 1,150,000 0 0 0 9200 Buildings 420-9229 City Hall Emergency Power/Electrical System 40,000 370,000 30,000 400,000 420-9236 Sports Center Tennis Court Lighting 50,000 200,000 250,000 420-9232 Library Improvements & Upgrades 20,000 100,000 100,000 420-9234 Monta Vista Park Building Replace HVAC System 60,000 90,000 90,000 420-9235 Service Center Security Gate 50,000 50,000 New Projects 420-9237 Quinlan Center Fountain Repair 20,000 130,000 150,000 280,000 tv 420-9238 Library Court Yard Modifications 50,000 50,000 0'\ w 420-9xxx Green Project - to be identified 500,000 420-9231 Sports Center Upgrade and Pool Demolition 500,000 500,000 Total 140,000 790,000 930,000 1,720,000 500,000 0 0 0 9400 Streets 270-9450 Pavement Management 2,808,000 750,000 750,000 750,000 750,000 750,000 750,000 270-9450 Pavement Management - STP Portion 529,000 372,000 372,000 270-9451 Curb, Gutter and Sidewalk Repairs 500,000 750,000 750,000 750,000 750,000 750,000 750,000 270-9453 City Monument Signs Replacement 50,000 (50,000) 0 100,000 270-9452 Rancho Rinconada Street Study 100,000 (100,000) 0 100,000 Total 3,837,000 150,000 1,722,000 1,872,000 1,700,000 1,500,000 1,500,000 1,500,000 Finance Department Reference Sheet New and Carryover Budget Version Proposed Five Year Capital Improvement Program Current Carryover New Total Fund Description 2006-07 2007-08 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 9500 Traffic Facilities 270-9435 Neighborhood Traffic Calming Measures 5,000 50,000 50,000 420-9549 Safe Routes to School-Garden Gate & Signal Upgrade 475,000 475,000 at Stelling/Greenleaf (Grant Pending) 420- Yellow and Ped Head LED & Traffic Signal Battery 9547/9550 Backup System 65,000 83,000 (28,000) 55,000 30,000 420-9547 Countdown Ped Heads 150,000 (100,000) 50,000 50,000 50,000 420-9551 Lawrence Expwy.lMitty Xing (Cupertino Share) 75,000 75,000 420-9552 Stevens Cr. Blvd/SR85 on Ramp x Walk Improv(HES) 75,000 75,000 420-9555 SVITS Extensions (FO Cable & Boxes) 35,000 15,000 15,000 420-9556 Remove Traffic Sig. Flashing Red L T Arrows(4 Lctns) 60,000 New Projects 420-9557 DeAnza/McClellan/Pacifica Signal Modification 200,000 200,000 420-9558 Various Traffic Signal/lntersection Modifications 75,000 75,000 Total 165,000 833,000 237,000 1,070,000 80,000 50,000 0 0 9600 Storm Drainage 210-9612 Minor Storm Drain Improvements 118,000 75,000 75,000 75,000 75,000 75,000 75,000 215-9620 Monta Vista Storm Drainage Syst. 134,000 920,000 (120,000) 800,000 210-9612 Master Storm Drain Plan Update 30,000 30,000 270-9443 Bollinger Bike Lanes/Calabazas Cr. Bridge 90,000 155,000 95,000 250,000 25,000 tv Total 342,000 1,105,000 50,000 1,155,000 100,000 75,000 75,000 75,000 0"1 ~ Major Projects 428-9449 Mary Avenue Bicycle Footbridge 8,165,000 8,165,000 427-9112 Stevens Creek Corridor Park (Phase I & II) 1,800,000 2,573,000 6,236,000 8,809,000 1,000,000 500,000 Total 1,800,000 10,738,000 6,236,000 16,974,000 1,000,000 0 500,000 0 Total Capital Improvement Program 6,349,000 15,046,000 11,402,000 26,393,000 4,530,000 1,625,000 2,075,000 1,575,000 Total Outside Revenue Share 2,105,000 13,113,193 1,755,915 14,869,108 1,350,000 825,000 825,000 825,000 Net City General Fund Funding 4,244,000 1,932,807 9,646,085 11,523,892 3,180,000 800,000 1,250,000 750,000 Expenditures Bv Fund 210 Storm Drain 118,000 30,000 75,000 105,000 75,000 75,000 75,000 75,000 215 Storm Drain-Monta Vista 134,000 920,000 -120,000 800,000 0 0 0 0 270 Transportation 3,932,000 355,000 1,817,000 2,172,000 1 ,725,000 1,500,000 1,500,000 1,500,000 420 CIP 345,000 2,673,000 1,894,000 4,512,000 1,380,000 50,000 0 0 427 Stevens Creek Corridor Park 1,800,000 2,573,000 6,236,000 8,809,000 1,000,000 0 500,000 0 428 Mary Ave Bicycle Footbridge 0 8,165,000 0 8,165,000 0 0 0 0 580 Recreation 20,000 330,000 0 330,000 350,000 0 0 0 6,349,000 15,046,000 9,902,000 24,893,000 4,530,000 1,625,000 2,075,000 1,575,000 Finance Department Reference Sheet New and Carryover Budget Version Proposed Five Year Capital Improvement Program Current Carryover New Total Fund Description 2006-07 2007-08 2007-08 2007-08 2008-09 2009-10 2010-11 2011-12 Diff 0 0 1,500,000 1,500,000 0 0 0 0 Outside Revenue Share Bv Fund 210/215 Storm Drain 57,000 950,000 -45,000 905,000 75,000 75,000 75,000 75,000 270 Transportation 968,000 150,000 1,025,000 1 ,175,000 925,000 750,000 750,000 750,000 420 CIP 0 495,000 485,915 980,915 0 0 0 0 427 Stevens Creek Corridor Park 1,080,000 2,720,000 (40,000) 2,680,000 0 0 0 0 428 Mary Ave Bicycle Footbridge 0 7,298,193 0 7,298,193 0 0 0 0 580 Recreation 0 0 330,000 330,000 350,000 0 0 0 2,105,000 11,613,193 1,755,915 13,369,108 1,350,000 825,000 825,000 825,000 Diff 0 1,500,000 0 1,500,000 0 0 0 0 General Fund Fundinq bv Fund 210/215 Storm Drain 195,000 0 0 0 0 0 0 0 270 Transportation 2,964,000 205,000 792,000 997,000 800,000 750,000 750,000 750,000 420 CIP 345,000 2,178,000 1,408,085 3,531,085 1,380,000 50,000 0 0 427 Stevens Creek Corridor Park 720,000 (147,000) 6,276,000 6,129,000 1,000,000 0 500,000 0 428 Mary Ave Bicycle Footbridge 0 866,807 0 866,807 0 0 0 0 580 Recreation 20,000 330,000 -330,000 0 0 0 0 0 4,244,000 3,432,807 8,146,085 11 ,523,892 3,180,000 800,000 1,250,000 750,000 tv Diff 0 -1,500,000 1,500,000 0 0 0 0 0 0'\ Vl GF Trf per Fund Trend 8,239,000 4,380,000 1,050,000 1,250,000 750,000 270 Replace GF match w/Gas Tax for PMP STP 42,000 270 Replace GF match w/Gas Tax for City Monument Signs 50,000 Total 8,281,000 4,430,000 1,050,000 1,250,000 750,000 Diff 134,915 1,250,000 250,000 0 Finance Department Reference Sheet