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HomeMy WebLinkAboutItem 05.b 2018 Lakeville Ames Arena Lakeville Hasse Arena Prepared by: Shayne Ratcliff Lakeville Arenas 4/18/2019 Annual Review Page 2 Michael Baumann ................................................................ ISD 194, Superintendent Bob Erickson ........................................................................ ISD 194, Board Member Justin Miller ..................................................... City of Lakeville, City Administrator Brian Wheeler ............................................. City of Lakeville, City Council Member Troy Patterson ............................................................. Community Member-at-Large MISSION STATEMENT “Lakeville Arenas is a customer service organization dedicated to creating and maintaining a fun, family- oriented atmosphere. Our staff is devoted to delivering unparalleled customer service and program opportuni- ties to all our guests. We strive to build a lifelong commitment in the community to individual and family en- tertainment through ice, turf, and dry floor events.” CONTENTS Facility Usage ............................................................................................................ 3 Learn To Skate/Dry Floor Events .............................................................................. 4 Dry Floor Events ........................................................................................................ 5 Arena Revenues ......................................................................................................... 6 Arena Expenditures .................................................................................................... 7 Arena Debt Service .................................................................................................... 8 Summary .................................................................................................................... 8 2019 LAKEVILLE ARENAS BOARD OF DIRECTORS ARENA STAFF Shayne Ratcliff .................................................................................. Arenas Manager Dave Carroll ................................................................................... Assistant Manager Matt Nelson .................................................................................... Assistant Manager 32 seasonal operations and learn to skate staff Page 3 The Lakeville Arenas continues to work to increase usage and community awareness in an effort to attract a wider variety of dry floor events, as well as additional ice and turf rentals. FACILITY USAGE Hours Rented by User Group Lakeville Hockey Association ice usage decreased as new administration continued to reduce the number of hours each team will skate in an effort to keep kids focused and reduce fatigue during a long winter season. Figure Skating ice rented by the Heritage Figure Skating Club increased as participation numbers and demand continues to increase. Summer ice rentals decreased slightly due to changes with a new coaching staff for the South Boys HS and a small day camp that chose to focus on other locations. Public Skating hours increased slightly due to more availability during prime winter hours. Turf hours increased as a late spring snowstorm caused additional teams to practice inside. ISD 194 hours increased slightly as teams had the majority of their games at home during the first part of the 18-19 season. Facility Usage Details User Group 2018 2017 2016 2015 2014 Lakeville Hockey Association 1,952 2,140 2,175 2,343 2,277 Fall/Spring Clinics 510 695 646 684 714 ISD 194 995 927 946 898 878 Summer Programs 558 625 585 597 308 Turf Users 159 138 209 216 292 Arena Events 478 348 328 335 295 Learn To Skate 143 148 145 146 165 Figure Skating 308 286 249 221 249 Public Skating 124 105 106 103 122 Captains Practice 127 97 94 89 93 Adult Hockey Group 26 14 24 36 51 Surrounding Youth Associations 62 76 90 62 79 Total 5,442 5,599 5,597 5,730 5,523 Page 4 The Lakeville Arenas Learn to Skate program had an increase of 11% in the number of participants in 2018 compared to 2017. The LTS program saw revenues of $58,260 in 2018 compared to $53,183 in 2017. Our staff will continue to monitor and make any needed adjustments in an attempt to maximize program participa- tion. LEARN TO SKATE PROGRAM In 2011, the Lakeville Arenas Learn To Skate joined with the City of Farmington Learn To Skate to create a new figure skating club called Heritage Figure Skating Club. The Heritage Figure Skating club consists of skaters from Lakeville, Farmington and surrounding areas to offer additional skating opportunities beyond the Learn To Skate program. The Club started with 17 members in 2011 and has a current membership of 51 skaters. In 2012, the Heritage Figure Skating Club hosted the first Ice Skating Show at the Lakeville Arenas. The club continues to be an asset to the Arenas as a major user of ice during non prime spring and summer seasons. HERITAGE FIGURE SKATING CLUB Year Winter Spring Summer Fall Total 2018 270 222 120 208 820 2017 260 172 108 189 729 2016 235 167 107 197 706 2015 217 140 82 154 593 2014 196 137 65 175 573 2013 189 150 68 146 553 2012 237 160 73 130 600 2011 274 118 63 149 604 Session Learn To Skate Comparison Page 5 Craft Show Noseworks K9 Event DRY FLOOR EVENTS In an effort to maximize facility usage the Lakeville Arenas continues to offer artificial turf and dry floor rent- al opportunities during the Spring and Summer months. Over the past years the Arenas have generated addi- tional revenue through many various events. Below are a few of the events hosted over the past year. Kids Consignment Sale Home Design Expo Family Fun Fest Movie on the Turf F2W Pro 50 Page 6 ARENA REVENUES Summary In 2018, Lakeville Arenas saw an overall revenue decrease of 2% over 2017 in the amount of $26,799. Revenue Details • Ice Rental revenues in 2018 decreased primarily as a result of reduced usage by the Lakeville Hockey As- sociation. • Dry Floor Rental revenues increased slightly due to increased indoor turf hours and additional dry floor events such as the FTW Event and the new Indoor Box Lacrosse events. • Public Skating revenues increased in 2018 due to additional sessions during the winter months as a result of fewer Saturday high school games during the season. • Event Admissions increased in 2018 as the HS hockey teams hosted more home games than the previous year. The number of home games is consistent each hockey season but fluctuates each calendar year. • Skate Rental revenues increased as a result of increased participation in Learn To Skate classes and addi- tional public skating sessions. • Advertising revenue decreased due to existing agreements coming to an end or awaiting renewal. Revenues 2018 2017 2016 2015 2014 Charges for services Ice rental 914,009$ 963,039$ 953,068$ 952,933$ 909,925$ Dry-floor rental 28,533 24,685 27,949 26,742 31,294 Learn to skate 58,260 53,183 51,525 43,598 40,003 Admissions-public skating 17,835 12,207 9,477 12,145 13,053 Event admissions (net)52,038 41,750 48,999 51,235 44,012 Concession/Proshop sales (net)25,134 25,973 28,587 27,779 26,872 Skate sharpening 6,223 6,668 6,221 6,156 6,112 Skate rental 8,324 7,422 6,370 5,972 6,115 Vending machines 6,598 5,713 5,098 6,409 5,800 Other - advertising contract 29,052 32,094 30,151 26,300 20,663 Total charges for services 1,146,006 1,172,734 1,167,445 1,159,269 1,103,849 Other income Interest on investments 5,485 4,861 3,039 1,334 258 Miscellaneous 1,502 2,197 14,436 12,141 9,186 Total revenues 1,152,993 1,179,792 1,184,920 1,172,744 1,113,293 Page 7 ARENA EXPENDITURES 2018 2013 Ames Water Heaters Replacement - $32,528 Ames Ice Resurfacer Replacement - $136,328 Ames Compressor #2 Replacement - $16,561 Ames Roof Top Units - $35,692 Ames Rink #1 Locker Room Flooring - $26,420 2012 Ames Meeting Room Flooring - $6,731 Dehumidification Loan Payoff Ames Rink #2 Roof Top Unit - $35,681 Ames Arena Rink #1 - $100,220 Hasse Arena Sump Tank Replacement - $16,781 2011 2017 Lobby & Rink Rubber Flooring Ames Arena - $75,008 Ames Ice Resurfacer Replacement - $142,294 Lobby Benches Ames Arena - $1,848 Ames Water Heaters Replacement - $29,853 2010 Compressor #1 Replacement Ames - $16,083 Low Emissivity Ceiling Ames #2 - $58,265 2016 Energy Recovery Dehumidification Unit - Ames Radiant Bleacher Heaters - $41,142 Ames Arena rink #2 - $223,557 Ames Compressor #4 Replacement - $16,083 2015 2008 Ames Scoreboard Replacement - $53,142 Evaporative Condenser Replacement - Ames Compressor #2 Replacement - $17,000 Ames Arena - $49,500 2007 Air Quality Controls Ames Arena - $18,621 Compressor #1 Replacement Ames Arena - $11,898 Capital Improvement Comparisons Year Operating Capital Outlay Transfer to Capital Fund Total 2018 $1,015,993 $2,005 $150,000 $1,165,993 2017 $971,211 $11,166 $142,000 $1,124,377 2016 $976,052 $32,569 $130,000 $1,138,621 2015 $956,445 $7,544 $128,600 $1,092,589 2014 $964,500 $6,679 $119,600 $1,090,779 Expenditure Comparisons Summary In 2018, Lakeville Arenas saw an overall expenditure increase of 3.6% over 2017 in the amount of $41,616. Arena expenditures include capital outlay expenses and transfers to the Capital Improvement Fund required to provide a financial framework for replacement of the arena infrastructure as it ages including, but not limited to, roofs, dehumidification, and refrigeration systems. Page 8 ARENA DEBT SERVICE The Lakeville community has arena facilities due to the collaborative efforts of the City of Lakeville, Inde- pendent School District 194, and the Lakeville Hockey Association (LHA). Ames Arena - The issuance of $1.375 million of Ice Arena Lease Revenue Bonds by the Lakeville Housing and Redevelopment Authority along with community contributions solicited by the Lakeville Community Cor- poration and Lakeville Hockey Association provided the financing for construction of the first phase of the Ames Arena in 1994. Independent School District 194 was also a partner with the land contribution. The City of Lakeville financed the concrete floor and the temporary seating. An additional sheet of ice was constructed to Ames Arena in 1997 with financing from $1.305 million of Gen- eral Arena Bonds issued by the City of Lakeville. A Mighty Ducks grant ($250,000) was provided by the State of Minnesota. The City of Lakeville and Lakeville Hockey Association each contributed $250,000 to the project. Independent School District 194 financed the construction of changing rooms. The permanent seating was financed in 2002 with a short term loan combined with contributions from the LHA and Independent School District 194. The short-term loan has been paid in full from LHA contributions. Hasse Arena - Hasse Arena construction was financed in 2006 with a Lease Revenue Bond issued by the Lak- eville Housing and Redevelopment Authority. The land was contributed by the City of Lakeville and Inde- pendent School District 194. The Hasse family paid $125,000 for the naming rights in 2007 for a period of 20 years. The 2006 bonds were advance refunded by HRA Lease Revenue Refunding Bonds issued in Septem- ber, 2016. The final payment on the debt is February 1, 2032. Ames Arena has $183,636 of debt remaining which is paid with an annual $95,000 contribution from the Lakeville Hockey Association and an annual $88,636 payment from Arena operations. The final payment on the debt is August 1, 2019. The City of Lakeville and Independent School Dis- trict 194 each contribute about $295,000 annually to the retirement of the $6.495 million of outstanding debt. Page 9 Summary Overall, the Lakeville Arenas continued to be very successful in 2018. Ice rental revenues decreased over the previous year due to a continued reduction in usage by the Lakeville Hockey Association which started in 2016 and has increased ever since. Completion of the Ames Arena debt service in 2019 has ended a long standing partnership with the Lakeville Hockey Association allowing a new Facility Use Policy to be created with increased opportunities for new ice rental sources from the Heritage Figure Skating Club and surrounding youth associations to be included in overall revenues beginning in 2019. Event admissions saw an increase as our HS teams hosted more games during the 2018 calendar year than 2017. Our Learn to Skate registrations continue to be very strong and experienced an 11% increase in 2018 as Olympic coverage attracted new skat- ers. Operational expenditures remained similar to past years with slight increases in staffing and utility ex- penses as we continue to expand our dry floor and off season usage to promote new programs in our buildings. As we continue to focus on additional revenue sources and attracting new customers and users to our pro- grams, we are still very focused on retaining our current users as well as reducing our operating expenses through energy saving ideas, staff training and overall operational efficiency. 1 Proposed 2020 Budget 2 Table of Contents Page Letter of Transmittal 3 2018 Summary 3 General Fund 7 Revenues 7 Program Budget Descriptions and Expenditures 9 Debt Service Funds 13 Fund Balance 14 Capital Reserve Fund 15 Supplemental information 18 Statement of Revenues and Expenditures 18 3 April 12, 2019 Lakeville Arenas Board members The Joint Powers Agreement requires the Board to approve an annual budget on a calendar year basis. The budget must set forth projected expenditures and revenues necessary to finance lease payments, fund the capital maintenance reserve and to maintain, operate, and manage the Arena Complex. The budget must be submitted to the City and School District prior to June 1st. The Board must approve the budget prior to July 1. As such the proposed 2020 budget is hereby presented to the Board for their consideration and approval. The budget is comprised of the following funds in order for the Lakeville Arenas to effectively manage its financial resources. • General (Operating) Fund. The General Fund accounts for the overall operations of the Lakeville Arenas. • Capital Reserve Fund. The Capital Reserve Fund was established to provide the financing of future equipment replacements and major facility programs. The salient issues relative to the proposed budget for each of the respective funds are discussed in the sections attached hereto. 2018 Summary The 2018 fiscal year marked the eleventh full year of joint operation of both the Ames and Hasse Arenas. The joint operation has enabled the Lakeville Arenas organization to continue to offer new and expanded opportunities to better serve our customers – the community. Some of the highlights and initiatives are as follows. ▪ Public Skating. The arena has continued to offer year-round public skating to the community. Public skating revenue for paid sessions increased this past year from $12,207 in 2017 to 17,835 in 2018 due to additional public skating sessions and new marketing strategies such as Group On and local display ads. ▪ Learn to Skate Program. The Learn to Skate program has continued to provide skating opportunities for children and adults of all ages. Enrollment has increased 4 annually for the past several years to an all-time high of 810 skaters during 2018. This past year Learn to Skate revenues increased 8% from $53,183 in 2017 to $58,260 in 2018. The Learn to Skate program continues to partner with the Heritage Figure Skating Club which is made up of a combination of Learn to Skate students and local figure skaters. Both of these programs have created great experiences for our young skaters that will last a life time. ▪ High School attendance. Attendance at high school games increased slightly on a per game basis from 2017-18. This increase was a result of successful seasons and increased fan engagement of the South boys’ team. 2014-15 2015-16 2016-17 2017-18 2018-19 Boys 417 avg/gm 375 avg/gm 350 avg/gm 342 avg/gm 361 avg/gm Girls 233 avg/gm 215 avg/gm 177 avg/gm 186 avg/gm 214 avg/gm Total 14,317/44 gms 13,964/47 gms 12,286/47 gms 11,970/45 gms 11,663/40 gms ▪ Dry Floor Activities. The artificial turf has continued to provide opportunities for a wide range of indoor activities during the non-ice season. In 2018, over 150 hours of turf activities involving lacrosse, soccer, baseball and softball were rented at Ames Arena. In addition, over 300 hours of dry floor events including numerous children’s consignment sales and a Home Design Expo were held. We also hosted the annual Free Family Fun Fest which attracted over 1,000 community members. Overall, dry floor revenue increased slightly in 2018 due to additional events including a new indoor box lacrosse league and a large martial arts event. 2019 Operations The following is a succinct overview of the salient changes in operations and budget. ▪ Ice rentals are projected to decrease slightly from 2018 due to a planned reduction in hours to be rented during the prime season by the Lakeville Hockey Association for the purpose of reducing the time commitment to their member families. ▪ Dry floor events including multiple consignment sales, a Home Design Expo and multiple craft shows will continue to generate additional revenue as well as showcase the facilities for future dry floor events. ▪ Several maintenance projects will be undertaken at the Ames Arena to maintain the facility at optimum efficiency and improve conditions to meet customer expectations. A complete description is provided in the General Fund narrative. Overall, the Arena operations are very strong both financially and operationally. Customer satisfaction and community involvement continue to be high. The changes in the budget and operations will further enhance Arena performance capabilities. 5 Proposed 2020 Budget Highlights After 25 years of service to the Lakeville community, the Ames Arena is preparing for the future. With the original construction debt being paid off in August 2019 a long-standing agreement with the Lakeville Hockey Association will also be expiring. Staff have been working with our primary users, the Lakeville Hockey Association and Heritage Figure Skating Club, to secure new long-term agreements. Through these efforts, we have recently finalized a ten-year agreement with both the LHA and HFSC to provide guaranteed ice rental hours for both organizations as well as an annual contribution of $80,000 to be used towards arena improvements. As our building passes its 25th anniversary we have reached the point to begin replacing the major mechanical and infrastructure components of the facility. Our long-term Capital Reserve Fund has included a plan over the next several years to address the major replacement needs of the buildings. Primary funding for these projects will be bonds or some other financing mechanism. Property tax support and/or other funding source would be needed to make the debt service payments. As such, the salient budget proposals are as follows: ▪ Ice rental rates for 2020-21 season are proposed to increase by 4% to $245 per hour. ▪ The projected 2020 ice rental hours during the winter season are expected to increase slightly as new agreements signed in 2019 will help to maximize ice usage. ▪ Learn to Skate, high school game attendance and concession sales are expected to remain steady in 2020. ▪ Replacement of the major mechanical systems at Ames Arena including ice rink floors, ice making plant, dasher boards, dehumidification systems and LED lighting will begin in May 2020 and continue over two summers to provide a complete replacement of the existing systems. Future The primary goal of Lakeville Arenas is to continue to focus on marketing efforts which will result in an expansion of the facility use and revenue base with the expectation that ice use rates in future years will continue to be competitive with those of surrounding communities. The future is indeed very bright for the long-term outlook for the Arenas and the community. The facilities are well structured to accommodate user needs. 6 Conclusion The success of these programs has established a foundation for expanded use of the arenas by the community’s residents in the years to come. Our objective for the coming year is to expand on the success by creating even greater opportunities and enjoyable experiences for the customers. The proposed budget is consistent with the purpose of the Joint Powers Agreement to “…operate and manage the Arena Complex in the best interests of the community.” The organization will continue its efforts to undertake entrepreneurial endeavors to maximize the return on the public investment. Respectfully submitted, Shayne Ratcliff Shayne Ratcliff Arenas Manager 7 General (Operating) Fund The General Fund accounts for the overall operations of the Lakeville Arenas. Operating Revenues In order to adequately finance operations, sufficient revenues must be provided through a concerted effort of maximizing facility use rentals and facility use fee adjustments. The 2020 revenues from operations are estimated to be $1,175,056 of which $957,825 (82% of budget) is from ice rental in order to adequately finance Arena operations. 2020 vs 2019 Est. 2019 2020 Increase/Decrease Estimate Proposed Total % Operating Revenues Ice Rental $ 919,305 $ 957,825 38,520 4.2% Dry floor 23,455 23,455 - 0.0% Learn to Skate 54,468 58,028 3,560 6.5% Admissions-Public Skating 13,500 14,000 500 3.7% Event Admissions(Net of ISD Reimb) 44,000 44,000 - 0.0% Skate Sharpening 6,400 6,400 - 0.0% Skate Rental 7,500 7,500 - 0.0% Concessions and pro shop - net 26,500 26,500 - 0.0% Vending Machines 5,500 5,500 - 0.0% Other - Advertising Contract 29,500 29,500 - 0.0% Rebates/Dividends/Miscellaneous 10,000 2,000 (8,000) 80.0% Other - Miscellaneous 358 358 - 0.0% Total Revenues 1,140,486 1,175,066 34,580 3.0% Ice rental hours are expected to be over 97% rented from November through February to either the school district, youth hockey groups, public skating or learn to skate programs. The primary ice customers are listed below. 57%27% 4% 4%4% 2% 2% Ice Rental Hours Lakeville Hockey Association - 55% ISD 194 - 26% Other Hockey Associations - 4% Adult Hockey - 4% Public Skating - 4% Learn to Skate - 2% Other - 2% 8 In order to adequately finance operations, the winter ice rental rates for the 2020-21 season will increase to $245 per hour. Non-winter season ice rental rate is proposed to remain unchanged at $160 per hour in 2019. The following is a comparison of prime-time winter and summer rates with other communities for the 2018-2019 season. Dry floor program opportunities have been greatly enhanced with the installation of artificial turf at the Olympic size rink at Ames Arena. Lakeville Arenas will continue to aggressively pursue renting of the facilities for dry floor activities. Target customers continue to be youth sports activities such as soccer, lacrosse and baseball. The Arenas have numerous dry floor events scheduled for 2019. The Arenas will continue to market itself as a showcase for trade shows and other exhibition programs. Revenues from dry floor activities in 2020 are estimated to be $23,455. The Learn to Skate program has enrolled nearly 7,000 participants since its return in 2007. With our highly qualified Director and competent staff, we expect the program to be a continued success. For the 2019-20 season, the hours of operation will continue to include: i) Four (4) 8-week sessions over the course of a year • Fall and Winter sessions will be held at Hasse Arena • Spring and Summer sessions will be held at Ames Arena ii) Fall/Winter sessions will include: (i) 3.5 hours on Saturday mornings (ii) 1.5 hours on Monday evenings iii) Spring session will include 9 (i) 2.5 hours on Tuesday evenings (ii) 4.5 hours on Saturday mornings iv) Summer session will include: (i) 2.5 hours on Tuesday evenings The public skating program increased during 2018 due to additional sessions offered during the prime winter months and additional marketing strategies. For the 2019-20 winter season, the hours of operation will continue to be offered in the same manner as last season; Saturdays from 5:45pm – 7:45pm and Sundays from 1:00pm – 3:00pm for $5.00/person and $3.00/skate rental. The budget anticipates approximately $21,500 of revenues from public skate admissions and skate rental. Event Admissions for high school games are shared with ISD #194 (60% Arenas/40% ISD 194) and will generate approximately $44,000 of revenue. Pro Shop Sales / Skate Sharpening are provided at both Ames and Hasse Arena. Concessions operations at Ames Arena and Hasse Arena have been managed by the Arena staff since October 2012. Concessions revenue is expected to remain steady from 2019 as overall arena operations will be very similar to the previous year. The budget anticipates approximately $26,500 of revenues from the concession stand operation. Vending Machines revenues are approximately $5,500. Advertising contracts are anticipated to generate approximately $29,500. Current contracts are in place with 26 local and regional companies and organizations. Expenditures The 2020 expenditure budget is $1,127,728 which is a $471 (0.1%) increase over the previous year. The following is a summary of the proposed budget expenditures: The majority of the costs attributable to operations are fixed costs such as insurance, utility costs, Capital Reserve Fund contributions and certain personnel costs. As such, the arena must seek to maximize efficiencies by operating the facilities as one complex with a common objective – providing quality services for the community and maximizing the return on the public investment. Personnel costs account for approximately 38% of the operating costs. The proposed budget provides for three full-time staff members to operate the facilities including a 3% COLA beginning January 1, 2020. Arenas Manager (2) Assistant Managers 10 The arena also has a contingent of part-time staff including resurfacer drivers, office workers, Learn to Skate Director, Learn to Skate Instructors, concession and custodians. Part-time personnel are scheduled based on facility rental commitments. Hence, part-time personnel costs are directly proportional to revenues. Commodities represent approximately 5% of the total budget. Other Charges and Services are proposed to decrease by $11,721 (-4.9%) from $238,724 in 2019 to $227,003 in 2020 Other charges and services represent approximately 20% of the budget expenses. 2019 2020 Salaries and benefits Estimate Proposed Total % Salaries - Full Time 183,108 192,376 9,268 5.1% Salaries - Part Time 148,039 145,759 (2,280) -1.5% PERA 19,235 18,812 (423) -2.2% FICA 25,333 25,867 535 2.1% Hospitalization 35,313 33,083 (2,230) -6.3% Life and Disability 178 178 - 0.0% Long Term Disability 396 396 - 0.0% Dental Insurance 1,782 1,871 89 5.0% Workers Compensation 7,540 7,699 159 2.1% Total 420,924 426,041 5,117 1.2% Increase/Decrease 2019 2020 Commodities Estimate Proposed Total % Office Supplies 545 545 - 0.0% Operating Supplies 15,700 17,700 2,000 12.7% Motor Fuels 200 200 - 0.0% Cleaning Supplies 10,000 10,000 - 0.0% Clothing 2,400 2,400 - 0.0% Equipment Parts 3,000 3,000 - 0.0% Building Repair Supplies 16,000 18,000 2,000 12.5% Small Tools/Equipment 1,500 1,500 - 0.0% Computer Supplies 1,500 1,500 - 0.0% Total 50,845 54,845 4,000 7.9% Increase/Decrease 11 2020 vs 2019 Est. 2019 2020 Increase/Decrease Estimate Proposed Total % Other Charges and Services Fiscal Agent fees 32,640 33,293 653 2.0% Attorney Fees 50 50 - 0.0% Bank charges 2,500 2,550 50 2.0% Audit 6,025 6,075 50 0.8% Use of Personal Auto 200 200 - 0.0% Advertising 5,500 5,500 - 0.0% Insurance 20,939 21,986 1,047 5.0% Water and Sewer Service 15,650 17,500 1,850 11.8% Waste Disposal 8,500 11,250 2,750 32.4% Telephone 1,872 1,872 - 0.0% Postage 100 100 - 0.0% Other Contractual 16,792 17,252 460 2.7% Equipment Repair and Maintenance 12,700 24,095 11,395 89.7% Building Repair and Maintenance 70,159 63,450 (6,709) -9.6% Contract Landscaping 2,000 2,000 - 0.0% Schools and Conferences 2,000 2,000 - 0.0% Business Meetings/Misc. Expenses 200 200 - 0.0% Dues/Subscriptions/Licenses 5,205 5,130 (75) -1.4% Snow Removal 16,642 10,500 (6,142) -36.9% Capital Outlay 19,050 2,000 (17,050) -89.5% Total 238,724 227,003 (11,721) -4.9% The budget provides for annual audit services. Use of personal auto is attributed to the staff traveling to continuing education schools and conferences. Advertising is comprised of flyers, signage and publication advertising. Insurance premiums for liability, property and casualty insurance provides coverage for both facilities. “Other Contractual” ($17,252) includes water treatment services, alarm system monitoring, water softening, fire extinguisher and sprinkler system testing. “Fiscal Management Fees” is a charge from the City of Lakeville to provide support services such as payroll, human resources, annual financial reports, periodical financial reports, accounts payable, Information Technology support and other administrative support functions for the arenas. Equipment Repair and Maintenance costs for 2019 are projected to be $12,700 in order to address maintenance requirements at the arenas. Some of the significant projects include regular maintenance to ice resurfacers ($5,500), repairs to the sound system ($2,000) and replacement dasher board glass ($1,000). The equipment repair costs in 2020 will increase to 12 an estimate of $24,095 as replacement batteries for the Electric Zamboni Ice Resurfacer at Hasse Arena are required. Building Repair and Maintenance provides appropriations for maintenance agreements relating to HVAC, refrigeration and ice painting as well as major maintenance projects. The costs for 2019 are estimated to be $70,159 in order to address major maintenance and cold weather repairs at the arenas. Some of the significant projects include repairs to the hot water plumbing ($5,000) and roof at Ames #1 ($4,000) due to the polar vortex event in January. Repairs and maintenance to the parking lots ($5,500) and arena painting ($3,000) will also take place in 2019. The proposed 2020 budget for building repair and maintenance will decrease by $6,709 as a result of completing a significant number of major maintenance projects in 2019. The budget provides for fertilizer and herbicide applications at the two arenas. Lawn mowing is performed by arena staff. Schools and Conferences provides for attendance by arena staff at the Minnesota Ice Arena Managers Workshop & Conference. Dues and subscriptions ($5,130) will include the Minnesota Department of Health food license for the concession stand, software licenses for ice scheduling software (MaxGalaxy), annual elevator operating permit and music service licenses to accommodate public skating. Snow removal contracts ($10,500) are required for the Ames and the Hasse Arena. Utilities. Utilities are presumed to increase 2.9% for electrical and decrease 6% for natural gas for the upcoming year. Utilities represent 26% of the total budget and are the predominant reason for increases in ice arena operating costs. 2020 vs 2019 Est. 2019 2020 Increase/Decrease Utilities Estimate Proposed Total % Electric Service 230,675 237,340 6,665 2.9% Gas Service 56,089 52,500 (3,589) -6.4% Total 286,765 289,840 3,075 1.1% 13 Capital Outlay items are included in budget to replace assets; which have exceeded their useful life. Items include: 2020 vs 2019 Est. 2019 2020 Increase/Decrease Capital Outlay Estimate Proposed Total % Replacement Rental Skates 12,000 (12,000) -100.0% Security Camera/Monitoring 2,000 2,000 - 0.0% Unit Heater for Ames Mechanical Room 2,200 (2,200) -100.0% Replacement Tires/Rims for Work Truck 1,250 (1,250) -100.0% Replacement Trailer 1,600 (1,600) -100.0% Total 2,850 - (2,850) -100.0% Debt Service. The Ames Arena was financed with the issuance of debt which is repaid with LHA pull-tab revenues ($95,000) and arena operations ($88,626). Final payment on the Ames Arena debt will be made in August 2019. The Hasse Arena was financed with a Lease Revenue Bond in 2006 by the Lakeville Housing and Redevelopment Authority. The 2006 bonds were advanced refunded by HRA Lease Revenue Refunding Bonds, Series 2016A. The debt service for Hasse Arena is financed by the City of Lakeville and Independent School District 194. The annual payment (~$580,000) is not an obligation of Lakeville Arenas and therefore, not included in the budget. The final debt payment is February 2032. Transfer to Capital Reserve Fund. The transfer has been adjusted to cover increased capital expenditures in 2020 - 2025. 14 Fund balance Arena revenues are highly cyclical with revenues exceeding expenditures in the months of November through April. However, in the months of May through October, expenditures tend to exceed revenues. Cash balances are at their lowest in October and early November. As such, it is important that the fund balances at the beginning of the year are adequate to provide sufficient working capital to sustain operations through the first 10 months of the year. The proposed budget results in an ending balance of $492,448 in 2019 and $539,785 in 2020. 2020 vs 2019 Est. 2019 2020 Increase/Decrease Operating Revenues Estimate Proposed Total % Ice Rental 919,305 957,825 38,520 4.2% Other Revenues 221,181 217,241 (3,940) -1.8% Total Revenues 1,140,486 1,175,066 34,580 3.0% Operating Expenses Personnel 420,924 426,041 5,117 1.2% Utilities 286,765 289,840 3,075 1.1% Contractual 219,674 225,003 5,329 2.4% Commodities 50,845 54,845 4,000 7.9% Capital Reserve Fund 130,000 130,000 - 0.0% Capital Outlay 19,050 2,000 (17,050) -89.5% Total 1,127,257 1,127,729 471 0.0% Net increase/(decrease) 13,229 47,337 34,109 257.8% Fund Balance Beginning of Year 479,219 492,448 13,229 2.8% Fund Balance End of Year 492,448 539,785 47,338 9.6% 15 Capital Reserve Fund The purpose of the Capital Reserve Fund is to provide a financial framework for replacement of the arena infrastructure as it ages including, but not limited to, roofs, dehumidification, and refrigeration systems. The Capital Reserve Fund reflects debt being issued to fund major capital upgrades starting in 2020. The repayment of the debt is shown here for purposes of showing the impact on fund balances and General Fund transfers. Further discussion would be needed regarding other funding sources (e.g. ISD#194, City of Lakeville, LHA, et c). Separate debt service funds would be established. The following pages are a summary of the Capital Reserve Fund Budget. 16 2019 2020 2021 2022 2023 Revenues Transfers from Operating Fund 130,000 130,000 110,000 135,000 140,000 Debt Issuance - 500,000 4,920,000 2,190,000 575,000 Debt Issuance - Parking Lot 350,000 450,000 - - - LHA Contribution 2020-2030-$70,000/yr - 70,000 70,000 70,000 70,000 HFSC Contribution 2019-2029-$10,000/yr 10,000 10,000 10,000 10,000 10,000 CITY / ISD PROPERTY TAX LEVIES?- - 300,000 350,000 400,000 Other/Grants - - - - - Interest on investments 293 103 173 336 365 Total revenues 490,293 1,160,103 5,410,173 2,755,336 1,195,365 APEX Project - 2020-2022 500,000 4,918,427 2,190,604 Expenditures Dehumidification Lease Other Roof - Hasse Parking lot expansion - Ames 350,000 Parking lot resurfacing - Ames 5,100 sq yds 154,050 RTU - Ames HS Room 43,000 Flooring Locker rooms - Ames #2 25,000 Hasse DHU A/C Coil Installation 108,000 Parking lot expansion - Ames 450,000 Electric Ice Edger - Hasse 9,500 Bleacher Radiant Heaters-Ames 2 53,500 Unit Heater - Ames 2 Zamboni Garage 11,200 Water Savings - Ames - Toilets, etc 14,370 Refrigeration Equipment - Ames 500,000 Flooring - Ames 10,000 Refrigeration Equipment - Ames 2,500,000 Refrigeration - underground - rink 2 950,000 Flooring - Ames 178,000 Dasher Boards - Sheet 2 208,000 Dehumidification - Sheet 2 508,285 Unit Heater - Ames 1 Zamboni Garage 11,300 Boiler System - Ames Ice Plant 251,625 Ames Building Envelope Improvements 61,956 Hasse Building Envelope Improvements 16,277 Ames Building Controls 6,285 Hasse Building Controls 46,942 Hasse Ice Plant Controls 179,869 Lighting - Ames 63,610 Lighting - Hasse 125,578 Lighting - Ames 98,117 Refrigeration Equipment - Ames 250,000 Refrigeration - underground - rink 1 950,000 Dasher Boards - Sheet 1 208,000 Dehumidification - Sheet 1 539,231 Ceiling Low E - Rink 1 71,387 Ceiling Low E - Rink 3 73,869 Debt Service (2019 Projects) Ames Parking Principal 30,000 30,000 30,000 35,000 Interest 12,250 11,200 10,150 9,100 Debt Service (2020 Projects) Ames Parking Principal 35,000 40,000 40,000 Interest 22,500 20,750 18,750 Debt Service (2020 Projects) Principal 15,000 15,000 15,000 Interest 25,000 24,250 23,500 Debt Service (2021 Projects) Principal 150,000 155,000 Interest 246,000 238,500 - - - - - Total expenditures 680,050 1,090,820 5,246,427 2,726,754 1,280,514 Net increase/(decrease)(189,757) 69,283 163,746 28,582 (85,149) Balance January 1 293,016 103,259 172,542 336,288 364,870 Balance December 31 103,259 172,542 336,288 364,870 279,721 Lakeville Arenas Reserve Fund 17 2024 2025 2026 2027 2028 Revenues Transfers from Operating Fund 145,000 158,000 172,000 187,000 206,000 Debt Issuance 535,000 - 405,000 - 395,000 Debt Issuance - Parking Lot - - - - - LHA Contribution 2020-2030-$70,000/yr 70,000 70,000 70,000 70,000 70,000 HFSC Contribution 2019-2029-$10,000/yr 10,000 10,000 10,000 10,000 10,000 CITY / ISD PROPERTY TAX LEVIES?475,000 550,000 550,000 550,000 550,000 Other/Grants - - - - - Interest on investments 280 229 213 221 202 Total revenues 1,235,280 788,229 1,207,213 817,221 1,231,202 APEX Project - 2020-2022 Expenditures Resurfacer - Hasse 165,874 Flooring - Hasse 198,000 Artificial turf 121,007 Signage - Hasse 48,403 Roof - Sheet 2 404,315 Dehumidification - Hasse 395,000 Debt Service (2019 Projects) Ames Parking Principal 35,000 35,000 35,000 40,000 40,000 Interest 7,875 6,650 5,425 4,200 2,800 Debt Service (2020 Projects) Ames Parking Principal 40,000 45,000 45,000 50,000 50,000 Interest 16,750 14,750 12,500 10,250 7,750 Debt Service (2020 Projects) Principal 15,000 20,000 20,000 20,000 20,000 Interest 22,750 22,000 21,000 20,000 19,000 Debt Service (2021 Projects) Principal 165,000 170,000 180,000 190,000 200,000 Interest 230,750 222,500 214,000 205,000 195,500 Debt Service (2022 Projects) Principal 70,000 75,000 75,000 80,000 85,000 Interest 106,250 102,750 99,000 95,250 91,250 Debt Service (2023 Projects) Principal 15,000 20,000 20,000 20,000 20,000 Interest 28,750 28,000 27,000 26,000 25,000 Debt Service (2024-2029 Projects) Principal 15,000 15,000 30,000 35,000 Interest 26,750 26,000 45,500 44,000 - - - - - Total expenditures 1,286,409 803,400 1,199,240 836,200 1,230,300 Net increase/(decrease)(51,129) (15,171) 7,973 (18,979) 902 Balance January 1 279,721 228,592 213,420 221,394 202,415 Balance December 31 228,592 213,420 221,394 202,415 203,318 18 19