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Budget 2021-2022 Table of Contents Table of Contents 1 Introduction 7 City Organizational Chart 8 Directory of City Officials 10 Commissions and Committees 11 GFOA Distinguished Budget Presentation Award 12 CSMFO Operating Budget Excellence Award 13 Resolutions 14 Budget Message 23 Budget Message 25 Strategic Goals 28 Notable Accomplishments 31 New Initiatives 39 Budget Overview 43 Budget Guide 57 Our Mission 59 Elements of the Budget Document 60 Glossary of Budget Terminology 62 Commonly Used Acronyms 65 Revenues, Expenditures, and Fund Balance Table 67 Community Profile 69 History 71 Community Economic Profile 73 City Profile 75 Education 78 Programs and Applications 80 Community Statistics 83 Community and Recreation Services 85 Things To Do and See 87 Financial Policies 89 Annual Budget Process 91 Structure of City Finances 93 Fund Structure 95 FY 2021-22 Adopted Budget Table of Contents 1 Revenue Policies 98 Expenditure Policies 99 Capital Improvement Policy 100 Information Technology Replacement and Capitalization Policy 101 Pension and Retirement Funding Policy 103 Long Term Financial Stability Policies 104 Committed,Unassigned Fund Balance, and Use of One Time Funds Policy 105 Investment Policy 108 Community Funding Policy 109 Appropriations and Legal Debt Limit Margin I I I Financial Schedules 113 Financial Overview by Fund 114 Flow of Funds Chart(Sankey) 115 General Fund Contribution Schedule 117 Fund Balance Report 121 General Fund Summary 122 General Fund Revenues 123 General Fund Revenue Comparisons with Other Jurisdictions 139 General Fund Expenditures 142 General Fund Transfers 145 General Fund Fund Balance 146 All Funds Summary 148 General Fund Forecast 155 All Funds Forecast Schedules 179 Council and Commissions 189 Department Overview 191 City Council 197 Community Funding 199 Sister Cities 202 Technology, Information&Communications Commission 204 Library Commission 206 Fine Arts Commission 208 Public Safety Commission 210 Bicycle and Pedestrian Commission 212 Parks and Recreation Commission 214 Teen Commission 216 FY 2021-22 Adopted Budget Table of Contents 2 Planning Commission 218 Housing Commission 220 Sustainability Commission 222 Audit Committee 224 Administration 227 Department Overview 229 City Manager 243 Sustainability 246 Office of Communications 249 Multimedia 251 Public Access Support 254 Community Outreach and Neighborhood Watch 256 Office of Emergency Management 259 Economic Development 262 City Clerk 264 Duplicating and Mail Services 266 Elections 268 City Manager Contingency 270 City Attorney 272 Law Enforcement 275 Department Overview 277 Law Enforcement 283 Interoperability Project 285 Code Enforcement 287 Innovation and Technology 289 Department Overview 291 Innovation&Technology Administration 301 Video 304 Public Access Support 306 Applications 308 Infrastructure 312 GIS 315 Administrative Services 319 Department Overview 321 Administrative Services Administration 329 Accounting 331 FY 2021-22 Adopted Budget Table of Contents 3 Business Licenses 333 Human Resources 335 Retiree Benefits 338 Insurance Administration 340 Workers Compensation Insurance 342 Short Term and Long Term Disability 344 Compensated Absences 346 Parks and Recreation 349 Department Overview 351 Recreation Administration 358 Park Planning and Restoration 362 Library Services 364 Administration 366 Cultural Events 368 Facilities 370 Community Outreach and Neighborhood Watch 372 Administration 374 Youth Teen Recreation 376 Senior Center 378 Teen Programs 380 Neighborhood Events 382 Park Facilities 384 Administration 387 Blackberry Farm Golf Course 389 Outdoor Recreation 391 Sports Center Operations 393 Disaster Preparedness 395 Community Development 397 Department Overview 399 Community Development Administration 407 Current Planning 410 Mid and Long Term Planning 413 Annexations 417 Economic Development 419 CDBG General Admin 422 CDBG Capital/Housing Projects 424 FY 2021-22 Adopted Budget Table of Contents 4 CDBG Public Service Grants 426 BMR Affordable Housing Fund 428 Human Service Grants 431 General Building 433 Building Plan Review 436 Building Code Enforcement 439 Muni Code Enforcement 442 Code Enforcement 444 Public Works 447 Department Overview 449 Public Works Administration 465 Resource Recovery 468 Non-Point Source 472 Storm Drain Maintenance 475 Plan Review 477 CIP Administration 481 Service Center Administration 483 McClellan Ranch Park 486 Memorial Park 488 BBF Ground Maintenance 490 School Site Maintenance 493 Neighborhood Parks 496 Sport Fields Jollyman, Creekside 499 Civic Center Maintenance 502 Storm Drain Maintenance 504 Sidewalk Curb and Gutter 506 Street Pavement Maintenance 508 Street Sign Marking 511 Street Lighting 513 Equipment Maintenance 516 Environmental Materials 518 Overpasses and Medians 520 Street Tree Maintenance 522 Sheriff Work Program 525 City Hall Maintenance 527 Library Maintenance 530 FY 2021-22 Adopted Budget Table of Contents 5 Service Center Maintenance 532 Quinlan Community Center Maintenance 535 Senior Center Maintenance 537 McClellan Ranch Maintenance 539 Monta Vista Community Center Maintenance 541 Wilson Park Maintenance 543 Portal Park Maintenance 545 Sports Center Maintenance 547 Creekside Park Maintenance 550 Community Hall Maintenance 552 Teen Center Maintenance 555 Park Bathrooms Maintenance 557 Blackberry Farm Maintenance 559 Franco Traffic Operations Center 562 Traffic Engineering 564 Traffic Signal Maintenance 567 Safe Routes 2 School 569 Minor Storm Drain Improvement 572 Fixed Assets Acquisition 574 Non-Departmental 577 Department Overview 579 General Fund Transfers Out 583 Tree Fund Transfers Out 585 Capital Reserve Transfers Out 587 Facility Lease Debt Service 589 Appendix 593 Personnel Schedule 595 CIP Schedule 597 FY 2021-22 Adopted Budget Table of Contents 6 Introduction FY 2021-22 Adopted Budget Introduction 7 This page intentionally left blank. FY 2021-22 Adopted Budget Introduction 8 City Organizational Chart Citizens of Cupertino City Council Committees and Commissions City Treasurer City Attorney City Manager's (Director of Office Administrative services) Disaster Sustainability Community Outreach City Clerk Office of and Neighborhood Preparedness Programs watch Communications Law Enforcement Administrative CommunityParks and Innovation and Santa Clara Count Public Works Multimedia Sheriffs-Contract) Services Development Recreation Technology Recreation and Development Capital inance and Budge Building Education Services Improvement Infrastructure GIS Program Human Resources Planning Sports,Safety,and Environmental Transportation Applications utdoorRecreatio Programs Business and Code Enforcement Community Service Center Services Housing Facilities and Fleet Trees and ROW Streets Grounds Economic Development Directory of City Officials City Council 1 I Darcy Paul Liang Chao Mayor Vice Mayor J Kitty Moore Hung Wei Jon Willey Council member Council member Council member Directory of City Officials Deborah L.Feng—City Manager Dianne Thompson—Assistant City Manager Heather Minner—City Attorney(Contract) Kristina Alfaro—Director of Administrative Services Ben Fu—Director of Community Development Roger Lee—Director of Public Works Joanne Magrini—Director of Parks and Recreation Bill Mitchell—Chief Technology Officer FY 2021-22 Adopted Budget Introduction 10 Commissions and Committees BICYCLE PEDESTRIAN PLANNING COMMISSION TECHNOLOGY, COMMISSION INFORMATION& R"Ray"Wang COMMUNICATIONS Gerhard Eschelbeck Vikram Saxena COMMISSION Erik Lindskog Sanjiv Kapil Jack Carter Muni Madhdhipatla Eliza Du Maanya Condamoor Steven Scharf Mukesh Garg Ilango Ganga Naidu Bollineni PUBLIC SAFETY COMMISSION FINE ARTS COMMISSION Rajaram Soundararajam Eric Shan Prabir Mohanty Diana Matley Hymanand Nellore AUDIT COMMITTEE Janki Chokshi Lakshminarasimha Satish Tare Ankireddipally Angela Chen Esha Rao Tiffany Wang Mingming(Daisy)Liang Sudha Kasamsetty Yvonne Chao Yan(Sophie)Song HOUSING COMMISSION SUSTAINABILITY Liang Chao COMMISSION Kitty Moore Govind Tatachari DESIGN REVIEW COMMITTEE Tess Parish Anna Weber Sue Bose Gary Latshaw Steven Scharf Connie Cunningham Meera Ramanathan Vikram Saxena Siva Gandikota Ram Mohan Muni Madhdhipatla LIBRARY COMMISSION Vignesh Swaminathan ENVIRONMENTAL REVIEW TEEN COMMISSION COMMITTEE Archana Panda Liyan Zhao Arya Srivastava Kitty Moore Sheela Sreekanth Alden Gu R'Ray"Wang Qin Pan Rushil Jayant Dianne Thompson Rahul Vasanth Maple Leung Ben Fu PARKS AND RECREATION Zehra Naqvi Chad Mosley COMMISSION Samikshaa Natarajan LEGISLATIVE REVIEW Anagaa Nathan COMMITTEE Carol Stanek Jay Yeung Xiangchen"Minna"Xu Alex Zhang Liang Chao Gopal Kumarappan Kitty Moore Neesha Tambe Sashikala Begur FY 2021-22 Adopted Budget Introduction 11 GFOA Distinguished Budget Presentation Award GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award PRESENTED TO City of Cupertino California For the Fiscal Year Beoiniine July 1,2020 Executive Director FY 2021-22 Adopted Budget Introduction 12 CSMFO Operating Budget Excellence Award CaCfornia Society of -tunicipaCFinance Officers Cernficate a,f Award Operating Budget Excellence Award Fiscal Year 2020-2021 P•esewted to the Cite of Cupertino For meeting the criteria established to achieve the C:SMFo Excellence Award in Budgeting �•,�i Jamiary'31,2021 L— 31-arcu5 Pituextel Michael 3fanno,Chair CSbiFU President Recognition Catutuittee Dedicated Excellence in lfnnicipal Financial Reporting FY 2021-22 Adopted Budget Introduction 13 Resolutions RESOLUTION NO.21-052 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ADOPTING AN OPERATING BUDGET FOR FISCAL YEAR 2021-22 BY RATIFYING THE ADEQUACY OF ESTIMATED REVENUES AND FUND BALANCES IN EACH FUND TO COVER APPROPRIATED MONIES,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 ratio 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 her estimates of anticipated revenues and fund balances, has determined that estimated revenues and fund balances are adequate to cover appropriations, 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 1: The estimates of available fund balances and anticipated resources to be received in each of the several funds during Fiscal Year 2021-22,as submitted by the City Manager in her proposed budget and amended during the budget study sessions, are sufficient to cover appropriations. Section 2. There is appropriated from each of the several funds the sum of money set forth as expenditures for the funds named in the Fiscal Year 2021-22 Proposed Budget Financial Overview by Fund(Exhibit A),as amended during the budget sessions, and stated 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 her opinion such transfers become necessary for administrative purposes. FY 2021-22 Adopted Budget Introduction 14 Resolution No.21-052 Page 2 Section 4. The Director of Administrative Services shall prepare and submit to City Council quarterly a revised estimate of Operating Revenues. I Section 5. 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 of the City of Cupertino this 15th day of June,2021,by the following vote: Vote Members of the City Council AYES: Paul,Chao,Moore,Wei,Willey NOES: None ABSENT: None i ABSTAIN: None SIGNED: Darcy Paul,Mayor Date City of Cupertino ATTEST: / Kirsten Squarcia,City Clerk Date r, A i, S ti FY 2021-22 Adopted Budget Introduction 15 Resolution No. 21-052 Page 3 FISCAL YEAR 2021-22 ADOPTED BUDGET FINANCIAL OVERVIEW BY FUND SaI-Tax $ 27,855,559 $ - $ - $ - $ - $ - $ 27855,559 Property T- § 27,840,341 $ - $ - $ $ - $ - $ 27,840,341 Transient Occupancy § 3,000,000 $ - $ - $ $ - $ Utility Tax $ 3,245,447 $ - $ - $ $ $ - $ 3,245,447 Franchise Fees $ 3.380,966 $ - $ $ - $ - $ - $ 3,360,986 Other Tames $ 1,248.720 $ 3.691,092 $ $ $ $ - $ 4,939,812 Umnses&Permits $ 3.140.195 $ - $ - $ - $ - $ - $ 3.140,195 Use of Momey&Property $ 1.249.220 $ 4,205 $ - $ $ 693,000 $ $ 1,946,428 Intergovernmental $ 5,093,946 $ 3,468,030 $ - $ - $ 14,000 $ - $ 8,575.9176 Cl-ges for Services $ 12047,922 $ 1,547,078 $ - $ - $ 5.217,578 3 4,678,201 $ 23,490,779 Fines&Forfeitures $ 225,000 $ 10,000 $ $ - $ - $ - $ 235,040 Wi Vane- $ 1,000.555 $ 87,057 $ $ - $ 10,000 $ - $, L097,612 Transfers l n%_Fina ncing U scs $ 320,000 $ 6,457,SM $ L621,000 $ $ 886,801 $ 2,009,198 $ 14294,823 TOTAL REVENUE$ 09,647,091 $ 15,265,209 $ 2,621M $ - $ 6,B21,379 $ 6,687,399 $ 121,042,958 Sp.121 Revenue Debt Straka Capital Projat Emleaprise Inleamal Smift 2021-22.Adopted Employee Compensation $ 21,806,721 $ 1,772.223 $ - $ - $ 1.971.811 $ 1,736.052 $ 27,186,807 Employee Benefits $ 10,154,044 $ 905,260 $ - $ - $ 647,092 $ 2,015,467 $ 13,721,863 Materials $ 6,639,523 $ 959,847 $ $ - $ 417,242 $ 1,093.356 $ 9,109,968 C-L-t5ezv1ces $ 23,773,121 $ 1,451,016 $ $ 175,000 $ 4,303,179 $ 1,431,641 3 31,688,957 Cost At..tiun $ 11,948,062 $ 1,325,945 $ - $ - 3 1,034,107 $ 60,817 $ lC368,931 Capital Outlays $ - $ 1000,000 $ $ $ - $ - $ 1,000,000 Special Frgects $ 3,221,800 $ 3,900,000 $ - $ - $ 229,000 $ 1,418,300 $ B,769.100 Contingencies $ 426,779 $ 36,733 $ $ - $ 134,527 $ 72,910 $ 670,949 Transfers Out $ 11,251,984 $ 381,000 $ - $ - $ - $ - $ 11,632,984 U.bt Scrvicc/Oh Ucs $ 545,000 $ $ 4676,000 $ $ 275,159 $ %9,469 $ 4,465,628 TOTALEWENDITUKE5$ 89,767,0334 $ 11,732p24 $ 2,676,$00 $ 175,$00 $ 9,417,117 $ 8,848,012 $ 122,615,137 Net Increase SDecreasel In Fund$ M9,143) $ 3,523,265 $ I5 bm $ a75,M) $ (2,595,738)$ 12,160,613)$ 11,572,229) Balance/Retained Earnings FY 2021-22 Adopted Budget Introduction 16 RESOLUTION NO.21-053 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ADOPTING A CAPITAL IMPROVEMENT BUDGET FOR FISCAL YEAR 2021-22 BY RATIFYING THE ADEQUACY OF ESTIMATED REVENUES AND FUND BALANCES IN EACH FUND TO COVER APPROPRIATED MONIES,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 ratio 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 has independently studied the Proposed CIP and has determined that the CIP is exempt from environmental review pursuant to the exemption in Title 14-California Code of Regulations,§15061(b)(3),and§15378,in that it can be seen with certainty that there is no possibility that this CIP budget action will have a significant effect on the environment due to the approval of the budget, and does not involve approval of any specific project that may have a significant effect on the environment. Each project of the Proposed CIP projects will be evaluated for the application of CEQA to it and,as applicable,each project will conduct the appropriate level of environmental analysis. i WHEREAS, the City Council, using its independent judgment, before taking action on this Resolution,determines that the CIP is exempt from CEQA as stated above; NOW,THEREFORE,BE IT RESOLVED that the City Council does hereby adopt the following sections as a part of its fiscal policy: Section 1: The estimates of available fund balances and anticipated resources to be received in each of the several funds during Fiscal Year 2021-22,as submitted by the City Manager in the proposed budget and amended during the budget study sessions, are sufficient to cover appropriations. FY 2021-22 Adopted Budget Introduction 17 Resolution No.21-053 Page 2 Section 2. The Director of Administrative Services shall prepare and submit to City Council quarterly a revised estimate of Capital Improvement projects. Section 3. The Director of Administrative Services is hereby authorized to carry over, from the prior fiscal year, unexpended appropriations for Capital Improvement projects. f Section 4. 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 of the City of Cupertino this 1511,day of June,2021,by the following vote: Vote Members of the City Council AYES: Paul,Chao,Moore,Wei,Willey NOES: None ABSENT: None ABSTAIN: None SIGNED: 713 lzo z/ Darcy Paul,Mayor Date City of Cupertino ATTEST: Kirsten Squarcia,City Clerk Date FY 2021-22 Adopted Budget Introduction 18 Resolution No.23-053 Page 3 FISCAL YEAR 2021-22 ADOPTED BUDGET FINANCIAL OVERVIEW BY FUND Revenue Categorim Ge—�I I nd Fund Fu nd Funds Funds fund, Budgel Total Sales Tax Property Tax $ - $ It $ $ - $ $ Transient Occupancy $ - $ - $ $ $ - Ii - $ utility Tas $ - $ - $ - $ - $ $ $ Fra—hise Fees $ - $ - $ - $ - $ - $ - $ - 011—Taxes Licenses&Permits Use of Money&Property $ - $ $ - $ - $ - $ - g Intergovernmental $ $ $ $ 385,952 $ - $ - $ 385,952 C'I ages for Services $ - $ - $ - $ - $ - -$ - $ - Fmes&Forfeitures $ - $ - $ - $ - $ Miso=llaneous Transf—]Zhcr Financixiv 11scs $ $ 3.865.000 $ $ 7,557,048 $ $ $ 11,422,043 TOTAL REVENUE $ - $ 3,865,000 $ - It 7,943,000 $ - Ii - $ 11,808,000 Apijuopriadon Calegorin General Fund Fund Fund F—d, Fund, Fun ds Budget ro!.� Employee Compensation $ $ $ . $ - $ - $ - $ Errployee8—flits $ $ $ . It $ - $ - $ M a tcrials $ $ $ - $ - $ - $ $ _ Contract Services It - $ - $ - 8 615,000 $ _ $ g 615,000 Cost Allocation $ - $ $ - $ - Capital Outlays $ $ 6,865,000 $ $ 7,328,000 Special Projects $ - $ $ $ - $ Crntingencies $ - $ $ - $ Transcess Our $ - $ $ - $ 11,422,048 $ - $ $ 11,422,d18 ❑cht Sc-io,/Otlmr uses It $ $ 1 5 $ $ TOTAL EXPENDITURES$ - $ 6,84000 $ - $ 19,365,048 $ - $ - $ 2b,230,048 Net Increase{Decrease)in Fund $ $ 43,000,0001$ - $ 471,422,0981$ $ - S {141,422,04K 8a1_eelRetained Earnings FY 2021-22 Adopted Budget Introduction 19 RESOLUTION NO.21-054 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ESTABLISHING AND ADOPTING THE APPROPRIATION LIMIT IN THE AMOUNT OF$114,666,491 FOR FISCAL YEAR 2021-22 WHEREAS, the State of California has adopted legislation requiring local jurisdictions to calculate their appropriation limits in complying with Article XIII B of the State Constitution;and I i WHEREAS, pursuant to Proposition 111, passed by the voters of California on June 5,1990,said limits are determined by an adjustment formula based upon change in population, (either city or county), combined with either the change in inflation j (California per capita income) or the change in the local assessment roll due to local nonresidential construction;and i WHEREAS,the local governing body is required to set an appropriation limit each year by adoption of a resolution;and WHEREAS,the city/county population percentage change over the prior year is .99%/-.56%respectively,and the California per capita personal income change is 5.73%;and WHEREAS, In computing the 2021-22 limit based upon the adjustment factors provided pursuant to Proposition 111, the City Council has elected to use the county population percentage change along with the California per capita income change,but the Council expressly reserves the right to use the non-residential assessed valuation percentage change when the figure is available. I NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Cupertino hereby approves a 2021-22 fiscal appropriation limit of$114,666,491,based on Proposition 111 guidelines allowing for use of the county population percentage change along with the California Per Capita Personal Income change to adjust base year appropriations. BE IT FURTHER RESOLVED that the City Council of the City of Cupertino hereby reserves the right to use the non-residential assessed valuation percentage change when the figure is available. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 151h day of June,2021,by the following vote: FY 2021-22 Adopted Budget Introduction 20 Resolution No.21-054 Page 2 Vote Members of the City Council AYES: Paul,Chao,Moore,Wei,Willey NOES: None ABSENT: None ABSTAIN: None SIGNED: -7l-7I-Z.z / Darcy Paul,Mayor Date City of Cupertino ATTEST: July 15, 2021 Kirsten Squarcia,City Clerk Date I FY 2021-22 Adopted Budget Introduction 21 This page intentionally left blank. FY 2021-22 Adopted Budget Introduction 22 Budget Message FY 2021-22 Adopted Budget Budget Message 23 This page intentionally left blank. FY 2021-22 Adopted Budget Budget Message 24 Budget Message May 1,2021 To the Residents of Cupertino,Honorable Mayor,and Members of the City Council: The cover of this budget depicts a cherry blossom tree.I chose this image for a specific reason. Years ago, our Sister City in Toyokawa, Japan gifted the City of Cupertino with numerous cherry blossom trees. They were planted in Memorial Park where quite a few can still be found today. An homage to friendship,collaboration,and the human spirit. Cherry blossom trees bloom in the spring,their petals floating through the air like snow,painting the ground with color. The trees are symbols of the beauty and fragility of life. I cannot think of a more apt representation of what we all have experienced during the pandemic. The last year and a half not only upended our personal lives,it upended this organization's budget,services, and programs.Everything and all of it. But we've persevered. The budget stabilized, services continued, and programs returned. Vaccines are here and some shades of normalcy are expected to return. But life may not look like it did before the pandemic began and that will be reflected in everything we do,including this budget. Cherry blossom trees also represent a time of renewal. As we put the worst of the pandemic behind us, and as we begin to look forward,we are left with one question:What comes next? I am pleased to present the City Council with a balanced budget for Fiscal Year 2021-2022. The Adopted Budget presents a General Fund with revenues of$89.6 million and expenditures of$89.8 million. I am proud of the tremendous efforts our City has and continues to put forth toward mitigating the impacts of the COVID-19 pandemic. Although the City remains fiscally well-positioned, there is much uncertainty as we move toward a recovery. This organization has a long history of cautious budgeting. It has worked to our benefit over the years and I see no reason to change our approach. For example, the City went into the FY 2020-21 budget process with eyes wide open. Although we could not pinpoint the exact spots where the pandemic would affect our budget,we knew that proactive steps needed to be taken. So the City's FY 2020-21 Adopted Budget included budget reductions to mitigate the expected financial impacts of the pandemic. These strategies, along with unexpected increases in sales tax revenues, have allowed the City's General Fund to maintain healthy reserves and enabled the opportunity to recommend projects that were deferred in last year's budget. While we move forward with optimism, it will take some time before we can see the full picture of our revenue stream with the effects of the pandemic. The City's top three revenue sources have historically been property, sales, and transient occupancy taxes.While this will continue to be true for both property and sales tax, transient occupancy taxes have been significantly impacted by the lack of travel and the effects of the telework environment. FY 2021-22 Adopted Budget Budget Message 25 Sales tax revenues experienced tremendous growth during FY 2020-21 due to increases in business-to- business and online sales. However, we believe this to be a one-time experience due to statewide shelter-in- place orders. Property taxes are anticipated to remain stable in the near-term, but we have yet to identify how potential telework structures might impact these revenues in the long-term. Transient occupancy taxes rely heavily on local business' employees being at the workplace. As a result, potential telework structures will also have a significant impact on these revenues. What does this mean? It's likely that we will see a slight drop in revenue as other cities hit much harder financially begin to recover. The slight drop is expected for a few reasons: • Sales tax revenue will decline as business begin to open and online sales decrease. . Property tax--while stable currently--could be affected as new telecommute policies impact property values in the Bay Area. • Transient occupancy tax is not expected to fully recover until FY 2023-24. And the extent of a "full recovery"is unknown.Like property taxes,we do not fully understand how telecommute policies will impact the demand for City hotels. In short,we are optimistic about a recovery but are aware that it will take time.Patience will be essential. The COVID-19 pandemic has presented challenges for every community and while we focus on addressing these challenges,it is also important to reflect upon the successes along the way. Here is a highlight of two of them: Long-Term Financial Planning The foresight of the City in previous years to focus on investing in healthy reserves is paying off in full. Increases in sales tax revenues and budget reductions in FY 2020-21 have contributed to this planning strategy and will provide additional resources for the City into the future. The City's Economic Uncertainty Reserve remains intact, with $19 million, and may be used to mitigate potential shortfalls in future fiscal years. The City's Section 115 Pension Trust ($18.5 million) also could be used to mitigate potential increases to Ca1PERS' annual required contribution rate or further reductions in the discount rate as set by Ca1PERS. The City's unassigned fund balance remains healthy and will be able to assist in addressing funding gaps. COVID-19 Relief The Coronavirus Aid, Relief, and Economic Security (CARES) Act, passed on March 27, 2020, granted the City with $735,259 to be used to mitigate the financial burden of the pandemic. Additionally, $553,939 in Community Development Block Grant (also known as CDBG) Coronavirus funding was authorized to assist small businesses and tenants at risk of eviction. Effective March 11, 2021, Congress signed the American Rescue Plan Act of 2021 which is estimated to result in additional relief funding of approximately $9.7 million for the City over the next two fiscal years. Most notably, these dollars may be used to backfill revenues that were "lost" due to COVID-19. The City anticipates being able to fully allocate these funds immediately. FY 2021-22 Adopted Budget Budget Message 26 While we continue on the road to recovery and return to some type of normal, the City will monitor the situation and adjust when necessary.I intend on keeping the City Council and our residents fully informed.I understand that having the latest information and up-to-date data will allow for informed decision making. Respectfully Submitted, Deborah L.Feng City Manager FY 2021-22 Adopted Budget Budget Message 27 Strategic Goals On an annual basis, the City Council reviews goals as part of the City's strategic planning process. The City Council's goals for FY 2021-22 are: • Public Engagement and Transparency o Creating and maintaining key conversations and interactions with the Cupertino Community. • Sustainability and Fiscal Strategy o Continuing Cupertino's commitment to building a sustainable and resilient community for future generations. • Housing o Contributing meaningfully and in a balanced manner to the housing inventory in support of our community needs, including affordable housing (from extremely low-income to moderate- income level housing)and addressing homelessness. • Transportation o Providing access to an efficient, safe multi-modal transportation system for our community, and advocating for effective,equitable mass transit in the greater region. . Improving Traffic Flow and Alleviating Congestion • Quality of Life o Furthering the health and well-being of all Cupertino community members. • Air Quality . Public Safety • Recreation . Access to Goods and Services The strategic planning process and City Council goal setting are paramount as they drive the City's annual Work Program. In FY 2021-22, City Council adopted the City Work Program items listed below. The City has created an online dashboard to show status and performance of the City Work Program in real time (gis.cupertino.org/webmap/CityWorkProgram/). Those with budgetary impacts can also be found classified as "special projects" in the item's respective Department narrative section. Some City Work Program items may be from previous fiscal years in which the budgeted amounts will be carried forward into FY 2021-22. Strategic Goal Name Description Department Budget Explore the potential of locating Cupertino store and public incubator center at Public Engagement Cupertino Store at Chamber of Chamber of Commerce or other locations City Manager's and Transparency Commerce with a mutually beneficial agreement, Office/Community unity including potential Cupertino store Development merchandise. Address the needs of seniors in collaboration with the City Council and Commissions. Public Engagement Needs to address include technology and Transparency Senior Strategy resources,housing.food supply, Parks&Recreation $34,000 transportation,and mental and physical health and wellbeing. Explore possibility of additional commissions Public Engagement Consider New Commissions and or committees to address City needs such as and Transparency Committees senior,traffic,transportation,and economic City-wide development. imi Revamping the program to encourage and Public Engagement Revamping Block Leader and allow broad participation,and consider City Manager's Office $1,500 and Transparency Neighborhood Watch Program neighborhood councils. FY 2021-22 Adopted Budget Budget Message 28 Strategic Goal Name Description Department Budget Public Engagement Personal Preparedness Campaign Providing personal preparedness kits to the City Manager's Office $10,000 and Transparency community. J` Public Engagement Roadmap Project Publish process flow chart for public facing Innovation and $0 and Transparency online applications. Technology 10455 Torre Avenue Program,plan,and build facility Sustainability and Improvements-Programming improvements,including seismic,utility, Public Works $3,000,0 Fiscal Strategy and Feasibility(Capital and ADA upgrades for the long-term use of Improvement Program(CIP)) this facility. Sustainability and Single-Use Plastics Ordinance and Adopt an ordinance to address single use Public Works $70,000 Fiscal Strategy Mayor's Cup Challenge Event food service ware items. Encourage compliance by existing Sustainability and Encouraging Dark Sky commercial properties and other Community $10,000 Fiscal Strategy Compliance Development organizations,including school sites. Assess costs,benefits,and opportunities of Sustainability and City Light Transition Assessment transitioning the City's streetlight Public Works $50,000 Fiscal Strategy (CIP) infrastructure from induction to LED fixtures. Sustainability and Climate Action Plan Engage a consultant and commit staff time City Manager's Office $78,000 Fiscal Strategy to development a Climate Action Plan 2.0 L a& Sustainability and Seismic Retrofits and Upgrades to Examine seismic retrofits,upgrades,and Public Works $500,000 Fiscal Strategy Existing City Hall(CIP) remodels to existing City Hall Analyze and recommend options for the Sustainability and Municipal Water System continued operation of the system current Public Works $100,000 Fiscal Strategy and at the end of the lease term with San 4 Jose Water Company. Review preliminary RHNA numbers.Look Housing RHNA related General Plan at strategies for RHNA compliance including Community $295,000 updates and rezoning evaluating sites for potential upzoning,and Development jobs-housing ratio and statistics. rm� Consider options to develop ELI and BMR housing units for Identify ways to build ELI and BMR housing Community Housing Developmentally Disabled $100,000 individuals on City-owned units for developmentally disabled. Development property. Create a jobs program for up to 2 individuals Housing Homeless Jobs Program for 6 months.Could involve a job in City-wide $200,000 maintenance of parks or in Public Works. Draft an Implementation Plan to the Santa Housing City Plan to End Homelessness Clara County Community Plan to End Community $300,000 Homelessness 2020-25 to create a roadmap Development for addressing homelessness in Cupertino. Community shuttle bus 18-month pilot Shuttle Bus Pilot Program program to increase connectivity throughout Transportation Implementation the City,nearby medical locations,and Public Works $1,750,000 Caltrain in Sunnyvale. Work to advance theTMMTfhg projects as submitted to MTC as Transformative Regional Transformative Transit Transportation Projects:1.Stevens Creek Transportation Projects Initiative Corridor High Capacity Transit 2.Highway Public Works 85 Transit Guideway 3.Silicon Valley High Capacity Transit Loop 4.Transit update and ` Funding Strategies. Develop a Vision Zero Policy and Action Transportation Vision Zero Plan to guide policies and programs with the Public Works $0 goal of eliminating fatalities on Cupertino roadways. Utilize the City's Traffic Management Transportation Pilot-Adaptive Traffic Signaling System to test impact of enhanced adaptive Public Works $0 traffic signaling. FY 2021-22 Adopted Budget Budget Message 29 Strategic Goal Name Description Department Budget Utilize the City's Traffic Management Transportation Pilot-Multimodal Traffic Count System and/or IOT equipment to provide Public Works $0 the number of vehicles,pedestrians and bike traffic that moved through a given area. Quality of Life Sign Ordinance Update Update existing provisions,particularly in Community $25,000 the temporary sign regulations. Development Council review existing 5G policy and make alterations as they deem fit.Suggested areas Quality of Life Revisit 5G to explore:1)Spacing between small cell Public Works $250,000 sites and 2)Study the City's ability to mandate multi-tenant small cells. = Monitor and report on Lehigh and Stevens Public Quality of Life Lehigh and Stevens Creek Quarry Creek Quarries.Includes noise and pollution Works/Innovation and $17,500 monitoring for these locations. Technology Memorial Park Improvements Pond Repurposing,Amphitheater Quality of Life Public Works $4,650,000 (CIP) Improvements,Specific Plan Design. Acquire a parcel at Lawrence Expressway and Mitty Ave for trail expansion and park Quality of Life Lawrence Mitty(CIP) development.Development project Public Works $8,270,994 including programming,outreach and design. _ Analyze methods to limit the Community Quality of Life Development Accountability implementation timeline for entitled/future i Development $10,000 projects and encourage development. Amend GP and Code and zoning code td� provide objective standards as identified in Quality of Life Review and Update General Plan 2019-2020 evaluation.Rev-evaluate the Heart Community $ 000,000 (GP)and Municipal Code of the City Specific Plan for sections of the Development plan that could be clarified and updated easily with objective standards. Provide a dedicated webpage with resources Quality of Life Mental Health Support for mental health and emphasize mental Parks&Recreation $10,000 health programming in class offerings. r Create objective design standards for residential and mixed-use residential Residential and Mixed Use Community Quality of Life Residential Design Standards Projects,including ensuring adequate buffers Development $40,000 from neighboring low-density residential development. Quality of Life Study Session on Regulating Identify ways to encourage retail diversity Community $5,000 Diversified Retail Use and vital services. Development mmmll Blackberry Farm Golf Course Determine short-term and long-term Needs Assessment Quality of Life improvements to the golf course and Parks&Recreation amenities. 1W �:Identify additional areas suitable for Quality of Life Dogs Off Leash Area(DOLA) permitting dogs to be off leash and establish Parks&Recreation $5,000 one such area. FY 2021-22 Adopted Budget Budget Message 30 Notable Accomplishments Administration Department Reduce Secondhand Smoke Exposure -In March 2021, Council approved the first reading of an ordinance to reduce secondhand smoke exposure in multi-unit housing, entryways, public events, service areas, and outdoor worksites. This demonstrates the City's commitment to protecting the health of its residents. The ordinance is expected to be adopted by July 2021. Work Program Dashboard -In 2020, the City rolled out its City Work Program Dashboard, which includes progress updates for the FY 2020-2021 City Work Program items. This effort, with the support and collaboration of the City's Innovation & Technology Department, accomplishes the City's goals to increase public engagement and transparency. This Dashboard is updated quarterly and is available on the City Council's webpage(cupertino.org/cityworkprogram). COVID-19 Response and Coordination -In partnership with the County of Santa Clara, the City has provided regular COVID-19 testing, vaccine registration. Cupertino has maintained the lowest rate of cases in the County in part to the community's adherence to social distancing protocols and the City's adaptation to technology. • Regular COVID-19 Test Clinics—1st and 3rd Wednesday of the Month—21 clinic days • Vaccine Registration Fair for those 75 and older . Coordinated Vaccine Appointments for Essential Workers Response to Emergencies- • CZU Fire Complex — August 2020 — The City established a Temporary Evacuation Point (TEP) at Quinlan Community Center to support those evacuated from their homes. • Excessive Heat-Based upon the forecast,the City of Cupertino activated a cooling center at Cupertino Senior Center on September 6 — 9, 2020 from 1:00 p.m. through 8:00 p.m. each day. 100 community members utilized the Cooling Center over four days. Wolfe Road Encampment Resolution - The Cupertino Homelessness Taskforce coordinated an encampment resolution and provided the primary members of the encampment shelter in a motel and storage for personal items for up to six months. Additionally, the City of Cupertino established a temporary, alternate outdoor site for the remaining encampment members to relocate during the COVID-19 shelter in place orders. The members at the temporary outdoor site elected to move to the Abode Services motel. The temporary outdoor site was removed on March 2,2021. Climate Victory Gardens Pilot Program -This City Work Program item involved launching a pilot program to help residents install drought-tolerant gardens, providing direct install services and professional support. The pilot is on track with 29 landscape designs provided to property owners and making progress towards the goal of 20 new gardens by the fall of 2022. Statewide Recognition for Climate Leadership -The City of Cupertino was one of six cities recognized with a Beacon Vanguard Award from the Institute for Local Government (ILG) for achievements in climate action. This is the highest honor a city can achieve in the Beacon Program. The Mayor accepted the award virtually on October 8,2020 at the League of California Cities'Annual Conference. FY 2021-22 Adopted Budget Budget Message 31 Administrative Services Department Virtual Benefits Fair — Implemented with City staff and vendors as well as transitioned to an online open enrollment process. HR Hub —Intranet Hub & Training Management Application - built out this internal City application that provides Organization, Finance, and HR sites. This project also included digitizing 16 high priority HR and Payroll forms,as well as developing the training management system. BEST Training—Transitioned to online registration and training platform. Offered a semester based program with a variety of training programs to assist employees with their professional growth, health and wellness as well as retirement and financial planning. COVID-19— • Provided employee support, coordination, communication, and collaboration across all City Departments through creation of COVID website,all City Town Hall meetings and communications. . Researched, analyzed and implemented Federal, State and local rules and regulations such as contract tracing,creation of new OSHA policies,and related trainings Diversity, Equity, and Inclusion (DED —Brought in key-note speaker, virtual trainings and book club to City staff to increase cultural awareness,knowledge,and communication. CARES Act Funding —The City received $735,259 in CARES Act funding during FY 2020-21. These dollars were strategically allocated toward eligible public safety costs which allowed for additional appropriations allocated for COVID-19 related expenses such as cleaning and sanitation, personal protective equipment, telework equipment,virtual programming,senior meal delivery, and facility enhancements. Certificates of Participation Refinancing —On September 29, 2020, the City's 2020A Certificates of Participation (2020 COPS) were successfully sold in order to refund the City's 2012 Certificates of Participation for debt service savings. The refunding generated net present value savings of approximately$3.14 million, 11.61%of refunded par and a True Interest Cost of 0.72%. Savings to the City's General Fund amounts to approximately$494,000 per year for the next 10 years,or almost$5 million in total savings. Internal Audit Function — the City commenced its internal audit program in the fall of 2020. The City's internal audit, Moss Adams, conducted a City-wide enterprise risk assessment which resulted in the identification of key and/or high risk areas for which opportunities of improvements and increased efficiency were present. The internal audit work program will commence in FY 21-22 and correspond to the results of the enterprise risk assessment. Community Engagement and Resident Tax Calculator — In FY 2019-20, the City's Budget Team hosted an in- person Budget & Bites event open to the Community. Noting the event's success and great participation among all age groups,the Team was excited to host a second annual event.Although an in-person event was not possible during the pandemic, the Budget Team decided to take the event virtual and hosted an event that included information on the City's financial forecasting, a highly relevant topic given the times. Additionally, the Budget Team created and published a Resident Tax Calculator tool on its website that enables residents not only to estimate the amount of sales and property they contribute to the City on an annual basis, but how those specific revenue dollars are spent in the City (https:Hstories.opengov.com/cupertino/published/zRi2B8NVg). Utility Billing Audit -The Finance and Sustainability divisions partnered to perform a comprehensive utility bill audit, aiming to secure cost savings. Some small savings opportunities were discovered, but overall, the audit revealed that the City has captured most of the low-hanging utility expense reductions. A live FY 2021-22 Adopted Budget Budget Message 32 dashboard of the City's utility consumption can be viewed at the Environment Open Data Hub. Community Development Department Leaf Blower Ordinance update - Completed the update to the Community Noise Control Ordinance of the Municipal Code to implement a FY19/20 City Work Program item. Beginning Nov. 6,2022, only certified leaf blowers(those with a rating of 65dB or less)may be used. City of Cupertino Emergency Assistance Funds for Cupertino Tenants Impacted by COVID-19 -The City contributed $200,000 in emergency assistance funds to support low- and moderate-income tenants through partnerships with Earnin,Meriwest Credit Union,and West Valley Community Services. City of Cupertino Housing Program for De Anza Students -The City contributed $25,000 to help create two new programs for qualified De Anza students. These new programs are administered by the college in partnership with West Valley Community Services and Catholic Charities of Santa Clara County. City of Cupertino Homelessness Task Force - To assist with the needs of Cupertino's unhoused residents, the City created a task force comprised of staff from the City Manager's Office, Community Development, and Public Works. The Task Force developed and launched an Emergency Assistance Funds program to assist unhoused members of the encampments located along Wolfe Road near Interstate 280 with a pathway to housing. Emergency Assistance Funds to assist unhoused members of the encampments located along Wolfe Road near Interstate 280(Wolfe Road)to mitigate safety hazards including COVID-19-The City's Homeless Task Force developed and launched the program to provide weekly outreach and a pathway to housing for encampment members. Safe Park Program - The City partnered with the West Valley Rotating Safe Car Park (RSCP) program, an emergency homeless program made up of a network of local city governments, service organizations, and volunteer faith-based host sites that provide temporary overnight parking for homeless individuals/families living out of their cars.The City created a website and application process for the RSCP program. Study Session on Regional Housing Needs Allocation (RHNA) -Conducted five study sessions and hearings on the draft RHNA methodology and Plan Bay Area 2050. This will evolve into the Housing Element update process for the FY21/22. Bird Safe and Dark Sky Regulations -Adopted Bird Safe and Dark Sky regulations with a new Chapter 19.102, Glass and Lighting Standards in the Municipal Code. CA Dept. Of Housing and Community Development (HCD) Local Early Action Planning Grants Program (LEAP) - Successfully applied for and received $300,000 in LEAP funds to assist with the Housing Element 2023-2031 update process. Innovation & Technology Department Due to the COVID-19 pandemic, FY 2020-21, was a year full of adversity and challenges. Innovation Technology(IT), like other City departments,lived the adage, "out of adversity comes opportunity." IT took the opportunity to enhance City digital services, increase transparency into City operations and streamlined work processes. The City's ability to move forward despite COVID-19 was highlighted in a Forbes Magazine article "Silicon Valley City Agency Goes Digital After The State Orders Everyone To Work From Home." Providing transparency to City Operations continues to be a very high priority. Cupertino prides itself in this area,but we can always do more.This year we expanded our transparency applications to include: CampaignDocs-an application which provides access to the city's campaign statements electronically, FY 2021-22 Adopted Budget Budget Message 33 and campaign disclosure statements for filers who have filing requirements with the City. Additionally, City staff developed a Campaign Finance Report which is searchable by candidate or by the committee and can be exported. . City Work Program Dashboard—Provides the public insight into City projects assigned by Council— project objective,status,category,and fiscal impact. • Environmental Hub tells the environmental story of Cupertino in a quick and easy, digestible fashion —through numbers,charts,and maps. • GovDelivery, the new e-notification platform. This service help residents and other City customers to subscribe to email notifications on city news, events, meetings, and projects. The new systems have consolidated the design and delivery of citywide electronic communications, including email notifications and city electronic newsletters under this new platform. The following applications were added or significantly enhanced: • ProjectDox is the electronic plan check system which manages plans submission,review,and approval process for the City. ProjectDox is integrated with Accela, the City's land-use management system and Laserfiche the city's digital records system. These applications have brought seamless integration for the city staff and customers in the way permits and plan checks are processed by the Building department staff. During shelter in place, the permitting and plan check review services delivery continued without any impacts even after the physical permit counter was closed. The goal of this upgrade is to extend these plan check services to the Planning, Public Works and Environmental Services divisions. • Climate Victory Garden. Aligns with City's green initiative of converting Cupertino residents hard-to- maintain green turf into a sustainable easy to maintain drought resistant landscape thus lowering City's carbon footprint. Again, this application moved digitally from resident request to City approval/denial. • Implemented an online commission intake solution where aspiring Teen Commissioner applicants can submit their teen commission application, supplemental questions with their guardian's electronic signatures. The system is fully automated and digitally moves thru applicant, guardian, and City Clerk for approval. . Paperless Encroachment Permits. The solution based on an Adobe-Sign based e-signature digital workflow. The process integrates the data from the Accela permit information and populates the Encroachment Permit Application document template in Adobe Sign and sends to the staff/applicant for E-Signature.The status of the Accela permit is integrated with the status of the signature and email notifications throughout the process are automated. . Open Enrollment platform through which the city staff can fill medical, dental, vision and other benefits updates in the digital forms configured on the Microsoft Power platform. The City's HR department can manage the new open enrollment and updates by the city staff. . Safe Routes to School-This new interactive map allows a resident to select a mode of transportation, it then calculates the optimal route and provides an estimated travel times and distance to get to school.The purpose of the map is to help families identify their own safe,routes to school! . Intranet Hub & Training Management Application - built out this internal City application that provides Organization,Finance,and HR sites.This project also included digitizing 16 high priority HR and Payroll forms,as well as developing the training management system. . ARTour - In a truly collaborative effort by the GIS Division, the Fine Arts Commission, and the Communication Division Cupertino brings you the ARTour app, an exciting way to explore Cupertino's Public Art with Augmented Reality. FY 2021-22 Adopted Budget Budget Message 34 Maintaining a secure, resilient, and cost-effective compute infrastructure is another high priority for Innovation Technology.This year the following major projects were completed. . Al Cybersecurity Tools — Implementation of AI powered network detection and response security solution. Allows security based artificial intelligence and machine learning to automatically respond to network level threats IT staff may not be readily available to respond with threats that occur during off-business hours. • Network Access Control—Implementation of network access control tools to ensure devices accessing the City's network are properly authenticated and if not, are placed in a restricted access mode. This ensures the City continues to evolve and adapt to industry best practices for physical device access controls. . Multi-Factor Authentication (MFA) —Rollout MFA across all staff with computer access for assigned computer equipment on online productivity suite to continue to ensure City follows best practices security access controls. • Traffic Operations Center (TOC) Network Infrastructure Foundation Refresh — Refreshed the TOC network infrastructure with enterprise grade networking hardware and reconfigured network to follow configuration best practices;implemented firewall controls to separate City and TOC networks. . Traffic Operations Center Cabinet Upgrade—Updated controller and networking equipment at traffic intersections to provide standard Ethernet based communications for upcoming applications and IoT devices.Below is a picture of the TOC Cabinet. . AT&T ASE Fiber Point-to-Point—Improve reliability of services between sites that use Cable Internet to City Network by adding point to point network connections to remote locations including Blackberry Farm,Blackberry Farm Golf Course,McClellan Ranch,and Monte Vista. • SD-WAN VoIP - Improved reliability and resiliency of VoIP (phone system) circuit by implementing SD-WAN based services for voice traffic. . Surveillance System Cameras—Installed cameras at Service Yard to replace aging legacy system. • Zoom Room — Deployed additional web conferencing solutions at smaller facility sites such as Blackberry Farm and McClellan Ranch. . SaaS Cloud Audit—Auditing of Cloud hosted services for best practices and security. Parks & Recreation Department #CupertinoCares -#CupertinoCares is an initiative to help foster positive and healthy community connections during the current times of staying at home and socially distancing. Notable programs include giveaways, such as the Fourth of July Celebration Boxes, Back-to-School tote bags, and Halloween buckets, holiday events including the Deck the Doors and Shine Bright Cupertino, and community engagement, which includes the Take the Pledge initiative and sharing stories of frontline workers through Hidden Heroes. Art in Unexpected Places-The Fine Arts Commission announced the completion of the inaugural project of the Art in Unexpected Places program. This pilot program was created by the commission to beautify public spaces, surprise and delight passers-by, and encourage the community to reflect on themes and imagery that represent the heritage,natural beauty,diversity,and creativity of our city.Artist Sarabjit Singh was chosen by the Fine Arts Commission and completed a mural at Blackberry Farm in early April. Big Bunny 5k Virtual Run -The Big Bunny 5K went virtual in April. Over 200 participants, including some from Las Vegas, Reno, and Minnesota, ran, walked, or hopped from their home, local park, or favorite trail between April 3 to 11. Each registration included a t-shirt, race bib, water bottle stickers, and bunny ears. Participants picked up their race packets at the Quinlan Community Center on April 1 and 2, or had their packet mailed to their home. FY 2021-22 Adopted Budget Budget Message 35 Community Funding Policy- The Community Funding Grant Policy was adopted in Fiscal Year 2012-2013 and was recently updated with new requirements and procedures, following best practices, and recommendations from the Parks and Recreation Commission.Adjustments included the establishment of an earlier deadline, a funding cap per applicant and a tiered funding evaluation structure for all applications. The establishment of an earlier deadline provides more time for applications to be vetted and reviewed by the Commission and City Council, prior to the budget approval meeting in June. The establishment of the funding range for the entire program provides a budgetary consideration during the evaluation process. The remaining adjustments clarify the Commission's role in ranking the applications, while providing City Council the opportunity to review all applications for consideration. The Community Funding website was also updated, and a new web page was created to share historical data on the City's support of non-profit organizations through Community Festival Fee Waivers,the Community Funding Grant Program,Sister City Funding,and In Budget and Out of Cycle City Council Fee Waivers. CPRS Awards-California Parks and Recreation Society District 4 recognized outstanding accomplishments of Parks and Recreation Professionals and Departments in February 2021 with their "Keys to the Community" Awards. The Teen Division's TEDxYouth@Torre Ave program won the Award of Excellence, through the Volunteer and Sponsor Citation, Maria Lopez,Jim Cunningham, and Tim Petersen were recognized of their volunteer efforts at the Cupertino Senior Center, #CupertinoCares received the Key to the Community Award, and Barbara Banfield received a Professional Merit Award for her significant contribution to the field of parks,recreation,and human services. Holiday Programs -The Parks and Recreation Department brought the holidays to the community in a safe and socially distanced set of events, including The Santa Stop, Holidays in Hawai i, and Zoom with Santa. Participants in "The Santa Stop" were able to greet Santa from a safe distance in a drive-thru event at the Quinlan Community Center. Every participant received a hot chocolate packet and candy cane, and each car was given a collectible City of Cupertino themed ornament. Holidays in Hawai'i, an annual tradition at the Senior Center, was converted to Zoom-based format this year. Volunteers from the Lei Nani Hula group danced from their homes to prerecorded music performed by the Pila Ho'Okani band. The Department brought holiday cheer to many Cupertino homes with the Zoom with Santa program. Santa and his elf called in from the North Pole's Cupertino branch and hosted Zoom calls for Cupertino families since Santa was unable to make his annual in-person visits to Cupertino. Senior Care Cards -The Cupertino Senior Center has partnered with local youth to write letters to senior residents,Block Leaders, and Senior Center volunteers with limited social contact due to the current Stay-At- Home order. To date this partnership has mailed over 800 letters with uplifting messages and short stories. The intent of this program is to bring generations together and create a positive, connected community. Senior Meal Delivery Program -The Senior Meal Delivery Program provides meals to seniors in need while supporting local business. The meals are scheduled twice week and currently provides relief for seniors who are at high risk due to health or mobility reasons and to follow the stay-at-home orders. More than 2,500 senior meals have been served to date. Teen Programming - Teen programming continued thriving despite the challenges imposed by the ongoing COVID-19 pandemic. Annual, in-person events such as the TEDxYouth@TorreAve, <hack> Cupertino, and Pizza and Politics were re-imagined for a virtual setting and served over 1,900 participants. The Cupertino Youth Activity Board (YAB) created InfoTeeno, a new virtual workshop series to provide teens with virtual educational and enrichment opportunities. Workshop's topics included college preparations, financial literacy, and mental health coping skills. YAB members also collaborated with the City of Saratoga and City of Campbell to offer #TeenKindnessWeek, a region-wide social media campaign to inspire goodwill and FY 2021-22 Adopted Budget Budget Message 36 foster kindness during the pandemic. New programs introduced included the Drafting Cupertino's Future essay contest and Cupertino Esports,an intramural league where participants compete in their favorite video games. Tennis Reservations-The Cupertino Sports Center went live with online tennis court reservations for members on January 1, 2021. The reservation process can be done through the City's reg4rec.org registration webpage. The tennis court reservations online allow members two ways to reserve including the former process of calling the Sports Center directly.The new process for tennis court reservations has been well received by the members and reduces the incoming phone call volume for staff during the morning rush to reserve tennis courts. The 50+ Scene: Shelter-in-Place Edition - The 50+ Scene, Cupertino Senior Center's typically bi-monthly production, has been running in a digital-only format in response to the stay-at-home orders. To keep Cupertino's senior population active and engaged, the publication contains information about virtual programs and classes, sudoku and crossword puzzles, a human-interest article, and upcoming events. Also included are links to Santa Clara County's website providing seniors the most up to date information on COVID-19 vaccinations and testing dates. The newsletter is sent out to about 1300 senior center members each month. Virtual Recreation - Throughout the year, the Parks and Recreation Department has curated indoor and outdoor activities to engage our positive, healthy, connected community. From the advent of the pandemic, the Department has provided free online fitness classes for the community, as well as crafts, educational activities,outdoor games and more to keep minds and bodies moving.The free fitness classes include cardio, strength, flexibility, and balance training and average about 260 attendees per week. The Virtual Recreation team has also worked to bring Cupertino's community events into the virtual space, including a virtual scavenger "egg hunt" complete with poetic clues to lead participants on a week-long search through Cupertino parks. Public Works Department Response and effectiveness through COVID- Effectively maintained minimal staffing immediately after initial shelter in place. Quick implementation of protocols allowed full staffing in May 2020, significantly in advance of other public work agencies. Actions allowed for a timely response to a twofold increase in 311 requests. Small Cell Guidelines - Revised small cell guidelines to include site preference lists and other objective standards for review and permitting of small cell facilities in the public right of way. Lawrence-Mitty Acquisition - Negotiated and purchased, from the County of Santa Clara, approximately 7 acres of land needed to develop a neighborhood park along the easterly edge of Saratoga Creek, near the intersection of Lawrence Expressway and Mitty Avenue. Street Light Installation-Randy Lane &Larry Way-Successfully installed infill street lighting along Randy Lane and Larry Way with extensive outreach and coordination with the neighboring residents. Civic Center Parking Mitigation Plan-Feasibility report analyzing the parking requirement for the Civic Center and proposed Library Expansion,is complete.Multiple mitigation measures in place. Competitive Measure B funds for Junipero Serra Trail (Approved by VTA for$6.12M competitive Measure B grant for the eastern and central sections) -The Junipero Serra Trail east and central segments, were competitively recommended by VTA to be on the 10-year priority funding list, for a total funding allocation of $6.12 FY 2021-22 Adopted Budget Budget Message 37 million. These segments parallel the Junipero Serra channel south of Interstate 280 between De Anza Blvd and Calabazas Creek,and along Calabazas Creek from Interstate 280 to Vallco Parkway. Level of Service(LOS) to Vehicle Miles Traveled(VMT)-Develop City policies to transition from LOS to VMT for the determination of transportation impacts under CEQA,in conformance with SB 743. Bollinger Road Safety Study - Perform an operational and safety evaluation of Bollinger Road, and develop recommendations for improvements to enhance vehicle,bicycle and pedestrian safety. Bollinger Road Paving Project (joint project with City of San Jose) - Place asphalt overlay on Bollinger Rd between Miller Ave and Lawrence Expressway. The project also included a rubberized cape seal on McClellan Rd between Bubb Rd and Stelling Rd. 2016 Bicycle Plan -McClellan Road Separated Bike Corridor, Phase 2 -Design and construct separated bike lanes on McClellan Road from Stelling Road to De Anza, and Pacifica Avenue between De Anza and Torre Avenue. 2016 Bicycle Plan - McClellan Road Sidewalk Improvements, Phase 2 - Design and construct sidewalk improvements along McClellan Road between Byrne Avenue and San Leandro Avenue. 2016 Bicycle Plan - Stevens Creek Boulevard Class IV Bikeway Installation, Phase 1 - Design and construct a separated bikeway along Stevens Creek Blvd from Tantau to Wolfe Rd. Improvements include traffic signal modifications at Wolfe Road and Finch Avenue to provide separate bicycle phasing. Linda Vista Trail-Design and construct a pedestrian trail between Linda Vista Park and McClellan Ranch. Library Expansion Project Initiation - Using a design option from the Civic Center Master Plan, develop a design and construct a 5600 SF addition to the existing Library building for multi-function program rooms that serve as flexible meeting spaces for library events. McClellan Ranch Preserve Community Garden -Reconstruct the existing community garden to better serve the community by providing better accessibility and more sustainable garden features/infrastructure.The project included reconfiguration of the garden plots, improved ADA accessibility to and within the garden, installation of new perimeter fencing,irrigation distribution system and informal meeting area. McClellan West Parking Lot Improvements-Design and construct a new"green' meadow-style parking lot that is compatible with the creek environment at McClellan Ranch West and designed to have minimal impact to the site. Sports Center Seismic Retrofit -Design and construct structural upgrades to the Sports Center for increased resiliency in the event of an earthquake. Solid Waste Franchise Agreement Negotiations-Successful negotiation of new 10-year franchise agreement with Recology for recyclable materials, organic materials, and solid waste collection, recyclable materials and organic materials processing services,and transport for disposal. FY 2021-22 Adopted Budget Budget Message 38 New Initiatives Administration Department Climate Action & Adaptation Plan 2.0 -As approved in the Fiscal Year 2020-2021 City Work Program, the Sustainability Division has been working diligently on the foundational work to update this major City strategic document. The community can expect to see an exciting public engagement process beginning in June 2021 and extending into the following winter, when a final plan will be presented to Council. The community can expect multiple ways to interact with the process to create a plan for reaching a carbon- neutral and zero-waste Cupertino. Administrative Services Department Labor Negotiations -As the City enters its third and final year of its negotiated labor contract, the City will commence the negotiation process for the period effective July 1,2022. Workforce Planning -Administration and Human Resource Divisions staff are implementing a Workforce Planning program to use data in the City's enterprise resource planning system and several City documents such as the budget, Capital Improvement Program, and City Work Program to identify key positions needed and how to attract,retain,and train staff to ensure the availability of those positions when needed. OpenGov Stories -The City utilizes OpenGov, an online financial transparency tool, to communicate financial and budgetary information with not only internal users, but external users as well. Stories is a product of OpenGov that bridges the intellectual gap between the financial data and the meaningful narrative sides of the story. The Budget Team,in coordination with the CIP team,will be converting the Capital Improvement Program (CIP) budget document to a story, allowing users to look at individual project information in real- time. Forecasting Transparency Tool - The Budget Team, with members of the Teen Commission, hosted the City's second annual Budget & Bites event, this time virtually. The topic of the event was City forecasting and included an exercise allowing attendees to build their own forecast and gain a better understanding for the various factors to consider and the decisions to be made. City staff will be exploring the use of this Microsoft BI tool to potentially incorporate into its regular quarterly reporting. ERP Planning and Analysis -In coordination with the Innovation & Technology Department, Administrative Services is beginning the exploration of a new enterprise resource planning (ERP) system. Having implemented and operated Tyler's New World System since January 2015, staff are aware of the importance to remain up with the times and to ensure the system that allows us to provide excellent services to the public is up to date and functioning optimally. Post-Pandemic Return to Work Planning- Significant planning is required to develop an effective return to work policy. Balancing the necessary safety precautions and County and State Orders with best practices for transitioning back into the work place requires coordination amongst all Departments and employees. The City's conversion to a telework environment was relatively smooth given the City's continued investment in Innovation and Technology and has provided the City the ability to consider potential hybrid models. FY 2021-22 Adopted Budget Budget Message 39 Community Development Department ProjectDox Expansion and Upgrade -ProjectDox is an on-premise application that provides for electronic plan submission and review.ProjectDox is integrated with the City's land management system,Accela.These two applications have brought significant improvements (for both staff and customers) in the way permits are processed by the Building Division. The goal of this request is to extend these improvements to the Planning Division and Public Works Engineering. Additionally, ProjectDox will be migrated to a cloud-based application allowing for enhanced business continuity and disaster recovery. Affordable Housing Strategies -As a part of the City's Work Program, explore the development of strategies that provides a variety of products across the affordability levels including housing for the developmentally disabled,as well as those with moderate,low,very low,and extremely low income. City Plan on Homelessness -Prepare an Implementation Plan to the Santa Clara County Community Plan to End Homelessness 2020-25 to create a roadmap for addressing homelessness in Cupertino. Extremely-Low Income (ELI) Housing for the Developmentally Disabled Community-Consider options to develop ELI housing units on City-owned properties. Residential Development and Mixed-use Development Design Standards -Ensure that the City adopts objective design standards for townhomes,rowhomes,attached multi-family and mixed-use developments. Clarify objective standards in General Plan and Municipal Code-Clarify standards in General Plan to be objective. Also adopt objective standards for environmental protection and concerns. Update the Housing Element of the General Plan and concurrent rezoning -Update the Housing Element goals, policies and strategies to address housing needs, constraints,both governmental and non-governmental, and identify Priority Housing sites to accommodate the cty's Regional Housing Needs Allocation, as required by state law. Also, complete the concurrent rezoning of the Priority Housing sites to ensure sites are appropriately rezoned to allow the planned growth/capacity. Innovation & Technology Department Under the heading"Prepare for the Future"the following initiatives will be completed in FY21/22 • Develop a three-year IT strategic plan. The plan will provide infrastructure and application direction through July 2025. • Develop a security framework and audit existing systems. The framework is a documented policies, procedures and processes that define how information is managed to lower risk and vulnerability. • Data Governance, Classification, and Warehouse. Over the past 4 years, Cupertino has replaced or enhanced almost every computer application utilized by the City. The result of these changes has significantly improved City response,process,and reporting. One major challenge has resulted-data governance. Data governance includes data integrity, integration, security, and data normalization (same value and format for the same info across all applications).As the City's data continues to grow due to artificial intelligence, machine learning, Internet of things technologies — this project will provide a roadmap to ensure data quality as add and integrate applications. • ERP Needs Analysis. Tyler's New World, our current ERP, was implemented over six years ago and the City should review current options that overcome existing operational and security limitations. Innovation Technology will continue to enhance or add new applications.Included in this list are: In collaboration with the City's Environmental Division provide process automation in managing construction recycling. The application will provide city an effective waste management plan that FY 2021-22 Adopted Budget Budget Message 40 implements city's waste recycling mandate. . The City currently struggles in managing the plethora of requests that come in via in-person visit, email, phone call or web application. The management of assigning, tracking, following-up and reporting on the various requests is a difficult process at best. IT will implement a proven solution that will aggregate multichannel (voice, onsite, email....) requests into one application for staff and customers. . Lobbyist Registration System.Per City Council directive develop a solution to track lobbyist activity as it pertains to the City of Cupertino. • Redesign City Website. Redesigning the city's main communication platform will result in improving city's website traffic as well as site content and information. Typically, during the redesign process all the site content will get audited that will enable in aligning the city main communication platform to city's strategic initiatives and restructuring of website content for usability and relevance. . Augmented Reality (AR) at McClellan Ranch. Bring the Cupertino native wildlife to life in a fun interactive AR environment for the visitors,classes,and tours at McClellan Ranch Preserve. Under the areas of emergency management and compute environment the following projects are scheduled. . Satellite Emergency Response System. Provide redundant Internet access in the event both traditional fiber optic and cell communication services are down.Internet connectivity is limited to City facilities. • In collaboration with the Office of Emergency Services(OES)to improve accessibility of the City's OES vehicle to City facilities.To accomplish this,a wireless bridge will be implemented to solve this issue. • A drone coupled with autonomous flight planning software.This application will be used to automate flights (limits pilot intervention) and mapping, create accurate, high-resolution maps, reports, and 3D models,as well as real-time 2D Live Maps for immediate analysis. • Add Wi-Fi to Park and Recreation facilities. To enhance public outreach and services, IT is working with Parks &Recreation to expand Wi-Fi network services to selected parks throughout the City. The end goal is to provide members of the public Wi-Fi internet services at three parks(Wilson,Portal, and Creekside). Parks & Recreation Department Implementation of the Strategic Plan-Implement the immediate and short-term improvements to local parks in Cupertino through Park Amenity Upgrades as well as Playground Equipment Replacement and additional CIP projects for Fiscal Year 2021-2022. Implementation of the Revised Field Use Policy -Implement the revised field use policy and maximize the efficiency of field use. Collaboration with Public Works on Proposed CIP Projects for Fiscal Year 2021-2022 Memorial Park—Specific Plan Design - Design and construct Memorial Park improvements as indicated in the Parks and Recreation System Master Plan. Lawrence-Mitty Park — Programming, Outreach, and Design - Develop a Master Plan for a proposed neighborhood park located on the parcel at Lawrence Expressway and Mitty Ave for trail expansion and park development. FY 2021-22 Adopted Budget Budget Message 41 Public Works Department City Hall & 10445 Torre—programming and feasibility: Programming, Feasibility and Community Outreach to form the basis of a renovation strategy for the buildings. City light transition assessment - Assess the costs, benefits, and opportunities and develop a strategy to transition the City's streetlight infrastructure, and other City operated lights, from induction to LED fixtures to meet the"Dark Sky'requirements and reduce light pollution. Vision Zero: Develop programs and policies for a City of Cupertino Vision Zero Program with emphasis near schools. FY 2021-22 Adopted Budget Budget Message 42 Budget Overview The Adopted Budget reflects a total City budget of$148.8 million, an increase of$38.3 million or 25.7%when compared to the FY 2020-21 Adopted Budget. The City's General Fund is adopted at $89.8 million, representing a $9.2 million, or 10.3% increase over the FY 2020-21 Adopted Budget. The General Fund is funded by General Fund revenue of $89.6 million and is projected to end FY 2021-22 with approximately $35.7 million in unassigned fund balance that may be transferred to the Capital Reserve per the Reserve and One Time Use Policy as part of the City's FY 2021-22 Mid Year Financial Report. The transfer is not reflected in the Adopted Budget. Total Adopted Total Adopted Change in r Fund .• Expenditures Position Gener $ 89,767,034 $ J_ 89,647,891 $ (119,143).d Special Revenue $ 18,597,024 $ 19,130,289 $ 533,265 "676,000 $ 0 $ (55,00(� Capital Projects $ 19,540,048 $ 7,943,000 $ (11,597,048) Enterprise 9,417,117 6,821,379 $ (2,595,738) Internal Service $ 8,848,012 $ 6,687,399 $ (2,160,613) tat $ 148,845,235 $ 132,850,958 $ _Jfi�,994,277) As shown in the chart below,the Adopted Budget's largest fund is the General fund at 60%. FY 2021-22Adopted Budget by Fund Internal Service Enterprise $8,848,012 $9,417,117 6% 6% Capital Projects $19,540,049 _ 13% Debt Service $2,676,OOD 2% General $89,767,034 Sped al Revenue 60% $18,597,024 13% FY 2021-22 Adopted Budget Budget Message 43 The graph below summarizes the changes in the City's General Fund for a five-year period: General Fund Revenues Expenditures and Transfers Out $1.20.0 $120.0 $100.0 $100.0 $so.0 5W.0 C $60.0 $60.0 a e $40.0 $40.0 $20.0 $20.0 FY21 FY22 FY17Actuals FY18Actuals FY19Actuals FMActuak Adopted Adopted Budget Budget One-Time Special Projects $8.9 $9.8 $4.2 $2.2 $1.4 $3.2 6;-. General Fund Transfers Out $29.0 $24.1 $19.4 $30.9 $9.9 $11.3 11111111111IGeneral Fund Expenditures $56.2 $55.4 $59.8 $62.4 $69.2 $75.3 MONDGeneral Fund Revenue $95.2 4%.2 $88.8 $111.2 $79.1 $89.6 A total of 208.75 positions(including Councilmembers)are adopted in FY 2021-22.Prior to COVID-19,the City was anticipating bringing a number of new position requests to the City Council over a three-year period.While the City has experienced increases in sales tax and total revenues,much financial uncertainty surrounding a post-pandemic environment remains.The City is cautiously optimistic as it adds six new full- time employees and City staff will bring forward requests for City Council approval as more information becomes available for purposes of making informed decisions. FY 2020-21 Adopted Budget 203.75 Limited Term Recreation Coordinator -1.00 FY 1 Adopted Budget Emergency Management Analyst 1.00 Environmental Programs Assistant 1.00 Senior Planner 1.00 Plan Check Engineer 1.00 Permit Technician 1.00 CIP Project Manager 1.00 FY 2021-22 Benefitted Positions 208.75 FY 2021-22 Adopted Budget Budget Message 44 Changes to the Budget and Policies Revised Fees City Council approved the fee schedules effective for FY 2021-22 on May 4,2021. The increases to the various fee schedules are estimated to result in increased revenues of approximately$531,000 over the previous fiscal year; however, the timing of services to be provided and revenues to be collected may be impacted by COVID-19 throughout FY 2021-22. Investment Policy The City Council annually updates and adopts a City Investment Policy that is in compliance with State statutes on allowable investments.By policy,the Audit Committee reviews the policy and acts as an oversight committee on investments. The policy directs that an external auditor perform agreed-upon procedures to review City compliance with the policy. The full policy will be available on the City website as part of the May 18,2021 City Council agenda packet. GANN Appropriations Limit The City's appropriations limit for FY 2021-22 is$114,666,491,$5.6 million or 5.1%higher than the FY 2020-21 limit of $109,062,934. If a city exceeds 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. For FY 2021-22, the City's estimated appropriations of proceeds from taxes, less statutory exclusions, do not appear to exceed the limit and are not expected to present a constraint on current or future deliberations. Revised Community Funding Policy The first Community Funding policy was adopted by City Council in FY 2012-13, and the most recent policy was adopted as part of the FY 2015-16 Adopted Budget. At the Budget Adoption hearing in June 2018, City Council requested that the Community Funding Program be updated in order to assure that all applications received due consideration and that City Council is provided with all information necessary to make final funding decisions. At that meeting, City Council requested that the Parks and Recreation Commission evaluate all grant applications, and provide funding recommendations to Council for consideration. An updated policy with minimal substantive changes was approved by City Council in 2021. Budget by Fund General Fund The General Fund pays for core services such as public safety, recreation and community services, planning and community development, streets and trees, and a host of other vital services. The revenue used to pay for these services comes primarily from local taxes such as property tax and sales tax, transient occupancy tax,charges for service,and a variety of other discretionary sources. General Fund revenue is estimated at $89.8 million in the FY 2021-22 Adopted Budget. This is an overall increase of $9.2 million (10.3%) when compared to the FY 2020-21 Adopted Budget. FY 2020-21 anticipated significant declines in sales tax and transient occupancy tax due to COVID-19 and shelter-in-place mandates. While transient occupancy taxes were severely impacted, sales tax revenues experienced an unprecedented increase. This was due to increased demand for computer equipment for telework conversion and increases in State-wide online sales. FY 2021-22 is expected to see declines in sales tax, relative to the previous year's actuals. Transient occupancy taxes will continue to be heavily impacted as it builds toward recovery. Property tax revenues appear to be moderately impacted. For the first time in over a decade, the County Assessor's Office is using an inflation escalator less than the 2%CPI maximum(1.036%). FY 2021-22 Adopted Budget Budget Message 45 Significant budget reduction strategies were implemented in FY 2020-21 which contributed to increased unassigned fund balance in the General Fund.With the General Fund's fiscal condition remaining strong,the City is bringing back budget proposals that were previously deferred due to the uncertainty brought on by COVID-19. As the City continues to move towards a recovery and "new normal," staff will continue to monitor the financial impacts of COVID-19 and ensure City Council is informed on a regular basis. The following chart shows four years of total revenue, expenditures and changes to fund balance for the General Fund: General Fund Revenues, Expenditures and Changes in Fund Balance $120.0 $100.0 H $80.0 0 2 $60.0 $40.0 $20.0 $(20.0) FY18 FY19 FY20 FY21 FY22 ACTUALS ACTUALS ACTUALS ADOPTED ADOPTED BUDGET BUDGET �Expenditures enue $88.2 $88.8 $111.2 $79.1 $99.6$89.3 $92.4 $95.5 $80.5 $89.8 $[1.1] $6.4 $15.7 The General Fund unassigned fund balance is projected to decrease from the current year estimate of $37.8 million to $35.7 million in FY 2021-22. As shown in the chart below, the FY 2021-22 ending fund balance is estimated to be $83.1 million, or 0.1% lower than the FY 2020-21 year-end estimate. This is primarily attributable to increases in full-time staffing and one-time special projects. GENERAL FUND FUND BALANCE FY 18-19 FY i FY 20-21 Classification Actual Actual Estimated AdNted Chan Unassigned I $ —7,896,128 $ 34,426,942 $ 39,125,447 $ 35,697,647 9°a All Other Classification $ 31,026,457 $ 40,078,871 $ 41,134,009 $ 47,442,666 7 Total FLaid Balance $ 58,922,585 $ 74,505,813 $ 83,259,456 $ 83,140,313 -0.1% FY 2021-22 Adopted Budget Budget Message 46 As shown in the graph below, the majority of General Fund resources are used to support Public Works (29%), Non-Departmental expenditures (13%), Law Enforcement (18%), Parks and Recreation (8%), Administration(8%),and Community Development(14%). Expenditures by Department-General Fund Parks and Recreation Administration $7,348,805 $7 629 629 Administrative Services 8% 8% $5,378,147 Public works 6% $25,909,192 291A_ Community Development $12,871,834 14% Council and Commissions $1,334,303 1% i Innovation and Technology $2,369,297 3% _Law Enforcement Non-Departmental_ $15,756,350 $11,269,487 18% 13% Special Revenue Funds Special Revenue Funds are a fund type used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specific purposes. Special Revenue Funds account for 13% of the citywide expenditure budget. The largest Special Revenue Fund accounts for streets, roads, and transportation. Other funds account for storm drain management, affordable housing programs, and park development. The Adopted Budget for Special Revenue Funds for FY 2021-22 is $18.6 million, which is a $10.8 million, or 58.2%, increase from FY 2020-21 Adopted Budget primarily due to increases in annual pavement maintenance costs as well as the inclusion of new capital improvement program projects. Budgets within the Special Revenue Funds are funded by$8.8 million in restricted department revenue, and $10.3 million in transfers, bringing total funding sources for the fund to $19.1 million. This will result in a projected increase to fund balance of$0.5 million. The Special Revenue Funds are projected to end the year with fund balances of$32.2 million. FY 2021-22 Adopted Budget Budget Message 47 Debt Service Funds The Public Facilities Corporation Debt Service Fund provides for the payment of principal, interest, and associated administrative costs incurred with the issuance of debt instruments. On September 29, 2020, the City's 2020A Certificates of Participation (2020 COPS) were successfully sold in order to refund the City's 2012 Certificates of Participation for debt service savings. The refunding generated net present value savings of approximately $3.14 million, 11.61% of refunded par and a True Interest Cost of 0.72%. Savings to the City's General Fund amounts to approximately$494,000 per year for the next 10 years,or almost$5 million in total savings. Capital Projects Funds The Capital Improvement Project Fund, Stevens Creek Corridor Park Fund, and Capital Reserve Fund are currently in the Capital Projects Fund type category. This fund type is typically used to account for financial resources that are used for the acquisition or construction of major capital facilities or to provide facilities for City departments,and are identified in the five-year Capital Improvement Program(CIP). The Adopted Budget for the Capital Projects Funds for FY 2021-22 is $19.5 million which is $15.8 million or 80.7%higher than the previous fiscal year.This increase is due to an accumulation of General Fund subsidies to the Capital Reserve that are used to fund FY 2021-22 CIP projects. Enterprise Funds Enterprise Funds are set up for specific services that are funded directly by fees charged for goods or services. Enterprise Funds consist of Resource Recovery for the solid waste collection franchise, Blackberry Farm for the City-owned golf course, the Cupertino Sports Center, and Recreation Programs for cultural, youth,teen,sports,and physical recreation programs. The Adopted Budget for Enterprise Funds for FY 2021-22 is$9.4 million, an increase of$1.7 million from the FY 2020-21 Adopted Budget. Budgets within the Enterprise Funds are funded by $5.9 million in program revenue and $887,000 in transfers from the General Fund. The Enterprise Funds also rely on $2.5 million of prior year fund balance,bringing total funding sources for the funds to$9.3 million.The Enterprise Funds are projected to begin the fiscal year with$6.9 million in retained earnings and are projected to end the year with retained earnings of $4.4 million. Impacts to Enterprise Fund revenues as a result of COVID-19 have been significant,particularly while shelter-in-place orders remained in effect.While we anticipate moving towards a recovery in FY 2021-22, the timing and extent of the recovery is difficult to measure. As a result, conservative revenue estimates are programmed for the Enterprise Funds. Internal Service Funds Internal Service Funds are used for areas where goods or services are provided to other City departments or governments on a cost-reimbursement basis. Internal Service Funds include funds and programs for information technology,workers'compensation, equipment, compensated absence, long-term disability, and retiree medical insurance. The Adopted Budget for the Internal Service Funds is $8.8 million, which is $1.2 million higher than the FY 2020-21 Adopted Budget. Budgets within Internal Service Funds are funded by $5.0 million in department revenue,$1.7 million in transfers from the General Fund,and$2.1 million from a combination of depreciation reserves and retained earnings. The Internal Service Funds are projected to begin the fiscal year with $5.2 million in retained earnings and are projected to end the year with retained earnings of$3.1 million. FY 2021-22 Adopted Budget Budget Message 48 Special Projects The FY 2021-22 Adopted Budget includes funding for several one-time Special Projects. These projects are identified as part of the Special Project section within each program and are summarized in the following table. These Special Projects correspond and can be found in each of the respective Department's narrative section in this document. FY 2021-22 Special Projects ExpenditureProgramBudget Project Name 122 Sustainability CWP Cate Action Plan 2.0 $ 78,000 General Fund Yes Program Climate Sustainability and Fiscal Strafe 300I&T Administration CWP Lehigh and Stevens Creek Quarry $ 17,500 General Fund Yes Quality of Life 601 Administration _CWP Mental Health Support $ 10,000 General Fund Yes Quality of Life 601 Administration CWP Senior Strategy $ 34,000 General Fund Yes Public Engagement and Tr� bill Administration CWP Dogs Off Leash Area $ 5,000 General Fund Yes Quality of Life 632 Comm Outreach&Neighborhood Watch CWP Revamping Block Lead 1,500 General Fund Yes Public Engagement and Tr 633 Office of Emergency Management CWP Personal Preparedness C $ 10,000 General Fund Yes Public En gement and Trans aren 700 Community Development Admin CWP Homeless Jobs Pro 0,000 General Fund Hous 702 Mid Long Tenn Planning CWP Encouraging Dark Sky Compliance $ 10,000 General Fund Yes Sustainability and Fiscal Strate 702 Mid Long Term Plannur9 CWP Development Accountability 10,000 General Fund 'ty of � 702 Mid Long Term Planning CWP General Plan and Muni Code U date $ 250,000 General Fund Yes Quality of Life 702 Mid Long Term Planniq& CWP RHNA and General Plan Upd 95,000 General Fund Ye 702 Mid Long Term Planning CWP Sign Ordinance Update $ 25,000 General Frmd Yes Quality of Life 705 Economic Development CWP Regulating Diversified Retail Use W5,000 General Fund 'ty of� 711 BMR Affordable Housing Fund CWP City Plan to End Homelessness $ 300,000 BMR Housing Yes Housing 711 BMR Affordable Housing Fund CWP Consider Options to Develop ELI 100,000 BMR Housing Yes Housin� 800 PW Administration CWP Municipal Water System $ 100,000 General Fund Yes Sustainability and Fiscal Sir to 801 Resource Recovery CWP Single-Use Plastics O 70,000 Resource Recovery Yes Sustainability,and Fiscal Str� 804 Plan Review CWP Revisit 5G $ 250,000 General Fund Yes Quality of Life TOTAL CITY COUNCIL WORK PROGRAM 1,771, 122 Sustainability Electric Cooking Workshop Series $ 6,400 General Fund 300 I&IRRIMMImflo. Security Framework and Audit ® 60,000Internall 305 Multimedia EOC Control System Upgrade $ 15,000 General Fund 305 Multimedia Radio Windows 10 Replacement $ 10,000 General Fund 308 Applications Accela Business License $ 25,000 General Fund 308 Applications Campaign Does $ 3,500 General Fund 308 Applications City Data Services $ 1,500 General Fund 308 Applications Community Climate Solutions $ 4,000 General Fund 308 Applications Customer Service Solution for CDD $ 65,000 Genera]Fund 308 Applications ERP Exploration $ 50,000 General Fund 308 Applications Esports $ 1,700 General Fund 308 Applications Green $ 7,860 General Fund 308 Applications Intranet Hub Consulting Services $ 20,000 General Fund 308 Applications Lobbyist Re $ 15,000 General Fund 308 Applications Performance Management Application $ 32,000 General Fund 308 Applications Pre-Employment Assessment and Tests $ 5,000 General Fund 308 Applications Public Engagement $ 20,000 General Fund 308 Applications Redesign of City Website $ 45,000 General Fund 310 Infrastructure ActiveNet Additional Readers $ 9,000 Internal Service 310 Infrastructure Council Voting System and Timer $ 32,000 Internal Service 310 Infrastructure DUO MFA $ 19,500 Internal Service 310 Infrastructure Interactive Projector System with Games $ 7,000 Internal Service 310 Infrastructure Line Locator with GPS $ 15,000 Internal Service 310 Infrastructure Redundant Satellite Network �$ 10,000 Internal Service 310 Infrastructure Senior Center Access Controls $ 16,000 Internal Service 3101nfrastructn*a Skydio Drone $ 18,000 Internal Service 310 Infrastructure Wireless Bridge $ 12,400 Internal Service 310 Infrastructure Wireless Netw $ 20,500 Internal Service 601 Recreation Administration kCupertinoCams $ 75,000 General Fund 612 Park Facilities Environmental Educati 1,000 General Fund 701 Current Planning Legal Fees $ 500,000 General Fund 702 Mid and Long Tenn Planning Laserfische planning 30,000 General Fund 705 Economic Development Targeted Marketing Program to Assist Small Business $ 9,100 General Fund 801 Resource Recovery SB1383 Procure $ 50,000 Enterprise 808 McClellan Ranch Grounds 4H Perimeter Fence Re la cement $ 30,000 Genera]Fund 811 Blackberry Farm Grounds Maintenance finish Arbors $ 15,000 General Fund 812 School Site Maintenance Backflow Prevention Device Replacements $ 6,000 General Fund 813 Neighborhood Parks Backflow Prevention Device Replacements = $ 15,000 General Fund 813 Neighborhood Parks Basketball Court Resurfacing $ 20,000 General Fund 814 Sport Fields Jollyman,Creekside Basketball Court Resurfacing ]JW $ 10,000 General Fund 814 Sport Fields Jollyman,Creekside Backflow Prevention Device Replacements $ 4,000 General Fund 820 Sidewalk Curb and Gutter Annual Sidewalk Curb&Gutter ' $ 1,300,000 Special Revenue 820 Sidewalk Curb and Gutter Annual Sidewalk Grinding $ 100,000 Special Revenue 821 Street Parent Maintenance i Streets,Parking Lots,and Park Pathways = $ 2,100,000 Special Re FY 2021-22 Adopted Budget Budget Message 49 825 Street Tree Maintenance Cage conversion to Rope Shop $ 10,000 General Fund 825 Street Tree Maintenance Foothill Blvd Median Tree Work $ 30,000 General Fund 827 Building Maintenance City Hall Electrical Preventive Maintenance $ 25,000 General Fund 827 Building Maintenance City Hall Fascia Repair and Painting $ 60,000 General Fund 827 Budding Maintenance City Hall Lower Floor Recarpeting $ 70,000 General Frmd 827 Building Maintenance City Hall Boiler Preventive Maintenance $ 5,000 General Fund 828 Budding Maintenance Library Boiler Preventive Maintenance $ 5,000 General Fund 828 Building Maintenance Library Exterior Door Paint- $ 6,000 General Fund 829 Building Maintenance Service Center Emergency Power Upgrades $ 28,000 General Fund 829 Building Maintenance Service Center Shop Building Roof Recoating $ 50,000_General Fund 829 Building Maintenance Service Center Storage Shed Replacement $ 7,000 General Fund 829 Building Maintenance Service Centel �ocksmith Training 3 4,000 General Fund 830 Quinlan Community Center Maintenance Boiler Preventive Maintenance $ 5,000 General Fund 832 Building Maintenance McClellan Ranch_Gift Shop Exterior Pahrting 20,000 General Fund 836 Building Maintenance Sports Center Exterior Lighting Improvements $ 24,000 Enterprise Fund 836 Building Maintenance Sports Center Exterior Paintln 45,000 Enterprise Fund 836 Building Maintenance Sports Center Multipurpose Room Hardwood Floor Refinishing $ 20,000 Enterprise Fund 836 Building Maintenance Sports Center Door Refimshm $ 15,000 Enterprise Fund 836 Budding Maintenance Sports Center Locker Room Bench Refinishin $ 5,000 Enterprise Fund 838 Building Maintenance Community Hall Exterior Door Pafrrting $ 4,000 General Fund 838 Budding Maintenance Community Hall Water Bottle Filling Installation $ 13,000 General Fund 641 BBF Facilities Maintenance Pool Water Bottle Filling Station Installation $ 13,000 General Fund 841 BBF Facilities Maintenance Pool Cover Replacement $ 11,000 General Fund 841 BBF Facilities Maintenance Uninterrupted Power Supply Installation $ 5,000 General Fund 844 Traffic Engineering VMT to LOS Standards $ 130,000 General Fund 846 Safe Routes to School Pedestrian Education $ 44,240 General Fund 846 Safe Routes to School Riding for Focus Program $ 49,000 General Fund 848 Street Lighting Civic Center/Library Atrium LED Light Upgrade $ 47,000 General Fund 848 Street Lighting Don Burnett Bridge LED Light Replacement $ 47,000 General Fund 848 Street Lighting Street Light Pole Replacement $ 208,000 General Fund 985 Fixed Asset Acquisition Vactor Truck $ 366,000 Internal Service 985 Fixed Asset Acquisition Vehicle Replacement $ 626,200 Internal Service 986 CIS AR McClellan Ranch $ 40,000 Internal Service 986 GIS_ Data Governance and Data Warehouse $ 75,000 Internal Service 986 GIS Drone Deploy $ 18,000 Internal Service 986 GIS ESRI Web Editor Licenses $ 10,000 Internal Service 986 GIS Online Services Subscription Fees $ 2,200 Internal Service 986 GIS Quinlan Touch Screen $ 40,000 Internal Service 986 GIS Rapid Plan $ 4,000 Internal Service TOTAL NON-CITY WORK PROGRAM $ 6,998,100 TOTAL CITY SPECIAL PROJECTS $ 8,769,100 Current Economic Update National and State Economic Conditions Through the fourth quarter of 2020,the U.S. economy continued to show steady growth.U.S. Gross Domestic Product (GDP) increased by 4.0% in 2020 according to the Bureau of Economic Analysis, compared with an increase of 2.1%in 2019. The increase in fourth quarter GDP reflected both the continued economic recovery from the sharp declines earlier in the year and the ongoing impact of the COVID-19 pandemic,including new restrictions and closures that took effect in some areas of the United States. The full economic effects of the COVID-19 pandemic cannot be quantified in the GDP estimate for the fourth quarter of 2020 because the impacts are generally embedded in source data and cannot be separately identified. Economic growth is poised to accelerate meaningfully in the current quarter as vaccine distribution becomes more widespread in the U.S. amid an ongoing backdrop of robust fiscal support, low interest rates, and accommodative monetary policy. The vaccine rollout has been faster than expected and roughly 20% of the U.S. population is now fully vaccinated, and more than one-third has received at least one dose. Meanwhile, robust fiscal spending along the Federal Reserve's highly accommodative monetary policy continues to provide support for the economic and financial markets.The Federal Open Market Committee kept monetary policy unchanged at their March 2021 meeting as expected,with the fed funds target rate in the range of 0.0% to 0.25%. The Fed intends to remain accommodative until the labor market has made a strong recovery and inflation is sustainably on track to achieve their 2.0% longer-run target. The majority of Fed policymakers expect to keep the fed funds rates unchanged through 2023. Through inflation rates are likely to increase in the coming months, the Fed believes the increase will be transitory and the Fed intends to remain on the sidelines. Fed Chair Powell emphasized that policymakers will clearly telegraph their outlook for monetary FY 2021-22 Adopted Budget Budget Message 50 policy well in advance of any future policy changes. The yield curve has steepened. Year-to-date, the yield on 2-year Treasuries is about four basis points higher while the yield on 10-year Treasuries is nearly 83 basis points higher, as of March month-end. In April, we have seen a modest retreat in longer-term Treasury yields. Nevertheless, it is believed the Treasury yield curve is poised to modestly steepen further as the year progresses, which would be consistent with an improving economic outlook, more widespread vaccine distribution,the anticipation of ongoing fiscal spending, and a moderate pick-up inflation. U5 Unemployment Rate 7 6 5 w i� . 4 W v E 0 0 a E 3 m 2 1 0 Mar-16 Mar-17 Mar-18 Mar-19 Mar-20 Mar-21 COVID-19 is having significant impacts on the nation's unemployment.The U.S.unemployment rate stood at 6.0% in March 2021, down from 6.2% in the previous month. The participation rate increased to 61.5% from 61.4%. A broader measure of unemployment called the U-6, which includes those who are marginally attached to the labor force and employed part-time for economic reasons,decreased to 10.7%from 11.1%. FY 2021-22 Adopted Budget Budget Message 51 Monthly Employment-San Jose/Santa Clara MSA 1,200,000 1,000,000 v roc 800,000 - 0 600,000 0 N 400,000 E z Z 200,000 0 Mar 16 Mar 17 Mar 18 Mar-19 Mar-20 Mar-21 Consumer confidence, as reflected by the Conference Board Consumer Confidence Index, decreased over the previous year and stands at 109.7 as of March 2021, including a 19.3 point increase over the previous month. Consumer Confidence increased to its highest level since the onset of the pandemic in March 2020. Consumers' assessment of current conditions and their short-term outlook improved significantly, an indication that economic growth is likely to strengthen further in the coming months. Consumers'renewed optimism boosted their purchasing intentions for homes, autos, and several big-ticket items. However, concerns of inflation in the short-term rose, most likely due to rising prices at the pump, and may temper spending intentions in the months ahead. California's unemployment rate improved to 8.5% in March 2021, a significant decrease compared to last year's unemployment rate of 5.3%. Per capita personal income increased 7.1% in 2020 over 2019, mostly due to faster growth in wages; however, it is reasonable to anticipate declines in income in 2021 as a result of COVID-19. Growth in the housing market continued over the prior year with the prices of single-family homes up 23.9%and sales up 19.7%compared to March of last year according to the California Association of Realtors (CAR). Growth in Santa Clara County also increased over the prior year with the prices of single- family homes up 14.3%and sales up 44.3%. Cupertino Economic Conditions Employment in the San Jose/Sunnyvale/Santa Clara Metropolitan Statistical Area (MSA) continues to improve since the onset of the COVID-19 pandemic.The preliminary estimate of the March 2021 employment level in the MSA was 990,000, representing an approximately 55,000 drop from the March 2020 level. The March 2021 preliminary unemployment rate of 8.2%has increased from the 5.1%rate experienced a year ago, but decreased from the 9.2% rate as of January 2021. Our local unemployment rate is lower than the national unemployment rate of 4.2%. FY 2021-22 Adopted Budget Budget Message 52 Housing prices remain strong compared to the same period in 2020. As of March 2020, single-family homes sold for a median home price of $2.5 million, a notable increase over the past year. The increase in the median home prices correlates with property tax revenue being expected to increase slightly compared to last year due to reassessments of development projects. Due to the timing of property appraisals entering the assessor's role, the City did not anticipate significant impacts to property tax revenues in FY 2020-21. While growth has continued,the County Assessor's Office,for the first time in years,has elected to use a lower rate (1.036%)than the maximum 2%CPI annual inflator for the FY 2021-22 property tax roll. Key Budget Assumptions Revenue Assumptions The FY 2021-22 Adopted Budget is heavily reliant on the General Fund's top three revenue producers, sales tax, property tax, and transient occupancy tax. Although sales tax has experienced unanticipated increases, staff believe this to be a one-time experience and for sales tax to decrease in FY 2021-22 before increasing annually thereafter. Property taxes remain stable and although positive growth is anticipated in FY 2021-22, the impacts of a potential long-term and even permanent telework environment on property values remains to be seen. Transient occupancy taxes are expected to increase over the FY 2020-21 estimate; however, they are expected to be significantly less than historical highs experienced in FY 18-19. Although a full-recovery in FY 23-24 is anticipated, the extent of that recovery and long-term and/or permanent telework impacts has also yet to be seen. Personnel Assumptions The City is entering the third year of its currently effective labor agreements which assume 3.0% cost of living adjustment increases. Equity adjustments, and increases for retirement and health were also included in the increase for compensation and benefits. In addition, budgeted personnel expenditures factor in salary step increases for approximately 43% of employees who have yet to reach the top step in their classification's salary range.Typically,a step increase is equivalent to a five percent increase in salary with a range of five salary steps. Non-Personnel Assumptions Non-Personnel budgets were developed based on actual expenditures in prior years, and then adjusted for FY 2021-22 funding needs.In addition,one-time projects have been separated out in FY 2021-22 to ensure that expenditure trends reflect ongoing expenditure needs. Contingency budgets remained to be reduced by 50% since FY 2019-20. Contingencies are calculated at 2.5% of the total General Fund budget for contractual services and supplies and materials for operating programs.Consistent with past budgets, an additional 2.5% is allocated to the City Manager's discretionary budget to cover unanticipated program expenses. Ongoing Challenges Retirement Benefits Cupertino provides retirement benefits for its employees through the California Public Employee's Retirement System(Ca1PERS). Poor investment returns during the Great Recession and actuarial assumption changes have increased the gap between the pension system's assets and liabilities, resulting in the overall funded status of the system falling significantly. The funded status as of June 30, 2019 is estimated at 66.9%, down from 66.3%over the prior year due to lower than expected investment returns. FY 2021-22 Adopted Budget Budget Message 53 As a result, the Ca1PERS Board has adopted revised actuarial policies to improve the financial sustainability of the system. In February 2018, the Ca1PERS board voted to decrease the amortization period for new pension liabilities from 30 years to 20 years,effective July 1,2019.In addition,in December 2016,the CalPERS Board voted to reduce the discount rate, also known as the assumed rate of return for investments, by 0.5 percentage points to 7.0%. The result of this change is significant and will result in considerable increases in retirement costs well above what the City had previously forecasted for retirement expenses as noted in the table below. As of March 2020, Ca1PERS year-to-date earnings on investments were at 4%. Assuming Ca1PERS ends the year in a similar position, or in a position below the 7% desired target, the City can expect to see continued spikes in annual required contributions. The impacts from Ca1PERS investment earnings would not be included in the City's actuarial reports until FY 2022-23 and would be smoothed over a five- year period.As part of the FY 2018-19 Adopted Budget, City Council approved the creation of a Pension Rate Stabilization Program (PRSP), a Section 115 Trust that will act to stabilize pension rate volatility and minimize the impact on the General Fund's operating budget from year to year. During FY 2018-19, the City contributed an initial investment of $8.0 million to the trust. The FY 2021-22 Adopted Budget includes this $8.0 million as well as an additional $6 million in contributions made since inception. The trust's estimated fund balance is reported as restricted fund balance to provide stabilization through the following ramp-up period as necessary: Projected Employer Contributions Projected Payroll $ 19,703,312 $20,245,154 $20,801,895 $21,373,947 $21,961,731 $22,565,678 Normal Cost(%) -10.4�10.1%M 9.8%� 9.4%& 9.1 Normal Cost $ 2,057,026 $ 2,044,761 $ 2,038,586 $ 2,009,151 $ 1,998,518 $ 1,985,780 UAL Payment 111IW4,107,747 $ 4,513,000 $ 4,803,000 $ 5,093,000 $ 4,881,000 $ 5,039,000 Total Contribution $ 6,164,773 $ 6,557,761 $ 6,841,586 $ 7,102,151 $ 6,879,518 $ 7,024,780 Total Contribution(%) W31.3% 32.4% 32.9% 33.2% 31.3% 31.1% Revenue Volatility The City's revenue mix is heavily reliant on volatile business-to-business sales tax, which makes up a large portion of the City's annual General Fund revenues. Business-to-business sales taxes are very sensitive to economic fluctuations as evidenced by Cupertino's experience during the dot-com bust from 2000-2004. Our heavy reliance on the volatile high-tech industry also makes us vulnerable. The loss of one of our top three sales tax producers in FY 2013-14 only made the City more reliant on a single tax producer, making us more vulnerable to its business volatility. The City's sales and transient occupancy tax revenues experienced great fluctuation since the outbreak of COVID-19 in 2020. While restaurants and hotels, general consumer goods, and automotive industry groups were severely impacted, the City's business-to-business and County pool allocation share increased substantially. This was brought on by shelter-in-place mandates throughout the State which reduced the sales tax revenue for restaurants and brick and mortar retail; thereby increasing online sales. Additionally,the conversion to a telework environment increased the demand for computer and electronics equipment, which also increased the City's sales tax revenues. In total, the City's sales tax revenues spiked to historic highs in both FY 2019-20 and FY 2020-21;however, the City is considering this to be a one-time experience. As the State continues toward a recovery and businesses continue their opening,it is anticipated the City's restaurant and hotels, general consumer goods, and automotive industry groups will recover and increase as well. However, these increases will only slightly mitigate the anticipated declines in FY 2021-22 Adopted Budget Budget Message 54 the City's business-to-business and County pool share allocation as online sales fall from recent historic highs. Transient occupancy remains devastated and although a recovery is anticipated by FY 2023-24,we're unsure about the extent of the recovery and what the"new normal"will look like. FY 2021-22 Adopted Budget Budget Message 55 This page intentionally left blank. FY 2021-22 Adopted Budget Budget Message 56 Budget Guide FY 2021-22 Adopted Budget Budget Guide 57 This page intentionally left blank. FY 2021-22 Adopted Budget Budget Guide 58 Our Mission The mission of the City of Cupertino is to provide exceptional service,encourage all members of the community to take responsibility for one another, and support the values of education,innovation,and collaboration. FY 2021-22 Adopted Budget Budget Guide 59 Elements of the Budget Document 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 includes a glossary of budget terminology. The budget document includes the following key elements: Budget Message: This section includes the City Manager's transmittal letter submitting the budget to the City Council. The Budget Message also 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. Fiscal Strategic Plan: The Fiscal Strategic Plan Committee was formed to analyze current funding gaps and present a more accurate financial picture.The committee identifies one-time,non-recurring revenue. Budget Guide: This section includes the City's Mission and other tools to assist the reader in identifying key terminology in the budget document. Community Profile: This section describes Cupertino's history, the economic and city profiles, community statistics,recreation and community services,education,and additional areas of interest in the city. Financial Policies and Schedules:This section provides financial information on projected revenues, expenditures,fund balances and reserves. It includes the Budget Summary of Funds as well as detailed fund descriptions and information on all revenue sources and expenditure projections. This section also includes fund balance trends and detailed revenue and expenditure projections for the next five years. Additionally,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 quarterly and budgets are based on this trend analysis. Departmental Operating Budgets: This section details historical and proposed expenditures by operating department. The City is organized into seven key operating functions, including Administration, Law Enforcement, Innovation Technology, 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. Expenditures for employee compensation and benefits are based on negotiated contracts. The materials categories of expenditures are based on trends. Contract services and capital outlay are justified each year by the departments.Special Projects include any one-time projects or costs. Departmental expenditures are divided into the following categories: . Employee Compensation represents permanent full-time and part-time salary costs and overtime. • Employee Benefits represents 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. FY 2021-22 Adopted Budget Budget Guide 60 • Contract Services represents legal, consulting and other professional services, contract repair and maintenance, utility charges, training and memberships, equipment rentals, insurance and employment services. • Cost Allocation represents Cost Allocation and Internal Service charges to user departments . Contingencies represent 2.5% of total budgeted materials and contract costs and is designed for unexpected expenditures and/or emergencies. • Capital Outlay represents expenditures for tangible fixed assets including land, buildings, furniture, equipment and City vehicles. • Special Projects represent any one-time projects or costs. • Debt Service/Other represents principal and interest payments on outstanding debt and interfund transfers. Non-Departmental Operating Budgets: This section details historical and proposed expenditures for the functions of interfund transfers and debt service. Capital Improvements: The Capital Improvements section is in a separate document called Capital Improvement Program that details the proposed capital projects for the next five fiscal years. These projects are organized into five categories: Parks, Buildings, Streets, Traffic Facilities, and Storm Drainage. The five- year budget denotes funding sources and a description of each project.The City Council approves funding of Capital Improvements on a total project basis.The project may expend the funds over multiple years. FY 2021-22 Adopted Budget Budget Guide 61 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 is found below. Accrual-A basis of accounting in which revenues are recognized in the accounting period in which they are earned and expenses are recognized in the period in which they are incurred. 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. Balanced Budget-A balanced budget requires that the amount of budgeted expenditures be equal to or less than the amount of projected revenues for the budget year. 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 balances or from 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 Allocation Plan - A plan that details how indirect costs are calculated and allocated to user departments. 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. 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. FY 2021-22 Adopted Budget Budget Guide 62 Expenditure Category—A basis for distinguishing types of expenditures. The major expenditure categories used by the City are employee compensation, employee benefits, materials, contract services, appropriations for contingency,special projects,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. Full-Time Equivalent(FTE)—The ratio of a position in comparison to the amount of time a regular,full-time employee normally works in a year. A full-time employee (1.00 FTE) is paid for 2,080 hours a year. Positions budgeted to work less than full-time are expressed as a percent of full-time. 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. Governmental Fund—Account for activities that are primarily tax-supported operations or other mandatory payments. Reported using the current financial resources measurement focus and the modified accrual basis of accounting. 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. Modified Accrual—Under the modified accrual basis of accounting, revenues are recognized in the period in which they become available and measurable, and expenditures are recognized at the time a liability is incurred pursuant to appropriation authority. 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. FY 2021-22 Adopted Budget Budget Guide 63 Subsidy — Supplemental resources provided to ensure adequate funding when anticipated expenditures exceed revenues. Transfer Out — Amounts transferred from one fund to another to assist in financing the services for the recipient fund. User Fees—Fees charged to users of a particular service provided by the City. FY 2021-22 Adopted Budget Budget Guide 64 Commonly Used Acronyms ABAG Association of Bay Area Governments ACFR Annual Comprehensive Financial Report AYSO American Youth Soccer Organization B/PAC Bicycle/Pedestrian Advisory Committee BAAQMD Bay Area Air Quality Management District BMR Below Market Rate CAP Cost Allocation Plan CMTA California Municipal Treasures Association CPI Consumer Price Index CPUC California Public Utilities Commission CSMFO California Society of Municipal Finance CYSA California Youth Soccer Association EAP Employee Assistance Program EIR Environmental Impact Statement EOC Emergency Operations Center ERAF Education Revenue Augmentation Fund FEMA Federal Emergency Management Agency FLSA Fair Labor Standards Act FPPC Fair Political Practices Commission FSA Flexible Spending Account GASB Governmental Accounting Standards Board GFOA Governmental Finance Officers Association HVAC Heating Ventilation and Air Conditioning FY 2021-22 Adopted Budget Budget Guide 65 IPM Integrated Pest Management JPA Joint Powers Authority LTD Long Term Disability MOU Memorandum of Understanding MTC Metropolitan Transportation Commission OES Office of Emergency Services OPEB Other-Post Employment Benefits PC Planning Commission PEMHCA Public Employees'Medical and Hospital Care Act PERS (aka Ca1PERS)Public Employees'Retirement Systems PIO Public Information Officer PTA Parent Teacher Association RDA Redevelopment Agency RFP Request for Proposals RFQ Requests for Qualifications RHNA Regional Housing Needs Allocation RMS Records Management System RWQCB Regional Water Quality Control Board UBC Uniform Building Code YAC Youth Advisory Commission VSP Vision Service Plan FY 2021-22 Adopted Budget Budget Guide 66 Revenues, Expenditures, and Fund Balance Table 2019 2020 2021 Adopted 2022 Adopted Category Actual Actual Budget Budget Revenues Taxes - - - - Licenses and Permits - - - - Use of Money and Property - - - - Intergovernmental Revenue - - - - Charges for Services - - - - Fines and Forfeitures - - - - Miscellaneous Revenue - - - - Interdepartmental Revenue - - - - Total Revenues - - - - Expenditures Employee Compensation - - - - Employee Benefits - - - - Materials - - - - Contract Services - - - - Cost Allocation - - - - Capital Outlay - - - - Special Projects - - - - Contingencies - - - - Total Expenditures - - - - Fund Balance (Usage) - - - - General Fund Costs - - - - Taxes—Money received from tax revenue Licenses and Permits—Money received from license and permit fees Use of Money and Property—Interest earnings,facility and concession rents Intergovernmental Revenue—Funds received from Federal,State or Local government such as grants Charges for Services—Fees collected for services provided by the department Fines and Forfeitures—Money received from fines and penalties Miscellaneous Revenue — Money received from various sources such as donations, salvage and legal settlement Interdepartmental Revenue—Interdepartmental service charges and transfers Total Revenues—Total of all revenue categories Employee Compensation—Full-time and part-time salaries Employee Benefits—Employee benefits including health insurance and retirement Materials—All material, conference and training costs FY 2021-22 Adopted Budget Budget Guide 67 Contract Services-All contracted goods and services Cost Allocation-Cost of services from other City departments and depreciation expenses Capital Outlay-Land,buildings,vehicles,infrastructure and assets used in operation beyond one year Special Projects-One-time projects or costs Contingencies-Funds for unexpected expenses and emergencies Total Expenditures-Total of all expenditure categories Fund Balance-The net effect of assets less liabilities at any given point in time General Fund Contribution-Total Expenditures minus Total Revenues minus Fund Balance The inclusion of current and historical "actual" and "budget" information is a necessary component of the Government Finance Officer's Association (GFOA) reporting requirements. Due to the extensive amount of financial data, it is important to understand the meaning of these tables. "Actual" data represents actual revenues or expenditures that have been recognized or incurred in the respective fiscal year. Although amounts were budgeted in those years, these actual amounts are irrespective of the budget which should be taken into account when comparing historical actuals with current budgeted figures. The City's website includes an appendix showing historical budget versus actual information for the last 4 fiscal years at the account detail level(cupertino.org/our-city/departments/finance/budget-reports). FY 2021-22 Adopted Budget Budget Guide 68 Community Profile FY 2021-22 Adopted Budget Community Profile 69 This page intentionally left blank. FY 2021-22 Adopted Budget Community Profile 70 History "This place of San Joseph Cupertino has good water and much firewood, but nothing suitable for a settlement because it is among the hills very near to the range of cedars which I mentioned yesterday,and lacks level lands." When Spanish explorer San Juan Bautista De Anza traveled through California in 1776, he and his party documented these words about the land surrounding Stevens Creek,named back then as Arroyo San Joseph Cupertino.However,first impressions can often be misleading.Underneath the spiny,overgrown bush was a completely different land waiting to be uncovered. During this time, the area was populated by Native Americans who hunted and gathered,prospering from the abundant resources the land had to offer. It wasn't until 1848 when the first American settler,Elijah Stephens,a blacksmith from South Carolina,moved to the area—at this time, named simply'West Side'and primarily owned by the government. After crossing over the Sierra Nevada in wagons, he discovered the true value of the land underneath the bush, and proceeded to purchase over 300 acres of farmland to grow grapes and blackberries. Stephens pioneered the way for farmers, which established West Side as an agricultural hot spot. The land Stephens owned eventually became Blackberry Farm, and the road, creek, and reservoir were all named after him, although misspelled. In early West Side,many of the newest advances in agriculture were being developed.Settlers were drawn to the land because of its rich earth,where they were able to grow products that competed on the world market. Once the bush had been cleared,they grew grapes,which covered the West Valley area with vineyards by the late 1800s. By the 1900s, a plant louse called Phylloxera spread throughout the vineyards, attacking the roots of the grape vines, killing the grapes and putting a halt to wine production. As a solution, nearly everything was replanted with fruit orchards. When the fruit trees blossomed, visitors would come to the orchards for "The Valley of Heart's Delight" festivals, which celebrated the prosperous agriculture of the West Valley area. Apart from the farmland,West Side was primarily known as a crossroads, an intersection between Saratoga- Sunnyvale Road and Stevens Creek. This served as a way station for travelers to pass through while going from town to town. As more people came to West Side to take advantage of the rich farm land, more family holdings gathered around the cross-roads. Starting off as just a post office and home union store,West Side's humble cross-roads brought many diverse communities, all attracted by the preferable climate and profitable market for crops. As more people were drawn to the area around the cross-roads, the orchards were gradually replaced with modern houses for workers.The population steadily grew, and the face of West Side changed,progressing to a more modern town.The community wanted to rename the city,as to not confuse it with other cities,as well as establish a unique identity.John T.Doyle,a lawyer from San Francisco,and writer of historical anthologies on the area,chose the name"Cupertino" after the original name of the creek. After the post-World War II population boom, the growing community petitioned for Cupertino to become an incorporated town. Members of the community were worried that the alternative to incorporation was to have parts of Cupertino annexed by surrounding cities, splitting up the community and erasing the local culture. To preserve the rural atmosphere, lower taxes for farmers, start a local government, and prepare for growth, Cupertino voted for incorporation. In 1955, Cupertino officially became the 13th city in Santa Clara County. FY 2021-22 Adopted Budget Community Profile 71 By the 1970s, Cupertino once again began to undergo dramatic changes. The growing community attracted several large technology corporations. Lockheed Martin, HP, Intel, and many other big names established themselves in the Silicon Valley.Apple Inc.was founded in Cupertino in 1976 and quickly grew into the tech giant it's known for today. In the late 20th century, Cupertino and the surrounding areas experienced another surge in population growth, this time due to the immigration of people from Asian countries. Immigration laws at the time were in the favor of families looking to move to the Silicon Valley.People immigrated here for a variety of reasons —whether they were aspiring for career prospects with major tech companies, or striving for a quality education for their children, everyone who immigrated here had a common goal: to find opportunities to work hard for a better life for themselves and their families. FY 2021-22 Adopted Budget Community Profile 72 Community Economic Profile Cupertino,with a population of 66,274 and City limits stretching across 13 square miles, is considered one of the most prestigious cities to live and work in the Bay Area. Economic health is an essential component to maintaining a balanced city, 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 so that success as a partnership is a direct reflection of success as a community. The cornerstone of this partnership is a cooperative and responsive government that fosters residential and business prosperity and strengthens working relationships among all sectors of the community. Because Cupertino is a mature, 93% built-out city, the City of Cupertino focuses on business retention and revitalization. Cupertino is world renowned as the home to high-tech giant Apple, Inc., and as a community with stellar public schools. De Anza College, one of the largest single-campus community colleges in the country, is another major employer and a magnet for attracting local and international students. The City's proactive economic development efforts have resulted in an innovative environment for start-ups and growing companies to thrive, including Bromium, DURECT, SugarCRM, Panasonic Venture Group, Altia Systems,Mirapath,Aemetis Inc,Mist Systems,and Plus.The City strives to retain and attract local companies through active outreach and a responsive and customer-oriented entitlement process. Cupertino is excited to have a number of new mixed-use development projects offering more retail and dining options, as well as provide additional housing opportunities to meet the needs of the growing community. 4s r �_ 1� 4F The Main Street and Nineteen800 mixed-use developments have created a vibrant downtown area for Cupertino,offering a large selection of restaurants and retailers,including Alexander's Steakhouse,Eureka!, Oreri s Hummus,Lazy Dog,Ippudo,Pasta Armellino,HaiDiLao Hot Pot Restaurant,Pineapple Thai,Pressed FY 2021-22 Adopted Budget Community Profile 73 Juicery,Orangetheory,85 Degree Bakery,SomiSomi,Sul&Beans,Kura Sushi,Vitality Bowls,La Pizzeria, Tan-cha,Koja Kitchen,Bishops Cuts&Colors,Capezio,Howard's Shoes,and Meet Fresh.Housing,office, and the Residence Inn by Marriott are available to support the thriving area. Serving as a long-time retail anchor for the community, The Marketplace has a variety of stores and restaurants popular with students, families, and working professionals. They include Galpao Gaucho, Daiso, Marukai Groceries, Harumi Sushi, La Patisserie Bakery, Beard Papa's, Legend's Pizza, Icicles, Kong's Tofu & BBQ,Rori Rice,One Pot Shabu Shabu,Olarn Thai,and Erik's DeliCafe to name a few. Cupertino Village is undergoing renovations to upgrade existing buildings, construct new buildings, parking, and open-courtyard space. The shopping center is home to 99 Ranch Market, Duke of Edinburgh Pub&Restaurant,JSJ Street Kitchen, Kira Kira Beauty,MOD Pizza,Ten Ren Tea, Fantasia Coffee &Tea, Kee Wah Bakery, Happy Lemon, and many other Asian restaurants, bakeries, and shops. The property owners have received approval to construct a new full-service boutique hotel with 185 rooms to accommodate business and leisure travelers. Cupertino features many other retail opportunities, including TJ Maxx and Home Goods, Whole Foods, Target, Party City, and over 180 restaurants to serve residents and the local workforce. There are now seven hotels providing over 1,000 rooms, to serve the area: The Aloft Cupertino, Cupertino Hotel, Hilton Garden Inn,Hyatt House,Juniper Hotel operated by Curio,Marriott Courtyard,and Residence Inn by Marriott. Another longtime retail anchor in north Cupertino is Homestead Square Shopping Center, located at Homestead Road and De Anza Boulevard. This shopping center includes a 24-hour Safeway, Ulta Beauty, Ross Stores, Pet Club, Michael's, Rite Aid, FedEx, and numerous restaurants, such as Fish's Wild, Pho Hoa Noodle Soup,Yayoi Teishoku Japanese Restaurant,Starbucks,Chipotle,and financial institutions. Recently approved is the redevelopment of The Oaks Shopping Center site, located off of State Route 85 freeway and across from De Anza College. The Westport Cupertino project will be a mixed-used development consisting of 267 housing units (Rowhouse/Townhomes, senior apartments, memory care rooms)and 20,000 square feet of commercial space. Apple Park,Apple's newest corporate campus,features approximately 2.8 million square feet of office and R&D space north of Highway 280 between Wolfe Road and Tantau Avenue.A state-of-the-art Visitors Center,Observation Deck,flagship retail store and cafe are open to the public. FY 2021-22 Adopted Budget Community Profile 74 City Profile 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 Cupertino Community Hall. The meeting schedule is available on the City's website, and currently public participation in the Council meetings is available through online remote access. The City has 202.75 authorized full-time benefited employee positions.Departments include: • City Council&Commissions • Administration(City Manager,City Clerk,City Attorney) • Innovation Technology(GIS,Infrastructure,Applications) . Administrative Services(Finance,Human Resources) • Parks and Recreation (Business and Community Services, Recreation and Education, Sports, Safety, and Outdoor Recreation) . Community Development (Planning, Building, Housing Services, Code Enforcement, Economic Development) • Public Works (Environmental Programs, Developmental Services, Service Center, Grounds, Streets, Trees and Right of Way,Facilities and Fleet,Transportation,Storm Drain Management) • Public Safety services are provided by the Santa Clara County Sheriff's Department and the Santa Clara County Fire District. Assisting the City Council are several citizen advisory commissions and one committee including: • Audit Committee • Fine Arts Commission . Housing Commission • Library Commission . Parks and Recreation Commission • Planning Commission • Public Safety Commission . Sustainability Commission • Teen Commission • Technology,Information and Communication Commission The Commissioners are appointed by Council and vacancies are announced so that interested residents can apply for the positions.For more information,visit cupertino.org/commissions. Housing Based on data from Corelogic the median sales price for an existing single-family home was $2,185,000 in February 2021.For housing programs in Cupertino,please see"Programs&Applications." Community Health Care Facilities Cupertino is served by a number of private medical practitioners and El Camino Health Urgent Care.Nearby hospitals include Kaiser Permanente Medical Center in Santa Clara, Valley Health Center in Sunnyvale, El Camino Hospital in Mountain View, O'Connor Hospital in San Jose, Community Hospital of Los Gatos, Stanford Hospital in Palo Alto,and the Saratoga Walk-in Clinic in Saratoga. FY 2021-22 Adopted Budget Community Profile 75 Utilities Utility Company Phone Number Gas&Electric Pacific Gas and Electric 800-743-5000 Phone AT&T residential service 800-894-2355 Phone AT&T business service 800-750-2355 Cable Comcast 800-945-2288 Solid Waste&Recycling Recology 408-588-7200 Water San Jose Water Company 408-279-7900 Water California Water Service 650-917-0152 Sewer Service Cupertino Sanitary District 408-253-7071 Tax Rates 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 of 2%annually.Property created or sold since March 1, 1975 bears 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, and other taxing agencies.Assessed valuations and tax rates are published annually after July 1. Assessed Valuation(Secured and Unsecured)as reported in the Santa Clara County 2020-2021 Annual Report: Cupertino:$27,821,316,543 County:$551,542,708,166 Retail Sales Tax Distribution Agency Sales Tax Distribution State 6.000% VTA 1.125% City of Cupertino 1.000% County General Purpose 0.625% County Transportation 0.250% Total 9.000% Transportation Rail:The CalTrain station is four miles north of Cupertino.The Amtrak station is 10 miles south. Air: The San Francisco International Airport is located roughly 30 miles north, and the Mineta San Jose International Airport is located approximately 11 miles south. FY 2021-22 Adopted Budget Community Profile 76 Bus: Cupertino is served by the Santa Clara Valley Transportation Authority. The routes listed below pass through the City.For Cupertino-specific schedules and maps visit their online website: • Route 23 San Jose—Mountain View/Palo Alto • Route 25 San Jose—De Anza College . Route 26 Eastridge—Lockheed • Route 36 East San Jose—Vallco • Route 51 Vallco—Moffett/Ames . Route 53 Westgate—Sunnyvale • Route 55 De Anza—Great America • Route 81 East San Jose—Vallco • Express 101 Camden/Branham—Palo Alto • Express 501 Palo Alto—I.B.M Bailey Car: The City of Cupertino is in the heart of the world-renowned Silicon Valley. The major highway transportation facilities are Interstate Route 280 and State Route 85 freeways. The City is linked internally by several principal arterials and Santa Clara County expressways. Principal arterials are De Anza Boulevard, Stevens Creek Boulevard, and Wolfe Road. Nearby expressways are Lawrence Expressway and Foothill Expressway. Sister Cities City of Cupertino recognizes the value of developing people-to-people contacts by strengthening the partnerships between the city and its four sister cities of Copertino, Italy; Hsinchu, Taiwan; Toyokawa, Japan, and Bhubaneswar, India. Cupertino's Sister City partnerships have proven successful in fostering educational, technical, economic, and cultural exchanges. Over the years, there have been many delegations visiting both the cities as well as many local students participating in annual student exchange programs. - l CITIES 512 ro 77 TAIWAN 63 OBANES 8.065 w 1. r l 5 o-� s G. musrk e k: N FY 2021-22 Adopted Budget Community Profile 77 Education Winners of numerous state and national awards for excellence, Cupertino's schools are widely acknowledged as models of quality instruction. Cupertino Union School District serves over 18,000 students in a 26 square mile area that includes Cupertino and portions of five other cities. The district has 20 elementary schools and five 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 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 10,000 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 achievements. Many high schools in the district exceed their established achievement targets for the State Academic Performance Index. District students are encouraged to volunteer and 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 Award"medal that may be worn at their graduation ceremonies. Building on its tradition of excellence and innovation, De Anza 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. 0 t °r De Anza 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 customized training arranged by employers.Several De Anza programs encourage economic development through college credit courses,short-term programs,services for manufacturers, technical assistance,and/or recruitment and retention services.De Anza College is the top Silicon Valley FY 2021-22 Adopted Budget Community Profile 78 college in numbers of students transferring to four-year schools,and is always at or near the top statewide, earning it the distinction of, "Tops in Transfer." FY 2021-22 Adopted Budget Community Profile 79 Programs and Applications Community Outreach Programs Leadership 95014 Leadership 95014 is a program designed by the City of Cupertino, Wilfred Jarvis Institute, and other local sponsors to offer an exciting adult program that is guaranteed to enhance the participants'leadership skills. The ten full-day sessions feature inside looks at local governments, the social sector, local non-profit organizations, and educational institutions. This 9-month program is offered annually, September to May, and applications can be found online. Neighborhood Block Leader Program Good neighborhoods are those where neighbors work together on common issues and look out for each other. Block leaders take extra steps to connect neighbors and build community, making our neighborhoods safer and more harmonious. The Block Leader Program teaches residents how to get to know their neighbors and how to organize activities so neighbors can more easily communicate with each other. Block leaders are vital links between City Hall and the neighborhoods, and leaders gain the inside track on neighborhood development activities. r lL i I F Neighborhood Watch Neighborhood Watch is a crime prevention program that enlists the active participation of citizens in cooperation with law enforcement to reduce crime in our communities. The program involves: neighbors getting to know each other and working together in a program of mutual assistance; citizens being trained to recognize and report suspicious activities in their neighborhoods; and implementation of crime prevention techniques such as home security and operation identification. To organize a Neighborhood Watch program in your neighborhood,please contact the Neighborhood Watch Coordinator at 408-777-3177. eCAP Email Community Alert Program (eCAP) was created by the Santa Clara County Sheriff's Office to prevent and reduce crime by raising community awareness, minimizing opportunities for crime, and increasing the possibility of solving crimes with the public's help. Cupertino residents may voluntarily register their email addresses with the Sheriff's Office for community alert messages. Citizens can sign-up at a Neighborhood Watch meeting or log-on to the City of Cupertino's eCAP online registration. FY 2021-22 Adopted Budget Community Profile 80 Affordable Housing:BMR(Below Market Rate)Program The City of Cupertino requires 15% of all new construction be affordable to households below 120% of the County median income.Rental units are affordable to very low and low-income households while ownership units are affordable to median and moderate-income households. The City of Cupertino contracts with Hello Housing to screen and place qualified households in most of the city's BMR units. Hello Housing maintains a waiting list of interested persons for these BMR units. For more information, visit the website at www.hellohousing.org/stewardship/cupertino/faq or call (415) 863-3036 (messages returned within 36-48 hours). Smart Phone Applications Mobile 95014 City of Cupertino's Mobile 95014 app offers latest listing of Cupertino news and events as well as local parks, schools, and recreation offerings in the city.This app showcases environmental services and community services such as Block Leaders and Neighborhood Watch programs.Users can learn about public safety and contact City Council members and City officials.The app also offers links to Cupertino's social media sites. CUPERTIN MOBILE 71 95014. CITY OF CUPERTINO CITY SERVICES Trees 95014 Trees 95014 is an iPhone/iPad and Android app which provides details about the city-planted trees in Cupertino. Users can search for trees by street name or by current location. The search results show the picture of the tree and details such as location, height, diameter, and species. Cupertino residents can also sign up their tree,name their tree,and request tree service through this app. Eats 95014 Eats 95014 is the local restaurant app that showcases Cupertino's dining options such as restaurants, grocery stores, farmers'markets, and vineyards. The app provides information on the services offered at such eating places including store hours,parking information,noise level,directions,and website link. Ready 95014 FY 2021-22 Adopted Budget Community Profile 81 Ready 95014 is an app that puts safety information into the hands of Cupertino residents. Steps to prepare and respond to emergencies including earthquakes, floods, fires, and pandemics are outlined in an easy-to- understand format.The app also streams Cupertino's own AM radio station(1670 AM) and has a map of the City's Area Resource Centers,satellite locations opened after disasters to provide public assistance. READY 95014 Website Applications Cupertino.orglShopAndDi ne This interactive website app offers users mapping features of current Cupertino businesses and restaurants. FY 2021-22 Adopted Budget Community Profile 82 Community Statistics Facts and Figures 1 Population in City Limits 66,274 Average Household Income $259,061 Average Age 40.6 Registered Voters 33,080 Democrats 14,832 Republicans 4,498 American Independent 465 Other 334 No Political Party Designated 12,951 1 Claritas 2021 Estimates and County of Santa Clara Registrar of Voters as of April 8,2021 Top 25 Sales Tax Producers:Fourth Quarter 2020 in Alphabetical Order . 99 Ranch Market • Alexander's Steak House . Apple • Argonaut Window&Door • Benihana . California Dental Arts • Chevron • Insight Direct . Insight Public Sector • Jo Ann Fabrics&Crafts • Keysight Technologies . Michaels Arts&Crafts • Mirapath • Precor Home Fitness . Ross • Rotten Robbie • Safeway • Seagate Technology • Shane Company . Target • TJ Maxx • Trail Head Cyclery • Valero • Whole Foods Market . World Wide Technology FY 2021-22 Adopted Budget Community Profile 83 Population by Single-Classification Race ■Asian 69.7% ■ White, non-Hispanic 24.3% Hispanic or Latino 3.4% Black or African American 0.6% ■American Indian/Alaska Native 0.2% ■ Native Hawaiian/Other Pacific Islander 0.1% ■ Other 1.7% Source:Claribm 2021 Estinx tes FY 2021-22 Adopted Budget Community Profile 84 Community and Recreation Services Blackberry Farm Blackberry Farm has been upgraded and restored to improve the natural habitat for native trees, animals, and fish. Improvements to the park include construction of a new ticket kiosk, re-plastered pools, a new water slide, bocce ball, horseshoe courts, and numerous upgrades to the west bank picnic area. The park is located at 21979 San Fernando Avenue.Telephone:408-777-3140. The Blackberry Farm Golf Course is located at 22100 Stevens Creek Boulevard. Telephone:408-253-9200. 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. Telephone:408-777-3120. 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 and a child-watch center are also included. The center is located at the corner 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, computer lab classes, and English as a second language classes, 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. Civic Center and Library The complex has a 6,000 square foot Community Hall, plaza with fountain, trees, and seating areas. City Council meetings,Planning Commission sessions,and Parks and Recreation Commission sessions are held in the Community Hall. The 54,000 square foot library continues to be one of the busiest libraries in the Santa Clara County Library system.For more information,call 408-446-1677. McClellan Ranch Park A horse ranch during the 1930's 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. The Junior Nature Museum, which features small live animal exhibits and dispenses information FY 2021-22 Adopted Budget Community Profile 85 about bird, animal, and plant species of the area, is also located at the ranch. The newly opened Environmental Education Center has Open House hours on Friday, Saturday, and Sunday. McClellan Ranch is located at 22221 McClellan Road.Telephone:408-777-3120. FY 2021-22 Adopted Budget Community Profile 86 Things To Do and See Euphrat Museum of Art The highly regarded Euphrat Museum of Art,at its new location next to the new Visual Arts and Performance Center at De Anza College,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 10 a.m.—3 p.m.Monday through Thursday.Telephone:408-864-5464 Apple Park Visitor Center,Store&Cafe A state-of-the-art Visitors Center,Observation Deck,flagship retail store and cafe are open to the public seven days a week.The Visitor Center is located at 10600 N Tantau Avenue. Free parking is available.For more information,visit the website at www.apple.com/retail/appleparkvisitorcenter or call 408-961-1560. Fujitsu Planetarium The Fujitsu Planetarium on the De Anza College campus is a must-visit Cupertino facility for stargazers.It hosts a variety of planetarium shows and events,including educational programs for school groups and family astronomy evenings.For more information,visit the website at http://planetarium.deanza.edu or call 408-864-8814. Cupertino Historical Society The Cupertino Historical Society was founded in 1966 by a group of 177 longtime residents and is dedicated to the preservation and exhibition of the city's history.Their museum,located at the Quinlan Community Center,develops and expands the learning opportunities that it offers to the ethnically diverse community of the City of Cupertino.Telephone:408-973-1495. Farmers'Markets There are two farmers'markets located in the City of Cupertino.One is held on Fridays from 8:30 a.m.to 1:00 p.m.at Creekside Park located at 10455 Miller Avenue,and the other is held every Sunday from 9:00 a.m.to 1:00 p.m.at the Senior Center/Memorial Park parking lot,behind 21251 Stevens Creek Blvd. FY 2021-22 Adopted Budget Community Profile 87 California History Center The California History Center and Foundation is located on the De Anza College campus.The center has published 37 volumes on California history and has a changing exhibit program.The center's Stocklmeir Library Archives boast a large collection of books,pamphlet files,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 and/or natural history are offered by the center each quarter.For more information,call 408-864-8987.The center is open September through June,Tuesday through Thursday,from 9:30 a.m.to noon and 1:00 p.m.to 4:00 p.m. Local Wineries The Santa Cruz Mountains has played a pivotal role in the history of winemaking in California, with roots going back over 100 years,and including legendary winemakers such as Paul Masson,Martin Ray,David Bennion(Ridge),and David Bruce.The Santa Clara Valley Wine Trail features wineries in the southern portion of Santa Clara County,including Cupertino. Take some time to enjoy Cupertino-based wineries:Fellom Ranch Vineyards,Naumann Vineyards,Picchetti Winery,R&W Vineyards,Ridge Vineyards,and Vidovich Vineyards,as well as the breathtaking scenery of the surrounding foothills. f� t w. � � f l Photo courtesy of Ridge Vineyards FY 2021-22 Adopted Budget Community Profile 88 Financial Policies FY 2021-22 Adopted Budget Financial Policies 89 This page intentionally left blank. FY 2021-22 Adopted Budget Financial Policies 90 Annual Budget Process The City's annual budget is prepared on a July 1 to June 30 fiscal year basis. However, the budget process is an ongoing process that occurs throughout the year and includes the phases of development, proposal, adoption,monitoring,and amendment. The budget development phase begins in December with the preparation of budget instructions and work program development 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 using current and prior year trends data. The City Manager then reviews the proposals with the Director of Administrative Services and departmental staff and makes final decisions which form the basis of the City Manager's Proposed Budget.The proposed budget is then submitted to the City Council in May. During the months of May and June, the City Council considers the budget proposals at a study session and public hearing. At these times, the Council hears from Boards, Commissions, community groups, and the public regarding budget requests and recommendations. The adopted budget is adopted by resolution in June and takes effect on July 1. The following chart illustrates the City's budget reporting cycle. Staff reports to Council on a quarterly basis in addition to the annual proposed and adopted budget. Should amendments to the budget be required outside of this cycle,staff will bring budget amendments as separate Council staff reports. Proposed Budget May Third Quarter Final Budget May June/July Mid-Year First Quarter February/March November Budget Amendment Process 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. FY 2021-22 Adopted Budget Financial Policies 91 City Council approval is required for additional appropriations from fund balances or from new revenue sources. FY 2021-22 Adopted Budget Financial Policies 92 Structure of City Finances Cost Accounting The City of Cupertino has five internal service funds that account for innovation & technology, equipment replacement, workers'compensation, long-term disability and compensated absence, and retiree health costs experienced by City departments. Fund costs are allocated to user departments or operating funds based on salaries, equipment and software purchase price, actuarial studies and actual and projected service level. Please view the Cost Allocation Plan and Changes to the Internal Service Fund section of this document for details. Other employee fringe benefits such as medical, dental, life insurance, and pensions are directly added to department costs as a percentage of salaries. Staff salary and benefit costs are split among departments and related funds based on the anticipated percentage of time spent working in various departments. Overhead Cost Allocation All overhead costs are allocated to the appropriate program within the limits of local, State and federal laws. The City utilizes a two-step method (double step down method) where costs are first allocated among the central service department support programs to arrive at the total costs of central service programs. Beginning in FY 2013-14, overhead/indirect costs associated with service departments in the General Fund were allocated based on a Cost Allocation Plan(CAP). These total costs are then allocated to the departments and funds that are benefiting from these expenses.The corresponding revenue is collected by the General Fund for indirect/overhead costs associated with the Cost Allocation Plan (CAP) and Internal Service Funds and allocated directly to the department providing the service. Basis of Budgeting Basis of Budgeting refers to the method used to recognize revenues and expenditures in the budget. For the City of Cupertino, the basis of budgeting is the same basis used for accounting. The modified accrual basis is followed in the Governmental Funds, including the General, Capital, Debt Service, and Special Revenue funds. Under this basis, revenues are recognized when they become "susceptible to accrual", which means they are both measureable and available.Measurable means the transaction can be determined. The budget is split into nine Departments: City Council and Commissions, Administration, Law Enforcement, Innovation and Technology, Administrative Services, Parks and Recreation, Planning and Community Development,Public Works,Non Departmental(includes budget that are not attributable to any specific division) and Capital Projects. These departments are further split into divisions then programs. The programs within the divisions are balanced at the department level within a given fund. Annual Comprehensive Financial Report(ACFR) The Annual Comprehensive Financial Report (ACFR) is prepared by Crowe, LLP, the City's Auditors and according to"Generally Accepted Accounting Principles" (GAAP). Citizen Participation The budget study session and budget hearings are public meetings where citizens are given the opportunity to comment on the budget. The public can also provide feedback to two Council sub-committees, the Fiscal Strategic Planning and Audit Committees. Additionally, the City utilizes OpenGov, an online financial FY 2021-22 Adopted Budget Financial Policies 93 transparency tool that provides visitors the opportunity to review the City's financial and budgetary information in real time. FY 2021-22 Adopted Budget Financial Policies 94 Fund Structure For accounting purposes, a state or local government is not treated as a single, integrated entity. Rather, a government is viewed as a collection of smaller separate businesses known as'funds'. Fund accounting is an accounting system emphasizing accountability rather than profitability. In this system, a fund is a self- balancing set of accounts,segregated for specific purposes in accordance with laws and regulations or special restrictions and limitations. 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 FY 2020-21 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: Governmental Funds Governmental Funds are those through which most governmental functions of the City are financed. The acquisition, use, and balances of the City's expendable financial resources and the related liabilities (except those accounted for in the proprietary funds) are accounted for through 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 Tax Supported Funds include the General and Capital Improvement Funds.The General Fund is the primary operating fund for governmental services. The Capital Improvement Fund is utilized for the acquisition or construction of major capital facilities. Tax Supported Funds Purpose General The General Fund is used to pay for core services such as public safety,parks and recreation,planning and community development,public works, and a host of other vital services.The revenue used to pay for these services comes primarily from local taxes such as property tax and sales tax,franchise fees, charges for services,and a variety of other discretionary sources. Capital Improvement Capital Improvement This fund pays for the acquisition and/or construction of major capital Projects facilities. Stevens Creek Corridor Park This fund pays for the design and construction of the Stevens Creek Corridor Capital Projects Park projects. FY 2021-22 Adopted Budget Financial Policies 95 Special Revenue Funds Special Revenue Funds are a fund type used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specific purposes. Special Revenue Funds include the Park Dedication, Transportation, Storm Drain, Environmental Management/ Clean Creeks funds and Housing and Community Development. Special Revenue Funds Purpose Storm Drain Improvement This fund pays for the construction and maintenance of storm drain facilities, including drainage and sanitary sewer facilities. Park Dedication This fund pays for the activity granted by the business and professions code of the State of California in accordance with the open space and conservation element of the City's General Plan. Environmental This fund pays for all activities related to operating the Non-Point Source Management/Clean pollution program. Creek/Storm Drain Transportation This fund pays for expenditures related to the maintenance and construction of City streets. Housing&Community This fund pays for the Federal Housing and Community Development Grant Development Program activities administered by the City.This fund also pays for activities related to the Below Market Rate Housing Program. Federal Grant Funds Federal Grant Funds include the Community Development Block Grant program. The Community Development Block Grant is a federally funded program for housing assistance and public improvements. Federal Grant Funds Purpose Community Development This fund pay for activities related to the Community Development Block Block Grant Grant(CDBG). Proprietary Funds Proprietary Funds are used to account for "business-type" activities. Proprietary Funds include Enterprise Funds and Internal Service funds.They are accounted for under the full accrual basis of accounting. Enterprise Funds Enterprise Funds are set up for specific services that are funded directly by fees charged for goods or services. Enterprise Funds include the Resource Recovery, Sports Center, Blackberry Farm Golf Course and Recreation funds. FY 2021-22 Adopted Budget Financial Policies 96 Enterprise Fund Purpose Resource Recovery This fund pays for operating costs related to the collection,disposal,and recycling of solid waste performed under a franchise agreement with Recology. Blackberry Farm Golf Course This fund pays for operating costs related to the Blackberry Farm Golf Course. Sports Center This fund pays for operating costs related to the Sports Center. Recreation Programs This fund pays for operating costs related to the City's community centers and park facilities. Internal Service Funds Internal Service Funds are used for areas where goods or services are provided to other departments or governments on a cost-reimbursement basis. Internal Service Funds include the Innovation & Technology, Equipment, Workers' Compensation, Long Term Disability/Compensated Absence, and Retiree Medical funds. Internal Service Funds Purpose Innovation&Technology This fund pays for all technology related expenses for the citywide management of information services.This fund pays for the replacement of existing hardware and software and the funding of new hardware and software needs city-wide.Equipment is depreciated based on the acquisition or historical costs for the useful life of the asset using the straight line method. Workers'Compensation This fund pays for claims and insurance premiums related to workers' compensation. Vehicle/Equipment This fund pays for the purchase and maintenance of fleet and general Replacement equipment having a value greater than$5,000 and expected life of more than one year.Assets are depreciated based on the acquisition or historical costs for the useful life of the asset and using the straight line method. Compensated Absences& This fund pays for liabilities associated with employees retiring or leaving Long Term Disability service and claims and premiums associated with long term disability. Retiree Medical This fund pays for Retiree Medical costs. FY 2021-22 Adopted Budget Financial Policies 97 Revenue Policies PURPOSE To establish revenue polices that assist the City in striving for and maintaining a diversified and stable revenue system to prevent undue or unbalanced reliance on any one source of funds. This revenue diversity will shelter the City from short-run fluctuations in any one revenue source. SCOPE All revenue sources across all funds. POLICY 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. Pursue full cost recovery and reduce the General Fund fee subsidy to the degree feasible. Allocate all internal service and Cost Allocation Plan charges to appropriate user departments and Monitor Enterprise activities remain self-supporting in the long term. FY 2021-22 Adopted Budget Financial Policies 98 Expenditure Policies PURPOSE To establish expenditure control polices through the appropriate internal controls and procedures. Management must ensure expenditures comply with the legally adopted or amended budget. SCOPE All expenditure categories across all funds. POLICY Each Department or Division Manager will be responsible for the administration of their department/division budget. This includes accomplishing the goals and objectives incorporated into the budget and monitoring each department/division budget for compliance with spending limits. Accurately charge expenditures to the appropriate chart of accounts; Maintain operating activities at levels which are offset by revenues; The City will make every effort to control expenditures to ensure City services and programs provided to its citizens and tax payers are cost effective and efficient; Evaluate expenditures at the department and project levels to ensure control; Before the City purchases any major asset or undertakes any operating or capital arrangements that create fixed assets or ongoing operational expenses,the implications of such purchases or arrangements will be fully determined for current and future years; All compensation planning and collective bargaining will include analysis of total cost of compensation which includes analysis of salary increases, health benefits, pension contributions, fringe benefits and other personnel costs. The City will only propose operating personnel costs which can be sustained by on-going operating revenues; Reduce costs and improve productivity through the use of efficiency and effective measures. Structure debt financing to provide the necessary capital while minimizing future debt service costs. FY 2021-22 Adopted Budget Financial Policies 99 Capital Improvement Policy PURPOSE To establish a Capital Improvement Policy to assist in future planning. SCOPE All anticipated Capital Improvement Projects for the current fiscal year plus four additional fiscal years. POLICY The City will prepare and update a five year Capital Improvement Plan(CIP)encompassing all City facilities. Projects included in the CIP will have complete information on the need for the project(project justification), description and scope of work, total cost estimates, future cost estimates, future operating and maintenance costs and how the project will be funded. An objective process for evaluating CIP projects with respect to the overall needs of the City will be established through a priority ranking of CIP projects. The ranking of projects will be used to allocate resources to ensure priority projects are completed effectively and efficiently. Changes to the CIP such as addition of new projects, changes in scope and costs of a project or reprioritization of projects will require City Manager and City Council approval. The City will maintain its physical assets at a level adequate to protect the City's capital investment and to minimize future operating maintenance and replacement costs. The City recognizes that deferred maintenance increases future capital costs, thus placing a burden on future residents. Therefore, the budget will provide for adequate maintenance and the orderly replacement of capital plant and equipment from current revenues when possible. The City will determine the least costly funding method for its capital projects and will obtain grants,contributions and low cost state or federal loans whenever possible. The City will utilize "pay-as-you-go" funding for capital improvement expenditures considered recurring, operating or maintenance in nature. The City may also utilize "pay-as-you-go" funding for capital improvements when current revenues and adequate fund balances are available or when issuing debt would adversely affect the City's credit rating. The City will consider the use of debt financing for capital projects under the following circumstances: • When the project's useful life will exceed the terms of the financing • When resources are deemed sufficient and reliable to service the long-term debt • When market conditions present favorable interest rates for City financing • When the issuance of debt will not adversely affect the City's credit rating and debt coverage ratios. FY 2021-22 Adopted Budget Financial Policies 100 Information Technology Replacement and Capitalization Policy PURPOSE The purpose of this policy is to establish guidelines for replacing and capitalizing technology equipment and systems. Replacement is indicated when a product has run its useful life and updating/upgrading is no longer an option. Capitalization of equipment requires the set aside of funding for future replacement. Generally,technology equipment with a life expectancy of at least 5 years and a total cost of over$5,000 shall be capitalized. Software with an expected life of at least 7 years or a cost of over $10,000 shall also be capitalized.Software-as-a-Service(SaaS)contracts are not capitalizable and are expensed as incurred. Technology upgrades are determined by the Innovation Technology Department and user departments based on functionality,vendor support,and industry standards. SCOPE This policy covers the City of Cupertino: . network infrastructure(routers,switches,firewalls,security appliances); • server infrastructure(files servers, database servers,mail servers,web servers,etc); • user laptops and workstations; mission-critical systems, telephone system (telephone equipment not already listed previously); • desktop software; • enterprise software; . workgroup software;and . broadcast video and audiovisual equipment. Cell phones, printers, and tablet devices are not covered by this policy as these items do not meet the minimum criteria for capitalization. Replacement of these items are at the discretion of the Innovation Technology Department in concert with the user Department. POLICY All technology shall be replaced according to the following: Network infrastructure (routers, switches, firewalls) shall be replaced when no longer functional, as determined by the Innovation Technology Department Division(IT), or when parts or support are no longer available from the manufacturer. Replacement needs will be determined by IT annually as part of the operating budget process. Network infrastructure with a life expectancy of at least 5 years and a total cost of over$5,000 shall be capitalized. Server infrastructure shall be replaced when it is no longer functional (defined as not being able to meet its intended purpose), or when parts or support are no longer available from the manufacturer. These needs are evaluated annually by IT and user departments as part of the operating budget process. Servers are evaluated as they approach 3 years in service,and placed on the schedule accordingly.Server lifetime may be extended by the purchase of additional memory or disk. Server infrastructure with a life expectancy of at least 5 years and a total cost of over$5,000 shall be capitalized. FY 2021-22 Adopted Budget Financial Policies 101 User workstations shall be replaced, on average, after 4 years as is industry standard. Zero Client work stations shall be replaced, on average, every 8 years. IT will determine the need for specific replacements. User workstations shall not be capitalized as they do not meet the minimum criteria for capitalization. Interoperable systems are defined as a group of interdependent and/or interoperable components that together form a single functional unit. These components may be interconnected by their structural relationships, their common functional behavior, or by both. Generally, for a system to be eligible for capitalization, the cumulative value of its components should be at least$5,000 and have a life expectancy of five years or more. A common example of such system would be a telephone system or network. Individual component or replacement costs are not capitalizable unless they are greater than $5,000 and increase the value of the asset. Enterprise Software replacement shall be determined individually by IT and the end users. Only those large enterprise systems (on-site or on premise) with an expected life of at least 7 years or a cost of over $10,000 shall be capitalized.SaaS contracts are not capitalizable and are to be expenses as incurred. Desktop Software is replaced/updated according to Microsoft's releases of Windows and Office. Software shall not be more than one version out of date to ensure functionality and vendor support. IT will generally wait at least 90 days after a new release to roll out new versions. Only software with an expected life of at least 7 years or a cost of over $10,000 shall be capitalized. Desktop software generally does not meet this criterion. Broadcast Video and Audiovisual Equipment/Systems shall be repaired or replaced when determined no longer functional. Replacement will occur on average after 10 years. Broadcast video and audiovisual equipment/systems with a life expectancy of at least 5 years and a total cost of over $5,000 shall be capitalized. Equipment that does not meet these criteria may still be capitalized if the item is a component of interoperable systems. FY 2021-22 Adopted Budget Financial Policies 102 Pension and Retirement Funding Policy PURPOSE To establish a policy for the funding of Retirement and Retiree health. SCOPE Retirement and Retiree Health costs citywide,across all funds. POLICY Fund all current pension liabilities on an annual basis. Monitor certain health and dental care benefits for retired employees. Funding the liability for future retiree benefits will be determined by City Council action. FY 2021-22 Adopted Budget Financial Policies 103 Long Term Financial Stability Policies PURPOSE To establish a policy for Long Term Financial Stability SCOPE All programs across all funds POLICY 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, automating and streamlining service delivery, stabilizing and repositioning revenue sources, and decreasing expenditures and risk exposure. FY 2021-22 Adopted Budget Financial Policies 104 Committed, Unassigned Fund Balance, and Use of One Time Funds Policy PURPOSE To establish assigned and unassigned fund balance and one time use policies. SCOPE The General Fund and Capital Funds. POLICY To maintain sufficient committed and unassigned fund balance (general fund only) in each fund for the ability to meet following economic uncertainties: Economic Uncertainty— $19,000,000 and represents two months of General Fund (GF) expenditures excluding transfers out plus a two year drop in total general fund revenue of 13% or approximately 1.5 months, excluding the use of reserves. Transfers out are primarily used to fund Capital Projects and do not represent on-going expenditures. This assignment will change from year to year based on budgeted general fund expenditures and revenues. . Mitigate short-term economic downturns and volatility in revenues(2 years or less) • Sustain city services in the event of an emergency • Meet requirements for debt reserves . Meet operating cash flow requirements as a result of delay in the receipt of taxes, grant proceeds and other operating revenues PERS— $20,491,004 and represents the initial investment into the City's Pension Rate Stabilization Program (PRSP). As a result of the significant increase in retirement costs based on the most recent actuarial forecast, the City elects to establish and fund a secondary pension trust to assist in stabilizing the potential impact of pension cost volatility on the City's operating budget. Annual contributions subsequent to the initial funding are determined by calculating the difference between Ca1PERS' current discount rate and a more conservative rate determined by the City. This difference is to be transferred to the pension trust and to be used solely for the benefit of members in the plan. Sustainability Reserve—Cupertino's Sustainability Division oversees the City's Climate Action Plan (CAP), which defines strategies to reduce greenhouse gas emissions, and provides residents,businesses and schools with programs and services focused on energy efficiency, renewable energy, water conservation, alternative transportation and other sustainable actions. The City receives rebates for projects that successfully meet the eligibility requirements such as energy or water efficiency. If the rebates were not initially budgeted,they are categorized as committed fund balance in the General Fund. The purpose of this reserve is to help support future sustainability projects/programs. Unassigned—$500,000 and represents 1% of the total general fund operating budget. This assignment may change from year to year based on budgeted general fund expenditures. • Absorb unanticipated operating needs that arise during the fiscal year that were not anticipated during the budget process . Absorb unexpected claims or litigation settlements FY 2021-22 Adopted Budget Financial Policies 105 Capital Improvement—$5,000,000 and represents average dollars spent for capital projects in the last three fiscal years. This assignment may change from year to year based on actuals dollars spent on capital projects and anticipated future capital project needs. Meet future capital project needs so as to minimize future debt obligations The City shall not use fund balances/reserves in lieu of revenues to pay for ongoing expenses except as specifically provided in the City's reserve policy. The chart below summarizes reserve policy levels as described above: Funding Priority Reserve Reserve Level Escalator' Description GENERAL FUND 1 Economic Uncertainty $19,000,000 GF Budgeted For economic Operating downturns and major Expenditures2 GF revenue changes. Budget Revenue3 2 PERS $20,491,004 Budgeted For pension cost Citywide increases. Retirement Costs 3 Sustainability Reserve $127,891 GF Budget For future Revenue3 sustainability projects/programs. 4 Unassigned $500,000 Budgeted GF For mid-year budget Operating adjustments and Expenditures2 redeployment into the five year budget. CAPITAL PROJECTS FUNDS 5 Capital Improvement $5,000,000 None Reserves set aside for future capital projects. 'Rounded to the nearest hundred thousand 2 Excludes Transfers Out 3 Excludes the use of reserves Changes to Committed Fund Balance— All reserves listed in this policy are classified as Committed Fund Balance under Government Accounting Standards Board (GASB) Statement 54. Committed fund balance is comprised of amounts that can be used only for the specific purposes determined by a formal action of the FY 2021-22 Adopted Budget Financial Policies 106 government's highest level of decision-making authority. Changes to committed fund balances must be approved by City Council. This policy will be reviewed annually as part of the budget process. Replenishment process —Should the City need to utilize any of the committed fund balances listed in this policy, recommendation will be brought to City Council for approval and a plan to replenish the committed balance will be developed in conjunction with its use. Excess— Funding of these reserves will come generally from one-time revenues, annual net income, and transfers from other reserves that exceed policy levels. They will be funded in the following priority order with any remaining funds to be placed in the Capital Reserve: 1)Economic Uncertainty 2)PERS 3)Sustainability Reserve 4)Unassigned FY 2021-22 Adopted Budget Financial Policies 107 Investment Policy The City Council annually updates and adopts a City Investment Policy that is in compliance with State statutes on allowable investments.By policy,the Audit Committee reviews the policy and acts as an oversight committee on investments. The policy directs that an external auditor perform agreed-upon procedures to review City compliance with the policy. The full policy is available on the City website as part of the May 18, 2021 City Council agenda packet. FY 2021-22 Adopted Budget Financial Policies 108 Community Funding Policy PURPOSE The City of Cupertino currently provides funding to local non-profit organizations in the areas of social services, fine arts and other programs for the general public. The policy provides a framework for the City's Community Funding Grant Program and guides the administration of the program and decision-making process. It also provides guidance on key aspects of the City's Community Funding Grant Program processes including: Eligibility,Evaluation Criteria,Restrictions/Guidelines,and Procedure. SCOPE All requests for funding must comply with this policy. POLICY The City has established the Community Funding Grant Program, subject to availability of funds, with a range of$70,000 to$90,000 in total funding available. Community Funding Grants shall not exceed$20,00 per applicant, per year. City Council will determine the organizations to be awarded funds through the Community Funding Grant Program. City Staff shall review applications for completeness and review the qualifications and accuracy based upon the eligibility criteria set forth below. In all cases, the City reserves the right to reject any and all applications in the event staff identifies a potential conflict of interest or the appearance of a conflict of interest. Submission of an application in no way obligates the City to award a grant and the City reserves the right to reject any or all applications,for any reason, at any time. Eligibility To receive consideration for a Community Funding Grant,grant requests must: • Be made or sponsored by a 501(c)(3) non-profit organization with experienced members capable of implementing and managing the program/project/event. • Identify how the funds will be used to benefit the Cupertino community. • Be awarded only once per project . For specific needs,not ongoing,operational costs. • Have more than 75% of the requested funds allocated for direct service costs versus administrative costs. • Be complete and submitted by the application deadline. Evaluation Criteria . Impact on and benefit to the Cupertino community • Community need for the program/project/event • Alignment with City mission and values . Uniqueness of the program/project/event • Qualifications and experience of the organization and its members • Reasonable cost . Demonstrated effort to secure funding from other sources and/or establishing • partnerships with other community or city organizations • Clarity,completeness,and accuracy of grant application . Past performance and compliance with requirements if a recurring applicant FY 2021-22 Adopted Budget Financial Policies 109 Applications will be sorted into two categories: . New applicants • Past recipients Applications in each category will be evaluated using a tiered structure based on the dollar amount requested for award as follows: <$999.99 $1,000.00-$4,999.99 . $5,000.00—$9,999.99 $10,000.00-$20,000.00 Restrictions/Guidelines . An organization that is applying for multiple grants shall only submit one application. • Proceeds generated from the funded activity may only be used for the conducted activity. • If requested,recipients must provide full financial statements for the organization. . Admission to or participation in the event must be "free of charge" for Cupertino residents unless stated in the application and approved by Parks&Recreation Commission. . If an applicant makes a grant request directly to a member of the City Council, whether individually or as a group,the Council shall refer the applicant to the Parks and Recreation Department for a Grant application to be reviewed in accordance with this policy. • Grant recipients shall acknowledge the City contribution in formal promotional materials and efforts related to the funded activity. Any use of the City logo must be approved by the City's Communications Officer. Procedure 1.Applicants submit timely and complete grant applications by February 1. 2.City Staff reviews application for completeness and compliance eligibility. 3. Applications will then be forwarded to the Parks and Recreation Commission to be evaluated and sorted into the tiered funding structure. All applicants will be notified and invited to attend the Parks and Recreation Commission Meeting where their applications will be discussed. This meeting typically takes place in Spring. 4. City Council will make the final decision on grant amounts for each applicant as part of the budget adoption which typically happens in June. All applicants will be notified and invited to attend the City Council Meeting where their applications will be discussed. 5. Grant recipients shall submit a written report to the Parks and Recreation Department to show proof that the grant funds have been spent in the manner and for the purposes stated on the application, including information about the number of persons served and other results that benefit Cupertino. • Due by the 15th business day of July following the Fiscal Year in which grant funds are disbursed. • Failure to submit a written report by the July deadline could result in the loss of grant funding eligibility in the future. • Applicants will be expected to reimburse the City any funding awarded and not used for their program/project/event. FY 2021-22 Adopted Budget Financial Policies 110 Appropriations and Legal Debt Limit Margin Gann Appropriations Limit Fiscal Year 2021-22 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 Subject to Limit Appropriations(Gann Limit) 140,000,000 120,000,000 100,000,000 80,000,000 60,000,000 40,000,000 20,000,000 0 FY12/13 FY13/14 FY14/15 FY15/16 FY16/17 FY17/18 FY18/19 FY19/20 FY20/21 FY21/22 —Appropriations Limit Appropriation Subject to Limit 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 appropriations limit for FY 2021-22 was$114,666,491,$5.6 million or 5.1%higher than the FY 2020- 21 limit of$109,062,934. FY 2021-22 Adopted Budget Financial Policies 111 Legal Debt Margin Fiscal Year 2021-22 The Government Code of the State of California provides for a legal debt limit of 15% of gross assessed valuation. However, this provision was enacted when assessed valuation was based upon 25% of market value. Effective with the 1981-82 fiscal year, each parcel is now assessed at 100% of market value (as of the most recent change in ownership for that parcel). The computation shown below reflects a conversion of assessed valuation data for fiscal year 2019-20 from the current full valuation perspective to the 25%level that was in effect at the time that the legal debt margin was enacted by the State of California for local governments located within the State. Description Amount Formula Secured Property Assessed Value,Net of Exempt Real Property(1) $25,397,331,860 Adjusted Valuation-25%of Assessed Valuation(2) $6,349,332,965 (1)*25% Debt Limit-15%of Adjusted Valuation $952,399,944 (2)*15% Total City Bonded Debt(3) $22,040,000 Less:Certificates of Participation Not Subject to Debt Limit(4) $(22,040,000) Amount of Debt Subject to Limit - (3)-(4) Legal Debt Margin $952,399,944 FY 2021-22 Adopted Budget Financial Policies 112 Financial Schedules FY 2021-22 Adopted Budget Financial Schedules 113 This page intentionally left blank. FY 2021-22 Adopted Budget Financial Schedules 114 Financial Overview by Fund Special Revenue Debt Service Capital Project Enterprise Internal Service 1Adopted Revenue Categories General Fund Fund Fund Funds Funds Funds Budget Total Sales Tax $ 27,855,559 $ $ $ - $ $ $ 27,855,559 Property Tax $ 27,840,341 $ $ $ - $ - $ $ 27,840,341 Transient Occupancy $ 3,000,000 $ $ - $ - $ - $ - $ 3,000,000 Utility Tax $ 3,245,447 $ $ - $ - $ - $ - $ 3,245,447 Franchise Fees $ 3,380,986 $ - $ - $ - $ - $ - $ 3,380,986 Other Taxes $ 1,248,720 $ 3,691,092 $ - $ - $ - $ - $ 4,939,812 Licenses&Permits $ 3,140,195 $ - $ - $ - $ - $ - $ 3,140,195 Use of Money&Property $ 1,249,220 $ 4,208 $ - $ - $ 693,000 $ - $ 1,946,428 Intergovernmental $ 5,093,946 $ 3,468,030 $ - $ 385,952 $ 14,000 $ - $ 8,961,928 Charges for Services $ 12,047,922 $ 1,547,078 $ - $ - $ 5,217,578 $ 4,678,201 $ 23,490,779 Fines&Forfeitures $ 225,000 $ 10,000 $ - $ - $ - $ - $ 235,000 Miscellaneous $ 1,000,555 $ 87,057 $ - $ - $ 10,000 $ - $ 1,097,612 Transfers In/Other Financing Uses $ 320,000 $ 10,322,824 $ 2,621,000 $ 7,557,048 $ 886,801 $ 2,009,198 $ 23,716,871 TOTAL REVENUE $ 89,647,891 $ 19,130,289 $ 2,621,000 $ 7,943,000 $ 6,821,379 $ 6,687,399 $ 132,850,938 Special Revenue Debt Service Capital Project Enterprise Internal Service 1Adopted Appropriation Employee Compensation $ 21,806,721 $ 1,772,223 $ $ $ 1,871,811 $ 1,736,052 $ Budget 27,186,807 Employee Benefits $ 10,154,044 $ 905,260 $ $ - $ 647,092 $ 2,015,467 $ 13,721,863 Materials $ 6,639,523 $ 959,847 $ - $ - $ 417,242 $ 1,093,356 $ 9,109,968 Contract Services $ 23,773,121 $ 1,451,016 $ - $ 790,000 $ 4,808,179 $ 1,481,641 $ 32,303,957 Cost Allocation $ 11,948,062 $ 1,325,945 $ - $ - $ 1,034,107 $ 60,817 $ 14,368,931 Capital Outlays $ - $ 7,865,000 $ - $ 7,328,000 $ - $ - $ 15,193,000 Special Projects $ 3,221,800 $ 3,900,000 $ - $ - $ 229,000 $ 1,418,300 $ 8,769,100 Contingencies $ 426,779 $ 36,733 $ - $ - $ 134,527 $ 72,910 $ 670,949 Transfers Out $ 11,251,984 $ 381,000 $ - $ 11,422,048 $ - $ - $ 23,055,032 Debt Service/Other Uses $ 545,000 $ - $ 2,676,000 $ - $ 275,159 $ 969,469 $ 4,465,628 TOTAL EXPENDITURES $ 89,767,034 $ 18,597,024 $ 2,676,000 $ 19,540,048 $ 9,417,117 $ 8,848,012 $ 148,845,235 Net Increase(Decrease)in Fund $ (119,143) $ 533,265 $ (55,000) $ (11,597,048) $ (2,595,738) $ (2,160,613) $ (15,994,277) Balance/Retained Earnings Flow of Funds Chart (Sankey) City Council and Commissions:$1,334,303 Administration:$7,629,629' Law Enforc $15,756,350 Taxes:$70,262,145 Innovation Technology:$6,266,270 General Fund:$89,767,034 % Administrative Services:$7,771,115 Parks and Recreation:$13,920,774 I ■Licenses&Permits:$3,140,195 ■Use of Money&Property:$1,946,428 Community Development:$14,689,938 Intergovemmental:$8,961,928 .!� Special Revenue:$19,130,289 Charges for Services:$23,490,779 -- Public Works:$41,111,321 - Debt Service:$2,676,000■ —Fines&Forfeitures:$235,000 Miscellaneous:$1,097,612 Capital Project Funds:$19,540,048 4 Transfers In:$23.360,032 Nan Departmental:$25,382,535 Enterprise Funds:$9,417,117 Other Financing Sources:$356,839 - internal Service:$8,848,012 Capital Projects:$14,983,000 General Fund Contribution Schedule Adopted Adopted Budget Fund Type Budget Adopted Budget Fund Balance/ Adopted General Expenditures Revenues Retained Earnings Fund Contribution General Fund 10 City Council M 100 City Cotmcil 479,750 1,054,877 (575,127) 101 Community Funding 118,659 - 110 Sister Cities 77,582 77,582 11 Commissions 131 Telecommunication Commission 37,125 37,125 140 Library Coni;Ts-sic 48,341 18,341 142 Fine Arts Conmussion 66,468 66,468 150 Public Safety Commission 35,606 35,606 155 Bike/Ped Safety Conmussion 47,731 47,731 '160 Recreation Commission 57,463 -� 57,463 165 Teen Conmussion 81,078 81,078 1170 Planning Commission 131,245 131,245 175 Housing Conmussion 62,761 62,761 180 Sustainability Commission 63,038 63,038 190 Audit Committee 27,456 27,456 12 City Manager 120 City Manager 11521,821 637,444 884,377 122 Sustainability Division 866,420 126 Office of Communications 708,955 - 708,955 305 Multimedia Division 916,347 414, 307 Public Access Support 79,531 79,531 632 o.Meach&Neigh Watch I 1,75VI - 633 Disaster Preparedness 694,734 - 694,734 13 City Clerk 130 City Clerk 603,333 144,551 458,782 13cating/Mail Services 47,794 - 133 Elections 147 147 14 City Manager Discretion 123 City Manager Contingency 75,000 75,000 15 City Attorney - 141 City Attorney 1,943,655 542,945 1,400,710 20 Law Enforcement - 200 Law Enforcement SC Sherif 15,706,972 887,259 14,819,713 201 Interoperability Proj 49,378 32 I&T Applications 1,613,055 (1,613,055) 308 Applications 1,613,055 756,232 40 Administrative Services - 400 Admin Services A 926,303 183,169 743,134 41 Finance 405 Accounting 1,603,000 2,175,347 406 Business Licenses 404,377 104,377 44 Human Resources 412 Human Resources 1,479,115 2,122,380 (643,265) NNEEP77-d-stration 965,352 - - FY 2021-22 Adopted Budget Financial Schedules 117 60 Recreation&Community Service 601 Rec&Comm Svcs Administration 1,452,256 1,452,256 634 Park Planning and Restoration - - 636 Library Services 605,528 605,528 61 Business and Community Services 602 Administratio 722,137 - 722,137 605 Cultural Events 433,137 31,000 402,137 630 Facilities 366,893 168,395 198,498 62 Recreation and Education - 608 Adstration 722,159 12,500 709,659 623 Youth,Teen and Senior Adult Rec 1,117,651 164,000 953,651 639 Youth and Teen Proyams 367,838 3,000 838 640 Neighborhood Events 163,119 - 163,119 63 Sports,Safety Outdoor Rec 612 Park Facilities 1,280,136 162,000 1,118,136 615 Administration - 70 Planning&Community Development 700 Community Development Admin 1,123,490 - 'VL3,490 71 Planning 701 Current Planning AL 3,581,582 1,037,500 2,544,082 702 Mid Long Term Planning 1,721,869 138,750 1,583,119 704 Annexatf 705 Econonuc Development 332,074 332,074 72 Housing Services 712 Gen Fund Human Services Grants 124,062 - 124,062 73 Building 713 General Building 1,019,751 315,000 704,751 714 Construction Plan Check 1,300,000 715 Building Inspection 1,481,425 1,500,000 (18,575) 718 Muni-Bldg Code Enforcement 86,618 - '86,618 74 Code Enforcement 202 Code Enforcement 1,202,392 225,000 977,392 80 PW Admin 800 Public Works Admin 966,732 - 966,732 82 Developmental Services 804 Plan Revie 1,858,551 870,193 806 CIF Administration 1,755,849 1,755,849 83 Service Cent 807 Service Center Administration 1,254,725 98,674 1,156,051 84 Grounds 808 McClellan Ranch Park 187,822 187,822 809 Memorial Park iiiiiiiiiiii 977 811 BBF Ground Maurtenance 273,791 273,791 812 School Site Maintenance 1,599,983 149,448 1,450,535 813 Neighborhood Parks 2,647,280 2,647,280 874 Snnrt Field.joll--CRK 925,750 - 925,750 815 Civic Center Ground Mamt 515,160 299,961 215,199 85 Streets 848 Street Lighting 988,320 - 988,320 850 Environmental Materials 217,696 86 Trees and Right of Way 824 Overpasses and Medians 1,651,835 825 Street Tree Maintenance 1,930,432 61,210 1,869,222 826 Weekend Work Program 572,015 FY 2021-22 Adopted Budget Financial Schedules 118 87 Facilities and Fleet 827 Bldg Maint City Hall 655,463 452,294 203,169 828 Bldg Maint Library 646,923 469,694 177,229 829 Bldg Maint Service Center 410,725 - 410,725 830 Bldg Maint Qhrii-dan Center 561,259 561,259 831 Bldg Maint Senior Center 401,923 - 401,923 832 Bldg Maint McClellan Ranch 234,438 874 233,564 833 Bldg Maint Monta Vista Ct 194,762 - 194,762 834 Bldg Maint Wilson 101,531 101,531 835 Bldg Maint Portal 60,736 60,736 837 Bldg Maint Creekside 106,935 106,935 Comm 259,761 259,761 839 Teen Center Bldg Maim 48,987 48,987 MW Park Bathrooms 126,256 126,256 841 BBF Facilities Maintenance 542,039 542,039 852 Franco Traffic Operations Center 6,658 6,658 857 City Hall Annex 63,376 63,376 88 Transportation 844 Traffic Engineering 1,514,399 1,514,399 845 Traffic Signal Maintenance 11,832 846 Safe Routes 2 School 846,271 846,271 90 Citywide-Non Departmental 001 No Department 11,269,487 11,269,487 502 EE Housing Loan GENERAL FUND SUBTOTAL I $ 89,767,034 $ 18,965,946 $ - $ 70,801,088 General Fund Revenue/Fund Balance General Fund Revenu 70,681,945 Unassigned Fund Balance - S (119,143) (119,143) GENERAL FUND SUBTOTAL Fl $ $ 70,681,945 $ (119,143) $ (� TOTAL GENERAL FUND $ 89,767,034 $ 89,647,891 $ (119,143) $ Special Revenue Fund Non Point Source 1,185,579 1,553,100 367,521 Storm Drain Maintenance i 779,504 , HCD General Administration 124,376 79,439 (44,937) CDBG-Capital Grants 321,484 324,745 3,261 Public Service Grants 63,112 63,112 - Belnw Market Rate 1,309,132 3,611,855 NEL302,723 - Sidewalk,Curb and Gutter Maint 1,868,903 (1,868,903) Street Pavement Maintenance 4,797,069 1,624,285 (3,172,784) Street Signs/Markings 901,865 (901,865) Non-Departmental 381,000 1,550,929 7,627,753 6,457,824 CIP-Memorial Park-Amphitheater Improvements 11150,000 1,150,000 CIP-Memorial Park-Pond Resurfacing - 3,000,000 2,000,000 (1,000,000) Cl?-Memorial Park-Specific Plan Design 500,000 500,000 CIP-Pumpkin Fisesta Storm Drain Ph 1� 2,000,000 - (2,000,000) CIP-Homestead/De Pizza Signal Update 215,000 215,000 TOTAL SPECIAL REVENUE FUNDS $ 18,597,024 $ 12,672,465 $ 533,265 $ 6,457,824 Debt Service Public Facilities Corporation 2,676,000 (55,000) 2,621,000 TOTAL DEBT SERVICE - $ (55,000) $ 2,621,000 FY 2021-22 Adopted Budget Financial Schedules 119 C"ital Projects Funds CIP-CIP Prelim Plarming&Design 125,000 125,000) C'lP-C'anital Pmiart Support - (50,000) - CIP-ADA Improvements 90,000 90,000 CIP-2016 Bike Plan Implementation 2,000,000 2,000,000 CIP-Street Light Install-Annual Infill 75,000 75,000 CIP-Blackberry Farm Pool Improvements 750,000 750,000 CIP-Playground EQ(Creekside&Varian) 300,000 300,000 CIP-Various Park Amenities 200,000 200,000 Cl?-10445 Tone Ave Improvements 3,000,000 3,000,000 CIP-Carmen Road Bridge Right-f--Way 75,000 75,000 CIP-City Hall&Community Hall Improvements 500,000 500,000 CIP-EV Parking Expansi 1 408,000 408,000 Cl?-Full-sized Outdoor Basketball Court 350,000 350,000 CIP-Stelling/Alves Crosswalk Install 80,000 80,00() Cl?-City Lighting LED Transition Assessment 50,000 50,000 CIP-Tree Inventory Stevens Creek Corridor 65,000 65,000 Non-Departmental Transfer Cart(CIP) 11,422,048 - TOTAL CAPITAL PROJECTS FUNDS $ 19,540,048 $ 7,943,000 $ AU175,000) Enterprise Funds Resources Recovery 2,222,096 1,494,578 (727,519) Golf Course 60,050 340,000 (260,058) 79,992 Sports Center 2,902,360 2,701,000 (201,360) Sports Center Mainte 624,673 624,673) Youth Teen Recreation 1,828,845 742,000 (1,086,845) - Outdoor Recre IL1,159,093 657,000�304,716 806,809 TOTAL ENTERPRISE FUNDS $ 9,417,117 $ 5,934,578 $ (2,595,738) $ 886,801 Internal Service Funds Information Services Admin 269,624 (269.624) - Information Technology 2,202,453 1,882,195 (128,180) 192,078 GI 1,424,906 1,077,408 (347,498) Equipment Maintenance 1,557,044 2,084,598 527,554 Equipment Fixed Asset Acquisition 1,001,017 (1,001,017) - Workers'Compensation Claims 434,840 356,839 (78,001) - �ihty Claims 95,612 5.612) Leave Payouts 620,590 - (599,020) 21,570 Medical Insurance 1,241,926 (169,215) TOTAL INTERNAL SERVICE FUNDS $ 8,848,012 $ 5,401,040 $ (2,160,613) $ 1,286,359 TOTAL ALL FUNDS $ 148,845,235 $ 121,598,974 $ (4,572,229) $ 11,251,984 FY 2021-22 Adopted Budget Financial Schedules 120 Fund Balance Report AdoptedFund Projected Fund Adopted Budget ,Fund Balance 7/1/2020 Balance 7/1/2021 Revenue Expenditures Balance 6/30/20Q 100 GENERAL FUND $ 74,505,822 $ 83,259,456 $ 89,647,891 $ 89,767,034 $ 83,140,313 SPECIAL REVENUE FUNDS 215 Storm Domain Improvement $ 4,093,795 $ 79,237 $ 2,000,000 $ 2�, 2 230 Environmental Management/Clean 1,780,980 1,440,606 1,554,008 2,331,083 663,531 Creek/Storm Drain k60, 8,459,127 10,398,317 4,079,151 1,818,104 12,659,364 61 Housing&Community Development 65 A1111111111111k AL 29 Transportation 5,415,633 8,686,304 9,767,893 7,782,837 10,671,360 ,Park Dedication 12,345,427 4,269,293 3,650,000 28 4,665,000 TOTAL SPECIAL REVENUE FUNDS $ 31,995,174 $ 28,888,315 $ 19,130,289 $ 18,597,024 $ 29,421,580 DEBT SERVICE FUND EmifiPublic Facilities Corporation $ 1,685,872 $ 55,016 $ 2,621,000 $ 2,676,000 $ 16 TOTAL DEBT SERVICE FUND $ 1,685,872 $ 55,016 $ 2,621,000 $ 2,676,000 $ 16 CAPITAL PROJECTS FUNDS IW420 Capital Improveme 32,265,236 28,163,299 7,943,000 8,118,000 27,988,299 427 Stevens Creek Corridor Park 197,045 121,648 - - 121,648 429 Capital Reser 088,854 11,099,405 11,422,048 (322,643) TOTAL CAPITAL PROJECTS FUNDS $ 40,551,134 $ 39,384,351 $ 7,943,000 $ 19,540,048 $ 27,787,303 ENTERPRISE FUNDS 520 Resource Recove 5,333,668 $ 4,389,772 $ 1,494,578 $ 2,222,096 $ 3,662,254 560 Blackberry Farm 291,097 534,743 419,992 680,050 274,685 0b c...,._i.,r.._...._ w 2,573,194 1,228,814 d ffh" .000 580 Recreation Programs 1,055,863 782,620 2,205,809 2,987,938 491 TOTAL ENTERPRISE FUNDS $ 9,253,822 $ 6,935,949 6,821,379 �NTERNAL SERVICE FUNDS 610 Information Technology $ 1,529,263 $ 727,802 $ 3,151,681 $ 3,896,983 $ (17,500) 620 Workers'Compensation 2,252, 6, 434,844� 2,174,303 630 Equipment 1,533,983 1,139,207 2,084,598 2,558,061 665,744 Absence&LTD 703,2�1,530111111 J JW 8,569 642 Retiree Medical 1,334,793 372,206 1,072,711 1,241,926 202,991 OTAL INTERNAL SERVICE FUNDS $ 7,959,449 $ 5,194,719 $ 6,687,399 $ 8,848,012 $ 3,034,106 TOTAL ALL FUNDS $ 165,951,274 $ 163,717,807 $ 132,850,958 $ 148,845,235 $ 147,723,530 FY 2021-22 Adopted Budget Financial Schedules 121 General Fund Summary The General Fund is the City's primary operating fund. It accounts for basic services such as public safety, public works, planning and development, park maintenance, code enforcement, and the administrative services required to support them. The fund generates revenue from the City's discretionary funding sources (e.g., property tax, sales tax, transient occupancy tax, and utility tax). As a rule, general fund resources are used only to fund operations that do not have other dedicated (restricted) funding sources. Operations that rely heavily upon non-general fund resources, such as street maintenance, solid waste collection, and recreation are accounted for in other funds. Information on these funds may be found in the Other Funds section of this document. For FY 2021-22, General Fund revenue estimates (excluding fund balance) total $89.6 million, representing a $10.6 million, or 13.4% increase from the FY 2020-21 Adopted Budget, mostly due to an increase in sales tax and intergovernmental revenues. General Fund expenditure estimates total$89.8 million,which is slightly higher than the FY 2020-21 Adopted Budget. The General Fund's ending fund balance is projected to increase by 0.14% from FY 2020-21 estimated ending fund balance. This is due to a projected increase in sales tax and intergovernmental revenues, offset by a continued decrease in transient occupancy tax revenues as uncertainty remains as part of the COVID-19 pandemic. OPERATINGGENERAL FUND 1 I I 1 12021-22 Percent Estimated Adopted Change Beginning Fund Balance 52,510,547 58,922,585 74,505,813 83,259,456 Operating Revenue 88,829,941 111,179,073 97,137,077 89,647,891 -8% Operating Expenditures (82,390,187) (95,481,452) (89,629,944) (89,767,034) 0% Net Revenue/Expenditures IF 6,439,754 15,697,621 7,507,133 (119,143) -102% Committed/Other 31,026,457 40,078,871 45,447,666 47,442,666 4% Unassigned 27,896,128 34,426,942 37,811,790 35,697,647 -6% Tot�ding Fund Balance 83,259,456 83,140,313 0% FY 2021-22 Adopted Budget Financial Schedules 122 General Fund Revenues Estimates for the FY 2021-22 beginning fund balance and General Fund revenue sources are based upon a careful examination of collection history and patterns as they relate to such factors as seasonality and performance in the economic environment that the City is most likely to encounter in the coming year. FY 2021-22 revenue estimates are based on the anticipated increase or decrease in activity and receipts over the current year. Each source of revenue can be influenced by external (outside of the City's control) and/or internal factors. The FY 2021-22 revenue estimates are built on the assumption of conservative economic decline due to the impact of the COVID-19 pandemic. As shown in the chart below,FY 2021-22 revenues are estimated at$89.6 million,a 13.4%increase over the FY 2020-21 Adopted Budget. GENERAL FUND REVENUE SUMMARY 2018-19 i i Adopted Sales Tax 24,901,779 35,657,215 20,910,889 27,855,559 33.2% Property Tax 25,301,094 26,606,844 25,353,783 27,840,341 M Transient Occupancy 8,901,337 7,286,083 7,546,884 3,000,000 -60.2% Utility Ta 3,089,921 3,182,087 3,223,712 3,245,447 Franchise Fees 3,445,253 3,418,909 3,280,447 3,380,986 3.1% er Taxes 1,659,916 1,2 1,248,720 2.911 Licenses&Permits 4,102,665 4,692,845 3,139,473 3,140,195 0.0% se of Money&Prope� 2,680,997 4,189,877 1,246,510 1,249,220 0.2% Intergovernmental 473,942 747,942 335,567 5,093,946 1418.0% Urges for Servic 1 n_977.805 11,98628 11 4 12,047,922 8.6% Fines&Forfeitures 511,472 327,833 425,000 225,000 -47.1% FvEscellaneous 2,783,761 11,681,108 1,293,857 1,320,555 2.1% TOTAL REVENUES 88,829,941 111,179,073 79,060,125 89,647,891 13.4% The majority of Cupertino's General Fund operating revenues are generated by property taxes (31%) and sales taxes (31%), followed by charges for services (13%) and intergovernmental (6%). The chart on the next page illustrates the sources of General Fund revenue by category. FY 2021-22 Adopted Budget Financial Schedules 123 General Fund Revenues By Category Fines&Forfeitures Charges for Services 0.3% Miscellaneous 13.4% 5 Intergovernmental Sales Tax 5.7% Use of Money&Property 1.4% Licenses&Permits 3.5% Other Taxes 1.4% Franchise Fees 3.9% Utility Tax 3.6% Property Tax Transient Occupancy 31.1% 3.3% The FY 2021-22 General Fund revenue estimates are discussed by category in the material that follows. SALES &USE TAX FY 19-20 Actual 35,657,215 FY 20-21 Adopted 20,910,889 FY 20-21 Estimate 33,522,890 FY 21-22 Adopted 27,855,559 %of General Fund 31.07% %Change from FY 20-21 Adopted 33.21% Agency Sales Tax Distribution State 6.000% 1.125% City of Cupertino 1.000% County General Purpose County Transportation 0.250% Total: FY 2021-22 Adopted Budget Financial Schedules 124 Sales and Use Tax, commonly referred to as just the "sales tax," has two components: (1) an excise tax imposed on retailers for the privilege of selling tangible personal property, and(2)an excise tax imposed on a person and applies to purchases from out-of-state vendors that are not required to collect tax on their sales. The proceeds of sales and use taxes imposed within the boundaries of Cupertino are distributed by the State to various agencies,with the City of Cupertino receiving one percent, as shown in the chart above. Staff will continue to monitor competing interests for the City's 1/4 cent sales tax imposed on local governments as a potential new source of revenue for affordable housing and transportation. Should the City decide to include a similar measure on the ballot in November 2020, and subject to voter approval, the City has an opportunity to retain local control over the additional sales tax proceeds. The City's sales tax revenues are generated from five principal economic categories: business-to-business 65.0% (includes electronic equipment and software manufacturers and distributors), state and county pools 20%,restaurants and hotels 6%,general retail 4%,and fuel and service stations and other 6%. Our two largest sales taxpayers in the business-to-business category represent a large part of that sector and therefore, can significantly affect sales tax trends. The top tax payer's corporate and business technology spending has driven growth in this sector. Sales tax activity has decreased across most sectors.This decrease is attributed to the COVID-19 pandemic that has impacted spending overall. Given these trends, the City's FY 2020-21 sales tax revenue is projected to show an immediate, significant decline with conservative increases throughout the pandemic and recessionary period to follow. Historically, sales tax receipts increased by 26.1%in FY 2016-17 due to a one-time$3.5 million payment related to the closeout of the triple flip and took a slight dip of 2.8%in FY 2017-18. Additionally, the City's sales tax revenues spiked to historic highs in both FY 2019-20 and FY 2020-21; however, the City is considering this to be a one-time experience. Sales tax revenues are estimated to generate $27.9 million in FY 2021-22, which is up 33.2% from the FY 2020-21 Adopted Budget. Sales Tax Collection Historical Trend $40 $35 $30 o $25 E fi $20 a d $15 $10 $5 $o FY II- FY 12- FY 13- FY 14 FY 15- FY 16- FY 17- FY IS- FY 19- FY 20- FY 21- 12 13 14 15 16 17 18 19 20 21 22 The swift reaction by consumers and businesses to the outbreak of COVID-19 in 2020 created significant fluctuations for the City's industry groups. While restaurants and hotels, general consumer goods, and automotive industry groups were severely impacted, the City's business-to-business and County pool FY 2021-22 Adopted Budget Financial Schedules 125 allocation share increased substantially. This was brought on by shelter-in-place mandates throughout the State, which reduced the sales tax revenue for restaurants and brick and mortar retail, thereby increasing online sales. Additionally,the conversion to a telework environment increased the demand for computer and electronics equipment, which also increased the City's sales tax revenues. As the State continues toward recovery and businesses continue their opening, it is anticipated the City's restaurant and hotels, general consumer goods,and automotive industry groups will recover and increase as well.However,these increases will only slightly mitigate the anticipated declines in the City's business-to-business and County pool share allocation as online sales fall from recent historic highs. Although much uncertainty about where the City's new sales tax base will land at the end of the recovery period, the City anticipates positive annual sales tax increases into the future.As information and data continue to become available,staff will bring forth updates and adjustments on a regular basis as necessary. PROPERTY FY 19-20 Actual 26,606,844 FY 20-21 Adopted 25,353,783 FY 20-21 Estimate 25,353,783 FY 21-22 Adopted 27,840,341 % of General Fund 31.06% % Change from FY 20-21 Adopted 9.81% Under current law, property is assessed at actual full cash value, with the maximum levy being 1% of the assessed valuation. The assessed value of real property that has not changed ownership can be adjusted by the change in the California Consumer Price Index (CCPI) up to a maximum of 2%per year. Property which changes ownership, property which is substantially altered, newly-constructed property, State-assessed property, and personal property are assessed at the full market value in the first year and subject to the two percent cap, thereafter. The Property Tax Historical Trend indicates a slight dip in FY 2020-21,which reflects budgeted amounts rather than actuals. FY 2021-22 Adopted Budget Financial Schedules 126 Property Tax Historical Trend $30 c $25 $20 $15 $10 $5 $0 FY 11- FY 12- FY 13- FY 14- FY 15- FY 16- FY 17- FY 18- FY 19- FY 20- FY 21- 12 13 14 15 16 17 18 19 20 21 22 In 1978, voters approved the passage of Proposition 13, which froze property tax rates and limited the amount that rates could increase each year. Cupertino had one of the lowest property tax rates in Santa Clara County receiving only $0.02 for every $1.00 paid. Subsequent legislation required Counties to provide 11no/low tax' cities with a Tax Equity Allocation (TEA) equal to 7% of the property tax share, however, the property tax distribution for the no/low tax cities in Santa Clara County was limited to 55% of what other TEA cities in the state received. FY 2021-22 Adopted Budget Financial Schedules 127 Property Tax Allocation FY 21-22 ERAF Mid-Peninsula Regonal Open_ Santa Clara Valley Water 7.2% .-City of Cupertino 1.7% Space 7.0% p 1.6% Fremont Union Hi 16.7% _Santa Clara Cou my 34.5% Foothill 0eAnza Commu College 6.4% Bay Area Air Quality Management 0.2% Cupertino Union Elementary 24.7% In FY 2006-07 West Valley cities won the passage of State legislation which restored a portion of TEA property tax revenue. This TEA change provided an additional $1.35 million in property tax annually and increased the City's share of property taxes to 5.6%. Cupertino, in conjunction with three other West Valley cities, continued legislative efforts to gain parity with other no/low property tax cities in the state. In FY 2015-16, Governor Brown agreed to restore TEA revenues over a five-year period. TEA will be fully restored and Cupertino will keep 7.0% of property tax revenues in FY 2019-20 compared to 6.72% in FY 2018-19. Additionally,the Educational Revenue Augmentation Fund (ERAF), a mechanism,enacted in July of 1992 by the State Legislature to shift local tax revenues from cities, counties, and special districts to a State control ERAF,absorbs the shift-back of the TEA. The City experienced a net taxable value increase of 6.95%for the 2020-2021 tax roll.The bulk of the increase was due to increases in residential properties by$802 million,or 5%. This category makes up 60.3%of the net taxable value. Unsecured property tax increased by$782 million, or 47.6%. This category makes up 8.7% of the net taxable value. Lastly,increases in commercial property values increased by$169 million,or 2.3%.This category makes up 27.2% of the net taxable value. The effects of COVID-19 on housing prices in Cupertino and the Bay Area have yet to be felt. Although values continue to increase, staff will monitor the potential impact of long-term and even permanent telework environments in the City and region. FY 2021-22 Adopted Budget Financial Schedules 128 OCCUPANCYTRANSIENT FY 19-20 Actual 7,286,083 FY 20-21 Adopted 7,546,884 FY 20-21 Estimate 2,046,884 FY 21-22 Adopted 3,000,000 % of General Fund 3.35% % Change from FY 20-21 Adopted -60.25% Transient occupancy taxes (TOT) are levied on hotels and short-term room rentals located in the City at the rate of 12% of room revenues. In November 2011, 83% of voters approved increasing the rate from 10% to 12%. This rate increase contributed to the upward trend shown in the TOT Historical Trend graph to the right. TOT is expected to end FY 2020-21 lower than the adopted budget mainly due to the shelter-in-place order Santa Clara County Public Health Department put into effect mid-March 2020 to control the COVID-19 pandemic. Until COVID-19 impacts are tempered and employees begin returning to their places of work, TOT will suffer greatly. Transient Occupancy Tax Historical Trend N $10 c 0 $9 $8 $7 $6 $5 $4 $3 $2 $1 $0 FY 11- FY 12- FY 13- FY 14- FY 15- FY 16- FY 17- FY 18- FY 19- FY 20- FY 21- 12 13 14 15 16 17 18 19 20 21 22 TOT is projected to decrease 60.3%in FY 2021-22. The City anticipates a "full-recovery" of TOT by FY 23-24; however, the extent of the recovery is uncertain as the decision for long-term and even permanent telework environments remain to be determined. Currently, a recovery to a$7.5 million level is anticipated by FY 23- 24. With an Adopted Budget amount in FY 21-22 of $3 million, it is clear the recovery will not take place overnight; however, staff is cautiously optimistic that this recovery could be accelerated through the continued roll-out of COVID-19 vaccinations. Staff will continue to monitor these activities and bring forward adjustments and recommendations as necessary. FY 2021-22 Adopted Budget Financial Schedules 129 UTILITY TAX FY 19-20 Actual 3,182,087 FY 20-21 Adopted 3,223,712 FY 20-21 Estimate 3,223,712 FY 21-22 Adopted 3,245,447 % of General Fund 3.62% % Change from FY 20-21 Adopted 0.67% The utility user tax (UUT), approved by voters in 1990, is assessed on gas,electricity, and telecommunication services provided within the City's jurisdiction at a rate of 2.4% of billed charges. Revenues generated from this tax can be used for general City purposes. Utility Tax Historical Trend H $4.0 0 $3.5 $3.0 $2.5 $2.0 $1.5 $1.0 $0.5 $0.0 FY 11- FY 12- FY 13- FY 14 FY 15- FY 16- FY 17- FY 18 FY 19- FY 20- FY 21- 12 13 14 15 16 17 18 19 20 21 22 Utility User Tax Comparison TelecomGas/Electric Cable Water Sunnyvale 2.0% - - 2.0% Cupertino 2.41 i - Mountain View 3.0% - - 3.0% os Alto 3. Palo Alto 5.0% - 5.0% 5.0% Gilr hL 5. San Jose 5.0% - 5.0% 4.5% The City's tax rate is generally lower than that of other cities within Santa Clara County, as shown in the chart above. In March 2002, voters approved extending the utility tax's sunset date from 2015 to 2030. This extension corresponded with the extended debt maturity date resulting from the refinancing of debt for FY 2021-22 Adopted Budget Financial Schedules 130 capital improvement projects. To maintain tax revenues currently received from telecom services, voters passed a measure in 2009 to update the ordinance to the changing technology in this area. In FY 2019-20,UUT revenues increased by 2.9%compared to FY 2018-19 and are estimated to increase 1.3%in FY 2020-21. Budgeted revenues are expected to remain at $3.2 million for FY 2021-22 and beyond. This revenue source will be monitored closely as the fiscal year progresses. FRANCHISE FEES FY 19-20 Actual 3,418,909 FY 20-21 Adopted 3,280,447 FY 20-21 Estimate 3,280,447 FY 21-22 Adopted 3,380,986 % of General Fund 3.77% % Change from FY 20-21 Adopted 3.06% Franchise fees are received from cable, solid waste, water, gas and electricity franchisees that operate in the City. The fees range from 1% to 12% of the franchisee's gross revenues depending on each particular agreement. As shown in the graph below,these revenues are relatively steady and not sensitive to economic fluctuations. Franchise Fee Collection Historical Trend H $4.0 c 0 $3.5 $3.0 $2.5 $2.0 $1.5 $1.0 $0.5 $0.0 FY 11- FY 12- FY 13- FY 14- FY 15- FY 16- FY 17- FY 18- FY 19- FY 20- FY 21- 12 13 14 15 16 17 18 19 20 21 22 Franchise fee revenues decreased by 0.8% in FY 2019-20 from the prior year. In FY 2020-21, franchise fee revenues are trending down 4.0%partially due to the winding down of development resulting in lower solid waste revenues. Budgeted revenues are expected to remain at approximately $3 million for FY 2021-22. This revenue source will be monitored closely as the fiscal year progresses. FY 2021-22 Adopted Budget Financial Schedules 131 OTHER FY 19-20 Actual 1,402,002 FY 20-21 Adopted 1,212,939 FY 20-21 Estimate 1,212,939 FY 21-22 Adopted 1,248,720 % of General Fund 1.39% % Change from FY 20-21 Adopted 2.95% Other taxes are comprised mainly of business license taxes, construction taxes, and property transfer taxes. As shown in the graph,business license and property transfer taxes are relatively steady while construction taxes are extremely volatile and sensitive to economic fluctuations. Other General Fund Taxes Historical Trend —CONSTRUCTION TAX —BUSINESS LICENSETAX —PROPERTY TRANSFER TAX N $9 C O $7 If 1 $6 $5 $4 $3 $z $1 $a ,yA 1h 'y(0 ,yti yti y'Y tip` y5' y�o ,y'1 y�' ,y0' ytio' �.yti With the influx of several major construction projects beginning in 2012, revenues began increasing. The largest of the projects included the Apple Park and Main Street developments. These projects coupled with a strong housing recovery created a record year for revenues in FY 2013-14. These revenues have since returned to historic levels.In FY 2021-22,these revenues are expected to remain at$1.2 million. CHARGES • FY 19-20 Actual 11,986,328 FY 20-21 Adopted 11,091,064 FY 20-21 Estimate 13,392,301 FY 21-22 Adopted 12,047,922 % of General Fund 13.44% % Change from FY 20-21 Adopted 8.63% FY 2021-22 Adopted Budget Financial Schedules 132 This category accounts for charges to users of City services funded by the General Fund as well as internal City-wide overhead. The City attempts to recover the cost of the services, including planning, zoning, and engineering permit processing for new property development as well as some recreation-related fees. As such, this revenue source is sensitive to economic fluctuations, as shown in the graph below. Apple Park and other large developments generated large one-time revenues in FY 2013-14 as well as FY 2015-16 and FY 2016-17. In addition, beginning in FY 2013-14, enterprise funds, internal service funds, and special funds began charging for overhead services previously subsidized by the General Fund. Some internal strategic support services (HR, Finance, City Clerk, etc.) also began charging internal departments for their services to accurately capture the true cost of providing various programs and services within City operations. After a comprehensive cost allocation plan (CAP) was approved by Council in April 2016, new CAP charges were included to capture internal strategic support services that were previously excluded (City Council, Facilities, Maintenance, etc.). In FY 2015-16, the City's administration changed its methodology for tracking developer deposits driven by increased developer activity and, as a result, both budgets for revenues and expenses were increased by anticipated deposit amounts leading to another large increase in revenue. Charges for Services Historical Trend H $20 0 $Is $16 $14 $12 $10 $8 $6 $4 $2 $0 'y'1' ,y'3 ,yR 1y ti� ti1 ;yPo ti� :ti0 .L1 ,y`1. yti yti y3' NV by y� y1 ti$ ti� ti0' yti F� Fy F� Fa F� F� F� 1� Current year actuals will come in higher compared to budgeted levels due to the uncertainty of the COVID- 19 pandemic impact causing the City's recreation facilities to shut down by way of the shelter-in-place orders of the Santa Clara County Public Health Department. Increases to the City fees (effective July 3, 2021)would represent additional revenues of approximately $551,000. As the City moves toward a recovery, growth in charges for services revenues is anticipated in FY 2021-22,with a full recovery achieved in FY 2022-23. FY 2021-22 Adopted Budget Financial Schedules 133 LICENCES AND PERMITS FY 19-20 Actual 4,692,845 FY 20-21 Adopted 3,139,473 FY 20-21 Estimate 33,123,003 FY 21-22 Adopted 3,140,195 % of General Fund 3.50% % Change from FY 20-21 Adopted 0.02% Licenses and permits include fees for reviewing building plans, building inspections, construction, tenant improvements, and commercial/residential installations for compliance with state and municipal building codes. Licenses&Permits Historical Trend H $35.0 c 0 $25.0 $20.0 $15.0 $10.0 $5.0 $0.0 FY 11- FY 12- FY 13- FY 14- FY 15- FY 16- FY 17- FY 18 FY 19- FY 20- FY 21- 12 13 14 15 16 17 18 19 20 21 22 The Apple Park project and large residential projects (Rosebowl, Biltmore expansion, Main Street) generated significant permitting revenues in FY 2013-14.Since then, activity has slowed until FY 2018-19 when revenues came in 48.8% higher. Although this revenue source is relatively consistent from year to year, fluctuations may occur depending on the timing of projects being completed. The $33.1 million estimated amount in FY 2020-21 is due to Vallco Town Center and its scheduled commencement in FY 2020-21 and FY 2021-22. These revenues will be carried forward and recognized as the project progresses to completion. This revenue category is expected to remain at$3.1 million in FY 2021-22. FY 2021-22 Adopted Budget Financial Schedules 134 USE OF • PROPERTY FY 19-20 Actual 4,189,877 FY 20-21 Adopted 1,246,510 FY 20-21 Estimate 1,246,510 FY 21-22 Adopted 1,249,220 % of General Fund 1.39% % Change from FY 20-21 Adopted 0.22% The use of money and property category is comprised of General Fund interest earnings as well as facility and concession rental income of City-owned property. The City's portfolio is approximately $154.9 million. Fluctuations in this revenue category are a result of investment earnings,as rental income is fairly steady. Use of Money and Property Historical Trend $3,000 F a m 0 r $2,500 - $2,000 $1,500 $1,000 $500 $0 FY 11- FY 12- FY 13- FY 14 FY 15- FY 16- FY 17- FY 18 FY 19- FY 20 FY 21- 12 13 14 15 16 17 18 19 20 21 22 Investment earnings are a function of the amount of excess cash available for investment, current interest rates, and composition of investments. The City's investment policy requires investments to be made in this order of priority: safety, liquidity, and yield. The Federal Open Market Committee kept monetary policy unchanged at their March 2021 meeting as expected, with the fed funds target rate in the range of 0.0% to 0.25%. The Fed intends to remain accommodative until the labor market has made a strong recovery and inflation is sustainably on track to achieve their 2.0% longer-run target. The majority of Fed policymakers expect to keep the fed funds rates unchanged through 2023. Through inflation rates are likely to increase in the coming months, the Fed believes the increase will be transitory and the Fed intends to remain on the sidelines. Fed Chair Powell emphasized that policymakers will clearly telegraph their outlook for monetary policy well in advance of any future policy changes. The yield curve has steepened. Year-to-date, the yield on 2-year Treasuries is about four basis points higher while the yield on 10-year Treasuries is nearly 83 basis points higher, as of March month-end. In April, we have seen a modest retreat in longer-term Treasury yields. Nevertheless, it is believed the Treasury yield curve is poised to modestly steepen further as the year progresses, which would be consistent with an improving economic outlook, more widespread vaccine FY 2021-22 Adopted Budget Financial Schedules 135 distribution, the anticipation of ongoing fiscal spending, and a moderate pick-up inflation. City staff will continue to monitor interest rates as well as economic factors in both the local as well as the national economy. FORFEITURESFINES AND FY 19-20 Actual 327,833 FY 20-21 Adopted 425,000 FY 20-21 Estimate 425,000 FY 21-22 Adopted 225,000 % of General Fund 0.25% % Change from FY 20-21 Adopted -47.06% Fines&Forfeitures Historical Trend -CITY FINES -PARKING FINES -ADMIN CITATIONS $500 $450 $400 $350 $300 v $250 0 r $200 $150 $100 $50 $0 FY 11- FY 12- FY 13- FY 14- FY 15- FY 16- FY 17- FY 18- FY 19- FY 20- FY 21- 12 13 14 15 16 17 19 19 20 21 22 Fines and forfeitures account for revenues generated from vehicle,parking,and miscellaneous code violations issued by the County Sheriff and the City's Code Enforcement officers. Fines and forfeiture revenue is projected to remain relatively flat in FY 2020-21. In FY 2021-22 revenues are expected to decrease by 47% based on a trending decrease in city fines. INTERGOVERNMENTAL FY 19-20 Actual 747,942 FY 20-21 Adopted 335,567 FY 20-21 Estimate 1,079,033 FY 21-22 Adopted 5,093,946 % of General Fund 5.68% % Change from FY 20-21 Adopted 1418.01% FY 2021-22 Adopted Budget Financial Schedules 136 Intergovernmental revenues are made up of federal, state, and regional grants, including miscellaneous intergovernmental revenue. In FY 2021-22,revenues of$5,093,946 are anticipated.This significant increase in revenue is due to the receipt of COVID-19 relief dollars as part of the American Rescue Plan Act of 2021. The City is receiving$4,852,301 in FY 2020-21 and$4,852,301 in FY 2021-22. MISCELLANEOUS FY 19-20 Actual 1,217,670 FY 20-21 Adopted 1,003,857 FY 20-21 Estimate 1,507,457 FY 21-22 Adopted 1,000,555 % of General Fund 1.12% % Change from FY 20-21 Adopted -0.33% Miscellaneous revenues account for unanticipated revenues such as donations and administrative fees. FY 2021-22 miscellaneous revenue remains relatively consistent with FY 2020-21 Adopted Budget. FY 2020-21 miscellaneous revenue is estimated to come in higher than budgeted due to a $500,000 increase in administrative fees for Community Development Department projects. The majority of the General Fund's miscellaneous revenues are due to Apple's annual donation for additional sheriff services at Apple Park. OTHER FINANCING SOURCES FY 19-20 Actual 451,439 FY 20-21 Adopted 275,000 FY 20-21 Estimate 1,839,432 FY 21-22 Adopted 275,000 % of General Fund 0.31% % Change from FY 20-21 Adopted 0.00% Other Financing Sources generally account for refundable deposit revenues within the Community Development Department. With significant fluctuations year-over-year, staff conservatively estimate these revenues.This revenue source is expected to remain at$275,000 in FY 2021-22. FY 2021-22 Adopted Budget Financial Schedules 137 TRANSFERS IN FY 19-20 Actual 10,012,000 FY 20-21 Adopted 15,000 FY 20-21 Estimate 507,832 FY 21-22 Adopted 45,000 % of General Fund 0.05% % Change from FY 20-21 Adopted 200.00% Transfers In represent the movement of funds from one City fund to another; the General Fund in this case. The City estimates between $15,000 and $45,000 in transfers in from the City's Tree Fund into the General Fund to support ongoing tree maintenance operations. In FY 2019-20, and as part of the Mid Year Financial Report,staff recommended and Council approved a$20 million transfer to the Capital Reserve to fund future capital projects. Immediately subsequent to this transfer, the COVID-19 pandemic sparked unprecedented uncertainty and as part of the FY 2019-20 3rd Quarter Financial Report, staff recommended and Council approved $10 million of the$20 million be transferred back to the General Fund. The FY 2020-21 estimate of $507,832 is unusually higher due to the refinancing of the City's certificates of participation in the fall of 2020. Savings in the first year of approximately $492,000 were transferred back to the General Fund as part of the Mid-Year Financial Report. FY 2021-22 Adopted Budget Financial Schedules 138 General Fund Revenue Comparisons with Other Jurisdictions The table below shows General Fund Revenue Comparisons with neighboring jurisdictions for FY 2017-18 through FY 2021-22.It shows general fund revenue totals and population. Adopted Adopted Actual Actual Actual Budget Budget city r r r r rr2021-22 Cupertino General Fund-Rev $ 88,243,646 $ 89,788,444 $ 80,104,468 $ 80,528,492 $ 89,767,034 Population 60,572 64,127 64,344 66,762 - Milpitas General Fund-Rev $ 105,323,121 $ 112,751,530 $ 105,104,426 $ 117,049,988 $ 110,729,648 Population 77,874 80,208 84,196 86,399 88,660 Campbell General Fund-Rev $ 51,149,304 $ 54,364,113 $ 50,606,793 $ 53,827,394 57,130,551 Population 42,567 42,243 41,793 11,92012 42,047 Fremont General Fund-Rev $ 197,187,000 5 207,266,000 $ 201,589,000 5 206,605,000 $ 208,579,000 Population 234,544 237,811 241,110 244,257 247,445 Hayward General Fund-Rev $ 158,401,000 $ 181,803,935 $ 170,106,989 $ 166,314,726 $ 178,634,398 Population 160,324 159,760 159,203 160,885 162,585 Mountain View General Fund-Rev $ 136,376,999 $ 146,010,075 $ 142,667,193 $ 144,162,250 $ 146,412,350 Population 81,189 83,168 82,739 83,742 84,757 Palo Alto General Fund-Rev $ 193,888,000 $ 205,600,846 $ 188,947,000 $ 175,115,000 $ 181,599,000 Population 66,960 66,258 65,364 65,457 65,550 San Jose General Fund-Rev $ 1,297,914,684 $ 1,394,877,114 $ 1,204,729,056 $ 1,154,798,152 $ 1,218,643,055 Population 1,032,335 1,028,020 1,021,795 1,029,506 1,037,276 San Leandro General Fund-Rev $ 111,589,270 $ 118,797,274 $ 17,510,313 $ 122,070,679 $ 123,102,300 Population 90,118 89,713 88,815 89,235 89,657 Santa Clara General Fund-Rev $ 237,819,010 $ 284,451,230 $ 242,422,504 $ 233,115,437 $ 250,335,420 Population 126,709 129,085 130,365 131,971 133,597 Sunnyvale General Fund-Rev $ 207,403,434 $ 212,294,815 $ 197,073,210 $ 216,278,805 $ 202,415,809 Population 153,217 152,807 152,703 154,127 155,565 The chart below shows FY 2021-22 Property Tax dollars per capita comparison with other jurisdictions. FY 21-22 Property Tax Per Capita Sao 600 400 a V a 200 0..E v} 0 'C o� a0 �o The chart below shows FY 2021-22 Sales Tax dollars per capita comparison with other jurisdictions. FY 2021-22 Adopted Budget Financial Schedules 139 FY 21-22 Sales Tax Per Capita 600 500 400 300 Qw U 200 py 160 v} 0 aim b r` °F -, 01, The chart below shows FY 2021-22 Transient Occupancy Tax dollars per capita comparison with other jurisdictions. FY 21-22 Transient Occupancy Tax Per Capita 150 100 U 50 a v} 0 y= 4a� ea �o The chart below shows FY 2021-22 Franchise Fee dollars per capita comparison with other jurisdictions. FY 21-22 Franchise Fees Per Capita 100 80 60 40 U T. 20 0 Sufi° 4W�e� 6 4P ya *Only cable franchise fees are included.Franchise fees are not part of the General Fund but is included for comparison purposes. The chart below shows FY 2021-22 Building Permit dollars per capita comparison with other jurisdictions. FY 2021-22 Adopted Budget Financial Schedules 140 FY 21-22 Building Permits Per Capita 100 so b 60 40 U 20 ua 0 s7AP 41 41 yi y� ya CP moo` *Building permit revenues are not part of the General Fund,but is included for comparison purposes. FY 2021-22 Adopted Budget Financial Schedules 141 General Fund Expenditures Estimates for the FY 2021-22 General Fund expenditures are based upon anticipated personnel and non- personnel cost increases. This year, department budgets reflect a base budget with justified ongoing expenses, accounting for changes in personnel costs and any other anticipated/known increased costs in FY 2021-22. In addition, most budgets were given additional funds for any unexpected expenditures that are accounted for in the contingency account, which remained at 2.5% of base materials and contract services. Lastly, per the City's Reserve policy, an unassigned General Fund balance above the $500,000 maximum balance will be recommended for transfer to the Capital Reserve Fund for future capital and infrastructure projects, after year-end close and as part of the mid-year financial report. With a projected increase in unassigned fund balance for FY 2021-22 and an unexpected increase in revenues during FY 2019-20 and FY 2020-21,the Adopted Budget is recommending to add back a number of prior year materials and contract services requests that were deferred to mitigate the impacts of COVID-19. Additionally, financial updates will be provided on a quarterly basis to effectively communicate the City's progress toward a financial recovery from COVID-19. As shown in the chart on the next page, FY 2021-22 expenditures are estimated at $89.8 million, which represents an 11% increase compared to the adopted budget from the prior year. This budget reflects an increase in Employee Compensation and Benefits due to negotiated salary and benefit changes as well as increased retirement costs. There is also an increase in Materials primarily attributed to an increase in software expenses, electrical, and water service charges in FY 2021-22. Additionally, there is an increase in Contract Services primarily attributed to the annual increase to the City's Law Enforcement contract with Santa Clara County Sheriff.Part of the increase in Contract Services is due to the inclusion of one-time special projects that will be broken out and reported in the special project classification as part of the Adopted Budget. These one-time projects are driven by the add-back of previously deferred items as a result of COVID-19 as well as an increase in City Work Program items compared to the previous year. GENERAL FUND EXPENDITURE SUMMARY 1 ' 1 ' 1 1 12021-22 Percent AdoptedEXPENDITURES Actual Actual •o• Employee Compensation 17,232,957 18,153,833 20,295,000 21,806,721 7% Employee Benefits 6,963,384 7,732,290 8,903,632 10,154,044 14% otal Personnel Costs 24,196,341 29,198,632 31,960,765 Non-Personnel Costs Materials 4,494,677 4,860,223 6,058,121 6,639,523 10% Contract Services 20,361,957 21,528,698 22,051,314 23,773,121 8% Cost Allocation 9,368,223 9,786,477 10,473,534 11,948,062 14% Capital Outlay&Special Projects 4,211,639 2,245,576 1,448,852 3,221,800 122% Contingencies - 40 824,350 426,779 -48% Other Uses 381,262 282,038 525,000 545,000 4% Total Non-Personnel 38,817,758 38,703,053 41,381,171 46,554,285 1 Transfers 19,376,087 30,892,276 9,948,689 11,251,984 13% TOTAL EXPENDITURES 82,390,187 95,481,452 80,528,492 89,767,034 11% FY 2021-22 Adopted Budget Financial Schedules 142 The largest General Fund operating expenditure categories include Employee Compensation and Benefits (35%), Contract Services (27%), Cost Allocation (13%), and Transfers Out (13%) as illustrated in the FY 2021- 22 General Fund Expenditures by Category chart. General Fund Expenditures by Category Other Uses 545,000 1% Contingencies 426,779 0% Transfers 11,251,984 Capital Outlay&Special Projects 13% Employee Compensation 3,221,800 21,806,721 4%° 24% Cost Allocation 11,949,062 13% Employee Benefits 10,154,044 11% Materials 61639,523 Contract Services 7% 23,773,121 27% Personnel Costs Personnel costs total $32 million in FY 2021-22, comprising 35% of General Fund expenditures. These costs are made up of salaries and compensation for benefitted and part-time staff(68%), retirement benefits (20%), and other fringe benefits(11%),including health coverage. Costs were calculated by taking an extract of payroll system information. This individual position-level information was then reviewed,corrected, and updated by each department to include current vacancies and filled positions,accurate salary step status, as well as any position reallocations. Also, all categories of benefit costs in the coming year were projected. The most recent retirement plan and health plan information for each position was also updated from the payroll system. Not included in personnel costs is the ongoing contribution for retiree healthcare which is included in the transfers category. Costs in salary and benefits are up primarily due to equity adjustments and negotiated salary and benefit changes. CalPERS retirement rates are projected to increase 6.1%, as per the most recent actuarial valuation report from CalPERS. In addition, the CalPERS discount rate is projected to remain at 7% as the CalPERS board has not made any additional changes since December 2017. Future actuarial assumptions project changes to the FY 2021-22 Adopted Budget Financial Schedules 143 discount rate and these projections are reflected in the General Fund forecast section of the budget. A total of 208.75 FTEs are budgeted in FY 2021-22, up from 203.75 in FY 2020-21. The increase of 5.0 FTEs represents a 2.5%increase in staffing.The change in positions is summarized below: FY 1 1 Adopted Budget 203.75 Limited Term Recreation Coordinator -1.00 FY 121-22 Adopted Budget Emergency Management Analyst 1.00 Environmental Programs Assistant 1.00 Senior Planner 1.00 Plan Check Engineer 1.00 Permit Technician 1.00 CIP Project Manager 1.00 FY 2021-22 Benefitted Positions Non-Personnel Non-personnel costs total $46.6 million in FY 2021-22, comprising 52% of General Fund budgeted appropriations. These costs are primarily made up of Contract Services (27%), Cost Allocation charges (13%), Materials (7%), Capital Outlays and Special Projects (4%). Costs were developed from the base budget created in FY 2020-21 with justified ongoing expenses and adjustments for any other anticipated/known increased costs in FY 2021-22. One-time projects were moved to a separate category in FY 2013-14 to ensure that expenditure trends reflect ongoing expenditure needs. In FY 2017-18, a concerted effort was made to differentiate costs related to special projects and capital outlays that are required to be depreciated. A special projects series was created in the contracts section of accounts for any new special projects going forward. With a projected increase in total unassigned fund balance for FY 2021-22, the City is able to add back a number of FY 2020-21 materials and contract services that were cut due to COVID-19 which is reflected in the 13% increase in non-personnel costs compared to the prior year. Although program contingencies will remain reduced from 5% of budgeted General Fund materials and contract services to 2.5%. Program contingencies have been allocated proportionately among operating programs based on each program's share of General Fund budget for materials and contract services. The City Manager Contingency is a second level of contingency established for unexpected expenditures that may occur over the program contingency. In FY 2020-21, the City Manager Contingency was reduced from 2.5% of budgeted General Fund materials and contract services to $75,000. This brings total contingencies for the General Fund to approximately 2.5% of budgeted materials and contract services. This percentage is lower than the best practices adopted by the Governmental Accounting Standards Board (GASB) which recommended 5-15% contingency. Program contingency budgets may be used to cover unanticipated program expenses at the department's discretion, while use of the City Manager Contingency will require City Manager approval. The Sheriff's and City Attorney services contracts are excluded from the contingency calculation. FY 2021-22 Adopted Budget Financial Schedules 144 General Fund Transfers Transfers out represent transfers of monies out of the General Fund to various other funds. These transfers provide resources to the receiving fund to support operating and capital project costs. For FY 2021-22, budgets have been established for the following transfers. Transfer Out oiAmount Special Revenue Funds Sidewalk, Curb and Gutter $6,457,824 Maintenance Debt Service Funds= JJJ§F�nnual Debt PaymenJllllllllllllllll` $2,621,000 Blackberry Farm Golf Course, Enterprise Funds $886,801 Outdoor Recreation IT Infrastructure,Meral Fund = IS ice Funds Subsidy of Compensated Absences $1,286,359 and Retiree Medical TOTAL $11,251,984 FY 2021-22 Adopted Budget Financial Schedules 145 General Fund Fund Balance As prescribed by GASB Statement No. 54, governmental funds report fund balance in classifications based primarily on the extent to which the City is bound to honor constraints on the specific purposes for which amounts in the funds can be spent.Fund balances for governmental funds are made up of the following: Nonspendable Fund Balance — includes amounts that are (a) not in spendable form, or (b) legally or contractually required to be maintained intact. The "not in spendable form" criterion includes items that are not expected to be converted to cash, for example: prepaid items, property held for resale and long-term notes receivable. Restricted Fund Balance — includes amounts that can be spent only for the specific purposes stipulated by external resource providers, constitutionally or through enabling legislation. Restrictions may effectively be changed or lifted only with the consent of resource providers. Committed Fund Balance—includes amounts that can only be used for the specific purposes determined by a formal action of the City's highest level of decision-making authority,the City Council. Commitments may be changed or lifted only by the City taking the same formal action (resolution) that imposed the constraint originally. Assigned Fund Balance— comprises amounts intended to be used by the City for specific purposes that are neither restricted nor committed. Intent is expressed by the City Council or official to which the City Council has delegated the authority to assign amounts to be used for specific purposes.Through the adopted budget, the City Council establishes assigned fund balance policy levels and also sets the means and priority for the City Manager to fund these levels. Unassigned Fund Balance—is the residual classification for the General Fund and includes all amounts not contained in the other classifications.Unassigned amounts are technically available for any purpose. In circumstances when an expenditure may be made for which amounts are available in multiple fund balance classifications, the fund balance in General Fund will generally be used in the order of restricted, unassigned, and then assigned reserves. In other governmental funds, the order will generally be restricted and then assigned. FY 2021-22 Adopted Budget Financial Schedules 146 General Fund Classification of Fund Balance Adopted AdoptedActuals Actuals Budget Projection Non Spendable Loans Receiva le 454,188 449,341 446,000 446,000 441,000 Advance to Other Funds - 3,000,000 - 3,000,000 3,000,000 Total Non Spendable 454,188 3,449,341 446,000 3,446,000 3,441,000 Restricted a A Public Safety Power Shutoff - 217,551 - - - CASp Certification and Training i 13,982,MllMW,193 X3,982 1113,982 = 13,982 PRSP Section 115 Trust 8,109,521 12,725,224 12,000,000 18,491,004 20,491,004 Public Access Televisi 1,346,16 ,368,789 1,346,167 1,368,789 1,368,789 Total Restricted 9,469,670 14,324,757 13,360,149 19,873,775 21,873,775 Committed Economic Uncertainty 19,000,000 19,000,000 19,000,000 19,000,000 19,000,000 Sustainability Reserve 123,397 127,891 123,397 127,891 127,891 MMM�llllllllllllTota1 Committed 19,123,397 19,127,891 19,123,397 19,127,891 19,127,891 Assi�yne Reserve for Encumbrances 1,979,202 3,176,882 3,000,000 3,000,000 3,000,000 Total Assigned 1,979,20 ,176,882 3,000,000 Total Unassigned 27,896,128 34,426,942 16,040,633 37,811,790 35,697,647 TOTAL FUND BALANCIW 58,922,5 ! 74,505,813 51,970,179 83,259,45 83,140,31 FY 2021-22 Adopted Budget Financial Schedules 147 All Funds Summary This section provides information on the FY 2021-22 Special Revenue,Debt Service,Capital Project, Enterprise and Internal Service Funds budgets including,expenditure and revenue highlights,transfers to other funds,reserve funds and the financial forecast. Revenue Estimates Estimates for FY 2021-22 fund balance and individual revenue accounts are based upon a careful examination of the collection history and patterns as they relate to such factors as seasonality and performance in the economic environment that the City is most likely to encounter in the coming year. Each source of revenue can be influenced by external (outside of the City's control) and/or internal factors. The FY 2021-22 revenue estimates are built on the assumption that the economy will experience conservative growth toward a recovery from COVID-19. Special Revenue Funds Special Revenue Funds account for the proceeds of specific revenue sources that are legally restricted to expenditures for specific purposes. Special Revenue Funds include the Park Dedication, Transportation, Storm Drain,and Environmental Management/Clean Creeks funds. Revenue Revenue sources for special revenue funds are summarized in the table below and discussed in greater detail following the table: i i REVENLTE SOURCES Actuals. Projected Adopted Budget Other Taxes 372,233 3,102,882 3,691,092 LIse of Money&Property 1,246,997 M Intergovernmental 3,296,199 4,331,834 3,468,030 Charges for Services 1,501,776 W557,384 1,547,078 Miscellaneous Revenue 704,734 1,443,723 87,097 Fines and Forfeitures 16,1Aimm 10,000 10,000 Transfers In 1,318,792 4,200,000 10,322,824 Total Revenue Sources $8,456,905 $15,150,028 $19,130,289 Revenues are projected to increase$4.0 million over the previous fiscal year.This is largely due to an increase in transfers into the Transportation Fund offset with declines in non-discretionary revenue sources. Qualifying projects in the Capital Improvement Program Capital Projects Fund will be using Measure B funds. A reduction in miscellaneous revenues is due to one-time capital project donations from Apple Inc., that will be carried over from previous fiscal years until the project is completed and the revenues are recognized. Expenditures Expenditure uses for special revenue funds are summarized in the table below and discussed in greater detail following the table: FY 2021-22 Adopted Budget Financial Schedules 148 EXPENDITURE Actuals Projected Adopted Budget Employee Compensation 1,172,476 1,576,185 1,772,223 Employee Benefits 559,156 780,434 EL 905,260 Materials 724,637 1,416,338 959,847 Fontract Services 597,338 1,848,259 1,451,016 Cost Allocation 486,532 1,046,834 1,325,945 Capital Outlays 3,612,522 5,514,354 7,365,000 Special Projects 3,572,148 5,995,259 3,900,000 Contingencies 34,044 36,733 Transfers Out 12,000 15,000 381,000 Total Expenditures Uses $10,736,810 $18,226,707 $18,597,024 Expenditures are projected to increase by$0.4 million primarily due to an increase in funding allocation for streets and road maintenance. FY 19-20 experienced declines due to uncertainty brought on by COVID-19; however, with the City's financial position remaining strong, transportation and streets pavement maintenance are anticipated to increase. Fund Balance Fund balance represents fund savings and is calculated by taking the beginning balance and then adding the difference between revenue and expenditures to arrive at the ending fund balance. CHANGES TO FUND BALANCE 2019-20 : : Actuals Projected Adopted Budget Beginning Balance 34,275,079 31,995,174 29,918,495 Net Increase(Decrease)in Fund Balance (2,279,905) (3,076,679) ' 533,265 Ending Balance $31,995,174 $28,919,495 $29,451,760 Debt Service Fund The Debt Service Fund provides for the payment of principal, interest, and associated administrative costs incurred with the issuance of debt instruments for the City's Public Facilities Corporation. The budget funds the Corporation's annual payment of principal and interest on the City Hall/Community Hall/Library Certificates of Participation(COP)that will be paid off by July 1,2030. On September 29, 2020, the City's 2020A Certificates of Participation (2020 COPs) were successfully sold in order to refund the City's 2012 Certificates of Participation for debt service savings.The refunding generated net present value savings of approximately$3.14 million, 11.61% of refunded par and a True Interest Cost of 0.72%. Savings to the City's General Fund amounts to approximately$494,000 per year for the next 10 years, or almost$5 million in total savings. Revenue FY 2021-22 Adopted Budget Financial Schedules 149 Revenue sources for the Debt Service Funds are summarized in the table below and discussed in greater detail following the table: REVENUE SOURCES i i i i2021-22 AdoptedActuals Projected . , Use of Money&Property 26,611 332 Other Finandng Sources 918,704 - Transfers hi 3,172,838 3,1.69,138 2,621,OW Total Revenue Sources $3,199,449 $29,088,174 $2,621,000 Revenues experienced significant increased activity in FY 2020-21 due to the refinancing. Annual transfers in from the General Fund are anticipated to decrease as a result of the savings from the refinancing. Expenditures Expenditure uses for Debt Service Funds are summarized in the table below and discussed in greater detail following the table: EXPENDITUREi i ii2021-22 Actuals Projected Adopted Debt Service 3,174,337 30,719,030 2,67 6,000 Transfers Out - 492,832 - Total Expenditures Uses $3,174,337 $30,719,030 $2,676,000 Expenditures experienced significant increased activity in FY 2020-21 due to the refinancing. Annual debt service payments are expected to decrease in respect to years past as a result of the savings achieved from the refinancing. Fund Balance Fund balance represents fund savings and is calculated by taking the beginning balance and then adding the difference between revenue and expenditures to arrive at the ending fund balance. CHANGES TO D BALANCE 2019-20 ii2021-22 Actuals Projected Adopted Budget Beg-iming Balance 1,660,760 1,685,872 -7,016 Net Increase(Decrease)in Fund Balance- 25,112 (1,630,956) (55,000) Ending Balance $1,685,872 $59,016 $16 Capital Project Funds This fund pays for the acquisition of major capital facilities and/or construction of major capital projects. FY 2021-22 Adopted Budget Financial Schedules 150 Revenue Revenue sources for Capital Project Funds are summarized in the table below and discussed in greater detail following the table: i i ii2021-22 SOURCESREVENUE AdoptedActuals Projected Use of Money and Property 907,854 - - h-Ltergovenunental 55,000 1,460,000 385,952 urges for Services Miscellaneous 2,789,450 4,967,967 - Transfers In 35,363,157 6,430,000 T 7,557,048 Total Revenue Sources $ 39,115,461 $ 12,857,967 $ 7,943,000 Revenue is projected to decrease by $4.9 million. This decrease is primarily due to one-time Apple funded project donations carried over from FY 2019-20. Expenditures Expenditure uses for Capital Project Funds are summarized in the table below and discussed in greater detail following the table: EXPENDrrURE USES 2019-20 i i2021-22 Actuals Projected Adopted Einployee Compensation 280,911 Ernpinyee Benefits 107,386 - Contract Services 127,856 4,130,320 790,000 LapitalOutlays IN 5,202,398 9,165,790 7,328,000 Cost Allocation - 168,274 - Transfers Out . 26,057,719 1,989,449 11,422,048 Total Expenditures Uses $ 31,776,270 $ 15,453,933 $ 19,540,048 Expenditures are projected to increase by $4.1 million dollars due to an increase in Capital Improvement Program projects in FY 21-22. Fund Balance Fund balance represents fund savings and is calculated by taking the beginning balance and then adding the difference between revenue and expenditures to arrive at the ending fund balance. FY 2021-22 Adopted Budget Financial Schedules 151 CRANGES TO FUND BALANCE 2019-20 I I2021-22 BudgetActuals Projected Adopted Beguvvi2g Balance 33,211,943 40,551,134 37,955,26E Net Increase(Decrease)u1 Fund Balance 0=7,339,191 (2,595,866) (11,597,048) Ending Balance $40,551,134 $37,955,268 $26,358,220 Enterprise Funds Enterprise Funds are set up for the provision of specific services that are funded directly by fees charged for those goods or services. Enterprise Funds include the Resource Recovery, Sports Center, Blackberry Farm Golf Course and Recreation funds. Revenue Revenue sources for Enterprise Funds are summarized in the table below and discussed in greater detail following the table: i i ii2021-22 BudgetREVENUE SOURCES Actuals Projected Adopted Use of Money&Property Wr WM 824,304 290,UUU 693,UUU Intergovenunental 14,950 15,000 14,000 Charges For Services 5,727,442 5,217,578 Miscellaneous Revenue 9,819 10,00U Transfers WW 3,523,000 2,849," sm'so1 Total Revenue Sources SIQ,Q99,5I5 57,594,333 56,82I,379 Revenue is projected to decrease by $773,000; however, the adopted revenues are consistent with the FY 2020-21 Adopted Budget. Although revenues are projected to outperform estimates in FY 2020-21,the timing and extent of recovery from COVID-19 is difficult to measure.As a result, conservative revenue estimates are being applied to the FY 2021-22 Adopted Budget. Expenditures Expenditure uses for Enterprise Funds are summarized in the table below and discussed in greater detail following the table: FY 2021-22 Adopted Budget Financial Schedules 152 ii2021-22 Actuals Projected Adopted Budget Emplovee Compensation 1,663,896 1,601,475 1,871,811 Emplovee Benefits 647,092 hiateiials 328,368 389,036 417,242 Contract Services 4,348,470 4,808,179 Contingencies - 128,141 134,527 Cast Allocation 923,089 1,034,107 Special Projects 267,823 2,288,9a9 229,QQQ Transfers Out 275,158 291,445 275,159 Total Expense Uses $8,902,199 $10,502,095 $9,417,117 Expenditures are projected to decrease by approximately $1.1 million, largely in part to a reduction in one- time special projects in FY 2020-21 that are not included in FY 2021-22. Retained Earnings Enterprise funds carry retained earnings instead of fund balance. Retained earnings are calculated by taking the beginning balance and then adding the difference between revenue and expenditures to arrive at the ending retained earnings.However, some of these resources are not liquid and represent capital assets.These monies are generally accumulated to support capital replacement and/or expansion needs. CHANGES TO RETAINED EARNINGS i i i i2021-22 Actuals Projected Adopted Budget Beginning Balance 8,056,5% 9,253,822 6,346,060 Ut Increase(Decrease)in Retained Earnings 1,197,316 (2,907,762) (2,595,738) Ending Balance $9,253,822 $6,346,060 $3,750,322 Internal Service Funds Internal Service Funds are used for areas where goods or services are provided to other departments or governments on a cost-reimbursement basis. Internal Service Funds include the Information Technology, Equipment, Workers Compensation, Long-Term Disability/Compensated Absence, and Retiree Medical funds. Revenue Revenue sources for Internal Service Funds are summarized in the table below and discussed in greater detail following the table: FY 2021-22 Adopted Budget Financial Schedules 153 I ' I I I2021-22 REVENUE SOURCES Actuals Projected Adopted Budget Use of Money&Property 367,522 - Charges for Services 4,264,832 4,340,868 4,678,201 Transfers 3,573,000 490,OOQ 1,652,359 Other Finnancing Uses 307,569 246,385 356,839 Total Revenue Sources $8,512,923 $5,277,253 $6,687,399 Revenues are projected to increase by $1.4 million due to increased transfers from the General Fund for equipment replacement,compensated absence,and retiree medical payments for FY 2021-22. Expenditures Expenditure uses for Internal Service Funds are summarized in the table below and discussed in greater detail following the table: I I2021-22 Actlaals Projected Adopted Budget Employee Compennsation 1,523,779 1,636,794 1,736,052 Employee Benefits 2,013,354 1,8%,6% 2,015,467 Materials 658,289 1,061,810 1,220,956 Contract Services 1,220,98M1,549,979 1,696,641 Contingencies - 39,947 72,910 Cast Allocation 1,816,928 52,343 60,817 Special Projects (29,696) 886,730 1,Q58,20Q Transfers Out 897,684 %9,469 Total Expenditures Uses $7,403,653 $8,041,983 $8,830,512 Total expenditures is projected to increase approximately $789,000 as a result of negotiated labor increases and additional I&T-related one-time special projects slated for FY 2021-22. Retained Earnings Internal Service Funds carry retained earnings instead of fund balance. Retained earnings are calculated in the same manner as fund balance, taking the beginning balance and then adding the difference between revenue and expenditures to arrive at the ending retained earnings. However, some of the resources are not liquid and represent capital assets. These monies are generally accumulated to support capital replacement and/or expansion needs. CHANGES TO RETAINED EARNINGS 2DI9-2D I I2021-22 Actuals Projected Adopted Budget Beginning Baluice 6,850,179 7,959,449 3,194,719 Net Increase(decrease)in Retained Earnings 1,109,270 (2,764,730) (2,143,113) Ending Balance 57,959,449 55,194,719 53,Q5I,6Q6 FY 2021-22 Adopted Budget Financial Schedules 154 General Fund Forecast Overview City staff develops medium-term (5-year) and long-term (20-year) forecasts as part of the budget process. While long-term projections are inherently less reliable than short-term projections, they can help detect structural budget issues early. As shown in the following chart, projections show increasing operating deficits in the next 20 years due to revenues growing slower than expenditures. 20-Year General Fund Financial Forecast $ia000000a GG 120.3�^122.1M1R�'�'4 125.7M $1za,00a,00a o 15.s 118.Shf 5 1�8.3 M1A5].79.5M 112.4 51�3.3M1+51�3.3 NY�5,8 $100.7 M $45.5M$45.5M$48.2M_ $84.5M S90 SM - $84,900,I7U0 $94,900,400 $24,900,400 n, '14 '1°' 30 „�'v �ry 33 ,niA ,ni`'' 10 o� d� "I'll ry o1 � o� a''ti del' off' of o� I'll a 41 o� '4 '� 'L ti61" tio''� '6o 'IV 'L I'll ti ti ry ti ti ti ti ti Revenues Expenditures Revenue growth is primarily driven by sales,property,and transient occupancy taxes.Revenues are expected to decrease in FY 2021-22 for a few reasons: • Sales tax revenues experienced tremendous growth in FY 2019-20 and FY 2020-21 due to increases in business-to-business and online sales. In FY 2021-22, sales tax revenue is expected to decline as businesses begin to open and online sales decrease. • Property tax--while stable currently--could be affected as new telecommute policies impact property values in the Bay Area. • Transient occupancy tax is not expected to fully recover until FY 2023-24. And the extent of a "full recovery" is unknown. Like property taxes, we do not fully understand how telecommuting policies will impact the demand for City hotels. FY 2021-22 Adopted Budget Financial Schedules 155 Expenditure growth is primarily driven by increases in pension liability costs and the City's Law Enforcement contract with the Santa Clara County Sheriff's Office. To mitigate the impacts of COVID-19, the City is continuing to maintain reduced contingency amounts,which the City reduced by 50%in FY 2020-21. Since revenues grow at a slower pace than expenditures, annual operating deficits are projected to increase, as shown in the following chart. $s,nonann 20-Year General Fund ❑peratingSurpluses/Deficits $4,0o0,ao0 $2000900 $03M S03M 1M 5 , $O.OM I -50.6 r,1 $(4,000,000) -$3.6M -$3.GM -$4.2M -$4.9M $I6,000,000� -S55M -$6.7M -5a.0M -S6.6M -59.2M 5llu,nuo,000l yAy y0 I'D' L�� L L01� 'LORD � `00, Illy 4;1 YO�ti LO'� I'll 41 40 I'll' le Although it is difficult to estimate the full impacts of COVID-19 into the near and long-term, the City's fiscal foundation remains strong. With the General Fund's Economic Uncertainty Reserve intact and a healthy unassigned fund balance, the City is poised to withstand the impacts of COVID-19 into the future. While we continue on the road to recovery and return to a "new normal," staff will continue to monitor the situation and adjust when necessary. Staff fully intend on keeping the City Council and community informed with regular updates.Having the latest information and up-to-date data will allow for informed decision-making. FY 2021-22 Adopted Budget Financial Schedules 156 Forecast Methodology A financial forecast is a planning tool that helps staff identify trends and anticipate the long-term consequences of budget decisions. The forecast is instrumental in modeling the effects of retirement costs, employee compensation,and revenues on the City's budget. The forecast is not a plan but a model based on cost and revenue assumptions updated regularly as new information becomes available. Of these components, cost projections, which are based on known costs, are relatively reliable. On the other hand,revenue forecasts are based on assumptions related to future economic conditions, which are fraught with uncertainty. Economic forecasts change frequently and demonstrate the difficulties of committing to a particular prediction of the future. For this reason, staff updates the forecast regularly. While economic conditions are the primary drivers for economically sensitive revenues such as sales tax and property tax,performance is primarily driven by other factors for non-economically sensitive categories such as the utility user tax and franchise fees. These revenue categories are more heavily impacted by utility rate changes, energy prices, and consumption levels. Collections from local, state, and federal agencies are primarily driven by grant and reimbursement funding available from these agencies. As a result, these revenues experience no significant net gain or loss during economic expansions or slowdowns. All revenue projections are based upon a careful examination of the collection history and patterns related to seasonality and the economic environment the City is most likely to encounter in the future. Staff also considered potential COVID-19 impacts in determining the most reasonable estimated figures. A discussion of both the national and local economic outlooks used to develop the revenue estimates for the FY 2020-21 forecast is included below. To create the revenue forecasts, the City reviewed national, state, and regional economic forecasts from multiple sources, including the Congressional Budget Office, California's Legislative Analyst's Office (LAO), and the Center for Continuing Study of the California Economy(CCSCE). To develop the sales tax, property tax, and transient occupancy tax (TOT) revenue projections, the City worked with HdL Companies, a tax consultant. In February 2019, the City began working with UFI (Urban Futures,Inc.), a financial advisory and consulting firm,to: . review,update,and enhance the City's baseline financial forecast; • evaluate fiscal strategies including potential local revenue measures; • develop capital financing options,structures,and estimates for identified projects;and • prepare an analysis of city charter costs/benefits related to fiscal activities. This forecast includes the updates and enhancements that UFI has made to the City's baseline financial forecast. National Economic Outlook Through the fourth quarter of 2020,the U.S. economy continued to show steady growth.U.S. Gross Domestic Product (GDP) increased by 4.0% in 2020 according to the Bureau of Economic Analysis, compared with an increase of 2.1%in 2019. The increase in fourth quarter GDP reflected both the continued economic recovery from the sharp declines earlier in the year and the ongoing impact of the COVID-19 pandemic,including new restrictions and closures that took effect in some areas of the United States. Economic growth is poised to accelerate meaningfully in the current quarter as vaccine distribution becomes more widespread in the U.S. amid an ongoing backdrop of robust fiscal support, low interest rates, and accommodative monetary policy. The vaccine rollout has been faster than expected, and roughly 20% of the FY 2021-22 Adopted Budget Financial Schedules 157 U.S. population is now fully vaccinated, and more than one-third has received at least one dose. Meanwhile, robust fiscal spending along the Federal Reserve's highly accommodative monetary policy continues to provide support for the economic and financial markets. As we move forward through the pandemic and more information becomes available,staff will bring forward updates and adjustments to City Council regularly as necessary. Cupertino Economic Outlook Despite strong economic performance continuing in Silicon Valley and Cupertino pre-COVID, data from the State of California Employment Development Department indicates significant impacts resulting from the virus. Due to the timing of property appraisals entering the assessor's role, the City does not anticipate significant impacts to property tax revenues in FY 2021-22. Property tax, while stable currently, could be affected as new telecommute policies impact property values in the Bay Area. Although strong in previous years, construction activity will continue to flatten out as recent large development projects,notably Apple Park,are now complete. Given the level of volatility surrounding COVID-19 and the uncertainty of recovery time, it is difficult to estimate the timing of significant projects that could positively impact the City's general revenue bases. FY 2021-22 Adopted Budget Financial Schedules 158 Revenues The City's top three revenue sources continue to be property tax, sales tax, and transient occupancy tax (TOT).While this will continue to be true,the City will not see the same level of revenue as in recent years. As shown in the chart below, General Fund revenues are expected to decrease from$96.3 million in FY 2020- 21 to$89.6 million in FY 2021-22 and increase each year in the forecast. Sales tax is projected to decrease from the highs of FY 2020-21.Transient occupancy tax is projected to recover to a new normal gradually. Property tax is anticipated to be stable in FY 2021-22. Other revenue sources consider assumptions ranging from no growth to conservative growth. 20-Year General Fund Revenue Forecast by Category si�aooaooa e 55 5115.9 M511 fi.8M5118.S4120.3 M$122.1 A.r 123.94126.7M S 120•000•�� a 113.2 MS S 103.3 M'1�96 `111.4MS SSOS.S � 143.3Ma1O3.3M $98.2MS190.7 — — � $100,860,000 596.6M$96.5M 589.6M S90.5M 1 � g eaaoaooa g za aoo OW $- tiry ti3 L1k by -P ;L, Y4 P 36 3~ Iry .p �b by 6 P bra b1 6p 6 b 69 b� bey 6f b�� 6� dp b* b 1 '4 '� 'ti ti ti ti ti ti ti ti ti ti ti ti 'L `Y 'L '4 `L 'Y ■SalesTax ■Property Tax ■Transient Occupancy Tax ■Utility Tax ■Franchise Fees ■Other Taxes ■Licenses and Permits ■Use of Money and Property ■Intergovernmental Chargesfor Services ■Fines an d F orfe it u res ■Miscellaneous ■Tra nsfers In Other Financing Sources FY 2021-22 Adopted Budget Financial Schedules 159 FORECASTFIVE-YEAR GENERAL FUND REVENUES i i i i i 042025-26 Estimate Adopted Forecast Forecast Forecast Forecast REVENUES Sales Tax 33,089,302 27,855,559 28,887,849 29,496,684 29,496,684 30,115,742 Property Tax 27,821,317 27,840,341 28,773,396 29,875,736 29,875,736 31,041,188 Transient Occupancy Tax 2,000,000 3,000,000 5,000,000 7,500,000 7,500,000 7,750,155 Utility Tax 3,223,712 3,245,448 3,267,283 3,289,218 3,289,218 3,311,208 Franchise Fees 3,280,447 3,380,985 3,481,524 3,582,062 3,582,062 3,679,856 Other Taxes 1,849,167 1,248,720 1,284,309 1,323,480 1,323,480 1,359,876 Licenses and Permits 3,139,473 3,140,195 3,155,896 3,171,675 3,171,675 3,187,534 Use of Money and Property 1,246,510 1,249,220 2,454,050 2,585,328 2,585,328 2,762,255 Intergovernmental 5,906,902 5,093,946 242,853 244,067 244,067 245,288 Charges for Services 13,392,301 12,047,922 12,704,896 13,065,634 13,065,634 13,401,909 Fines and Forfeitures 150,000 225,000 225,000 225,000 225,000 225,000 Miscellaneous 1,085,482 1,000,555 1,050,635 1,101,679 1,101,679 1,152,918 Transfers In 15,000 45,000 - - - - Other Financing Sources 100,000 275,000 - - - - TOTAL REVENUES 96.2.2&13 89,647,891 90,527,691 95,460,564 95,460,564 98,232,928 Sales Tax Currently, sales tax is the City's largest revenue source. Sales taxes are collected at the point of sale and remitted to the California Department of Tax and Fee Administration (formerly the Board of Equalization), which allocates tax revenue owed to the City in monthly payments. S-Year Sales Tax Forecast $33.1M $28,9M $29.5M $29.SM $30.1M $27.9M 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26 Sales tax revenues increased significantly in FY 2019-20 and FY 2020-21 due to increases in the City's business-to-business industry group and online sales. This is directly related to COVID-19 and State-wide efforts to convert to a remote work environment. Additionally, with Shelter-in-Place orders in effect, there was a reduction in brick and mortar retail sales, resulting in increased online sales that also increased the City's tax base. However, we believe this to be a one-time experience due to State-wide shelter-in-place mandates. FY 2021-22 Adopted Budget Financial Schedules 160 In FY 2021-22, sales tax is projected to be $28.9 million in FY 2021-22, a decrease from the highs achieved in FY 2019-20 and FY 2020-21. Sales tax is projected to grow by an average annual growth rate of 1.4% in the forecast. Staff used conservative estimates for business and industry, general consumer goods, restaurants and hotels,and state and county pools. Business-to-business (13213) revenue is the largest portion of the City's sales tax base, so the City's sales tax revenue is sensitive to economic forces. In particular, the City's two largest sales tax sources—both technology companies—account for a large portion of the City's total sales tax base. Sales tax revenue is reported two quarters in arrears, providing the City with about six months to react if this revenue source starts to decline. Given the volatility of B2B revenue, which accounts for the majority of the City's sales tax revenue, a key goal of the City's long-term fiscal strategic plan is to diversify its sales tax base. Recently completed development projects such as Nineteen800 and Main Street are expected to boost retail sales and reduce the City's reliance on B2B revenue. Property Tax Property taxes are anticipated to remain stable in the near term, but we have yet to identify how potential telework structures might impact these revenues in the long term. 5-Year Property Tax Forecast $31,OM $29.9M $29.9M $27.8M $27.8M $28.8M 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26 Property tax revenues are projected to increase by an average annual growth rate of 2% in our forecast. This moderate forecast is based on various factors, including historical trends for the City and projections for the region. Historically, property tax has increased at an average annual growth rate of 11%. However, this moderate forecast projects a much lower growth rate because no major development projects are expected in the City. The reduction in development activity will reduce the City's property tax growth in the future. Major development projects, such as Main Street and Apple Park, were a significant contributor to the historical growth in property tax revenues. Transient Occupancy Tax Transient occupancy tax (TOT) revenues experienced a significant decrease due to reduced travel and increased remote work during the pandemic. TOT revenues were$8.9 million in FY 2018-19 and $7.3 million in FY 2019-20. TOT revenues are projected to be $2.0 million in FY 2020-21 and $3.0 million in FY 2021-22. FY 2021-22 Adopted Budget Financial Schedules 161 Transient occupancy taxes rely heavily on local business' employees being at the workplace. As a result, potential telework structures will also have a significant impact on these revenues. The City anticipates a recovery of TOT revenues by FY 2023-24; however, the extent of the recovery is uncertain as decisions regarding long-term teleworking remain to be determined. This forecast assumes that TOT revenues will recover to 75% of pre-COVID levels, or$7.5 million, in FY 2023-24 and gradually increase from the new normal. Until COVID-19 impacts are reduced and employees begin returning to their workplaces, TOT revenues will suffer greatly. Staff is cautiously optimistic that the continued roll-out of COVID-19 vaccinations could accelerate the recovery. 5-Year Transient Occupancy Tax Forecast 57 $7.8M 5M 575M 85,OM $3.OM $2.OM 411111 2020-21 2021-22 2022-23 2023-24 2024-25 202526 In the forecast, TOT is projected to increase at an average annual growth rate of 4.4%. Beginning in FY 2023- 24, the City used a moderate forecast based on historical tax collections. This moderate forecast assumes slower growth than historical trends,given that no additional hotels are expected to open.De Anza Hotel and Cupertino Village Hotel are not included in the forecast as they have not been permitted yet. TOT revenues are impacted by the tax rate charged on hotels in the City,the occupancy rate of the hotels,and the average daily room rates (ADR) of the hotels. TOT revenues are highly correlated with B2B revenue, as TOT revenues in Cupertino are primarily driven by business travel. Occupancy rates are currently at record levels given our strong local economy.However,given a large amount of business travel in the City,a decline in the economy could significantly impact this revenue source. Licenses and Permits FY 2021-22 Adopted Budget Financial Schedules 162 5-Year Licenses&Permits Forecast $3.1M 53.1M 53,2M 53.2M $3.2M $3,2M 2020-21 2021-22 2022-23 2023-24 202425 2025-26 Licenses and permits are forecasted to decrease in FY 2020-21 due to reduced development activity but increase slightly in the out-years. Licenses and permits revenue is projected to grow at a rate of 0.5% each year in the out-years. The forecasts were based on forecasts of California residential building permits, non- residential building permits, and construction payrolls from the UCLA Anderson Forecasts for the Nation and California. Out of prudence, this forecast does not reflect any major development projects that are awaiting approval.If new development projects are approved,staff will update this forecast accordingly. Charges for Services Revenues from charges for services have decreased from their FY 2016-17 levels, primarily due to a decrease in development activity. 5-Year Charges for Services Forecast $13AM 513.1M 513.1M $13AM $1L7M $12.OM 2020-21 2021-22 2022-23 2023-24 2024-25 2025-26 In FY 2020-21, revenues from charges for services will decrease due to Parks & Recreation Department's programs being affected by the COVID-19 pandemic. During the COVID-19 pandemic, the City's recreation facilities have been shut down due to the Stay-at-Home order issued by the Santa Clara County Public Health FY 2021-22 Adopted Budget Financial Schedules 163 Department in mid-March 2020. As COVID-19 vaccinations become available to more groups, the City hopes to resume these programs and events safely. After FY 2020-21, revenue is projected to increase at an average annual growth rate of 1.98%. Other Service Fees, Cost Allocation Plan Charges for Services, General Service Fees, and Enterprise Service Fees are projected to increase by 2.5%based on full-time salary growth. Planning Fees and Engineering Fees are based on construction and development factors, including California residential building permits, non-residential building permits, and construction payrolls from the UCLA Anderson Forecasts for the Nation and California.This forecast does not assume any major development projects that are awaiting approval. Other Revenue Utility taxes are forecasted to increase by 0.8%each year based on historical trends. In recent years, increases in rates have been offset by decreases in consumption. Franchise fees are projected to increase by an average annual growth rate of 2.2% based on a trend of historical data. Other taxes are made up of construction, property transfer, and business license tax revenue. Revenue is projected to increase by an average of State and County CPI. Use of money and property is expected to grow at a rate of 0.5% each year based on the City's current conservative investment strategy and low-interest rates. Intergovernmental revenues are projected to grow at a rate of 0.5%each year. Fines and Forfeitures are forecasted to remain constant in the forecast. Miscellaneous revenues are forecasted to increase by CPI each year. Non-operational revenues(Transfers and Other Financing Sources)are not assumed in the forecast. FY 2021-22 Adopted Budget Financial Schedules 164 Expenditures For FY 2021-22, the City developed a zero-base budget for which departments were asked to justify all expenses. The process started from a "zero base," and staff analyzed every function of the City for its needs and costs. Staff then built the budget around what was needed for the upcoming period, regardless of the previous fiscal year's budget.This best practice resulted in base budget savings from the prior year. The forecast was developed based on actual expenditures in prior years and then adjusted for FY 2021-22 funding needs. The forecast also included the following factors: State and County CPI, construction and development activity,and Ca1PERS Normal Cost and Unfunded Liability projections.The forecast is adjusted to account for one-time changes and budget adjustments throughout the year. To mitigate the impacts of COVID-19, the City is taking steps to reduce expenditures by increasing vacancy levels through attrition, reducing materials and contract services spending, reducing contingency amounts, and reducing the number of special projects and capital outlay spending. 20-Year General Fund Expenditure Forecast by Category $194'ODO'400 5132.SM 134.9M 41 55 SS 55 129.4hf 55122.SM5126.2 ■ $12Q,OOO,000 5113.21of 116.6A�118.Oh1- GG $SO9.4h51�9.9M $1�3.SA�SO6.3M , $SS.iM M $98.1 M$190.7M $10U000000 592.1M$96.1 '$80,000,000 ' $6a 000,000 g aaaoaooa g zoaoo,+wa S- ;b' g(zaaoaoaa) ■Employee Compensation■Employee Benefits ■Materials ■Contract Services ■Cost Allocation ■Capital Outlays ■Special Projects ■Contingencies ■Transfers out Othe r Fin an c ing U ses 05alarVSavings FY 2021-22 Adopted Budget Financial Schedules 165 FORECASTFIVE-YEAR GENERAL FUND EXPENDITURES Estimate Adopted Forecast Forecast Forecast Forecast — EXPENDITURES Employee Compensation 20,430,826 21,806,721 23,082,726 23,714,075 24,362,669 25,029,026 Employee Benefits 8,903,632 10,154,044 9,488,134 10,254,606 10,775,034 11,187,462 Salary Savings - (800,000) (800,000) (800,000) (800,000) (800,000) Personnel Costs 29,334,458 31,160,765 31,770,861 3 1 34,337,703 35,416,488 Materials 6,058,121 6,639,523 6,828,749 7,037,026 7,237,582 7,436,615 Contract Services 24,638,571 23,708,121 24,763,197 25,852,752 26,958,019 28,086,251 Cost Allocation 10,473,540 11,948,062 12,652,998 13,000,955 13,358,481 13,725,840 Capital Outlay 4,643,350 - - - - - Special Projects 3,000,000 3,286,800 2,117,682 2,182,271 2,244,466 2,306,188 Contingencies 721,559 426,779 451,891 465,674 478,945 492,116 Other Uses 611,656 545,000 - - - - Non-Personnel Costs 50,146,797 46,554,285 46,814,516 48,538,678 50,277,492 52,047,010 Transfers 10,148,689 11,251,984 10,099,747 10,343,509 10,519,676 10,680,976 TOTAL EXPENDITURES 89,629,944 88,967,034 88,685,124 92,050,867 95,134,872 98,144,475 Note: In FY 2021-22, forecasted expenditures are$800,000 lower than budgeted because the forecast includes $800,000 in vacancy savings.The City expects to realize the vacancy savings due to attrition. As displayed in the chart above, General Fund expenditures are projected to decrease slightly from $89.6 million in FY 2020-21 to$89.0 million in FY 2021-22 and increase throughout the forecast.The main drivers of expenditure growth are employee benefits and contract services due to rising retirement rates and Law Enforcement costs. The following discussion focuses on the assumptions used for estimating each of the expenditure categories in the General Fund Forecast. Personnel Expenditures Salaries The forecast includes equity adjustments, cost of living increases, step increases, and known benefit increases in retirement and health insurance. During FY 2018-19, the City negotiated new labor agreements with its bargaining groups, CEA and OE3, as the previous labor agreements were scheduled to expire on June 30, 2019. On July 16, 2019, City Council approved new contracts for CEA, OE3, and Unrepresented employees. The contracts, which are effective from July 1, 2019 to June 30, 2022, include equity adjustments for positions below the median of the market and cost of living adjustments(COLAs)for all positions. Koff and Associates conducted a salary study to determine if equity adjustments were necessary. If the base salary of a position were below the market's median, the position would receive an adjustment, from 1% to 15%, until the base salary is aligned with the market's median. The adjustments will be phased in over the three-year agreement at a maximum of 5%per year. The contracts also include cost-of-living adjustments of 3.0%effective the first full pay period in July 2021. Step increases are due to employees below Step 5 progressing to higher salary steps. Full-time salaries are projected to grow at a rate of 2.5% per year, based on historical trends in step increases. It is slightly lower than the presumed rate of growth by Ca1PERS. Part-time salaries are forecasted to grow at a rate of 1.5% as FY 2021-22 Adopted Budget Financial Schedules 166 they generally grow slower than full-time salaries. Health Benefits In FY 2021-22,health benefits account for about 8% of all personnel costs in the General Fund, primarily due to health insurance costs. The City pays employees a fixed amount for health and dental insurance costs instead of covering a percentage of premiums. In October 2016, City Council approved labor contracts that significantly increased the City's health insurance contributions to align the City with the median offerings of our comparator cities. For the duration of the contract, cost increases in health and dental premiums above the negotiated amounts are fully absorbed by employees. The City is expected to be in negotiations with its bargaining groups,CEA and OE3,in the Fall and Winter of FY 2021-22. Retirement Benefits Rising retirement costs are driving the increase in employee benefits. Cupertino provides retirement benefits for its employees through the California Public Employee's Retirement System(CalPERS). In December 2016, the CalPERS Board of Administration lowered the discount rate from 7.5% to 7.0%with a three-year phase-in beginning in FY 2018-19. This change will result in significant increases in retirement costs but was implemented to improve the financial stability of the pension system. As a result of the discount rate reduction, the City's CalPERS costs are projected to increase to $7.5 million in FY 2024-25, as shown in the table below. Projected CalPERS Contributions Projected Payroll $ 19,703,312 $ 20,245,154 $ 20,801,895 $ 21,373,947 $ 21,961,731 $ 22,565,678 Normal Cost M) 10.4% 10.1% 9.8% 9.4% 9.1% 8.8% Normal Cost $ 2,057,026 $ 2,044,761 $ 2,038,586 $ 2,009,151 $ 1,998,518 $ 1,985,780 UAL Payment $ 4,107,747 $ 4,513,000 $ 4,803,000 $ 5,093,000 $ 4,881,000 $ 5,039,000 Total Contribution $ 6,164,773 $ 6,557,761 $ 6,841,586 $ 7,102,151 $ 6,879,518 $ 7,024,780 Total Contribution M) 31.3% 32.4% 32.9% 33.2% 31.3% 31.1% The City's retirement rates are based on a blend of all three tiers(2.7%@ 55,2%@ 60,and 2%@ 62).Although employees pay a different rate depending on their tier, the City's costs are the same for all three tiers. The table below shows the current breakdown of City employees amongst the three retirement tiers.The majority of employees in the City are currently covered under Tier 3. Savings from the lower-cost Tier 2 and Tier 3 plans are not expected to be substantial for several years. BreakdownCalPERS Plan Tier #Employees Benefit Formula Compensation Basis Employer Share Employee Share Total Rate 1 88 2.7%@ 55 Highest Year 31.29% 8.00% 39.29% I1 14 2%@ 60 Highest 3 Year Average 31.29% 7.00% 38.29% ill 95 2%@ 62 Highest 3 Year Average 31.29% 7.00% 38.29% Other Benefits FY 2021-22 Adopted Budget Financial Schedules 167 The forecast assumes health insurance, dental insurance, and vision insurance increase at CPI. No increases were forecasted for the following benefits: internet allowance, standby pay, Employee Assistance Program, and Deferred Compensation.Rec Bucks are assumed to increase at a 0.5%growth rate. Non-Personnel Expenditures Non-Personnel budgets were developed based on actual expenditures in prior years and then adjusted for FY 2020-21 funding needs. In addition, one-time projects have been excluded to ensure that expenditure trends reflect ongoing expenditure needs. The City is continuing to maintain reduced contingency amounts, which the City reduced by 50%in FY 2020-21 as a cost-saving measure. For the out-years of the forecast,a growth rate based on an average of State and County CPI is assumed from the baseline. The average growth rate for State and County CPI is 3.00%. The CPI estimates are based on the following forecasts: . UCLA Anderson Forecast for the Nation and California and • California Department of Transportation's California County-Level Economic Forecast. Materials costs are forecasted to increase by CPI in the out-years of the forecast. Contract Services costs are projected to grow by CPI in the out-years of the forecast except for the Law Enforcement contract with the Santa Clara County Sheriff's Office. Increases to the City's Law Enforcement costs are a primary driver in the City's expenditure growth. Law Enforcement costs are projected to grow by CPI plus 2%. Increases in CalPERS costs drive increases to contracts with the Santa Clara County Sheriff's Office that they then pass on to the City per the contract's terms. Cost Allocation is projected to grow by 2.5% in the out-years. This estimate is conservative as savings may materialize in department budgets that may drive these costs down. Capital Outlays and Special Projects are projected to increase by CPI in the forecast.In the last five years,the City has spent about $2 million per year in capital outlay and special project costs, excluding development projects that include pass-through revenue. Contingencies are projected to increase by CPI in the forecast. Contingencies for each program have been cut in half to 2.5%, whereas, in prior years, contingency totals were 5% of the total General Fund and 5% of Material and Contract budgets. The City has historically underspent in this category, and use of these funds would require pre-approval by the City Manager or his/her designee. Transfers represent the General Fund's contributions to other City funds to support debt payments, pay retiree health costs, finance capital projects, replenish capital project reserves, acquire new equipment, and subsidize enterprises and operations. With the implementation of the full cost allocation plan in FY 2015-16, General Fund expenses have been shifted to other City funds, causing some of those funds'revenues to fall short of expenses and necessitating the use of fund balances to cover expenses. The General Fund benefits in the near term with the cost shift; however, after fund balances in those other funds are drawn down to minimum levels and absent aggressive revenue or cost actions in those other funds, General Fund subsidies are necessary to maintain those fund balance minimums. Projected General Fund subsidies to each fund are based on the following assumptions: • Special Revenue Funds:increases at a rate of 2.12%per year; • Debt Service Funds:2012 COPS debt service schedule; . Retiree Medical Fund:projected OPEB contribution schedule; • Compensated Absences Fund:increases at a rate of 2.5%per year; FY 2021-22 Adopted Budget Financial Schedules 168 • Innovation and Technology Fund:increases at CPI per year; • Vehicle and Equipment Replacement Fund:increases at CPI per year;and • Enterprise Funds:increases at CPI per year. In FY 2029-30, the City will finish paying off its debt for city facilities. Until FY 2029-30, the City is scheduled to pay approximately $2.6 million per year in principal and interest on the City Hall/Library, Wilson/Memorial Open Space, and Library Certificates of Participation. These funds are transferred from the City's General Fund to the City's Debt Service Funds. FY 2021-22 Adopted Budget Financial Schedules 169 Pension CAPERS The City provides a defined benefit pension to its employees through the California Public Employees' Retirement System (CalPERS). Retirement benefits are calculated using a formula based on an employee's age, earnings, and years of service. These are funded by a combination of investment earnings (58%), employer contributions(29%),and employee contributions(13%). Each year,CalPERS determines an employer's contributions based on actual investment returns and actuarial assumptions,including expected investment returns(discount rates),inflation rates, salaries,retirement ages, and life expectancies. CAPERS Discount Rate The City's pension plan is sensitive to the discount rate assumption set by CalPERS. The discount rate is the expected rate of return of the plan's assets over the long term. It depends on the plan's size, asset allocation, time horizon, and other considerations. From the City's perspective, the discount rate is important. It is used to determine the City's annual contributions to the plan,its unfunded liability,and its funded status. The discount rate is important in assessing whether a plan has enough assets to meet its future obligations. The discount rate must be realistic to allow the City to foresee funding issues that may impact future operating budgets and future generations of retirees and plan members. If the discount rate assumption is too high and investments earn less than expected, the City or CalPERS members may need to make greater contributions than expected to account for the shortfall. CaIPERS Investment Earnings Since investment earnings fund nearly 60% of retirement benefits, the City's pension plan is sensitive to the investment returns of the CalPERS fund. Investment returns affect how much of the retirement benefits can be funded by investment earnings rather than contributions.If investment returns are lower than the discount rate, contributions must increase to make up the difference. As a result, pension plans need accurate return assumptions to ensure fiscal sustainability. Currently, CalPERS assumes it will earn investment returns of 7% each year. As illustrated in the following chart,over the last 20 years,CalPERS has earned investment returns below the 7%assumption approximately half of the time. Individual fiscal year investment returns have ranged between -24.0% and +21.7%. In particular, CalPERS earned negative investment returns in 2001 and 2002 due to the dot-corn crash and 2008 and 2009 due to the Great Recession. FY 2021-22 Adopted Budget Financial Schedules 170 CalPERS Historical Annual Investment Returns 30.00% 2'70s 16.60% 12.30% 11.80% 10.00% ' ' ' 11.20% abo% 6.70% 3.70% O.00% J , :oY. 6.10% 20% 50.00% -20.00% 24.OD% -30.00% IIIIIIIIIIIIIIII ti ti ti ti ti ti 1- ti ti ti ti ti 1, ti ti ti ti ti ti ti Annual Investment Return -Current Discount Rate Note:Beginning in 2002,investment returns are reported as gross of fees. For FY 2019-20, Ca1PERS reported an investment return of 4.7%, bringing the average investment return to 6.3% for five years, 8.5%for ten years, 5.5% for 20 years, and 8.0% for 30 years. Given that returns in a given year are volatile,it can be more instructive to look at returns over longer time horizons. PeriodTime Total Investment Return 1 Year 4.7% 5 Year 6.3% 10 Year 8.5% 20 Year 5.5% 30 Year 8.0% For FY 2020-21, Ca1PERS reported a preliminary investment return of 21.3%. Under the Funding Risk Mitigation Policy, approved by the Ca1PERS Board of Administration in 2015, the double-digit return will trigger a reduction in the discount rate used to calculate employer and Public Employees' Pension Reform Act (PEPRA) member contributions. The discount rate, or assumed rate of return, will drop to 6.8%, from its current level of 7%. Ca1PERS Plan Status As of the most recent actuarial valuation on June 30, 2019, the City's pension plan had assets of$99.4 million and liabilities of $148.5 million, resulting in an unfunded liability of $49.2 million and a funded ratio of 66.9%. The unfunded liability is the difference between assets and liabilities, while the funded ratio is the ratio of assets to liabilities. FY 2021-22 Adopted Budget Financial Schedules 171 The City also funds a Section 115 Trust, or pension rate stabilization program, which has a balance of$17.2 million.When we factor in the City's balance in the Section 115 Trust,the funded status of the City's pension fund is closer to 78.5%. CalPERS Plan Status June 1 2018 June 30,2019 Present Value of Projected Benefits $ 167,128,950 $ 174,248,022 Entry Age Normal Accrued Liability $ 141,033,621 $ 148,525,073 Market Value of Assets $ 93,550,299 $ 99,363,109 Unfunded Accrued Liability $ 47,483,322 $ 49,161,964 Funded Ratio 66.3% 66.9% A defined-benefit plan is considered adequately funded if its assets equal or exceed the value of its future liabilities. When the funded ratio is lower than 100%, the plan has insufficient assets to pay all future liabilities. Poor investment returns during the Great Recession significantly decreased the plan's assets. In addition, enhanced benefits and actuarial assumption changes due to increased life expectancies increased the plan's liabilities. These two factors increased the gap between the plan's assets and liabilities,resulting in the overall funded status of the system falling significantly. After a thorough analysis, Ca1PERS actuaries determined that the retirement system was at significant risk of falling to dangerously low funded status levels under existing actuarial policies. Over the past few years, Ca1PERS has taken steps to improve the long-term financial sustainability of the system. In December 2016, the Ca1PERS board voted to reduce the discount rate, also known as the assumed rate of return for investments,from 7.5%to 7.0%over three years from FY 2018-19 to FY 2020-21.In February 2018, the Ca1PERS board also voted to decrease the amortization period for new pension liabilities from 30 years to 20 years, effective July 1, 2019. While these changes will provide long-term benefits to the pension plan,they will also increase the City's pension contributions. Impacts of Ca1PERS Investment Returns The financial market volatility in FY 2019-20 is projected to impact the City's pension costs significantly. Since FY 2019-20 investment returns are reported as of June 30, 2020, they reflect both the bull market in the first half of FY 2019-20 and the COVID-19-related volatility in the second half. Ca1PERS assumes it will earn investment returns of 7%each year. Because the investment return for FY 2019- 20 was below the 7%discount rate,the City's required pension contributions will increase to make up for the difference. Due to the timing of actuarial valuations, the annual investment return for FY 2019-20 will affect the City's pension contributions starting in FY 2022-23. The contribution increase will be amortized over 20 years and phased in over five years. In FY 2019-20, the investment return was 4.7%, 2.3 percentage points lower than the 7% discount rate. As a result,the City's pension contributions are projected to increase according to the following schedule: FY 2021-22 Adopted Budget Financial Schedules 172 ImpactFiscal Year Estimated Contribution FY 2022-23 $0.06 million FY 2023-24 $0.12 million FY 2024-25 $0.18 million FY 2025-26 $0.24 million FY 2026-27 to FY 2041-42 $0.30 million The impact is estimated to be $0.06 million in FY 2022-23 and increase to $0.30 million in FY 2026-27, continuing until FY 2041-42. For FY 2020-21, CalPERS reported a preliminary investment return of 21.3%, 14.3 percentage points higher than the 7% discount rate. The strong investment performance is expected to decrease the City's pension contributions starting in FY 2023-24. Because the investment return outperformed the discount rate by more than two percentage points,the 21.3%investment return also triggers a reduction in the discount rate to 6.8%. The discount rate reduction will partially offset the decrease in pension contributions resulting from the 21.3%investment return. Impacts of CAPERS Discount Rate Changes While CalPERS currently uses a discount rate of 7%,market experts project lower returns for the next several decades due to lower-than-historical interest rates and economic growth. The Pew Research Center forecasts a long-term investment return of 6.4%, while J.P. Morgan and Wilshire Associates forecast a long-term investment return of 6.5%for typical pension fund portfolios. If the discount rate is less than 7%, the City's CalPERS contributions will increase. If CalPERS lowers the discount rate by 0.5 percentage points, the City's contributions will increase by up to$1.2 million per year in the City's forecast. This analysis would show the potential contribution impacts if CAPERS lowered the discount rate based on lower expected investment returns. Section 115 Trust A Section 115 Trust is a tax-exempt investment tool that allows local governments to pre-fund pension and retiree health costs.Once contributions are placed into the trust,the City can only use assets from the trust for retirement plan purposes.The City may make withdrawals to either reimburse the City for retirement system contributions or to pay CalPERS directly.The benefits of a Section 115 Trust include the following: • Local control over assets: The City controls the contributions, withdrawals, investment strategy, and risk level of assets in the Trust. . Pension rate stabilization: Assets can be transferred to CalPERS at the City's discretion to pay for Normal Cost or UAL contributions and can be used to reduce or eliminate large fluctuations in the City's pension costs. • Potential for higher investment returns than General Fund: Investment requirements applicable to the City's General Fund assets under Government Code 53601 do not apply to Trust assets. . Diversification:Trust assets will be diversified from CalPERS investments. City Strategies Given that pension obligations are one of the City's largest financial obligations, the City has taken proactive steps to reduce the impacts of pension cost volatility. In March 2018, the City provided options to Council to FY 2021-22 Adopted Budget Financial Schedules 173 address rising pension costs. In April 2018, the City presented a long-term pension funding strategy to the Fiscal Strategic Plan Committee. In May 2018, the City implemented a Pension Rate Stabilization Program (PRSP), also known as a Section 115 Trust, to reduce pension rate volatility on the City's budget. The City contributed $8 million in FY 2018-19, $4 million in FY 2019-20, and $2 million in FY 2020-21, bringing total contributions to$14.0 million.The Section 115 Trust has a balance of$17.2 million. As a fiscal sustainability measure, the City funds the Section 115 Trust using a more conservative discount rate of 6.25%. The City plans to accumulate sufficient funds in the Section 115 Trust to fund the difference between a 6.25% and a 7% discount rate. The funding strategy proposed $8 million in initial funding to achieve this goal, along with additional funding of $10 million over the first five years. Using a more conservative discount rate than Ca1PERS,the City can allocate more towards pension funding each year than required by Ca1PERS. Given this strategy and the $17.2 million currently set aside for pension funding, the City is in a solid position to withstand the effects of pension cost increases. If CalPERS investment returns fall short of assumptions,the City will be better prepared for future pension cost increases.If the discount rate is lowered in the future,which is a distinct possibility,the City will be better prepared to absorb these costs. FY 2021-22 Adopted Budget Financial Schedules 174 Fund Balance The foresight of the City Council and staff in previous years to focus on ensuring healthy reserves is paying off in full. Increases in sales tax revenues and budget reductions in FY 2020-21 have contributed to this planning strategy and will provide additional resources for the City into the future. The City's Economic Uncertainty Reserve remains intact, with $19.0 million, and may be used to mitigate potential shortfalls in future fiscal years. The City's Section 115 Pension Trust ($17.2 million) could also be used to mitigate potential increases to Ca1PERS's annual required contribution rate or further reductions in the discount rate set by Ca1PERS. The City's unassigned fund balance remains healthy and will be able to assist in addressing funding gaps. The General Fund's fund balance is projected to be $83.1 million in FY 2021-22. It is projected to increase to $88.2 million in FY 2023-24 and then decrease due to increasing operating deficits. 20-Year General Fund Fund Balance Forecast $100,OOO,0OO $90 000 000 $Z3.2 M$Z5.7 M$33.9M$89.OM$Z9.6M $84.7M $86.7M 83.3 M$83.1 M $82.2 M $84.SM $90 000,000 $77.2 M 72.9M $70,000,000 68.1 M 62.6M $60 000.00Q 56.5M 49.SM $50,000,000 2.4M $40,000,000 4.5M $30,060,000 5.9M $20,060,000 6.7 M $IQOOO,0OO FY 2021-22 Adopted Budget Financial Schedules 175 FORECASTFIVE-YEAR GENERAL FUND FUND BALANCE AdoptedEstimate Beginning Fund Balance 74,505,813 82,012,946 82,693,803 84,660,181 88,197,465 88,650,744 Operating Revenue 96,299,613 89,647,891 90,527,691 95,460,564 95,460,564 98,232,928 Operating Expenditures 89,629,944 88,967,034 88,685,124 92,050,867 95,134,872 98,144,475 Net Revenues-Expenditures 6,669,669 680,857 1,842,511�3,409,697 325,692 88,453 Unassigned 37,811,790 35,697,647 39,542,172 41,761,872 40,814,843 39,546,189 All Other Classifications 45,447,666 47,442,666 45,118,009 46,435,593 47,835,901 49,324,104 TOTAL FUND BALANCE 83,259,456 83,140,313 84,660,181 88,197,465 88,650,744 88,870,293 FORECASTFIVE-YEAR GENERAL FUND FUND BALANCE i i i AdoptedEstimate Non-Spendable Loans Receivable 446,000 441,000 430,000 424,000 418,000 412,000 Prepaid Items 3,000,000 3,000,000 - - - - Total Non-Spendable 3,446,000 3,441,000 430,000 424,000 418,000 412,000 Restricted Debt Service 13,982 13,982 13,982 13,982 13,982 13,982 Section 115 Trust 18,491,004 20,491,004 21,177,347 22,500,931 23,907,239 25,401,442 Public Access Television 1,368,789 1,368,789 1,368,789 1,368,789 1,368,789 1,368,789 Total Restricted 19,873,775 21,873,775 22,560,118 23,883,702 25,290,0101F 26,784,213 Committed Economic Uncertainty 19,000,000 19,000,000 19,000,000 19,000,000 19,000,000 19,000,000 Sustainabilit Reserve 127,891 127,891 127,891 127,891 127,891 127,891 Total Committed 19,127,891 19,127,891 19,127,891—W19,127,891, Assigned Reserve for Encumbrances 3,000,000 3,000,000 3,000,000 3,000,000 3,000,000 3,000,000 Total Assigned 3,000,000 3,000,000 3,000,000 3,000,000 3,000,000 3,000,000 Total Unassigned 37,811,790 35,697,647 39,542,172 41,761,872 40,814,843 39,546,189 TOTAL FUND BALANCE 83,259,456 83,140,313 84,660,181 88,197,465 88,650,744 88,870,293 Note: In FY 2021-22, forecasted fund balance is $800,000 higher than budgeted because the forecast includes $800,000 in vacancy savings.The City expects to realize the vacancy savings due to attrition. It is anticipated that the City will transfer any unassigned fund balance over the $500,000 threshold to the Capital Reserve,the Ca1PERS Reserve, or the Section 115 Trust. In FY 2018-19, the City adopted a Section 115 as part of a long-term strategy to improve the financial sustainability of the City's pension system and reduce the effect of pension rate volatility on the City's operating budget. The City can use funds from the Section 115 Trust to offset unexpected increases in retirement contributions. Funds in the Section 115 Trust are restricted and can only be used to pay Ca1PERS or reimburse the City for pension contributions. FY 2021-22 Adopted Budget Financial Schedules 176 Budget-Balancing Strategies Historically, the City's budget has been structurally sound, with revenues exceeding expenditures in most years. When revenues have exceeded expenditures, the City has transferred the excess fund balance to the Capital Reserve per the City's One Time Use and Reserve Policy. The current 5-year and 20-year forecasts anticipate operating deficits beginning in FY 2026-27. The operating deficits are projected to increase as revenues grow at a slower pace than expenditures. As a result, the following strategies may be used to assist in balancing the budget over the next 20 years. Strategy Description Potential Impact Expenditures The City established a Section 115 Trust,or Pension Rate Stabilization Program,to reduce pension rate volatility when CalPERS investment returns are below The fund is Section 115 Trust the discount rate or when CalPERS changes currently at$17 assumptions. million. The City can also use it to offset pension costs in any given year. Economic Uncertainty The City has$19 million in its Economic Uncertainty The fund is Reserve Reserve(General Fund). currently at$19 million. Additional Potential Strategies Although not recommended at this time, the City may consider the following potential strategies in future years if sharp declines in revenues or increases in expenditures cause large structural deficits. Potential Strategy Description Potential Impact Revenues Transaction and Use Tax(1/4 Voter approval required,could bring sales tax from $4 million cent) 9%to 9.25%for the City. •$1.7M @$10M base Transient Occupancy Tax Voter approval required,could bring rate from 12%to 9$1.25M at$7.5M Measure 14% base •$833k at$5M base FY 2021-22 Adopted Budget Financial Schedules 177 •$3.5M flat rate per parcel Parcel Tax Voter approval required •$3.6M variable rate per SF Expenditures Salary and benefit savings Keep non-essential positions unfilled as they become Approximately through attrition vacant. $180,000 per position on average Employee cost-sharing of Negotiate to share costs of increases to Ca1PERS $250,000 increases to Ca1PERS employer rates with employees. approximate based on 5%rate increase No new positions Cost containment strategy $0 Employees would take up to 20 hours or the $300,000 Furloughs equivalent of a 1%decrease in pay in exchange for 2.5 approximate based unpaid furlough days on 1%decrease The City has negotiated a 3.5%increase effective the Deferring or eliminating first pay period in July 2020 and a 3%increase $300,000 negotiated increases effective the first pay period in July 2021.Deferring or approximate based eliminating negotiated increases would require on 1%decrease agreement from the bargaining units. The City would identify what positions could be Approximately Reduction in force reduced(laid off)based on provisions in the MOUs $180,000 per where appropriate and service level needs in the City. position on average Reduction in capital outlays Cost containment strategy Up to$1.5 million and special projects Reduction in contingencies Cost containment strategy Up to$850,000 FY 2021-22 Adopted Budget Financial Schedules 178 All Funds Forecast Schedules General Fund Revenues Classification 2019-20 0 , 0 , Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast Sales Tax 35,657,215 20,910,889 33,089,302 27,855,559 28,887,849 29,496,684 29,496,684 30,115,742 Property Tax 26,606,844 25,353,783 27,821,317 27,840,341 28,773,396 29,875,736 29,875,736 31,041,188 Transient Occupancy Tax 7,286,083 7,546,884 2,000,000 3,000,000 5,000,000 7,500,000 7,500,000 7,750,155 Utility Tax 3,182,087 3,223,712 3,223,712 3,245,448 3,267,293 3,289,218 3,289,218 3,311,208 Franchise Fees 3,418,909 3,280,447 3,280,447 3,380,985 3,481,524 3,582,062 3,582,062 3,679,856 Other Taxes 1,402,002 1,212,939 1,849,167 1,248,720 1,284,309 1,323,480 1,323,480 1,359,876 Licenses and Permits 4,692,845 3,139,473 3,139,473 3,140,195 3,155,896 3,171,675 3,171,675 3,187,534 Use of Money and Property 4,189,877 1,246,510 1,246,510 1,249,220 2,454,050 2,585,328 2,585,328 2,762,255 Intergovernmental 747,942 335,567 5,906,902 5,093,946 242,853 244,067 244,067 245,288 Charges for Services 11,986,328 11,091,064 13,392,301 12,047,922 12,704,896 13,065,634 13,065,634 13,401,909 Fines and Forfeitures 327,833 425,000 150,000 225,000 225,000 225,000 225,000 225,000 Miscellaneous 1,217,670 1,003,857 1,085,482 1,000,555 1,050,635 1,101,679 1,101,679 1,152,918 Transfers In 10,012,000 15,000 15,000 45,000 - - - - Other Financing Sources 451,439 275,000 100,000 275,000 - - - - TOTAL REVENUES 111,179,073 79,060,125 96,299,613 89,647,891 90,527,691 95,460,564 95,460,564 98,232,928 General Fund Expenditures Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast Employee Compensation 18,153,833 20,295,000 20,430,826 21,806,721 23,082,726 23,714,075 24,362,669 25,029,026 Employee Benefits 7,732,290 8,903,632 8,903,632 10,154,044 9,488,134 10,254,606 10,775,034 11,187,462 Salary Savings - - - (800,000) (800,000) (800,000) (800,000) (800,000) 29,334,458 31,770,86�33,168,681 34,337,JJMJJffW16,488 Materials 4,860,223 6,058,121 6,058,121 6,639,523 6,828,749 7,037,026 7,237,582 7,436,615 Contract Services 21,528,698 22,051,314 24,638,571 23,708,121 24,763,197 25,852,752 26,958,019 28,086,251 Cost Allocation 9,786,477 10,473,534 10,473,540 11,948,062 12,652,998 13,000,955 13,358,481 13,725,840 Capital Outlays - - 4,643,350 - - - - - Special Projects 2,245,576 1,448,852 3,000,000 3,286,800 2,117,682 2,182,271 2,244,466 2,306,188 Contingencies 40 824,350 721,559 426,779 451,891 465,674 478,945 492,116 Other Financing Uses 282,038 525,000 611,656 545,000 - - - - Non-Personnel Costs 38,703,053 41,381,171 50,146,797 46,554,285 46,814,516 48,538,678 50,277,492 7,010 Transfers 30,892,276 9,948,689 10,148,689 11,251,984 10,099,747 10,343,509 10,519,676 W,680,976 TOTAL EXPENDITURES 95,481,452 80,528,492 89,629,944 88,967,034 88,685,124 92,050,867 95,134,872 98,144,4 Note: In FY 2021-22, forecasted expenditures are$800,000 lower than budgeted because the forecast includes $800,000 in vacancy savings.The City expects to realize the vacancy savings due to attrition. General Fund Fund Balance Classification t t 00 00 t Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast Beginning Balance 58,922,585 74,505,813 74,505,813 82,012,946 82,693,803 84,660,181 88,197,465 88,650,744 Unassigned 34,426,942 16,040,633 37,811,790 35,697,647 39,542,172 41,761,872 40,814,843 39,546,189 All Other Classifications 40,078,871 35,929,546 45,447,666 47,442,666 45,118,009 46,435,593 47,835,901 49,324,104 Moor Ending Balance 74,505,813 51,970,179 83,259,456 83,140,313 84,660,181 88,197,465 88,650,744 88,870,293 Note: In FY 2021-22, forecasted fund balance is $800,000 higher than budgeted because the forecast includes $800,000 in vacancy savings.The City expects to realize the vacancy savings due to attrition. FY 2021-22 Adopted Budget Financial Schedules 179 Special Revenue Fund Revenues Classification 2019-20 0 , 0 , 2025-26 Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast STORM DRAI li it MPROVEMENT(FU,)SDS 210,215) _ 406-Taxes 87,233 76,984 76,984 79,237 79,237 79,237 79,237 79,237 420-Use of Money 152,482 - - - - - - - 421-Transfer In 437,000 - - - - - - - TOTAL 676,715 76,984 76,984 79,237 79,237 79,237 79,237 79,237 'ENVIRON.MGMT./CLEAN CREEKS/STORM DRAIN(FUND 230) 420-Use of Money 57,035 905 905 908 - - - - 421-Transfer In 660,000 - - - - - - - 430-Fines and Forfeitures 16,175 10,000 10,000 10,000 10,000 10,000 10,000 10,000 450-Charges for Services 1,403,738 1,522,493 1,522,493 1,543,100 1,543,100 1,543,100 1,543,100 1,543,100 TOTAL 2,136,948 1,533,398 1,533,398 1,554,008 1,553,100 1,553,100 1,553,100 1,553,100 HOUSING&COMMUNITY DEVELOPMENT(FUNDS 260,261,265 406-Taxes 39,000 3,025,898 3,025,898 3,611,855 3,611,855 3,611,855 3,611,855 3,611,855 420-Use of Money 311,905 3,300 3,300 3,300 3,300 3,300 3,300 3,300 421-Transfer In - - 200,000 - - - - - 440-Intergovernmental 357,527 397,270 951,209 463,996 463,996 463,996 463,996 463,996 450-Charges for Services 650 - - - - - - - 460-Refundable Deposit Revenue 792 - - - - - - - 480-Miscellaneous Revenue 1,515 - - - - - - - TOTAL 711,389 3,426,468 4,180,407 4,079,151 4,079,151 4,079,151 4,079,151 4,079,151 SPORTATI 420-Use of Money 243,244 - - - - - - - 421-Transfer In 221,000 4,000,000 4,000,000 6,672,824 4,500,000 4,651,304 4,740,293 4,813,689 440-Intergovernmental 2,938,672 2,898,325 3,880,625 3,004,034 3,165,000 3,165,000 3,165,000 3,165,000 450-Charges for Services 61,900 3,978 3,978 3,978 - - - - 480-Miscellaneous Revenue 703,218 87,057 1,443,723 87,057 - - - - TOTAL 4,168,034 6,989,360 9,328,326 9,767,893 7,665,000 7,816,304 7,905,293 7,978,689 PARK DEDICATION(FUND 280) 406-Taxes 246,000 - - - - - - - 420-Use of Money 467,000 - - - - - - - 421-Transfer In - 3,650,000 TOTAL 713,000 - - 3,650,000 - - - - TREE(FUND -90 420-Use of Money 6,384 - 450-Charges for Services 900 - - - - - - - TOTAL 7,284 - - - - - - - TOTAL SPECIAL REVENUE FUNDS 8,413,370 12,026,210 15,119,115 19,130,289 13,376,488 13,527,792 13,616,781 13,690,177 FY 2021-22 Adopted Budget Financial Schedules 180 Special Revenue Fund Expenditures Program 2019-20 0 , 2025-26 Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast M DRAIN IMPROVEMENT(FUND 210,215) 210-90-978 Minor Storm Drain Impv 4,000 - - - - - - - 210-90-980 SD Master Plan Update - 707 707 - 210-99-042 Strm Dm Improv-Fthill&Cup Rd - 248 248 - - - - - 210-99-071 Storm Drain MP Implementation - 45 45 - - - - - 210-99-256 Pumpkin/Fiesta Storm Drain Phl&2 - - - 2,000,000 - - - - TOTAL 4,000 1,000 1,000 2,000,000 - - - - IRON.MGMT. E.EC C STORM DRAIN(FUND 230 230-81-802 Non Point Source 773,967 1,041,170 1,073,920 1,185,579 1,185,579 1,185,579 1,185,579 1,185,579 230-81-853 Storm Drain Fee - - 25,000 196 - - - - 230-81-854 General Fund Subsidy 838 - 21,868 401 - - - - 230-81-855 Storm Drain Maintenance - 752,984 752,984 778,907 - - - - 230-90-001 No Department - - - 366,000 366,000 366,000 366,000 366,000 TOTAL 774,805 1,794,154 1,873,772 2,331,083 1,551,579 1,551,579 1,551,579 1,551,579 MUNITY DEVELOPMENT(FUND 260,261,265) 260-72-707 CDBG General Admin 84,686 97,195 651,134 124,376 124,376 124,376 124,376 124,376 260-72-709 CDBG Capital/Housing Projects 227,111 260,000 260,000 321,484 321,484 321,484 321,484 321,484 260-72-710 CDBG Public Service Grants 54,974 65,000 65,000 63,112 63,112 63,112 63,112 63,112 265-72-711 BMR Affordable Housing Fund 520,756 661,071 1,265,083 1,309,132 1,309,132 1,309,132 1,309,132 1,309,132 TOTAL 887,527 1,083,266 2,241,217 1,818,104 1,818,104 1,818,104 1,818,104 1,818,104 ENERSPORTATION(FUND 270) 270-85-820 Sidewalk Curb and Gutter 1,328,675 1,511,071 1,628,008 1,868,903 1,868,903 1,868,903 1,868,903 1,868,903 270-85-821 Street Pavement Maintenance 4,343,750 2,247,004 7,826,290 4,797,069 4,797,069 4,797,069 4,797,069 4,797,069 270-85-822 Street Sign Marking 687,366 854,135 854,135 901,865 901,865 901,865 901,865 901,865 270-90-954 Monument Gateway Sign - 90 25,949 - - - - - 270-90-958 Orange and Byrne Sidewalk Impv 2,165,426 12,725 2,540,282 - - - - - 270-90-960 Bridge Rehab Minor 43,794 10,068 527,927 - - - - - 270-90-961 St Median Irrg Plant Repl 316,037 20,501 20,501 - - - - - 270-90-962 Bicycle Ped Facility Impr - 135 135 - - - - - 270-90-976 Ph 2 Mcl Sidewalk Improv 122,398 19,871 2,652,348 - - - - - 270-99-087 Traffic Calming - 200,000 200,000 - - - - 270-99-856 Homestead/DeAnza Signal Upgrade - - 213,300 215,000 - - - - TOTAL 9,007,446 4,875,600 16,488,875 7,782,837 7,567,837 7,567,837 7,567,837 7,567,837 PARK DEDICATION(FUND 280-99-009 Lawrence-Mitty Park 48,720 90 8,178,469 - - - - - 280-99-066 MRP Community Grdn Improv-Const 2,314 8,158 41,058 - - - - - 280-99-067 MRP EEC Aquatic Habitat - 1,293 1,293 - - - - - 280-99-253 Memorial Park-Amphitheater Impry - - - 1,150,000 - - - - 280-99-254 Memorial Park-Pond Repurposing - - - 3,000,000 - - - - 280-99-255 Memorial Park-Specific Plan Des - - - 500,000 - - - - TOTAL 51,034 9,541 8,220,820 4,650,000 - - - - IDE FUND(FUND 281)'� 281-90-001 No Department 12,000 15,000 15,000 15,000 15,000 15,000 15,000 15,000 TOTAL 12,000 15,000 15,000 15,000 15,000 15,000 15,000 15,000 TOTAL SPECIAL REVENUE FUNDS 10,736,812 7,778,561 28,840,684 18,597,0241 10,952,520 10,952,520 10,952,520 10,952,520 FY 2021-22 Adopted Budget Financial Schedules 181 Debt Service Fund Revenues Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast PUBLIC FACILITIES CORPORATION(FUND 365) 420-Use of Money 26,611 - - - - - - - 421-Transfer In 3,172,838 3,169,138 3,169,138 2,621,000 2,675,800 2,677,600 2,676,200 2,676,600 490-Other Sources - - 25,918,704 - - - - - TOTAL 3,1",449 3,169,138 29,087,842 2,621,000 2,675,800 2,677,600 2,676,200 2,676,600 AL DEBT SERVICE FU ,449 3,169,138 29,087,842 2,621, Debt Service Fund Expenditures Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast PUBLIC FACILITIES CORPORATION(FUND 365) 365-90-001 No Department - - 27,279,118 - - - - - 365-90-500 Facility Lease 3,174,337 3,169,138 3,439,912 2,676,000 2,675,800 2,677,600 2,676,200 2,676,600 TOTAL 3,174,337 3,169,138 3,439,912 2,676,000 2,675,800 2,677,600 2,676,200 2,676,600 TOTAL DEBT SERVICE FUNDS 3,174,337 3,169,138 3 2,676,200 2,676,600 FY 2021-22 Adopted Budget Financial Schedules 182 Capital Project Fund Revenues Classification 2019-20 , 0 , 0 Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast CAPITAL IMPROVEMENT PROJECTS(FUND 420) 420-Use of Money 736,375 - - - 421-Transfer In 15,010,438 1,430,000 1,430,000 7,557,048 440-Intergovemmental 55,000 - 1,460,000 385,952 480-Miscellaneous Revenue 2,789,450 - 4,967,967 - TOTAL 18,591,263 1,430,000 7,857,967 7,943,000 420-Use of Money 167,380 - - - 421-Transfer In 20,352,719 51000,000 TOTAL 20,352,719 5,000,000 - TOTAL CAPITAL PROJECT FUNDS 38,943,9 1,430,000 12,857,967 7,943,000 FY 2021-22 Adopted Budget Financial Schedules 183 Capital Project Fund Expenditures I- Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast CAPITAL IMPROVEMENT PRqJWJ&fffiV 420) 420-90-880 Env Edu Facility - 185 185 420-90-898 SCCP Chain MP-MCLN TO SCB 405 204,132 420-90-904 Spt Ctr Resurf Tennis Cts 45 45 420-90-938 Pub Bldg Solar Service Center 180 25,535 420-90-969 DeAnza/McClellan Signal Maint 90 90 420-90-971 STLG/280 Ped Bridge Lighting (8,017) 252 46,701 420-90-999 Green Bike Lanes - 90 90 420-99-003 MR Construct Trash Enclosure 5,098 1,601 1,601 420-99-004 MR Community Garden Improvements 158,956 6,622 1,200,392 - 420-99-007 ADA Improvements 109,887 84,984 170,745 90,000 420-99-014 Stevens Crk Bank Repair Concept - 90 100,090 - 420-99-017 Sports Canter Exterior Upgrades 20,863 21,201 21,201 - 420-99-018 Sports Canter Interior Upgrades - 358 358 - 420-99-023 QCC Fire Alarm Control Panel Upg 4,697 5,626 5,626 - 420-99-030 McClellan West-Parking Lot Impro 376,164 17,406 124,442 - 420-99-031 Rec Facilities Monument Signs - 3,609 3,609 - 420-99-033 City Hall-Turf Reduction - 1,838 1,838 - 420-99-034 Svc Ctr-Shed No.3Improvement - 10,921 10,921 - 420-99-036 2016 Bike Plan Implementation 3,907,891 785,782 13,202,096 2,000,000 420-99-040 Retaining Wall Repair-Cordova Rd - 27,837 27,837 - 420-99-041 Retaining Wall Repl-Regnart Rd - 180 180 420-99-045 Citywide Park&Recreation MP 60,341 3,321 3,321 - 420-99-047 CIP Prelim Planning&Design 12,380 128,039 128,039 125,000 420-99-048 Capital Project Support 25,855 50,145 4,309 50,000 420-99-051 Inclusive Play Area-Planning 32,237 652 5,474,914 - 420-99-054 Senior Ctr Walkway Replacement - 270 16,303 - 420-99-056 St Light Install-Annual Infill 81,584 75,536 128,952 75,000 420-99-057 McClellan Sdwlk-RB to Hwy85 Over - 45 45 - 420-99-058 St Light Install-Randy&Larry 11,328 3,896 3,896 420-99-059 Senior Center Repairs - 10,297 10,297 420-99-063 CW Bldg Condition Assess Impl 169,282 6,470 829,057 420-99-064 Creek Infall/Outfall Restoration - 1,605 1,605 420-99-065 DeAnza Med Islnd Landscaping Ph2 23,719 14,867 14,867 420-99-068 Regnart Road Improvements 32,846 3,646 1,173,125 420-99-069 School Walk Audit Implementation 5,691 654 1,216,825 420-99-070 SCB/Bandley Signal&Median Imps 7,053 90 143,036 420-99-072 St Light Replacement CW(labor) - 90 200,090 - 420-99-073 BBF Park Pool Improvements 446 446 750,000 420-99-074Interim City Hall - 1,162 466,174 - 420-99-075 New City Hall 1,349 90 3,498,740 420-99-077 Library Expansion 463,231 - 8,242,208 420-99-078 Civic Center Parking Analysis 71,517 928,483 420-99-079 Mary Ave Protected Bikeway 5,800 159,200 420-99-080 Bubb Rd Separated Bikeway Improv 71,114 1,909,441 420-99-083 Citywide Community Garden 17,493 282,507 420-99-084 Linda Vista Trail 40,954 574,546 - 420-99-085 Playground EQ(Creekside&Varian) - 300,000 300,000 300,000 420-99-086 Various Park Amenities 200,000 200,000 200,000 420-99-24810445 Torre Ave Improvements - - 3,000,000 420-99-249 Carmen Road Bridge Right-of-Way 75,000 420-99-250 City Hall&Community Hall Impry 500,000 420-99-251 EV Parking Expansion 408,000 420-99-252 Full-Sized Outdoor Basketball Ct 350,000 420-99-257 Stelling/Alves Crosswalk Install 80,000 420-99-258 City Lighting LED Transition Ass - - - 50,000 420-99-259 Tree Inventory-Stevens Creek Cor - - - 65,000 TOTAL 5,709,313 1,770,623 41,058,140 8,118,000 - - - - WVENS CRPBFCORRIDOR PARK(FUND 427) 427-90-870 SC Corridor Park Ph 1 - 626 38,741 - - - - - 427-90-881 Phs II SC Corridor Park 9,240 2,025 36,656 - - - - - TOTAL 9,240 2,651 75,397 - - - - - CAPITAL RESERVE 429-90-001 No Department 26,057,719 1,989,449 1,989,449 11,422,048 - - - - TOTAL 26,057,719 1,989,449 1,989,449 11,422,048 - - - - TOTAL CAPITAL PROJECT FUNDS 31,776,272 3,762,723 43,122,986 19,540,048 - - - - FY 2021-22 Adopted Budget Financial Schedules 184 Enterprise Fund Revenues Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast RESOURCE RECOVERY(FUND 520) 420-Use of Money 239,701 - - - - - - - 440-Intergovernmental 14,950 15,000 15,000 14,000 - - - - 450-Charges for Services 1,796,907 1,420,188 1,420,188 1,470,578 1,470,578 1,470,578 1,470,578 1,470,578 480-Miscellaneous Revenue 9,819 - - 10,000 - - - - TOTAL 2,061,377 1,435,188 1,435,188 1,494,578 1,470,578 1,470,578 1,470,578 1,470,578 OURSE(FUND 560) 420-Use of Money 55,527 30,000 30,000 30,000 30,000 30,000 30,000 30,000 421-Transfer In 610,000 500,000 500,000 79,992 79,992 79,992 79,992 79,992 450-Charges for Services 305,524 180,000 180,000 310,000 310,000 310,000 310,000 310,000 TOTAL 971,051 710,000 710,000 419,992 419,992 419,992 419,992 419,992 SPORTS CENTER(FUND 570) 420-Use of Money 386,592 120,000 120,000 351,000 351,000 351,000 351,000 351,000 421-Transfer In 2,223,000 685,000 685,000 - - - - - 450-Charges for Services 2,099,161 761,112 761,112 2,350,000 2,350,000 2,350,000 2,350,000 2,350,000 TOTAL 4,708,753 1,566,112 1,566,112 2,701,000 2,701,000 2,701,000 2,701,000 2,701,000 RECREATION PROGRAMS f=D 580) 420-Use of Money 142,485 140,000 140,000 312,000 312,000 312,000 312,000 312,000 421-Transfer In 690,000 1,664,000 1,664,000 806,809 806,809 806,809 806,809 806,809 450-Charges for Services 1,525,850 1,451,742 1,451,742 1,087,000 1,087,000 1,087,000 1,087,000 1,087,000 TOTAL 2,358,335 3,255,742 3,255,742 2,205,809 2,205,809 2,205,809 2,205,809 2,205,809 OTAL ENTERPRISE FUNDS 10,099,516 6,967,042 6,967,042 6,821,37 6,797,379 6,797,379 6,797,379 Enterprise Fund Expenditures Program 2019-20 0 , 0 , Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast RESOURCE RECOVERY(FUND 520) 520-81-801 Resources Recovery 2,213,403 1,700,225 2,379,084 2,222,096 2,222,096 2,222,096 2,222,096 2,222,096 TOTAL 2,213,403 1,700,225 2,379,084 2,222,096 2,222,096 2,222,096 2,222,096 2,222,096 BLACKBERRY FARM GOLF COURSE(FUND 560) 560-63-616 BBF Golf Course 585,904 684,232 688,030 679,646 679,646 679,646 679,646 679,646 560-90-001 No Department - - - 404 - - - - 560-99-061 BBF Entmc Rd Improv-Feasibility 77,761 2,002 3,263 - - - - - 560-99-088 BBF Golf Renovation/Alt use - 50,000 50,000 - - - - - TOTAL 663,665 736,234 741,293 680,050 679,646 679,646 679,646 679,646 SPORTS CENTER(FUND 570� 570-63-621 Sports Center Operation 2,421,886 1,356,862 1,392,755 2,902,360 2,902,360 2,902,360 2,902,360 2,902,360 570-87-836 Bldg Maint Sports Center 444,572 487,440 585,497 623,052 623,052 623,052 623,052 623,052 570-90-001 No Department - - - 1,621 - - - - 570-99-081 Sports Center Seismic Retrofit 17,447 - 1,259,592 - 570-99-089 Spt Ctr Community Needs Analysis - 25,000 25,000 - - - - - TOTAL 2,883,905 1,869,302 3,262,844 3,527,033 3,525,412 3,525,412 3,525,412 3,525,412 RECREATION-PROGRAMS-(FUND 580 580-62-613 Youth Teen Recreation 2,209,085 1,963,790 1,963,790 1,828,845 1,828,845 1,828,845 1,828,845 1,828,845 580-63-620 Outdoor Recreation 932,140 907,695 938,195 1,158,012 1,158,012 1,158,012 1,158,012 1,158,012 580-90-001 No Department - - - 1,081 - - - - 580-99-082 Quinlan Preschool Shade Structur - 125,000 - 580-99-090 QCC Sustainable Infrastructure - 502,000 502,000 - - - - - TOTAL 3,141,225 3,373,485 3,528,985 2,987,938 2,986,857 2,986,857 2,986,837 2,986,857 TOTAL ENTERPRISE FUNDS 8,902,198 7,679,246 9,912,206 9,417,117 9,414,011 9,414,011 9,414,011 9,4 FY 2021-22 Adopted Budget Financial Schedules 185 Internal Service Fund Revenues Classification 2019-20 0 , , 0 Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast INFORMATIOIUECHNOLOGY(FUND 610) 420-Use of Money 109,150 - - - - - - - 421-Transfer In 72,000 245,000 245,000 192,078 415,801 422,142 428,157 434,045 450-Charges for Services 2,731,701 2,681,431 2,681,431 2,959,603 2,959,603 2,959,603 2,959,603 2,959,603 TOTAL 2,912,851 2,926,431 2,926,431 3,151,681 3,375,404 3,381,745 3,387,760 3,393,648 WORKERS'COMPENSATION(FUND 620) 420-Use of Money 150,548 - - - - - - - 450-Charges for Services 7,000 - - - - - - - 490-Other Sources 230,706 246,385 246,385 356,839 356,839 356,839 356,839 356,839 TOTAL 388,254 246,385 246,385 356,839 356,839 356,839 356,839 356,839 VEHICLE/EQUIPMENT REPLACEMENT(FUND 421-Transfer In - 6,000 6,000 366,000 24,241 24,362 24,484 24,606 450-Charges for Services 1,352,200 1,633,518 1,633,518 1,718,598 1,718,598 1,718,598 1,718,598 1,718,598 490-Other Sources 76,863 - - - - - - - TOTAL 1,429,063 1,639,518 1,639,518 2,084,598 1,742,839 1,742,960 1,743,082 1,743,204 COMPENSATED ABSENCE&LONG-TERM DISABILITY(FUND 420-Use of Money 48,647 - - - - - - - 421-Transfer In 1,109,000 193,000 193,000 21,570 22,843 23,471 24,116 24,779 450-Charges for Services 173,931 - - - - - - - TOTAL 1,331,578 193,000 193,000 21,570 22,843 23,471 24,116 24,779 RETIREE MEDICAL(FUND 642 420-Use of Money 59,177 - - - - - - - 421-Transfer In Z392,000 46,000 46,000 1,072,711 1,402,222 1,453,495 1,504,193 1,554,163 TOTAL 2,451,177 46,000 46,000 1,072,711 1,402,222 1,453,495 1,504,193 1,554,163 TOTAL INTERNAL SERVICE FUNDS 8,512,923 5,051,334 5,051,334 6,687,399 6,900,146 6,958,509 7,015,991 7,072,633 Internal Service Fund Expenditures Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast INFORMATION TECHNOLOGY(FUND 610) 610-30-300 Administration 238,010 356,506 448,906 269,624 269,624 269,624 269,624 269,624 610-34-310Infrastructure 2,379,194 2,076,714 2,182,717 Z20Z453 Z20Z453 2,202,453 2,202,453 2,202,453 610-35-986 GIS 1,259,293 1,081,259 1,114,248 1,424,906 1,424,906 1,424,906 1,424,906 1,424,906 TOTAL 3,876,497 3,514,479 3,745,871 3,896,983 3,896,983 3,896,983 3,896,983 3,896,983 RKEIOMPENSATION(FUND 620) 620-44-418 Workers Compensation Insurance 229,053 276,223 276,223 434,840 434,840 434,840 434,840 434,840 TOTAL 229,053 276,223 276,223 434,840 434,840 434,840 434,840 434,840 VEHICLEIEQUIPMENT REPLACEMENT(FUND 630) 630-85-849 Equipment Maintenance 1,596,207 1,495,116 1,522,542 1,557,044 1,557,044 1,557,044 1,557,044 1,557,044 630-90-985 Fixed Assets Acquisition - 384,022 511,752 1,001,017 1,001,017 1,001,017 1,001,017 1,001,017 TOTAL 1,596,207 1,879,138 2,034,294 2,558,061 2,558,061 2,558,061 2,558,061 2,558,061 COMPENSATED ABSENCE&LONG-TERM 641-44-419 Long Tenn Disability 168,953 171,837 171,837 95,612 95,612 95,612 95,612 95,612 641-44-420 Compensated Absence 383,888 620,055 620,055 620,590 620,590 620,590 620,590 620,590 TOTAL 552,841 791,892 791,892 716,202 716,202 716,202 716,202 716,202 642-44-414 HR Retiree Benefits 1,149,055 1,211,333 1,211,333 1,241,926 1,241,926 1,241,926 1,241,926 1,241,926 TOTAL 1,149,055 1,211,333 1,211,333 1,241,926 1,241,926 1,241,926 1,241,926 1,241,926 TOTAL INTERNAL SERVICE FUNDS 7,403,653 7,673,065 8,059,613 8,848,0W 8,848,012 8,848,012 8,848,012�Illlllllllllllllllllll FY 2021-22 Adopted Budget Financial Schedules 186 All Funds Fund Balance Actual Adopted Estimate Adopted Forecast Forecast Forecast Forecast GENERALFUNDS Beginning Balance 58,922,585 74,505,813 74,505,813 82,012,946 82,693,803 84,660,181 88,197,465 88,650,744 Assigned 34,426,942 16,040,633 37,811,790 35,697,647 39,542,172 41,761,872 40,814,843 39,546,189 Unassigned 40,078,871 35,929,546 45,447,666 47,442,666 45,118,009 46,435,593 47,835,901 49,324,104 Ending Balance 74,505,813 51,970,179 83,259,456 83,140,313 84,660,181 88,197,465 88,650,744 88,870,293 SPECIAL REVENUE FUNDS Beginning Balance 34,275,079 23,397,927 31,995,174 28,888,315 32,221,580 34,645,548 37,220,820 39,885,081 Assigned 34,275,080 27,645,576 28,888,315 32,221,580 34,645,548 37,220,820 39,885,081 42,622,738 Unassigned - - - - - - - - Ending Balance 34,275,080 27,645,576 28,888,315 32,221,580 34,645,548 37,220,820 39,885,081 42,622,738 DEBT SERVICE FUN Beginning Balance 1,660,760 1,660,760 1,685,872 55,016 16 16 16 16 Assigned 1,685,872 1,660,760 1,660,760 16 16 16 16 16 Unassigned - - - - - - - - Ending Balance 1,685,872 1,660,760 1,660,760 16 16 16 16 16 CAPITAL PROJECT FUNDS Beginning Balance 33,211,943 38,538,113 40,551,134 39,384,351 39,209,351 39,209,351 39,209,351 39,209,351 Assigned 40,551,134 36,205,390 39,384,351 39,209,351 39,209,351 39,209,351 39,209,351 39,209,351 Unassigned - - - - - - - - Ending Balance 40,551,134 36,205,390 39,384,351 39,209,351 39,209,351 39,209,351 39,209,351 39,209,351 E�RISE FUNDS Beginning Balance 8,056,506 5,001,676 9,253,822 6,935,949 4,410,211 1,793,579 (823,053) (3,439,685) Assigned 9,253,822 4,289,472 6,935,949 4,410,211 1,793,579 (823,053) (3,439,685) (6,056,317) Unassigned - - - - - - - - Ending Balance 9,253,822 4,289,472 6,935,949 4,410,211 1,793,579 (823,053) (3,439,685) (6,056,317) INTERNAL SERVICE FUNDS Beginning Balance 6,850,179 6,825,172 7,959,449 5,194,719 3,051,606 1,103,740 (785,763) (2,617,785) Assigned 7,959,449 4,203,441 5,194,719 3,051,606 1,103,740 (785,763) (2,617,785) (4,393,164) Unassigned - - - - - Ending Balance 7,959,449 4,203,441 5,194,719 3,051,606 1,103,740 (785,763) (2,617,785) (4,393,164) TOTAL ALL FUNDS 168,231,169 125,974,818 165,323,549 162,033,076 161,412,414 163,018,835 161,687,722 160,252,917 FY 2021-22 Adopted Budget Financial Schedules 187 This page intentionally left blank. FY 2021-22 Adopted Budget Financial Schedules 188 Council and Commissions FY 2021-22 Adopted Budget Council and Commissions 189 This page intentionally left blank. FY 2021-22 Adopted Budget Council and Commissions 190 Department Overview Budget Units Budget Unit Program 2022 Adopted Budget City Council $675,991 100-10-100 City Council $479,750 100-10-101 Community Funding $ 118,659 100-10-110 Sister Cities $77,582 Commissions $658,312 100-11-131 Technology,Information&Communications Commission $37,125 100-11-140 Library Commission $48,341 100-11-142 Fine Arts Commission $66,468 100-11-150 Public Safety Commission $35,606 100-11-155 Bicycle and Pedestrian Commission $47,731 100-11-160 Parks and Recreation Commission $57,463 100-11-165 Teen Commission $81,078 100-11-170 Planning Commission $ 131,245 100-11-175 Housing Commission $62,761 100-11-180 Sustainability Commission $63,038 100-11-190 Audit Committee $27,456 Total $1,334,303 FY 2021-22 Adopted Budget Council and Commissions 191 Budget at a Glance 2022 Adopted Budget Total Revenues $1,054,877 Total Expenditures $1,334,303 Fund Balance $- General Fund Costs $279,426 %Funded by General Fund 20.9% Total Staffing 7.6 FTE Organization Darcy Paul,Mayor Liang Chao,Vice Mayor Kitty Moore,Council Member Hung Wei,Council Member Jon Willey,Council Member FY 2021-22 Adopted Budget Council and Commissions 192 Citizens of Cupertino City Council Technology, Teen Commission Information,and Communications Commission Parks and Recreation Library Commission Commission Planning Commission Bicycle and Pedestrian Commission Fine Arts Commission Public Safety Commission Housing Commission Sustainability Commission Audit Committee Adopted Budget On June 15,City Council approved a budget of$1,334,303 for the Council and Commissions department.This represents an increase of$133,492(11.1%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from the prior fiscal year. FY 2021-22 Adopted Budget Council and Commissions 193 Adopted Expenditures by Division ■ City Council '. Commissions Department Expenditure History $1.33M $1.20M $867k $896k 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget FY 2021-22 Adopted Budget Council and Commissions 194 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $406,858 $586,473 $954,826 $ 1,054,877 Total Revenues $406,858 $586,473 $954,826 $1,054,877 Expenditures Employee Compensation $289,947 $280,409 $354,463 $376,429 Employee Benefits $165,047 $ 158,895 $217,629 $259,737 Materials $145,182 $ 128,444 $248,300 $246,912 Contract Services $109,238 $ 147,776 $ 166,133 $ 182,053 Cost Allocation $157,166 $ 150,923 $206,675 $260,845 Special Projects $- $29,202 $- $- Contingencies $- $40 $7,611 $8,327 Total Expenditures $866,580 $895,689 $1,200,811 $1,334,303 Fund Balance $- $- $- $- General Fund Costs $459,723 $309,217 $245,985 $279,426 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 195 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 0.05 0.10 0.25 0.50 ASSISTANT CITY MANAGER 0.05 0 0 0 ASST DIR RECREATION COMM 0.05 0 0 0.05 SVCS CHIEF TECHNOLOGY OFFICER 0 0 0.02 0.02 CLIMATE AND UTILITIES ANALYST 0 0 0.10 0.10 COMMUNICATIONS OFFICER 0.25 0.25 0.15 0.15 COMMUNITY OUTREACH 0.10 0.10 0.10 0.10 SPECIALIST COUNCIL MEMBER 5.00 5.00 5.00 5.00 DEPUTY BOARD CLERK 0.25 0.25 0.25 0 DEPUTY CITY MANAGER 0.05 0 0 0 DIRECTOR OF COMM 0.06 0.06 0.06 0.06 DEVELOPMENT DIRECTOR OF PARKS REC 0.05 0.05 0.05 0.05 EMERGENCY MANAGER 0 0 0.05 0.05 EXEC ASST TO THE CITY COUNCIL 0.50 0.50 0.50 0.50 FINANCE MANAGER 0 0 0.05 0.05 PLANNING MANAGER 0.10 0.10 0.10 0.10 RECREATION COORDINATOR 0.30 0.30 0.45 0.45 RECREATION SUPERVISOR 0 0 0.05 0.05 SENIOR PLANNER 0.10 0.10 0 0 SR OFFICE ASSISTANT 0.30 0.40 0.20 0.20 SUSTAINABILITY MANAGER 0.10 0.10 0.05 0.05 TRANSPORTATION MANAGER 0 0 0.10 0.10 Total 7.31 7.31 7.53 7.58 FY 2021-22 Adopted Budget Council and Commissions 196 City Council Budget Unit 100-10-100 General Fund-City Council-City Council Budget at a Glance 2022 Adopted Budget Total Revenues $1,054,877 Total Expenditures $479,750 Fund Balance $- General Fund Costs $(575,127) %Funded by General Fund -119.9% Total Staffing 5.9 FTE Program Overview The Mayor and councilmembers, acting as the elected representatives of the residents of Cupertino, establish public policies to meet the community needs of the City. Service Objectives The City Council objectives are carried out by City staff under the sole direction of the City Manager. Adopted Budget On June 15, City Council approved a budget of $479,750 for the City Council program. This represents an increase of$27,999(6.2%)from the FY 2020-21 Adopted Budget. This increase is primarily due to increases in pension insurance costs and changes in health insurance selections. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 197 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $406,858 $586,473 $954,826 $1,054,877 Total Revenues $406,858 $586,473 $954,826 $1,054,877 Expenditures Employee Compensation $138,405 $123,015 $139,932 $137,839 Employee Benefits $104,507 $100,030 $117,270 $142,382 Materials $98,283 $91,900 $170,671 $175,529 Contract Services $23,185 $12,416 $19,133 $19,133 Cost Allocation $54,145 $39,560 $- $- Special Projects $- $29,202 $- $- Contingencies $- $- $4,745 $4,867 Total Expenditures $418,525 $396,123 $451,751 $479,750 Fund Balance $- $- $- $- General Fund Costs $11,668 $ (190,350) $(503,075) $(575,127) Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget COMMUNICATIONS OFFICER 0.15 0.15 0.10 0.10 COMMUNITY OUTREACH 0.10 0.10 0.10 0.10 SPECIALIST COUNCIL MEMBER 5.00 5.00 5.00 5.00 EXEC ASST TO THE CITY COUNCIL 0.50 0.50 0.50 0.50 SR OFFICE ASSISTANT 0.30 0.10 0.15 0.15 Total 6.05 5.85 5.85 5.85 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 198 Community Funding Budget Unit 100-10-101 General Fund-City Council-Community Funding Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $118,659 Fund Balance $- General Fund Costs $118,659 %Funded by General Fund 100.0% Total Staffing FTE Program Overview The Community Funding program provides funding for various community activities and community-based organizations throughout the fiscal year. Service Objectives • Provide funding to local non-profit organizations in the areas of social services, fine arts and other programs for the general public. • Grant funding requests in a fair and equitable manner. • Grant funding requests per the updated Community Funding Policy adopted by City Council on December 1,2020. Adopted Budget On June 15, City Council approved a budget of $118,659 for the Community Funding program. This represents an increase of$7,419(6.7%)from the FY 2020-21 Adopted Budget. Non-Profit FY 20-21 FY 21-22 FY 20-21 Funding FY 21-22 Funding Organization Program/Project/Event Program/Project/Event West Valley Community Gift of Hope Holiday Services of Santa $20,000 Building Expansion $10,000 Program Clara County,Inc. Cupertino Library N/Al N/Al $15,000 Empower and Connect Foundation Seniors Program Buddhist Tzu Chi Medical N/A1 N/Al $7,400 Community Health Fair Foundation FY 2021-22 Adopted Budget Council and Commissions 199 Santa Clara Valley Wildlife&Harvest Wildlife&Harvest Audubon Society $7,500 Day $8,500 Festival Video Production Friends of Deer White Barn Enclosed Garden Hollow Farm $15,000 Renovation $7,000 Space Chinese American Coalition for Starting the Starting the Compassionate $6,000 Conversation $12,000 Conversation and Mindful Self-Care Care Valkyrie Robotics N/Al N/A1 $3,000 Mini-Robot Competition Tian Hong N/Al N/Al $3,000 Cross-cultural Art Foundation Contest Rotary Club of $12,000 Fall Festival $12,000 Fall Festival Cupertino Euphrat Museum $10 Exhibition,Events, Exhibition,Events, of Art ,000 Community Outreach $15,000 Community Outreach Monta Vista High School Speech N/Al N/A1 $3,000 Program Staffing and Materials Support Boosters Inc Cupertino Museum and Archive Historical Society $20,000 Museum Exhibits $20,000 Support Breathe California $4,000 Seniors Breathe Easy N/A2 N/A2 Bhubaneswar $7 500 Festival and N/A2 N/A2 Sister City Exchanges Elevate the Future $3,000 Project Falcon N/A2 N/A2 Cupertino Silicon Valley Jewish Film $5,000 Jewish Film Festival N/A2 N/A2 Festival Total $110,000 $115,900 1 Organization did not apply for or receive a Community Funding Grant in FY 20-21. 2 Organization did not apply for or receive a Community Funding Grant in FY 21-22. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 200 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Contract Services $52,400 $ 114,800 $110,000 $ 115,900 Cost Allocation $ 1,031 $787 $ 1,240 $2,259 Contingencies $- $- $- $500 Total Expenditures $53,431 $115,587 $111,240 $118,659 Fund Balance $- $- $- $- General Fund Costs $53,431 $115,587 $111,240 $118,659 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Council and Commissions 201 Sister Cities Budget Unit 100-10-110 General Fund-City Council-Sister Cities Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $77,582 Fund Balance $- General Fund Costs $77,582 %Funded by General Fund 100.0% Total Staffing 0.1 FTE Program Overview Cupertino has four active sister cities registered with Sister Cities International; Toyokawa, Japan; Hsinchu, Taiwan;Copertino,Italy;and Bhubaneswar,India. Service Objectives • To further international communication and understanding through the Sister City Program . To foster educational,technical,economic and cultural exchanges • To encourage student exchange programs to promote communication and understanding among people of different cultures Adopted Budget On June 15, City Council approved a budget of $77,582 for the Sister Cities program. This represents a decrease of$4,013(4.9%)from the FY 2020-21 Adopted Budget. Activities in this budget program remain relatively unchanged over the previous fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 202 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $13,702 $17,141 $ 12,317 $13,229 Employee Benefits $5,189 $6,767 $5,732 $5,956 Materials $3,019 $5,016 $5,773 $5,830 Contract Services $20,570 $9,560 $20,000 $20,000 Cost Allocation $9,094 $11,398 $37,129 $31,921 Contingencies $- $- $644 $646 Total Expenditures $51,574 $49,882 $81,595 $77,582 Fund Balance $- $- $- $- General Fund Costs $51,574 $49,881 $81,595 $77,582 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget COMMUNICATIONS OFFICER 0.10 0.10 0.05 0.05 SR OFFICE ASSISTANT 0 0.30 0.05 0.05 Total 0.10 0.40 0.10 0.10 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 203 Technology, Information & Communications Commission Budget Unit 100-11-131 General Fund-Commissions-Technology,Information&Communications Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $37,125 Fund Balance $- General Fund Costs $37,125 %Funded by General Fund 100.0% Total Staffing 0.1 FTE Program Overview The Technology, Information & Communications Commission (TICC) advises the City Council and informs the community about issues relating to the rapidly changing fields of communication and technology. Commissioners also serve as a resource for the Planning Commission in offering technical guidance for antenna sightings. The Chief Technology Officer serves as staff liaison. The commission also supports public and educational access to cable services. Service Objectives • Continue to work with appropriate companies in bringing advanced services to interested residents. . Monitor AT&T and Comcast services and revenue. . Negotiate and manage public access provider KMVT to ensure maximum programming value for Cupertino residents. • Work with Community Development and Public Works regarding antenna placement and negotiate agreements for communication services that serve Cupertino. Adopted Budget On June 15, City Council approved a budget of$37,125 for the Technology, Information & Communications Commission program.This represents an increase of$13,061 (54.3%)from the FY 2020-21 Adopted Budget. Increases in this budget unit are due to cost allocation charges as a result of increased one-time I&T expenditures. FY 2021-22 Adopted Budget Council and Commissions 204 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $- $4,171 $9,824 $10,116 Employee Benefits $- $1,889 $4,229 $4,580 Materials $687 $107 $1,206 $1,218 Contract Services $- $- $5,000 $5,000 Cost Allocation $5,852 $1,207 $3,650 $16,056 Contingencies $- $- $155 $155 Total Expenditures $6,539 $7,374 $24,064 $37,125 Fund Balance $- $- $- $- General Fund Costs $6,539 $7,374 $24,064 $37,125 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0 0.05 0.05 0.05 CHIEF TECHNOLOGY OFFICER 0 0 0.02 0.02 Total 0 0.05 0.07 0.07 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 205 Library Commission Budget Unit 100-11-140 General Fund-Commissions-Library Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $48,341 Fund Balance $- General Fund Costs $48,341 %Funded by General Fund 100.0% Total Staffing 0.2 FTE Program Overview The Library Commission is a five-member commission appointed by the City Council to review and make recommendations related to the operations and services of the Cupertino Library. The Cupertino Library is operated by Santa Clara County Library Services.The building is provided by the City of Cupertino. County Library management serve as Commission staff and Parks and Recreation personnel serve as City liaison. Service Objectives • Monitor the various service activities of the library and make recommendations for improvements to appropriate bodies. • Support library advocacy groups, including Friends of the Cupertino Library and Cupertino Library Foundation. • Advocate library funding and service levels at the City,County,and state levels. . Represent the Cupertino library in the local community. • Participate in state and local library workshops and conferences. • Participate in the long-range planning of quality library services for the City. • Develop potential resources to expand volunteer efforts in the library. • Investigate ways to expand access to non-traditional media. • Continue library advocacy in Cupertino activities and with other organizations. • Coordinate and implement the annual Cupertino Poet Laureate program and provide staff support and City resources to sustain the program. • Continue emphasis on integrating additional technology into library services. Adopted Budget On June 15, City Council approved a budget of$48,341 for the Library Commission program. This represents an increase of$16,632(52.5%)from the FY 2020-21 Adopted Budget. The increase is primarily due increases in Employee Compensation and Benefits from the partial reallocation of staff time into this program. FY 2021-22 Adopted Budget Council and Commissions 206 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $8,601 $5,892 $9,915 $20,220 Employee Benefits $3,558 $840 $5,228 $10,136 Materials $46 $589 $380 $344 Contract Services $- $- $2,000 $2,020 Cost Allocation $9,870 $11,479 $14,126 $15,562 Contingencies $- $- $60 $59 Total Expenditures $22,075 $18,800 $31,709 $48,341 Fund Balance $- $- $- $- General Fund Costs $22,075 $18,801 $31,709 $48,341 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 0 0 0.05 0.05 ASST DIR RECREATION COMM 0.05 0 0 0.05 SVCS RECREATION SUPERVISOR 0 0 0.05 0.05 Total 0.05 0 0.10 0.15 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Council and Commissions 207 Fine Arts Commission Budget Unit 100-11-142 General Fund-Commissions-Fine Arts Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $66,468 Fund Balance $- General Fund Costs $66,468 %Funded by General Fund 100.0% Total Staffing 0.2 FTE Program Overview The Fine Arts Commission is a five member commission appointed by the City Council to foster, encourage and assist the realization, preservation and advancement of fine arts for the benefit of the citizens of Cupertino.A Parks and Recreation Department Recreation Coordinator serves as the staff liaison. Service Objectives . Act as a catalyst for the promotion of fine arts activities and provide liaison and coordination between fine arts activities,groups,and facilities. • Enhance the interaction between arts and businesses through personal outreach. . Review and approve public art proposals. • Encourage and facilitate"art in unexpected places"throughout the City. Adopted Budget On June 15, City Council approved a budget of $66,468 for the Fine Arts Commission program. This represents an increase of$12,958(24.2%)from the FY 2020-21 Adopted Budget. The increase is primarily due to the proposed establishment of the Art in Unexpected Places program with a recurring annual budget of$10,000 per fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 208 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $16,704 $17,260 $ 14,486 $14,920 Employee Benefits $6,209 $6,589 $8,712 $9,309 Materials $2,554 $3,258 $7,341 $6,673 Contract Services $- $- $- $10,000 Cost Allocation $11,810 $12,688 $22,787 $25,149 Contingencies $- $40 $184 $417 Total Expenditures $37,277 $39,835 $53,510 $66,468 Fund Balance $- $- $- $- General Fund Costs $37,276 $39,836 $53,510 $66,468 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget DEPUTY BOARD CLERK 0.05 0.05 0 0 RECREATION COORDINATOR 0 0 0.15 0.15 SENIOR PLANNER 0.10 0.10 0 0 Total 0.15 0.15 0.15 0.15 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 209 Public Safety Commission Budget Unit 100-11-150 General Fund-Commissions-Public Safety Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $35,606 Fund Balance $- General Fund Costs $35,606 %Funded by General Fund 100.0% Total Staffing 0.1 FTE Program Overview The Public Safety Commission(PSC),a five-member board appointed by the City Council, assists the Council by advising on matters pertaining to safety, traffic, police, fire and other areas wherein the matter of public safety may be of concern. Service Objectives . Advise the City Council on safety issues and concerns. • Promote public education programs concerning safety issues. • Provide assistance in implementing public safety programs approved by the City Council. Adopted Budget On June 15, City Council approved a budget of $35,606 for the Public Safety Commission program. This represents an increase of$4,789(15.5%)from the FY 2020-21 Adopted Budget. The increase is primarily due to normal increases in salary and benefits. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 210 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $3,236 $1,141 $4,848 $7,785 Employee Benefits $1,304 $591 $2,643 $4,030 Materials $2,477 $1,460 $4,451 $4,496 Contract Services $10,000 $10,000 $10,000 $10,000 Cost Allocation $1,941 $993 $8,514 $8,933 Contingencies $- $- $361 $362 Total Expenditures $18,958 $14,185 $30,817 $35,606 Fund Balance $- $- $- $- General Fund Costs $18,958 $14,185 $30,817 $35,606 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget DEPUTY CITY MANAGER 0.05 0 0 0 EMERGENCY MANAGER 0 0 0.05 0.05 Total 0.05 0 0.05 0.05 There are no changes to the current level of staffing FY 2021-22 Adopted Budget Council and Commissions 211 Bicycle and Pedestrian Commission Budget Unit 100-11-155 General Fund-Commissions-Bicycle and Pedestrian Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $47,731 Fund Balance $- General Fund Costs $47,731 %Funded by General Fund 100.0% Total Staffing 0.2 FTE Program Overview The Bicycle and Pedestrian Commission(BPC)is a five-member board appointed by the City Council, which assists the Council by reviewing, monitoring, and making recommendations on City transportation matters pertaining to bicycle and pedestrian traffic, parking, education, and recreation within Cupertino. The City's Transportation Manager serves as staff liaison. Service Objectives • Review and make recommendations on 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. Adopted Budget On June 15, City Council approved a budget of$47,731 for the Bicycle and Pedestrian Commission program. This represents an increase of$12,493(35.5%)from the FY 2020-21 Adopted Budget. Increases to this program are due to increased cost allocation charges. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 212 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $- $- $23,985 $24,606 Employee Benefits $- $- $10,223 $12,212 Materials $- $- $200 $202 Cost Allocation $1,763 $807 $825 $10,706 Contingencies $- $- $5 $5 Total Expenditures $1,763 $807 $35,238 $47,731 Fund Balance $- $- $- $- General Fund Costs $1,763 $807 $35,238 $47,731 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0 0 0.05 0.05 TRANSPORTATION MANAGER 0 0 0.10 0.10 Total 0 0 0.15 0.15 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 213 Parks and Recreation Commission Budget Unit 100-11-160 General Fund-Commissions-Parks and Recreation Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $57,463 Fund Balance $- General Fund Costs $57,463 %Funded by General Fund 100.0% Total Staffing 0.1 FTE Program Overview The Parks and Recreation Commission is a five-member commission appointed by the City Council to make recommendations pertaining to parks, recreation, and community services. The Director of Parks and Recreation serves as staff liaison. Service Objectives • Engage the public in dialog regarding the design of new facilities. • 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 in special committees dealing with Parks and Recreation. . Serve as ambassadors for the Parks and Recreation Department. Adopted Budget On June 15, City Council approved a budget of$57,463 for the Parks and Recreation Commission program. This represents an increase of$6,567(12.9%)from the FY 2020-21 Adopted Budget. The increase is primarily due to changes in cost allocation methodology. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 214 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $14,415 $17,828 $15,942 $17,280 Employee Benefits $5,059 $3,765 $7,185 $7,610 Materials $2,154 $1,207 $8,188 $7,442 Cost Allocation $9,282 $12,165 $19,376 $24,945 Contingencies $- $- $205 $186 Total Expenditures $30,910 $34,965 $50,896 $57,463 Fund Balance $- $- $- $- General Fund Costs $30,909 $34,965 $50,896 $57,463 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0.05 0.05 0.05 0.05 DIRECTOR OF PARKS REC 0.05 0.05 0.05 0.05 Total 0.10 0.10 0.10 0.10 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 215 Teen Commission Budget Unit 100-11-165 General Fund-Commissions-Teen Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $81,078 Fund Balance $- General Fund Costs $81,078 %Funded by General Fund 100.0% Total Staffing 0.3 FTE Program Overview The Teen Commission is comprised of nine teens representing grades 8-11.The Teen Commission advises the City Council and staff on teen issues. A Parks and Recreation Department Recreation Coordinator serves as the staff liaison. Service Objectives • Engage the public in dialogue regarding the design of new teen programs and make recommendations regarding these projects to City staff. • Assist staff with the programming and promotion 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. Adopted Budget On June 15, City Council approved a budget of$81,078 for the Teen Commission program. This represents a decrease of$222(-0.3%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 216 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $26,638 $29,503 $28,971 $29,840 Employee Benefits $11,167 $12,360 $13,635 $14,640 Materials $8,282 $5,556 $9,995 $4,514 Contract Services $405 $- $- $- Cost Allocation $16,596 $16,728 $28,449 $31,971 Contingencies $- $- $250 $113 Total Expenditures $63,088 $64,147 $81,300 $81,078 Fund Balance $- $- $- $- General Fund Costs $63,088 $64,147 $81,300 $81,078 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget RECREATION COORDINATOR 0.30 0.30 0.30 0.30 Total 0.30 0.30 0.30 0.30 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 217 Planning Commission Budget Unit 100-11-170 General Fund-Commissions-Planning Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $131,245 Fund Balance $- General Fund Costs $131,245 %Funded by General Fund 100.0% Total Staffing 0.3 FTE Program Overview The Planning Commission is a five-member citizen board appointed by the City Council.The functions of the Planning Commission are as follows: • Advise the City Council on land use and development policy related to the General Plan; . Implement the General Plan through review and administration of specific plans and related ordinances; • Review land use applications for conformance with the General Plan and ordinances;and • Promote the coordination of local plans and programs with regional and other agencies. Service Objectives • Conduct periodic reviews of the General Plan. These reviews test the fundamental goals and measure the performance of short-term objectives. . Conduct public hearings for approximately 80 land development applications every year. Ensure that decisions are made fairly and expeditiously in accordance with adopted General Plan policies,zoning ordinances,development plans,and design guidelines. . Review specific plans,zoning ordinance amendments, and amendments to the General Plan and make recommendations to Council. • Serve on the Planning Commission Design Review Committee,the Environmental Review Committee, and in an advisory role to the Housing Commission and Economic Development Committee. Adopted Budget On June 15, City Council approved a budget of $131,245 for the Planning Commission program. This represents an increase of$11,682(9.8%)from the FY 2020-21 Adopted Budget. Increases in this budget program are due to negotiated salary and benefit increases as well as cost allocation charges. FY 2021-22 Adopted Budget Council and Commissions 218 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $42,998 $32,741 $38,684 $40,557 Employee Benefits $15,292 $11,231 $15,948 $18,610 Materials $22,078 $18,766 $33,381 $33,715 Contract Services $2,678 $- $- $- Cost Allocation $19,241 $ 18,624 $30,715 $37,520 Contingencies $- $- $835 $843 Total Expenditures $102,287 $81,362 $119,563 $131,245 Fund Balance $- $- $- $- General Fund Costs $102,287 $81,362 $119,563 $131,245 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 0 0 0 0.20 ASSISTANT CITY MANAGER 0.05 0 0 0 DEPUTY BOARD CLERK 0.15 0.15 0.20 0 DIRECTOR OF COMM 0.06 0.06 0.06 0.06 DEVELOPMENT Total 0.26 0.21 0.26 0.26 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 219 Housing Commission Budget Unit 100-11-175 General Fund-Commissions-Housing Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $62,761 Fund Balance $- General Fund Costs $62,761 %Funded by General Fund 100.0% Total Staffing 0.2 FTE 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. Service Objectives . Assist the Planning Commission and the City Council in developing housing policies and strategies for implementation of general plan housing element goals; . Recommend policies for implementation and monitoring of affordable housing projects; • Facilitate innovative approaches to affordable housing development and to generate ideas and interest in pursuing a variety of housing options; • When requested by the Director of Community Development or the City Council, to make recommendations to the Planning Commission and the City Council regarding affordable housing proposals in connection with applications for development. . Make recommendations regarding requests for money from the CDBG and Affordable Housing Funds; • Provide information about affordable housing; • Meet with neighborhood, community, regional and business groups as necessary to receive input and assist in generating affordable housing; • Help identify sources of funds to develop and build affordable housing;and • Perform any other advisory functions authorized by the City Council. Adopted Budget On June 15, City Council approved a budget of $62,761 for the Housing Commission program. This represents an increase of$6,659(11.9%)from the FY 2020-21 Adopted Budget. Increases in this budget program are due to negotiated labor increases. FY 2021-22 Adopted Budget Council and Commissions 220 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $14,055 $ 19,925 $22,801 $24,668 Employee Benefits $7,025 $9,156 $10,688 $12,241 Materials $495 $244 $979 $989 Cost Allocation $11,937 $12,510 $21,610 $24,838 Contingencies $- $- $24 $25 Total Expenditures $33,512 $41,835 $56,102 $62,761 Fund Balance $- $- $- $- General Fund Costs $33,513 $41,835 $56,102 $62,761 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0 0 0 0.05 DEPUTY BOARD CLERK 0.05 0.05 0.05 0 PLANNING MANAGER 0.10 0.10 0.10 0.10 Total 0.15 0.15 0.15 0.15 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 221 Sustainability Commission Budget Unit 100-11-180 General Fund-Commissions-Sustainability Commission Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $63,038 Fund Balance $- General Fund Costs $63,038 %Funded by General Fund 100.0% Total Staffing 0.2 FTE Program Overview The Sustainability Commission is a five-member board appointed by the City Council to serve in an advisory capacity by providing expertise and guidance on major policy and programmatic areas related to the environmental, economic and societal goals noted within Cupertino's Climate Action Plan and General Plan Environmental Resources/Sustainability Element. Service Objectives • Monitor and update the CAP based upon quantified metrics to measure and evaluate mitigated impacts and community benefits. • Suggest recommendations, review, and monitor the City's General Plan Environmental Resources/Sustainability Element and its intersections with the CAP. • Advise the City Council how to strategically accelerate Cupertino's progress towards sustainability and recommend priorities to promote continued regional leadership in sustainability. • Periodically review policies governing specific practices and programs, such as greenhouse gas emissions reduction, water conservation, renewable energy,energy efficiency,materials management, and urban forestry. Illustrative examples include the creation of infrastructure for low emissions vehicles, installation of renewable energy or energy efficiency technologies, drafting of water conservation or waste reduction policies, delivery of habitat restoration and conservation programs, design and roll-out of pollution prevention campaigns,etc. • Make recommendations regarding the allocation of funds for infrastructure and technology improvements to elevate the operational performance of City facilities, businesses, educational institutions,and homes by reducing costs,improving public health,and serving community needs. • Accept public input on the subject areas noted above and advise the City Council on ways to drive community awareness,behavior change, education and participation in City programs modeled upon the field's best practices. • Review and make recommendations to the City Council on Federal, State and regional policies related to sustainability that have the potential to impact City Council's goals and policies. . Pursue any other activity or scope that may be deemed appropriate and necessary by the City Council. FY 2021-22 Adopted Budget Council and Commissions 222 Adopted Budget On June 15, City Council approved a budget of $63,038 for the Sustainability Commission program. This represents an increase of$10,256(19.4%)from the FY 2020-21 Adopted Budget. This increase is largely due to increases in cost allocation expenses due to increased cost of internal services. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues $- $- $- $- Expenditures Employee Compensation $11,193 $11,792 $18,678 $20,618 Employee Benefits $5,737 $5,674 $9,972 $11,189 Materials $5,107 $341 $5,735 $5,960 Contract Services $- $1,000 $- $- Cost Allocation $4,604 $11,977 $18,254 $25,122 Contingencies $- $- $143 $149 Total Expenditures $26,641 $30,784 $52,782 $63,038 Fund Balance $- $- $- $- General Fund Costs $26,642 $30,784 $52,782 $63,038 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget CLIMATE AND UTILITIES 0 0 0.10 0.10 ANALYST SUSTAINABILITY MANAGER 0.10 0.10 0.05 0.05 Total 0.10 0.10 0.15 0.15 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 223 Audit Committee Budget Unit 100-11-190 General Fund-Commissions-Audit Committee Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $27,456 Fund Balance $- General Fund Costs $27,456 %Funded by General Fund 100.0% Total Staffing 0.1 FTE Program Overview The Audit Committee, consisting of two City Council members and a minimum of two and a maximum of three at large members, hold the following powers and functions: A. To review the annual audit report and management letter;B. To recommend appointment of auditors; C. To review the monthly Treasurer's report; D. To recommend a budget format; and E. To review City investment policies and internal controls of such policies. F. To recommend appointment of internal auditors; and G. To review internal audit reports. The Audit Committee meets at least quarterly. The Finance Manager serves as staff liaison. Service Objectives • To review the annual audit report and management letter; • To recommend appointment of auditors; • To review the monthly Treasurer's report; . To recommend a budget format; • To review City investment policies and internal controls of such policies. Adopted Budget On June 15, City Council approved a budget of$27,456 for the Audit Committee program.This represents an increase of$7,212(35.6%)from the FY 2020-21 Adopted Budget. Increases in this budget unit are due to cost allocation charges not being applied in previous years. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Council and Commissions 224 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $- $- $14,080 $14,751 Employee Benefits $- $3 $6,164 $6,842 Cost Allocation $- $- $- $5,863 Total Expenditures $- $3 $20,244 $27,456 Fund Balance $- $- $- $- General Fund Costs $- $3 $20,244 $27,456 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0 0 0.05 0.05 FINANCE MANAGER 0 0 0.05 0.05 Total 0 0 0.10 0.10 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Council and Commissions 225 This page intentionally left blank. FY 2021-22 Adopted Budget Council and Commissions 226 Administration FY 2021-22 Adopted Budget Administration 227 This page intentionally left blank. FY 2021-22 Adopted Budget Administration 228 Department Overview Budget Units Budget Unit Program 2022 Adopted Budget City Manager $4,959,700 100-12-120 City Manager $1,521,821 100-12-122 Sustainability $866,420 100-12-126 Office of Communications $708,955 100-12-305 Multimedia $916,347 100-12-307 Public Access Support $79,531 100-12-632 Community Outreach and Neighborhood Watch $171,892 100-12-633 Office of Emergency Management $694,734 100-12-705 Economic Development $- City Clerk $651,274 100-13-130 City Clerk $603,333 100-13-132 Duplicating and Mail Services $47,794 100-13-133 Elections $147 City Manager Discretionary $75,000 100-14-123 City Manager Contingency $75,000 City Attorney $1,943,655 100-15-141 City Attorney $1,943,655 Total $7,629,629 FY 2021-22 Adopted Budget Administration 229 Budget at a Glance 2022 Adopted Budget Total Revenues $1,739,136 Total Expenditures $7,629,629 Fund Balance $- General Fund Costs $5,890,493 %Funded by General Fund 77.2% Total Staffing 18.9 FTE Organization Deborah L.Feng,City Manager Dianne Thompson,Assistant City Manager Heather Minner,City Attorney(Contract) Kirsten Squarcia,City Clerk FY 2021-22 Adopted Budget Administration 230 City Manager's Office City Manager Executive Assistan Assistant City Assistant to the Communications City Clerk Manager City Manager Officer Management Sustainability Emergency Community Department Heads Analyst Manager Manager Outreach Deputy City Clerk Specialist(2) IH Emergency Climate and Senior Office Senior Office Utilities Analyst Management Assistant Assistant Analyst Community Coordinator P/T Community Relations Coordinator Multimedia Communications Specialist(3) City Attorney's Office City Attorney (Contracted) Legal Services Manager FY 2021-22 Adopted Budget Administration 231 Performance Measures City Clerk Division Goal: Streamline information processing for Council, staff and community members for compliance with State requirements and facilitate independent and transparent access to public information. Benefit:All can fully participate in local government to achieve the community&organizational goals. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target City Council minutes for regular meetings presented for Council 94% 100%o 100/°° 100/°° approval by the following regular meeting Adopted City Council resolutions and ordinances processed and scanned to Laserfiche within a week of Clerk's 99% 60% 67% 100% office receipt of final,signed document Public Record Act requests responded 100% 100% 100% 100% to by the Statutory deadline date Office of Communications Goal: Promote and increase interest and participation in City services, programs, initiatives, and projects while building community pride and positive identification with the City among its residents. Benefit:Residents have access to timely,engaging,and important information. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Social media engagement:total number of followers including City 10%annual 27,074 31,906 32,987 Hall Nextdoor,Facebook,Twitter,and increase Instagram accounts Social media engagement:average number of engagements(reactions, 10%annual 67.2 72.3 44.7 comments,shares,and clicksl)per increase post on City Hall Facebook account Cupertino 311:Average response time Average Close Average Close Average Close Average to customers organization-wide(in Time Time Time Close Time days)2: 3.1 Days 2.8 Days 2.65 Days 5 days 1 Clicks have now been added to the engagement metric,which will bump up the average number. FY 2021-22 Adopted Budget Administration 232 2 The performance measure for Access Cupertino: Average response time to customers organization-wide was revised as Access Cupertino was replaced by Cupertino 311 in September 2017. The Cupertino 311 Application is administered through the IT Department, but each individual department is responsible for responding to its own requests.Response times are organized by request category. Sustainability Division Goal: Implement Cupertino's Climate Action Plan and General Plan Sustainability Element to achieve quantifiable emissions reductions, conserve finite resources, and achieve utility cost avoidance and savings across municipal operations and community partners. Benefit: Cupertino is a healthy,resilient, environmentally-vibrant city for current and future residents to live, work,learn and play. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target %community-wide emissions 15%reduction reduced from baseline of 307,288 MT 2018 inventory:24%decrease in emissions from by 2020(261,195 CO2e/yr 1 baseline(258,659 MT CO2e/yr) MT CO2e/yr) Initiate and implement all Climate Action Plan near-term measures: x%initiated 100% 100% 100% 100% x%complete or ongoing 45% 79% 79% 100% %municipal operations emissions reduced from baseline of 1,865 MT 2018 inventory: 66%reduction in emissions from 15%reduction baseline:642 MTCO2e by 2020 CO2e/yr Projects 5%utility cost savings identified each identified to year New performance measure proposed for FY2021 exceed 5%new utility savings each year Offset 10%of Pursue grant and incentive funding special projects for special projects and base New performance measure proposed for FY2021 expenses with operations grants,rebates, or avoided utility expenses. 1 Cupertino's GHG inventories are conducted roughly every 3-5 years. Economic Development Division Goal: To actively pursue opportunities in the areas of business attraction, retention, and expansion as a means of promoting economic vitality, and strengthening the City's sales tax base to support Cupertino's excellent quality of life for its residents,businesses,and daytime population. FY 2021-22 Adopted Budget Administration 233 Benefit: Cupertino's economy and sales tax revenue base are diversified to further enhance the City's financial stability and its ability to provide quality amenities to the community. Performance Measure FY 2019 FY 2020 FY2021 Ongoing July-June July-June July-Dec Target Economic Development Business Buzz 1442 2,000 2,500 2,800 Subscribers Economic Development Business 16 11 3 12 per year Workshops&Events Multimedia Division Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Percentage of total video productions 176% 145% 900%* performed vs scheduled productions 100% (city meetings excluded) 60/34 32/22 18/2 Percentage of total engineering 112% 233% 260% 100% projects vs scheduled projects 9/8 7/3 13/5 Total video views on Youtube and 5%annual 135,716 215,607 156,677 Granicus platforms combined increase iThe Multimedia Division is responsible for producing videos for both city staff as well as the general Cupertino public. Typically, dozens of video productions are completed every year. Video productions range in scope from relatively simple 30-second public service announcements to major projects like CREST that require more than two months of on-going field production, post-production editing, and a live awards program telecast. This specific Workload Indicator clearly indicates that a large percentage of annual video projects are unscheduled or unanticipated. The main reason is that video productions are oftentimes evaluated and prioritized on the basis of their immediate organizational value, impact and/or newsworthiness. Oftentimes, these unanticipated projects are identified and assigned with only a few days or weeks of advanced notice. As such,there is an on-going need within the division for workflow and work schedule adaptability when it comes to evaluating video productions and completing them on time and on budget. The measurements here are tracked in the "milestones" document located in our City Channel documentation folder. The milestones document is a comprehensive dataset of all the video division projects--both large and small--and is maintained by the entire Multimedia Division staff. City meeting telecasts are not included in this particular dataset. 2Multimedia staff is responsible for designing, managing, and maintaining the many audiovisual and broadcast systems located within the organization. These include systems within the conference and multipurpose rooms, office and huddle spaces, as well as the complex broadcast systems within the video control room at Community Hall. Engineering projects differ from simple repairs, tasks, and modifications in that projects, as defined, require a phased-in approach with advanced planning, design, budgeting, resource acquisition, and implementation. Most engineering projects are scheduled well in advance; occasionally, however, Multimedia Division staff may need to implement unanticipated projects if staff or council priorities require as such. The Workload Indicator here measures the number of projects completed FY 2021-22 Adopted Budget Administration 234 vs. the number of scheduled projects. These measurements are tracked in the "engineering milestones" document located in our City Channel documentation folder. This document is maintained by Pete Coglianese,who is the broadcast engineer for the division. sMultimedia staff historically tracks viewership data within our primary online video platforms—YouTube and Granicus. We continue to see an upward trend in viewership of our videos which are used to promote city meetings, city programs, and city services. Our target is to increase viewership by 5% annually. Both YouTube and Granicus provide advanced reporting modules that allow us to accurately track the number of views over a given date range. The numbers here indicate total views rather than total unique views. Other online platforms were considered as part of this dataset;however,because we do not consistently post videos to our other social media sites such as Facebook, Twitter, Instagram, and Nextdoor, those statistics were not included as part of this specific performance measure. Similarly, we do have accurate viewership data for the City Channel,our government access television channel,so that platform was excluded as well. *Percentage skewed due to the pandemic FY 2021-22 Adopted Budget Administration 235 Workload Indicators City Clerk Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec City Council minutes for regular meetings presented for Council approval by the 18/18 22/22 11/11 following regular meeting Adopted City Council resolutions and ordinances processed and scanned to 124/124 resos; 182/272 resos; 27/55 resos; Laserfiche within a week of Clerk's office 10/10 ords 12/18 ords 6/12 ords receipt of final,signed document Public Record Act requests responded to by 131/131 104/104 68/68 the Statutory deadline date Office of Communications Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Social Media Engagement:Post per year 890 1182 818 (Facebook,Nextdoor,Twitter,Instagram) Number of Media Inquiries N/A N/A N/A Number of Topics initiated via Online Community Engagement Feedback with N/A N/A N/A Open City Hall Number of Community Information and Outreach Program products provided N/A N/A N/A (newsletters,press releases,website postings, flyers,etc.) Sustainability Division Staff plans to update workload indicators and performance measures as part of CAP 2.0 development in FY2021. FY 2021-22 Adopted Budget Administration 236 Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of local businesses visited/reached out to as part of GreenBiz program outreach 50 36 5 (est) Events related to increasing awareness of reducing greenhouse gas emissions(staff 14 10 3 organized or staff tabled) (est) Sustainability related metrics tracked and/or 90 90 85 analyzed(est) Climate Action Plan action steps initiated or 55 64 69 implemented(est) $value of utility savings projects and New workload indicator proposed for FY2021. opportunities identified. Monitor all major utility spend accounts New workload indicator proposed for FY2021. (water,gas,electricity) FY 2021-22 Adopted Budget Administration 237 Economic Development Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Meetings with large groups/organizations; appointments with brokers,prospective 275 business owners,business owners and operators,City staff,etc. Special events,including small business workshops and seminars,ICSC conferences and events,ribbon cuttings and grand 24 openings,networking events,and Small Business Saturday Celebration event and/or activities Presentations to local organizations and 12 visiting delegations Respond to calls and email inquires 250 Multimedia Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Percentage of total video productions 145% ° performed vs scheduled productions(city 60/ 4 918 2 meetings excluded) 60/34 32/22 18/2 Percentage of total engineering projects vs 112% 233% 260% scheduled projects 9/8 7/3 13/5 Total video views on Youtube and Granicus platforms combined s 135,716 215,607 156,677 iThe Multimedia Division is responsible for producing videos for both city staff as well as the general Cupertino public. Typically, dozens of video productions are completed every year. Video productions range in scope from relatively simple 30-second public service announcements to major projects like CREST that require more than two months of on-going field production, post-production editing, and a live awards program telecast. This specific Workload Indicator clearly indicates that a large percentage of annual video projects are unscheduled or unanticipated. The main reason is that video productions are oftentimes evaluated and prioritized on the basis of their immediate organizational value, impact and/or newsworthiness. Oftentimes, these unanticipated projects are identified and assigned with only a few days or weeks of advanced notice. As such,there is an on-going need within the division for workflow and work schedule adaptability when it comes to evaluating video productions and completing them on time and on budget. The measurements here are tracked in the "milestones" document located in our City Channel documentation folder. The milestones document is a comprehensive dataset of all the video division projects--both large and small--and is maintained by the entire video staff. City meeting telecasts are not FY 2021-22 Adopted Budget Administration 238 included in this particular dataset. 2Multimedia staff is responsible for designing, managing, and maintaining the many audiovisual and broadcast systems located within the organization. These include systems within the conference and multipurpose rooms, office and huddle spaces, as well as the complex broadcast systems within the video control room at Community Hall. Engineering projects differ from simple repairs, tasks, and modifications in that projects, as defined, require a phased-in approach with advanced planning, design, budgeting, resource acquisition, and implementation. Most engineering projects are scheduled well in advance; occasionally, however, video staff may need to implement unanticipated projects if staff or council priorities require as such. The Workload Indicator here measures the number of projects completed vs.the number of scheduled projects. These measurements are tracked in the "engineering milestones" document located in our City Channel documentation folder. This document is maintained by Pete Coglianese, who is the broadcast engineer for the division. 3Multimedia staff historically tracks viewership data within our primary online video platforms—YouTube and Granicus. We continue to see an upward trend in viewership of our videos which are used to promote city meetings, city programs, and city services. Our target is to increase viewership by 5% annually. Both YouTube and Granicus provide advanced reporting modules that allow us to accurately track the number of views over a given date range. The numbers here indicate total views rather than total unique views. Other online platforms were considered as part of this dataset;however,because we do not consistently post videos to our other social media sites such as Facebook, Twitter, Instagram, and Nextdoor, those statistics were not included as part of this specific performance measure. Similarly, we do have accurate viewership data for the City Channel,our government access television channel,so that platform was excluded as well. *Percentage skewed due to pandemic Adopted Budget On June 15, City Council approved a budget of $7,629,629 for the Administration department. This represents a decrease of$388,215(4.8%)from the FY 2020-21 Adopted Budget. This increase is primarily due to a request to add a full-time Emergency Management Analyst and the following City Work Program items: Personal Preparedness Campaign, and the Climate Action Plan update. This increase is offset by the reorganization of Economic Development into the Community Development Department. FY 2021-22 Adopted Budget Administration 239 Adopted Expenditures by Division ■ City Manager City Attorney ■ City Clerk City Manager Discretionary Department Expenditure History $8.02M $7.63M $6.06M $5.43M 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget FY 2021-22 Adopted Budget Administration 240 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $1,300 $33,209 $- $- Charges for Services $712,070 $1,137,815 $1,388,254 $ 1,739,136 Miscellaneous Revenue $20,506 $14,494 $27,592 $- Total Revenues $733,876 $1,185,518 $1,415,846 $1,739,136 Expenditures Employee Compensation $1,820,343 $1,860,354 $2,524,754 $2,944,170 Employee Benefits $653,296 $699,664 $1,019,993 $1,288,316 Materials $361,441 $297,319 $452,399 $425,135 Contract Services $1,998,612 $2,702,604 $2,782,757 $2,237,070 Cost Allocation $537,762 $469,747 $481,712 $513,713 Special Projects $59,291 $31,841 $175,092 $120,900 Contingencies $- $- $581,137 $ 100,325 Total Expenditures $5,430,745 $6,061,529 $8,017,844 $7,629,629 Fund Balance $- $- $- $- General Fund Costs $4,696,869 $4,876,011 $6,601,998 $5,890,493 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administration 241 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSISTANT CITY MANAGER 1.17 1.00 1.00 1.00 ASSIST TO THE CITY MNGR 0.75 1.00 1.00 1.00 CITY CLERK 1.00 1.00 1.00 1.00 CITY MANAGER 1.00 1.00 1.00 1.00 CLIMATE AND UTILITIES ANALYST 0 0.70 0.70 0.70 COMMUNICATIONS OFFICER 0.75 0.75 0.85 0.85 COMMUNITY OUTREACH SPECIALIST 1.20 1.20 1.20 1.20 COMMUNITY RELATIONS COORD 0.75 0.75 0.75 0.75 DEPUTY CITY CLERK 1.00 1.00 1.00 1.00 DEPUTY CITY MANAGER 0.95 0 0 0 ECONOMIC DEVELOPMENT 1.00 1.00 1.00 0 MANAGER EMERGENCY MANAGEMENT 0 0 0 1.00 ANALYST EMERGENCY MANAGER 1.00 1.00 0.95 0.95 ENVIRONMENTAL PROGRAMS 0 0 0.35 0.35 ASSISTANT EXEC ASST TO THE CITY COUNCIL 0.50 0.50 0.50 0.50 LEGAL SERVICES MANAGER 1.00 1.00 1.00 1.00 MANAGEMENT ANALYST 0 0 0 1.00 MULTIMEDIA COMMUNICATIONS 0 0 3.00 3.00 SPEC SR OFFICE ASSISTANT 1.70 1.60 1.80 1.80 SUSTAINABILITY MANAGER 0.70 0.70 0.75 0.75 Total 14.47 14.20 17.85 18.85 FY 2021-22 Adopted Budget Administration 242 City Manager Budget Unit 100-12-120 General Fund-City Manager-City Manager Budget at a Glance 2022 Adopted Budget Total Revenues $637,444 Total Expenditures $1,521,821 Fund Balance $- General Fund Costs $884,377 %Funded by General Fund 58.1% Total Staffing 4.9 FTE 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 goals and objectives. Service Objectives . Accomplish the Council-approved City Work Program. • Manage City operations. • Ensure 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. • Advise the City Council on policy,and the financial conditions and needs of the City. • Investigate all complaints concerning the operation of the City. . Prepare 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. Adopted Budget On June 15, City Council approved a budget of$1,521,821 for the City Manager program. This represents an increase of$192,967(14.5%)from the FY 2020-21 Adopted Budget. This increase is primarily due to the conversion of a full-time vacancy in Parks and Recreation to a Management Analyst in the City Manager's Office. This increase in full-time salary and benefit costs was partially offset by a decrease in part-time compensation. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administration 243 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergoverrunental Revenue $- $33,209 $- $- Charges for Services $332,342 $401,525 $452,422 $637,444 Miscellaneous Revenue $3,145 $- $27,592 $- Total Revenues $335,487 $434,734 $480,014 $637,444 Expenditures Employee Compensation $450,190 $760,394 $843,072 $964,238 Employee Benefits $120,510 $269,702 $293,674 $402,900 Materials $52,935 $37,468 $43,830 $49,338 Contract Services $62,307 $91,435 $117,400 $101,572 Cost Allocation $55,273 $40,423 $- $- Special Projects $- $- $27,592 $- Contingencies $- $- $3,286 $3,773 Total Expenditures $741,215 $1,199,422 $1,328,854 $1,521,821 Fund Balance $- $- $- $- General Fund Costs $405,728 $764,687 $848,840 $884,377 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSISTANT CITY MANAGER 1.17 1.00 1.00 1.00 ASSIST TO THE CITY MNGR 0.40 1.00 1.00 1.00 CITY MANAGER 1.00 1.00 1.00 1.00 DEPUTY CITY MANAGER 0.85 0 0 0 EXEC ASST TO THE CITY 0 0 0 0.50 COUNCIL MANAGEMENT ANALYST 0 0 0 1.00 SR OFFICE ASSISTANT 0.20 0.40 0.40 0.40 Total 3.62 3.40 3.40 4.90 FY 2021-22 Adopted Budget Administration 244 A full-time vacancy in Parks and Recreation was converted to a Management Analyst in the City Manager's Office in FY 2020-21. FY 2021-22 Adopted Budget Administration 245 Sustainability Budget Unit 100-12-122 General Fund-City Manager-Sustainability Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $866,420 Fund Balance $- General Fund Costs $866,420 %Funded by General Fund 100.0% Total Staffing 1.8 FTE Program Overview The Sustainability Division works to implement the City's Climate Action Plan, and work across departments in building public good through activities that reduce greenhouse gas emissions, help to mitigate financial and regulatory risk, provide utility cost assurances, conserve scarce resources, prioritize public health and prepare for the impacts of climate change. In this capacity, the program teams with regional partners and adjacent jurisdictions, and seeks grant funding to develop collective approaches to implement the City's ambitious Climate Action Plan. Service Objectives • Collect and analyze relevant data to demonstrate municipal compliance with current and burgeoning state and federal regulations. • Serve as a technical resource on sustainability initiatives by preparing staff reports, developing local policies and ordinances, coordinating educational events, and making presentations to Council, City departments,and applicable outside organizations. • Coordinate municipal and community-wide greenhouse gas emissions inventories, develop emissions targets, execute a community-wide climate action plan, and track progress to achieve emissions reductions over time. • Expand existing compliance-focused environmental services to offer innovative energy, water, and resource conservation programs that effectively engage employees and community members. • Evaluate existing departmental programs and benchmark environmental achievements on an ongoing basis. • Research tools and best practices for efficient utility management and conservation and adapt these to the City's organizational culture,operations, and budgets. . Manage or perform resource audits, identify energy conservation and renewable energy generation opportunities,calculate feasibility and develop projects that are cost-effective and conserve resources. • Work with schools to expand successful municipal programs into educational institutions through effective partnerships that empower students as environmental leaders. FY 2021-22 Adopted Budget Administration 246 Adopted Budget On June 15, City Council approved a budget of $866,420 for the Sustainability program. This represents an increase of$65,069(8.1%)from the FY 2020-21 Adopted Budget. This increase is largely due to increases in cost allocation expenses due to increased cost of internal services provided by Human Resources and IT. This proposed budget also includes a request for$78,000 to complete phase 2 of the City Work Program item Climate Action&Adaptation plan update. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Strategic Goal City Work Program:A proposed increase in funding to complete phase 2 of the update to the Cupertino Climate Action Plan(Work Program item Climate Action approved for FY Sustainability &Adaption Plan $78,000 $78,000 General Fund 2020-21).This and Fiscal update(phase 2) funding will Strategy allow staff to complete phase 2 of the project which includes additional community engagement as well as completion of the required CEQA documentation. Electric Cooking Cooking class Workshop Series $6,400 $6,400 General Fund for Cupertino N/A residents Total $84,400 $84,400 FY 2021-22 Adopted Budget Administration 247 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Miscellaneous Revenue $5,963 $ 14,494 $- $- Total Revenues $5,963 $14,494 $- $- Expenditures Employee Compensation $172,616 $161,002 $244,755 $273,730 Employee Benefits $90,645 $80,086 $118,784 $131,482 Materials $14,035 $10,204 $20,687 $29,955 Contract Services $109,918 $60,747 $94,074 $94,379 Cost Allocation $155,255 $116,846 $208,182 $249,106 Special Projects $33,423 $20,174 $ 112,000 $84,400 Contingencies $- $- $2,869 $3,368 Total Expenditures $575,892 $449,059 $801,351 $866,420 Fund Balance $- $- $- $- General Fund Costs $569,929 $434,564 $801,351 $866,420 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSIST TO THE CITY MNGR 0.35 0 0 0 CLIMATE AND UTILITIES ANALYST 0 0.70 0.70 0.70 ENVIRONMENTAL PROGRAMS 0 0 0.35 0.35 ASSISTANT SUSTAINABILITY MANAGER 0.70 0.70 0.75 0.75 Total 1.05 1.40 1.80 1.80 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Administration 248 Office of Communications Budget Unit 100-12-126 General Fund-City Manager-Office of Communications Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $708,955 Fund Balance $- General Fund Costs $708,955 %Funded by General Fund 100.0% Total Staffing 3.0 FTE Program Overview The Office of Communications is responsible for community outreach to ensure that residents have access to timely, useful, and important information. The Office of Communications oversees and maintains many of the City's lines of communication with residents, including the City's website, social media accounts, monthly newsletter, videos, event tabling, flyers, and press releases. The Office of Communications also acts as a liaison between various City departments and the community when it comes to communicating information about projects and events. Service Objectives • Serve as the communications link between the City of Cupertino and residents • Ensure that the community has easy access to important, useful, and timely information through various forms of media including print,online,and video . Build community pride and positive identification with the City among residents • Increase interest and participation in City services,projects,and activities • Promote City Council and departmental goals,initiatives,programs,and services . Assist in creating better internal and external communication • Enhance the City's relationship with the news media Adopted Budget On June 15, City Council approved a budget of $708,955 for the Office of Communications program. This represents an increase of$23,113(3.4%)from the FY 2020-21 Adopted Budget. This budget unit remains relatively unchanged over the previous fiscal year. FY 2021-22 Adopted Budget Administration 249 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $121,818 $260,873 $- $- Total Revenues $121,818 $260,873 $- $- Expenditures Employee Compensation $249,333 $266,759 $360,868 $347,178 Employee Benefits $95,524 $103,636 $144,494 $160,426 Materials $112,689 $97,245 $153,222 $154,755 Contract Services $33,926 $34,762 $22,856 $39,856 Cost Allocation $70,741 $28,441 $- $- Contingencies $- $- $4,402 $6,740 Total Expenditures $562,213 $530,843 $685,842 $708,955 Fund Balance $- $- $- $- General Fund Costs $440,394 $269,970 $685,842 $708,955 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget COMMUNICATIONS OFFICER 0.75 0.75 0.85 0.85 COMMUNITY OUTREACH 1.20 1.20 1.20 1.20 SPECIALIST DEPUTY CITY MANAGER 0.10 0 0 0 SR OFFICE ASSISTANT 1.10 0.70 0.90 0.90 Total 3.15 2.65 2.95 2.95 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Administration 250 Multimedia Budget Unit 100-12-305 General Fund-City Manager-Multimedia Budget at a Glance 2022 Adopted Budget Total Revenues $414,196 Total Expenditures $916,347 Fund Balance $- General Fund Costs $502,151 %Funded by General Fund 54.8% Total Staffing 3.0 FTE Program Overview In FY 2020-21, this program transferred from Innovation Technology to the City Manager's Office. Historical data can be found under Budget Unit 100-31-305. The primary goal of the Multimedia Division is to increase public awareness, interest, understanding, and participation in the issues, programs, and services presented by the City of Cupertino. The staff promotes City services and programs through its 24/7 government access channel, radio station, digital signage network, City website, and numerous online video platforms. In addition, the video staff provides multimedia production services and technical support for all City departments.Multimedia staff also oversees the design,maintenance,and engineering of the City's broadcast and audiovisual systems. Service Objectives Multimedia staff works together to manage and maintain the following city services: . City Channel,the government access television channel which provides 24/7 information to Cupertino residents, includes full coverage of city meetings, community events, town hall forums, press conferences,election coverage, and local speaker series, as well as educational programming and state government affairs programming • Webcasting and video on demand services for live streaming city meetings, events and other programs of interest • Radio Cupertino for emergency and community information for public service announcements,traffic alerts, and weather forecasts . Digital signage to promote city programs and events via electronic displays in city facilities • Multimedia production services and maintenance of city video equipment Adopted Budget On June 15, City Council approved a budget of $916,347 for the Multimedia program. This represents an increase of$150,891 (19.7%)from the FY 2020-21 Adopted Budget. FY 2021-22 Adopted Budget Administration 251 The increase in employee compensation is due to part-time multimedia staff.The increase in contract services is due to an EOC control system upgrade and an upgrade to the Radio Cupertino computer system (PC)that manages the software for both recording and on-air playback. The upgrade to the Radio Cupertino computer system can be 100% funded from the City's PEG fund as it also relates to the City's City Channel playback audio system. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Emergency EOC Control 000 General Fund operations center System Upgrade $15,000 $15, technology enhancement Radio Windows 10 Radio Cupertino Replacement $10,000 $10,000 General Fund system upgrade Total $25,000 $25,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $- $- $293,110 $414,196 Total Revenues $- $- $293,110 $414,196 Expenditures Employee Compensation $- $- $397,965 $500,123 Employee Benefits $- $- $ 178,244 $215,203 Materials $- $- $55,769 $60,521 Contract Services $- $- $94,228 $110,597 Special Projects $- $- $35,500 $25,000 Contingencies $- $- $3,750 $4,903 Total Expenditures $- $- $765,456 $916,347 Fund Balance $- $- $- $- General Fund Costs $- $- $472,346 $502,151 FY 2021-22 Adopted Budget Administration 252 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget MULTIMEDIA COMMUNICATIONS 0 0 3.00 3.00 SPEC Total 0 0 3.00 3.00 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Administration 253 Public Access Support Budget Unit 100-12-307 General Fund-City Manager-Public Access Support Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $79,531 Fund Balance $- General Fund Costs $79,531 %Funded by General Fund 100.0% Total Staffing FTE Program Overview The City assists in the funding of the KMVT Community Access Television Program. Service Objectives • Encourage Cupertino-based individuals and groups to use the community television production facilities for the purpose of expressing their interests, concerns, and ideas in a socially responsible manner. • Provide professional training in hands-on video production by providing access to television equipment,computers,and software that would be otherwise out of reach of the average person. . Provide workshops on all aspects of television production--including how to run a video camera, photography,editing,visual effects,social media,podcasting,and video blogging. • Assist individuals and community groups to develop and produce programs for broadcast on the community access channel. Adopted Budget On June 15, City Council approved a budget of $79,531 for the Public Access Support program. This represents a decrease of$489(-0.6%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from the prior fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administration 254 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Contract Services $- $- $75,120 $75,120 Cost Allocation $- $- $3,022 $2,533 Contingencies $- $- $ 1,878 $1,878 Total Expenditures $- $- $80,020 $79,531 Fund Balance $- $- $- $- General Fund Costs $- $- $80,020 $79,531 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Administration 255 Community Outreach and Neighborhood Watch Budget Unit 100-12-632 General Fund-City Manager-Community Outreach and Neighborhood Watch Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $171,892 Fund Balance $- General Fund Costs $171,892 %Funded by General Fund 100.0% Total Staffing 0.8 FTE Program Overview Community Outreach programs facilitate communication and enhance cultural understanding in Cupertino neighborhoods. Block Leaders are instrumental in building connected communities, delivering timely and pertinent information to neighbors, and providing input to the City. Neighborhood Watch enhances public safety by providing crime prevention information to local businesses and residents. The program promotes an active relationship between the community and the Sheriff's Office. Service Objectives • Aid in the development,implementation,and coordination of City programs and community-building activities designed to bring Cupertino neighborhoods together. • Coordinate and disseminate useful and important information to Cupertino residents through regular meetings and communications that build relationships and strengthen neighborhoods. . Facilitate collaboration with Emergency Preparedness and Neighborhood Watch programs. • Train residents to connect and organize neighbors and neighborhoods. • Get Block Leaders involved in the Parks and Recreation System Master Plan. . Create and implement Neighborhood Watch meetings and groups. • Disseminate important City news and safety information. . Organize and conduct annual National Night Out initiative. Adopted Budget On June 15, City Council approved a budget of $171,892 for the Community Outreach and Neighborhood Watch program.This represents a decrease of$19,931 (-10.4%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from the prior fiscal year. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Administration 256 Special Project Appropriation Revenue Funding Source Description Strategic Goal City Work Program: Revamping Revamping the Block Leader program to Public and $1,500 $1,500 General Fund encourage and Engagement and Neighborhood allow broad Transparency Watch Program participation, and consider neighborhood councils. Total $1,500 $1,500 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues $- $- $- $- Expenditures Employee Compensation $68,853 $104,593 $90,970 $55,908 Employee Benefits $21,550 $37,535 $32,425 $34,044 Materials $9,450 $3,346 $11,272 $11,386 Cost Allocation $29,357 $43,100 $56,874 $68,769 Special Projects $- $- $- $1,500 Contingencies $- $- $282 $285 Total Expenditures $129,210 $188,574 $191,823 $171,892 Fund Balance $- $- $- $- General Fund Costs $129,210 $1881574 $191,823 $171,892 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administration 257 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget COMMUNITY RELATIONS 0.75 0.75 0.75 0.75 COORD Total 0.75 0.75 0.75 0.75 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Administration 258 Office of Emergency Management Budget Unit 100-12-633 General Fund-City Manager-Office of Emergency Management Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $694,734 Fund Balance $- General Fund Costs $694,734 %Funded by General Fund 100.0% Total Staffing 2.0 FTE Program Overview The mission of the Office of Emergency Management is to lead and direct the City in prevention,preparation, mitigation,response,and recovery from all emergencies,hazards,incidents,and events. Service Objectives • Develop and implement the goals and objectives of Cupertino's Office of Emergency Management. . Maintain the City's Emergency Operations Center(EOC)in a perpetual state of operational readiness. • Support Citizen Corps including the Block Leader Program, Neighborhood Watch, Community Emergency Response Team (CERT), Cupertino Amateur Radio Emergency Service (CARES), and Medical Reserve Corps(MRC). • Prepare, test, and revise emergency response and recovery policies, plans, and procedures in compliance with the California Emergency Services Act, the Standardized Emergency Management System(SEMS),and the National Incident Management System(NIMS). • Coordinate training of City staff in personal preparedness,SEMS/NIMS,and EOC functions. . Maintain effective liaison with local, state, and national emergency management organizations and/or allied disaster preparedness and response agencies. Adopted Budget On June 15, City Council approved a budget of$694,734 for the Office of Emergency Management program. This represents an increase of$299,131 (75.6%)from the FY 2020-21 Adopted Budget. This increase in compensation and benefits expenses is primarily due to a request to add a full-time Emergency Services Analyst. This better reflects the time needed to develop a comprehensive emergency management program for all hazards, including earthquakes, wildfires, flooding, and COVID-19. Additionally, this proposed budget includes the proposed City Work Program item, Personal Preparedness Campaign. FY 2021-22 Adopted Budget Administration 259 Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Strategic Goal City Work Personal Program: Public Preparedness $10,000 $10,000 General Fund Personal Engagement and Campaign preparedness Transparency kits Total $10,000 $10,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $1,300 $- $- $- Total Revenues $1,300 $- $- $- Expenditures Employee Compensation $80,231 $126,289 $165,751 $305,225 Employee Benefits $24,121 $37,900 $52,268 $139,281 Materials $15,746 $27,158 $40,475 $42,799 Contract Services $- $320 $7,100 $7,139 Cost Allocation $60,802 $106,193 $128,820 $188,792 Special Projects $- $- $- $10,000 Contingencies $- $- $1,189 $1,498 Total Expenditures $180,900 $297,860 $395,603 $694,734 Fund Balance $- $- $- $- General Fund Costs $179,600 $297,860 $395,603 $694,734 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administration 260 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget EMERGENCY MANAGEMENT 0 0 0 1.00 ANALYST EMERGENCY MANAGER 1.00 1.00 0.95 0.95 Total 1.00 1.00 0.95 1.95 An Emergency Services Analyst was added in FY 2021-22. The additional position will enhance the City of Cupertino's ability to conduct comprehensive emergency management planning and response to all hazards. This position will primarily assist with planning processes and training to address a whole community approach and engage with others within the City,external partner agencies,and the general public. FY 2021-22 Adopted Budget Administration 261 Economic Development Budget Unit 100-12-705 General Fund-City Manager-Economic Development Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 0.0 FTE Program Overview In FY 2021-22, this program was transferred to the Community Development Department. A complete discussion of this program can be found under Budget Unit 100-71-705. This program will remain in order to maintain historical data, however once all prior year data as listed in the table below is$0, this program will be removed. Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administration 262 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $63,749 $40,726 $- $- Employee Benefits $18,332 $14,011 $1,221 $- Materials $20,163 $42,055 $54,995 $- Contract Services $45,272 $213,350 $316,900 $- Cost Allocation $25,257 $32,159 $50,406 $- Special Projects $2,500 $11,667 $- $- Contingencies $- $- $6,972 $- Total Expenditures $175,273 $353,968 $430,494 $- Fund Balance $- $- $- $- General Fund Costs $175,272 $353,968 $430,494 $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ECONOMIC DEVELOPMENT 1.00 1.00 1.00 0 MANAGER Total 1.00 1.00 1.00 0 In FY 2021-22, the Economic Development Manager position was transferred to the Community Development Department. FY 2021-22 Adopted Budget Administration 263 City Clerk Budget Unit 100-13-130 General Fund-City Clerk-City Clerk Budget at a Glance 2022 Adopted Budget Total Revenues $144,551 Total Expenditures $603,333 Fund Balance $- General Fund Costs $458,782 %Funded by General Fund 76.0% Total Staffing 2.5 FTE Program Overview The City Clerk's office responsibilities include administrative duties associated with the City Council's agenda and actions; publishing legal notices; posting notice of all commission vacancies; processing codification of City's Municipal Code; records management; compliance with Public Records Act requests; and provides partial mail service for all City Departments. Service Objectives • Ensure compliance with the Brown Act open meetings requirements,Maddy Act Commission vacancy requirements and the Public Records Act, to accurately process documents and maintain a records management system that facilitates timely access to information, including digital access to City records. • Provide complete,accurate and timely information to the public,staff and City Council. . Respond to internal routing requests within two working days;respond to internal requests requiring archival research within five working days. . Respond to Public Record Act requests within the time specified by State law. . Provide a digital City Council packet to members of the City Council and staff for use on mobile devices. • Process and sort routine incoming and outgoing mail and packages daily for each department. Adopted Budget On June 15, City Council approved a budget of $603,333 for the City Clerk program. This represents an increase of$89,566(17.4%)from the FY 2020-21 Adopted Budget. Increases in employee compensation are primarily due to part-time staffing and negotiated salary increases. FY 2021-22 Adopted Budget Administration 264 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $63,559 $65,544 $91,584 $144,551 Total Revenues $63,559 $65,544 $91,584 $144,551 Expenditures Employee Compensation $347,154 $294,834 $311,593 $384,695 Employee Benefits $118,002 $107,721 $ 141,916 $143,987 Materials $23,452 $37,326 $24,609 $35,382 Contract Services $42,893 $44,336 $34,179 $37,448 Cost Allocation $47,103 $34,341 $- $- Contingencies $- $- $1,470 $1,821 Total Expenditures $578,604 $518,558 $513,767 $603,333 Fund Balance $- $- $- $- General Fund Costs $515,045 $4531015 $422,183 $458,782 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget CITY CLERK 1.00 1.00 1.00 1.00 DEPUTY CITY CLERK 1.00 1.00 1.00 1.00 EXEC ASST TO THE CITY 0.50 0.50 0.50 0 COUNCIL SR OFFICE ASSISTANT 0 0.50 0.50 0.50 Total 2.50 3.00 3.00 2.50 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Administration 265 Duplicating and Mail Services Budget Unit 100-13-132 General Fund-City Clerk-Duplicating and Mail Services Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $47,794 Fund Balance $- General Fund Costs $47,794 %Funded by General Fund 100.0% Total Staffing 0.0 FTE Program Overview The Duplicating and Mail budget provides paper, envelope, and postage supplies Citywide, and is responsible for the maintenance costs of the postage and folder-inserter machines. Service Objectives Supply paper, envelope, and postage Citywide and maintain postage and folder-inserter machines. Adopted Budget On June 15, City Council approved a budget of$47,794 for the Duplicating and Mail Services program. This represents a decrease of$28,018(-37.0%)from the FY 2020-21 Adopted Budget. The decrease is due to a decrease in cost allocation expenses. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administration 266 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $25,683 $- $- $- Employee Benefits $10,028 $216 $- $- Materials $36,055 $30,750 $36,050 $36,410 Contract Services $8,121 $6,065 $5,900 $5,959 Cost Allocation $21 $- $32,813 $4,366 Special Projects $23,368 $- $- $- Contingencies $- $- $1,049 $ 1,059 Total Expenditures $103,276 $37,031 $75,812 $47,794 Fund Balance $- $- $- $- General Fund Costs $103,277 $37,032 $75,812 $47,794 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget SR OFFICE ASSISTANT 0.40 0 0 0 Total 0.40 0 0 0 FY 2021-22 Adopted Budget Administration 267 Elections Budget Unit 100-13-133 General Fund-City Clerk-Elections Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $ 147 Fund Balance $- General Fund Costs $147 %Funded by General Fund 100.0% Total Staffing FTE Program Overview The City Clerk's office administers the legislative process including management of local elections and filings of Fair Political Practices Commission documents. Service Objectives • Administer elections and Fair Political Practices Commission filings in compliance with State law. • Conduct a local election in even-numbered years and ballot measure elections as necessary, in compliance with the California Elections Code. • Facilitate timely filing of required and voluntary documentation from candidates and election committees, including Nomination Papers, Candidate Statements of Qualification, Campaign Financial Disclosure Statements,and Statements of Economic Interest,as well as candidate biographies and photographs. . Make election-related information available to the public and news media in a timely manner. Adopted Budget On June 15, City Council approved a budget of$147 for the Elections program. This represents a decrease of $160,444(-99.9%)from the FY 2020-21 Adopted Budget. The decrease is because there are no elections this fiscal year.Elections occur every 2 years. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administration 268 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Miscellaneous Revenue $ 11,398 $- $- $- Total Revenues $11,398 $- $- $- Expenditures Materials $6,766 $58 $6,947 $- Contract Services $ 101,710 $- $150,000 $- Cost Allocation $- $- $1,595 $147 Contingencies $- $- $2,049 $- Total Expenditures $108,476 $58 $160,591 $147 Fund Balance $- $- $- $- General Fund Costs $97,078 $58 $160,591 $147 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Administration 269 City Manager Contingency Budget Unit 100-14-123 General Fund-City Manager Discretionary-City Manager Contingency Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $75,000 Fund Balance $- General Fund Costs $75,000 %Funded by General Fund 100.0% Total Staffing FTE Program Overview The City Manager Contingency program was established to meet citywide unexpected expenses that may occur during the year. In FY 2013-14, a Contingencies expenditure category was added to each General Fund program to serve as a contingency for any unexpected expenditures that might occur during the year. In FY 2020-21, program contingencies were reduced from 5% of budgeted General Fund materials and contract services to 2.5%. Program contingencies have been allocated proportionately among operating programs based on each program's share of General Fund budget for materials and contract services.The City Manager Contingency is a second level of contingency established for unexpected expenditures that may occur over the program contingency. In FY 2020-21, City Manager contingencies were also reduced from 5% of budgeted General Fund materials and contract services to 2.5%. In FY 2021-22, City Manager contingencies were further reduced to$75,000. This brings total contingencies for the General Fund to approximately 2.5% of budgeted materials and contract services. This percentage is below best practices adopted by the Governmental Accounting Standards Board (GASB) which recommended 5-15% contingency. Program contingency budgets may be used to cover unanticipated program expenses at the department's discretion, while use of the City Manager Contingency will require City Manager approval. The Sheriff's and City Attorney services contracts are excluded from the contingency calculation. Adopted Budget On June 15, City Council approved a budget of $75,000 for the City Manager Contingency program. This represents a decrease of$476,827(-86.4%)from the FY 2020-21 Adopted Budget. The City Manager Contingency budget is decreasing to better align with historic use. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administration 270 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Materials $45,320 $743 $- $- Contingencies $- $- $551,827 $75,000 Total Expenditures $45,320 $743 $551,827 $75,000 Fund Balance $- $- $- $- General Fund Costs $45,320 $743 $551,827 $75,000 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Administration 271 City Attorney Budget Unit 100-15-141 General Fund-City Attorney-City Attorney Budget at a Glance 2022 Adopted Budget Total Revenues $542,945 Total Expenditures $1,943,655 Fund Balance $- General Fund Costs $1,400,710 %Funded by General Fund 72.1% Total Staffing 1.0 FTE Program Overview The City Attorney is appointed by the City Council to manage the legal affairs of the City, including the operation of the City Attorney's Office. The City Attorney's Office provides all legal services that are needed to support the City Council,City Commissions,City Manager,department directors,and City staff. Service Objectives The mission of the City Attorney's Office is to protect and defend the City by all legal and ethical means and to provide the municipal corporation with high-quality legal service and advice. These legal services include the following: • Prosecute and defend the City in any legal action such as civil matters involving personal injury or property damage,code enforcement,or any administrative action arising out of City business. • Manage all liability claims filed against the City including investigation and disposition. . Attend City Council,Planning Commission,and other public meetings as requested. • Prepare and review proposed legislation including ordinances and resolutions. • Draft and/or review contracts,agreements,and other legal documents. . Conduct legal research and analysis,and prepare legal memoranda. • Provide legal support for special projects,among other things. Adopted Budget On June 15, City Council approved a budget of$1,943,655 for the City Attorney program. This represents a decrease of$92,749(4.6%)from the FY 2020-21 Adopted Budget. The following table shows contract attorney service for fiscal year. FY 2021-22 Adopted Budget Administration 272 Legal Services Appropriation General City Attorney Services $1,095,000 Specialized Attorney Services $480,000 Litigation and Related Services $190,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $ 194,351 $409,873 $551,138 $542,945 Total Revenues $194,351 $409,873 $551,138 $542,945 Expenditures Employee Compensation $362,534 $ 105,757 $ 109,780 $ 113,073 Employee Benefits $154,584 $48,857 $56,967 $60,993 Materials $24,830 $10,966 $4,543 $4,589 Contract Services $1,594,465 $2,251,589 $ 1,865,000 $ 1,765,000 Cost Allocation $93,953 $68,244 $- $- Contingencies $- $- $114 $- Total Expenditures $2,230,366 $2,485,413 $2,036,404 $1,943,655 Fund Balance $- $- $- $- General Fund Costs $2,036,016 $2,075,540 $1,485,266 $1,400,710 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget LEGAL SERVICES MANAGER 1.00 1.00 1.00 1.00 Total 1.00 1.00 1.00 1.00 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Administration 273 This page intentionally left blank. FY 2021-22 Adopted Budget Administration 274 Law Enforcement FY 2021-22 Adopted Budget Law Enforcement 275 This page intentionally left blank. FY 2021-22 Adopted Budget Law Enforcement 276 Department Overview Budget Units Budget Unit Program 2022 Adopted Budget Law Enforcement $15,756,350 100-20-200 Law Enforcement $15,706,972 100-20-201 Interoperability Project $49,378 100-20-202 Code Enforcement $- Total $15,756,350 FY 2021-22 Adopted Budget Law Enforcement 277 Budget at a Glance 2022 Adopted Budget Total Revenues $887,259 Total Expenditures $15,756,350 Fund Balance $- General Fund Costs $14,869,091 %Funded by General Fund 94.4% Total Staffing FTE Organization Captain Rich Urena,Office of the Sheriff Law Enforcement (Contracted) FY 2021-22 Adopted Budget Law Enforcement 278 Performance Measures Goal:Maintain a safe environment to live,work,learn and play. Benefit:All members of the community are safe,informed,empowered and supported. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Response time for emergency calls Priority 1 4.39 3.51 3.1 5 minutes Priority 2 6.23 6.37 5.96 9 minutes Priority 3 12.11 11.96 12.05 20 minutes %programs maintaining minimum attendance Teen Academy 72% 83% 0% 80% Citizen Academy 92% 65% 0% 80% FY 2021-22 Adopted Budget Law Enforcement 279 Workload Indicators Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Total Priority 1 Calls 67 57 12 Total Priority 2 Calls 4,185 3,917 1,524 Total Priority 3 Calls 5,014 4,909 2,228 Total Teen/Community Academy 41 76 0 Participants Adopted Budget On June 15, City Council approved a budget of $15,756,350 for the Law Enforcement department. This represents an increase of$963,902(6.5%)from the FY 2020-21 Adopted Budget. FY 2021-22 Adopted Budget Law Enforcement 280 Adopted Expenditures by Division ■ Law Enforcement 11 1'. hh,ML Department Expenditure History $15.8M $14.8M $14.2 M $13.1M 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget FY 2021-22 Adopted Budget Law Enforcement 281 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $148,747 $155,948 $100,000 $- Charges for Services $352,944 $753,798 $- $- Fines and Forfeitures $320,922 $200,105 $200,000 $- Miscellaneous Revenue $561,271 $796,826 $837,328 $887,259 Total Revenues $1,383,884 $1,906,677 $1,137,328 $887,259 Expenditures Employee Compensation $81,099 $- $- $- Employee Benefits $38,072 $- $- $- Materials $54,519 $43,729 $53,357 $53,891 Contract Services $12,884,671 $14,049,296 $14,614,029 $15,534,026 Cost Allocation $50,370 $58,388 $123,731 $168,433 Contingencies $- $- $1,331 $- Total Expenditures $13,108,731 $14,151,413 $14,792,448 $15,756,350 Fund Balance $- $- $- $- General Fund Costs $11,724,848 $12,244,735 $13,655,120 $14,869,091 Staffing There is no staffing associated with this department. FY 2021-22 Adopted Budget Law Enforcement 282 Law Enforcement Budget Unit 100-20-200 General Fund-Law Enforcement-Law Enforcement Budget at a Glance 2022 Adopted Budget Total Revenues $887,259 Total Expenditures $15,706,972 Fund Balance $- General Fund Costs $14,819,713 %Funded by General Fund 94.4% Total Staffing FTE Program Overview The Law Enforcement program provides law enforcement, emergency communications, School Resource Officers, and the Youth Probation Program. Law enforcement services are provided by the Santa Clara County Sheriff's Office, while communications services are provided by the Santa Clara County General Services Administration. The County's Youth Probation Program, also managed by the Sheriff's Office, is funded through a partnership with the Cupertino Union School District and the City of Cupertino. Other services include general law enforcement (patrol), traffic enforcement and investigation, detective services, and additional resources from specialized units. The State allocates the Citizens Option for Public Safety(COPS) grant to cities and counties for front-line law enforcement purposes. Funding is allocated proportionately based on population size with a minimum allocation of $100,000 per jurisdiction. This grant will be used to partially offset the cost of a second School Resource Officer that was added in the FY 2017 school year. Service Objectives • Protect life and property through innovative and progressive policing methods. • Respond to Priority 1 emergency situations within an average of fewer than five 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. Adopted Budget On June 15, City Council approved a budget of $15,706,972 for the Law Enforcement program. This represents an increase of$963,791 (6.5%)from the FY 2020-21 Adopted Budget. This budget program increases annually based on the effective contract with Santa Clara County Sheriff's Office.The contract services increases by consumer price index(CPI)+2%+retirement cost increases. FY 2021-22 Adopted Budget Law Enforcement 283 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $148,747 $155,948 $ 100,000 $- Charges for Services $352,631 $753,798 $- $- Fines and Forfeitures $255,217 $200,105 $200,000 $- Miscellaneous Revenue $561,271 $796,826 $837,328 $887,259 Total Revenues $1,317,866 $1,906,677 $1,137,328 $887,259 Expenditures Materials $50,703 $43,729 $53,357 $53,891 Contract Services $12,805,201 $14,049,296 $14,565,490 $15,485,487 Cost Allocation $41,818 $57,618 $123,003 $167,594 Contingencies $- $- $1,331 $- Total Expenditures $12,897,722 $14,150,643 $14,743,181 $15,706,972 Fund Balance $- $- $- $- General Fund Costs $11,579,857 $12,243,965 $13,605,853 $14,819,713 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Law Enforcement 284 Interoperability Project Budget Unit 100-20-201 General Fund-Law Enforcement-Interoperability Project Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $49,378 Fund Balance $- General Fund Costs $49,378 %Funded by General Fund 100.0% Total Staffing FTE Program Overview The Silicon Valley Regional Interoperability Authority (SVRIA) was formed under the Joint Exercise of Powers Act (JPA) to provide interoperable communications solutions to its members. The SVRIA represents the interests of all public safety agencies in Santa Clara County through its members. It services the Santa Clara Operational Area which includes the County of Santa Clara, its fifteen cities and towns, and all special districts. Service Objectives SVRIA exists to identify, coordinate, and implement communications interoperability solutions to its member agencies. The purpose of these projects is to seamlessly integrate voice and data communications between law enforcement, the fire and rescue service, emergency medical services, and emergency management for routine operations, critical incidents, and disaster response and recovery. Adopted Budget On June 15, City Council approved a budget of $49,378 for the Interoperability Project program. This represents an increase of$111 (0.2%)from the FY 2020-21 Adopted Budget. This budget program is remaining relatively unchanged over the previous fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Law Enforcement 285 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Contract Services $- $- $48,539 $48,539 Cost Allocation $ 1,059 $770 $728 $839 Total Expenditures $1,059 $ 770 $49,267 $49,378 Fund Balance $- $- $- $- General Fund Costs $1,059 $ 770 $49,267 $49,378 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Law Enforcement 286 Code Enforcement Budget Unit 100-20-202 General Fund-Law Enforcement-Code Enforcement Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview In FY 2018-19, this program was transferred to a new Code Enforcement division in Planning and Community Development as part of a department reorganization. A complete discussion of this program can be found under Budget Unit 100-74-202. This program will remain in order to maintain historical data. Once all prior year data as listed in the table below is$0,this program will be removed. Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Law Enforcement 287 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $313 - Fines and Forfeitures $65,705 - Total Revenues $66,018 - Expenditures Employee Compensation $81,099 - Employee Benefits $38,072 - Materials $3,816 - Contract Services $79,470 - Cost Allocation $7,493 - Total Expenditures $209,950 - Fund Balance $- - General Fund Costs $143,932 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Law Enforcement 288 Innovation and Technology FY 2021-22 Adopted Budget Innovation and Technology 289 This page intentionally left blank. FY 2021-22 Adopted Budget Innovation and Technology 290 Department Overview Budget Units Budget Unit Program 2022 Adopted Budget I&T Administration $269,624 610-30-300 Innovation&Technology Administration $269,624 Video $- 100-31-305 Video $- 100-31-307 Public Access Support $- Applications $2,369,287 100-32-308 Applications $2,369,287 Infrastructure $2,202,453 610-34-310 Infrastructure $2,202,453 GIS $1,424,906 610-35-986 GIS $ 1,424,906 Total $6,266,270 FY 2021-22 Adopted Budget Innovation and Technology 291 Budget at a Glance 2022 Adopted Budget Total Revenues $4,572,658 Total Expenditures $6,266,270 Fund Balance $(745,302) General Fund Costs $948,310 %Funded by General Fund 15.1% Total Staffing 11.9 FTE Organization Bill Mitchell,Chief Technology Officer Chief Technology Officer Administrative Assistant Applications GIS Infrastructure Manager Manager Manager Business Systems Business Systems Network Specialist Analyst(2) Analyst Applications Asset Management IT Technician Specialist P/T(2) Technician (2) FY 2021-22 Adopted Budget Innovation and Technology 292 Performance Measures Goal: Provide superior delivery of information and technology services to city employees and constituents while continually enhancing levels of engagement. Benefit: Integrated information services enable customer access to the tools and information they need,when and where they need it. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target GIS:Increase Open Data average site visits 210 1504 895 300 per month GIS: %of time spent Developing Applications/%of time Maintaining Not tracked 10%/90% 11%/89% 35%/65% applications GIS:Met Requests within SLA(map,data, Web maps,Cityworks,schema,other) Not Tracked 287 130 300 completed GIS:Increase Property Information (Internal/External)site visits per month 420/383 665/2671 369/1588 610/440 GIS:Cityworks utilization-#of assets Cupertino maintains vs#of assets maintained in Cityworks.Also the% 40/27 40/31 40/31 40/40 increase of work units completed(WOs, -3% 70% 20% 20% INSP,SRs) Infrastructure:Percentage based upon ° o number of scheduled projects/Number of Not tracked 4/5 13/3° 100% projects completed on time Infrastructure:Percentage based upon number of HelpDesk tickets/SLA Not tracked 93% 92% 90% measurements Infrastructure:%Customer satisfaction 99.1/°° 100% based upon Satisfaction Rate from helpdesk Not tracked 110/111 50/50 85% tickets Infrastructure:%of network uptime(not Not tracked 99.9% 100% 99% including planned maintenance) Applications:%of citywide-enterprise application project management performed 95% 96% 95% 95% on time and on budget Applications:Number of website visits/hitsl 1,615,799 1,624,377 800,164 1,500,000 FY 2021-22 Adopted Budget Innovation and Technology 293 Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Applications:Number of support request for the applications support per month Not tracked 45 65 20 Video2 1 Corrected to include total number of visits/hits 2 Video Division Performance Measures can be found in the Administration Department FY 2021-22 Adopted Budget Innovation and Technology 294 Workload Indicators Applications Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Enterprise Programs Support& Not tracked 2,500 hours 1,900 hours Maintenances Application Developmentz Not tracked 1,500 hours 800 hours Percentage of Project Management Performed on Time and Budget for Citywide 96% 95% 95% Applications iThe Application division is responsible for supporting enterprise business platforms like ERP, Land Management System,Recreation System, City Digital Records, City Website and many programs like Admin Services digital transformation, citywide permitting,licensing and enforcement solutions.All these programs and services require constant enhancements, support and maintenance. The related tasks may range from providing staff user access to these platforms to issues that may require intensive programming and configurations to resolve. Troubleshooting existing or building new application configuration rules and parameters based on the current business process or new requirements. Creating custom application workflows in back office enterprise platforms like Accela, and New World to configuring business processes and integrating these enterprise software systems. Some issues require working and coordinating with software vendors to identify and resolve business workflows and other operational related problems. Application integrations is a big solution in providing end to end business solutions. Coordinating the scheduling of corrective patches and upgrades between vendors and staff. 2Applications division creates custom software solutions like Bid Management solution and Permit Parking software solutions. Application development for these kind of software solution goes through all stages of Software Development Life Cycle (SDLC) of Requirement-gathering, Analysis, Designing, Coding, Testing and Deployment of these custom software solutions. The Application team works with various city department and other key stakeholders during phases of SDLC. Application staff gather business requirements,participate in a variety of system user and work groups to identify user needs and operational, programmatic, and or regulatory changes affecting application requirements and other related issues. Perform software application coding, building system integration and interfaces between applications. Perform end user application tests for functionality and usability. Writing test scripts based on business processes.Perform system tests,integration test and performance(volume)tests. 3This measure involves the task of project research and communications, project charter creation, creating or reviewing statement of work, contractor research and selection process, activity and resource planning, creation of work breakdown structure,team building,time management, deliverable management, customer satisfaction,risk management,communication management,project closeout process and documentation. FY 2021-22 Adopted Budget Innovation and Technology 295 Infrastructure Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Percentage of helpdesk requests completed 93% 92% 92% 48 hours or lessi %of network uptime2 99.9% 99.9% 100% % 167% Number of IT Projects Completeds 4/5 80% 100 00 5/3 lInfrastructure is responsible for the acquisition, maintenance and support of all computer hardware necessary for the City's leading edge network(server, storage, switch, security, appliance) and end user(PC, tablet,VoIP Devices,Smartphones)services. Exemplary customer service coupled with highly skilled staff is the trademark of this team. 2Ensuring the City's vast network environment meets Business Continuity and Disaster Recovery requirements is a major responsibility of Infrastructure. Two geographically diverse data centers connected with a high speed Ethernet connection that traverses over 1000 miles provides this much needed service. 24x7 monitoring is done via a plethora of tools and contract services managed by Infrastructure. sPC based applications such as Microsoft Office, Team Collaboration, Adobe, Softphone, Antivirus, Teleconferencing and many more are procured,configured,maintained and supported. Citywide education of these products as well as end user security is the responsibility of Infrastructure which ensures a skilled City staff that know how to utilize software efficiently and securely. GIS Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec 460/tracking is still 250/tracking is Hours Spent Web Application Developments Not tracked being refined.This still being refined. is not an accurate This is not an account. accurate account Map,Data,Analysis,Report,Application Configuration Requests,Workflow Not tracked 422 176 Enhancements Completed Requests2 Number of I&T workplan projects 100% 70% completeds Not tracked 11/11 7/10 GIS Training staff on all things GIS-GIS capabilities,how to use applications, demoing the GIS tools City staff have Not tracked Not tracked Not tracked available to them,etc. FY 2021-22 Adopted Budget Innovation and Technology 296 iThe GIS Division builds web applications for staff to use as a tool in their daily workflows. The web application Property Info is a great example of this. Staff use it to review properties for development-select a property see all the associated layers of data, and access any related laserfiche documents. Property info is the main web mapping application staff use so we are constantly making improvements based on requests or new advancements in web development, or available widgets. We also create a number of web applications for the public https://www.cupertino.org/online-services/open-government-data/city-maps/web-maps-and- applications everything from the service finder that give residents a one stop shop of all City services to the CIP story map that give the public a visually appealing way to quickly interpret what capitol improvement projects are scheduled this year,where the project is located,what the project entails,and current status. 2GIS receives requests from staff and sometimes Commissioners, Sheriffs office, City Council members... These requests range from hard copy maps(ex. Update a zoning designation and print all new zoning maps) to interactive web maps (ex. PW had a consultant evaluate a section of Regnart Rd and Chad asked us to create a web map with the data point locations and associate photos), data request(ex.how many Trees were trimmed this year), Data changes (ex. can I see this layer symbolized by status and added to property info application), crystal report requests (ex. fleet wants a report that shows how many times each vehicle has a repair work order based on a dynamic timeframe), to application modifications (ex. the Tree Division is tasked with mediating a tree virus issue and they would like a new work order type so they can track the problem over time or Planning had us create a layer for private trees and then add it to the Property info application.) Evaluating staff use of an application and implementing ways to streamline that workflow. Reduce the number of steps to performing a task by configuring/coding an application in a way that eliminates redundancies. We are also asked to configure GIS for enterprise applications such as Accela and ActiveNet. sProject research and communications, project charter creation, SOW creation, contractor research and selection process, activity & resource planning/work breakdown structure, team building and motivation, time management, deliverable management, ensuring customer satisfaction, risk management, communication management,project closeout process,documentation Multimedia Division Multimedia Division Workload Indicators can be found in the Administration Department Adopted Budget On June 15, City Council approved a budget of $6,266,270 for the Innovation and Technology department. This represents an increase of$770,492(14.0%)from the FY 2020-21 Adopted Budget. FY 2021-22 Adopted Budget Innovation and Technology 297 Adopted Expenditures by Division •. ■ Applications Infrastructure ■ GIS I&T Administration Video Department Expenditure History $7.43M $6.52M $6.27M $5.50M 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget FY 2021-22 Adopted Budget Innovation and Technology 298 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $13,496 $- $- $- Charges for Services $3,765,092 $2,739,704 $3,989,234 $4,572,658 Total Revenues $3,778,588 $2,739,704 $3,989,234 $4,572,658 Expenditures Employee Compensation $2,060,331 $2,193,929 $1,935,740 $2,072,164 Employee Benefits $818,248 $1,039,353 $786,454 $857,214 Materials $1,200,801 $1,611,936 $1,700,226 $1,716,016 Contract Services $917,642 $839,759 $458,179 $523,600 Cost Allocation $1,295,911 $1,437,210 $246,932 $303,672 Special Projects $230,769 $310,676 $320,000 $721,660 Contingencies $- $- $48,247 $71,944 Total Expenditures $6,523,702 $7,432,863 $5,495,778 $6,266,270 Fund Balance $257,917 $(1,072,796) $ (588,048) $ (745,302) General Fund Costs $3,003,035 $3,620,365 $918,496 $948,310 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Innovation and Technology 299 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 1.00 0.95 0.95 0.95 APPLICATIONS MANAGER 1.00 1.00 1.00 1.00 ASSET MANAGEMENT TECHNCIAN 1.00 1.00 1.00 1.00 BUSINESS SYSTEMS ANALYST 2.00 3.00 3.00 3.00 CHIEF TECHNOLOGY OFFICER 1.00 1.00 0.98 0.98 FACILITY ATTENDANT 0.05 0 0 0 GIS ANALYST 1.00 1.00 1.00 1.00 GIS MANAGER 1.00 1.00 1.00 1.00 INFRASTRUCTURE MANAGER 1.00 1.00 1.00 1.00 I.T.ASSISTANT 3.00 2.00 2.00 2.00 MULTIMEDIA COMMUNICATIONS 3.00 3.00 0 0 SPEC Total 15.05 14.95 11.93 11.93 FY 2021-22 Adopted Budget Innovation and Technology 300 Innovation & Technology Administration Budget Unit 610-30-300 Information Technology-I&T Administration-Innovation&Technology Administration Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $269,624 Fund Balance $(269,624) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 0.5 FTE Program Overview The Innovation&Technology Department Administration Division is responsible for the strategic planning, governance, policy setting, and leadership in the use of digital services for the City. The services include a state of the art network which provides transport for best of class business applications, e.g., financial, land management, recreation, asset management, HR, e-commerce and work order management. Additionally, Administration ensures oversight of budget, tactical plans, succession planning, partnership development (internal/external) and staffing. Procurement and budget monitoring are also responsibilities of Administration. Service Objectives • Develop a roadmap to effectively leverage existing technology and adopt emerging technology to meet business needs. . Create and sustain a workplace atmosphere that promotes a balance between employee innovation, accountability and business needs. • Ensure two-way communication between and among the City organization and stakeholders. • Improve user experience including ease of use, availability, and accessibility within the context of compliance with industry standards. • Ensure transparent and easy access to City information and services via multiple technologies, e.g. social media,TV,web,and radio. Adopted Budget On June 15, City Council approved a budget of $269,624 for the Innovation & Technology Administration program.This represents a decrease of$86,882(-24.4%)from the FY 2020-21 Adopted Budget. Increases in Compensation and Benefits are due to negotiated salary and benefits changes. FY 2021-22 Adopted Budget Innovation and Technology 301 The decrease is primarily due to a reduction of Special Projects from FY20-21. The projects completed included pilot adaptive traffic signaling, pilot multi-modal traffic count, pilot noise measurement, and pilot pollution monitoring. For FY21-22, staff will be focusing on building a Security Framework and Audit.This proposal is two-fold: 1) Staff will utilize outside assistance in creating a security framework and 2) Conduct a in-depth cyber and physical security penetration test to identify current weaknesses in the City's security posture. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Strategic Goal City Work Program: Monitor and report on Lehigh and Lehigh and Stevens Creek $17,500 $17,500 Internal Service Fund Stevens Creek Quality of Life Quarry Quarries. Includes noise and pollution monitoring for these locations. Security Cyber security Internal Service Framework and $60,000 $60,000 Fund posture N/A Audit enhancements Total $77,500 $77,500 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Innovation and Technology 302 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $359,741 $235,631 $- $- Total Revenues $359,741 $235,631 $- $- Expenditures Employee Compensation $95,800 $93,426 $112,457 $115,790 Employee Benefits $39,116 $42,452 $45,468 $49,027 Materials $9,900 $11,456 $7,450 $9,878 Contract Services $21,329 $1,440 $5,800 $15,300 Cost Allocation $85,954 $89,236 $- $- Special Projects $- $- $185,000 $77,500 Contingencies $- $- $331 $2,129 Total Expenditures $252,099 $238,010 $356,506 $269,624 Fund Balance $107,642 $ (2,379) $ (356,506) $(269,624) General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0.45 0.30 0.15 0.15 CHIEF TECHNOLOGY OFFICER 0.25 0.25 0.38 0.38 Total 0.70 0.55 0.53 0.53 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Innovation and Technology 303 Video Budget Unit 100-31-305 General Fund-Video-Video Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 0.0 FTE Program Overview In FY 2020-21, this program will be transferred to the City Manager's Office. A complete discussion of this program can be found under Budget Unit 100-12-305. This program will remain in order to maintain historical data, however once all prior year data as listed in the table below is $0, this program will be removed. Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Innovation and Technology 304 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $13,496 $- - Charges for Services $11,164 $8,003 - Total Revenues $24,660 $8,003 - Expenditures Employee Compensation $493,401 $505,578 - Employee Benefits $177,043 $210,977 - Materials $38,380 $43,830 - Contract Services $103,565 $77,271 - Cost Allocation $344,883 $280,610 - Special Projects $188,879 $340,362 - Total Expenditures $1,346,151 $1,458,628 - Fund Balance $- $- - General Fund Costs $1,321,493 $1,450,626 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 0 0.10 0 0 CHIEF TECHNOLOGY OFFICER 0.15 0.15 0 0 FACILITY ATTENDANT 0.05 0 0 0 MULTIMEDIA COMMUNICATIONS 3.00 3.00 0 0 SPEC Total 3.20 3.25 0 0 In FY 2020-21,this program will be transferred to the City Manager's Office. FY 2021-22 Adopted Budget Innovation and Technology 305 Public Access Support Budget Unit 100-31-307 General Fund-Video-Public Access Support Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview In FY 2020-21, this program will be transferred to the City Manager's Office. A complete discussion of this program can be found under Budget Unit 100-12-307. This program will remain in order to maintain historical data, however once all prior year data as listed in the table below is $0, this program will be removed. Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Contract Services $70,301 $73,850 - Cost Allocation $ 1,961 $1,828 Total Expenditures $72,262 $75,678 - Fund Balance $- $- General Fund Costs $72,262 $75,678 FY 2021-22 Adopted Budget Innovation and Technology 306 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Innovation and Technology 307 Applications Budget Unit 100-32-308 General Fund-Applications-Applications Budget at a Glance 2022 Adopted Budget Total Revenues $1,613,055 Total Expenditures $2,369,287 Fund Balance $- General Fund Costs $756,232 %Funded by General Fund 31.9% Total Staffing 3.5 FTE Program Overview The Applications Division manages business requirements gathering, design, development, procurement, project management, implementation and ongoing maintenance and support of all enterprise-wide business systems and programs. These systems include Financial Enterprise Resource Planning (ERP), Land-use Management System,Recreation Management System and their related customer facing portals.Additionally Applications division is responsible for electronic content management (records retention) system and city's procurement management system. The Applications Division manages the City's website, Intranet, and mobile apps development. The division staff supports e-service programs and services like permitting, licensing and enforcement. Applications division is responsible for creating custom SaaS software platforms like bid management solution and residential parking permits solution.They are also responsible for application integrations so critical business data can flow between enterprise platforms. Applications division staff also generate critical business analytics and reports to aid city staff in getting insight through data visualization and helps department supervisors and managers in decision making and measurements of key performance index and goals. Service Objectives • Deliver business solutions that meet customer requirements and integrate within the City's application framework. • Assist departments in developing streamlined and effective business processes that are easy to understand and translate into existing and new enterprise applications. • Work closely with City staff and members of the community to ensure that the City's enterprise application platforms are relevant and provide value to all the stakeholders. • Collaborate with various City departments to determine that the City's enterprise software solutions meet the functional requirements and long-term application implementation strategy of the organization. • Create and maintain effective online and mobile user access to municipal information and services. . Enable and facilitate the use of communication and technical resources by nontechnical staff and FY 2021-22 Adopted Budget Innovation and Technology 308 customers. Generate business data dashboards to city staff and external stakeholders. Adopted Budget On June 15, City Council approved a budget of$2,369,287 for the Applications program. This represents an increase of$387,988(19.6%)from the FY 2020-21 Adopted Budget. Increases in Compensation and Benefits are due to negotiated salary and benefits changes. During the last fiscal year, the Application Division implemented large business critical enterprise applications as well as various other mid-size and smaller application solutions to solve the organizational business need. For FY21-22, the Applications team will support and maintain programs and enterprise application systems by continuing with implementation of new business solutions, enterprise applications integrations and by building custom reporting to help run the City's business processes smoothly and seamlessly. Applications team will work on various projects including migration of Business License administration from the New World ERP to Accela, city's land-use management system, ERP need analysis, implementation of the customer services solution,redesigning of city's website,HR performance management solution and Intranet hub. The applications staff will focus on using Business Intelligence tools to perform data analysis and building custom dashboards thus developing the data analysis functionality layer on top of the citywide application systems. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Accela Business Conversion to new License $25,000 $25,000 General Fund Business License system Campaign Campaign Docs $3,500 $3,500 General Fund disclosure enhancements Community City Data Services $1,500 $1,500 General Fund Funding Grant Program data management Community Climate Community Solutions $4,000 $4,000 General Fund engagement efforts for CAP Request and data Customer Service management for Solution for CDD $65,000 $65,000 General Fund CDD customer communications FY 2021-22 Adopted Budget Innovation and Technology 309 ERP Exploration $50,000 $50,000 General Fund Exploration of new financial system Esports $1,700 $1,700 General Fund Parks&Recreation app programming Construction Green Halo $7,860 $7,860 General Fund recycling management Intranet Hub $20000 $20000 General Fund Intranet revamp Consulting Services , , and enhancement Lobbyist Lobbyist Registration System $15,000 $15,000 General Fund management and in Netfile monitoring system Performance System for Management $32,000 $32,000 General Fund employee Application performance and coaching Pre-Employment System for pre- Assessment and $5,000 $5,000 General Fund employment Tests enhancements Public Engagement $20,000 $20,000 General Fund Public engagement enhancements Redesign of City Redesign of City Website $45,000 $45,000 General Fund website Total $295,560 $295,560 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Innovation and Technology 310 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $- $- $1,307,803 $1,613,055 Total Revenues $- $- $1,307,803 $1,613,055 Expenditures Employee Compensation $488,649 $471,362 $623,650 $671,629 Employee Benefits $167,895 $153,882 $225,939 $242,843 Materials $510,914 $981,919 $958,682 $928,372 Contract Services $298,617 $236,801 $124,833 $195,400 Cost Allocation $143,205 $178,096 $- $- Special Projects $- $- $25,000 $295,560 Contingencies $- $- $23,195 $35,483 Total Expenditures $1,609,280 $2,022,060 $1,981,299 $2,369,287 Fund Balance $- $- $- $- General Fund Costs $1,609,280 $2,022,061 $673,496 $756,232 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0.15 0.15 0.30 0.30 APPLICATIONS MANAGER 1.00 1.00 1.00 1.00 BUSINESS SYSTEMS ANALYST 2.00 2.00 2.00 2.00 CHIEF TECHNOLOGY OFFICER 0.30 0.30 0.20 0.20 Total 3.45 3.45 3.50 3.50 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Innovation and Technology 311 Infrastructure Budget Unit 610-34-310 Information Technology-Infrastructure-Infrastructure Budget at a Glance 2022 Adopted Budget Total Revenues $1,882,195 Total Expenditures $2,202,453 Fund Balance $(128,180) General Fund Costs $192,078 %Funded by General Fund 8.7% Total Staffing 4.5 FTE Program Overview The IT Infrastructure Division is responsible for technology-related expenses for the citywide management of information technology services. The Infrastructure Manager and staff are responsible for computer helpdesk, network availability, and performance, security and compliance, incident response, disaster recovery and business continuity, project management of implementations and upgrades, purchasing and inventory control,technical training, and maintenance of systems. Infrastructure is also tasked with ensuring that the City continues to follow best practices in technology adoption and security practices. Service Objectives . Provide and continuously improve helpdesk support as this function is often the face of IT that staff interacts with on a daily basis. . Maintain standards and procedures for the replacement, support, and maintenance of all City-owned computing devices,printers,networks,peripherals and systems defined by City policy. • Continue innovation and outreach to ensure the City follows best IT practices relating to equipment, policy,and security practices. Adopted Budget On June 15, City Council approved a budget of$2,202,453 for the Infrastructure program. This represents an increase of$125,739(6.1%)from the FY 2020-21 Adopted Budget. Increases in Compensation and Benefits are due to negotiated salary and benefits changes. Over the past year(s), the Infrastructure Division has has re-engineered the compute and applications infrastructure for the City. Improvements include the rebuild of the City's wired/wireless network, server, telephone, and storage environments. Additionally, Disaster Recovery solutions and Active Network Threat remediation. FY 2021-22 Adopted Budget Innovation and Technology 312 For FY21-22, IT will move forward with additional Active Net Payment Card Readers, updating the Council Voting system infrastructure, Multi Factor Authorization, Interactive Projector System, a Redundant Satellite network System, multi-factor authentication, Line Locator with GPS, Access Controls for the Senior Center Facility, a Skydio UAV Done, Wireless Bridge for the OES Vehicle, and WiFi network Expansion in City Parks. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description ActiveNet Internal Service Payment processing Additional Readers $9,000 $9,000 Fund machines Council Voting Internal Service Council voting and System and Timer $32,000 $32,000 Fund meeting enhancements Multi-Factor $19,500 $19,500 Internal Service Dual authentication Authentication Fund network security Interactive Projector Internal Service Projector and System with Games $7'000 $7,000 Fund gaming Line Locator with Internal Service Underground GPS $15,000 $15,000 Fund power lines mapping Redundant Satellite Internal Service Reliable Network $10,000 $10,000 Fund communications during emergency Senior Center Internal Service Building access Access Controls $16,000 $16,000 Fund controls Drone for image Skydio Drone $18,000 $18,000 Internal Service Fund capture and disaster assessment City's OES vehicle Wireless Bridge $12,400 $12,400 Internal Service Fund connection with facilities Wireless Network Internal Service and Internet Park $20,500 $20,500 Fund Willi expansion Expansion Total $159,400 $159,400 FY 2021-22 Adopted Budget Innovation and Technology 313 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $2,284,031 $1,629,376 $1,767,098 $1,882,195 Total Revenues $2,284,031 $1,629,376 $1,767,098 $1,882,195 Expenditures Employee Compensation $537,277 $605,073 $645,656 $657,676 Employee Benefits $248,851 $353,426 $283,050 $307,679 Materials $516,478 $445,355 $544,670 $559,969 Contract Services $300,142 $303,138 $247,546 $192,900 Cost Allocation $553,720 $701,888 $246,932 $303,672 Special Projects $41,890 $(29,686) $90,000 $159,400 Contingencies $- $- $18,860 $21,157 Total Expenditures $2,198,358 $2,379,194 $2,076,714 $2,202,453 Fund Balance $85,672 $ (677,818) $(64,616) $(128,180) General Fund Costs $- $ 72,000 $245,000 $192,078 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0.30 0.30 0.30 0.30 BUSINESS SYSTEMS ANALYST 0 1.00 1.00 1.00 CHIEF TECHNOLOGY OFFICER 0.20 0.20 0.20 0.20 INFRASTRUCTURE MANAGER 1.00 1.00 1.00 1.00 I.T.ASSISTANT 3.00 2.00 2.00 2.00 Total 4.50 4.50 4.50 4.50 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Innovation and Technology 314 GIS Budget Unit 610-35-986 Information Technology-GIS-GIS Budget at a Glance 2022 Adopted Budget Total Revenues $1,077,408 Total Expenditures $1,424,906 Fund Balance $(347,498) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 3.4 FTE Program Overview The Geographic Information Systems (GIS) program captures, manages, analyzes, and displays all forms of geographically referenced information for the City of Cupertino. Through maps, reports, dashboards, and charts we provide ways to view, understand, question, interpret, and visualize, our City in ways that reveal relationships, patterns, and trends. The GIS Program works to help our staff, citizens, business, and development communities answer questions and solve problems by looking at our data in a way that is quickly understood and easily shared—on a map! Service Objectives • Cupertino GIS works to provide and support state-of-the-art GIS mapping services and applications in the rapidly evolving and expanding field of geospatial technology. • Create,collect,maintain,and distribute high quality,up-to-date,and complete geospatial data. • Ensure that the City's GIS systems and data are available for day-to-day City and regional purposes. • Share the City's GIS data and services as widely as possible. . Raise the awareness of GIS. • Integrate spatial technology into Cupertino's business processes and applications. • Support emergency planning,response,and recovery. Adopted Budget On June 15, City Council approved a budget of$1,424,906 for the GIS program. This represents an increase of $343,647(31.8%)from the FY 2020-21 Adopted Budget. Increases in Compensation and Benefits are due to negotiated salary and benefits changes. Last Fiscal year, GIS implemented telematics for City vehicles. Telematics has enabled fleet managers to download engine performance, and vehicle operations data for City vehicles. This data will help improve preventative maintenance,operator safety,fuel efficiency,vehicle utilization,and reduce vehicle downtime. FY 2021-22 Adopted Budget Innovation and Technology 315 For FY21-22, GIS will move forward with bringing Augmented Reality to McClellan Ranch, develop Data Governance and Data Warehouse, Drone Deploy, and replacing the static display at Quinlan Community Center with a state of the art interactive displays. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue FundingDescription Source Augmented reality bringing the AR McClellan Ranch $40,000 $40,000 Internal Service Fund native wildlife to life at McClellan Ranch Data Governance and $75,000 $75,000 Internal Migrate data from existing Data Warehouse Service Fund applications to a common database. Drone Deploy $18,000 $18,000 Internal Process drone data with survey Service Fund grade accuracy. Continue to build and deploy web ESRI Web Editor Internal maps and apps used by Cupertino Licenses $10,000 $10,000 Service Fund residents and staff,but have better security,quicker deployment,and single sign-on behind the scenes. Online Services Internal Subscription fees for building and Subscription Fees $2,200 $2,200 Service Fund deploying web maps and apps. Quinlan Touch Screen $40,000 $40,000 Internal Interactive touch screen for visitors Service Fund at Quinlan Community Center. Software for designing and creating Rapid Plan $4,000 $4,000 Internal Service Fund high level traffic plans for roadway shutdowns. Total $189,200 $189,200 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Innovation and Technology 316 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $1,110,156 $866,694 $914,333 $1,077,408 Total Revenues $1,110,156 $866,694 $914,333 $1,077,408 Expenditures Employee Compensation $445,204 $518,490 $553,977 $627,069 Employee Benefits $185,343 $278,616 $231,997 $257,665 Materials $125,129 $129,376 $189,424 $217,797 Contract Services $123,688 $147,259 $80,000 $120,000 Cost Allocation $166,188 $185,552 $- $- Special Projects $- $- $20,000 $189,200 Contingencies $- $- $5,861 $13,175 Total Expenditures $1,045,552 $1,259,293 $1,081,259 $1,424,906 Fund Balance $64,603 $ (392,599) $(166,926) $(347,498) General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 0.10 0.10 0.20 0.20 ASSET MANAGEMENT 1.00 1.00 1.00 1.00 TECHNCIAN CHIEF TECHNOLOGY OFFICER 0.10 0.10 0.20 0.20 GIS ANALYST 1.00 1.00 1.00 1.00 GIS MANAGER 1.00 1.00 1.00 1.00 Total 3.20 3.20 3.40 3.40 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Innovation and Technology 317 This page intentionally left blank. FY 2021-22 Adopted Budget Innovation and Technology 318 Administrative Services FY 2021-22 Adopted Budget Administrative Services 319 This page intentionally left blank. FY 2021-22 Adopted Budget Administrative Services 320 Department Overview Budget Units Budget Unit Program 2022 Adopted Budget Administrative Services $926,303 100-40-400 Administrative Services Administration $926,303 Finance $2,007,377 100-41-405 Accounting $ 1,603,000 100-41-406 Business Licenses $404,377 Human Resources $4,837,435 100-44-412 Human Resources $ 1,479,115 642-44-414 Retiree Benefits $ 1,241,926 100-44-417 Insurance Administration $965,352 620-44-418 Workers Compensation Insurance $434,840 641-44-419 Short Term and Long Term Disability $95,612 641-44-420 Compensated Absences $620,590 Total $7,771,115 FY 2021-22 Adopted Budget Administrative Services 321 Budget at a Glance 2022 Adopted Budget Total Revenues $4,837,735 Total Expenditures $7,771,115 Fund Balance $(941,848) General Fund Costs $1,991,532 %Funded by General Fund 25.6% Total Staffing 16.9 FTE Organization Kristina Alfaro,Director of Administrative Services Director of Administrative Services/Treasurer Administrative Assistant Finance Human Resources Senior Management Manager/Deputy Manager Analyst Treasurer Senior Accountant Senior Management Human Resources Analyst Analyst II(2) Accountant II(2) Accounting Technician HR Technician(2) Account Clerk II(3) Account Clerk II P/T FY 2021-22 Adopted Budget Administrative Services 322 Performance Measures Finance Division Goal: Financial Stability - Provide a sustainable level of core services that are funded from ongoing and stable revenue sources. Benefit:Citizens can enjoy high quality of services that meet community priorities. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-Jun July-Jun July-Dec Target General fund balance as a%of 70% 69% 67/° 35/�° budgeted appropriations Credit Rating AA+ AA+ AA+ AA+ Funding allocated to high priority services(Public Works,Community 48% 43% 24% 63% Development,Law Enforcement) Actual revenue vs.budget(within x% 5% 12% -23% 10% budget) Actual expenditures(%below 10% 17% 8% 5% budget) Human Resources Division Goal:To create a thriving organization with meaningful careers in public service. Benefit: The agency supports a professional and engaged workforce offering diverse and quality community services. FY 2021-22 Adopted Budget Administrative Services 323 Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target #of Worker's Compensation Cases 12 15 2 0 Total Recordable Injury Rate YTD 4.6% 5.7% 0.8% 0% %absenteeism(%of total annual w 2% 3% 2% 2% work hours) •turnover rate 7% 3% 1% 1% •employee satisfaction N/A N/A N/A 100% •employee participation in wellness 63% 47/°° 26/°° 75/°°activities Average#of applications received 37 41 88 50 per recruitment Recruitment timeline-#days from 68 85 74 60 hiring request to offer letter #of employees using the Telework 16 N/A N/A 17 program %utilization of full-service employee 100/°° N/A N/A 100% portal FY 2021-22 Adopted Budget Administrative Services 324 Workload Indicators Finance Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec #of vendor checks processed 6,536 5,668 2,306 #of payroll checks processed 10,301 9,953 3,978 #of business license applications 1,154 14,204 4,560 #of business license renewals 2,893 2,842 906 #of journal entries posted 4,521 4,637 1,847 #of purchase orders approved 600 495 305 #of receipts processed 13,913 14,204 4,560 Human Resources Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec #of regular recruitments 21 20 11 #of regular new hires 16 20 12 #of temporary new hires 105 #of personnel payroll changes 938 1104 470 #of full-time employee exits processed 21 14 10 #of mandated training classes offered* 1 2 2 #of employees participating in the wellness 119 91 51 program *some trainings mandated every other year,however not on the same annual schedule Adopted Budget On June 15, City Council approved a budget of$7,771,115 for the Administrative Services department. This represents an increase of$536,099(7.4%)from the FY 2020-21 Adopted Budget. Increases in compensation and benefits are due to the addition of a Human Resources Technician. Increases in contract services are due to expenses for 2022 labor negotiations. FY 2021-22 Adopted Budget Administrative Services 325 Adopted Expenditures by Division ■ Human Resources Finance • ■ Administrative Services ,6h,�— Department Expenditure History $7.77M $7.24M $6.55M $6.17M 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget FY 2021-22 Adopted Budget Administrative Services 326 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $3,324,380 $3,898,699 $4,156,788 $4,837,735 Miscellaneous Revenue $60,999 $35,060 $- $- Total Revenues $3,385,379 $3,933,759 $4,156,788 $4,837,735 Expenditures Employee Compensation $1,759,429 $2,028,226 $2,129,859 $2,259,659 Employee Benefits $1,865,631 $2,096,913 $2,181,294 $2,321,303 Materials $140,482 $184,873 $160,639 $166,641 Contract Services $2,104,076 $1,972,395 $2,360,978 $2,612,344 Cost Allocation $299,513 $266,331 $341,705 $341,693 Contingencies $- $- $60,541 $69,475 Total Expenditures $6,169,131 $6,548,738 $7,235,016 $7,771,115 Fund Balance $105,210 $1,807,757 $(1,794,063) $(941,848) General Fund Costs $2,888,963 $4,422,735 $1,284,165 $1,991,532 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administrative Services 327 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ACCOUNTANT II 2.00 2.00 2.00 2.00 ACCOUNT CLERK II 2.00 2.00 3.00 3.00 ACCOUNTING TECHNICIAN 0 1.00 1.00 1.00 ADMINISTRATIVE ASSISTANT 1.00 1.00 0.95 0.95 DIRECTOR OF ADMIN SERVICES 1.00 1.00 1.00 1.00 FINANCE MANAGER 1.00 1.00 0.95 0.95 HUMAN RESOURCES ANALYST 1.00 1.00 2.00 2.00 II HUMAN RESOURCES MANAGER 1.00 1.00 1.00 1.00 HUMAN RESOURCES TECH 1.00 1.00 1.00 2.00 MANAGEMENT ANALYST 1.00 0 0 0 SENIOR ACCOUNTANT 1.00 1.00 1.00 1.00 SENIOR MANAGEMENT 1.00 2.00 2.00 2.00 ANALYST Total 13.00 14.00 15.90 16.90 FY 2021-22 Adopted Budget Administrative Services 328 Administrative Services Administration Budget Unit 100-40-400 General Fund-Administrative Services-Administrative Services Administration Budget at a Glance 2022 Adopted Budget Total Revenues $183,169 Total Expenditures $926,303 Fund Balance $- General Fund Costs $743,134 %Funded by General Fund 80.2% Total Staffing 3.8 FTE Program Overview The Administrative Services Administration program oversees and coordinates the Human Resources/Risk Management, Finance, Budget, and Treasury divisions. Staff support is provided to the Fiscal Strategic and Audit Committees,as well as the Santa Clara County Leadership Academy. Service Objectives • Manage the City's investment portfolio to obtain safety of funds, liquidity and a reasonable rate of return. • Provide short and long-term fiscal planning including the implementation of the Fiscal Strategic Plan. • Perform special projects for the City Manager. • Manage the City's Contract for Law Enforcement Services with the Santa Clara County Sheriff's Office. • Manage the City's budget process. • Provide staff support to the Santa Clara County Leadership Academy Adopted Budget On June 15, City Council approved a budget of $926,303 for the Administrative Services Administration program.This represents an increase of$38,920(4.4%)from the FY 2020-21 Adopted Budget. Increases in this budget program are due to negotiated labor increases in salaries and benefits. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administrative Services 329 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $52,182 $69,263 $185,799 $183,169 Miscellaneous Revenue $51,504 $- $- $- Total Revenues $103,686 $69,263 $185,799 $183,169 Expenditures Employee Compensation $586,160 $541,196 $576,540 $594,796 Employee Benefits $242,161 $239,759 $260,866 $280,580 Materials $48,002 $76,682 $45,140 $46,067 Contract Services $14,179 $- $3,618 $3,618 Cost Allocation $47,985 $35,067 $- $- Contingencies $- $- $1,219 $ 1,242 Total Expenditures $938,487 $892,704 $887,383 $926,303 Fund Balance $- $- $- $- General Fund Costs $834,801 $823,441 $701,584 $743,134 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 1.00 1.00 0.95 0.95 DIRECTOR OF ADMIN SERVICES 0.80 0.80 0.80 0.80 MANAGEMENT ANALYST 1.00 0 0 0 SENIOR MANAGEMENT 1.00 1.00 2.00 2.00 ANALYST Total 3.80 2.80 3.75 3.75 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Administrative Services 330 Accounting Budget Unit 100-41-405 General Fund-Finance-Accounting Budget at a Glance 2022 Adopted Budget Total Revenues $2,175,347 Total Expenditures $1,603,000 Fund Balance $- General Fund Costs $(572,347) %Funded by General Fund -35.7% Total Staffing 6.9 FTE Program Overview The Finance Division oversees all financial accounting and treasury functions for the City. Accurate and timely maintenance of all City financial records, including financial reporting, revenue collection, banking and investments, disbursement of all funds, and payroll processing are handled by the Finance Division. All required Federal, State and other regulatory reporting with respect to the City's financial condition are prepared in the Accounting program of Finance. In addition, Finance monitors the City's two investment policies, manages budget-to-actual activities for both operational and capital budgets, performs all financial analyses, conducts research, and prepares reports on all fiscal matters of the City for internal and external customers. Service Objectives • Process all financial transactions of the City of Cupertino, including general ledger accounting, cash management and investment of City funds, payroll, accounts payable, revenue collections, banking, and miscellaneous billing. . Record all City financial transactions prudently and within all regulatory requirements. • Produce timely and accurate financial reports. • Maintain a high level of professionalism when fulfilling the City's financial policies, processing its financial transactions,and representing the City to its residents. • Respond promptly to inquiries from the public and other City departments. Adopted Budget On June 15, City Council approved a budget of $1,603,000 for the Accounting program. This represents an increase of$1,762(0.1%)from the FY 2020-21 Adopted Budget. Activities in this budget program are remaining relatively unchanged over the previous fiscal year. FY 2021-22 Adopted Budget Administrative Services 331 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $1,197,426 $1,673,028 $2,114,792 $2,175,347 Miscellaneous Revenue $9,495 $35,060 $- $- Total Revenues $1,206,921 $1,708,088 $2,114,792 $2,175,347 Expenditures Employee Compensation $631,541 $730,307 $824,704 $831,742 Employee Benefits $282,102 $320,800 $377,877 $401,927 Materials $35,726 $16,564 $22,903 $23,131 Contract Services $260,518 $188,162 $368,470 $337,192 Cost Allocation $80,706 $58,882 $- $- Contingencies $- $- $7,284 $9,008 Total Expenditures $1,290,593 $1,314,715 $1,601,238 $1,603,000 Fund Balance $- $- $- $- General Fund Costs $83,672 $(393,373) $(513,554) $(572,347) Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ACCOUNTANT II 1.90 1.90 1.90 1.90 ACCOUNT CLERK 11 1.50 1.50 2.00 2.00 ACCOUNTING TECHNICIAN 0 1.00 1.00 1.00 FINANCE MANAGER 1.00 1.00 0.95 0.95 SENIOR ACCOUNTANT 1.00 1.00 1.00 1.00 Total 5.40 6.40 6.85 6.85 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Administrative Services 332 Business Licenses Budget Unit 100-41-406 General Fund-Finance-Business Licenses Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $404,377 Fund Balance $- General Fund Costs $404,377 %Funded by General Fund 100.0% Total Staffing 1.1 FTE Program Overview The Business Licenses program monitors business licensing activity for compliance with the City Municipal Code and applicable state law. Service Objectives • Issue business licenses to entities conducting business within the city limits of Cupertino. • Collect appropriate business license fees. • Monitor compliance with the Business License Tax Code and provide useful information related to business activity to City departments. . Identify non-compliant business activity. Adopted Budget On June 15, City Council approved a budget of$404,377 for the Business Licenses program. This represents a decrease of$3,721 (-0.9%)from the FY 2020-21 Adopted Budget. Activities in this budget program remain relatively unchanged over the previous fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administrative Services 333 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $75,264 $86,146 $95,622 $101,611 Employee Benefits $37,305 $46,954 $60,442 $62,881 Materials $416 $179 $- $- Contract Services $6,508 $9,003 $- $- Cost Allocation $75,257 $95,029 $252,034 $239,885 Total Expenditures $194,750 $237,311 $408,098 $404,377 Fund Balance $- $- $- $- General Fund Costs $194,750 $237,311 $408,098 $404,377 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ACCOUNTANT II 0.10 0.10 0.10 0.10 ACCOUNT CLERK 11 0.50 0.50 1.00 1.00 Total 0.60 0.60 1.10 1.10 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Administrative Services 334 Human Resources Budget Unit 100-44-412 General Fund-Human Resources-Human Resources Budget at a Glance 2022 Adopted Budget Total Revenues $2,122,380 Total Expenditures $1,479,115 Fund Balance $- General Fund Costs $(643,265) %Funded by General Fund -43.5% Total Staffing 4.9 FTE Program Overview The Human Resources Division is responsible for the administration of human resource, employee benefits, and labor relation programs including personnel selection, classification, compensation, equal employment opportunity, labor negotiations, employee relations, employee training and development, benefits, and retirement.In addition,Human Resources administers risk management,safety and wellness programs,and a self-insured workers' compensation program. Funding for retiree medical insurance is also covered in the Human Resources budget. Service Objectives • Provide a working environment where respect for the individual is encouraged and safeguarded. • 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. • Provide departments a listing of qualified persons for employment consideration within sixty days of an authorized vacant position. • Ensure equal employment opportunities. . Administer classification plan. • Administer employee benefits. • Provide personnel services consistent with the operational needs of the user department. Adopted Budget On June 15,City Council approved a budget of$1,479,115 for the Human Resources program.This represents an increase of$344,219(30.3%)from the FY 2020-21 Adopted Budget. Increases in compensation and benefits are due to the conversion of a full-time vacancy in Parks and Recreation to a Human Resources Technician. Increases in contract services represent estimated expenses for 2022 labor negotiations with OE3 and CEA/Local 21 including total compensation surveys,legal advice/Chief FY 2021-22 Adopted Budget Administrative Services 335 Negotiator. Additional increases are estimates for services such as personnel investigations and executive recruitments. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $788,243 $959,351 $ 1,609,812 $2,122,380 Total Revenues $ 788,243 $959,351 $1,609,812 $2,122,380 Expenditures Employee Compensation $436,100 $623,303 $585,422 $683,904 Employee Benefits $214,096 $321,161 $280,114 $327,828 Materials $56,335 $84,975 $92,596 $97,443 Contract Services $389,069 $463,988 $170,194 $358,540 Cost Allocation $57,838 $42,307 $- $- Contingencies $- $- $6,570 $11,400 Total Expenditures $1,153,438 $1,535,734 $1,134,896 $1,479,115 Fund Balance $- $- $- $- General Fund Costs $365,195 $576,383 $(474,916) $(643,265) Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget DIRECTOR OF ADMIN SERVICES 0.20 0.20 0.20 0.20 HUMAN RESOURCES ANALYST 0.80 0.80 1.70 1.70 11 HUMAN RESOURCES MANAGER 1.00 1.00 1.00 1.00 HUMAN RESOURCES TECH 0.95 0.95 0.95 1.95 SENIOR MANAGEMENT 0 0.90 0 0 ANALYST Total 2.95 3.85 3.85 4.85 FY 2021-22 Adopted Budget Administrative Services 336 A full-time vacancy in Parks and Recreation was converted to a Human Resources Technician in Human Resources in FY 2020-21. FY 2021-22 Adopted Budget Administrative Services 337 Retiree Benefits Budget Unit 642-44-414 Retiree Medical-Human Resources-Retiree Benefits Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $1,241,926 Fund Balance $(169,215) General Fund Costs $1,072,711 %Funded by General Fund 86.4% Total Staffing FTE Program Overview The Retiree Benefits program administers the City's Other Post Employment Benefits(OPEB). Service Objectives Provide investment oversight and appropriate funding for the City's retiree medical liability.The City established a trust account with Public Agency Retirement Services (PARS) that will fund the future liability. Annual contributions from the City are deposited into the trust and invested in a portfolio of equity,bond,and money market funds. Adopted Budget On June 15, City Council approved a budget of$1,241,926 for the Retiree Benefits program. This represents an increase of$30,593(2.5%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administrative Services 338 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Benefits $ 1,075,908 $ 1,142,793 $1,179,851 $ 1,227,045 Contract Services $- $- $20,000 $- Cost Allocation $5,745 $6,262 $10,982 $14,881 Contingencies $- $- $500 $- Total Expenditures $1,081,653 $1,149,055 $1,211,333 $1,241,926 Fund Balance $49,821 $1,242,945 $(1,165,333) $(169,215) General Fund Costs $1,131,474 $2,392,000 $46,000 $1,072,711 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Administrative Services 339 Insurance Administration Budget Unit 100-44-417 General Fund-Human Resources-Insurance Administration Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $965,352 Fund Balance $- General Fund Costs $965,352 %Funded by General Fund 100.0% Total Staffing 0.2 FTE Program Overview The Insurance Administration program manages Risk Management safety programs and self-insured Workers'Compensation and General Liability programs. Service Objectives • Satisfy statutory regulations regarding Workers'Compensation and employee safety. • Promote work environment that emphasizes safe work practices. Adopted Budget On June 15, City Council approved a budget of $965,352 for the Insurance Administration program. This represents an increase of$41,399(4.5%)from the FY 2020-21 Adopted Budget. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administrative Services 340 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $788,243 $959,351 $- $- Total Revenues $788,243 $959,351 $- $- Expenditures Employee Compensation $11,054 $18,312 $19,372 $19,005 Employee Benefits $5,186 $8,734 $9,623 $8,730 Materials $3 $2 $- $- Contract Services $593,373 $602,487 $827,910 $866,155 Cost Allocation $10,698 $7,789 $46,350 $49,808 Contingencies $- $- $20,698 $21,654 Total Expenditures $620,314 $637,324 $923,953 $965,352 Fund Balance $- $- $- $- General Fund Costs $(167,929) $ (322,027) $923,953 $965,352 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget HUMAN RESOURCES ANALYST 0.05 0.05 0.10 0.10 II HUMAN RESOURCES TECH 0.05 0.05 0.05 0.05 SENIOR MANAGEMENT 0 0.05 0 0 ANALYST Total 0.10 0.15 0.15 0.15 FY 2021-22 Adopted Budget Administrative Services 341 Workers Compensation Insurance Budget Unit 620-44-418 Workers'Compensation-Human Resources-Workers Compensation Insurance Budget at a Glance 2022 Adopted Budget Total Revenues $356,839 Total Expenditures $434,840 Fund Balance $(78,001) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 0.2 FTE Program Overview This program provides oversight of the Workers' Compensation program, including claims, proactive Risk Management,return to work accommodations and excess workers compensation insurance. Service Objectives • Manage employee personal injuries and illnesses and provide proactive risk management for disability avoidance. • Monitor costs associated with claims. • Analyze and implement proactive measures to curtail costs. . Implement a return to work policy. Adopted Budget On June 15, City Council approved a budget of$434,840 for the Workers Compensation Insurance program. This represents an increase of$158,617(57.4%)from the FY 2020-21 Adopted Budget. Increase related to reclassification of CSAC and workers compensation excess insurance premiums and unemployment insurance from 44-412 to 44-418 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administrative Services 342 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $498,286 $237,706 $246,385 $356,839 Total Revenues $498,286 $237,706 $246,385 $356,839 Expenditures Employee Compensation $19,310 $28,962 $28,199 $28,601 Employee Benefits $8,873 $16,712 $12,521 $12,312 Materials $- $6,471 $- $- Contract Services $235,169 $160,237 $205,786 $356,839 Cost Allocation $16,896 $16,672 $24,572 $28,167 Contingencies $- $- $5,145 $8,921 Total Expenditures $280,248 $229,054 $276,223 $434,840 Fund Balance $218,037 $8,653 $(29,838) $ (78,001) General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget HUMAN RESOURCES ANALYST 0.15 0.15 0.20 0.20 II SENIOR MANAGEMENT 0 0.05 0 0 ANALYST Total 0.15 0.20 0.20 0.20 There are no changes to the current level of staffing FY 2021-22 Adopted Budget Administrative Services 343 Short Term and Long Term Disability Budget Unit 641-44-419 Compensated Absence/LTD-Human Resources-Short Term and Long Term Disability Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $95,612 Fund Balance $(95,612) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview This program oversees claims and premiums associated with Long and Short Term Disability. Service Objectives • Obtain and manage insurance policies • Negotiate rates • Coordination of claims Adopted Budget On June 15, City Council approved a budget of $95,612 for the Short Term and Long Term Disability program.This represents a decrease of$76,225(44.4%)from the FY 2020-21 Adopted Budget. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administrative Services 344 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Contract Services $156,540 $ 167,319 $165,000 $90,000 Cost Allocation $ 1,616 $1,634 $2,712 $3,362 Contingencies $- $- $4,125 $2,250 Total Expenditures $158,156 $168,953 $171,837 $95,612 Fund Balance $(158,156) $ (168,953) $(171,837) $ (95,612) General Fund Costs $- $- $- $- Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Administrative Services 345 Compensated Absences Budget Unit 641-44-420 Compensated Absence/LTD-Human Resources-Compensated Absences Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $620,590 Fund Balance $(599,020) General Fund Costs $21,570 %Funded by General Fund 3.5% Total Staffing FTE Program Overview This program provides for payment of liabilities associated with employees retiring or leaving service. Service Objectives Properly account and disburse benefits as set forth in the employee contracts. Adopted Budget On June 15, City Council approved a budget of $620,590 for the Compensated Absences program. This represents an increase of$535(0.1%)from the FY 2020-21 Adopted Budget. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Administrative Services 346 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Contract Services $448,720 $381,199 $600,000 $600,000 Cost Allocation $2,772 $2,689 $5,055 $5,590 Contingencies $- $- $15,000 $15,000 Total Expenditures $451,492 $383,888 $620,055 $620,590 Fund Balance $ (4,492) $725,112 $(427,055) $(599,020) General Fund Costs $447,000 $1,109,000 $193,000 $21,570 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Administrative Services 347 This page intentionally left blank. FY 2021-22 Adopted Budget Administrative Services 348 Parks and Recreation FY 2021-22 Adopted Budget Parks and Recreation 349 This page intentionally left blank. FY 2021-22 Adopted Budget Parks and Recreation 350 Department Overview Budget Units Budget Unit Program 2022 Adopted Budget Parks and Recreation $2,057,784 100-60-601 Recreation Administration $1,452,256 100-60-634 Park Planning and Restoration $- 100-60-636 Library Services $605,528 Business and Community Services $1,522,167 100-61-602 Administration $722,137 100-61-605 Cultural Events $433,137 100-61-630 Facilities $366,893 100-61-632 Community Outreach and Neighborhood Watch $- Recreation and Education $4,199,612 100-62-608 Administration $722,159 580-62-613 Youth Teen Recreation $1,828,845 100-62-623 Senior Center $1,117,651 100-62-639 Teen Programs $367,838 100-62-640 Neighborhood Events $163,119 Sports,Safety and Outdoor Recreation $6,138,105 100-63-612 Park Facilities $1,280,136 100-63-615 Administration $117,951 560-63-616 Blackberry Farm Golf Course $679,646 580-63-620 Outdoor Recreation $1,158,012 570-63-621 Sports Center Operations $2,902,360 100-63-633 Disaster Preparedness $- Total $13,917,668 FY 2021-22 Adopted Budget Parks and Recreation 351 Budget at a Glance 2022 Adopted Budget Total Revenues $4,980,895 Total Expenditures $13,917,668 Fund Balance $(1,242,062) General Fund Costs $7,694,711 %Funded by General Fund 55.3% Total Staffing 27.9 FTE Organization Joanne Magrini,Director of Parks and Recreation Di rector Parks and Recreation Assistant Administrative Director Assistant Community Management Outreach Analyst Specialist Recreation Recreation Recreation Recreation Supervisor Supervisor Supervisor Supervisor Recreation Recreation Recreation Recreation Coordinator Coordinator[3) Coordinator(3) Coordinator[5] Senior Office Senior Office Office Assistant Assistant(2) IH Assistant Office Assistant Facility Attendan Facility Attendant (2) FY 2021-22 Adopted Budget Parks and Recreation 352 Performance Measures Goal:Create a positive,healthy and connected community. Benefit:Cupertino has an exceptional system of parks&services that align with community values. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target %of Parks and Recreation Department customers surveyed who 98% 98% 95% 85% rate services as good or excellent %of programs maintaining minimum 70% 62% 32% 80% registration %Department's total cost recovery for 44% 37/°° °35/° °40% all(direct and indirect)costs #of new programs or events offered 105 89 24 50 %change in participants 1 -7% -16% -63% +1% 1 Decrease due to building closures and reduced programs offered due to COVID FY 2021-22 Adopted Budget Parks and Recreation 353 Workload Indicators Business and Community Services Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of reservations at Quinlan Center 402 321 8 Number of festival applications received 10 11 6 Recreation and Education Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of registrations 9,165 7,142 552 Number of survey respondents 2187 1,615 75 Number of Senior Center classes offered 320 289 55 Number of Senior Center trips offered 45 26 0 Sports,Safety,and Outdoor Recreation Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of programs offered 567 724 419 Number of picnic reservations at BBF 154 227 0 Number of rounds of golf at BBF Golf Course 27,205 26,747 21,943 Number of Sports Center Memberships 1,829 4,094 1,337 Adopted Budget On June 15, City Council approved a budget of $13,917,668 for the Parks and Recreation department. This represents an increase of$2,200,321 (18.8%)from the FY 2020-21 Adopted Budget. FY 2021-22 Adopted Budget Parks and Recreation 354 Adopted Expenditures by Division ■ Sports, Safety and Outdoor Recreation Recreation and Education ■ Parks and Recreation Business and Community Services Department Expenditure History $15.2M $13.8M $13.9M $11.7M 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget FY 2021-22 Adopted Budget Parks and Recreation 355 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $617,779 $562,335 $546,520 $878,500 Charges for Services $5,503,172 $4,821,021 $2,663,809 $4,071,395 Miscellaneous Revenue $- $(7,245) $31,000 $31,000 Total Revenues $6,120,951 $5,376,111 $3,241,329 $4,980,895 Expenditures Employee Compensation $4,276,261 $3,954,752 $4,415,056 $4,481,811 Employee Benefits $1,346,670 $1,445,922 $1,504,047 $1,547,823 Materials $766,499 $475,640 $630,587 $764,765 Contract Services $4,382,802 $3,362,305 $2,814,526 $4,627,455 Cost Allocation $4,327,431 $4,527,709 $2,229,446 $2,243,403 Special Projects $79,258 $71,628 $- $125,000 Contingencies $- $- $123,685 $127,411 Total Expenditures $15,178,921 $13,837,956 $11,717,347 $13,917,668 Fund Balance $(1,535,531) $266,437 $42,275 $(1,242,062) General Fund Costs $7,522,438 $8,728,282 $8,518,293 $7,694,711 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 356 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 1.95 1.95 0.90 0.90 ASST DIR RECREATION COMM SVCS 0.95 1.00 1.00 0.95 CASE MANAGER 2.00 2.00 2.00 0 COMMUNITY OUTREACH 0.70 0.70 0.70 0.70 SPECIALIST DIRECTOR OF PARKS REC 0.95 0.95 0.95 0.95 FACILITY ATTENDANT 2.95 3.00 3.00 3.00 MANAGEMENT ANALYST 1.00 1.00 1.00 1.00 OFFICE ASSISTANT 2.00 2.00 2.00 2.00 RECREATION COORDINATOR 11.55 12.55 12.40 11.43 RECREATION COORDINATOR LTD 1.00 1.00 1.00 0 TERM RECREATION SUPERVISOR 4.00 4.00 3.95 3.95 SR OFFICE ASSISTANT 3.00 3.00 3.00 3.00 Total 32.05 33.15 31.90 27.88 FY 2021-22 Adopted Budget Parks and Recreation 357 Recreation Administration Budget Unit 100-60-601 General Fund-Parks and Recreation-Recreation Administration Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $1,452,256 Fund Balance $- General Fund Costs $1,452,256 %Funded by General Fund 100.0% Total Staffing 4.5 FTE Program Overview The Recreation Administration program provides overall department administration, project management, community outreach, support to the Parks and Recreation and Library Commissions, and administration of recreation management software. Service Objectives • Provide overall department administration, budget control, contract support, policy development, administration of recreation management software,and employee development and evaluation. • Support the Planning and Public Works Departments in the development, renovation, and improvements of parks and open spaces. • Implementation of recommendations from the Parks and Recreation System Master Plan. . Monitor and facilitate partnerships in regards to Library and other community organizations. • Outreach to the community in conjunction with programs and the Parks and Recreation System Master Plan. • Promote partnerships with Cupertino Union School District, Fremont Union High School District, and De Anza College. Adopted Budget On June 15, City Council approved a budget of$1,452,256 for the Recreation Administration program. This represents an increase of$235,408(19.3%)from the FY 2020-21 Adopted Budget. Increases in Compensation and Benefits are due to negotiated salary and benefits changes. The increases in Materials is mainly due to the addition of funds for Community Outreach efforts ($26,800). Much of this budget's increase is driven by one-time special projects including City Work Program items. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 358 Special Project Appropriation Revenue Funding Source Description Strategic Goal Connectivity and engagement #CupertinoCares $75,000 $75,000 General Fund activities and N/A events with residents during the pandemic. City Work Program: Address the needs of seniors in collaboration with the City Council and Commissions. Public Senior Strategy $34,000 $34,000 General Fund Needs to Engagement and address include Transparency technology resources, housing,food supply, transportation, and mental and physical health and wellbeing. City Work Program: Provide a dedicated Mental Health webpage with Support $10,000 $10,000 General Fund resources for Quality of Life mental health and emphasize mental health programming in class offerings. City Work Program: Identify Dogs Off Leash additional areas Area(DOLA) $5,000 $5,000 General Fund suitable for Quality of Life permitting dogs to be off leash and establish one such area. FY 2021-22 Adopted Budget Parks and Recreation 359 Total $124,000 $124,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues $- - Expenditures Employee Compensation $450,419 $609,735 $686,212 $712,741 Employee Benefits $166,122 $211,543 $305,203 $316,133 Materials $51,321 $103,613 $146,553 $209,446 Contract Services $1,618 $62,355 $74,629 $80,805 Cost Allocation $35,426 $27,563 $- $- Special Projects $- $- $- $124,000 Contingencies $- $- $4,251 $9,131 Total Expenditures $ 704,906 $1,014,809 $1,216,848 $1,452,256 Fund Balance $- $- $- $- General Fund Costs $ 704,906 $1,014,809 $1,216,848 $1,452,256 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 0.95 0.95 0.90 0.90 ASST DIR RECREATION COMM 0.95 1.00 1.00 0.95 SVCS COMMUNITY OUTREACH 0 0.70 0.70 0.70 SPECIALIST DIRECTOR OF PARKS REC 0.95 0.95 0.95 0.95 MANAGEMENT ANALYST 1.00 1.00 1.00 1.00 Total 3.85 4.60 4.55 4.50 FY 2021-22 Adopted Budget Parks and Recreation 360 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 361 Park Planning and Restoration Budget Unit 100-60-634 General Fund-Parks and Recreation-Park Planning and Restoration Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview In FY 2018-19, this program was transferred to Public Works. A complete discussion of this program can be found under Budget Unit 100-82-806.This program will remain in order to maintain historical data,however once all prior year data as listed in the table below is$0,this program will be removed. Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 362 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $55,606 - Employee Benefits $24,386 - Materials $22 - Cost Allocation $6,796 Total Expenditures $86,810 - Fund Balance $- General Fund Costs $86,810 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Parks and Recreation 363 Library Services Budget Unit 100-60-636 General Fund-Parks and Recreation-Library Services Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $605,528 Fund Balance $- General Fund Costs $605,528 %Funded by General Fund 100.0% Total Staffing FTE Program Overview This budget augments the existing library service currently provided to our community through the Santa Clara County(SCC)Library Joint Powers Authority. Service Objectives . Provide increased library service for our constituents through support of the Go Go Biblio Program. • Explore partnerships with the SCC Library for recreation and community programs. Adopted Budget On June 15, City Council approved a budget of$605,528 for the Library Services program. This represents an increase of$287,188(90.2%)from the FY 2020-21 Adopted Budget. Due to the COVID-19 Pandemic, the Go Go Biblio Program was suspended in FY 2020-21. In anticipation of the program's return next fiscal year, the unspent funds will be proposed to carry forward into FY 2021-22. Revenues and contract services will are increasing due to a recently executed lease amendment with the Santa Clara County Library JPA. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 364 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Contract Services $468,023 $ 117,000 $117,000 $371,738 Cost Allocation $501,482 $681,040 $198,415 $233,790 Contingencies $- $- $2,925 $- Total Expenditures $969,505 $798,040 $318,340 $605,528 Fund Balance $- $- $- $- General Fund Costs $969,505 $798,040 $318,340 $605,528 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Parks and Recreation 365 Administration Budget Unit 100-61-602 General Fund-Business and Community Services-Administration Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $722,137 Fund Balance $- General Fund Costs $722,137 %Funded by General Fund 100.0% Total Staffing 3.6 FTE Program Overview The Business Division supports department programs and services through the provision of customer service and analytical support, development, and administration of policies. The division is also responsible for the department's community outreach programs, including community festivals and City events at a variety of parks.This division also manages Quinlan Community Center(QCC)and Community Hall,as well as facility and park picnic rentals. Service Objectives . Provide first-rate customer service through the implementation of consistent policies,procedures, and performance standards. • Administer recreation software system for customer registration, memberships, point-of-sale, and facility rentals. • Collect and analyze data from customer satisfaction surveys and program and revenue reports to improve programs and services. . Increase participation at City events including 4th of July, Summer Concerts, Cinema at Sundown, Shakespeare in the Park, and the Tree Lighting Ceremony. • Issue parks and facilities permits for individual customers as well as community festivals and events that promote our diverse culture and connected community. • Maintain a positive relationship with neighborhoods adjacent to our facilities and parks. Adopted Budget On June 15, City Council approved a budget of $722,137 for the Administration program. This represents a decrease of$40,477(-5.3%)from the FY 2020-21 Adopted Budget. The decrease is mainly due to a change in cost allocation methodology. FY 2021-22 Adopted Budget Parks and Recreation 366 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $407,471 $336,728 $323,637 $309,384 Employee Benefits $204,778 $176,722 $182,434 $183,164 Materials $12,607 $1,159 $2,390 $2,315 Contract Services $3,934 $- $- $- Cost Allocation $135,290 $147,895 $254,093 $227,216 Contingencies $- $- $60 $58 Total Expenditures $764,080 $662,504 $762,614 $722,137 Fund Balance $- $- $- $- General Fund Costs $ 764,080 $6621503 $762,614 $722,137 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 1.00 1.00 0 0 COMMUNITY OUTREACH 0.45 0 0 0 SPECIALIST OFFICE ASSISTANT 1.00 1.00 1.00 1.00 RECREATION COORDINATOR 0.50 0.50 0.35 0.35 RECREATION SUPERVISOR 0.50 0.50 0.40 0.20 SR OFFICE ASSISTANT 2.00 2.00 2.00 2.00 Total 5.45 5.00 3.75 3.55 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 367 Cultural Events Budget Unit 100-61-605 General Fund-Business and Community Services-Cultural Events Budget at a Glance 2022 Adopted Budget Total Revenues $31,000 Total Expenditures $433,137 Fund Balance $- General Fund Costs $402,137 %Funded by General Fund 92.8% Total Staffing 0.5 FTE Program Overview The Business and Community Service Division's events program produces the City's special events including 4th of July festivities and Big Bunny 5K, and those hosted at Memorial Park and Quinlan Community Center including the Summer Concert Series, Cinema at Sundown, Shakespeare in the Park, and Tree Lighting. This staff also serves as liaison and issues permits for community and cultural events at Memorial Park including the Cherry Blossom Festival, World Journal Festival, Kids 'N Fun Festival, Fall Festival, Veteran's Day Memorial Ceremony,Diwali Festival,and more. Service Objectives • Provide a summer concert series at Memorial Park. • Produce a summer movie series at Memorial Park. • Partner with the San Francisco Shakespeare Company to produce Free Shakespeare in the Park in Cupertino. • Organize and facilitate the 4th of July Independence Day celebration and fireworks show. • Organize and facilitate the Big Bunny 5K fun run. • Bring the community together with the annual Tree Lighting celebration. • Serve as liaison and issue special event permits to nonprofit organization event producers to ensure successful community and cultural festivals in Memorial Park. Adopted Budget On June 15, City Council approved a budget of$433,137 for the Cultural Events program. This represents an increase of$73,874(20.6%)from the FY 2020-21 Adopted Budget. The increase is primarily due to the return of the Summer Events for FY 2021-22, which was reduced in FY 2020-21 due to the COVID-19 Pandemic and State-mandated orders in effect at that time. FY 2021-22 Adopted Budget Parks and Recreation 368 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Miscellaneous Revenue $- $(8,595) $31,000 $31,000 Total Revenues $- $ (8,595) $31,000 $31,000 Expenditures Employee Compensation $71,232 $77,563 $104,897 $88,433 Employee Benefits $29,846 $29,605 $39,342 $31,624 Materials $7,925 $18,199 $36,860 $34,737 Contract Services $179,672 $122,202 $115,410 $219,004 Cost Allocation $45,209 $43,037 $58,947 $52,995 Contingencies $- $- $3,807 $6,344 Total Expenditures $333,884 $290,606 $359,263 $433,137 Fund Balance $- $- $- $- General Fund Costs $333,884 $2991202 $328,263 $402,137 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget COMMUNITY OUTREACH 0.07 0 0 0 SPECIALIST RECREATION COORDINATOR 0.50 0.50 0.50 0.50 Total 0.57 0.50 0.50 0.50 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Parks and Recreation 369 Facilities Budget Unit 100-61-630 General Fund-Business and Community Services-Facilities Budget at a Glance 2022 Adopted Budget Total Revenues $168,395 Total Expenditures $366,893 Fund Balance $- General Fund Costs $198,498 %Funded by General Fund 54.1% Total Staffing 2.2 FTE Program Overview Community Hall provides space for City Council meetings and various Commission meetings, as well as facility rental space available for a variety of activities including business meetings, community events, and Cupertino Library programs. The Quinlan Community Center houses the administrative office of the Parks and Recreation Department and serves as facility space for rentals and a variety of recreational, social, and community activities. Service Objectives • Provide a rental facility for community meetings, business functions, social events, and other similar activities. • Provide a facility for City Channel programming, and City Council, Planning Commission, Parks and Recreation Commission and other City meetings. . Offer in-person and online registration for recreation programs. • Schedule facility space for contractual and staff-run classes and camps. • House the Cupertino Historical Society. • Serve as an Emergency Operations Shelter in case of disasters. Adopted Budget On June 15,City Council approved a budget of$366,893 for the Facilities program.This represents a decrease of$100,083(-21.4%)from the FY 2020-21 Adopted Budget. The decrease is primarily due to staff time being reallocated to other programs. Proposed revenues have been reduced to account for current restrictions due to the COVID-19 Pandemic. FY 2021-22 Adopted Budget Parks and Recreation 370 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $213,102 $118,874 $170,000 $115,000 Charges for Services $458,471 $404,343 $36,455 $53,395 Total Revenues $671,573 $523,217 $206,455 $168,395 Expenditures Employee Compensation $244,541 $255,932 $307,331 $237,255 Employee Benefits $68,225 $89,831 $127,096 $93,053 Materials $33,778 $13,486 $26,379 $28,121 Contract Services $12,060 $19,164 $5,376 $7,572 Cost Allocation $151,524 $58,657 $- $- Contingencies $- $- $794 $892 Total Expenditures $510,128 $437,070 $466,976 $366,893 Fund Balance $- $- $- $- General Fund Costs $ (161,445) $ (86,147) $260,521 $198,498 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget COMMUNITY OUTREACH 0.18 0 0 0 SPECIALIST FACILITY ATTENDANT 1.95 2.00 2.00 2.00 RECREATION SUPERVISOR 0.50 0.50 0.50 0.20 Total 2.63 2.50 2.50 2.20 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 371 Community Outreach and Neighborhood Watch Budget Unit 100-61-632 General Fund-Business and Community Services-Community Outreach and Neighborhood Watch Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview In FY 2018-19, this program was transferred to the City Manager's Office. A complete discussion of this program can be found under Budget Unit 100-12-632. This program will remain in order to maintain historical data, however once all prior year data as listed in the table below is $0, this program will be removed. Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 372 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $40,485 - Employee Benefits $13,650 - Materials $4,179 - Contract Services $91 - Cost Allocation $9,786 - Total Expenditures $68,191 - Fund Balance $- - General Fund Costs $68,190 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Parks and Recreation 373 Administration Budget Unit 100-62-608 General Fund-Recreation and Education-Administration Budget at a Glance 2022 Adopted Budget Total Revenues $12,500 Total Expenditures $722,159 Fund Balance $- General Fund Costs $709,659 %Funded by General Fund 98.3% Total Staffing 3.1 FTE Program Overview This program includes administrative support of senior programs offered at the Senior Center. Administrative duties support the facility and senior programs that focus on enhancing a healthy lifestyle through quality education, recreation, travel, socials, community resources, volunteer opportunities, and facility rentals. Service Objectives • Provide management and supervision of all programs, activities, personnel, and facilities within the senior services division. • Establish program goals and priorities. • Ensure operational hours accommodate community desires. • Provide first-rate customer service and manage customer registration,memberships,point-of-sale,and facility rentals at the Senior Center. Adopted Budget On June 15, City Council approved a budget of $722,159 for the Administration program. This represents a decrease of$62,352(-7.9%)from the FY 2020-21 Adopted Budget. The decrease is primarily due to changes in cost allocation methodology. Revenues have been reduced to account for current restrictions due to the COVID-19 Pandemic. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 374 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $28,134 $17,816 $25,000 $12,500 Total Revenues $28,134 $17,816 $25,000 $12,500 Expenditures Employee Compensation $323,242 $329,984 $377,605 $360,823 Employee Benefits $114,270 $135,429 $147,638 $148,586 Materials $22,426 $7,627 $15,880 $16,039 Contract Services $3,836 $431 $2,800 $3,640 Cost Allocation $690,664 $311,932 $240,121 $192,579 Contingencies $- $- $467 $492 Total Expenditures $1,154,438 $785,403 $784,511 $722,159 Fund Balance $- $- $- $- General Fund Costs $1,126,305 $ 767,588 $759,511 $709,659 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget CASE MANAGER 0.10 0.10 0.10 0 FACILITY ATTENDANT 1.00 1.00 1.00 1.00 RECREATION COORDINATOR 0.25 0.30 0.30 0.30 RECREATION COORDINATOR LTD 0.10 0 0 0 TERM RECREATION SUPERVISOR 0.75 0.95 0.95 0.75 SR OFFICE ASSISTANT 1.00 1.00 1.00 1.00 Total 3.20 3.35 3.35 3.05 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 375 Youth Teen Recreation Budget Unit 580-62-613 Recreation Program-Recreation and Education-Youth Teen Recreation Budget at a Glance 2022 Adopted Budget Total Revenues $742,000 Total Expenditures $1,828,845 Fund Balance $(1,086,845) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 1.7 FTE Program Overview This program encompasses fee-based youth and teen programs such as academic and enrichment classes, STEAM programming, recreational camps, preschool, and special events, enrichment classes for adults, and special interest programming. Service Objectives • Provide a preschool program, summer camps, and an extensive variety of contract classes for youth, teens, and adults, while collaborating with the Cupertino Union School District and Fremont Union High School District on select program offerings. . Promote programs through social media to increase community awareness and interest in programs. • Increase the number of youth and teen Science Technology Engineering Art, and Math (STEAM) programs offered. • Expand all-day summer camp offerings to meet daycare needs of working families. • Provide family-oriented programs designed to increase community engagement. • Provide safe, fun, life-long learning activities that promote the foundations of self-confidence, skill development,and personal growth. • Provide programs that enhance cultural awareness to youth and teens. Adopted Budget On June 15, City Council approved a budget of $1,828,845 for the Youth Teen Recreation program. This represents a decrease of$134,945(-6.9%)from the FY 2020-21 Adopted Budget. The decrease is primarily due to a reduction in Contract Services due to the COVID-19 Pandemic. Revenues have also been reduced to account for the current restrictions due to the pandemic. FY 2021-22 Adopted Budget Parks and Recreation 376 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $1,222,219 $1,195,694 $1,108,517 $742,000 Total Revenues $1,222,219 $1,195,694 $1,108,517 $742,000 Expenditures Employee Compensation $392,428 $332,247 $444,713 $470,409 Employee Benefits $78,652 $97,533 $83,645 $102,897 Materials $68,662 $15,732 $32,030 $31,437 Contract Services $844,453 $695,551 $1,125,286 $918,285 Cost Allocation $346,668 $1,068,022 $250,857 $282,074 Contingencies $- $- $27,259 $23,743 Total Expenditures $1,730,863 $2,209,085 $1,963,790 $1,828,845 Fund Balance $ (508,644) $(1,013,391) $(855,273) $(1,086,845) General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget RECREATION COORDINATOR 1.35 1.35 1.35 1.35 RECREATION SUPERVISOR 0.25 0.25 0.25 0.35 Total 1.60 1.60 1.60 1.70 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 377 Senior Center Budget Unit 100-62-623 General Fund-Recreation and Education-Senior Center Budget at a Glance 2022 Adopted Budget Total Revenues $164,000 Total Expenditures $1,117,651 Fund Balance $- General Fund Costs $953,651 %Funded by General Fund 85.3% Total Staffing 3.0 FTE Program Overview This program includes the coordination and delivery of program services for seniors at the Senior Center. Staff coordinates a well-maintained Senior Center for adults age 50+ including senior adult recreation programs such as enrichment classes, educational presentations, group trips and tours, and social events. In addition, the Senior Center team leverages members to support programs and services through more than 24,000 hours of volunteer service annually.Staff provides referrals for resources available to seniors. Service Objectives • Enhance partnerships with Fremont Union High School District Adult Education, the Santa Clara County Library District,De Anza College,and other local nonprofit agencies. • Provide appreciation events for senior volunteers who support the Parks and Recreation Department throughout the year. • Offer fitness and enrichment courses, educational presentations, group trips and tours, and socialization opportunities to adults age 50+. • Provide volunteer service opportunities for adults age 50+. • Provide a senior-focused annual health fair and senior resource referrals. Adopted Budget On June 15, City Council approved a budget of $1,117,651 for the Senior Center program. This represents a decrease of$46,387(40%)from the FY 2020-21 Adopted Budget. The decrease is primarily due to the reallocation of staff funds to other programs in the City and a change in cost allocation methodology. This is mostly offset by increases in Materials and Contract Services from the return of the Travel Program to the budget, which was reduced in FY 2020-21 in response to the COVID-19 Pandemic and State-mandated orders in effect at that time. Revenues have been reduced to account for the current restrictions due to the pandemic. FY 2021-22 Adopted Budget Parks and Recreation 378 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $3,846 $252 $ - $- Charges for Services $388,892 $361,427 $167,000 $ 164,000 Miscellaneous Revenue $- $1,350 $- $- Total Revenues $392,738 $363,029 $167,000 $164,000 Expenditures Employee Compensation $528,003 $470,472 $542,283 $418,283 Employee Benefits $194,515 $177,296 $100,391 $155,952 Materials $129,906 $85,075 $80,860 $116,815 Contract Services $255,290 $199,364 $80,280 $126,280 Cost Allocation $415,210 $357,244 $356,195 $294,244 Contingencies $- $- $4,029 $6,077 Total Expenditures $1,522,924 $1,289,451 $1,164,038 $1,117,651 Fund Balance $- $- $- $- General Fund Costs $1,130,186 $926,421 $997,038 $953,651 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget CASE MANAGER 1.90 1.90 1.90 0 RECREATION COORDINATOR 1.80 2.70 2.70 2.70 RECREATION COORDINATOR LTD 0.90 0 0 0 TERM RECREATION SUPERVISOR 0.25 0.05 0.05 0.25 Total 4.85 4.65 4.65 2.95 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 379 Teen Programs Budget Unit 100-62-639 General Fund-Recreation and Education-Teen Programs Budget at a Glance 2022 Adopted Budget Total Revenues $3,000 Total Expenditures $367,838 Fund Balance $- General Fund Costs $364,838 %Funded by General Fund 99.2% Total Staffing 0.8 FTE Program Overview This program supports teen programs and services for the Recreation and Education Division.It provides for the supervision and operation of the Cupertino Teen Center, the Youth Activity Board, the Cupertino Teen Leadership Academy,and the teen summer volunteer program. Service Objectives • Empower youth by creating enriching and stress-free programs that foster physical,mental,and social development. . Provide an exclusive space for Cupertino Teens to de-stress,create,study,and to socially develop. • Create opportunities for youth and teens to build their leadership abilities by creating activities, events,and programs by teens for teens. • Create reciprocal engagement and outreach efforts between the City of Cupertino and Cupertino teens. • Develop teen leadership skills and career growth opportunities by providing an interactive teen leadership program. • Provide the opportunity for teens to gain applied skills and develop leadership abilities by participating in the Leader in Training or Junior Swim Instructor programs. • Create programs that support mental health and wellness in youth and teens. Adopted Budget On June 15, City Council approved a budget of$367,838 for the Teen Programs program. This represents an increase of$94,925(34.8%)from the FY 2020-21 Adopted Budget. The increase is primarily due to the reallocation of staff time and a change in cost allocation methodology for this program. This budget now includes expenses for the Hack Cupertino Event ($5,000) which was moved from 100-11-165. FY 2021-22 Adopted Budget Parks and Recreation 380 Revenues have been reduced to account for current restrictions due to the COVID-19 Pandemic. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $210 $2,030 $2,520 $ 1,000 Charges for Services $962 $2,388 $2,500 $2,000 Total Revenues $1,172 $4,418 $5,020 $3,000 Expenditures Employee Compensation $113,823 $117,060 $173,684 $208,032 Employee Benefits $14,299 $16,625 $30,452 $44,515 Materials $23,870 $18,747 $38,595 $45,616 Contract Services $1,761 $145 $800 $800 Cost Allocation $- $- $28,397 $67,715 Contingencies $- $- $985 $1,160 Total Expenditures $153,753 $152,577 $272,913 $367,838 Fund Balance $- $- $- $- General Fund Costs $152,581 $148,159 $267,893 $364,838 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget RECREATION COORDINATOR 0.35 0.35 0.35 0.35 RECREATION SUPERVISOR 0 0 0.20 0.40 Total 0.35 0.35 0.55 0.75 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 381 Neighborhood Events Budget Unit 100-62-640 General Fund-Recreation and Education-Neighborhood Events Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $163,119 Fund Balance $- General Fund Costs $163,119 %Funded by General Fund 100.0% Total Staffing 0.1 FTE Program Overview The Neighborhood Programs provide a varied schedule of summer events in neighborhood parks. Events include outdoor concerts, outdoor movies, performances, and free arts and fitness programs in the parks. These programs are designed to engage new customers and to promote current programs. Service Objectives • To provide outdoor summer concerts in neighborhood parks. • To provide outdoor summer movies in neighborhood parks. . To provide outdoor summer fitness opportunities in neighborhood parks. • To provide outdoor summer arts opportunities in neighborhood parks. • To provide an array of outdoor cultural special events in neighborhood parks. . To provide activities for kids and families of all ages. Adopted Budget On June 15, City Council approved a budget of $163,119 for the Neighborhood Events program. This represents a decrease of$2,061 (-1.2%)from the FY 2020-21 Adopted Budget. The decreases in Employee Compensation and Benefits are due to the reallocation of staff budget to a different program. This is offset by increases in Materials, Contract Services, and Cost Allocation due to the return of the Neighborhood Events program, which was reduced in FY 2020-21 in response to the COVID-19 Pandemic and State-mandated orders in effect at that time. FY 2021-22 Adopted Budget Parks and Recreation 382 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $61,618 $55,145 $86,072 $52,384 Employee Benefits $2,667 $4,065 $21,325 $6,904 Materials $41,809 $11,693 $7,500 $14,756 Contract Services $66,096 $45,920 $36,500 $59,800 Cost Allocation $- $- $12,683 $27,411 Contingencies $- $- $1,100 $1,864 Total Expenditures $172,190 $116,823 $165,180 $163,119 Fund Balance $- $- $- $- General Fund Costs $172,190 $1161823 $165,180 $163,119 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget RECREATION SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.10 0.10 0.10 0.10 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Parks and Recreation 383 Park Facilities Budget Unit 100-63-612 General Fund-Sports,Safety and Outdoor Recreation-Park Facilities Budget at a Glance 2022 Adopted Budget Total Revenues $162,000 Total Expenditures $1,280,136 Fund Balance $- General Fund Costs $1,118,136 %Funded by General Fund 87.3% Total Staffing 2.7 FTE Program Overview Blackberry Farm provides the community with recreational space to swim,picnic, enjoy ranger-led activities, and the Stevens Creek Trail. McClellan Ranch Preserve offers environmental education classes/creek tours to school groups, nature programs, and is the location of the Community Garden program and non-profit operations such as Grassroots Ecology, Santa Clara Valley Audubon Society, UCCE Master Gardeners, and Rolling Hills 4-H Club. The Creekside Park building provides community members with facility space which can be used for a variety of activities. The Monta Vista Recreation Center is home to a diverse array of recreational activities including gymnastics classes and preschool. Service Objectives Blackberry Farm Picnic Grounds and Pools: • Provide the community with two recreational pools for drop-in use and swim lessons. • Continue to offer a Junior Lifeguard course for teens, ages 13-15. • Engage and provide the community with annual 4th of July and Pooch Plunge events. • Partner with the Audubon Society to provide Wildlife&Harvest Day at Blackberry Farm. • Increase residential usage of the facility. • Continue to offer Park Ranger-led activities such as interpretive walks, star-gazing events, and implement a Stevens Creek Corridor volunteer program. McClellan Ranch Preserve: • Continue to offer drop-in visitor hours at the Environmental Education Center and Blacksmith Shop on Saturdays,Sundays,and some school holidays. • Develop park management internship opportunities in partnership with the West Valley Community College Park Management Program. • Partner with SCVAS, Grassroots Ecology, Watershed Stewardship Program Members, Santa Clara Valley Audubon Society,Rolling Hills 4H and UCCE Master Gardeners in providing public education programs. FY 2021-22 Adopted Budget Parks and Recreation 384 . Expand programming opportunities for teens. • Increase volunteer/docent opportunities at McClellan Ranch. • Develop and increase community garden programming. Creekside Park Building: • Rent facility for nonprofit board meetings, birthday parties, school group picnics, and other similar activities. • Provide contract and staff-run classes and camps. . Provide space for year-round farmers'market. Monta Vista Recreation Center: • Provide gymnastics,preschool programming,classes,and camps. • Make space available for co-sponsored clubs and rentals. Adopted Budget On June 15, City Council approved a budget of$1,280,136 for the Park Facilities program. This represents an increase of$96,251 (8.1%)from the FY 2020-21 Adopted Budget. The increase is primarily due to increases in Employee Compensation for part-time staff from the reopening of Blackberry Farm Cafe and Pool for summer of 2021 and adjustments to cost allocation methodology. Revenues have been reduced to account for current restrictions due to the COVID-19 Pandemic. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Environmental Education Center $1,000 $1,000 General Fund EEC animal display enhancements Animal Displays Total $1,000 $1,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 385 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $203,590 $61,446 $59,000 $57,000 Charges for Services $176,470 $122,328 $65,000 $105,000 Total Revenues $380,060 $183,774 $124,000 $162,000 Expenditures Employee Compensation $663,199 $556,910 $600,364 $685,551 Employee Benefits $145,783 $142,660 $177,586 $149,233 Materials $107,451 $56,796 $85,053 $91,460 Contract Services $17,946 $13,937 $86,926 $87,380 Cost Allocation $1,277,319 $1,202,972 $229,792 $261,016 Special Projects $74,498 $71,628 $- $1,000 Contingencies $- $- $4,164 $4,496 Total Expenditures $2,286,196 $2,044,903 $1,183,885 $1,280,136 Fund Balance $- $- $- $- General Fund Costs $1,906,136 $1,861,129 $1,059,885 $1,118,136 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget RECREATION COORDINATOR 2.68 2.68 2.93 2.18 RECREATION COORDINATOR LTD 0 1.00 1.00 0 TERM RECREATION SUPERVISOR 0.75 0.60 0.50 0.50 Total 3.43 4.28 4.43 2.68 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 386 Administration Budget Unit 100-63-615 General Fund-Sports,Safety and Outdoor Recreation-Administration Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $117,951 Fund Balance $- General Fund Costs $117,951 %Funded by General Fund 100.0% Total Staffing 0.5 FTE Program Overview This program supports all facets of the Sports, Safety, and Outdoor Recreation Division. It provides for the supervision and operation of the Cupertino Sports Center, Blackberry Farm Golf Course, Blackberry Farm picnic area and swimming pools, McClellan Ranch Preserve, Monta Vista Recreation Center and Creekside Park building. The Sports, Safety, and Outdoor Recreation Division includes a diverse offering of recreation programs for all ages including sports leagues, camps/classes, nature programs, volunteer opportunities, drop-in activities,special events,aquatics,golf,and specialty classes. Service Objectives • Efficiently manage the Cupertino Sports Center,Blackberry Farm Golf Course,Blackberry Farm picnic sites and swimming pools, McClellan Ranch Preserve, Monta Vista Recreation Center, Creekside Park building,and field use permitting for nine school sites and various City fields. • Continue to improve coordination among staff within the Stevens Creek Corridor in order to enhance customer service and the experience for park visitors. • Oversee marketing,budget development,and program plans for all locations. • Continue to expand the aquatics program. Adopted Budget On June 15, City Council approved a budget of$117,951 for the Administration program. This represents an increase of$7,751 (7.0%)from the FY 2020-21 Adopted Budget. The increase is primarily due to changes in cost allocation methodology. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 387 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $49,338 $38,405 $54,067 $55,657 Employee Benefits $18,936 $14,462 $24,066 $24,944 Materials $2,600 $475 $270 $273 Contract Services $412 $20 $- $- Cost Allocation $108,578 $43,392 $31,790 $37,070 Contingencies $- $- $7 $7 Total Expenditures $179,864 $96,754 $110,200 $117,951 Fund Balance $- $- $- $- General Fund Costs $179,864 $96,755 $110,200 $117,951 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget RECREATION SUPERVISOR 0.40 0.40 0.45 0.45 Total 0.40 0.40 0.45 0.45 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Parks and Recreation 388 Blackberry Farm Golf Course Budget Unit 560-63-616 Blackberry Farm-Sports,Safety and Outdoor Recreation-Blackberry Farm Golf Course Budget at a Glance 2022 Adopted Budget Total Revenues $340,000 Total Expenditures $679,646 Fund Balance $(259,654) General Fund Costs $79,992 %Funded by General Fund 11.8% Total Staffing 1.2 FTE Program Overview Blackberry Farm Golf Course provides a nine-hole golf facility to the community that serves all ages. Service Objectives . Increase the golfer base through private golf instruction, family events, high school golf team partnerships,leagues,and camps. • Continue to operate a golf course pro shop where customers may purchase golfing accessories and concessions. Adopted Budget On June 15, City Council approved a budget of$679,646 for the Blackberry Farm Golf Course program. This represents a decrease of$4,586(-0.7%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 389 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $28,489 $32,687 $30,000 $30,000 Charges for Services $288,128 $305,524 $180,000 $310,000 Total Revenues $316,617 $338,211 $210,000 $340,000 Expenditures Employee Compensation $ 148,832 $101,209 $170,410 $ 175,778 Employee Benefits $41,855 $53,912 $58,778 $60,543 Materials $93,667 $96,060 $108,003 $105,045 Contract Services $258,580 $252,429 $248,885 $274,845 Cost Allocation $91,476 $82,294 $89,471 $53,938 Contingencies $- $- $8,685 $9,497 Total Expenditures $634,410 $585,904 $684,232 $679,646 Fund Balance $ (317,793) $362,307 $(24,232) $(259,654) General Fund Costs $- $610,000 $450,000 $79,992 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget RECREATION COORDINATOR 0.90 1.00 1.00 1.00 RECREATION SUPERVISOR 0 0.15 0.15 0.15 Total 0.90 1.15 1.15 1.15 There no changes to the current level of staffing. FY 2021-22 Adopted Budget Parks and Recreation 390 Outdoor Recreation Budget Unit 580-63-620 Recreation Program-Sports,Safety and Outdoor Recreation-Outdoor Recreation Budget at a Glance 2022 Adopted Budget Total Revenues $657,000 Total Expenditures $1,158,012 Fund Balance $305,797 General Fund Costs $806,809 %Funded by General Fund 69.7% Total Staffing 1.9 FTE Program Overview This program encompasses the coordination and delivery of a wide range of sports, fitness, and outdoor activities for youth and adults. Service Objectives • Operate a summer learn-to-swim program for infants,children,teens,and adults. • Coordinate spring,summer,and fall adult softball leagues. • Provide sports,dance,fitness,and wellness classes for youth,teens,and adults. . Manage user group field rentals under the Cupertino Union School District/City Joint Use Agreement. . Increase nature,blacksmithing, and environmental classes for parent/child,teens,and adults. • Provide a summer nature and science program. • Offer fee-based gardening programs for youth and adults. Adopted Budget On June 15, City Council approved a budget of $1,158,012 for the Outdoor Recreation program. This represents an increase of$250,317(27.6%)from the FY 2020-21 Adopted Budget. The increase is primarily due to increases in Employee Compensation for part-time staff from the return of the Learn-to-Swim program and Contract Services from the return of outdoor contractual camps and classes, which were reduced and canceled in FY 2020-21 in response to the COVID-19 Pandemic and the State- mandated orders in effect at that time. Revenues have been reduced to account for the current restrictions due to the pandemic. FY 2021-22 Adopted Budget Parks and Recreation 391 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $ 139,590 $62,726 $140,000 $312,000 Charges for Services $624,377 $330,156 $343,225 $345,000 Total Revenues $763,967 $392,882 $483,225 $657,000 Expenditures Employee Compensation $305,646 $309,752 $234,270 $309,653 Employee Benefits $ 111,674 $156,600 $97,848 $93,440 Materials $ 120,385 $14,874 $24,153 $21,969 Contract Services $409,487 $187,681 $254,261 $444,888 Cost Allocation $245,281 $263,234 $281,896 $276,391 Contingencies $- $- $15,267 $11,671 Total Expenditures $1,192,473 $932,141 $907,695 $1,158,012 Fund Balance $(428,506) $25,742 $737,530 $305,797 General Fund Costs $- $565,000 $1,162,000 $806,809 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget RECREATION COORDINATOR 2.20 2.17 1.92 1.70 RECREATION SUPERVISOR 0.25 0.25 0.15 0.15 Total 2.45 2.42 2.07 1.85 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 392 Sports Center Operations Budget Unit 570-63-621 Sports Center-Sports,Safety and Outdoor Recreation-Sports Center Operations Budget at a Glance 2022 Adopted Budget Total Revenues $2,701,000 Total Expenditures $2,902,360 Fund Balance $(201,360) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 2.5 FTE Program Overview The Cupertino Sports Center offers a variety of health and wellness activities including a full fitness center, and a wide assortment of fitness classes, youth sports classes, and a variety of racquet sports, including tennis,table tennis,pickle ball,and badminton classes,camps,and programs. Service Objectives • Increase memberships,participation in fitness classes, and enrollment in contract camps and classes. • Market programs through social media, the recreation schedule, a new electronic sign on Stevens Creek Blvd.,and the City website. . Collaborate with Public Works to ensure successful implementation of Capital Improvement Projects. • Explore new program offerings. Adopted Budget On June 15, City Council approved a budget of $2,902,360 for the Sports Center Operations program. This represents an increase of$1,545,498(113.9%)from the FY 2020-21 Adopted Budget. The increase is primarily due to the return of Contract Services for tennis and exercise programs, camps, and classes, which were reduced and canceled in FY 2020-21 in response to the COVID-19 Pandemic and State- mandated orders in effect at that time and the Sports Center closure from the seismic retrofit construction in the fall of 2020. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 393 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $818 $266,504 $120,000 $351,000 Charges for Services $2,343,653 $2,099,161 $761,112 $2,350,000 Total Revenues $2,344,471 $2,365,665 $881,112 $2,701,000 Expenditures Employee Compensation $373,687 $363,610 $309,511 $397,428 Employee Benefits $99,189 $139,639 $108,243 $136,835 Materials $41,425 $32,104 $26,061 $46,736 Contract Services $1,859,543 $1,646,106 $666,373 $2,032,418 Cost Allocation $246,455 $240,427 $196,789 $236,964 Special Projects $4,760 $- $- $- Contingencies $- $- $49,885 $51,979 Total Expenditures $2,625,059 $2,421,886 $1,356,862 $2,902,360 Fund Balance $ (280,588) $891,779 $184,250 $(201,360) General Fund Costs $- $948,000 $660,000 $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget OFFICE ASSISTANT 1.00 1.00 1.00 1.00 RECREATION COORDINATOR 1.02 1.00 1.00 1.00 RECREATION SUPERVISOR 0.25 0.25 0.25 0.45 Total 2.27 2.25 2.25 2.45 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Parks and Recreation 394 Disaster Preparedness Budget Unit 100-63-633 General Fund-Sports,Safety and Outdoor Recreation-Disaster Preparedness Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview In FY 2018-19, this program was transferred to the City Manager's Office. A complete discussion of this program can be found under Budget Unit 100-12-633. This program will remain in order to maintain historical data, however once all prior year data as listed in the table below is $0, this program will be removed. Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Parks and Recreation 395 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $46,691 - Employee Benefits $17,823 - Materials $4,466 - Cost Allocation $20,267 Total Expenditures $89,247 - Fund Balance $- General Fund Costs $89,246 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Parks and Recreation 396 Community Development FY 2021-22 Adopted Budget Community Development 397 This page intentionally left blank. FY 2021-22 Adopted Budget Community Development 398 Department Overview Budget Units Budget Unit Program 2022 Adopted Budget Community Development $1,123,490 100-70-700 Community Development Administration $1,123,490 Planning $5,635,525 100-71-701 Current Planning $3,581,582 100-71-702 Mid and Long Term Planning $1,721,869 100-71-704 Annexations $- 100-71-705 Economic Development $332,074 Housing Services $1,942,166 260-72-707 CDBG General Admin $124,376 260-72-709 CDBG Capital/Housing Projects $321,484 260-72-710 CDBG Public Service Grants $63,112 265-72-711 BMR Affordable Housing Fund $1,309,132 100-72-712 Human Service Grants $124,062 Building $4,786,365 100-73-713 General Building $1,019,751 100-73-714 Building Plan Review $2,198,571 100-73-715 Building Code Enforcement $1,481,425 100-73-718 Muni Code Enforcement $86,618 Code Enforcement $1,202,392 100-74-202 Code Enforcement $1,202,392 Total $14,689,938 FY 2021-22 Adopted Budget Community Development 399 Budget at a Glance 2022 Adopted Budget Total Revenues $8,595,401 Total Expenditures $14,689,938 Fund Balance $2,261,047 General Fund Costs $8,355,584 %Funded by General Fund 56.9% Total Staffing 33.5 FTE Organization Benjamin Fu,Director of Community Development Director of Community Development Assistant Director of Economic Development Communit Housing Manager Planning Manager Manager Management Y Analyst Development/Building (part-time) Official Senior Code Administrative Permit Center Deputy Building Senior Planner Senior Planner(3) Enforcement Officer(2) Assistant(2) Manager Official Associate Planner Code Enforcement Plan Check Senior Building (3) Officer Office Assistant Engineer(2) Inspector Assistant Planner Permit Technician Building Inspector (2) (3) (4) Permit Technician FY 2021-22 Adopted Budget Community Development 400 Performance Measures Goal: Review and guide development activity to ensure compliance with relevant codes and policies, and alignment with community values to promote and enhance Cupertino's community-wide quality of life. Benefit:Cupertino is a thriving city to live,work,learn and play. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Building permit applications plan N/A 92% °94/° 80% reviewed within 15 business days Customer/Applicants visiting the Building Permit Counter shall be N/A 93% **0% 80%, assisted within 15 minutes Applicants visiting the Planning N/A 91% **0/° 50/°° Counter shall be assisted Building permit applications 68% 63% **0% 75% reviewed over-the-counter(OTC) Average number of days to initiate 1.35 0.21 0.05 <7 investigation of code complaints Code enforcement cases resolved 88.63% 85%° 98% 80% without issuance of citations Landlord-tenant counseling and 55 29 21 100 per year dispute resolution cases provided Below market rate rental and 11 12 6 15 per year purchase vacancies filled Housing resources and referrals 1040 600 300 400 per year provided Complimentary/courtesy prelim app N/A 83% 72/° 80/°° reviews completed within 4 weeks2 Public Outreach Events N/A 4 2 12 per year *Data provided from July 2019-February 2020 due to the shelter-in-place mandate. **No data due to closure of city hall. FY 2021-22 Adopted Budget Community Development 401 Workload Indicators Planning Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of preliminary reviews 90 112 75 Number of planning applications received 138 198 132 Number of planning counter inquiries N/A 2284* 0** Housing Services Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of housing resources and referrals 1040 139 77 Number of BMR rental and ownership 11 12 6 vacancies filled Number of landlord tenant counseling and 55 29 21 dispute cases received Number of annual HUD documents(CAPER, Action Plan,Consolidated Plan, 2 2 2 Affirmatively Furthering Fair Housing) completed Housing and Human Services Grant Funds 35 9 25 inquiries Building Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of permits received 2,321 2,133 1,159 Number of inspections requested 13,625 19,331 5,891 Number of building counter inquiries N/A 5,571* 0** *Data provided from July 2019-February 2020 due to the shelter-in-place mandate. **No data due to closure of city hall. Adopted Budget On June 15, City Council approved a budget of $14,689,938 for the Community Development department. This represents an increase of$3,805,223(35.0%)from the FY 2020-21 Adopted Budget. FY 2021-22 Adopted Budget Community Development 402 The increase is primarily due to General Plan update and City Work Plan contract services. FY 2021-22 Adopted Budget Community Development 403 Adopted Expenditures by Division . •• ■ Planning Building ■ Housing Services Code Enforcement Community Development Department Expenditure History $14.7M $10.9M $9.84M $9.35M 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget FY 2021-22 Adopted Budget Community Development 404 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Taxes $159,179 $39,000 $3,025,898 $3,611,855 Licenses and Permits $4,072,243 $4,665,560 $3,115,000 $3,115,000 Use of Money and Property $2,659 $2,581 $3,300 $3,300 Intergovernmental Revenue $344,323 $357,527 $397,270 $463,996 Charges for Services $3,387,551 $1,169,345 $ 1,135,000 $1,135,000 Fines and Forfeitures $190,550 $127,723 $225,000 $225,000 Miscellaneous Revenue $302,940 $62,014 $48,750 $41,250 Total Revenues $8,459,445 $6,423,750 $7,950,218 $8,595,401 Expenditures Employee Compensation $3,132,061 $3,520,711 $3,866,430 $4,647,828 Employee Benefits $1,271,121 $1,498,384 $1,699,406 $2,136,332 Materials $714,672 $696,404 $873,685 $1,029,806 Contract Services $334,768 $525,498 $586,888 $893,725 Cost Allocation $2,490,593 $2,440,524 $3,592,758 $4,214,034 Special Projects $1,895,890 $664,235 $250,000 $1,734,100 Contingencies $- $- $15,548 $34,113 Total Expenditures $9,839,105 $9,345,756 $10,884,715 $14,689,938 Fund Balance $ (269,573) $ (485,463) $2,343,202 $2,261,047 General Fund Costs $1,110,087 $2,436,544 $5,277,699 $8,355,584 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 405 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 1.00 1.00 1.00 1.75 ASSISTANT CITY MANAGER 0.78 0 0 0 ASSISTANT PLANNER 2.00 2.00 2.00 2.00 ASSIST DIR OF COMMITY DEV 1.00 1.00 1.00 1.00 ASSOCIATE PLANNER 3.00 3.00 3.00 3.00 BUILDING INSPECTOR 3.92 3.92 3.92 3.92 CODE ENFORCEMENT OFFICER 0 0 0 1.00 DEPUTY BOARD CLERK 0.75 0.75 0.75 0 DEPUTY BUILDING OFFICIAL 0 1.00 1.00 1.00 DIRECTOR OF COMM 0.94 0.94 0.94 0.94 DEVELOPMENT ECONOMIC DEVELOPMENT 0 0 0 1.00 MANAGER MANAGEMENT ANALYST 1.00 1.00 1.00 1.00 OFFICE ASSISTANT 1.00 1.00 1.00 1.00 PERMIT CENTER MANAGER 1.00 1.00 1.00 1.00 PERMIT TECHNICIAN 3.00 3.00 3.00 4.00 PLAN CHECK ENGINEER 2.00 2.00 1.00 2.00 PLANNING MANAGER 1.90 1.90 1.90 1.90 SENIOR PLANNER 1.90 1.90 2.00 4.00 SR BUILDING INSPECTOR 0.98 0.98 0.98 0.98 SR CODE ENFORCEMENT OFFICER 3.00 3.00 3.00 2.00 Total 29.17 29.39 28.49 33.49 FY 2021-22 Adopted Budget Community Development 406 Community Development Administration Budget Unit 100-70-700 General Fund-Community Development-Community Development Administration Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $1,123,490 Fund Balance $- General Fund Costs $1,123,490 %Funded by General Fund 100.0% Total Staffing 0.5 FTE Program Overview The Community Development Administration program manages general office and oversight functions for the Community Development Department. Service Objectives • Coordinate and direct general office affairs related to community development functions. . Manage professional and administrative staff. • Prepare and implement the department budget. • Coordinate as necessary with other departments in the City. . Review and evaluate City and department goals and objectives. Adopted Budget On June 15, City Council approved a budget of$1,123,490 for the Community Development Administration program.This represents an increase of$392,907(53.8%)from the FY 2020-21 Adopted Budget. The increase is primarily due to a one-time special project for Homeless Jobs Program and an increase in cost allocation resulting from a change in methodology. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Community Development 407 Special Project Appropriation Revenues Funding Source Description Strategic Goal City Work Program:Create a jobs program for up to 2 Homeless Jobs individuals for 6 Program $200,000 $200,000 General Fund months.Could Housing involve a job in maintenance of parks or in Public Works. Total $200,000 $200,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Miscellaneous Revenue $20 $180 $- $- Total Revenues $20 $180 $- $- Expenditures Employee Compensation $79,223 $98,923 $112,188 $101,876 Employee Benefits $30,403 $32,218 $37,199 $39,243 Materials $5,596 $7,719 $24,674 $23,726 Contract Services $1,843 $66,498 $103,380 $103,380 Cost Allocation $498,053 $454,929 $449,941 $652,087 Special Projects $- $- $- $200,000 Contingencies $- $- $3,201 $3,178 Total Expenditures $615,118 $660,287 $730,583 $1,123,490 Fund Balance $- $- $- $- General Fund Costs $615,098 $660,108 $730,583 $1,123,490 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 408 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSISTANT CITY MANAGER 0.25 0 0 0 DIRECTOR OF COMM 0.30 0.30 0.30 0.30 DEVELOPMENT MANAGEMENT ANALYST 0.20 0.20 0.20 0.20 Total 0.75 0.50 0.50 0.50 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Community Development 409 Current Planning Budget Unit 100-71-701 General Fund-Planning-Current Planning Budget at a Glance 2022 Adopted Budget Total Revenues $1,037,500 Total Expenditures $3,581,582 Fund Balance $- General Fund Costs $2,544,082 %Funded by General Fund 71.0% Total Staffing 8.6 FTE Program Overview The Current Planning program serves to review projects and implement City ordinances, land use plans and the General Plan goals and objectives through the planning review and building plan check processes. Service Objectives • Maintain a high level of customer service. • Provide assistance at the public counter,over the telephone,or via email. • Implement the City's General Plan,land use plans and Zoning Ordinance. • Evaluate Planning applications for consistency with City ordinance, General Plan goals, and applicable State and Federal regulations. • Coordinate internal review of Planning applications with other City departments. • Conduct environmental review of projects in compliance with California Environmental Quality Act (CEQA)and applicable regional,State and Federal regulations. • Provide technical analysis and recommendations to the Council, Planning Commission and Design Review Committee. • Review building permits to ensure implementation of zoning requirements, environmental mitigation measures and planning entitlement conditions of approval. Adopted Budget On June 15, City Council approved a budget of$3,581,582 for the Current Planning program. This represents an increase of$834,287(30.4%)from the FY 2020-21 Adopted Budget. The increase is primarily due to a one-time special project for estimated legal fees as well as an increase in cost allocation resulting from a change in methodology. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Community Development 410 Special Project Appropriations Revenues Funding Source Description Legal fee estimate Legal Fees $500,000 $500,000 General Fund for current planning projects in FY 21-22. Total $500,000 $500,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $1,534,193 $1,129,604 $ 1,000,000 $1,000,000 Miscellaneous Revenue $70,846 $57,522 $45,000 $37,500 Total Revenues $1,605,039 $1,187,126 $1,045,000 $1,037,500 Expenditures Employee Compensation $875,109 $860,832 $1,003,612 $ 1,157,235 Employee Benefits $326,246 $337,398 $407,829 $498,374 Materials $31,711 $10,225 $32,374 $30,910 Contract Services $2,334 $9,983 $- $1,464 Cost Allocation $729,234 $731,686 $1,252,671 $1,392,790 Special Projects $388,463 $306,761 $50,000 $500,000 Contingencies $- $- $809 $809 Total Expenditures $2,353,097 $2,256,885 $2,747,295 $3,581,582 Fund Balance $- $- $- $- General Fund Costs $748,056 $1,069,758 $1,702,295 $2,544,082 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 411 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 0 0 0 0.60 ASSISTANT CITY MANAGER 0.23 0 0 0 ASSISTANT PLANNER 2.00 2.00 2.00 2.00 ASSOCIATE PLANNER 2.40 2.40 2.40 2.40 DEPUTY BOARD CLERK 0.60 0.60 0.60 0 DIRECTOR OF COMM 0.28 0.28 0.28 0.28 DEVELOPMENT MANAGEMENT ANALYST 0.40 0.40 0.40 0.40 PERMIT TECHNICIAN 0 0 0 1.00 PLANNING MANAGER 0.50 0.50 0.50 0.50 SENIOR PLANNER 1.25 1.25 1.30 1.40 Total 7.66 7.43 7.48 8.58 A Permit Technician was added to this budget unit in FY 21-22. FY 2021-22 Adopted Budget Community Development 412 Mid and Long Term Planning Budget Unit 100-71-702 General Fund-Planning-Mid and Long Term Planning Budget at a Glance 2022 Adopted Budget Total Revenues $138,750 Total Expenditures $1,721,869 Fund Balance $- General Fund Costs $1,583,119 %Funded by General Fund 91.9% Total Staffing 3.5 FTE Program Overview The Mid- and Long-Term Planning program assists the community in preparing, reviewing and amending documents including the General Plan, Specific Plans, Conceptual Plans, and the Municipal Code, including the Zoning Ordinance. Additionally, the program anticipates and evaluates trends, and develops strategies and plans to help the City address change. Service Objectives • Review and amend the City's General Plan, Housing Element, and Municipal Code, including the Zoning Ordinance,Specific,Conceptual and Master Plans. • Ensure City processes and regulations are in compliance with State and Federal regulations,including the California Environmental Quality Act(CEQA). . Review and implement policies in the General Plan, Housing Element, Zoning Ordinance, Specific, Conceptual and Master Plans. • Coordinate with various local,regional,State and Federal agencies on projects. • Facilitate the planning and implementation of the City Council's annual community development goals and objectives. Adopted Budget On June 15, City Council approved a budget of $1,721,869 for the Mid and Long Term Planning program. This represents an increase of$707,486(69.7%)from the FY 2020-21 Adopted Budget. The increase is due to City Work Plan contract services,primarily the RHNA and General Plan Update items noted in the Special Projects table below. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Community Development 413 Special Project Appropriation Revenue Funding Source Description Strategic Goal City Work Program: Analyze methods to limit the implementation timeline for entitled/future projects and encourage Development development. $10,000 $10,000 General Fund Quality of Life Accountability Monitor implementation of development agreements and conditions of approval.Review and establish accountability in the project approval process. City Work Program:Update Sign Ordinance existing Update $25,000 $25,000 General Fund provisions Quality of Life particularly in the temporary sign regulations. City Work RHNA and Program: General Plan Housing Element Update update and $295,000 $295,000 General Fund associated Housing rezoning/possible Specific Plan updates FY 2021-22 Adopted Budget Community Development 414 City Work Program:Amend GP and Code and zoning code to provide objective standards as Review and identified in Update General 2019-2020 Plan(GP)and $250,000 $250,000 General Fund evaluation.Rev- Quality of Life Municipal evaluate the Code Heart of the City Specific Plan for sections of the plan that could be clarified and updated easily with objective standards. Scanning files Laserfiche into laserfiche to planning map $30,000 $30,000 General Fund assist with N/A scanning mapping services for residents City Work Program: Encourage compliance by Encouraging existing Sustainability Dark Sky $10,000 $10,000 General Fund commercial and Fiscal Compliance properties and Strategy other organizations, including school sites. Total $620,000 $620,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 415 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $1,415,725 $17,930 $135,000 $135,000 Miscellaneous Revenue $160,835 $- $3,750 $3,750 Total Revenues $1,576,560 $17,930 $138,750 $138,750 Expenditures Employee Compensation $282,913 $333,541 $386,265 $529,702 Employee Benefits $103,392 $125,704 $151,978 $223,676 Materials $2,417 $2,307 $4,224 $14,260 Contract Services $847 $8,911 $7,500 $7,500 Cost Allocation $157,674 $170,561 $264,123 $317,062 Special Projects $920,313 $270,101 $200,000 $620,000 Contingencies $- $- $293 $9,669 Total Expenditures $1,467,556 $911,125 $1,014,383 $1,721,869 Fund Balance $- $- $- $- General Fund Costs $(109,004) $893,195 $875,633 $1,583,119 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 0 0 0 0.15 ASSISTANT CITY MANAGER 0.20 0 0 0 ASSOCIATE PLANNER 0.60 0.60 0.60 0.60 DEPUTY BOARD CLERK 0.15 0.15 0.15 0 DIRECTOR OF COMM 0.24 0.24 0.24 0.24 DEVELOPMENT MANAGEMENT ANALYST 0.20 0.20 0.20 0.20 PLANNING MANAGER 0.60 0.60 0.60 0.60 SENIOR PLANNER 0.65 0.65 0.70 1.70 Total 2.64 2.44 2.49 3.49 A Senior Planner was added to this budget unit in FY 21-22. FY 2021-22 Adopted Budget Community Development 416 Annexations Budget Unit 100-71-704 General Fund-Planning-Annexations Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview The Annexations program was created in FY 2014-15 to account for annexations of property from outside city limits. Service Objectives . Identify and process annexations Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Cost Allocation $903 $- $727 $- Total Expenditures $903 $- $727 $- Fund Balance $- $- $- $- General Fund Costs $903 $- $727 $- FY 2021-22 Adopted Budget Community Development 417 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Community Development 418 Economic Development Budget Unit 100-71-705 General Fund-Planning-Economic Development Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $332,074 Fund Balance $- General Fund Costs $332,074 %Funded by General Fund 100.0% Total Staffing 1.0 FTE Program Overview The Economic Development program specifically targets business retention, expansion, and attraction with a focus on small business development,in order to support the City's financial stability. Service Objectives • Provide assistance and support to businesses to enable job creation, new business formation, private investment, and industry evolution. • Conduct outreach to existing small businesses to create strong working relationships. • Collaborate with internal city team members to keep the needs of businesses in the forefront when reviewing applications and projects. • Partner with local business associations, agencies, and organizations to create a strong and cohesive network offering business support and assistance. • Provide the public with current data and information easily accessible online or in printed format. • Assist with policy formation to align with business and community goals. Adopted Budget On June 15,City Council approved a budget of$332,074 for the Economic Development program. This function was located in the Administration Department, within the City Manager's Division in FY 2020- 21. It was adopted at$430,494, representing a$98,420 decrease or 22.9%. This decrease is primarily due to a reduction in contract serves as a result of the function likely to be carried out by City staff. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Community Development 419 Special Project Appropriation Revenue Funding Source Description Strategic Goals City Work Regulating Program: Diversified $5,000 $5,000 General Fund Research, Quality of Life Retail analysis,and outreach Additional Targeted funding to align Marketing with increased Program to $9,100 $9,100 General Fund demand for N/A Assist Small small local Businesses business assistance Total $14,100 $14,100 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $37,374 $- $- $- Employee Benefits $11,075 $- $- $- Materials $5,887 $- $- $53,848 Contract Services $10,327 $- $- $243,000 Cost Allocation $8,419 $- $- $13,227 Special Projects $16,728 $- $- $14,100 Contingencies $- $- $- $7,899 Total Expenditures $89,810 $- $- $332,074 Fund Balance $- $- $- $- General Fund Costs $89,810 $- $- $332,074 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 420 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ECONOMIC DEVELOPMENT 0 0 0 1.00 MANAGER Total 0 0 0 1.00 In FY 2021-22, the Economic Development Manager position was transferred from the Administration Department to the Community Development Department. FY 2021-22 Adopted Budget Community Development 421 CDBG General Admin Budget Unit 260-72-707 CDBG-Housing Services-CDBG General Admin Budget at a Glance 2022 Adopted Budget Total Revenues $79,439 Total Expenditures $124,376 Fund Balance $(44,937) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 0.5 FTE Program Overview The General Administration of the Community Development Block Grant (CDBG) federal entitlement program is reserved for program administration costs to cover salary and benefits of staff who operate the CDBG program. The CDBG program is a federal entitlement program which serves low- and moderate- income Cupertino residents. CDBG program administration costs represent 20% of the City's annual federal CDBG allocation plus prior year program income. Service Objectives • Prepare and submit an Annual Plan to the US Department of Housing and Urban Development (HUD). • Prepare and submit annual Consolidated Annual Performance and Evaluation Report (CAPER) to HUD. • Prepare and submit a five-year Consolidated Plan to HUD. • Meet quarterly with Santa Clara County CDBG Coordinators. • Conduct four-eight public hearings per year to allocate CDBG funding, review Annual Plan, CAPER, and Consolidated Plan. . Provide technical assistance to grantees and applicants. . Monitor grantees for compliance with federal regulations. Adopted Budget On June 15, City Council approved a budget of $124,376 for the CDBG General Admin program. This represents an increase of$27,181 (28.0%)from the FY 2020-21 Adopted Budget. The increase is primarily due to an increase in negotiated salary and benefits. FY 2021-22 Adopted Budget Community Development 422 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $48,691 $75,442 $79,450 $ 79,439 Total Revenues $48,691 $75,442 $ 79,450 $79,439 Expenditures Employee Compensation $36,624 $57,144 $65,674 $84,330 Employee Benefits $20,011 $27,543 $31,521 $40,046 Total Expenditures $56,635 $84,687 $97,195 $124,376 Fund Balance $(7,944) $(9,245) $(17,745) $(44,937) General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget PLANNING MANAGER 0.39 0.39 0.39 0.39 SENIOR PLANNER 0 0 0 0.10 Total 0.39 0.39 0.39 0.49 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Community Development 423 CDBG Capital/Housing Projects Budget Unit 260-72-709 CDBG-Housing Services-CDBG Capital/Housing Projects Budget at a Glance 2022 Adopted Budget Total Revenues $324,745 Total Expenditures $321,484 Fund Balance $3,261 General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview This portion of the Community Development Block Grant (CDBG) federal entitlement program is reserved for grants and loans to non-profit developers and agencies for eligible activities such as public improvements, property acquisition for affordable housing, rehabilitation of affordable units, and development of affordable housing. CDBG Capital/Housing costs represent 65%of the City's annual federal CDBG allocation plus prior year program income. Service Objectives • Issue Requests for Proposals(RFPs)on an annual basis for Capital/Housing Projects. . Review applications and make funding recommendations to Housing Commission and City Council. • On a quarterly basis, monitor grants, disburse funding, and collect demographic information from each grantee. • Review quarterly reports and reimbursements requests from agencies and enter data into HUD IDIS program. • Coordinate entitlement process with the Planning Division for affordable development projects. • Monitor project progress of grantees through the construction phase. • Coordinate CEQA/NEPA environmental review processes for all affordable developments. • Coordinate preparation of all grant and loan agreements, Deeds of Trust, Promissory Notes, and Regulatory Agreements. • On an annual basis,prepare grant agreements or amendments for each grantee. • Provide technical assistance to grantees and applicants. • Monitor grantees for compliance with federal regulations. Adopted Budget On June 15, City Council approved a budget of $321,484 for the CDBG Capital/Housing Projects program. This represents an increase of$61,484(23.6%)from the FY 2020-21 Adopted Budget. This increase is due to additional materials and grant support for the Capital/Housing Projects program. FY 2021-22 Adopted Budget Community Development 424 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $2,659 $2,581 $3,300 $3,300 Intergovernmental Revenue $240,201 $227,111 $258,232 $321,445 Total Revenues $242,860 $229,692 $261,532 $324,743 Expenditures Materials $240,201 $227,111 $260,000 $321,484 Total Expenditures $240,201 $227,111 $260,000 $321,484 Fund Balance $2,659 $2,581 $1,532 $3,261 General Fund Costs $- $- $- $- Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Community Development 425 CDBG Public Service Grants Budget Unit 260-72-710 CDBG-Housing Services-CDBG Public Service Grants Budget at a Glance 2022 Adopted Budget Total Revenues $63,112 Total Expenditures $63,112 Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview This portion of the Community Development Block Grant (CDBG) federal entitlement program is reserved for grants to nonprofit agencies serving low- and moderate-income Cupertino residents. The agencies provide services such as food assistance,job training, emergency housing, legal assistance, etc. CDBG Public Services costs represent 15%of the City's annual federal CDBG allocation plus prior year program income. Service Objectives • Issue Requests for Proposals(RFPs)on a bi-or tri-annual basis for public services programs. . Review applications and make funding recommendations to Housing Commission and City Council. . On a quarterly basis, monitor grants, disburse funding, and collect demographic information from each grantee. . Review quarterly reports and reimbursements requests from agencies and enter data into HUD IRIS program. • On an annual basis,prepare grant agreements or amendments for each grantee. • Provide technical assistance to grantees and applicants. • Monitor grantees for compliance with federal regulations. Adopted Budget On June 15, City Council approved a budget of $63,112 for the CDBG Public Service Grants program. This represents a decrease of$1,888(-2.9%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged since last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 426 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $55,431 $54,974 $59,588 $63,112 Total Revenues $55,431 $54,974 $59,588 $63,112 Expenditures Materials $55,431 $54,974 $65,000 $63,112 Total Expenditures $55,431 $54,974 $65,000 $63,112 Fund Balance $- $- $ (5,412) $- General Fund Costs $- $- $- $- Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Community Development 427 BMR Affordable Housing Fund Budget Unit 265-72-711 BMR Housing-Housing Services-BMR Affordable Housing Fund Budget at a Glance 2022 Adopted Budget Total Revenues $3,611,855 Total Expenditures $1,309,132 Fund Balance $2,302,723 General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 1.2 FTE Program Overview This program covers administration of the Below Market Rate(BMR)Housing program. Service Objectives • Contract with BMR Program Administrator annually for services relating to rental and ownership units. • Prepare and monitor agreement, process monthly reimbursement requests, and provide technical assistance to BMR Program Administrator. • Review and maintain the Policy and Procedures Manual for Administering Deed Restricted Affordable Housing Units(BMR Manual). • Review and maintain the BMR Housing Mitigation Program Procedural Manual (Housing Mitigation Manual) Adopted Budget On June 15, City Council approved a budget of$1,309,132 for the BMR Affordable Housing Fund program. This represents an increase of$648,061 (98.0%)from the FY 2020-21 Adopted Budget. The increase is due to one-time special projects and cost allocation resulting from a change in methodology. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Community Development 428 Special Project Appropriation Revenue Funding Source Description Strategic Goal Consider Options to Develop ELI and City Work Program: BMR Housing Units for Identify ways to build ELI and Developmentally Disabled BMR housing units for Individuals on $100,000 $100,000 General Fund Housing City-owned developmentally disabled. Property along Investigate Mary Avenue as well as the additional sites Outback for BMR or ELI Steakhouse housing. Location City Work Program:Draft an Implementation Plan to the Santa Clara County City Plan to End Community $300,000 $300,000 General Fund Housing Homelessness Plan to End Homelessness 2020-25 to create a roadmap for addressing homelessness in Cupertino. Total $400,000 $400,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 429 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Taxes $159,179 $39,000 $3,025,898 $3,611,855 Charges for Services $29,145 $1,442 $- $- Miscellaneous Revenue $901 $1,515 $- $- Total Revenues $189,225 $41,957 $3,025,898 $3,611,855 Expenditures Employee Compensation $37,739 $58,884 $67,674 $170,709 Employee Benefits $20,648 $28,396 $32,480 $80,982 Materials $227,955 $257,581 $310,786 $330,371 Contract Services $78,934 $174,121 $201,288 $226,588 Cost Allocation $- $28 $48,843 $100,482 Special Projects $88,236 $1,746 $- $400,000 Total Expenditures $453,512 $520,756 $661,071 $1,309,132 Fund Balance $(264,288) $(478,799) $2,364,827 $2,302,723 General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget PLANNING MANAGER 0.41 0.41 0.41 0.41 SENIOR PLANNER 0 0 0 0.80 Total 0.41 0.41 0.41 1.21 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Community Development 430 Human Service Grants Budget Unit 100-72-712 General Fund-Housing Services-Human Service Grants Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $124,062 Fund Balance $- General Fund Costs $124,062 %Funded by General Fund 100.0% Total Staffing FTE Program Overview The City of Cupertino sets aside$100,000 from its General Fund for non-profit agencies providing services to low-and moderate-income Cupertino residents. Eligible programs include senior services,homeless services, and others that serve low-and moderate-income residents. Service Objectives . Issue Requests for Proposals(RFPs)on a bi-or tri-annual basis for public services programs. • Review applications and make funding recommendations to Housing Commission and City Council. • On a quarterly basis, monitor grants, disburse funding, and collect demographic information from each grantee. • Review quarterly reports and reimbursements requests from agencies. • On an annual basis,prepare grant agreements or amendments for each grantee. . Provide technical assistance to grantees and applicants. • Monitor grantees for compliance. Adopted Budget On June 15, City Council approved a budget of $124,062 for the Human Service Grants program. This represents an increase of$17,132(16.0%)from the FY 2020-21 Adopted Budget. The increase is due to an increase in grant funding allocation. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 431 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Materials $83,599 $83,600 $100,000 $115,780 Cost Allocation $3,010 $2,840 $4,430 $5,387 Contingencies $- $- $2,500 $2,895 Total Expenditures $86,609 $86,440 $106,930 $124,062 Fund Balance $- $- $- $- General Fund Costs $86,609 $86,440 $106,930 $124,062 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Community Development 432 General Building Budget Unit 100-73-713 General Fund-Building-General Building Budget at a Glance 2022 Adopted Budget Total Revenues $315,000 Total Expenditures $1,019,751 Fund Balance $- General Fund Costs $704,751 %Funded by General Fund 69.1% Total Staffing 3.1 FTE Program Overview The General Building program establishes the minimum requirements to safeguard the public health, safety and general welfare through structural strength, means of egress facilities, stability, accessibility, sanitation, adequate lighting and ventilation and energy conservation; safety to life and property from fire and other hazards attributed to the built environment; and to provide safety to fire fighters and emergency responders during emergency operations. Service Objectives • Provide efficient and friendly service that will assist customers with their building permit goals and objectives. • Continue to streamline the workflow process to provide efficient and friendly customer service. • Work proactively to enhance the public interface and information systems. • Continue efforts to create a more effective records management system and land use data system using Geographic Information System(GIS). . Increase staff knowledge through in-house training,meetings,and seminars Adopted Budget On June 15, City Council approved a budget of$1,019,751 for the General Building program. This represents an increase of$120,013(13.3%)from the FY 2020-21 Adopted Budget. The increase is due to an increase in negotiated salary and benefits and cost allocation resulting from a change in methodology. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 433 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Licenses and Permits $396,662 $277,460 $315,000 $315,000 Charges for Services $2,466 $- $- $_ Miscellaneous Revenue $158 $- $- $_ Total Revenues $399,286 $277,460 $315,000 $315,000 Expenditures Employee Compensation $322,821 $390,103 $410,670 $465,040 Employee Benefits $133,281 $161,280 $179,641 $210,336 Materials $17,328 $8,745 $18,479 $17,603 Contract Services $1,011 $- $- $_ Cost Allocation $270,495 $258,746 $290,486 $326,332 Special Projects $8,292 $16,837 $- $_ Contingencies $- $- $462 $440 Total Expenditures $ 753,228 $835,711 $899,738 $1,019,751 Fund Balance $- $- $- $- General Fund Costs $353,941 $558,252 $584,738 $704,751 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 434 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 0.50 0.50 0.50 0.50 ASSISTANT CITY MANAGER 0.10 0 0 0 ASSIST DIR OF COMMITY DEV 0.60 0.60 0.60 0.60 DEPUTY BUILDING OFFICIAL 0 0.20 0.20 0.20 DIRECTOR OF COMM 0.12 0.12 0.12 0.12 DEVELOPMENT MANAGEMENT ANALYST 0.20 0.20 0.20 0.20 OFFICE ASSISTANT 0.50 0.50 0.50 0.50 PERMIT CENTER MANAGER 0.20 0.20 0.20 0.20 PERMIT TECHNICIAN 0.60 0.60 0.60 0.60 SR BUILDING INSPECTOR 0.20 0.20 0.20 0.20 Total 3.02 3.12 3.12 3.12 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Community Development 435 Building Plan Review Budget Unit 100-73-714 General Fund-Building-Building Plan Review Budget at a Glance 2022 Adopted Budget Total Revenues $1,300,000 Total Expenditures $2,198,571 Fund Balance $- General Fund Costs $898,571 %Funded by General Fund 40.9% Total Staffing 6.7 FTE Program Overview The Building Plan Review program is responsible for the timely and accurate review and approval of construction drawings for all residential, commercial and industrial permit applications for buildings and structures to ensure the proposed design meets or exceeds the minimum life safety, plumbing, mechanical, electrical, accessibility, energy and structural safety standards of the California Building Code and all governing local amendments. Service Objectives • Provide a streamlined building plan review system that will ensure plans comply with all applicable state and local codes and ordinances. • Continue to streamline the internal application processing system and permit review process. • Confer with design professionals on project application and pre-application meetings. • Provide general code information for property owners, design professionals, developers, contractors and the general public. . Assist building inspectors in difficult or unusual code interpretation as it applies to various buildings and structures. . Assist in training of building inspectors and permit technicians in conducting residential and minor commercial plan review. Adopted Budget On June 15, City Council approved a budget of $2,198,571 for the Building Plan Review program. This represents an increase of$540,323(32.6%)from the FY 2020-21 Adopted Budget. Increase in compensation and benefits due to negotiated salary and benefit changes. Also increased costs in cost allocation are due to a change in allocation methodology. FY 2021-22 Adopted Budget Community Development 436 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Licenses and Permits $1,505,039 $2,689,605 $1,300,000 $1,300,000 Charges for Services $110,007 $15,287 $- $- Miscellaneous Revenue $26,501 $2,276 $- $- Total Revenues $1,641,547 $2,707,168 $1,300,000 $1,300,000 Expenditures Employee Compensation $630,862 $704,699 $743,419 $1,027,832 Employee Benefits $281,577 $324,457 $356,239 $517,937 Materials $19,815 $10,454 $7,189 $17,455 Contract Services $6,305 $985 $- $- Cost Allocation $436,132 $382,304 $551,221 $634,911 Special Projects $110,860 $49,149 $- $- Contingencies $- $- $180 $436 Total Expenditures $1,485,551 $1,472,048 $1,658,248 $2,198,571 Fund Balance $- $- $- $- General Fund Costs $ (155,995) $(1,235,121) $358,248 $898,571 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0.25 0.25 0.25 0.25 ASSIST DIR OF COMMITY DEV 0.20 0.20 0.20 0.20 DEPUTY BUILDING OFFICIAL 0 0.80 0.80 0.80 OFFICE ASSISTANT 0.25 0.25 0.25 0.25 PERMIT CENTER MANAGER 0.80 0.80 0.80 0.80 PERMIT TECHNICIAN 2.40 2.40 2.40 2.40 PLAN CHECK ENGINEER 2.00 2.00 1.00 2.00 Total 5.90 6.70 5.70 6.70 FY 2021-22 Adopted Budget Community Development 437 A Plan Check Engineer was added to this budget unit in FY 2021-22. FY 2021-22 Adopted Budget Community Development 438 Building Code Enforcement Budget Unit 100-73-715 General Fund-Building-Building Code Enforcement Budget at a Glance 2022 Adopted Budget Total Revenues $1,500,000 Total Expenditures $1,481,425 Fund Balance $- General Fund Costs $(18,575) %Funded by General Fund -1.3% Total Staffing 5.2 FTE Program Overview The Building Inspection program is established to enforce certain minimum standards pursuant to the California Building Code and all local amendments for all new and existing buildings and structures within the City of Cupertino jurisdiction. These minimum standards include public safety, health and general welfare through structural strength, stability, sanitation, adequate light and ventilation, and safety to life and property from fire,hurricane, and other hazards attributed to the built environment.These include alteration, repair, removal, demolition, use, and occupancy of buildings, structures or premises. The Building Inspections Division also regulates the installation and maintenance of all electrical, gas, mechanical and plumbing systems, which may be referred to as service systems. The program also responds to stormwater pollution protection, emergency situations and complaints of unsafe structures, work without permits, and prepares Notices of Violation as necessary.Unabated cases are referred to the Code Enforcement Division for further action. Service Objectives . Build and maintain a positive working relationship with co-workers, other city employees and the general public using principles of quality customer service. • Build and maintain a partnership with property owners, developers, and contractors to help our customers meet their building occupancy goals. • Perform building inspections within 48 hours of receiving the request. • Consistently and accurately document non-complying code issues to ensure proper and safe installation of routine and complex building systems. • Ensure that minimum building code safety requirements are met in all phases of construction for structural,electrical,plumbing,mechanical and accessibility installations. • Educate community members about life and safety inspection issues as they occur before and during the construction process. • Work with owners, developers, and contractors to implement principles of green building as required in the CALGreen Building Code and Cupertino green building requirements. FY 2021-22 Adopted Budget Community Development 439 Adopted Budget On June 15, City Council approved a budget of$1,481,425 for the Building Code Enforcement program. This represents an increase of$78,507(5.6%)from the FY 2020-21 Adopted Budget. Increase in compensation and benefits due to negotiated salary and benefit changes. Also increased costs in cost allocation are due to a change in allocation methodology. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Licenses and Permits $2,170,542 $1,698,495 $1,500,000 $1,500,000 Charges for Services $292,735 $- $- $- Miscellaneous Revenue $43,679 $- $- $- Total Revenues $2,506,956 $1,698,495 $1,500,000 $1,500,000 Expenditures Employee Compensation $536,891 $614,038 $643,621 $675,434 Employee Benefits $224,832 $280,247 $306,336 $326,593 Materials $17,411 $22,485 $32,750 $22,867 Contract Services $71,494 $6,659 $- $- Cost Allocation $299,990 $277,818 $419,429 $455,997 Special Projects $362,998 $19,641 $- $- Contingencies $- $- $782 $534 Total Expenditures $1,513,616 $1,220,888 $1,402,918 $1,481,425 Fund Balance $- $- $- $- General Fund Costs $(993,339) $ (477,606) $(97,082) $ (18,575) Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 440 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget ADMINISTRATIVE ASSISTANT 0.25 0.25 0.25 0.25 ASSIST DIR OF COMMITY DEV 0.20 0.20 0.20 0.20 BUILDING INSPECTOR 3.72 3.72 3.72 3.72 OFFICE ASSISTANT 0.25 0.25 0.25 0.25 SR BUILDING INSPECTOR 0.73 0.73 0.73 0.73 Total 5.15 5.15 5.15 5.15 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Community Development 441 Muni Code Enforcement Budget Unit 100-73-718 General Fund-Building-Muni Code Enforcement Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $86,618 Fund Balance $- General Fund Costs $86,618 %Funded by General Fund 100.0% Total Staffing 0.3 FTE Program Overview The Community Development Code Enforcement program provides enforcement of various provisions of the municipal code relating to nonconforming land use and building code compliance. These activities include building without permits, unpermitted removal of protected trees, nonconforming accessory structures, various use permit violations, private residential fence height/setback violations, and nonconforming signs. Assistance is provided to Planning and Building Division staff in the resolution of different code violations and land use concerns,which are contrary to the municipal code. Service Objectives • Respond to citizen,City department,or outside agency referrals within 48 hours. • Provide services with an emphasis on community education and customer service. • Enforce the codes in a fair,equitable,and objective manner. Adopted Budget On June 15, City Council approved a budget of $86,618 for the Muni Code Enforcement program. This represents an increase of$3,591 (4.3%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged since last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 442 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $62,523 $30,013 $31,201 $32,750 Employee Benefits $29,045 $13,691 $14,868 $15,815 Materials $3,134 $1,084 $80 $80 Contract Services $764 $- $- $- Cost Allocation $64,205 $56,117 $36,878 $37,973 Total Expenditures $159,671 $100,905 $83,027 $86,618 Fund Balance $- $- $- $- General Fund Costs $159,671 $1001905 $83,027 $86,618 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget BUILDING INSPECTOR 0.20 0.20 0.20 0.20 SR BUILDING INSPECTOR 0.05 0.05 0.05 0.05 Total 0.25 0.25 0.25 0.25 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Community Development 443 Code Enforcement Budget Unit 100-74-202 General Fund-Code Enforcement-Code Enforcement Budget at a Glance 2022 Adopted Budget Total Revenues $225,000 Total Expenditures $1,202,392 Fund Balance $- General Fund Costs $977,392 %Funded by General Fund 81.3% Total Staffing 3.0 FTE Program Overview The Code Enforcement program provides enforcement of various provisions of the municipal code relating to parking citations, noise, animal control, zoning and building, and other compliance areas. Assistance is provided to the Sheriff Department in the areas of traffic control and other complaint responses. Service Objectives . Respond to resident,City department,or outside agency referrals within 48 hours. • Provide services with an emphasis on community education and customer service. • Enforce the codes in a fair,equitable,and objective manner. • Manage the animal control services contract with the City of San Jose. Adopted Budget On June 15, City Council approved a budget of $1,202,392 for the Code Enforcement program. This represents an increase of$44,792(3.9%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged since last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Community Development 444 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $3,280 $5,082 $- $- Fines and Forfeitures $190,550 $127,723 $225,000 $225,000 Miscellaneous Revenue $- $521 $- $- Total Revenues $193,830 $133,326 $225,000 $225,000 Expenditures Employee Compensation $229,982 $372,534 $402,106 $402,920 Employee Benefits $90,611 $167,450 $181,315 $183,330 Materials $4,187 $10,119 $18,129 $18,310 Contract Services $160,909 $258,341 $274,720 $311,793 Cost Allocation $22,478 $105,495 $274,009 $277,786 Contingencies $- $- $7,321 $8,253 Total Expenditures $508,167 $913,939 $1,157,600 $1,202,392 Fund Balance $- $- $- $- General Fund Costs $314,337 $780,613 $932,600 $977,392 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget CODE ENFORCEMENT OFFICER 0 0 0 1.00 SR CODE ENFORCEMENT 3.00 3.00 3.00 2.00 OFFICER Total 3.00 3.00 3.00 3.00 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Community Development 445 This page intentionally left blank. FY 2021-22 Adopted Budget Community Development 446 Public Works FY 2021-22 Adopted Budget Public Works 447 This page intentionally left blank. FY 2021-22 Adopted Budget Public Works 448 Department Overview Budget Units Budget Unit Program 2022 Adopted Budget Public Works Administration $966,732 100-80-800 Public Works Administration $966,732 Environmental Programs $4,186,582 520-81-801 Resource Recovery $2,222,096 230-81-802 Non-Point Source $1,185,579 230-81-855 Storm Drain Maintenance $778,907 Developmental Services $3,614,400 100-82-804 Plan Review $1,858,551 100-82-806 CIP Administration $1,755,849 Service Center $1,254,725 100-83-807 Service Center Administration $1,254,725 Grounds $7,018,763 100-84-808 McClellan Ranch Park $187,822 100-84-809 Memorial Park $868,977 100-84-811 BBF Ground Maintenance $273,791 100-84-812 School Site Maintenance $1,599,983 100-84-813 Neighborhood Parks $2,647,280 100-84-814 Sport Fields Jollyman,Creekside $925,750 100-84-815 Civic Center Maintenance $515,160 Streets $10,330,897 100-85-818 Storm Drain Maintenance $- 270-85-820 Sidewalk Curb and Gutter $1,868,903 270-85-821 Street Pavement Maintenance $4,797,069 270-85-822 Street Sign Marking $901,865 100-85-848 Street Lighting $988,320 630-85-849 Equipment Maintenance $1,557,044 100-85-850 Environmental Materials $217,696 Trees and Right of Way $4,154,282 Total $40,681,348 FY 2021-22 Adopted Budget Public Works 449 Budget Unit Program 2022 Adopted Budget 100-86-824 Overpasses and Medians $1,651,835 100-86-825 Street Tree Maintenance $1,930,432 100-86-826 Sheriff Work Program $572,015 Facilities and Fleet $4,981,448 100-87-827 City Hall Maintenance $655,463 100-87-828 Library Maintenance $646,923 100-87-829 Service Center Maintenance $410,725 100-87-830 Quinlan Community Center Maintenance $561,259 100-87-831 Senior Center Maintenance $401,923 100-87-832 McClellan Ranch Maintenance $234,438 100-87-833 Monta Vista Community Center Maintenance $194,762 100-87-834 Wilson Park Maintenance $101,531 100-87-835 Portal Park Maintenance $60,736 570-87-836 Sports Center Maintenance $623,052 100-87-837 Creekside Park Maintenance $106,935 100-87-838 Community Hall Maintenance $259,761 100-87-839 Teen Center Maintenance $48,987 100-87-840 Park Bathrooms Maintenance $126,256 100-87-841 Blackberry Farm Maintenance $542,039 100-87-852 Franco Traffic Operations Center $6,658 Transportation $3,172,502 100-88-844 Traffic Engineering $1,514,399 100-88-845 Traffic Signal Maintenance $811,832 100-88-846 Safe Routes 2 School $846,271 Non-Departmental $1,001,017 210-90-978 Minor Storm Drain Improvement $- 630-90-985 Fixed Assets Acquisition $ 1,001,017 Total $40,681,348 FY 2021-22 Adopted Budget Public Works 450 Budget at a Glance 2022 Adopted Budget Total Revenues $8,866,084 Total Expenditures $40,681,348 Fund Balance $(8,178,971) General Fund Costs $23,681,293 %Funded by General Fund 58.2% Total Staffing 92.1 FTE Organization Roger Lee,Director of Public Works Director of Public Works Assistant Director of Assistant Director of Administrative Capital Improvement Environmental Senior Management Transportation Public Works:City Public Works: Assistant Engineer Operations Program Manager Programs Manager Analyst Manager Administrative Environmental Program Engineering Technician Assistant Assistant Engineer Compliance Technician Assistant Engineer Facilities&Fleet 4:7iW.rk� Project Environmental Safe Routes 2 School Public Works Inspector Supervisor Manager(5) Programs Assistant(3) Community Coordinator Public Works Project Environmental Senior Transportation Senior Civil Engineer(2) Grounds Supervisor Manager Limited Term programs Specialist Planner (2) Senior Office Assistant Iraffic Signal Technician Streets Supervisor raffic Signal Technician Apprentice Trees&Right of Way Supervisor FY 2021-22 Adopted Budget Public Works 451 Performance Measures Capital Project Delivery Goal: Develop and deliver projects on time and within budget that serve the resident's needs and supports the City's stability and growth. Benefit: Residents and businesses are assured their community is being improved by insightful, targeted and efficient use of taxes and fees towards maintaining and improving the City's facilities and assets. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Percentage of projects completed on 70% 95/°° 93 95/°/°° ° budget Percentage of construction projects 62% 78% 81% 95% completed on time **FY2021 on-budget:93%=39 of 42 projects,FY 2020 figures are approximate Environment Goal:Protect our natural environment for current and future generations. Benefit:Current and future residents enjoy a healthy,sustainable environment. FY 2021-22 Adopted Budget Public Works 452 Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Respond to reports of actual or potential discharge the same 90% 89% 99% 95% business day Percent of businesses in compliance during annual proactive stormwater 93% 96% N/A* 75% pollution prevention inspections Diversion rate from all single-family, multi-family,and commercial CY 2018 CY 2019 CY 2020 55% accounts as reported by Recology 53% 54% 54% tonnage reports Percent of non-exempt businesses CY 2018 CY 2019 CY 2020 100%by and multi-family accounts 56% 64% 67% 7/1/2022 separating organics (SB1383) Percent trash/litter reduction achieved to meet Stormwater Permit 90% 92% N/A** 100%by 7/1/2022 requirements Percent of plan reviews completed 79% 83% 90% 100% in required number of days Cubic yards of compost distributed 788 CY 740 CY 545 CY 1000 CY via compost site Percent of vegetation obstructions resolved within 15 days from time of 57% 38% 28% 100% report *Inspections begin March 2021 **Calculated for Annual Report in September Development Services Goal: Provide timely review and permitting of privately completed improvements within the public right of way. Benefit: Customers can expect quality reviews and permitting on a defined schedule, and the community can expect quality public facilities. FY 2021-22 Adopted Budget Public Works 453 Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Respond to complete plan submittals N/A 95% 98/° 90/>° or applications within two(2)weeks Respond to complete encroachment 93% 93/°° 94 90/�/°° " permit applications within(2)weeks Respond to public inquiries at the Public Works counter in City Hall N/A 95% N/A* 95% within 15 minutes. *In-person counter closed starting March 2020 Grounds Division Goal: Provide well maintained, clean, and safe areas for the community's recreational use and enjoyment at optimal life cycle costs. Benefit: Cupertino has a well maintained public park system that meets the needs of the community and is beneficial to personal wellness. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Percent of 311 requests that are responded to and closed within 3 83% 72% 94% 80% business days Percent of the 2964 park inspections, including play grounds,performed 3 100% 100% 100% 100% times weekly Percent of Backflow Prevention Devises inspected,tested and 100% 100% 100% 100% repaired annually Streets Division Goal: Timely maintenance of public sidewalks, streets, streetlights and storm drain system in good condition to ensure safe, environmentally compliant, and accessible infrastructure that minimizes liability and has an optimal life cycle cost. Benefit:Cupertino has well maintained street and storm drain systems that meet the needs of the community. FY 2021-22 Adopted Budget Public Works 454 Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Pavement condition index(PCI)>or e 85 85 84 82 equal to 82 Percent of the 2199 storm drain inlets 42% 94% 8% 100% inspected and cleaned in fiscal year Percent of Inlets with Trash Capture Screens inspected and cleaned twice 100% 100% 100% 100% yearly Percent of roadway regulatory& street name signs repaired or 8.9% 5.1% 5.5% 7`% replaced Percent of trip and fall complaints investigated and mitigated within 2 100% 100% 95% 98% business days Percent of reported streetlight outages investigated and repaired in 86% 89% 90% 90% 3 business days Trees and Right of Way Division Goal:Maintain and enhance the City's street trees and medians to ensure a safe,healthy and environmentally conscious Urban Forest. Benefit: Cupertino has a healthy and safe urban forest and medians provide good aesthetic and environmental value. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Percent of 311 requests that are responded to and closed within 3 96% 96% 95% 95% business days Percent of trees inspected and maintained in the yearly maintenance 66% 76% 42% 100% zone(8 year maintenance cycle) Percent of trees planted versus trees removed 124% 76% 73% 101% #planted/#removed 192/155 69/91 74/102 FY 2021-22 Adopted Budget Public Works 455 Facilities and Fleet Division Goal: Timely maintain City Facilities and City Fleet to meet staff, community and environmental requirements at an optimal life cycle cost. Benefit: Cupertino has well maintained,usable, and safe facilities and fleet in order to meet the needs of staff and the community. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Percent of preventative maintenance work orders completed for Fleet 64% 82% 81% 85% assets within 14 days of the due date. Percent of facilities maintenance 99% 90%° 90/°N/A(Due to ° requests closed within 30 days. COVID-19) Transportation Division Goal: Ensure the efficiency and safety of the transportation system for all modes of travel. Benefit:Having a safe and efficient transportation system that is inviting for all modes of travel. Performance Measure FY 2019 FY 2020 FY 2021 Ongoing July-June July-June July-Dec Target Percent of non-emergency traffic signal requests addressed within 72 90% 90% 90% 100% hours. Percent of emergency traffic signal 100% 100% 100% 100% requests addressed within 2 hours. Percent of traffic engineering requests 98% 95% 90% 95% responded to within 72 hours Annual mileage increase of separated 0 0.72 0.65 1 mile bicycle lanes and pedestrian paths. FY 2021-22 Adopted Budget Public Works 456 Workload Indicators Capital Improvement Program Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of projects started in the first year 8/13 N/A 9/9 funded Number of active projects vs total number of 29/40 N/A 42/48 projects Environmental Programs Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of actual or potential discharges 72 actual 75 actual 36 actual 8 potential 4 potential 3 potential Number of storm water pollution prevention 125 155 N/A* industrial commercial inspections Number of building and demolition permits 114 495 304 reviewed Number of non-exempt businesses and multi-family accounts required to separate 475 463 459 organics Tons of waste entering landfill from single- family,multi-family,and commercial 21,108 21,368 9,887 accounts as reported by Recology Number of visitors to compost site 1639 1333 1284 Number of vegetation obstructions reported 21 80 76 *Inspections begin annually in March Developmental Services Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of development permit applications 136 105 61 received Number of encroachment permit applications 434 418 336 received Number of customers service visits Not Tracked 1139 N/A FY 2021-22 Adopted Budget Public Works 457 Grounds Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Maintain city grounds(#)with total acreage (SF) 27 sites/148 AC 27 sites/148 AC 28 sites/151 AC Maintain school sites(#)with total acreage 9 sites/46 AC 9 sites/46 AC 9 sites/46 AC (SF) Total Number of 311 Requests 29 53 34 Total number of play grounds maintained 37 37 37 Total number of irrigation controllers 74 74 74 maintained Total number of park trees maintained 4132 4132 4132 Total number of park furniture maintained 429 431 432 (tables and benches) Total number of city trash receptacles 420 420 420 maintained Total number of backflow preventers 174 174 174 maintained Streets Division FY 2021-22 Adopted Budget Public Works 458 Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Total roadway miles 138 138 138 Total concrete sidewalk miles 196 196 196 Total number of unique sidewalk repair sites 785 1770 290 addressed Total square footage of sidewalk,curb and 73,894 43,411 3,692 gutter repaired/replaced Total number of storm drain inlets 2,199 2,199 2,199 Total number of drain inlets with trash 146 146 162 capture devices Total number of streetlights 3287 3287 3287 Total number of roadway signs 9,979 9,979 9,979 Total miles of storm drain pipe maintained 104.7 104.7 104.7 Total number of crosswalks maintained 694 694 694 Total miles of pavement striping maintained 161 161 161 Total number of street miles swept monthly 696 696 696 Trees and Right of Way Division Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Total number of street trees 20,158 20,136 20,108 Total acreage of medians maintained 40 AC 40 AC 40 AC Total number of median islands maintained 286 286 286 Total square feet of median landscape converted or installed to water efficient 35,875 47,319 17,574 landscaping Total number of irrigation controllers 44 44 44 maintained Total number of 311 Requests for tree 180 197 168 maintenance Miles of pedestrian and bicycle trails 0.85 0.85 0.85 maintained Facilities and Fleet Division FY 2021-22 Adopted Budget Public Works 459 Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Total number of city facilities maintained 49/210,000 SF 49/210,000 SF 49/210,000 SF Total number of Fleet vehicles maintained 104 104 104 Total number of special equipment maintained(tractors,trailers,chippers,riding 129 129 129 mowers,club car,forklift,generator) Total number of small equipment maintained 516 516 516 668 Facilities 1580 Facilities 622 Facilities Total number of work orders completed 581 Fleet 628 Fleet 295 Fleet Fleet vehicles replaced with hybrid and/or 16 17 19 electric models Annual number of site visits to ensure 848 848 848 janitorial compliance Transportation Workload Indicator FY 2019 FY 2020 FY 2021 July-June July-June July-Dec Number of signalized intersections 60 60 60 Adopted Budget On June 15, City Council approved a budget of$40,681,348 for the Public Works department. This represents an increase of$7,182,565(21.4%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in salary and benefits for currently funded full-time positions, a change in methodology for cost allocations,and special projects. FY 2021-22 Adopted Budget Public Works 460 Adopted Expenditures by Division ■ Streets Grounds ■ Facilities and Fleet •'. Environmental Programs Trees and Right of Way ■ Developmental Services Transportation ■ Service Center ■ Non-Departmental Public Works Administration Department Expenditure History $40.7M $33.5M $30.6M $28.6M 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget FY 2021-22 Adopted Budget Public Works 461 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $216,483 $362,504 $238,442 $309,466 Intergovernmental Revenue $1,693,844 $1,678,791 $1,638,826 $1,696,698 Charges for Services $6,889,754 $8,770,453 $6,979,000 $6,711,817 Fines and Forfeitures $22,541 $16,175 $10,000 $10,000 Miscellaneous Revenue $197,736 $139,467 $146,244 $138,103 Total Revenues $9,020,358 $10,967,390 $9,012,512 $8,866,084 Expenditures Employee Compensation $7,865,671 $8,616,476 $9,861,882 $10,404,746 Employee Benefits $3,528,882 $4,114,572 $4,703,469 $5,311,138 Materials $3,212,328 $3,333,096 $4,216,133 $4,622,817 Contract Services $3,705,523 $3,609,577 $4,291,920 $4,903,684 Cost Allocation $3,838,768 $4,947,624 $6,911,037 $8,112,169 Capital Outlays $4,000 $982,379 $800,000 $1,000,000 Special Projects $6,490,496 $4,947,393 $2,505,960 $6,067,440 Contingencies $- $- $208,382 $259,354 Total Expenditures $28,645,668 $30,551,117 $33,498,783 $40,681,348 Fund Balance $871,138 $(4,264,817) $(4,294,807) $(8,178,971) General Fund Costs $20,506,452 $15,318,915 $20,206,464 $23,681,293 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 2.00 2.00 1.95 1.95 ASSISTANT ENGINEER 1.00 3.00 3.00 2.00 ASSIST DIR OF PW ENGINEER 1.00 1.00 1.00 1.00 ASSIST DIR PUBLIC WORKS OPS 0 0 0 1.00 FY 2021-22 Adopted Budget Public Works 462 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSIST TO THE CITY MNGR 0.25 0 0 0 ASSOCIATE CIVIL ENGINEER 1.00 0 0 0 BUILDING INSPECTOR 0.08 0.08 0.08 0.08 CIP MANAGER 1.00 1.00 1.00 1.00 CLIMATE AND UTILITIES ANALYST 0 0.30 0.20 0.20 DIRECTOR OF PUBLIC WORKS 1.00 1.00 1.00 1.00 ENGINEERING TECHNICIAN 1.00 1.00 1.00 1.00 ENVIRONMENTAL PROGRAM MGR 1.00 1.00 1.00 1.00 ENVIRONMENTAL PROGRAMS 2.00 2.00 1.65 2.65 ASSISTANT ENV.PROG.COMPLIANCE 1.00 1.00 1.00 1.00 TECHNICIAN ENV.PROGRAMS SPECIALIST 1.00 1.00 1.00 1.00 EQUIPMENT MECHANIC 1.00 1.00 1.00 1.00 LEAD EQUIPMENT MECHANIC 1.00 1.00 1.00 1.00 MAINTENANCE WORKER I/II 43.00 45.00 45.00 45.00 MAINTENANCE WORKER III 7.00 7.00 7.00 7.00 PARK RESTOR&IMPROV MNGR 1.00 1.00 1.00 0 PUBLIC WORKS INSPECTOR 2.00 2.00 2.00 2.00 PUBLIC WORKS PROJECT MANAGER 3.00 3.00 3.00 5.00 PUBLIC WORKS PROJECT MANAGER 1.00 1.00 1.00 2.00 LT PUBLIC WORKS SUPERVISOR 4.00 4.00 4.00 4.00 RECREATION COORDINATOR 0.15 0.15 0.15 0.12 SAFE ROUTES TO SCHOOL 1.00 1.00 1.00 1.00 COORDINATOR SENIOR CIVIL ENGINEER 1.00 2.00 2.00 2.00 SENIOR MANAGEMENT ANALYST 1.00 1.00 1.00 1.00 SERVICE CENTER SUPERINTENDENT 1.00 1.00 1.00 0 SR BUILDING INSPECTOR 0.02 0.02 0.02 0.02 SR OFFICE ASSISTANT 0 1.00 1.00 1.00 STREET LIGHTING WORKER 1.00 1.00 1.00 1.00 FY 2021-22 Adopted Budget Public Works 463 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget SUSTAINABILITY MANAGER 0.20 0.20 0.20 0.20 TRAFFIC SIGNAL TECHNICIAN 2.00 1.00 1.00 1.00 TRAFFIC SIGTECH APRNTICE 0 1.00 1.00 1.00 TRANSIT&TRANSPORTATION 1.00 1.00 1.00 1.00 PLANNER TRANSPORTATION MANAGER 1.00 1.00 0.90 0.90 Total 85.70 90.75 90.15 92.12 FY 2021-22 Adopted Budget Public Works 464 Public Works Administration Budget Unit 100-80-800 General Fund-Public Works Administration-Public Works Administration Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $966,732 Fund Balance $- General Fund Costs $966,732 %Funded by General Fund 100.0% Total Staffing 3.1 FTE Program Overview The Public Works Department is comprised of the following eight divisions: • Development Services(including inspection services) • Capital Improvement Program Administration • Environmental Programs • Transportation • Facilities and Fleet . Trees and Right-of-Way • Grounds • Streets Service Objectives • Provide capital project delivery, development plan check, permitting and inspection, solid waste and recycling services, stormwater quality compliance, and public works maintenance services in a responsive and efficient manner by continuously adapting programs and resources to meet the community's expectations. • Provide a response within 24 hours to the community on complaints and requests for services. Plan and program maintenance of the City's public facilities and infrastructure. • Program and deliver Capital Improvement Projects in a timely and cost-efficient manner. Work with operating departments and the community to ensure projects meet expectations. • Collaborate with Community Development to efficiently deliver predictable, responsive and efficient development services. . Represent the City on county and regional issues such as congestion management, and mobility and transit planning. • Manage and adapt traffic operations to efficiently move traffic and protect neighborhoods. • Oversee and manage stormwater,solid waste and recycling programs. FY 2021-22 Adopted Budget Public Works 465 Adopted Budget On June 15, City Council approved a budget of$966,732 for the Public Works Administration program. This represents an increase of$83,053(9.4%)from the FY 2020-21 Adopted Budget. This increase is due mainly to increase in salary and benefits for currently funded full-time positions. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Strategic Goal City Work Municipal Water Program: Sustainability System $100,000 $100,000 General Fund Municipal Water and Fiscal Strategy System Total $100,000 $100,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $- $ 111,092 $ 120,000 $- Charges for Services $728 $- $ - $- Total Revenues $728 $111,092 $120,000 $- Expenditures Employee Compensation $435,895 $585,438 $588,451 $607,834 Employee Benefits $139,533 $203,702 $232,171 $244,422 Materials $18,685 $13,326 $12,739 $14,123 Contract Services $7,319 $15,620 $- $- Cost Allocation $72,830 $52,945 $- $- Special Projects $- $- $50,000 $100,000 Contingencies $- $- $318 $353 Total Expenditures $674,262 $871,031 $883,679 $966,732 Fund Balance $- $- $- $- General Fund Costs $673,534 $ 759,938 $763,679 $966,732 FY 2021-22 Adopted Budget Public Works 466 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 1.00 1.00 0.95 0.95 ASSIST DIR OF PW ENGINEER 0.05 0.05 0.10 0.10 DIRECTOR OF PUBLIC WORKS 1.00 1.00 1.00 1.00 SENIOR MANAGEMENT 1.00 1.00 1.00 1.00 ANALYST Total 3.05 3.05 3.05 3.05 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 467 Resource Recovery Budget Unit 520-81-801 Resource Recovery-Environmental Programs-Resource Recovery Budget at a Glance 2022 Adopted Budget Total Revenues $1,494,578 Total Expenditures $2,222,096 Fund Balance $(727,518) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 3.5 FTE Program Overview The Resource Recovery program manages the City's garbage and recycling franchised hauler contract and provides garbage and recycling customer service for residents and business owners; develops and implements programs and policy to comply with State source reduction and recycling mandates;oversees the free compost giveaway at the compost site; and represents the City on countywide committees. The public education and outreach programs led by this division include visits to businesses and apartment complexes to provide recycling instruction,kitchen containers, and visual materials;presentations at events and schools and employee training for businesses on-site as needed. The program coordinates many complimentary activities with the Sustainability program in the Office of the City Manager. Service Objectives • Meet State requirements to divert recyclables and organics from landfill. Help businesses implement the City's Mandatory Organics Recycling ordinance (6.24.037) which ensures compliance with AB 1826.Provide landlords and property owners with support and educational materials for their tenants. Conduct waste characterization studies to determine future services. • Provide contract oversight and customer service for garbage and recycling collection, yard waste processing, composting and household hazardous waste. Manage community events such as the citywide Garage Sale and free compost giveaway for residents. Assist CUSD and high school teachers and students with student recycling and composting projects related to teachers' curriculum and the City's environmental initiatives. Adopted Budget On June 15, City Council approved a budget of $2,222,096 for the Resource Recovery program. This represents an increase of$521,871 (30.7%)from the FY 2020-21 Adopted Budget. This increase is mainly due to an increase in salary and benefits for currently funded full-time positions, changes to the solid waste, recycling, organics collection, and disposal franchise agreement, and the addition of one full-time position. FY 2021-22 Adopted Budget Public Works 468 Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Strategic Goal SB1383 SB1383 Procurement $50,000 $50,000 Resource Procurement N/A Recovery Requirements Requirements Single-Use City Work Program:Adopt Plastics Sustainability Ordinance and $70,000 $70,000 Resource an ordinance toand Fiscal Mayor's Cup Recovery address single Strategy Challenge Event use food service ware items. Total $120,000 $120,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 469 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $101,341 $110,972 $- $- Intergovernmental Revenue $30,023 $14,950 $15,000 $14,000 Charges for Services $1,658,612 $1,796,907 $1,420,188 $1,470,578 Miscellaneous Revenue $61,643 $9,819 $- $10,000 Total Revenues $1,851,619 $1,932,648 $1,435,188 $1,494,578 Expenditures Employee Compensation $486,937 $473,539 $371,232 $444,991 Employee Benefits $236,592 $272,876 $144,051 $211,635 Materials $42,135 $45,987 $52,258 $68,701 Contract Services $780,363 $972,827 $803,608 $1,011,051 Cost Allocation $186,630 $182,836 $275,854 $337,474 Special Projects $3,228 $265,338 $32,500 $120,000 Contingencies $- $- $20,722 $28,244 Total Expenditures $1,735,885 $2,213,403 $1,700,225 $2,222,096 Fund Balance $115,735 $(280,756) $(265,037) $(727,518) General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSIST DIR OF PW ENGINEER 0.25 0.25 0 0 CLIMATE AND UTILITIES ANALYST 0 0.15 0.05 0.05 ENVIRONMENTAL PROGRAM MGR 0.65 0.65 0.50 0.50 ENVIRONMENTAL PROGRAMS 1.65 1.65 1.30 2.30 ASSISTANT ENV.PROG.COMPLIANCE 0.65 0.65 0.05 0.05 TECHNICIAN ENV.PROGRAMS SPECIALIST 0.65 0.65 0.40 0.40 SUSTAINABILITY MANAGER 0.20 0.20 0.20 0.20 Total 4.05 4.20 2.50 3.50 FY 2021-22 Adopted Budget Public Works 470 One additional staff position added for SB1383 compliance. FY 2021-22 Adopted Budget Public Works 471 Non-Point Source Budget Unit 230-81-802 Env Mgmt Cln Creek Storm Drain-Environmental Programs-Non-Point Source Budget at a Glance 2022 Adopted Budget Total Revenues $1,553,100 Total Expenditures $1,185,579 Fund Balance $367,521 General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 2.8 FTE Program Overview The Non-Point Source program manages the City's compliance with its State-mandated Municipal Regional Stormwater NPDES Permit. Compliance activities include program and policy development and implementation of state-mandated complaint response and enforcement programs as well as annual interdepartmental staff training; and scheduled business and construction site inspections. The program reviews private development plans to ensure compliance with low impact development (LID); and new Green Infrastructure Plan development requirements.The program is responsible for calculating storm drain fees annually to submit to the County for collection on property tax bills, writing an annual report to the Regional Water Quality Control Board to verify and document the City's compliance with Clean Water Act mandates, and engaging and educating the public via City communication channels, visits to businesses and presentations at local schools, De Anza College and community events. Public participation events in a typical year include two or more annual volunteer creek cleanup days, a water quality monitoring day at Blackberry Farm, Earth Day and various countywide collaborative events. Implementation and annual progress assessment of the City's eight-year litter reduction plan are among the requirements of the City's Non-Point Source program. Service Objectives • Oversee the City's compliance with the Municipal Regional Stormwater Permit(MRP 2.0)with regard to water pollution prevention, erosion control, conserving water as a resource (e.g. infiltration rather than runoff), and low impact development (LID) via the City's permit application process and conditions of approval. • Coordinate urban runoff pollution and erosion prevention activities with other departments,divisions, and private businesses. Mandated activities include: catch basin cleaning; post-construction oversight of permanent stormwater treatment measures installed at private new and redeveloped sites; implementation of, and annual progress assessments for the eight-year litter reduction plan;oversight of construction best management practices during private and public construction; inspection of grease-generating and wet-waste food facilities and other businesses to prevent water-polluting discharges; complaint response and investigation to protect water quality; and education of staff and FY 2021-22 Adopted Budget Public Works 472 local businesses on best management practices for outdoor storage and activities. Represent the City on county and regional committees to prevent creek and San Francisco Bay pollution,erosion,and illegal dumping. Adopted Budget On June 15, City Council approved a budget of$1,185,579 for the Non-Point Source program.This represents an increase of$144,409(13.9%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in salary and benefits for currently funded full-time positions and a change in methodology for cost allocations. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $524 $651 $- $- Charges for Services $369,014 $1,403,738 $1,522,493 $1,543,100 Fines and Forfeitures $22,541 $16,175 $10,000 $10,000 Total Revenues $392,079 $1,420,564 $1,532,493 $1,553,100 Expenditures Employee Compensation $221,636 $277,260 $319,706 $350,885 Employee Benefits $96,764 $119,595 $156,579 $175,214 Materials $27,812 $28,350 $31,415 $32,103 Contract Services $239,633 $277,836 $384,248 $361,611 Cost Allocation $73,001 $70,925 $136,205 $255,923 Special Projects $- $- $2,500 $- Contingencies $- $- $10,517 $9,843 Total Expenditures $658,846 $ 773,966 $1,041,170 $1,185,579 Fund Balance $169,232 $1,306,597 $491,323 $367,521 General Fund Costs $436,000 $660,000 $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 473 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSIST DIR OF PW ENGINEER 0.20 0.20 0 0 BUILDING INSPECTOR 0.08 0.08 0.08 0.08 ENVIRONMENTAL PROGRAM MGR 0.35 0.35 0.50 0.50 ENVIRONMENTAL PROGRAMS 0.35 0.35 0.35 0.35 ASSISTANT ENV.PROG.COMPLIANCE 0.35 0.35 0.95 0.95 TECHNICIAN ENV.PROGRAMS SPECIALIST 0.35 0.35 0.60 0.60 MAINTENANCE WORKER I/II 0 1.00 0 0 MAINTENANCE WORKER III 0.05 0.05 0.10 0.10 PUBLIC WORKS INSPECTOR 0 0 0.10 0.10 RECREATION COORDINATOR 0.15 0.15 0.15 0.12 SR BUILDING INSPECTOR 0.02 0.02 0.02 0.02 Total 1.90 2.90 2.85 2.82 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Public Works 474 Storm Drain Maintenance Budget Unit 230-81-855 Env Mgmt Cln Creek Storm Drain-Environmental Programs-Storm Drain Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $778,907 Fund Balance $(778,907) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 2.2 FTE Program Overview The Storm Drain Maintenance program manages the City's storm drainage collection system, which is comprised of approximately 90 miles of pipe, 2215 drain inlets, and storm outfalls to local waterways. An inspector and on-call staff provide emergency response to pollutant discharges, and crews perform general system maintenance including annual cleanout of drain inlets. and trash capture devices. Collection and management of storm water for the City is regulated under the terms of a Bay Area-wide National Pollutant Discharge Elimination System(NPDES)and the Municipal Separate Storm Sewer System(MS4)Permit. Service Objectives • Provide effective and timely inspection and maintenance of the storm drain system including inlet and outfall structures and collection system. • Provide annual cleaning and inspection of all inlets and full trash capture devices. Adopted Budget On June 15, City Council approved a budget of $778,907 for the Storm Drain Maintenance program. This represents an increase of$25,923(3.4%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 475 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $- $- $223,786 $234,075 Employee Benefits $- $- $101,262 $112,087 Materials $- $- $23,332 $23,332 Contract Services $- $- $302,762 $252,762 Cost Allocation $- $- $92,340 $149,749 Special Projects $- $- $2,600 $- Contingencies $- $- $6,902 $6,902 Total Expenditures $- $- $752,984 $778,907 Fund Balance $- $- $(752,984) $(778,907) General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0 0 1.75 1.75 MAINTENANCE WORKER III 0 0 0.20 0.20 PUBLIC WORKS SUPERVISOR 0 0 0.25 0.25 Total 0 0 2.20 2.20 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 476 Plan Review Budget Unit 100-82-804 General Fund-Developmental Services-Plan Review Budget at a Glance 2022 Adopted Budget Total Revenues $988,368 Total Expenditures $1,858,551 Fund Balance $- General Fund Costs $870,183 %Funded by General Fund 46.8% Total Staffing 4.3 FTE Program Overview The Development Services Division is comprised of two areas: • Development Services - reviews plans for private developments and utility encroachments to ensure conformance with City standards and policies. . Inspection Services - ensures compliance with City standards and approved plans on all public and private developments and utility projects. Service Objectives . Ensure that private development projects provide necessary supporting infrastructure and potential impacts on the community are mitigated. • Place safety of the general public, City employees and construction workers as the highest priority on construction sites. • Inspect utility encroachment permits for work within the City right-of-way and return streets and sidewalks to City standards. • Ensure compliance with stormwater permits and prevent runoff from polluting nearby watersheds. Work closely with the Environmental Programs Division to continue inspecting job sites before, during and after each rain event and conduct annual inspections of all Post Construction Treatments and Stormwater Pollution Prevention Plan(SWPPP)compliance. • Respond to public inquiries or complaints in a timely manner. • Provide aid and information to other City Divisions and Departments, including Community Development,Building,Capital Improvements,City Attorney's Office,Public Works Maintenance and Operations and Parks and Recreation as needed to facilitate private developments and public infrastructure projects. FY 2021-22 Adopted Budget Public Works 477 Adopted Budget On June 15, City Council approved a budget of$1,858,551 for the Plan Review program. This represents an increase of$196,118(11.8%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Strategic Goal City Work Program: Council review existing 5G policy and make alterations as they deem fit. Revisit 5G $250,000 $250,000 General Fund Suggested areas Quality of Life to explore: 1) Spacing between small cell sites and 2)Study the City's ability to mandate multi- tenant small cells. Total $250,000 $250,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 478 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $31,233 $77,209 $31,500 $44,804 Charges for Services $667,697 $970,777 $688,144 $939,133 Miscellaneous Revenue $11,411 $5,365 $11,845 $4,431 Total Revenues $710,341 $1,053,351 $731,489 $988,368 Expenditures Employee Compensation $726,468 $752,058 $804,380 $743,036 Employee Benefits $283,463 $298,223 $322,042 $337,402 Materials $9,501 $3,567 $9,568 $9,654 Contract Services $195,943 $50,198 $173,040 $117,289 Cost Allocation $171,369 $177,337 $323,847 $398,005 Special Projects $97,297 $74,622 $25,000 $250,000 Contingencies $- $- $4,556 $3,165 Total Expenditures $1,484,041 $1,356,005 $1,662,433 $1,858,551 Fund Balance $- $- $- $- General Fund Costs $773,701 $302,655 $930,944 $870,183 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSISTANT ENGINEER 0.25 0.50 0.50 0 ASSIST DIR OF PW ENGINEER 0 0 0.35 0.35 ASSOCIATE CIVIL ENGINEER 0.25 0 0 0 ENGINEERING TECHNICIAN 1.00 1.00 1.00 1.00 PUBLIC WORKS INSPECTOR 1.00 1.00 0.90 0.90 PUBLIC WORKS PROJECT 1.00 1.00 0.25 0 MANAGER SENIOR CIVIL ENGINEER 0.90 2.00 2.00 2.00 TRANSPORTATION MANAGER 0.10 0 0 0 Total 4.50 5.50 5.00 4.25 FY 2021-22 Adopted Budget Public Works 479 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Public Works 480 CIP Administration Budget Unit 100-82-806 General Fund-Developmental Services-CIP Administration Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $ 1,755,849 Fund Balance $- General Fund Costs $1,755,849 %Funded by General Fund 100.0% Total Staffing 7.5 FTE Program Overview The Capital Improvement Program (CIP) Division plans, manages, and implements improvements to city land, parks,building and infrastructure. These projects are derived from resident input, master plans, needs assessments, interdepartmental requirements, maintenance of the City's facilities, and innovations in our understandings of how the facilities can best serve our population. The division undertakes all aspects of project implementation, including contract administration for design, construction, and overall project management. Project types include, but are not limited to streets, sidewalks, storm drainage, buildings, parks, bicycle and pedestrian improvements and other public facilities. Responsibilities also include claims avoidance, environmental and regulatory compliance and monitoring, and the development of the annual budget and program scope. Service Objectives • Ensure that all public improvements are designed and constructed in accordance with community expectations and City standards. • Place safety of the general public,City employees and workers as the highest priority in the delivery of capital projects. . Respond to public inquiries or complaints in a timely manner. Adopted Budget On June 15, City Council approved a budget of $1,755,849 for the CIP Administration program. This represents an increase of$294,324(20.1%)from the FY 2020-21 Adopted Budget. The increase is due to an additional Project Manager and staffing reallocations in FY 21-22. FY 2021-22 Adopted Budget Public Works 481 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $468,286 $485,581 $1,003,803 $1,186,046 Employee Benefits $164,939 $209,583 $443,986 $554,709 Materials $8,268 $6,553 $13,401 $14,726 Contract Services $368 $3,950 $- $- Cost Allocation $74,624 $72,239 $- $- Contingencies $- $- $335 $368 Total Expenditures $716,485 $777,906 $1,461,525 $1,755,849 Fund Balance $- $- $- $- General Fund Costs $ 716,484 $777,906 $1,461,525 $1,755,849 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSISTANT ENGINEER 0 1.00 1.00 0.50 ASSIST DIR OF PW ENGINEER 0 0 0.20 0.20 CIP MANAGER 1.00 1.00 1.00 1.00 PARK RESTOR&IMPROV MNGR 1.00 1.00 1.00 0 PUBLIC WORKS PROJECT MANAGER 2.00 2.00 2.00 4.25 PUBLIC WORKS PROJECT MANAGER 1.00 1.00 1.00 1.50 LT Total 5.00 6.00 6.20 7.45 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Public Works 482 Service Center Administration Budget Unit 100-83-807 General Fund-Service Center-Service Center Administration Budget at a Glance 2022 Adopted Budget Total Revenues $98,674 Total Expenditures $1,254,725 Fund Balance $- General Fund Costs $1,156,051 %Funded by General Fund 92.1% Total Staffing 3.5 FTE Program Overview The Service Center Administration program manages Public Works maintenance operations that include the major divisions of streets, grounds, trees and medians, facilities and fleet, as well as the minor divisions of signs/markings, storm drain, sidewalk, curb and gutter, overpasses and storm water; provides customer service to the general public; provides administrative support for maintenance staff, supervisors, and management; general training prioritization; assignment of service calls; provides oversight of various contracted services including street sweeping,janitorial and a wide variety of maintenance and minor public works contracts;manages the sheriff's work furlough program 7 days per week;and collaborates with Public Works Engineering for asset improvements beyond routine maintenance. Service Objectives • Create a positive environment that fosters efficiency and innovation for service center employees. • Ensure proper documentation and inventory of trees, sidewalk repair, striping and legends, street signs,vehicle and equipment,streetlights and stormwater pollution. . Maintain records of all complaints and requests for services by tracking responses through computer programs and written service request forms. • Process the payments for all services and materials generated through the Service Center. . Maintain productivity units of measure for key tasks performed. • Support Public Works Engineering in the collection of field data, review of improvement drawings and development of capital improvement projects. • Timely manage completion of employee performance reviews, as well as provide timely progressive discipline per City policy when necessary. . Maintain,lead and implement all elements of the Injury and Illness Prevention Program. . Maintain positive,accountable relations with employee bargaining groups. FY 2021-22 Adopted Budget Public Works 483 Adopted Budget On June 15, City Council approved a budget of $1,254,725 for the Service Center Administration program. This represents an increase of$10,950(0.9%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $61,075 $39,462 $62,933 $62,933 Miscellaneous Revenue $34,669 $68,832 $35,741 $35,741 Total Revenues $95,744 $108,294 $98,674 $98,674 Expenditures Employee Compensation $367,372 $423,063 $476,257 $448,436 Employee Benefits $148,076 $178,211 $197,380 $228,399 Materials $63,001 $225,982 $122,327 $150,357 Contract Services $22,436 $9,442 $17,973 $92,973 Cost Allocation $339,672 $482,408 $331,330 $328,477 Special Projects $457,010 $112,112 $95,000 $- Contingencies $- $- $3,508 $6,083 Total Expenditures $1,397,567 $1,431,218 $1,243,775 $1,254,725 Fund Balance $- $- $- $- General Fund Costs $1,301,823 $1,322,924 $1,145,101 $1,156,051 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 484 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ADMINISTRATIVE ASSISTANT 1.00 1.00 1.00 1.00 ASSIST DIR OF PW ENGINEER 0.50 0.50 0.35 0.35 ASSIST DIR PUBLIC WORKS OPS 0 0 0 1.00 ASSIST TO THE CITY MNGR 0.25 0 0 0 CLIMATE AND UTILITIES 0 0.15 0.15 0.15 ANALYST SERVICE CENTER 1.00 1.00 1.00 0 SUPERINTENDENT SR OFFICE ASSISTANT 0 1.00 1.00 1.00 Total 2.75 3.65 3.50 3.50 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 485 McClellan Ranch Park Budget Unit 100-84-808 General Fund-Grounds-McClellan Ranch Park Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $187,822 Fund Balance $- General Fund Costs $187,822 %Funded by General Fund 100.0% Total Staffing 0.4 FTE Program Overview McClellan Ranch Park is one of 19 parks and open space areas managed by the Grounds Division of the Public Works Department. Service Objectives . The main objective of the Grounds Division is to provide the citizens of Cupertino with the cleanest and safest recreational areas to enjoy in the Bay Area. • Provide daily general clean up,trash removal,and graffiti removal. • Provide twice annually the mowing of fire breaks per Fire Marshal request in a manner in which wildlife is least impacted. • Utilize weekend work furlough program as needed to assist in weekend and weekday cleanup programs of garden plots. • Provide logistical support to the Parks&Recreation Department for all of the City's special events. Adopted Budget On June 15, City Council approved a budget of $187,822 for the McClellan Ranch Park program. This represents an increase of$42,008(28.8%)from the FY 2020-21 Adopted Budget. The increase is mainly due to an increase in salary and benefits for currently funded full-time positions and a special project. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Public Works 486 Special Project Appropriation Revenue Funding Source Description McClellan Ranch Fence Replacement $30,000 $30,000 General Fund Preserve 4H Fence Replacement Total $30,000 $30,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues $- $- $- $- Expenditures Employee Compensation $30,076 $34,057 $40,975 $41,060 Employee Benefits $13,992 $15,752 $20,753 $22,844 Materials $15,214 $10,150 $33,106 $20,289 Contract Services $15,200 $12,100 $8,240 $16,242 Cost Allocation $11,786 $18,545 $42,081 $55,724 Special Projects $- $- $- $30,000 Contingencies $- $- $659 $1,663 Total Expenditures $86,268 $90,604 $145,814 $187,822 Fund Balance $- $- $- $- General Fund Costs $86,268 $90,603 $145,814 $187,822 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0 0 0.20 0.20 MAINTENANCE WORKER III 0.20 0.20 0.10 0.10 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.30 0.30 0.40 0.40 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 487 Memorial Park Budget Unit 100-84-809 General Fund-Grounds-Memorial Park Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $868,977 Fund Balance $- General Fund Costs $868,977 %Funded by General Fund 100.0% Total Staffing 2.5 FTE Program Overview Memorial Park is one of 19 parks and open space areas managed by the Grounds Division of the Public Works Department.Memorial Park is the largest and most utilized park in Cupertino. Service Objectives • The main objective of the Grounds Division is to provide the citizens of Cupertino with the cleanest and safest recreational areas to enjoy in the Bay Area. • Provide daily general clean up, trash removal,graffiti removal,irrigation adjustments and repairs and basic play structure inspections and maintenance. • Provide weekly maintenance that may include mowing and edging of turf areas,tennis court cleaning and general maintenance, basketball court maintenance and programmed play structure inspections and maintenance. • Provide quarterly maintenance that may include fertilization applications, aerating, over-seeding, top dressing,and pruning of trees and shrubs. • Provide semi-annual maintenance that may include replacement of planting material, pre-emergent applications,playground woodchip replenishing and preparation of athletic fields for seasonal use. • Maintain all playgrounds in accordance with California playground safety requirements. • Minimize the negative effects of waterfowl to park patrons. • Reduce water consumption wherever practicable. • Utilize weekend work furlough program as needed to assist in weekend and weekday cleanup. • Provide logistical support to the Parks&Recreation Department for all the City's special events. Adopted Budget On June 15, City Council approved a budget of$868,977 for the Memorial Park program. This represents an increase of$72,495(9.1%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in benefits for currently funded full-time positions and a change in methodology for cost allocations. FY 2021-22 Adopted Budget Public Works 488 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $261,346 $235,356 $209,464 $209,111 Employee Benefits $128,154 $112,387 $109,320 $120,481 Materials $141,858 $154,553 $182,937 $209,660 Contract Services $22,633 $20,681 $30,584 $30,146 Cost Allocation $83,673 $153,681 $258,949 $293,608 Contingencies $- $- $5,228 $5,971 Total Expenditures $637,664 $676,658 $796,482 $868,977 Fund Balance $- $- $- $- General Fund Costs $637,664 $676,657 $796,482 $868,977 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 2.40 2.40 2.20 2.20 MAINTENANCE WORKER 111 0.40 0.40 0.20 0.20 PUBLIC WORKS SUPERVISOR 0.20 0.20 0.10 0.10 Total 3.00 3.00 2.50 2.50 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 489 BBF Ground Maintenance Budget Unit 100-84-811 General Fund-Grounds-BBF Ground Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $273,791 Fund Balance $- General Fund Costs $273,791 %Funded by General Fund 100.0% Total Staffing 1.0 FTE Program Overview Blackberry Farm is managed by the Grounds Division of the Public Works Department. Service Objectives • The main objective of the Grounds Division is to provide the citizens of Cupertino with the cleanest and safest recreational areas to enjoy in the Bay Area. • Provide daily general clean up, trash removal, graffiti removal, irrigation adjustments and repairs and basic play structure inspections and maintenance. • Provide weekly maintenance that may include mowing and edging of turf areas and programmed play structure inspections and maintenance. • Provide quarterly maintenance that may include fertilization applications, aerating, over-seeding, top dressing, and pruning of trees and shrubs. • Provide semi-annual maintenance that may include replacement of planting material, pre-emergent applications,playground woodchip replenishing and preparation of athletic fields for seasonal use. . Maintain all playgrounds in accordance with California playground safety requirements. • Reduce water consumption wherever practicable. • Utilize weekend work furlough program as needed to assist in weekend and weekday cleanup. • Provide logistical support to the Parks&Recreation Department for all the City's special events. Adopted Budget On June 15, City Council approved a budget of $273,791 for the BBF Ground Maintenance program. This represents an increase of$100,320(57.8%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in salary and benefits for currently funded full-time positions, the addition of cost allocations,and budgeting of contract services for the first year in this new program. FY 2021-22 Adopted Budget Public Works 490 Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Refinishing Arbors $15,000 $15,000 General Fund Refinishing arbors Total $15,000 $15,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $- $- $120,076 $123,044 Employee Benefits $- $- $49,884 $55,199 Materials $- $- $360 $992 Contract Services $- $- $3,106 $32,323 Cost Allocation $- $- $- $46,025 Special Projects $- $- $- $15,000 Contingencies $- $- $45 $1,208 Total Expenditures $- $- $173,471 $273,791 Fund Balance $- $- $- $- General Fund Costs $- $- $173,471 $273,791 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER 1/11 0 0 0.80 0.80 MAINTENANCE WORKER 111 0 0 0.10 0.10 PUBLIC WORKS SUPERVISOR 0 0 0.10 0.10 Total 0 0 1.00 1.00 FY 2021-22 Adopted Budget Public Works 491 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 492 School Site Maintenance Budget Unit 100-84-812 General Fund-Grounds-School Site Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $149,448 Total Expenditures $1,599,983 Fund Balance $- General Fund Costs $1,450,535 %Funded by General Fund 90.7% Total Staffing 4.2 FTE Program Overview Under a joint use agreement with Cupertino Union School District, nine athletic fields and landscape areas, constituting approximately 52 acres, are managed by the Grounds Division of the Public Works Department. These sites include Hyde and Kennedy Middle Schools,Collins,Eaton,Lincoln,Regnart,Faria,Stevens Creek and Garden Gate Elementary Schools. Service Objectives • The main objective of the Grounds Division is to provide the citizens of Cupertino with the cleanest and safest recreational areas/athletic fields in the Bay Area. • Provide daily general clean up, trash removal, graffiti removal, irrigation adjustments and repairs and other maintenance. • Provide weekly maintenance that may include mowing and edging of turf areas and other maintenance. • Provide quarterly maintenance that may include fertilization,aerating,over-seeding,top dressing,and pruning of trees and shrubs. • Provide semi-annual maintenance that may include replacement of planting material, pre-emergent applications and preparing athletic fields for seasonal use. . Maintain school sites for recreational activities including soccer, baseball, cricket, track and field, softball and a variety of other sports. . Reduce water consumption wherever practicable. • Utilize weekend work furlough program as needed to assist in weekend and weekday cleanup. • Provide logistical support to the Park and Recreation Department for all the City's special events. Adopted Budget On June 15, City Council approved a budget of $1,599,983 for the School Site Maintenance program. This represents an increase of$36,010(2.3%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. FY 2021-22 Adopted Budget Public Works 493 Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Backflow Prevention Device $6,000 $6,000 General Fund Backflow prevention device replacements Replacements Total $6,000 $6,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $143,707 $138,336 $ 143,700 $149,448 Total Revenues $143,707 $138,336 $143,700 $149,448 Expenditures Employee Compensation $327,671 $356,085 $367,561 $367,708 Employee Benefits $163,835 $185,109 $206,910 $222,111 Materials $286,591 $322,980 $475,709 $553,569 Contract Services $19,433 $15,655 $3,605 $14,816 Cost Allocation $106,639 $206,111 $346,605 $421,419 Special Projects $- $- $151,600 $6,000 Contingencies $- $- $11,983 $14,360 Total Expenditures $904,169 $1,085,940 $1,563,973 $1,599,983 Fund Balance $- $- $- $- General Fund Costs $760,462 $947,604 $1,420,273 $1,450,535 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 494 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 3.70 3.70 3.40 3.40 MAINTENANCE WORKER III 0.40 0.40 0.60 0.60 PUBLIC WORKS SUPERVISOR 0.20 0.20 0.20 0.20 Total 4.30 4.30 4.20 4.20 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 495 Neighborhood Parks Budget Unit 100-84-813 General Fund-Grounds-Neighborhood Parks Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $2,647,280 Fund Balance $- General Fund Costs $2,647,280 %Funded by General Fund 100.0% Total Staffing 8.6 FTE Program Overview Neighborhood Parks include 13 of the 19 parks and open space areas managed by the Grounds Division of the Public Works Department. Neighborhood park sites include Linda Vista, Mary Avenue Dog Park,Monta Vista, Portal, Somerset, Varian, Wilson, Three Oaks, Hoover, Canyon Oak (Little Rancho), Franco Park, Sterling/Barnhart, and Oak Valley. Service Objectives • The main objective of the Grounds Division is to provide the citizens of Cupertino with the cleanest and safest recreational areas to enjoy in the Bay Area. • Provide daily general clean up, trash removal, graffiti removal, irrigation adjustments and repairs and basic play structure inspections and maintenance. • Provide weekly maintenance that may include mowing and edging of turf areas,tennis court cleaning and general maintenance, basketball court maintenance and programmed play structure inspections and maintenance. • Provide quarterly maintenance that may include fertilization applications, aerating, over-seeding, top dressing,and pruning of trees and shrubs. • Provide semi-annual maintenance that may include replacement of planting material, pre-emergent applications,playground woodchip replenishing and prepare athletic fields for seasonal use. • Maintain all playgrounds in accordance with California playground safety requirements. • Reduce water consumption wherever practicable. . Utilize Weekend Work furlough program as needed to assist in weekend and weekday cleanup. • Provide logistical support to the Parks&Recreation Department for all the City's special events. Adopted Budget On June 15, City Council approved a budget of $2,647,280 for the Neighborhood Parks program. This represents an increase of$287,936(12.2%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in benefits for currently funded full-time positions, a change in FY 2021-22 Adopted Budget Public Works 496 methodology for cost allocations and Special Projects. Special Projects The following table shows the special projects for the fiscal year. Special Projects Appropriation Revenue Funding Source Description Backflow Backflow Prevention Device $15,000 $15,000 General Fund prevention device Replacement replacement Refinish Basketball $20000 $20000 General Fund Refinish basketball Courts , , courts Total $35,000 $35,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues $- $- $- $- Expenditures Employee Compensation $576,364 $595,490 $668,743 $688,772 Employee Benefits $295,279 $320,719 $368,546 $406,276 Materials $312,131 $330,612 $486,847 $540,771 Contract Services $105,127 $180,951 $26,933 $138,407 Cost Allocation $165,814 $363,239 $619,768 $820,200 Special Projects $65,700 $33,610 $176,000 $35,000 Contingencies $- $- $12,507 $17,854 Total Expenditures $1,520,415 $1,824,621 $2,359,344 $2,647,280 Fund Balance $- $- $- $- General Fund Costs $1,520,415 $1,824,621 $2,359,344 $2,647,280 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 497 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 7.70 7.70 7.80 7.80 MAINTENANCE WORKER III 0.40 0.40 0.60 0.60 PUBLIC WORKS SUPERVISOR 0.20 0.20 0.20 0.20 Total 8.30 8.30 8.60 8.60 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 498 Sport Fields Jollyman, Creekside Budget Unit 100-84-814 General Fund-Grounds-Sport Fields Jollyman,Creekside Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $925,750 Fund Balance $- General Fund Costs $925,750 %Funded by General Fund 100.0% Total Staffing 2.5 FTE Program Overview The sports fields at Jollyman and Creekside parks are among the 19 parks and open space areas managed by the Grounds Division of the Public Works Department. Sports fields at these two parks are heavily used and enjoyed by the community. Service Objectives • The main objective of the Grounds Division is to provide the citizens of Cupertino with the cleanest and safest recreational areas and sports fields in the Bay Area. • Provide daily general clean up, trash removal, graffiti removal,irrigation adjustments and repairs and other maintenance. • Provide weekly maintenance that may include mowing and edging of turf areas, programmed play structure inspections,and other maintenance. • Provide quarterly maintenance that may include fertilization applications, aerating, over-seeding, top dressing,and pruning of trees and shrubs. • Provide semi-annual maintenance that may include replacement of planting material, pre-emergent applications and preparing sports fields for seasonal use. • Maintain sports fields for recreational activities including soccer, baseball, cricket, track and field, softball and a variety of other sports. • Maintain all playgrounds in accordance with California playground safety requirements. • Reduce water consumption wherever practicable. . Utilize weekend work furlough program as needed to assist in weekend and weekday cleanup. • Provide logistical support to the Parks&Recreation Department for all the City's special events. Adopted Budget On June 15, City Council approved a budget of$925,750 for the Sport Fields Jollyman, Creekside program. This represents an increase of$120,334(14.9%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in salary and benefits for currently funded full-time positions, a FY 2021-22 Adopted Budget Public Works 499 change in methodology for cost allocations,and special projects. Special Projects The following table shows the special projects for the fiscal year. Special Projects Appropriation Revenue Funding Source Description Backflow Backflow Prevention Device $4,000 $4,000 General Fund prevention device Replacements replacements Refinish Basketball $10000 $10000 General Fund Refinish basketball Courts , , courts Total $14,000 $14,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $212,260 $217,222 $198,684 $211,813 Employee Benefits $106,205 $108,278 $103,383 $110,638 Materials $164,048 $165,762 $250,074 $278,783 Contract Services $15,014 $31,539 $8,871 $7,335 Cost Allocation $66,998 $149,449 $238,074 $295,678 Special Projects $9,300 $10,000 $- $14,000 Contingencies $- $- $6,330 $7,503 Total Expenditures $573,825 $682,250 $805,416 $925,750 Fund Balance $- $- $- $- General Fund Costs $573,824 $682,250 $805,416 $925,750 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 500 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 2.50 2.50 2.00 2.00 MAINTENANCE WORKER III 0.40 0.40 0.30 0.30 PUBLIC WORKS SUPERVISOR 0.20 0.20 0.20 0.20 Total 3.10 3.10 2.50 2.50 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 501 Civic Center Maintenance Budget Unit 100-84-815 General Fund-Grounds-Civic Center Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $299,961 Total Expenditures $515,160 Fund Balance $- General Fund Costs $215,199 %Funded by General Fund 41.8% Total Staffing 0.8 FTE Program Overview The Civic Center grounds are one of 19 parks and open space areas managed by the Grounds Division of the Public Works Department. Due to the close proximity to City Hall, Community Hall, and the Library, the Civic Center grounds are well utilized.Civic Center maintenance includes the adjacent Library Field. Service Objectives . The main objective of the Grounds Division is to provide the citizens of Cupertino with the cleanest and safest recreational areas to enjoy in the Bay Area. • Provide daily general clean up, trash removal,graffiti removal,irrigation adjustments and repairs and other maintenance. • Provide weekly maintenance that may include mowing and edging of turf areas and general maintenance. • Provide quarterly maintenance that may include fertilization applications, aerating, over-seeding, top dressing,and pruning of trees and shrubs. • Provide semi-annual maintenance that may include replacement of planting material and pre- emergent applications. • Maintain Library Field for recreational activities including soccer,cricket and a variety of other sports. . Reduce water consumption wherever practicable. • Provide logistical support to all City Departments for special events. Adopted Budget On June 15, City Council approved a budget of $515,160 for the Civic Center Maintenance program. This represents a decrease of$5,948(-1.1%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. FY 2021-22 Adopted Budget Public Works 502 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $196,807 $204,590 $253,880 $299,961 Total Revenues $196,807 $204,590 $253,880 $299,961 Expenditures Employee Compensation $87,113 $92,926 $77,106 $77,090 Employee Benefits $43,952 $48,044 $43,943 $45,689 Materials $54,924 $60,600 $309,633 $375,634 Contract Services $- $- $80,675 $7,184 Cost Allocation $22,078 $43,997 $- $- Contingencies $- $- $9,751 $9,563 Total Expenditures $208,067 $245,567 $521,108 $515,160 Fund Balance $- $- $- $- General Fund Costs $11,261 $40,977 $267,228 $215,199 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.70 0.70 0.60 0.60 MAINTENANCE WORKER 111 0.20 0.20 0.10 0.10 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 1.00 1.00 0.80 0.80 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 503 Storm Drain Maintenance Budget Unit 100-85-818 General Fund-Streets-Storm Drain Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 0.0 FTE Program Overview In FY 2020-21,this program was transferred to the Environmental Programs Division.A complete discussion of this program can be found under Budget Unit 230-81-855. This program will remain in order to maintain historical data, however once all prior year data as listed in the table below is $0, this program will be removed. Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 504 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $108,311 $113,012 - Employee Benefits $43,589 $54,182 - Materials $14,044 $5,591 - Contract Services $24,293 $209,335 - Cost Allocation $43,770 $47,104 Total Expenditures $234,007 $429,224 - Fund Balance $- $- General Fund Costs $234,007 $429,225 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.75 0.75 0 0 MAINTENANCE WORKER III 0.20 0.20 0 0 PUBLIC WORKS SUPERVISOR 0.25 0.25 0 0 Total 1.20 1.20 0 0 FY 2021-22 Adopted Budget Public Works 505 Sidewalk Curb and Gutter Budget Unit 270-85-820 Transportation Fund-Streets-Sidewalk Curb and Gutter Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $1,868,903 Fund Balance $(1,868,903) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 1.4 FTE Program Overview Maintain sidewalks, curb and gutter to a standard that is functional and improves accessibility and minimizes liability.Optimize the use of available funds by coordinating with other improvement projects. Service Objectives Timely maintain concrete improvements in response to citizen complaints and coordinate with programmed asphalt improvements. Adopted Budget On June 15, City Council approved a budget of $1,868,903 for the Sidewalk Curb and Gutter program. This represents an increase of$357,832(23.7%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in salary and benefits for currently funded full-time positions and increased costs for pavement repair. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Annual Sidewalk 1,300,000 1,300,000 Transportation Annual Sidewalk Curb&Gutter Fund/General Fund Curb &Gutter Annual Sidewalk 100,000 100,000 Transportation Annual Sidewalk Grinding Project Fund/General Fund Grinding Project Total $1,400,000 $1,400,000 FY 2021-22 Adopted Budget Public Works 506 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $3,765 $- $- $- Total Revenues $3,765 $- $- $- Expenditures Employee Compensation $123,763 $139,588 $161,978 $173,207 Employee Benefits $61,597 $71,386 $85,044 $87,647 Materials $4,730 $9,110 $10,873 $16,320 Contract Services $90 $30,000 $30,900 $30,900 Cost Allocation $62,753 $69,677 $141,232 $159,648 Special Projects $898,000 $1,008,913 $ 1,080,000 $1,400,000 Contingencies $- $- $1,044 $1,181 Total Expenditures $1,150,933 $1,328,674 $1,511,071 $1,868,903 Fund Balance $(347,168) $(1,107,675) $(1,511,071) $(1,868,903) General Fund Costs $800,000 $221,000 $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER 1/11 0.30 0.30 0.30 0.30 PUBLIC WORKS INSPECTOR 0.90 0.90 1.00 1.00 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 1.30 1.30 1.40 1.40 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 507 Street Pavement Maintenance Budget Unit 270-85-821 Transportation Fund-Streets-Street Pavement Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $1,624,285 Total Expenditures $4,797,069 Fund Balance $(3,172,784) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 4.0 FTE Program Overview This program maintains streets to a standard that balances preventative maintenance with stop-gap measures while minimizing liability. Service Objectives • Perform preventative maintenance activities of fog seal and crack fill. • Perform stop-gap maintenance of arterial,collector and residential streets. • Oversee and manage contracted pavement maintenance projects. Adopted Budget On June 15, City Council approved a budget of $4,797,069 for the Street Pavement Maintenance program. This represents an increase of$2,550,065(113.5%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in salary and benefits for currently funded full-time positions and the increased cost of the Annual Asphalt,Fog Seal and Crack Seal Projects. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Pavement Maintenance Transportation Annual Asphalt (includes capital $3,100,000 $3,100,000 Fund/General Project Fund/SB1 outlay) Total $3,100,000 $3,100,000 FY 2021-22 Adopted Budget Public Works 508 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $1,520,114 $1,515,323 $1,480,126 $1,533,250 Charges for Services $3,862 $- $3,978 $3,978 Miscellaneous Revenue $84,521 $24,291 $87,057 $87,057 Total Revenues $1,608,497 $1,539,614 $1,571,161 $1,624,285 Expenditures Employee Compensation $266,381 $301,014 $421,137 $449,590 Employee Benefits $122,979 $143,054 $204,518 $226,523 Materials $29,731 $21,445 $33,577 $36,591 Contract Services $120,699 $115,322 $428,750 $552,632 Cost Allocation $174,145 $223,884 $347,464 $417,002 Capital Outlays $- $978,379 $800,000 $1,000,000 Special Projects $3,515,876 $2,560,653 $- $2,100,000 Contingencies $- $- $11,558 $14,731 Total Expenditures $4,229,811 $4,343,751 $2,247,004 $4,797,069 Fund Balance $2,378,685 $(2,804,136) $ (675,843) $(3,172,784) General Fund Costs $5,000,000 $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 509 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget MAINTENANCE WORKER I/II 2.65 2.65 2.65 2.65 MAINTENANCE WORKER III 0.30 0.30 0.25 0.25 PUBLIC WORKS INSPECTOR 0.05 0.05 0 0 PUBLIC WORKS PROJECT 0 0 0.75 0.75 MANAGER PUBLIC WORKS SUPERVISOR 0.30 0.30 0.30 0.30 STREET LIGHTING WORKER 0.05 0.05 0 0 Total 3.35 3.35 3.95 3.95 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 510 Street Sign Marking Budget Unit 270-85-822 Transportation Fund-Streets-Street Sign Marking Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $901,865 Fund Balance $(901,865) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 3.4 FTE Program Overview This program maintains street regulatory and informational signs, street striping, markings, and legends, as well as removes graffiti within street right-of-way in a timely manner. Service Objectives • Respond to regulatory and informational sign issues in a timely manner. • Coordinate and respond to work orders from the Traffic Engineer. • Maintain street sign and traffic marking assets in compliance with the Manual of Uniform Traffic Control Devices. • Remove graffiti in a timely manner. Adopted Budget On June 15,City Council approved a budget of$901,865 for the Street Sign Marking program. This represents an increase of$47,730(5.6%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 511 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $9,566 $505 $- $- Miscellaneous Revenue $- $594 $- $- Total Revenues $9,566 $1,099 $- $- Expenditures Employee Compensation $259,861 $290,588 $316,230 $309,427 Employee Benefits $128,668 $148,667 $169,030 $182,761 Materials $115,311 $126,033 $126,683 $136,534 Contract Services $11,044 $60 $25,750 $26,523 Cost Allocation $115,555 $122,018 $206,819 $242,544 Special Projects $- $- $5,600 $- Contingencies $- $- $4,023 $4,076 Total Expenditures $630,439 $687,366 $854,135 $901,865 Fund Balance $(620,873) $ (686,268) $(854,135) $ (901,865) General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER 1/11 3.00 3.00 3.00 3.00 MAINTENANCE WORKER III 0.20 0.20 0.20 0.20 PUBLIC WORKS INSPECTOR 0.05 0.05 0 0 PUBLIC WORKS SUPERVISOR 0.20 0.20 0.20 0.20 STREET LIGHTING WORKER 0.05 0.05 0 0 Total 3.50 3.50 3.40 3.40 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 512 Street Lighting Budget Unit 100-85-848 General Fund-Streets-Street Lighting Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $988,320 Fund Balance $- General Fund Costs $988,320 %Funded by General Fund 100.0% Total Staffing 1.1 FTE Program Overview Maintain city-owned streetlights(2,950),parking lot lights and park lighting. Service Objectives • Respond to outages in a timely manner. • Conserve electricity through the conversion of older less efficient light technology to current and tested technologies. • Replace direct buried wiring with wiring in conduits as failures occur. Adopted Budget On June 15, City Council approved a budget of$988,320 for the Street Lighting program. This represents an increase of$164,794(20.0%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in salary and benefits for currently funded full-time positions and Special Projects. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Public Works 513 Special Project Appropriation Revenue Funding Source Description Street Light Pole 208,000 208,000 General Fund Street light pole Replacement replacement Don Burnett Bridge LED Light Upgrade 47,000 47,000 General Fund Don Burnett Bridge LED light upgrade Project Civic Civic Center/Library 47,000 47,000 General Fund Center/Library Atrium LED Light Atrium LED light Upgrade Project upgrade Total $302,000 $302,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Miscellaneous Revenue $- $3,990 $- $- Total Revenues $- $3,990 $- $- Expenditures Employee Compensation $124,003 $150,344 $124,061 $122,335 Employee Benefits $53,055 $73,691 $55,232 $59,797 Materials $286,924 $298,228 $292,672 $295,599 Contract Services $101,339 $110,632 $63,232 $63,329 Cost Allocation $39,199 $49,730 $127,431 $136,287 Special Projects $197,959 $150,551 $152,000 $302,000 Contingencies $- $- $8,898 $8,973 Total Expenditures $802,479 $833,176 $823,526 $988,320 Fund Balance $- $- $- $- General Fund Costs $802,480 $829,187 $823,526 $988,320 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 514 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget PUBLIC WORKS SUPERVISOR 0.05 0.05 0.05 0.05 STREET LIGHTING WORKER 0.90 0.90 1.00 1.00 Total 0.95 0.95 1.05 1.05 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 515 Equipment Maintenance Budget Unit 630-85-849 Vehicle/Equip Replacement-Streets-Equipment Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $1,718,598 Total Expenditures $1,557,044 Fund Balance $527,554 General Fund Costs $366,000 %Funded by General Fund 23.5% Total Staffing 3.0 FTE Program Overview The Fleet Division maintains all fleet equipment, including small power equipment. Equipment includes vehicles (103) and all power equipment (681). Equipment includes trailers, mowers and other equipment required to maintain the City's infrastructure. The division also manages above ground fuel storage tank at Service Center. Service Objectives • Maintain all city vehicles and equipment to reduce operating costs and increase safety. • Fabricate, weld and repair equipment that includes vehicles, apparatus, structures, facilities for function and safety. • Develop specifications and bid per City policy the purchases of trucks, tractors and other significant equipment. • Maintain surplus vehicles and other equipment per City policy. • Ensure all vehicles conform to State of California emission regulations. . Maintain/inspect above ground fuel tanks as required. • Maintain accurate inventory of fleet/equipment assets. • Maintain a safe and clean working environment be approved for the equipment mechanics and welding. Adopted Budget On June 15, City Council approved a budget of $1,557,044 for the Equipment Maintenance program. This represents an increase of$61,928(4.1%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. FY 2021-22 Adopted Budget Public Works 516 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $ 1,056,968 $ 1,352,200 $ 1,633,518 $ 1,718,598 Total Revenues $1,056,968 $1,352,200 $1,633,518 $1,718,598 Expenditures Employee Compensation $225,658 $277,828 $275,235 $306,916 Employee Benefits $112,056 $ 179,355 $ 143,809 $ 161,739 Materials $267,065 $265,631 $302,698 $305,712 Contract Services $82,733 $60,398 $ 103,497 $ 106,602 Cost Allocation $791,875 $812,995 $650,752 $665,797 Special Projects $(10,950) $- $9,000 $- Contingencies $- $- $10,125 $10,278 Total Expenditures $1,468,437 $1,596,207 $1,495,116 $1,557,044 Fund Balance $(411,469) $(244,007) $144,402 $527,554 General Fund Costs $- $- $6,000 $366,000 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget EQUIPMENT MECHANIC 1.00 1.00 1.00 1.00 LEAD EQUIPMENT MECHANIC 1.00 1.00 1.00 1.00 MAINTENANCE WORKER I/II 1.00 1.00 1.00 1.00 Total 3.00 3.00 3.00 3.00 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 517 Environmental Materials Budget Unit 100-85-850 General Fund-Streets-Environmental Materials Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $217,696 Fund Balance $- General Fund Costs $217,696 %Funded by General Fund 100.0% Total Staffing 0.7 FTE Program Overview This program manages Service Center solid waste disposal, Service Center safety inspections, handling/disposal/reporting of City generated hazardous waste and materials—including waste that may be illegally deposited upon the right-of-way. Provide street cleaning for unforeseen events such as debris from trucks or other sources. Service Objectives • Coordinate disposal of solid waste. • Adhere to the requirements of hazardous waste/materials storage,handling and reporting. • Comply with Fire Marshal safety inspection requirements for Service Center facilities. • Inspect and maintain below ground fuel tanks as required. • Clean up traffic debris that may become deposited on streets while reducing traffic hazards. Adopted Budget On June 15, City Council approved a budget of $217,696 for the Environmental Materials program. This represents an increase of$22,806(11.7%)from the FY 2020-21 Adopted Budget. This increase is due mainly to the increased costs of hazardous waste disposal. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 518 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $60,442 $60,650 $64,688 $66,061 Employee Benefits $26,976 $28,786 $32,575 $35,191 Materials $32,367 $36,039 $32,730 $48,706 Contract Services $2,157 $3,575 $6,773 $_ Cost Allocation $58,129 $53,909 $57,136 $66,520 Contingencies $- $- $988 $1,218 Total Expenditures $180,071 $182,959 $194,890 $217,696 Fund Balance $- $- $- $- General Fund Costs $180,071 $182,959 $194,890 $217,696 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.30 0.30 0.30 0.30 MAINTENANCE WORKER III 0.25 0.25 0.25 0.25 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.65 0.65 0.65 0.65 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 519 Overpasses and Medians Budget Unit 100-86-824 General Fund-Trees and Right of Way-Overpasses and Medians Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $1,651,835 Fund Balance $- General Fund Costs $1,651,835 %Funded by General Fund 100.0% Total Staffing 6.3 FTE Program Overview The Overpasses and Medians program maintains 31.67 developed acres of median island hardscapes and softscapes as well as 21.69 undeveloped acres of city right-of-way, the landscaped area of the Lawrence trail, and the landscaped area of the Don Burnett Bridge. Service Objectives • Maintain and improve median islands,landscape strips, trails, landscaped roadsides and public right- of-ways. • Maintain and improve water efficient programming of irrigation systems. • Meet all Department of Pesticide Regulation requirements for weed and pest control. • Timely pruning of plant material to promote plant health, maximize aesthetics and to reduce future maintenance requirements. • Plant and care for new plant stock to help ensure future plant health and reduce future maintenance requirements. • Conserve water through the planting of appropriate plant stock. Adopted Budget On June 15, City Council approved a budget of $1,651,835 for the Overpasses and Medians program. This represents an increase of$173,178(11.7%)from the FY 2020-21 Adopted Budget. This increase is mainly due to the increase in salary and benefits for full-time positions. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 520 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $- $54 $- $- Miscellaneous Revenue $4,652 $25,151 $10,761 $- Total Revenues $4,652 $25,205 $10,761 $- Expenditures Employee Compensation $463,208 $459,097 $506,867 $542,333 Employee Benefits $233,368 $238,883 $274,057 $296,529 Materials $188,138 $ 186,681 $ 186,715 $208,572 Contract Services $97,752 $ 142,709 $14,343 $55,731 Cost Allocation $227,651 $273,248 $491,649 $542,062 Contingencies $- $- $5,026 $6,608 Total Expenditures $1,210,117 $1,300,618 $1,478,657 $1,651,835 Fund Balance $- $- $- $- General Fund Costs $1,205,465 $1,275,412 $1,467,896 $1,651,835 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER 1/11 5.00 5.00 5.00 5.00 MAINTENANCE WORKER III 1.00 1.00 1.00 1.00 PUBLIC WORKS SUPERVISOR 0.30 0.30 0.30 0.30 Total 6.30 6.30 6.30 6.30 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 521 Street Tree Maintenance Budget Unit 100-86-825 General Fund-Trees and Right of Way-Street Tree Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $16,210 Total Expenditures $1,930,432 Fund Balance $- General Fund Costs $1,959,222 %Funded by General Fund 101.5% Total Staffing 8.4 FTE Program Overview The Trees Division maintains the safety, health and appearance of approximately 23,300 Street and Right-of- Way trees,as well as promotes disease-free trees to enhance the City's urban forest. Service Objectives • Proactively perform the activities of trimming,staking,pest management and other tree health-related functions. • Respond to citizen requests to perform the trimming or other tree health-related services in a timely manner. . Remove diseased and damaged trees as needed. • Plant replacement trees for trees removed due to disease and damage. • Continue activities to maintain standing as a Tree City USA program. . Update the forestry work plan as needed to establish goals and objectives of the tree maintenance program for the City. • Oversee street tree maintenance and removal contracts. Adopted Budget On June 15, City Council approved a budget of $1,930,432 for the Street Tree Maintenance program. This represents an increase of$243,598(14.4%)from the FY 2020-21 Adopted Budget. This increase is due mainly to increase in salary and benefits for currently funded full-time positions and special projects. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Public Works 522 Special Projects Appropriation Revenue Funding Source Description Cage Conversion to Convert cage to Rope Shop $10,000 $10,000 General Fund rope shop Tree Maintenance Tree maintenance for Foothill Blvd $30,000 $30,000 General Fund contract for Foothill Median Boulevard median Total $40,000 $40,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $16,879 $7,737 $ 10,761 $ 16,210 Total Revenues $16,879 $7,737 $10,761 $16,210 Expenditures Employee Compensation $473,588 $588,720 $652,491 $713,778 Employee Benefits $253,771 $305,112 $362,736 $422,520 Materials $90,695 $53,262 $112,892 $114,663 Contract Services $19,975 $2,325 $9,078 $9,792 Cost Allocation $232,296 $274,584 $531,588 $625,568 Special Projects $113,347 $20,876 $15,000 $40,000 Contingencies $- $- $3,049 $4,111 Total Expenditures $1,183,672 $1,244,879 $1,686,834 $1,930,432 Fund Balance $- $- $- $- General Fund Costs $1,176,794 $1,237,142 $1,691,073 $1,959,222 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 523 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 6.00 7.00 7.00 7.00 MAINTENANCE WORKER III 1.00 1.00 1.00 1.00 PUBLIC WORKS SUPERVISOR 0.40 0.40 0.40 0.40 Total 7.40 8.40 8.40 8.40 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 524 Sheriff Work Program Budget Unit 100-86-826 General Fund-Trees and Right of Way-Sheriff Work Program Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $572,015 Fund Balance $- General Fund Costs $572,015 %Funded by General Fund 100.0% Total Staffing 2.3 FTE Program Overview The Sheriff Work Program supplements existing Service Center staffing with individuals in a sentencing alternative program. Participants of the program perform manual labor type duties. The work performed by this program reduces the number of full-time maintenance workers required. Service Objectives • Efficiently administer and schedule the Sheriff Work Program for a variety of non-skilled activities, including trash pick-up,weed control,right-of-way maintenance and sandbag filling. • Offset manual work currently performed by skilled labor so as to increase overall productivity at the Service Center. Adopted Budget On June 15, City Council approved a budget of $572,015 for the Sheriff Work Program program. This represents an increase of$6,632(1.2%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 525 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Employee Compensation $203,981 $180,870 $233,440 $245,009 Employee Benefits $80,549 $87,481 $100,848 $115,968 Materials $11,490 $5,106 $9,873 $9,971 Contract Services $22 $- $- $- Cost Allocation $93,211 $119,669 $220,975 $200,818 Contingencies $- $- $247 $249 Total Expenditures $389,253 $393,126 $565,383 $572,015 Fund Balance $- $- $- $- General Fund Costs $389,253 $393,126 $565,383 $572,015 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 2.00 2.00 2.00 2.00 PUBLIC WORKS SUPERVISOR 0.30 0.30 0.30 0.30 Total 2.30 2.30 2.30 2.30 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 526 City Hall Maintenance Budget Unit 100-87-827 General Fund-Facilities and Fleet-City Hall Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $452,294 Total Expenditures $655,463 Fund Balance $- General Fund Costs $203,169 %Funded by General Fund 31.0% Total Staffing 1.0 FTE Program Overview Maintain City Hall building to ensure efficient operations,employee satisfaction,and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and city employees. . Respond to requests made by City Hall staff. • Manage and responsibly coordinate work completed by contractors. • Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of $655,463 for the City Hall Maintenance program. This represents an increase of$183,974(39.0%)from the FY 2020-21 Adopted Budget. This increase is due mainly to special projects. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Public Works 527 Special Projects Appropriations Revenue Funding Source Description Lower Floor Carpet 000 General Fund Lower floor carpet Replacement $70, $70,000 replacement Facia Repair and Facia repair and Repainting $60,000 $60,000 General Fund repainting Electrical Electrical Preventative $25,000 $25,000 General Fund preventative Maintenance maintenance Boiler Preventative $5000 $5000 General Fund Boiler preventative Maintenance , , maintenance Total $160,000 $160,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $303,250 $459,503 $500,394 $452,294 Total Revenues $303,250 $459,503 $500,394 $452,294 Expenditures Employee Compensation $97,313 $106,601 $110,447 $108,611 Employee Benefits $45,179 $50,159 $53,019 $56,238 Materials $183,154 $162,358 $199,247 $213,109 Contract Services $197,252 $94,289 $101,271 $105,547 Cost Allocation $52,555 $81,746 $- $- Special Projects $14,389 $20,342 $- $160,000 Contingencies $- $- $7,505 $11,958 Total Expenditures $589,842 $515,495 $471,489 $655,463 Fund Balance $- $- $- $- General Fund Costs $286,591 $55,992 $(28,905) $203,169 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 528 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.10 0.10 0.10 0.10 MAINTENANCE WORKER III 0.70 0.70 0.70 0.70 PUBLIC WORKS SUPERVISOR 0.20 0.20 0.20 0.20 Total 1.00 1.00 1.00 1.00 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 529 Library Maintenance Budget Unit 100-87-828 General Fund-Facilities and Fleet-Library Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $469,694 Total Expenditures $646,923 Fund Balance $- General Fund Costs $177,229 %Funded by General Fund 27.4% Total Staffing 0.8 FTE Program Overview Maintain Library building to ensure public and employee satisfaction and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and County employees. . Respond to requests made by County staff. . Manage and responsibly coordinate work completed by contractors. • Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of $646,923 for the Library Maintenance program. This represents an increase of$58,928(10.0%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in building maintenance costs. Special Projects The following table shows the special projects for the fiscal year. Special Projects Appropriations Revenue Funding Source Description Exterior Door $6000 $6000 General Fund Exterior door Repainting , , repainting Boiler Preventative Boiler preventative Maintenance $5,000 $5,000 General Fund maintenance Total $11,000 $11,000 FY 2021-22 Adopted Budget Public Works 530 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $22,310 $23,118 $24,009 $201,729 Charges for Services $377,363 $614,222 $263,745 $267,965 Total Revenues $399,673 $637,340 $287,754 $469,694 Expenditures Employee Compensation $68,183 $72,491 $75,343 $73,584 Employee Benefits $33,798 $37,072 $40,244 $41,650 Materials $9,030 $8,502 $9,854 $9,951 Contract Services $292,334 $282,294 $370,074 $408,245 Cost Allocation $23,259 $45,986 $82,239 $91,770 Special Projects $- $60,539 $- $11,000 Contingencies $- $- $ 10,241 $10,723 Total Expenditures $426,604 $506,884 $587,995 $646,923 Fund Balance $- $- $- $- General Fund Costs $26,930 $(130,455) $300,241 $177,229 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER 1/11 0.60 0.60 0.60 0.60 MAINTENANCE WORKER 111 0.10 0.10 0.10 0.10 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.80 0.80 0.80 0.80 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 531 Service Center Maintenance Budget Unit 100-87-829 General Fund-Facilities and Fleet-Service Center Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $410,725 Fund Balance $- General Fund Costs $410,725 %Funded by General Fund 100.0% Total Staffing 0.7 FTE Program Overview This program maintains the Service Center buildings to ensure employee satisfaction and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. . Respond to requests made by Service Center staff. • Manage and responsibly coordinate work completed by contractors. • Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of $410,725 for the Service Center Maintenance program. This represents an increase of$121,495(42.0%)from the FY 2020-21 Adopted Budget. This increase is due mainly to special projects. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Public Works 532 Special Projects Appropriation Revenue Funding Source Description Shop Building Roof $50000 $50000 General Fund Shop building roof Recoating , , recoating Emergency Power Emergency power Upgrades $28,000 $28,000 General Fund upgrades Storage Shed $7 000 General Fund Storage shed Replacement ,000 $7, replacement Locksmith Training $4,000 $4,000 General Fund Locksmith training Total $89,000 $89,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $323,466 $262,382 $- $- Total Revenues $323,466 $262,382 $- $- Expenditures Employee Compensation $60,845 $66,132 $68,702 $69,623 Employee Benefits $29,789 $32,976 $35,903 $38,473 Materials $54,732 $52,604 $41,783 $43,259 Contract Services $52,806 $54,038 $44,995 $76,636 Cost Allocation $21,652 $40,518 $80,684 $88,518 Special Projects $- $- $15,000 $89,000 Contingencies $- $- $2,163 $5,216 Total Expenditures $219,824 $246,268 $289,230 $410,725 Fund Balance $- $- $- $- General Fund Costs $(103,642) $(16,114) $289,230 $410,725 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 533 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.40 0.40 0.40 0.40 MAINTENANCE WORKER III 0.20 0.20 0.20 0.20 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.70 0.70 0.70 0.70 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 534 Quinlan Community Center Maintenance Budget Unit 100-87-830 General Fund-Facilities and Fleet-Quinlan Community Center Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $561,259 Fund Balance $- General Fund Costs $561,259 %Funded by General Fund 100.0% Total Staffing 0.8 FTE Program Overview This program maintains Quinlan Community Center building to ensure efficient operations, employee satisfaction,user satisfaction and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. • Respond to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of $561,259 for the Quinlan Community Center Maintenance program.This represents an increase of$921 (0.2%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Boiler Preventative $5000 $5000 General Fund Boiler preventative Maintenance , , maintenance Total $5,000 $5,000 FY 2021-22 Adopted Budget Public Works 535 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $181,950 $385,272 $- $- Total Revenues $181,950 $385,272 $- $- Expenditures Employee Compensation $71,650 $76,220 $78,511 $77,783 Employee Benefits $30,438 $33,819 $35,976 $38,658 Materials $130,641 $138,323 $158,272 $170,310 Contract Services $195,601 $104,831 $145,295 $150,922 Cost Allocation $32,352 $55,406 $99,702 $110,437 Special Projects $83,678 $20,450 $35,000 $5,000 Contingencies $- $- $7,582 $8,149 Total Expenditures $544,360 $429,049 $560,338 $561,259 Fund Balance $- $- $- $- General Fund Costs $362,411 $43,777 $560,338 $561,259 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.70 0.70 0.70 0.70 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.80 0.80 0.80 0.80 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 536 Senior Center Maintenance Budget Unit 100-87-831 General Fund-Facilities and Fleet-Senior Center Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $401,923 Fund Balance $- General Fund Costs $401,923 %Funded by General Fund 100.0% Total Staffing 0.8 FTE Program Overview Maintain Senior Center building to ensure efficient operations, employee satisfaction, user satisfaction and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. . Respond to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. • Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of $401,923 for the Senior Center Maintenance program. This represents an increase of$22,276(5.9%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 537 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $181,950 $262,630 $- $- Total Revenues $181,950 $262,630 $- $- Expenditures Employee Compensation $57,894 $64,182 $69,883 $73,337 Employee Benefits $30,160 $35,232 $40,208 $44,062 Materials $83,535 $75,855 $85,080 $92,977 Contract Services $77,775 $102,474 $95,794 $102,137 Cost Allocation $13,387 $35,231 $78,167 $84,539 Special Projects $136 $12,500 $6,000 $- Contingencies $- $- $4,515 $4,871 Total Expenditures $262,887 $325,474 $379,647 $401,923 Fund Balance $- $- $- $- General Fund Costs $80,937 $62,845 $379,647 $401,923 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.70 0.70 0.70 0.70 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.80 0.80 0.80 0.80 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 538 McClellan Ranch Maintenance Budget Unit 100-87-832 General Fund-Facilities and Fleet-McClellan Ranch Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $874 Total Expenditures $234,438 Fund Balance $- General Fund Costs $233,564 %Funded by General Fund 99.6% Total Staffing 0.6 FTE Program Overview This program maintains McClellan Ranch buildings to ensure efficient operations,employee satisfaction,user satisfaction and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. . Respond to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15,City Council approved a budget of$234,438 for the McClellan Ranch Maintenance program.This represents an increase of$29,865(14.6%)from the FY 2020-21 Adopted Budget. This increase is mainly due to a change in methodology for cost allocation and special projects. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Audubon Building $20000 $20000 General Fund Audubon building Exterior Repainting , , exterior repainting Total $20,000 $20,000 FY 2021-22 Adopted Budget Public Works 539 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $- $95,425 $- $- Miscellaneous Revenue $840 $840 $840 $874 Total Revenues $840 $96,265 $840 $874 Expenditures Employee Compensation $51,152 $55,872 $58,549 $54,471 Employee Benefits $23,337 $25,955 $28,211 $28,720 Materials $15,168 $14,761 $17,126 $18,405 Contract Services $43,066 $41,526 $40,974 $46,903 Cost Allocation $12,832 $26,690 $58,140 $63,811 Special Projects $37,657 $15,061 $- $20,000 Contingencies $- $- $1,573 $2,128 Total Expenditures $183,212 $179,865 $204,573 $234,438 Fund Balance $- $- $- $- General Fund Costs $182,373 $83,600 $203,733 $233,564 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/11 0.50 0.50 0.50 0.50 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.60 0.60 0.60 0.60 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 540 Monta Vista Community Center Maintenance Budget Unit 100-87-833 General Fund-Facilities and Fleet-Monta Vista Community Center Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $194,762 Fund Balance $- General Fund Costs $194,762 %Funded by General Fund 100.0% Total Staffing 0.4 FTE Program Overview This program maintains Monta Vista Community Center and adjacent buildings to ensure efficient operations,employee satisfaction,user satisfaction and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. . Respond to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15,City Council approved a budget of$194,762 for the Monta Vista Community Center Maintenance program.This represents a decrease of$46,571 (-19.3%)from the FY 2020-21 Adopted Budget. This decrease is mainly due to the completion of special projects. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 541 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $121,300 $118,070 $- $- Total Revenues $121,300 $118,070 $- $- Expenditures Employee Compensation $35,405 $37,832 $39,284 $40,132 Employee Benefits $16,507 $18,486 $20,390 $21,495 Materials $26,460 $19,606 $28,805 $30,938 Contract Services $42,834 $38,079 $44,217 $45,053 Cost Allocation $9,984 $22,103 $49,814 $55,247 Special Projects $18,062 $27,610 $57,000 $- Contingencies $- $- $1,823 $1,897 Total Expenditures $149,252 $163,716 $241,333 $194,762 Fund Balance $- $- $- $- General Fund Costs $27,952 $45,647 $241,333 $194,762 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.30 0.30 0.30 0.30 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.40 0.40 0.40 0.40 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 542 Wilson Park Maintenance Budget Unit 100-87-834 General Fund-Facilities and Fleet-Wilson Park Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $101,531 Fund Balance $- General Fund Costs $101,531 %Funded by General Fund 100.0% Total Staffing 0.2 FTE Program Overview This program maintains Wilson Park Ceramics Center to ensure efficient operations, user satisfaction, and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. . Respond to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of $101,531 for the Wilson Park Maintenance program. This represents an increase of$33,004(48.2%)from the FY 2020-21 Adopted Budget. This increase is mainly due to the addition of contract maintenance services and a change in methodology for cost allocations. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 543 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $- $77,225 $- $- Total Revenues $- $77,225 $- $- Expenditures Employee Compensation $19,077 $19,820 $20,105 $20,323 Employee Benefits $10,108 $11,011 $11,723 $12,622 Materials $13,002 $13,135 $80 $12,794 Contract Services $22,414 $12,330 $- $16,465 Cost Allocation $8,158 $12,432 $36,619 $38,598 Contingencies $- $- $- $729 Total Expenditures $72,759 $68,728 $68,527 $101,531 Fund Balance $- $- $- $- General Fund Costs $72,759 $ (8,497) $68,527 $101,531 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER III 0.20 0.20 0.20 0.20 Total 0.20 0.20 0.20 0.20 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 544 Portal Park Maintenance Budget Unit 100-87-835 General Fund-Facilities and Fleet-Portal Park Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $60,736 Fund Balance $- General Fund Costs $60,736 %Funded by General Fund 100.0% Total Staffing 0.1 FTE Program Overview This program maintains Portal Park building to ensure user efficient operations, satisfaction, and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. • Respond to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of $60,736 for the Portal Park Maintenance program. This represents a decrease of$23,754(-28.1%)from the FY 2020-21 Adopted Budget. This decrease is due mainly to the completion of special projects. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 545 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $- $41,483 $- $- Total Revenues $- $41,483 $- $- Expenditures Employee Compensation $9,372 $9,778 $9,938 $10,162 Employee Benefits $5,016 $5,464 $5,861 $6,311 Materials $4,823 $5,078 $19,540 $8,717 Contract Services $3,862 $3,122 $22,021 $5,922 Cost Allocation $5,416 $8,466 $26,092 $29,259 Contingencies $- $- $1,038 $365 Total Expenditures $28,489 $31,908 $84,490 $60,736 Fund Balance $- $- $- $- General Fund Costs $28,489 $ (9,576) $84,490 $60,736 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER III 0.10 0.10 0.10 0.10 Total 0.10 0.10 0.10 0.10 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 546 Sports Center Maintenance Budget Unit 570-87-836 Sports Center-Facilities and Fleet-Sports Center Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $623,052 Fund Balance $(623,052) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing 0.7 FTE Program Overview This program maintains Sport Center facilities to ensure efficient operations, employee satisfaction, user satisfaction,and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. . Respond to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of $623,052 for the Sports Center Maintenance program. This represents an increase of$135,612(27.8%)from the FY 2020-21 Adopted Budget. This increase is mainly due to special projects. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Public Works 547 Special Projects Appropriation Revenue Funding Source Description Exterior Repainting $45,000 $45,000 General Fund Exterior repainting Exterior Lighting $24,000 $24,000 General Fund Exterior lighting Improvements improvements Multipurpose Room Multipurpose room Floor Refinishing $20,000 $20,000 General Fund hardwood floor refinishing Door Refinishing $15,000 $15,000 General Fund Door refinishing Locker Room Bench $5000 $5000 General Fund Locker room bench Refinishing , , refinishing Total $109,000 $109,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $4,998 $- $- $- Total Revenues $4,998 $- $- $- Expenditures Employee Compensation $75,404 $72,404 $71,339 $73,552 Employee Benefits $34,804 $48,861 $38,965 $41,742 Materials $115,245 $123,610 $128,792 $140,248 Contract Services $104,227 $107,593 $124,356 $126,692 Cost Allocation $81,296 $89,668 $117,665 $122,425 Special Projects $- $2,435 $- $109,000 Contingencies $- $- $6,323 $9,393 Total Expenditures $410,976 $444,571 $487,440 $623,052 Fund Balance $(405,979) $ (444,572) $(487,440) $(623,052) General Fund Costs $- $- $- $- Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 548 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.10 0.10 0.10 0.10 MAINTENANCE WORKER III 0.50 0.50 0.50 0.50 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.70 0.70 0.70 0.70 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 549 Creekside Park Maintenance Budget Unit 100-87-837 General Fund-Facilities and Fleet-Creekside Park Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $106,935 Fund Balance $- General Fund Costs $106,935 %Funded by General Fund 100.0% Total Staffing 0.2 FTE Program Overview This program maintains Creekside Park building to ensure efficient operations, user satisfaction, and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. . Respond to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of$106,935 for the Creekside Park Maintenance program. This represents an increase of$3,774(3.7%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 550 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $60,650 $47,545 $- $- Total Revenues $60,650 $47,545 $- $- Expenditures Employee Compensation $19,703 $21,033 $23,189 $22,585 Employee Benefits $9,311 $9,948 $10,576 $10,911 Materials $14,631 $10,486 $15,989 $17,167 Contract Services $18,948 $11,152 $14,638 $14,895 Cost Allocation $8,509 $17,199 $38,004 $40,576 Special Projects $96,486 $- $- $- Contingencies $- $- $765 $801 Total Expenditures $167,588 $69,818 $103,161 $106,935 Fund Balance $- $- $- $- General Fund Costs $106,938 $22,274 $103,161 $106,935 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.10 0.10 0.10 0.10 PUBLIC WORKS SUPERVISOR 0.10 0.10 0.10 0.10 Total 0.20 0.20 0.20 0.20 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 551 Community Hall Maintenance Budget Unit 100-87-838 General Fund-Facilities and Fleet-Community Hall Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $259,761 Fund Balance $- General Fund Costs $259,761 %Funded by General Fund 100.0% Total Staffing 0.5 FTE Program Overview This program maintains Community Hall and interactive fountain to ensure efficient operations, employee satisfaction,user satisfaction,and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. . Respond to requests made by Community Hall users. • Manage and responsibly coordinate work completed by contractors. • Ensure water quality and functionality of interactive fountain. • Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of$259,761 for the Community Hall Maintenance program. This represents an increase of$28,818(12.5%)from the FY 2020-21 Adopted Budget. This increase is due mainly to an increase in salary and benefits for currently funded full-time positions and special projects. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Public Works 552 Special Projects Appropriations Revenue Funding Source Description Exterior Door Painting $4,000 $4,000 General Fund Paint exterior doors Water Bottle Filler $13000 $13000 General Fund Install water bottle Installation , , filler Total $17,000 $17,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $202,167 $233,028 $- $- Total Revenues $202,167 $233,028 $- $- Expenditures Employee Compensation $37,845 $40,280 $42,926 $44,689 Employee Benefits $20,231 $23,022 $25,778 $28,262 Materials $42,681 $39,846 $45,110 $49,734 Contract Services $81,152 $34,725 $51,445 $53,580 Cost Allocation $14,384 $28,215 $63,275 $63,493 Special Projects $43,378 $- $- $17,000 Contingencies $- $- $2,409 $3,003 Total Expenditures $239,671 $166,088 $230,943 $259,761 Fund Balance $- $- $- $- General Fund Costs $37,505 $(66,940) $230,943 $259,761 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.40 0.40 0.40 0.40 MAINTENANCE WORKER III 0.10 0.10 0.10 0.10 Total 0.50 0.50 0.50 0.50 FY 2021-22 Adopted Budget Public Works 553 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 554 Teen Center Maintenance Budget Unit 100-87-839 General Fund-Facilities and Fleet-Teen Center Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $48,987 Fund Balance $- General Fund Costs $48,987 %Funded by General Fund 100.0% Total Staffing 0.1 FTE Program Overview This program maintains the Teen Center area below the Sports Center to ensure efficient operations, employee satisfaction,user satisfaction,and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. . Respond to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. • Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of $48,987 for the Teen Center Maintenance program. This represents an increase of$1,113(2.3%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 555 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $80,867 $21,469 $- $- Total Revenues $80,867 $21,469 $- $- Expenditures Employee Compensation $9,594 $10,939 $11,741 $10,162 Employee Benefits $5,077 $5,717 $5,861 $6,311 Materials $5,285 $5,427 $6,299 $6,875 Contract Services $8,800 $- $- $- Cost Allocation $3,951 $5,587 $23,817 $25,468 Special Projects $16,740 $- $- $- Contingencies $- $- $156 $171 Total Expenditures $49,447 $27,670 $47,874 $48,987 Fund Balance $- $- $- $- General Fund Costs $(31,420) $6,201 $47,874 $48,987 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER III 0.10 0.10 0.10 0.10 Total 0.10 0.10 0.10 0.10 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 556 Park Bathrooms Maintenance Budget Unit 100-87-840 General Fund-Facilities and Fleet-Park Bathrooms Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $126,256 Fund Balance $- General Fund Costs $126,256 %Funded by General Fund 100.0% Total Staffing 0.2 FTE Program Overview This program maintains park restrooms to ensure efficient operations, user satisfaction, and community pride. Service Objectives • Provide clean and functioning restrooms at various park locations. . Respond to requests made by the users of the park. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of$126,256 for the Park Bathrooms Maintenance program. This represents an increase of$5,575(4.6%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 557 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $- $85,967 $- $- Total Revenues $- $85,967 $- $- Expenditures Employee Compensation $16,658 $17,348 $17,667 $17,930 Employee Benefits $8,405 $9,057 $9,615 $10,374 Materials $15,364 $13,036 $21,166 $21,478 Contract Services $57,344 $29,736 $35,399 $35,954 Cost Allocation $8,402 $14,572 $35,422 $39,086 Special Projects $15,115 $- $- $- Contingencies $- $- $1,412 $1,434 Total Expenditures $121,288 $83,749 $120,681 $126,256 Fund Balance $- $- $- $- General Fund Costs $121,288 $ (2,218) $120,681 $126,256 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.20 0.20 0.20 0.20 Total 0.20 0.20 0.20 0.20 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 558 Blackberry Farm Maintenance Budget Unit 100-87-841 General Fund-Facilities and Fleet-Blackberry Farm Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $542,039 Fund Balance $- General Fund Costs $542,039 %Funded by General Fund 100.0% Total Staffing 0.9 FTE Program Overview This program maintains Blackberry Farm buildings and facilities to ensure efficient operations, employee satisfaction,user satisfaction,and community pride. Service Objectives • Provide a safe,clean and productive working environment for the public and employees. • Timely response to requests made by Parks&Recreation Department staff. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15, City Council approved a budget of$542,039 for the Blackberry Farm Maintenance program. This represents an increase of$12,907(2.4%)from the FY 2020-21 Adopted Budget. This budget is relatively unchanged from last fiscal year. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Public Works 559 Special Project Appropriation Revenue Funding Source Description Pool Building Pool building Hydration Station $13,000 $13.000 General Fund hydration station Pool Cover Pool cover Replacement $11,000 $11,000 General Fund replacement Pool Uninterruptible Pool power supply Power Supply $5,000 $5,000 General Fund installation Installation Total $29,000 $29,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $444,766 $322,155 $- $- Total Revenues $444,766 $322,155 $- $- Expenditures Employee Compensation $68,144 $73,858 $77,428 $67,730 Employee Benefits $38,086 $42,193 $45,760 $45,507 Materials $93,040 $98,579 $131,429 $119,316 Contract Services $71,882 $56,939 $81,053 $81,618 Cost Allocation $83,822 $122,841 $188,709 $193,129 Special Projects $26,242 $1,972 $- $29,000 Contingencies $- $- $4,753 $5,739 Total Expenditures $381,216 $396,382 $529,132 $542,039 Fund Balance $- $- $- $- General Fund Costs $ (63,549) $ 74,227 $529,132 $542,039 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 560 Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget MAINTENANCE WORKER I/II 0.90 0.90 0.90 0.90 Total 0.90 0.90 0.90 0.90 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 561 Franco Traffic Operations Center Budget Unit 100-87-852 General Fund-Facilities and Fleet-Franco Traffic Operations Center Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $6,658 Fund Balance $- General Fund Costs $6,658 %Funded by General Fund 100.0% Total Staffing FTE Program Overview This program maintains the Traffic Operations Center on Franco Court to ensure efficient operations, user satisfaction,and community pride. Service Objectives • Provide a safe,clean and productive working environment for city employees. . Respond to requests made by Traffic Operations Center staff. • Manage and responsibly coordinate work completed by contractors. . Perform improvements that responsibly conserve the resources of water,electricity,and gas. Adopted Budget On June 15,City Council approved a budget of$6,658 for the Franco Traffic Operations Center program.This represents a decrease of$922(-12.2%)from the FY 2020-21 Adopted Budget. This decrease is due mainly to a change in methodology for cost allocation. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 562 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Materials $414 $434 $134 $135 Contract Services $23,117 $2,192 $1,883 $1,930 Cost Allocation $35,633 $26,737 $5,513 $4,541 Special Projects $22,164 $- $- $- Contingencies $- $- $50 $52 Total Expenditures $81,328 $29,363 $7,580 $6,658 Fund Balance $- $- $- $- General Fund Costs $81,328 $29,362 $7,580 $6,658 Staffing There is no staffing associated with this program. There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 563 Traffic Engineering Budget Unit 100-88-844 General Fund-Transportation-Traffic Engineering Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $1,514,399 Fund Balance $- General Fund Costs $1,514,399 %Funded by General Fund 100.0% Total Staffing 3.9 FTE Program Overview The Transportation Division oversees traffic operations, traffic studies, transportation planning, and transportation capital improvements to safely and efficiently manage all modes of travel within the City's street and trail network. This includes responding to citizen requests and concerns regarding traffic issues, developing plans for the installation of traffic signals, traffic signs, and pavement markings, and developing design standards. The Division assists in the preparation of the General Plan, street plan lines and the capital improvement program related to street improvements. Division staff are active on Santa Clara Valley Transportation Authority (VTA) subcommittees and working groups and keeps abreast regarding current developments in the field as well as grant funding opportunities for large projects. The Transportation Division also participates in the review of private development proposals to identify potential traffic impacts and to require necessary mitigations to maintain levels of service and safe and efficient traffic operations. Service Objectives • Ensure the efficiency and safety of the street system for all modes of travel through continual observation of traffic patterns,traffic signals and other traffic control devices. . Review traffic collision reports, traffic flow patterns, and neighborhood traffic issues and respond as needed. • Cooperate with neighboring jurisdictions on regional 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. • Encourage the use of alternate modes of transportation to the single occupancy vehicle through the implementation of recommendations from the Bicycle and Pedestrian Transportation Plans. • Supports transit initiatives,ride-share programs, carpool programs, and transportation planning work for all modes of transportation. FY 2021-22 Adopted Budget Public Works 564 Adopted Budget On June 15, City Council approved a budget of $1,514,399 for the Traffic Engineering program. This represents an increase of$285,370(23.2%)from the FY 2020-21 Adopted Budget. This increase is primarily due to a one-time special project for VMT to LOS standards in the amount of $130,000. Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description VMT to LOS Updating standards Standards $130,000 $130,000 General Fund to level of service Total $130,000 $130,000 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Charges for Services $623,129 $3,903 $681,899 $- Miscellaneous Revenue $- $585 $- $- Total Revenues $623,129 $4,488 $681,899 $- Expenditures Employee Compensation $429,522 $452,447 $505,506 $598,026 Employee Benefits $165,357 $187,475 $213,982 $277,673 Materials $13,810 $18,202 $18,751 $20,232 Contract Services $216,177 $151,312 $252,914 $203,821 Cost Allocation $106,461 $126,644 $233,018 $275,796 Special Projects $766,657 $530,233 $- $130,000 Contingencies $- $- $4,858 $8,851 Total Expenditures $1,697,984 $1,466,313 $1,229,029 $1,514,399 Fund Balance $- $- $- $- General Fund Costs $1,074,854 $1,461,825 $547,130 $1,514,399 FY 2021-22 Adopted Budget Public Works 565 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget ASSISTANT ENGINEER 0.75 1.50 1.50 1.50 ASSOCIATE CIVIL ENGINEER 0.75 0 0 0 PUBLIC WORKS PROJECT MANAGER 0 0 0 0.50 LT SENIOR CIVIL ENGINEER 0.10 0 0 0 TRANSIT&TRANSPORTATION 1.00 1.00 1.00 1.00 PLANNER TRANSPORTATION MANAGER 0.90 1.00 0.90 0.90 Total 3.50 3.50 3.40 3.90 Staff time is being reallocated to better reflect actual time spent in this program. FY 2021-22 Adopted Budget Public Works 566 Traffic Signal Maintenance Budget Unit 100-88-845 General Fund-Transportation-Traffic Signal Maintenance Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $811,832 Fund Balance $- General Fund Costs $811,832 %Funded by General Fund 100.0% Total Staffing 2.0 FTE Program Overview The Traffic Signal Maintenance Division oversees the operation and maintenance of the City's 60 traffic signals,including eight traffic signals owned by the State of California.The Division also maintains the traffic signal communication infrastructure,such as the fiber optic network and the traffic operation center hub. Service Objectives • Ensure the continuous and safe operation of the City's traffic signal system on a continuous 24-hour basis with full-time and on-call staff, which is accomplished by regularly performing preventative maintenance, diagnosing malfunctions and repairs, investigating citizen complaints, replacing or upgrading obsolete hardware, inspecting the work of contractors, responding to knockdowns and power outages,and adjusting signal timing parameters. • Continue training, maintaining proficiency of traffic signal technicians and on-call staff by encouraging attendance at classes and seminars. Adopted Budget On June 15, City Council approved a budget of $811,832 for the Traffic Signal Maintenance program. This represents a decrease of$86,782(-9.7%)from the FY 2020-21 Adopted Budget. This decrease is due to the completion of one-time special projects in the previous fiscal year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 567 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Intergovernmental Revenue $- $10,182 $- $- Charges for Services $- $3,666 $- $- Total Revenues $- $13,848 $- $- Expenditures Employee Compensation $128,810 $217,978 $229,892 $252,216 Employee Benefits $49,213 $92,420 $104,817 $114,015 Materials $185,601 $135,471 $156,848 $158,596 Contract Services $51,337 $17,500 $46,025 $47,406 Cost Allocation $84,404 $81,649 $175,960 $234,449 Special Projects $- $19,576 $180,000 $- Contingencies $- $- $5,072 $5,150 Total Expenditures $499,365 $564,594 $898,614 $811,832 Fund Balance $- $- $- $- General Fund Costs $499,365 $550,747 $898,614 $811,832 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. Position Title 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget TRAFFIC SIGNAL TECHNICIAN 2.00 1.00 1.00 1.00 TRAFFIC SIGTECH APRNTICE 0 1.00 1.00 1.00 Total 2.00 2.00 2.00 2.00 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 568 Safe Routes 2 School Budget Unit 100-88-846 General Fund-Transportation-Safe Routes 2 School Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $846,271 Fund Balance $- General Fund Costs $846,271 %Funded by General Fund 100.0% Total Staffing 1.0 FTE Program Overview Safe Routes 2 School seeks to engage local schools, school districts, parent organizations, community groups, and the Santa Clara County Sheriff's Office in the mission of reducing Singular Occupancy Vehicle (SOV) travel to and from school in order to reduce carbon emission and car traffic and increase student safety. The program seeks to achieve these objectives through education, encouragement, enforcement, and engineering infrastructure changes in and around Cupertino schools. Service Objectives • Help to improve the health and well-being of children by increasing the number of students who walk or bike to school. • Develop partnerships with school administrators,staff,parents,and children. • Encourage and empower more students and families to walk, bike, carpool, and take alternative transit to school. • Adjust signage and infrastructure surrounding Cupertino schools to facilitate a safer environment for bicycle and pedestrian travel. • Educate students and families about the benefits of walking and bicycling to school; health, environmental protection,academic improvements,community building and more. . Minimize gaps in communication between City, School Districts, and Schools and collaborate on efforts to increase student safety. . Enhance bicyclist and pedestrian student safety through coordination of skills classes and distribution of educational material. Adopted Budget On June 15, City Council approved a budget of $846,271 for the Safe Routes 2 School program. This represents an increase of$241,601 (40.0%)from the FY 2020-21 Adopted Budget. The increase is due primarily to one-time special projects as well as an increase in crossing guard services. FY 2021-22 Adopted Budget Public Works 569 Special Projects The following table shows the special projects for the fiscal year. Special Project Appropriation Revenue Funding Source Description Pedestrian Pedestrian education Education $44,240 $44,240 General Fund supplementing CUSD's curriculum Riding for Focus Bicycle life skills Program $49,000 $49,000 General Fund program Total $93,240 $93,240 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues $- $- $- $- Expenditures Employee Compensation $98,480 $111,475 $125,081 $127,273 Employee Benefits $36,674 $42,629 $48,521 $52,333 Materials $21,049 $22,235 $19,409 $23,214 Contract Services $261,022 $200,290 $293,598 $452,310 Cost Allocation $18,613 $85,404 $69,076 $83,682 Special Projects $- $- $41,160 $93,240 Contingencies $- $- $7,825 $14,219 Total Expenditures $435,838 $462,033 $604,670 $846,271 Fund Balance $- $- $- $- General Fund Costs $435,837 $462,032 $604,670 $846,271 Staffing The following table lists full-time equivalents (FTE)by position. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year,and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Public Works 570 Position Title 2019 2020 2021 Adopted 2022 Adopted Actual Actual Budget Budget SAFE ROUTES TO SCHOOL 1.00 1.00 1.00 1.00 COORDINATOR Total 1.00 1.00 1.00 1.00 There are no changes to the current level of staffing. FY 2021-22 Adopted Budget Public Works 571 Minor Storm Drain Improvement Budget Unit 210-90-978 Storm Drain Improvement-Non-Departmental-Minor Storm Drain Improvement Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $- Fund Balance $- General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview This program provides funding for drainage repairs as needed in various locations. Service Objectives Provide storm drain repairs throughout the City on an annual basis. Adopted Budget There is no budget requested for this program. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues - Expenditures Capital Outlays $4,000 $4,000 $- $_ Total Expenditures $4,000 $4,000 $- $_ Fund Balance $ 0,000) $0,000) $- $- General Fund Costs $- $- $- $- FY 2021-22 Adopted Budget Public Works 572 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Public Works 573 Fixed Assets Acquisition Budget Unit 630-90-985 Vehicle/Equip Replacement-Non-Departmental-Fixed Assets Acquisition Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $1,001,017 Fund Balance $(1,001,017) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview This program purchases vehicles and equipment having a value greater than$5,000 and expected life of more than one year. 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. • Purchase energy efficient vehicles whenever practical. • Purchase quiet,ergonomic and environmentally friendly equipment whenever practical. Adopted Budget On June 15, City Council approved a budget of $1,001,017 for the Fixed Assets Acquisition program. This represents an increase of$616,995(160.7%)from the FY 2020-21 Adopted Budget. This increase is due to the new request for a Vac-Con Combination Sewer and Storm Drain Cleaner. Special Projects The following table shows the special projects for the fiscal year. FY 2021-22 Adopted Budget Public Works 574 Special Project Appropriation Revenue Funding Source Description Vehicle Annual vehicle Replacement $626,200 $626,200 General Fund replacement Storm drain Vactor Truck $366,000 $366,000 Special Revenue Fund maintenance vactor truck Total $992,200 $992,200 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues $- $- $- $- Expenditures Cost Allocation $- $- $9,022 $8,817 Special Projects $3,025 $- $375,000 $992,200 Total Expenditures $3,025 $- $384,022 $1,001,017 Fund Balance $ (3,025) $- $(384,022) $ (1,001,017) General Fund Costs $- $- $- $- Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Public Works 575 This page intentionally left blank. FY 2021-22 Adopted Budget Public Works 576 Non - Departmental FY 2021-22 Adopted Budget Non-Departmental 577 This page intentionally left blank. FY 2021-22 Adopted Budget Non-Departmental 578 Department Overview Budget Units Budget Unit Program 2022 Adopted Budget Non-Departmental $25,382,535 100-90-001 General Fund Transfers Out $11,269,487 281-90-001 Tree Fund Transfers Out $15,000 429-90-001 Capital Reserve Transfers Out $11,422,048 365-90-500 Facility Lease Debt Service $2,676,000 Total $25,382,535 FY 2021-22 Adopted Budget Non-Departmental 579 Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $25,382,535 Fund Balance $(14,113,048) General Fund Costs $11,269,487 %Funded by General Fund 44.4% Total Staffing FTE Adopted Budget On June 15, City Council approved a budget of $25,382,535 for the Non-Departmental department. This represents an increase of$10,260,259(67.8%)from the FY 2020-21 Adopted Budget. This increase is due to an increase in Capital Improvements Program projects in FY 21-22. FY 2021-22 Adopted Budget Non-Departmental 580 Adopted Expenditures by Division ■ Non-Departmental 11 1'. hhkk.._� Department Expenditure History $60.1M $35.4M $25.4M $15.1M 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget FY 2021-22 Adopted Budget Non-Departmental 581 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $ 126,433 $ 173,764 $- $_ Charges for Services $ 10,087 $900 $- $_ Total Revenues $136,520 $174,664 $- $_ Expenditures Materials $9 $43 $- $17,503 Contract Services $- $1,500 $- $_ Cost Allocation $35,358,525 $60,134,832 $15,122,276 $25,365,032 Total Expenditures $35,358,534 $60,136,375 $15,122,276 $25,382,535 Fund Balance $ (325,730) $ (8,716,673) $(5,173,587) $ (14,113,048) General Fund Costs $34,896,284 $51,245,038 $9,948,689 $11,269,487 Staffing There is no staffing associated with this department. FY 2021-22 Adopted Budget Non-Departmental 582 General Fund Transfers Out Budget Unit 100-90-001 General Fund-Non-Departmental-General Fund Transfers Out Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $ 11,269,487 Fund Balance $- General Fund Costs $11,269,487 %Funded by General Fund 100.0% Total Staffing FTE Program Overview Transfers represent transfers of monies between various funds. These transfers provide subsidies and resources and to the receiving fund to support operating, debt service, and capital project costs. General Fund subsidies to other funds and funding of capital projects are included in transfers. Service Objectives Transfers out are evaluated each year to ensure funds outside of the General Fund remain with a minimum fund balance of 15% of budgeted operating expenses. These transfers are normally for Special Revenue and Enterprise funds requiring a subsidy due to revenues falling short of full program costs. In addition, the City has reoccurring transfers to fund the total budget costs associated with Annual Debt Payment, Compensated Absences,and Retiree Health. Adopted Budget On June 15, City Council approved a budget of $11,269,487 for the General Fund Transfers Out program. This represents an increase of$1,320,798(13.3%)from the FY 2020-21 Adopted Budget. General Fund Transfers Out are as follows: FY 2021-22 Adopted Budget Non-Departmental 583 Receiving Fund Description Amount Storm Drain,Non-Point Source, Special Revenue Funds Sidewalk,Curb and Gutter $6,457,824 Maintenance Debt Service Funds Annual Debt Payment $2,621,000 Blackberry Farm Golf Course, Enterprise Funds Sports Center Operation,Outdoor $886,801 Recreation Internal Service Funds IT Infrastructure,Compensated $1,286,359 Absences,and Retiree Medial Total $11,269,487 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues $- $- $- $_ Expenditures Materials $9 $43 $- $17,503 Cost Allocation $19,376,087 $30,892,276 $9,948,689 $11,251,984 Total Expenditures $19,376,096 $30,892,319 $9,948,689 $11,269,487 Fund Balance $- $- $- $_ General Fund Costs $19,376,096 $30,892,319 $9,948,689 $11,269,487 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Non-Departmental 584 Tree Fund Transfers Out Budget Unit 281-90-001 Tree Fund-Non-Departmental-Tree Fund Transfers Out Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $15,000 Fund Balance $(15,000) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview Transfers represent transfers of monies between various funds. These transfers provide subsidies and resources and to the receiving fund to support operating, debt service, and capital project costs. General Fund subsidies to other funds and funding of capital projects are included in transfers. Adopted Budget On June 15, City Council approved a budget of $15,000 for the Tree Fund Transfers Out program. This budget is unchanged from the prior year. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. FY 2021-22 Adopted Budget Non-Departmental 585 Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $4,317 $6,384 $- $- Charges for Services $ 10,087 $900 $- $- Total Revenues $14,404 $7,284 $- $- Expenditures Cost Allocation $ 10,000 $12,000 $15,000 $15,000 Total Expenditures $10,000 $12,000 $15,000 $15,000 Fund Balance $4,404 $(4,716) $(15,000) $(15,000) General Fund Costs $- $- $- $- Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Non-Departmental 586 Capital Reserve Transfers Out Budget Unit 429-90-001 Capital Reserve-Non-Departmental-Capital Reserve Transfers Out Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $11,422,048 Fund Balance $(11,422,048) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview Transfers represent transfers of monies between various funds. These transfers provide subsidies and resources and to the receiving fund to support operating, debt service, and capital project costs. General Fund subsidies to other funds and funding of capital projects are included in transfers. Service Objectives Transfers out from the Capital Reserve vary from year to year depending on the projects selected in the Capital Improvement Plan. In addition, funding sources for each project are reviewed and then allocated appropriately. After this review, the remaining balance of the project left to fund is then transferred from the Capital Reserve Fund. Adopted Budget On June 15, City Council approved a budget of $11,422,048 for the Capital Reserve Transfers Out program. This represents an increase of$9,432,599(474.1%)from the FY 2020-21 Adopted Budget. Capital Reserve Transfers Out are as follows: FY 2021-22 Adopted Budget Non-Departmental 587 Receiving Fund Description Amount Special Revenue Funds Memorial Park and Pumpkin and $3,650,000 Fiesta Storm Drain Project 10445 Torre Avenue Improvements,Blackberry Farm Pool Improvements,Carmen Road Bridge Right-of-Way,City Hall and Community Hall Improvements,Electric Vehicle Parking Expansion,Full-sized Capital Projects Funds Outdoor Basketball Court, $7,772,048 Homestead/De Anza,Stelling and Alves Crosswalk Installation, Stevens Creek Boulevard Class IV Bikeway,City Lighting LED Transition Assessment,Tree Inventory-Stevens Creek Corridor Total $11,422,048 Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Use of Money and Property $122,116 $167,380 $- $- Total Revenues $122,116 $167,380 $- $_ Expenditures Cost Allocation $12,801,500 $26,057,719 $1,989,449 $11,422,048 Total Expenditures $12,801,500 $26,057,719 $1,989,449 $11,422,048 Fund Balance $(328,634) $(5,537,620) $(1,989,449) $ (11,422,048) General Fund Costs $12,350,750 $20,352,719 $- $- Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Non-Departmental 588 Facility Lease Debt Service Budget Unit 365-90-500 Public Facilities Corp-Non-Departmental-Facility Lease Debt Service Budget at a Glance 2022 Adopted Budget Total Revenues $- Total Expenditures $2,676,000 Fund Balance $(2,676,000) General Fund Costs $- %Funded by General Fund 0.0% Total Staffing FTE Program Overview The Debt Service Program provides for the payment of principal and interest and associated administrative costs incurred with the issuance of debt instruments for the City's Public Facilities Corporation. The budget funds the Corporation's annual payment of principal and interest on the City Hall/Library,Wilson/Memorial Open Space and Library Certificates of Participation(COP)that will be paid off by the year 2030. Service Objectives The majority of the borrowings occurred in early 1990 to acquire additional park real estate and expand community facilities.A breakdown of the capital acquisitions follows: • Increased 90 acres of park real estate to 190 acres,a 111%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. In May 2012, the Corporation refinanced its $44 million in outstanding debt to lower the interest rate and save approximately$350,000 per year in debt payments. On September 29, 2020,the City's 2020A Certificates of Participation (2020 COPS) were successfully sold in order to refund the City's 2012 Certificates of Participation for debt service savings. The refunding generated net present value savings of approximately $3.14 million, 11.61% of refunded par and a True Interest Cost of 0.72%. Savings to the City's General Fund FY 2021-22 Adopted Budget Non-Departmental 589 amounts to approximately$494,000 per year for the next 10 years,or almost$5 million in total savings. FY 2021-22 Adopted Budget Non-Departmental 590 Schedule of Lease Payments Bond Year(Ending Principal Interest Annual Lease Payment June 1) 2021 2,140,000.00 536,306.67 2,676,306.67 2022 1,880,000.00 796,000.00 2,676,000.00 2023 1,955,000.00 720,800.00 2,675,800.00 2024 2,035,000.00 642,600.00 2,677,600.00 2025 2,115,000.00 561,200.00 2,676,200.00 2026 2,200,000.00 476,600.00 2,676,600.00 2027 2,285,000.00 388,600.00 2,673,600.00 2028 2,380,000.00 297,200.00 2,677,200.00 2029 2,475,000.00 202,000.00 2,677,000.00 2030 2,575,000.00 103,000.00 2,678,000.00 Total $22,040,000.00 $4,724,306.67 $26,764,306.67 Adopted Budget On June 15, City Council approved a budget of$2,676,000 for the Facility Lease Debt Service program. This represents a decrease of$493,138 (-15.6%)from the FY 2020-21 Adopted Budget. The decrease is attributed to the savings achieved as a result of the refinancing completed in the fall of 2020. Revenues and Expenditures The following table details revenues, expenditures, changes in fund balance and General Fund costs by category. It includes actuals for two prior fiscal years, the Adopted Budget for the prior fiscal year, and the Adopted Budget for the current fiscal year. Category 2019 Actual 2020 Actual 2021 Adopted Budget 2022 Adopted Budget Revenues Total Revenues $- $- $- $_ Expenditures Contract Services $- $ 1,500 $- $_ Cost Allocation $3,170,938 $3,172,837 $3,169,138 $2,676,000 Total Expenditures $3,170,938 $3,174,337 $3,169,138 $2,676,000 Fund Balance $ (1,500) $(3,174,337) $ (3,169,138) $(2,676,000) General Fund Costs $3,169,438 $- $- $- FY 2021-22 Adopted Budget Non-Departmental 591 Staffing There is no staffing associated with this program. FY 2021-22 Adopted Budget Non-Departmental 592 Appendix FY 2021-22 Adopted Budget Appendix 593 This page intentionally left blank. FY 2021-22 Adopted Budget Appendix 594 Personnel Schedule CITY COUNCIL/COMMISSIONS City Council 0.45 0.30 1.15 1.05 0.85 0.85 0.00 0.85 Sister Cities 0.05 0.05 0.10 0.10 0.40 0.10 0.00 0.10 Technology,Information&Communications Commission 0.10 0.10 0.00 0.00 0.05 0.07 0.00 0.07 Library Commission 0.05 0.05 0.05 0.05 0.03 0.10 0.05 0.15 Fine Arts Commission 0.15 0.15 0.15 0.15 0.15 0.15 0.00 0.15 Public Safety Commission 0.00 0.00 0.00 0.05 0.05 0.05 0.00 0.05 Bicycle and Pedestrian Commission 0.00 0.00 0.00 0.00 0.00 0.15 0.00 0.15 Parks and Recreation Commission 0.10 0.10 0.10 0.10 0.12 0.10 0.00 0.10 Teen Commission 0.25 0.30 0.30 0.30 0.30 0.30 0.00 0.30 Planning Commission 0.30 0.25 0.25 0.30 0.31 0.26 0.00 0.26 Housing Commission 0.15 0.15 0.15 0.15 0.15 0.15 0.00 0.15 Sustainability Commission 0.00 0.10 0.10 0.10 0.10 0.15 0.00 0.15 Audit Committee 0.00 0.00 0.00 0.00 0.00 0.10 0.00 0.10 1.60 1.55 2.35 2.35 2.51 2.53 0.05 2.58 City Manager 3.30 3.02 3.37 3.62 4.90 3.90 1.00 4.90 Sustainability 1.55 1.55 1.80 1.80 1.40 1.80 0.00 1.80 Office of Communications 0.00 0.00 1.85 2.15 2.65 2.95 0.00 2.95 Video 0.00 0.00 0.00 0.00 0.00 3.00 0.00 3.00 Community Outreach&Neighborhood Watch 0.00 0.00 0.00 0.00 0.75 0.75 0.00 0.75 Office of Emergency Management 0.00 0.00 0.00 0.00 0.95 0.95 1.00 1.95 Economic Development 0.00 0.00 0.00 0.00 1.00 1.00 -1.00 0.00 City Clerk 3.00 3.00 3.10 2.90 2.50 2.50 0.00 2.50 City Attorney 3.00 3.00 4.00 5.00 1.00 1.00 0.00 1.00 10.85 10.57 14.12 15.47 15.15 17.85 1.00 18.85 INNOVATION&TE_CHNOLOGY Administration 1.15 2.45 0.85 0.70 0.55 0.53 0.00 0.53 Cupertino Scene 0.35 0.30 0.00 0.00 0.00 0.00 0.00 0.00 Video 2.95 3.40 3.25 3.20 3.25 0.00 0.00 0.00 Applications 0.95 0.80 3.20 3.45 3.45 3.50 0.00 3.50 Infrastructure 4.00 4.70 4.60 4.50 4.50 4.50 0.00 4.50 GIS 2.00 2.30 2.65 3.20 3.20 3.40 0.00 3.40 11.40 13.95 14.55 15.05 14.95 11.93 0.00 11.93 JLDMINISTRATI Administration 2.50 2.50 2.80 3.80 3.80 3.75 0.00 3.75 Accounting 5.20 5.75 5.40 6.40 6.90 6.85 0.00 6.85 Business Licensing 1.10 0.55 0.60 0.60 1.10 1.10 0.00 1.10 Human Resources 3.15 3.15 2.85 2.85 3.85 3.85 1.00 4.85 Insurance Administration 0.35 0.35 0.35 0.35 0.35 0.35 0.00 0.35 12.30 12.30 12.00 14.00 16.00 15.90 1.00 16.90 PARKS AND RECREATION Administration 2.95 2.85 2.90 3.85 4.55 4.55 -0.05 4.50 Business and Community Services 8.85 9.55 10.60 10.30 8.00 7.45 -1.20 6.25 Recreation and Education 5.58 11.85 10.70 10.00 10.05 10.55 -2.00 8.55 Sports,Safety and Outdoor Recreation 6.00 8.83 10.93 10.65 9.50 9.35 -0.77 8.58 Senior Center/Stevens Creek Trail/Blue Pheasant 8.10 0.00 0.00 0.00 0.00 0.00 0.00 0.00 Community Outreach 0.70 0.00 0.00 0.00 0.00 0.00 0.00 0.00 32.18 33.08 35.13 34.80 32.10 31.90 -4.02 27.88 FY 2021-22 Adopted Budget Appendix 595 i FY 20-21i COMMUNITY DEVELOPMEN Administration 0.90 0.55 0.55 0.55 0.60 0.50 0.00 0.50 Planning 8.60 10.63 10.63 10.58 9.67 9.97 3.10 13.07 Housing Services 0.80 0.80 0.80 0.80 0.80 0.80 0.90 1.70 Building 13.30 13.95 13.85 13.95 13.97 14.22 1.00 15.22 Economic Development/RDA Successor Agency 1.00 1.00 1.00 1.00 0.00 0.00 0.00 0.00 Muni/Building Code Enforcement 2.70 1.25 1.25 1.25 0.25 0.00 0.00 0.00 Code Enforcement 0.00 0.00 0.00 0.00 3.00 3.00 0.00 3.00 27.30 28.18 28.08 28.13 28.29 28.49 5.00 33.49 PUBLIC WORKS Administration 3.25 3.25 3.25 3.25 2.05 3.05 0.00 3.05 Environmental Programs 6.22 6.22 6.27 6.20 6.10 7.55 0.97 8.52 Development Services 7.40 7.40 7.50 8.50 11.50 11.20 0.50 11.70 Service Center 2.70 3.70 3.05 2.55 3.65 3.50 0.00 3.50 Grounds 19.75 19.75 19.60 20.00 20.00 20.00 0.00 20.00 Streets 13.65 13.65 13.95 13.95 13.95 13.45 0.00 13.45 Trees and Right of Way 16.40 16.40 16.40 16.00 17.00 17.00 0.00 17.00 Facilities and Fleet 8.15 8.15 8.00 8.00 8.00 8.00 0.00 8.00 Transportation 4.60 5.60 6.50 6.50 6.50 6.40 0.50 6.90 82.12 84.12 84.52 84.95 88.75 90.15 1.97 92.12 Code Enforcement 2.00 2.00 2.00 2.00 0.00 0.00 0.00 0.00 2.00 2.00 2.00 2.00 0.00 0.00 0.00 0.00 Total Benefitted Positions 170W85.75 192.75 196.75 197.75 198.75 5.00 203.75 Total Benefitted Positions(including Councilmembers) 184.75 190.75 197.75 201.75 202.75 203.75 5.00 208.75 FY 2021-22 Adopted Budget Appendix 596 CIP Schedule .Project Program Amount Category 1-New Projects 10445 Torre Avenue Improvements 420-99-248 $ 3,000,000 Blackberry Farm Pool Improvements 420-99-073 $ 750,000 Carmen Road Bridge Right-of-Way 420-99-249 $ 75,000 City Hall and Community Hall Improvements-Programming and Feasibility 420-99-250 $ 500,000 Electric Vehicle Parking Expansion 420-99-251 $ 408,000 Full-sized Outdoor Basketball Court 420-99-252 $ 350,000 Homestead/De Anza-Construction 420-99-856 $ 215,000 Memorial Park-Amphitheater Improvements 280-99-253 $ 1,150,000 Memorial Park-Pond Repurposing 280-99-254 $ 3,000,000 Memorial Park-Specific Plan Design 280-99-255 $ 500,000 Pumpkin and Fiesta Storm Drain Project,Phase 1 &2 210-99-256 $ 2,000,000 Stelling and Alves Crosswalk Intallation 420-99-257 $ 80,000 Stevens Creek Boulevard Class IV Bikeway Phase 2-Construction 420-99-036 $ 2,000,000 City Lighting LED Transition Assessment 420-99-258 $ 50,000 Tree Inventory-Stevens Creek Corridor 420-99-259 $ 65,000 Total Category 1 $14,143,000 Category 2-Existing Projects-Multi-Year Funding ADA Improvements 420-99-007 $ 90,000 Annual Playground Replacement 420-99-085 $ 300,000 Park Amenity Improvements 420-99-086 $ 200,000 Street Light Installation-Annual Infill 420-99-056 $ 75,000 Total Category 2 111111ff $ 665,000 Total $14,808,000 FY 2021-22 Adopted Budget Appendix 597 This page intentionally left blank. FY 2021-22 Adopted Budget Appendix 598