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HomeMy WebLinkAbout2023-01-25; Library Board of Trustees; ; Fiscal Year 2023-24 Budget Policies and Timelines Jan. 25, 2023 ITEM 4 Page 1 of 1 Meeting Date: Jan. 25, 2023 To: Library Board of Trustees From: Fiona Everett, Senior Management Analyst Staff Contact: Fiona Everett, Senior Management Analyst fiona.everett@carlsbadca.gov, 442-339-2014 Subject: Fiscal Year 2023-24 Budget Policies and Timelines District: All Recommended Action Receive the FY 2023-24 budget policies and timelines report. Executive Summary/Discussion Staff will share the city’s FY 2023-24 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. LIBRARY BOARD OF TRUSTEES Staff Report FY 2023-24 Budget Priorities & Timelines Fiona Everett, Senior Management Analyst Library & Cultural Arts Department January 25, 2023 { City of Carlsbad TODAY’S PRESENTATION •City Council Strategic Plan •Budget Guiding Principles •Budget Challenges •Budget Directives •Department Strategy •Timeline ITEM 4: FY 2023-24 BUDGET { City of Carlsbad CITY COUNCIL STRATEGIC PLAN •Adopted on Oct. 11, 2022 •5-year vision for the city and develop goals around it •Strategic Plan themes and objectives guide prioritization of programs and projects within departments •The annual adopted budget is the work plan for implementation of the strategic plan ITEM 4: FY 2023-24 BUDGET ( City of Carlsbad BEING BRILLIANT AT THE BASICS •Community character •Economic vitality •Organizational excellence and fiscal health •Sustainability and the natural environment •Quality of life and safety ITEM 4: FY 2023-24 BUDGET ( City of Carlsbad LIBRARY IN THE STRATEGIC PLAN Community Character •Community participation in library programs & services •Develop, implement and promote programs that enhance wellness, socialization, inclusion and active living •Host special events to bring the community together •Maintain three library locations, open a total of 7,600 hours annually •Circulate over 800,000 library materials annually •Priority Project includes the Audio-visual upgrade/replacement for Schulman Auditorium and Cannon Gallery ITEM 4: FY 2023-24 BUDGET ( City of Carlsbad LIBRARY IN THE STRATEGIC PLAN Economic Vitality •Vibrant economy…support inclusive growth & diverse business •Partnerships with local and regional business support organizations Organizational Excellence & Fiscal Health •Realistic and fiscally sound annual city budget •Ongoing opportunities for community engagement •Oversee learning and development opportunities for staff as well as ensure completion of mandatory training •Deliver technology services to city users ITEM 4: FY 2023-24 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 2023-24 BUDGET { City of Carlsbad BUDGET CHALLENGES •Rising costs, inflationary environment •Risk of Recession •Aging Infrastructure •Pension Funding •Structural Deficit (lines crossing in FY26) •Service costs are outpacing revenues •Finding ways to maintain fiscal sustainability with slower revenue growth ITEM 4: FY 2023-24 BUDGET {city of Carlsbad 3% REDUCTION •Each department is required to reduce their operating budget by 3% •This reduction must be ongoing in nature •Goal is to help city adjust ongoing expenses to better match ongoing revenues over time •Explain how reduction will impact service levels •Cuts should be made in lower priority areas, not high priority programs ITEM 4: FY 2023-24 BUDGET FY 2023-24 DEPARTMENT STRATEGY 3% required reduction Options include: •Remaining closed on Sundays. Personnel budget tied to Sunday hours will be eliminated •Fewer patron computers •Examine and prioritize service areas to find savings •Optimize use of funds from support organizations, donations and endowments ITEM 4: FY 2023-24 BUDGET {city of Carlsbad BUDGET PROCESS BUDGETS SUBMITTED TO BUDGET TEAM BY FEBRUARY 10 FINANCE REVIEWS, MEETS AND WORKS WITH DEPARTMENTS MARCH 14 EACH DEPARTMENT MEETS WITH CITY MANAGER MARCH 20-31 BUDGETS FINALIZED AND PRESENTED TO CITY COUNCIL MAY 23 >>> >>> >>> { City of Carlsbad