08-16-2010 - Budget Workshop CITY COUNCIL OF EDGEWATER
BUDGET WORKSHOP
AUGUST 16, 2010
5:00 P.M.
COUNCIL CHAMBERS
MINUTES
CALL TO ORDER
Mayor Thomas called the Budget Workshop to order at 5:00 p.m. in the
Council Chambers.
ROLL CALL
Mayor Michael Thomas Present
Councilwoman Debra Rogers Absent
Councilwoman Gigi Bennington Present
Councilwoman Harriet Rhodes Present
Councilman Ted Cooper Present
City Manager Tracey Barlow Present
City Clerk Bonnie Wenzel Present
City Attorney Carolyn Ansay Present
INVOCATION, PLEDGE OF ALLEGIANCE
There was a silent invocation and pledge of allegiance to the Flag.
MEETING PURPOSE
The purpose of the meeting was to discuss the fiscal year 2010 -2011
budget.
City Manager Barlow informed Council they were going to get into the
budget and if they didn't finish their discussion tonight, they had a
tentative date scheduled on August 30 to reconvene at a second budget
workshop.
Councilman Cooper stated he met with Mr. McKinney before the meeting
to talk about many issues and he felt they needed two hours. They set
a meeting up for Thursday. He would be looking forward to the August
30 meeting because they won't be able to get this done until he meets
with him on Thursday. City Manager Barlow informed him when it got
closer to 6:00 p.m. they could decide whether to meet on August 30 or
for Councilman Cooper to meet with Mr. McKinney independently.
Councilman Cooper felt there were five or six issues that the Council
should be privy to that information too.
Finance Director John McKinney informed Council they had their public
hearings scheduled for September 13 and September 27 He delivered
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Council Workshop
August 16, 2010
to everybody, Council as well as the candidates, a balanced budget
book on Friday at 6.36 mills. He informed Council he reduced the
General Fund budget since July from $12,444,758 to $12,030,213, a
decrease of $414,545, which was largely comprised of a reduction in
debt service of $365,000. The other was a decrease in overall
operating costs. The overall budget included the Step Plan and
Stipend for the majority of the City employees.
Mr. McKinney then went over the attached Powerpoint Presentation by
describing the Revenue Outlook.
Mr. McKinney pointed out there was a 16.3% reduction in assessed
property valuation from 2010 to 2011. Mayor Thomas pointed out he had
cut the budget more than that. Mr. McKinney stated they reduced their
budget by $514,453 from 2010 to 2011. Mayor Thomas stated if they are
going down another 16.3% from last year then he has had to reduce the
budget that much more from last year. Mr. McKinney stated they also
the last two years had used pretty much all of their available
unreserved funds that had been saved from prior years. Even though
their ad valorem went down $829,229 from last year to this year, they
have maintained the level of service through the use of their
unreserved funds. Mayor Thomas asked if they had dropped any of their
services. Mr. McKinney informed him no.
City Manager Barlow commented on the 16.3% reduction being in property
taxes alone. Property taxes only make up roughly 34% or 35% of the
General Fund budget. Mr. McKinney stated next year they were probably
looking at another 17% decrease in their ad valorem assessed value.
They have seen a combined reduction of 42% of their assessed value in
the last three years.
Councilman Cooper asked Mr. McKinney if had any statistical
information regarding the additional 17% he was referring to. Mr.
McKinney stated he reported to Council on July 12 that he attended a
meeting that Morgan Gilreath spoke at where he said from January 1st
to September 30 as a whole the County had already seen a property
value reduction of 24 %. He was being optimistic it would be 17% for
next year after having been projected at 17% the last three years in a
row. The Property Appraiser's office feels pretty comfortable that it
would level out in the following year with at least a 0% status quo.
Mr. McKinney described the property values for this year as being just
above the 2005 level but the General Fund budget is down almost $1.2
million from this time six years ago.
Mr. McKinney then commented on the Budget Strategies Used for FY 2011.
Councilwoman Bennington asked if maintaining the hiring freeze would
be for the rest of the year so if they lose personnel they aren't
going to replace them. City Manager Barlow explained every position
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Council Workshop
August 16, 2010
that is vacated would be evaluated to determine if they absolutely
needed it or if there was a more efficient way to maintain the service
without the position.
Councilwoman Bennington was asking because of Mr. McKinney needing
another person. City Manager Barlow explained when Kathy Cornelius
retired, they held that position. They have restructured that
position and wrote a job description for an accountant and that was
included in the budget.
Councilwoman Bennington asked about using some of the unreserved funds
to help balance the budget. She asked how much they would have left
in unreserved funds once they completed this budget and what they were
allocating this year for unreserved funds. Mr. McKinney informed her
they were allocating just under a million dollars, $976,000 in fiscal
year 2011. They have used $320,000 in fiscal year 2010.
Councilman Cooper asked City Manager Barlow to expand on the number of
positions that have been frozen. City Manager Barlbw commented on the
positions that were vacated this year alone in the General Fund and
Enterprise Fund. He made mention of the operating budget being in the
FY2005 era as well as the number of employee positions. He also made
mention of the population and the business and service demands
increasing. He then commented on the dedication of the City
employees.
Mr. McKinney then commented on the Budget Challenges with regard to
Debt Reduction.
There was a brief discussion regarding reducing the debt service.
With $700,000 total debt issued, it will cost them around $50,000 a
year. Mr. McKinney commented on saving considerably in the overall
debt service by going with a balloon payment and paying it in five
years instead of seven.
City Manager Barlow commented on receiving clear direction from the
Council a couple of years ago to work the debt down in the General
Fund, which he felt was an indication they have worked that debt down.
Mr. McKinney described the debt service as going from $1.5 million in
FY2009 and FY2010 to just under $1.1 million in FY2011. They are
looking to see a substantial decrease, down to $730,000 in FY2012.
They only have four more years of debt, not including Fire Station 55,
obligated by the General Fund. He further commented on always saying
the level of debt held by the City is extremely low. How they are
paying for it is a challenge but the overall debt is extremely low for
a City of this size.
Mr. McKinney then commented on the Budget Challenges with regard to
Wachovia #26 and #34. He commented on having the opportunity to pay
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this off early and asked for Council direction. If he paid it off
tomorrow, the City would save $3,740.32 in interest.
Councilman Cooper questioned paying it off with money in the General
Fund and Stormwater Fund and not touching the Reserve. Mr. McKinney
informed him it would touch the Reserve. He would be taking $79,933
out of the Reserve. He confirmed this was out of the Unreserved
Funds, which would leave a balance of $232,436.
City Manager Barlow reminded Council they were in a workshop and they
could give consensus but he would be bringing it up under his report
at the Regular Meeting where they could give formal approval there.
Mr. McKinney informed Council the budget built was based off of them
giving guidance to go ahead and pay it off.
Mr. McKinney then described the Cost Allocation from Enterprise Funds,
General Fund Capital, General Fund CIP and its Funding Source.
There was a brief discussion regarding the YMCA air conditioning
issues.
Mr. McKinney then commented on the General Fund Unfunded CIP in next
year's budget with regard to road resurfacing. They felt comfortable
putting this off one more year as they look into the 2012 year, due to
the reduction in debt service and possibly some other cost savings.
Councilwoman Bennington asked Environmental Services Director Brenda
Dewees if they let those four streets gb until next year what would
happen to the other streets. She asked if she had them ranked
according to cost or priority. Ms. Dewees informed her they were
priority ranked. Councilwoman Bennington asked if they could really
afford to put off any of the streets. Because of the four streets
being listed at the bottom of the priority list she felt it implied
they really couldn't wait another year for some of the other streets.
Ms. Dewees explained if Council wanted to postpone it and not increase
the millage rate any further or do the paving, they felt comfortable
they could wait until next year. Councilwoman Rhodes pointed out she
was talking about all of it, not just the four.
City Manager Barlow informed Council none of the roads were in the
budget and if they wanted to do it they would have to increase the
millage. Mr. McKinney pointed out if they did the top six streets, it
would be an increase in millage of .2419. Councilwoman Bennington
wanted to know how much that particular cost was to each property
owner. City Manager Barlow informed her every property owner's value
was different. Mr. McKinney informed her assuming everyone was equal,
which they aren't, it would be $12.20 for the year.
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Council Workshop
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Councilwoman Rhodes asked if there was a way to make road resurfacing
an Enterprise so they are billed equally for it on the water bill.
City Manager Barlow commented on Daytona Beach doing something similar
in the International Speedway area where they designate a district and
they put an assessment on that district because it brings a value to
that area so they would have to do a special assessment, which would
require a voter referendum.
Mr. McKinney informed the Council the additional millage to do the
resurfacing would bring the millage rate to 6.6019. Councilwoman
Bennington wanted people to realize the actual cost to them for them
to do something like this. Mr. McKinney also pointed out at 6.36
mills they would no longer have the highest millage rate in the
County.
Councilwoman Rhodes expressed concern with having a whole new list of
priority streets next year to be resurfaced that would be put off
another year. She asked if this would be compounding a problem. City
Manager Barlow informed her it was and that was the unique challenge
of running a government in this recession. It's the balance of
services and at the same time being able to take care of the taxpayers
who are struggling too. He further spoke of doing the very minimum
services they can possibly do until the economy turns. Councilwoman
Rhodes would rather pay $1 a month now than $5 a month next year.
Councilwoman Bennington expressed concern with putting the streets off
and the Council as well as the employees having to contend with the
people constantly complaining about it. City Manager Barlow commented
on it being a balance. Either they pave them and make them happy
there but they increase the millage and then they have the others that
are unhappy if their streets didn't get paved and the millage went up.
Mayor Thomas commented on everybody being in a bad situation right
now. He knows the streets are bad because he has driven them but
everybody is going to have to realize they are going to have to give
up a little bit.
Councilman Cooper commented on the program they had a few years back
where they would pave three streets a year. He asked if they were to
allocate this and get the ten streets done, what would they be looking
at next year. He asked if they could get back on track where it is a
workable budget item of only three streets. City Manager Barlow
informed him these were the top ten streets and not the only streets
that needed to be resurfaced. He also pointed out the streets were
evaluated every year.
Councilman Cooper asked if this was approved when the residents could
look forward to having those streets done. City Manager Barlow
commented on sharing costs if there are other projects going on in the
area. They try to find the most efficient time to do it.
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Council Workshop
August 16, 2010
Councilman Cooper wanted to see this be a priority and done as quickly
as they can.
Mayor Thomas wanted each one of the Councilmembers to drive the
streets so they could make a more cognizant decision.
Councilwoman Bennington felt they needed to wait until next year.
Councilwoman Rhodes agreed. Councilwoman Bennington spoke of bringing
it up as an issue they needed to address. She wanted the people to
be aware that part of the reason they weren't paying higher taxes was
because they were cutting services.
Mr. McKinney informed Council in 2012 they had to do a State Highway
report. If they don't do it when the paving assessment falls off and
they reduce any of their road expenditures, they do stand to lose some
State revenue. It is important to maintain a certain level of road
improvements, repairs, etc. because a lot of their State revenues are
based on what their spending is.
Mr. McKinney continued his presentation with regard to the Budget
Challenges by describing Good News - Fund Reserves. He referred to
Page 15, Tab 2 which shows the detail of the General Fund Unreserved
$984,703 proposed to be spent in FY2011.
Mr. McKinney presented a recap of the General Fund budget.
There was a discussion regarding fees being established by various
agencies and discrepancies in the budget with regard to revenue.
Councilman Cooper stated he had many entries where they were showing
the actual higher than what the new budget is. He asked Mr. McKinney
to explain that. Mr. McKinney informed him he would need each line
item. City Manager Barlow commented on State Revenue Sharings
trending down and the revenues declining.
Councilman Cooper asked about the Supplement Fuel Tax Refund showing
an actual of $12,000 and they only budgeted $10,000 and they still
have five weeks left. Mr. McKinney explained this is based on what
the City has spent for fuel. He then commented on the City's fuel
consumption being way down due to having newer fleets.
Mr. McKinney continued his Powerpoint Presentation by describing the
Enterprise Funds with regard to Rate Increases. On the Water /Sewer
side, there is no way they can maintain operations and the renewal and
replacement of their plant without an increase.
There was a discussion regarding the residential consumer ratepayers
seeing no change in their base rates since October 2008 which averaged
5 % .
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Council Workshop
August 16, 2010
Councilwoman Rhodes questioned the automatic increase they put in
place to keep pace with the money they were losing. Mr. McKinney
stated in 2009 they did propose an increase to stay with CPI but
Council elected to hold the line so there was no increase in property
taxes or rates.
Mr. McKinney informed Council with the reduction in the SRF refinance
they were able to set aside in this year's budget $250,000 in
undesignated projects for emergencies. They had used every last dime
of that money this year. They are at the point that they cannot
continue operations without some kind of major capital improvement in
their facilities.
Mr. McKinney further commented on setting aside $500,000 in Refuse and
$50,000 in Stormwater for the acquisition of a new Public Works
facility. They have outgrown the old facility and they realize they
need to start planning to acquire a new plan. He commented on the
Water and Wastewater Plants needing to be expanded due to the future
Restoration project, which would be paid for by impact fees.
Councilwoman Rhodes asked if it was possible to raise rates to people
who live outside the City. Mr. McKinney stated they already had an
upcharge of 25 %. Councilwoman Rhodes asked him if they could raise it
to 35 %. Mr. McKinney informed her they did a rate review of other
agencies and some agencies do charge higher rates outside but they
aren't doing it by the 25 %. He believed by Statute that was the most
they could upcharge people outside the service area. He reminded
Council their biggest outside customer was Volusia County. They use
some of their wastewater capacity so if we increase their rates they
are just going to raise our rates. Councilwoman Rhodes stated they
use way more of our water and they pay less for it. She felt they
needed to pay more for it so the people that actually live in the City
don't have to pay as much. The County is always socking it to the
City and she sees no problem with being reciprocal in that.
City Manager Barlow commented on being in an agreement with Volusia
County that established the wholesale rate. He spoke of having to
notify them of a wholesale rate increase by April.
Councilwoman Bennington asked if they increase their rates 5% to their
citizens that it wouldn't affect the wholesale rate they sell it to
Volusia County for? They can't increase that by 5% and still maintain
the 25% level. City Manager Barlow informed her they do. Mr.
McKinney informed her he would come back to Council with a fee
resolution and that fee resolution includes what the rates are.
Councilwoman Rhodes stated raise it 10% and leave it alone for us.
City Manager Barlow informed her it would no longer be a wholesale
rate and they would have to renegotiate a retail rate to the County.
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Council Workshop
August 16, 2010
Mr. McKinney referred Council to Page 108 of the Budget and commented
on the consumption history in Edgewater radically changing in the last
two years. Even at a 5% increase, it will bring in less revenue than
they budgeted in the current year. He spoke of not realizing 12
months ago that the consumption would go down as much as it had. At
the 5% they are only maintaining their current level of operations.
There was then a discussion regarding why if the consumption goes down
the cost doesn't go down. Mr. McKinney commented on their cost not
increasing that much whether they treat 1,000 gallons of water or
wastewater or 50,000 gallons.
There was then a brief discussion regarding having less personnel if
there isn't as much consumption and the plants already being at the
minimum staffing levels.
Councilwoman Rhodes wanted to find somewhere else to get the 5 %. Mr.
McKinney referred Council to Tab 9. City Manager Barlow pointed out
where they were headed with this with the reduction of 5% the only
thing they could do was reduce some of the needed projects that have
been put off for quite some time. Pay for it now or pay more for it
later. He then commented on urging water conservation such as
fixtures but this also reducing the product they are selling. Just
because they reduce the amount of water they are selling it still
costs about the same to treat what they do sell and have that
availability.
Councilwoman Bennington stated this is an Enterprise Fund so it's not
like they are slapping a tax on them that they can't change. They can
control the amount of water and sewer they use if they are
conservative and watch it.
Councilwoman Rhodes stated and they are obviously using less and are
going to be spending the same amount of money for less water and she
had a problem with that.
Mayor Thomas asked Mr. McKinney how much longer he thought his
presentation would take. Mr. McKinney informed him ten minutes. It
was the consensus of Council to hold a second workshop on August 30 th .
Councilman Cooper asked City Manager Barlow if they were further down
the road with the negotiations they had ongoing for additional water
usage with our neighbors to our south. City Manager Barlow commented
on making progress with that. They were hoping to have it back before
Council before the end of the calendar year.
Councilman Cooper asked if the consumption would offset the increase
that Councilwoman Rhodes was speaking about or if they would still be
short. City Manager Barlow informed him it was a step in the right
direction and they would have more customers. It wouldn't completely
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Council Workshop
August 16, 2010
offset the 5%. He cautioned Council because they didn't know where
the negotiations would end that they balance this budget out based on
where they hope that agreement may land.
Councilwoman Rhodes asked if when they come back with this they could
find out what other cities pay for water.
ADJOURNMENT
There being no further business to discuss, Mayor Thomas recessed the
Workshop until the Regular Meeting to be held at 6:10 p.m.
Minutes submitted by:
Lisa Bloomer
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Council Workshop
August 16, 2010
Gtv of
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ixrt. 1951
City of Edgewater
Budget Workshop
August 16, 2010
Revenue Outlook
Historical Property Values & Ad Valorem Tax
Yr
FY05 $
FY06 $
Value Mills
664,137,932 - 6.45
812,943,450 - 6.45
FY07
$1,089,419,939 -
5.70
FY08
$1,195,974,542 -
5.20
FY09
$ 981,617,652 -
5.90
FY10
$ 822,343,254-
6.36
FY11
$ 685,099,203-
6.36
Tax
$4,125,604
$5,045,677
$5,983,622
$6,053,935
$5,606,749
$4,968,598
$4,139,369
GF Budget
$13,194,640
$14,136,921
$14,107,1382
$13,934,f557
$14,356,423
$12,544,666
$12,030,213
2
Revenue Outlook
Revenue Outlook 2011 and Beyond
• Property Tax Outlook
- FY 2011
- FY 2012
-(16.3%)
-(17.0%)
-FY 2013 -0%
3
Budget Strategies Used For FY2011
• Eliminated positions
• Maintained a hiring freeze
• Proposed Step Plan &Stipend for employees
• Reduced Operating Budgets
• Used Prior Year Cash Savings
• Reassessed and Adjusted CIP Projects — ARRA
• Adjusted Reserves
4
Budget Challenges
General Fund
• 2005 - $9,8575233
• 2006 - $85883,985
• 2007 - $71618,910
• 2008 - $6,0703152
• 2009 - $4,6493000
• 2010 - $3,141,380
Debt Reduction
Enterprise Funds
• $37,0015425
• $3456255837
• $3157205482
• $28,841,268
• $253958,775
• $233796,360
Total Reduction $19,920,918
Reduction
• $35348,836
• $47170,430
• $4,427,972
• $493033645
• $396703035
5
General Fund
02011 $111267420
•2012 $ 752,500
•2013 $ 495,943
Budget Challenges
Debt Reduction
Enterprise Funds
•$115961456
•$11469,285
•$1,538,790
Reduction
•$27722,876
•$2,2213785
•$230343733
Budget Challenges
Debt Reduction
Wachovia #26 and #34
$627,552.54 Outstanding
Per Diem Charge per day $92.88 or $4,179
Interest to be earned $439.29
City Can Save $3,740.32
Money is available in General Fund & Stormwater.
7
Budget Challenges
Cost Allocation from Enterprise Funds
E
General
Water /Sewer
Refuse
Stormwater
2001
459,726.00
(279,981.00)
(131,200.00)
(48,545.00)
2002
600,000.00
(400,000.00)
(150,000.00)
(50,000.00)
2003
918,000.00
(712,000.00)
(154,500.00)
(51,500.00)
2004
755,000.00
(500,000.00)
(200,000.00)
(55,000.00)
2005
1,412,650.00
(1,150,000.00)
(206,000.00)
(56,650.00)
2006
1,408,500.00
(1,005,000.00)
(294,000.00)
(109,500.00)
2007
624,340.00
(624,340.00)
2008
-
-
-
-
2009
70,736.00
(70,736.00)
2010
659,105.00
(451,855.00)
(151,634.00)
(55,616.00)
2011
672,267.00
(460,837.00)
(154,667.00)
(56,763.00)
E
Budget Challenges
General Fund Capital
-Two Police Pursuit Vehicles - $ 749457
-Code Enforcement Replacement - 17,275
•Total Capital FY2011
$ 91,732
Budget Challenges
General Fund CIP
-Station 55
-YMCA HVAC
-Chamber Bathrooms
$ 2,060,357
96,615
62,250
.30th Street Sidewalk 606,619
•Total Capital FY2011 $ 2,825,841
Fundinq Source
-Debt Issuance $ 700,000
-impact fees
-Grant funds
-Other
•rota
370,653
1,692,938
62,250
$ 2,825,841
10
Budget Challenges
General Fund unfunded CIP
STREETS TO BE RESURFACED
COST
$ Milla e
Pine Tree Dr 442 to 12th
$65,120.00
0.100
River-view Dr 8s Monson Rd
$29,600.00
0.045
Evergreen Ave US to Riverside
$17,390.00
0.0267
Mockingbird Lane
$9,620.00
0.0148
Orange Ave US 1 to Riverside
$18,500.00
0.0284
homas St US 1 to Riverside
$17,020.00
0.0261
ildwood Dr *
$79,032.00
0.1214
Lone Pine Dr *
$11,544.00
0.017
Cherrywood Dr *
$25,530.00,
0.0392
Ines Ede Ct *
$9,768.001
0.015
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Budget Challenges
Good News - Fund Reserves
As Stated by 9/30/09 CAF R
45,7261394
General Fund Reserves
-Charter 15.77% $158975188
-Budget Stabilization $1,065,558
General Fund Unreserved
•FY10 Budget $319,512
•FY11 Budget $984,703
12
Enterprise Funds
Rate Increase
-Water / Sewer 5%
-Refuse 0%
•Stormwater 0%
13
Enterprise Highlights
Water & Sewer
•$51000 - 3 yr sampling for inorganic, lead & copper
•$20,000 - electrical improvement SE Storage tank
•$20,000 - lighting improvements at WTP
•$14,000 - DEP & DOH permit fee ($800)
•$10,500 - increase in lime cost
•$115,000 - removal of sand from BNRB
•$27300 - compressor replacement
•$37000 - ice machine replacement
Refuse
•$67590 - spotter training for employees
Stormwater
•$10,000 - herbicide spraying 14
Budget Challenges
Enterprise Capital
-Water / Sewer
-Refuse
•Sto rmwate r
$128,965 page 135
$835,300 page 150
$300,000 page 157
15
Budget Challenges
Enterprise CIP
-Water / Sewer $1,376,153 page 143
•Stormwater $ 312,750 page 160
16