HomeMy WebLinkAbout65C - 17-18 BUDGET CALENDARREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
DECEMBER 20, 2016
TITLE:
APPROVE THE BUDGET CALENDAR
FOR FISCAL YEAR 2017-18
{STRATEGIC PLAN NO. 4, 1}
CITY MAN "ER
RECOMMENDED ACTION
Approve the Budget Calendar for fiscal year 2017-2018.
DISCUSSION
CLERK OF COUNCIL USE ONLY:
❑ As Recommended
❑ As Amended
❑ Ordinance on 1®t Reading
❑ Ordinance on 2"d Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Under the direction and leadership of the City Manager's Office along with the principles of
Budgeting Best Practice, a Budget Calendar (Calendar) has been created by the Finance &
Management Services Agency -Budget (Budget Division). The creation of the Calendar is an
informative tool which allows for a successful and transparent City budget process. The current
Calendar for consideration, informing both internal and external stakeholders, for fiscal year
2017-18 is the third consecutive year in which a Calendar has been developed by the Budget
Division.
As a result, the creation of the Calendar highlights the following budget plan:
• Preparation of the Trial Budget presentation;
• Five Community Budget meetings with over 290 attendees (fiscal year 2016-17 budget)
• Proposed Budget for all City Funds including the General Fund
• Discussion with Elected Officials regarding the Trial Budget
• Capital Improvement Program and presentation.
In addition, development of the Calendar also promotes public awareness, transparency, and
community engagement in the development of the fiscal year 2017-2018 Budget and Capital
Improvement Plan. The Calendar highlights key dates such as the Community Budget Outreach
and Strategic Plan Updates (per the Sunshine Ordinance), Community Budget and Capital
Improvement Program Meetings, and a Budget Work Study Session. The Calendar commences
December 20, 2016 and ends with the adoption of the fiscal year 2017-2018 Budget tentatively
scheduled for June 20, 2017.
65C-1
Approve the Budget Calendar for Fiscal Year 2017-18
December 20, 2016
Page 2
STRATEGIC PLAN ALGINMENT
Approval of this item allows the City to meet Goal #4 - City Financial Stability, Objective #1,
(maintain a stable, efficient and transparent financial environment).
FISCAL IMPACT
There is no fiscal impact associated with this action.
I��� R�
Francisco Gutierrez
Executive Director
Finance and Management Services Agency
EXHIBIT: 1. FY 2017-2018 Budget Calendar
65C-2
D
City of Santa Ana
FY 2017-18 Budget Calendar
December 6, 2016
Present Preliminary Calendar & Process to City
Council for Approval
January 2017
Commence negotiations with bargaining units
February 2017
Special City Council Meeting to discuss budget
priorities /options
May 2, 2017
. Preliminary FY 16-17 Budget Status
• General Fund One -Year Forecast (FY 17-18)
and Four Year Projections
• Present City Manager's General Fund Trial
Budget
• Prelim. Capital Improvement Program (CIP —
includes Water & Sewer) to City Council
May/June 2017
Community Budget Meetings
Includes Strategic Plan Update
May 16, 2017
City Manager's Proposed FY 17-18 Budget
Work -Study Session
Includes CIP, Miscellaneous Fees, and Personnel Resolution
June 6, 2017
Tentative Budget/CIP Ordinance Adoption
Adopt Miscellaneous Fees, and Personnel Resolution
June 19, 2017
City Council one-on-one meetings — Review of Trial
Budget and CIP
June 20, 2017
Final Budget/CIP Ordinance Adoption
July 1, 2017
Start of the New Fiscal Year
EXHIBIT 1
65C-3
65C-4