HomeMy WebLinkAbout07-24-13 WSCITY OF LAKEVILLE
CITY COUNCIL WORK SESSION MINUTES
Wednesday, July 24, 2013
Mayor Little called the meeting to order at 6:30 p.m. in the Marion Conference Room at City
Hall.
Council Members Present: Swecker, LaBeau, Anderson, and Davis, and Mayor Little
Staff Present: Steve Mielke, City Administrator; Dennis Feller, Finance Director; Julie
Werner, Accounting; Tom Nesseth, Accountant; Judi Hawkins, Deputy City Clerk
2. Citizen Comments
There were no citizen comments.
3. 2014 -15 Budget Review
Steve Mielke described the budget process and how current events and conditions in the
community will help to influence the budget. At this stage the budget discussion is more
about the concepts and less about the actual numbers. Council members will be asked to
focus on more budget numbers at the August budget work session for the adoption of the
preliminary budget. An additional budget work session date of September 9 has been set
aside for further discussions, if necessary, so the preliminary budget and tax levy can be
adopted on September 16. Staff has been asked to consider department needs and current
trends when preparing their draft preliminary budgets. At the September 16th meeting
Council will adopt a maximum levy, which can go down from that point but cannot go up.
Final budget adoption will take place at the second regular meeting in December.
Finance Director Dennis Feller provided an overview of the 2014 -2015 Budget and Tax Levy.
Several items make up a balanced budget including revenues and expenditures, taxes and
services, short term and long term interest. Feller reviewed different types of statistics for
measuring progress in the budget process: 1) General Fund expenditures per capita are the
same in 2014 as they were in 2008. A 3.5% per capita spending increase is anticipated from
2013 to 2014, some of which is offset by charges for services and permit revenues. Current
number of employees per 1,000 residents is 2.7, down from 3.1 prior to the recession. With
the addition of the new positions being proposed, the ratio will remain at 2.7:1,000.
Per capita taxes for Operations (general fund, equipment and building fund) are proposed to
increase by 3.6% in 2014 and 3.2% in 2015. This equates to $294 per capita in 2014 and $304
per capita in 2015. At the beginning of the recession in 2008 the figure was $312.
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July 24, 2013
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Feller discussed several themes which have emerged from the budget discussions thus far.
The five external factors are: Resumption of growth, emerging trends, addressing aging
infrastructure, inflationary pressures, and legislative mandates. The organizational themes
include: Innovation and efficiencies, entrepreneurial efforts, and preparing for the future.
Resumption of Growth:
Lakeville is seeing positive economic indicators including an increase in new residential
housing construction and median home prices. Unemployment is also decreasing. Growth
raises demands for service delivery, impacts infrastructure needs and increases operation
costs. Future capital improvements will include water system and treatment facility
expansion, and several road upgrades. The budget currently proposes the addition of several
new positions:
Police Department: Investigator in 2014 and police officer in 2015. The positions are needed
to keep up with the growth of the City. Two seasonal CSO's in 2014 to assist in the parks.
Building Inspections: Part -time code enforcement employee in 2014. The Code Enforcement
position was eliminated several years ago and the responsibilities were designated to the
building inspections department. A 24 -hour per week code enforcer is being proposed in the
budget, which would free up time for the full time inspector to focus on inspections. LaBeau
believes the iPads being proposed will save the inspectors and office staff a considerable
amount of time.
Engineering Department: Engineering Technician in 2014. Engineering of the street
reconstruction program is a major project. This position would assist with the reconstruction
program and would assist with building construction inspections related work such as site
drainage. Mielke added that the City's engineering cost for street reconstruction is offset by
fees which are part of the project. Swecker asked if the pay grade for this position is at the
higher or lower end of the scale. Feller stated that this is a highly skilled position, but is
budgeted at the starting pay grade.
Fleet Management: Fleet Supervisor in 2014. Personnel have not been added to this division
for many years. This supervisor position will be responsible for inventory management and
control. This will allow the Fleet Lead to spend more time doing mechanical work. LaBeau
asked if there were any examples of when this type of position could have been financially
beneficial to the City. Anderson asked if new vehicle technology has decreased the amount of
time needed for maintenance.
Fire Department: Assistant Fire Chief in 2015. Assistant Fire Chief Position is being proposed
in 2015 and will assist with training volunteers, among other duties. This position will be a
trained firefighter who will strengthen daytime call response.
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Anderson suggested more data and information would be helpful in understanding why
certain positions are needed. He stated that with added technology and good use of resources
a growing population might not necessary equate to a larger staff: Mielke stated that future
discussions could focus on staffing levels and expectations of both the Council and residents.
For example, several miles of new streets are being added and if Council wishes to continue
the current level of snow plowing service, an additional employee may need to be added in the
future. Council's role is to determine the level of service which is being delivered.
Emerging Trends
Additional forensics software is proposed to assist the investigator assigned to digital forensics
in order to provide more timely crime investigating of cases, especially in technology- related
crimes. Swecker suggested more employees need to be trained in this field.
In order to address increased public activities under control at Antlers Park and Casperson
Park, as well as the rest of the park system, it is being recommended to hire two seasonal
CSO's for a uniformed presence in those areas. Little suggested a remotely monitored camera
could be an option. Mielke believes it is important to have personnel at the boat launch. It
was also suggested that parking fees could be charged at Antlers. Anderson also suggested
rental of the concession stand or some other method of getting a presence at the park.
Emerald Ash Borer. A full-time Forester is being proposed in Environmental Resources to
assist with the EAB outbreak when it becomes active in Lakeville. Staff is also recommending
$45,000 be committed for expenses which will be incurred for City trees. Mielke provided an
overview of the Forester position which was taken out of the budget several years ago.
Residents are currently being directed to various tree companies with their questions but
would be better served with an on -staff forester. Swecker asked about sharing a forester
through a HiPP initiative; Mielke stated that the larger surrounding communities each have a
Forester on staff. Council expressed a desire to learn more about the disease and what can be
done.
LaBeau stated that long -range planning might be needed after the final results of Envision
Lakeville are determined. Little stated that a process for responding to citizens should be put
in place so concerns and resident issues and trends can be tracked and follow up ensured.
This would be especially helpful when dealing with recurring issues. He is currently using a
Google document but believes there is a better method. Mielke stated software tracking
systems are available for such things as maintenance requests; however, if a constituent is
lobbying a council member for a certain position, that is a different type of contact. If a
central mailbox is created, Council members need to be cognizant of open meeting laws.
Anderson asked about the marketing funds and stated that the Envisioning Process priorities
include attracting new business and supporting current businesses. LaBeau asked if any new
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businesses have come to Lakeville as a result of recent Positioned to Thrive marketing
initiative. Mielke stated that at this time there is no measurable outcome identified. Todd
Bornhauser, Lakeville Area Chamber of Commerce Executive Director, stated that because of
different dynamics, it's difficult to make comparisons with other communities such as
Shakopee. Mielke stated that more outreach is being done with businesses but would like to
see development of relationships with landowners to enhance marketing efforts.
Addressing Aging Infrastructure
Facilities: The five -year plan is $1.4 M, financed from one -time revenues. These are major
maintenance projects and the figure does not include any new facility construction.
Maintenance was taken from the General Fund last year to keep the tax levy low. ADA
improvements will be accomplished as facilities are expanded or paid with CDBG funds. A
schedule showing the impact of interest rates on future tax levies to complete street
reconstruction projects was distributed. Feller believes that higher interest rates are inevitable
and should be built into the budget. If Council determines that the concept of pay -as- you -go
financing is achieved, the interest rates would not be a factor.
Council discussed the accelerated street reconstruction project and various scenarios for
financing the projects. Swecker stated that previous Councils have attempted to keep the tax
levy as stable as possible and spreading the costs over 13 years rather than 10 years would
accomplish that stability. Anderson stated that deteriorating roads are detrimental to the
community in several ways and there is significant value in accelerating the street
reconstruction over a 13 year period. Council's agreed to move forward with the accelerated
street reconstruction program and work toward a pay -as- you -go financing program. Little
asked how feasible it is should the Council decide on an even higher annual reconstruction
program should be considered for street reconstruction. Mielke stated that limited staff
resources would be prohibitive.
Water main replacements will be needed and will be partially funded by water rate increases.
The last payment of $350,000 on the park bond referendum will be made in 2014. In 2015 it
is proposed that these funds will be redirected to a revolving capital program for playground
replacement. Unencumbered funds were set aside for a trail maintenance fund several years
ago. Council will continue working on the Park Plan update following the Envision Lakeville
process. Council would like to see an average cost per mile for maintenance of trails. Mielke
stated that the Park Director is working on providing this information.
Total estimated equipment acquisitions over five years beginning in 2015 is $12.7 million.
The amount varies due to the replacement schedule. The major funding sources are Liquor
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Funds, unencumbered General Fund monies, and property tax levy. Anderson asked if there
is a method of determining what would be eliminated from the budget if the funds were not
available. Feller stated that if funds were not available it would be necessary for Council to
look at projected life of equipment and make choices regarding purchases. Council would
like to receive a copy of the full equipment replacement schedule.
Inflationary Pressures
The declining unemployment rates will create upward pressure on wages. A contingency has
been included in the budget for potential wages adjustments. A contingency is also included
for health care costs which will be influenced by industry trends and group experience.
Employee incentives are being offered to help control costs. Firefighter pay for calls and
training is proposed to increase in 2014 and 2015; funding will be from the General Fund.
Sanitary sewer rates being charged by MCES are estimated to increase by 3.5 percent per year.
Legislative Mandates and Changes
Legislative changes regarding sales tax exemption, police pension financing and property tax
levy limits as well as federal sequestering and the EPA storm water regulations will impact
City finances. The sales tax exemption applies to purchase of goods and services only but
does not apply to the purchase of motor vehicles or Liquor Store operations.
Innovation and Efficiencies
The current Computer Aided Dispatch (CAD) system is out of date and in danger of being
unable to be maintained. Police and Fire are in the process of replacing the existing mobile
computer and records management system to enhance technology tools.
Police voice recognition recorders are being proposed by the police department to allow
officers to produce reports in a more efficient manner.
Swecker asked about water meter modernization. Feller stated that more advanced radio read
technology is being used for non - residential accounts and is proposed to be installed for
residential customers in the coming years, which will make the process more efficient.
Park mowers are being proposed for purchase rather than lease, since it has become more cost
effective.
Entrepreneurial Efforts
A Liquor business plan is being developed. There are no funds currently in the budget for
either a new store or a store relocation. The Heritage Store lease is up in 2015.
Electronic signage is being proposed for the corner of City Hall which would advertise
upcoming events and community activities. Council member expressed that they are not in
favor of this signage.
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Items proposed for the Heritage Center will enhance the facility for rentals and make it more
functional for activities. Improvements would include AV equipment, ice machine, chairs
and tables, and exterior lighting. Swecker stated that she is unable to support additional
funding until the previous improvements are paid for. She will assist with trying to get some
of the needed items donated. Mielke pointed out that the proposals are for operations rather
than construction. Anderson would like to see more data.
Preparing for the Future
Funds are proposed to complete the Envision Lakeville strategic planning process and to
establish specific steps to take as a result of the information that has been gathered.
Dakota County will continue the County Road 50 study, phase 2, from Dodd Blvd. to Cedar
Avenue. The City's share is estimated at $45,000 to be financed from general fund in 2014.
Hydrological modeling of the North Creek drainage area will establish future storm water
modeling and flood mitigation initiatives.
The Urban Reserve Plan study is proposed for 2015 in preparation for the City's
Comprehensive Plan update in 2016 -17.
The budget includes an increase in professional development for continuing education and a
succession plan. Volunteer firefighters will also have an opportunity to do on -line training.
Budget Overview
Feller stated that the budget is broken into three different components: Operations, Capital
Investment, and Enterprise Operations. Feller provided a review of the 2012 and 2013
General Fund budgets. Revenues and other financing sources are based on projections of
building permits through the end of the year. For the past five years a 45% fund balance has
been recommended but with the improvements in economic conditions, Council could
consider lowering the fund balance to 40 %, which would provide an additional $943,000 to be
used for other purposes. Feller stated that fluctuations in growth could have an impact on the
2013 -2015 budgets. LaBeau suggested that the building permit estimates could be lowered to
a more conservative number. Feller stated that they will provide information based on a
lower building permit estimate. Mielke stated that Council needs to determine where
unencumbered funds should be allocated. Swecker stated she would be willing to consider a
fund balance of 42 -43 %.
General Fund expenditures are anticipated to increase in each of the next two years, with the
main factors being general government, public safety, public works, and parks and recreation.
Feller briefly reviewed capital projects funds including the building fund, equipment fund,
trail improvement fund, and pavement Management fund, which Council had discussed
previously. Enterprise Funds are self- supporting from retail sales and user fees. Liquor Funds
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of $1.2 million per year go into the equipment fund, to reduce future tax levies, and reimburse
operations and offset general fund. Utility funds will be used for major maintenance such as
watermain replacement.
Feller broke the property taxes into three components: tax levy, tax base, and impact on
taxpayers. Levy limits are calculated by taking the highest of 2012 or 2013, which was 2012,
and then add 3% plus special levies which are not subject to levy limits. From 2013 to 2014
the biggest increase is for street reconstruction. Mielke stated that when levy limits were
initially imposed, the City did not have enough reserves and needed to levy debt for
equipment purchases, which was not subject to levy limits. Equipment is now financed on a
pay -as -you go basis and it is the intent to continue that.
Feller stated that if Council adopts levy limits below the maximum allowed, there is a risk that
it will become the new base. Council received materials illustrating the outcome of various
levy increase scenarios. Feller stated that the major drivers for the tax increase from 2013 to
2014 include operations (general fund and equipment fund), personnel transitions, PERA
increase for police, new positions, etc. LaBeau asked about the contingency funds. Feller
stated there are two contingency funds, one for personnel and one for unanticipated events
such as natural disaster related expenditures. Reductions in sales tax and snow plowing are
also reflected in the budget. Swecker clarified an earlier comment she is not opposed to
operating costs at the Heritage Center, only the capital costs until previous improvements are
paid for.
Feller stated that due to the significant increase in new construction and various increases in
market value of residential properties, it was difficult to arrive at an average for the purpose of
explaining the tax levy. Due to various factors including new construction the tax base has
risen by 4.7 %, which reflects the growth in the city in 2012.
Future budget work sessions will be held on August 28 and on September 9th, if necessary.
According to State statute, Council must adopt a preliminary tax levy on September 16 The
final levy can be equal to or less than the preliminary, but cannot exceed it. That will be the
number that the county uses to set taxes.
Little believes it would be helpful and more efficient to know how staff sets their priorities for
needs and proposed budget items. Davis agreed that it would give council an idea of what
staff believes is important. Mielke suggested looking at the whole budget rather than
individual departments. LaBeau stated that it might be more acceptable to start with zero and
add things rather than start at the maximum and cut items from the budget. It might also be
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important to challenge departments to make recommendations for possible cuts. Mielke
stated that department directors will be at the August budget work session to answer any
questions council might have about their individual budgets.
Anderson asked if there was a way to look at each department's priorities to get to a final levy
amount rather than getting into the full details. Discussions could be more effective if they
centered on larger budget items that are being added instead of where to cut. If there are
items that Council agrees to support in order to get to the maximum levy they don't need to
be discussed in detail again. Little agreed that understanding general guiding principles
would be a good way to proceed with budget decisions.
Mielke stated that inflationary factors that will increase the budget are an economic reality.
Swecker stated that they also need to take into consideration the ramifications for everything
that is eliminated from the budget. Little believes the residents would find it more palatable to
raise taxes for items that are not able to be controlled, rather than for things that are.
The Finance Department will provide information as requested.
4. Adjourn
Mayor Little adjourned the meeting at 9:55 p.m.
Respectfully submitted,
QUA
Ju i awkins, Deputy Clerk
Matt Little, Mayor