08-15-2011 - Budget Workshop CITY COUNCIL OF EDGEWATER
BUDGET WORKSHOP
AUGUST 15, 2011
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
Councilman Justin Kennedy Present
Councilwoman Gigi Bennington Present
Councilman Michael Ignasiak Present
Councilman Ted Cooper Present
City Manager Tracey Barlow Present
City Clerk Bonnie Wenzel Present
City Attorney Aaron Wolfe Present
MEETING PURPOSE
Finance Director John McKinney identified the minor tweaks they talked
about since July 18 They presented to Council a week ago a balanced
budget across all funds of $33,137,861.
Mr. McKinney made a staff presentation by going through the attached
Powerpoint Presentation.
Councilwoman Bennington pointed out she had read in the paper this
morning that Volusia County was the third highest taxed County in the
State. She questioned why someone would want to build in Volusia
County.
Mayor Thomas asked the Council to write their questions and comments
down and to wait until the end of the presentation in order to
expedite things.
Mr. McKinney continued his presentation by describing the Taxes Per
Capita, Revenue Outlook, Budget Strategies Used For FY2012, Debt
Reduction, Budget Challenges, Funded Capital, Street Resurfacing, CIP
Projects, Fund Reserves, and Rate Study Status.
Councilman Ignasiak confirmed there was no cost increase for health
care. Mr. McKinney informed him there was not.
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Council Budget Workshop
August 15, 2011
City Manager Barlow commented on the health clinic concept and the
health clinic being open before October 1, which would give longer
walk in hours for any employees and /or family or any Florida Health
Care participant in Edgewater and Port Orange. He spoke of the co -pay
being half the cost by going to the clinic and the City providing gym
memberships for plan members. They will also be doing employment
physicals as well as workers compensation.
Councilman Kennedy felt it was good news that they weren't in any real
financial trouble. He then asked if the foul ball nets for the
baseball fields were included in the Hawks Park Improvements. City
Manager Barlow believed they already had the material. Councilman
Kennedy felt this was very critical. Leisure Services Director Jack
Corder confirmed it had been purchased and delivered to the site.
Scheduled to go up in the Fall was the netting to cover the whole
building and inside area again. Councilman Kennedy spoke of the
bleachers filling up quick and a lot of people not sitting on the
bleachers. Mr. Corder asked if he wanted the netting extended.
Councilman Kennedy described where he would like to see the netting
and incidents he has seen where someone almost got hurt. Mr. Corder
agreed to look at some type of design to see what he could come up
with. City Manager Barlow suggested also designating prohibited areas
where people shouldn't sit. Councilman Kennedy felt there wasn't
enough seating on the bleachers and that they should look at auxiliary
seating.
Councilman Cooper commented on the bleachers being stackable and being
added to. Mr. Corder informed him they couldn't add to those and they
would have to purchase new bleachers.
Councilwoman Bennington commented on the property values going down
15.4% in FY2012. She questioned if the 3% for FY2013 was in addition
to the 15.4 %. Mr. McKinney informed her it was. The $582,000,000 in
taxable value would reduce an additional 3% going into fiscal year
2013. He further spoke of the home sales prices starting to creep up.
Councilwoman Bennington felt it was great that they could bring the
millage down especially with the property values dropping. She asked
how long they could operate with the money set aside. City Manager
Barlow explained their normal operations as they are today and they
have met the 15% required by the Charter and the 60 day requirement
recommendation by GFOA. Technically it is 60 days. Nobody had really
done the numbers. It is their goal to shoot for 17% which is GFOA
which would be more than 60 days on a normal operation.
Councilwoman Bennington asked how they compare with their emergency
savings with other cities. She spoke of not knowing how long the
reserve would last in an emergency situation. Mr. McKinney spoke of
increasing the reserve over the last three years and most cities have
seen a reduction. They can't compare them to anyone else.
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Council Budget Workshop
August 15, 2011
City Manager Barlow commented on the budget process being a team
effort and a partnership by all of the employees.
Councilman Cooper commented on the large expense in IT. He questioned
that being rare for us. Mr. McKinney stated technology is power.
Councilman Cooper stated they have been increasing their technology
for the last three years. City Manager Barlow commented on this being
a transition year when they were mandated to go with the countywide
dispatch center and the costs associated with that as well as the
voice recognition system.
Councilman Cooper asked how many laptops were included. City Manager
Barlow informed him 36 for the City vehicles. Councilman Cooper
questioned if the Council would be getting the laptops they need.
City Manager Barlow stated they hadn't budgeted directly for that. He
also spoke about the IPAD, which was something they could look at.
Councilman Cooper expressed concern with using their personal
computers for City business which makes it come under the Sunshine
Law, which he didn't feel was very fair, as it is his personal
property.
There was further discussion regarding computers being confiscated if
someone is under investigation for a Sunshine Law violation.
Mayor Thomas didn't want a laptop. Councilwoman Bennington commented
on the IPAD and the money it would save because their agendas could be
placed on the IPAD. City Manager Barlow stated he could find the
money in the budget as it stands tonight.
Councilman Kennedy commented on why he felt the voice recognition
system was the best compromise as it related to customer complaints.
Councilman Cooper suggested for consideration that last year they had
a freeze for directors, assistant directors and supervisors on the
automatic raise. He suggested they freeze those positions again this
budget but he wanted to include so they don't have what they had
recently with the City Clerk's position that her and her assistant
fall under that 2% as well so they don't have to come begging to
Council. He questioned the assistant falling under a regular City
employee. City Manager Barlow confirmed that was correct. Councilman
Cooper wanted to see that that get adjusted there. He wanted Council
to instruct the City Manager that they don't do any reevaluations and
change job descriptions because they need to save a little money this
time for things that are going to come up that they aren't going to be
ready for.
Councilman Cooper asked Mr. McKinney on his projections for the
General Fund, they ended up with $581,000 which he made mention he was
holding to help pay into 2013's budget. He asked if the revenue
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Council Budget Workshop
August 15, 2011
projections were going to show that kind of overage again next year.
Mr. McKinney informed him at the end of FY2012 there would only be
$581,000 left. They went from two years ago to having $3 million
available to at the end of FY2012 there would only be $581,000
remaining. At the end of FY2013 that $1.3 million is gone. They will
have paid off FIND in its entirety.
City Manager Barlow commented on this being smoothing money they have
talked about in the past and the direction provided to them by Council
to pay the debt down which they have done, which has been a long term
savings. He further commented on not being reimbursed for overtime
costs if a small disaster is not declared. He cautioned the Council
not to reducing it any more than the $581,000.
Councilman Cooper commented on Edgewater's Council being the lowest
paid in the County. He recommended a $1,200 increase across the board
to the Councilmembers in this budget. If they can hold that money
against the 2% that they don't extend to directors, assistant
directors and supervisors that are in the high income level in this
City, it should be a wash.
Councilwoman Bennington stated they couldn't do it because of the
Charter. Councilman Cooper questioned being able to give themselves a
raise in the budget. City Manager Barlow informed him they could not.
If they were to make an adjustment to the pay, anything greater than
3 %, that wouldn't be effective for the present Council but for the
Council that would replace them at the next election. The way the
Charter is written every other year they get a raise no more than 3%
based on the CPI. Those positions saw raises in 2003, 2005, 2007.
They did not in 2009 and would be up for the 3% if the current Council
was to approve it and the CPI was 3.6. City Manager Barlow figured
out the 3% of the Council's salary to be $223 additional per year.
Councilman Cooper felt the Council was underpaid and to ask the
citizens to come forward and run for these jobs, they get what they
pay for.
Councilman Ignasiak felt attempting to raise their salaries at this
time sends out the wrong message. He would not take one if it was
offered to him. He didn't agree with the assessment that the amount
of money that is offered determines the quality of the individual that
sits on the Council. He didn't feel that was a driving force behind
it. He agreed they are under paid and under compensated but believed
the Council should set an example and send a message to tighten up the
belt.
Mayor Thomas stated he didn't do it for the money. He has never taken
any per diem for travel expenses. He felt they needed someone that
wanted to do it because they wanted to do it which is why he did it.
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Council Budget Workshop
August 15, 2011
Mayor Thomas expressed how proud he was of the debt reduction since
2005. He was proud of the decisions made by the current Council and
the previous Council to get rid of the debt.
Councilwoman Bennington commented on when she served on Council years
ago and money being pulled from the unreserved fund to balance the
budget.
City Manager Barlow stated he didn't get a good consensus of raises
for the Council.
Councilman Kennedy felt the $200 a year wasn't worth asking for.
Councilman Cooper stated it is never worth the money, it was just the
principle. City Manager Barlow suggested when things get better that
they do a salary study on the Council.
City Manager Barlow had year two of the step plan and the 2% he was
currently negotiating with the City employees to include directors and
supervisors.
It was the consensus to give a 2% raise to all City employees.
City Manager Barlow asked about the 2% for himself and City Clerk
Wenzel, the two Charter officers, who don't automatically get those
raises unless Council gives direction for those.
Councilman Kennedy questioned just giving City Clerk Wenzel a raise in
May in the amount of 5 %, which was retroactive to January. They were
talking about putting another 2% on top of that.
Councilman Cooper stated of all the other cities City Clerk Wenzel was
so far below. Councilman Kennedy informed him that wasn't true and
that she was on the high side of the middle in the comparison they saw
of the salaries of City Clerk's in Volusia County. He didn't feel it
was fair to give someone 5% in May and then throw another 2% on for
everybody.
Councilman Cooper felt the 2% for the City Clerk would be miniscule.
Councilman Kennedy commented on hearing from several City employees
that felt it was unfair that she got 5% and nobody else did.
Councilman Cooper commented on the raise being associated with the
certification she obtained. Councilman Kennedy had a problem with the
City paying for the education and then giving a raise too. He felt
the City Clerk got the raise in May, retroactive to January and now
they are going to give everybody, including her 2 %. That didn't seem
fair to him.
5
Council Budget Workshop
August 15, 2011
Councilman Ignasiak pointed out the City Manager and City Clerk
positions were exempt and outside that are not covered by union
contracts. Her credentials came up that brought her on par and the
compensation they gave her was right. If they are going to do 2% for
everybody else, they should do it for her. He didn't think 2% was a
significant amount of money and he felt it was right in the situation.
Mayor Thomas and Councilwoman Bennington agreed with Councilman
Ignasiak.
City Manager Barlow informed Council they had a tentative budget
workshop scheduled for August 29 but based on what they covered
tonight, he questioned if they needed to have that workshop.
Mr. McKinney stated Burton & Associates made a recommendation to hold
the 6% increase until after they meet with the Council and discuss the
rate study. If Council was in agreement with that he would redo the
budget, the tentative budget for the first public hearing to account
for the 6% not taking effect until January 1St
Councilwoman Bennington asked why they wanted them to hold off. Mr.
McKinney pointed out they verified the need for the 6% increase it but
they also feel there needs to be rate structure change, which always
goes better when they do the rate increase at the same time.
Councilman Cooper questioned if they lose revenue while they are
waiting for them to come back. City Manager Barlow felt they should
have this implemented by January. Mr. McKinney commented on the two
scenarios that would be presented by Burton & Associates on October
17
Councilman Cooper would say go forward with the 6% and don't lose the
revenue. They are going to make recommendations anyway and they can
address them and accept them or not. He doesn't want to see them lose
3% of revenue.
Councilman Kennedy stated what they are talking about is raising the
water bill by 6 %. What Mr. McKinney was saying was there was another
way to increase the revenue than just across the board 6 %. They are
going to offer them another alternative.
Mayor Thomas stated he would like to see what they have to offer.
Councilman Kennedy felt they should wait.
Mr. McKinney informed the Council they would be completely okay
holding off until January 1St
ADJOURNMENT
6
Council Budget Workshop
August 15, 2011
There being no further business to discuss, Mayor Thomas adjourned the
Workshop. The Workshop adjourned at 6:04 p.m.
Minutes submitted by:
Lisa Bloomer, CMC
7
Council Budget Workshop
August 15, 2011
Edgewater General Fund
Budget Workshop
August 15, 2011
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Median Sale Prices Single Family Residence
by Taxing Authority (with Sale Count)
" i
350,000
(D
250,000
CL
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200,000
C
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150,000
3 372
■_ M
Edgewater
$85,000
425 49 383
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15 202 943 489 ■ ,
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New Smyrna
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$160,000
lib 379
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2011 Tax Roll "Net" Value Change
Excludes New Construction, Annex, etc.
East Volusia Cities
Just
Taxable
Daytona Beach
- 8.20%
- 8.48 %
Daytona Bch Shores
-10.11%
- 10.23%
Edgewater
- 16.15%
- 16.07%
Flagler Beach
- 20.92%
-20.41%
Holly Hill
- 11.15%
- 11.70%
New Smyrna Bch
-4.51%
- 4.80 %
Oak Hill
- 9.03%
- 10.02%
Ormond Beach
-7.13%
- 6.55%
Ponce Inlet
- 8.27%
- 6.43 %fl
Port Orange
-3.66%
-3.41%
South Daytona
- 9.17 %°
- 7.80%
West Volus a Cities
Just
Taxable
Debary
- 7.80 %
- 7.18%
Deland
-8.56%
- 9.74 %
Deltona
- 19.95%
- 23.16%
Lake Helen
- 15.65%
- 13.38 %
Orange City
- 9.73%
- 10.36%
Pierson
- 16.29%
- 9.98%
Unincor
crated Count
Just
Taxable
County
- 8.98%
- 8.59 %fl
City of Edgewater
SFR Median Sale Price per S+gFt
2001 2002 2003 2004
2001 Real Estate Prices
2005 2006 2007 2008 2009 2010
Sale Year
$160.00
$140.00
$120.00
as
$100.00
v
L
o.
$80.00
d
$60.00
$40.00
$20.00
City of Edgewater
SFR Median Sale Price per S+gFt
2001 2002 2003 2004
2001 Real Estate Prices
2005 2006 2007 2008 2009 2010
Sale Year
2011 Challenge for the City of Edgewater
(and other taxing authorities)
Taxable Value are down. Budgeting the same spending levels will require raising the Millage Rate, which
will raise taxes on some taxpayers (most of whom will be resident owners with Save Our Homes
differentials left).
Otherwise, they will have to "cut spending." There is not a lot of middle ground here... only "What
portions of government services will you cut ?" or "how much of an increase can your residents stands ?"
2010
Ad Valorem
Budget (?)
$4,540,138
(Last year's
Property Taxes
at 6.591)
2011
Taxable Value
$ 5827726,592
(Down by 15.4%)
I• p.
Millage Rate (?)
.0078528 (7.8528 mills)
19.0% potential increase in
order to fund last year's
Ad Valorem Budget
... Managing the 2011 Budget while explaining potential increase in millage while managing delivery of
desired services to Taxpayers ..,.
Revenue Outlook
Historical Property Values & Ad Valorem Tax
Yr
FYO 5
FY06
FY0 7
FY08
FY09
FY 10
FY11
FY7 2
Value
Mills Tax
$ 6641137,932 -
$ 812,943,450 -
$1,089,419,939 -
$1,195,974,542 -
$ 981,6171652 -
$ 822,343,254 -
$ 688, 838, 957 -
$ 5821726f 592 -
6.45
6.45
5.70
5.20
5.90
6.36
6.597
6.47
$41125,604
$ 5,045,677
$5,983,622
$6,053,935
$5,606,749
$4,968,598
$4,313,737
$3,587,729
GF Budget
$13,194,640
$141136,921
$149107,382
$13,9349557
$1413569423
$12,544,666
$72,454,709
$11, 977, 422
U RVTI I XI Il Il
14,000,000
12,000,000
. 111 111
4,000,000
2,000,000
City of Edgewater ■ Tax Levy
Tax Analysis ■ General Fund
Mi ? - Mil - ?(M) - ?nnA -
2008 - 2007- 2006- 2005 - 2004 - 2003 -
5.20 5.70 6.45 6.45 6.95 6.95
14,000,000
12,000,000
MES M
4,000,000
2,000,000
City of Edgewater ■ Taxable Amount
2012 Taxable Value
?()I? - 201 1 - ?()I() - ?nnQ -
2008- 2007 - 2006- 2005 - 2004 - 2003 -
5.20 5.70 6.45 6.45 6.95 6.95
7,000,000
5,000,000
4,000,000
3,000,000
2,000,000
MUM
City of Edgewater
Tax Levy
)08 - 5.20 2007 - 5.70 2006 - 6.45 2005 - 6.45 2004 - 6.95 2003 - 6.95
M Tax Levy
10
14,000,000
12,000,000
E M
. 111 111
4,000,000
2,000,000
General Fund
0 General Fund
nni^1 -1 n1 1 -) n1n 1) nnn
2008- 2007- 2006- 2005 - 2004 - 2003 -
5.20 5.70 6.45 6.45 6.95 6.95
11
3,950,000
3,900,000
3,850,000
3,800,000
3,750,000
3,700,000
3,650,000
City of Edgewater
Tax Levy at Various Millage Rates
6.85 6.591 6.47
Tax Levy
12
Volusia's History of Real Estate Development
IK&IM two-is" 1"(►.Im ENO. U?O. "79 IM MOAM 2ow"M
350
300
250
o
UKII7
100
50
0
City of Edgewater
Taxes Per Capita
2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Taxes per Capital
14
Revenue Outlook
Revenue Outlook 2011 and Beyond
• Property Tax OutlooN
- FY2012-
(15.4 %)
-FY
2013-
(3.0 %)
-FY
2014
-0%
15
Budget Strategies Used For FY201 2
Maintained a hiring freeze
Eliminated vacated positions
Reduced Operating Budgets
Reassessed and Adjusted CIP Projects
► Adjusted Reserves
16
Budget Strategies FY201 2
• Compensation -Step Plan plus 2%
•Health insurance and other benefits
• No Projected Increase
*State Revenue FY1 2 decrease $1141973
*County EMS FY1 2 decrease 580,000
*Ad Valorem FY1 1 decrease $731,402 at
$6.47
17
General Fund
• 2005 - $91857,233
• 2006 - $89883,985
• 2007 - $7,618,910
• 2008 - $6,0707152
• 2009 - $4,6497000
• 2010 - $391415380
• 2011 - $29563,625
Debt Reduction
Enterprise Funds
• $37,001,425
• $345625,837
• $3157209482
• $28,841,268
• $255958,775
• $239796,360
• $21,837,783
on $22,457,250
Reduction
• $3,348,836
• $491707430
• $494279972
• $493039645
• $3,6709035
• $2,5369332
18
Budget Challenges
Current Year Budget at 75% of Year
General Fund
Animal Services
Water / Sewer
Refuse
Revenues
65%
61%
72%
57%
Expenses
69%
63%
79%
68%
Stormwater 67% 60%
Still maintaining all budgeted capital outlay
19
Budget Challenges
Current Year Cash Balance
General Fund
Animal Services
Water / Sewer
Refuse
Stormwater
$2,891,390
$ (169 540 )
$2,138,265
$ 938,326
$ 317,898
20
Funded Capital
-Police Pursuit Vehicle - $ 37,000
-IT Upgrades - 122,664
-Bush hog 21858
•W /S Infrastructure 629500
•Kenworth Loader 147,808
•Kenworth Semi 138,697
-Boom mower 120,123
-.Road resurfacing 150,000
$781,650
21
Street Resurfacing
•Cherrywood Lane $ 293325
-Edgewater Dr 263520
-Lone Pine Dr 133260
•Pinesedge Ct 115220
Mildwood Dr 48,535
•Parkwood Lane 169235
-Contingency 49905
Total FY2012 $1509000
22
CIP Projects
-Hawks Park Improvements
.YMCA HVAC Phase II
-US 1 Sidewalk Survey &
Design
•Total FY2012
Funding City Match
$ 80,305 CDBG 0
40,000 CDBG 0
19500,000 DOT 0
$1,620,305
23
Fund Reserves
As Stated by 9/30/10 CAM
•$599749500
General Fund Reserves
-Charter 16.71% $2,000,000 (Goal is 17 %)
General Fund Unreserved / Designated
•FY12 Budget $1,331,804 (used $750,000)
• Available $581,804 (unaudited)
-Designated F.I.N.D.
•$1,322,798 (used $515,639 -100% covered)
-Designated City Hall
•$200,000
(FY2012 budget brings total to $300,000)
24
Rate Study Status
-Burton and Associate to present rate study October 17
-They have validated current year rate increase of 6%
-Recommend delaying increase until January 1, 2012
-Will be recommending five year rate increase and rate structure
changes
25
QUESTIONS ??
26