Shafter City Council Ordinance No. 747
June 20, 2023
PASSED AND ADOPTED THIS 20th DAY OF JUNE, 2023.
_____________________________
Chad Givens, Mayor
ATTEST:
_____________________________
Yazmina Pallares, City Clerk
APPROVED AS TO FORM:
____________________________
Marco A. Martinez, City Attorney
Change to 32.6 Acres of Estate
Revisions to the Residential Statistical Analysis
Reduce to 37.4 Acres of LowDensity Res (LDR)
Change to 32.6 Acres of LowDensity Res (LDR)
EstateEstateLow-Density Res. (LDR)Low-Density Res. (LDR)Low-Density Res. (LDR)Low-Density Res. (LDR)Medium-Density Res. (MDR)EstateEstateLow-Density Res. (LDR)Low-Density Res. (LDR)Low-Density Res. (LDR)Low-Density Res. (LDR)Medium-Density Res. (MDR) PA-2PA-3
PA-1PA-2PA-3PA-5PA-4PA-2PA-3PA-1PA-2PA-3PA-5PA-4
27.732.661.2260.0237.531.532.027.732.661.2260.0237.531.532.0 76902991,3601,16117127576902991,3601,161171275
TOTAL 682.5 3,432
2.4-4.0 DU/AC2.4-4.0 DU/AC4-7.5 DU/AC4-7.5 DU/AC4-7.5 DU/AC4-7.5 DU/AC7.5-9 DU/AC2.4-4.0 DU/AC2.4-4.0 DU/AC4-7.5 DU/AC4-7.5 DU/AC4-7.5 DU/AC4-7.5 DU/AC7.5-9 DU/AC Exhibit A
1,360
1,161
76 90
260.0
237.5
27.7 32.6
45’
45 ft.
Original Table 3-1
Revised Table 3‐1
Table 3-1
Gossamer Grove Statistical Summary
LAND USE/(Zoning)
PLANNING
AREA
NET
ACRES1
DENSITY
RANGE
(DU/AC)
MAX
DWELLING
UNITS2
RESIDENTIAL
Estate PA-2 27.7 2.4-4.0 du/ac 76
Estate PA-3 32.6 2.4-4.0 du/ac 90
Low-Density Residential (LDR) PA-1 61.2 4-7.5 du/ac 299 Low-Density Residential (LDR) PA-2 260.0 4-7.5 du/ac 1,360 Low-Density Residential (LDR) PA-3 237.5 4-7.5 du/ac 1,161 Low-Density Residential (LDR) PA-5 31.5 4-7.5 du/ac 171 Medium Density Residential (MDR) PA-4 32.0 7.5-9 du/ac 275 TOTAL 684.9 3,432
NON-RESIDENTIAL
Commercial (C) PA-4 11.0
Public Services (PS) PA-4 6.8
School PA-5 14.0
School PA-6 14.0
TOTAL 45.8
PARKS AND RECREATION
Public Park PA-1 2.5
Public Park PA-2 9.5
Public Park PA-3 6.8
Public Park PA-5 7.8
Public Park PA-6 5.3
Trails and Greenbelt PA-1 2.5
Trails and Greenbelt PA-2 7.1
Trails and Greenbelt PA-3 19.2
Trails and Greenbelt PA-4 1.4
TOTAL 62.1
Public Road4 105.9
Friant-Kern Canal ROW PA-3 19.4
North Kern Water Storage District PA-3 18.2
Basin PA-4 7.1
Drill Island 10.0
TOTAL 160.6
TOTAL GROSS ACREAGE 953.4
1. Developable area after exclusion of appropriate right-of-way shown on Circulation Plan.
2. Lot sizes are averaged to achieve the maximum dwelling unit count for each planning area.
3. Trails and greenbelt acreages are approximate and subject to change.
4. Public road acreages are approximate and subject to change.
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Steve Esselman, Planning Director
SUBJECT: INTRODUCE FOR SECOND READING BY TITLE ONLY, WAIVE READING, AND ADOPT ORDINANCE NO. 748 APPROVING
ZONE CHANGE NO. 23-71 (MARCONA PRESERVE SPECIFIC
PLAN DRILLING ISLAND)
RECOMMENDATION
Council introduce for second reading, by title only, and waive reading; and adopt Ordinance 748, an Ordinance of the City Council of the City of Shafter, California approving Zone Change No. 23-71 as depicted in Exhibit "A".
BACKGROUND
Lennar Homes of California, Inc. is requesting a change in zoning from Specific Plan (SP) to Drilling Island (DI) and from DI to SP on 3.30 total acres located on the northwest corner of Seventh Standard Road and future Jewetta Avenue North. The location of the drilling island is identified on the Marcona Preserve Specific Plan Land Use Plan, and Tentative Tract No. 7244 was conditioned to require completion of the zone change before recordation of the final map.
The proposed zone change would classify the western part of Lot “B” from DI to SP and the northern part from SP to DI (see Exhibit "A" and "B" of Exhibit 1).
At the June 6, 2023 City Council meeting, the Council voted unanimously to introduce Ordinance No. 748 for a first reading and waive the reading. This action is the second reading of the Ordinance.
ANALYSIS
The proposed changes are consistent with the adopted Marcona Preserve Specific Plan.
FISCAL IMPACT
There is no fiscal impact because of the proposed action.
CEQA ANALYSIS
The proposed zone change is exempt from CEQA under Section 15061(b)(3), which is commonly referred to as the common-sense exemption. This exemption applies when it
INTRODUCE FOR SECOND READING BY TITLE ONLY, WAIVE READING, AND ADOPT ORDINANCE NO. 748 APPROVING ZONE CHANGE NO. 23-71 (MARCONA PRESERVE SPECIFIC
PLAN DRILLING ISLAND)
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can be determined with certainty that the activity in question will not have a significant effect on the environment, and therefore, the activity is not subject to CEQA. The proposed zone change is a cleanup intended to make Lot "B" property boundaries consistent with the zone map of the City of Shafter. As this is simply a cleanup, it can be seen with certainty that there is no possibility that the zoning change may cause a significant effect on the environment.
APPROVED BY THE CITY ATTORNEY
Not Applicable
ALTERNATIVES
The City Council could deny the proposed action and the zone change would not be approved.
NEXT STEPS
The Ordinance will go into effect 30 days from its approval date and, within 20 days after its adoption, a copy of same will be published and circulated in the City of Shafter together with the names of the members of the City Council voting for and against the same.
ATTACHMENTS
1. Exhibit 1 - Ordinance No. 748
2. Exhibit A of Exhibit 1
3. Exhibit B of Exhibit 1
EXHIBIT 3
ORDINANCE NO. 748
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SHAFTER, CALIFORNIA APPROVING ZONE CHANGE NO. 23-71 AS DEPICTED IN EXHIBIT “A”.
WHEREAS, the City Council has, at its regularly scheduled meeting on June 6, 2023, studied and considered Zone Change No. 23-71, a request to change the zoning from Specific Plan (SP) to Drilling Island (DI) and from DI to SP on 3.30 total acres as depicted in Exhibit “A”, attached hereto and made a part of this ordinance as set forth herein (the “Project”); and WHEREAS, the Project is located entirely within the Marcona Preserve Specific Plan area; and
WHEREAS, the City Council had determined that the Project is exempt from the California Environmental Quality Act (CEQA) per Section 15061(b)(3) of the CEQA Guidelines because the Project is within the scope and intensity of the original Marcona Preserve Specific Plan analyzed in the Program Environmental Impact Report (EIR) that was certified for the 2005 City of Shafter General Plan Update (SCH No. 2004101029); and WHEREAS, the City Council has determined that, per Section 15061(b)(3) of the California Environmental Quality Act Guidelines, it can be seen with certainty that the action will not cause a significant effect on the environment, and therefore, the action is exempt from CEQA; and
WHEREAS, the City Council has determined that the proposal is consistent with Title 17 (Zoning Ordinance) of the City of Shafter Municipal Code; and WHEREAS, a timely and properly noticed public hearing for proposed Zone Change No. 23-71 was held by the City Council of the City of Shafter at a regular meeting on June 6, 2023, at which hearing evidence, oral and documentary, was admitted on behalf of said Zone Change.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SHAFTER DOES HEREBY ORDAIN that, in a regular session assembled on the 20th day of June, 2023, the Council approved Zone Change No. 23-71 as illustrated in Exhibit “A”.
Shafter City Council Ordinance No. 748
June 20, 2023
PASSED AND ADOPTED THIS 20th DAY OF JUNE, 2023.
__________________________________
Chad Givens, Mayor
ATTEST:
__________________________________
Yazmina Pallares, City Clerk
APPROVED AS TO FORM:
________________________________
Marco A. Martinez, City Attorney
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Marcos Torres, Deputy Public Works Director SUBJECT: APPROVE THE PURCHASE OF ONE (1) FORKLIFT FROM
SEQUOIA EQUIPMENT IN THE AMOUNT OF $102,541.73
RECOMMENDATION
Council find the action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines; accept bid received for the purchase of one forklift; authorize the purchase of one forklift from Sequoia Equipment in the amount of $102,541.73; and authorize the Public Works Director to award the purchase of said forklift.
BACKGROUND
Among the planned equipment purchases for Public Works is a new or used water truck valued at $100,000. In the event purchasing a water truck for that amount is not feasible, the alternative strategy is to focus on purchasing one forklift. Since the budget was adopted last year, supply chain issues and inflation have made water trucks difficult and too costly to purchase. For now, water truck rentals have been manageable, so Public Works has more recently focused on the alternative strategy of bidding and purchasing a forklift. The current forklift has been in use for over 25 years and its operations have been limited and unreliable in recent years.
Formal bid procedures were conducted for one new forklift. One sealed bid was received and opened on Friday, May 26, 2023.
ANALYSIS
Although the bidding only resulted in one submittal, the company that did respond, Sequoia Equipment, has a proven track record with equipment sales and support. The following is a detailed summary of the forklift proposed:
Vendor Sequoia Equipment
Make Case
Model 586H Forklift 4WD, T-4 Final Diesel
Price ($) $102,541.73
Expected Delivery Date Available Now
APPROVE THE PURCHASE OF ONE (1) FORKLIFT FROM SEQUOIA EQUIPMENT IN THE AMOUNT OF $102,541.73
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FISCAL IMPACT
An estimated purchase price of $100,000 was specifically programmed into the current fiscal year's budget for a one-time expenditure for a water truck. Although the purchase price exceeds budget, there is enough balance in Shop account 5101-50-400-24-00- 510001 to cover the difference.
CEQA ANALYSIS
The action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines because the action is the purchase of a forklift and therefore, it is governmental fiscal activity that does not involve any commitment to a specific project that can result in a potentially significant impact and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
No
ALTERNATIVES
Similar to the water truck purchase, a forklift purchase can be deferred, with Public Works relying on rentals as needed. However, a forklift is used regularly, sometimes daily, at the Corporation Yard. It's estimated that the long-term costs of renting through a supplier, including staff time to coordinate a rental, would exceed the cost of purchasing a new unit. Therefore, alternative action is not recommended.
NEXT STEPS
Upon Council authorization, staff will issue a purchase order to Sequoia Equipment. The forklift is in stock and should be put to use this summer. The current forklift may need to be declared surplus property at a later date.
ATTACHMENTS
1. Bid Opening Sheet
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Johnny Rubio, IT Manager
SUBJECT: AWARD PROFESSIONAL SERVICES AGREEMENT TO X IT
SOLUTIONS FOR INFRASTRUCTURE INSTALLATION AND
PUBLIC SAFETY CAMERA PURCHASE IN THE AMOUNT OF
$49,998.59
RECOMMENDATION
Council find the action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines; and award X IT Solutions for the cable infrastructure installation and public safety camera purchase in the amount of $49,998.59.
BACKGROUND
The Veterans Park continues to be an attractive location for residents and sports clubs to visit and utilize year-round. In the past, the park has encountered graffiti which has required prompt removal by City resources. The most recent graffiti was discovered on May 17, 2023,, located on the field house door closest to the parking lot. Public safety cameras have the potential to discourage vandalism while also providing residents with a sense of safety, fostering a more hospitable environment.
Staff has reviewed multiple methods of implementing a public safety camera solution at the Veterans Park location and has concluded that the X IT Solutions method is logical and the most cost effective.
ANALYSIS
Staff reviewed public safety camera demos as well as various camera manufacturer solutions. The identified nine cameras (five fixed dome, 1 PTX and3 HDR) quoted by X IT Solutions were the most robust and dynamic devices that would allow City staff to manage remotely. The identified locations will allow for good coverage of the park while also being a good tool for law enforcement to utilize in the event of an investigation. The X IT Solutions team has reviewed the desired plan set forth and is determined to begin implementation.
FISCAL IMPACT
This purchase amounts to $49,998.59. This amount can be accommodated with ARPA approved funds.
CEQA ANALYSIS
AWARD PROFESSIONAL SERVICES AGREEMENT TO X IT SOLUTIONS FOR INFRASTRUCTURE INSTALLATION AND PUBLIC SAFETY CAMERA PURCHASE IN THE AMOUNT OF $49,998.59 - 2 -
The action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines because the action is the awarding of a professional services agreement to purchase and install cameras and therefore, it is the creation of a governmental funding mechanism that does not involve any commitment to a specific project that can result in a potentially significant impact and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
Not Applicable
ALTERNATIVES
Council may reject the purchase. Not recommended. With equipment prices rising, the IT Department would like to purchase the necessary equipment and award this task to the X IT Solutions group as soon as possible. This project has been designed to not only increase public safety but also improve the quality of life for the community.
NEXT STEPS
None.
ATTACHMENTS
1. Quote from X IT Solutions
XIT Solutions
1112 20th Street
Bakersfield, California 93301
United States
http://www.xitsolutions.com
(P) 661-635-0365
(F) 661-635-0162
Date
Mar 21, 2023 11:42 AM PDT
Expiration Date
07/31/2023
Modified Date
May 22, 2023 10:07 AM PDT
Quotation (Open)
Quote #
53772 - rev 1 of 1
Description
Veterans Park Bosch Equipment
SalesRep
Acosta, Angel
(P) 661-635-0365 ext. 208
(F) 661-635-0162
Customer Contact
Rubio, Johnny
(P) +16617465000
[email protected]
Customer
City of Shafter (CO1417)
Rubio, Johnny
336 Pacific Ave
Shafter, CA 93263
United States
(P) +16617465000
Bill To
City of Shafter
336 Pacific Ave
Shafter, CA 93263
United States
Ship To
City of Shafter
336 Pacific Ave
Shafter, CA 93263
United States
Customer PO: Terms:
Undefined
Ship Via:
FedEx Ground
Special Instructions: Carrier Account #:
# Description Part # Tax Qty Unit Price Total
Veterans Park Camera Project
1 Legrand 24-Port Cat6 110-Type Patch Panel
High Density 1RU 19in. Panel - Patch panel - CAT 6 - black - 1U - 19" - 24 ports 37199 Yes 1 $79.00 $79.00
2 GameChanger Shielded OSP Black 1000' PEC258340804
258340804
Yes 3 $1,450.00 $4,350.00
3 GameChanger - Cat6 PassThru RJ45 GRN SIM-S451600
S45-1600
Yes 1 $47.00 $47.00
4 Cat6/6a Strain Reliefs for UTP plugs SIM-S45B002
S45-B002
Yes 1 $33.00 $33.00
5 GameChanger Simply45 Universal Crimper S45-C100 Yes 1 $83.00 $83.00 6 C2G 2ft Cat6 Ethernet Cable
Snagless Unshielded (UTP) - Gray - Patch cable - RJ-45 (M) to RJ-45 (M) - 2 ft - 0.2 in - UTP - CAT 6 - IEEE 802.5/ ANSI X3T9.5/ IEEE 802.3 - molded, snagless, stranded - gray 03965 Yes 14 $3.00 $42.00
7 Fixed dome 8MP HDR 12-40mm PTRZ IP66 NDE-8514-
RT
Yes 5 $1,675.00 $8,375.00
8 Bosch AUTODOME IP starlight 7000i NDP-7512-Z30CT
Network surveillance camera - PTZ - dome - indoor - color (Day&Night) - 2.35 MP - 1920 x 1080 - auto and manual iris - motorized - audio - LAN 10/100 - MJPEG, H.264, H.265 - AC 24 V / PoE Plus Class 4 NDP-7512-
Z30CT
Yes 1 $3,200.00 $3,200.00
9 FIXED DOME 5MP HDR 3.4-10.2MM IP66 NDE-5703-A Yes 3 $950.00 $2,850.00 10 Tripp Lite 1000ft Cat6 Gigabit Bulk Cable Solid Core CMR PVC Yellow 1000' Bulk cable - TAA Compliant - 1000 ft - UTP - CAT 6 - IEEE 802.3ab/IEEE 802.5 - solid - yellow N222-01KYWYes 1 $208.00 $208.00
11 MAGEMENT APPLIANCE 1U 4X4TB DIP-6444IG4HDYes 1 $4,500.00 $4,500.00 12 DIVAR IP BVMS Plus Base
Expansion License - 32 channels
MBV-BPLUDIPNo 1 $287.00 $287.00
13 Bosch
Camera box mount - ceiling mountable, pendant mountable, wall mountable, pipe mountable - indoor, outdoor - white, RAL 9003 - for FlexiDome IP 3000i IR; FlexiDome multi 7000; 7000i IR; FLEXIDOME panoramic 5100; 5100i IR NDA-UPSMBYes 8 $26.00 $208.00
14 Bosch NPD-9501-E
PoE injector - AC 100-240 V - 95 Watt - output connectors: 1 - for AutoDome 7000 IP; MIC IP fusion 9000i; MIC IP starlight 7000 HD
NPD-9501-E Yes 1 $545.00 $545.00
15 Bosch VG4-A-9543
Camera dome pipe mounting kit - white - for AutoDome 200 Series; 300 Series; 500i Series VG4-A-9543 Yes 1 $82.00 $82.00
16 Bosch NDA-9501-PMA NDA-9501- Yes 1 $111.00 $111.00
Power injector mounting kit - pole mountable - for Bosch NPD-9501-E PMA 17 AV Install- Electrical For PTZ AV-2009 No 1 $950.00 $950.00 18 AV Miscellaneous Hardware AV-2012 Yes 1 $1,250.00 $1,250.00 19 AV Lift Rental Weekly Rate AV-2010 No 1 $1,580.00 $1,580.00 20 AV Prevailing Wage Security Camera Installation Labor AV-2003 No 120 $149.00 $17,880.00 21 Payment Bond AV-2019 No 1 $1,456.27 $1,456.27
These prices do NOT include applicable taxes, insurance, shipping, delivery, setup fees, or any cables or cabling services or material unless specifically listed above.
All prices are subject to change without notice. Supply subject to availability.
Subtotal: $48,116.27
Tax (7.2500%): $1,882.32
Shipping: $0.00
Total: $49,998.59
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Johnny Rubio, IT Manager
SUBJECT: APPROVE NETWORK EQUIPMENT PURCHASE FOR
VETERANS PARK PUBLIC SAFETY PROJECT FROM SENTINEL
ENGINEERING IN THE AMOUNT OF $33,116.81
RECOMMENDATION
Council find the action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines; and approve the purchase of one Juniper EX3400 network switch, one FortiGate firewall, and six Juniper wireless access points that are required to complete the ARPA approved Veterans Park projects. The cost for this purchase amounts to $33,116.81.
BACKGROUND
Staff has reviewed multiple methods to accomplish the two ARPA projects set forward and approved by Council. A firewall is recommended for network security. A layer three managed network switch is required for the multiple devices that will require network connectivity. Wireless access points are required to provide free public Wi-Fi access to the community.
Sentinel Engineering has been instrumental in the design of our current City network infrastructure and has provided the recommendation of the hardware identified for this project. Sentinel Engineering will assist in the configuration of the network equipment necessary to support public safety cameras and wireless access points.
ANALYSIS
Juniper continues to produce enterprise level hardware and the network switch identified will be sufficient to handle the data flow of the attached devices. The Fortinet firewall is an enterprise grade device that will provide a security layer for our equipment. The Juniper Mist access points are outdoor weatherproof devices that are meant to provide maximum performance. Combined, the enterprise level hardware will allow for future hardware additions if the need presents itself.
FISCAL IMPACT
This purchase amounts to $33,116.81. This amount can be accommodated within the ARPA approved funds.
CEQA ANALYSIS
APPROVE NETWORK EQUIPMENT PURCHASE FOR VETERANS PARK PUBLIC SAFETY PROJECT FROM SENTINEL ENGINEERING IN THE AMOUNT OF $33,116.81
- 2 -
The action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines because the action is the purchase of network equipment and therefore, it is governmental fiscal activity that does not involve any commitment to a specific project that can result in a potentially significant impact and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
Not Applicable
ALTERNATIVES
Council may reject the purchase. Not recommended. With equipment prices rising, the IT Department would like to purchase the recommended items as soon as possible. The identified items are required to ensure a successful deployment aimed at potentially improving the quality of life for the community.
NEXT STEPS
None.
ATTACHMENTS
1. Quote SVFQ3909-A
Q U O T E
Number SVFQ3909-A
1515 20th St Date Jan 20, 2023
Bakersfield, CA 93301
Return to: [email protected] Main: 661.616.3333 Sold To Ship To Your Sales Rep
C City of Shafterity of Shafter David Comelli
Johnny Rubio Johnny Rubio [email protected] Shafter USA Shafter USA 661.616.3530
Phone 661-619-4100 Phone 661-619-4100
Fax Fax
Here is the quote you requested. Terms P.O. Number Ship Via Line Qty Description Unit Price Ext. Price
1 1 EX3400 48-port 10/100/1000BaseT PoE+, 4 x $5,134.80 $5,134.80 1/10G SFP/SFP+, 2 x 40G QSFP+, redundant fans,
front-to-back airflow, 1 AC PSU JPSU-920-AC-AFO
Juniper Certified Pre-Owned
2 1 Juniper Care Next Day Support for EX3400-48P- 60 MONTHS $2,646.29 $2,646.29 3 1 FortiGate-60F Hardware $3,683.17 $3,683.17
FortiGuard Unified Threat Protection (UTP)
60 Months
4 6 AP63 Outdoor MultiGigabit Wi-Fi 802.11ax $2,194.89 $13,169.34 5yr Cloud Subscription Mounting bracket kit
5 2 SFP, 1000Base-SX Gigabit Ethernet $396.96 $793.92
6 2 10 Gigabit Ethernet (SFP+) SR Optics $1,205.47 $2,410.94 7 1 Onsite Configuration of EX3400, Fortigate 60F & 6 Mist AP's $3,200.00 $3,200.00 Shipping charges will be invoiced based on amount billed from manufacture to Sentinel Engineering.
Prices above reflect a 3.75% cash discount. Items will be invoiced at full price if an alternative payment method is used.
SubTotal $31,038.46
Tax $2,078.35
Shipping $0.00
Total $33,116.81
THIS QUOTE IS BOUND BY THE ATTACHED TERMS AND CONDITIONS ON THE LAST PAGE. PLEASE REVIEW THE FINAL PAGE OF THIS CUSTOMER INITIALS ________
1 of 2
The above described Customer agrees to purchase from Sentinel Engineering (hereafter referred to as Sentinel Engineering) equipment and services in the quantities and models listed above, in accordance with the terms and conditions set forth on this page, the previous page and/or pages.
(1) APPROVALS: The undersigned agrees to all of the terms and conditions set forth herein this agreement, and, in witness hereof, hereby executes this non-cancelable Agreement. The person signing this Agreement for the Customer represents they are authorized to sign on behalf of the Customer described here. (2) PAYMENT TERMS: NET terms may be applied as stated at the top of the quote. If NET terms are not stated, Sentinel Engineering's standard terms apply.
(3) STANDARD TERMS: 50% of the total purchase price is due prior to commencement of the Project/order. The remainder of the product cost (hardware, software, licenses, maintenance and support) will be due upon the Customer's receipt of the products listed on the attached quote. The remainder of the services cost will be due upon project completion as defined in the approved project scope. (4) BREACH OF AGREEMENT: Customer and Sentinel Engineering agree that if Customer breaches this agreement by attempting to terminate, cancel or rescind this agreement prior to the delivery of equipment or performance of services, Sentinel Engineering may justifiably withhold delivery of the equipment and services. In such event, the parties agree (a) that it would be impracticable or extremely difficult to fix the actual damage sustained Sentinel Engineering by reason of Customer's breach, (b) that a sum equal to 25% of the entire purchase price shall be presumed to be the amount of damage sustained by Sentinel Engineering by reason of Customer's breach, and (c) that Sentinel Engineering may retain such amount from any deposit held by Sentinel Engineering, as liquidated damages and not as a penalty, to compensate Sentinel Engineering for damages.
(5) EXPIRATION: This quote will expire in 30-days of the date listed above.
Customer Name ________________________________ Signature Date ________________________________ Customer Title ________________________________ Acceptance Signature ________________________________ THIS QUOTE IS BOUND BY THE ATTACHED TERMS AND CONDITIONS ON THE LAST PAGE. PLEASE REVIEW THE FINAL PAGE OF THIS CUSTOMER INITIALS ________
2 of 2
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Marcos Torres, Deputy Public Works Director SUBJECT: CITY COUNCIL RATIFY THE PURCHASE OF TWO (2), 3/4 TON,
FLEET TRUCK PURCHASE FROM MOTOR CITY BUICK GMC IN
THE AMOUNT OF $126,347.46
RECOMMENDATION
Council find the action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines; ratify City Manager action for the purchase of two fleet trucks from Motor City Buick GMC in the amount of $126,347.46.
BACKGROUND
The City routinely budgets for Public Works fleet truck purchasing to support its vehicle replacement program and to increase the fleet as necessary. Recent budgets have focused on 3/4-ton trucks primarily because they offer better towing capacity. This fiscal year's budget has $195,000 for purchasing up to three (3)- 3/4 ton trucks to serve multiple divisions, including Streets, Parks, Water, and Wastewater.
The typical and preferred method of formally seeking bids for truck purchases was not feasible due to a chronic shortage of vehicles from dealers when staff attempted to schedule a bid. Due to the uncertain and inconsistent availability of vehicles, the department opted to issue a purchase order to a dealer that could provide an adequate number of vehicles that met the City's specifications. This dealer was Motor City Buick GMC, which was quoted $126,347.46 for two (2) fleet trucks.
ANALYSIS
The City did contact other dealerships to request quotes, but only Motor City Buick GMC had trucks readily available. The two trucks quoted have since been obtained and added to the Public Works fleet. Although the budget for this year forecasts an acquisition of three trucks, the department will settle for two and explore other options for future acquisitions, preferably when recent supply chain issues are less impactful on truck availability.
FISCAL IMPACT
The budget for Public Works fleet truck purchasing this fiscal year is $195,000, which covers the past purchase to be ratified by the Council. The trucks have been added to
CITY COUNCIL RATIFY THE PURCHASE OF TWO (2), 3/4 TON, FLEET TRUCK PURCHASE FROM MOTOR CITY BUICK GMC IN THE AMOUNT OF $126,347.46
- 2 -
the fleet and will be factored into the vehicle replacement programs and future operating budgets. No budget action is required.
CEQA ANALYSIS
The action is not defined as a "project" per Section 15378(b)(4) of the CEQA Guidelines because the action is the purchase of fleet trucks and therefore, it is governmental fiscal activity that does not involve any commitment to a specific project that can result in a potentially significant impact and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
No
ALTERNATIVES
The purchase price requires Council approval. The expedited purchase to take advantage of truck availability should be ratified in this case. Therefore, there is no anticipated alternative to consider.
NEXT STEPS
No additional steps are required.
ATTACHMENTS
1. Fleet Truck Quote
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Alex Gonzalez, Associate Engineer
SUBJECT: ADOPT RESOLUTION 2927 TO EXECUTE PROGRAM
SUPPLEMENT AGREEMENT NO. F028 FOR FEDERAL AID
PROJECT NO. STPL-5281(034) - SEVENTH STANDARD ROAD
#2 LANE RECONSTRUCTION
RECOMMENDATION
Council find the action is not defined as a project per Section 15378(b)(5) of the CEQA Guidelines; adopt Resolution 2927, a Resolution of the City Council of the City of Shafter authorizing the City Manager or Acting City Manager to execute Program Supplement Agreement No. F028 for Federal Aid Project No. STPL-5281(034); and authorize City Manager or Acting City Manager to execute said agreement on behalf of the City.
BACKGROUND
The City has been allocated $538,000 in Federal Transportation Improvement Program (FTIP) funding toward reconstructing the #2 Lane of 7th Standard Rd. from the Friant Kern Canal to Zachary Avenue. This particular lane has seen significant deterioration due to the volume of heavy-truck traffic.
As currently designed, this project involves reconstructing the pavement as deep as six inches. Funding for a specific FTIP project is typically made possible through an agreement that is a supplement to a master agreement that is already in effect. Caltrans, the administering agency for most FTIP projects, has recently submitted the supplement agreement for this project and requires the City to adopt a resolution authorizing a signatory and then return the signed agreement.
ANALYSIS
The supplement agreement has been reviewed by staff and is ready to be executed. Resolution 2927 has also been prepared for Council adoption. The resolution appoints the City Manager as the agreement signatory, which is consistent with past FTIP project agreements.
FISCAL IMPACT
Executing the funding agreement does have a fiscal impact. The project is currently programmed in the Capital Improvement Program as Project #ST00032 and, combined
ADOPT RESOLUTION 2927 TO EXECUTE PROGRAM SUPPLEMENT AGREEMENT NO. F028 FOR FEDERAL AID PROJECT NO. STPL-5281(034) - SEVENTH STANDARD ROAD #2 LANE
RECONSTRUCTION
- 2 -
with FTIP and local funds, is valued at $775,000. At a future Council meeting, staff will present construction bid results and possible budget action needed to proceed with the project.
CEQA ANALYSIS
The Categorical Exclusion determination for the project was approved by Caltrans on April 21, 2023. A Notice of Exemption for the project was executed on December 13, 2022. This current action is not defined as a project per Section 15378(b)(5) of the CEQA Guidelines since it is an organizational and administrative activity that will not result in direct or indirect physical changes to the environment.
APPROVED BY THE CITY ATTORNEY
Yes
ALTERNATIVES
If the Council desires to proceed with the project with FTIP funding participation, the resolution must be adopted so staff can execute the funding agreement. The project was initially programmed in the FTIP because of this lane's recent pavement deterioration. This lane must be safe and functional for Shafter residents and businesses. Therefore, no alternative action is recommended.
NEXT STEPS
Authorization to formally bid on the project was requested and approved at the June 6th Council meeting. Staff will release the project for formal bid and return to the City Council with bid results and a likely award recommendation in the coming months.
ATTACHMENTS
1. Resolution 2927
2. Program Supplement Agreement
RESOLUTION NO. 2927
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHAFTER AUTHORIZING THE CITY MANAGER or ACTING CITY MANAGER TO EXECUTE PROGRAM SUPPLEMENT AGREEMENT NO. F028 AND FOR FEDERAL AID PROJECT NO. STPL-5281(034)
WHEREAS, the CITY OF SHAFTER (CITY) previously entered into a master agreement with the STATE OF CALIFORNIA DEPARTMENT OF TRANSPORTATION (“CALTRANS”) entitled “MASTER AGREEMENT ADMINISTERING AGENCY-STATE AGREEMENT NO. 06-5281F15” to outline compliance procedures for Federal Aid projects; and WHEREAS, CALTRANS and the Federal Highway Administration (FHWA) require that the CITY enter into a supplement agreement with CALTRANS to ensure Federal funding for Federal Project No. STPL-5281(034) for reconstructing the #2 Lane of 7th Standard Rd. from the Friant Kern Canal to Zachary Ave.; and
WHEREAS, CALTRANS prepared and submitted Program Supplement No. F028 to be executed in reference to the latest version of the to Agency-State Agreement for Federal Aid Projects No. 06-5281F15, and
WHEREAS, said Federal Aid funds said preliminary engineering work; and WHEREAS, no invoices for reimbursement can be processed until the program supplement agreement is fully-executed.
NOW, THEREFORE, the City Council of the City of Shafter declares, finds, and resolves that the City Manager is authorized and directed to execute the following on behalf of the City of Shafter:
Program Supplement No. F028 to Administering Agency-State Agreement for Federal-Aid Projects No. 06-5281F15 with the State of California Department of Public Transportation for Federal Aid Project No. STPL5281(034).
PASSED AND ADOPTED this 20th day of June, 2023
Chad A. Givens, Mayor
ATTEST:
Yazmina Pallares, City Clerk
APPROVED AS TO FORM:
______________________________
Marco A. Martinez, City Attorney
F028
FOR FEDERAL-AID PROJECTS NO 06-5281F15
0623000024
May 25, 2023
06-KER-0-SHF
STPL-5281(034)
5281
This Program Supplement hereby adopts and incorporates the Administering Agency-State Agreement for Federal Aid which was entered into between the Administering Agency and the State on 09/12/2016 and is subject to all the terms and conditions thereof. This Program Supplement is executed in accordance with Article I of the aforementioned Master Agreement under authority of Resolution No. approved by the Administering Agency on (See copy attached).
The Administering Agency further stipulates that as a condition to the payment by the State of any funds derived from sources noted below obligated to this PROJECT, the Administering Agency accepts and will comply with the special covenants or remarks set forth on the following pages.
7TH STANDARD RD FROM FRIANT KERN CANAL TO ZACHARY AVE
Road Reconstruction 0.0(MILES)
Estimated Cost Federal Funds Matching Funds
Z23E $538,000.00
CITY OF SHAFTER
By ________________________________ By ________________________________ Title _______________________________
Date _______________________________
Attest _______________________________ Date _______________________________ Division of Local Assistance
I hereby certify upon my personal knowledge that budgeted funds are available for this encumbrance:
Accounting Officer _______________________ Date _______________ PROGRAM SUPPLEMENT NO.
to
ADMINISTERING AGENCY-STATE AGREEMENT
Adv. Project ID Date:
Location:
Project Number:
E.A. Number:
Locode:
PROJECT LOCATION:
TYPE OF WORK: LENGTH:
LOCAL OTHER
$851,576.50 $313,576.50 $0.00
Chief, Office of Project Implementation
STATE OF CALIFORNIA
Department of Transportation
$538,000.00
Program Supplement 06-5281F15-F028- ISTEA 1Page of 7
5/25/23
SPECIAL COVENANTS OR REMARKS
06-KER-0-SHF
STPL-5281(034)
1. A. The ADMINISTERING AGENCY will advertise, award and administer this project in accordance with the current published Local Assistance Procedures Manual.
B. ADMINISTERING AGENCY agrees that it will only proceed with work authorized for specific phase(s) with an "Authorization to Proceed" and will not proceed with future phase(s) of this project prior to receiving an "Authorization to Proceed" from the STATE for that phase(s) unless no further State or Federal funds are needed for those future phase(s).
C. STATE and ADMINISTERING AGENCY agree that any additional funds which might be made available by future Federal obligations will be encumbered on this PROJECT by use of a STATE-approved "Authorization to Proceed" and Finance Letter. ADMINISTERING AGENCY agrees that Federal funds available for reimbursement will be limited to the amounts obligated by the Federal Highway Administration.
D. Award information shall be submitted by the ADMINISTERING AGENCY to the District Local Assistance Engineer within 60 days of project contract award and prior to the submittal of the ADMINISTERING AGENCY'S first invoice for the construction contract.
Failure to do so will cause a delay in the State processing invoices for the construction phase.
Attention is directed to Section 15.7 "Award Package" of the Local Assistance Procedures Manual.
E. ADMINISTERING AGENCY agrees, as a minimum, to submit invoices at least once every six months commencing after the funds are encumbered for each phase by the execution of this Project Program Supplement Agreement, or by STATE's approval of an applicable Finance Letter. STATE reserves the right to suspend future authorizations/obligations for Federal aid projects, or encumbrances for State funded projects, as well as to suspend invoice payments for any on-going or future project by ADMINISTERING AGENCY if PROJECT costs have not been invoiced by ADMINISTERING AGENCY for a six-month period.
If no costs have been invoiced for a six-month period, ADMINISTERING AGENCY agrees to submit for each phase a written explanation of the absence of PROJECT activity along with target billing date and target billing amount.
ADMINISTERING AGENCY agrees to submit the final report documents that collectively constitute a "Report of Expenditures" within one hundred eighty (180) days of PROJECT completion. Failure of ADMINISTERING AGENCY to submit a "Final Report of Expenditures" within 180 days of PROJECT completion will result in STATE imposing sanctions upon ADMINISTERING AGENCY in accordance with the current Local Assistance Procedures Manual.
Program Supplement 06-5281F15-F028- ISTEA Page 2 of 7
SPECIAL COVENANTS OR REMARKS
06-KER-0-SHF
STPL-5281(034)
F. Administering Agency shall not discriminate on the basis of race, religion, age, disability, color, national origin, or sex in the award and performance of any Federal-assisted contract or in the administration of its DBE Program Implementation Agreement. The Administering Agency shall take all necessary and reasonable steps under 49 CFR Part 26 to ensure nondiscrimination in the award and administration of Federal-assisted contracts. The Administering Agency's DBE Implementation Agreement is incorporated by reference in this Agreement. Implementation of the DBE Implementation Agreement, including but not limited to timely reporting of DBE commitments and utilization, is a legal obligation and failure to carry out its terms shall be treated as a violation of this Agreement. Upon notification to the Administering Agency of its failure to carry out its DBE Implementation Agreement, the State may impose sanctions as provided for under 49 CFR Part 26 and may, in appropriate cases, refer the matter for enforcement under 18 U.S.C. 1001 and/or the Program Fraud Civil Remedies Act of 1986 (31 U.S.C. 3801 et seq.).
G. Any State and Federal funds that may have been encumbered for this project are available for disbursement for limited periods of time. For each fund encumbrance the limited period is from the start of the fiscal year that the specific fund was appropriated within the State Budget Act to the applicable fund Reversion Date shown on the State approved project finance letter. Per Government Code Section 16304, all project funds not liquidated within these periods will revert unless an executed Cooperative Work Agreement extending these dates is requested by the ADMINISTERING AGENCY and approved by the California Department of Finance.
ADMINISTERING AGENCY should ensure that invoices are submitted to the District Local Assistance Engineer at least 75 days prior to the applicable fund Reversion Date to avoid the lapse of applicable funds. Pursuant to a directive from the State Controller's Office and the Department of Finance; in order for payment to be made, the last date the District Local Assistance Engineer can forward an invoice for payment to the Department's Local Programs Accounting Office for reimbursable work for funds that are going to revert at the end of a particular fiscal year is May 15th of the particular fiscal year. Notwithstanding the unliquidated sums of project specific State and Federal funding remaining and available to fund project work, any invoice for reimbursement involving applicable funds that is not received by the Department's Local Programs Accounting Office at least 45 days prior to the applicable fixed fund Reversion Date will not be paid. These unexpended funds will be irrevocably reverted by the Department's Division of Accounting on the applicable fund Reversion Date.
H. As a condition for receiving federal-aid highway funds for the PROJECT, the Administering Agency certifies that NO members of the elected board, council, or other key decision makers are on the Federal Government Exclusion List. Exclusions can be found at www.sam.gov.
Program Supplement 06-5281F15-F028- ISTEA Page 3 of 7
SPECIAL COVENANTS OR REMARKS
06-KER-0-SHF
STPL-5281(034)
2. A. ADMINISTERING AGENCY shall conform to all State statutes, regulations and procedures (including those set forth in the Local Assistance Procedures Manual and the Local Assistance Program Guidelines, hereafter collectively referred to as "LOCAL ASSISTANCE PROCEDURES") relating to the federal-aid program, all Title 23 Code of Federal Regulation (CFR) and 2 CFR Part 200 federal requirements, and all applicable federal laws, regulations, and policy and procedural or instructional memoranda, unless otherwise specifically waived as designated in the executed project-specific PROGRAM SUPPLEMENT.
B. Invoices shall be formatted in accordance with LOCAL ASSISTANCE PROCEDURES.
C. ADMINISTERING AGENCY must have at least one copy of supporting backup documentation for costs incurred and claimed for reimbursement by ADMINISTERING AGENCY. ADMINISTERING AGENCY agrees to submit supporting backup documentation with invoices if requested by State. Acceptable backup documentation includes, but is not limited to, agency's progress payment to the contractors, copies of cancelled checks showing amounts made payable to vendors and contractors, and/or a computerized summary of PROJECT costs.
D. Indirect Cost Allocation Plan/Indirect Cost Rate Proposals (ICAP/ICRP), Central Service Cost Allocation Plans and related documentation are to be prepared and provided to STATE (Caltrans Audits & Investigations) for review and approval prior to ADMINISTERING AGENCY seeking reimbursement of indirect costs incurred within each fiscal year being claimed for State and federal reimbursement. ICAPs/ICRPs must be prepared in accordance with the requirements set forth in 2 CFR, Part 200, Chapter 5 of the Local Assistance Procedural Manual, and the ICAP/ICRP approval procedures established by STATE.
E. STATE will withhold the greater of either two (2) percent of the total of all federal funds encumbered for each PROGRAM SUPPLEMENT or $40,000 until ADMINISTERING AGENCY submits the Final Report of Expenditures for each completed PROGRAM SUPPLEMENT PROJECT.
F. Payments to ADMINISTERING AGENCY for PROJECT-related travel and subsistence (per diem) expenses of ADMINISTERING AGENCY forces and its contractors and subcontractors claimed for reimbursement or as local match credit shall not exceed rates authorized to be paid rank and file STATE employees under current State Department of Personnel Administration (DPA) rules. If the rates invoiced by ADMINISTERING AGENCY are in excess of DPA rates, ADMINISTERING AGENCY is responsible for the cost difference, and any overpayments inadvertently paid by STATE shall be reimbursed to STATE by ADMINISTERING AGENCY on demand within thirty (30) days of such invoice.
Program Supplement 06-5281F15-F028- ISTEA Page 4 of 7
SPECIAL COVENANTS OR REMARKS
06-KER-0-SHF
STPL-5281(034)
G. ADMINISTERING AGENCY agrees to comply with 2 CFR, Part 200, Uniform Administrative Requirements, Cost Principles and Audit Requirement for Federal Awards.
H. ADMINISTERING AGENCY agrees, and will assure that its contractors and subcontractors will be obligated to agree, that Contract Cost Principles and Procedures, 48 CFR, Federal Acquisition Regulations System, Chapter 1, Part 31, et seq., shall be used to determine the allowability of individual PROJECT cost items.
I. Every sub-recipient receiving PROJECT funds under this AGREEMENT shall comply with 2 CFR, Part 200, 23 CFR, 48 CFR Chapter 1, Part 31, Local Assistance Procedures, Public Contract Code (PCC) 10300-10334 (procurement of goods), PCC 10335-10381 (non-A&E services), and other applicable STATE and FEDERAL regulations.
J. Any PROJECT costs for which ADMINISTERING AGENCY has received payment or credit that are determined by subsequent audit to be unallowable under 2 CFR, Part 200, 23 CFR, 48 CFR, Chapter 1, Part 31, and other applicable STATE and FEDERAL regulations, are subject to repayment by ADMINISTERING AGENCY to STATE.
K. STATE reserves the right to conduct technical and financial audits of PROJECT WORK and records and ADMINISTERING AGENCY agrees, and shall require its contractors and subcontractors to agree, to cooperate with STATE by making all appropriate and relevant PROJECT records available for audit and copying as required by the following paragraph:
ADMINISTERING AGENCY, ADMINISTERING AGENCY'S contractors and subcontractors, and STATE shall each maintain and make available for inspection and audit by STATE, the California State Auditor, or any duly authorized representative of STATE or the United States all books, documents, papers, accounting records, and other evidence pertaining to the performance of such contracts, including, but not limited to, the costs of administering those various contracts and ADMINISTERING AGENCY shall furnish copies thereof if requested.
All of the above referenced parties shall make such AGREEMENT, PROGRAM SUPPLEMENT, and contract materials available at their respective offices at all reasonable times during the entire PROJECT period and for three (3) years from the date of submission of the final expenditure report by the STATE to the FHWA.
L. ADMINISTERING AGENCY, its contractors and subcontractors shall establish and maintain a financial management system and records that properly accumulate and segregate reasonable, allowable, and allocable incurred PROJECT costs and matching funds by line item for the PROJECT. The financial management system
Program Supplement 06-5281F15-F028- ISTEA Page 5 of 7
SPECIAL COVENANTS OR REMARKS
06-KER-0-SHF
STPL-5281(034)
of ADMINISTERING AGENCY, its contractors and all subcontractors shall conform to Generally Accepted Accounting Principles, enable the determination of incurred costs at interim points of completion, and provide support for reimbursement payment vouchers or invoices set to or paid by STATE.
M. ADMINISTERING AGENCY is required to have an audit in accordance with the Single Audit Act of 2 CFR 200 if it expends $750,000 or more in Federal Funds in a single fiscal year of the Catalogue of Federal Domestic Assistance.
N. ADMINISTERING AGENCY agrees to include all PROGRAM SUPPLEMENTS adopting the terms of this AGREEMENT in the schedule of projects to be examined in ADMINISTERING AGENCY's annual audit and in the schedule of projects to be examined under its single audit prepared in accordance with 2 CFR, Part 200.
O. ADMINISTERING AGENCY shall not award a non-A&E contract over $5,000, construction contracts over $10,000, or other contracts over $25,000 [excluding professional service contracts of the type which are required to be procured in accordance with Government Code sections 4525 (d), (e) and (f)] on the basis of a noncompetitive negotiation for work to be performed under this AGREEMENT without the prior written approval of STATE. Contracts awarded by ADMINISTERING AGENCY, if intended as local match credit, must meet the requirements set forth in this AGREEMENT regarding local match funds.
P. Any subcontract entered into by ADMINISTERING AGENCY as a result of this AGREEMENT shall contain provisions B, C, F, H, I, K, and L under Section 2 of this agreement.
3. Appendix E of the Title VI Assurances (US DOT Order 1050.2A) During the performance of this agreement, the ADMINISTERING AGENCY, ADMINISTERING AGENCY'S contractors and subcontractor, (hereinafter referred to as the "contractor") agrees to comply with the following nondiscrimination statutes and authorities; including but not limited to:
Pertinent Nondiscrimination Authorities:
A. Title VI of the Civil Rights Act of 1964 (42 U.S.C. 2000d et seq., 78 stat. 252), (prohibits discrimination on the basis of race, color, national origin); and 49 CFR Part 21.
B. The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, (42 U.S.C. 4601), (prohibits unfair treatment of persons displaced or whose property has been acquired because of Federal or Federal-aid programs and projects); C. Federal-Aid Highway Act of 1973, (23 U.S.C. 324 et seq.), (prohibits discrimination on the basis of sex);
D. Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. 794 et seq.), as Program Supplement 06-5281F15-F028- ISTEA Page 6 of 7
SPECIAL COVENANTS OR REMARKS
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STPL-5281(034)
amended, (prohibits discrimination on the basis of disability); and 49 CFR Part 27; E. The Age Discrimination Act of 1975, as amended, (42 U.S.C. 6101 et seq.), (prohibits discrimination on the basis of age);
F. Airport and Airway Improvement Act of 1982, (49 U.S.C. 4 71, Section 4 7123), as amended, (prohibits discrimination based on race, creed, color, national origin, or sex); G. The Civil Rights Restoration Act of 1987, (PL 100-209), (Broadened the scope, coverage and applicability of Title VI of the Civil Rights Act of 1964, The Age Discrimination Act of 1975 and Section 504 of the Rehabilitation Act of 1973, by expanding the definition of the terms "programs or
activities" to include all of the programs or activities of the Federal-aid recipients, subrecipients and contractors, whether such programs or activities are Federally funded or not);
H. Titles II and III of the Americans with Disabilities Act, which prohibit discrimination on the basis of disability in the operation of public entities, public and private transportation systems, places of public accommodation, and certain testing entities (42 U.S.C. 12131-12189) as implemented by Department of Transportation regulations at 49 C.F.R. parts 37 and 38; I. The Federal Aviation Administration's Nondiscrimination statute (49 U.S.C. 47123) (prohibits discrimination on the basis of race, color, national origin, and sex); J. Executive Order 12898, Federal Actions to Address Environmental Justice in Minority Populations and Low-Income Populations, which ensures nondiscrimination against minority populations by discouraging programs, policies, and activities with disproportionately high and adverse human health or environmental effects on minority and low-income populations; K. Executive Order 13166, Improving Access to Services for Persons with Limited English Proficiency, and resulting agency guidance, national origin discrimination includes discrimination because of limited English proficiency (LEP). To ensure compliance with Title VI, you must take reasonable steps to ensure that LEP persons have meaningful access to your programs (70 Fed. Reg. at 74087 to 74100);
L. Title IX of the Education Amendments of 1972, as amended, which prohibits you from discriminating because of sex in education programs or activities (20 U.S.C. 1681 et seq).
Program Supplement 06-5281F15-F028- ISTEA Page 7 of 7
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Alex Gonzalez, Associate Engineer
SUBJECT: ADOPT RESOLUTION 2929 AUTHORIZING REGIONAL
SURFACE TRANSPORTATION PROGRAM (RSTP) PROJECT
FOR FISCAL YEAR 2024-2025 & 2025-2026
RECOMMENDATION
Council find the action is not defined as a project per Section 15378(b)(5) of the CEQA Guidelines; and adopt Resolution 2929, a Resolution of the City Council of the City of Shafter Authorizing the Filing of an Application for Regional Surface Transportation Program (RSTP) Funding and Committing the Necessary Local Match and Stating the Assurance to Complete the Project.
BACKGROUND
The Kern Council of Governments (KernCOG) has made City staff aware that local member agencies need to file project applications for federal funding through the Regional Surface Transportation Program (RSTP) for FY 2024-2025 and FY 2025-2026 by July 17, 2023. The estimated combined RSTP funding amount allocated to the City for both fiscal years is $551,000. Kern COG has also requested that each agency applying for RSTP funds adopt a resolution that authorizes a funding application and commits to providing the required local matching funds and meeting other contract requirements to receive the funding.
ANALYSIS
City staff has recently developed a list of projects that can benefit from RSTP funding and match the project criteria, which are listed as follows in order of priority:
1. Lerdo Highway - South Valley Street to South Schnaidt Street
2. Zerker Road - 500' South of New Kapittel Road to GMC Roofing Each project listed would consist of pavement reconstructions and is individually valued more than the RSTP funding available. Therefore, one project is sufficient for listing in the resolution requested by Kern COG. Still, City staff will list both projects if one does not qualify for funding or is not ultimately in a position to construct. Based on current pavement conditions, Lerdo Highway is the highest-ranked segment for RSTP funding.
Therefore, it is listed in the resolution included with this staff report as the highest priority. City staff will request that all the funding be allocated in Fiscal Year 2025-2026.
ADOPT RESOLUTION 2929 AUTHORIZING REGIONAL SURFACE TRANSPORTATION PROGRAM (RSTP) PROJECT FOR FISCAL YEAR 2024-2025 & 2025-2026 - 2 -
FISCAL IMPACT
No budget action is required at this time. Provided the applications are accepted and the requested projects are programmed into the RSTP, staff will prepare updates to the Capital Improvement Program to include funding for the federal funds and local matching required.
CEQA ANALYSIS
The requested action is not defined as a project per Section 15378(b)(5) of the CEQA Guidelines in that it covers the adoption of a resolution to authorize the filing of an application for funds for future street improvements, which is an organization and administrative activity that will not result in direct or indirect physical changes to the environment. Once the improvements proposed in the application are in a position to construct, future CEQA and other environmental findings may be brought before the Council for consideration and action at a future meeting.
APPROVED BY THE CITY ATTORNEY
No
ALTERNATIVES
The resolution could be amended to focus solely on one project or potentially another roadway segment not listed. Either project listed qualifies for RSTP funds and would significantly improve traffic safety and reliability for a significant corridor. Kern COG is only accepting RSTP applications through July 17th, which does not leave sufficient time to assess and propose other potential projects.
NEXT STEPS
Provided the Council adopts the RSTP funding resolution with at least one of the identified projects listed, staff will complete and submit a project application before the July 17th deadline. Once the listed project is programmed into the RSTP, staff will recommend Council action to add the project to the City Capital Improvement Program.
ATTACHMENTS
1. Resolution 2929 Regional Surface Transportation Prgram RSTP Funding-2023
RESOLUTION NO. 2929
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHAFTER
AUTHORIZING THE FILING OF AN APPLICATION FOR REGIONAL SURFACE
TRANSPORTATION PROGRAM (RSTP) FUNDING AND COMMITTING THE
NECESSARY LOCAL MATCH AND STATING THE ASSURANCE TO COMPLETE
THE PROJECT
The City of Shafter (herein referred to as “APPLICANT”) is submitting an application to the Kern Council of Governments (Kern COG) for $551,000 in funding from the REGIONAL SURFACE TRANSPORTATION PROGRAM (RSTP) FUNDING for the following projects:
1. Lerdo Hwy Reconstruction – S. Valley St. to S. Schnaidt St.
2. Zerker Rd. Reconstruction – 500’ South of New Kapitel Rd. to GMC Roofing APPLICANT has the financial capacity to complete, operate and maintain the project; and APPLICANT will ensure that funds required from other sources will be reasonably expected to be available on the time frame needed to carry out the project; and APPLICANT is authorized to execute and file an application for funding the PROJECT under the REGIONAL SURFACE TRANSPORTATION PROGRAM (RSTP) FUNDING Program; and
APPLICANT, by adopting this resolution, does hereby state that:
1. APPLICANT will provide a minimum of $71,388 in local matching funds; and
2. APPLICANT understands that the REGIONAL SURFACE TRANSPORTATION PROGRAM (RSTP) FUNDING for the project is fixed at the approved programmed amount, and that any cost increases must be funded by the APPLICANT from other funds, and that APPLICANT does not expect any cost increases to be funded with additional REGIONAL SURFACE TRANSPORTATION PROGRAM (RSTP) FUNDING; and
3. APPLICANT understands the funding deadlines associated with these funds and will comply with the program implementation procedures described in Chapter 2 of the Kern COG Project Delivery Policies and Procedures manual; and
4. PROJECT will be implemented as described in the complete application and in this resolution and, if approved, for the amount programmed in the FTIP; and
5. APPLICANT and the PROJECT will comply with the requirements as set forth in the program; and
APPLICANT authorizes its Executive Director, General Manager, or designee to execute and file an application with Kern COG for REGIONAL SURFACE TRANSPORTATION PROGRAM (RSTP) funding for the PROJECT as referenced in this resolution.
PASSED AND ADOPTED this 20th day of June, 2023
Shafter City Council Resolution No. 2927
June 20, 2023
Chad A. Givens, Mayor
ATTEST:
Yazmina Pallares, City Clerk
APPROVED AS TO FORM:
______________________________
Marco A. Martinez, City Attorney
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Michael James, Public Works Director
SUBJECT: ADOPT RESOLUTION 2928 APPROVING PARTICIPATION IN
THE SAN JOAQUIN VALLEY AIR POLLUTION CONTROL
DISTRICT ROAD PAVING AND SIDEWALK INSTALLATIONS
PROGRAM PLAN
RECOMMENDATION
Council find the requested action is exempt from the California Environmental Quality Act; and adopt Resolution 2928, a Resolution of the City Council of the City of Shafter approving participation in the San Joaquin Valley Air Pollution Control District Road Paving and Sidewalk Installations Program Plan.
BACKGROUND
State of California Assembly Bill 617 (AB 617) requires the California Air Resources Board (CARB) and air districts to develop and implement additional emissions reporting, monitoring, reduction plans, and measures to reduce air pollution exposure in disadvantaged communities. In 2018, South Central Fresno and the City of Shafter were the first Valley communities selected by CARB for the investment of additional resources under AB 617.
Since then, the Shafter Community Steering Committee has been responsible for advising the San Joaquin Valley Air Pollution Control District’s development of the Community Air Monitoring Plan (Monitoring Plan) and Community Emission Reduction Program (CERP). City leaders and staff have been very active and engaged as committee members.
CARB staff recently approved the Road Paving and Sidewalk Installations Program Plan to address one of the priorities listed in the CERP, which is street improvements that enhance pedestrian access, notably sidewalks and bicycle lanes. City staff proposed such improvements at North Shafter, specifically next to the southbound lanes of Highway 43 between Mayer Lane and West Tulare Avenue. This particular project is valued at approximately $1 million. San Joaquin Valley Air Pollution Control District staff advised City staff that a funding agreement is currently being developed to fund the project through a Road Paving and Sidewalk Installations Program Plan. They further advised that a Council resolution that approves the use of the funds and appoints a City representative to execute the funding agreement and supporting documents.
ADOPT RESOLUTION 2928 APPROVING PARTICIPATION IN THE SAN JOAQUIN VALLEY AIR
POLLUTION CONTROL DISTRICT ROAD PAVING AND SIDEWALK INSTALLATIONS PROGRAM PLAN
- 2 -
ANALYSIS
Resolution 2928 has been prepared under the direction of District staff. If adopted, the City can proceed with the street improvements proposed for North Shafter and other areas subject to District approval and available funding. To date, a funding agreement has not been provided, but upon receipt, it will be reviewed and approved by the City Attorney before its execution. Consistent with most projects of this value, the City Manager is the assigned signatory listed in the resolution.
FISCAL IMPACT
The North Shafter pedestrian improvements funding through the District's Road Paving and Sidewalk Installations Program Plan is not currently programmed in the City's Capital Improvement Program (CIP). The appropriate time to amend the CIP for this project will be upon a funding agreement being fully executed. Staff will present the amendment to the Council at a future meeting, provided the terms of the agreement are acceptable to staff. No budget action is required at this time.
CEQA ANALYSIS
The requested action is exempt from the California Environmental Quality Act per Section 15301 (Existing Facilities) of the CEQA Guidelines. The funding agreement allows for the minor alteration of existing public facilities involving negligible or no expansion of the existing use on an existing highway. The funding would allow for the construction of curbs, gutters, sidewalks, and bike paths for the purpose of public safety.
APPROVED BY THE CITY ATTORNEY
Yes
ALTERNATIVES
The resolution adoption can be rejected by staff if the Council does not wish to fund pedestrian improvements through the Road Paving and Sidewalk Installations Program Plan or commit staff and other resources to use these funds. However, provided the terms of the funding agreement are acceptable to staff, this program is a unique opportunity to complete safety and quality-of-life improvements in North Shafter and other areas. The funding available would also significantly reduce the financial burden the improvements would have on the General Fund to complete them. Therefore, alternative action is not recommended.
NEXT STEPS
Staff will submit the adopted resolution to the District to complete and execute the funding agreement. Updates and additional recommended actions will be presented at future Council meetings.
ATTACHMENTS
1. Resolution 2928
RESOLUTION NO. 2928
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHAFTER
APPROVING PARTICIPATION IN THE SAN JOAQUIN VALLEY AIR POLLUTION
CONTROL DISTRICT ROAD PAVING AND SIDEWALK INSTALLATIONS
PROGRAM PLAN
WHEREAS, Assembly Bill 617 (AB 617) requires the California Air Resources Board (CARB) and air districts to develop and implement additional emissions reporting, monitoring, reduction plans and measures in an effort to reduce air pollution exposure in disadvantaged communities. Given that 20 of the 30 most disadvantaged communities in California are in the San Joaquin Valley, this process is expected to bring additional clean air resources and strategies to many Valley communities;
WHEREAS, the San Joaquin Valley Air Pollution Control District (District) actively participates with and is facilitating full engagement of all sectors within each of the San Joaquin Valley’s disadvantaged communities through meaningful and effective implementation of AB 617; and
WHEREAS, in 2018, South Central Fresno and the City of Shafter were the first Valley communities selected by CARB for the investment of additional resources under AB 617; and WHEREAS, the Shafter Community Steering Committee is a special committee that will be responsible for advising the San Joaquin Valley Air District’s development of the Community Air Monitoring Plan (Monitoring Plan) and Community Emission Reduction Program (CERP) under AB 617; and
WHEREAS, the SHAFTER CERP RD.2 ROAD PAVING AND SIDEWALK INSTALLATIONS is a Community Identified Project included and prioritized in the CARB and CERP; and
WHEREAS, CARB staff recently approved the Road Paving and Sidewalk Installations Program Plan and the District plans to begin issuing a contract to the City for implementing said project through the program;
WHEREAS, said contract requires the City of Shafter to approval and an appointment of a representative to execute the contract all other administrative responsibilities until the project is complete; and
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Shafter hereby:
1. Approves funding through the Road Paving and Sidewalk Installations Program Plan.
2. Appoints the City of Shafter City Manager as an agent of the City to execute and submit all documents, including, but not limited to, applications, contracts, amendments, payment requests, and compliance with all applicable current state and federal laws which may be necessary for the completion of the project.
Shafter City Council Resolution No. 2928
June 20, 2023
PASSED, APPROVED AND ADOPTED this 20th, day of June 2023.
Chad A. Givens, Mayor
ATTEST:
Yazmina Pallares, City Clerk
APPROVED AS TO FORM:
______________________________
Marco A. Martinez, City Attorney
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Steve Esselman, Planning Director
SUBJECT: APPROVAL OF FINAL MAP FOR TRACT NO. 7388, PHASE 1
RECOMMENDATION
Council find action is not defined as a “project” per Section 15378(b)(5) of the CEQA Guidelines; and approve final map for Tract No. 7388, Phase 1.
BACKGROUND
Tract No. 7338, Phase 1 has an area of 100.64 gross acres and consists of 345 residential lots, 14 landscape lots, one public park site, two drill islands, one detention basin, and one retention basin (see Exhibit 1). Tract No. 7388 is being developed by Lennar Homes of Bakersfield, Inc. All improvements will be performed in accordance with the conditions of approval, City standards, and the approved plans for the development. No completed improvements have been accepted by City Council and will not be presented to the Council for acceptance until all are completed to the satisfaction of the City Engineer.
The developer has provided a performance bond equal to 100% of the engineer’s estimate per Council authorization. The developer has also provided a labor and materials bond equal to 50% of the engineer’s estimate. This is in compliance with the City’s Subdivision Ordinance (Municipal Code Title 16). The City of Shafter and the developer have signed an “Agreement for Completion of Public Improvements” that is on file with the City Engineer.
ANALYSIS
The City Engineer has reviewed the map and finds that it meets the requirements of the Subdivision Map Act, the Subdivision Ordinance, and the approved Tentative Tract Map with approved alterations thereof. The City Surveyor has signed the map stating it is technically correct. All Conditions of Approval shall be met prior to recordation.
FISCAL IMPACT
There is no fiscal impact because of the proposed action.
CEQA ANALYSIS
The action is not defined as a “project” per Section 15378(b)(5) of the CEQA Guidelines because the action is approval of a final map and therefore, it is organizational and
APPROVAL OF FINAL MAP FOR TRACT NO. 7388, PHASE 1
- 2 -
administrative activity that will not result in direct or indirect physical changes to the environment that have not already been previously analyzed and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
Not Applicable
ALTERNATIVES
The Council could vote not to approve the final map and it would not be recorded.
NEXT STEPS
If Council approves the final map, it will be subsequently recorded at the Kern County Recorder's Office.
ATTACHMENTS
1. Exhibit 1 - Final Map
TRACT NO. 7388, PHASE 1 © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED.
LOT "A" OF LOT LINE ADJUSTMENT NO. 18-67, CERTIFICATE OF COMPLIANCE DOC. NO. 218076247, O.R. LOT "B" OF LOT LINE ADJUSTMENT NO. 18-67, CERTIFICATE OF COMPLIANCE DOC. NO. 218076247, O.R. LOT 13 OF TRACT 6761 BOOK 59 OF MAPS, PAGES 42-45, K.C.R. LOT 14 OF TRACT 6761 BOOK 59 OF MAPS, PAGES 42-45, K.C.R. LOT 21 OF TRACT 6761 BOOK 59 OF MAPS, PAGES 42-45, K.C.R. SE 1/4 QUARTER SEC 25-28/26 LOT N OF TRACT 7332, PHASE 2
BOOK 64 OF MAPS, PAGES 67-78,
K.C.R.
LOT M OF TRACT 7332, PHASE 2
BOOK 64 OF MAPS, PAGES 67-78,
K.C.R.
LOT 'C' OF TRACT 6761, BOOK 59
OF MAPS, PAGES 42-45, K.C.R.
LOT 5 OF TRACT 6761
BOOK 59 OF MAPS,
PAGES 42-45, K.C.R. TRACT 7332, PHASE 1 BOOK 63 OF MAPS, PAGES 143-149, K.C.R. TRACT 7332, PHASE 2 BOOK 64 OF MAPS, PAGES 67-78, K.C.R.
LOT 'A' OF TRACT 6761
BOOK 59 OF MAPS,
PAGES 42-45, K.C.R.
PUBLIC
SERVICES PARCEL
DOC. NO.
222187329, O.R.
TRACT 7115
BOOK 61 OF MAPS,
PAGES 64-68, K.C.R. TRACT 6773 BOOK 61 OF MAPS, PAGES 55-59, K.C.R. TRACT 6982 BOOK 62 OF MAPS, PAGES 5-8, K.C.R. TRACT 7315 BOOK 62 OF MAPS, PAGES 107-111, K.C.R. TRACT 7346, PHASE 2 BOOK 64 OF MAPS, PAGES 160-163, K.C.R.
CURVE TABLE
LINE TABLE
RADIAL TABLE
TRACT NO. 7388, PHASE 1
C 7TH STANDARD ROAD
FRIANT-KERN CANAL
C SOARING
HEIGHTS WAY
C STONE
CREEK
DRIVE
C COBBLE
CREEK DRIVE
C COTTON
CREEK DRIVE
C SOARING
HEIGHTS WAY © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED.
C GOSSAMER
GROVE BOULEVARD L L L L L
C GOSSAMER GROVE BOULEVARD L L L N
OVERALL BOUNDARY
& EASEMENTS N
LOT 'C'
DRILL
ISLAND
LOT 'A'
PARK
LOT 'B'
DRILL
ISLAND
LOT 'S'
REGIONAL
BASIN
LOT 'D' DETENTION BASIN C GOSSAMER GROVE LBOULEVARD
C COBBLE
CREEK DRIVE
L
N C SOARING HEIGHTS WAY L
TRACT NO. 7388, PHASE 1
N © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED.
FRIANT-KERN CANAL
C GOSSAMER GROVE BOULEVARD
C STONE
CREEK DRIVE
C SOARING
HEIGHTS WAY
C COBBLE
CREEK DRIVE
C COTTON
CREEK DRIVE
C GOSSAMER GROVE BOULEVARD
C SOARING
HEIGHTS WAY
C 7TH STANDARD ROAD
L
L
L
L
L
L
L
SHEET BREAKDOWN
& STREET LAYOUT
C GOSSAMER GROVE BOULEVARD L
L
N
N
NORTH SHORE DRIVE NORTH SHORE DR
HAMBLEN COURT
GREEBERRY LONG LEAF LANE
SOARING SOARING HEIGHTS WAY SPRUCE KNOB WAY WAY
LOT 'A'
PUBLIC PARK
SITE
5 6 7 8 9
54 56 53
52 57
58 59
51 60
63 62
64 65
66 67
68 55
1 2 3 4
70 69
71 75
73 LOT 'I'
78 79
80 LOT 'E'
82 84
83 81
74 77
76 85
72 RIVERWOOD PARK DRIVE
TRACT NO. 7388, PHASE 1
N © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED. SEE SHEET 5 SEE SHEET 6
NORTH KERN WATER STORAGE DISTRICT
C WINFORD WAY L
NORTH KERN WATER
STORAGE DISTRICT
NORTH SHORE DRIVE ROYAL GLEN LANE KINGWOOD LANE LONE CEDAR WAY RIVERWOOD PARK DRIVE ΔΔ
LOT 'B'
DRILL ISLAND
45 48
49 47
46 40
41 42
43 44
50 39
12 13 14
15 16
17 18
19 20
21 8 9 10 11
23 24 25
27 26
28 29
33 34
37 36 35
22 38
LOT 'A'
PUBLIC PARK
SITE
30 TRACT NO. 7388, PHASE 1 © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED. N
C GOSSAMER
GROVE
BOULEVARD L TRACT 7332, PHASE 2 BOOK 64 OF MAPS, PAGES 67-78, K.C.R.
SEE SHEET 7 SEE SHEET 4 NORTH KERN WATER STORAGE DISTRICT
NORTH KERN WATER STORAGE DISTRICT
C WINFORD WAY L
C STONE
CREEK DRIVE L
LONG LEAF LANE
SOARING
COUNTRY CREST DRIVE
GOLDEN TRAILS LANE LONE CEDAR WAY
GOLDEN TRAILS LANE
RIVERWOOD PARK DRIVE
HEIGHTS WAY WINFORD WAY WINFORD WAY
50 59
60 37 36
63 62
64 65
66 67
92 93
87 91
89 90
88 146 147 148
144
143
114 117 118 119 120 121 122 123 124
140 139 138 137 136 133
141 135 134
94 95
116
61 38
86 145
125
115
142
101
LOT 'F'
LOT 'I'
96 97
98 99
100
104
102
103
105
82 83
81 LOT 'E'
TRACT NO. 7388, PHASE 1 © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED.
N
SEE SHEET 4
SEE SHEET 8 SEE SHEET 7
C LONG LEAF LANE L
C SPRUCE KNOB WAY L C LONE CEDAR WAY L
SOARING HEIGHTS WAY
CARRIAGE HILLS DRIVE
RIVERWOOD PARK DRIVE
50 39
20 21
28 29
31 32
33 34
37 36 35
146 147 148 150 149
151
153
156
158
155
157
154
152
122 123 124
136 135 134 133
129
128
127
38 145
132
125 126
131
130
30 COUNTRY CREST DRIVE
TRACT NO. 7388, PHASE 1 © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED. N
C GOSSAMER GROVE
BOULEVARD
L
C SOARING HEIGHTS WAY L
C LONE CEDAR WAY L
TRACT 7332, PHASE 2 BOOK 64 OF MAPS, PAGES 67-78, K.C.R.
TRACT 7332, PHASE 2 BOOK 64 OF MAPS, PAGES 67-78, K.C.R.
C LAUREL HILL LANE L SEE SHEET 6
SEE SHEET 5
SEE SHEET 8
C ROYAL GLEN LANE L
C KINGWOOD LANE L
CARRIAGE HILLS DRIVE
LAUREL HILL LANE
SAVONA LANE SAVONA LANE
GOLDEN TRAILS LANE
Δ
Δ
110
NOT
A PART
164
165
166
167
163
161
162
160
168
108
113
111
112
159
156
158
157
144
114 117 118 119 120 121 122 123 124
129
128
127
207
204
205
206
208
188 185 184 183 182 181 180
195
191 192 193 194
179
178
177
175
173
174
176
202 210 199
209
203
189
186
190
187
196
197
201 200
109
116 125 115 126
130
104
103
106
105
107
LOT 'F'
LOT 'F'
198
NOT
A PART
SAVONA LANE
TRACT NO. 7388, PHASE 1 © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED.
N
C GOSSAMER GROVE
BOULEVARD
L
TRACT 7332, PHASE 2 BOOK 64 OF MAPS, PAGES 67-78, K.C.R.
SEE SHEET 6-7
SEE SHEET 9
LAUREL HILL LANE
MILL BRIDGE DRIVE
COTTON CREEK DRIVE
CATTLE ROCK DRIVE
SAVONA LANE
GOLDEN TRAILS LANE
LOT 'L' ΔΔ
NOT
A PART
276
267 268 266
277
269
165
166
167
212 213 214 215
168
169
170
171
172
LOT 'D'
DETENTION
BASIN
LOT 'K'
270
275
272 271 273
222
224
274
223 228 225 226 227
234
233
231
230
229
113
LOT 'G'
221 217
220 219 218
216
211
LOT 'J'
207
204
206
208
173
202 210 199
209
203
201 200
LOT 'F'
198
232
233
232
TRACT NO. 7388, PHASE 1 © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED. N
C GOSSAMER GROVE
BOULEVARD L
C COTTON CREEK DRIVE L TRACT 7332, PHASE 2 BOOK 64 OF MAPS, PAGES 67-78, K.C.R. TRACT 7332, PHASE 1 BOOK 63 OF MAPS, PAGES 143-149, K.C.R.
C CHESTNUT
GROVE LANE L
SEE SHEET 8
SEE SHEET 10
C SAVONA LANE L N
CATTLE ROCK DRIVE LAUREL HILL LANE
BELLEFONTAIN DRIVE
ROYSTON DRIVE CHESTNUT GROVE LANE
COBBLE CREEK DRIVE
LOT 'G'
243 244
246 245
256 255 254
276
267 268
261
259 260
265 264 263
266
257
258
247
282
289
281
288
280
287
279
286
278
285
277
284
290
283
262
269
239
241
242
238
237
236
235
234
233
LOT 'M'
253 252
345 344 343 342
248 249 250 251
240
LOT 'N'
LOT 'O'
LOT 'H'
233
232
232 © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED.
N
C GOSSAMER GROVE
BOULEVARD
L
C COBBLE CREEK DRIVE L
TRACT 7332, PHASE 1 BOOK 63 OF MAPS, PAGES 143-149, K.C.R.
SEE SHEET 9
SEE SHEET 11
TRACT NO. 7388, PHASE 1
COBBLE CREEK DRIVE
CANYON SAGE DRIVE
WINDMILL DRIVE NEEDHAM LANE HICKORY VILLAGE LANE
Δ
329
299 306
300
Δ
Δ
LOT 'O' 289
291
290
292
307
293
324
323
252
325
328 327 326
331 330
305
304 303 302
339
340
295 296
301
297
341 345 344 343
294 298
342
248 249 250 251
LOT 'H'
336
335
334
333
332
338
337
LOT 'N'
312
311
310
309
316
308
315
314
313
LOT 'C'
DRILL ISLAND © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED. N
C GOSSAMER GROVE
BOULEVARD
L
C COBBLE CREEK DRIVE L
TRACT 7315 BOOK 62 OF MAPS, PAGES 107-111, K.C.R.
SEE SHEET 10
SEE SHEET 12
TRACT NO. 7388, PHASE 1
C CHESTNUT
GROVE LANE
L
FOREST VILLAGE DRIVE HICKORY VILLAGE LANE LOT 'H'
324
323
322
321
318
317
316
315
314
320
LOT 'C'
DRILL ISLAND
LOT 'C'
DRILL ISLAND
REMAINDER LOT "B" OF
LOT LINE ADJUSTMENT 18-67,
CERTIFICATE OF COMPLIANCE
DOC. NO. 218076247, O.R.
319
LOT 'P'
LOT 'Q'
LOT 'R'
TRACT NO. 7388, PHASE 1 © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED. N
C GOSSAMER GROVE
BOULEVARD L TRACT 7315 BOOK 62 OF MAPS, PAGES 107-111, K.C.R.
SEE SHEET 11
SEE SHEET 13 PUBLIC SERVICES PARCEL DOC. NO. 222187329, O.R.
321 318
320
LOT 'R'
319
LOT 'S'
REGIONAL
BASIN
LOT 'P'
LOT 'Q'
Δ
Δ © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED.
N
C 7TH STANDARD ROAD L
TRACT NO. 7388, PHASE 1 SEE SHEET 12
C SOARING
HEIGHTS WAY
L
TRACT 7315 BOOK 62 OF MAPS, PAGES 107-111, K.C.R.
C GOSSAMER GROVE
BOULEVARD
L
TRACT 7115 BOOK 61 OF MAPS, PAGES 64-68, K.C.R.
LOT "A" OF LOT LINE
ADJUSTMENT NO. 18-67, CERTIFICATE OF COMPLIANCE DOC. NO. 218076247, O.R.
REMAINDER OF
LOT "B" OF LOT LINE
ADJUSTMENT NO. 18-67,
CERTIFICATE OF COMPLIANCE
DOC. NO. 218076247, O.R.
PATHWAY PARK DOC. NO. 217158783, O.R.
TRACT 6773 BOOK 61 OF MAPS, PAGES 55-59, K.C.R.
C GOSSAMER GROVE
BOULEVARD
L
C HICKORY
VILLAGE LANE
L
FOREST VILLAGE DRIVE
PUBLIC SERVICES PARCEL DOC. NO. 222187329, O.R.
CURVE TABLE CURVE TABLE CURVE TABLE CURVE TABLE LINE TABLE LINE TABLE © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED.
TRACT NO. 7388, PHASE 1
CURVE TABLE CONTINUED
ON SHEET 15
CURVE TABLE CURVE TABLE CURVE TABLE RADIAL TABLE RADIAL TABLE RADIAL TABLE RADIAL TABLE RADIAL TABLE © COPYRIGHT BY QUAD KNOPF, INC. UNAUTHORIZED USE PROHIBITED.
TRACT NO. 7388, PHASE 1
CURVE TABLE CONTINUED
FROM SHEET 14
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Alex Gonzalez, Associate Engineer
SUBJECT: ANNUAL LEVY OF ASSESSMENTS FOR EXISTING LANDSCAPE AND LIGHTING DISTRICTS FOR FISCAL YEAR 2023-2024
RESOLUTION OF INTENT
RECOMMENDATION
Council find the action is not defined as a “project” per Section 15378(b)(5) of the CEQA Guidelines; and adopt Resolution 2930, a Resolution of the City Council of the City of Shafter approving the Engineer’s Report and Declaring Intention to Levy and Collect Assessments within Existing Landscaping and Lighting Districts for Fiscal Year 2023-2024 Pursuant to the Landscaping and Lighting Act of 1972 for the Maintenance and Servicing of Lighting and Landscaping, and Giving Notice of and Setting the time and place of the Hearing on the Annual Levy of Assessments.
BACKGROUND
The City manages 14 Landscaping and Lighting Assessment Districts to operate and maintain public streetscapes and street lighting funded through property tax assessments collected from benefiting lot owners. They primarily serve residential neighborhoods built after the mid-1990s within the Core City. In addition, two districts serve Gossamer Grove and the Wonderful Industrial Park.
At the April 18, 2023 Council meeting, Resolution No. 2916 was adopted to initiate proceedings for the Fiscal Year 2023-2024 annual levy of district assessments. The resolution ordered preparing an engineer’s report for each district to recommend updated annual assessments.
ANALYSIS
The Public Works Department has prepared the reports for Council consideration and approval, which are on file with the City Clerk. They propose assessment increases of up to 4% to stay current with district costs and inflation. The regional area used as the basis for a potential CPI increase, Los Angeles-Long Beach-Anaheim, has a documented increase of 7.44% for the most recent annual period considered.
However, increases for all districts without property owner approval are only allowed if they do not exceed a consumer price index (CPI) increase up to a maximum of four percent (4%). While the allowed CPI increase is below the actual increase
ANNUAL LEVY OF ASSESSMENTS FOR EXISTING LANDSCAPE AND LIGHTING DISTRICTS FOR FISCAL YEAR 2023-2024 RESOLUTION OF INTENT
- 2 -
documented, unanimous property owner approval to increase the assessments beyond the current cap is not likely to be successful, plus a voting initiative would take a considerable amount of staff time and resources to complete. Therefore, the strategy to address this CPI shortage is to explore operation efficiencies and cost-saving measures, if necessary, without reducing the level of service the districts should be funding.
FISCAL IMPACT
Annually, the City budgets both the expected revenue from each district and the costs of each district. These revenues and expenditures are included in the 2023-2024 Annual Operating Budget that is on the meeting agenda for approval by the Council.
The assessment amounts reflect, as near as possible, the cost of services in each district. No budget action is required.
CEQA ANALYSIS
The proposed activity is not subject to the California Environmental Quality Act (CEQA) because it is not defined as a "Project" pursuant to Section 15378(b)(5) of the CEQA Guidelines. The action is the organization or administrative activities of governments that do not result in direct or indirect physical changes to the environment.
APPROVED BY THE CITY ATTORNEY
Yes
ALTERNATIVES
There are no viable alternatives to proceeding with the Annual Levy and Collecting of Assessments. Without this process, the City could not assess property owners within the lighting and landscape districts for operation and maintenance costs. It would then have to carry the entire financial burden of maintaining the districts, which would impact funding for other services provided by the City.
NEXT STEPS
Upon the Council adoption of the resolution, a public hearing will be noticed for the July 18th Council meeting. At the close of the hearing, the Council will be asked to adopt another resolution that formally orders the annual levies for Fiscal Year 2023-2024.
ATTACHMENTS
1. Resolution 2930
RESOLUTION NO. 2930
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHAFTER APPROVING THE ENGINEER’S REPORT AND DECLARING INTENTION TO LEVY
AND COLLECT ASSESSMENTS WITHIN EXISTING LANDSCAPING AND LIGHTING DISTRICTS FOR FISCAL YEAR 2023-2024 PURSUANT TO THE LANDSCAPING AND LIGHTING ACT OF 1972 FOR THE MAINTENANCE AND
SERVICING OF LIGHTING AND LANDSCAPING, AND GIVING NOTICE OF AND
SETTING THE TIME AND PLACE OF THE HEARING ON THE ANNUAL LEVY OF
ASSESSMENTS
WHEREAS, on April 18, 2023, the City Council (the “City Council”) of the City of Shafter (the “City”) adopted Resolution No. 2916 initiating proceedings for the annual levy of assessments for existing Landscaping and Lighting Assessment Districts (the "Districts") identified in Exhibit "A" for fiscal year 2023-2024 pursuant to the Landscaping and Lighting Act of 1972, Part 2 (commencing with § 22500) of Division 15 of the Streets and Highways Code, for the street lighting electrical service and maintenance of street lights, street light poles and other street light related appurtenances located within public right-of-way, and maintenance of landscaping including plants, sprinklers, piping, timers, valves, wiring and any other landscaping related expenses located in the dedicated landscaping easements owned by the City.
WHEREAS, by said Resolution the City Council ordered the Public Works Director, or his/her designee, of the City of Shafter (the “Engineer”) to prepare and file a report with the City Clerk in accordance with Article 4 (commencing with § 22565) of Chapter 1 of Part 2 of Division 15 of the Streets and Highways Code; and
WHEREAS, said Engineer has filed such report with the City Clerk, and such report has been presented to and considered by the City Council.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL OF THE CITY OF SHAFTER, CALIFORNIA, AS FOLLOWS:
Section 1. Intention. The City Council hereby declares its intention to levy and collect assessments within the Districts listed in Exhibit “A” during the fiscal year 2023-2024 pursuant to the Landscaping and Lighting Act of 1972. The areas to be assessed are located in the City of Shafter, Kern County. The general locations of the Districts are provided in Exhibit “A”.
Section 2. Purpose. The purpose of the Districts listed in Exhibit “A” is for the street lighting electrical service and maintenance of street lights, street light poles and other street light related appurtenances located within public right-of-way, and maintenance of landscaping including plants, sprinklers, piping, timers, valves, wiring and any other landscaping related expenses located in the dedicated landscaping easements owned by the City.
Section 3. Improvements. The improvements provided in the Districts identified in Exhibit “A” pursuant to the Landscaping and Lighting Act of 1972 for fiscal year 2023-2024 are as follows:
a. the installation or construction of statuary, fountains and other ornamental structures and facilities;
Shafter City Council Resolution No. 2930
June 20, 2023
b. the installation or construction of public lighting, facilities, including, but not limited to, street lights and traffic signals;
c. the installation or planting of landscaping, including, but not limited to, street trees, parkways, and median islands;
d. the installation or construction of any facilities which are appurtenant to any improvements listed in (a) through (c) or which are necessary or convenient for the maintenance or servicing thereof including, but not limited to, irrigation, drainage, and electrical facilities; and
e. the maintenance and servicing of any of the foregoing.
Section 4. Report. The report of the Engineer for each of the Districts, on file with the City Clerk and considered by the City Council at the meeting at which this Resolution has been adopted, is hereby approved. All interested persons are referred to that report for a full and detailed description of the improvements, the boundaries of the Districts and any zones therein, and the proposed annual assessments upon assessable lots and parcels of land within the Districts listed in Exhibit “A,” which are not proposed to be increased from the previous fiscal year except for certain inflationary increases under the existing methodology.
Section 5. Time and Place of Hearing. On July 18, 2023, at the hour of 6:00 p.m., during the course of its regularly scheduled meeting, the City Council will conduct a public hearing on the question of the levy of the proposed annual assessments. Said meeting is open to the public and all persons interested are invited to attend and be heard. Any person wishing to be heard, or wishing to present evidence either for or against the approval of the action, is hereby notified and directed to either appear at the time and place aforesaid or send written comments at or prior to the meeting to the City Clerk at City Hall, 336 Pacific Avenue, Shafter, CA 93263. Should anyone challenge any proposed action which is the subject of the meeting listed on this notice, that person may be limited to raising those issues addressed at the meeting, or in written correspondence delivered to the City Clerk at or prior to the meeting.
You are encouraged to observe the City Council meeting live via YouTube https://www.youtube.com/user/CityofShafer/. If you wish to make a comment on a specific agenda item or public comment, please submit your comment via email by 5:00 P.M. on Tuesday, July 18, 2023 to the City Clerk at [email protected]. If you wish to make a written comment please submit your comment to the City Clerk, 336 Pacific Avenue, Shafter, CA 93263. If you wish to make a comment during the live meeting by joining the conference via Zoom (include making live comments during the public comment period), callers must first register with the City Clerk at [email protected] before the meeting begins to receive instructions and the call-in number and code. All public comments are provided to the City Council and applicable Staff, for review and consideration by the Council prior to taking action on any matters listed on the agenda and are incorporated into the official record of the City Council meeting.
Section 6. Notice. In accordance with Streets & Highways Code Section 22626(a), the City Clerk shall give notice of the time and place of said hearing prior to the date of the public hearing.
Shafter City Council Resolution No. 2930
June 20, 2023
PASSED AND ADOPTED this 20th day of June, 2023
Chad A. Givens, Mayor
ATTEST:
Yazmina Pallares, City Clerk
APPROVED AS TO FORM:
______________________________
Marco A. Martinez, City Attorney
EXHIBIT “A”
SHAFTER CITY COUNCIL RESOLUTION NO. 2930
June 20, 2023
DISTRICT
NO.
DEVELOPMENTS
SERVED
FORMATION
APPROVAL DATE
ANNEXATION APPROVALS
LL001-95 Tract 5774 January 9, 1996
LL001-98 Tract 5610
APN 026-321-01
January 9, 1999 Annexation No. l – July 17-
2018
LL001-2002 Tract 5856 July 15, 2003
LL001-2005 Tract 6179
Tract 6286
Tract 6287
August 16, 2005
LL002-2005 Tract 6301
Tract 7033
August 16, 2005 Annexation No. l – January
17, 2017
LL003-2005 Tract 6222
Tract 6584
Tract 6910
Tract 6936
October 18, 2005 Annexation No. l – August 5,
2008
LL004-2005 Tract 6467 December 6, 2005
LL001-2006 Tract 6437
Tract 6713
September 5, 2006 Annexation No. l – September
1, 2020
LL001-2007 Tract 6738
Tract 6447
Tract 6540
January 16, 2007 Annexation No. l – April 3,
2007
LL002-2007 Tract 6777 July 17, 2007 Annexation No. l – July 17, 2007
LL001-2009 Wonderful Logistics
Park
June 16, 2009
LL001-2015
Gossamer Grove
Specific Plan
February 16, 2016 Annexation No. l – December
19, 2017
Annexation No. 2 –December
4, 2018
Annexation No. 3 –October
15, 2019
Annexation No. 4 – June 2,
2020
Annexation No. 5 – March 2,
2021
Annexation No. 6 – May 18,
2021
Annexation No. 7 – May 16,
2023
LL001-2021 Tract 7318 August 17, 2021
LL001-2022 Tract 6490 June 7, 2022
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: David Franz, Education Partnership Director SUBJECT: APPROVE PURCHASE OF SHADE PERGOLA FOR THE
SHAFTER LIBRARY & LEARNING CENTER IN THE AMOUNT
NOT TO EXCEED $40,000
RECOMMENDATION
Council find action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines; and approve purchase of a 15 foot by 20 foot Silverado Modern Pergola from Forever Redwood in the amount to not exceed $40,000.
BACKGROUND
In December of 2022, the City was awarded a Community Grant of $40,000 from the Resnick Foundation for the purchase of a "Silverado Modern Pergola from Forever Redwood" to be installed in the Shafter Library & Learning Center Plaza. Staff received a quote for this Pergola, including anchoring hardware for installation and structural engineering documentation for permits totaling $36,259.44. The installation of the pergola is not included in this item and is expected to be included as part of other construction work on the site.
ANALYSIS
This purchase meets the requirements and purpose of the grant awarded to the City.
Because the product and vendor were specified by the grant terms, staff did not seek out other bids. The cost of this item will be entirely covered by the grant. Once installed, the pergola will be a valuable amenity for the Library & Learning Center Plaza. Delivery is expected 12 to 14 weeks from purchase. Engineering documentation is expected within 4 weeks of purchase and will facilitate bidding for installation. The item will be stored at the Public Works yard until installation.
FISCAL IMPACT
Purchase of this item will be paid for with funds from the Resnick Foundation Community Grant.
CEQA ANALYSIS
The action is not defined as a “project” per Section 15378(b)(4) of the CEQA Guidelines because the action is approval to purchase a shade pergola and therefore, it is
APPROVE PURCHASE OF SHADE PERGOLA FOR THE SHAFTER LIBRARY & LEARNING CENTER IN THE AMOUNT NOT TO EXCEED $40,000
- 2 -
governmental fiscal activity that does not involve any commitment to a specific project that can result in a potentially significant impact and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
Not Applicable
ALTERNATIVES
Council can direct staff to seek to negotiate with the Resnick Foundation to repurpose funds for another use or to return funds to the Resnick Foundation. This is not recommended.
NEXT STEPS
With the purchase of the pergola and engineering documentation, staff will focus on bidding the installation of the pergola. A recommendation for the awarding the installation contract is expected this summer.
ATTACHMENTS
1. City of Shafter Plaza Pergola 2022 Community Grant Award
2. Quote from Forever Redwood
3. Site Plan
RESNICK FOUNDATION
11444 WEST OLYMPIC BOULEVARD LOS ANGELES, CA 90064 (310) 966-5752 [email protected] 1 11/01/2022
Dear David Franz,
On behalf of the Resnick Foundation (the “Foundation”), I am pleased to announce that City of Shafter (“the Grantee”) has been selected to receive a Wonderful Community Grant in the amount of $40,000 in support of the “Plaza Pergola”, as more fully described in the proposal submitted by Grantee attached hereto as Exhibit A (the “Grant Proposal”). This Grant is for the grant period beginning 12/1/2022 and ending 11/30/2023. The Foundation agrees to pay the Wonderful Community Grant according to the schedule below:
$40,000 shall be paid on or around 12/01/2022
Payment of these funds is subject to the terms and conditions set forth in the Grant Agreement below.
GRANT AGREEMENT
As a recipient of a Wonderful Community Grant, you agree to the following:
1. USE OF GRANT FUNDS
Funds will be used for the purpose set forth in the Grant Proposal, provided that the purpose may be amended from time to time as mutually agreed by the Foundation and the Grantee. Notwithstanding the foregoing, in no event shall the funds be used for any other purpose unless otherwise discussed and agreed upon in writing by the Foundation. All of the funds will be used prior to 11/30/2023, unless otherwise discussed and agreed upon by the foundation. You agree to comply with any and all requirements, terms and conditions set forth in your grant application and as may be provided by the Foundation from time to time during the grant period.
2. PAYMENT OF GRANT FUNDS
All payments of the funds to the Grantee hereunder shall be made by the Foundation by ACH transfer as follows:
Beneficiary Bank:
Beneficiary Bank Address:
Beneficiary Bank Code:
Beneficiary Account No.:
Account Type:
ABA No.:
3. REQUIRED REPORTING
The Grantee agrees to submit a project plan, monthly reports, and final report as outlined in the Reporting Guidelines provided to the Grantee, as well as any additional updates as requested by the Foundation in connection with and relating to your project during the grant period. The Grantee must maintain records of receipts and expenditures and submit receipts for the purchase of any items valued at $1,000 or greater to the Foundation attached to the next monthly report following the date of purchase. Failure to submit the required reports or respond to any requests you receive from the Foundation for additional updates may make you ineligible to receive any future funding.
2 4. SITE VISITS
The Grantee will be required to participate in a minimum of one (1) virtual or in-person site visit to assess the progress of your project during the grant period.
5. PUBLICITY
No announcement or recognition of this donation may be made without prior written approval from the Foundation. If the Foundation agrees in writing to any such announcement or recognition, The Wonderful Company LLC (the “Company”) shall receive recognition for this donation.
6. NAMING/BRANDING RIGHTS
In consideration of the Wonderful Community Grant, the Grantee agrees and acknowledges that the Foundation reserves the right to place the Company name and logo on any physical structures or materials purchased or produced with the Wonderful Community Grant funds.
7. TAX STATUS
By countersigning this letter, the Grantee confirms that it either: (1) has been determined by the Internal Revenue Service to be an organization (a) described in Section 501(c)(3) of the Internal Revenue Code of 1986 (the “Code”) and (b) which is not a private foundation within the meaning of Section 509(a) of the Code, and that such determination has not been revoked or modified and continues in full force and effect; or (2) is a governmental entity described in Section 170(c)(1) or 511(a)(2)(B) of the Code. If any such determination is revoked or modified, the Grantee shall notify the Foundation immediately. No payment hereunder shall be required to be made at any time after the Grantee ceases to be an organization described in Sections 501(c)(3), 170(c)(1) or 511(a)(2)(B) of the Code and which is not a private foundation.
8. INSURANCE
Grantee agrees to maintain, at its sole cost and expense, and will ensure that all of its subcontractors and vendors maintain, insurance with carriers with A.M. Best’s ratings of not less than A-, and a minimum Financial Rating of Class VII and the type of insurance and coverage shall be in such amounts as shall be reasonable to satisfy its obligations under this Grant Agreement, including, but not limited to, its indemnification obligations under this Grant Agreement and all insurance required by law. Grantee shall furnish to the Foundation a certificate(s) of insurance evidencing such insurance coverage and such certificate shall name the Foundation as an additional insured. The liability of Grantee under this Grant Agreement shall not be limited to or by the insurance coverage required of Grantee.
9. INDEMNIFICATION
Grantee shall indemnify and hold harmless the Foundation and its affiliates, heirs, beneficiaries, successors, assigns, and representatives from and against any and all losses, claims, demands, costs, damages, liabilities, expenses of any nature (including sales and use taxes, if any, and reasonable attorneys’ fees (at market rates) and disbursements), judgments, fines, settlements and other amounts arising from any and all claims, demands, actions, suits or proceedings, whether civil, criminal, administrative or investigative, that may arise or which relate to or arise from this Grant Agreement or the breach of any of Grantee’s obligations, representations, warranties or covenants set forth in this Grant Agreement.
10. COVID-19
The Foundation and the Grantee acknowledge and agree that the parties are entering into this Grant Agreement during the COVID-19 pandemic (the “Pandemic”). The Grantee agrees that during the Pandemic, you will use reasonable endeavors to meet your obligations under this Grant Agreement, including, but not limited to, the execution and/or completion of your project during the Grant Period. If, during the Pandemic, it appears to the Foundation or the Grantee that the Grantee will be unable to fulfill part or all of its obligations under this Grant Agreement (including, for example, but not limited to, due to a shortage of personnel or government guidance making it impracticable or impossible for the Grantee to complete the project), then the Foundation, in its sole discretion, may either (i) terminate this Grant Agreement and cancel any further payments of grant funds, and
3 the Grantee shall return any and all unspent funds from your Wonderful Community Grant, or (ii) extend the grant period for the Grantee to execute and/or complete the project.
In the event you do not comply with any of the requirements set forth herein, the Foundation reserves the right to terminate your Wonderful Community Grant and cancel any further payments of grant funds. If your Wonderful Community Grant is terminated, you shall return any and all unspent funds from your Wonderful Community Grant within two (2) weeks after the effective date of such termination.
Executed on behalf of the Resnick Foundation:
Signature __________________________________
Craig B. Cooper, Executive Vice President
Date __________________________________
On behalf of Grantee, I understand and agree to the foregoing terms and conditions of the Grant Agreement, and hereby certify my authority to execute this agreement on Grantee's behalf:
Signature __________________________________
Name __________________________________
Title __________________________________
Mailing Address __________________________________
__________________________________
Date __________________________________
Your Submitted Application
The application you previously submitted appears below. No further changes may be made to this application. Click here to return to the Welcome page.
Organization Contact Information
* Organization Legal Name City of Shafter
AKA Name Shafter Library and Learning Center
* Tax ID 95-6000795
* Organization Mailing Address 336 PACIFIC AVE
* Organization City SHAFTER
* Organization State California
* Organization Zip Code 93263-2047
* Organization Website www.shafterlearning.com
Organization Information
* Mission Statement The Shafter Library and Learning Center exists to nurture the seeds of discovery, learning, and connection, and help spread those roots across our community.
* Organization History In 2010, the City of Shafter formed an Education Department. The purpose, as stated in the 2010-11 budget, was to address the gap between the dreams and aspirations of our families and the challenges facing Shafter and other small communities in the Central Valley "related to lower incomes and lower overall education levels of their populations."
The Shafter Learning Center opened in 2014 under the Education Department to provide educational enrichment and support activities and help students pursue their dreams of a better life through education. The Learning Center offers free classes in art, science, languages, robotics, computer science, engineering, and other subjects. Since 2016, the Learning Center total attendance in our classes is more than 50,000. The Learning Center has also partnered with Bakersfield College, CSU Bakersfield, and our local schools to offer college classes, SAT and Advanced Placement classes and support programs.
In January of 2022, the Learning Center took over operations of the Shafter Library, forming the Shafter Library and Learning Center. This has allowed the Library to open with expanded hours and programming, thanks in part to an innovative partnership with Bakersfield College. Also in 2022, we opened a new 3,000 square foot outdoor plaza that provides space for events, for quiet study, or for parents or children to wait for classes.
* Active Programs The Shafter Library and Learning Center currently offers 32 classes for students from Preschool to adults. Some of our classes are designed to help support what students are learning in school, with homework help and tutoring in math and reading. Other classes, like our robotics, art, and cooking classes, are designed to go beyond the topics typically covered in school.
In addition, the Center has a robust program schedule, with family learning nights featuring engaging activities around art, career exploration, science demonstrations, and author visits. In the past year, the facility has added six murals, with Shafter families helping to paint each of them. Community members can use our plaza or indoor study space with free wifi and charging stations. On average, the Shafter Library and Learning Center has class attendance of approximately 100 and foot traffic of more than 200 people per day. The Shafter Library and Learning Center is truly a community hub.
The Library is open 55 hours per week, which is more any other library in Kern County. The browsing collection of just under 10,000 titles is primarily aimed at serving the needs of children. The Library is aggressively updating its collection to meet demand, refreshing nearly 20% of the collection this year. Books not in the browsing collection can be shipped to Shafter through a partnership with the Inland Library Network, typically in less than a week.
* Number of Paid Full-Time Staff 2
* Number of Paid Part-Time Staff 18
* Average Annual Number of
Volunteers
50 * Annual Organization Budget $1,043,028.00
* Organization Financials
2022-2023 Annual Budget.pdf (14.33 MB), uploaded by David Franz on 08/30/2022
Contact/Project Lead Information
* First Name David
* Last Name Franz
* Title Director, Education Partnership
* E-mail Address [email protected]
* Telephone
* Secondary Contact First Name
* Secondary Contact Last Name
* Secondary Contact Title
* Secondary Contact E-mail Address
* Secondary Contact Phone Number
Contact/Project Lead Information
* First Name Elsa
* Last Name Solorio
* Title Learning Center Coordinator
* E-mail Address [email protected]
* Telephone 661-746-5055
* Secondary Contact First Name David
* Secondary Contact Last Name Franz
* Secondary Contact Title Education Director
* Secondary Contact E-mail Address [email protected]
* Secondary Contact Phone Number 661-746-5055
Grant Request Information
* What communities will be impacted
by this grant?
Shafter
* Please select one area of focus for
your project:
Community Beautification
* Please select your grant category: One-time request for technology, equipment or infrastructure (ex. computers for ESL program)
* Project Start Date 11/01/2022
* Project End Date 01/31/2023
* Requested Cash Amount $40,000.00
Project Description
* Project Title Plaza Pergola
* Project Summary A new 20'X24' modern wood pergola/shade structure to shade part of the plaza to make it more useful, especially in the summer months. * Project Overview This project is to purchase and install an attractive pergola that fits the style of the building. It would create 480 square feet of shaded area in the plaza, which would make it more comfortable to use for study, conversation, or progams.
In addition to creating a lovely new public place, it would also increase the capacity of the Library and Learning Center, which can get quite busy at times.
The Plaza is currently surrounded by murals and planters. It has a great deal of potential, but for much of the year, it is simply too hot to be out in the sun. This would create space for college students studying, parents waiting for their
children to finish class, or community members looking for a place to sit in the shade to read.
* Impact Statement We are serving students and their families, who will have a more comfortable space to be at the Library and Learning Center. Approximately 200 people use the facility per day. At least 2,000 individuals will be directly impacted by these funds over time.
* Statement of Need There is a need for additional space at the Shafter Library and Learning Center.
We see this in our traffic data and in stories from students and families that they are searching for quiet places to study and work. This project will allow us to address that by enhancing the outdoor plaza and making it more useful. * Project Deliverables As a public space, the plaza will be available for use whenever the Library and Learning Center are open, from 8am to 7pm, five days per week. Given existing traffic patterns, our expectation is that this would be used by 20 to 50 people per day.
* Project Goals and Outcomes We hope that the plaza space would be more comfortable and attractive for people to enjoy. We would like to see more parents not wait for children in their car, but to wait in the plaza. We would like to see more individuals study and read outside.
* Project Timeline August 2022 - Pergola measured and selected October 2022 - Purchase pergola for delivery
November-December 2022 - Delivery and installation
* Evaluation Plan The first measure of success is executing the project and getting the pergola installed by June of 2023. The second, qualitative, measure would be that the pergola would feel comfortable and pleasant. Third, we would simply count the number of people sitting under the shade. Currently, the plaza is rarely used because of the summer heat.
Partnerships/Collaborations Chad Givens at the Wonderful Company has reached out about his department working on a service project in Shafter. This would be an outstanding project and we hope to partner with the Wonderful Company in this way.
Project Budget Calculation
* Project Personnel $0.00
* Contracted Services/Partnerships $0.00
* Supplies & Equipment $39,700.00
* Printing & Production $0.00
* Meals & Transportation $0.00
* Recognition Costs $300.00
* Other Costs $0.00
* Total Budget $40,000.00
Project Budget Detail
* Project Personnel Description N/A
* Contracted Services/Partnerships
Description
N/A
* Supplies & Equipment Description $39,700 for Silverado Modern Pegola from Forever Redwood * Printing & Production Description N/A
* Meals & Transportation Description N/A
* Recognition Costs Description $300 for outdoor plaque on post. * Other Costs Description N/A
* Other Funding None
* Grant Request Amount $40,000.00
* What is your cost per person
served?
$20.00
Grant Agreement
* User Agreement Agree
* Electronic Signature David Franz
* Title Director of Education Partnership
* Date 08/30/2022 Page 250 of 518
Please be sure to save and/or print a copy of your completed application for your records. A copy of this application will also be available through this online system upon log-in.
Terms of Service Privacy Policy
5/26/23, 11:23 AM Franz-129126
https://www.foreverredwood.com/hyperion/index.php?route=sale/order/invoice&user_token=9I4P90YBp7O3XeYrrQvnZ91dwk4QNBhT&order_id=129… 1/5 From the Forest, For the Forest since 1995
Q U O T E
#129126 - 05/25/2023
(866) 332-2403 [email protected] 33732 Annapolis Rd, Annapolis, CA 95412
CONTACT
David Franz
[email protected]
BILL TO
David Franz
City of Shafter
TBD
Shafter, CA 93263
SHIP TO
David Franz
City of Shafter
TBD
Shafter, CA 93263
The Silverado Modern Pergola - 8in x 8in - (MOST POPULAR) x 15 ft x 20 ft x Cantilevered Roof Style x 6 in - (MOST POPULAR) x Without Rainguard x No Privacy Wall Panels - (MOST POPULAR)
QTY: 1 $30,380.00
- Post Thickness: 8in x 8in - (MOST POPULAR)
- The Silverado Modern Pergola Length: 15 ft
- The Silverado Modern Pergola Width: 20 ft
- The Silverado Modern Pergola Roof Style: Cantilevered Roof Style
- The Silverado Roof Rafter Spacing: 6 in - (MOST
POPULAR)
- Rain Guard: Without Rainguard
- Privacy Panels Walls Style: No Privacy Wall Panels - (MOST
POPULAR)
- Wood Grade & Warranty: Mosaic Redwood (12-yr
Warranty) - All Reclaimed Wood
- Ceiling Fan Bases: Yes, Please Add a Ceiling Fan Base - (MOST POPULAR)
- TV Mount Base: No thanks.
- Accessory Bases & Shelving: No thanks.
- Post Height: 10 ft
- Electrical Wiring Trim Kit: Yes, please include for 1 Post - (MOST POPULAR)
- Heavy Duty Curtain Rods, Stainless Steel Hangers &
Fascia: No Curtain Rods (Curtain Rod Fascia included)
- Post Anchoring: 4-post anchor kit for stone, brick or concrete (with anchor bolts)
- Sealant: Transparent Premium Sealant - (RECOMMENDED)
Structural Documentation for Permitting - 2000 QTY: 1 $2,000.00 - Structural Documentation for Permitting Cost: 2000
Savings Option: If you decide to make your
installments by ACH or Wire Transfer instead
of credit cards, we save 3% and pass this
savings on to you:
You Can Save: $1,017.36
Sub-Total $32,380.00
Discounted - 12 Week Shipping $1,531.89
California Sales Tax $2,347.55
Total $36,259.44
Today's Deposit (20% of Total) $7,251.89
ORDER NOTES
5/26/23, 11:23 AM Franz-129126
https://www.foreverredwood.com/hyperion/index.php?route=sale/order/invoice&user_token=9I4P90YBp7O3XeYrrQvnZ91dwk4QNBhT&order_id=129… 2/5 Questions? Contact Shade Structure Specialist - Raul Hernandez / [email protected] / (707)-495-4955 Shade Structure Consultant - Tyler Hernandez / [email protected] / (707)-485-9915 Permits are requested for this project. We will send the final approved working drawings to a Licensed Structural Engineer in your state to create Structural Drawings, Calculations, and Footings Specifications that are signed and stamped. This adds 4 weeks to the process and $2,000 to the final cost.
Care & Finish - https://www.foreverredwood.com/redwood-furniture/care-finish/ Warranty - https://www.foreverredwood.com/redwood-furniture/warranty/ QUOTE VALID UNTIL MONDAY, JULY 24TH, 2023
SHIPPING OPTIONS
Shipping timelines begin once design drawings
are approved. Design time varies according to the
product. For furniture items without custom
details, your order goes into production
immediately. For shade structures or furniture
items with custom details, typical design time is 2
to 3 weeks. The shipping timeline options are:
Pre-Order & Save - 18 Week Shipping - $-971.40
Free - 15 Week Shipping - $0.00
Discounted - 12 Week Shipping - $1,531.89
Standard - 9 Week Shipping - $3,038.98
Priority - 6 Week Shipping - $4,558.47
Rush - 3 Week Shipping - $10,698.45
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ASSEMBLY OPTIONS
Hire a Local Contractor:
It is usually less costly to hire a local contractor than to have our team come long distance to you. We recommend you compare costs and see if you can find a reliable local contractor at a better price.
Do it Yourself:
Most furniture can be done by anyone. Even the small to mid-sized shade structures can be put up in a few days by 3 persons and no special training is needed. We don't recommend homeowner installations for structures for larger structures because they generally require hydraulic equipment assistance and are more complex.
On-Site Assembly:
Have our carpentry teams do all the work. Our crews work in all states including Hawaii and Alaska. Our assembly includes footings work (if needed), final roofing materials (if needed) and all equipment rental. You don't have to make a decision on using our crews when you place your order, but do let us know at least 8 weeks ahead of time if you decide to have us do the work.
If you would like White Glove (complete delivery and assembly of this order) the cost will be: $11,500.00
5/26/23, 11:23 AM Franz-129126
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PROCESS AND PAYMENTS
We understand that this purchase is a large commitment. Your installments are organized around each production step. We begin by assigning an in-house architect to ensure every detail is built the way you want. Once you sign off on your drawings, you will receive timely updates with pictures of your project as it goes through each production phase. We can work as fast as you need and our experienced staff can customize almost any detail. If you need support with assembly, we can assist in any state as well.
Your order starts with a 20% Design & Engineering deposit with the remaining 80% balance split into 3 equal installments (26.67% of your order total). You'll receive a confirmation email and your designer will contact you the next business day to start the process.
Drawings Approved and Materials Installment
When you approve your drawings, we'll request your digital signature and the Materials installment. Your order's shipping timeline begins once both are received. When your Materials installment is received, we will set your anticipated ship out date.
We will then select, resaw and prepare your timbers, and order the stainless steel and other materials for your order during the first half of the timeline selected. For example, if you selected 12 week shipping, all your materials will be ready for construction within 6 weeks.
Construction Installment
Your Construction installment is due when all materials have been selected and received. We cannot begin cutting and assembly until your Construction installment is received. We'll email in-progress photos per department as your order winds through assembly, sanding, sealing and packaging.
Final Shipping Installment
Once you receive your packaging photos, your Final Shipping installment is due. We cannot ship orders with balance dues.
AVOID SHIPPING DELAYS
To avoid delays, you'll receive a reminder 7-10 days in advance of each installment. If there is a delay in payment, your order will be delayed and that time will be added to your ship date.
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TERMS AND CONDITIONS
Terms and Conditions:
All Forever Redwood orders are custom orders. We offer many options to meet your needs. Due to the custom nature of our work, we cannot accept returns or cancellations. Any issue with quality or shipping damage is quickly rectified. For more details, please visit our warranty page at: https://www.foreverredwood.com/redwoodfurniture/warranty All orders under $10,000 must be paid in full. If an order under $10,000 is cancelled once design work has been completed, a $1,000 charge will be deducted for design work from the refund. If a larger order is cancelled prior to manufacturing, 1/2 of the initial 20% Design & Engineering deposit will be retained for design and engineering work. If the product has been sent to the shop floor and manufacturing has begun, no refund can be made on payments received. We are happy to modify any order if changes are needed, but because of the custom nature of our work, we can't restock your product because reselling is difficult.
Timelines & Storage: Order volume varies from month to month. In rare cases, we will not be able to meet our delivery or assembly timelines. We will keep you updated at all times.
If we complete your order early and you are not ready for it, we will store it for you at no additional cost for up to 120 days beyond the order's ship out date. If your plans change and you can't accept your order for over 120 days beyond the ship out date, depending on the size of your orders, storage fees of $50 to $200 per month will apply unless an agreement to do so is reached in writing. We cannot store orders indefinitely: Orders that have been built and stored for over 12 months will be cancelled and no refund will be made.
Maintenance: Do you want to keep your products looking great forever? Visit our Care and Finish Instructions at https://www.foreverredwood.com/redwood-furniture/care-finish/ Having Forever Redwood install for you? All Forever Redwood orders can be installed by our own teams anywhere in the Continental U.S. It is called our White Glove assembly service and it includes all materials (concrete, final roofing if applicable, etc.). You can choose to do the concrete work locally or you may have the concrete needed already developed, if so, let us know so that we can adjust your assembly work scope and cost. For shade structures, please have a small dumpster delivered to the job site so that all debris can be disposed of properly. If the site is undeveloped, the site must be level prior to Forever Redwood arriving to install. We cannot due any excavation or leveling work. Orders with White Glove Assembly will be charged 50% of the assembly cost when the assembly appointment is confirmed and the balance will be due when assembly work on site is completed.
Drawing/Design Support: We prepare drawings for all orders to be sure every detail is the way you want. It is typical for this process to take 2 to 6 weeks and involve 2 to 4 drawings. In some rare cases, we have clients that abuse this design support with drawing requests that stretch out to a dozen or more. We ask that you please not abuse this service.
IMPORTANT: AVOID HARDSCAPE STAINING: If you are pouring a new concrete pad or hardscape work that will have surface visible masonry, you MUST seal the surface completely if you are adding a Redwood shade structure or furniture atop it. Redwood is rich in tannins. Despite the finish applied to the wood, when it rains or soaked by sprinklers, it will leach tannins that will puddle atop the new hardscape. The tannins react with the curing concrete or grout masonry to create stains that are difficult to remove. BE SURE to properly seal your concrete or masonry hardscape to ensure this is a non-issue prior to assembly of our Redwood product. Forever Redwood cannot be responsible for these staining issues and this is why it is added to each invoice to make sure it is avoided.
CITY OF SHAFTER
SHAFTER LEARNING CENTER
SITEPLAN SHEET 1OF
1 ISSUED FOR BID
ENGINEERING SERVICES DEPARTMENT
Phone (661) 746-5002 Fax (661) 746-9125
336 Pacific Avenue Shafter, CA 93263
0 SCALE: 1"=5'
5 10 CLASSROOM READING ROOM LEARNING CENTER EXISTING PARKING LOT
FIRE DEPARTMENT
CONSENT CALENDAR
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Kevin Harmon, City Engineer, Alex Gonzalez, Associate Engineer SUBJECT: SUPPORT FOR A ROUNDABOUT PROJECT AT THE
INTERSECTION OF SEVENTH STANDARD ROAD AND STATE
ROUTE 43
RECOMMENDATION
Council authorize the City Manager to draft a Congestion Mitigation and Air Quality funding letter of support to Caltrans to construct a roundabout at the intersection of Seventh Standard Road and State Route 43.
BACKGROUND
The California Department of Transportation (CALTRANS) is pursuing design and environmental clearance for a new roundabout at the intersection of 7th Standard Road and State Hwy 43. This intersection is located outside Shafter city limits but is partially within the City's sphere of influence. Caltrans plans to submit an application for federal Congestion Mitigation and Air Quality (CMAQ) funding valued at approximately $9 million to fund right-of-way purchasing, utility relocation, and eventual construction of the roundabout. They are requesting letters of support from various affected agencies for the grant. CMAQ applications are reviewed and ranked by the Transportation Technical Advisory Committee of the Kern Council of Governments (Kern COG).
ANALYSIS
The roundabout at Seventh Standard Road and State Route 43 will have regional benefits. This intersection is a critical link for both Shafter and Bakersfield and provides direct access to Interstate 5 to the west. The City of Shafter is utilizing federal funds for the design and environmental clearance to widen Seventh Standard Road to four lanes between Hwy 43 and Galpin Street. To date, there has been a successful collaboration between the roundabout and widening projects for the ultimate purpose of managing regional traffic in the area.
FISCAL IMPACT
This letter of support has no fiscal impact because it would not commit City funds for the project.
CEQA ANALYSIS
SUPPORT FOR A ROUNDABOUT PROJECT AT THE INTERSECTION OF SEVENTH STANDARD ROAD AND STATE ROUTE 43
- 2 -
The action is not defined as a "project" per Section 15378(b )(5) of the CEQA Guidelines because the action is the approval of a letter of support, it is organizational and administrative activity that will not result in direct or indirect physical changes to the environment and not subject to CEQA.
APPROVED BY THE CITY ATTORNEY
Not Applicable
ALTERNATIVES
The Council can reject the letter of support request if there is uncertainty about the project's benefits. However, as previously stated, traffic flow through this intersection is significant to the City, particularly for the current and planned development off Seventh Standard Road. Should Caltrans receive CMAQ, potential financial commitments from the City to develop the project would be significantly reduced. The CMAQ funding application process is highly competitive and it's anticipated that regional support for a project will make a considerable difference in its prospects.
NEXT STEPS
A CMAQ grant funding letter of support will be drafted, signed by the City Manager, and issued to Caltrans.
ATTACHMENTS
1. Draft Project Letter of Support
June 21, 2023
Ahron Hakimi
Executive Director, Kern Council of Governments
1401 19th Street, Suite 300
Bakersfield, CA 93301
Dear Mr. Hakimi:
The City of Shafter is writing in strong support of the California Depart of Transportation’s (Caltrans) Congestion Mitigation and Air Quality Improvement (CMAQ) Program funding application for the proposed intersection improvement at State Route (SR) 43 and Seventh Standard Road.
This intersection suffers from long queue times for both single-passenger vehicles and heavy-duty trucks in peak hours of the day. The proposed intersection improvement calls for the construction of a roundabout to replace a current allway controlled-stop intersection. This roundabout will have regional benefits as the intersection is a critical link for both Shafter and Bakersfield and provides direct access to Interstate 5 to the west.
This intersection is located outside Shafter city limits but is partially within its sphere of influence. Therefore, the Shafter community will directly benefit from the improvements. A roundabout at this intersection will increase traffic safety, lessen congestion, decrease travel time, reduce harmful air pollutants and associated greenhouse gas emissions in our community, and provide a safer experience for active transportation users around the area, leading to reduced vehicle miles traveled (VMT).
The City of Shafter appreciates the opportunity to express our strong support. If you have any further questions, please contact Public Works Director Michael James via email at [email protected] or phone (661)746-5004, ext. 5018.
Sincerely,
Gabriel Gonzalez
City Manager
MANAGEMENT REPORT
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Rogelio Sanchez, Finance Director
SUBJECT: APPROPRIATIONS LIMIT FOR FISCAL YEAR 2023-2024
CONSISTENT WITH ARTICLE XIII B OF THE CALIFORNIA
CONSTITUTION AND SELECTING THE ANNUAL ADJUSTMENT
FACTORS.
RECOMMENDATION
Council find the action is not defined as a "project" per Section 15378(b)(4) of the CEQA Guidelines; and adopt Resolution 2923, a Resolution of the City Council of the City of Shafter Setting Forth an Appropriations Limit for Fiscal Year 2023-2024 Consistent with Article XIII B of the California Constitution and Selecting the Annual Adjustment Factors.
BACKGROUND
Under the Gann Spending-Limitation Initiative (Article XIII B of the State Constitution) adopted as Proposition 4 in June 1979 (and subsequently modified by Proposition 111 in June 1990), the City is required to annually adopt a resolution setting an appropriations limit for the upcoming fiscal year. For 2023/24, the City’s appropriations subject to limitation are about $31.23 million, which is far less than the calculated limit of $424.25 million.
Background and Key Concepts
The Gann Spending-Limitation Initiative provides for the limitation of state and local government appropriations. As discussed in the following summary of the major provisions of the Gann Initiative and Proposition 111 modifications, the Gann Initiative is actually a limitation on tax revenues rather than a direct limitation on appropriations.
1. Appropriations subject to limitation may not exceed appropriations made in 1978- 79 except as adjusted for increases in the cost of living, population and service responsibility transfers.
2. Appropriations financed through service fees (to the degree that they do not exceed the cost of performing the service), grant programs, fines and forfeitures, and other specified “non-tax” sources are not subject to the appropriations limit. Additionally, appropriations for long-term indebtedness incurred prior to 1978-79, debt service on qualified capital outlays beginning in 1990-91, qualified capital outlays in excess of
APPROPRIATIONS LIMIT FOR FISCAL YEAR 2023-2024 CONSISTENT WITH ARTICLE XIII B OF THE CALIFORNIA CONSTITUTION AND SELECTING THE ANNUAL ADJUSTMENT FACTORS. - 2 -
$100,000 and increased costs as a result of federally mandated programs, are also excluded from the limit. Essentially, with the exception of major capital-related expenditures, only appropriations funded through tax revenues are subject to limitation.
3. For the purpose of identifying “proceeds from taxes” under the Gann Initiative, state subventions that are unrestricted as to their use are considered to be tax sources. On the other hand, the use of subventions like gas tax and transportation development act funds is restricted by the State, and as such, is classified as non-tax sources.
4. Under the original Gann Initiative, all proceeds from taxes received in excess of the appropriations limit were required to be returned through refunds or revisions in tax rates and fee schedules within the next two fiscal years; or voter approval to increase the appropriations limit was required. Proposition 111 provides a one-year carryover feature to determine excess revenues under which refunds can be avoided if, in the subsequent year, the City is below the limit by the amount of the prior year's excess.
Any voter-approved increase to the appropriations limit cannot exceed four years.
5. Originally, the Gann Initiative was self-executing, requiring no formal review; however, Proposition 111 requires that the annual calculation be reviewed as part of the annual financial audit.
6. Major concepts in implementing the Gann Initiative as modified by Proposition 111 include: appropriations funded through tax sources are subject to the limit, not actual expenditures; and any excess of actual tax revenues over the appropriations limit, not actual expenditures or appropriations, are subject to a refund.
ANALYSIS
The annual adjustment factors for changes in population and cost of living for the appropriations limit calculation must be selected by a recorded vote of the Council, and include the following:
1. Population. Based on data provided annually by the State Department of Finance, cities may annually choose either the growth in their city’s or the county’s population.
For this year’s calculation, the City’s population growth factor of 4.32% (which exceeded the County's factor of 0.07%) is the recommended adjustment factor.
2. Cost of living. Local governments may annually choose either the percentage change in California per capita personal income or the percentage change in their jurisdiction's assessed valuation that is attributable to non-residential new construction.
For this year’s calculation, due to delays in obtaining the assessed valuations from the Kern County Assessor's Office, the percentage change in California per capita personal income is the recommended adjustment factor at 4.44%.
APPROPRIATIONS LIMIT FOR FISCAL YEAR 2023-2024 CONSISTENT WITH ARTICLE XIII B OF THE CALIFORNIA CONSTITUTION AND SELECTING THE ANNUAL ADJUSTMENT FACTORS. - 3 -
The City’s appropriation limit for 2023/24 is $424,246,158 calculated as follows:
Prior Year Appropriations
Limit
$389,388,819
Population Change (City) –
4.32%
1.043
Cost of Living Change (Per
Capita) – 4.44%
1.044
Combined Adjustment Factor
(1.0432*1.0444)
1.0895
Adjusted Limit $424,246,158
FISCAL IMPACT
There is no negative fiscal impact resulting from adoption of the City’s 2023/24 appropriations limit.
CEQA ANALYSIS
The action is exempt from the California Environmental Quality Act (CEQA) because it is not defined as a "project" per Section 15378(b)(4) of the CEQA Guidelines. The action is a government fiscal activity that does not involve any commitment to any specific project that may result in a potentially significant impact on the environment.
APPROVED BY THE CITY ATTORNEY
No
ALTERNATIVES
N/A
NEXT STEPS
N/A
ATTACHMENTS
1. Resolution 2923
RESOLUTION NO. 2923
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHAFTER SETTING FORTH AN APPROPRIATIONS LIMIT FOR FISCAL YEAR 2023/2024 CONSISTENT
WITH ARTICLE XIII B OF THE CALIFORNIA CONSTITUTION AND SELECTING THE ANNUAL ADJUSTMENT FACTORS.
WHEREAS, Section 7910 of the Government Code, which became effective on January 1, 1981, requires that the governing body of each local jurisdiction establish by Resolution its Appropriations Limit for the following fiscal year pursuant to Article XIII B of the California State Constitution at a regularly scheduled or noticed special meeting; and WHEREAS, in accordance with Government Code Section 7910, the City Council must select annually the inflationary change factor for purposes of calculating the appropriations limit; and
WHEREAS, in accordance with Government Code Section 7910, the City Council must select annually the population growth factor for purposes of calculating the appropriations limit; and
WHEREAS, an appropriations limit has been calculated in accordance with applicable law; and
WHEREAS, in accordance with Government Code Section 7910, the information on the calculation of the appropriations limit has been made available to the public at least 15 days prior to the date of adoption of this resolution, and continues to be available for public inspection.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED
Section 1. That the City Council of the City of Shafter establishes its Appropriations Limit for the 2023/24 fiscal year at $424,246,158.
Section 2. That the City Council of the City of Shafter has selected the “percentage change in California per capita personal income” as the inflationary change factor and the “percentage change in City population” as the population growth factor used in the calculation of the 2023/24 Appropriations Limit.
PASSED, APPROVED AND ADOPTED this 20th day of June 2023. ______________________________
Chad Givens, Mayor
ATTEST:
_____________________________
Yazmina Pallares, City Clerk
Shafter City Council Resolution No. 2923
June 20, 2023
APPROVED AS TO FORM:
_____________________________
Marco A. Martinez, City Attorney
MANAGEMENT REPORT
CITY OF SHAFTER
CITY COUNCIL REPORT
MEETING DATE: June 20, 2023
FROM: Gabriel A. Gonzalez, City Manager
PREPARED BY: Rogelio Sanchez, Finance Director
SUBJECT: ADOPT RESOLUTION 2924 APPROVING AND ADOPTING THE
ANNUAL OPERATING BUDGET AND CAPITAL IMPROVEMENT
PLAN FOR FISCAL YEAR 2023-2024.
RECOMMENDATION
Council find the action is not defined as a "project" per Section 15378(b)(4) of the CEQA Guidelines; adopt Resolution 2924, a Resolution of the City Council of the City of Shafter, California, approving and adopting the Annual Operating Budget and Capital Improvement Plan for Fiscal Year 2023/2024 and appropriating the funds necessary to meet the expenditures set forth therein.
BACKGROUND
The proposed Annual Operating Budget is a balanced budget, and the CIP includes several quality-of-life projects to enhance the City’s recreational amenities. Moreover, it maintains the high levels of service our residents expect.
The budget maintains the conservative fiscal policies of the City Council, while continuing to take significant steps to implement the City's Strategic Goals and the recommendations of the Community Vision project. The strategic planning process continues to be the cornerstone of the Council's ongoing Strategic Goals, which gives employees confidence that the decisions they make and the work they do is consistent with Council and community direction. This year, several strategic capital projects are included in the Capital Improvement Plan and will be constructed over the next five years.
In general, the City of Shafter continues to enjoy a strong financial position with limited debt and a strong fund balance within the General Fund. This financial health has been the result of sound fiscal and budget policies, coupled with a robust economic development program and efficient service delivery models. Shafter’s financial health is above average compared to other cities in the San Joaquin Valley.
The management team is committed to promoting and supporting the strategic priorities including: economic development, public safety, community services, and housing and infrastructure. The strategic priorities are focused on maintaining an engaged community where a culture of safety, growth, learning, and wholesome family values
ADOPT RESOLUTION 2924 APPROVING AND ADOPTING THE ANNUAL OPERATING BUDGET AND CAPITAL IMPROVEMENT PLAN FOR FISCAL YEAR 2023-2024. - 2 -
may be fostered and where business leaders feel welcomed and supported through win-win partnerships.
ANALYSIS
Shafter is one of the fastest growing cities in California, which has necessitated an increase in personnel. The proposed budget does so in a way that reflects the Council’s strategic priorities, including hiring a new economic development director (in addition to the current business development coordinator). The proposed budget also provides for one-time consulting services of $200,000, which includes $60,000 for branding and the remainder for consulting. The council also approved an administrative analyst within the City Manager’s office to assist on all strategic initiatives. Increases in public safety resources include a new dispatch supervisor, a new records technician, and an information technology specialist, who will be mainly dedicated to supporting police operations. Investment in community services includes: a new associate planner, a conversion of a part-time public transit bus driver into a full-time position, a one-time part-time temporary (one year) extra help for utility billing clerk, and an intern with the potential path for a new administrative analyst within the City Manager’s office. The priority of housing and infrastructure is reflected in the approval of a new engineer and the associate planner, which was previously mentioned. The following table provides a summary of the citywide and General Fund fiscal impact.
The five-year Capital Improvement Plan (CIP) for 2023-2028 is in alignment with current strategic priorities. The five-year plan estimates a $65.48 million with about 80% funded by special capital grants and operating grants such as gas tax, Transportation Development Act (TDA), SB1 Roads & Maintenance, and American Rescue Plan Act (ARPA).
ADOPT RESOLUTION 2924 APPROVING AND ADOPTING THE ANNUAL OPERATING BUDGET AND CAPITAL IMPROVEMENT PLAN FOR FISCAL YEAR 2023-2024. - 3 -
The following General Fund summary includes a balanced budget with an estimated surplus of $298,428. A further overview and analysis are provided under the Executive Summary section.
The City expects to maintain healthy reserves in the General Fund despite an increase in operating costs because of inflation. This budget continues to fund essential services for residents, while also allowing small increases to continue the efforts to enhance those services while being careful not to expand faster than the rate of economic growth.
FISCAL IMPACT
Proposed citywide expenses for FY 2023/2024 are $68.85 million. The proposed Annual Operating Budget is a balanced budget where the general fund revenues exceed the $36.26 million expenditures with an estimated surplus in the amount of $298,428.
CEQA ANALYSIS
ADOPT RESOLUTION 2924 APPROVING AND ADOPTING THE ANNUAL OPERATING BUDGET AND CAPITAL IMPROVEMENT PLAN FOR FISCAL YEAR 2023-2024. - 4 -
The action is exempt from the California Environmental Quality Act (CEQA) because it is not defined as a "project" per Section 15378(b)(4) of the CEQA Guidelines. The action is a government fiscal activity that does not involve any commitment to any specific project that may result in a potentially significant impact on the environment.
APPROVED BY THE CITY ATTORNEY
No
ALTERNATIVES
The city council may direct the management team to modify the proposed budget.
NEXT STEPS
With Council adoption of the 2023/24 Budget, staff will prepare and distribute a final, bound version. Along with printed distribution, the Budget will also be published on the City’s website.
ATTACHMENTS
1. Resolution 2924
2. Annual Operating Budget & Capital Improvement Plan FY 23-24-FINAL
RESOLUTION NO. 2924
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHAFTER
APPROVING AND ADOPTING THE ANNUAL OPERATING BUDGET AND CAPITAL IMPROVEMENT PLAN FOR FISCAL YEAR 2023-2024 AND APPROPRIATING THE
FUNDS NECESSARY TO MEET THE EXPENDITURES SET FORTH THEREIN WHEREAS, in accordance with Section 7.06(A) and (F) of the Charter of the City of Shafter, the City Manager has submitted to the City Council an Annual Budget and Capital Improvement Plan for Fiscal Year 2023/2024 having proposed expenditures and transfers for all City funds on or before the first working day of the last month of the current fiscal year; and WHEREAS, pursuant to section 7.06(F) of the Charter of the City of Shafter, the City Council shall set a dollar amount or percentage of funds limit under which the City Manager may transfer monies between departments, divisions, programs, and accounts within funds and departments; and
WHEREAS, the City Council of the City of Shafter has heretofore considered said budget; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SHAFTER
CALIFORNIA DOES HEREBY
Section 1: Find, Determine and Declare that the Budget for Fiscal Year 2023/2024 in substantially the same form as attached hereto is approved, adopted, and said funding is appropriated.
Section 2: The City Manager, or his or her designee, is authorized to transfer appropriations between departments, divisions, programs and accounts within funds and departments in any amount so long as there is no net increase in appropriations within any individual fund or the City as a whole.
PASSED, APPROVED AND ADOPTED this 20th day of June, 2023.
Chad Givens, Mayor
ATTEST:
Yazmina Pallares, City Clerk
APPROVED AS TO FORM:
_________________________________
Marco A. Martinez, City Attorney
ANNUAL OPERATING BUDGET &
CAPITAL IMPROVEMENT PLAN
2023-2024 "Expanding Dreams, Realizing Possibilities"
This page is intentionally left blank.
2023/24 SHAFTER OPERATING BUDGET 3
Mayor & Council
Chad Givens,
Mayor
Cathy Prout
Mayor Pro Tem
Gilbert T. Alvarado,
Councilmember
Pete Espinoza,
Councilmember
Gustavo Olvera, Jr.,
Councilmember
First Elected December 2016
Term Expires December 2024
Re-Elected December 2020
Appointed Mayor December 2022 (2-year term)
First Elected December 1982
Re-Elected December 1986, 1990, 1994, 1998,
2002, 2006, 2010, 2014, 2018, 2022
Term Expires December 2026
Appointed Mayor Pro Tem December 2022 (2-
year term)
First Elected December 2008
Re-Elected December 2012, 2016, 2020
Term Expires December 2024
First Elected December 2020
Term Expires December 2024
First Elected December 2022
Term Expires December 2026
This page is intentionally left blank.
This page is intentionally left blank.
6 SHAFTER OPERATING BUDGET 2023/24
Citystaff
Bottom (L to R): Rachel Zermeno, Community Engagement Manager; Gabriel A. Gonzalez, City Manager; Carol Chavolla, Human Resources Manager; Yazmina Pallares, City Clerk; Johnny Rubio, Information Technology Manager Top (R to L): Roger Sanchez, Finance Director; Dennis Fidler, Building Official; David Franz, Education Partnership Director; Kevin Zimmermann, Police Chief; Michael James, Public Works Director; Steve Esselman, Planning Director; Bob Meadows, Business Development Director; Not Pictured: Marco Martinez, City Attorney (Contract)
2023/24 SHAFTER OPERATING BUDGET 7
TABLE OF CONTENTS
LETTER FROM THE CITY MANAGER 10
ABOUT SHAFTER 13
community profile 15
BUDGET OVERVIEW 19
executive summary 21
How to read the budget 29
CITYWIDE SUMMARIES 33
CITYWIDE EMPLOYEE COUNT 35
CITYWIDE REVENUES BUDGET CHANGES SUMMARY 36
citywide revenues budget changes by fund 37
CITYWIDE EXPENSES BUDGET CHANGES SUMMARY 38
citywide expenses budget changes by fund 39
CITYWIDE FUND SUMMARY 40
CITYWIDE PROJECTED REVENUES 41
CITYWIDE PROJECTED REVENUES CHART 42
CITYWIDE PROPOSED EXPENSES 43
CITYWIDE PROPOSED EXPENSES CHART 44
GENERAL FUND SUMMARIES 45
GENERAL FUND REVENUES VS EXPENDITURES 46
GENERAL FUND REVENUES 47
GENERAL FUND EXPENDITURES CHART 48
GENERAL FUND BY ACCOUNT CATEGORY SUMMARY 49
GENERAL FUND EXPENDITURES BUDGET CHANGES 50
GENERAL FUND FIVE-YEAR PROJECTION 54
GENERAL FUND ACCOUNT DETAILS 55
GENERAL FUND DEPARTMENTS 59
CITY COUNCIL 61
CITY MANAGER 63
CITY ATTORNEY 64
EDUCATION PARTNERSHIP 67
CITY CLERK 71
ECONOMIC DEVELOPMENT 73
HUMAN RESOURCES 77
8 SHAFTER OPERATING BUDGET 2023/24
FINANCE 79
PLANNING 83
POLICE 87
ANIMAL CONTROL 91
ENGINEERING 95
STREETS 99
PUBLIC FACILITIES 103
BUILDING 107
111
GENERAL FUND REVENUE DETAILS 113
ENTERPRISE FUNDS 115
ENTERPRISE FUNDS EXPENSE BUDGET CHANGES SUMMARY 116
ENTERPRISE FUNDS SUMMARY CHART 118
WATER SUMMARY 119
WASTEWATER SUMMARY 120
REFUSE SUMMARY 121
RAIL SUMMARY 122
DIAL-A-RIDE SUMMARY 123
FIBER SUMMARY 124
WATER FIVE-YEAR PROJECTION 125
WASTEWATER FIVE-YEAR PROJECTION 126
REFUSE FIVE-YEAR PROJECTION 127
WATER 128
WASTEWATER 130
REFUSE 132
RAIL OPERATIONS 134
DIAL-A-RIDE 135
FIBER 137
SPECIAL REVENUE FUNDS 139
SPECIAL REVENUE FUNDS EXPENSE BUDGET CHANGES 140
FEDERAL GRANTS 142
TRANSPORTATION 143
GAS TAX 144
TRAFFIC SAFETY 145
SUPPLEMENTAL LAW ENFORECMENT SERVICES 146
SPECIAL PD SERVICES 147
ASSET FORFEITURE 148
LIGHTING, LANDSCAPE AND MAINTENANCE DISTRICT 149
LOW-MOD INCOME HOUSING 150
2023/24 SHAFTER OPERATING BUDGET 9
CDBG 151
ROAD MAINTENANCE & REHAB 152
INTERNAL SERVICE FUNDS 153
INTERNAL SERVICE FUNDS EXPENSE BUDGET CHANGE 154
INTERNAL SERVICE FUNDS SUMMARY 155
FACILITIES MAINTENANCE SUMMARY 156
SHOP SUMMARY 157
RISK MANAGEMENT SUMMARY 158
INFORMATION TECHNOLOGY SUMMARY 159
FACILITIES MAINTENANCE 160
SHOP 161
RISK MANAGEMENT 162
163
CAPITAL FUNDS & IMPACT FEES 165
CAPITAL & IMPACT FEES FUNDS BUDGET CHANGE 166
CAPITAL IMPROVEMENT PROGRAM (CIP) 169
CIP 170
APPENDIX 185
BUDGET & FISCAL POLICIES 186
COMPENSATION PHILOSOPHY 192
BUDGET ADOPTION RESOLUTION 195
APPROPIATIONS LIMITS RESOLUTION 196
FULL-TIME POSITIONS 198
PART-TIME HOURS 202
SUMMARY OF EMPLOYEE BENEFITS 204
GLOSSARY OF TERMS 211
10 SHAFTER OPERATING BUDGET 2023/24
Honorable Members of the Shafter City Council
I am pleased to present to you the proposed Annual Operating Budget and Capital Improvement Plan (CIP) for the Fiscal Year 2023-2024. The proposed Annual Operating Budget is a balanced budget, and the CIP includes several quality-of-life projects to enhance the City’s recreational amenities. Moreover, it maintains the high levels of service our residents expect.
The budget maintains the conservative fiscal policies of the City Council, while continuing to take significant steps to implement the City's Strategic Goals and the recommendations of the Community Vision project. The strategic planning process continues to be the cornerstone of the Council's ongoing Strategic Goals, which gives employees confidence that the decisions they make and the work they do is consistent with Council and community direction. This year, several strategic capital projects are included in the Capital Improvement Plan and will be constructed over the next five years.
In general, the City of Shafter continues to enjoy a strong financial position with limited debt and a strong fund balance within the General Fund. This financial health has been the result of sound fiscal and budget policies, coupled with a robust economic development program and efficient service delivery models. Shafter’s financial health is above average compared to other cities in the San Joaquin Valley.
The management team is committed to promoting and supporting the strategic priorities including:
economic development, public safety, community services, and housing and infrastructure. The strategic priorities are focused on maintaining an engaged community where a culture of safety, growth, learning, and wholesome family values may be fostered and where business leaders feel welcomed and supported through win-win partnerships.
Shafter is one of the fastest growing cities in California, which has necessitated an increase in personnel. The proposed budget does so in a way that reflects the Council’s strategic priorities, including hiring a new economic development director (in addition to the current business development coordinator). The proposed budget also provides for one-time consulting services of $200,000, which includes $60,000 for branding and the remainder for consulting. The council also approved an administrative analyst within the City Manager’s office to assist on all strategic initiatives. Increases in public safety resources include a new dispatch supervisor, a new records technician, and an information technology specialist, who will be mainly dedicated to supporting police operations. Investment in community services includes: a new associate planner, a conversion of a part-time public transit bus driver into a full-time position, a one-time part-time temporary (one year) extra help for utility billing clerk, and an intern with the potential path for a new administrative analyst within the City Manager’s office. The priority of housing and infrastructure is reflected in the approval of a new engineer and the associate planner, which was previously mentioned. The following table provides a summary of the citywide and General Fund fiscal impact.
LETTER FROM THE CITY MANAGER
2023/24 SHAFTER OPERATING BUDGET 11
Request Description
General Fund
Amount
Other
Funds
Total
Increase
Police - New Records Tech 105,000 - 105,000
Police - New Dispatch Supervisor 121,200 - 121,200
Police - New IT Specialist 108,180 27,045 135,225
Police - Animal Control Veterinary services 16,000 - 16,000 PW - New Engineer 80,000 80,000 160,000
CM - New Analyst 140,000 - 140,000
New Planner 140,000 - 140,000
Convert PT to FT Driver - 50,000 50,000
Economic Development Director 260,000 - 260,000
Sub-Total Ongoing Costs $ 970,380 $ 157,045 $ 1,127,425 The five-year Capital Improvement Plan (CIP) for 2023-2028 is in alignment with current strategic priorities. The five-year plan estimates a $65.48 million with about 80% funded by special capital grants and operating grants such as gas tax, Transportation Development Act (TDA), SB1 Roads & Maintenance, and American Rescue Plan Act (ARPA).
Project Type Project Cost Pct
General $ 11,014,387 16.82%
Parks $ 7,770,000 11.87%
Streets $ 22,131,325 33.80%
Water $ 18,662,327 28.50%
Wastewater 5,900,000 $ 9.01%
Total $ 65,478,039 100.00%
The following General Fund summary includes a balance budget with an estimated surplus of $298,428. A further overview and analysis are provided under the Executive Summary section.
12 SHAFTER OPERATING BUDGET 2023/24
20/21 Actual 21/22 Actual 22/23 Budget
22/23
Projected
23/24
Proposed
Revenues $ 36,272,339 $ 35,028,348 $ 45,017,523 $ 36,782,549 $ 36,546,800 Expenses:
82-Wages & Benefits 11,480,603 12,026,556 13,057,370 12,750,750 13,803,292 83-Planned Operations 2,941,544 3,250,579 4,557,403 4,109,449 4,612,810 85-Required Operations 351,483 426,619 416,247 363,730 505,854 88-Operations -Internal 1,902,117 1,559,736 2,447,067 2,066,900 2,947,916 Debt Service
Operating Expenses $16,675,747 $17,263,490 $20,478,087 $19,290,829 $21,869,872 Operating Income (Loss) $19,596,592 $17,764,858 $24,539,436 $17,491,720 $14,676,928 91-Other Non-Operationa 13,072,888 13,028,615 12,600,000 13,101,000 13,500,000 92-Capital Outlay 393,560 80,678 855,861 534,500 218,500 93-Capital Projects 1,719,737 2,563,171 13,690,031 1,235,000 675,000 79-Transfers-In 199,247 3,677,637 1,440,176 15,607 15,000 94-Transfers-Out - 1,616,600 - - -
Non-Operating Expenses $14,986,938 13,611,427 $25,705,716 $14,854,893 $14,378,500 Net Income/(Loss) $ 4,609,654 $ 4,153,431 $ (1,166,280) $ 2,636,827 $ 298,428 The City expects to maintain healthy reserves in the General Fund despite an increase in operating costs because of inflation. This budget continues to fund essential services for residents, while also allowing small increases to continue the efforts to enhance those services while being careful not to expand faster than the rate of economic growth.
I want to thank the members of the Shafter City Council, the Shafter community, and city staff for working together to develop a fiscally responsible budget that meets our growing community’s needs.
Respectfully submitted,
Gabriel A. Gonzalez
City Manager
DocuSign Envelope ID: EDB5FE30-D4D9-4295-B307-B943B7AC13EF
ABOUT SHAFTER
At a Glance
Community Profile
City History
Shafter Today
0 5,000 10,000 15,000 20,000
American Indian Alaska Native
Asian
Black or African American
Hispanic or Latino
White
Native Hawaiian Pacific Islander
Other
TOTAL POPULATION 20,486
Shafter is one of five cities where housing
production drove population growth 4.3%
Shafter,CA
Shafter's Top
Sales Tax Producers
ARCO AM/PM MINI MARTS
BAKER HUGHES
BAKERSFIELD PIPE & SUPPLY
CEMEX
CHEVRON SERVICE STATIONS
CODE PRECAST
FARM PUMP & IRRIGATION CO
FASTRIP SERVICE STATIONS
GRIMMWAY ENTERPRISES
HELENA INDUSTRIES CO
HONEYWELL INTELLIGRATED
J D RUSH COMPANY
JEFFRIES BROTHERS
MCDONALD'S
MRC GLOBAL
PFG DISTRIBUTION
PRO-BUILD
RICHLAND CHEVROLET
SHELL SERVICE STATIONS
STEELFAB
SUNBELT RENTALS
TARGET DISTRIBUTION
THE HILLMAN GROUP
WILBUR-ELLIS COMPANY
WILLIAMS SONOMA
AT A GLANCE
Incorporated January 20, 1938
RACE & ETHNICITY
Source: 2020 Census and Avenu Insights and Department of Finance 2023 Median Household Income $47,433
Households 5,109
57.3 % Own - 42.7 % Rent
Home Ownership
11.3% of the Population have a
Bachelor's Degree or Higher
Employment
Rate 51.1%
8.7% Without
Health Care
Coverage
COMMUNITY PROFILE
Average Annual High
83 Degrees
Average Annual Low
54 Degrees
Average Rainfall
5 Inches Per Year
Popul a tion : 20,486
A r e a : 38.81 square miles
Lo c a tion : 12 miles northwest of Bakersfield
125 miles north of Los Angeles
265 miles south of Sacramento
Lerdo Highway is a major west/east corridor in
Shafter and connects to Interstate 5 and Hwy 99
freeways. Railways BNSF and Union Pacific also
run north/south through Shafter.
community profile
CITY HISTORY
Two men, William Hagen and Lloyd Tevis looked across a vast land in the Southern San Joaquin Valley and saw the potential for the future and invested their fortune by purchasing railroad grant land from the South Pacific Railroad. They were also able to secure additional government land through the 1874 Desert Land Act.
1890
1898
1912
1913
In 1898, the San Francisco and San Joaquin Valley Railroad was completed through the area, and Henry Jastro, manager of the Kern County Land Co. (KCL) built cattle loading pens and a dock on the railroad for the Jackson ranch. The new location on the railroad was called "Shafter", in honor of General William R. Shafter, the commander of the victorious American army in Cuba during the Spanish-American War of 1898. During this time KCL changed the name of the Jackson Ranch to the Shafter Ranch. General Shafter retired to Kern County.
By 1890, William Hagen and Lloyd Tevis had acquired over 300,000 acres in Kern County and consolidated their holdings into the Kern County Land Company (KCL). Ranches were established near present-day Shafter, including the Jackson Ranch, a cattle and alfalfa operation.
In 1912, Henry Jastro decided to develop the Shafter Ranch into the town site and divided the land into 20-acre parcels for sale to farmers who wanted to settle the area for fruit growing.
In 1913, KCL built a hotel for prospective housing buyers and served as a meeting point for new settlers. The Shafter Hotel originally faced Central Avenue. In 1938, the building was turned ninety-degrees to face James Street to allow construction of a service station on the corner. The Hotel, now called the Green Hotel, due to its color, is still standing and was completely restored by the Green Hotel
Restoration Committee. It was the opening of the Hotel and the official beginning of lot sales in 1913 that mark the beginning of the Shafter Community.
1930 By the 1930s, packinghouses replaced field packing, as the potatoes could be washed, sized, and graded for the market. In 1936, with a nationwide potato shortage, the price for Shafter potatoes increased to a very profitable level. Debts were paid off and an impetus laid for an expanding potato industry. Soon there were over twenty packing sheds in Shafter, shipping out as many as three hundred rail cars per day. Shafter was one of the largest shipping points on the Santa Fe Railway. As cotton and potato profitability declined beginning in the 1980’s, permanent crops took their place, and today about two-thirds of Shafter’s acreage is planted to Almonds, Pistachios, Cherries, or Grapes.
By 1917, the construction of a two-story combination depot had begun. This building serves as the Shafter Museum today. As farmers settled in the surrounding areas, merchants followed, and the business district soon developed along Central Ave. Some of the first were King Lumber Co. (1914), Grant’s Garage (1917), Hitchcock’s Shafter Warehouse (1917), Doolittle’s Blacksmith (1917), George Straub’s Grocery, E.B. Stringham’s Shafter Drug (1919), and Curt Gaede’s Barber Shop (1920). T.V.
Little arrived in 1914 and was the roving “fix-it man”. The first doctor, Dr. Kay, set up practice up in 1920. The First National Bank of Shafter was opened in 1921. 1917
Central Avenue from Central Valley Hwy in mid-1930's
1914 By the fall of 1914, a small building was moved to Shafter to serve as a schoolhouse. This one-room school had 15 students. The Trustees named the new school district “Richland” to identify why Shafter was drawing settlers. By the fall of 1916, a new two-room schoolhouse with an auditorium was built where the City Police Station stands today.
First School House Richland School 1935 Richland Today
1938 In 1938, the City of Shafter was incorporated. Phil Ohanneson was the first mayor. The Utility District was formally merged with the City of Shafter in 1968.
A volunteer fire department was formed in 1923. The city built a fire station in 1940. The volunteers continued to man fires along with city staff until Kern County took over fire service in 1983. The City provided police service continues to this day. Eventually, the Shafter Business Men’s Association became the Shafter Chamber of Commerce and Agriculture which was incorporated in 1947.
CITY HISTORY
Since its beginnings in 1913, Shafter has had a rich history of hard work, innovation, pride, and commitment to being an extraordinary place. Shafter started as a farming community, and today it has evolved into a diverse economic engine with local, regional, national, and international companies all calling Shafter home. While agriculture continues to be an essential part of Shafter life, oil, manufacturing, fiber optics, and logistics are all growing.
Shafter is the smart choice of many and is leading the central valley in offering competitive locations for companies and families to locate and grow.
Shafter is ambitious, global, and independent. It now encompasses over 38.81 square miles with a population of 20,486. Today Shafter’s southern boundary extends to the centerline of Seventh Standard Road, the City of Bakersfield’s northern boundary. Shafter’s commitment to a safe community with quality housing and a goal of providing the best schools has attracted national builders such as Lennar Homes.
Shafter continues to invest in Public Safety, Education, Economic Development, and Infrastructure. Today, the Shafter Education Partnership Department has grown with a recent expansion as part of our partner GAF Roofing initiative. In addition, the Shafter Library was formally reopened in 2022 with the help of our key partner Bakersfield College and help from the community and renamed the Shafter Library and Learning Center.
The Shafter Police Department is truly an all-around law enforcement service organization.
With them, Shafter is ranked as one of the safest cities in California and well respected in the community.
Shafter is not only involved in global trade. We are increasingly a hub in global trade. The Wonderful Industrial Park (WIP) is a major rail-served park near Seventh Standard Road and Santa Fe Way. This location is currently home to Amazon, American Tire Distributors, FedEx, MRC Global, Ross Dress for Less, Target, and Walmart.
The Shafter Airport Industrial Center is located at Highway 99 and Lerdo Highway. This Industrial Center is home to a wide variety of diverse companies. GAF Corporation, one of the nation’s largest building materials manufacturers, has two large facilities here. Other companies calling this part of Shafter home include Performance Food Group, Williams Sonoma, JD Rush, Builders FirstSource, Weststar, and Core & Main.
The core city industrial area has numerous companies, including Insect Lore, the top provider of butterfly kits, insect habitats, and toys for kids, and Code Precast, which provides 25 years of expertise in developing various precast concrete structures throughout the Western United States.
Shafter touches lives throughout the world in many ways. We continue to expand dreams and realize the possibilities. Whether you are dining out, shopping on the internet or at Target or Ross, pumping gas in your car, replacing your tires, or eating carrots, the chances are Shafter had something to do with it.
shafter today
BUDGET OVERVIEW
Citywide Organization Chart
Key Budget Assumptions & Changes
How To Read the Budget
20 SHAFTER OPERATING BUDGET 2023/24
2023/24 SHAFTER OPERATING BUDGET 21
EXECUTIVE SUMMARY
Citywide Overview
The City of Shafter Fiscal Year 2023/2024 Proposed Budget is $68.85 million and is comprised of five operating fund types and the Capital Improvements Program (CIP):
General Fund (administration, planning, building, public safety, etc.) Enterprise Funds (sewer, water, drainage, public transit, rail, etc.) Special Revenue Funds (grants, gas tax, traffic, transportation, LLMD, etc.) Internal Service Funds (risk management, shop, facilities maintenance, and information technology)
Capital Projects Funds (connection fees and impact fees) o Capital Improvement Plan (CIP)
In general, the City of Shafter continues to enjoy a strong financial position with limited debt and a strong fund balance within the General Fund. This financial health has been the result of sound fiscal and budget policies, coupled with a robust economic development program and efficient service delivery models. Shafter’s financial health is above average compared to other cities in the San Joaquin Valley.
The City has diverse operations with multiple funds, and it is necessary to analyze them separately, so that effective decisions can be made about each of them. The major sources of revenue for daily operations are in the General Fund and Enterprise Funds.
Enterprise Funds operate on user fees revenue with the intent to charge users only the cost to provide the service. This “reasonably borne cost recovery” method maintains modest reserves, making it challenging to finance large capital projects. The outlook for each fund group is vastly different and unique financial solutions will be needed for the Enterprise Funds in the next five years.
The City’s financial outlook is subject to the broader economic climate, including issues such as inflation, recession, supply chain disruptions, and increases in unemployment.
We expect higher labor and operating costs compared to previous years, due to inflation and energy costs. Despite these challenging economic factors statewide, local revenues have a more optimistic outlook as the City of Shafter is one of the fastest growing cities in California.
Projected Citywide operating revenues (excluding grants and internal transfers) are $51.58 million with a 4.31% four-year Compound Annual Growth Rate (CAGR). Taxes are the largest component of operating revenues, representing $33.81 million or 65.6% of the total Citywide operating revenues. Taxes increased 4.51% year-over-year and increased by 6.84% CAGR over four years, which has exceeded historical inflation rates.
Citywide, proposed operating expenses (excluding capital expenditures and CIP) account for $45.01 million with a 7.54% four-year CAGR and a 9.51% increase compared to the previous year’s budget. Citywide labor costs account for $17.35 million, which represents
38.55% of the total operating expenses. Labor costs are 12.54% higher compared to the previous year’s budget with a 5.55% four-year CAGR. The following tables on operating revenues and expenses provide a summary of the proposed budget with related changes.
22 SHAFTER OPERATING BUDGET 2023/24
GENERAL FUND OVERVIEW
The General Fund accounts for about 69% of Citywide revenues. The Enterprise Funds account for about 19%. The remainder relates to Impact Fees, Gas Tax, Transportation Development Act (TDA), and other grants. A four-year CAGR for Citywide revenues is
4.31%, which has exceeded historical inflation. The four-year period is from FY 18/19 until 21/22. The General Fund is the largest component of the City budget and its main revenue sources come from Taxes, Licenses/Permits, Fees for Services, Interest Income, and others. Taxes represent about 90% of the General Fund operating revenues. Sales Taxes are the largest revenue type which represents about 80% of taxes or 72% of total General Fund revenues.
The CAGR between FY 18/19 until FY 21/22 was 5.08% during the mentioned four-year period for General Fund Revenues. The Sales Taxes CAGR was 6.06% during the same period. The following is a breakdown for General Fund Revenue budget change and fouryear growth. 22/23
Budget
23/24
Proposed
FY 23 vs 24
Change
Change
Pct
4-Year
CAGR
Taxes 32,356,330 33,814,079 1,457,749 4.51% 6.84%
Fees For Services 10,574,788 10,714,200 139,412 1.32% 4.52% Connection & Impact Fees 3,238,236 4,062,329 824,093 25.45% 1.57% License & Permits 1,234,050 1,294,540 60,490 4.90% 2.29% Fines 38,810 57,930 19,120 49.27% 40.40%
Rents 365,442 405,460 40,018 10.95% -8.00%
Investment Earning 1,116,532 1,227,579 111,047 9.95% -18.09% Citywide Operating Revenues 48,924,188 51,576,117 2,651,929 5.42% 4.31% 22/23
Budget
23/24
Proposed
FY 23 vs 24
Change
Change
Pct
4-Year
CAGR
Labor 15,417,718 17,351,612 1,933,894 12.54% 5.55%
Operations 9,404,116 9,637,515 233,399 2.48% 7.45%
Utilities 3,058,819 3,901,924 843,105 27.56% 7.96%
Debt 618,365 618,365 - 0.00% -35.61%
Other Agreements 12,600,000 13,500,000 900,000 7.14% 10.00% Citywide Operating Expenses 41,099,018 45,009,416 3,910,398 9.51% 7.54%
2023/24 SHAFTER OPERATING BUDGET 23
The Following is a breakdown for General Fund Expenses budget change and four-year growth.
The General Fund cash reserves remain fiscally sound with a total Fund balance of $61.79M at the end of FY 21/22. The unassigned portion of the total General Fund for the same year was $25.54M or 41.92% of the total. The reserves form a strong foundation for future projects and provide flexibility to withstand economic downturns.
Current operating revenues are expected to be adequate to cover operating expenditures, resulting in a modest surplus. The surplus can be used for capital expenses at the council’s direction or continue to increase reserves. While the current state of the economy and inflation pose risks to the city, the bigger challenge is the long-term growth in demand for services.
The projected growth of Shafter’s population has not slowed down and, in fact, Shafter continues to be one of the State’s fastest growing cities. Staff expects Shafter to increase its housing inventory by approximately 10,000 units within the next 10 years. There is a long-term need for additional police officers and increased wastewater and water capacity. Shafter added 3,158 additional residents from 2011 to 2020 which represents an 18% increase. Kern County had an 8% population change during the same period.
Shafter’s 10-year CAGR has been 1.69% compared to 0.80% at the County level.
The City has several agreements with large retailers to share up to 80% of their sales revenues. While sales tax revenues are the “metric” for determining the amount to be shared, the agreements call for the General Fund to be the source of the pass-throughs.
For this reason, the pass-throughs are accounted for as expenditures rather than as 22/23
Budget
23/24
Proposed
FY 23 vs 24
Change
Change
Pct
4-Year
CAGR
Sales Taxes 24,923,460 25,384,910 461,450 1.85% 6.06%
Property Taxes 2,303,582 2,614,380 310,798 13.49% 8.99% Property Taxes - VLF 2,923,950 3,053,830 129,880 4.44% 8.40% Franchise Tax 547,029 1,102,650 555,621 101.57% 17.13%
Fees for Charges 707,622 850,220 142,598 20.15% 8.10%
License & Permits 1,234,050 1,294,540 60,490 4.90% 2.29% Fines 12,290 31,410 19,120 155.57% 156.97%
Rents & Concessions 253,242 345,460 92,218 36.41% -1.79% Investment Earning 750,000 892,220 142,220 18.96% -22.02% General Fund Operating Revenues 33,655,225 35,569,620 1,914,395 5.69% 5.08% 22/23
Budget
23/24
Proposed
FY 23 vs 24
Change
Change
Pct
4-Year
CAGR
Labor 13,057,370 13,803,292 745,922 5.71% 5.97%
Operations 4,557,403 4,612,810 55,407 1.22% 3.85%
Utilities 416,247 505,854 89,607 21.53% 47.98%
Debt - - -
Other Agreements 12,600,000 13,500,000 900,000 7.14% 10.00% Citywide Operating Expenses 30,631,020 32,421,956 1,790,936 5.85% 7.75%
24 SHAFTER OPERATING BUDGET 2023/24
reductions in sales tax revenues. These pass-throughs have historically accounted for about 48% of sales tax revenues. The estimated commitment is about $13.5 for FY 23/24.
The following table shows General Fund revenues vs expenditures and an estimated $298,428 surplus in FY 23/24.
The growth of the city has compelled the City Council to increase capacity in the form of new positions. The proposed budget reflects the strategic priorities including the new hire of economic development director in addition to the current business development coordinator. Furthermore, the City Council has directed one-time consulting services of $200,000 which includes $60,000 for branding and the remainder for consulting. The council also approved an administrative analyst within the City Manager’s office to assist on all strategic initiatives.
Increases to the Police Department include a new dispatch supervisor, a new records technician, and an IT specialist which would be mainly dedicated to support Police operations and related technological infrastructure. Investment in community services includes a new associate planner, a conversion of a part-time public transit bus driver into a full-time position, a one-time part-time temporary (one year) extra help for utility billing clerk, and an intern with the potential path for a new administrative analyst within the City Manager’s office. Housing and infrastructure priority is reflected in the approval of a new engineer and the associate planner which was previously mentioned. The following table provides a summary of the Citywide and General Fund fiscal impact. 19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget
22/23
Projected
23/24
Proposed
Revenues $ 33,862,780 $ 36,272,339 $ 35,028,348 $ 45,017,523 $ 36,782,549 $ 36,546,800 Expenses:
82-Wages & Benefits 10,737,620 11,480,603 12,026,556 13,057,370 12,750,750 13,803,292 83-Planned Operations 2,661,358 2,941,544 3,250,579 4,557,403 4,109,449 4,612,810 85-Required Operations 478,842 351,483 426,619 416,247 363,730 505,854 88-Operations -Internal 1,289,491 1,902,117 1,559,736 2,447,067 2,066,900 2,947,916 Debt Service
Operating Expenses $15,167,311 $16,675,747 $17,263,490 $20,478,087 $19,290,829 $21,869,872 Operating Income (Loss) $18,695,469 $19,596,592 $17,764,858 $24,539,436 $17,491,720 $14,676,928 91-Other Non-Operationa 12,289,110 13,072,888 13,028,615 12,600,000 13,101,000 13,500,000 92-Capital Outlay 195,615 393,560 80,678 855,861 534,500 218,500 93-Capital Projects 2,637,839 1,719,737 2,563,171 13,690,031 1,235,000 675,000 79-Transfers-In 155,948 199,247 3,677,637 1,440,176 15,607 15,000 94-Transfers-Out - 1,616,600 - - - -
Non-Operating Expenses $14,966,616 $14,986,938 13,611,427 $25,705,716 $14,854,893 $14,378,500 Net Income/(Loss) $ 3,728,853 $ 4,609,654 $ 4,153,431 $ (1,166,280) $ 2,636,827 $ 298,428
2023/24 SHAFTER OPERATING BUDGET 25
The previous table provides an overview commitment of ongoing operating costs. The following table provides a summary of one-time requests. The police vehicle replacement is part of the annual vehicle replacement program whereas the other new requests.
ENTERPRISE FUNDS OVERVIEW
The nature of Utility Funds is to recover costs, but the reality is that the demands of capital projects and the pace of inflation show a clear path for depleting the current working capital unless the utility rates are updated within a year. Not only does Shafter face continued population growth, but also increased level of mandates and compliance which puts burdens on existing ratepayers. It is anticipated the city will adopt development impact fees to mitigate the impacts of its residential, commercial, and industrial development.
The Wastewater Fund in conjunction with the City has a 33% ownership of the North of The River Sanitary District (NORSD). The NORSD has plans to expand the wastewater treatment plant which requires commitments from impact fees and rate increases during the upcoming rete study.
The water department has various CIP projects which will be funded by impact fees, grants, and rate increases. Well #21 development is to support the wonderful industrial park. An estimated $1.00 million will come from ARPA, and $1.31 million will come from connection impact fees. Well #22 relates to north Shafter which is expected to be funded by grants and connection impact fees. Also, the city is faced with the mandate to upgrade its water meters by 2025. The ARPA will provide some relief, but rates will need to be adjusted to make up for the remainder.
Request Description
General Fund
Amount
Other
Funds
Total
Increase
Police - New Records Tech 105,000 - 105,000
Police - New Dispatch Supervisor 121,200 - 121,200
Police - New IT Specialist 27,045 108,180 135,225
Police - Animal Control Veterinary services 16,000 - 16,000 PW - New Engineer 80,000 80,000 160,000
CM - New Analyst 140,000 - 140,000
New Planner 140,000 - 140,000
Convert PT to FT Driver - 50,000 50,000
Economic Development Director 260,000 - 260,000
Sub-Total Ongoing Costs $ 157,045$ 1,127,425 970,380 $
Request Description
General Fund
Amount
Finance Model 50,000
Police - Radio Replacement 68,500
Police - Vehicle Replacement 150,000
Economic Development Consulting 40,000
Economic Development Branding 60,000
Economic Development Feasibility 100,000
Sub-Total One Time Request $ 468,500
26 SHAFTER OPERATING BUDGET 2023/24
Multiple mandates on SB1383 propelled the city to outsource the refuse operations. The increases in operating costs will continue to be monitored to determine if rate increases are necessary.
Rail operations have the largest accumulated negative net position, which comes from annual deficits. The City Manager is working with the City Council on some potential business opportunities, but the budget does not reflect significant changes until agreements come to fruition.
The Telecommunication Funds remain in deficit, but the senior management team is optimistic about new industrial park tenants generating additional revenues. Furthermore, we expect a $0.50 million grant to make new fast speed fiber connections to potential residential accounts.
The Transit Fund needs to be subsidized by grants including TDA, Section 5311, CARES, and ARPA. The City Council approved the conversion of a part-time bus driver into a fulltime position. The increase in capacity will allow Saturday services, succession planning, improved coordination on CHP compliance and scheduling. The San Joaquin Valley Air Control District has approved a $0.40 million grant for the purchase of an electric bus and one or two hybrid vans.
SPECIAL REVENUE FUNDS OVERVIEW
Various special revenue funds have negative fund balances, but that is because various capital projects take multiple years which will allow various grant funding sources to recover the project costs. The special revenue funds are a mechanism to transfer cash to projects over multiple years. The General Fund is not affected unless the City Council approves any local match program related to federal and state grants. The main projects are funded by SB1, gas tax, and TDA are for local transportation, streets, and road maintenance.
The upcoming fiscal year includes capital project grants including $6.00 million for a police substation.
Project # Project Description
Prior Year
Actuals
Five-Year
Projection
WA00001 Major Well or Casing Repairs 902,203 950,000
WA00002 Water Tank Improvements 842,387 675,000
WA00003 Well Maintenance Projects 194,776 950,000
WA00005 SCADA Projects 71,008 350,000
WA00007 Water Meter Retrofits 1,429,924 1,050,000
WA00012 General Water Main Replacement 154,234 825,000
WA00015 Well 21 Development 308,194 2,312,327
WA00016 Well 22 Development 22,238 3,800,000
WA00017 Water Meter - New Installations 0 1,750,000
WA00018 Water Tank 6 - WIP 0 2,750,000
WA00019 Water Tank 7 - NPNS 0 3,250,000
Total Water Projects 3,924,964$ 18,662,327$
2023/24 SHAFTER OPERATING BUDGET 27
The Clean California Grant awarded $4.65 million which consists of the rehabilitation and enhancement of existing recreational public spaces within the historic core of Shafter.
Specifically, the Project will rehabilitate and enhance the following five public spaces: (1) Shafter Aquatic Center, (2) Shafter Skate Park, (3) Mannel Park, (4) Veterans Park, and (5) James Street Corridor between Lerdo Highway and Shafter Avenue (including Stringham Park).
A Prop 68 grant will fund the new Shafter Community Park in North Shafter. The new park will have recreational amenities for all age groups, for example: four baseball fields with lighting, two softball fields with lighting, three soccer fields with lighting, two handball courts with lighting, three basketball courts with lighting, three universal indoor soccer/basketball courts with lighting, a playground with lighting, two picnic areas, five shade structures, restroom building, restroom/concessions building, park storage building, park office, three parking lots, with lighting and landscaping throughout the park.
Capital Improvement Program (CIP)
The total five-year CIP is estimated at $65.48 million, which includes $10.75 million for Fiscal Year 22/23 and $25.19 million for Fiscal Year 23/24. The direct impact to General Fund is $0.34 million for Fiscal Year 22/23 and $0.68 million estimated for Fiscal Year 23/24. The following is a list of General Fund CIP projects. Further details are available on the CIP report which was approved on April 18. 2023.
A summary of five-year CIP by project type:
CIP Description
22-23
Estimate
23-24
Proposed
GE00006 - City Hall Improvements - 250,000
GE00007 - PW Yard Improvements 50,000 -
PF00001 - ADA Upgrades at Public Facilities 100,000 -
PF00002 - Aquatic Center 31,250 312,500
ST00034 - 2023 James St. Streetlight Project 6,250 25,000 PK00005 - 2022 Park Lighting Improvements 43,750 -
PK00007 - Stringham Park Transit Improvements - 93,750
PK00009 - Skate Park Improvements 93,750 3,750
Total CIP 335,000 675,000
Project Type Project Cost Pct
General $ 11,014,387 16.82%
Parks $ 7,770,000 11.87%
Streets $ 22,131,325 33.80%
Water $ 18,662,327 28.50%
Wastewater 5,900,000 $ 9.01%
Total $ 65,478,039 100.00%
28 SHAFTER OPERATING BUDGET 2023/24
A summary of five-year CIP by project funding source:
SUMMARY
The City of Shafter will continue to prosper for the next decade. There is a direct correlation between this growth and the need to build operational capacity to meet the service demand and delivery of City services. The proposed FY 2023/2024 Operating Budget includes policy and operational initiatives consistent with our Strategic Goals.
The City expects to maintain healthy reserves within the General Fund despite an increase in operating costs because of inflation and increased capacity. We will need to monitor economic conditions as they could have a negative long-term impact sales tax, utility billing, and property taxes.
The management team is committed to promoting and supporting the strategic priorities including: economic development, public safety, community services, and housing and infrastructure. The strategic priorities are focused on maintaining an engaged community where a culture of safety, growth, learning, and wholesome family values may be fostered and where business leaders feel welcomed and supported through win-win partnerships.
Funding Source Total Pct
General Fund -0100 1,610,000 2.46%
ARPA -0200 3,455,387 5.28%
FED Grant -0200 11,949,564 18.25%
Traffic Mitigation -0305 245,761 0.38%
TDA -0204 7,256,000 11.08%
Gas Tax -0203 2,826,000 4.32%
Water Connection -0303 1,687,327 2.58%
Wastewater Connection -0301 150,000 0.23%
Roads & Maint. SB1 -0207 2,474,000 3.78%
Fiber -5004 549,000 0.84%
State Grant -0308 14,300,000 21.84%
Water Rate -5002 6,275,000 9.58%
Water Grant -5002 6,950,000 10.61%
WW Rate -5000 5,750,000 8.78%
Other Funding - 0.00%
Total 65,478,039 100.00%
2023/24 SHAFTER OPERATING BUDGET 29
BUDGET PURPOSE
What is an annual budget?
The City of Shafter's annual budget is essentially a guidebook for achieving the goals for the year set by your elected Council during an annual strategic planning process. Its primary purpose is to link goals with the resources needed to achieve them. The Council's goals for the fiscal year can be found in the letter to the Council (the “Budget Message”) at the beginning of this document. The budget is based on a fiscal year that runs from July 1 of one year to June 30 of the following year.
Shafter's budget is not just a compilation of expenses and income for the year as many budgets are but goes well beyond that to paint a comprehensive picture of the direction the City is taking as an organization. Overall revenue and expense figures are detailed in the budget, but the document gets much more specific. Finances are broken down into subdivisions of each City department with detail provided for each activity proposed during the fiscal year.
BUDGET ORGANIZATION
How is the budget laid out?
Shafter's budget is designed to provide complicated financial information about the City in an easy-to-read format. Our hope is that increased citizen understanding of how local government operates will lead to greater participation by citizens in the governmental process. That is one of the Council’s top goals.
The budget begins with an Introduction section – which includes the Budget Message from the City Manager – followed by ten sections providing financial information about the City: City-wide summary; General Fund operating budget by department/division; enterprise funds; community correctional facility funds; special revenue funds; capital project funds; internal service funds; five-year capital improvement plan; summary of authorized staffing; and long term debt schedule. The following is a description of each section and how to understand the information presented.
Introduction
The Introduction section begins with the Budget Message. This is a letter from the City Manager to the Council that sets forth the key fiscal issues facing the City and how the Budget responds to them. It also outlines top Council goals for the year and provides a general overview of the Budget. The Budget Message is followed by a summary of significant operating program changes; budget and fiscal policies; this guide to reading and understanding the budget; a listing of key City staff and officials; organization chart; and resolutions approving the budget as well as the appropriations limit for the year.
Financial Schedules
City-Wide Summary
This section provides a financial overview of the entire Budget by providing a summary of all funds within the City listed by fund type. This schedule includes each fund’s projected fund balance at the beginning of the year; all budgeted revenues, expenditures and financing sources (uses) for that fund; and projected ending fund balance. It also includes a graphical overview of Citywide expenditure for the year by funding source.
HOW TO READ THE BUDGET
30 SHAFTER OPERATING BUDGET 2023/24
General Fund Operating Budget
The General Fund is the largest fund within the City’s budget and consists of eighteen different operating departments or divisions providing a broad range services from the police department to streets and roads maintenance. Unlike all other funds in the City’s Budget, General Fund resources are unrestricted in their use, and with the exception of user charges, can be allocated by the Council for any governmental purpose.
This section begins with a one-page summary of all the activity within the fund along with beginning and ending projected fund balances. This summary is followed by a recurring revenue and expenditure analysis, which is a unique component to the City’s Budget. This analysis takes the Budget year revenue projections and approved appropriations, and adjusts for non-recurring revenues and expenditures, showing a recurring surplus or gap. This is the primary tool used by the Council and management to quantify expenditure commitments and ensure on going fiscal sustainability.
Following this analysis are summary and detailed schedules for revenues and expenditures, followed by individual budgets for each operating department or division within the General Fund. Each operating department/division budget includes a description of its functions along with goals and additional information relevant to the current budget year. The next two pages after the description and summary are individual operational budgets with two years of actual results; current year budget and year-end projections, and adopted budget for the coming fiscal year; and summary of authorized staffing levels included within that budget.
Enterprise Fund Budgets
Many functions performed by the City are treated as separate operations to ensure fiscal independence and legal compliance, even though several independent funds may be managed by a single department. For example, water, sewer and refuse (garbage pick-up) services all are managed by the Public Works Department, but details for each activity are provided in separate operating budgets. Each activity contains a description of the functions and goals for that activity, followed by a breakdown of all expenses estimated for that activity in the current budget year. Previous years also are shown for comparison.
The operations included as enterprise funds are uniquely different than other fund types in that they are intended to be funded solely through user rates or fees for services (or external revenues dedicated to that purpose, such as grant revenues for transit operations). In that regard, these operations most closely resemble private sector enterprises.
Special Revenue Funds
Special revenue funds are specific funding sources that must be accounted for and used for a specific purpose. The revenues included in these funds are typically grants or taxes that are contractually or legally restricted in their use. For example, gas taxes received by the City must be used for the construction or maintenance of streets and roads, and are required by the State to be accounted for in a separate fund. Each special revenue fund is formatted in a similar fashion with a one-page summary including a description and additional information, and second page including the detailed beginning fund balance, revenues and expenditures detail, and ending fund balance. As with the other budgets, historical information is provided for reference purposes.
Capital Project Funds
Capital project funds account for the collection and expenditure of fees levied specifically for capital expansion and capital projects. For example, an impact fee is charged to new wastewater customers based on the treatment plant capacity the new user is consuming. This fee is used to pay for future expansions of the treatment plant. Similar fees may be charged for parks, traffic, water utilities and other types of future capital expansion but they are always
2023/24 SHAFTER OPERATING BUDGET 31
proportional to the impact of the new development on that particular asset. The layout of the budgets within this section is the same as described within the Special Revenue Funds section above.
Internal Service Funds
Internal Service Funds are funds such as Building Maintenance and Shop Maintenance that provide services to other departments within the City and not outside customers. The revenue to the internal services funds is based on an allocation of costs to the departments they provide services to. Internal service funds are essentially run on a cost recovery basis and should not generate a surplus or deficit. The layout of the budgets within this section is the same as described within the Special Revenue Funds section above.
Capital Improvement Plan
The Capital Improvement Plan (CIP) sets forth capital improvement projects for the past two years, current fiscal year and the next five years. These schedules are grouped by type of projects and then by funding source. Unlike operational budgets, appropriations for CIP projects do not lapse at year end, unless the project is completed. Unspent appropriations continue to be authorized for expenditure in the next fiscal year unless specifically reduced through action of the Council.
Authorized Staffing
The Authorized Staffing section lists all authorized regular full-time employees. In governmental budgeting it is common to allocate one position to several funds or departments based on their work responsibilities. This schedule shows the allocation of all positions between their various funds and departments for the last two years, current fiscal year and Budget year.
Long Term Debt Schedule
This section contains a listing of all City long-term debt, including the fund responsible for the debt, a brief description of the debt and its associated terms, and a current balance and payment due on that debt.
This page is intentionally left blank.
CITYWIDE SUMMARIES
Citywide Budget Changes in Revenues
Citywide Budget Changes in Expenses
Fund Summary & Fund Balances
Revenue Projections
Revenue Chart
Proposed Expenses
Expense Chart
34 SHAFTER OPERATING BUDGET 2023/24
2023/24 SHAFTER OPERATING BUDGET 35
Citywide Authorized FT Positions
Position FY 21/22 FY 22/23 FY 23/24
YoY
Change
City Manager 5.00 4.00 5.00 1.00
Building 9.00 9.00 8.00 (1.00)
Police 42.00 43.00 46.00 3.00
Animal Control 4.00 4.00 4.00 -
Economic Development 1.00 1.00 2.00 1.00
Planning 2.00 2.00 3.00 1.00
Education Partnership 2.00 2.00 2.00 -
Public Works 32.00 34.00 34.00 -
Finance 7.00 7.00 7.00 -
Public Transit 1.00 1.00 2.00 1.00
Information Technology 3.00 3.00 6.00 3.00
Human Resources 3.00 3.00 3.00 -
Citywide Full-Time 111.00 113.00 122.00 9.00
Citywide Authorized PT Positions
Position FY 21/22 FY 22/23 FY 23/24
YoY
Change
City Manager - - - -
Building - - 1.00 1.00
Police - - - -
Animal Control - - - -
Economic Development - - - -
Planning - - - -
Education Partnership 17.00 17.00 17.00 -
Public Works 1.00 1.00 1.00 -
Finance 1.00 - 1.00 1.00
Public Transit 3.00 3.00 2.00 (1.00)
Information Technology 1.00 1.00 1.00 -
Human Resources - - - -
Citywide Part-Time 23.00 22.00 23.00 1.00
CITYWIDE EMPLOYEE COUNT
36 SHAFTER OPERATING BUDGET 2023/24
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Category 2020/21 2021/22 2022/23 2023/24 Change Chg Total 70-Taxes 29,702,538 32,096,307 32,356,330 33,814,079 1,457,749 4.5% 50% 71-Fees for Service 10,815,994 10,358,074 10,574,788 10,714,200 139,412 1.3% 16% 72-Connection/Impact Fe 5,232,816 3,804,152 3,238,236 4,062,329 824,093 25.4% 6% 73-License & Permits 1,807,576 1,374,581 1,234,050 1,294,540 60,490 4.9% 2% 74-Fines, Forfeitures, 101,991 117,314 38,810 57,930 19,120 49.3% 0% 75-Rents & Concessions 323,044 346,831 365,442 405,460 40,018 11.0% 1% 76-Investment Earnings 1,220,844 1,430,794 1,116,532 1,227,579 111,047 9.9% 2% 77-Grants & Donations 3,415,599 3,737,665 16,470,329 7,782,080 (8,688,249) -52.8% 12% 78-Other Revenue 1,015,986 414,452 96,900 325,500 228,600 235.9% 0% 79-Transfers-In 220,851 5,429,438 5,989,009 3,115,000 (2,874,009) -48.0% 5% 80-Operations -Internal 3,956,630 2,989,164 4,972,596 4,347,698 (624,898) -12.6% 6% Total $57,813,869 $62,098,772 $76,453,022 $67,146,395 ($9,306,627) -12.2% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total General 36,471,586 38,705,985 46,457,699 36,561,800 (9,895,899) -21.3% 54% Total General Funds 36,471,586 38,705,985 46,457,699 36,561,800 (9,895,899) -21.3% 54% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total Water Operations 5,301,458 6,999,027 8,522,000 8,857,500 335,500 3.9% 13% Wastewater Operations 2,409,336 2,586,888 2,735,000 2,835,000 100,000 3.7% 4% Refuse 1,240,972 1,446,618 1,445,530 1,545,530 100,000 6.9% 2% Rail Operations 18,900 2,372 137,700 75,000 (62,700) -45.5% 0% Public Transit 430,579 272,617 446,360 858,960 412,600 92.4% 1% Telecommunications 179,192 311,918 165,886 704,100 538,214 324.4% 1% Total ENT Funds 9,580,437 11,619,440 13,452,476 14,876,090 1,423,614 10.6% 22% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Division 2020/21 2021/22 2022/23 2023/24 Change Chg Total None 31,487,690 31,782,375 32,995,807 33,565,400 569,593 1.7% 50% City Manager 25 13 - 20 20 #.0% 0%
Education Partnership 2,741 44,018 26,564 13,000 (13,564) -51.1% 0% Business Development - - - - #.0% 0%
Human Resources - 850 - 850 850 #.0% 0%
Finance 1,223,819 1,747,150 2,604,027 1,177,250 (1,426,777) -54.8% 2% Risk Management 893,360 1,092,759 1,061,566 1,121,100 59,534 5.6% 2% Public Transit 430,579 272,617 446,360 858,960 412,600 92.4% 1% Planning 511,364 379,125 324,500 379,440 54,940 16.9% 1% Police 607,728 493,264 401,097 348,790 (52,307) -13.0% 1% Animal Control 28,220 56,151 15,150 21,870 6,720 44.4% 0% Engineering 1,073,153 196,994 293,650 196,020 (97,630) -33.2% 0% Streets 6,232,663 9,365,043 11,503,333 9,866,841 (1,636,492) -14.2% 15% Water 5,538,313 7,125,448 8,740,404 9,117,904 377,500 4.3% 14% Wastewater 4,798,819 4,659,854 4,319,000 4,595,000 276,000 6.4% 7% Refuse 1,253,074 1,451,687 1,451,238 1,551,238 100,000 6.9% 2% Rail 18,900 2,372 137,700 75,000 (62,700) -45.5% 0%
Vehicle Maintenance 344,575 276,670 257,846 257,848 2 .0% 0% Public Facilities 193,133 95,714 8,966,005 25,464 (8,940,541) -99.7% 0% Building Inspection 1,730,583 1,255,521 1,152,040 1,156,540 4,500 .4% 2% Code Compliance 51,984 2,450 1,040 2,440 1,400 134.6% 0% Facility Maintenance 258,783 427,390 370,439 474,050 103,611 28.0% 1% Information Technology 955,171 1,059,389 1,219,370 1,637,270 417,900 34.3% 2% Telecommunications 179,192 311,918 165,886 704,100 538,214 324.4% 1% Total $57,813,869 $62,098,772 $76,453,022 $67,146,395 ($9,306,627) -12.2% 100%
CITYWIDE REVENUES BUDGET CHANGES SUMMARY
Citywide budget narrative:
Citywide revenues and expenses are meant to provide a general overview. Each fund has its own independent set of accounts which would indicate whether a surplus or deficit is estimated for the upcoming year. Each fund is analyzed independent of each other. Current year Citywide estimates include prior year approved carryovers related to multi-year capital projects which may have future grant revenue.
2023/24 SHAFTER OPERATING BUDGET 37
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total Federal Grants 1,473,083 2,497,487 7,328,726 5,088,650 (2,240,076) -30.6% 8% Transportation 309,729 344,879 856,173 850,000 (6,173) -.7% 1% State Gas 450,981 492,957 542,912 542,912 .0% 1%
Traffic Safety 74,092 74,092 29,520 29,520 .0% 0%
SLESF 161,683 166,684 5,000 - (5,000) -100.0% 0%
Special PD Services - 40 - - #.0% 0%
Asset Forfeitures 2,990 2,991 3,000 3,000 .0% 0%
LLMD 706,226 756,074 697,790 697,790 .0% 1%
Low-Mod Income Housing 26,556 26,571 25,000 25,000 .0% 0% CDBG 60,236 5,064 - - #.0% 0%
Road Maint & Rehab 378,946 411,728 411,762 423,529 11,767 2.9% 1% Total Revenues Funds 3,644,522 4,778,567 9,899,883 7,660,401 (2,239,482) -22.6% 11% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total Facility Maintenance 258,783 427,390 370,439 474,050 103,611 28.0% 1% Vehicle Maintenance 344,575 276,670 257,846 257,848 2 .0% 0% Risk Management 893,360 1,092,759 1,061,566 1,121,100 59,534 5.6% 2% Information Technology 849,871 989,803 1,118,370 1,536,270 417,900 37.4% 2% Total ISF Funds 2,346,589 2,786,622 2,808,221 3,389,268 581,047 20.7% 5% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Revenues by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total Water CIP 236,855 126,421 218,404 260,404 42,000 19.2% 0% Wastewater CIP 2,389,483 2,072,966 1,584,000 1,760,000 176,000 11.1% 3% Resufe CIP 12,102 5,069 5,708 5,708 .0% 0%
Park CIP 5,378 14,743 7,329 15,544 8,215 112.1% 0%
Asset Replacement 292,050 69,586 385,580 385,580 .0% 1% Traffic Mitigation 2,833,262 1,917,767 1,630,000 2,230,000 600,000 36.8% 3% Median Mitigation 1,605 1,606 3,722 1,600 (2,122) -57.0% 0% Total CAP Funds 5,770,735 4,208,158 3,834,743 4,658,836 824,093 21.5% 7% Total $57,813,869 $62,098,772 $76,453,022 $67,146,395 ($9,306,627) -12.2% 100%
CITYWIDE REVENUES BUDGET CHANGES BY FUND
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Category 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 14,082,879 14,581,997 15,417,718 17,351,612 1,933,894 12.5% 25% 83-Planned Operations 5,984,585 6,672,724 9,404,116 9,637,515 233,399 2.5% 14% 85-Required Operations 2,869,150 3,302,702 3,058,819 3,901,924 843,105 27.6% 6% 88-Operations -Internal 3,569,454 2,999,239 4,879,934 5,460,982 581,048 11.9% 8% 90-Debt Service 5,826 4,227 618,365 618,365 .0% 1%
91-Other Non-Operationa 12,834,794 13,028,615 12,600,000 13,500,000 900,000 7.1% 20% 92-Capital Outlay 416,573 80,678 1,171,615 618,500 (553,115) -47.2% 1% 93-Capital Projects 3,361,088 3,058,685 30,846,987 14,644,387 (16,202,600) -52.5% 21% 94-Transfers-Out 220,851 5,438,121 5,989,009 3,115,000 (2,874,009) -48.0% 5% Total $43,345,200 $49,166,988 $83,986,563 $68,848,285 ($15,138,278) -18.0% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Division 2020/21 2021/22 2022/23 2023/24 Change Chg Total None 609,865 80,826 - 50,000 50,000 #.0% 0%
City Council 56,514 118,045 128,988 156,482 27,494 21.3% 0% Planning Commission 2,473 2,659 2,640 3,332 692 26.2% 0% City Manager 902,164 646,134 689,652 824,428 134,776 19.5% 1% Education Partnership 778,205 1,113,336 1,108,009 1,075,074 (32,935) -3.0% 2% City Clerk 198,770 228,740 268,429 296,316 27,887 10.4% 0% Business Development 446,246 389,091 465,385 817,226 351,841 75.6% 1% Business Incentives 12,248,022 13,017,400 12,750,000 13,650,000 900,000 7.1% 20% City Attorney 343,716 379,654 350,000 350,000 .0% 1%
Human Resources 412,042 433,926 545,662 506,569 (39,093) -7.2% 1% Finance 1,513,525 1,234,655 1,197,952 1,075,985 (121,967) -10.2% 2% Risk Management 891,861 1,095,429 1,061,566 1,121,154 59,588 5.6% 2% Public Transit 345,783 312,335 373,627 909,608 535,981 143.5% 1% Planning 638,642 525,109 1,019,514 1,001,552 (17,962) -1.8% 1% Police 7,423,655 7,353,552 8,551,712 9,033,465 481,753 5.6% 13% Animal Control 511,109 560,890 665,647 699,673 34,026 5.1% 1% Engineering 1,077,433 1,042,573 1,019,370 1,059,434 40,064 3.9% 2% Streets 4,081,442 8,361,568 19,910,660 13,437,284 (6,473,376) -32.5% 20% Water 3,569,134 5,414,558 11,161,428 8,859,576 (2,301,852) -20.6% 13% Wastewater 1,565,807 1,510,411 3,398,548 3,954,644 556,096 16.4% 6% Refuse 1,278,435 1,120,244 1,624,602 1,839,328 214,726 13.2% 3% Rail 153,967 129,120 56,337 63,355 7,018 12.5% 0%
Vehicle Maintenance 321,900 272,751 268,061 253,069 (14,992) -5.6% 0% Public Facilities 1,721,637 1,097,727 13,980,113 3,590,374 (10,389,739) -74.3% 5% Building Inspection 1,043,591 1,040,378 1,201,273 1,226,186 24,913 2.1% 2% Code Compliance 156,109 144,624 217,239 151,935 (65,304) -30.1% 0% Facility Maintenance 254,815 433,252 393,452 519,308 125,856 32.0% 1% Information Technology 685,666 909,956 1,309,754 1,535,461 225,707 17.2% 2% Telecommunications 112,672 198,045 266,943 787,467 520,524 195.0% 1% GIS Maps - - - - #.0% 0%
Total $43,345,200 $49,166,988 $83,986,563 $68,848,285 ($15,138,278) -18.0% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total General 31,861,932 34,552,554 47,623,979 36,263,372 (11,360,607) -23.9% 53% Total General Funds 31,861,932 34,552,554 47,623,979 36,263,372 (11,360,607) -23.9% 53% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total Water Operations 3,569,134 3,797,958 11,161,428 8,609,576 (2,551,852) -22.9% 13% Wastewater Operations 1,422,671 1,400,954 3,148,548 3,754,644 606,096 19.3% 5% Refuse 1,278,435 1,120,244 1,624,602 1,839,328 214,726 13.2% 3% Rail Operations 153,967 129,120 56,337 63,355 7,018 12.5% 0% Public Transit 345,783 312,335 373,627 909,608 535,981 143.5% 1% Telecommunications 112,672 198,045 266,943 787,467 520,524 195.0% 1% Total ENT Funds 6,882,662 6,958,656 16,631,485 15,963,978 (667,507) -4.0% 23%
CITYWIDE EXPENSES BUDGET CHANGES SUMMARY
38 SHAFTER OPERATING BUDGET 2023/24
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total Federal Grants 556,591 855,353 5,940,176 9,504,037 3,563,861 60.0% 14% Transportation 309,728 344,880 1,528,283 1,637,000 108,717 7.1% 2% State Gas - - 1,751,233 634,000 (1,117,233) -63.8% 1%
Traffic Safety - 18,171 4,520,000 - (4,520,000) -100.0% 0% SLESF 156,727 151,078 - 15,000 15,000 #.0% 0%
Special PD Services 1,882 - - - #.0% 0%
LLMD 561,126 627,355 610,424 636,556 26,132 4.3% 1%
CDBG 69,212 - - - #.0% 0%
Road Maint & Rehab 640,308 1,555 1,200,550 466,000 (734,550) -61.2% 1% Total Revenues Funds 2,295,574 1,998,392 15,550,666 12,892,593 (2,658,073) -17.1% 19% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total Facility Maintenance 254,815 433,252 393,452 519,308 125,856 32.0% 1% Vehicle Maintenance 321,900 272,751 268,061 253,069 (14,992) -5.6% 0% Risk Management 891,861 1,095,429 1,061,566 1,121,154 59,588 5.6% 2% Information Technology 685,666 909,956 1,309,754 1,535,461 225,707 17.2% 2% Total ISF Funds 2,154,242 2,711,388 3,032,833 3,428,992 396,159 13.1% 5% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Budget Expenses by Fund Group 2020/21 2021/22 2022/23 2023/24 Change Chg Total Water CIP - - - - #.0% 0%
Wastewater CIP 143,136 109,457 250,000 200,000 (50,000) -20.0% 0% Traffic Mitigation 7,654 2,836,541 897,600 99,350 (798,250) -88.9% 0% Total CAP Funds 150,790 2,945,998 1,147,600 299,350 (848,250) -73.9% 0% Total $43,345,200 $49,166,988 $83,986,563 $68,848,285 ($15,138,278) -18.0% 100%
CITYWIDE EXPENSES BUDGET CHANGES BY FUND
Citywide budget narrative:
Citywide revenues and expenses are meant to provide a general overview. Each fund has its own independent set of accounts which would indicate whether a surplus or deficit is estimated for the upcoming year. Each fund is analyzed independent of each other. Current year Citywide estimates include prior year approved carryovers related to multi-year capital projects which may have future grant revenue.
Note: Revenues include Transfers
2023/24 SHAFTER OPERATING BUDGET 39
21/22 Bal 22/23 Est. Bal
23/24
Revenues
23/24
Operating
Expenses 23/24 Capital Transfers
23/24 Ending
Bal.
General Fund
Non-Spendable 1,343,814 1,343,814 - - - - 1,343,814
Restricted - - - - - - -
Assigned 34,542,535 37,542,535 - - - - 37,542,535
Unassigned 25,899,446 25,536,273 36,546,800 21,869,872 14,393,500 15,000 25,834,701 Sub-Total General Fund $61,785,795 $64,422,622 $36,546,800 $21,869,872 $14,393,500 $15,000 $64,721,050 Enterprise Funds
Water Operations 3,569,965 3,818,476 5,857,500 5,929,576 2,680,000 3,000,000 4,066,400 Wastewater Operations 3,167,899 3,315,079 2,735,000 2,454,644 1,300,000 100,000 2,395,435 Refuse 630,914 327,032 1,545,530 1,839,328 - - 33,234
Rail Operations (1,480,928) (1,597,063) 75,000 63,355 - - (1,585,418) Public Transit (27,094) 223,120 858,960 509,608 400,000 - 172,472 Telecommunications (577,503) (531,738) 704,100 238,467 549,000 - (615,105) Sub-Total Enterprise Funds $5,283,253 $5,554,906 $11,776,090 $11,034,978 $4,929,000 $3,100,000 $4,467,018 Special Revenue Funds
Federal Grants 1,570,254 472,900 5,088,650 - 6,504,037 (3,000,000) (3,942,487) Transportation (32,546) (2,061,546) 850,000 - 1,637,000 - (2,848,546) State Gas 1,816,439 2,079,439 542,912 - 634,000 - 1,988,351 Traffic Safety 224,765 293,765 29,520 - - - 323,285
SLESF 255,807 405,472 - - - (15,000) 390,472
Special PD Services 3,544 3,544 - - - - 3,544
Asset Forfeitures 194,434 197,434 3,000 - - - 200,434
LLMD - 120,903 697,790 636,556 - - 182,137
Low-Mod Income Housing 1,727,063 1,754,063 25,000 - - - 1,779,063 CDBG (3,887) 42,113 - - - - 42,113
Road Maint & Rehab 433,886 404,886 423,529 - 466,000 - 362,415 Sub-Total Special Revenue Funds $6,189,757 $3,712,971 $7,660,401 $636,556 $9,241,037 ($3,015,000) ($1,519,221) Internal Service Funds
Facility Maintenance 3 (101,943) 474,050 519,308 - - (147,201) Vehicle Maintenance (2) 70,871 257,848 253,069 - - 75,650 Risk Management (2) (383,097) 1,121,100 1,121,154 - - (383,151) Information Technology 255,916 281,389 1,536,270 1,535,461 - - 282,198 Sub-Total Internal Service Funds $255,915 ($132,780) $3,389,268 $3,428,992 $0 $0 ($172,504) Capital & Impact Fees
Water CIP 1,462,218 314,891 260,404 - - - 575,295
Wastewater CIP 7,638,909 9,363,909 1,760,000 - 100,000 (100,000) 10,923,909 Resufe CIP 301,767 306,967 5,708 - - - 312,675
Park CIP 69,373 175,373 15,544 - - - 190,917
Asset Replacement 4,522,909 4,816,909 385,580 - - - 5,202,489 Traffic Mitigation 9,470,555 11,949,085 2,230,000 - 99,350 - 14,079,735 Median Mitigation 104,385 106,385 1,600 - - - 107,985
Sub-Total Capital & Impact Fees $23,570,117 $27,033,520 $4,658,836 $0 $199,350 ($100,000) $31,393,006 Total Citywide Revenues $97,084,837 $100,591,239 $64,031,395 $36,970,398 $28,762,887 $0 $98,889,349 2023/24 CITYWIDE FUND BALANCE SUMMARY
CITYWIDE FUND SUMMARY
40 SHAFTER OPERATING BUDGET 2023/24
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget
22/23
Projected
23/24
Proposed
General Fund $ 34,018,728 $ 36,471,586 $ 38,705,985 $ 46,457,699 $ 36,798,156 $ 36,561,800 Enterprise Funds
Water Operations 4,491,695 5,301,458 6,999,027 8,522,000 5,237,500 8,857,500 Wastewater Operations 7,083,091 2,409,336 2,586,888 2,735,000 2,544,000 2,835,000 Refuse $1,056,593 $1,240,972 $1,446,618 $1,445,530 $1,502,520 $1,545,530 Rail Operations 133,790 18,900 2,372 137,700 - 75,000
Public Transit 464,373 430,579 272,617 446,360 609,300 858,960 Telecommunications 164,402 179,192 311,918 165,886 189,200 704,100 Sub-Total Enterprise Funds $13,393,944 $9,580,437 $11,619,440 $13,452,476 $10,082,520 $14,876,090 Special Revenue Funds
Federal Grants 1,671,691 1,473,083 2,497,487 7,328,726 2,482,176 5,088,650 Transportation 43,052 74,092 74,092 29,520 69,000 29,520 State Gas $163,418 $161,683 $166,684 $5,000 $165,272 $0 Traffic Safety - - 40 - - -
SLESF 5,857 2,990 2,991 3,000 3,000 3,000
Special PD Services 535,507 706,226 756,074 697,790 712,000 697,790 Asset Forfeitures 52,026 26,556 26,571 25,000 27,000 25,000 LLMD - 60,236 5,064 - 46,000 -
Low-Mod Income Housing 556,172 378,946 411,728 411,762 379,000 423,529 CDBG 4,429,005 3,644,522 4,778,567 9,899,883 4,338,448 7,660,401 Road Maint & Rehab 226,784 258,783 427,390 370,439 370,000 474,050 Sub-Total Special Revenue Funds $7,683,512 $6,787,117 $9,146,688 $18,771,120 $8,591,896 $14,401,940 Internal Service Funds
Facility Maintenance 226,784 258,783 427,390 370,439 370,000 474,050 Vehicle Maintenance 292,097 344,575 276,670 257,846 324,000 257,848 Risk Management 730,012 893,360 1,092,759 1,061,566 924,000 1,121,100 Information Technology 937,401 849,871 989,803 1,118,370 1,100,000 1,536,270 Sub-Total Internal Service Funds $2,186,294 2,346,589 $2,786,622 $2,808,221 $2,718,000 $3,389,268 Capital & Impact Fees
Water CIP 74,542 236,855 126,421 218,404 265,000 260,404 Wastewater CIP 1,531,987 2,389,483 2,072,966 1,584,000 1,775,000 1,760,000 Resufe CIP 11,211 12,102 5,069 5,708 5,200 5,708
Park CIP 13,607 5,378 14,743 7,329 106,000 15,544
Asset Replacement 438,621 292,050 69,586 385,580 294,000 385,580 Traffic Mitigation 1,200,837 2,833,262 1,917,767 1,630,000 2,495,000 2,230,000 Median Mitigation 3,144 1,605 1,606 3,722 2,000 1,600
Sub-Total Capital & Impact Fees $3,273,949 $5,770,735 $4,208,158 $3,834,743 $4,942,200 $4,658,836 Total Citywide Revenues $60,556,427 $60,956,464 $66,466,893 $85,324,259 $63,132,772 $73,887,934 Note: The Revenues Include "Transfers In"
2023/24 CITYWIDE PROJECTED REVENUES
CITYWIDE PROJECTED REVENUES
2023/24 SHAFTER OPERATING BUDGET 41
$34.0M $36.5M $38.7M
$46.5M
$36.8M $36.6M
$13.4M $9.6M $11.6M
$13.5M
$10.1M $14.9M
$57.3M $57.8M
$62.1M
$76.5M
$58.9M
$67.1M
$0.0M
$10.0M
$20.0M
$30.0M
$40.0M
$50.0M
$60.0M
$70.0M
$80.0M
$90.0M
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget 22/23 Projected 23/24 Proposed 2023/24 CITYWIDE PROJECTED REVENUES
BY FUND GROUP
General ENT Revenues ISF CAP Total Citywide Revenues
$29.0M $29.7M $32.1M $32.4M $33.2M $33.8M
$8.6M $10.8M $10.4M $10.6M $10.9M $10.7M
$57.3M $57.8M
$62.1M
$76.5M
$58.9M
$67.1M
$0.0M
$10.0M
$20.0M
$30.0M
$40.0M
$50.0M
$60.0M
$70.0M
$80.0M
$90.0M
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget 22/23 Projected 23/24 Proposed 2023/24 CITYWIDE PROJECTED REVENUES
BY CATEGORY
70-Taxes 71-Fees for Service 72-Connection/Impact Fe 73-License & Permits 74-Fines, Forfeitures, 75-Rents & Concessions 76-Investment Earnings 77-Grants & Donations 78-Other Revenue 79-Transfers-In 80-Operations -Internal Total Citywide Revenues
CITYWIDE PROJECTED REVENUES CHART
42 SHAFTER OPERATING BUDGET 2023/24
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget
22/23
Projected
23/24
Proposed
General Fund $ 30,289,875 $ 31,861,932 $ 34,552,554 $ 47,623,979 $ 34,161,329 $ 36,263,372 Enterprise Funds
Water Operations 3,909,616 3,569,134 3,797,958 11,161,428 4,988,989 8,609,576 Wastewater Operations 1,554,899 1,422,671 1,400,954 3,148,548 2,396,820 3,754,644 Refuse $1,124,467 $1,278,435 $1,120,244 $1,624,602 $1,806,402 $1,839,328 Rail Operations 181,181 153,967 129,120 56,337 116,135 63,355 Public Transit 313,360 345,783 312,335 373,627 359,086 909,608 Telecommunications 206,275 112,672 198,045 266,943 143,435 787,467 Sub-Total Enterprise Funds $7,289,798 $6,882,662 $6,958,656 $16,631,485 $9,810,867 $15,963,978 Special Revenue Funds
Federal Grants 1,688,232 556,591 855,353 5,940,176 3,579,530 9,504,037 Transportation 898,437 309,728 344,880 1,528,283 2,029,000 1,637,000 State Gas $373,645 $0 $0 $1,751,233 $192,000 $634,000
Traffic Safety 1,995 - 18,171 4,520,000 - -
SLESF 155,948 156,727 151,078 - 15,607 15,000
Special PD Services - 1,882 - - - -
LLMD 431,549 561,126 627,355 610,424 591,097 636,556
CDBG 2,925 69,212 - - - -
Road Maint & Rehab 68,373 640,308 1,200,550 1,555 408,000 466,000 Sub-Total Special Revenue Funds $3,621,104 $2,295,574 $1,998,392 $15,550,666 $6,815,234 $12,892,593 Internal Service Funds
Facility Maintenance 196,699 254,815 433,252 393,452 471,946 519,308 Vehicle Maintenance 310,152 321,900 272,751 268,061 253,127 253,069 Risk Management 1,944,095 891,861 1,095,429 1,061,566 1,307,095 1,121,154 Information Technology 788,938 685,666 909,956 1,309,754 1,074,527 1,535,461 Sub-Total Internal Service Funds $3,239,884 $2,154,242 $2,711,388 $3,032,833 $3,106,695 $3,428,992 Capital & Impact Fees
Water CIP - - - 1,412,327 - -
Wastewater CIP 5,008,794 143,136 109,457 250,000 50,000 200,000 Resufe CIP 44,274 7,654 2,836,541 897,600 16,470 99,350 Park CIP
Asset Replacement
Traffic Mitigation
Median Mitigation
Sub-Total Capital & Impact Fees $5,053,068 $150,790 $2,945,998 $1,147,600 $1,478,797 $299,350 Total Citywide Expenses $49,493,729 $43,345,200 $49,166,988 $83,986,563 $55,372,922 $68,848,285 2023/24 CITYWIDE PROPOSED EXPENSES
CITYWIDE PROPOSED EXPENSES
2023/24 SHAFTER OPERATING BUDGET 43
$30.3M $31.9M $34.6M
$22.8M
$34.2M $36.3M
$7.3M $6.9M $7.0M
$7.2M
$9.8M
$16.0M
$49.5M
$43.3M
$49.2M
$34.8M
$55.4M
$68.8M
$0.0M
$10.0M
$20.0M
$30.0M
$40.0M
$50.0M
$60.0M
$70.0M
$80.0M
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget 22/23 Projected 23/24 Proposed 2023/24 CITYWIDE PROPOSED EXPENSES
BY FUND GROUP
General ENT Revenues ISF CAP Total Citywide Expenses
$13.3M $14.1M $14.6M $15.4M $15.2M $17.4M
$5.2M $6.0M $6.7M $9.4M $8.9M $9.6M $3.2M $2.9M $3.3M
$3.1M $3.2M
$3.9M $12.3M $12.8M $13.0M
$12.6M $13.1M
$13.5M
$6.4M $3.4M $3.1M
$30.8M
$9.9M
$14.6M
$49.5M
$43.3M
$49.2M
$84.0M
$55.4M
$68.8M
$0.0M
$10.0M
$20.0M
$30.0M
$40.0M
$50.0M
$60.0M
$70.0M
$80.0M
$90.0M
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget 22/23 Projected 23/24 Proposed 2023/24 CITYWIDE PROPOSED EXPENSES
BY FUND GROUP
82-Wages & Benefits 83-Planned Operations 85-Required Operations 88-Operations -Internal 90-Debt Service 91-Other Non-Operationa 92-Capital Outlay 93-Capital Projects 94-Transfers-Out Total Citywide Expenses
CITYWIDE PROPOSED EXPENSES CHART
44 SHAFTER OPERATING BUDGET 2023/24
GENERAL FUND SUMMARIES
General Fund Summary
General Fund Revenues
General Fund Expenditures by Department
General Fund P&L
General Fund Expenditures Budget Changes
Five-Year Projection
General Fund Account Details
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget
22/23
Projected
23/24
Proposed
Revenues $ 33,862,780 $ 36,272,339 $ 35,028,348 $ 45,017,523 $ 36,782,549 $ 36,546,800 Expenses:
82-Wages & Benefits 10,737,620 11,480,603 12,026,556 13,057,370 12,750,750 13,803,292 83-Planned Operations 2,661,358 2,941,544 3,250,579 4,557,403 4,109,449 4,612,810 85-Required Operations 478,842 351,483 426,619 416,247 363,730 505,854 88-Operations -Internal 1,289,491 1,902,117 1,559,736 2,447,067 2,066,900 2,947,916 Debt Service
Operating Expenses $15,167,311 $16,675,747 $17,263,490 $20,478,087 $19,290,829 $21,869,872 Operating Income (Loss) $18,695,469 $19,596,592 $17,764,858 $24,539,436 $17,491,720 $14,676,928 91-Other Non-Operationa 12,289,110 13,072,888 13,028,615 12,600,000 13,101,000 13,500,000 92-Capital Outlay 195,615 393,560 80,678 855,861 534,500 218,500 93-Capital Projects 2,637,839 1,719,737 2,563,171 13,690,031 1,235,000 675,000 79-Transfers-In 155,948 199,247 3,677,637 1,440,176 15,607 15,000 94-Transfers-Out - - 1,616,600 - - -
Non-Operating Expenses $14,966,616 $14,986,938 13,611,427 $25,705,716 $14,854,893 $14,378,500 Net Income/(Loss) $ 3,728,853 $ 4,609,654 $ 4,153,431 $ (1,166,280) $ 2,636,827 $ 298,428 $10.7M $11.5M $12.0M $13.1M $12.8M $13.8M
$3.1M $3.3M $3.7M
$5.0M $4.5M $5.1M
$13.6M
$15.0M $14.6M
$15.0M $15.2M
$16.4M
$2.8M
$2.1M $2.6M
$14.5M
$1.8M
$33.9M $0.9M
$36.3M $35.0M
$45.0M
$36.8M
$36.5M
$0.0M
$10.0M
$20.0M
$30.0M
$40.0M
$50.0M
$60.0M
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget 22/23 Projected 23/24 Proposed 23/24 Proposed Budget
General Fund Summary
Labor M&O Other Operating Expenses Capital Requests & CIP Revenues
GENERAL FUND REVENUES VS EXPENDITURES
46 SHAFTER OPERATING BUDGET 2023/24
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget
22/23
Projected
23/24
Proposed
70-Taxes $ 27,688,402 $ 28,184,832 $ 30,476,913 $ 30,698,021 $ 31,687,443 $ 32,155,770 71-Fees for Service 941,147 1,727,667 1,150,385 707,622 1,430,494 850,220 73-License & Permits 1,072,369 1,807,576 1,374,581 1,234,050 1,615,300 1,294,540 74-Fines, Forfeitures, 12,307 29,970 46,350 12,290 9,300 31,410 75-Rents & Concessions 322,631 323,044 337,951 253,242 334,686 345,460 76-Investment Earnings 1,740,322 758,658 814,367 750,000 894,286 892,220 77-Grants & Donations 104,752 1,040,595 176,219 9,436,603 34,979 28,830 78-Other Revenue 919,167 1,013,947 25,612 96,900 16,061 325,500 79-Transfers-In 155,948 199,247 3,677,637 1,440,176 15,607 15,000 80-Operations -Internal 1,061,683 1,386,050 625,970 1,828,795 760,000 622,850 Total GF Revenues $34,018,728 $36,471,586 $38,705,985 $46,457,699 $36,798,156 $36,561,800 $27.7M $28.2M $30.5M $30.7M $31.7M $32.2M
$34.0M
$36.5M
$38.7M
$46.5M
$36.8M $36.6M
$0.0M
$5.0M
$10.0M
$15.0M
$20.0M
$25.0M
$30.0M
$35.0M
$40.0M
$45.0M
$50.0M
19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget 22/23 Projected 23/24 Proposed 23/24 Projected General Fund Revenues
70-Taxes 71-Fees for Service 73-License & Permits
74-Fines, Forfeitures, 75-Rents & Concessions 76-Investment Earnings 77-Grants & Donations 78-Other Revenue 79-Transfers-In
80-Operations -Internal Total GF Revenues
GENERAL FUND REVENUES
2023/24 SHAFTER OPERATING BUDGET 47
Department 19/20 Actual 20/21 Actual 21/22 Actual 22/23 Budget 22/23
Projected
23/24
Proposed
City Council 63,259 56,514 118,045 128,988 82,544 156,482 City Manager 676,760 902,164 646,134 689,652 476,705 824,428 Education Partnership 694,500 778,205 1,113,336 1,108,009 794,141 1,075,074 City Clerk 201,662 198,770 228,740 268,429 177,219 296,316 Economic Development 14,059,841 12,694,268 13,406,491 13,215,385 7,014,200 14,467,226 City Attorney 210,253 343,716 379,654 350,000 368,094 350,000 Human Resources 384,001 412,042 433,926 545,662 351,822 506,569 Finance 2,266,696 1,513,525 1,234,655 1,197,952 881,128 1,075,985 Planning 540,600 638,642 525,109 1,019,514 808,932 1,001,552 Police 6,051,309 7,265,046 7,202,474 8,551,712 6,244,311 9,018,465 Animal Control 470,920 511,109 560,890 665,647 455,087 699,673 Engineering 943,414 1,077,433 1,042,573 1,019,370 1,031,984 1,059,434 Streets 1,342,725 2,001,022 3,677,713 3,462,394 1,656,463 2,175,728 Public Facilities 1,057,376 1,657,438 1,097,727 13,980,113 1,423,815 2,124,987 Building Inspection 838,499 1,043,591 1,040,378 1,201,273 915,336 1,226,186 Code Compliance 105,659 156,109 144,624 217,239 132,511 151,935 Non-Departmental 382,401 612,338 1,700,085 2,640 10,397 53,332 Total GF Expenditures $30,289,875 $31,861,932 $34,552,554 $47,623,979 $22,824,689 $36,263,372 $6.5M
$1.2M
$13.8M
$13.5M
$0.0M $2.0M $4.0M $6.0M $8.0M $10.0M $12.0M $14.0M $16.0M City Council
City Manager
Education Partnership
City Clerk
Economic Development
City Attorney
Human Resources
Finance
Planning
Police
Animal Control
Engineering
Streets
Public Facilities
Building Inspection
Code Compliance
Non-Departmental
23/24 General Fund Expenditures by Department
Labor M&O Internal Charges Capital & Non-Operating Transfers
GENERAL FUND EXPENDITURES CHART
48 SHAFTER OPERATING BUDGET 2023/24
General Fund
Actual Actual Budget 11Mo Actual Projection Budget
Account 2020/21 2021/22 2022/23 2022/23 2022/23 2023/24 70-Taxes $28,184,832 $30,476,913 $30,698,021 $24,282,636 $31,687,443 $32,155,770 71-Fees for Service $1,727,667 $1,150,385 $707,622 $1,311,676 $1,430,494 $850,220 73-License & Permits $1,807,576 $1,374,581 $1,234,050 $1,671,116 $1,615,300 $1,294,540 74-Fines, Forfeitures, $29,970 $46,350 $12,290 $9,475 $9,300 $31,410 75-Rents & Concessions $323,044 $337,951 $253,242 $274,626 $334,686 $345,460 76-Investment Earnings $758,658 $814,367 $750,000 $16,578 $894,286 $892,220 77-Grants & Donations $1,040,595 $176,219 $9,436,603 $92,357 $34,979 $28,830 78-Other Revenue $1,013,947 $25,612 $96,900 $28,457 $16,061 $325,500 80-Operations -Internal $1,386,050 $625,970 $1,828,795 $0 $760,000 $622,850 Total Revenues $36,272,339 $35,028,348 $45,017,523 $27,686,921 $36,782,549 $36,546,800 82-Wages & Benefits $11,480,603 $12,026,556 $13,057,370 $11,439,046 $12,750,750 $13,803,292 83-Planned Operations $2,941,544 $3,250,579 $4,557,403 $3,429,101 $4,109,449 $4,612,810 85-Required Operations $351,483 $426,619 $416,247 $314,537 $363,730 $505,854 88-Operations -Internal $1,902,117 $1,559,736 $2,447,067 $2,866 $2,066,900 $2,947,916 91-Other Non-Operationa $13,072,888 $13,028,615 $12,600,000 $6,670,241 $13,101,000 $13,500,000 92-Capital Outlay $393,560 $80,678 $855,861 $807,422 $534,500 $218,500 93-Capital Projects $1,719,737 $2,563,171 $13,690,031 $649,094 $1,235,000 $675,000 Total Expenses $31,861,932 $32,935,954 $47,623,979 $23,312,307 $34,161,329 $36,263,372 79-Transfers-In $199,247 $3,677,637 $1,440,176 $15,606 $15,607 $15,000 94-Transfers-Out $0 $1,616,600 $0 $0 $0 $0
Total Revenues $199,247 $5,294,237 $1,440,176 $15,606 $15,607 $15,000 Total General Net Surplus/(Deficit) $4,609,654 $4,153,431 ($1,166,280) $4,390,220 $2,636,827 $298,428
GENERAL FUND BY ACCOUNT CATEGORY SUMMARY
2023/24 SHAFTER OPERATING BUDGET 49
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
General Fund Division List 2020/21 2021/22 2022/23 2023/24 Change Chg Total Non-Departmental 609,865 80,826 - 50,000 50,000 #.0% #.0% City Council 56,514 118,045 128,988 156,482 27,494 21.3% .4% Planning Commission 2,473 2,659 2,640 3,332 692 26.2% .0% City Manager 902,164 646,134 689,652 824,428 134,776 19.5% 2.3% Education Partnership 778,205 1,113,336 1,108,009 1,075,074 (32,935) -3.0% 3.0% City Clerk 198,770 228,740 268,429 296,316 27,887 10.4% .8% Business Development 446,246 389,091 465,385 817,226 351,841 75.6% 2.3% Business Incentives 12,248,022 13,017,400 12,750,000 13,650,000 900,000 7.1% 37.6% City Attorney 343,716 379,654 350,000 350,000 .0% 1.0%
Human Resources 412,042 433,926 545,662 506,569 (39,093) -7.2% 1.4% Finance 1,513,525 1,234,655 1,197,952 1,075,985 (121,967) -10.2% 3.0% Planning 638,642 525,109 1,019,514 1,001,552 (17,962) -1.8% 2.8% Police 7,265,046 7,202,474 8,551,712 9,018,465 466,753 5.5% 24.9% Animal Control 511,109 560,890 665,647 699,673 34,026 5.1% 1.9% Engineering 1,077,433 1,042,573 1,019,370 1,059,434 40,064 3.9% 2.9% Streets 2,001,022 3,677,713 3,462,394 2,175,728 (1,286,666) -37.2% 6.0% Water - 1,616,600 - - #.0% #.0%
Public Facilities 1,657,438 1,097,727 13,980,113 2,124,987 (11,855,126) -84.8% 5.9% Building Inspection 1,043,591 1,040,378 1,201,273 1,226,186 24,913 2.1% 3.4% Code Compliance 156,109 144,624 217,239 151,935 (65,304) -30.1% .4% Total General Fund Expenditures $31,861,932 $34,552,554 $47,623,979 $36,263,372 ($11,360,607) -23.9% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Non-Departmental Category
Expenditures
2020/21 2021/22 2022/23 2023/24 Change Chg Total
83-Planned Operations 2,259 - - - #.0% #.0%
91-Other Non-Operationa 597,066 11,215 - - #.0% #.0%
92-Capital Outlay 1,103 - - - #.0% #.0%
93-Capital Projects 9,437 69,611 - 50,000 50,000 #.0% #.0% Total None 609,865 80,826 - 50,000 50,000 #.0% 100%
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
City Council Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 14,517 14,517 14,493 14,844 351 2.4% 9.5% 83-Planned Operations 40,446 86,865 102,833 125,100 22,267 21.7% 79.9% 85-Required Operations 230 1,098 - 1,490 1,490 #.0% #.0% 88-Operations -Internal 1,321 15,565 11,662 15,048 3,386 29.0% 9.6% Total City Council 56,514 118,045 128,988 156,482 27,494 21.3% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Planning Commission Category
Expenditures
2020/21 2021/22 2022/23 2023/24 Change Chg Total
82-Wages & Benefits 2,310 2,659 2,640 3,332 692 26.2% 100.0% 88-Operations -Internal 163 - - - #.0% #.0%
Total Planning Commission 2,473 2,659 2,640 3,332 692 26.2% 100%
GENERAL FUND EXPENDITURES BUDGET CHANGES
50 SHAFTER OPERATING BUDGET 2023/24
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
City Manager Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 483,969 519,755 560,394 681,148 120,754 21.5% 82.6% 83-Planned Operations 114,856 44,321 68,415 75,750 7,335 10.7% 9.2% 85-Required Operations 1,186 100 1,195 150 (1,045) -87.4% .0% 88-Operations -Internal 74,353 74,758 59,648 67,380 7,732 13.0% 8.2% 91-Other Non-Operationa 227,800 - - - #.0% #.0%
93-Capital Projects - 7,200 - - #.0% #.0%
Total City Manager 902,164 646,134 689,652 824,428 134,776 19.5% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Education Partnership Category
Expenditures
2020/21 2021/22 2022/23 2023/24 Change Chg Total
82-Wages & Benefits 498,158 579,022 598,901 599,334 433 .1% 55.7% 83-Planned Operations 124,630 392,888 336,009 245,060 (90,949) -27.1% 22.8% 85-Required Operations 10,526 17,727 11,730 31,860 20,130 171.6% 3.0% 88-Operations -Internal 79,427 123,699 161,369 198,820 37,451 23.2% 18.5% 92-Capital Outlay 45,418 - - - #.0% #.0%
93-Capital Projects 20,046 - - - #.0% #.0%
Total Education Partnership 778,205 1,113,336 1,108,009 1,075,074 (32,935) -3.0% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
City Clerk Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 140,191 137,520 136,993 179,411 42,418 31.0% 60.5% 83-Planned Operations 30,687 21,870 60,420 36,320 (24,100) -39.9% 12.3% 85-Required Operations 633 - 3,750 - (3,750) -100.0% .0% 88-Operations -Internal 27,259 69,350 67,266 80,585 13,319 19.8% 27.2% Total City Clerk 198,770 228,740 268,429 296,316 27,887 10.4% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Business Development Category
Expenditures
2020/21 2021/22 2022/23 2023/24 Change Chg Total
82-Wages & Benefits 276,343 258,518 289,915 453,348 163,433 56.4% 55.5% 83-Planned Operations 33,174 24,917 104,354 288,907 184,553 176.9% 35.4% 85-Required Operations 3,895 2,897 9,400 3,850 (5,550) -59.0% .5% 88-Operations -Internal 44,464 50,076 61,716 71,121 9,405 15.2% 8.7% 93-Capital Projects 88,370 52,683 - - #.0% #.0%
Total Business Development 446,246 389,091 465,385 817,226 351,841 75.6% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Business Incentives Category
Expenditures
2020/21 2021/22 2022/23 2023/24 Change Chg Total
83-Planned Operations - - 150,000 150,000 .0% 1.1%
91-Other Non-Operationa 12,248,022 13,017,400 12,600,000 13,500,000 900,000 7.1% 98.9% Total Business Incentives 12,248,022 13,017,400 12,750,000 13,650,000 900,000 7.1% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
City Attorney Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 83-Planned Operations 343,716 379,654 350,000 350,000 .0% 100.0% Total City Attorney 343,716 379,654 350,000 350,000 .0% 100% 2023/24 SHAFTER OPERATING BUDGET 51
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Human Resources Category
Expenditures
2020/21 2021/22 2022/23 2023/24 Change Chg Total
82-Wages & Benefits 324,019 321,126 409,292 349,056 (60,236) -14.7% 68.9% 83-Planned Operations 35,179 47,146 66,767 79,833 13,066 19.6% 15.8% 85-Required Operations 709 - 3,020 - (3,020) -100.0% .0% 88-Operations -Internal 52,135 65,654 66,583 77,680 11,097 16.7% 15.3% Total Human Resources 412,042 433,926 545,662 506,569 (39,093) -7.2% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Finance Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 867,567 800,637 771,213 601,393 (169,820) -22.0% 55.9% 83-Planned Operations 213,698 276,968 256,770 284,160 27,390 10.7% 26.4% 85-Required Operations 35,447 32,638 24,384 33,884 9,500 39.0% 3.1% 88-Operations -Internal 124,558 124,412 133,182 156,548 23,366 17.5% 14.5% 92-Capital Outlay 1,277 - - - #.0% #.0%
93-Capital Projects 270,978 - 12,403 - (12,403) -100.0% .0% Total Finance 1,513,525 1,234,655 1,197,952 1,075,985 (121,967) -10.2% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Planning Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 464,278 427,655 544,568 607,364 62,796 11.5% 60.6% 83-Planned Operations 103,780 38,923 396,551 303,720 (92,831) -23.4% 30.3% 85-Required Operations 743 519 800 - (800) -100.0% .0%
88-Operations -Internal 69,841 58,012 77,595 90,468 12,873 16.6% 9.0% Total Planning 638,642 525,109 1,019,514 1,001,552 (17,962) -1.8% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Police Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 5,384,604 5,893,876 5,848,011 6,523,684 675,673 11.6% 72.3% 83-Planned Operations 554,474 597,496 736,003 777,270 41,267 5.6% 8.6% 85-Required Operations 74,537 72,185 82,886 92,860 9,974 12.0% 1.0% 88-Operations -Internal 947,983 554,217 1,140,951 1,406,151 265,200 23.2% 15.6% 92-Capital Outlay 290,228 73,755 443,861 218,500 (225,361) -50.8% 2.4% 93-Capital Projects 13,220 10,945 300,000 - (300,000) -100.0% .0% Total Police 7,265,046 7,202,474 8,551,712 9,018,465 466,753 5.5% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Animal Control Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 324,100 315,994 357,736 353,688 (4,048) -1.1% 50.6% 83-Planned Operations 97,990 158,260 183,153 197,430 14,277 7.8% 28.2% 85-Required Operations 26,924 31,480 33,408 37,790 4,382 13.1% 5.4% 88-Operations -Internal 51,026 55,156 91,350 110,765 19,415 21.3% 15.8% 92-Capital Outlay 122 - - - #.0% #.0%
93-Capital Projects 10,947 - - - #.0% #.0%
Total Animal Control 511,109 560,890 665,647 699,673 34,026 5.1% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Engineering Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 668,486 675,085 665,862 693,559 27,697 4.2% 65.5% 83-Planned Operations 293,826 263,763 226,640 240,020 13,380 5.9% 22.7% 85-Required Operations 9,247 6,178 22,100 4,910 (17,190) -77.8% .5% 88-Operations -Internal 100,767 96,558 104,768 120,945 16,177 15.4% 11.4% 92-Capital Outlay 5,107 989 - - #.0% #.0%
Total Engineering 1,077,433 1,042,573 1,019,370 1,059,434 40,064 3.9% 100% 52 SHAFTER OPERATING BUDGET 2023/24
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Streets Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 82-Wages & Benefits 748,679 794,092 1,308,658 1,242,873 (65,785) -5.0% 57.1% 83-Planned Operations 303,053 370,344 625,408 688,550 63,142 10.1% 31.6% 85-Required Operations 60,105 53,977 62,370 53,590 (8,780) -14.1% 2.5% 88-Operations -Internal 136,280 101,894 148,958 165,715 16,757 11.2% 7.6% 92-Capital Outlay 5,107 989 317,000 - (317,000) -100.0% .0% 93-Capital Projects 747,798 2,356,417 1,000,000 25,000 (975,000) -97.5% 1.1% Total Streets 2,001,022 3,677,713 3,462,394 2,175,728 (1,286,666) -37.2% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Water Category Expenditures 2020/21 2021/22 2022/23 2023/24 Change Chg Total 94-Transfers-Out - 1,616,600 - - #.0% #Error
Total Water - 1,616,600 - - #.0% #Error
FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Public Facilities Category
Expenditures
2020/21 2021/22 2022/23 2023/24 Change Chg Total
82-Wages & Benefits 530,737 502,030 659,995 528,983 (131,012) -19.9% 24.9% 83-Planned Operations 319,330 264,722 500,081 518,440 18,359 3.7% 24.4% 85-Required Operations 127,034 207,820 158,204 245,470 87,266 55.2% 11.6% 88-Operations -Internal 76,198 51,895 189,205 232,094 42,889 22.7% 10.9% 92-Capital Outlay 45,198 4,945 95,000 - (95,000) -100.0% .0% 93-Capital Projects 558,941 66,315 12,377,628 600,000 (11,777,628) -95.2% 28.2% Total Public Facilities 1,657,438 1,097,727 13,980,113 2,124,987 (11,855,126) -84.8% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Building Inspection Category
Expenditures
2020/21 2021/22 2022/23 2023/24 Change Chg Total
82-Wages & Benefits 625,023 737,913 786,115 861,836 75,721 9.6% 70.3% 83-Planned Operations 320,240 201,521 285,619 217,500 (68,119) -23.8% 17.7% 85-Required Operations 262 - 3,000 - (3,000) -100.0% .0% 88-Operations -Internal 98,066 100,944 126,539 146,850 20,311 16.1% 12.0% Total Building Inspection 1,043,591 1,040,378 1,201,273 1,226,186 24,913 2.1% 100% FY23 vs FY24 Change
Actual Actual Budget Budget Dollar Pct % of
Code Compliance Category
Expenditures
2020/21 2021/22 2022/23 2023/24 Change Chg Total
82-Wages & Benefits 127,622 46,157 102,584 109,439 6,855 6.7% 72.0% 83-Planned Operations 10,206 80,921 108,380 34,750 (73,630) -67.9% 22.9% 85-Required Operations 5 - - - #.0% #.0%
88-Operations -Internal 18,276 17,546 6,275 7,746 1,471 23.4% 5.1% Total Code Compliance 156,109 144,624 217,239 151,935 (65,304) -30.1% 100% 2023/24 SHAFTER OPERATING BUDGET 53
GENERAL FUND FIVE-YEAR PROJECTION
54 SHAFTER OPERATING BUDGET 2023/24
60,018,355
59,264,991
61,901,818
62,200,246
62,783,491
63,109,454 63,159,565
62,913,658
57,000,000
58,000,000
59,000,000
60,000,000
61,000,000
62,000,000
63,000,000
64,000,000
20/21 Actual 21/22 Actual 22/23 Projected 23/24 Proposed 24/25 Forecast 25/26 Forecast 26/27 Forecast 27/28 Forecast Fiscal Year
End. Fund Balance
Five-Year Projection
20/21 Actual 21/22 Actual
22/23
Projected
23/24
Proposed
24/25
Forecast
25/26
Forecast
26/27
Forecast
27/28
Forecast
$ 55,992,301 $ 60,018,355 $ 59,264,991 $ 61,901,818 $ 62,200,246 $ 62,783,491 $ 63,109,454 $ 63,159,565 36,471,586 38,705,985 36,798,156 36,561,800 37,475,845 38,412,741 39,373,060 40,357,387 11,480,603 12,026,556 12,750,750 13,803,292 14,279,358 14,764,945 15,260,244 15,765,449 2,941,544 3,250,579 4,109,449 4,612,810 4,889,579 5,182,954 5,493,931 5,823,567 351,483 426,619 363,730 505,854 556,439 612,083 673,291 740,620 1,902,117 1,559,736 2,066,900 2,947,916 3,006,874 3,067,011 3,128,351 3,190,918 13,072,888 13,028,615 13,101,000 13,500,000 13,770,000 14,045,400 14,326,308 14,612,834 29,748,635 30,292,105 32,391,829 35,369,872 36,502,250 37,672,393 38,882,125 40,133,388 393,560 80,678 534,500 218,500 240,350 264,385 290,824 319,906 1,719,737 2,563,171 1,235,000 675,000 150,000 150,000 150,000 150,000 2,113,297 2,643,849 1,769,500 893,500 390,350 414,385 440,824 469,906 583,600 6,523,395 - - - - - -
4,026,054 (753,364) 2,636,827 298,428 583,245 325,963 50,111 (245,907) Beg. Fund Balance
Revenues
Labor Costs
Operating Expenditures
Utility Costs
Internal Charges
Non-Operating Charges
ST Operating Expenditures
Capital Equipment & Fleet
CIP
ST Capital Expenditures
GAAP Adjustments
Net Change
End. Fund Balance 60,018,355 59,264,991 61,901,818 62,200,246 62,783,491 63,109,454 63,159,565 62,913,658
General
Actual Actual Budget 11Mo Actual Projection Budget
Account 2020/21 2021/22 2022/23 2022/23 2022/23 2023/24 400000-Prop Tax - Current Sec 1,810,502 1,936,203 1,822,382 2,374,426 1,842,381 1,930,530 400001-Prop Tax - Current Unsec 222,526 198,837 210,000 261,341 261,000 197,850 400002-Prop Tax - Supp Current Sec 30,971 47,438 20,000 50,337 39,000 47,210 400003-Prop Tax - Supp Current Unsec 1,250 1,471 500 2,085 1,830 1,470 400004-Prop Tax - Prior Sec 23,472 23,100 15,000 30,076 17,900 22,990 400005-Prop Tax - Prior Unsec (1,945) 2,520 1,000 8,858 8,900 2,510 400006-Prop Tax - Supp Prior Sec 4,310 4,840 3,000 12,815 12,700 4,820 400007-Prop Tax - Supp Prior Unsec 120 39 100 74 200 40 400008-Prop Tax - State-Aid Home Exem 8,950 19,211 10,100 7,963 10,200 19,120 400009-Prop Tax - Aircraft - 5,837 - (5,837) - 5,810
400010-Prop Tax - In Lieu of VLF 2,820,686 3,069,166 2,923,950 3,933,782 2,923,950 3,053,830 400011-Prop Tax - RDA Pass Thru 56,885 57,460 - 61,131 61,132 57,180 400012-Prop Tax - ABx1 26 Excess 151,302 203,362 150,000 157,233 158,200 202,350 400013-Prop Tax - Other In Lieu Taxes 1,409 14,544 300 4,825 1,500 14,480 400100-Sales Tax - Bradley-Burns 22,014,895 23,647,976 24,900,000 16,037,825 25,095,000 25,354,000 400101-Sales Tax - Prop 172 26,404 31,057 23,460 31,826 29,300 30,910 400200-Franchise Tax - Electricity 382,439 477,370 227,029 592,859 593,000 474,990 400201-Franchise Tax - Natural Gas 61,545 91,033 - 136,248 136,250 90,580 400202-Franchise Tax - Refuse 367,667 439,322 250,000 399,418 337,000 440,000 400203-Franchise Tax - Cable 91,820 97,565 70,000 69,276 48,000 97,080 400400-Real Property Trans Tax 94,632 108,562 61,000 95,076 89,000 108,020 400700-Motor Vehicle License Fee/Tax 14,992 - 10,200 20,999 21,000 - Sub-Total 70-Taxes $28,184,832 $30,476,913 $30,698,021 $24,282,636 $31,687,443 $32,155,770 410100-Building Fees - Misc 6,952 6,566 2,040 14,533 14,600 6,540 410150-Abatement Fees 49,159 2,450 - 27,041 26,114 2,440 410400-Planning Fees - Zone & Subdiv 440,859 280,842 188,700 451,534 441,000 279,440 410500-Police Fees - Misc 18,491 28,766 18,360 35,170 33,700 28,630 410501-Police Fees - Vehicle Impound 46,332 37,492 17,340 22,646 21,000 37,310 410502-Police Feees - Range 19,020 15,638 6,834 14,919 15,000 15,560 410503-Police Fees-SRO - 623 - 92,842 - -
410600-Education Fees - Misc 241 - - - - -
410601-Education Fees - Tuition - - 2,040 - - -
410700-Engineering Fees - Misc 352,387 22,789 60,000 40,146 2,000 22,680 410701-Offsite Plan Check and Inspect 709,998 134,771 225,000 576,658 600,000 134,100 410801-Streets Fees - Sweeping 2,739 2,739 2,728 1,370 2,800 2,730 410900-Admin Fees - Misc - - - 2,975 155 620
410901-Admin Fees - New Accts - 2,480 1,120 7,160 6,800 2,470 411000-Animal Control - Misc 9,945 4,880 - 5,265 5,200 5,000 411001-Animal Control - Shelter Fees 3,355 2,450 2,500 1,440 1,530 2,440 411002-Animal Control - Adoption Fees 9,550 9,921 7,600 6,705 6,600 9,880 412510-Late Fees - - - 6,720 - -
415000-Miscelaneous Fees 25 13 173,360 4,552 253,995 300,380 Sub-Total 71-Fees for Service $1,727,667 $1,150,385 $707,622 $1,311,676 $1,430,494 $850,220 430000-Business License Fee 68,732 80,872 70,800 99,384 98,000 100,000 430100-Animal License Fee 4,370 4,570 4,100 3,250 2,600 4,550 430200-Encroachment Permit 10,768 39,434 8,650 4,565 4,000 39,240 430300-Building Permits 1,723,631 1,248,955 1,150,000 1,563,207 1,510,000 1,150,000 435000-Misc Permits 75 750 500 710 700 750
Sub-Total 73-License & Permits $1,807,576 $1,374,581 $1,234,050 $1,671,116 $1,615,300 $1,294,540 440002-Fines - Police 23,555 43,168 10,200 9,475 7,400 30,000 440004-Fines - Code Compliance 2,825 - 1,040 - - -
440200-Penalties 1,817 1,412 1,000 - 1,900 1,410
440201-Spay/Neuter Failure Penalty - - 50 - - -
Sub-Total 74-Fines, Forfeitures, $29,970 $46,350 $12,290 $9,475 $9,300 $31,410 450000-Lease Revenues 302,332 301,720 228,682 236,925 300,000 309,380 450100-Facility Rental - 25 9,000 5,960 4,500 3,050
450200-Park Rental 460 2,155 - 6,186 5,186 6,540
450400-Mineral Rights 19,042 26,616 15,560 25,555 25,000 26,490 Sub-Total 75-Rents & Concessions $323,044 $337,951 $253,242 $274,626 $334,686 $345,460 460001-Interest 7135 Checking 643 26 - - 700 30
460002-Interest 5691 Saving 5,934 47,589 - 101,233 86,500 47,360 460020-Interest LAIF - 27,201 - 149,097 96,086 97,000
GENERAL FUND ACCOUNT DETAILS
2023/24 SHAFTER OPERATING BUDGET 55
General
Actual Actual Budget 11Mo Actual Projection Budget
Account 2020/21 2021/22 2022/23 2022/23 2022/23 2023/24 460021-Interest Investments (30,519) 489,454 - - 450,000 487,010 460100-Interest - Property Tax 962 815 - 910 1,000 820
460145-Interest - Leases - 14,620 - - - -
469900-Allocated Interest 781,638 234,662 750,000 (234,662) 260,000 260,000 Sub-Total 76-Investment Earnings $758,658 $814,367 $750,000 $16,578 $894,286 $892,220 470000-CA Grant - - 4,659,538 9,862 - -
470003-CA Grant - AB109 - 676 - - - -
470004-CA Grant - POST Train Reimb - - 7,650 19,677 7,933 - 470005-CA Grant- HIDTA 24,026 15,051 - 12,925 12,926 14,980 470020-CA KERNCOG HUD REAP - 15,641 65,000 - - -
470040-CA Grant - Prop 68 Local Parks 125,064 65,653 4,300,000 - - - 470050-CA Grant - Library - 3,800 - 40,000 - -
470107-FED GRNT State Pass thru 252,388 - 253,000 - - - 470108-FED GRNT County Pass Thru 632,617 - - - - -
470150-Grants - Miscellaneous Revenue 2,000 - - - - -
470200-Other Agency Grant-Misc - - 134,853 - - -
470300-Donations - Misc 1,000 - 16,562 9,893 14,120 13,850 Sub-Total 77-Grants & Donations $1,040,595 $176,219 $9,436,603 $92,357 $34,979 $28,830 480000-Sale of Prop - Capitalized 788,700 - 10,200 - - - 480100-Misc Refunds 219,025 24,798 86,700 28,457 16,061 24,790 480200-Loan Repayments - Gen Fund - - - - - 300,000
480400-Restitution 5,797 713 - - - 710
Sub-Total 78-Other Revenue $1,013,947 $25,612 $96,900 $28,457 $16,061 $325,500 416000-Internal Admin Charges 465,863 284,175 412,731 - 420,000 282,760 416001-Ind Cost Allocation - Operat 920,187 341,795 1,416,064 - 340,000 340,090 Sub-Total 80-Operations -Internal $1,386,050 $625,970 $1,828,795 $0 $760,000 $622,850 Total Revenues $36,272,339 $35,028,348 $45,017,523 $27,686,921 $36,782,549 $36,546,800 500000-Full Time Wages 557,004 480,914 8,272,875 7,147,876 7,973,100 8,507,778 500100-Part Time Wages - - 22,880 286,977 243,090 286,690 500200-Temporary Wages - - 251,746 - - -
500400-Overtime (106) - 155,000 128,453 186,052 208,609 500401-Overtime - Court - 5,314 - 2,089 3,000 6,000
500500-Cellphone Allowance 766 2,624 32,524 30,114 34,160 35,220 500501-Auto Allowance 1,532 6,180 1,491 43,470 48,840 50,700 500502-Uniform & Equipment Allowance 200 - 21,025 27,286 27,050 28,550 500503-Education Reimbursement - 309 - 5,697 3,670 6,000 500504-One-Time Compensation - - - 100,092 73,296 75,600 500506-Incentive- Bilingual Pay 52 83 65,198 64,306 64,128 99,007 500507-Incentive- Degree 438 1,439 19,211 16,222 19,134 21,521 500508-Incentive-Certificate Pay - - 115,270 107,551 156,820 166,561 500509-Incentive-Canine Handler 468 1,544 1,617 1,564 1,800 1,826 500600-Retirement 61,824 49,790 1,175,227 685,059 687,708 698,550 500601-Retirement - Supp Pmts 3,379 1,600 - - - -
500602-Unfunded Accr. Liab. (UAL) - - - 53,607 30,000 31,300 500603-PERS 3069 Misc. Classic - - - 88,553 - -
500604-PERS 26454 Misc. Pepra - - - 97,556 205,610 208,747 500605-PERS 3070 Safety Classic - - - 96,521 37,000 37,076 500606-PERS 25405 Safety Pepra - - - 98,867 30,000 281,155 500700-OPEB - Health Insurance - (553) - 40,688 58,751 52,500 500800-Health Insurance 21,941 21,332 1,522,336 1,237,691 1,380,925 1,437,268 500801-Dental Insurance 793 690 41,904 38,778 43,538 45,039 500802-Vision Insurance 333 308 20,109 18,310 20,439 20,978 500803-Life Insurance 343 370 27,749 27,346 29,925 34,363 500880-Work Comp Insurance 7,122 1,458 748,073 404,078 815,937 856,736 500990-Non-Cash Labor Cost Allocation - (7,177) - - - - 509000-Payroll Taxes 210 259 563,135 590,294 576,777 605,518 Sub-Total 82-Wages & Benefits $11,480,603 $12,026,556 $13,057,370 $11,439,046 $12,750,750 $13,803,292 510000-Office Supplies 843 672 58,876 59,267 58,317 62,527 510001-Departmental Supplies 166 764 412,356 331,442 363,974 383,301 510003-PAL / Explorer Supplies - - 5,000 25 500 500
510014-Canine Supplies 2,259 3,547 4,080 2,034 3,030 4,100 56 SHAFTER OPERATING BUDGET 2023/24
General
Actual Actual Budget 11Mo Actual Projection Budget
Account 2020/21 2021/22 2022/23 2022/23 2022/23 2023/24 510015-Books - 34,874 56,162 46,708 49,500 50,000
510016-Classroom Supplies 409 7,345 18,962 14,544 19,500 19,000 510060-Med/Safety Test - - 19,000 18,585 20,240 10,000
510100-Service Agreements 3,163 2 188,966 45,508 102,820 116,944 510103-Postage & Freight 4,612 2,455 13,841 10,200 8,054 11,060 510104-Advertising 6,011 7,624 8,000 8,565 9,445 20,000 510105-Software Licensing 4,320 2,000 212,854 169,184 174,347 116,442 510106-Subscriptions & Dues 12,000 12,703 89,324 64,957 69,784 91,006 510109-Janitorial Services 29,904 33,263 113,815 120,138 139,050 141,500 510110-Landscaping Services 510 - 120,997 130,812 104,440 156,561 510111-Adoption Services 47,226 45,042 52,200 51,198 57,370 64,200 510113-CA Law Enfc Telcom Sys (CLETS) 14,708 14,708 17,340 11,630 15,000 15,500 510114-Contract Services - - - 45,833 46,000 27,200
510115-Recruitment 30,762 11,855 60,955 38,944 180,648 82,134 510116-Employee Dev & Reten (SEDAC) 11,061 18,046 18,900 19,601 19,843 25,000 510117-Traffic Sig. Operation & Maint 35,691 21,275 40,000 19,891 50,000 60,000 510120-DUI Crime Lab 14,923 14,743 15,221 15,886 15,890 15,900 510121-Streetlight Repair and Maint. - 68,880 150,000 45,640 90,000 110,000 510122-Shafter Library - 40 - - - -
510124-Spay/Neuter Expenses - 25,200 28,800 28,800 28,800 33,600 510130-Graffiti Removal - - 40,317 39,581 45,000 15,000 510150-Software Subscription - - 4,200 8,979 1,800 90,130 510200-Repairs & Maintenance 1,085 1,030 224,374 166,778 277,570 177,754 510202-Hardware, Tools, Equip, Mainte - - 5,000 50,103 59,330 21,500 510204-Equipment Repair - - 42,667 14,102 14,000 35,701 510205-Building Repair & Maintenance - - 11,015 10,380 7,500 20,500 510300-Vehicle Operations 8,557 2,733 193,727 192,169 189,536 183,675 510302-Vehicle Operations - Fuel - 35 233,500 221,148 256,154 262,000 510400-Professional Services 274,527 139,392 1,017,862 640,358 803,144 997,117 510401-Engineering Services 17,744 62,705 61,200 4,000 10,000 90,000 510402-Accounting & Auditing Services 7,500 168,086 96,000 80,522 98,000 99,000 510403-Actuarial Services - 11,050 9,800 - 12,000 12,000 510420-Legal Services 4,433 580 238,000 303,043 220,281 210,000 510421-Legal Services - Personnel 92,732 140,926 100,000 71,970 130,000 100,000 510422-Legal Services - Litigation 39,860 - 50,000 - - 50,000 510423-Legal Services - Bus Devel - - 150,000 - - 150,000 510501-Training 5,424 618 130,943 91,836 91,759 135,503 510505-Travel - - 70,564 67,117 77,983 98,715
510600-Rents & Leases 2,000 - - 2,400 3,000 -
510601-Equipment Rental - - - - - 7,000
510602-Property Rental - - 20,600 4,125 5,600 5,600
510701-Communications 595 274 85,557 85,145 80,200 92,190 510801-Outside Agency Costs 21,000 27,000 800 25,010 20,500 55,000 510802-Community Promotion 6,255 7,885 28,978 18,731 37,600 44,500 510804-Community Promotions 16,595 18,414 17,500 14,070 13,000 20,000 510806-Elections 6,059 435 12,000 (478) 12,000 -
510807-Regulatory & Permitting - - 1,150 611 1,464 2,650 510809-Assessment fees - - 6,000 18,011 15,476 20,800
Sub-Total 83-Planned Operations $2,941,544 $3,250,579 $4,557,403 $3,429,101 $4,109,449 $4,612,810 510118-Credit Card Processing Fees 2,381 3,389 - 3,367 3,400 3,500 510119-Bank Fees 1,009 1,848 7,344 400 1,900 1,910
510405-Property Tax - Administration 21,351 26,401 16,320 27,446 25,000 27,194 510704-Water 9,948 12,920 164,757 121,497 143,000 188,140 510705-Sewer 2,696 2,750 9,832 4,483 5,700 4,980
510706-Refuse 702 732 27,695 18,222 17,300 44,550
510707-Power 5,697 12,705 161,090 123,228 149,800 218,500 510708-Natural Gas 709 1,206 29,209 15,990 17,150 15,800 510805-Bad Debt Expense (10) (17) - (1) - -
510810-Misc Over/Short 1,590 (225) - (109) (500) -
511001-Fees & Chgs 7135 Checking 3,073 370 - 14 380 390 511002-Fees & Chgs 5691 Saving 5,182 855 - - 600 890
Sub-Total 85-Required Operations $351,483 $426,619 $416,247 $314,537 $363,730 $505,854 2023/24 SHAFTER OPERATING BUDGET 57
General
Actual Actual Budget 11Mo Actual Projection Budget
Account 2020/21 2021/22 2022/23 2022/23 2022/23 2023/24 520000-Asset Replace 7,500 - 243,525 - 186,200 243,525
520100-Internal ISF Chrg - Shop 9,939 7,543 185,649 - 177,400 185,649 520200-Internal ISF Chrg - Building 6,078 33,274 348,649 - 286,000 446,180 520300-Internal ISF Chrg - IT 163 - 928,059 - 777,800 1,289,802 520400-Internal ISF Chrg - Liability 6,707 3,082 741,185 2,866 639,500 782,760 Sub-Total 88-Operations -Internal $1,902,117 $1,559,736 $2,447,067 $2,866 $2,066,900 $2,947,916 500505-Miscellaneous Reimbursement 227,800 - - - - -
510803-Development Agreements 12,248,022 13,017,400 12,600,000 6,670,241 13,090,000 13,500,000 560800-Emergency Response 597,066 11,215 - - 11,000 -
Sub-Total 91-Other Non-Operationa $13,072,888 $13,028,615 $12,600,000 $6,670,241 $13,101,000 $13,500,000 570000-Furniture & Fixtures - - 5,000 891 1,500 -
570100-Automotive Equipment 5,107 - 673,301 675,023 410,000 150,000 570200-Machinery & Equipment - 989 177,560 131,506 123,000 68,500 Sub-Total 92-Capital Outlay $393,560 $80,678 $855,861 $807,422 $534,500 $218,500 580000-Capital Prj.- Land 342,800 - - 3,687 - -
580100-Capital Prj.- Infrastructure 747,798 2,356,417 1,000,000 70,909 6,250 25,000 580200-Capital Prj.- Buildings & Imp. 20,046 - 10,163,800 198,308 781,250 556,250 580300-Capital Prj.- Other Imp. 272,228 - 2,526,231 376,190 447,500 93,750 Sub-Total 93-Capital Projects $1,719,737 $2,563,171 $13,690,031 $649,094 $1,235,000 $675,000 Total Expenses $31,861,932 $32,935,954 $47,623,979 $23,312,307 $34,161,329 $36,263,372 490200-Trans In - Federal Grants - 660,946 1,440,176 - - - 490202-Trans In - SLEF 156,727 151,078 - 15,606 15,607 15,000 490204-Trans In - TDA - 4,912 - - - -
490209-Trans In - CDBG 42,520 - - - - -
490305-Trans In - Traffic Mithigation - 2,831,241 - - - - Sub-Total 79-Transfers-In $199,247 $3,677,637 $1,440,176 $15,606 $15,607 $15,000 595002-Trans Out - Water Operations - 1,616,600 - - - - Sub-Total 94-Transfers-Out $0 $1,616,600 $0 $0 $0 $0
Total Revenues $199,247 $5,294,237 $1,440,176 $15,606 $15,607 $15,000 Total General Net Surplus/(Deficit) $4,609,654 $4,153,431 ($1,166,280) $4,390,220 $2,636,827 $298,428 58 SHAFTER OPERATING BUDGET 2023/24
GENERAL FUND
DEPARTMENTS
CITY COUNCIL
CITY MANAGER
NON-DEPARTMENTAL
EDUCATION PARTNERSHIP
CITY CLERK
BUSINESS DEVELOPMENT
BUSINESS INCENTIVES
CITY ATTORNEY
HUMAN RESOURCES
FINANCE
PLANNING
POLICE
ANIMIAL CONTROL
ENGINEERING
STREETS
PUBLIC FACILITIES
BUILDING INSPECTION
CODE COMPLIENCE
City Council DescripƟon of Major Services:
The City Council is composed of ve members elected at large by the ci�zens of Sha�er. Council members serve four-year overlapping terms. As the policy-making legisla�ve body, the City Council is responsible for the enactment of all programs, policies and services of the City. The City Council acts upon all legisla�ve ma�ers concerning the City, approving and adop�ng all ordinances, resolu�ons, contracts and other ma�ers requiring overall policy decisions and leadership. The Council appoints the City Manager as well as various commissions, boards and ci�zen advisory commi�ees, all of which ensure broad-based ci�zen input into the affairs of the City. The City Council leads a unique strategic planning effort each year to determine important issues and sets overall goals for the City that year. The strategic planning effort process has been complemented if not led by the City “Vision” project originally conducted in 1996 and updated in 2002 and 2011. The strategic planning project is an implementa�on of those recommenda�ons as well as a plan for other city responsibili�es and projects. The City’s annual opera�ng budget becomes the guide and the means for implemen�ng those strategies. 60 SHAFTER OPERATING BUDGET 2023/24
City Council
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
82-Wages & Benefits
500100-Part Time Wages 13,200 13,200 13,200 13,200 13,200 13,460 500502-Uniform & Equipment Allowance 21 - - - - -
509000-Payroll Taxes 1,296 1,317 1,293 1,565 1,317 1,384 Total 82-Wages & Benefits $14,517 $14,517 $14,493 $14,765 $14,517 $14,844 83-Planned Operations
510000-Office Supplies 663 353 204 557 600 600
510001-Departmental Supplies 5,844 2,584 3,060 2,707 3,000 3,000 510100-Service Agreements 1,614 22,366 23,000 1,133 1,500 1,500 510106-Subscriptions & Dues 22,826 24,289 25,500 24,409 25,000 28,000 510110-Landscaping Services 719 1,553 867 991 867 900
510300-Vehicle Operations - 62 102 137 102 100
510400-Professional Services - 19,369 - 589 25,000 -
510501-Training 1,821 7,764 14,200 13,850 10,000 10,000 510505-Travel - 259 9,560 9,863 5,000 6,000
510701-Communications - - 2,040 - - -
510801-Outside Agency Costs 704 381 800 10 500 35,000
510802-Community Promotion 6,255 7,885 23,500 13,522 34,000 40,000 Total 83-Planned Operations $40,446 $86,865 $102,833 $67,768 $105,569 $125,100 85-Required Operations
510707-Power 230 1,098 - 583 600 1,490
Total 85-Required Operations $230 $1,098 $0 $583 $600 $1,490 88-Operations -Internal
520200-Internal ISF Chrg - Building 299 - 3,120 - 400 3,990 520300-Internal ISF Chrg - IT 1,022 15,565 8,542 - 10,000 11,058 Total 88-Operations -Internal $1,321 $15,565 $11,662 $0 $10,400 $15,048 Expenses $56,514 $118,045 $128,988 $83,116 $131,086 $156,482 Total City Council Net Surplus/(Deficit) ($56,514) ($118,045) ($128,988) ($83,116) ($131,086) ($156,482) 2023/24 SHAFTER OPERATING BUDGET 61
CITY COUNCIL
City Manager Department DescripƟon of Major Services:
The City Manager is the chief administra�ve officer of the City, and is responsible for planning, organizing and direc�ng all municipal ac�vi�es. Control of City expenditure and prepara�on of an annual budget also fall under the City Manager’s responsibility. The City Manager makes recommenda�ons to the City Council on program alterna�ves and makes sure programs adopted by the Council are implemented. Addi�onally, the City Manager is responsible for and directly oversees all Human Resource func�ons of the City.
Fiscal Year 2022-23 Highlights and Accomplishments
Managed the Re-Design of the City Website
Planned events with the Community, Sele Day, Candy in the Courtyard, and Christmas Tree Ligh�ng, and par�cipated in other City events through other groups such as Christmas at the Depot, Christmas Parade, Dia del Niño and more.
Conducted Print, Web and Social Media Outreach for various City events and programs, like the Budget Book, SB1383 Outreach, and the Housing Element Produced City 2022 Highlight Video, State of the City Highlights, and other small video projects
Managed Growth of City Social Media Accounts and increased followers by 1,050 (Instagram) and 1,191 on (Facebook)
Conducted City Council and Execu�ve Team Strategic Goals Workshop Implemented Succession Plans for various departments. Assembled Ad Hoc Commi�ees for Economic Development and Community Events Fiscal Year 2023-24 Goals and ObjecƟves
Con�nue to Enhance the Community Engagement & Communica�on Strategy to include vlogging and monthly video recaps in conjunc�on effort with Sha�er High Re-focus economic development strategy – internally and externally Implement Council Strategic Ini�a�ves and Develop Implementa�on Ac�on Plan Develop shelf-ready land parcels.
62 SHAFTER OPERATING BUDGET 2023/24
CITY MANAGER
City Manager
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
71-Fees for Service
415000-Miscelaneous Fees 25 13 - 320 320 20
Total 71-Fees for Service $25 $13 $0 $320 $320 $20
Revenues $25 $13 $0 $320 $320 $20
82-Wages & Benefits
500000-Full Time Wages - 5,794 422,720 318,133 422,720 534,982 500400-Overtime 58 448 - 483 200 500
500500-Cellphone Allowance 766 2,624 2,524 2,075 2,624 2,400 500501-Auto Allowance 1,532 6,180 185 5,649 6,180 6,400 500502-Uniform & Equipment Allowance 21 180 - 15 200 200 500503-Education Reimbursement - - - - - 3,000
500506-Incentive- Bilingual Pay 605 1,171 961 1,448 1,600 1,920 500508-Incentive-Certificate Pay - - - 158 5,900 5,922
500600-Retirement 15,619 22,399 25,827 9,456 11,614 12,000 500602-Unfunded Accr. Liab. (UAL) - - - 2,766 - -
500604-PERS 26454 Misc. Pepra - - - 12,893 26,000 26,138 500800-Health Insurance 46,115 51,017 73,211 43,619 51,017 49,800 500801-Dental Insurance 1,705 1,646 1,582 1,384 1,646 1,586 500802-Vision Insurance 800 732 681 621 732 709
500803-Life Insurance 1,221 1,533 1,265 1,278 1,533 1,636 500880-Work Comp Insurance - 15 4,182 1,831 6,200 6,512 500990-Non-Cash Labor Cost Allocation - (7,177) - - - - 509000-Payroll Taxes - 443 27,256 20,404 26,136 27,443
Total 82-Wages & Benefits $483,969 $519,755 $560,394 $422,213 $564,302 $681,148 83-Planned Operations
510000-Office Supplies 917 1,650 2,000 665 1,500 1,500
510001-Departmental Supplies 3,808 3,335 6,922 6,512 5,500 3,000 510100-Service Agreements 51,780 3,859 - 3,249 3,000 3,000 510103-Postage & Freight 511 133 500 177 100 250
510105-Software Licensing - - - - - 4,500
510106-Subscriptions & Dues 3,406 7,293 3,000 6,551 7,500 7,500 510109-Janitorial Services 873 - 875 - - -
510110-Landscaping Services 719 1,553 923 991 923 1,000 510150-Software Subscription - - - 845 - -
510200-Repairs & Maintenance 3,072 2,720 3,867 644 1,000 1,500 510300-Vehicle Operations 277 163 - 136 103 100
510302-Vehicle Operations - Fuel - 170 - - - -
510400-Professional Services 40,051 10,393 18,000 12,131 40,000 35,000 510420-Legal Services 1,439 53 8,000 1,675 1,675 -
510501-Training 5,681 4,730 14,950 12,136 10,000 8,000
510505-Travel - - 3,500 4,936 3,500 3,500
510701-Communications 1,952 3,243 2,750 1,254 2,000 3,350 510802-Community Promotion 370 5,026 3,078 3,114 3,000 3,500 510807-Regulatory & Permitting - - 50 14 50 50
Total 83-Planned Operations $114,856 $44,321 $68,415 $55,030 $79,851 $75,750 85-Required Operations
510704-Water 100 - 150 - - -
510705-Sewer 14 - 20 - - -
510706-Refuse 371 - 100 - - -
510707-Power 701 100 925 34 50 150
Total 85-Required Operations $1,186 $100 $1,195 $34 $50 $150 88-Operations -Internal
520000-Asset Replace 7,500 - 10,200 - 7,600 10,200
520100-Internal ISF Chrg - Shop 820 623 851 - 800 851
520200-Internal ISF Chrg - Building 9,160 24,552 6,241 - 10,000 7,980 520300-Internal ISF Chrg - IT 31,328 32,245 15,121 - 32,000 19,579 2023/24 SHAFTER OPERATING BUDGET 63
City Manager
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
520400-Internal ISF Chrg - Liability 25,545 17,338 27,235 - 27,000 28,770 Total 88-Operations -Internal $74,353 $74,758 $59,648 $0 $77,400 $67,380 91-Other Non-Operationa
500505-Miscellaneous Reimbursement 227,800 - - - - -
Total 91-Other Non-Operationa $227,800 $0 $0 $0 $0 $0
93-Capital Projects
580200-Capital Prj.- Buildings & Imp. - 7,200 - 22,407 250,000 - Total 93-Capital Projects $0 $7,200 $0 $22,407 $250,000 $0 Expenses $902,164 $646,134 $689,652 $499,684 $971,603 $824,428 Total City Manager Net Surplus/(Deficit) ($902,139) ($646,121) ($689,652) ($499,364) ($971,283) ($824,408) City Attorney
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
83-Planned Operations
510420-Legal Services 211,124 238,728 200,000 296,124 212,000 200,000 510421-Legal Services - Personnel 92,732 140,926 100,000 71,970 130,000 100,000 510422-Legal Services - Litigation 39,860 - 50,000 - - 50,000 Total 83-Planned Operations $343,716 $379,654 $350,000 $368,094 $342,000 $350,000 Expenses $343,716 $379,654 $350,000 $368,094 $342,000 $350,000 Total City Attorney Net Surplus/(Deficit) ($343,716) ($379,654) ($350,000) ($368,094) ($342,000) ($350,000)
CITY ATTORNEY
64 SHAFTER OPERATING BUDGET 2023/24
2023/24 SHAFTER OPERATING BUDGET 65
EducaƟon Partnership Department DescripƟon of Major Services:
The Sha�er Educa�onal Partnership is an innova�ve partnership between the City, Richland School District and the Kern High School District’s Sha�er Campus. Most small communi�es in the Central Valley face challenges related to lower incomes and lower overall educa�on levels of the popula�on. The socioeconomic environment of these communi�es generally results in lower student performance. Parents with less educa�on and poorer incomes generally have less experience, �me, resources, and academic ability to help and be involved in their children’s educa�on. This adds to the exis�ng economic challenges, as be�er educated and more affluent families tend to live or move into communi�es with be�er standardized test scores. Standardized test scores almost singularly enable, or force, both pockets of affluence and pockets of poverty.
The Sha�er Educa�onal Partnership is an a�empt to cri�cally understand these dynamics and take a direct role in improving them from outside of the conven�onal educa�on systems and culture.
Fiscal Year 2022-23 Highlights and Accomplishments
New early literacy program.
Increased support for college transi�on.
Library exceeded pre-pandemic levels for circula�on and a�endance. Conducted department opera�ons analysis and reorganized workow in response. Secured grants for art and facility improvements from the State of California, Wonderful, Aera, Kern Community Founda�on, and Arts Council of Kern.
Fiscal Year 2023-24 Goals and ObjecƟves
Increase opera�on capacity with new SLLC Manager and Teacher Leads.
Complete pergola project, office reloca�on, purchase and use outreach vehicle, satellite library.
Grow library circula�on to 20,000 per year.
66 SHAFTER OPERATING BUDGET 2023/24
EDUCATION PARTNERSHIP
Education Partnership
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
71-Fees for Service
410600-Education Fees - Misc 241 - - - - -
410601-Education Fees - Tuition - - 2,040 - - -
Total 71-Fees for Service $241 $0 $2,040 $0 $0 $0
77-Grants & Donations
470000-CA Grant - - 9,862 9,862 - -
470050-CA Grant - Library - 3,800 - 40,000 - -
470300-Donations - Misc 2,500 40,218 14,662 9,073 13,300 13,000 Total 77-Grants & Donations $2,500 $44,018 $24,524 $58,935 $13,300 $13,000 Revenues $2,741 $44,018 $26,564 $58,935 $13,300 $13,000 82-Wages & Benefits
500000-Full Time Wages - 6,509 230,563 217,435 230,563 215,212 500100-Part Time Wages - 5,957 7,280 230,759 210,000 240,000 500200-Temporary Wages - - 251,746 - - -
500500-Cellphone Allowance 766 2,326 2,402 1,159 2,326 2,400 500501-Auto Allowance 1,348 4,819 185 4,357 4,819 5,000 500502-Uniform & Equipment Allowance 64 - - - - -
500504-One-Time Compensation 2,614 10,752 - 5,386 2,667 2,800 500506-Incentive- Bilingual Pay 905 2,511 5,121 2,142 2,511 12,480 500600-Retirement 31,600 32,520 33,263 19,207 19,207 19,300 500602-Unfunded Accr. Liab. (UAL) - - - 1,509 - -
500603-PERS 3069 Misc. Classic - - - 6,808 - -
500604-PERS 26454 Misc. Pepra - - - 1,309 10,200 10,232 500800-Health Insurance 47,161 38,790 45,308 19,515 38,790 42,672 500801-Dental Insurance 1,511 1,200 1,286 609 1,200 1,330 500802-Vision Insurance 721 573 614 288 573 614
500803-Life Insurance 888 849 861 792 849 968
500880-Work Comp Insurance 25,848 7,022 2,195 2,327 7,022 7,374 500990-Non-Cash Labor Cost Allocation - (3,534) - - - - 509000-Payroll Taxes - 954 18,077 37,752 37,097 38,952
Total 82-Wages & Benefits $498,158 $579,022 $598,901 $551,354 $567,824 $599,334 83-Planned Operations
510000-Office Supplies 1,080 1,303 2,500 900 2,000 2,000 510001-Departmental Supplies - 41,075 58,673 37,021 55,000 18,000 510015-Books - 34,874 56,162 46,708 49,500 50,000
510016-Classroom Supplies 409 7,345 18,962 14,544 19,500 19,000 510060-Med/Safety Test - - - 1,120 1,200 -
510100-Service Agreements 16,223 35,479 30,000 4,790 7,000 7,000 510103-Postage & Freight 102 68 100 131 200 200
510105-Software Licensing - 74,763 71,300 35,777 40,000 40,000 510109-Janitorial Services 21,166 25,409 25,200 32,807 37,000 37,000 510110-Landscaping Services - - 5,000 689 - 10,000
510115-Recruitment 2,825 1,180 1,500 256 1,000 1,500
510122-Shafter Library - 40 - - - -
510150-Software Subscription - - - 18 - -
510200-Repairs & Maintenance - 38,261 28,514 23,428 37,000 20,000 510300-Vehicle Operations - - 1,000 - - 1,500
510302-Vehicle Operations - Fuel - 30 500 - - -
510400-Professional Services - - 8,498 8,044 7,500 8,000 510420-Legal Services 16,083 2,677 - - - -
510501-Training 1,308 2,027 1,800 1,537 1,800 3,500
510505-Travel 38 646 1,700 666 900 1,000
510602-Property Rental 4,138 4,350 3,600 4,125 3,600 3,600 510701-Communications 1,095 2,674 3,500 1,702 1,500 2,760 510804-Community Promotions 16,595 18,414 17,500 14,070 13,000 20,000 510809-Assessment fees - - - 69 - -
Total 83-Planned Operations $124,630 $392,888 $336,009 $228,403 $277,700 $245,060 2023/24 SHAFTER OPERATING BUDGET 67
Education Partnership
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
85-Required Operations
510706-Refuse 702 732 2,825 1,490 800 760
510707-Power 9,115 15,789 7,975 16,950 20,000 28,600
510708-Natural Gas 709 1,206 930 2,316 2,500 2,500
Total 85-Required Operations $10,526 $17,727 $11,730 $20,756 $23,300 $31,860 88-Operations -Internal
520000-Asset Replace 12,463 9,740 10,200 - 13,000 10,200 520200-Internal ISF Chrg - Building 9,289 29,143 18,145 - 11,000 23,220 520300-Internal ISF Chrg - IT 31,770 77,095 104,239 - 45,000 135,000 520400-Internal ISF Chrg - Liability 25,905 7,721 28,785 - 27,000 30,400 Total 88-Operations -Internal $79,427 $123,699 $161,369 $0 $96,000 $198,820 92-Capital Outlay
570000-Furniture & Fixtures 40,120 - - - - -
570200-Machinery & Equipment 5,298 - - - - -
Total 92-Capital Outlay $45,418 $0 $0 $0 $0 $0
93-Capital Projects
580200-Capital Prj.- Buildings & Imp. 20,046 - - - - -
Total 93-Capital Projects $20,046 $0 $0 $0 $0 $0
Expenses $778,205 $1,113,336 $1,108,009 $800,513 $964,824 $1,075,074 Total Education Partnership Net Surplus/
(Deficit)
($775,464) ($1,069,318) ($1,081,445) ($741,578) ($951,524) ($1,062,074) 68 SHAFTER OPERATING BUDGET 2023/24
2023/24 SHAFTER OPERATING BUDGET 69
City Clerk DescripƟon of Major Services:
The City Clerk records, prepares and maintains the minutes of each City Council mee�ng and maintains the official records of the City. Other func�ons of the City Clerk include conduc�ng municipal elec�ons and coordina�ng other elec�on ac�vi�es, providing cer�ed copies of official documents, maintaining the Municipal Code and managing City Council oral and wri�en correspondence. The Division is also responsible for recording, preparing and maintaining the minutes for special boards, commissions and agencies which include but are limited to the following: Sha�er Joint Powers Financing Authority, Sha�er Industrial Development Authority, Sha�er Charitable Purpose Founda�on, Sha�er Civic Improvement Corpora�on, Sha�er Planning Commission, and various subcommi�ees and commissions.
Fiscal Year 2022-23 Highlights and Accomplishments
Conducted Charter Decennial Review.
Implemented Agenda Management So�ware.
Conducted the Nomina�on Period and the November 8, 2022, General Municipal Elec�on for 2 City Council seats. Incumbent Cathy L. Prout and newly elected Council Member Gustavo Olvera Jr took office on December 20, 2022.
Fiscal Year 2023-24 Goals and ObjecƟves
Develop Citywide Document Reten�on Program.
o Finalize the Citywide review, comment, and approval of the dra� policy. o Implement regularly scheduled destruc�on of records at a department level citywide.
Codify Title 16 Subdivision Manual and Title 17 Zoning Ordinance Manual as part of the Municipal Code Book with online accessibility instead of by separate codebook. 70 SHAFTER OPERATING BUDGET 2023/24
CITY CLERK
City Clerk
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
82-Wages & Benefits
500000-Full Time Wages - 3,532 87,152 95,059 87,152 120,825 500500-Cellphone Allowance 383 1,205 1,201 1,089 1,205 1,200 500501-Auto Allowance 958 3,012 116 2,031 3,012 3,120
500503-Education Reimbursement - - - - - 3,000
500504-One-Time Compensation - - - 1,741 1,741 1,800
500506-Incentive- Bilingual Pay 307 964 961 650 964 960 500508-Incentive-Certificate Pay - - - 178 5,920 5,922
500600-Retirement 14,653 15,357 16,201 10,687 10,686 11,000 500602-Unfunded Accr. Liab. (UAL) - - - 570 - -
500603-PERS 3069 Misc. Classic - - - 5,532 - -
500800-Health Insurance 21,941 21,332 23,036 19,355 21,332 21,816 500801-Dental Insurance 793 690 687 618 690 687
500802-Vision Insurance 333 308 307 276 308 307
500803-Life Insurance 343 370 354 399 370 398
500880-Work Comp Insurance 7,122 1,458 465 496 1,458 1,532 500990-Non-Cash Labor Cost Allocation - (2,859) - - - - 509000-Payroll Taxes - 270 6,513 7,350 6,518 6,844
Total 82-Wages & Benefits $140,191 $137,520 $136,993 $146,031 $141,356 $179,411 83-Planned Operations
510000-Office Supplies 403 527 510 466 650 700
510001-Departmental Supplies 199 1,107 5,020 2,341 3,000 1,100 510100-Service Agreements 1,318 1,252 1,500 978 1,200 1,500 510103-Postage & Freight 334 246 350 244 300 350
510104-Advertising 6,011 7,624 7,000 6,015 7,500 5,000
510105-Software Licensing - - 16,000 8,200 10,000 7,000 510106-Subscriptions & Dues 7,769 8,290 8,000 10,151 10,000 10,000 510109-Janitorial Services 429 - 1,500 - - -
510110-Landscaping Services 719 1,553 800 991 850 900
510200-Repairs & Maintenance 2,917 135 1,200 644 1,200 1,200 510300-Vehicle Operations 26 - - 61 61 100
510400-Professional Services 40 - 2,000 818 500 500
510501-Training 4,087 245 1,000 824 800 5,000
510505-Travel - - 500 - - 2,000
510701-Communications 376 456 2,040 418 500 470
510802-Community Promotion - - 950 73 100 500
510806-Elections 6,059 435 12,000 (478) 12,000 -
510807-Regulatory & Permitting - - 50 14 50 -
Total 83-Planned Operations $30,687 $21,870 $60,420 $31,760 $48,711 $36,320 85-Required Operations
510704-Water 33 - 3,200 - - -
510705-Sewer 5 - - - - -
510706-Refuse 63 - - - - -
510707-Power 532 - 550 - - -
Total 85-Required Operations $633 $0 $3,750 $0 $0 $0
88-Operations -Internal
520000-Asset Replace 7,500 - 10,200 - 7,600 10,200
520100-Internal ISF Chrg - Shop 845 641 877 - 800 877
520200-Internal ISF Chrg - Building 2,624 45,820 11,647 - 23,000 14,900 520300-Internal ISF Chrg - IT 8,973 19,564 31,639 - 9,000 40,978 520400-Internal ISF Chrg - Liability 7,317 3,325 12,903 - 7,600 13,630 Total 88-Operations -Internal $27,259 $69,350 $67,266 $0 $48,000 $80,585 Expenses $198,770 $228,740 $268,429 $177,791 $238,067 $296,316 Total City Clerk Net Surplus/(Deficit) ($198,770) ($228,740) ($268,429) ($177,791) ($238,067) ($296,316) 2023/24 SHAFTER OPERATING BUDGET 71
Economic Development DescripƟon of Major Services:
This Division contains funding for staff and opera�ng costs for economic development work conducted within the City. Prior to scal year 2011-2012 these costs were allocated between the City Manager Department of the General Fund and the Sha�er Community Development Agency.
Due to the statewide elimina�on of all redevelopment agencies, this division was created to provide an alterna�ve source of funding for these ac�vi�es.
Fiscal Year 2022-23 Highlights and Accomplishments
Completed California Associa�on for Local Economic Development (CALED) Cer�ca�on Course.
Maintained visibility of Sha�er through professional presenta�ons and networking events.
2nd Countryside Car Wash under construc�on with on-site restaurants to follow. Advanced en�tlement process on City-owned proper�es to prepare for development, lease, or sale.
Made new connec�ons for rail, retail, and real estate to promote revenue genera�on. Renewed Business Expansion A�rac�on Reten�on (BEAR) Program to May 31, 2023.
Fiscal Year 2023-24 Goals and ObjecƟves
Implement Council Strategic Goals when established and begin ac�on steps.
Establish Sha�er brand and market business development opportuni�es.
Create framework to begin City ventures as property developer.
Energize Chamber of Commerce efforts with local businesses.
Connect local businesses with resources through workshops and seminars. 72 SHAFTER OPERATING BUDGET 2023/24
ECONOMIC DEVELOPMENT
Business Development
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
71-Fees for Service
410900-Admin Fees - Misc - - - 2,815 - -
Total 71-Fees for Service $0 $0 $0 $2,815 $0 $0
Revenues $0 $0 $0 $2,815 $0 $0
82-Wages & Benefits
500000-Full Time Wages - 1,925 225,441 187,486 225,400 347,188 500400-Overtime - 1 - - - -
500500-Cellphone Allowance 421 1,380 1,444 1,378 1,380 2,640 500501-Auto Allowance 1,667 5,301 204 3,870 5,301 5,550 500502-Uniform & Equipment Allowance - 61 - 32 50 50
500503-Education Reimbursement - 10 - - 20 -
500504-One-Time Compensation 641 654 - 515 - -
500506-Incentive- Bilingual Pay - 20 - 80 80 96
500600-Retirement 16,589 13,311 15,740 8,171 8,171 8,300 500602-Unfunded Accr. Liab. (UAL) - - - 1,475 - -
500603-PERS 3069 Misc. Classic - - - 860 - -
500604-PERS 26454 Misc. Pepra - - - 4,308 21,700 21,771 500800-Health Insurance 18,764 22,619 27,232 23,490 22,619 46,623 500801-Dental Insurance 691 607 664 637 607 1,341
500802-Vision Insurance 277 232 252 251 232 562
500803-Life Insurance 711 762 764 784 762 871
500880-Work Comp Insurance - 13 3,685 1,649 4,266 4,479 500990-Non-Cash Labor Cost Allocation - (4,115) - - - - 509000-Payroll Taxes - 28 14,489 12,345 13,217 13,877
Total 82-Wages & Benefits $276,343 $258,518 $289,915 $247,331 $303,805 $453,348 83-Planned Operations
510000-Office Supplies - - 510 284 600 617
510001-Departmental Supplies 166 764 1,326 424 500 750
510100-Service Agreements 2,070 1,935 122 1,693 1,500 1,500 510103-Postage & Freight 27 23 153 143 200 200
510106-Subscriptions & Dues 12,000 12,703 14,760 14,125 14,625 14,075 510109-Janitorial Services 429 - 600 - - -
510110-Landscaping Services 2,340 1,553 3,000 991 1,000 1,000 510115-Recruitment - - - - 75,000 -
510200-Repairs & Maintenance 3,641 2,758 7,344 1,660 1,500 1,500 510205-Building Repair & Maintenance - - 765 - - -
510302-Vehicle Operations - Fuel - 35 - 50 50 50
510400-Professional Services 11,014 1,504 45,000 41,561 30,000 259,500 510501-Training 862 1,807 26,050 2,128 2,500 2,500
510505-Travel (165) 536 1,020 1,720 2,602 2,975
510602-Property Rental - - - - 2,000 2,000
510701-Communications 595 274 2,204 268 300 290
510802-Community Promotion - - 1,450 2,022 500 500
510807-Regulatory & Permitting - - 50 14 800 1,450
Total 83-Planned Operations $33,174 $24,917 $104,354 $67,083 $133,677 $288,907 85-Required Operations
510704-Water 1,296 37 6,200 - - -
510705-Sewer 183 14 300 - - 20
510706-Refuse 63 - 300 - - -
510707-Power 2,353 2,846 2,300 1,996 2,500 3,830
510708-Natural Gas - - 300 - - -
Total 85-Required Operations $3,895 $2,897 $9,400 $1,996 $2,500 $3,850 88-Operations -Internal
520000-Asset Replace 3,750 - 5,100 - 3,800 5,100
520100-Internal ISF Chrg - Shop 2,485 1,886 2,578 - 2,400 2,578 520200-Internal ISF Chrg - Building 5,303 28,400 8,424 - 14,000 10,780 520300-Internal ISF Chrg - IT 18,137 13,376 18,792 - 19,000 24,333 2023/24 SHAFTER OPERATING BUDGET 73
Business Development
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
520400-Internal ISF Chrg - Liability 14,789 6,414 26,822 - 16,000 28,330 Total 88-Operations -Internal $44,464 $50,076 $61,716 $0 $55,200 $71,121 93-Capital Projects
580000-Capital Prj.- Land 58,849 24,184 - 3,687 - -
580300-Capital Prj.- Other Imp. 29,521 28,499 - 28,708 - - Total 93-Capital Projects $88,370 $52,683 $0 $32,395 $0 $0 Expenses $446,246 $389,091 $465,385 $348,805 $495,182 $817,226 Total Business Development Net Surplus/
(Deficit)
($446,246) ($389,091) ($465,385) ($345,990) ($495,182) ($817,226) Business Incentives
Actual Actual Budget 11Mo Actual Projection Budget
2020/21 2021/22 2022/23 2022/23 2022/23 2023/24
83-Planned Operations
510423-Legal Services - Bus Devel - - 150,000 - - 150,000 Total 83-Planned Operations $0 $0 $150,000 $0 $0 $150,000 91-Other Non-Operationa
510803-Development Agreements 12,248,022 13,017,400 12,600,000 6,670,241 13,090,000 13,500,000 Total 91-Other Non-Operationa $12,248,022 $13,017,400 $12,600,000 $6,670,241 $13,090,000 $13,500,000 Expenses $12,248,022 $13,017,400 $12,750,000 $6,670,241 $13,090,000 $13,650,000 Total Business Incentives Net Surplus/
(Deficit)
($12,248,022) ($13,017,400) ($12,750,000) ($6,670,241) ($13,090,000) ($13,650,000) 74 SHAFTER OPERATING BUDGET 2023/24
2023/24 SHAFTER OPERATING BUDGET 75
Human Resources DescripƟon of Major Services:
This Division is under the direc�on of the City Manager and contains funding for staff and opera�ng costs, either directly or in support of Citywide staffing, employment processing, compensa�on, health and welfare benets, training and development, records management, safety and health, succession planning, employee rela�ons and reten�on. Prior to scal year 2017-2018 these costs were allocated to the City Manager Department.
Fiscal Year 2022-23 Highlights and Accomplishments
Conducted a Citywide compensa�on study.
Digi�zed HR forms.
Updated HR policies.
Updated HR Department Webpage.
Fiscal Year 2023-24 Goals and ObjecƟves
Update/Reformat City Job Descrip�ons.
Scan MCCF Supervisor les into Laserche.
76 SHAFTER OPERATING BUDGET 2023/24