Budget & Financial Plans

Purpose of the Budget:

  1. To set goals objectives, and service levels for the City to meet during the next year (thus insuring the provision of City services to Milpitas residents).
  2. To estimate and allocate the money the City will take in and spend during the year.

Fiscal Year 2021-2022 Annual Budget Development:

On January 26, 2021, the City Council kicked off the annual budget process with the Preliminary FY 2021-22 Budget Study Session. As presented at the study session, as part of the annual budget process, staff proposed a robust community outreach program including a multilingual statistically valid poll, a Budget Survey for community input regarding the Council Priority Areas, and virtual community budget meetings. Per the, FY 2021-22 Budget Calendar, the City Manager is scheduled to release the FY 2021-22 Proposed Budget, which is scheduled to be discussed by the City Council on May 11 and adopted on June 1.

Community Budget Meetings:

The first meeting was held on March 11, 2021.  Please click here to view the video or to download the PowerPoint presentation.  The second meeting was held on April 1, 2021. Please click here to view the video or to download the PowerPoint Presentation.

If you did not attend these meetings, the City Council encourages residents and businesses to participate in the budget development through completing the budget survey below.

Budget Survey:

Have a few minutes? Take our online survey to share what matters most to you with the City Council as we are preparing recommendations for the annual budget! Take the Milpitas Budget Challenge: spend imaginary money on what you think are the most important areas the City should focus on for the next year. What you spend on each area will show how important you think it is. Are you ready to pitch in? Take the survey today!  The survey closes on April 30, 2021. The community outreach feedback will be submitted to the City Council as a part of the May 11 Budget Study Session.

Citywide Satisfaction Survey:

In January 2021, the City contracted with Fairbank, Maslin, Maullin, Metz & Associates (FM3) to conduct a City-wide survey on levels of satisfaction regarding city services, which was presented to Council on February 16, 2021. FM3 is a California-based company that has been conducting public policy-oriented opinion research since 1981 and has worked with hundreds of local government agencies in research and strategic services. In order to conduct a true community satisfaction survey of adult residents, FM3 conducted an “address-based” survey with a combination of phone numbers, emails and residential addresses. The survey data was collected in January 2021 and the survey was available in English, Mandarin, Spanish, and Vietnamese. Both email and mailed postcards were sent to geographical clusters throughout the City directing recipients to complete an online survey and after the first wave was completed, remaining open areas were targeted to complete a telephone survey. Because of the strong response from the community, FM3 was able to provide statistically sound and fully representative results from the adult residents of Milpitas at a 95% confidence interval, higher than originally anticipated, clearly demonstrating that the community is eager to provide their  feedback to the City Council and administration and have a very strong favorable sentiment towards Milpitas and the services offered.

FY 2021-22 Preliminary Budget Study Session:

On January 26, 2021, the City Council held the FY 2021-22 Preliminary Budget Study Session. At the Study Session, staff presented the ten-year Financial Forecast for the General Fund, the Community engagement strategy for the upcoming budget year, and City Departments’ accomplishments, initiatives, and operational constraints.  The City’s General Fund funds primarily the Police, Fire, Recreation and administrative departments.

Budget Transparency:

With the release of the FY 2021-22 Adopted Budget document approved by the City Council on June 1st, 2021, the City launched its Budget Transparency Tool and published the FY 2021-22 Budget-in-Brief document.

The Budget Transparency Tool provides residents and businesses with many views of the City’s FY 2020-21 Adopted Budget and prior year budget and actual revenue and expenditure data. The City encourages viewers to explore trends in revenues and expenditures over time; drill down into expenses by fund, department, or account type; display the data as graphs or charts; download data into Excel; and send comments directly to the City online.

The 12-page Budget-in-Brief document highlights major investments being made in the City of Milpitas for this fiscal year and provides facts about the City. It presents the major sources of funding and the services provided by the City, including the infrastructure it constructs and maintains. For questions and comments regarding the City’s budget, please email us at budget@ci.milpitas.ca.gov.

Plans:

Below are the current and most recent Budget and Financial Plan documents available for review and download. For the annual capital improvement programs please follow this link.

Appropriations Limit

Article XIIIB of the California State Constitution, more commonly referred to as the Gann Initiative or Gann Appropriations Limit, was approved by California voters in November 1979 and placed limits on the amount of proceeds of taxes that state and local governmental agencies can receive and spend each year. If an agency receives more revenue than the Appropriations Limit, the excess revenue must be returned to the taxpayers through a tax reduction or refund within the next two years. Alternatively, the agency can increase its Appropriations Limit through voters’ approval.

FY 2021-22 Appropriations Limit