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HomeMy WebLinkAboutCity Council Meeting - Council Workshop - Minutes - 11/06/2001 i COUNCIL WORKSHOP MINUTES NOVEMBER 6, 2001 COMMITTEE MEMBERS PRESENT: President Leona Orr, Tom Brotherton, Tim Clark, Connie Epperly, Judy Woods, Greg Worthing, Rico Yingling STAFF PRESENT: Mayor White, Mike Martin, Don Wickstrom, Fred Satterstrom, Katherin Johnson, Steve Hamilton, Cyndi Wilbur, Chuck Miller, May Miller, Dena Laurent, Marty Mulholland, Cliff Craig, John Hodgson, Jacki Skaught, Sue Viseth, Jackie Bicknell The workshop began at 5:03 PM. 2002 Budget and CIP Mayor Jim White —It's my privilege to present you the 2002 Preliminary Budget, which totals $135,617,000 with about $65 million in the General Fund. It is balanced as the law requires and maintains all current services despite a declining economy. It continues to emphasize public safety while addressing our community's core issues of traffic and transportation, economic development, and quality of life. Both the Kent community and the city's fiscal condition are changing. While our population has grown to more than 82,000, our city revenues show that the local economy has followed the national downward trend. While this pattern was evident throughout the year, the decline has worsened since the terrorist attacks on September 11`h. For those reasons, this budget was among the hardest to balance in recent memory. It does not include any new positions and I don't • think it includes a tractor. This is very unusual. I have only had to do this once before. It acknowledges the reality of our fiscal condition, despite this and other strategies used to reduce spending. Balancing the budget will require using $1.2 million of city reserves. This still leaves about $5.2 million in reserves. It's not my preference to see our reserves drawn down,but by conservative fiscal management we've built these rainy day funds during the good years precisely for times like these. This will allow the city to continue delivering the current level of service that residents have a right to expect even during economic interruptions, and council is to be commended for what we've done through the years to build these reserves. An issue of I-747 on the ballot today would further limit the city's fiscal flexibility, if passed, and in keeping with my conservative approach to the budget I've assumed the passage of 1-747,which limits property tax increase to 1% over last year for about $197,000. If it fails, then I'll direct staff to reexamine our revenue options and we'll come back to council and talk about that. In the wake of the terrorist attack, the sales tax revenue forecast decreased for the remainder of 2001 to about 3.9% under budget. Sales tax also decreased for the 2002 budget by an additional $711,000. No real economic growth was added. Also, I continue to recommend the 25% allocation of sales tax to the Capital Improvement Fund to provide funding for the various capital projects. We just have so many needs in those areas. We've increased our energy costs budgets and have passed through a Metro rate increase to our wastewater customers. Other General Fund revenues were budgeted at about the same level as 2001 with little or no increases for growth. This budget also assumes passage • of the King County EMS Levy,which supports Kent services. Total General Fund revenues are budgeted to increase 4.4% by 2002. The budget will provide what we call life cycle maintenance of our buildings, parks, and streets. This will ensure that the investments we have already made in our Council Workshop, l l/6/01 2 city infrastructure are protected and in some cases enhanced. I've included funds for replacement of • police vehicles, fire, and maintenance equipment. The budget also funds continuation of corridor projects and the second supply water project, a new youth ball field, and infrastructure at Kent Station. It bolsters our self-insurance fund, as is prudent in lean economic times. Additional explanation on how the budget responds to our strategic planning goals is operative, the more detailed message at the beginning of the preliminary budget document. We have carefully prioritized the unfunded budget requests and if revenues improve significantly at some future date I may return to you with a proposal to add some or all of these positions to the budget. Among those requests are 12%2 positions considered to be a high priority. They include six public safety position police officers, two firefighters, one code enforcement officer, two and one- half parks maintenance workers to maintain newly completed parks, two positions in public works, a transportation planner, and a human resource specialist to help with the implementation of benefits including PERS 3. Staff and I are available to help facilitate your review of the budget and to answer any questions you might have. I'm proud of the City of Kent and what we have accomplished working together, all of us, and when I say I'm proud of this council, I really am. Great folks to work with. We've all worked hard to create a city that reflects the vision and goals of our residents and I believe this proposed budget continues that tradition. Thank you for your attention. Chief Administrative Officer Mike Martin—I've never been involved in a project that started out with a premise of no new positions. It's really not a normal situation,but I think it underscores the situation that we're in. I think if there were a theme to this budget,it would be one that it's extraordinarily lean. Also, that it is very flexible. It's kind of a wait and see budget. Best indications • are that this downturn is going to be with us for at least 18 months and as an organization you don't like to think of losing revenue for that period of time, but if we do we are in a good position to handle it. The thing that impressed me most during the preparation of this budget was that the members of the organization came forward with proposals that I didn't have to parse through and look for a lot of data. I did look for a lot of guidance to convey to our staff and others,just asking for advice. I'm used to getting budget requests that require hours and hours and days and days, weeks and weeks of trying to figure out what's real and what's not real. The departments all came through with requests of the things they really thought that they needed. They knew in advance that I couldn't recommend to the Mayor that these all be funded, but nobody griped about it. I think that the message that I wanted to leave you with was that although we appear to be in uncertain economic times, the organization is very healthy. It's in exactly these sorts of times that you want to have a healthy organization,because they're flexible. They can hunker down when they need to, they can take advantages of improvements in the economy and this is a great credit to them and it's a great credit to the years that they've had the leadership that said this is the direction to go in. There is an extensive budget message in the first part of the budget and the things that you're used to hearing, I think verbally, are all contained there and a lot more. The budget document looks quite good. There's a lot of real solid information there. We'll make sure it gets distributed appropriately to the public. Finance Director May Miller—I just have three points I'm going to make tonight. I'm going to go over three key facts and then the process, the calendar, where we are, what's next. The Table of Contents kind of shows how each section is grouped. Then comes the Mayor's letter and some vision and calendars. Capital hnprovement Plan: This section is from 2002 through 2007 and includes not only the current CIP money but also future bonds, LID's, grants. This is the long-term six-year plan in all the capital areas. General Fund: Most of the staff is in this section and where the tax revenue Council Workshop, ll/6/01 3 goes. Special Revenue Funds: Gas tax money and like funds. It is money that comes and can only be . spent on roads and road-type projects or special money that is earmarked for, like the Youth/Teen Excise Tax that was specifically set aside for that—money that is specifically set aside for specific projects. We receipt it here and transfer it out either back to the General Fund where the staff is or over to the Capital Projects where the money is spent. Debt Service Funds: Has all the general government debt which include voted debt, councilmanic, and LID debt. That does not include the water or sewer debts because they are business of their own. They have their own source of revenue to pay their own debt. We try to group it so you can find everything together in one place. Capital Projects Fund: This is just the 2002 portion and is just like the street money, parks real estate excise tax or the capital money. Enterprise Funds: These are the utility funds which include the Water Fund, Sewerage Fund, and the Golf Fund where they actually collect fees,pay their own bills,pay their own debt and operate completely separately, like a business. Internal Service Funds: These are funds are where we do work in the city, where we maintain and buy all the vehicles, and then we allocate those costs out to the department. We have our insurance, facility and fleet maintenance, and central service type functions where it's easier to pay all the bills in one area and then allocate costs out. Trust and Agency Funds: These are two very small funds. One is the Fire Relief and Pension Fund that was established many years ago before we had our retirement and it still pays pensions of a few of those firefighters and we have to keep it separate as a trust type fund. There is also a small economic development fund that is kept separately for accounting purposes. Statistics: There is a lot of comparison about what rate of property tax we collect, what percent of our property tax bill goes to the city, county, and state. We've added some economic information. The very last page you can see what the population is, how many employees we have. Just very brief statistics. There are two pie charts on page 23 and they include all the funds of the entire city. Taxes provide 47.1%of our money. Last year, taxes were 50.8%. The money we're getting for taxes is actually going down. That means we're continuing to charge for services. 46.2% for salaries, last year 45.8%. It's gone up as COLA's come forward—3.9% COLA last year. That drives the salary side of the picture up. The service and charge allocation is the next largest area and that's primarily the amount we pay Metro. It's also our own electricity and utility costs. The fund structure on page 35 shows what the total budget is and the different kinds of funds. The Capital Improvement Program is six years and taking all the money the departments have asked for in six years, where is the money coming from. General government, which is part of the Projects Forecast, is kind of misleading. It is all the automation, which really benefits all of the projects. It shows we're quite a balanced city and where the money comes from and also how the money is spent. The General Fund section lists all the revenue. That is where we pay police, fire, parks, and street maintenance, and 77.5% of that revenue is tax money. We are very dependent in the General Fund on tax revenue. The sales tax in total is up 1.5%. That is projecting some recovery toward the end of next year and looking back at this year's budget, it was quite lean. The biggest change is the Utility Tax and that's not showing any rate increase for next year, only Utility Tax coming in at the rate it's coming in right now. That's the significant portion of revenue that really helped keep the budget in balance for next year. The usage would stay the same. No matter what we budgeted last year, it's coming in about 20%higher consistently all year long. It will continue next year at that same 20% . higher than last year's budget. We could have gone in and adjusted last year's budget,but we left it the way it was. There is detail on pages ten and eleven that shows, on the graph,how it's been coming in all year, every month, and year to date and all the individual taxes. How much we've brought in through August, and we base the revenue for next year based on where we believe they'll Council Workshop, 11/6/O1 4 really come in through the end of December, not based on budget but based on what we believe the . actuals will be. Property tax, sales tax, and utility tax are the three primary taxes that provide most of the revenue for next year's budget. On page 21, look down the Budget Change column and you'll see that the major increase is in the Capital Project area. That's the majority of the increase. Councilmember Rico Yingling—I want to know why there's a difference between the total revenues and the total expenditures. How do you explain the difference? Council President Leona Orr—You look at page 22 and all funds, revenue by source, you've got $129 million, then all funds expenditures by object, you've got $135. You've got those pages side by side and they don't match. Nobody who reads through this is going to know to go back a page or forward a page. It needs clarification. Rico Yingling—Which is okay,but it would suggest that we're going to draw down our balance by six million. May Miller—And, in some cases we are. Some cases, like in transportation projects, we issue bonds. We have money and we go ahead and budget and draw down. If you look at the total of the fund balance we still have a$24.751 million citywide fund balance. You can look and see in the areas where there is actually a draw down of the fund balance. Rico Yingling—On page 20 it indicates there's a$6.1 million reduction in the fund balance. May Miller—And I think that's about what it runs every year. This year it is probably a little bit hard because we have not had to pull down the General Fund balance ever. I'll get last year's to see if that's about similar with last year. If you go back to the General Fund section on page three, this is similar to the monthly reports we give you,but it shows the total revenues for 2002, 2001, and 2000 - all comparisons so you can see how that's changed. It hasn't really changed that much from what we . brought in 2002. On the Expenditure side, our salary has gone up because of COLAs, but the second line down under that is some savings that the state put in. Retirement savings. They actually reduced the retirement rates that the city has to pay and that achieved a savings of$400,000 and $800,000 next year, so we picked up a$1.2 million because of that. In addition to that, down towards the bottom, we actually took advantage of deferring some equipment rentals, equipment replacement and were able to transfer back $451,000 that we had set aside in Equipment Rental Fund, still leaving them a$2 million fund balance,but deferring some of the replacement equipment. That is using $1.2 million of the fund balance,bringing it down to $5.2 million or 8.1% as opposed to the 10%. It really shows that we put the money aside for a good reason. Introductory pages 32-33. I can remember, it must have been 1982, we started out with $500,000 in fund balance and we kept increasing that until we got to the 10%. You'll see we didn't achieve that until 1998. We maintained that 10% and this budget is now pulling it back down to 8.1,but we still have $5.2 million. hi addition to that, on the following page, there is still some money available, $691,00 that we could use in the Capital Fund that's not budgeted. We're not recommending that right now, but that is a possibility. There is some money that isn't budgeted for fire replacement that we could use, and in addition to that, we could defer some of the sales tax maintenance and add another million and a half or even some of the street gas tax that could be used for maintenance could be applied to the General Fund. So on a real, real rainy day we still have 13.7% available and that's what the bond agencies look at,not only what we budget in the General Fund, but where else do you have available sources that you could pull on if you need to. I think we're in healthy condition. I know that when I talk to the bond agencies before, one thing they really looked at is, if we're having • downturns what are we doing about it? And,how we will safeguard ourselves against other events. Rico Yingling— Is it the Capital Fund that is the other five point something million dollars that is being drawn down? May Miller—In the Capital Improvement Fund, if you look at that Council Workshop, 11/6/01 5 increase/decrease, you'll see all the bracketed amounts are what is drawing down the fund balance. • Every year in the budget we always plan to draw down some of our beginning fund balance in the General Fund, because what we try to do is have a really good year, have some money left over that we can pull down. We would have pulled down a$1.6 million anyway and still been at 10%. Part of our budget practice is to budget very lean and expect to bring in more money,which will start next year, and we'll use some of our fund balance in the General Fund. Rico Yingling -Why does it show the General Fund balance decreasing$2.9 million? May Miller- Because we have money left over in the year and we always budget beginning fund balance to start our budget. Rico Yingling-We've been saying that it was $1 point something million. This shows that it's$2.9 million. May Miller-I can do a comparison for you. I think you'd have to go back to that other page where the General Funding is. Mike Martin-Every year we draw down some amount of the General Fund, even when we don't go into our reserves, and that amount might be$2 million for example in a good year and this year we drew down not only the amount needed to go into contingency reserves of$1.2 million, but some amount in addition. But every single year we draw down the fund balance because we overbudget to get us above the 10% contingency. May Miller- If you look at last year's budget you'll see that we were going to drawn down the General Fund fund balance by$3.761 million last year so we've improved that. That's being very conservative and if you have money left over, you can spend it. Last year we were going to have $3.7 million left over and still maintain a 10% fund balance. Mike Martin-If we wanted to end the year with $6 million in fund balance, which is 10% and say last year we actually ended up with$8 million, we would draw down $2 million. In other words,we would go into fund balance for$2 • million, maintain that $6 million and apply the $2 million towards something else in the General Fund. This year we went even deeper. We not only took off, we went into our contingency reserve another$1.2 million. May Miller- Some cities move beginning fund balance and call it revenue. To me it isn't really revenue and we like to put it at the bottom of the sheet, but it does cause some confusion when we're doing a presentation. Rico Yingling-So you've really drawn down your fund balance by$2.9 million, but $1.2 million of it was actually to go below the designated contingency. May Miller-Exactly. The only other pages that I want to go over are the calendar. In two weeks we'll be back to Operations with the document and can spend most of the hour, or if you want to have a longer meeting, going over the budget document, any division you'd like, section, revenue or answering any questions. On November 201h, we will have a public hearing for the budget and the tax levy ordinance at the council meeting. Budgets will be available at the City Clerk's office, Finance, and the Library so the public can get them. On December 41h, at the Operations Committee again, we'll be able to discuss the budget. At that time, we should have all the tax levy information, the final assessed valuation, final new construction valuation and all adjustments, and we'll be able to bring back a tentative tax levy ordinance for you to look at. We'll also know whether I-747 passed or failed and we will be able to bring back information on that, what the options are. We have adoption of the budget tentatively scheduled for December I 1`h and also the tax levy ordinance. Leona-I would just like to say thanks to the Mayor, Mike, May for all the comments you made tonight and for putting together a budget that does reflect what's going on but that doesn't take away . from what we do as a city. I think it is important to do the best job we can as a city. I think as a council we're going to have to be very cautious with the requests that we make of our staff, because we know there are positions that are unfilled that we wish were filled. We know there are new positions that are needed that will not be filled. I think that it's our responsibility to work the very Council Workshop, 11/6/01 6 best we can, with the resources that we have available, and to be extremely careful when we go to someone to make a request for something that's outside the scope of the normal work program that's been designated for the following year. I hope we'll all take that into consideration as we look at the future. I think its important for you, as staff department heads, to be able to say to us that this is not something we can do right now. I think you're going to have to be willing, and you have our permission I believe, to say to us this is not in our work plan. This is something that we might love to see happen, or we might like to do, but we can't do it right now. We need you to be as honest with us as you can possibly be if we come up with some brilliant scheme that just doesn't fit with what you have available to accomplish what you're doing. We know you're all working very hard. We know there are a lot of things that we would all like to see done that we can't always do. We need you to work with us and let us know when we've asked for something that's just not going to happen. I thank all of you for your cooperation in getting this document together. I think it speaks very well for the city when we have the quality of people we do that are willing to compromise and come to agreement and not ask for things when we know how difficult it is to get them right at this point. We look forward to working with you. Hopefully in the next year things will improve. I was here when they did layoffs and it was not pretty. It was very difficult for all of us and we don't want to see us in that situation again. So, we'll hope for improvements, but we will make the best of what we have, and thanks for all that you've done to get us this far. Rico Yingling— Is the golf course going to make money next year? Mike Martin—The answer is that next year, if we were to subtract the debt service out, the answer would be yes. We are still carrying the debt service and that will still keep us below a positive cash flow there. Parks Director John Hodgson—Operationally, it makes a$500,000 profit every year, or it has the last two years and it will this year. This year, depending on how the last couple of months go weather-wise,we should be able to make money that will even cover the debt service. Next year we're budgeting to have a $200,000 profit, including the debt service, but we also have about a$400,000 operating loss from three years ago that we're trying to make up and so we're cutting into that. May Miller—There is a proposed rate increase in there that does boost the revenue for next year about $I80,000. Rico Yingling—I'm talking about the total budget now, are their areas, programs, departments, projects that have been slowed down, diminished, or eliminated? Mike Martin—I would say that the prime example of that is what you see brought forward in what we're calling Tech 2. There were a whole bevy of projects that were proposed to begin sooner, rather than later, and then we were deferring for a long time where we're not doing anything at all right now. I'm not sure exactly what we have in the Capital Plan. That's one of our assumptions when I mentioned that we were being flexible. We can slow down or stop many of those projects. The Capital, in particular, we hope to keep moving forward. We look at our infrastructure and we said that's our high priority. We have to keep our infrastructure maintained and we've got to keep things in motion that are currently in motion, particularly in the General Fund side. That's where we look at positions and some other equipment and that sort of thing. If it was a high priority, we believed it, we just couldn't fund it. Those are the things that we said we would come back mid-year or so with a proposal of what would continue to be high priorities through the Mayor. The workshop adjourned at 5:57 PM. Council Office 2aa Floor, City Hall 220 4`h Ave. South,Kent, 98032 PLEASE SIGN IN DATE: Z-0z Name Address Phone Number -ire- WL LU4 7y 0-e v C i Afi 50 7 �A�) �j '1`6 7C? ja c,,& 5ka-u -1--k ac-t/n'tz /e D S A: 3! "Ste VIC-ah- E's - -15�1;,)--7 ALL