08/07/2023 - SpecialMonday, August 7, 2023
1:30 PM
City of Clearwater
Main Library - Council Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
Main Library - Council Chambers
Council Work Session
Special Work Session
Special Budget Work Session
August 7, 2023Council Work Session Special Work Session
1. Call to Order
2. City Manager Verbal Reports
City of Clearwater Staffing Update for FY2023-24 Budget2.1
3. City Attorney Verbal Reports
4. Council Discussion Item
Discuss proposed budget.4.1
5. Adjourn
Page 2 City of Clearwater Printed on 8/3/2023
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0965
Agenda Date: 8/7/2023 Status: Agenda ReadyVersion: 1
File Type: Action ItemIn Control: Human Resources
Agenda Number: 2.1
SUBJECT/RECOMMENDATION:
City of Clearwater Staffing Update for FY2023-24 Budget
SUMMARY:
APPROPRIATION CODE AND AMOUNT:
USE OF RESERVE FUNDS:
Page 1 City of Clearwater Printed on 8/3/2023
|1CITY OF CLEARWATER
Special Budget Work Session
August 7, 2023
myclearwater.com
|2CITY OF CLEARWATER
Fiscal Year 2023/24 Proposed - All Funds
Fund
Amended
FY 2022/23
Proposed
FY 2023/24
Increase/
(Decrease)
General Fund $ 184,419,750 $ 199,458,520 8%
Utility Funds 206,590,040 222,666,960 8%
Enterprise Funds 27,683,370 30,798,660 11%
Internal Service Funds 77,754,940 82,641,940 6%
Special Revenue Funds 36,949,943 35,232,546 (5%)
Capital Fund 130,024,423 153,385,680 18%
|3CITY OF CLEARWATER
1,695.7 1,745.0 1,832.6 1,836.6 1,848.7 1,877.0 1,891.9
0.0
200.0
400.0
600.0
800.0
1,000.0
1,200.0
1,400.0
1,600.0
1,800.0
2,000.0
Full Time Equivalent Positions (All Funds)
|4CITY OF CLEARWATER
Staffing Discussion2023
myclearwater.com
|5CITY OF CLEARWATER
Vacancy Rate
2023 includes data as of Jun 1.
|6CITY OF CLEARWATER
Turnover Rate
2023 includes data through Jun 30, with estimated data through Dec 31.
|7CITY OF CLEARWATER
Resignations, Retirements, and Terminations
2023 includes data through Jun 30, with estimated data through Dec 31.
Quit includes resignations, Quit - Other includes retirement and death, and Quit - Discharge includes all involuntary terminations.
|8CITY OF CLEARWATER
Vacancy Reasons in the Last Two Years
•63% Resignation
•22% Retirement
•13% Involuntary or Pending Discipline
•2% Health
|9CITY OF CLEARWATER
Resignation Reasons in the Last Two Years
|10CITY OF CLEARWATER
Permanent Hires and Promotions
2023 includes actual data through Jun 30, with estimated data through Dec 31.
Promotions do not include apprenticeship programs.
|11CITY OF CLEARWATER
Recruitment Challenges
•Labor Shortage
•As of July 2023, according to the BLS, there are 9.8 million job
openings and only 5.9 million unemployed workers.
•Inflation outpacing wage increases
•As of May 2023, CPI in Tampa Bay area was 7.3% over the
previous year, vs 4% nationally.
|12CITY OF CLEARWATER
What Have We Done to Attract and Retain Employees?
•10/1/22 internal market survey adjustments for CWA & SAMP
•Enhanced pension benefits
•Expanded vacation sellback program
•Telecommuting offered to SAMPs with serious health conditions
•Increased use of four-day workweek option Citywide
•Increased employee appreciation offerings
•Adjusted education requirements of certain jobs
|13CITY OF CLEARWATER
What Else Are We Doing?
•Formal classification and compensation study in progress
•Enhanced wellness programming
•New wellness coordinator to take more active approach
•Offered onsite options for dental and skin screenings
•Reviewing additional services for clinic space
•Evaluation of expanded telecommuting options
•Increased focus on recruitment of employees representative of
local workforce through HR restructure
•Development of internal leadership program in progress
|14CITY OF CLEARWATER
Classification and Compensation Study*
•Complete:
•Vendor selection process resulted in contract with Evergreen
•Clearwater data provided and reviewed (policies, pay plans,
turnover & exit data, organizational charts, benefit offerings, etc.)
•Employee engagement in May 2023
•>300 employees attended focus groups
•>900 employees completed job assessment tools (JATs)
•150 benchmark job titles selected
•20 comparators identified
•Benchmark survey of comparators
|15CITY OF CLEARWATER
Classification and Compensation Study
•In Progress:
•Survey results and JATs currently under review
•Coming Up:
•Compare Clearwater with market (as defined by comparators)
•Decide how Clearwater would like to be aligned with market and
determine compensation philosophy
•Present, discuss and cost options for this alignment
•Updated job titles, pay plans, and employee pay adjustments possible
•Implement selected option in January 2024 or in next contract
•Must be bargained for represented groups
|16CITY OF CLEARWATER
Questions?
Cover Memo
City of Clearwater Main Library - Council
Chambers
100 N. Osceola Avenue
Clearwater, FL 33755
File Number: ID#23-0983
Agenda Date: 8/7/2023 Status: Agenda ReadyVersion: 1
File Type: Council Discussion
Item
In Control: Council Work Session
Agenda Number: 4.1
SUBJECT/RECOMMENDATION:
Discuss proposed budget.
SUMMARY:
Page 1 City of Clearwater Printed on 8/3/2023
2023 -2024BUDGET BRIEFIN
FOR MORE INFORMATION
A NOTE FROM THE CITY MANAGER
Greetings,
Welcome to our Citizen’s Budget Guide
proposed for Fiscal Year 2023/2024! This guide
is prepared by the Office of Management and
Budget to serve as an engagement tool and to
build a solid foundation of knowledge about
the city of Clearwater’s budgetary process.
Earlier this year, the City Council unanimously
adopted a new strategic plan. This year’s proposed
budget is focused on implementing the city’s
operating and capital work plans that will allow us
to achieve our strategic priorities and objectives.
In furthering the City Council’s strategic objective
of enhancing community education and building
public trust, this information serves an integral role
in outlining how the city best allocates its resources.
Our goal is to ensure that the public remains
informed as the City Council and Staff administer
the Annual Budget and make decisions to produce
the greatest benefit for the citizens of Clearwater.
Sincerely,
Jennifer Poirrier
City Manager
IMPORTANT BUDGET DATES
Unless otherwise noted, meetings are open to the public
and are held in Council Chambers at the Clearwater
Main Library’s first floor, 100 N. Osceola Ave.
• March 20, 2023 at 8 a.m.
Strategic Budget Planning Session
• July 20, 2023 at 6 p.m.
Preliminary Budget Presentation,
Preliminary Millage Rate Set
• Aug. 7, 2023 at 1:30 p.m.
Special Budget Work Session
• Sept. 6, 2023 at 6 p.m.
First Public Hearing on FY23-24
Annual Operating and Capital Budget,
Penny for Pinellas Projects
• Sept. 21, 2023 at 6 p.m.
Second Public Hearing on FY23-24
Annual Operating and Capital Budget
CITY OF CLEARWATER
STRATEGIC PLAN
VISION
A community that thrives from Bay to Beach.
MISSION
Clearwater is committed to quality,
sustainable, cost-effective municipal services that foster and sustain a healthy residential
and economic environment.
Deliver Effective and Efficient Services by Optimizing City Assets and Resources
HIGH PERFORMING GOVERNMENT
Foster a Prosperous and Enduring Economy That Promotes Opportunity for All
ECONOMIC & HOUSING OPPORTUNITY
Ensure Exceptional Communities and Neighborhoods Where Everyone Can Thrive
COMMUNITY WELL-BEING
Implement Proactive Solutions and Emerging Technologies for a Sustainable and Resilient Community
ENVIRONMENTAL STEWARDSHIP
Promote a Diverse and Talented Workforce Through Competitive Opportunity, Employee Wellness, and Rewarding Career Growth
SUPERIOR PUBLIC SERVICE MAYOR CITY MANAGERBrian J. Aungst Sr. Jennifer Poirrier
CITY COUNCILDavid Allbritton Kathleen Beckman
Mark Bunker Lina Teixeira
WHAT IS A MUNICIPAL BUDGET?
Each year, the city must forecast the expenditures
and revenues it will incur in the upcoming fiscal year
(defined as the period from Oct. 1 to Sept. 30). The
resulting formalized document is known as the annual
operating and capital budget. Every municipality in
the State of Florida is required by law to produce a
balanced budget each year. Clearwater’s budget is
monitored throughout the fiscal year and is amended
quarterly as needed.
HOW ARE MY PROPERTY
TAXES DETERMINED?
The city of Clearwater is one of several taxing
authorities that may tax citizens for the services it
provides. The city is responsible for only a portion (less
than one-third) of the overall taxes that residents pay.
Millage is how taxing authorities calculate your
property tax; it represents the established rate
imposed by a taxing jurisdiction. One mill is equal to
$1 for every $1,000 of taxable property value. The city
of Clearwater anticipates no change to the millage rate
of 5.8850 mills for Fiscal Year 2023/2024.
MILLAGE
Learn more about your Truth
in Millage statement, which
is mailed by August 22nd each
year, or by visiting PCPAO.gov
for more information.
TRUTHIN
HOW ARE THE CITY’S
GENERAL GOVERNMENT
ACTIVITIES FUNDED?
The city’s General Fund receives revenues from
numerous sources, including property (Ad Valorem)
taxes, utility taxes and franchise fees, service fees
and user charges, and intergovernmental and
grant revenues. The largest source of revenue,
Ad Valorem taxes, comes from all property
owners in Clearwater city limits, excluding those
receiving statutorily authorized exemptions.
GENERAL FUND REVENUES BY TYPE
45%
7%
4%
9%
15%
2%
3%
15%$90,683,430
$13,335,875
$8,102,020
$17,368,355
$29,859,340
$3,934,500
$29,875,000$6,300,000
Ad Valorem Taxes
$153,385,680
Capital Funds
$36,661,546
Special RevenueFunds
$82,833,250
Internal Service Funds
$30,892,550
Other Enterprise Funds
Utility Taxes& Franchise Fees
Local Opt, Fuel
& Other Taxes
Other Permits
& Fees
Transfers In
Charges
for Service
Judgments, Fines,
Forfeits & Misc.
Intergovernmental
42%
29%
7%
16%
6%$223,665,930
Utility Funds
$12,725,240
Non-departmental
$14,559,025
Public Works
$8,577,878
Planning
& Development
$9,110,053
Library
$44,790,781
Parks & Recreation $35,243,722
Fire
$56,780,344
Police
22%
29%
7%
5%
18%
9%
6%
4%
$17,671,477
Admin/Other Departments
Total: $199,458,520
GENERAL FUND EXPENDITURES BY DEPARTMENT
45%
7%
4%
9%
15%
2%
3%
15%
$90,683,430
$13,335,875
$8,102,020
$17,368,355
$29,859,340
$3,934,500
$29,875,000$6,300,000
Ad Valorem Taxes
$153,385,680
Capital Funds
$36,661,546
Special Revenue
Funds
$82,833,250
Internal Service Funds
$30,892,550
Other Enterprise Funds
Utility Taxes
& Franchise Fees
Local Opt, Fuel
& Other Taxes
Other Permits& Fees
Transfers In
Chargesfor Service
Judgments, Fines,Forfeits & Misc.
Intergovernmental
42%
29%
7%
16%
6%$223,665,930
Utility Funds
$12,725,240
Non-departmental
$14,559,025
Public Works
$8,577,878
Planning
& Development
$9,110,053
Library
$44,790,781
Parks & Recreation $35,243,722
Fire
$56,780,344
Police
22%
29%
7%
5%
18%
9%
6%
4%
$17,671,477
Admin/Other Departments
Total: $199,458,520
CITYWIDE EXPENDITURES
BY CATEGORY
The city categorizes the money it spends
via these funds:
1 General Fund, or monies that support general
government activities.
2 Utility Funds, including Water & Sewer, Gas,
Solid Waste & Recycling, and Stormwater.
3 Enterprise Funds, including the Marine Fund,
Aviation Fund, Harbor Marina Fund, and
Parking Fund.
4 Internal Service Funds, that support the city’s
operating departments.
5 Special Revenue Funds, which account for
specific restricted governmental activities.
6 Capital Funds, which pay for long-term or
reoccurring project or equipment needs.
OUR WORKFORCE
The city manager is recommending a total staffing
level of approximately 1,891.9 full-time equivalent
positions (FTEs) for Fiscal Year 2023/2024. An FTE
is defined as a workload of approximately 2,080
hours per position annually, and it may be allocated
to full time, part time, or temporary positions.
$153,385,680Capital Funds
$35,232,546Special Revenue Funds
$82,641,940Internal Service Funds
$30,798,660Other Enterprise Funds
$222,666,960Utility Funds
$199,458,520 General Fund
21%
4%
5%
11%
31%
28%
All Funds Cost of
Services Summary
Total:
$724,184,306
$29,915,000Other Enterprise Funds
$12,253,700Internal Service Operations
$37,591,820General Government
$73,625,160Utility Funds
20%
8%
24%
48%
Capital Improvement
Spending by Fund Type
Total:
$153,385,680
FUND TYPE FTE TOTAL
General Fund 1,167.8
Utility Funds 477.8
Enterprise Funds 75.1
Internal Service Funds 156.3
Special Program Fund 14.9
TOTAL 1,891.9