CA Review CKM
Meeting Date: May 16, 2023
To: Mayor and City Council
From: Scott Chadwick, City Manager
Staff Contact: Sheila Cobian, Legislative & Constituent Services Director [email protected] or 442-339-2917
Subject: Budget Workshop Discussion
District: All
Reco
mmended Action
Consider a request from Council Member Burkholder to discuss and decide whether to schedule a budget workshop.
Executive Summary
On April 11, 2023, Council Member Burkholder submitted the attached email (Exhibit 1) to the City Manager requesting that the topic of a budget workshop be placed on an upcoming City Council agenda.1
Fiscal Analysis
No city funding is being requested.
Next Steps
Staff will carry out City Council direction.
Environmental Evaluation
This action does not constitute a project within the meaning of the California Environmental Quality Act under Public Resources Code Section 21065 in that it has no potential to cause either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment and therefore does not require environmental review.
Exhibits
1. April 11, 2023, request from Council Member Burkholder to place an item on a City Council Agenda
1 Carlsbad Municipal Code Section 1.20.060(C) states, “Items of business may be placed on the agenda by any member of the council, the city manager or the city attorney, or by council action. Council -originated items must be submitted to the city manager not less than seven days before the date of the council meeting at which the member desires the item to appear on the agenda. Nothing in this section precludes a council member from requesting council action to place an item on the agenda for a future meeting.” May 16, 2023
Item #12 Page 1 of 4
From: Scott Chadwick
To: Sheila Cobian
Subject: Fwd: Budget workshop
Date: Tuesday, April 18, 2023 12:05:48 PM
Attachments: image002.png
Scott Chadwick
City Manager
City of Carlsbad
Sent from my iPhone
Begin forwarded message:
From: Melanie Burkholder <[email protected]> Date: April 18, 2023 at 11:59:36 PDT
To: Scott Chadwick <[email protected]>
Cc: Cindie McMahon <[email protected]>
Subject: RE: Budget workshop
Hi Scott,
Please place the item of “Budget Workshop” on a future agenda so the full council can discuss.
Thank you
Dr. Melanie Burkholder
City Council Member, District 1
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad, CA 92008
www.carlsbadca.gov
442-339-2830 (City Hall)
442-637-2853 (mobile/text)
From: Scott Chadwick <[email protected]>
Sent: Tuesday, April 11, 2023 12:30 PM
Exhibit 1
May 16, 2023
Item #12 Page 2 of 4
{_ City of
Carlsbad
To: Melanie Burkholder <[email protected]> Cc: Cindie McMahon <[email protected]>
Subject: RE: Budget workshop
Good afternoon, Councilmember-
Thank you for the email. We are currently planning on introducing the budget at the May 23 City Council meeting. City Council will weigh in at that time and then staff will bring back a final budget for Council’s consideration in June, with an effective date of July 1. Meetings with Councilmembers are currently being scheduled for the week of May 15 to review the preliminary draft.
We do not currently have a budget workshop scheduled, however, if you would like one scheduled, there are two options available to you: The first involves a minute motion that you would make at the City Council meeting. The second way would be to send me an email, requesting to place the subject matter on a future city council meeting. At that meeting, City Council would then need to vote in the affirmative to place the item at a future city council meeting. Please let me know your direction.
Best-
Scott Chadwick
City Manager
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad, CA 92008
www.carlsbadca.gov
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From: Melanie Burkholder <[email protected]> Sent: Tuesday, April 11, 2023 12:07 PM
To: Scott Chadwick <[email protected]>
Subject: Budget workshop
City Manager,
In light of the slide-deck presented at last week’s council meeting and our current May 16, 2023
Item #12 Page 3 of 4
(i)
financial forecast, I believe it would be helpful to have a workshop around the budget.
Please advise.
Best,
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Dr. Melanie Burkholder
City Council Member, District 1
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad, CA 92008
www.carlsbadca.gov
442-339-2830 (City Hall)
442-637-2853 (mobile/text)
May 16, 2023
Item #12 Page 4 of 4
All Receive - Agenda Item# l2.
For the Information of the:
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May 16, 2023
Council Memorandum
{city of
Carlsbad
To: Honorable Mayor Black r d Members of the City Council From: Scott Chadwick, City M na
Re: Additional Materials Re El to Staff Report Item No. 12 - Budget Workshop Discussion This memorandum provides a response to questions asked during the City Council's briefings with the City Manager on May 15, 2023, related to Staff Report Item No. 12, Budget Workshop Discussion.
The table below identifies the dates during the previous 15 years that city staff presented the Operating Budget to City Council, the dates in which City Council adopted the Operating Budget including the final vote, and the type of community engagement opportunities provided for residents to weigh in on the city's budget beyond public comment opportunities during budget related City Council Meeting agenda items.
Year Operating Budget Operating Budget Adopted Final Adoption Vote Community Engagement Presented to Council by Council Strategic Plan virtual workshop &
2022 5/24/22 6/14/2022 4-1 resident online survey
City Council Goal Setting
2021 5/18/2021 6/8/2021 4-1 Workshops (3)
Budget Priorities Workshop &
2020 6/2/2020 6/23/2020 4-0 resident online survey
Budget Priorities Workshop &
2019 5/21/2019 6/18/2019 4-1 resident online survey
2018 5/22/2018 6/12/2018 4-0 Citizen's Budget Workshop
2017 5/23/2017 6/13/2017 5-0 Citizen's Budget Workshop
2016 6/14/2016 6/28/2016 5-0 Citizen's Budget Workshop
Citizen's Budget Workshop &
2015 6/9/2015 6/30/2015 5-0 resident on line survey
2014 6/3/2014 6/17/2014 5-0 Citizen's Budget Workshop
2013 5/28/2013 6/11/2013 3-0 Citizen's Budget Workshop
2012 6/5/2012 6/26/2012 5-0 Citizen's Budget Workshop
2011 6/7/2011 6/21/2011 5-0 Citizen's Budget Workshop
2010 6/8/2010 6/29/2010 5-0 Citizen's Budget Workshop
2009 6/2/2009 6/16/2009 5-0 Citizen's Budget Workshop
2008 6/10/2008 6/24/2008 5-0 Citizen's Budget Workshop
City Hall
Office of the City Manager
1200 Carlsbad Village Drive I Carlsbad, CA 92008 I 442-339-2821 t Additional Materials Memo - Staff Report Item No. 12 - Budget Workshop Discussion May 16, 2023
cc: Geoff Patnoe, Assistant City Manager
Cindie McMahon, City Attorney
From:
Sent:
To:
Subject :
[email protected]
Tuesday, May 16, 2023 11 :30 AM
City Clerk
Agenda 12
All Receive - Agenda Item# \ L
CITY COUNCIL
Date7[(6!1-3 CA_!_ cc{;
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I support Council Member Burkholder's request to schedule a budget workshop. This is smart-the planning needs to be detailed and accurate .
Thank you,
Larry Grandy
District 2
en attachments or click on links unless ou recognize the sender and know the content i 1 From: Council Internet Email
Sent:
To:
Tuesday, May 16, 2023 12:30 PM
City Clerk
Subject: FW: Agenda Item #12
From: Kris Wright <[email protected]>
Sent: Tuesday, May 16, 2023 12:07 PM
To: Council Internet Email <[email protected]> Subject: Agenda Item #12
Dear Mayor and Council,
With the City Manager's statements in April 2022 and last month for a recommendation for the Council to vote to raise sales taxes by up to 1 %, with warnings that the future expenditures will be higher than expected revenues, I am in FAVOR of Ms. Burkholder's request to have a Finance Workshop to discuss this issue.
I would ask the Council to request that some of the discussions involve:
1. A future TOT increase .
2. Future plans of the Golf course, given that it is barely breaking even in expenditures vs. costs: Since the City has essentially forgiven a $75 Million+ loan from the General Fund, what are the plans, if any to reimburse any future deficits? Can the City provide multi year projections?
3. Given that the Council passed Policy 86 in 2019 regarding the Pension Plan, I'd like the Council to revisit that issue and consider that the economy has changed. We should not now be funding up to 20% of the perision plan at this time.
4. Waste within City expenditures (I know of a few).
5. Finally I'd like the Council to discuss the increased number of City employees making over $1 00k per year. The reclassifications by Mr. Chadwick in 2020 resulted in a huge increase in employee salaries (hence the discussion of the Cal PERS retirement funding in #3. One employee was reclassified from an Assistant City Manager to Intergovernmental Affairs Director with an approximate $50k per year increase . Other employees such as our Chief Innovations Officer was hired above the hiring salary range. We need to examine those hiring practices.
Thank you,
Kris Wright
District 1 Resident
Kris Wright
[email protected]
1 From: Hope Nelson < hopefromthehood [email protected] >
Tuesday, May 16, 2023 12:36 PM Sent:
To: Keith Blackburn; Priya Bhat-Patel; Teresa Acosta; Melanie Burkholder; Carolyn Luna; City Clerk
Subject: Agenda Item #12 Budgeting Workshop
Regarding a Budget Workshop, I would like to see this happen for the citizens of Carlsbad, and with some specific content. This should not be designed as a 'sales job to the community' but a real discussion, particularly in light of recent talk of a sales tax increase.
Specifics should include but not be limited to:
A recap of the full position of the Crossings Golf Course, given the investment and the fact that it is barely breaking even. • A detailed recap of the city's full investment in the property • Recap, similar to a detailed income statement, by department, of where revenue and expenses are g~nerated.
• Recap of where patrons come from, i.e. locals, day-trippers, tourists from hotels
• Changes in the business plan that might secure more consistent profitability.
A recap of city employee expenses over the previous 5 years • Comparison of# of city employees by dept
• Comparison of city staff expense by dept
• Recap of Senior Staff positions, again by# and total expense.
I am sure there are more details to be examined. The point is this should be a workshop where staff is prepared to share and examine details with the community.
Sincerely,
Hope Nelson
1 . Carlsbad Resident
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To:
Subject:
Christine Smoczynski <[email protected]>
Monday, May 15, 2023 3:12 PM
City Clerk
Agenda 12
I support Council Member M. Burkholder's request to schedule a budget workshop.
Thank you,
Christine Smoczynski
Sent from my iPhone
All Receive - Agenda Item #~
For the Inform ation of the:
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CAUTION: Do not open attachments or click on links unless you recognize the sender and know the content is safe. 1 From:
Sent:
Susan Clifford <[email protected]>
Monday, May 15, 2023 5:06 PM
To: City Clerk
Subject: AGENDA 12
Dear City of Carlsbad Council.
I support Burkholder's request to schedule a budget workshop.
Thank you.
Mr. and Mrs . Richard and Susan Clifford
7027 Cinnamon Teal St, Carlsbad, CA 92011
901237 7061
District 49
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1 From:
Sent:
To:
Subject:
Stephanie Griffin <[email protected]>
Monday, May 15, 2023 7:42 PM
City Clerk
May 16 Agenda Items
Greetings! I'm writing in support of agenda items #11 and #12.
In particular, regarding item #12 for a budget workshop - I think this practice should always be in practice for approving budgets over $100K. The citizens of Carlsbad deserve transparency and strong fiscal responsibility .
Thank you!
Warm regards,
Stephanie Griffin
Carlsbad D2 Resident
Sent from my iPhone
CAUTION: Do not open attachments or click on links unless you recognize the sender and know the content is safe. 1 From: Council Internet Email
Sent:
To:
Tuesday, May 16, 2023 7:43 AM
City Clerk
Subject: FW: Agenda Item 12
-----Original Message-----
From: Diane Bedrosian <[email protected]>
Sent: Tuesday, May 16, 2023 12:46 AM
To: Council Internet Email <[email protected]> Subject : Agenda Item 12
Honorable Mayor and Councilmembers :
I support Councilmember Burkholder's request to schedule a budget workshop.
Thank you.
Diane Bedrosian
Carlsbad District 2 resident
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To:
Subject :
Peggy <peggy bart [email protected] >
Monday , May 15, 2023 11 :46 AM
City Clerk
Age nda 12
All Receive - Agenda Item # \ ?
For t he Inform ati on of th e:
CITY COUNCIJ- _/
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I support Council Member Burkholder's request to schedule a budget workshop.
Most of us, when facing a deficit in our financ es, look to ways we can cut back, i.e., cut spending.
Raising taxes, supp orting drugs (cannabis and vaping dispensaries, etc.) only open oth er problems. Why contribute to California's largest export -- PEOPLE? Thank you,
Margaret Bartley
District 49
'Though liberals do a great deal of talking about hearing other points of view, it sometimes shocks them to learn that there are other points of view. " William F. Buckley
Sent with Proton Mail secure email.
1 From:
Sent:
To:
cmmckee@roadrunne r.com
Monday , May 15, 2023 12:00 PM
City Clerk
Subject: agenda 12
I support Council Member Burkholder's request to schedule a budget workshop.
Thank you,
Carole McKee D1
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1 From:
Sent:
To:
Subject:
Krisha Markowicz <krisha2700@yahoo .com >
Monday , May 15, 2023 12:26 PM
City Clerk
Budget workshop
I support Council Member Burkholder's request to schedule a budget workshop.
Thank you,
Krisha Wolter
District 3
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1 From:
Sent:
To:
Subject:
kelly.leberthon [email protected]
Monday, May 15, 2023 12:48 PM
City Clerk
Agenda 12 budget workshop
Dear Mayor Blackburn and Council Members :
I support Council Member Burkholder 's request to schedule a budget wor kshop . Staff has already indicated that Carlsbad will be deficit spending by next year if this reckless spending continues . A workshop would provide an opportunity to shed some light on where the money is going and where the city could scale back . Adding more taxes - whether in the form of tourist tax increases (which would negatively affect Carlsbad 's bread and butter tourist industry) or by approving cannabis dispensaries ( effectively selling out our young people to the real, demc;mstrably destructive ravages of cannabis) to make a buck off this industry:.... needs to have a public airing .
Thank you,
Kelly Le Berthon D 1
1