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HomeMy WebLinkAbout05.20.2025@430 SP Budget CCTuesday, May 20, 2025 4:30 PM City of South San Francisco P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA City Manager's Conference Room, 400 Grand Avenue South San Francisco, CA 94080 Budget Standing Committee of the City Council EDDIE FLORES, Mayor MARK ADDIEGO, Vice Mayor Special Meeting Agenda 1 May 20, 2025Budget Standing Committee of the City Council Special Meeting Agenda American Disability Act: The City Clerk will provide materials in appropriate alternative formats to comply with the Americans with Disabilities Act. Please send a written request to City Clerk Rosa Govea Acosta at 400 Grand Avenue, South San Francisco, CA 94080, or email at [email protected]. Include your name, address, phone number, a brief description of the requested materials, and preferred alternative format service at least 24-hours before the meeting. Accommodations: Individuals who require special assistance of a disability -related modification or accommodation to participate in the meeting, including Interpretation Services, should contact the Office of the City Clerk by email at [email protected], 24-hours before the meeting. Notification in advance of the meeting will enable the City of South San Francisco to make reasonable arrangements to ensure accessibility to the meeting. How to submit written Public Comment before the City Council Meeting: Members of the public are encouraged to submit public comments in writing in advance of the meeting via the eComment tab by 2:30 p.m. on the meeting date. Use the eComment portal by clicking on the following link: https://ci-ssf-ca.granicusideas.com/meetings or by visiting the City Council meeting's agenda page. eComments are also directly sent to the iLegislate application used by City Council and staff. Page 2 City of South San Francisco Printed on 5/21/2025 2 May 20, 2025Budget Standing Committee of the City Council Special Meeting Agenda CALL TO ORDER ROLL CALL AGENDA REVIEW PUBLIC COMMENTS: Comments are limited to items on the Special Meeting Agenda. MATTERS FOR CONSIDERATION Motion to approve the Minutes for the meeting of January 29, 2025.1. Report regarding the City of South San Francisco Operating Budget for Fiscal Year 2025-26 (Karen Chang, Director of Finance) 2. Report Regarding Options for Revenue Enhancement. (Rich Lee, Assistant City Manager & Wing-See Fox, Urban Futures, Inc.) 3. Report regarding proposed Capital Improvement Program for the Fiscal Year 2025-26. (Eunejune Kim, Director of Public Works/City Engineer, and Matthew Ruble, Principal Engineer) 4. ADJOURNMENT Page 3 City of South San Francisco Printed on 5/21/2025 3 City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:25-580 Agenda Date:5/20/2025 Version:1 Item #:1. Motion to approve the Minutes for the meeting of January 29,2025. City of South San Francisco Printed on 5/16/2025Page 1 of 1 powered by Legistar™4 CALL TO ORDER TIME: 4:00 p.m. ROLL CALL PRESENT: Mayor Flores Vice Mayor Addiego AGENDA REVIEW None. PUBLIC COMMENTS The following individual addressed the subcommittee: • Cynthia Marcopulos MATTERS FOR CONSIDERATION 1. Motion to approve the Minutes for the meeting of May 8, 2024. Motion – Vice Mayor Addiego / Second – Mayor Flores: to approve the minutes. The motion carried unanimously. 2. Report presenting Fiscal Year (FY) 2024-25 Mid-Year Financial Report as of December 31, 2024, and proposed budget amendments for FY 2024-25 Operating and Capital Improvement Program (CIP) Budgets (Karen Chang, Director of Finance) Director Chang presented the report and reviewed the 2024-25 budget and reviewed proposed adjustments. Department representatives discussed appropriation requests and responded to inquiries from the subcommittee. Vice Mayor Addiego highlighted the response to the new Business License Tax and requested additional data surrounding Transient Occupancy Tax (TOT). Director Chang concluded with reviewing the 5-year budget projection, recommendations, and next steps. The subcommittee provided feedback to staff for presenting the item to the Council. 3. Staff Report for Discussion on Pension Funding Policy and update on pension and OPEB liabilities (Karen Chang, Director of Finance) MINUTES SPECIAL MEETING BUDGET STANDING COMMITTEE OF THE CITY OF SOUTH SAN FRANCISCO WEDNESDAY, JANUARY 29, 2025 4:00 p.m. City Hall, City Manager’s Conference Room 400 Grand Avenue, South San Francisco, CA 5 SPECIAL BUDGET STANDING COMMITTEE MEETING JANUARY 29, 2025 MINUTES PAGE 2 Director Chang presented the report and discussed a potential pension funding policy. City staff and subcommittee members engaged in discussions surrounding strategies for addressing obligations. Mayor Flores requested the item be brought to the Council with tables to identify variables for visibility. 4. Preliminary information regarding federal aid freeze and implications for existing City contracts and subgrantees. (Sharon Ranals, City Manager) City Manager Ranals indicated the item was added to discuss the potential freeze of federal funding. She noted the City is working to create a comprehensive report of federally funded programs and encouraged the subcommittee to provide any thoughts. The subcommittee indicated there is not a desire to withhold payments and provided feedback to staff. ADJOURNMENT Being no further business, Mayor Flores adjourned the meeting at 5:25 p.m. Submitted by: Approved by: Jazmine Miranda Eddie Flores Assistant City Clerk Mayor Approved by the Budget Standing Committee: / / 6 City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:25-438 Agenda Date:5/20/2025 Version:1 Item #:2. Report regarding the City of South San Francisco Operating Budget for Fiscal Year 2025-26 (Karen Chang, Director of Finance) Attachments: Att A - Operating Budget Staff Report - *due to formatting limitations, the full report is included in Attachment A. Att 1 - General Fund Proposed Budget FY 2025-26 Att 2 - New Requests - Personnel cost GF & Other Funds Att 3 - New Requests - Supplies and Services GF & Other Funds Att 4 - Revenue Adjustments GF & Other Funds Att 5 - Budget Subcommittee Presentation City of South San Francisco Printed on 5/16/2025Page 1 of 1 powered by Legistar™7 City of South San Francisco Page 1 of 15 File#: 25-438 Agenda Date: 5/20/2025 Version: 1 Item #: Report regarding the City of South San Francisco Operating Budget for Fiscal Year 2025-26. (Karen Chang, Director of Finance) RECOMMENDATION It is recommended that the Budget Standing Committee provide feedback in preparation for the City Council study session on June 11, 2025, related to the establishment of the City’s Fiscal Year (FY) 2025-26 operating budget. BACKGROUND/DISCUSSION The City’s budget process is an annual cycle that aligns financial planning with service delivery, policy goals, and community needs for the fiscal year beginning July 1 and ending June 30. It serves as both a financial plan and a policy document, guiding how City resources are allocated and managed. Each year, the process begins with the development and refinement of City Council policy goals, typically occurring in the first quarter of the calendar year. These goals serve as a strategic foundation for budget development, providing direction for departmental priorities, new initiatives, and resource allocation. This early-stage policy discussion ensures that the budget reflects the long-term vision and evolving priorities of the City Council and the community. Following this, departments prepare budget requests based on operational needs and policy alignment. These requests are reviewed by the Finance Director and City Manager, and department heads participate in individual meetings to evaluate and refine their proposals. Revenue forecasting is conducted primarily by the Finance Department for major tax categories, while departments contribute estimates for fees, permits, and other sources. Capital improvement requests are managed separately by the Public Works Department and submitted via a dedicated staff report to ensure alignment with infrastructure planning and long- term capital needs. The public component of the budget process begins with the Budget Standing Committee, which reviews preliminary recommendations and key assumptions. The proposed budget is then presented in a public City Council Study Session for discussion and feedback. A final version is adopted by the City Council in a regular meeting, completing a three -step public review and approval process. City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA 8 City of South San Francisco Page 2 of 15 The process is guided by best practices in fiscal management, emphasizing transparency, accountability, and the alignment of financial resources with strategic priorities. CITYWIDE OVERVIEW – EXECUTIVE SUMMARY While each fund, particularly the General Fund, face specific revenue-side concerns, the cost pressures affecting the City’s budget are broad and largely universal across departments and funds. A key driver of rising expenditures in the FY 2025–26 Proposed Budget is the continued growth in personnel costs. The budget currently includes a 3% cost-of-living adjustment (COLA), which adds approximately $3.0 million to the City’s payroll base. However, this projection may change, as contracts for all bargaining units will expire on June 30, 2025, and are currently being negotiated. In this context, the City must balance fiscal sustainability with the need to retain and attract a high-quality workforce. Healthcare premiums continue to rise this year; however, the rate of increase has tapered off compared to last fiscal year's peak. Kaiser's premium, which rose 17% last year, shows no change this year, while Blue Shield's rates increased by 4%, and dental premium remain unchanged. The City is also experiencing a sharp rise in its required pension contributions. The total Unfunded Accrued Liability (UAL) payment to CalPERS in FY 2025–26 is projected at $23.6 million — a $3.7 million or 19% increase over FY 2024–25. These increases are primarily due to CalPERS’ adjustments in actuarial assumptions—such as lower expected investment returns and changes in retiree longevity—as well as past investment losses that are now being amortized over time. Additionally, COLAs for salaries in South San Francisco have exceeded CalPERS’ actuarial assumption of 2.8%1 which further increases our UAL payment. Since pension liabilities are closely tied to employee compensation, this higher- than-expected wage growth has added upward pressure to the UAL. These impacts are compounded by CalPERS’ structured amortization schedules. CalPERS uses a layered amortization approach to manage gains and losses over time, typically spreading each year’s changes over 20 years. These schedules are deliberately backloaded: payments begin at lower amounts and ramp up over the first five years. While this method provides participating agencies with less pension contribution volatility, it does result in paying more interest than straight-line amortization of investment losses. The City is experiencing the ramp up period, and payments are rising in FY 2025–26 not only due to new liabilities, but also due to the natural progression of earlier amortization layers reaching their peak. This structured, escalating curve is intended to smooth volatility over time but presents near-term budget pressures for the City. With respect to CalPERS’ investment portfolio performance in the current fiscal year, while it experienced significant paper losses due to market volatility from federal government tariffs, through May 9, 2025, the market value of CalPERS investment portfolio is $533.6 billion, which is a 6.1% year to date return on investment (ROI). Of note, it is the deviation between the discount rate (currently 6.8%) and the ROI that determines whether CalPERS amortizes an investment gain or loss for a fiscal year. Other non-personnel operating costs are also rising. Mid-year adjustments to utility rates have been carried forward into the new budget, contributing to higher baseline expenses. In addition, ongoing 1 https://www.calpers.ca.gov/documents/jrs-actuarial-valuation-2024/download?inline 9 City of South San Francisco Page 3 of 15 inflation continues to drive up the cost of supplies, materials, and contracted services, placing added pressure on the City's operating budget. To help manage rising costs, the City Manager instructed departments to be highly selective in submitting new requests during the budget development process –especially those related to staffing. With limited exception, new position requests were discouraged in order to contain long-term cost growth and preserve budget flexibility. This directive reflects a strategic effort to align the City’s service levels with available resources, ensuring fiscal sustainability while minimizing the accumulation of ongoing obligations in a challenging revenue environment. Table 1 illustrates the citywide impact of these trends. While revenues are projected to increase slightly from FY 2024–25 to FY 2025–26, overall expenditures, particularly payroll and supplies and services, are rising more sharply, resulting in a projected net deficit of $6.0 million: Table 1. Citywide Operating Budget (in million) Funds Gen F Meas W Spec. Rev Ent. Fund ISF Other Total Revenue $139.0 $14.6 $9.6 $37.6 $31.1 $0.0 $232.1 Transfers In $1.5 - - $0.9 $0.3 $13.2 $15.9 Payroll ($117.0) ($0.2) ($1.1) ($14.0) ($19.6) ($0.0) ($151.9) Supplies & Svcs ($25.0) - ($1.9) ($14.3) ($11.0) ($0.1) ($52.2) Capital Purchases ($0.0) - ($0.1) ($1.1) ($1.4) - ($2.6) Debt Service - - - ($5.5) - ($13.2) ($18.7) Inter Dept ($10.2) - ($0.0) ($2.3) ($0.1) - ($12.6) Transfers Out ($0.5) ($13.2) ($2.2) - - - ($15.9) Surplus/ (Deficit) ($12.2) $1.2 $4.3 $1.3 ($0.6) ($0.1) ($6.0) Table 1 highlights the growing gap between revenue growth and expenditure needs, a trend that without strategic action, could significantly constrain the City’s ability to sustain existing service levels in the years ahead. The remainder of the discussion of this report will be focused mainly on the General Fund operating budget. The General Fund is the City’s largest and core operational fund, where all of the City’s tax revenues and the bulk of the essential services are delivered by departments such as Economic and Community Development, Fire, Library, Parks and Recreation, Police, Public Works, and City Administration are budgeted and accounted for. GENERAL FUND OVERVIEW – EXECUTIVE SUMMARY City Council adopted the FY 2024-25 mid-year budget on February 12, 2025. At that time General Fund total revenues and resources were projected to be $152.6 million, while expenditures were projected at $159.5 million resulting in a General Fund deficit of approximately $6.9 million. FY 2024-25 Budget update Since mid-year, additional updates have prompted revisions to the year-end projections. 10 City of South San Francisco Page 4 of 15 As shown in Table 2, the projected net deficit has improved slightly, decreasing from $6.9 million to $5.8 million. The adjustments following the mid-year, as shown in Table 2 are: 1. Following the mid-year adjustment, subsequent budget adjustments have resulted in a net reduction of $2.7 million to the projected year-end available fund balance. 2. Further Adjustments represent additional adjustments by staff on the projected revenues and expenditures. a. Revenues: i. $0.2 million in City Council authorized budget adjustments increasing revenue. ii. $1.4 million reduction in revenue due to the one-time billboard project being moved to the next fiscal year. b. Expenses: i. $2.9 million in City Council authorized budget adjustments increasing expenditure authority. ii. $3 million reduction in projected payroll expenses due to additional anticipated vacancy savings. iii. $2.2 million reduction in Supplies and Services due to the closure of completed Purchase Orders with remaining balances. Table 2. General Fund Year End Projection Mid-Year Projected FY 2024-25 Year End Updated Projected FY 2024-25 Year End Year Start Available Fund Balance 34.8 34.8 Adjustments to Fund Balance1 7.8 7.8 Revenues (inflows) 145.3 144.1 Expenditures (159.9) (157.6) Change in Available Fund Balance (6.9) (5.8) Projected Year-End Available Fund Balance 27.9 29.0 1. Adjustment to fund balance is the release of encumbered funds back into the available reserve. Despite the projected available fund balance of $29.0 million in the General Fund reflecting a 17 percent decrease when compared to the prior year, it remains at a fiscally sound level. FY 2025-26 Proposed Budget As the City begins development of the FY 2025–26 budget, it continues to monitor a range of national and state economic risks that may impact fiscal performance. At the national level, slower- than-expected economic growth, persistent core inflation, and the potential for prolonged high interest rates are creating uncertainty for both consumer behavior and municipal revenues. At the state level, ongoing budget deficits in California- unlikely to improve in near term-pose additional risks, particularly for local governments that rely on intergovernmental funding or economic activity linked to state-level policy. These factors present a greater risk to the City’s revenues than to its expenditure, as approximately 80 percent of General Fund spending is committed to 11 City of South San Francisco Page 5 of 15 personnel costs, which tend to remain stable and are less immediately affected by economic fluctuations. These fiscal pressures provide important context for the City’s FY 2025–26 General Fund budget, which, as shown in Table 3, requires the use of $12.2 million in General Fund available fund balance to close the budget gap, representing a 43 percent reduction in City’s General Fund’s available fund balance. Table 3. General Fund Operating Budget FY 2025-26 Proposed Budget (in millions) Beginning Available Fund Balance $29.0 Revenues $140.5 Less: Expenditure 152.7 Surplus/ (Deficit) (12.2) Use of General Fund Reserve 12.2 Net Surplus/(Deficit) Balanced Ending Available Fund Balance $16.8 The table above provides a high-level overview of the General Fund's projected revenues and expenditures for FY 2025–26. To better understand the factors driving the City’s financial position, the following sections provide additional detail, beginning with the revenue categories. Each revenue source is influenced by a range of economic, policy, and operational factors that shape the City’s ability to fund services and maintain fiscal stability. 1. FY 25-26 GENERAL FUND REVENUE PROJECTIONS The FY 2025-26 Operating Budget has been developed, assuming many of the revenue categories would experience moderate to flat growth. Comparisons are generally made to the prior year adopted budget unless otherwise noted. 1. Property Tax revenue is projected to be higher based on historical information, but slightly lower than the mid-year update due to the assumption that the State of California will not appropriate funds to backfill the VLF shortfall 2. Sales Tax is expected to decrease from last year’s adopted but remain flat from the mid- year update. 3. Transient Occupancy Tax (TOT) revenue projected with modest increase. 4. Other Tax, which includes the voter-approved update to the Business License Tax, is projected to have a significant increase. 5. Franchise Fees remain flat 6. Permit Fee revenues are projected to decrease significantly. The General Fund revenue forecast (excluding Measure W), Table 4 for FY 2025-26 is shown below, set against FY 2024-25 budget and FY 2023-24 actuals (in millions): 12 City of South San Francisco Page 6 of 15 Table 4. General Fund Operating Revenue Budget REVENUES FY 2023-24 FY 2024-25 FY 2025-26 (in millions) Actual as of 6/30/2024 Adopted Budget Adjusted Budget Proposed Budget Percent Change from FY 2024-25 Adopted Taxes Property Tax $56.4 $50.2 $57.1 $56.9 13.3% Sales Tax 23.2 23.2 21.2 21.2 -8.6% Transient Occupancy Tax 14.9 14.5 14.8 15.3 5.4% Other Tax 7.1 6.7 7.7 9.0 34.6% Franchise Fees 5.3 6.2 6.2 6.2 0.0% License and Permits Building 8.3 9.0 8.0 5.7 -36.7% Fire 3.8 2.3 2.9 2.7 15.7% Public Works 1.6 1.8 2.7 2.3 25.7% Other 0.2 0.0 0.0 0.1 700.0% Fines & Forfeitures 0.5 0.9 0.9 0.9 0.1% Intergovernmental 6.5 2.7 4.9 2.9 10.7% Charges for Services Planning 0.7 0.4 0.4 0.8 86.5% Fire 4.8 3.7 3.9 3.3 -9.5% Parks & Recreation 4.2 3.4 3.4 3.5 2.7% Police 1.2 1.1 1.1 1.0 -8.6% Other* 0.1 0.0 0.0 0.0 4.9% Inter-Fund Admin Charge 2.0 2.0 2.0 2.0 0.0% Use of Money & Property 7.1 4.5 5.7 5.1 13.5% Other Revenues 0.3 0.3 0.3 0.3 0.1% Transfers In 6.3 1.7 2.3 1.5 -10.1% PO/CIP Rollover 10.5 Measure W 0.0 3.0 0.0 0.0 -100.0% TOTAL REVENUES $154.6 $137.4 $156.0 $140.5 2.2% *Revenue appears as 0 due to rounding. Property Tax remains the City’s largest revenue source, projected at $56.9 million in FY 2025- 26. Over the past five years, property tax revenues grew at an average annual rate of 6%, fueled by a strong economy and significant development activity. This growth is reflected in the assessed value of properties in South San Francisco, which rose by 12% in 2023 and 9% in 2024. However, in 2025, assessed value growth slowed sharply to just 2.23%. As a result, staff have projected only a modest increase in property tax revenue over the current year’s adjusted budget. While the growth rate is lower, staff have updated the forecasting methodology to use the adjusted budget as the baseline, rather than the prior year’s base budget as was previously done. Since the adjusted budget is significantly higher than the base, this change results in a notable increase over the prior base budget. 13 City of South San Francisco Page 7 of 15 Growth in this revenue stream is further constrained by the increasing risk of Property Tax In-Lieu of Vehicle License Fee (VLF) shortfalls, driven by the declining number of non-basic aid schools. The State is expected to consider this claim for appropriation as part of its FY 2025-26 budget. However, Governor Newsom’s proposed FY 2025-26 budget does not include any appropriations to cover the FY 2023-24 shortfall, of which the City’s share is $4.8 million. Although the State has consistently appropriated funding for San Mateo County’s VLF shortfalls since FY 2019-20, these funds are now at significant risk due to mounting State budget pressures and the sharp increase in the shortfall over the past three years. The City has submitted a letter to its state representatives to address this matter. To be conservative, staff have not included the state backfill for the FY 2023-24 VLF shortfall in the proposed budget but will continue to monitor and update as needed. Despite these issues, property tax revenues are projected to increase by $6.7 million, a 13.3 percent increase over the FY 2024-25 adopted budget due to continued increase in the City’s share, as a taxing entity, of property tax residual from the former Redevelopment Agency (RDA). Also, if the state backfills the FY 2023-24 VLF shortfall, the City’s projected property tax revenue will increase by $4.8M. Sales Tax revenues in the City of South San Francisco have experienced fluctuations due to various economic factors. Since the adoption of the FY 2024-25 budget, the City’s sales tax consultant has revised projections downward in response to factors such as rising unemployment, a shift in consumer spending from taxable goods to non-taxable services, and increasing costs in areas like housing, insurance, groceries, energy, healthcare, and education. At the end of 2024, only 6 of California’s 58 counties reported positive sales tax growth, while 26 counties experienced year-over-year declines of at least 4% in the local 1% Bradley-Burns revenue. Statewide, sales tax revenues have declined in seven consecutive quarters, with an eighth projected. Consumer sentiment remains one of the most significant drivers of sales tax revenue. Amid ongoing uncertainty related to tariffs and persistent inflationary pressures, consumer spending has slowed, contributing to the deceleration in sales tax growth and overall revenue performance. Sales tax revenues in FY 2025-26 are expected to decrease by $2 million, or 8.6 percent, compared to the FY 2024-25 adopted budget. As discussed during the FY 2024-25 Mid-Year budget meeting in February 2025. The City’s sales tax revenue is particularly sensitive to gas prices as gasoline sales tax makes up a significant portion of the City’s overall sales tax revenue, so any major changes in gas prices can directly affect our revenue performance. At mid-year, California was experiencing lower gasoline prices. With the planned closures of refineries in the East Bay, the impact on gasoline price remains to be seen. To reflect this change, and per the City’s sales tax consultant, a FY 2024-25 mid-year adjustment was made to revise the sales tax forecast downward. For FY 2025-26, projected sales tax revenue is $21.2 million. While this is $2.0 million lower than the FY 2024-25 adopted budget, it is slightly above the revised mid-year estimate. This projection aligns with the updated trend and reflects a stabilization in revenue following the reclassification. Transient Occupancy Tax (TOT) revenue has experienced a strong recovery since the pandemic, reflecting renewed domestic travel activity. However, recent declines in international tourism raise concerns, and the full extent of their impact on TOT revenue remains to be seen. In FY 2024 -25, hotel occupancy reached 66 percent. For FY 2025-26, we project a 68% occupancy rate. Based on 14 City of South San Francisco Page 8 of 15 this assumption, staff expects TOT revenue to increase by $0.8 million, representing a 5.4% increase over last year’s adopted budget. Other Tax revenues, comprised primarily of the Business License Tax and Commercial Parking Tax, continue the upward trend projected at mid-year. At that time, Business License Tax revenue was revised upward by $1 million. This additional increase results in a total of $2 million above the prior year’s adopted budget, driven by the voter-approved tax update. Staff have increased Commercial Parking Tax revenue to match current year actuals. Franchise Fee revenues are expected to remain flat in FY 2025-26 compared to FY 2024-25. The total includes a one-time electronic billboard revenue of $1.4 million originally budgeted for FY 2024-25. However, due to delays in receiving the funds, this amount is being carried forward into FY 2025-26. The revenue is not anticipated to recur in future years and should be treated as a one- time adjustment rather than ongoing income. Licenses and Permit revenues remained relatively stable prior to FY 2022-23, supported by strong construction activity and robust economic development throughout the City. The City saw a surge in permits issued in FY 2022-23, when developers rushed to submit applications ahead of anticipated building code changes and fee increases, causing a temporary spike. However, rising interest rates driven by persistent inflation beginning in mid-2022, combined with increased market uncertainty and regional bank failures, created a more challenging environment for developers in FY 2023-24. These conditions contributed to a slowdown in project activity. Despite these challenges, staff remains cautiously optimistic about future development but continues to take a conservative approach to revenue projection. Permit revenues for FY 2024-25 were adopted at $13.2 million and later adjusted upward to $13.6 million at mid-year. However, for FY 2025-26, permit revenues are projected to decline further by $2.5 million, bringing the total to $10.7 million. This represents a significant decrease by the Building Division, partially offset by increases from the Fire and Public Works departments. The overall decline reflects continued softness in the development market, driven by persistently high interest rates and ongoing economic uncertainty. Intergovernmental revenue primarily consists of grants and includes mutual aid cost recovery for the Fire Department’s response to disasters outside the City. This revenue has been increased by $400 thousand to align with the four-year historical trend. However, the traffic signal maintenance fee, previously budgeted at $275 thousand, will no longer be recorded as intergovernmental revenue and has been reduced to $0. The FY 2025-26 budget also includes the continuation of two multi-year library grants totaling $232 thousand. As a result, the net projected increase in intergovernmental revenue of $285 thousand, or 10.7%, when compared to the FY 2024-25 adopted budget. Charges for Services for FY 2025-26, staff expect to see variable changes across different departments. Economic and Community Development (ECD) and Parks and Recreation (P&R) are projected to have increases of 86% and 3% relatively. ECD’s increase is due to the expectation that more projects will start over next year. However, the City anticipates lower revenue from the Fire Department for their participation in the ambulance program of about $350 thousand, a 9% decrease from the FY 2024-25 adopted budget. 15 City of South San Francisco Page 9 of 15 Use Money & Property is budgeted at the same level as FY 2024–25. The primary source of revenue for this category is investment in the U.S. Treasuries and high-quality agency bonds, as required by statute. Given recent volatility in U.S. Treasury yields and other fixed-income markets, staff recommends maintaining a flat projection for now, but will monitor the market condition and provide an update during the mid-year review. Transfers In are budgeted with a $168 thousand reduction from FY 2024–25. This is due to the elimination of a budgeted transfer from the Developer Fee Fund from the prior year but the inclusion of two transfers from the Special Revenue Fund: $60 thousand from Police Evidence Revolving account to offset Police recruiting expenses and $72 thousand from the Opioid settlement to partially offset the cost of the Crisis Intervention Specialist. 2. PROPOSED FY 2025-26 GENERAL FUND EXPENDITURES The following tables, Table 5 and Table 6, show the proposed FY 2024-25 General Fund expenditure budgets (in millions). Table 5. General Fund Operating Expenditure Budget by Category (in millions) EXPENDITURES FY 2023-24 FY 2024-25 FY 2025-26 (in millions) Actual as of 6/30/2024 Adopted Budget Adjusted Budget Proposed Budget Percent Change from FY 2024-25 Adopted Salary and Benefits $106.1 $113.4 $114.4 $117.01 3.2% Supplies and Services 23.0 22.1 34.3 25.0 13.1% Capital Outlay 0.2 0.0 0.7 0.0 0.0% Debt Service 0.0 0.0 0.0 0.0 0.0% Interdepartmental Charges 10.2 9.5 9.5 10.2 7.0% Transfers - Operation 0.5 0.5 0.5 0.5 0.0% Transfers - Capital Transfers 0.7 0.0 3.4 0.0 0.0% TOTAL EXPENDITURES $140.8 $145.4 $162.8 $152.7 5.0% 1.2025-26 Salary and Benefits budget assumes $8.0 million in vacancy savings. 16 City of South San Francisco Page 10 of 15 Table 6. General Fund Operating Expenditure Budget by Department (in million) EXPENDITURES FY 2023-24 FY 2024-25 FY 2025-26 (in millions) Actual as of 6/30/2024 Adopted Budget Adjusted Budget Proposed Budget Percent Change from FY 2024-25 Adopted City Council $0.3 $0.3 $0.3 $0.3 -14.5%1 City Clerk 1.0 1.3 1.4 1.4 6.6% City Treasurer 0.2 0.2 0.2 0.2 26.7%1 City Attorney 1.7 1.5 2.3 1.5 4.0% City Manager 3.4 3.9 4.3 4.8 24.3% Finance 3.3 3.9 4.2 4.3 11.1% Non expense/Dept 2.0 1.9 2.2 1.9 0.0% Economic & Comm Develop 11.1 8.9 12.0 9.6 8.1% Fire 36.7 36.4 38.1 40.2 10.4% Police 37.1 38.2 38.4 42.3 10.8% Public Works 10.1 11.1 14.4 12.6 13.4% Library 7.7 8.9 9.1 9.3 5.5% Parks and Recreation 22.9 26.3 29.6 29.1 10.4% CIP 0.7 0.0 3.4 0.0 0.0% Non expense/Dept 2.0 1.9 2.2 1.9 0.0% Salary Savings 0.0 0.0 0.0 (8.0) - TOTAL EXPENDITURES $140.8 $145.4 $162.8 $152.7 5.0% Information Technology2 4.2 4.3 4.6 4.7 10.2% 1. Changes are due primarily to adjustments in optional City medical coverage. 2. Non-General Fund: budgeted as internal service fund in Fund 785 17 City of South San Francisco Page 11 of 15 FY 2025-26 Expenditure Projection Attachments 2 and 3 to this report provide a detailed explanation of each department’s requests, along with the proposed funding budget breakdown of payroll, supplies and services. The following provides additional information for each of the major expenditure categories. Payroll: • As noted above, the primary drivers of payroll costs are the 3% assumed COLA salary increase as well as the increase in the UAL and health benefit costs. While payroll request details for all funds are provided in Attachment 2, the following are the most impactful requests for the General Fund. o Police ▪ Change: New Position Crisis intervention Specialist ▪ Cost: $230,000 ▪ Source: Opioid settlement for $70,000, the remainder General Fund. o Parks and Recreation. ▪ Change: Cultural Arts Positions ▪ Cost: $21,000 ▪ Source: Paid through the Arts-In-Lieu Fee no General Fund Impact. ▪ Change: Aquatics Positions ▪ Cost: $520,000 ▪ Source: General Fund ▪ Change: Senior Program ▪ Cost: $74,000 ▪ Source: General Fund ▪ Change: Parks Program ▪ Savings: $(12,562) ▪ Source: General Fund Supplies and Services: • The proposed budget includes all departmental decision packages (new requests) that have been reviewed by the City Manager and are to be submitted for City Council’s approval. These requests are detailed in Attachment 3 for all funds. However, overall, there are $1.3 million in new requests for the General Fund. In particular: o $560 thousand these requests are for contractors who support the City’s permit and fee process, which means these costs are directly offset by increased projected revenue. o $100 thousand are related to the increased operating costs for the new pool. o $300 thousand from the City Manager’s office. ▪ $200 thousand request is for contract service for Abandoned/Derelict Vessel Removal/Destruction at the Marina. ▪ $100 thousand for the biennial community survey. 18 City of South San Francisco Page 12 of 15 Interdepartmental Charges: • Interdepartmental Charges are expenses that are accounted for in the General Fund (and other funds as necessary) and then transferred out to support internal services functions. The largest internal service fund is the Information Technology (IT) Department. In effect, the cost of providing IT services is calculated and then “charged” to various City funds, with the General Fund bearing the majority of the charge. 3. OTHER FUNDS There are other funds that the City Council oversees beyond the General Fund. The new requests from other funds can be found in Attachment 3. Many of the final budgets for these funds are contingent upon the adoption of the Capital Improvement Program (CIP) by City Council. The numbers may change based upon Council’s action related to the FY 2025-26 CIP program. As noted in the Citywide section, the City’s Enterprise Funds are also experiencing pressure from rising costs. The three Enterprise Funds—Sewer, Parking District, and Stormwater, are summarized below in Table 7. Each fund follows a distinct process for adjusting revenues; however, due to statutory limitations in increasing Stormwater funding, this fund is currently heavily subsidized with transfers from the General Fund and Gas Tax revenues. Table 7. Enterprise Funds Operating Budgets Enterprise Sewer Parking Storm Revenue $36.1 $1.0 $0.5 Transfers In - - $0.9 Payroll ($12.1) ($0.5) ($1.5) Supplies & Services ($13.2) ($0.8) ($0.3) Capital Purchases ($1.1) - - Debt Service ($5.5) - - Inter Dept ($2.0) ($0.2) ($0.1) Transfers Out - - - Surplus/ (Deficit) $2.2 ($0.4) ($0.5) 4. OTHER REQUESTS NOT INCLUDED Due to ongoing fiscal pressures, departments have opted not to include the following items in this year’s request. Some of these items were previously requested as one-time needs or are directly tied to Council priorities. While they are not part of the proposed budget, the requesting departments wish to bring them to the Sub-committee’s attention for transparency and potential discussion. • Economic and Community Development o Bio Conference 2026 – $100 thousand; opt for a different venue o Citywide Holiday Decorations – $170 thousand o Promotores Social Service Navigators – $165 thousand. 19 City of South San Francisco Page 13 of 15 • Public Works o To effectuate the Council Priority of Traffic Management and Safety, a Traffic Engineer would provide the necessary expertise and leadership to implement effective solutions and will have authority over critical traffic control functions, including traffic signal timing implementation, optimization, and coordination and smart corridor traffic management – $325 thousand. o To effectuate the Council Priority of Quality of Life / Implement Clean SSF, addition of four (4) PW Maintenance Workers are necessary to perform clean team operations to proactively address graffiti removal, illegal dumping, city property damage, etc. Additional personnel will enhance the City's ability to maintain clean and safe public spaces - $600 thousand. 5. RESERVES The City’s financial reserve funds are expected to be approximately $56.2 million. A breakdown is shown below: Table 8. General Fund Reserves The General Reserve, which represents 20 percent of the City’s annual revenue budget, excluding transfers in (General Fund), follows the best practices guidelines from the Government Finance Officers’ Association (GFOA). The Infrastructure Reserve is largely comprised of General Fund surpluses that were set aside over previous years in anticipation of the City’s future infrastructure projects. The value shown is the unencumbered monies available that have not yet been designated toward a project. It should be noted that within the proposed FY 2025-26 Capital Improvement Program, a net $1.9 million of direct capital project funding is requested from the Infrastructure Reserves, which is reflected in the ending balance above. The CalPERS Stabilization Reserve was established through two separate Council actions in FY 2015-16 and FY 2017-18 totaling $5.5 million. Finance took advantage of the higher interest environment and set up a separate investment account with the City’s investment manager, Chandler, in December 2022 that yields a higher rate of return. As of April 30, 2025, the balance of the account has grown to $6.2 million. The Available General Fund Balance is the available fund balance remaining in the General Fund (as shown in the table in the summary section of this report) that has not been assigned for any particular purpose. This balance will change depending on the extent to which expenditures may exceed revenues (deficit) in FY 2025-26. It is important to note that the available fund balance also acts as a buffer allowing for the natural ebb and flow within the General Fund that occurs Estimated Ending Financial Reserve for FY 2025-26 (in million) General Reserve $27.8 Infrastructure Reserve* 5.4 CalPERS Stabilization Reserve 6.2 Available GF Balance* 16.8 Total $56.2 20 City of South San Francisco Page 14 of 15 during the year as a result of the mismatch between when revenues are received, and expenditures are incurred. Although placed in different categories, the City Council, by majority vote, is allowed to use the above reserve funds as necessary. FISCAL IMPACT For Fiscal Year 2025-26, the City’s General Fund is projected to have operating revenues of $140.5 million and use of General Fund Reserve of $12.2 million for a total of available revenues and resources of $152.7 million. Expenditures net of any carryover purchase orders are projected to be $152.7 million, resulting in a balanced budget. RELATIONSHIP TO STRATEGIC PLAN The budget is the City’s spending plan that supports Priority Area 3, Financial Stability. CONCLUSION The General Fund continues to experience a structural deficit, as revenue growth remains insufficient to keep pace with rising expenditures. Key cost drivers—including personnel expenses, healthcare costs, and inflation—are escalating at a faster rate than incoming revenues. Property tax revenue continues to increase but are anticipated to do so at a slower pace than in previous years. In light of increasing fiscal pressure from the State’s own budget deficit, staff has adopted a more prudent approach by assuming that the State will not backfill the FY 2023-24 Property Tax in-lieu of Vehicle License Fees (VLF) shortfall. Should this funding materialize, it could reduce the FY 2025-26 budget deficit by approximately $5 million. Staff will continue to monitor this and provide updates as new information becomes available. Revenue sources such as sales taxes and TOT are subject to ongoing uncertainty due to tariffs and inflation. Additionally, permit fee revenues from developers have slowed, influenced by high interest rates and trade-related pressures. To help balance the long-term structural deficit, the City is evaluating potential revenue enhancement strategies. The proposed budget is structured to maintain current service levels, and no significant cuts are proposed at this time. A key driver of rising expenditures in the FY 2025–26 Proposed Budget is the continued growth in personnel related costs. Since labor negotiations have not yet been finalized, the proposed budget assumes a 3% cost-of-living adjustment (COLA); any changes to this assumption will impact the projected deficit. On the other hand, since the City has experienced higher-than usual staff turnover, staff has included a 7% vacancy assumption, which is approximately $8 million in personnel costs to account for the anticipated salary savings. Staff will continue to update the budget as more information becomes available. This budget is prepared with a strategic effort to align the City’s service levels with available resources, ensuring fiscal sustainability while minimizing the accumulation of ongoing obligations in a challenging revenue environment. Staff welcomes feedback from the Budget Standing Committee related to the information contained herein. 21 City of South San Francisco Page 15 of 15 Attachments: Att 1 – General Fund Revenue and Expenditure Reports Att 2 - New Request – Positions – GF and Other Funds Att 3 – New Request – Supplies and Services – GF and Other Funds Att 4 – Department Revenue Adjustments – GF and Other Funds 22 General Fund 2025-26 Proposed Budget Attachment 1 REVENUES (in millions) Actual as of 6/30/2024 Adopted Budget Adjusted Budget Proposed Budget Percent Change from FY 2024-25 Adopted Taxes Property Tax $56.4 $50.2 $57.1 $56.9 13.3% Sales Tax 23.2 23.2 21.2 21.2 -8.6% Transient Occupancy Tax 14.9 14.5 14.8 15.3 5.4% Other Tax 7.1 6.7 7.7 9.0 34.6% Franchise Fees 5.3 6.2 6.2 6.2 0.0% License and Permits Building 8.3 9.0 8.0 5.7 -36.7% Fire 3.8 2.3 2.9 2.7 15.7% Public Works 1.6 1.8 2.7 2.3 25.7% Other 0.2 0.0 0.0 0.1 700.0% Fines & Forfeitures 0.5 0.9 0.9 0.9 0.1% Intergovernmental 6.5 2.7 4.9 2.9 10.7% Charges for Services Planning 0.7 0.4 0.4 0.8 86.5% Fire 4.8 3.7 3.9 3.3 -9.5% Parks & Recreation 4.2 3.4 3.4 3.5 2.7% Police 1.2 1.1 1.1 1.0 -8.6% Other*0.1 0.0 0.0 0.0 4.9% Inter-Fund Admin Charge 2.0 2.0 2.0 2.0 0.0% Use of Money & Property 7.1 4.5 5.7 5.1 13.5% Other Revenues 0.3 0.3 0.3 0.3 0.1% Transfers In 6.3 1.7 2.3 1.5 -10.1% PO/CIP Rollover 10.5 Measure W 0.0 3.0 0.0 0.0 -100.0% TOTAL REVENUES $154.6 $137.4 $156.0 $140.5 2.2% *Revenue appears as 0 due to rounding. FY 2023-24 FY 2025-26FY 2024-25 23 General Fund 2025-26 Proposed Budget Attachment 1 EXPENDITURES (in millions) Actual as of 6/30/2024 Adopted Budget Adjusted Budget Proposed Budget Percent Change from FY 2024-25 Adopted City Council $0.3 $0.3 $0.3 $0.3 -14.5% City Clerk 1.0 1.3 1.4 1.4 6.6% City Treasurer 0.2 0.2 0.2 0.2 26.7% City Attorney 1.7 1.5 2.3 1.5 4.0% City Manager 3.4 3.9 4.3 4.8 24.3% Finance 3.3 3.9 4.2 4.3 11.1% Human Resources 2.6 2.7 3.0 3.0 12.5% Economic & Comm Develop 11.1 8.9 12.0 9.6 8.1% Fire 36.7 36.4 38.1 40.2 10.4% Police 37.1 38.2 38.4 42.3 10.8% Public Works 10.1 11.1 14.4 12.6 13.4% Library 7.7 8.9 9.1 9.3 5.5% Parks and Recreation 22.9 26.3 29.6 29.1 10.4% Non expense/Dept 2.0 1.9 2.2 1.9 0.0% Non Dept Salary Savings 0.0 0.0 0.0 (8.0)- CIP 0.7 0.0 3.4 0.0 0.0% TOTAL EXPENDITURES $140.8 $145.4 $162.8 $152.7 5.0% Information Technology*4.2 4.3 4.6 4.7 10.2% FY 2023-24 * Non-General Fund: budgeted as internal service fund in Fund 785 FY 2025-26FY 2024-25 24 Position Requests Attachment 2 Position FTE GF - FY25-26 Sewer - FY25- 26 & Ongoing Parking - FY25-26 & Ongoing Other FY25-26 & Ongoing GF - Ongoing Total - Ongoing City Manager Administrative Assistant II¹1.00 - - - - 150,272 150,272 Administrative Assistant I -1.00 - - - - (142,697) (142,697) Total Change - City Manager 0.00 7,576 7,576 Econ & Com Dev Promotores -1.00 (91,520) - - - (91,520) (91,520) Total Change - Econ & Com Dev -1.00 (91,520) - - - (91,520) (91,520) Fire Safety Inspector I¹1.00 - - - - 242,461 242,461 Safety Inspector I - Hourly -1.00 - - - - (230,906) (230,906) Overtime Mutual Aid 0.00 500,000 - - - 500,000 500,000 Total Change - Fire 0.00 500,000 - - - 511,555 511,555 HR Intern-Hourly 0.17 7,200 - - - - - Total Change - HR 0.17 7,200 - - - - - Library Library Assistant I - Hourly¹2.00 - - - - 142,173 142,173 Library Page - Hourly -2.00 - - - - (99,901) (99,901) Total Change - Library 0.00 - - - - 42,271 42,271 Parks and Rec Cultural Arts (Art-In-Lieu Fee)0.40 - - - 20,929 - 20,929 Aquatics2 8.54 519,404 - - - 1,038,807 1,038,807 Senior Program 1.13 74,244 - - - 74,244 74,244 Parks Program 0.00 (12,562) - - - (12,562) (12,562) Total Change - Parks and Rec 10.08 581,085 - - 20,929 1,100,489 1,121,418 Police Crisis Intervention Specialist3 1.00 157,630 - - - 227,630 227,630 Total Change - Police 1.00 157,630 - - - 227,630 227,630 Public Works - Program Manager 1.00 51,343 198,988 51,343 - 51,343 301,673 Management Analyst II -1.00 (49,969) (199,877) - - (49,969) (249,847) Management Analyst II 1.00 199,877 49,969 - - 199,877 249,847 Management Analyst I -1.00 (227,229) - - - (227,229) (227,229) Total Change - Public Works 0.00 (25,979) 49,080 51,343 - (25,979) 74,444 IT Overtime and Standby Pay (IT ISF)0.00 - - - 40,000 - 40,000 Total Change - IT 0.00 - - - 40,000 - 40,000 Total Change - City Wide 10.25 1,128,416$ 49,080$ 51,343$ 60,929$ 1,772,021$ 2,057,665$ 1. Salary Savings are used to fund positions without a cost in the first year. 2. Ongoing is assumed at 2x the current partial year ask as an estimate, but will be updated in the next budget cycle. 3. This position is proposed to be funded with $70,000 in Opioid Settlement funds for FY25-26 25 Position Requests Attachment 2 Parks Positions Detail FTE GF - FY25-26 Sewer - FY25- 26 & Ongoing Parking - FY25-26 & Ongoing Other FY25-26 & Ongoing GF - Ongoing Total - Ongoing Cultural Arts (Art-In-Lieu Fee) Recreation Leader II - Hourly 0.25 - - - 12,677 - 12,677 Recreation Leader III - Hourly 0.15 - - - 8,253 - 8,253 Total Change - Cultural Arts 0.40 - - - 20,929 - 20,929 Aquatics Recreation & Community Services Program Coord 0.27 25,989 - - - 51,977 51,977 Recreation Leader II - Hourly 0.83 41,931 - - - 83,862 83,862 Recreation Leader III - Hourly 5.29 291,192 - - - 582,385 582,385 Recreation Leader IV - Hourly 1.65 100,726 - - - 201,451 201,451 Building Maintenance Custodian 0.50 59,566 - - - 119,132 119,132 Total Change - Aquatics 8.54 519,404 - - - 1,038,807 1,038,807 Senior Program Recreation & Community Services Prog Coor - Hourly 0.25 23,256 - - - 23,256 23,256 Recreation Leader III - Hourly 0.50 27,508 - - - 27,508 27,508 Recreation Leader IV - Hourly 0.38 23,479 - - - 23,479 23,479 Total Change - Senior Program 1.13 74,244 - - - 74,244 74,244 Parks Program Miscellaneous Hourly 0.50 29,801 - - - 29,801 29,801 Park Maintenance Worker - Hourly -0.50 (42,363) - - - (42,363) (42,363) Total Change - Parks Program 0.00 (12,562) - - - (12,562) (12,562) Total Change - Parks & Rec 10.08 581,085$ -$ -$ 20,929$ 1,100,489$ 1,121,418$ 26 Supply and Service Requests Attachment 3 Funding Source Request GF Sewer Parking Other Total City Attorney Contract Increase 65,000 - - - 65,000 Request Total - City Attorney 65,000 - - - 65,000 City Manager's Office - Abandoned/Derelict Vessel Removal/Destruction 200,000 - - 200,000 Biennial Community Survey 100,000 - - 100,000 Request Total - City Manager's Office 300,000 - - - 300,000 Finance Property Tax Consultant 20,000 - - - 20,000 Request Total - Finance 20,000 - - - 20,000 Human Resources Contract for Investigation and Compensation 50,000 - - - 50,000 Recruitment Costs 50,000 - - - 50,000 Request Total - Human Resources 100,000 - - - 100,000 Econ & Comm Dev Construction Coordination Committee 75,000 - - - 75,000 TDM & Trip Cap Monitoring and Compliance 40,000 - - - 40,000 Retail Strategies for ECR & Commercial Centers 30,000 - - - 30,000 Building Permit Plan Check (136,828) - - - (136,828) JP Morgan Investment Conference 50,000 - - - 50,000 Request Total - Econ & Comm Dev 58,172 - - - 58,172 Fire Plan Review Contract Services 400,000 - - - 400,000 Equipment and Supplies 58,811 - - - 58,811 Replace Aging Vehicle Extrication Equipment 41,287 - - - 41,287 Equipment and Lodging for Mutual Aid 50,000 - - - 50,000 Request Total - Fire 550,098 - - - 550,098 Police Increased Recruitment Support 60,000 - - - 60,000 Request Total - Police 60,000 - - - 60,000 27 Supply and Service Requests Attachment 3 Funding Source Request GF Sewer Parking Other Total Public Works Thermoplastic Machine 20,000 - - - 20,000 Anaerobic Digestor - 750,000 - - 750,000 Uniforms (Sewer)- 64,000 - - 64,000 Uniforms (Stormwater)- -- 12,000 12,000 Uniforms (Garage)- -- 5,500 5,500 Essential Tools (Garage)- -- 45,000 45,000 Power-Washing Contract - -75,000 - 75,000 Licenses Plate Readers for Parking Enforcement - -140,000 - 140,000 Vehicles - 1,100,000 - - 1,100,000 Request Total - Public Works 20,000 1,914,000 215,000 62,500 2,211,500 Library PLAN Network Service Increases 10,000 - - - 10,000 Youth Library Program Support 5,000 - - - 5,000 Children's Books 5,000 - - - 5,000 ESL Grant Expenses 24,754 - - - 24,754 Request Total - Library 44,754 - - - 44,754 Parks and Recreation Pool Opening Services and Supplies 192,149 - - - 192,149 Building Maintenance 14,500 - - - 14,500 Vehicular Gates and Rollup Door Maintenance 20,000 - - - 20,000 Caltrans Plaza Airspace Lease 2,600 - - - 2,600 Sculpture for OP IIC location (Art In Lieu)- - - 75,000 75,000 Request Total - Parks and Recreation 229,249 - - 75,000 304,249 Information Technology Computer Purchase (Equipment Replacement)- - - 100,000 100,000 EOC Video Wall Update (PEG Funds)- - - 300,000 300,000 Software (Development Software Fee)- - - 294,100 294,100 Software (IT ISF)- - - 142,000 142,000 Phone Service Update (IT ISF)- - - 124,334 124,334 Request Total - Information Technology - - - 960,434 960,434 Request Total - City Wide 1,447,272$ 1,914,000$ 215,000$ 1,097,934$ 4,674,206$ 28 Revenue Adjustments Attachment 4 Fund Request GF Sewer Gen Plan Main Fee Comm Linkage Aff Hou Trust Total - Ongoing Econ & Comm Dev General Plan Maintenance Fee - - 2,500,000 - - 2,500,000 Commercial Linkage Impact Fee - - - 1,500,000 - 1,500,000 Building Permit Fees (3,316,152) - - - - (3,316,152) Planning Fees 350,000 - - - - 350,000 Miscellaneous Revenue - - - - 17,700 17,700 Total Change - Econ & Comm Dev (2,966,152) - 2,500,000 1,500,000 17,700 1,051,548 Fire Fire Permits 360,000 - - - - 360,000 Ambulance Transport (350,000) - - - - (350,000) Program Reimbursement-Mutual Aide 400,000 - - - - 400,000 Total Change - Fire 410,000 - - - - 410,000 IT Celluar/Antennae Rental Revenue 100,000 - - - - 100,000 Total Change - IT 100,000 - - - - 100,000 Library ESL Grant 132,822 - - - - 132,822 ACES Grant 99,350 - - - - 99,350 Total Change - Library 232,172 - - - - 232,172 Parks and Recreation Aquatics Program 163,000 - - - - 163,000 Program Increases 600,000 - - - - 600,000 ELOP Program Budgeted Seperatly (622,178) - - - - (622,178) Total Change - Parks and Recreation 140,822 - - - - 140,822 Police Dispatch Services for Other Cities 22,722 - - - - 22,722 Alarm Registration Fee and Fines 70,500 - - - - 70,500 County Task Force Program Ended (114,630) - - - - (114,630) OTS Grant (2,000) - - - - (2,000) Total Change - Police (23,408) - - - - (23,408) Public Works Traffic Signal Maintenance Fee (275,000) - - - - (275,000) Grading and Other PW Permits 469,000 - - - - 469,000 Sewer Operational Revenue - 1,741,995 - - - 1,741,995 Total Change - Public Works 194,000 1,741,995 - - - 1,935,995 Total Change - City Wide (1,912,566)$ 1,741,995$ 2,500,000$ 1,500,000$ 17,700$ 3,847,129$ 29 FY 2025-26 Proposed Budget Presentation to Budget Subcommittee Karen Chang, Director of Finance May 20, 2025 30 AGENDA 1 FY 2024-25 Financial Update (Year End Update) 2 FY 2025-26 Proposed Budget 3 5-Year Projection 22 4 Q&A 31 GF Available Fund Balance Update 1FY 2024-25 Financial Update 3 Mid-Year Projected FY 2024-25 Year End Updated Projected FY 2024-25 Year End Year Start Available Fund Balance $34.8 $34.8 Adjustments to Fund Balance¹7.8 7.8 Revenues (inflows)145.3 144.1 Expenditures (159.9)(157.6) Change in Available Fund Balance (6.9)(5.8) Projected Year-End Fund Balance $27.9 $29.0 1. Adjustment to fund balance is the release of encumbered funds back into the available reserve . 32 2025-26 Proposed Budget Citywide Impacts 2FY 2025-26 Proposed Budget 33 Citywide Expense Assumptions •3% COLASalaries •4% Blue Shield, Flat OthersHealthcare •$3.7 million increaseUAL •$2.2 million increaseUtilities •2.7%General Inflation 2FY 2025-26 Proposed Budget 34 Fiscal Challenge •Revenues are not keeping up with Expenditure growth 2FY 2025-26 Proposed Budget 35 2025-26 Proposed Budget General Fund 36 FY 2025-26 Proposed Budget Summary 8 2FY 2025-26 Proposed Budget FY2025-26 Proposed Budget Revenues $140.5M Expenses 152.7M Net Surplus/(Deficit)($12.2M) 37 FY 2025-26 General Fund Proposed Budget -Revenues ▪FY 2025-26 Budgeted Revenues = $140.5 million 9 REVENUES FY 2023-24 FY2024-25 FY2025-26 (in millions)Actuals as of 6/30/2024 Adopted Budget Adjusted Budget Proposed Property Tax $56.4 $50.2 $57.1 $6.7M →$56.9M Sales Tax 23.2 23.2 21.2 (2.0M)→21.2M TOT 14.9 14.5 14.8 0.8M →15.3M Other Taxes 7.1 6.7 7.7 2.3M →9.0M Franchise Fees 5.3 6.2 6.2 0.0M →6.2M Sub-Total $106.9 $100.8 $107.0 2FY 2025-26 Proposed Budget 38 FY 2025-26 General Fund Adjusted Budget -Revenues ▪FY 2025-26 Budgeted Revenues = $140.5 million 1 0 REVENUES FY 2023- 24 FY2024-25 FY2025-26 (in millions)Actuals as of 6/30/2024 Adopted Budget Adjusted Budget Proposed License and Permits $14.0 $13.2 $13.6 -$2.4M →$10.7M Intergovernmental 6.5 2.7 4.9 $0.3M →2.9M Service Charges 11.0 8.5 8.7 $0.0M →8.5M All Other Revenues*9.9 7.6 8.9 $0.6M →8.2M Transfers In 6.3 4.7 2.3 -$3.2M →1.5M PO/CIP Rollover 0.0 0.0 10.5 $0.0M →0.0M TOTAL REVENUES $154.6 $137.4 $156.0 $3.1M →$140.5M 2FY 2025-26 Proposed Budget * Includes Fines & Forfeitures, Inter-Fund Admin Charge, Use of Money & Property, and Other Revenues.39 FY 2025-26 General Fund Adjusted Budget -Expenditures ▪FY 2025-26 Budgeted Expenditures = $152.7 million 11 Expenditures FY 2023-24 FY2024-25 FY2025-26 (in millions)Actuals as of 6/30/2024 Adopted Budget Adjusted Budget Proposed Salary and Benefits $106.1 $113.4 $114.4 $3.6M →$117.0M* Supplies and Services 23.0 22.1 34.3 2.9M →25.0M Capital Outlay 0.2 0.0 0.7 0.0M →0.0M Interdepartmental Charges 10.2 9.5 9.5 0.7M →10.2M Transfers -Operation 0.5 0.5 0.5 0.0M →0.5M Transfers -Capital Transfers 0.7 0.0 3.4 0.0M →0.0M TOTAL EXPENDITURE $140.8 $145.4 $162.8 $7.2M →$152.7M 2FY 2025-26 Proposed Budget * Includes 7% vacancy savings, $8.0M 40 Department Requests 41 FY 2025-26 GF Proposed Dept Budget –Expenditures 13 EXPENDITURES FY2023-24 FY2024-25 FY2025-26 (in millions)Actuals as of 6/30/2024 Adopted Budget Adjusted Budget Proposed Budget % Change from FY2024-25 Adopted City Council $0.3 $0.3 $0.3 $0.3 -14.5% City Clerk 1.0 1.3 1.4 1.4 6.6% City Treasurer 0.2 0.2 0.2 0.2 26.7% City Attorney 1.7 1.5 2.3 1.5 4.0% City Manager 3.4 3.9 4.3 4.8 24.3% Finance 3.3 3.9 4.2 4.3 11.1% Human Resources 2.6 2.7 3.0 3.0 12.5% Econ & Comm Develop 11.1 8.9 12.0 9.6 8.1% Fire 36.7 36.4 38.1 40.2 10.4% Police 37.1 38.2 38.4 42.3 10.8% 2FY 2025-26 Proposed Budget 42 FY 2025-26 GF Proposed Dept Budget –Supplies & Services 14 EXPENDITURES FY2023-24 FY2024-25 FY2025-26 (in millions)Actuals as of 6/30/2024 Adopted Budget Adjusted Budget Proposed Budget % Change from FY2024-25 Adopted Public Works $10.1 $11.1 $14.4 $12.6 13.4% Library 7.7 8.9 9.1 9.3 5.5% Parks and Recreation 22.9 26.3 29.6 29.1 10.4% CIP 0.7 0.0 3.4 0.0 0.0% Non-Dept Expense 2.0 1.9 2.2 1.9 0.0% Salary Savings 0.0 0.0 0.0 -8.0 0.0% TOTAL EXPENDITURES $140.8 $145.4 $162.8 $152.7 5.0% Information Technology*4.2 4.3 4.6 4.7 10.2% 2FY 2025-26 Proposed Budget *Non-General Fund: budgeted as internal service fund in Fund 785 43 GF –City Attorney ➢Expense –Services & Supplies $65,000 –Contract Increase $65,000 Net ($65,000) 15 2FY 2025-26 Proposed Budget 44 GF –City Manager’s Office ➢Expense –Services & Supplies $300,000 –Abandoned/Derelict Vessel $200,000 Removal/Destruction –Biennial Community Survey $100,000 ➢Expense –Personnel $0 –Upgrade position from AAI to AAII $7,576* Net ($300,000) *Salary savings will cover the cost in the first year. 16 2FY 2025-26 Proposed Budget 45 GF –Economic & Community Development ➢Revenue ($2,966,152) –Building Permit Fees ($3,316,152) –Planning Fees 350,000 17 2FY 2025-26 Proposed Budget 46 GF –Economic & Community Development ➢Expense –Services & Supplies $58,172 –Construction Coordination Committee $75,000 –TDM & Trip Cap Monitoring and Compliance 40,000 –Retail Strategies for ECR & Commercial Centers 30,000 –Building Permit Plan Check (136,828) –JP Morgan Investment Conference 50,000 18 2FY 2025-26 Proposed Budget 47 GF –Economic & Community Development ➢Expense –Personnel ($91,520) –Switch PT Hourly position to a Contract model-Promotores ($91,520) Net ($2,932,804) 19 2FY 2025-26 Proposed Budget 48 GF –Finance ➢Expense –Services & Supplies $20,000 –Property Tax Consultant $20,000 Net ($20,000) 20 2FY 2025-26 Proposed Budget 49 GF –Fire $410,000 $360,000 (350,000) ➢Revenue –Fire Permits –Ambulance Transport –Program Reimbursement for Mutual Aid 400,000 21 2FY 2025-26 Proposed Budget 50 GF –Fire $550,098 $400,000 41,287 58,811 ➢Expense – Services & Supplies –Plan Review Contract Services –Replace Aging Vehicle Extrication Equipment –Equipment & Supplies –Equipment & Lodging for Mutual Aid 50,000 22 2FY 2025-26 Proposed Budget 51 GF –Fire $500,000 $11,555* ➢Expense – Personnel –Reclass Hourly Safety Inspector to FT Position –Overtime Mutual Aid 500,000 Net ($640,098) *Salary savings will cover the cost in the first year. 23 2FY 2025-26 Proposed Budget 52 GF –Human Resources ➢Expense –Services & Supplies $100,000 –Contract for HR Investigation & Compensation $50,000 –Recruitment Costs 50,000 ➢Expense –Personnel $7,200 –Annual Hourly Summer Interns $7,200 Net ($107,200) 24 2FY 2025-26 Proposed Budget 53 GF –Library ➢Revenue $232,172 –ESL Grant $132,822 –ACES Grant 99,350 25 2FY 2025-26 Proposed Budget 54 GF –Library ➢Expense –Services & Supplies $44,754 –PLAN Network Service Increases $10,000 –Youth Library Program Support 5,000 –Children’s Books 5,000 –ESL Grant Expenses 24,754 ➢Expense –Personnel $0 –Reclass Hourly Library Page to Library Assistant $42,271* Net $187,418 *Salary savings will cover the cost in the first year.26 2FY 2025-26 Proposed Budget 55 GF –Parks and Recreation ➢Revenue $140,822 –Aquatics Program $163,000 –Program Increases 600,000 –ELOP Program1 (622,178) 27 2FY 2025-26 Proposed Budget 1. The annual Expanded Learning Opportunities Program (ELOP) revenue, has been removed from the current budget. This item wil l be presented separately to City Council for consideration, and is expected to be significantly higher. Expected revenues will be adjusted at that time.56 GF –Parks and Recreation ➢Expense –Services & Supplies $229,249 –Pool Opening Supplies & Services1 $192,149 –Building Maintenance 14,500 –Vehicular Gates & Rollup Door Maintenance 20,000 –Caltrans Plaza Airspace Lease 2,600 ➢Expense –Personnel $581,086 –Aquatics Positions1 519,404 –Senior Program 74,244 –Parks Program (12,562) Net ($669,513) 28 2FY 2025-26 Proposed Budget 1. Expenses are for a half year of operations at the new pool.57 GF –Police ➢Revenue ($23,408) –Dispatch Services for Other Cities $22,722 –Alarm Registration Fee and Fines 70,500 –County Task Force Program Ended (114,630) –OTS Grant (2,000) 29 2FY 2025-26 Proposed Budget 58 GF –Police ➢Expense –Services & Supplies $60,000 –Increased Recruitment Support $60,000 ➢Expense –Personnel $157,630 –Crisis Intervention Specialist $227,630* Net ($241,038) *This position is proposed to be funded with $70,000 in Opioid Settlement funds for FY2025-26. 30 2FY 2025-26 Proposed Budget 59 GF –Public Works ➢Revenue $194,000 –Traffic Signal Maintenance Fee ($275,000) –Grading and Other PW Permits 469,000 ➢Expense –Services & Supplies $20,000 –Thermoplastic Machine $20,000 ➢Expense –Personnel1 ($25,979) –Upgrade MAII to Program Manager $1,373 –Upgrade MAI to MAII (27,352) Net $148,021 31 2FY 2025-26 Proposed Budget 1. Additional adjustments for these positions in Non-GF,additional adjustments to funding source of some PW positions pending. 60 GF –IT ➢Revenue $100,000 –Cellular/Antennae Rental Revenue $100,000 Net $100,000 32 2FY 2025-26 Proposed Budget 61 Non-GF ➢Revenue $5,759,695 –ECD –General Plan Maintenance Fee $2,500,000 –ECD –Commercial Linkage Impact Fee 1,500,000 –ECD –Housing Trust Fund 17,700 –PW –Sewer Operational Revenue 1,741,995 33 2FY 2025-26 Proposed Budget 62 Non-GF ➢Expense –Services & Supplies $2,266,500 –Parks & Rec –Sculpture for OP IIC Location (Art In Lieu)$75,000 –PW –Anaerobic Digestor (Sewer)750,000 –PW –Uniforms (Sewer, Stormwater, Garage)81,500 –PW –Essential Tools (Garage) 45,000 –PW –Power-Washing Contract (Parking)75,000 –PW –License Plate Readers (Parking)140,000 –PW –Vehicles (Sewer)1,100,000 34 2FY 2025-26 Proposed Budget 63 Non-GF ➢Expense –Personnel $121,352 –Parks & Rec –Cultural Arts Positions $20,929 –Upgrade MAII to Program Manager 50,454 –Upgrade MAI to MAII 49,969 Net $3,371,843 35 2FY 2025-26 Proposed Budget 64 Non-GF –IT ➢Expense –Services & Supplies $960,434 –IT –Computer Purchase (Equipment Replacement)$100,000 –IT –EOC Video Wall Update (PEG Funds)300,000 –IT –Software 436,100 –IT –Phone Service Update 124,334 ➢Expense –Personnel $40,000 –IT –Overtime & Standby Pay $40,000 Net ($1,000,434) 36 2FY 2025-26 Proposed Budget 65 Discussion ➢Expense –Services & Supplies $435,000 –ECD –BIO Conference $100,000 –ECD –Citywide Holiday Decorations 170,000 –ECD –Promotores Social Services System Navigators 165,000 Net ($435,000) 37 2FY 2025-26 Proposed Budget 66 Discussion ➢Expense –Personnel $925,000 –PW –Traffic Management & Safety $325,000 1 FTE Traffic Engineer –PW –Clean SSF 600,000 4 FTE PW Maint. Workers Net ($925,000) 38 2FY 2025-26 Proposed Budget 67 Projected GF Available F/B (As of June 30, 2026) 3Reserve & Other Considerations 39 Available GF Fund Balance (FY 25)$29.0 FY 2025-26 Projected Deficit (12.2) Available GF Ending Fund Balance (FY 26)$16.8 43% Reduction 68 Financial Analysis –5 Year Projection 35 Year Projection 40 Revenues & Expenditures (in thousands) 2025 Mid Year Budget 2025 YE Projected 2026 Forecast 2027 Forecast 2028 Forecast 2029 Forecast Total Revenue $152,267 $151,814 $140,488 $143,492 $146,720 $149,974 Total Expenditures 159,255 157,565 152,668 161,188 166,354 172,683 Surplus/(Deficit)$ (6,988)$ (5,751)$(12,180)$(17,695)$(19,634)$(22,709) 69 Staff Recommendation Use $12.2M to balance GF budget Incorporate feedback from Budget Standing committee in preparation for the City Council study session on June 11, 2025, 70 QUESTIONS? 4Q&A 4271 City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:25-540 Agenda Date:5/20/2025 Version:1 Item #:3. Report Regarding Options for Revenue Enhancement.(Rich Lee,Assistant City Manager &Wing-See Fox, Urban Futures, Inc.) BACKGROUND/DISCUSSION The City's General Fund has a growing structural deficit for the foreseeable future due to expenditures growing at a faster pace than revenues.The current estimate of the structural deficit for the upcoming fiscal year is $14 million.While South San Francisco voters approved an amendment to the City's business license tax in November 2024,the projected additional revenue will not solely resolve the General Fund structural deficit.In order to avoid service level reductions, the City will need to consider additional revenue enhancement. Revenue Needs and Considerations To assist the City in evaluating its revenue enhancement options,the City retained the consulting team of Urban Futures,Inc.(UFI)and NBS.Over the past six weeks,the consulting team has worked with City staff to select and analyze four potential revenue enhancement options based on these key considerations: ·Adequacy &Certainty.Sustainable revenue generation of at least $14 million with low volatility and opportunity to grow with City operating expenses. ·Equity &Competitiveness.Appropriate distribution of tax burden and comparable tax rate to surrounding communities. ·Transparency & Voter Approval. Clear structure and likelihood of voter approval. ·Simplicity. Ease of administration and implementation. Summary of Revenue Enhancement Options Based on analysis in the attached presentation,the key details for each of the four selected revenue enhancement options are summarized below.The four options are presented in rank order based on how well each satisfies the key considerations listed above.The rates presented for each option are the estimated rates required to generate at least $14 million in the first year of implementation. 1.Transaction and Use Tax (TUT) ·0.50%increase to current rate (would increase total rate to 10.375%);would be at top-end of the peninsula region. ·Some volatility due to fluctuations in the economy. ·Tax burden spread across residents, businesses, and visitors/commuters. ·High voter approval for TUTs in recent elections (80% for 2024 elections). ·Requires special legislation as South San Francisco is "capped" at 9.875%. ·Potential competition with County Transportation measure in Nov. 2026. City of South San Francisco Printed on 5/16/2025Page 1 of 2 powered by Legistar™72 File #:25-540 Agenda Date:5/20/2025 Version:1 Item #:3. 2.Parcel Tax ·Either $770 per parcel (flat amount)or $0.069 per square foot (rate);would be at top-end of the peninsula region. ·Lowest volatility of all options and could include inflationary index. ·Can design with different tiered amounts or rates to improve equity. ·High voter approval for non-school parcel taxes (80%) in recent elections. ·Two-thirds voter approval required (66.7%). 3.Utility User Tax (UUT) ·7%rate on gas,electric,and telecommunications;would be highest in peninsula region except San Francisco. ·Lower volatility than TUT or Real Property Transfer Tax. ·Can establish different rates for residential vs.commercial users but generally considered regressive tax because utilities are essential services. ·Low voter approval rates for new UUTs (32%) in recent elections. ·Long-term revenue adequacy concerns due to changing utility usage patterns. 4.Real Property Transfer Tax (RPTT) ·$11 per $1,000 of sale price; would be at top-end of the peninsula region. ·Highest volatility of all options (annual revenue range from $6.2M to $26.5M). ·Can design with tiered rates to improve equity. ·Strong voter approval rates (70%) in recent elections (but limited number). ·Requires voter approval of city charter and tax measure. RECOMMENDATION UFI and NBS recommend the City continue evaluating both the Transaction and Use Tax (TUT)and Parcel Tax revenue enhancement options due to their combination of adequacy (lower volatility),growth potential,and strong voter acceptance.The next step in the City’s evaluation process would be to conduct community outreach and opinion research on these two options.The TUT option will also require working with state legislators on special legislation to authorize the additional rate before placing the measure on the November 2026 ballot. FISCAL IMPACT The cost of developing a ballot measure,including community outreach and opinion research,is estimated at $100,000,which would be paid from the General Fund.If successful,the proposed revenue measure would generate approximately $14 million annually for the General Fund. ATTACHMENTS 1. Revenue Enhancement Analysis Presentation (May 20, 2025). City of South San Francisco Printed on 5/16/2025Page 2 of 2 powered by Legistar™73 CITY OF SOUTHSAN FRANCISCO, CA May 20, 2025 REVENUE ENHANCEMENT ANALYSIS - GENERAL FUND 74 Presentation Outline Tax Revenue Options & Analysis - General Fund 3 Transaction and Use Tax (TUT)5 Parcel Tax 8 Utility User Tax (UUT)13 Real Property Transfer (RPT) Tax 16 Recommendations & Next Steps 19 2 75 Tax Revenue Options & Analysis General Fund 3 76 General Fund Revenue Taxes – 4 Basic Considerations 1.Adequacy & Certainty (volatility) •Sustainably generates annual needed revenue. •Not subject to significant variation (low volatility). 2.Equity (who bears tax burden) & Competitiveness (fairness) •Fiscal burden appropriately spread. •Proportionate to surrounding communities. •Does not highly skew economic incentives. 3.Transparency & Voter Approval •Easy to find information on the revenue/tax structure and understand how it operates. •Likelihood of voter approval. 4.Simplicity •Does not require multiple ballot measures (voter confusion and fatigue). •Not highly burdensome, costly or complicated to administer (by city or payors). 4 77 Transaction and Use Tax (TUT) Basics of a TUT •Functionally similar to state Sales and Use Tax (SUT) with important difference: •SUT – Point of Sale •Where did sales transaction occur? •TUT – Point of Receipt/Delivery/Use •Where did Buyer receive goods or put them to use? •Voter approval rates of new or increased TUTs for general purposes (majority vote) •80% for 2024 Election (63 of 79) •73% for 2022 Election (30 of 41) •74% for 2020 Election (65 of 88) •State law requires supermajority approval by city council (2/3 vote) to place TUT measure on ballot. South San Francisco State SUT & Local TUT Rate 9.875%Expiration State Sales Tax 6.00%-- Bradley-Burns Local Share 1.25%*-- Local/Regional TUT (2.0% total cap) San Mateo County Transportation Authority (1989) Measure A 0.50%December 2033 San Mateo County Transit District (2002) Measure A 0.50%-- San Mateo County TUT (2013) Measure A 0.50%March 2043 South San Francisco TUT (2016) Measure W 0.50%March 2046 Special Legislation San Mateo County Transit District Authority (2019) Measure W 0.50%June 2049 Peninsula Corridor JPA Retail Transactions and Use Tax (2020)0.125%June 2051 5 *1.0% to City and 0.25% to County for transportation purposes. The City receives 95% and the County receives 5% of the 1.0% Bradley-Burns. 78 Transaction & Use Tax (TUT) SSF Current Rate – “Capped Out” @ 9.875% •State Sales & Use Tax 7.25% •Countywide TUTs 1.50% + .625% special leg. •SSF TUT (Measure W) 0.50% •Total Rate in SSF 9.25% + .625% special leg. Special Considerations •Because SSF is currently “capped out,” state legislature must authorize any additional TUT through special legislation. •County Transportation Authority considering placing existing Measure A (1989) on November 2026 ballot for extension and possible additional 0.25% (add-on would require special legislation from state legislature). Estimated Additional TUT Annual Revenue @ 0.50% = $14.5 million growing to $19.2 million over ten years. •Total New Rate = 10.375% (or 10.625% if County measure with add-on is also approved). City/Area Rate* San Mateo Countywide 9.375% Belmont 9.875% Brisbane 9.875% Burlingame 9.625% Daly City 9.875% East Palo Alto 9.875% Pacifica 9.875% Redwood City 9.875% San Bruno 9.875% San Mateo 9.625% South San Francisco 9.875% Santa Clara Countywide 9.125% Campbell 9.875% Los Gatos 9.25% Milpitas 9.375% San Jose 9.375% San Francisco 8.625% Alameda County 10.25 to 10.75% Contra Costa County 9.25 to 10.25% *Effective rates as of April 2025. 6 79 Transaction & Use Tax (TUT) Pros: Voter Approval. TUT measures in last three election cycles (2020, 2022, and 2024) have high approval rates (74%, 73%, and 80% respectively) despite economic volatility due to Covid-19 pandemic and recent high inflation. Adequacy & Certainty. Estimated annual revenues at/above target with expected growth at or above estimated inflation. Equity. Tax burden spread across residents, businesses, and visitors (which includes significant daytime workforce – 36,600 employees in 2022). Cons: o Certainty (volatility). Sales tax is more volatile (elastic) than UUT or parcel tax because generally correlates with overall economic trends; but less volatile than property transfer tax (see later slides). o Competitiveness. Additional 0.50% TUT puts City at 10.375% total sales tax rate, which would be higher than other cities on the peninsula side of the Bay Area. o Special Considerations. Requires state legislature to enact special legislation authorizing the additional TUT. County Transportation sales tax measure may also be on the November 2026 ballot and potentially add another 0.25% to the total rate. 7 80 Parcel Tax Basics of Parcel Tax •Non-ad valorem (non-value based) tax levied on parcels of property. •Methodology: Either a fixed/flat amount per-parcel or a fixed rate depending on the size, use, or number of units on the parcel. •Can establish different amount/rate based on property use but must be applied uniformly and roughly proportional to demand for service. •Can include inflationary index. •Parcel taxes are considered special taxes requiring 2/3 voter approval (Govt. Code s. 50077). Majority approval required if proposed by citizen initiative and 55% approval if for school bonds (Prop. 39). Statewide Facts - Parcel Tax •Since 2010, largest percentage of all approved parcel taxes (42%) are for schools (251 of 600 measures). •Since 2010, 67% of proposed city parcel taxes were approved (118 of 176 measures). •Because 2/3 vote required to approve city parcel tax, almost all restrict tax revenues to specified purpose; less than 4% are for general municipal funding. •Most common methodology: flat rate per parcel. 8 81 Parcel Tax No Current Parcel Taxes in SSF •SSF’s parcel tax initiative measure in 2022 for early childhood education (Measure DD) failed to get 50% vote ($2.50 per sf on commercial parcels). Parcel tax measures in Santa Clara & San Mateo counties (2/3 vote) •Since 2008, 20 non-school parcel taxes on ballot with 80% approved (16 of 20). •All for special purposes: libraries, roads, police/fire, water, and open space. •Since 2018, 40 school parcel taxes on ballot with 73% approved (29 of 40). City/Area Rate/yr.* San Mateo County E. Palo Alto – Office Space $2.50 per sf Portola Valley – Roads $950 parcel Highlands CSA – Police & Fire $65 parcel Atherton – Police $750 parcel** Santa Clara County Santa Clara - Libraries $34 parcel Santa Clara – Open Space $24 parcel San Jose – Libraries $30 parcel North County - Libraries $76 parcel County Library JPA $17 or $34 unit Santa Clara Water Dist.$0.006 per sf El Matador - Roads $350-$750 parcel *Rates as of April 2025. **Not renewed in 2017. 9 82 Parcel Tax Estimated Annual Revenue – Alternative Structures Flat Amount per Parcel Parcel Type # of Parcels**Per Parcel Tax Annual Revenues (est.) Single-Family Residential (SFR)*15,679 $ 770 $ 12,072,830 Multi-Family (three-family & larger)811 770 624,470 Commercial/Office/Industrial 1,706 770 1,313,620 Total $ 14,010,920 *Includes condos, townhomes, and duplexes. **Excludes parcels with following land use: Water Co., Water Rights, Pipelines & Canals, Streets & Highways, and Farm Improvements. ***Tiered amounts based on average parcel size in each land use for “rough proportionality” between tax amount and use/demand on service. Flat Amount per Parcel - Tiered by Land Use/Avg. Parcel Size Parcel Type Avg. Parcel Size # of Parcels**Per Parcel Tax***Annual Revenues (est.) Single-Family Residential (SFR)*4,350 15,679 $ 302 $ 4,735,058 Multi-Family (three-family & larger)8,370 811 581 471,284 Commercial/Office/Industrial 74,498 1,706 5,172 8,823,484 Total $ 14,029,825 10 83 Parcel Tax Fixed Rate per Square Foot (sf) of Parcel Size ($0.069 per sf) Parcel Type Avg. Parcel Size Annual Tax Avg. Parcel Total Acreage**Annual Revenues (est.) SFR1 - up to 5,000 sf 3,091 sf $ 214 683 $ 2,060,333 SFR2 - 5,000 to 10,000 sf 5,943 sf 412 787 2,374,016 SFR3 - 10,000 to 17,500 sf 11,872 sf 822 65 197,402 SFR4 - over 17,500 sf 25,933 sf 1,797 31 93,425 Multi-Family (three-family & larger)8,370 sf 580 156 470,300 Commercial/Office/Industrial 74,498 sf $ 5,161 4,639 8,805,069 Total $ 14,000,545 *Includes condos, townhomes, and duplexes. **Excludes parcels with following land use: Water Co., Water Rights, Pipelines & Canals, Streets & Highways, and Farm Improvements. Estimated Annual Revenue – Alternative Structures (cont.) 11 84 Parcel Tax Pros: Certainty. Parcel tax revenue not impacted by overall economic trends (non-ad valorem) and inflationary index (if included) can help revenues keep pace with rising expenses. Equity. Parcel tax provides some flexibility in designing tax structure (such as tiered amounts or square foot rate) to help mitigate inequity/regressive nature of a flat amount (but must retain “rough proportionality” to use/demand on services). Voter Approval. Voter approval for non-school parcel taxes has been strong (80%). Almost all have been designated for special purposes (public safety, roads, libraries, etc.). Cons: o Voter Approval. State law requires 2/3 approval by electorate. o Competitiveness. Parcel tax ($770/parcel or $0.069 per sf) would be at the upper end of parcel tax amounts in surrounding communities. 12 85 Utility User Tax (UUT) Basics of UUT •Percentage tax based on the consumption of utility services: electricity, gas, water, sewer, refuse, telecommunications, and cable television. •Most cities apply UUT to electricity, gas, and telecommunications; only half include water. •Can establish different rate for residential and commercial. Tax is collected by utility and transmitted to city. •Most of the cities with UUTs adopted the taxes prior to 1986 by vote of the city council. •Since 2002, only 32% approval (28 of 87) for new or increased UUT rates (statewide). Including advisory measure may increase voter approval rate by 20% (limited data). Statewide Facts on UUTs* •157 cities in CA have a UUT •Rates range from 1% to 11% •Statewide mean rate = 5.5% •Statewide median = 5% (+- 2.07%) •Total UUT revenue statewide is approximately $1.8 billion* •On average, UUT provides 15% of General Fund revenue** •All UUTs in California (except two) are currently levied for general purposes (majority vote) *Data as of April 2025 – CaliforniaCityFinance.com. **Data as of April 2021 – CaliforniaCityFinance.com. 13 86 Utility User Tax (UUT) Estimated UUT Annual Revenue = $1.9 to $2.2 million per 1.0% on gas, electric, & telecommunications •@ 5.0% = $9.6 to $10.8 million •@ 6.0% = $11.6 to $12.9 million •@ 7.0% = $13.5 to $15.1 million City projects 2.75% growth in Franchise Fee revenues which provides a good “proxy” for UUT revenue growth, but statewide trend for UUT revenues for gas is flat and for telecommunications is negative. UUT measures on the peninsula side of the Bay Area since 2002: •New UUT: approved Menlo Park (2006), rejected Morgan Hill (2008), and Saratoga(2004). •Modernize Telecomm UUT: 3 approved with rate reduction, 7 approved, & 1 rejected. City/Area Rate* San Mateo County Daly City 5.0% East Palo Alto 5.0% Menlo Park 0.0%** Pacifica 6.5% Portola Valley 4.5% Redwood City 4.0 to 5.0% Santa Clara County Cupertino 2.4% Gilroy 4.5 to 5.0% Los Altos 3.2 to 3.5% Mountain View 3.0% Palo Alto 4.75 to 5.0% San Jose 4.5 to 5.0% Sunnyvale 2.0% San Francisco 7.5% Alameda – 10 Cities 3.25 to 9.5% Contra Costa – 6 Cities 1.0 to 9.5% *Rates as of April 2025. **2.5% to 3.5% but reduced to 0% beginning 2024. 14 87 Utility User Tax (UUT) Pros: Certainty. UUT revenues have been less volatile than other economic-sensitive revenues like TUT, but are less certain than a Parcel Tax, particularly over the long-term (see “Adequacy” concern below). Equity. Can establish different rates for residential vs. commercial. Cons: o Voter Approval. Historic voter approval rates for new UUT are low (32%) but advisory measure might help (+20%). Voter data in region for UUT ballot measures is dated and small, necessitating more extensive community outreach. o Adequacy. The competitive rate of 5.0% falls short of the City’s revenue target. Would need to include water or increase rate to 7.0% or higher to meet target. For the long-term adequacy, important to note current projections in the region and statewide of 2.5% to 3.0% annual growth are due to electric rates/consumption, more than offsetting flat/declining revenues for gas and telecommunications. 15 88 Real Property Transfer Tax (RPTT) Basics of RPTT •Tax imposed on the transfer of title of real property from one person or entity to another. •Additional to Documentary Transfer Tax imposed under state law ($1.10 per $1,000 of sale price), of which half allocated to city and half to county, but if city adopts RPTT, full amount goes to county. •Methodology: Based on property sale price and can be paid by either buyer or seller. Collected by county and remitted to city. •Typically imposed as flat rate per $1,000 of sale price. Some cities have used % of sale price rate and/or used tiered rates based on property value. •Can only be imposed by charter city. •Majority approval by voters if for general purposes. Statewide Facts - RPTT •Since 2010, 70% of RPTT measures have been approved (21 of 30). All were for general purposes (majority vote). •27 cities have a RPTT, of which 15 are in the Bay Area.* •For flat tax rates, amount ranges from $2.20 per $1,000 to $26.10 per $1,000 (top tier). •For % of sale tax rates, amount ranges from 0.50% to 6.0%. *Does not include charter cities that have imposed a RPTT at rate equivalent to the Documentary Transfer Tax. 16 89 Real Property Transfer Tax (RPTT) Real Property Transfer Tax @ $11 per $1,000 sale price = Estimated $14 million on average per year. •Significant year-to-year variation in estimated annual revenue. Historical city revenue from Documentary Transfer Tax has dropped -71% YOY and risen +131% YOY. •Based on above, annual revenues could be as low as $6.2 million or as high as $26.5 million. •Flat rate does not index to rising expenses, but revenues increase as property sales values rise, subject to the significant variation noted above. •Requires SSF voters to adopt city charter. Two cities have adopted a charter for the purpose of imposing RPTT (Emeryville 2014, El Cerrito 2018). Both the charter and tax measure were on the same ballot. City/Area Rate* San Mateo County San Mateo 0.5% except 1.5% > $10m. Santa Clara County Mountain View $3.30/$1,000 except $15 > $6m. Palo Alto $3.30 per $1,000 San Jose $3.30/$1,000 + 0% to 1.5% (4 tiers) San Francisco 0.5% to 6.0% (6 tiers) Alameda County Alameda $12 per $1,000 Albany $15 per $1,000 Berkeley 1.5% to 3.0% (three tiers) Emeryville $12 to $25 (three tiers) Hayward $8.50 per $1,000 Oakland 1% to 2.5% (four tiers) Piedmont $13 per $1,000 San Leandro $11 per $1,000 Contra Costa County El Cerrito $12 per $1,000 Richmond 0.7% to 3% (four tiers) * Rates as of April 2025. 17 90 Real Property Transfer Tax (RPTT) 18 Pros: Voter Approval. Requires majority vote approval for general purpose tax and generally strong historical approval rates by voters (70% of ballot measures). Equity. Tiered rates can help mitigate inequity/regressive nature of a flat rate. Also, tax imposed as incidence of property sale allowing buyer and seller to negotiate who pays what portion at close. Cons: o Certainty (Volatility). Significantly more volatile than all other tax revenue options being evaluated. Difficult to fund municipal services with consistent annual operating expenses using a highly volatile revenue source. o Competitiveness. Only 5 cities on peninsula side of the Bay Area have an RPTT. Proposed rate ($11 per $1,000) would be significantly higher than all except top tiers in SF and SJ. Proposed rates more comparable to cities on east side of Bay Area. o Charter Approval. Requires voters to approve changing SSF to a charter form of government and to approve the tax measure. Both measures can be on same ballot. 91 Recommendations & Next Steps 19 92 Tax Revenue Options – Recommended Ranking Rank Revenue Option Est. Annual Revenue Pros Cons 1 Transaction & Use Tax (TUT) $14 million •50% + 1 vote required with high voter approval in recent elections. •Generates most revenue with rate proportionate to surrounding cities. •Tax paid by residents, businesses and visitors/daytime workforce. •Requires special legislation. •Potential ballot competition from County TUT in November 2026. •Total rate (10.375%) highest among communities in region. •TUT is more volatile than UUT or parcel tax, but lower than RPTT. 2 Parcel Tax $14 million •Parcel tax has lowest volatility compared to all others. •High voter approval but tax measures were for restricted special purposes (not general purposes). •Can use per sf rate to improve equity of otherwise regressive flat amount. •2/3 vote required. •Per parcel amount ($770) and per sf rate ($0.069 per sf), both at top- end among communities in region. 20 93 Tax Revenue Options – Recommended Ranking (cont.) Rank Revenue Option Est. Annual Revenue Pros Cons 3 Utility User Tax (UUT) $14 million •50% + 1 vote required. •UUT has lower volatility than TUT or RPTT, but higher than parcel tax. •6-7% rate would be at top-end among communities in region. •Low voter approval of new UUTs (32%) in recent decades. •Adequacy of annual revenue growth rate may be an issue. 4 Real Property Transfer Tax (RPTT) $14 million •50% + 1 vote required. •Tiered amounts or rates can help mitigate inequity/regressive nature of flat tax. •Significantly more volatile than all other options; difficult for funding municipal services. •$11 rate would be at top-end among neighboring communities. •Requires voters to approve city charter. 21 94 November 2026 Ballot Measure – Potential Timeline Dates Task July to December 2025 Community input and opinion research conducted. January to March 2026 Staff develops options for revenue measure based on community input and opinion research, Council input, and other relevant considerations. April to June 2026 Public information disseminated explaining why and how Council is considering placing a revenue measure on the ballot. June 2026 Council decision on appropriate revenue measure and direction for staff to prepare ballot measure language and required resolutions. July 8, 2026 Last regularly scheduled meeting of Council for Introduction/First Reading of revenue measure ordinance. July 22, 2026 Last regularly scheduled meeting of Council for Second Reading/Adoption of revenue measure ordinance and approval of resolution for consolidated election. August 7, 2026 Deadline for City submission of ballot measure to Registrar of Voters. August 18, 2026 Deadline for City’s submittal of impartial analysis of ballot measure to Registrar of Voters. November 3, 2026 Election Day. 22 95 City of South San Francisco Legislation Text P.O. Box 711 (City Hall, 400 Grand Avenue) South San Francisco, CA File #:25-199 Agenda Date:5/20/2025 Version:1 Item #:4. Report regarding proposed Capital Improvement Program for the Fiscal Year 2025-26.(Eunejune Kim, Director of Public Works/City Engineer, and Matthew Ruble, Principal Engineer) RECOMMENDATION Staff recommends that the Budget Standing Committee of the City Council review and provide feedback on the proposed Capital Improvement Program for the Fiscal Year 2025-26. BACKGROUND/DISCUSSION The Capital Improvement Program (CIP) outlines large capital expenditures and infrastructure improvement projects throughout the City. City departments identify necessary improvements and prioritize project implementation when preparing the CIP. City staff considers the following criteria when selecting projects for inclusion in the CIP: •Grant-funded projects requiring a City contribution •Previously approved projects under construction or contract •Projects required for regulatory compliance •Projects to maintain or upgrade existing City infrastructure •Projects with no General Fund allocations •Projects requested by the community or City departments Based on these guidelines, staff proposes the following Fiscal Year (FY) 2025-26 CIP budget appropriations. The proposed FY 2025-26 CIP budget is $231.82 million, with $24.03 million of new appropriations and approximately $207.79 million of appropriations from prior fiscal years for continuing projects. In addition, the City continues to work diligently to identify projects within Infrastructure Reserves and Sewer Enterprise Funds to be redirected back to the City’s budget to help support the CIP budget needs for FY 2025-26 and out- years. These projects are included in a separate attachment, along with other funding sources and projects that the City has identified for either closeout or deferral. As these projects are anticipated to be eliminated or deferred, they will not be included in the FY 2025-26 Budget Book. CIP Project Summary The FY 2025-26 CIP includes 186 projects: 10 new projects and 176 continuing projects. The CIP is comprised of six (6) project types: •Public Facilities City of South San Francisco Printed on 5/16/2025Page 1 of 6 powered by Legistar™96 File #:25-199 Agenda Date:5/20/2025 Version:1 Item #:4. •Parks •Storm Drains •Sanitary Sewer •Streets •Traffic The following brief overview identifies proposed new projects and additional appropriation requests for continuing projects. Public Facilities Projects - These projects renovate, construct, and improve city buildings and infrastructure. New appropriations requests: There are no new public facilities appropriation requests for Fiscal Year 2025-26. Total New Public Facilities Appropriation Requests = $0 Parks Projects - These projects replace and improve playgrounds, renovate baseball fields, and expand parks at city-owned public spaces. New appropriations request: ·(pk2301) Orange Memorial Park Main Playground Replacement (BONDS) - Surfacing and equipment replacement of main playground at Orange Memorial Park. Equipment to be replaced with inclusive elements for all-abilities. - $865,073.24 ·(pk2302) Centennial Trail Improvements - Construct park spaces along Centennial Trail. - $1,666,279 ·(pk2305) Linden Park Project - Project to transform two adjacent vacant lots into a vibrant neighborhood park and cultural plaza for our community to enjoy. - $300,000 ·(pk2501) Dedicated Pickleball Courts - Addition of Pickleball courts to Orange Park; additional costs to add noise attenuation and improved surfacing. - $400,000 ·New project (pk2601) Cypress and Pine Park Renovation Project - Improve and rehabilitate the existing Cypress and Pine Park with new play features, furnishings, landscape, and other improvements. - $3,000,000 ·New project (pk2602) Playground Surfacing City Hall Tot Lot, Avalon Park, Westborough Park - Replacement of rubberized surfacing that has reached end of life and is degraded beyond patch repairs. - $180,000 Total New Parks Appropriation Requests = $6,411,352 Storm Drain Projects - Projects repair and improve storm drains and infrastructure to reduce pollution run-off into the San Francisco Bay. New appropriations request: (sd1801) Orange Memorial Park Stormwater Capture Project - Design and construct a storm water capture City of South San Francisco Printed on 5/16/2025Page 2 of 6 powered by Legistar™97 File #:25-199 Agenda Date:5/20/2025 Version:1 Item #:4. device including pre-treatment system. - $20,000 Total New Storm Drain Appropriation Requests = $20,000 Sanitary Sewer Projects: Projects maintain the Water Quality Control Plant (WQCP), Collection System Pumps Stations, and sanitary sewer lines within the City. New appropriations request: ·(ss2202) Oyster Point Pump Station - The project will design and construct a new pump station to support the development at Oyster Point. - $2,850,000 ·New project (ss2601) Sanitary Sewer Rehab FY 2025-26 - Annual systematic rehabilitation of the sewer system gravity lines by sewer basins as determined by the sewer master plan and recent video inspection efforts prior to Surface Seal Area 2. - $5,800,000¹ ·New project (ss2602) Harbor Way Sewer Main Upsize - Upgrade of sewer main due to capacity constraints. - $500,000 ·New project (ss2603) Sanitary Sewer Pump Station Master Plan - Condition and Capacity assessment of all Pump Stations and associated force mains. - $500,000 Total New Sanitary Sewer Appropriation Requests = $9,650,000 Streets Projects: These projects repair bridges, resurface streets, improve medians and sidewalks, and study the feasibility of proposed roadway and rail extensions. New appropriations Request: ·(st1703) Bridge Preventative Maintenance Program - This project will conduct preventative maintenance on nine (9) city-maintained bridges including: Colma Creek Bridge at Produce Avenue, Canal Bridge at Linden Avenue, two (2) bridges over San Bruno Channel over North Access Road, Colma Creek Bridge at Spruce Avenue, Colma Creek Bridge at Utah Avenue, Grand Ave. and San Bruno Channel over North Access Road. - $200,000 ·(st1904) Underground Utilities District (UUD) Rule 20A for Mission Road - Establish an Underground Utility District on Mission Road from Grand Avenue to connect with underground utilities at the South San Francisco BART south entrance. Additional funding is required to replace city-owned street lighting. - $1,500,000 ·(st2301) Junipero Serra Boulevard/Westborough Boulevard Corridor Feasibility Project - To fund the planning of the Junipero Serra Blvd and Westborough Blvd Bike and Ped improvements as identified in the Active South City Plan - $200,000 ·(st2505) 2026 Surface Seal Project - This project will provide asphalt pavement maintenance from design through construction in Area 2 (Sierra Highlands neighborhood) of the Pavement Management Program (PMP). - $3,300,000 ·New project (st2601) Tanforan Ave Reconstruction - Reconstruction of Tanforan Ave between San Mateo Ave and Railroad Place. - $100,000 City of South San Francisco Printed on 5/16/2025Page 3 of 6 powered by Legistar™98 File #:25-199 Agenda Date:5/20/2025 Version:1 Item #:4. ·New project (st2602) Citywide Misc Striping - This project includes the installation, replacement, and maintenance of roadway striping and pavement markings at various locations citywide. - $300,000 ·New project (st2603) Citywide Trip Hazard - Funds to be used to mitigate trip hazards identified as part of the trip hazard assessment. - $150,000 ·New project (st2604) 2027 Surface Seal - Street surface treatments with base repairs in preparation of 2027 surface seal project. - $200,000 ·New project (st2605) 2026 Pavement Repair and Crack Seal - A preventive maintenance program that includes repairs to localized defective pavement areas and crack sealing - $1,000,000 Total New Streets Appropriation Requests = $6,950,000 Traffic Projects: These projects focus on arterials, corridors, and key intersections within the City including adaptive traffic signals to provide better traffic flow, improve pedestrian safety, traffic calming, and better bicycle rider safety on city streets. New appropriations Request: ·(tr2002) Smart Corridor - Implementation of Intelligent Transportation System (ITS) along segment of 101 corridor north of I-380. - $350,000 ·(tr2301) Miscellaneous Traffic Improvements - Design & construct any traffic related improvements in the City, such as striping, signs, and other traffic calming measures from the Traffic Advisory Committee, Neighborhood meetings or as needed. - $250,000 ·(tr2406) Traffic Studies and Grant Support - Support for any traffic-related studies from the Traffic Advisory Committee, Neighborhood meetings or as needed, and support for grant applications as needed. - $100,000 ·(tr2415) Colma/SSF ECR Bicycle & Ped Improvement - Part of Bike/Ped master plan - $300,000 Total New Traffic Appropriation Requests = $1,000,000 Infrastructure Reserve Refund:To release financial resources for urgent needs, the City has decided to release Infrastructure Reserves previously allocated to four projects, three of which will be closed. This action will enable the City to redirect funds toward projects that require immediate attention. ·(st1803) Street Lighting Enhancement - ($200,000) ·(st1805) ECR Gateway Sign & Median Improvement (Noor/Spruce) - ($42,985.38) CLOSE ·(st2002) Survey Monument - ($125,000) CLOSE ·(st2305) CDBG Curb Ramp Replacement - ($150,025.86) CLOSE TOTAL REFUND TO Infrastructure Reserve = $518,011.24 Sewer Enterprise Fund Refund:To support sustainable resource management, the City has thoroughly reviewed current and upcoming projects dependent on Sewer Enterprise Funds. As a result, four projects are recommended for closure and nine for deferral. Additionally, two projects will be reclassified and moved to the City of South San Francisco Printed on 5/16/2025Page 4 of 6 powered by Legistar™99 File #:25-199 Agenda Date:5/20/2025 Version:1 Item #:4. Capital Outlay Fund. These actions will release a total of $11.87 million back into the Sewer Enterprise Fund to support critical needs in FY 2025-26 and future years. ·(ss1301) WQCP Wet Weather and Digester Imprvmts - ($564,441.59) CLOSE ·(ss1601) Sodium Hypochlorite Tank Replacement - ($57,201.08) CLOSE ·(ss1703) WQCP Secondary Clarifiers #1 & #2 Rehab - ($1,316,576.22) CLOSE ·(ss1704) WQCP Effluent Storage Basin Liner Rplmnt - ($855,993.07) CLOSE ·(ss1307) Plant Wide Industrial Re-Coat - ($2,000,000) ·(ss2302) WQCP Sludge Dewatering Improvements - (1,393,290) ·(ss1205) WQCP Solar PV - ($270,356.94) ·(ss1901) Pump Station Industrial Re-Coating Prog - ($2,125,266.56) ·(ss2301) WQCP Diffused Air Flotation Thickener Re - ($548,100) ·(ss2404) Programmable Logic Controller Repl-WQCP - ($1,498,140) ·(ss2407) SB1383 Organic Diversion Mandate Comp - ($73,080) ·(ss2408) Biosolids Drying & Recycling- Proj #2 - ($73,080) ·(ss2501) Sanitary Pump Stations 5, 6, 7 Upgrade - ($219,240) TOTAL REFUND to Sewer Enterprise Fund = $10,994,765.46 Additional Project Closures/Refunds: The City has also identified three additional projects for adjustment across other funding sources. One project will be closed, resulting in an additional release of $1,165,073.24. These actions are intended to align remaining project balances with evolving capital priorities and funding needs. ·(pf2205) Oyster Pt Phase 2C Parking Lot Improve - ($150,000) ·(pf2206) Oyster Pt Phase 2C Landscape Improvement - ($150,000) ·(pk2309) OMP Sports Field Renovation (BONDS 522) - ($865,073.24) TOTAL REFUND to Other = $1,165,073.24 FUNDING This staff report outlines the proposed allocations for the FY 2025-26 CIP budget totaling $231.82 million, which includes $24.03 million in new appropriations and approximately $207.79 million in carryforward funding for ongoing projects. To support financial efficiency, the City has identified $518,000 in Infrastructure Reserve refunds, $10.99 million in Sewer Enterprise Fund reallocations, and $1.2 million from additional City of South San Francisco Printed on 5/16/2025Page 5 of 6 powered by Legistar™100 File #:25-199 Agenda Date:5/20/2025 Version:1 Item #:4. project closures. Funding allocations by source and project are detailed in Attachment 1 - FY 2025-2026 Funding Source Summary, while Attachment 2 - Excerpts from the One-Year CIP Proposed Budget provides a visual breakdown of new appropriations. Attachment 3 - Proposed Project Closures and Deferrals outlines projects identified for closeout, deferral, or reallocation. This strategic approach reflects the City’s commitment to responsible fiscal management and aligning capital investments with critical infrastructure priorities. CONCLUSION Staff will amend the FY 2025-26 CIP based on direction from the Budget Subcommittee and present the revised CIP at the Special City Council Study Session June 7, 2025. Attachments: 1.FY 2025-2026 Funding Source Summary for All Appropriation Requests 2.Excerpts from the FY 2025-2026 One-Year CIP Proposed Budget 3.Proposed Project Closures and Deferrals ¹Funding request is contingent upon City Council approval of the staff report scheduled for May 28, 2025, which proposes fund transfer reimbursing Sewer Fund (710) with applicable Sewer Capacity revenue. City of South San Francisco Printed on 5/16/2025Page 6 of 6 powered by Legistar™101 Funding SourceProject Number Request TitleFY2026Bonds/Loanspk2301 pk2301 Orange Memorial Park Main Playground Replacement (BONDS)$865,073.24Total Bonds/Loans$865,073.24Citywide Traffic Impact Feetr2415tr2415 COLMA/SSF ECR BICYCLE & PED IMPROVEMENT$300,000.00tr2002 tr2002 Smart Corridor$350,000.00tr2406 tr2406 Traffic Studies and Grant Support$100,000.00tr2301 tr2301 Miscellaneous Traffic Improvements$250,000.00st2301 st2301 Junipero Serra Boulevard/Westborough Boulevard Corridor Feasibility Project$200,000.00Total Citywide Traffic Impact Fee$1,200,000.00East of 101 Sewer Impact Feess2603 ss2603 Sanitary Sewer Pump Station Master Plan$500,000.00ss2602 ss2602 Harbor Way Sewer Main Upsize$500,000.00ss2202 ss2202 Oyster Point Pump Station$2,400,000.00ss2401 ss2401 Oyster Point Sewer Main Upsize$1,000,000.00Total East of 101 Sewer Impact Fee$4,400,000.00Gas Taxst2602 st2602 Citywide Misc Striping $120,000.00st2601 st2601 Tanforan Ave Reconstruction$100,000.00Total Gas Tax$220,000.00Infrastructure Reservespk2602 pk2602 Playground Surfacing City Hall Tot Lot, Avalon Park, Westborough Park$180,000.00sd1801 sd1801 Orange Memorial Park Stormwater Capture Project$20,000.00st1904 st1904 Underground Utilities District (UUD) Rule 20A for Mission Road$1,500,000.00st1703 st1703 Bridge Preventative Maintenance Program$200,000.00Total Infrastructure Reserves$1,900,000.00Measure Ast2605 st2605 2026 Pavement Repair and Crack Seal$500,000.00st2604 st2604 2027 Surface Seal$200,000.00st2603 st2603 Citywide Trip Hazard$150,000.00st2602 st2602 Citywide Misc Striping $180,000.00st2505 st2505 2026 Surface Seal Project$1,166,667.00Total Measure A$2,196,667.00Other (IQHQ Developer Contribution)pk2305 pk2305 Linden Park Project$300,000.00Total Other Funding Sources$300,000.00Park Land Constructionpk2601 pk2601 Cypress and Pine Park Renovation Project$3,000,000.00pk2302 pk2302 Centennial Trail Improvements$1,666,279.00pk2501 pk2501 Dedicated Pickleball Courts$400,000.00Total Park Land Construction$5,066,279.00Road Maintenance Acct (SB1)st2505 st2505 2026 Surface Seal Project$566,667.00Total Road Maintenance Acct (SB1)$566,667.00102 SMC Measure Wst2605 st2605 2026 Pavement Repair and Crack Seal $500,000.00st2505 st2505 2026 Surface Seal Project$1,566,666.00Total SMC Measure W$2,066,666.00Sewer Enterprisess2601 ss2601 Sanitary Sewer Rehab FY 2025-26 $5,800,000.00ss2202 ss2202 Oyster Point Pump Station$150,000.00Total Sewer Enterprise$5,950,000.00Successor Agency Fundsss2202 ss2202 Oyster Point Pump Station$300,000.00Total Successor Agency Funds$300,000.00Total Funding Sources25,031,352.24103 Capital Improvement Program - 1-Year: FY2025-26 Below is the breakdown of appropriations for the CIP budget by Funding Source: Total Capital Requested 24 ,031,352 24 Capital Improvement Projects The one-year plan has a budget request of $25.03 million. Total Funding Requested by Source TOTAL $24,031,352.24 Bonds/Loans (4%)$865,073.24 Citywide Trafc Impact Fee (5%)$1,200,000.00 East of 101 Sewer Impact Fee (14%)$3,400,000.00 Gas Tax (1%)$220,000.00 Infrastructure Reserves (8%)$1,900,000.00 Measure A (9%)$2,196,667.00 Other Funding Sources (1%)$300,000.00 Park Land Construction (21%)$5,066,279.00 Road Maintenance Acct (SB1) (2%)$566,667.00 Sewer Enterprise (25%)$5,950,000.00 SMC Measure W (9%)$2,066,666.00 Successor Agency Funds (1%)$300,000.00 104 CIP Appropriations by City Fund The table below shows the CIP budget appropriations by City fund number. CIP Appropriations by Project Type The following pie chart shows the FY2025-26 appropriations for capital improvement projects split by project type. Sanitary Sewer capital projects account for the largest proportion of project funding ($9.65 million or 40.16% of total appropriations). Capital Improvement Plan by Project Type Sanitary Sewer $9,650,000 (40.16%) Streets $6,950,000 (28.92%) Parks $6,411,352 (26.68%) Trafc $1,000,000 (4.16%) Storm Drains $20,000 (0.08%) Public Facilities $0 (0.00%) 105 Capital Improvement Plan Requests Itemized Requests for 2026 pk2301 Orange Memorial Park Main Playground Replacement (BONDS)$865,073 Surfacing and equipment replacement of main playground at Orange Memorial Park. Equipment to be replaced with inclusive elements for all-abilities.  pk2302 Centennial Trail Improvements $1,666,279 Construct park spaces along Centennial Trail. pk2305 Linden Park Project $300,000 Project to transform two adjacent vacant lots into a vibrant neighborhood park and cultural plaza for our community to enjoy.  pk2501 Dedicated Pickleball Courts $400,000 Addition of Pickleball courts to Orange Park; additional costs to add noise attenuation and improved surfacing. pk2601 Cypress and Pine Park Renovation Project $3,000,000 Improve and rehabilitate the existing Cypress and Pine Park with new play features, furnishings, landscape, and other improvements. pk2602 Playground Surfacing City Hall Tot Lot, Avalon Park, Westborough Park $180,000 Replacement of rubberized surfacing that has reached end of life and is degraded beyond patch repairs. sd1801 Orange Memorial Park Stormwater Capture Project $20,000 Design and construct a storm water capture device including pre-treatment system. ss2202 Oyster Point Pump Station $2,850,000 The project will design and construct a new pump station to support the development at Oyster Point. ss2601 Sanitary Sewer Rehab FY 2025-26 $5,800,000 Annual systematic rehabilitation of the sewer system gravity lines by sewer basins as determined by the sewer master plan and recent video inspection efforts prior to Surface Seal Area 2. ss2602 Harbor Way Sewer Main Upsize $500,000 Upgrade of sewer main due to capacity constraints. ss2603 Sanitary Sewer Pump Station Master Plan $500,000 Condition and Capacity assessment of all Pump Stations and associated force mains. st1703 Bridge Preventative Maintenance Program $200,000 This project will conduct preventative maintenance on nine (9) city-maintained bridges including: Colma Creek Bridge at Produce Avenue, Canal Bridge at Linden Avenue, two (2) bridges over San Bruno Channel over North Access Road, Colma Creek... st1904 Underground Utilities District (UUD) Rule 20A for Mission Road $1,500,000 Establish an Underground Utility District on Mission Road from Grand Avenue to connect with underground utilities at the South San Francisco BART south entrance. Additional funding is required to replace city-owned street lighting. st2301 Junipero Serra Boulevard/Westborough Boulevard Corridor Feasibility Project $200,000 The City applied for SMCTA Bike / Ped Cycle 6 grant funding to fund the planning of the Junipero Serra Blvd and Westborough Blvd Bike and Ped improvements as identied in the Active South City Plan. The City was awarded funding for the rst year... 106 st2505 2026 Surface Seal Project $3,300,000 This project will provide asphalt pavement maintenance from design through construction in Area 2 (Sierra Highlands neighborhood) of the Pavement Management Program (PMP). The PMP cycles through Areas 1 to 5, providing a new surface seal of... st2601 Tanforan Ave Reconstruction $100,000 Reconstruction of Tanforan Ave between San Mateo Ave and Railroad Place. st2602 Citywide Misc Striping $300,000 This project includes the installation, replacement, and maintenance of roadway striping and pavement markings at various locations citywide. st2603 Citywide Trip Hazard $150,000 Funds to be used to mitigate trip hazards identied as part of the trip hazard assessment. st2604 2027 Surface Seal $200,000 Street surface treatments with base repairs in preparation of 2027 surface seal project.  st2605 2026 Pavement Repair and Crack Seal $1,000,000 Roadway distress such as cracks, pumping, pushing, wheel rutting, raveling, and pot holing in the asphalt concrete (AC) pavement are defects that need to be addressed in a timely manner. A preventive maintenance program that includes repairs to... tr2002 Smart Corridor $350,000 Implementation of Intelligent Transportation System (ITS) along segment of 101 corridor north of I-380. tr2301 Miscellaneous Trafc Improvements $250,000 Design & construct any trafc related improvements in the City, such as striping, signs, and other trafc calming measures from the Trafc Advisory Committee, Neighborhood meetings or as needed. tr2406 Trafc Studies and Grant Support $100,000 Support for any trafc-related studies from the Trafc Advisory Committee, Neighborhood meetings or as needed, and support for grant applications as needed. tr2415 COLMA/SSF ECR BICYCLE & PED IMPROVEMENT $300,000 Project advances key elements of the Bike/Ped Master Plan. Colma is leading the effort and has secured a TA grant. Caltrans asked the project scope be extended to include the segment from the previous project limits to Hickey Boulevard and El... Total:$24,031,352 107 Fund Type Project ID Project Name Refund Amount Action Infrastructure Reserve st1803 Street Lighting Enhancement 200,000.00$ Release Infrastructure Reserve st1805 ECR Gateway Sign & Median Improvement (Noor/Spruce)42,985.38$ Close Infrastructure Reserve st2002 Survey Monument 125,000.00$ Close Infrastructure Reserve st2305 CDBG Curb Ramp Replacement 150,025.86$ Close TOTAL – Infrastructure Reserve 518,011.24$ Sewer Enterprise Fund ss1301 WQCP WET WEATHER AND DIGESTER IMPRVMTS 564,441.59$ Close Sewer Enterprise Fund ss1601 SODIUM HYPOCHLORITE TANK REPLACEMENT 57,201.08$ Close Sewer Enterprise Fund ss1703 WQCP SECONDARY CLARIFIERS #1 & #2 REHAB 1,316,576.22$ Close Sewer Enterprise Fund ss1704 WQCP EFFLUENT STORAGE BASIN LINER RPLMNT 855,993.07$ Close Sewer Enterprise Fund ss1307 PLANT WIDE INDUSTRIAL RE-COAT 2,000,000.00$ Release Sewer Enterprise Fund ss2302 WQCP SLUDGE DEWATERING IMPROVEMENTS 1,393,290.00$ Release/Defer Sewer Enterprise Fund ss1205 WQCP SOLAR PV 270,356.94$ Release/Defer Sewer Enterprise Fund ss1901 Pump Station Industrial Re-Coating Prog 2,125,266.56$ Release/Defer Sewer Enterprise Fund ss2301 WQCP DIFFUSED AIR FLOTATION THICKENER RE 548,100.00$ Release/Defer Sewer Enterprise Fund ss2404 PROGRAMMABLE LOGIC CONTROLLER REPL-WQCP 1,498,140.00$ Release/Defer Sewer Enterprise Fund ss2407 SB1383 ORGANIC DIVERSION MANDATE COMP 73,080.00$ Release/Defer Sewer Enterprise Fund ss2408 BIOSOLIDS DRYING & RECYCLING- PROJ #2 73,080.00$ Release/Defer Sewer Enterprise Fund ss2501 Sanitary Pump Stations 5, 6, 7 Upgrade 219,240.00$ Release/Defer TOTAL - Sewer Enterprise 10,994,765.46$ Successor Agency pf2005 OYSTER PT PHASE 2C PARKING LOT IMPROV.150,000.00$ Release Successor Agency pf2006 OYSTER PT PHASE 2C LANDSCAPE IMPROVEMENT 150,000.00$ Release Loan/Debt Proceeds pk2309 OMP SPORTS FIELD RENOVATION (BONDS 522)865,073.24$ Release TOTAL-Other 1,165,073.24$ Proposed Project Closures and Refunds 108 Capital Improvement Program FY 2025-26 Budget Standing Committee May 20, 2025 109 CIP by Project Type 2 4 6 9 4 1 110 FY 2025-26 CIP Project Requests by Funding Source 3 5 6 9 4 111 pk2301 Orange Memorial Park Main Playground Replacement (BONDS) 4 $865,073 CIP Bond Fund 112 pk2302 Centennial Trail Improvements 5 $1,666,279 Park Construction Fee 113 pk2305 Linden Park Project 6 $300,000 IQHQ Developer Deposit 114 pk2501 Dedicated Pickleball Courts 7 $400,000 Park Construction Fee 115 pk2601 Cypress and Pine Park Renovation Project 8 $3,000,000 Park Construction Fee 116 pk2602 Playground Surfacing City Hall Tot Lot, Avalon Park, Westborough Park 9 $180,000 Infrastructure Reserves 117 sd1801 Orange Memorial Park Stormwater Capture Project 10 $20,000 Infrastructure Reserves 118 ss2202 Oyster Point Pump Station 11 $2,850,000 $2,400,000 East of 101 Sewer Impact Fees $300,000 Successor Agency Funds $150,000 Sewer Enterprise 119 ss2401 Oyster Point Sewer Main Upsize 12 $1,000,000 East of 101 Sewer Impact Fees 120 ss2601 Sanitary Sewer Rehab FY 2025-26 13 $5,800,000 Sewer Enterprise Fund 121 ss2602 Harbor Way Sewer Main Upsize 14 $300,000 East of 101 Sewer Impact Fees 122 ss2603 Sanitary Sewer Pump Station Master Plan 15 $500,000 East of 101 Sewer Impact Fees 123 st1703 Bridge Preventative Maintenance Program 16 $200,000 Infrastructure Reserves 124 st1904 Underground Utilities District (UUD) Rule 20A for Mission Road 17 $1,500,000 Infrastructure Reserves 125 st2301 Junipero Serra Boulevard/Westborough Boulevard Corridor Feasibility Project 18 $200,000 Citywide Transportation Impact Fee 126 st2505 2026 Surface Seal Project 19 $3,300,000 $1,166,667 Measure A $566,667 SB1 RMRA $1,566,666 SMC Measure W 127 st2601 Tanforan Ave Reconstruction 20 $100,000 Gas Tax 128 st2602 Citywide Misc Striping 21 $300,000 $120,000 Gas Tax $180,000 Measure A 129 st2603 Citywide Trip Hazard 22 $150,000 Measure A 130 st2604 2027 Surface Seal 23 $200,000 Measure A 131 st2605 2026 Pavement Repair and Crack Seal 24 $1,000,000 $500,000 Measure A $500,000 SMC Measure W 132 tr2002 Smart Corridor 25 $350,000 Citywide Transportation Impact Fee 133 tr2301 Miscellaneous Traffic Improvements 26 $250,000 Citywide Transportation Impact Fee 134 tr2406 Traffic Studies and Grant Support 27 $100,000 Citywide Transportation Impact Fee 135 tr2415 COLMA/SSF ECR BICYCLE & PED IMPROVEMENT 28 $300,000 Citywide Transportation Impact Fee 136 Capital Improvement Program FY 2025-26 City of South San Francisco THANK YOU FOR JOINING US TODAY 137