CITY COUNCIL STAFF REPORT
Meeting: May 6, 2025
Subject
Updated Budget Format Implementation Action Plan (IAP)
Recommended Action
Approve the Updated Budget Format Implementation Action Plan (IAP) Background
On March 4, 2025, the Draft Budget Format Implementation Plan (IAP) was presented to the City Council. This plan included 32 recommendations that were prioritized 1-3, with 1 being the highest priority.
At this meeting the City Council also recommended the following edits to the draft IAP and staff committed to bringing back an updated IAP before budget adoption.
Item 12, Remove the full financial policies to retain in an appendix with the budget and any revision dates Item 15, Review the architecture and links in OpenGov to ensure accuracy Item 18, Eliminate the program budget information in the departmental sections (pages 23 to 29) – Hold off on this for a while
Capital Improvement Program (CIP) item - set as a priority one, if possible Quarterly tracking of the CIP priorities - set as a priority two instead of priority three Item 26, Special Projects Policy - set as a priority one instead of a priority three Conduct a study session to review the Performance Measures Updates in Q1 All recommended changes have been included, and the updated IAP is being presented for City Council’s approval.
The updated IAP was also presented to the Audit Committee on April 28, 2025. The committee received the report and recommended forwarding it to City Council for approval.
Implementation dates align with priorities as follows:
Priority 1 – FY26 Proposed Budget
Priority 2 – FY27 Proposed Budget
Priority 3 – FY27 or FY28 Proposed Budget
Reasons for Recommendation and Available Options
The recommended action is to approve the updated Budget IAP and begin implementation. This will provide City Council and residents with expectations of when changes to budget format will be completed. “Based on the findings outlined above, staff recommends City Council approve the updated Budget Format Implementation Action Plan.
Sustainability Impact
No sustainability impact.
Fiscal Impact
No fiscal impact.
City Work Program (CWP) Item/Description
None.
Council Goal:
None.
California Environmental Quality Act
No California Environmental Quality Act impact.
_____________________________________
Prepared by: Toni Oasay-Anderson, Acting Budget Manager Reviewed by: Kristina Alfaro, Director of Administrative Services Tina Kapoor, Deputy City Manager
Floy Andrews, City Attorney (As needed)
Approved for Submission by: Pamela Wu, City Manager
Attachments:
A – Budget Format Implementation Action Plan (Redline)
B – Budget Format Implementation Action Plan (Clean)