City of San Ramon
Adopted Annual Budget and Program of Services
Fiscal Year 2007- 08
Elected Officials
H. Abram Wilson
Mayor
Scott Perkins
Vice Mayor
Dave Hudson
Councilmember
Jim Livingstone
Councilmember
Carol Rowley
Councilmember
Appointed Officials
City Manager
Herb Moniz
Byron D. Athan Patricia Edwards
City Attorney City Clerk
Department Heads
Finance Director Greg Rogers
Planning/ Community Development Director Phil Wong
Engineering Services Director Joye Fukuda
Parks & Community Services Director Jeff Eorio
Police Chief Scott Holder
Public Services Director Karen McNamara
Economic Development Director Marc Fontes
Human Resources Director Cheryl Mitchell Wade
City of San Ramon
Organization Chart
FY 2007- 2008
Citizens of San Ramon
San Ramon Mayor and City Council
City Attorney City Manager
City Clerk
Human
Resources
Finance
Department
Planning /
Community Development
Engineering
Services
Police
Services
Public
Services
Parks & Community
Services
Economic
Development
Boards, Commissions & Committees
Table of Contents
Budget Message ............................................................................................................ 1
Introduction
City Profile........................................................................................................... 12
History of the City of San Ramon........................................................................ 13
Mission Statement............................................................................................... 16
City Council Priorities & Goals ............................................................................ 17
Overview
Budget Principles ................................................................................................ 19
Guide to the Budget ............................................................................................ 20
Budget Summaries
City Statement of Revenue, Expenditures and Changes in
Fund Balance ............................................................................................ 22
City Revenue by Fund......................................................................................... 23
City Revenue by Source ..................................................................................... 24
City Expenditures by Fund .................................................................................. 25
City Expenditures by Department........................................................................ 26
City Expenditures by Category............................................................................ 27
General Fund Statement of Revenue, Expenditures and Changes in
Fund Balance ........................................................................................... 29
General Fund Revenue by Source...................................................................... 30
General Fund Expenditures by Department........................................................ 31
General Fund Expenditures by Category ............................................................ 32
Full Time Equivalents ( FTEs) by Department ..................................................... 33
Appropriation Limit Calculation............................................................................ 34
Revenue
Revenue Summary ............................................................................................. 35
Departments
General Government........................................................................................... 37
Human Resources ............................................................................................. 46
Finance Department............................................................................................ 51
Planning/ Community Development ..................................................................... 61
Engineering Services .......................................................................................... 70
Police Services.................................................................................................... 75
Public Services.................................................................................................... 80
Parks & Community Services.............................................................................. 88
Economic Development/ Redevelopment ........................................................... 94
Table of Contents
( continued)
Non- Departmental............................................................................................... 99
Special Funds
Funds Descriptions ........................................................................................... 102
Special Funds Statement of Revenue, Expenditures and Changes in
Fund Balance ......................................................................................... 103
Debt Service Funds Statement of Revenue, Expenditures and Changes in
Fund Balance ......................................................................................... 121
Debt Service Payment Schedule....................................................................... 126
Internal Service Funds Statement of Revenue, Expenditures and Changes in
Fund Balance ......................................................................................... 127
Capital Equipment List ...................................................................................... 134
Capital Improvement Program
CIP Overview .................................................................................................... 136
CIP Matrix ......................................................................................................... 137
Statement of Revenue, Expenditures and Changes in Fund Balance............... 139
Redevelopment Agency
RDA Officers ..................................................................................................... 140
RDA Overview and Workplan ........................................................................... 141
Statement of Revenue, Expenditures and Changes in Fund Balance............... 144
Debt Service Payment Schedule....................................................................... 150
Appendices
Glossary of Terms............................................................................................. 151
Acronyms.......................................................................................................... 157
List of Funds ..................................................................................................... 160
Authorized Personnel Positions ........................................................................ 161
Resolution No. 2007- 87 .................................................................................... 162
ECONOMIC OUTLOOK:
The local economy is expected to continue to show steady gains reflecting continued
population growth and a healthy local business environment. The budget was developed
with the expectation that the gradual local economic growth will continue during the
upcoming year. The Statewide economy has begun to slow down primarily as a result of a
slowdown in the residential housing markets. The City budget that has been prepared
assumes the State budget will continue to reflect the benign actions towards local agencies
as proposed by the Governor in January. Staff will continue to monitor the State budget
process and inform the Council of any impacts on the City from the State budget.
Offsetting the positive trends of the local economy has been a decline in the volume of
residential real estate transactions since the market peak several years ago. This is expected
to have a minor negative impact on the growth of revenues related to property sales activity.
In addition, continued budgetary deficit problems at the County level of government are
impacting the cost of services provided in San Ramon. Services that are funded by, or
provided by the County under contracts are all being affected by the County budget crunch.
As the County looks to solve its budget problems, service levels for our residents may be
impacted. The costs of service provided by contracts are being increased which diverts City
resources away from other services.
The City now has a population in excess of 58,000 and is continuing to expand services into
the newly annexed Dougherty Valley areas using a conservative and cost conscience
approach. This approach has allowed the City to continue to maintain a prudent financial
reserve.
At the local level, sales tax revenue is projected to continue to show modest growth during
the 2007- 2008 fiscal year. Growth in property tax revenue has been stable, reflecting the
impact of annexations in the Dougherty Valley area and reassessments of existing properties
following transfers of ownership. This trend is expected to continue in 2007- 2008.
RESOURCES FUNDING THE CITY BUDGET
Total Revenues - $ 74.5 Million
General
54.3%
RDA
12.0%
Special
13.8%
Capital
1.0%
Spec.
Dist.
18.9%
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The 2007- 2008 budget includes $ 74,452,951 of revenue, which provides the ongoing
funding that is available to provide City services. The manner in which a portion of the
City revenue may be spent is determined by law, or other fiscal constraints. As shown on
the graph, 54% of City revenue is general purpose and used to support police, public works,
recreation programs, community development and other general government. The
remaining 46% is revenue that is restricted for use for specific purposes such as
redevelopment, capital projects, services in special assessment districts, and internal services
such as equipment replacement.
EXPENDITURE BUDGET
The $ 78,392,770 expenditure budget is $ 9,460,275 ( 14.0%) more than the 2006- 2007
adopted budget largely reflecting increases in the operating budget for expansion of services
into the Dougherty Valley Area, an increase in internal services funding, and increases in
Redevelopment Agency funding. A separate, stand- alone Redevelopment Agency budget is
also provided in the back section of the document. General Fund, special revenue funds,
special districts, service funds and redevelopment funds finance the budget. The graph
below shows how the expenditure budget is broken out among major fund groups.
The $ 9.5 million increase in the expenditure budget reflects a $. 8 million decrease in the
capital budget, a $ 3.8 million increase in the General Fund, a $ 2.1 million increase in the
Redevelopment Agency, a $ 2.7 million increase in special services districts, and a $ 1.7
million increase in service funds.
Significant factors impacting expenditures include, increases in contracted maintenance
costs, new staff positions and provision for the expansion of services into the Dougherty
Valley area, labor cost increases, and increases in health insurance costs.
GENERAL FUND:
The expenditure budget for the General Fund is $ 38,275,468 million which is $ 2,779,420
( 7.8%) more than last year’s adjusted budget. As shown on the graph below, 22% is for
Public Services, 6% for Engineering Services, 24% for Police Services, 22% is for Parks and
Total Expenditures - $ 78.4 Million
General
49%
RDA
12%
Capital
10%
Service
10%
Spec.
Dist.
19%
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Community Services, 9% is for Planning/ Community Development, 1% is for Economic
Development, and 15% is for other General Government.
General Fund $ 38.3 Million Expenditure Budget by Department
* Other includes City Council, City Manager, Legal, Human Resources, Finance and Non- Departmental.
The budget reflects the costs of expanding services for the new Dougherty Valley joint use
facilities, salary funding for newly hired police officers and services that were previously
provided by the County contract, and inflationary costs for salaries, benefits, supplies and
services. As part of this year’s budget development strategy, departments were challenged
with providing funding for expanding services within a limited revenue environment. This
budget will provide for a high level of services within the financial resources available to the
City.
Table I
$ 38.3 Million General Fund Budget by Department
Department 2007- 08
Budget
2006- 07
Budget*
$
Difference
General Government
Human Resources
Finance Department
Planning/ Community Development
Economic Development/ Redevelopment
Police Services **
Public Services **
Engineering Services
Parks & Community Services
Non- Departmental
Total
$ 1,357,229
1,408,937
2,718,204
3,581,302
338,716
9,169,227
8,542,625
2,367,790
8,505,435
286,003
$ 38,275,468
$ 1,281,442
1,353,264
2,416,057
2,985,652
429,966
9,599,010
8,146,301
1,942,143
7,066,441
275,772
$ 35,496,048
$ 75,787
55,673
302,147
595,650
- 91,250
- 429,783
396,324
425,647
1,438,994
10,231
$ 2,779,420
.
* General Fund budget as adjusted at mid- year
** General Fund only not including amounts budgeted in the Dougherty Valley Fund
Planning
9.4%
Police
24.0%
Public
Svcs
22.2%
Eng
6.3%
Other*
15.1%
Econ Dev
0.8%
Parks &
CS
22.2%
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The General Fund budget is consistent with the budget information presented to the City
Council in the March 27, 2007 budget workshop, with the exception of certain items as
follows:
􀂃 Added additional start- up funding totaling $ 20,000 for the Dougherty Valley Theater.
􀂃 Removed one new Police Officer position $ 161,000.
􀂃 Removed a partially funded new planner position $ 70,000
􀂃 Reduced $ 30,000 of transportation allocation
􀂃 Increased the sales tax estimate by $ 210,000
􀂃 Removed cost of General Plan Update by $ 150,000.
􀂃 Added $ 37,000 to cover the cost of servicing and replacing equipment for the police
Mobile Data Terminals and CLETs systems which were formally maintained by the
County.
General Fund Revenue:
The revenue available to finance General Fund services consist primarily of taxes, service
fees and revenue from other governmental agencies. The $ 40.4 million of revenue by
source is shown in the graph below.
General Fund Revenue - $ 40.4 million
General Fund revenue is estimated to be $ 4.4 million ( 12%) above the previous year’s
budget reflecting continued growth in the local economy, increases in various fees and
charges and new revenues related to the opening of new facilities.
Prop Tax
36%
Sales Tax
24%
TOT
5%
Srv Chrg
14%
Other
14%
Franchise
7%
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Sales and property taxes make up approximately sixty- percent of General Fund revenue
sources. Property tax revenue has been consistently increasing during the past several years
reflecting both growth in the assessed values of existing property and annexation based
growth in Dougherty Valley. The increase in property taxes is estimated to continue in
2007- 2008. Property tax revenues also include vehicle license fee in lieu revenues which
are the result of the State eliminating most of the per capita VLF revenues and backfilling
those revenues with property taxes. Property taxes represent the largest revenue source for
the City.
Sales tax, the City’s second largest revenue source, is projected to continue to show
increases in the underlying base collections, following a steep decline at the beginning of the
decade. In 1999- 2000 sales tax revenue was $ 13.3 million. The estimate for 2007- 2008 is
$ 9.8 million, and is based on the assumption that the State will continue to fully backfill the
¼ % of local sales tax being used in the “ triple flip” maneuver to finance a $ 15 billion bond
sale.
Revenues from Vehicle License Fees ( VLF), which used to be allocated to the City on a per-capita
basis, is now backfilled by property taxes and is assumed to grow at the same rate as
assessed property values citywide. Although this revenue source is projected to grow, it is
not growing as quickly as it would have under the old per capita based formula which would
have given the City increased revenue as the Dougherty Valley area is annexed into the City.
Charges for services are estimated to increase 14% in 2007- 2008 primarily as a result of an
increase in fees and charges to more fully recover the costs of various City programs, the
opening of several new facilities, and significant increases in fees related to development of
the City Center project and the Northwest area of the City.
General Fund Reserves:
In February 2004, the City Council adopted a General Fund Reserve Policy. The policy
called for General Fund contingency reserves to be maintained at 50% of expenditures.
Amounts over the 50% reserve level are defined as operational reserves. The total General
Fund reserve balance is currently estimated to be $ 29.8 million for the beginning of the
2007- 2008 year. This is consistent with what was projected during the mid- year financial
review after adjusting for mid- year supplemental appropriations. The budget as proposed
has a balanced General Fund, and as a result the total reserve balance for the end of 2007-
2008 is estimated to be $ 29.8 million. This is sufficient to provide the 50% contingency
reserve of $ 19.1 million as called for in the policy, plus an operational reserve of $ 10.7
million.
NEW POLICE DEPARTMENT
The conversion of police services from a County contract to the direct employment of police
officers by the City as directed by the Council last year has had a significant impact on the
development of this year’s budget. The conversion process will be completed by July 1,
2007, with the entire Police staff employed directly by the City. The conversion has allowed
the City to save costs on officer retirement benefits, and allowed the savings to be used to
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add to the number of sworn personnel. The City began the 2006- 2007 budget year with 50
authorized sworn police personnel. This budget provides funding for 56 sworn police
personnel of which 3 were added as a mid- year budget adjustment in 2006- 2007 and 3 have
been included as new positions in this budget. The Police budget, which is funded by both
the General Fund and the Dougherty Valley Fund is $ 13.6 million which is $ 0.8 million
( 6%) more than the $ 12.9 million budget that was adopted in 2006- 2007. The 2007- 08
budget covers the cost of six additional sworn positions, and is increasing 6%, as compared
to the County Contract which would have increased over 8% before covering the cost of
new officers.
OPENING OF NEW JOINT USE PERFORMING ARTS THEATER AND
AQUATICS CENTER AT DOUGHERTY VALLEY HIGH SCHOOL
The joint use facilities at Dougherty Valley High School are projected to be opening in the
fall of 2007. This budget includes the costs of running these facilities for a partial year
along with a start- up year estimate of revenues. The Performing Arts Theater budget has
sufficient funds to support six different professional performance events, along with funds to
support rentals of the facility during dates when the Theater is not being used for the
professional performances, and for High School activities. The first year estimate of net
costs in excess of revenues for the theater is approximately $ 0.4 million. The Aquatics
facility budget is sufficient for a limited opening in the fall, with the pool being closed
during several of the coldest winter months. The initial estimated costs in excess of
revenues for the aquatics facility for the budget year are $ 0.4 million.
RETIREE HEALTH CARE FUNDING
Several years ago the City began setting aside funds for covering the future liability for
providing retiree health benefits. Government accounting rules have changed ( GASB 45)
and the City is now required to report on this liability. It is currently estimated that the City
will have approximately $ 4 million set aside in a trust fund to cover a significant portion of
this liability. The City is currently updating the actuary study which computes the liability.
This update is scheduled for completion by mid 2007. This budget continues the regular
collections that were started from the operating budget to fund both the existing out- of-pocket
costs of retiree health care, and to continue to build the fund balance to fully cover
the future liability for retiree health care. This year’s budget includes a provision for
$ 1,047,093 for retiree health care which represents 5.2% of budgeted salaries. This level of
health care cost funding is consistent with the actuarial study that was prepared by Milliman
Consultants and Actuaries several years ago, and may need to be adjusted in the future based
on the results of an updated study. In addition to the City’s liability for its own retiree’s
health coverage, there is also a liability for a portion of the Dublin Regional Fire Authority
( DRFA) retiree’s health coverage. The City share of this coverage is 42% of the future
premiums, amounting to approximately $ 55,684 in this budget year.
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EQUIPMENT REPLACEMENT CHARGES
This year’s budget includes the continued collection of equipment replacement charges to
replenish the Internal Service fund that is used to fund the replacement of City vehicles and
computer equipment. A total of $ 542,632 is being collected for vehicle replacement and
$ 219,812 for computer replacement in this budget. These funds, together with
approximately $ 1.8 million of beginning fund reserves are available to fund the $ 343,900 of
vehicles and $ 179,000 of computer equipment that is planned on being replaced during
2007- 2008. The continued funding of the equipment replacement fund helps make it
possible for City staff to have reliable equipment and vehicles to continue to provide an
efficient high level of service.
BUILDING MAINTENANCE FUND
A building maintenance fund was established to set- aside funds for future repair costs of
City owned buildings such as City Hall, Libraries, Community Centers, Service Centers, and
Senior Centers. As part of this budget a $ 0.3 General Fund amount has been budgeted to
add to the Building Maintenance fund. The estimated beginning year balance of the Fund is
$ 0.9 million, the budget identifies the use of $ 0.8 million of the fund for maintenance
projects, leaving an estimated year end balance in the fund of $ 0.4 million. The Public
Services Department has developed a multi- year facilities maintenance estimate that shows a
multi- million dollar need for funding in future years. An ongoing priority will be to
continue to identify additional funding for this purpose.
DOUGHERTY VALLEY
The Dougherty Valley Fund was created to track revenue and expenditures associated with
the services provided in the County Service Area. Per existing agreements with Contra
Costa County and the major developers in Dougherty Valley, the City is required to
separately budget for and track expenditures to provide services in the area covered in the
agreements. As the City proceeds with annexing land in the Dougherty Valley area, and
build- out continues, this area of the budget will continue to grow. The fund tracks
expenditures that are reimbursable under the agreements, including police patrols, park
maintenance, road maintenance, and landscaping services. The City is required to claim
reimbursement from the County for these expenses. This budget assumes that the City will
be reimbursed all eligible expenditures. The budgeted expenditures in this fund in 2007-
2008 are $ 9.8 million, which is $ 2.3 million more than was budgeted in the 2006- 2007 year.
This reflects the increase in annexed population in the area and new infrastructure to
maintain as follows:
• 5 new parks
• Joint use facilities at Dougherty Valley High School
• 67 new acres of landscaping
• 18.6 miles of new roadway
• 1,256 new street lights
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STAFFING LEVEL
The proposed staffing level for 2007- 2008 is 265 positions, which reflects the addition of
nine ( 9) positions. There are seven ( 7) authorized positions that are proposed to be
unfunded and unfilled during 2007- 2008 due to funding constraints. The budget includes
three ( 3) new police officer positions, four ( 4) new Public Services positions related to the
expansion of services into the Dougherty Valley area, one ( 1) new Inspector position in the
Planning/ Community Development Department, and one ( 1) new recreation position for the
Dougherty Valley Performing Arts Theater. The chart below shows that the changes in
authorized staffing levels over the past several years with increases need to provide for
expanding services in the Dougherty Valley area and the conversion of Police Services from
a County contract.
Total Authorized Positions
FUTURE OUTLOOK:
For the second year in a row the City budget has been prepared with reasonable certainty
about how the State budget will impact the City. Although the State continues to have a
budget deficit, it is considerably smaller than the past several years, and it is unlikely that
the State will be looking to raid local government revenues this budget year. The longer
term outlook for the State budget is not as positive as the short- term outlook and the City
will continue to be at risk in future years from State revenue raids until such time as the
State permanently solves its structural budget problem.
The financial problems at the County level of government continue to be of concern this
year, as Contra Costa County is struggling with a budget deficit and unfunded retiree benefit
liabilities. This budget year some of that risk has been mitigated with the City’s reduction of
contracted services by directly hiring police officers. The City continues to be exposed to
the County financial condition in several areas such as police dispatch services, animal
control services and library services. The County is continuing to extract cost savings out of
all of its operations, including areas where contract services are provided. This has meant
increases in the police dispatch services contract, a surcharge on the animal control contract,
240 256 265
0
50
100
150
200
250
300
2005- 06 2006- 07 2007- 08
- 9 -
and continued limited County provided funding for the County library system. Until the
County gains firmer financial footing County provided services will continue to be at risk of
service level reductions.
Fortunately the City Council has been proactive in planning for an uncertain financial future
by:
􀂃 Establishing and maintaining a 50% General Fund contingency reserve policy
􀂃 Maintaining reserves to cover previously unfunded liabilities for retiree health care,
compensated absences, equipment replacement, and building maintenance
􀂃 Maintaining an internal service fund with beginning reserves to more carefully manage
and track health care costs
􀂃 Converting the police services contract to City hired officers to help insure that the
community is getting efficient quality and affordable service
􀂃 Development of a balanced General Fund budget that preserves current reserve levels
􀂃 Increasing fees and charges to more fully recover the cost of City services
These actions help to preserve the financial health of the City of San Ramon and to provide
the flexibility to make up for revenue shortfalls as rising costs of providing services put
strain on City resources.
The City faces a number of additional challenges as we look forward to next year and
beyond.
􀂃 As has been the case for several years, the growth in Dougherty Valley will continue to
require additional resources to provide the full array of City services. Some of those
services such as landscaping will be paid for by the special assessment in Dougherty
Valley. Other services, such as staffing new recreation programs, require General Fund
support.
􀂃 The City will need to continue to work to improve revenue sources in order to maintain
the current high level of service for our community. This means that Economic
Development in such areas as attracting and retaining tax generating businesses will
continue to be a major component of future City efforts.
􀂃 The City is now in the implementation phase of the City Center Project which will
involve considerable effort by City staff in the next several years
􀂃 The new Police Department is scheduled to debut in July. The challenges in establishing
this department will continue into the future as initial systems and procedures will be re-evaluated
to ensure the department has the most effective programs possible.
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CITY PROFILE
Government
Incorporated July 1, 1983
Charter City
Council/ Manager form of government
Mayor and Four City Councilmembers elected at- large
256 Full- time employees
Demographics
13.87 square miles
58,023 population ( January 1, 2007 State Finance Department)
36.5 years median age
$ 95,856 median household income
28,724 registered voters
Ethnic Composition
Asian.................................... 14%
African American.................. 2%
Hispanic/ Latino..................... 7%
White.................................... 77%
Businesses ( Major employers and # of employees)
AT& T............................................ 6200
Chevron USA Inc.......................... 4600
San Ramon Regional Medical........ 850
Irwin Home Equity .......................... 518
IBM Corporation.............................. 455
Audatex .......................................... 420
Target............................................. 350
Primed Management Consulting.... 348
Old Republic..................................... 300
Marriott ............................................. 250
Home Depot ..................................... 211
Whole Foods .................................... 200
AIG Claim Services .......................... 153
Club Sport ........................................ 150
Comcast........................................... 130
Community Service Facilities
25 Parks 2 Police Stations
2 Community Centers 4 Fire Stations
1 Senior Center 2 Libraries
14 Schools/ Parks 1 Service Center
2 Aquatic Centers 11 Elementary Schools
1 Performing Arts Theater 3 Middle Schools
2 High Schools
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HISTORY OF THE CITY OF SAN RAMON
A Community Begins
Today San Ramon is a dynamic young city, one of California's outstanding urban
villages. It has a variety of homes, parks and stores and a major employment center ---
all in a setting of remarkable beauty.
It was once home to the Seunen Indians, Ohlone/ Costanoans who lived adjacent to the
valley creeks. After 1797 it was Mission San Jose grazing land; later it included Jose
Maria Amador's 16,000 plus acre Rancho San Ramon.
San Ramon Creek was named after an Indian vaquero, Ramon, who tended mission
sheep here. In an 1855 land title case, Don Amador explained that " San" was added to
the creek's name to conform to Spanish custom.
American settlers first came to San Ramon in 1850 when Leo and Mary Jane Norris
purchased 4,450 acres of land from Amador. Other early landowners were William
Lynch, James Dougherty, and Major Samuel Russell. In 1852 Joel and Minerva Harlan
bought land from Norris and built a house on what became the Alameda- Contra Costa
County line in 1853.
San Ramon Store and Post Office
Many of San Ramon's founding families are remembered today because their names
grace various canyons, hills and streets. Some of these pioneers were Norris, Lynch,
Harlan, McCamley, Crow, Bollinger, Meese, Glass, and Wiedemann. Both the Harlan
home ( 1858) at 19251 San Ramon Valley Blvd. and the Wiedemann home ( 1865) near
Norris Canyon still stand in their original locations. The Glass House ( 1877) has been
moved to Forest Home Farms.
- 14 -
A Village Develops
San Ramon had several names in the nineteenth century. It was called Brevensville
( for blacksmith Eli Breven), Lynchville ( for William Lynch) and Limerick ( for the many
Irish settlers). The first village developed at the intersection of today's Deerfield Road
and San Ramon Valley Blvd. In 1873 when a permanent post office was finally
established, it was called San Ramon.
During the 1860s the village became a hub of community activity. In 1864 a stage line
established by Brown and Co. ran from San Ramon through the valley to Oakland. A
church was dedicated in 1860, the general store was built in 1863 and students left their
home- based classrooms to attend the San Ramon Grammar School beginning in 1867.
Saloons, a jail, Chinese wash houses and blacksmith shops lined County Road No. 2
( later San Ramon Valley Blvd.).
Locomotive turnaround and engine house, 1913
With the arrival of the San Ramon Branch Line of the Southern Pacific in 1891, other
changes took place. The name " San Ramon" permanently replaced references to
" Limerick." Crops and passengers could travel in and out of the area, no matter what
the weather. Until 1909 San Ramon was the terminus for the line and boasted a two-story
depot, the engine house and a turnaround for the locomotive.
In 1895 attorney Thomas Bishop acquired 3,000
acres of Norris land ( after a divorce case in
which Bishop's law firm represented Margaret
Norris). The Bishop Ranch raised cattle and
sheep and was planted to hay, grain, diversified
fruit crops and walnuts. Bishop Shropshire
purebred sheep earned numerous awards.
Label from the original Bishop Ranch Orchards
- 15 -
The Ranch was partially irrigated from an underground aquifer and at one point possessed the
world's largest single orchard of Bartlett pears.
The San Ramon Community Hall became the community's center early in 1911, drawing farm
and ranch families to dances, school programs and plays. It was still standing in 1960.
Residents belonged to several community groups over the years, including the Danville Grange
No. 85, Odd Fellows, SRV Farm Bureau Women, Rebeccas, Ramona Club, and Mother's Club.
Modern San Ramon
As with the entire Tri- Valley, agriculture was the basis for San Ramon economy until suburban
development began. In 1966 the new Interstate 680 freeway was completed through San
Ramon to Dublin. For years a sign " San Ramon Population 100" accurately reflected the
number of people in the area, with the whole San Ramon Valley having just over 2,000 people
for many decades.
The designation " San Ramon Village" first appeared in the 1970 census with a count of 4,084
people, part of a San Ramon Valley population of 25,899. Developers Ken Volk and Bob
McClain built the first San Ramon suburban homes close to the county line. A special district,
the Valley Community Services district ( VCSD) provided the water, parks, sewer, fire protection
and garbage collection for the new homes.
In 1970 Western Electric purchased 1,733 acres of the Bishop Ranch and proposed a " new
town" complete with a variety of housing, green belts, stores and light industry, placed in the
center of San Ramon. Eventually part of the land became new homes and, in 1978, 585 acres
became today's Bishop Ranch Business Park, a premier modern office development.
Before San Ramon incorporated, homeowners groups such as the South San Ramon
Homeowners and the Homeowners Association of Twin Creeks represented residents' interests
before the county. They joined service clubs and others in providing a local voice as
developments replaced orchards.
In 1983 San Ramon voters decided overwhelmingly to incorporate as a separate city and took
control over development, police, parks and other services. A new library, community center,
parks and hospital testify to the energy which the new city displayed. No longer a quiet outskirt
of the Bay Area, San Ramon looks to the future and values its past.
Produced by the Museum of the San Ramon Valley, 205 Railroad Ave., Danville 94562 ( 925) 837- 3750,
www. museumsrv. org. More historical information is available at the museum
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MISSION STATEMENT
We provide efficient delivery
of quality public services
that are essential to those who
live, visit and work in San Ramon.
City of San Ramon
CITY COUNCIL PRIORITIES AND GOALS
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City Council Priorities and Goals represent the areas of emphasis the Council
will focus on for the upcoming year. The City Council provides the direction to
the City Manager and his staff through these priorities and goals, which are
highlighted and represented in each department’s programs and activities. City
Council Priorities and Goals identify where and how public funds will be
expended.
Priorities and Goals
FY 2007- 08
Priority # 1 – Promote and Build Positive Employee Relations
• Evaluate and adopt appropriate changes to the City’s Pay
for Performance as a result of the Classification and Salary
Study recommendations to ensure equitable salaries and
benefits to all employees
• Adopt updated Personnel Rules and Regulations
Priority # 2 – Maintain a Secure Financial Base
• Continue efforts to retain and attract new businesses
• Continue to implement policies to strengthen the City’s
financial condition through a thorough review and analysis
of the Five- Year Revenue and Expenditure Forecast
• Maintain adequate financial reserves
• Complete the City Center planning process
• Support the City’s Economic Development Strategic Plan
recommendations
• Identify alternative funding sources
Priority # 3 – Maintain a Safe and Secure Environment
• Support Emergency Planning and Preparedness efforts
within the City of San Ramon, coordinated with the San
Ramon Valley Fire Protection District and the sub- regional
Tri- Valley Planning Program
• Ensure the City’s Police Department maintains a safe and
secure environment for those that live and work in San
Ramon
City of San Ramon
CITY COUNCIL PRIORITIES AND GOALS
- 18 -
Priority # 4 – Build and Maintain Quality Facilities and Infrastructure
• Continue to enhance the City’s image
• Protect the City’s fixed assets
• Preserve the natural beauty of San Ramon
• Maintain thoroughfares, streets and sidewalks and continue
to refine and upgrade the City’s Pavement Management
Program
• Maintain manicured streetscapes, parks, creeks, trails and
pathways
Priority # 5 – Improve Coordination of City Services
• Implement cost effective programs and services
• Utilize and support volunteers
• Continue to use the CRM System and other service level
measurement criteria
• Create public and private partnerships
• Continue to use City Newsletter to communicate with
residents and businesses
Priority # 6 – Create Partnerships with Other Public Agencies
• Participate on sub- regional, regional and Statewide
committees and task forces
• Schedule regular liaison meetings with local government
agencies ( San Ramon Valley Unified School District, San
Ramon Valley Fire Protection District, EBMUD, DSRSD,
Town of Danville, Contra Costa County, etc.)
City of San Ramon
BUDGET PRINCIPLES
- 19 -
The budget is the City Council’s primary decision and policy- making tool.
• Budget information should be understandable to the public despite the
complexities of accounting and legal requirements.
• Labor costs must reflect productive labor costs and all associated fringe benefits
from existing contracts, as well as management forecasts for the future for those
individuals working on particular projects and programs.
• Expenses should reflect changes in operations, market conditions and forecast
rate changes, not just a cost of living escalation.
• The difference between one time or non- recurring costs and on- going and
recurring costs should be acknowledged.
• Revenue should reflect those projected to be generated from existing
businesses, from plans for expansion under existing laws, not desired changes.
• Reserves should be maintained at appropriate levels as established by policy.
Using these principles we attempt to present a realistic forecast of both revenue and
expenses that offer a relative picture of the coming fiscal year and future years
regardless of whether a deficit or surplus is forecast.
Neither optimistic assumptions as to new grants nor pessimistic forecasts of new
revenue losses are reflected. Forecast expenditures only identify authorized service
expansions and consensus growth assumptions.
It is hoped that the budget offers a valid base to measure the performance of City
departments against their best plans, as well as the various funds against the policies
and direction provided by the City Council.
City of San Ramon
GUIDE TO THE BUDGET
- 20 -
This budget document is for Fiscal Year 2007- 2008. It is organized into nine parts: ( 1)
Introduction, ( 2) Overview, ( 3) Budget Summaries, ( 4) Revenue, ( 5) Departments, ( 6)
Special Funds, ( 7) Capital Improvement Program, ( 8) Redevelopment Agency, and ( 9)
Appendices. In particular, the guide provides an overview of the structure of the budget,
the sections contained in it, and the major objectives of each section. The guide also
provides an overview of how the financial information contained in the budget document is
organized, and how expenditures for personnel services, supplies and services, and other
expenditure categories are accumulated into the various levels reported in the budget
document. This guide also reviews how programs or activities are summarized at the next
higher organizational level. Charts showing the various reporting relationships are included
for the reader's review and reference.
Organization of the Budget Document
The budget document contains several elements designed to enhance the reader's
knowledge and understanding of the spending plan represented by the budget.
Budget Message — The primary goal of the Budget Message is to communicate to the
reader the major issues facing the City of San Ramon and how those issues impact the
City's financial plan. The Budget Message accomplishes this task by outlining the City's
fiscal status and summarizing the actions being recommended to the City Council to meet
the legal requirements for a balanced budget. It describes program impacts and
modifications; and addresses the City's financial outlook.
Citywide Organization Chart — The hierarchy of City government.
Introductory Section
City Profile — San Ramon's demographics are presented in this section, as well as
an introduction to the services provided by and the characteristics of the City.
History of the City of San Ramon — Provides a story of how San Ramon began
and where we are today.
Mission Statement — Adopted by the City Council in 1997 and exemplifies our
daily goal to provide quality customer service.
City Council Priorities and Goals — Established by the City Council in 2006.
Overview
Budget Principles – Guideline to establishing a budget.
Guide to the Budget — This section provides a type of " map" of the budget, briefly
describing the major sections that make up the budget.
City of San Ramon
GUIDE TO THE BUDGET
- 21 -
Budget Summaries
Included in this section are total City revenue and total City spending, as well as summaries
of all budgets by fund.
Revenue
Included in this section are the sources of revenue received by the City and description.
Departments
This section provides detailed information for each City department, including an
organization chart, overall staffing, Mission Statement, Significant Accomplishments for FY
2006- 07, Major Action Plan Items for FY 2007- 08, and Department budgets for FY 2007- 08.
Other Special Funds
Special Revenue — This section explains the use of funds, which have been
created in accordance with the requirements of State and Federal statutes and can
be used only for specific purposes.
Debt Service — This section provides detail on the accumulation of resources and
the payment of, principal and interest on the City's bonds, Certificate of Participation
( COP) and other long- term obligations.
Internal Service – This section includes equipment replacement and insurance and
benefit liability and investment management.
Capital Improvement Program
This section of the budget contains a summarized version of the adopted Capital
Improvement Projects ( CIP). The CIP is a plan and schedule of expenditures for major
infrastructure improvement of roads, sidewalks, City facilities, etc.
Redevelopment Agency
This section explains the use of Redevelopment funds, which have been created in
accordance with the requirements of State and Federal statutes and can be used only for
Redevelopment project.
Appendices
Glossary of Terms
Acronyms
List of Funds
Authorized Positions
Other Special Debt Capital Internal San Ramon
General Operating Revenue Service Project Service Redevelopment
Description Fund Funds Funds Funds Funds Funds Agency Total
Fund Balance, July 1, 2007 $ 2 9,750,160 $ 3 ,488,377 $ 13,078,819 $ 172,393 $ 8,791,970 $ 4,944,628 $ 6,417,700 $ 66,644,047
REVENUE
Property Tax $ 1 4,181,284 $ 6,188,082 $ 20,369,366
Special Assessments 5 ,595,824 5,595,824
Sales and Use Tax 9 ,810,472 9,810,472
Property Transfer Tax 7 24,200 724,200
Transient Occupancy Taxes ( TOT) 1 ,876,160 1,876,160
Franchise Fees 2 ,894,425 2,894,425
Licenses and Permits 1 ,350,180 1,350,180
Motor Vehicle License Fee ( MVLF) 3 53,600 353,600
Intergovernmental 3 22,301 8 ,306,885 1,753,901 450,000 75,368 10,908,455
Charges for Services 5 ,769,887 5,769,887
Fines and Fortfeitures 4 91,200 491,200
Investment Income 7 00,000 28,679 - 4 2,000 316,000 77,889 155,000 1,319,568
Development Fees 2 8,850 133,717 2,349,730 2,512,297
Sale of Surplus Property - -
Use of Bond Proceeds 2,548,790 2,548,790
Miscellaneous Revenue 1 ,868,465 34,116 - 5,985,946 40,000 7,928,527
Total Revenues 4 0,371,024 1 4,099,221 4,103,631 4 2,000 766,000 6,139,203 8,931,872 74,452,951
EXPENDITURES
General Government 1 ,357,229 1,357,229
Human Resources 1 ,408,937 1,408,937
Finance 2 ,718,204 43,389 2,761,593
Planning/ Community Services 3 ,581,302 572,856 4,154,158
Police Services 9 ,209,227 4 ,464,913 13,674,140
Engineering Services 2 ,367,790 842,673 3,210,463
Public Services 8 ,542,625 8 ,944,780 17,487,405
Parks & Community Services 8 ,505,435 8,505,435
Economic/ Redevelopment 3 38,716 2,843,467 3,182,183
Non- Departmental 2 86,003 286,003
Debt Service 1,818,969 5,355,311 7,174,280
Capital Improvement Program ( CIP) 7,956,992 1,525,291 9,482,283
Vehicle/ IS Replacement 522,900 522,900
Insurance 522,525 522,525
Healthcare 4,703,236 4,703,236
Total Expenditures 3 8,315,468 1 4,825,222 - 1,818,969 7,956,992 5,792,050 9,724,069 78,432,770
OTHER FINANCING SOURCES ( USES)
Operating Transfers In 3 ,597,689 2 ,001,493 1,818,969 7,506,992 355,684 10,878,602 26,159,429
Operating Transfers Out ( 5,686,671) ( 965,164) ( 7,166,592) ( 316,000) ( 816,400) ( 11,317,313) ( 26,268,140)
Total Other Financing Sources ( 2,088,982) 1 ,036,329 ( 7,166,592) 1,818,969 7,190,992 ( 460,716) ( 438,711) ( 108,711)
Net Increase ( Decrease) in Fund Balance ($ 33,426) $ 310,328 ($ 3,062,961) $ 42,000 $ 0 ($ 113,563) ($ 1,230,908) ($ 4,088,530)
FUND BALANCE:
Fund Balance, June 30, 2008 $ 29,716,734 $ 3,798,705 $ 10,015,858 $ 214,393 $ 8,791,970 $ 4,831,065 $ 5,186,792 $ 62,555,517
CITY OF SAN RAMON
STATEMENT OF REVENUE, EXPENDITURES AND CHANGES IN FUND BALANCE
- 22 -
05/ 06 06/ 07 % 07/ 08 %
Fund Fund Description Actual Final Change Adopted Change
101 General Fund $ 39,958,676 $ 39,578,940 - 0.95% $ 43,968,713 11.09%
205- 225 Development Mitigation 323,024 89,316 - 72.35% 19,932 - 77.68%
230 Gas Tax 1,113,537 1,034,075 - 7.14% 1,066,801 3.16%
240 Park Development 1,179,476 960,000 - 18.61% 345,238 - 64.04%
241 Henry Ranch Park Development 80,842 - 100.00% 0.00%
245 Crow Canyon Project 594,893 - 100.00% 0.00%
250 SCCJEPA 6,596,191 2,922,011 - 55.70% 1,935,592 - 33.76%
260 Street Maintenance & Improvement 743,188 1,084,381 45.91% 687,100 - 36.64%
270 Traffic Improvement 1,165,696 144,650 - 87.59% 34,600 - 76.08%
280 Tri- Valley Transportation Fund 23,808 59,552 150.13% 14,368 - 75.87%
301 Citywide Landscaping 964,476 1,082,962 12.29% 1,360,603 25.64%
302 Citywide Lighting 512,627 549,482 7.19% 660,597 20.22%
310- 375 Landscaping & Lighting Special Dist. 1,269,281 1,356,182 6.85% 1,514,154 11.65%
380 Canyon Park 29,187 27,039 - 7.36% 27,983 3.49%
382 Village Center Common Area 0.00% 106,638 0.00%
383 Dougherty Valley 5,023,457 7,493,011 49.16% 9,819,665 31.05%
385 GHAD 756,578 930,462 22.98% 1,035,728 11.31%
387 Non Point Drainage 1,030,727 941,765 - 8.63% 972,490 3.26%
388 Street Smarts 65,387 35,000 - 46.47% 65,000 85.71%
389 TDM Programs 351,484 565,682 60.94% 537,856 - 4.92%
390 Local Law Enforcement Block Grant 233 - - 100.00% - 0.00%
391 Police Services Donations 9,687 - - 100.00% - 0.00%
395 Low & Moderate Income Housing 2,386,203 1,368,353 - 42.66% 1,590,533 16.24%
396 Project Participation 771,855 - 100.00% 0.00%
410 RDA Administration 6,589,010 7,654,115 16.16% 9,206,339 20.28%
412 RDA Capital Projects 1,393,079 1,785,186 28.15% 1,585,291 - 11.20%
420 Capital Projects 12,697,819 6,122,582 - 51.78% 8,272,992 35.12%
539- 541 Debt Service Funds 1,828,669 1,846,209 0.96% 1,860,969 0.80%
595- 596 RDA Debt Service 4,859,634 4,803,331 - 1.16% 7,428,311 54.65%
610- 630 Internal Service 3,455,289 5,085,232 47.17% 6,494,887 27.72%
Total Expenditures $ 95,774,013 $ 87,519,518 - 52.26% $ 100,612,380 5.05%
* Includes Transfers In
City Revenue by Fund*
Total $ 100,612,380 FY 2007- 08
General Fund
43.7%
Internal Service
Funds
6.5%
Special Revenue
Funds
20.1%
CIP Fund
8.2%
RDA Funds
19.7%
Debt Service Funds
1.8%
- 23 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Revenue Source Actual Actual Actual Final Adopted
Property Tax $ 12,100,511 $ 15,366,081 $ 16,848,979 $ 18,158,433 $ 20,369,366
Special Assessments 4,702,539 3,952,965 4,120,349 4,271,306 5,057,968
Sales & Use Tax 7,930,474 8,838,140 8,519,497 9,000,000 9,810,472
Property Transfer Tax 684,603 888,973 1,088,557 734,400 724,200
Transient Occupancy Tax ( TOT) 1,497,744 1,673,075 1,796,136 1,788,220 1,876,160
Franchise Fees 1,822,788 2,482,431 2,953,202 2,458,550 2,894,425
Licenses & Permits* 903,976 1,089,540 1,319,273 1,172,845 1,352,180
Motor Vehicle License Fees ( MVLF) 2,072,853 1,246,096 303,327 453,440 353,600
Intergovernmental 2,307,446 4,898,306 8,782,882 10,655,759 11,339,673
Charges for Services 3,342,586 3,778,252 4,731,119 5,034,987 5,769,887
Fines & Forfeitures* 390,746 454,290 485,682 475,650 491,200
Investment Income* 580,228 1,370,737 1,754,465 1,244,076 1,319,568
Development Fees* 5,659,443 831,174 7,250,148 4,153,379 2,510,297
Sale of Surplus Property* 825,870
Use of Bond Proceeds - - 530,000 1,475,186 2,548,790
Miscellaneous Revenue* 1,366,171 9,486,492 3,088,417 5,329,691 8,035,165
Total Revenue Before Transfers $ 45,362,108 $ 56,356,552 $ 64,397,903 $ 66,405,922 $ 74,452,951
Transfers In $ 25,903,533 $ 17,316,805 $ 31,376,110 $ 21,113,596 $ 26,159,429
Total Revenue Including Transfers $ 71,265,641 $ 73,673,357 $ 95,774,013 $ 87,519,518 $ 100,612,380
* Included as other revenue
City Revenue by Source
Total $ 100,612,380 FY 2007- 08
Intergovernment
11.3%
TOT
1.9%
MVLF
0.4%
Property Transfer Tax
0.7%
Sales Tax
9.8%
Special Assessments
5.0%
Charges for Services
5.7%
Misc & Other Revenue
16.2%
Transfers
26.0%
Property Tax
20.2%
- 24 -
05/ 06 06/ 07 % 07/ 08 %
Fund Fund Description Actual Final Change Adopted Change
101 General Fund $ 35,538,032 $ 42,058,473 18.35% $ 44,002,139 4.62%
205- 225 Development Mitigation 423,341 75,980 - 82.05% 407,989 436.97%
230 Gas Tax 1,100,852 1,300,454 18.13% 1,259,039 - 3.18%
240 Park Development 695,039 267,006 - 61.58% 618,184 131.52%
250 SCCJEPA 5,967,417 374,309 - 93.73% 4,003,282 969.51%
260 Street Maintenance & Improvement 1,451,661 1,318,205 - 9.19% 687,100 - 47.88%
270 Traffic Improvement 2,370,190 596,654 - 74.83% 190,998 - 67.99%
280 Tri- Valley Transportation Fund - - 0.00% - 0.00%
301 Citywide Landscaping 964,478 1,176,962 22.03% 1,200,257 1.98%
302 Citywide Lighting 512,628 579,482 13.04% 606,062 4.59%
310- 375 Landscaping & Lighting Special Dist. 1,108,227 1,550,591 39.92% 1,610,345 3.85%
380 Canyon Park 18,168 39,747 118.77% 33,697 - 15.22%
382 Village Center Common Area - 0.00% 54,595 0.00%
383 Dougherty Valley 5,131,540 7,629,490 48.68% 9,819,665 28.71%
385 GHAD 248,122 1,071,552 331.86% 552,986 - 48.39%
387 Non Point Drainage 890,592 1,390,381 56.12% 1,339,923 - 3.63%
388 Street Smarts 45,022 35,000 - 22.26% 35,000 0.00%
389 TDM Programs 386,708 639,053 65.25% 537,856 - 15.84%
392 Narcotic Asset Forfeiture 17,439 - - 100.00% - 0.00%
395 Low & Moderate Income Housing 1,240,492 1,959,950 58.00% 2,774,441 41.56%
397 Project Participation 25,000 - - 100.00% - 0.00%
410 RDA Administration/ Projects 8,671,507 8,110,529 - 6.47% 9,206,339 13.51%
412 RDA Capital Projects 339,517 1,707,185 402.83% 1,525,291 - 10.65%
420 Capital Projects 6,730,301 10,039,727 49.17% 8,272,992 - 17.60%
539- 541 Debt Service Funds 1,822,490 1,817,709 - 0.26% 1,818,969 0.07%
595- 596 RDA Debt Service 4,739,081 5,052,332 6.61% 7,535,311 49.15%
610- 630 Internal Service 5,030,512 4,408,757 - 12.36% 6,608,450 49.89%
Total Expenditures $ 85,468,356 $ 93,199,528 25.54% $ 104,700,910 22.50%
* Includes Transfers Out
City Expenditures by Fund *
Total $ 104,700,910 FY 2007- 08
Internal Service
6.3%
Debt Service Funds
1.7%
CIP Fund
7.9%
Special Revenue Funds
21.9%
RDA Funds
20.1%
General Fund
42.0%
- 25 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
General Government $ 1,306,827 $ 1,092,074 $ 1,279,029 $ 1,281,442 $ 1,357,229
Human Resources 1,130,307 962,102 1,068,827 1,353,264 1,408,937
Finance 2,200,109 1,956,519 2,147,998 2,444,633 2,761,593
Planning/ Community Development 2,013,376 2,345,804 2,599,080 3,659,705 4,154,158
Police Services 7,488,081 8,675,067 10,507,493 13,344,956 13,674,140
Engineering Services 2,183,984 2,243,103 2,290,778 3,117,227 3,210,463
Public Services 9,694,786 10,753,646 11,606,932 15,322,105 17,487,405
Parks & Community Services 4,844,394 5,048,041 5,992,324 7,066,441 8,505,435
Economic/ Redevelopment 2,991,499 2,227,415 2,491,281 4,072,928 3,182,183
Non- Departmental 206,358 1,257,877 5,021,527 4,372,278 6,034,664
Total Expenditures $ 34,059,721 $ 36,561,648 $ 45,005,269 $ 56,034,979 $ 61,776,207
* Excludes Transfers, CIP & Debt Service
City Expenditures by Department *
Total $ 61,776,207 FY 2007- 08
Econ/ RDA
5.7%
Planning
7.5%
Police
24.5%
Engineering
5.8%
Finance
5.0%
Human Resources
2.5%
General Government
2.4%
Parks & Community
Services
15.3%
Public Services
31.4%
- 26 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Personnel Services $ 15,163,510 $ 17,111,018 $ 19,202,045 $ 23,450,412 $ 35,551,434
Contract Services 14,745,796 15,701,344 21,307,804 26,230,922 20,267,368
Material & Supplies 1,166,266 1,358,606 1,534,843 2,208,577 2,459,266
Other Costs 4,150,147 3,219,384 2,103,103 3,213,292 2,872,239
Capital Outlay 895,584 242,808 857,474 931,776 625,900
Capital Improvement Program ( CIP) 4,064,832 6,503,194 4,525,438 11,430,912 9,482,283
Debt Service 4,386,784 12,494,687 4,561,571 4,620,041 7,174,280
Total Expenditures Before Transfers $ 44,572,919 $ 56,631,041 $ 54,092,278 $ 72,085,932 $ 78,432,770
Transfers Out $ 25,903,532 $ 17,316,803 $ 31,376,108 $ 21,113,596 $ 26,268,140
Total Expenditures Including Transfers $ 70,476,451 $ 73,947,844 $ 85,468,386 $ 93,199,528 $ 104,700,910
City Expenditures by Category
Total $ 104,700,910 FY 2007- 08
Debt Service
6.9%
Transfers Out
25.1%
Personnel Services
34.0%
Contract Services
19.4%
Material & Supplies
2.3%
CIP
9.1%
Capital Outlay
0.6%
Other
2.7%
- 27 -
City of San Ramon
GENERAL FUND
- 28 -
The General Fund is the most versatile of all the City’s funds because it has no specific
legal restrictions as to its use. General Fund revenue includes property taxes, sales and
use taxes, licenses and permits, franchise fees, charges for services, transient occupancy
taxes, motor vehicle license fees, investment income and, various miscellaneous revenue.
The General Fund revenue is primarily used to support public safety, parks and other
administrative services.
02/ 03 03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Audited Audited Audited Audited Amended Adopted
Description Actual Actual Actual Actual Budget Budget
Fund Balance, July 1 * $ 3 3,383,011 $ 28,474,575 $ 22,112,559 $ 26,220,669 $ 3 0,644,312 $ 29,750,160
REVENUE
Property Tax $ 6,860,195 $ 7,298,417 $ 10,279,625 $ 11,508,092 $ 1 2,672,151 $ 14,181,284
Sales and Use Tax 7,798,202 8,541,966 8,838,140 8 ,519,497 9 ,000,000 9,810,472
Property Transfer Tax 456,932 684,603 888,973 1 ,088,557 734,400 724,200
Transient Occupancy Taxes ( TOT) 1,595,508 1,497,744 1,673,075 1 ,796,136 1 ,788,220 1,876,160
Franchise Fees 1,456,157 1,822,788 2,482,431 2 ,953,202 2 ,458,550 2,894,425
Licenses and Permits 792,698 903,976 1,089,540 1 ,319,273 1 ,172,845 1,350,180
Motor Vehicle License Fee ( MVLF) 2,772,350 2,072,853 1,246,096 3 03,327 453,440 353,600
Intergovernmental 849,801 827,090 325,836 3 93,092 306,007 322,301
Charges for Services 2,792,547 3,342,586 3,778,252 4 ,731,119 5 ,034,987 5,769,887
Fines and Fortfeitures 452,187 390,746 436,972 4 85,682 475,650 491,200
Investment Income 1,724,956 27,263 496,369 6 76,448 600,000 700,000
Development Fees 31,981 27,946 27,503 4 0,449 28,850 28,850
Sale of Surplus Property 8 25,870
Miscellaneous Revenue 1,103,718 969,193 1,236,119 1 ,607,863 1 ,265,678 1,868,465
Total Revenues 2 8,687,232 28,407,171 32,798,931 36,248,607 3 5,990,778 40,371,024
EXPENDITURES
General Government 1,953,521 1,306,827 1,092,074 1 ,279,029 1 ,281,442 1,357,229
Human Resources 1,116,860 1,130,307 962,102 1 ,068,827 1 ,353,264 1,408,937
Finance 2,580,576 2,200,109 1,921,487 2 ,110,274 2 ,416,057 2,718,204
Planning/ Community Development 2,721,909 2,013,376 2,067,197 2 ,212,322 2 ,985,652 3,581,302
Police Services 7,146,953 7,042,020 7,213,611 7 ,645,945 9 ,599,010 9,209,227
Engineering Services 1,721,987 1,765,563 1,744,147 1 ,721,782 1 ,942,143 2,367,790
Public Services 4,677,471 6,549,938 7,011,864 7 ,067,780 8 ,146,301 8,542,625
Parks & Community Services 4,909,669 4,844,394 5,048,041 5 ,992,324 7 ,066,441 8,505,435
Economic/ Redevelopment - 390,279 323,828 3 46,713 429,966 338,716
Non- Departmental 32,038 29,609 456,421 1 64,285 275,772 286,003
Capital Improvement Program ( CIP) 2,477,384 - - - -
Total Expenditures 2 9,338,368 27,272,422 27,840,772 29,609,281 3 5,496,048 38,315,468
OTHER FINANCING SOURCES ( USES)
Operating Transfers In 891,831 1,566,691 3,360,407 3 ,710,069 3 ,588,162 3,597,689
Operating Transfers Out ( 5,149,113) ( 9,063,456) ( 4,210,456) ( 5,928,751) ( 6,562,425) ( 5,686,671)
Total Other Financing Sources ( 4,257,282) ( 7,496,765) ( 850,049) ( 2,218,682) ( 2,974,263) ( 2,088,982)
Net Increase ( Decrease) in Fund Balance ($ 4,908,436) ($ 6,362,016) $ 4,108,110 $ 4,423,643 ($ 2,479,533) ($ 33,426)
FUND BALANCE:
Fund Balance, June 30 $ 2 8,474,575 $ 22,112,559 $ 26,220,669 $ 30,644,312 $ 28,164,779 $ 29,716,734
Reserve as 50% of Expenditures 19,157,734
GENERAL FUND
REVENUE - EXPENDITURE - FUND BALANCE
- 29 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Revenue Source Actual Actual Actual Final Adopted
Property Tax $ 7,298,417 $ 10,279,625 $ 11,508,092 $ 12,672,151 $ 14,181,284
Sales Tax 7,930,474 8,838,140 8,519,497 9,000,000 9,810,472
Property Transfer Tax 6 84,603 888,973 1,088,557 734,400 7 24,200
Transient Occupancy Tax ( TOT) 1,497,744 1,673,075 1,796,136 1,788,220 1,876,160
Franchise Fees 1,822,788 2,482,431 2,953,202 2,458,550 2,894,425
Licenses & Permits* 9 03,976 1,089,540 1,319,273 1,172,845 1,350,180
Motor Vehicle License Fees ( MVLF) 2,072,853 1,246,096 303,327 453,440 3 53,600
Intergovernmental 8 27,090 325,836 393,092 306,007 3 22,301
Charges For Services 3,342,586 3,778,252 4,731,119 5,034,987 5,769,887
Fines & Forfeitures* 3 90,746 436,972 485,682 475,650 4 91,200
Investment Income* 2 7,263 496,369 676,448 600,000 7 00,000
Development Fees* 2 7,946 27,503 40,449 28,850 2 8,850
Sale of Surplus Property* 825,870 - -
Miscellaneous Revenue* 9 69,193 1,236,119 1,607,863 1,265,678 1,868,465
Transfers In 1,566,691 3,360,407 3,710,069 3,588,162 3,597,689
Total Revenue $ 29,362,370 $ 36,159,338 $ 39,958,676 $ 39,578,940 $ 43,968,713
* Included as other revenue
General Fund Revenue by Source
Total $ 43,968,713 FY 2007- 08
Property Transfer
Tax
1.6%
Franchise Fees
6.6%
TOT
4.3%
Sales Tax
22.3%
MVLF
0.8%
Property Tax
32.3%
Intergovernment
0.7%
Transfers In
Other Revenue 8.2%
10.1%
Charges for Services
13.1%
- 30 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
General Government $ 1 ,306,827 $ 1 ,092,074 $ 1 ,279,029 $ 1 ,281,442 $ 1 ,357,229
Human Resources 1 ,130,307 9 62,102 1 ,068,827 1 ,353,264 1 ,408,937
Finance 2 ,200,109 1 ,921,487 2 ,110,274 2 ,416,057 2 ,718,204
Planning/ Community Development 2 ,013,376 2 ,067,197 2 ,212,322 2 ,985,652 3 ,581,302
Police 7 ,042,020 7 ,213,611 7 ,645,945 9 ,599,010 9 ,209,227
Engineering Services 1 ,765,563 1 ,744,147 1 ,721,782 1 ,942,143 2 ,367,790
Public Services 6 ,549,938 7 ,011,864 7 ,067,780 8 ,146,301 8 ,542,625
Parks & Community Services 4 ,844,394 5 ,048,041 5 ,992,324 7 ,066,441 8 ,505,435
Economic/ Redevelopment 3 90,279 3 23,828 3 46,713 4 29,966 3 38,716
Non- Departmental 2 9,609 4 56,421 1 64,285 2 75,772 2 86,003
Total Expenditures $ 2 7,272,422 $ 2 7,840,772 $ 2 9,609,281 $ 3 5,496,048 $ 3 8,315,468
General Fund Expenditures by Department
Total $ 38,315,468 FY 2007- 08
Non- Departmental
Econ/ RDA 0.7%
0.9%
Planning
9.3%
Police
Engineering 24.0%
6.2%
Finance
7.1%
Human Resources
3.7%
General Government
3.5%
Parks & Community
Services
22.2%
Public Services
22.3%
- 31 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Personnel Services $ 1 3,960,924 $ 1 4,506,408 $ 1 5,500,897 $ 1 8,440,583 $ 2 6,505,783
Contract Services 1 1,155,791 1 1,160,967 1 1,386,635 1 3,213,027 7 ,864,219
Material & Supplies 1 ,066,885 1 ,176,259 1 ,207,886 1 ,652,216 1 ,765,988
Other Costs 1 ,088,822 9 97,138 1 ,513,863 1 ,943,217 2 ,140,474
Capital Outlay - - - 2 47,005 3 9,004
Capital Improvement Program ( CIP) - - - - -
Total Expenditures Before Transfers $ 2 7,272,422 $ 2 7,840,772 $ 2 9,609,281 $ 3 5,496,048 $ 3 8,315,468
Debt Service Transfer Out 1 ,815,198 1 ,641,377 1 ,597,843 1 ,667,709 1 ,668,969
Other Transfers Out 7 ,248,258 2 ,569,077 4 ,330,908 4 ,894,716 4 ,017,702
Total Expenditures Including Transfers $ 3 6,335,878 $ 3 2,051,226 $ 3 5,538,032 $ 4 2,058,473 $ 4 4,002,139
General Fund Expenditures by Category
Total $ 44,002,139 FY 2007- 08
Transfers Out
12.9%
Personnel Services
60.2%
Contract Services
17.9%
Material & Supplies
4.0%
Other Costs
4.9%
- 32 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Department Actual Actual Actual Final Adopted
General Government 6.50 5.50 5.00 7.00 7.00
Human Resources 5.00 3.00 3.00 4.00 4.00
Finance 13.00 14.00 14.00 16.00 16.00
Planning/ Community Development 23.50 24.50 23.50 23.50 24.50
Police Services 55.50 59.50 64.50 71.50 74.50
Engineering Services 24.00 23.00 23.00 24.00 24.00
Public Services 67.60 67.60 70.10 72.60 76.60
Parks and Community Services 28.60 28.60 33.60 33.60 34.60
Economic/ Redevelopment 2.50 2.50 3.00 4.00 4.00
Total FTE Personnel 226.20 228.20 239.70 256.20 265.20
Full Time Equivalents ( FTE) By Department
226 228 240
256 265
0
50
100
150
200
250
300
2003- 04 2004- 05 2005- 06 2006- 07 2007- 08
- 33 -
A. FY 2006- 07 APPROPRIATIONS LIMIT $ 4 3,095,546
B. ADJUSTMENT FACTORS
1. City Population Growth 1.0271
2. California Per Capita Income 1.0442
Total Adjustment % 1.0725
C. ANNUAL ADJUSTMENT 3 ,124,333
D. OTHER ADJUSTMENTS 0
E. TOTAL ADJUSTMENTS 3 ,124,333
F. FY 2007- 08 APPROPRIATIONS LIMIT $ 4 6,219,879
A. PROCEEDS OF TAXES:
Property Tax $ 14,181,284
Sales & Use Tax 9 ,810,472
Property Transfer Tax 7 24,200
Transient Occupancy Tax 1 ,876,160
Motor Vehicle In Lieu 3 53,600
Off- Highway Vehicles 1 ,400
Interest Earned on Proceeds of Taxes 4 67,240.59
$ 27,414,357
B. EXCLUSIONS:
Debt Service 1 ,668,969
Qualified Capital Outlays -
1 ,668,969
C. APPROPRIATIONS SUBJECT TO LIMITATION 2 5,745,388
D. CURRENT YEAR LIMIT 4 6,219,879
E. OVER ( UNDER) LIMIT $ ( 20,474,492)
CITY OF SAN RAMON APPROPRIATION LIMIT CALCULATION
FISCAL YEAR 2007- 08 APPROPRIATIONS LIMIT
FY 2007- 08 APPROPRIATIONS SUBJECT TO LIMITATION
- 34 -
City of San Ramon
REVENUE
- 35 -
This revenue is the primary source of monies, which allows the City to pay for the many
services provided to its citizens:
• Property Tax – Property taxes are imposed on real and tangible personal property
located within the City. Property valuation is determined annually on March 1 by the
county assessor. The State Constitution limits the real property tax rate to 1 % of the
property’s value, plus rates imposed to fund indebtedness approved by the voters.
Cities, counties, school districts and special districts share the revenue from the one
percent property tax. The county generally allocates revenue to these agencies based
on their average property tax revenue in the three years preceding and in each year
thereafter according to the proportion of property tax revenue allocated to each agency
in the previous year. The use of property tax revenue is unrestricted.
• Sales and Use Tax - The sales and use tax is imposed on retailers for the privilege of
selling at retail, or on users in California of property purchased outside of the State.
The tax is based on the sales price of any taxable transaction of tangible personal
property. Countywide, the tax rate is generally 8.25 %.
Local sales tax revenue is distributed on a quarterly basis, with monthly estimated
“ advance” payments and a subsequent “ settlement” payment to cover the difference
based on actual collections. One percent is allocated by the State Board of
Equalization and allocated back to the City for general purposes. This revenue is
placed in the General Fund for unrestricted use. The State takes ¼ of 1% to finance it’s
debt recovery bonds and returns the same amount as Property Tax revenue using a
mechanism called the “ triple flip”.
• Property Transfer Tax – Is a documentary transfer tax imposed on real estate
transactions and collected for the City by the County. The tax is $ 1.10 per $ 1,000
transaction value.
• Transient Occupancy Tax – The transient occupancy tax ( TOT) is imposed for the
privilege of occupying a room or rooms in a hotel, motel, or other lodging facility unless
such occupancy is for a period of thirty ( 30) days or more. The City’s TOT rate is
7.25%.
• Motor Vehicle License Fee ( MVLF) – A special license fee related to the market value
of motor vehicles is imposed annually by the State in lieu of local property taxes.
Originally motor vehicles were counted in the assessment of property taxes, but for
ease of administration and conformity, the State now collects these fees through the in-lieu
tax. Revenue derived from the motor vehicle license fees are apportioned monthly
and distributed near the 10th of each month. Section 11005( a) specifies that 81.25% of
the revenue is to be divided equally between cities and counties and apportioned on the
basis of population. The State reduced this tax in 2004 and backfills the amount lost by
local agencies by a property tax distribution.
City of San Ramon
REVENUE
- 36 -
• License and Permit Revenue – The California Constitution gives cities the authority to
charge license and permit fees as a means of recovering the cost of regulation. The
fees which make up “ License and Permits” include:
• Building permits
• Plumbing permits
• Electrical permits
• Energy permits
• Mechanical permits
• Business license
• Franchise Fees – A franchise fee is imposed on various utilities and organizations,
which permits them to use and operate those facilities within the City. The fee is usually
computed as a percentage of the gross income of the utility. This revenue source is
typically impacted by the addition of new customers as well as changes in rates the
utility is allowed to charge.
• Charges for Services - A service charge is a fee imposed upon the user of a service
provided by the City. Generally a service charge can be levied when the service can be
measured and sold to a particular identified user. The rationale is that certain services
are primarily for the benefit of individuals rather than the general public. Individuals
desiring or benefiting from the service should pay the costs associated with that service.
Fees charged are limited to the cost required to provide the service as prescribed by
Article XIIIB of the State Constitution. These fees are often determined by cities
through a cost accounting analysis of the specific service.
Service charges differ from license and permit fees in that the latter are designed to
reimburse the City for costs related to the regulatory process. Service charges, on the
other hand, are imposed to support services to individuals.
• Investment Income – Interest income is earned as the City invests its idle funds in
various investment instruments. The goal of the City regarding investments is to ensure
the safety of each investment and maintain liquidity while achieving a fair rate of return.
• Special Assessments – Several districts are funded through the collection of special
assessments from property owners within the City. The funds can be used only for the
purpose of maintaining or improving the zone from which they are collected.
• Development Fees – Fees generated by building, development and growth in a
community.
GENERAL
GOVERNMENT
City Hall
MISSION STATEMENT
We provide efficient delivery of quality public services that are essential to those who live,
visit and work in San Ramon.
- Document Management
- Legislative History
- Passport Services
City of San Ramon
General Government
FY 2007- 2008
City Council
City Manager
City Clerk
City Attorney
City of San Ramon
GENERAL GOVERNMENT OVERVIEW
- 37 -
CITY COUNCIL
Statement of Purpose
The City Council is elected by the citizens to provide overall policy direction to ensure
that the business of the City is conducted in an orderly and efficient manner. The City
Council enacts ordinances, resolutions and orders necessary for governing the affairs of
the City, and promotes the economic, cultural and governmental well being of the City of
San Ramon.
Goals and Policies
FY 2006- 07
• Promote and build positive employee relations
• Maintain a secure financial base
• Maintain a safe and secure environment
• Build and maintain quality facilities and infrastructure
• Improve coordination of City services
• Create partnerships with other public agencies
Major Action Plan Items
FY 2007- 2008
• Continue efforts to implement Economic Development Strategic Plan
• Continue to implement sound policies to strengthen the City’s financial condition
• Initiate analysis of City’s General Fund Reserve Policy
Budget Notes
FY 2007- 2008
• None
City of San Ramon
GENERAL GOVERNMENT OVERVIEW
- 38 -
CITY MANAGER
Statement of Purpose
The City Manager provides professional leadership in the management of the City and
execution of City Council policies. The City Manager provides effective municipal
services through the coordination and direction of all City activities, finances and
personnel.
Significant Accomplishments
FY 2006- 2007
• Submitted Fiscal Year 2007- 2008 Annual Operating Budget and CIP to the City
Council
• Ensured that staff had adequate training
• Continued efforts to develop a City Center project
• Completed analysis of comparison between contract police services vs. in- house
police department
• Evaluated effectiveness of new Public Services and Engineering Services
departments
• Implemented Phase II of Emergency Planning and Preparedness effort – Tri-
Valley program and incorporation of San Ramon Valley Unified School District
and business community into local Emergency Operations Center ( EOC)
• Implemented the classification and wage analysis recommendations
• Monitored effectiveness of the Dougherty Valley CSA Reimbursement
Agreement with Contra Costa County
• Finalized Crow Canyon Specific Plan and Zoning Ordinance updates
• Monitored effectiveness of Economic Development Strategic Plan
implementation
• Continued to improve labor relations Citywide
Major Action Plan Items
FY 2007- 2008
• Update City Pay for Performance plan
• Submit Fiscal Year 2008- 2009 Annual Operating Budget and CIP to the City
Council
• Ensure that staff has adequate training
• Complete EIR for City Center project
• Implement City of San Ramon Police Department
City of San Ramon
GENERAL GOVERNMENT OVERVIEW
- 39 -
Budget Notes
FY 2007- 2008
• Salary and benefit costs
• No new positions
City of San Ramon
GENERAL GOVERNMENT OVERVIEW
- 40 -
CITY ATTORNEY
Statement of Purpose
The City Attorney renders timely, professional legal advice to the City Council and
City departments; prepares, amends and reviews official City documents, laws and
regulations, and represents the City in litigation, including civil, worker’s
compensation and City Council matters.
Significant Accomplishments
FY 2006- 2007
• Provided timely legal counsel and services to City Council, City Commissions,
City Committees and City staff
Major Action Plan Items
FY 2007- 2008
• Continue to provide timely legal counsel and services to City Council, City
Commissions, City Committees and City staff
Budget Notes
FY 2007- 2008
• None
City of San Ramon
GENERAL GOVERNMENT OVERVIEW
- 41 -
CITY CLERK
Statement of Purpose
The City Clerk is the custodian of all legal and official City records. This office
organizes and publishes City Council and Redevelopment Agency agendas and is the
recording Clerk for all City Council meetings. Other responsibilities include conducting
municipal elections, processing public records requests, administering Conflict of
Interest requirements, maintaining City records ( appeals, public hearings, Notices of
Completion, deeds, grant deeds, bid openings) and legislative history, and processing
passport applications.
Significant Accomplishments
FY 2006- 2007
• Conducted training for the City’s Committees and Commissions
• Maintained City Council minutes, ordinances and resolutions
• Made City Council and Redevelopment Agency agendas and staff reports available
to the public via the City’s website
• Recruited for all City Boards, Commissions and Committees; maintained rosters
• Maintained the City Clerk and City Council web pages
• Developed annual budget and monitored expenses
• Streamlined passport telephone hotline options
• Provided passport application services to the community
• Updated City Hall tour format and conducted City Hall tours for elementary students
and scouts
• Participated in Citizen’s Request Management ( CRM) system
Major Action Plan Items
FY 2007- 2008
• Coordinate the November 2007 election
• Promote voter registration via City web page, City Newsletter, City events and
school essay contest
• Conduct City Council candidate orientation
• Extend Records Retention Program to all City departments
• Continue to improve the content of the City’s website for City Council,
Redevelopment Agency and City Clerk web pages
• Maintain City Council minutes, ordinances and resolutions
• Administer Passport Acceptance Program
• Conduct cost recovery analysis of the Passport Acceptance Program
City of San Ramon
GENERAL GOVERNMENT OVERVIEW
- 42 -
Budget Notes
FY 2007- 2008
• Election costs
• Salary and benefit costs
• No new positions
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Authorized Positions Actual Actual Actual Final Adopted
Assistant City Manager 1.00 0.00 0.00 0.00 0.00
City Attorney 0.00 0.00 0.00 1.00 1.00
City Clerk 1.00 1.00 1.00 1.00 1.00
City Manager 1.00 1.00 1.00 1.00 1.00
Deputy City Clerk 0.00 1.00 1.00 1.00 1.00
Executive Assistant 2.00 1.00 1.00 1.00 1.00
Office Specialist 0.00 0.00 0.00 1.00 1.00
Office Technician I/ II 1.50 1.50 1.00 1.00 1.00
Total Authorized Positions 6.50 5.50 5.00 7.00 7.00
CITY OF SAN RAMON
SUMMARY OF DEPARMENTAL BUDGET
GENERAL GOVERNMENT
- 43 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
City Council $ 1 52,063 $ 142,601 $ 162,423 $ 200,457 $ 239,538
City Clerk 2 91,998 322,528 370,016 393,920 573,758
City Attorney 3 35,170 188,226 207,731 310,086 221,499
City Manager 5 27,596 438,719 538,859 376,979 322,434
Department Total $ 1 ,306,827 $ 1 ,092,074 $ 1 ,279,029 $ 1 ,281,442 $ 1 ,357,229
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Personnel Services $ 7 09,604 $ 7 16,257 $ 7 68,215 $ 9 89,686 $ 9 58,362
Contract Services 4 96,781 2 98,538 4 02,534 1 71,129 2 61,025
Materials and Supplies 1 1,649 1 6,709 3 3,048 2 6,230 2 8,339
Other Costs 8 8,793 6 0,570 7 5,232 9 4,397 1 09,503
Total Expenditures $ 1 ,306,827 $ 1 ,092,074 $ 1 ,279,029 $ 1 ,281,442 $ 1 ,357,229
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Total Department Revenue $ 1 03,340 $ 8 0,335 $ 8 9,230 $ 8 9,400 $ 9 3,500
Expenditure Summary By Category
Revenue Summary
CITY OF SAN RAMON
SUMMARY OF DEPARMENTAL BUDGET
GENERAL GOVERNMENT
Expenditure Summary By Division
- 44 -
Program Program Net Program
Description Expenditures Revenue Cost
City Council $ 2 39,538 $ 2 39,538
City Clerk Administration 3 55,013 8 7,900 2 67,113
Election/ Voter Outreach 1 78,194 5 ,600 1 72,594
Legislative History 4 0,551 4 0,551
City Attorney 2 21,499 2 21,499
City Management 3 22,434 3 22,434
Program Totals $ 1 ,357,229 $ 9 3,500 $ 1 ,263,729
CITY OF SAN RAMON
SUMMARY OF DEPARMENTAL BUDGET
GENERAL GOVERNMENT
Program Summary
- 45 -
HUMAN
RESOURCES
Bridges Fountain at West Branch
- Claims Administration
- Human Resources Management
- Labor Relations
- Organizational Development
- Public Information
- Recruitment
- Risk Management
- Training
- Wage & Benefits
City of San Ramon
Human Resources
FY 2007- 2008
Human Resources
Programs
Risk Management
Programs
Public Information
Programs
City of San Ramon
HUMAN RESOURCES OVERVIEW
- 46 -
Statement of Purpose
The Human Resources Department provides the City with quality personnel
services in the following areas: recruitment, classification and compensation,
training, labor relations, performance evaluations, organizational development, and
employee benefits and services.
Significant Accomplishments
FY 2006- 2007
• Completed the Classification Review and Compensation Salary Survey
• Drafted an update of the Personnel Rules and Regulations
• Executed a four- year Memorandum of Understanding ( MOU) with SEIU– Local
1021
• Produced four ( 4) quarterly City Report newsletters and distributed to all
households
• Coordinated open enrollment health plan meetings for all employees and
processed enrollments
• Conducted Performance Evaluation training for Parks & Community Services
staff
• Coordinated/ sponsored training sessions on: Stress Management; RN First- Call
Work Place Injury Program; ICMA/ Social Security Retirement Planning and
ICMA Health Savings Account
• Conducted recruitments for twenty- three ( 23) employee positions, including
Police Department Captain and Lieutenants positions
Major Action Plan Items
FY 2007- 2008
• Finalize Personnel Rules and Regulations, incorporating new Police
Department policies and schedule employee training sessions
• Modify Performance Evaluation form
• Issue City Report newsletter on a quarterly schedule
• Coordinate and sponsor mandatory training sessions on Family Medical Leave
( FMLA), Supervision & Discipline, Sexual Harassment and ERMA Risk
Management
• Update/ revise/ or create various City policies as needed
• Provide “ group training” to newly hired Police Officers and line staff regarding
City medical benefits, personnel rules, regulations and policies
• Coordinate/ oversee the Keenan – Benefits Bridge process for employee online
access to health plan activities/ services
• Conduct a salary survey of comparable cities to ensure San Ramon salaries
remain competitive in the 75th percentile
City of San Ramon
HUMAN RESOURCES OVERVIEW
- 47 -
Budget Notes
FY 2007- 2008
• Salary and benefit costs
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Authorized Positions Actual Actual Actual Final Adopted
Administrative Analyst 0.00 0.00 0.00 1.00 1.00
Administrative Coordinator 0.00 1.00 1.00 1.00 1.00
Division Manager 1.00 0.00 0.00 0.00 0.00
Human Resources Director 1.00 1.00 1.00 1.00 1.00
Office Specialist 1.00 0.00 0.00 0.00 0.00
Office Technician I/ II 1.00 0.00 0.00 0.00 0.00
Program Manager 0.00 1.00 1.00 1.00 1.00
Total Authorized Positions 4.00 3.00 3.00 4.00 4.00
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
HUMAN RESOURCES
- 48 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Human Resources $ 1 ,130,307 $ 9 62,102 $ 1 ,068,827 $ 1 ,353,264 $ 1 ,408,937
Department Total $ 1 ,130,307 $ 9 62,102 $ 1 ,068,827 $ 1 ,353,264 $ 1 ,408,937
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Personnel Services $ 2 58,822 $ 3 66,901 $ 4 11,476 $ 4 83,643 $ 5 95,218
Contract Services 5 0,899 3 0,143 6 8,287 1 16,400 5 9,100
Materials and Supplies 5 ,341 5 ,475 3 2,807 4 5,250 4 5,250
Other Costs 8 15,245 5 59,583 5 56,257 7 07,971 7 09,369
Total Expenditures $ 1 ,130,307 $ 9 62,102 $ 1 ,068,827 $ 1 ,353,264 $ 1 ,408,937
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Total Department Revenue $ 6 8,082 $ 1 15,180 $ 7 5,022 $ 2 54,112 $ 2 54,112
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
HUMAN RESOURCES
Expenditure Summary By Division
Expenditure Summary By Category
Revenue Summary
- 49 -
Program Program Net Program
Description Expenditures Revenue Cost
Human Resource Administration $ 2 89,285 $ 2 89,285
Labor Relations 6 4,666 6 4,666
Organizational Development 1 35,450 1 35,450
Recruitment 8 2,469 8 2,469
Risk Management/ Safety 6 90,946 2 54,112 4 36,834
Wages & Benefits 1 46,121 1 46,121
Program Totals $ 1 ,408,937 $ 2 54,112 $ 1 ,154,825
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
HUMAN RESOURCES
Program Summary
- 50 -
FINANCE
DEPARTMENT
Spring in San Ramon Central Park
- Accounts Payable
- Accounts Receivable
- Budget
- Business License
- Debt Management
- Financial Planning
- Financial Reporting
- Payroll
- Treasury Management
- Budget
- Contract Administration
- Purchasing
- Telecommunications
- Ergonomics
- Safety
- Mail/ Fax Operations
- Photocopying & Printing
- Technology Development
and Administration
- Website Development
and Administration
- Network Administration
- CRM
- Network Security
- Database Development and
Administration
City of San Ramon
Finance Department
FY 2007- 2008
Finance Division
Division Manager
Information Technology Division
Division Manager
Central Services Division
Division Manager
City of San Ramon
FINANCE DEPARTMENT OVERVIEW
- 51 -
FINANCE DIVISION
Statement of Purpose
The Finance Department/ Division acts to ensure that the City maintain its financial
stability, by monitoring the City's investment portfolio, calculating revenue, preparing
and maintaining financial records and the City’s payroll, responding to audits, and
preparing the Annual City Manager’s Operating Budget for the City Council.
Significant Accomplishments
FY 2006- 2007
• Provided management oversight for the annual audit process
• Coordinated the development of the 2007- 2008 Operating Budget
• Prepared an updated Five- Year Financial Projection and Mid- Year Financial
Review
• Prepared the Comprehensive Annual Financial Report ( CAFR)
• Submitted the Comprehensive Financial Report to the Government Finance
Officer’s Association ( GFOA) for the Certificate of Achievement for Excellence in
Financial Reporting
• Prepared timely quarterly payroll tax reports
• Prepared and distributed annual W- 2’ s, 1099’ s and Earnings and Benefit
Statements
• Coordinated the issuance of $ 55 million in Redevelopment bonds
• Implemented purchase requisition email notification and new purchase order
format through DMS
• Continued to refine the equipment replacement funding structure
• Implemented PERS EPMC
• Assisted Human Resources with updating employee benefit records in HTE
• Provided treasury management for the Tri- Valley Transportation Council ( TVTC)
• Managed healthcare funding structure
• Submitted an RFP for banking services
• Completed the GASB34 retro- infrastructure reporting
• Implemented new GASB44 Statistical Section
• Completed an actuarial study for Other Post Employment Benefits ( OPEB) a
GASB45 requirement
City of San Ramon
FINANCE DEPARTMENT OVERVIEW
- 52 -
Major Action Plan Items
FY 2007- 2008
• Oversee the annual audit process
• Coordinate the development of the 2008- 2009 Operating Budget
• Prepare an updated Five- Year Financial Projection and Mid- Year Financial
Review
• Prepare the Comprehensive Annual Financial Report ( CAFR)
• Submit the CAFR to the Government Finance Officer’s Association ( GFOA)
• Prepare timely quarterly payroll tax reports
• Prepare and distribute annual W2’ s, 1099’ s and Employee Earnings and Benefit
Statements
• Process new sworn Police Department payroll and benefits
Budget Notes
FY 2007- 2008
• Salary and benefit costs
• Support for new Police Department
City of San Ramon
FINANCE DEPARTMENT OVERVIEW
- 53 -
INFORMATION TECHNOLOGY
DIVISION
Statement of Purpose
The Information Technology Division is responsible for short- range and long- range
strategic planning for the City’s technology and data network. This involves all
aspects of design- build- management of information systems including the
procurement, replacement and troubleshooting of computer hardware and software.
The Division maintains the City’s public website, internal intranet, financial,
planning, building permit, Integrated Voice Response ( IVR), and Citizen Request
Management ( CRM) systems. The Division is responsible for helpdesk and
database administration as well as overall network security and intrusion protection.
The Division supports all City departments.
Significant Accomplishments
FY 2006- 2007
• Added T1 data link to San Ramon Valley Fire Protection District ( SRVFPD)
offices to support one- stop permit center at City Hall, plus supplement
Emergency Operation Center ( EOC) and GIS data sharing
• Added Wi- Fi hotspots to Dougherty Station Community Center and Engineering
Department at 3180 Crow Canyon Place
• Installed new time keeping information system ( Echelon)
• Replaced dated firewall and VPN concentrator with new Cisco Adaptive Security
Appliance ( ASA) providing improved performance, URL web filtering and
outgoing SPAM control and email privacy disclaimer
• Replaced SPAM filtering gateway with Symantec ( BrightMail) appliance resulting
in a significant reduction in incoming unsolicited, unwanted email
• Installation and management of new Blackberry Enterprise Server ( BES) and
deployed devices to staff
• Installed new Network Operations Console ( NOC) to more accurately monitor,
analyze and inventory the City LAN/ WAN data network
• Replaced obsolete IVR system for the Building & Safety Division
• Coordinated data networking requirements for new Dougherty Valley High
School campus
• Managed, secured and maintained the City’s entire data network and
infrastructure, computer workstations and peripherals, CRM and HTE mission-critical
applications, City website and intranet
• Maintained greater than 99% network availability and zero delinquent CRM
requests for computer support
City of San Ramon
FINANCE DEPARTMENT OVERVIEW
- 54 -
• Supported technology needs in move of Police Services staff to 3180 Crow
Canyon Place; provide secure data link to law enforcement network
Major Action Plan Items
FY 2007- 2008
• Manage, secure and maintain the City’s entire data network and infrastructure,
computer workstations and peripherals, CRM and HTE mission- critical
applications, and City website and intranet
• Oversee and manage City computer equipment replacement fund
• Complete installation of network and information systems at the new Dougherty
Valley High School campus
• Replace enterprise tape backup system at City Hall
• Expand private Wi- Fi network to other City facilities and introduce guest access
• Replace dated Cisco1600 routers at Senior, Aquatic, Service and Community
Centers
Budget Notes
FY 2007- 2008
• Salary and benefit costs
City of San Ramon
FINANCE DEPARTMENT OVERVIEW
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CENTRAL SERVICES DIVISION
Statement of Purpose
The Central Services Division provides support to all City staff and is responsible for
the City’s procurement services and contract administration; telecommunications
systems including cellular phones/ radios, pagers, the City’s telephone system and
non- system landlines; the Employee Safety Committee; CAL- Card processing and
audits; mail processing of internal and external mail including UPS and Fed- Ex;
printing of City standard letterhead, business cards and other general use printed
matter; photocopy equipment including procurement and management oversight of
maintenance and lease agreements; ergonomic evaluations; document
transmission equipment; furniture and office equipment placement; City leased
spaces; vending services; and staff relocation projects.
Significant Accomplishments
FY 2006- 2007
• Coordinated the production of the FY 2007- 08 Annual Budget and City’s
organization charts
• Updated the City’s Fee Resolution for FY 2007- 08
• Continued to evaluate purchasing and contract administration and keep staff
apprised of updates
• Continued to monitor and maintain efficiency of City’s telephone system for all
facilities at greater than 99% service
• Continued to provide management support to the Employee Safety Committee
• Updated the City’s Injury and Illness Prevention Plan
• Established an Employee Safety Award Recognition Program
• Revised and updated Emergency Evacuation Maps for every City facility
• Represented the City on the Municipal Pooling Authority ( MPA) Loss Control
Advisory Committee
• Submitted Loss Control Credit Application to MPA and received $ 2000 award for
achieving Phase II program compliance
• Continued to provide CAL- Card audit reporting and monitoring change in limit
authorizations
• Researched lease option and replaced aged color copier at City Hall
• Researched and procured replacement for aged color/ duplex printer at City Hall
• Revised and updated CAL- Card Policy
• Updated City Purchasing Policy and Contract Administration Handbook
• Revised and updated the City Cellular Telephone, Radio and Pager Policy
• Hired and trained two ( 2) new office staff; one ( 1) Office Specialist and one ( 1)
Office Technician II ( 2/ 3 of staff)
City of San Ramon
FINANCE DEPARTMENT OVERVIEW
- 56 -
• Facilitated phone and office equipment procurement and placement for Police
Services staff relocation to 3180 Crow Canyon Place suites
• Coordinated telephone system and phone landline requirements for new
Dougherty Valley High School campus
• Evaluated cellular phone use requirements and issued Blackberry’s to the
management team and City officials for easy access to City calendar and email
• Provided management oversight for all City contracts including ensuring
required documentation validation and insurance provisions for 125 new City
issued contracts ($ 22,766,747); 75 contract amendments ($ 150,000); and 485
Parks and Community Services instructor contracts ($ 1,305,032)
• Established the SWABIZ account with Southwest Airlines for travel discounts for
City staff and officials on City business
• Filed the City’s SB 90 Claim with the State of California and received in excess
of $ 155,000 for claims, dating back to 1999
• Facilitated enhancing the Building & Safety Division phone access so that the
public may reach inspectors directly during early morning office hours through
an automatic attendant
• Facilitated enhancing the passport hotline by providing an automatic attendant
for the public to easily access required passport information
• Negotiated new terms for leased property located at 3180 Crow Canyon Place
( Suites 140, 200, 145 and added Suite 105)
Major Action Plan Items
FY 2007- 2008
• Coordinate the production of the FY 2008- 09 Annual Budget and City’s
organization charts
• Update the City’s Fee Resolution for FY 2008- 09
• Complete installation of telephone system and non- telephone system ( landlines)
at the Dougherty Valley High School campus
• Continue to monitor and maintain efficiency of City’s telephone system at greater
than 99% service for all facilities/ users
• File SB 90 Claim with the State of California for mandated filing reimbursements
• Continue to evaluate purchasing and contract administration
• Provide continued support to City staff for contract management and purchasing
standards oversight
• Continue to provide management support to the Employee Safety Committee
• Update the City’s Injury and Illness Prevention Plan as needed
• Continue to provide CAL- Card audit reporting and monitoring change in limit
authorizations
• Issue an RFP for City facility vending services and evaluate responses to
determine the best provider for the City and then implement plan
City of San Ramon
FINANCE DEPARTMENT OVERVIEW
- 57 -
• Issue an RFP for City office supplies provider and evaluate responses to
determine the best provider for the City and then implement plan
• Negotiate lease term extension for 2208 Camino Ramon ( Human Resources)
Budget Notes
FY 2007- 2008
• Salary and benefit costs
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Authorized Positions Actual Actual Actual Final Adopted
Accountant 1.00 1.00 1.00 0.00 0.00
Administrative Analyst 1.00 1.00 1.00 3.00 2.00
Adminsitrative Coordinator 0.00 0.00 1.00 1.00 1.00
Computer Specialist 1.00 1.00 1.00 1.00 1.00
Computer Technician 0.00 0.00 0.00 1.00 1.00
Division Manager 2.00 3.00 3.00 3.00 3.00
Finance Director 1.00 1.00 1.00 1.00 1.00
Office Specialist 5.00 5.00 4.00 4.00 4.00
Office Technician I/ II 2.00 2.00 2.00 2.00 2.00
Program Manager 1.00 0.00 0.00 0.00 0.00
Senior Administrative Analyst 0.00 0.00 0.00 0.00 1.00
Total Authorized Positions 14.00 14.00 14.00 16.00 16.00
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
FINANCE
- 58 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Finance $ 4 96,282 $ 7 06,613 $ 8 30,118 $ 8 66,665 $ 9 65,347
Information Technology 7 96,562 5 29,403 5 26,736 6 59,992 7 87,244
Central Services 9 07,265 7 20,503 7 91,144 9 17,976 1 ,009,002
Department Total $ 2 ,200,109 $ 1 ,956,519 $ 2 ,147,998 $ 2 ,444,633 $ 2 ,761,593
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Personnel Services $ 1 ,229,059 $ 1 ,309,791 $ 1 ,464,231 $ 1 ,564,107 $ 1 ,810,635
Contract Services 7 94,619 5 36,294 5 61,825 7 10,403 7 73,619
Materials and Supplies 1 68,866 9 8,390 8 4,509 9 7,735 1 01,745
Other Costs 7 ,565 1 2,044 3 7,433 5 4,388 7 5,594
Capital Purchases 1 8,000
Total Expenditures $ 2 ,200,109 $ 1 ,956,519 $ 2 ,147,998 $ 2 ,444,633 $ 2 ,761,593
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Total Department Revenue $ 2 53,492 $ 2 05,081 $ 2 48,051 $ 2 22,110 $ 2 40,680
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
FINANCE
Expenditure Summary By Division
Expenditure Summary By Category
Revenue Summary
- 59 -
Program Program Net Program
Description Expenditures Revenue Cost
Finance Administration $ 2 06,701 $ 2 06,701
Accounting & Payroll 4 74,921 4 74,921
Business Licensing 9 2,236 2 08,080 ( 115,844)
Cash Management 1 91,489 3 50 1 91,139
Information Technology Administration 5 20,876 5 20,876
Project Development 1 11,557 1 11,557
Web Services 1 54,811 1 54,811
Central Services Administration 9 9,861 9 9,861
Central Supplies 6 8,422 6 8,422
Central Support 4 0,627 3 0,000 1 0,627
Support Services 2 95,164 2 50 2 94,914
Telecommunications 3 62,605 3 62,605
Contract Administration 7 5,991 7 5,991
Safety 6 6,332 2 ,000 6 4,332
Program Totals $ 2 ,761,593 $ 2 40,680 $ 2 ,520,913
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
FINANCE
Program Summary
- 60 -
PLANNING /
COMMUNITY
DEVELOPMENT
San Ramon City Center Rendering
- Architectural Review
- Development Review
- Dougherty Valley
- Environmental Review
- General Plan Administration
- Special Planning Studies
- Subdivision Review
- Zoning Administration
- Building Inspections
- Building Permits
- Building Plan Checking
- Neighborhood Preservation
- Public Transportation
- Regional Air Quality Programs
- Regional Transportation Coordination
- Residential Traffic Calming Program
- Transportation Demand Management
- Transportation Planning
- Street Smarts
- Safe Routes to School Program
City of San Ramon
Planning/ Community Development
FY 2007- 2008
Planning Division
Division Manager
Building & Safety Services Division
Division Manager
Transportation Division
Division Manager
City of San Ramon
PLANNING/ COMMUNITY DEVELOPMENT OVERVIEW
Department – Statement of Purpose
The Planning/ Community Development Department coordinates and regulates the
orderly growth of the City as set forth in the City’s General Plan and other applicable
codes, policies and regulations concerning the physical development of the City. The
Department includes the divisions of Planning, Building & Safety and Transportation.
PLANNING DIVISION
Statement of Purpose
The Planning Division is responsible for providing for a variety and balance of land
uses, both commercial and residential that responds to the needs of the community
through implementation of the General Plan and other specific plans, planning and
zoning laws.
Significant Accomplishments
FY 2006- 2007
• Completed Crow Canyon and Northwest Specific Plans
• Published the Crow Canyon Specific Plan
• Refined coordination on project review by Planning, Building & Safety, Engineering
Services and San Ramon Valley Fire Protection District
• Completed the Zoning Ordinance Update and related General Plan Amendments
• Completed the Draft Architectural Review Guidelines for presentation to the
Planning Commission
• Implemented the Laserfische Program for retention of development applications
• Participated in the planning of the City Center
• Completed the City Center Mixed Use Zoning District and related General Plan
Amendment
• Initiated processing of the Condominium Conversion Ordinance
• Initiated the Comprehensive Update of the City’s CEQA Guidelines
• Participated in the Parks Master Plan Update
• Participated in the review of the Regional Housing Needs Allocation process
Major Action Plan Items
FY 2007- 2008
• Process and complete the City Center project
• Initiate the Five- Year update to the General Plan
• Initiate the update to the Housing Element pursuant to State law
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City of San Ramon
PLANNING/ COMMUNITY DEVELOPMENT OVERVIEW
- 62 -
• Initiate the update to the Growth Management Element for Compliance with
Measure J
• Publish the General Plan 2020
• Attend workshops for updating of Census addresses in preparation of Census 2010
• Initiate the preparation of the Eastside Specific Plan, per the General Plan 2020
• Complete update of Architectural Review Guidelines
• Complete update of City’s CEQA Guidelines
Budget Notes
FY 2007- 2008
• Initiate Planning Studies on the Eastside Specific Plan
Funded by Property Owners ( ESSP)
• Initiate Five- Year update to the General Plan
Funded through General Plan Recovery Fee
• Publish the General Plan 2020
Funded through authorized contract – General Fund
• Process the City Center Project
Developer Funded
• Initiate the update to the Growth Management Element for Compliance with
Measure J
Funded through the General Plan Recovery Fee
• Salary and benefit costs
City of San Ramon
PLANNING/ COMMUNITY DEVELOPMENT OVERVIEW
- 63 -
BUILDING & SAFETY DIVISION
Statement of Purpose
The Building & Safety Division promotes health and safety in the construction and
maintenance of buildings and structures and the maintenance of property through the
enforcement of uniform building codes, energy conservation standards, State
regulations and City ordinances.
Significant Accomplishments
FY 2006- 2007
• Upgraded the inspection fleet with four ( 4) new vehicles and implemented a
servicing schedule and maintenance program for vehicles
• Upgraded the Interactive Voice Response ( IVR) communication system to allow
enhancements and statistical data not previously available with outdated software
• Incorporated the code enforcement software which was newly implemented last
year, to have automatic notice and letter generation and online picture history of all
cases
• Performed 99+% of all inspections requested within one ( 1) working day of request
• Expanded Saturday code enforcement services to include sign enforcement and
complaint response
• Funded the position of Supervising Building Inspector to provide a higher level of
inspection services needed for the projected increase in commercial activity in the
City and enhanced code enforcement response to complaints
• Enhanced access to field inspectors each morning by having published office hours
to call and the ability to reach all inspectors prior to leaving office
• Began customized staff training for inspection personnel to receive more focused
training – Two ( 2) employees were recognized by Statewide publication for their
achievements in training
Major Action Plan Items
FY 2007- 2008
• Adopt new State codes to be published by the State of California by July 2007 and
mandated for adoption by January 2008
• Explore the ability and cost effectiveness of providing field inspectors access to
inspection data in the field through handheld devices for laptops
• Provide direct communication with field inspectors prior to departure to ensure
efficiency of inspections
• Assess comprehensive training to maintain Division skills and certifications with
State laws and Building Codes
City of San Ramon
PLANNING/ COMMUNITY DEVELOPMENT OVERVIEW
- 64 -
• Continue to update handouts for the Division and coordinate with the City’s
webmaster
Budget Notes
FY 2007- 2008
• The State of California has adopted new codes which have an entirely new format.
City will purchase new codes and train staff in preparation for the January 2008
local adoption.
• One ( 1) new Building Inspector position added.
City of San Ramon
PLANNING/ COMMUNITY DEVELOPMENT OVERVIEW
- 65 -
TRANSPORTATION DIVISION
Statement of Purpose
The Transportation Division is responsible for evaluating and recommending
enhancements to the City’s transportation infrastructure. The Division is responsible
for coordinating transportation- planning goals with the direction outlined in the General
Plan, and coordinating the City’s participation in regional transportation planning
efforts.
Significant Accomplishments
FY 2006- 2007
• Implemented San Ramon Transit Plan; including transit service to Dougherty Valley
– Route 135
• Identified funding and initiated Project Study Report for Measure J Norris Canyon
on/ off ramps
• Developed and implemented public communication outreach program for I- 680
Auxiliary Lanes project
• Implemented Phase I – Measure J School Bus Program Routing and Efficiency
Study
• Updated and adopted Residential Traffic Calming ( RTC) Program policies and tool
kit
• Implemented Tri- Valley Transportation Fee Nexus Study
• Developed and implemented Street Smarts – Phase III
• Developed and implemented Carpool to School Ridematching Program in concert
with Central Contra Costa County
• Implemented 511 Contra Costa County Program in concert with Regional
Transportation Planning Committee and MTC
Major Action Plan Items
FY 2007- 2008
• Provide oversight and implementation of Measure J Norris Canyon on/ off Ramp
Project Study Report
• Finalize Phase II – Measure J School Bus Program Study
• Complete Aquatic Center/ Cal High School Parking Study
• Initiate Iron Horse Trail Pedestrian/ Bicycle Corridor Analysis Study
• Explore options for Residential Traffic Calming ( RTC) Program Cost Recovery
• In concert with County Connection, increase ridership on Dougherty Valley Route
135 by implementing enhanced marketing/ outreach activities and incentive
programs
City of San Ramon
PLANNING/ COMMUNITY DEVELOPMENT OVERVIEW
- 66 -
• Finalize and implement Radar Speed Display Sign Program
• Implement Spare the Air Vanpool Incentive Program
Budget Notes
FY 2007- 2008
• Measure J Norris Canyon on/ off Ramp Project Study Report – Measure J Funds
No new funding for FY 2007- 08
• Measure J School Bus program – Measure J Funds
No new funding requested for FY 2007- 08
• Aquatic Center/ Cal High School Parking Study – Shared Cost with San Ramon
Valley Unified School District. FY 2006- 07 Mid- Year Budget Request
No new funding requested in FY 2007- 08
• Iron Horse Trail Corridor Analysis – FY 2006- 07 Mid- Year Budget Request of
$ 66,000 reimbursed through TPLUS Grant Program
No new funding request for FY 2007- 08
• Implement Spare the Air Vanpool Incentive Program
Funding provided by FY 2007- 08 TDM Program
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Authorized Positions Actual Actual Actual Final Adopted
Administrative Analyst 0.00 1.00 1.00 1.00 1.00
Administrative Coordinator 1.00 1.00 1.00 1.00 1.00
Assistant Planner 2.00 1.00 1.00 1.00 1.00
Associate Planner 1.00 3.00 2.00 2.00 2.00
Community Development Director 1.00 0.00 0.00 0.00 0.00
Division Manager 2.00 2.00 3.00 3.00 3.00
Engineering Specialist 0.00 1.00 1.00 1.00 1.00
Inspector 3.00 3.00 2.00 2.00 3.00
Office Specialist 4.00 2.00 3.00 3.00 3.00
Office Technician I/ II 1.00 1.00 1.00 1.00 1.00
Planning Director 1.00 1.00 1.00 1.00 1.00
Planning Specialist 0.00 1.00 1.00 1.00 1.00
Plans Examiner 0.00 1.00 1.00 1.00 1.00
Program Manager 1.00 2.00 0.00 0.00 0.00
Senior Engineer 1.00 1.00 1.00 1.00 1.00
Senior Inspector 2.50 2.50 2.50 2.50 2.50
Senior Planner 2.00 0.00 1.00 1.00 1.00
Supervising Inspector 1.00 1.00 1.00 1.00 1.00
Total Authorized Positions 23.50 24.50 23.50 23.50 24.50
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
PLANNING/ COMMUNITY DEVELOPMENT
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03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Planning $ 8 39,709 $ 9 31,218 $ 9 32,889 $ 1 ,122,076 $ 1 ,421,136
Building 7 76,355 9 20,567 9 96,854 1 ,509,177 1 ,710,429
Transportation 3 97,312 4 94,019 6 69,337 1 ,028,452 1 ,022,593
Department Total $ 2 ,013,376 $ 2 ,345,804 $ 2 ,599,080 $ 3 ,659,705 $ 4 ,154,158
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Personnel Services $ 1 ,616,908 $ 1 ,815,544 $ 2 ,137,667 $ 2 ,580,003 $ 2 ,997,210
Contract Services 3 73,765 4 63,985 3 45,416 8 49,209 9 23,946
Materials and Supplies 1 1,200 3 9,454 5 4,229 1 38,409 1 24,279
Other Costs 1 1,503 2 6,821 6 1,768 9 2,084 9 2,723
1 6,000
Total Expenditures $ 2 ,013,376 $ 2 ,345,804 $ 2 ,599,080 $ 3 ,659,705 $ 4 ,154,158
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Total Department Revenue $ 1 ,837,134 $ 2 ,118,084 $ 2 ,686,104 $ 2 ,578,289 $ 3 ,401,916
Expenditure Summary By Division
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
PLANNING/ COMMUNITY DEVELOPMENT
Expenditure Summary By Category
Revenue Summary
- 68 -
Program Program Net Program
Description Expenditures Revenue Cost
Planning Administration $ 3 28,106 $ 1 74,845 $ 1 53,261
Architectural Review 1 62,522 8 5,000 7 7,522
City Center 1 03,160 1 03,160
Development Administration 2 00,824 3 97,500 ( 196,676)
Northwest Plan 3 1,581 3 1,581
General Plan Management 3 35,178 2 30,000 1 05,178
Westside SP Amendment 2 9,017 2 9,017
Special Planning Studies 5 8,958 5 8,958
Crow Canyon Redevelopment Amendment 3 50 3 50
Subdivision Processing 2 5,693 2 5,693
Zoning Ordinance Update 1 2,700 1 2,700
Zoning Administration 9 4,855 5 ,850 8 9,005
Planning Dougherty Valley 3 8,192 3 8,192
Building Administration 5 04,029 3 ,775 5 00,254
Inspection 8 71,170 1 ,273,590 ( 402,420)
Neighborhood Preservation Code Enforcement 4 8,558 4 8,558
Plan Checking 2 86,672 6 55,500 ( 368,828)
Transportation Administration 1 54,909 8 ,000 1 46,909
Residential Traffic Calming 1 43,748 1 43,748
Traffic Safety 1 1,565 1 1,565
Transportation Planning 1 09,696 1 09,696
TDM - Administration 9 8,760 9 8,760 -
TDM - Clean Fuel Vehicle -
TDM- Carpool to School Program 1 00,344 1 00,344 -
TDM - Vanpool Program 1 60,400 1 60,400 -
TDM - Voluntary EBTR 1 78,352 1 78,352 -
TDM - Bike Lockers/ Racks -
Transportation Dougherty Valley 2 9,819 2 9,819
Street Smarts 3 5,000 3 0,000 5 ,000
Program Totals $ 4 ,154,158 $ 3 ,401,916 $ 7 52,242
Program Summary
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
PLANNING/ COMMUNITY DEVELOPMENT
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ENGINEERING
SERVICES
San Ramon Memorial Park
- Administration
- Engineering
- Inspection
- Administration
- Engineering
- Inspection
- Encroachment Permits
- GIS
- Traffic Engineering/ Safety
- Drainage Engineering
- Geologic Hazard Abatement District
- Open Space Management
- Stormwater Management
City of San Ramon
Engineering Services
FY 2007- 2008
Capital Improvement Program District Engineer
Development Special Districts
City of San Ramon
ENGINEERING SERVICES OVERVIEW
- 70 -
Statement of Purpose
Engineering Services is responsible for the administration and implementation of the
Capital Improvement Program ( CIP) and Capital Budget; Assessment Districts
engineering including the Geologic Hazard Abatement District ( GHAD); Clean Water
Program and Canyon Park Fund; traffic engineering and safety; development
engineering and inspection; encroachment permits; and the City’s Geographic
Information System ( GIS) Program.
Significant Accomplishments
FY 2006- 2007
• Implemented the FY 2006- 07 Capital Budget
• Provided quarterly CIP status reports to the Finance Committee
• Repaired two ( 2) landslides in the GHAD
• Completed the Supplemental Environmental Projects
• Completed the Dougherty Road Plan Line Study and environmental review
• Annexed Old Ranch Summit Development into the GHAD
• Formed Special Assessment Zone 18 Old Ranch Summit as part of the City’s
Landscaping and Lighting District 1984- 1
• Provided Engineering staff time at Planning/ Building permit counter
• Completed the vegetation removal, dredging, and replanting along portions of South
San Ramon Creek
• Completed the Alcosta Boulevard Pavement Management, the Glass House Interior
Renovation Phase I, Glass House landscaping, and the Traffic Signal Phase I
Projects
• Completed Iron Horse Trail entry landscaping project with Special Districts
• Started construction of the Senior Center Expansion Project
• Conducted Larwin Pump Station Emergency Response Exercise
Major Action Plan Items
FY 2007- 2008
• Implement FY 2007- 08 Capital Budget
• Update the City’s Subdivision Ordinance
• Update the City’s Grading Ordinance
• Accept approximately 225 acres of open space in Dougherty Valley – GHAD
• Implement Regional Water Quality Control Board Revised Municipal Regional Permit
for the Clean Water Program
• Review the formation of a GHAD for the Faria Preserve Development
• Complete Crow Canyon Corridor Improvement Project Phase II construction
City of San Ramon
ENGINEERING SERVICES OVERVIEW
- 71 -
Budget Notes
FY 2007- 2008
• Landscaping and Lighting District Program transferred to Public Services
Department
• Salary and benefit costs
• One ( 1) unfunded Division Manager
• Two ( 2) unfunded Senior Inspectors
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Authorized Positions Actual Actual Actual Final Adopted
Administrative Analyst 1.00 2.00 2.00 3.00 3.00
Assistant Engineer 3.00 3.00 3.00 1.00 1.00
Associate Engineer 3.00 3.00 3.00 4.00 4.00
Computer Specialist 1.00 1.00 1.00 0.00 0.00
Division Manager 2.00 2.00 2.00 2.00 2.00
Engineering Director 0.00 0.00 1.00 1.00 1.00
Engineering Specialist 2.00 1.00 1.00 1.00 1.00
Office Specialist 1.00 1.00 1.00 1.00 1.00
Senior Engineer 4.00 3.00 2.00 4.00 4.00
Senior Inspector 6.00 6.00 6.00 6.00 6.00
Supervising Inspector 1.00 1.00 1.00 1.00 1.00
Total Authorized Positions 24.00 23.00 23.00 24.00 24.00
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
ENGINEERING SERVICES
- 72 -
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Engineering Services $ 2 ,183,984 $ 2 ,243,103 $ 2 ,290,748 $ 3 ,117,227 $ 3 ,210,463
Department Totals $ 2 ,183,984 $ 2 ,243,103 $ 2 ,290,748 $ 3 ,117,227 $ 3 ,210,463
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Personnel Services $ 1 ,911,689 $ 1 ,924,878 $ 2 ,016,364 $ 2 ,121,190 $ 2 ,503,509
Contract Services 2 44,568 2 74,296 2 12,297 8 52,584 5 87,700
Materials and Supplies 2 1,915 2 8,336 3 3,996 4 1,065 4 7,290
Other Costs 5 ,812 1 5,593 2 8,121 5 6,962 7 1,964
Capital Purchases 4 5,426
Total Expenditures $ 2 ,183,984 $ 2 ,243,103 $ 2 ,290,778 $ 3 ,117,227 $ 3 ,210,463
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Total Department Revenue $ 1 62,534 $ 2 48,338 $ 4 34,012 $ 2 20,100 $ 2 03,903
Expenditure Summary By Division
Expenditure Summary By Category
Revenue Summary
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
ENGINEERING SERVICES
- 73 -
Program Program Net Program
Description Expenditures Revenue Cost
Engineering Services Administration $ 3 91,158 $ 2 ,100 $ 3 89,058
CIP Administration 28,326 2 8,326
CIP Engineering 348,446 3 48,446
CIP Inspection 248,958 2 48,958
Development Engineering 275,606 74,275 2 01,331
Development Inspection 94,225 18,428 7 5,797
Encroachments 157,946 78,250 7 9,696
Canyon Park 28,599 2 8,599
GHAD 376,860 2,000 3 74,860
Citywide Landscaping 10,000 1 0,000
Open Space/ Drainage 6 1,548 6 1,548
Storm Water Mgmt 427,214 4 27,214
GIS 179,517 28,850 1 50,667
Traffic Engineering 3 14,951 3 14,951
Dougherty Valley 267,109 2 67,109
Program Totals $ 3 ,210,463 $ 2 03,903 $ 3 ,006,560
CITY OF SAN RAMON
Program Summary
SUMMARY OF DEPARTMENTAL BUDGET
ENGINEERING SERVICES
- 74 -
POLICE SERVICES
San Ramon Police
- Patrol
- Traffic
- Investigations
- Animal Control
- Emergency Preparedness
- Professional Standards
- Police Records
- Youth Services
- Character Counts
- Crime Prevention
- Property/ Evidence
- Training
- Volunteers
- Chaplains
City of San Ramon
Police Services
FY 2007- 2008
Operations Bureau Administrative Bureau
City of San Ramon
POLICE SERVICES OVERVIEW
- 75 -
Statement of Purpose
Police Services is responsible for the safety and welfare of the citizens of San Ramon
by ensuring and maintaining effective law enforcement systems, such as crime
prevention, traffic enforcement, patrol, criminal investigations, vice and narcotic
enforcement and community relations.
Significant Accomplishments
FY 2006- 2007
• Increased sworn staff positions by adding one ( 1) Traffic Officer, and one ( 1)
Investigator that were authorized for FY 2005- 06 to meet the needs of the Dougherty
Valley – These were not filled prior to the end of FY 2006- 07
• Recruited and hired one ( 1) Program Manager as the City’s Emergency and Disaster
Preparedness Manager to ensure that the City is prepared for any catastrophic
event
• Held a training course in Disaster Preparedness for City employees, San Ramon
Valley Unified School District employees and local business employees that included
a multi- casualty drill involving a major earthquake
• Began the transition to an in- house Police Department which will become fully
operational July 1, 2007 – This included the hiring of a Police Chief, Captain, two ( 2)
Lieutenants, nine ( 9) Sergeants, forty- three ( 43) Police Officers, one ( 1) Records
Coordinator and two ( 2) Records Technicians
• Established a Police Property Room to handle all evidence in- house
Major Action Plan Items
FY 2007- 2008
• Increase involvement of Police Officers in schools by assisting the San Ramon
Valley Unified School District in the teaching of the Second Step Program – Officers
will be assigned specific schools and will participate in the school activities in an
ongoing basis
• Enhance our existing Crime Prevention Program and have our Police Officers
involved in regular Neighborhood Watch programs
• Enhance our Emergency Preparedness Program to include more training for City
staff and community awareness
• Add one ( 1) additional Police K- 9
City of San Ramon
POLICE SERVICES OVERVIEW
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Budget Notes
FY 2007- 2008
• Dispatch costs increased from $ 374,691 in FY 2006- 07 to $ 821,072 in FY 2007- 08
for a total increase of $ 446,381
• Three ( 3) new sworn positions
• One ( 1) of the new positions paid by RDA - Housing
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Authorized Positions Actual Actual Actual Final Adopted
Administrative Analyst 1.00 1.00 1.00 1.00 1.00
Administrative Coordinator 1.00 1.00 1.00 4.00 4.00
Captain 0.00 0.00 0.00 1.00 1.00
Chief 1.00 1.00 1.00 1.00 1.00
Lieutenant 0.00 0.00 0.00 2.00 2.00
Office Specialist 2.00 2.00 2.00 3.00 3.00
Office Technician I/ II 2.00 2.00 5.00 3.00 3.00
Police Officer 35.00 38.00 40.00 40.00 43.00
Police Services Technician 5.50 5.50 5.50 3.50 3.50
Program Manager 1.00 1.00 0.00 1.00 1.00
Records Coordinator 0.00 0.00 0.00 1.00 1.00
Records Technician 0.00 0.00 0.00 2.00 2.00
Sergeant 7.00 8.00 9.00 9.00 9.00
Total Authorized Positions 55.50 59.50 64.50 71.50 74.50
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
POLICE SERVICES
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03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Police Services $ 7,488,081 $ 8 ,675,067 $ 10,507,493 $ 13,344,956 $ 13,674,140
Department Total $ 7,488,081 $ 8 ,675,067 $ 10,507,493 $ 13,344,956 $ 13,674,140
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Personnel Services $ 998,627 $ 1 ,094,500 $ 1,208,806 $ 2,564,894 $ 11,064,956
Contract Services 6,266,678 7 ,365,996 8,761,337 9,700,116 1,694,787
Materials and Supplies 173,176 1 67,166 252,650 454,969 393,107
Other Costs 49,600 4 7,405 284,700 383,477 509,290
Capital Purchases 241,500 12,000
Total Expenditures $ 7,488,081 $ 8 ,675,067 $ 10,507,493 $ 13,344,956 $ 13,674,140
03/ 04 04/ 05 05/ 06 06/ 07 07/ 08
Description Actual Actual Actual Final Adopted
Total Department Revenue $ 704,332 $ 7 66,314 $ 801,200 $ 746,175 $ 801,800
Expenditure Summary By Division
Expenditure Summary By Category
Revenue Summary
CITY OF SAN RAMON
SUMMARY OF DEPARTMENTAL BUDGET
POLICE SERVICES
- 78 -
Program Program Net Program
Description Expenditures Revenue Cost
Administration $ 2 ,529,812 $ 202,100 $ 2,327,712
Animal Control 2 23,177 223,177
Crossing Guards 1 21,583 121,583
Crime Prevention 1 21,000 121,000
Character Counts 2 06,872 1 ,000 205,872
Emergency Preparedness 2 15,589 215,589
Investigation 1 ,113,981 1,113,981
Narcotics 1 90,134 190,134
Patrol 7 ,332,984 498,700 6,834,284
Traffic Safety 1 ,052,245 1,052,245
Volunteer Services 6 4,461 64,461
Youth Services 5 02,302 100,000 402,302
Program Totals $ 1 3,674,140 $ 801,800 $ 12,872,340
CITY OF SAN RAMON
Program Summary
SUMMARY OF DEPARTMENTAL BUDGET
POLICE SERVICES
- 79 -
PUBLIC SERVICES
San Ramon Public Services Staff
- Facilities Maintenance
- Fountain Maintenance
- Pool Maintenance
- Drainage Creek Maintenance
- Tree & Landscape Maintenance
- Parks Maintenance
- Street Lighting Maintenance
- Street Maintenance
- Traffic Signal Maintenance
- Vehicle & Equipment
Maintenance
- Department Budget
- Contract Management
- Office Management
- Solid Waste & Recycling -
Franchise Agreement
- Public Inquiry & Service Requests
- Training & Education
- Emergency Preparedness
- Online Customer Information
- Development Review
- Capital Improvement Project Management
City of San Ramon
Public Services
FY 2007- 2008
Operations Division
Division Manager Administrative Support
City of San Ramon
PUBLIC SERVICES OVERVIEW
- 80 -
Statement of Purpose
The Public Services Department is responsible for the maintenance of the City’s parks,
roadway medians and other open space; City fleet vehicles and equipment; City
facilities, fountains, and pools; signals and streetlights; roadways and sidewalks; street
sweeping; public catch basins, creeks and other drainage systems; Public Services is
also responsible for the administration of the Landscape and Lighting District program in
18 zones; administration of maintenance contracts; and administration of the solid
waste franchise agreement.
Significant Accomplishments
FY 2006- 2007
• Assumed maintenance responsibility for new areas in Dougherty Valley including:
four ( 4) parks, 11.2 street miles, 40.81 acres of median and roadside landscaping,
and approximately 750 streetlights
• Completed Facility Maintenance and Renovation Plan
• Completed Construction and Demolition Debris Ordinance and Administrative
Procedures
• Completed Public Services Department Five- Year Strategic Plan and began
implementation of first year goals
• Completed first year of contract services in City parks for landscape maintenance of
shrubs and plant material
• Increased janitorial services in City buildings to include additional services to meet
“ A” level standards
• Began upgrades to CalSense irrigation controllers for Dougherty Valley and Citywide
landscaping and parks
• Increased information available on the Public Services Department portion of the
City website
• Implemented Phase One of Aquatics Facility Risk Management Plan
• Implemented a coordinated transition plan for new residential, multi- family and
commercial garbage and recycling services
• Completed property owner ballot proceedings in the Citywide Landscaping and
Lighting District which generated successful passage of the proposed assessment
increases
Major Action Plan Items
FY 2007- 2008
• Assume maintenance responsibility for new areas in Dougherty Valley to include:
Dougherty Valley High School Aquatic Center and Theater, Dougherty Station
City of San Ramon
PUBLIC SERVICES OVERVIEW
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Village Center Common Area, 1,256 new streetlights, 20 signalized intersections,
18.61 street miles, 67 acres of street landscaping and five ( 5) parks
• Increase onsite maintenance and repair for all aspects of the interior and exterior
facilities located at Forest Home Farms including the Boone House and newly
restored David Glass House
• Complete Park Maintenance and Renovation Plan
• Provide maintenance for new areas and expansions ( outside of Dougherty Valley):
San Ramon Senior Center; Special Assessment Zone – Old Ranch Summit; fifty
( 50) new streetlights, two ( 2) new signalized intersections, three ( 3) detention ponds
at Old Ranch Summit
• Implement second year goals of Public Services Five- Year Strategic Plan
• Complete F