HomeMy WebLinkAbout2022-01-26; Library Board of Trustees; ; FY 2022-23 Budget Policies and Timelines
ITEM #4
Meeting Date: January 26, 2022
To: Library Board of Trustees
From: Fiona Everett, Senior Management Analyst
Staff Contact: Fiona Everett, fiona.everett@carlsbadca.gov
Subject: FY 2022-23 Budget Policies and Timelines
District: All
Recommended Action
Receive report. No action needed.
Executive Summary/Discussion
Staff will share the FY 2022-23 budget policies and timelines with the board.
Next Steps
None.
Fiscal Analysis
None.
Public Notification
Public notice of this item was posted in keeping with the Ralph M. Brown Act and was available
for public viewing and review at least 72 hours before the scheduled meeting date.
Exhibits
None.
January 26, 2022 Page 21 of 23
LIBRARY BOARD OF TRUSTEES
Staff Report
FY 2022-23 Budget
Priorities & Timelines
Fiona Everett, Senior Management Analyst
Library & Cultural Arts Department
January 26, 2022
{city of
Carlsbad
TODAY’S PRESENTATION
•City Council Strategic Planning
•Budget Challenges
•Budget Guiding Principles
•Budget Directives
•Department Strategy
•Timeline
ITEM 4: FY 2022-23 BUDGET
{ City of
Carlsbad
CITY COUNCIL STRATEGIC PLAN
•New effort to create 5-year vision for the city and develop goals around it
•Strategic Plan will help operationalize progress on goals
over a longer time period
•Ties the budget process to the goals
•Upcoming workshop –Feb. 1 @ 6 p.m.
•Department needs to carry out core services and address
priorities should tie to the strategic plan themes
ITEM 4: FY 2022-23 BUDGET
{ City of
Carlsbad
STRATEGIC PLAN THEMES
•Economic vitality
•Sustainability and the natural environment
•Community character
•Quality of life and safety
•Organizational excellence and fiscal health
ITEM 4: FY 2022-23 BUDGET
{ City of
Carlsbad
CITY BUDGET CHALLENGES
•Inflation
•Rising personnel costs
•Rising utility costs
•Funding long-term capital investments
–Aging infrastructure
–Digital transformation
•Fiscal sustainability with slower development
•Service costs are outpacing revenues
ITEM 4: FY 2022-23 BUDGET
{ City of
Carlsbad
CITY BUDGET GUIDING PRINCIPLES
•Ongoing revenue must equal or exceed ongoing expenditures
•One-time revenues shall be used for one-time costs
•Make sound decisions that are supported by data
•Efficient and effective service delivery to meet service needs
•Nimble and flexible, in response to unanticipated needs and to build
resilience
ITEM 4: FY 2022-23 BUDGET
{ City of
Carlsbad
2022-23 BUDGET DIRECTIVES
•Each department is required to reduce their
operating budget by 2%
•Can be M&O or personnel
•Required to explain in budget submission how
department will meet the 2% reduction
•Increases and supplemental requests will only
be considered after this requirement is met
ITEM 4: FY 2022-23 BUDGET
FY 2022-23 DEPARTMENT STRATEGY
2% required reduction
–Focus on M&O rather than personnel
–Already have modest underspending across the department
–Reduced open hours saves on costs of service like utilities
–Optimize use of funds from support organizations, donations
and endowments
ITEM 4: FY 2022-23 BUDGET
{city of
Carlsbad
FY 2022-23 DEPARTMENT STRATEGY
Supplemental Personnel Requests
•Position changes supporting organizational change
–Add’l Business systems staff
–Add’l Genealogy/Carlsbad History librarian
–Add’l Adult & Teen Services senior librarian
•Part-time to Full-time conversion requests
–PT recruiting & retention is challenging
–Succession planning –building tenured expertise at
more levels
ITEM 4: FY 2022-23 BUDGET
0000
{city of
Carlsbad
BUDGET TIMELINE
BUDGETS
SUBMITTED
TO CITY
BUDGET
TEAM BY
FEB 18
DEPT
BUDGET
REVIEW
WITH
FINANCE
MAR 10
PRESENT
DEPT
BUDGET TO
CITY MGR
APR 15
BUDGETS
FINALIZED.
PRESENTED TO
CITY COUNCIL
MAY 17
BUDGET
ADOPTED BY
CITY
COUNCIL
JUNE 7
ITEM 4: FY 2022-23 BUDGET
CONCURRENCE
FROM LBOT
APR 27
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{ City of
Carlsbad