HomeMy WebLinkAbout2007-0205 Study Session PACKET CITY OF
ASHLAND
CITY COUNCIL STUDY SESSION
AGENDA
Monday, January 5, 2007 at 5:15 p.m.
Council Chambers, 1175 East Main Street
1 . Look Ahead Review
2. Discussion of Ashland Fiber Network Five- Year Business Plan
3. Review of regular meeting agenda for February 6, 2007
In compliance with the Americans with Disabilities Act, ifyou need special assistance to participate in
this meeting,please contact the City Administrator's office at(541) 488-6002(TTYphone number
1-800-735-2900). Notification 72 hours prior to the meeting will enable the City to make reasonable
arrangements to ensure accessibility to the meeting(28 CFR 35.102-35.104 ADA Title I).
The Ashland Fiber Network
Five Year Business Plan
Presented : February 2007
COMMUNITY BROADBAND
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Contents
PAGE 1 COVER LETTER
PAGE 2 TABLE OF CONTENTS
PAGE 3 A MESSAGE FROM THE DIRECTOR
PAGE 4 OPERATIONAL NET
PAGE 5 THE PAST THREE YEARS
PAGE 6 CURRENT FINANCIAL SUMMARY
PAGE 7 FIVE YEAR FORECAST
PAGE 8 REVENUE SUMMARY BY CATEGORY
r
PAGE 9 REVENUE SUMMARY FOR VOIP (TELEPHONE) & AFN INTERNET
PAGE 10 REVENUE SUMMARY FOR WIRELESS INTERNET& HIGH SPEED DATA
t
PAGE 11 REVENUE SUMMARY FOR WHOLESALE INTERNET & CABLE TELEVISION
PAGE 12 EXPENSE DETAIL
PAGE 13 CAPITAL
PAGE 14 NETWORK REFRESH AND A NEW CMTS
PAGE 15 THE FUTURE
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A Message From
The Director
The past ten months have been an exciting time for the Ashland Fiber Network (AFN). In May,
2006, the City Council voted unanimously to move forward with a plan to remake AFN. Since
that decision was made, the City has begun the construction of a wireless internet network;
leased the CAN video facilities to Ashland Home Net; and has launched a Voice Over Internet
Protocol (VOIP)telephone product in partnership with Rio Communications.
When I presented to the budget committee in 2006, 1 provided an outline of what the next few
years would look like.
FY 2006/2007 Restructure AFN According to May 1 Council Decision
FY 2007/2008 Regain Network Health
FY 200812009 Generate Positive Operational Cash Flow
With the restructuring of AFN well underway, it is time to better quantify the next few years.
AFN Staff, with the assistance of the finance department, have put together a plan that details
revenue, expense, and capital by product line. Since we wholesale most product lines, the City
has limited control of customer growth and the associated revenue. As such, staff has projected
conservative growth based on current run rates; however, these projections are dependent
upon the success of private enterprise. With only a month or two behind us since the spin off of
the cable television product and the launch of telephone, both expense and revenue projections
are somewhat soft. As each month's financials are released, we will receive more accurate
information and as such, a more accurate forecast.
This business plan also includes AFN becoming a retail ISP with the expressed purpose of
gaining additional collective market share. We are not interested in taking customers from our
current ISPs but instead hope to convert current Charter broadband customers, Qwest DSL
customers, miscellaneous dial-up customers, and households that do not yet have a
connection.
I am excited with the level of support experienced by the City Council, my fellow City
employees, and the community. I am convinced that support will continue to enable AFN to
grow in financial health and to provide excellence in service to Ashland.
Joseph Franell
Director of Information Technology
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Operational Net
It is important to begin with the "bottom line". Seeing the bottom line up front allows everyone to
have a clear picture of where we project AFN's financials will go over the next five years and
helps prevent getting lost in the numbers before even getting to the "net". As you can see
below, the picture is a good one. The projections represented in this.document reflect an
$800,000 positive swing over the nine years covered. FY2008 is an exception in the positive
trend of the enterprise due to the amount of capital needed that year to restore network health.
Operational NET(Including Capital)
$500,000
$400,000
$300,000 -
$200,000
$100,000
$0
W W Ol O r N
4100,000 z a s a
0 0 o S
N N N ry
-$zoo,000
-$300.000
-$400,000
-$500,000
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The Past Three Years
Below is a view of the past three years' financials. While FY 2005/06 was a much better year
financially, the cable television product line still lost $341,442. Spinning off cable TV was the
right decision. Revenue growth slowed down from 2005 to 2006 and cable television
programming costs continued to rise.
FY 2004 FY 2005 FY 2006
Total Personal Services $666,196 $674,108 $787,332
Total Materials and Svcs $1,730,686 $2,034,368 $1,829,570
Total Capital $154,146 $64,311 $160,000
TOTAL EXPENSE $2,551,028 $2,772,787 $2,776,902
Total Internet Revenue $950,645 $1,113,216 $1,248,262
Total Cable Revenue $931,761 $1,140,097 $1,225,884
Total Advertising Revenue $2,906 $7,347 $1,198
Total High Speed Data
Revenue $268,688 $217,417 $220,034
TOTAL REVENUE $2,154,000 $2,478,077 $2,695,378
Historical Summary
$3,000,000
$2,500,000
$2,000,000
$1,500,000 o TOTAL
EXPENSE
$1,000,000 ■TOTAL
REVENUE
$500,000
$0
FY 2004 FY 2005 FY 2006
Note: "Cost of Service" includes Operational and Capital expenses but not Debt Service
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Current Financial
Summary
The year to date, July through December, 2006, financial statement for the Telecommunications
Fund showed that AFN was on track for budgetary expenses and was ahead on revenue. This
is in large part due to fewer losses in CAN subscriber counts and net gains in billable internet
accounts. Additionally, we are under-spending our marketing budget.
In summary, AFN's financial outlook is favorable. Operational losses have been stopped and
customer counts are higher than anticipated immediately following the transition of the CAN
product line. As a result, revenues are higher than were initially projected.
2007 YTD as of 12/31/06
Re rEM ns
2007 Adopted $1,774,000 $1,879,843
YTD Actual $1,196,098 $1,001,390
rce ggoll t /
iL n_a 67.42% 53.27%,
Year to Date Financial Summary
How
am
f2,000.000 •i�•••••1?5 d•:,•�s-sx—,... �,1�
f+.300,000
f1,100.000
s+,doo,000
$1,200,000 -IM
O 200TAdo�bd
$1,000,000 lominn Bosomy"
$300,000 ■VTOAtvaL
1300,000
fdo0,o00 son
!200,000 SM
so
Revenue Expense
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Five Year Forecast
The following table is a summary of revenues, expenditures, and the associated "net' for the
next five fiscal years. This includes all capital expenses for each year. Since the capital outlay
for FY 2007/08 is larger than the following years due to the need to regain network health, the
2007/08 "net' operational cash flow is lower. For subsequent years, we project annual revenue
growth of approximately 5%.
Total Annual Total Annual Total
Gross Gross Annualized
Revenue Expense Net
FY 07/08 $1,680,874 $1,640,108 $40,767
FY 08/09 $1,767,553 $1,558,036 $209,516
FY 09/10 $1,856,951 $1,613,540 $243,410
FY 10/11 $1,956,078 $1,597,767 $358,311
FY 11/12 $2,060,917 $1,659,369 $401,548
RevenuelExpense Summary
$2,500,000
$2,000,000
$1,500,000 ® o Total Annual
Gross Revenue
$1,000,000 ■Total Annual
Gross Expense
$500,000
$0
FY FY FY FY FY'
0703 0sro9 09110 10111 11/12
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Revenue Summary by
Category
The assumptions made in projecting revenue are as follows:
1. Voice Over Internet Protocol (VOIP) and AFN Internet Service Provider (ISP) revenues
will increase quarter-to-quarter by 5%.
2. Wireless Internet revenue will increase 3% quarter-to-quarter.
3. High Speed Data revenue will increase 2% quarter-to-quarter.
4. Wholesale Internet revenue (revenue from other ISP's) will increase 1% quarter-to-
quarter.
5. Ashland Home Net will start 151 Quarter FY 2007/08 with 2400 customers averaging
$17.00 per customer per billing month. Cable Television (CATV) revenue will increase
1% quarter-to-quarter for FY 2007/08 and 3% quarter-to-quarter for each year following.
Mo hly Revenue by Product Line
TOTAL TOTAL
Fiscal AFN High Wholesale Monthly Annualized
Year VOIP ISP Wireless Seed Internet CAN Gross Gross
2007/08 $732 $2,586 $1,098 $18,239 $109,601 $7,816 $140,073 $1,680,874
2008/09 $824 $3,143 $1,236 $19,495 $114,051 $8,546 $147,296 $1,767,553
2009/10 $927 $3,821 $1,391 $20,305 $118,682 $9,619 $154,746 $1,856,951
2010/11 $1,044 $4,644 $1,566 $21,425 $123,501 $10,826 $163,006 $1,956,078
2011/12 $1,175 $5,645 $1,762 $22,460 $128,516 $12,185 $171,743 $2,060,917
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Revenue Summary for Voice over Internet Protocol
(Telephone)
Low Target High Target
Gross Gross Gross Gross
Monthly Monthly Monthly Annualized
Revenue Revenue Revenue Revenue
FY 2007/08 $366 $732 $1,464 $8,786
FY 2008/09 $412 $824 $1,648 $9,888
FY 2009/10 $464 $927 $1,855 $11,129
FY 2010/11 $522 $1,044 $2,088 $12,526
FY 2011/12 $587 $1,175 $2,350 $14,098
VOIP (telephone) Revenue
$2,500
$2,000 •-. ----+-
�Lew Groan Mon[My
Rcvcnuc
$1.500 -- �-Targa[Groaa
MuntM1ly Revenue
$1,000 --HigM1 Groan MontM1ly
R<r
$500
$0 _
g g R Lv
Revenue Sum ary for AFN Internet
Low Target High
Gross Gross Gross Gross
Monthly Monthly Monthly Annualized
Revenue Revenue Revenue Revenue
FY 2007/08 $2,510 $2,586 $2,664 $31,033
FY 2008/09 $2,825 $3,143 $3,492 $37,721
2009110 $3,180 $43,68424 1 $64,577 45,850
010/11 000 FFY Y $3,5 ,73
FY 2011/12 $4,028 $5,645 $7,864 $67, 4
AFN Internet Revenue
$7,000 --
$6,000
$5,000 - j-- - EL..Grosz Menthly Rcvmyc Target Gros:$3,000 Monthly Revmm$2,000 nigh Gro..
Monthly Revenge
$1.000
$0
� ry
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Revenue Summa for Wireless Internet
Low Target High
Gross Gross Gross Gross
Monthly Monthly Monthly Annualized
Revenue Revenue Revenue Revenue
FY 2007/08' $822 $1,098 $1,478 $13,178
FY 2008/09; $856 $1,236 $1,869 $14,832
FY 2009/10 $890 $1,391 $2,364 $16,694
FY 2010/11 $927 $1,566 $2,990 $18,789
FY 2011/12 $964 $1,762 1 $3,782 1 $21,148
AFN Wireless Revenue
$9,000
$8,000
$7,000 -
$6,000
$6,000 !' Monthly R<r<nn<
$4,000 �Torq<t Gro::
�� Momhly R<v<na<111110 0$3,000 - -a-Nigh Gro..
$2,000 Monthly R<v<nu<
$1.000
$0
on
no
N N ot n
Revenue Summa for High Speed Data
Low Target High
Gross Gross Gross Gross
Monthly Monthly Monthly Annualized
Revenue Revenue Revenue Revenue
FY 2007/08 $17,358 $18,239 $18,693 $218,870
FY 2008109 $17,751 $19,495 $20,420 $233,939
FY 2009/10 $17,996 $20,305 $21,781 $243,662
FY 2010111 $18,324 $21,425 $23,622 $257,101
FY 2011/12 $18,617 $22,460 $25,024 $269,518
AFN High Speed Data Revenue
$9,000 ...._....._._...�--..�.fi.,-..
$8,000
$7,000
$6,000 L..Gre..
$5,000 - - Monthly Revenue
- �T<rq<t Grow
$4,000 Monthly R<v<n«
$3,000 ..-
$2,000 Monthly Revma<
$1,000
$0
on
to
_ N
A -
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Revenue Summa for Wholesale Internet
Low Target High
Gross Gross Gross Gross
Monthly Monthly Monthly Annualized
Revenue Revenue Revenue Revenue
FY 2007/08 $108,249 $109,601 $109,882 $1,315,213
FY 2008/09 $110,431 $114,051 $116,625 $1,368,616
FY 2009/10 $112,656 $118,682 $123,782 $1,424,187
FY 2010/11 $114,926 $123,501 $131,377 $1,482,014
FY 2011/12 1 $117,242 $128,516 1 $139,439 $1,542,190
Wholesale Internet Revenue
alaill
Ha,m d��Qi...._.......
91ss,zrs Low Gros:
9nr,9ss Monthly Revenue
Target Gross
Nzz,9rs Monthly Revcnuc
9ni,m '
-,s<--High Gross
�11z•Ot Monthly Revenue
Nrs,w
pn,m
ry $Y FY2009/10 fY2010011 rY20110 2
2007108 2008109
Revenue Summary for Cable Television
Low Target High
Gross Gross Gross Gross
Monthly Monthly Monthly Annualized
Revenue Revenue Revenue Revenue
FY 2007/08 $7,758 $7,816 $7,934 $93,795
FY 2008/09 $8,013 $8,546 $9,245 $102,557
FFY 2090 $8939 $9,616 9 $11,237 $115,429
Y 2010/11 $ $1082 $13659 $12916
FY 2011/12 $9,629 $12,185 $16,603 $146,222
Cable Television Revenue
$13.000
$17.000
$15,000 Lew Greve
$13,000 --
Monthly Revenue
--F-Target Grw-e
$11,000 ? Monthly Rev<nue
$3.000 -+--High Groz
r .�..- -- Monthly Rcvanva
$7.000
$5.000
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Expense Detail mill
The below spreadsheet provides more detail of expense history and projections. Following City
practice, we applied an annual 7% increase to Personal Services to make sure that increases in
health insurance and other benefits were covered. We applied an annual 3% increase to
Materials and Services to account for inflation in these areas as well. Capital expenses are
based on actual projections for Capital purchases and planned replacement. More specifics for
Capital follow on the next page.
FY 2004 FY 2005 FY 2006 FY 2007
Historical Historical Historical Projected FY 2008 FY 2009 FY2010 FY 2011 FY 2012
Personal
Services
Salaries&
Wages $457,270 $476,739 $537,930 $399,245 $355,479 $354,766 $384,828 $417,224 $439,806
Fringe
Benefits $208,926 $197,369 $249,402 $237,719 $177,072 $198,499 $215,209 $207,092 $236,819
Total
Personal
Services $666,196 $674,108 $787,332 $636,964 $532,551 $553,265 $600,038 $624,316 $676,625
Materials
Services
Supplies $253,533 $263,998 $133,659 $307,696 $321,252 $327,735 $329,718 $339,610 $341,714
Rental,
Repair,
Maintnce $128,887 $95,372 $109,896 $116,974 $71,023 $73,202 $73,543 $75,802 $76,168
Comm $31,478 $15,017 $6,252 $12,009 $5,126 $5,280 $5,280 $5,438 $5,438
Contract
Services $196,033 $410,368 $126,302 $44,663 $52,991 $62,009 $63,366 $65,267 $66,707
Misc.
Charges&
Fees $379.833 $417,571 $539,687 $380,138 $277,462 $272,617 $275,506 $283,907 $286,983
Other
Purchase
d Services $740,922 $832,042 $913,774 $216,032 1 $58,703 $69,653 $71,814 $74,151 $76,459
Total
Materials
and Svcs $1,730,686 $2,034,368 $1,829,570 -$1,077,511 $786,556 $810,497 $819,228 $844,176 $853,469
Capital
E ui mnt $0 $0 $120,000 $70,000 $201,000 $134,275 $134,275 $44,275 $44,275
Imprvmnts
Orr Bld s $154,146 $64,311 $40,000 $0 $120,000 $60,000 $60,000 $85,000 $85,000
Total
Capital $154,146 $64,311 $160,000 $70,000 $321,000 $194,275 $194,275 $129,275 $12V75
TOTAL $2,551,028 $2,772,787 $2,776,902 $1,784,475 $1,640,108 $1,558,036 $1,613,540 $1,5975767 1 $1,659,369
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Capital
The Capital projections listed in the table below are the same as included in the City's Capital
Improvement Plan. Unlike in years past, we are accounting for depreciation and planned
replacement of equipment and network components by setting aside a percentage of the value
of an item each year in advance. For example, next year, we will replace the Cable Modem
Termination System (CMTS). Each year following, we set aside 20% of the value of a new
CMTS based on a projected five year life span. This results in the City not having to have
spikes in the Capital expense projections for AFN after next year.
Put
Reroute Fiber
Wireless Fields Maps in Network
Buildout CMTS Routers Project GIS Refresh
2007/08 $15,000 $125,000 $20,000 $40,000 $20,000 $10,000
2008/09 $0 $25,000 $4,000 $0 $0 $10,000
2009110 $0 $25,000 $4,000 $0 $0 $10,000
2010/11 $0 $25,000 $4,000 $0 $0 $10,000
2011/12 $0 $25,000 $4,000 $0 $0 $10,000
2012/13 $0 $25,000 $4,000 $0 $0 $10,000
2013/14 $0 1 $25,000 1 $4,000 $0 $0 $10,000
Under
ground
WiMax FTTP Machine TDR OTDR Locator TOTAL
- 2007/08 $0 $50,000 $23,000 $2,000 $11,000 $5,000 $230,000
2008/09 $100,000 $50,000 $2,300 $400 $1,575 $1,000 $39,000
2009/10 $100,000 $50,000 $2,300 $400 $1,575 $1,000 $39,000
2010111 $10,000 $75,000 $2,300 $400 $1,575 $1,000 $39,000
2011/12 $10,000 $75,000 $2,300 $400 $1,575 $1,000 $39,000
2012/13 $10,000 $75,000 $2,300 $400 $1,575 $1,000 $39,000
2013/14 $10,000 $75,000 $2,300 $400 $1,575 $1,000 $39,000
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Network Refresh
and a New CMTS
As stated during the May 1, 2006 City Council meeting and during the IT Departmental budget
briefing, there has been no planned replacement of key network components to date. As a
result, some of those components are past "end-of-life" and must be replaced immediately. The
most pressing need is the replacement of the Cable Modem Termination System (CMTS). It is
a system of devices located in the cable head-end that allows AFN to offer high-speed Internet
access to home computers. The CMTS sends and receives digital cable modem signals on our
cable network, receiving signals sent upstream from a user's cable modem, converting the
signals into IP packets and routing the signals to one of our Internet Service Providers for
connection to the Internet. The CMTS also can send signals downstream to the user's cable
modem. Cable modems cannot communicate directly with each other; they must communicate
by channeling their signals through the CMTS.
Current CMTS New CMTS
Processor Utilization @ 100% Scaleable
DOCSIS 1.1 Compliant 2.0 & Upgradeable
Quality of Service Functionality Minimally Supported Fully Supported
Download Speed 3-5 Mb s Maximum Greater than 10 Mb s
Upload Speed 1 Mb s Maximum Greater than 10 Mb s
Vendor Support Features, Fixes No Longer Supported Fully Supported
The new CMTS will allow AFN to provide the next level of internet service with significantly
faster speeds and better quality of service.
In addition to the replacement of the CMTS, the AFN staff will do planned maintenance on and
replacement of other key network components to include; optical nodes, power supplies and
batteries, and other active devices in the outside plant.
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The Future
With our recent restructuring of AFN so fresh in our minds, talking about the future is critical.
Since AFN has technology centric services and the one constant in technology is that it keeps
changing, the AFN team must constantly look to and plan for the future in order to ensure the
community continues to enjoy the benefits of state of the art telecommunications products and
services.
While the future of technology is rarely crystal clear, we can make educated projections of future
needs and what products will best fill those needs. This business plan allows for the continued
build-out of the wireless internet product we currently have deployed in parts of the city. It also
includes;a planned migration to a WiMax solution that is the next generation of wireless internet.
We've included continued fiber to the premise installations for those with high-bandwidth
application requirements and the plan includes the purchase and installation of a new CMTS.
There are other, new technologies that are just now beginning to be seen in the market that we
will watch to see if they provide warranted benefit to Ashland. We will update the capital plan as
appropriate to make sure that the investment in the Ashland Fiber Network stays meaningful
well into the future. Finally, we will continue to fine tune this plan as we get better run rates and
are able to more accurately trend both expenses and revenues.
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CITY OF
ASHLAND
Imbortant: Any citizen attending council meetings may speak on any item.on the agenda, unless it is'-the '
subject of a public hearing,which has been closed. The Public Forum is the time to speak on any subject not
on the printed agenda. If you wish to speak, please fill out the Speaker-Request form located near the
entrance to the Council Chambers—The chair will recognize you and inform you as to the amount-of
time allotted to you. The time granted will be dependent to some extent on the nature of the item under
discussion,the number of people who wish to be heard, and the length of the agenda.
AGENDA FOR THE REGULAR MEETING
ASHLAND CITY COUNCIL
February 6, 2007
Civic Center Council Chambers
1175 E. Main Street
7:00 p.m. Regular Meeting
I. CALL TO ORDER
II. PLEDGE OF ALLEGIANCE
III. ROLL CALL
IV. MAYOR'S ANNOUNCEMENT OF BOARD AND COMMISSION VACANCIES
V. APPROVAL OF MINUTES [5 minutes]
1. Executive Session meeting minutes of January 16, 2007
2. Regular Council meeting minutes of January 16, 2007
VI. SPECIAL PRESENTATIONS &AWARDS
None.
VII. CONSENT AGENDA [5 minutes]
1. Minutes of Boards, Commissions, and Committees
2. Confirmation of Appointment of the Police Chief
3. Approval of Public Contract for a Term Exceeding Two Years— Multifunction
Business Machine Lease
4. Council Liaisons 2007
5. Appointment of Judge Pro Tern
6. Approval of a Common Boundary Line
7. Termination of Easement at 829 North Main Street
8. Acceptance of a Public Utility Easement at 150 Lithia Way
9. Internet Bandwidth Contract Approval
10. Mid-Year Financial Report: July- December 2006
11. Approval of Public Contract for Transformer Disposal Services
12. Acceptance of Deed of Dedication
13.Approval for Ashland to Continue in Lawsuit
COUNCIL, MEETINGS ARE BROADCAST LIVE ON CHANNEL 9
VISIT THE CITY OF ASHLAND'S WEB SITE AT WWW.ASHLAND.OR.US
VIII. PUBLIC HEARINGS (Testimony limited to 5 minutes per speaker, unless it is the subject
of a Land Use Appeal. All hearings must conclude by 9:00 p.m., be continued to a
subsequent meeting, or be extended to 9:30 p.m. by a two-thirds vote of council (AMC
§2.04.040))
1. Request for Approval of Fee and Policy Recommendations [30 Minutes]
IX. PUBLIC FORUM Business from the audience not included on the agenda. (Total time
allowed for Public Forum is 15 minutes. Speakers are limited to 5 minutes or less,
depending on the number of individuals wishing to speak.) [15 minutes maximum]
X. UNFINISHED BUSINESS
1. Approval of City Charter Ballot Measure [15 Minutes]
2. Discussion of Transient Occupancy Tax Use [30 Minutes]
3. Discussion of Interim Library Funding Options[15 Minutes]
4. Discussion of Annual Budget Process and Calendar[30 Minutes]
XI. NEW AND MISCELLANEOUS BUSINESS
1. Federal Appropriations [5 Minutes]
2.. Ashland Fiber Network Five-Year Business Plan [30 Minutes]
XII. ORDINANCES, RESOLUTIONS AND CONTRACTS
1. First Reading of a Resolution Titled "A Resolution of the City of Ashland Authorizing
an Interim Bond Financing Loan From the Special Public Works Fund By Entering
into a Loan Contract with the Oregon Economic and Community Development
Department for the Jefferson and Washington Street Improvements Project Number
806003"
2. First Reading by title only of an Ordinance Titled "An Ordinance Amending AMC
3.08.020 To Apply Ethics Provisions to Employees, Appointed Officials and Elected
Officials"
XIII. OTHER BUSINESS FROM COUNCIL MEMBERS/REPORTS FROM COUNCIL
LIAISONS
XIV. ADJOURNMENT
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this
meeting, please contact the City Administrator's office at(541) 488-6002(TTY phone number 1-800-735-
2900). Notification 72 hours prior to the meeting will enable the City to make reasonable arrangements to
ensure accessibility to the meeting (28 CFR 35.102-35.104 ADA Title I).
r
COUNCIL MEETINGS ARE BROADCAST LIVE ON CHANNEL 9
VISIT TI IE CITY OF ASHLAND'S WEB SITE AT W W W.ASI-ILAND.OR.US
Community Dialogue Meeting
Keeping Our Library Open
January 29, 2007
Historic Ashland Armory
7 p
Introduction and Welcome— Holly East
Panelists presented facts relating to the library closure issue relating to their offices.
Panelist included John Snider from Rep Walden's office, Dave Gilmour from the Jackson
County Commissioners, Cathy Shaw, representing State legislators, Martha Bennett,
representing the City of Ashland, and Anne Billeter, representing the County library
system.
Martha Bennett, City Administrator
Introduced city counselors present—Russ Silbinger, Eric Navikas, Alice Hardesty.
What city is doing an not doing—Ballot measure for May election as plan C—to keep
Ashland library open in case county libraries can't open—has matrix handout with
assumptions— cost 1.4 mill to operate, city can do less and spend less, not replicate level
of operations. County wide system is better than Ashland only operation. Library would
be a general fund (taxes supported) service. GF also supports parks, planning, fire,
police, etc. = 12 million fund in Ashland. Can't absorb library without reducing other
services. Stop gap measure—city wants regional option. Odd election year is tough time
for regional solution. Could mean library is closed for year. What would happen to staff,
books? These are county questions. Complicated questions which would need to be
resolved. City Council wants voter authorization before making a decision so there will
be a ballot—needs to be a double majority= 6200 voters in Ashland. Property tax is on
assessed value, not real market value.
Anne Billeter, County Library
Jackson Co library is single system with one governing agency, 15 branch libraries. Plan
was to achieve more with central, efficient system and yet providing individual services
to each community according to need. (For example: reference librarians in Ashland,
service to tourists to use email and do research—therefore more computers in Ashland.)
Single person selects children's library books, efficient. Also, share 120,000 library
materials, via SOLIS have access to almost 1 million materials. Small libraries could
have been stagnant, but now rotate materials between libraries to bring fresh books and
books on cassette into each branch. Ashland is included in this rotation system. Branch
requests are also active. We would be in same financial difficulty even if we didn't build
the buildings—it is the operating funds which are short. New buildings are heavily used
=meeting rooms, etc. 8.2 million to operate, great bit is personnel, smaller amount is
materials. Ashland branch serves 20,000 borrowers—much more than just in Ashland
city boundaries.
Dave Gilmour, county Commission
Surveyed room: approximately 25% moved here in last 5 years, 10% in last 10, 10% in
last 25. Explained O & C monies 1937 Fed government worked with counties to give
them a portion of timber sales to fund services. Worked well when small, not as well in
poor economy of 1980s. Lost population then. Libraries sustained by succession of
levies. Measure 50 consolidated existing levies but didn't make promises for future.
County sustained services to present level of 8 million. Not Incl. buildings. Not able to
get reauthorization of O & C funds. Been a 12 year issue. Has been reauthorized twice.
Last year stalled. Greg Walden has been working on this. 260 million budget. Only
have discretion on some percentage of funds. We do have discretionary funds on 43 mill,
incl. 23 mill for libraries. Budget committee prioritized funds over last year and half.
Top priority is health and human services, and public safety. Community health center
could die without these funds. This was done in public process, not covered well by
media. Lots of cuts in health and human services, roads, sheriff,jails, etc. in addition to
libraries.
Cathy Shaw, State Senator Alan Bates and Representative Peter Buckley
Charts—Jackson County operating funds—26% non-dedicated revenue source, 60%
from property tax. 43 mill. 65% sheriff, 5% health, 19% libraries, other health and
human services, etc.
1.94/1000 used now under measure 50.
6,500,000 county budget. Libraries about 8 million. Not just a library issue, also a
public safety issue.
Why an income tax vs. property tax. Income is more progressive, property and fees are
more regressive. Gets us off O&C rollercoaster. Is deductable. Cost about 61 c. per
person. 30 million comes in. Will be tax deductable.
Protects bond rating by stabilizing revenue stream.
Problems=writing tax codes, requires legislation to standardize. Won't get funds until
2009.
Can only be voted on in Nov 08.
Library supporters have asked for district., but been denied.
Could use rainy day fund to get us to 2008 election.
John Snider, Rep. Greg Walden's office
Funding declined 70%, time is up for stop gap measure. Rep Walden, HR 17 for
reauthorization. Even if passed, would be a gap in funding. Would need a continuing
resolution to keep government going in interim. Fed government has obligation to these
18 counties which are affected by this loss. 100 jobs lost. Haven't given up. Long shot.
2 billion dollars of O&C, 50% goes to Oregon. Have to decide what to do in 7 years
even if reauthorized. Law enforcement and public health and safety are also issues.
Possibility Statements
Table 1: Want to have enough self-sufficient and sustainable income to sustain Jackson
county services at the current level
Table 2: Graph—Immediate bridge measure. Student needs books available for her next
project right away. Can't make library separate from other economic issues. Look at
UGB and sustainable economies and inviting businesses in. Need to have serious long
term solution— controlled locally.
Table 3: Library district is essential to operate separately from other system. Income tax
would work best. As a bridge, pass a two year temporary income tax in May 2007 ballot.
Libraries would be charged with public information campaign to explain their usefulness
to whole area.
Table 4: We must consider all of the county services. The solution must address all of
them. It is stronger to work together. (Libraries are just the first on.the chopping block—
canary in the coal mine.) We need to free ourselves from O&C funds - to have stable
funding source to fund all endangered services. Liked income tax best= least regressive
- I% - Would have strength of funding all services to pass it. Perhaps there are ways
(creative, community-spirited) to increase use of volunteers. Will need a bridge until that
tax can be collected—perhaps a rainy day fund and.... The vision is to continue
tradition of parents to provide these services to protect and build community for our
children. A powerful vision honestly interpreted will carry the day. It is an assumption
that we don't like taxes.
Table 5: Political discussion. Unanimously must be a county-wide solution. About 6000
volunteers to get sufficient voters (60,000) to turn out for double majority and we think
there is enough energy behind it. If county won't put on May ballot, then look at the city
or school district to put local option on May ballot to cover larger area, serve more
people, cost less. (Can school district do this and pass $ to county to operate libraries?)
Table 6: We desire to keep the libraries open and functioning at a reasonable level by
exploring cost cutting through close evaluation of city and county budgets, consolidation
of branches, expanded use of volunteers and stable funding by creating a library district
or instituting an income tax or imposing a utility surcharge.
Table 7: Not whole solution = library foundation would be able to funnel donated funds
as supplement. Ashland hotel/motel tax to put toward library.
Table 8: Ideas: Out of a crisis, creative solution = better system possible. Local
responsibility for funding should be goal. Don't count on Federal funds. Sophisticated
info. Technology =move toward virtual library. Perhaps option for bridge to supply
books and information. Public-private partnership: possible for government to provide
facility, heat, materials and private provides management, personnel, components of the
library via public-private combination. Also private financial component possible.
Always remember we are part of county community—reach out to other sympathetic
county partners to reach solutions.
Table 9: Need more organization. Create an organization = research committee, arm for
funding via stores, theater with theme— save our art (library theme). With this
organization, we might accomplish more goals, make community more aware, political
action. Representatives of county need to hear from community. Recall option.
Table 10: What is = we love our libraries and they must stay open. Need both short
term and long term solutions The short term solution is the County rainy day fund. Long
term solutions should spread the $ responsibilities across as many entities as possible.
Any taxes need to stand on own merit. Income, property, Ashland sales tax — use well.
Consider all suggestions. K Falls has special district created 5 years ago and have
funding now. RCC district option. Long term budget plan. Need to scrutinize budget
carefully! (need to address concerns of those who still think there is waste and
mismanagement within the county government).
Table 11: Envision county-wide solution to keep libraries open through current budget
year. Put a County measure on the ballot with an Ashland measure in background. Stop
gap include rainy day fund, grants, city activities levy, consolidation of branches, rent out
branches for income. Be creative.
Table 12: We're in this together. Opposed to you're on your own. Want a Jackson Co.
library system. Need to try a property tax. This could pass county wide. Need to move
on beyond this to 1% income tax for future. Should consider and discuss a sales tax on
luxury items statewide. Should close loop holes to Oregon state taxes. Get rid of kicker
also. Need serious economically sound and public funding for public goods and services.
Table 13: Would like county-wide solution to library problem. Need stop gap for
Ashland. Need certainties from Co. to have access to computer system and courier and
these would need to be accessible to any county library with their own funding system.
Could have a county-city cooperative system, a library district and could use any of
funding mechanism discussed tonight. Will not be a quick fix.
Table 14: Bring troops home first. Have a county solution. May ballot item.
Adequately fund all library services. Privatize libraries first. Make county solution for
all services not just library. Back up to support Ashland library. Educate voters that we
are only voting on operations. Need to mobilize multiple groups to get this passed.
Table 15: Important to keep county wide system. This is commissioner problem. This
discussion needs to be re-voiced so libraries are not scape-goat. We are losing family-
wage jobs. Income tax idea is a good one. Need to re-evaluate staff/branch uses. May
not need libraries in each community. Evaluate cost-saving measures.
16. (same table) Seek solutions which also solve greater problem of economic viability
of our region.
Review of"white paper" notes from tables:
Can we operate the system with less money than 8 million or as a core for City-run
libraries? Could we do with fewer branch libraries? Cut hours and services? Rent out
closed library space?
What are possibilities for long-term funding?
The County should speak out to say it will support the City's effort to keep the library
open
Try to pass measure again with smaller$ amount.
Voluntary donations, foundation grants?
Privatize
The Ashland option might work for awhile, but we need the county-wide resources
Some states have statewide systems
Disparity of income tax in a city or county would cause us to lose residents.
Sales tax?, Property tax?
State funding?
Why put bail-out of system on home-owners? 2% Sales tax —on May 2008 ballot? User
fee? Friends of Library fund drive—corporations and individuals? Library foundation for
whole county. Be more creative about fund-raising for immediate needs. Supermarket
donation centers? Extra dollar charged onto OSF, Britt, other theater tickets? "Support
our heart— fund libraries, the heart of our community", Encourage visitors to visit our
libraries —access fee? Grants?
Can we borrow against county's rainy day fund?
Can libraries be run with more volunteers?
Best to save entire county system
Responsibility of federal and local government to fund libraries. Create a strong looby to
force elected officials to take care of local issues.
Everyone— call representatives to cut off war funding.
Possibilities— County income tax, library district.
There is huge shortfall of$ across board. Put $ into social betterment.
Do away with ballot measure system
Refocus on big picture - $23,000,000 shortfall
We wish to see a plan to solve the $23 million shortfall. A county income tax and a
library district were felt to be good ways to do this.
Create a library district using an income tax idea (ie. Cathy Shaw).
In the meantime, use a one or two year volunteer system (as in volunteer fire districts).
$100,000 a year for building
80,000 for a head librarian
50,000 for a secondary librarian (to train volunteers)
$230,000
20,000 miscellaneous
$250,000 one year budget
Collect a fee from half the Ashland population — collect $500,000 a year, bank $250,000.
Each city would do this.
Possibility Statement: We need to have enough self-sufficient and sustainable income to
maintain countywide library service as good as what we have.
Possibility Statement: This is not a library problem only. The County must re-evaluate
how to provide a stable funding source for essential programs including libraries.
Perhaps a downsized "hub" system of libraries can be helpful for the long term health of
the system, and that the library system needs its own taxing district, perhaps an income
tax would be the most equitable tax base to pursue.
Address issues of I. libraries obsolete (esp. for young people)?, 2. what is "bare bones"
budget?, 3. what about these new buildings?
What are criteria of acceptable solutions?
Context—the war! (elephant in the living room) Mismanagement?
What about income tax vs. property tax? What about if its just for a year?
Close the jail and sheriff's department! (65%) Make a statement! Use netflix model —
open a few hours. Move prisoners/meth addicts into libraries.
Fees—tax sports venues - $1 fee per ticket
Rent space in library
Donate to tax deduction if designate for operating expenses
Match with Oregon cultural trust
Endowment fund interest eams
Library foundation as collection agency.
Fee on book sales
Only county wide solution because entire county paid bond for buildings
Advertising tax
Present reasons for library better
Save $ on multiple purchases for Jackson County Reads (250 books bought)
Fundamental fairness for everyone
Divert some Ashland taxes to go to library (like the hotel/motel tax that now goes to
Chamber of Commerce and OSF)
Rent out libraries as homeless shelters
We want to create an organization to create:
a research committee
with an arm for funding (stores, theater, theme (save our heart)
with a citizen education awareness
with local and federal political action (library lobby)
Through a resolution, recall CW Smith, who has not shown positive action toward saving
this library
The foundation is in place: concerned citizens, passion for cause
All groups need to unite for a common goal
Local sustainability needs to be the umbrella concept encompassing health services,
libraries, quality of life, education-sou, rcc, asd, technology, parks, public safety, culture,
economy.
On one side: "We will continue to lose quality of life if we don't expand the economy",
on the other: "We can't be a 3`d world economy dependent on resource extraction,
retirees, and tourism!"
Another side: "It's not an isolated library problem"
Another side: "Libraries are really important. I need those books for school projects"
Economic Welfare: long term: diversify tax base— sales, income, property, extend urban
growth boundary, invite sustainable industry, expand our base for property tax, less Wal-
Mart/Home Depot, look for international models.
Bridge Measures: Short term: volunteers for library, school district libraries, rainy day
fund.
Diversify tax base— sales, income, expand our base— link growth to libraries.
Schools as library partners
Volunteer system
Think small/local —be sustainable
Focus on what we can control
Don't separate
"Ashland sustainable center for technology, education, culture and economy"
Ashland issues: workforce housing, small business—high tech est. themselves, difficult
losses (SOU, skating rink, pool closure— any one thing "expendable"=losing quality of
life! Highway 99 property not necessarily used for highest and best services. Can we
expand city urban growth boundaries + get more businesses and housing therefore
expanding tax base?
It is the job of public officials to allocate public funds for the public interest. Turned
culture from "citizens to consumers"
Federal government has greatest taxing authority via income tax. Some of that money
flowed back to local governments for revenue sharing. Oregon depends on extraction
industries. Look at economics of the community. Is library taking hit for sheriff's
department? Laura Bush grants?
Ashland may be able to economize in several-city operations to divert money toward
keeping the library open. Go through Ashland's budget with a fine toothed comb. One
example of frivolous spending would be the BMW motorcycles used by the Ashland
Police Department.
If no money can be diverted from the Ashland budget to keep the library in operation, the
city should examine other alternatives for raising the money from citizens in general: not
merely homeowners. To have renters share the library expense,the likeliest and fairest
source would be a surtax on water use and/or electricity use. This would aid in
economization, which is quite important to Ashland's future.