HomeMy WebLinkAbout2005-05-16 Budget Committee Minutes
BUDGET COMMITTEE MEETING
MAY 16, 2005 PAGE - 1
Budget Committee Meeting
Draft Minutes
May 16, 2005, 7:00pm
Civic Center Council Chambers, 1175 East Main Street
CALL TO ORDER
Chairman Jim Moore called the Ashland Budget Committee meeting to order at 7:00
p.m. on May 16, 2005 in the Civic Center Council Chambers, 1175 E. Main Street
Ashland, Oregon.
ROLL CALL
Mayor Morrison was present. Councilor Amarotico, Hartzell, Jackson, and Silbiger
were present. Councilor Hardesty was absent. Budget Committee members Bond,
Levine, Mackris, Olsen, Thompson, and Williams were present.
STAFF PRESENT: LEE TUNEBERG, FINANCE DIRECTOR
JOE STRAHL, INTERIM PUBLIC WORKS MANAGER
MIKE MORRISON, SUPERINTENDENT PUBLIC WORKS
CINDY HANKS, PROJECT COORDINATOR
BRYN MORRISON, ADMINISTRATIVE SECRETARY
PUBLIC INPUT
None
PUBLIC WORKS Capital Improvement Section
page 3-63 to 3-100
Joe Strahl, Interim Public Works Manager, spoke to the Capital Improvement Plan.
Mike Morrison, Superintendent, is responsible for completing the budget. Mr. Strahl
spoke to Public Works responsibilities and gave an overview of the budget. He noted
when budgets are prepared, assumptions are made about projects that look out many
years ahead. He said there are also issues with respect to grant funds. Many come
from ODOT and subject to regional and statewide competitive processes, and there is
no guarantee funds will be available.
Mr. Strahl pointed to a recent analysis done on $2.7 million backlog of paving projects
in the City. Over the six year program, only $1.7 million is being addressed, creating a
BUDGET COMMITTEE MEETING
MAY 16, 2005 PAGE - 2
backlog that continues to growin dollars and projects. Different strategies will be
looked at, but local cash infusion may be necessary to plan for projects.
Mr. Strahl spoke to Water and Wastewater which are largely supported by dedicated
fundsand rates that citizens pay. He addedthat when shifting from one fiscal year to
next, this shift happens to fall during the busiest time of year for Public Works
department. Estimating expenditures are difficult, and not always correct when the
fiscal year ends. The Public Works department managers will be meeting to refine
current capital improvement projects to see where they stand for this year.
The Committee inquired about the performance standard of the Overall Condition
Index (OCI) of 78%, and how it is maintained with $1 million backlog. Mr. Strahl
explained the pavement index system is how the City tries to analyze what condition
the streets are in. He added they would like to have all streets in the backlog above 65
OCI. Mike Morrison, Superintendent of Public Works, explained that the OCI is done
every two years and the 78% referenced (3-71) is a carryover from the previous year
inspection. He also noted some of the streets have been postponed because there is
not a dire need at this time. Mr. Morrison said the streets from Dewey to Mountain,
need to be completely restored. He added some streets need water and sewer mains
in streets. He added, the department tries to stay even with the median streets by
putting a surry seal on them. Lee Tuneberg, Finance director said the 78% is a
benchmark for the overall city.
Mr. Strahlwalked through the Capital Improvement Plan. (See Proposed Budget 2005-
2006; pages 2-8 to 2-95.) He explained ODOT rail funds will not be available for the
railroad crossing improvement at Hersey, Laurel & East Main Streets. The department
is looking for other sources of funding for the $400,000 project. Committee asked if
the project would be reprioritized if funds weren’t available, and if the railroad
companies pool their funds. Mr. Strahlsaid if the funds weren’t available, the project
will be reprioritized. He added that he didn’t know exactly where the railroads get their
funding, but thought they worked with Federal dollars.
The North Main & Wimer Street intersection does not currently have a guaranteed
STIP grant. Mr. Strahl said he will be attending a meeting to discuss ways of being
more effective in obtaining grants, as well as continuing to pursue funding through
STIP and other sources.
The Committee asked if the City purchased the lot on N. Main Street. Mr. Strahl
confirmed the lot purchase for additional parking space, adding the earliest use to be
2008.
The Committee asked about the Allison St repairs being done in 2009. Mr. Morrison
said there was much more work to do in the next four years.
Mr. Strahl said the Nevada Street bridge has no current monies to count on, and the
Downtown Plan Phase II STIP monies are not allocated to the City as of yet.
BUDGET COMMITTEE MEETING
MAY 16, 2005 PAGE - 3
Committeeinquired how many years in advance funds are approved for STIP. Mr.
Strahl said typically two years.
Mr. Strahl said the City recently requested bids on miscellaneous sidewalks, but only
received one bid due to contractor’s busy schedules. This bid was 45% higher than
our Engineers estimate, so the project hasbeen put on hold until we can get some
reasonable prices. He said the high cost of oil has had a double negative effect on
transportations projects, causing the price of materials to also go up. At the same time
our revenues will decrease as people use less fuel.
Committee inquired when a project gets put on hold, and the City banks the money
from LID residents, who pick up the additional charges if the cost goes up? Mr.
Morrison said the City will not charge citizens if project goes over 10% of the
engineers estimate, and there is a $4400 lot limit, no matter what size. Committee
asked if the Beaver Slide funding was solid. Mr. Morrison said the money is anticipated
to be budgeted in 2007. He explained the Walnut Street monies are promised by
SEMAC grant, but it looks like it will not be enough. He added the Hosler Dam
transmission line replacement is nearing completion but the bid may exceed projected
amount in the budget. The Committee asked what determines the order for water line
replacement, and based on the figures, what percentage will be taken care of in the
next six years. Mr. Strahl said age, problems, leaking, upsizing, and other conditions
determine when. As for the percentage of those being worked on he would have to
get back to the Committee, but a good water line should last 50 years. He added that
a normal street should last 25 years. Mr. Morrison added the Siskiyou Boulevard line is
made of steel and hasn’t been replaced in 50 years. He added the lines around the
hospital are smaller, and need to be upsized for fire protection. Mr. Morrison said the
lines are determined by the water master plan, which was completed last year. Mr.
Strahl said most decisions will be based on technical decisions.
Mr. Strahl addressed the Wastewater Plant and said it is the best effluent in the state.
Mr. Morrison said the costs are related to temperature and capacity. He added the
cost includes adding a couple more membrane filters.
Break until 8:15
Mr. Tuneberg answered questions on CIP projects that have more to do with other
funds that reside in Public Works. He addressed P.2-84, and the covered storage
building for electric. He said $120,000 was in CIP and $120,000 in electric fund. He
proposed $120,000 cut out of electric fund, because the electric department pays fees
toward facilities that pay for this. Mr. Tuneberg added that the numbers do not take
into account future inflation.
Mr. Tuneberg presented the Public Works Budget, pointing to P. 3-63 to 3-99. He
began an overview of each section, and spoke to fees that will be adjusted for final
budget document. Committee asked about the transportation fee. Mr. Tuneberg said
BUDGET COMMITTEE MEETING
MAY 16, 2005 PAGE - 4
the fee is assessed to customers to pay for the street fund operations.He said
personal costs are running an average 6-7% increase per year, due to health care,
retirement, benefit costs, etc. He added a significant portion of materialsand services
are internal charges. He noted the capital outlay is lower, adding that the equipment
costs are also included in capital outlay as well as capital improvements.
Mr. Tuneberg spoke to the Airport Fund. He pointed to P. 3-68, 3-69. He stated that
there are significant expenditures finishing construction of T hangars and
improvements, most improvements are done through federal grants. The revenues
come from rentals and service charges at the airport itself. He said in 2006, they are
not doing any capital improvements with FMA or FAA grants. Committed asked about
the Miscellaneous Charges and Fees. Mr. Tuneberg said included in the fees arethe
T hangar construction, part of internal charges, and payments back to equipment fund
for underground storage tanks we replaced a few years ago.
The Committee pointed to 4-22, and the long term 2006 deficit. Mr. Tuneberg said at
the first part of year they had to borrow money internally and the $200,000 dollars will
be paying it back. Committeeasked if the long term deficiencies are anticipated in the
new master plan. He replied themaster plan looks more at improvements and
maintenance of the facility; we look at what activities go under and charge the
appropriate amounts. Committee asked how central service fees are calculated. Mr.
Tuneberg said it is a very complex calculation, that depends on each activity and the
benefits received.
Mr. Tuneberg spoke to the Street Division. P. 3-70–3-73. He addressed the
performance measures and rating for OCI. He noted how the Public Works
Department identifies items that relate to Council goals and safety.
Mr. Tuneberg spoke to Grounds Maintenance. P. 3-74-3.75. He said in some cases
City contracts with Parks to do services. As we improve the streets and put in more
grounds to maintain, the costs will go up.
Mr. Tuneberg spoke to Storm Drain. P. 3-76 – 3-77. He said many of the people in
Public Works shift between divisions for project work. He noted the proposed 5%
increase in storm drain fees. The Committee asked about the rate increases, and if
they are implemented when budget is approved. Mr. Tuneberg replied it is a separate
process that depends on the activity or type of fee. He said depending on if it was
originated by resolution or ordinance that identified some inflationary amount. Most of
the fees have to be reviewed by Council in a four-five year period.
Mr. Tuneberg spoke to the Water Division. P. 3-78-3.79. He addressed the use of TID
water, and said it is used in various ways throughout the City for irrigation. He said the
Department of Revenue suggests that they set a budget at the last moment and adjust
as needed with things that change in June. He said if you see an adjustment, it’s not
unusual. Pointing to P. 3-80 and the Treatment Division, Mr. Tuneberg noted the
interest on debt services in 2003 of $206,000 was due to refunding of 1994 bonds.
BUDGET COMMITTEE MEETING
MAY 16, 2005 PAGE - 5
This required an up front interestpayment, and a savings of total interest cost over the
life of debt service. Referring to the Forest Interface Budget, he said the budget is
almost the same amountbecause they are anticipating the sameactivity. He added
line 605 is funded 100% through grants. Mr. Tuneberg said they are currently studying
water and wastewater SDC’s, which will be simplifying the tracking process and future
presentations.
Mr. Tuneberg spoke to the Wastewater Division, P. 3-84 – 3-88. He gave an overview
of the infrastructure; special equipment used; Council and division goals; budget
issues and performance measures. He said the proposed rate increase is 3%. He
added this fund receives monies from food and beverage revenues of $1.2 million per
year; with a debt service in the $1.7 million range. Committee asked if there was a
compliance deadline for the TMD, and what the cost was. Mr. Strahl said he did not
know of any deadline, and said the cost depends on what is implemented; testing
criteria; what has to be improved and what the problems are related to. Pointing to P.
3-86, Mr. Tuneberg gave a general overview of the Collection and Construction
Divisions. He said there was no construction proposed for treatment plant. Committee
asked about upgrades in CIP. Mr. Tuneberg said that was in another area, 3-87
process improvements rather than in the overall project. Pointing to P. 3-87, and the
Treatment Division. He said they are proposing to add $242,000 to the Capital Outlay
proposed budget of $56,750. He noted this was a disconnect in the process, and is
work that was budged or identified in the CIP but didn’t make it all the way through the
detail, but will be included on the final summary.
Mr. Tuneberg pointed to Administration and Engineering Division, P. 3-90 – 3-92. He
said this is primarily in the central service fund. He added there is one significant
change of a half time employee. This employee is providing valuable support and is
proposed to be moved to full time.
Mr. Tuneberg pointed to the Facilities and Cemetery Maintenance Divisions, P. 3-94 –
3-97. Mr. Tuneberg said there are no significant changes. Committee noted the
significant costs in line 603 from 2003 to 2006. Mr. Morrison said he raised the budget
for the increased costs of water and electricity. Mr. Tuneberg said the Cemetery
operates out of the General Fund. Chairman Jmaes Moore questioned the release
crew. Mr. Morrison explained line 602 as low cost workforce.
Mr. Tuneberg spoke to Fleet Maintenance and Acquisition, P. 3-98 – 3-99. He said
equipment replacements are located here. The Jet Rodder was originally budgeted for
2005, and may be extended into 2006. There is one disconnect; a need to add a used
ambulance, for $100,000. This will be restored by higher rents in the fire department.
He said the justification is very good for replacement, they have two other older
apparatus that because of age, is hard to get parts. Mr. Morrison is looking at electric
vehicles to reduce fuel costs. He said they are proposing, a water treatment SUV,
which is a little more expensive, because it is a dual fuel, electric hybrid. The
Committee said it is time to look at other options for fuel efficiency. Mr. Tuneberg said
total Capital Outlay will increase to $970,000 with the addition of the used ambulance.
BUDGET COMMITTEE MEETING
MAY 16, 2005 PAGE - 6
Committeeasked if the ambulance was a replacement or an addition, and asked about
the utility billing upgrade. The ambulance was a replacement.Mr. Tuneberg
addressed the utility billing upgrade. He said there are certain things that are sizeable
in capital outlay. Theypurchased the Eden Software, out of the Equipment Fund and
the departments pay the fund back. He said the $250,000 is a place holder, and they
are currently studying software for an upgrade or another avenue. Committee asked
about the Eden software and if the upgrade was for it or other software. Mr. Tuneberg
said the utility software is home grown, and the question becomes is it time to change
or put more money into it. He noted that it was not a part of the Eden software.
Council asked about the Jet Rodder proposed $131,000, and the rest of the $19,000.
Mr. Tuneberg said it may be reduced, adding that when the budget was put together
they didn’t know what the bid was going to be.
Mr. Moore asked if there was a final figure for capital outlay. Mr. Tuneberg said instead
of 8,210,150, it would be 8,344,150.
James Bond, Budget Committee Member/Councilor Kate Jackson m/s approval of
Public Works budget as amended. All Ayes.
FINANCE (ADMINISTRATIVE SERVICES) page 3-17 to 3-27, 3-33 to 3-38
The Committee asked ifFinance changes would affectcentral services budgets in all
departments. Mr. Tuneberg said, not materially.
Break until 9:37pm
Mr. Tuneberg gave an overview of the Administrative Services and Finance
Administrative Department. He spoke to proposed budget as it stands now. He noted
the department proposed 36.65 FTE’s, and now have 23.65. He said they pulled out
all AFN and IT activities. He then spoke to accounting, utilities, parking enforcement,
rate models, studies, and general support. Pointing to P.3-19 and the overall
proposed budget. He pointed to operating and non operating divisions. $738,500
includes fire station expenses. Insurance fund relates to the additional monies for
PERS that are set aside. Because of losses and other actuarial information the rate
would have gone up over 80%, adding that we set aside monies a year ago and will
spend these.
Mr. Tuneberg spoke to the Municipal Court Division. This division came to the
Department a couple of years ago. He said there is no allocation of his time or central
service charges. He added there is a proposed increase of .4 FTE. He added the need
for security and having the doors open during the hours of operation for customers.
The Committee asked about the increase in personal services, and that it doesn’t
equal to fines and forfeitures. Mr. Tuneberg said that there is a significant impact in
benefits, which is offset by not having to pay overtime. He said the revenues in the
court are up 3% and are driven by cases. He added the overall costs of the court are
BUDGET COMMITTEE MEETING
MAY 16, 2005 PAGE - 7
pretty even. Committeeasked about the judges’salary; is it at half time and is itset in
the charter. They also asked if they have looked at other ways to cover the hours of
operation, security and vacation schedules. Mr. Tuneberg wasn’t sure about if the
salary was set in the charter, and would have to look into this. He said he has looked
at how to manage efficiently. Currently there are not enough people to cover the
shifts, without drawing on other City Hall staff that are not necessarily trained to do the
work itself. He said they did several improvements with computer conversion, helping
with segregation of duties and also our reporting and tracking to help with efficiency.
ADJOURNMENT
This meeting was adjourned at 9:54 p.m.
Respectfully Submitted,
Deborah Fleishel
Administrative Secretary