luke schwartz's powerpoint presentation
TRANSCRIPT
Agency: The City of Stockton 2013/2014 Annual Budget
By: Luke SchwartzPADM 5200
May 12, 2014
Budgeting Processes (Preparation & Approval)
Action Item:• Departmental Input and Recommendations (6
month collaboration period)• Salary projections, operational Issues, related
budgets (income-generating fees, new projects, and council strategic goals)
• Public sessions with city council, commissions, and committees – allows for comments, suggestions and recommendations
• Final Annual Budget Approval: July 1st
Budget Document (Type)
Action Item:• Budget book and staff report to council• Resolution to approve and message from City
Manager (significant impacting issues and circumstances)
• Summarization of citywide budget and organization chart
• Followed by summary of general fund (core ops)– And individual departments/funds
Budget Document (Type) – Cont’d
• Annual Budget Book:1. Narrative2. High Level Summaries3. Detailed Operations
• FURTHER COMMUNICATION WITH PUBLIC– Council Study Sessions (Public Info Meeting during May and
early June)– Department heads present budget and explain ops, goals and
impacts• Late June – New public session and hearing to consider
final budget
Organizational Performance Measures & Problems
Issues or Problems:• Issues with “meets budget” or “exceeds budget”
– Too general; each department has unique considerations • Each department should stand alone• The need for improved communication with
constituents and gaining support for initiatives, programs and services
• Changes with advent of bankruptcy (confidential proceedings)
• Outdated computer system and City Charter
What Works Well
Staff Recommendation:• City Manager ultimately accountable• Informed data and functional experts
(departments)• Budget Department comprised of top analysts– Know the budget– Supported by admin