HomeMy WebLinkAbout2008-05-15 Budget Committee Minutes
BUDGET COMMITTEE MEETING
MAY 15, 2008-PAGE 1 OF 6
Budget Committee Meeting
Minutes
May 15, 2008 6pm
Civic Center, Council Chambers, 1175 East Main Street
CALL TO ORDER
The Citizen’s Budget Committee meeting was called to order at 6:03 pm on May 15, 2008 in Council
Chambers at 1175 East Main Street, Ashland Oregon.
ROLL CALL
Committee members Chapman, Douma, Gregorio, Hardesty, Hartzell, Heimann, Jackson, Morrison,
Navickas, Silbiger, Slattery, Stebbins, Thompson were present. Everson was absent.
STAFF PRESENT: MARTHA BENNETT, CITY ADMINISTRATOR
LEE TUNEBERG, ADMINISTRATIVE SERVICES/ FINANCE DIRECTOR
BRYN MORRISON, ACCOUNT REPRESENTATIVE
DIANA SHIPLET, EXECUTIVE SECRETARY
JOE FRANELL, INFORMATION TECHNOLOGY DIRECTOR
KEITH WOODLEY, FIRE CHIEF
SHAWN BRANAUGH, FIRE DEPARTMENT
JIM OLSON, INTERIM PUBLIC WORKS DIRECTOR
BILL MOLNAR, COMMUNITY DEVELOPMENT DIRECTOR
ADAM HANKS, COMMUNITY DEVELOPMENT DEPARTMENT
TERRY HOLDERNESS, POLICE CHIEF
GAIL ROSENTHAL, POLICE DEPARTMENT
COREY FALLS, POLICE DEPARTMENT
RICHARD APPICELLO, CITY ATTORNEY
APPROVAL OF MINUTES
Approval of minutes from previous Budget Committee meeting dated 4/17/08.
Heimann/Slattery m/s to approve minutes of May 17, 2008. Voice Vote: All Ayes. Motion Passed.
PUBLIC INPUT
Mia Driscoll spoke about the importance of the CERT program in her life and encouraged the committee
to do all they can to keep the CERT program in the final budget.
Committee member Chapman arrived 6:09 p.m.
COMMITTEE DISCUSSION
Committee had discussion about how to proceed with the discussion and gave overview of the handouts
given from staff today regarding how much each potential cut equals in property tax cents.
BUDGET COMMITTEE MEETING
MAY 15, 2008-PAGE 2 OF 6
City Administrator, Martha Bennett, began by stating we need to focus tonight’s meeting by answering
the following questions: What is the desired ending fund balance? What is the desired revenue increase
(i.e. property taxes, utility rates, etc.)? What is the “gap” between questions #1 and #2? What does the
committee need to cut to close that gap?
Committee gave comments as to what their comfort levels are in relation to the ending fund balance.
Discussed whether ending fund balances should be targeted based on current practices, or target getting
through just this year or target dealing with the budget in the long-term.
Committee asked staff if bonding companies look not just at ending fund balance but also at our taxing
structure. Mr. Tuneberg explained that they look at all revenue streams and our ability to raise rates.
Committee continued discussing their comfort levels in relation to the ending fund balance.
Mr. Tuneberg reminded the group that parts of the ending fund balance shown in the years ahead include
large amounts of borrowing – particularly in the capital funds. You can’t equate decent amounts of
projected end fund balance to fiscal stability or budgeting latitude. Mrs. Bennett reminded the group that
in the short term the ending fund balance issue might be easier but in the long-term it will be an even
bigger problem.
Committee each gave their preferred ending fund balance levels. Committee asked and received
clarification about how franchise fee projections were established in the draft budget. Committee did
straw poll to see how many in the group are comfortable with 1.275 million as the ending fund balance
about half the group were comfortable. They had discussions about what range they are comfortable with
and what this mean in regard to a possible property tax increase. They agreed to start with a range of
1.275 to 1.5 million.
Committee began discussion of desired property tax rates. They discussed their comfort levels for the
various property tax increase rates and how long they believe the current financial downturn will take
place. Committee asked how much and when the most recent property tax increases or decreases
occurred. Committee asked if they chose to dip below the proscribed ending fund balance if that would
affect their credit-worthiness. Mr. Tuneberg explained that in order to get funding (such as bonds) and
proper scores they need to make sure that the overall ending fund balance remains on target.
The committee asked for and received clarification on the Finance budgeting safeguards against spending
too heavily into any reserve fund. Committee had discussion on the possible tax level. Some suggested
levying entire 34 cent increase and others suggested no more than 17 cents. Committee debated whether
to focus on cuts or on total property tax amount. They decided to focus on cuts and let those determine
the tax amount. They decided not to deal with the ending fund balance until after they determine the tax
and the cuts.
Committee had discussions regarding dealing with the potential cuts and suggested focusing on the
money rather than on specific personnel. Discussed whether this was a better way to handle this versus
being fair and honest about what services the committee wants to cut. Discussed what level of cut they
are interested in and how to make those cuts a permanent part of the budget.
Committee started by suggested cutting $150,000 from Police budget. After discussion, it was
determined that they might be more comfortable with $135,000. Group discussed whether they would
like to work from a goal of a total amount of $308,000 in cuts or if they should go individually by
department. There was a proposal to $75,000 cut from the Community Development Department.
BUDGET COMMITTEE MEETING
MAY 15, 2008-PAGE 3 OF 6
The group decided to do a table of all the cuts they each would like to propose to see if they could gain
consensus:
Roberta
Eric John Russ Alice Bill Lynn Arlen Cate Kate David Dennis Allen
Police 150 150 135 135 135 150 150 134 135 0 n/a 150 150
Fire 0 100 0 137 65 100 100 108 0 0 n/a 100 100
Com Dev 0 50 75 58 100 95 58 58 100 0 n/a 50 100
TOTAL15030021033030034530830023500300350
The Committee asked Fire Chief Woodley for clarification related to the service challenges that would
occur with either the reduction in CERT FTEs or the loss of the Fire Inspector. Committee asked and
received clarification from Community Development Director, Bill Molnar, regarding Planning
Department requirements for fire approval for all plans review.
Hartzell/Navickas m/s that the reduction in the Fire Department be $35,000. DISCUSSION: None.
Roll Call Vote: Hartzell and Navickas: YES; Chapman, Douma, Gregorio, Hardesty, Heimann,
Jackson, Morrison, Silbiger, Slattery, Stebbins, Thompson: NO. Motion failed 2-11.
Heimann/Hartzell m/s to un-table motion from last night. Voice Vote: All Ayes. Motion Passes.
Tabled motion from last night: Hartzell/Heimann m/s to reduce Police Department budget by
$150,000. DISCUSSION: None. Roll Call Vote: Douma, Hardesty, Hartzell, Heimann, Morrison,
Navickas, Slattery, Stebbins, Thompson: YES, Chapman, Gregorio, Jackson, Silbiger: NO Motion
Passes 9-4.
Hartzell/Heimann m/s to reduce Com Dev Budget by 100,000. DISCUSSION: Mr. Douma discussed
his reasons for choosing $100,000 which is that he doesn’t see the Housing Specialist position as a
currently necessary position. Ms. Hardesty informed the group that the former housing specialist has
been promoted and so there is no one currently working on housing issues. She stated that after all the
hard work of the Housing Commission she would be disappointed to see this position go away. She
stated that there are three ways to keep Ashland diverse; provide living wage jobs, provide affordable
housing, and keep taxes and fees from skyrocketing. Without the Housing Specialist we lose out on that
opportunity. Ms. Hartzell stated that her intention for this reduction was not specifically to focus on a
particular position but for the department to take a look at its budget and find ways to reduce overall. Mr.
Silbiger advocated against also deciding to eliminate the code enforcement specialist because he’s seen
more and more complaints from citizens regarding issues the specialist would handle. Mr. Navickas
doesn’t support this cut because now is the time to focus on long-term planning. Mr. Chapman stated that
if this motion were tied to the Housing Specialist position he would vote for it but he is worried it will
instead eliminate two other positions. Roll Call Vote: Hartzell: YES. Chapman, Douma, Gregorio,
Hardesty, Heimann, Jackson, Morrison, Navickas, Silbiger, Slattery, Stebbins, Thompson: NO.
Motion Failed 1-12.
Hardesty/Navickas m/s to make no cuts in Community Development at this point but they can come
back and make cuts later if necessary. DISCUSSION: Ms. Jackson wanted clarification on the last few
motions and where that leaves us in regard to the General Fund. Mr. Heimann stated that he thought the
reason for the chart of cuts was to reach consensus among the group and that they should keep in mind
many people suggested cutting $58,000 from the Community Development Budget. Mr. Navickas stated
we should consider the importance of planning to the livability of Ashland. Voiced concerns about the
merits of what the department has offered. Ms. Hardesty stated that she put $58,000 on the chart thinking
BUDGET COMMITTEE MEETING
MAY 15, 2008-PAGE 4 OF 6
of the code enforcement specialist but after hearing Mr. Silbiger she changed her mind. Ms. Thompson
stated she is not advocating eliminating planning but believes that you can’t staff at all times to your
highest level of activity. Mr. Slattery stated that for him he has to decide which direction the economy is
going. They have to decide whether the economy will be crashing or whether we will be improving
determining this will determine how much we need to cut. He would support a moderate cut. Ms.
Jackson reminded the group of the balancing already done by the department based staffing levels versus
the requirement to hire outside contractors to get the work done. She is not willing to cut the department
further. Mr. Douma said it is difficult no matter what and to him long range planning is vital to the future
of the city. He just questions how much the loss of the code enforcement specialist would take away from
the ability to do long-range planning. Ms. Bennett stated that the busy time for code enforcement is the
busy time for building inspection so planners would have to take over most of the responsibilities.
Additionally, they will depend on the Fire Department to take up some of the work related to weed
abatement. Roll Call Vote: Gregorio, Hardesty, Jackson, Navickas, Silbiger: YES. Chapman,
Douma, Hartzell, Heimann, Morrison, Slattery, Stebbins, Thompson: NO. Motion Failed 5-8.
Navickas/Slattery m/s to cut Community Development budget by $50,000. DISCUSSION: none.
Heimann/Hartzell m/s to amend the cut amount to $58,000. DISCUSSION: None. Roll Call Vote;
Chapman, Douma, Hardesty, Hartzell, Heimann, Morrison, Silbiger, Slattery, Stebbins,
Thompson: YES. Gregorio, Jackson, Navickas: NO. Amendment to Motion Passes 10-3.
Roll Call Vote on Amended Motion to cut the Community Development budget by $58,000: Douma,
Hardesty, Hartzell, Heimann, Morrison, Slattery, Stebbins, Thompson: YES. Chapman, Gregorio,
Jackson, Navickas, Silbiger: NO. Motion Passes 8-5.
Navickas/Hartzell m/s to cut the Fire Department budget by $30,000. DISCUSSION: Committee
determined they had already done this motion and it failed. Hartzell withdrew her second. Motion
fails for lack of second.
Stebbins/Douma m/s to reduce the Fire Department budget by $107,000. DISCUSSION: Mr.
Navickas raised concerns about the wisdom of eliminating the inspector position he believes that the Fire
Chief will instead cut CERT. Ms. Hartzell argued against the motion because without the fire inspector
we are risking loss of life and property that we could have prevented. Mr. Douma re-capped what he had
heard tonight about the increase in turn around time for planning reviews from 5 – 12 days which is still
within the acceptable time frame and that Community Development has people trained to do that review.
Mr. Navickas reminded the group that plans review is only a small portion of the inspector’s job. Ms.
Hartzell stated that in addition to plans review taking longer, many plans will not be reviewed at all and
what also won’t get looked at is the streets planning. She thinks street planning is necessary especially in
a community so close to the watershed. Mr. Heimann stated he didn’t believe the concern for CERT is
accurate.Roll Call Vote: Chapman, Douma, Gregorio, Hardesty, Heimann, Morrison, Silbiger,
Slattery, Stebbins, Thompson: YES. Hartzell, Jackson, Navickas: NO. Motion Passes: 10-3.
The group discussed where they are in reducing the General Fund Budget overall.
Ms. Hardesty stated that she doesn’t like doing this, it makes her sad, but feels they have to take these
necessary steps.
Committee discussed options for reducing funding in Central Services. Committee asked for and
received clarification on how the loss of one clerk in accounting or one clerk in cashiering may effect
timeliness of processes.
BUDGET COMMITTEE MEETING
MAY 15, 2008-PAGE 5 OF 6
Hartzell/Heimann m/s to eliminate the City Source Newsletter from the budget. DISCUSSION: Mr.
Douma wonders how to have an active and informed citizenry without this tool. Ms. Thompson reminded
the group that with the improvement in the health car costs we have actually already met the target ending
fund balance in the Central Service Fund. Roll Call Vote: Gregorio, Hardesty, Hartzell, Heimann:
YES. Chapman, Douma, Jackson, Morrison, Navickas, Silbiger, Slattery, Stebbins, Thompson:
NO. Motion Failed 4-9.
The committee discussed options for setting the Library Levy rate. A 19 cent increase keeps the library’s
extra hours open for the full two years. A 13 cent increase keeps the library’s extra hours open until the
end of the fiscal year.
Jackson/Stebbins m/s to levy library tax rate at 13 cents. DISCUSSION: none. Roll Call Vote:
Chapman, Douma, Hardesty, Hartzell, Heimann, Jackson, Silbiger, Slattery, Stebbins, Thompson;
YES. Gregorio, Morrison, Navickas; NO. Motion Passes 10-3.
The committee discussed rate increases and whether they want to alter the current rates. Committee
asked for and received clarification on where they are on balancing increase in property tax and
increasing the ending fund balance. Committee reviewed how our rates compare with other cities in the
Rogue Valley. Had discussions about how lower water use relates to water revenues and how to balance
the necessity of conservation with financing challenges related to processing water. Commission
discussed the long-term challenges of the current rates.
Committee discussed the add packages. Ms. Jackson suggested that we leave those items related to the
TOT in the budget and let Council determine this at their TOT meeting. She suggested we add in the city
employee continuity strategy and fiscal stability add packages. Overall effect would be about 2 cents in
property taxes. Committee asked and received clarification regarding the requirements and information
gained from the continuity strategy proposal.
Jackson/Silbiger m/s to include as ad packages $70,000 for employee continuity strategy and
$84,000 for fiscal stability. DISCUSSION: Ms. Hardesty questioned whether $84,000 would be enough
to support this goal? Mr. Tuneberg stated he is unsure, but it would fund a staff level accountant. Roll
Call Vote: Douma, Hardesty, Heimann, Jackson, Morrison, Navickas, Silbiger, Slattery, Stebbins;
YES. Chapman, Gregorio, Hartzell, Thompson; NO. Motion Passes 9-4.
Hartzell/Navickas m/s to include strategic plan and economic development goals contingent upon
council’s approval of the TOT increase. DISCUSSION: The committee discussed whether they should
tie the goals into the increase in TOT funding or whether they should allow staff the ability to find
alternate means of funding. Hartzell/Navickas agreed to remove the ‘contingent upon TOT increase’.
Mr. Slattery recused himself from the discussion due to conflict of interest. The Committee asked and
received clarification on the previously dedicated funds for economic development.Roll Call Vote:
Douma, Gregorio, Hardesty, Hartzell, Jackson, Morrison, Navickas; YES. Chapman, Hiemann,
Silbiger, Stebbins, Thompson; NO. Slattery; Excused. Motion passes 7-5 but concern was raised that
it was not passed by the 8 person majority required for budgetary restrictions. If budget passes by a
majority of 8 then this automatically passes.
Douma/Slattery m/s that we take $150,000 from the general fund contingency line item and give it
to the ending fund balance. DISCUSSION: Committee asked and received clarification on what the
pros and cons would be with this balance. Mr. Tuneberg reminded the group that without it being in the
contingency line item they could do nothing with this money unless there was a major emergency. He
reminded the group that Council must approve any use of contingency funds. Douma/Slattery withdrew
the motion.
BUDGET COMMITTEE MEETING
MAY 15, 2008-PAGE 6 OF 6
Hartzell/Gregorio m/s to increase property tax by an additional 5 cents as restricted funds to help
the ending fund balance. DISCUSSION: Committee asked and received clarification on how the
finance department would handle those as restricted funds. Committee discussed the reasons for
increasing the ending fund balance and why this may or may not be a bad idea for the opinion of the
public but necessary for the safety of budgets and the City in years to come. Roll Call Vote: Gregorio,
Hardesty, Hartzell, Jackson, Morrison, Navickas, Silbiger: YES. Chapman, Douma, Heimann,
Slattery, Stebbins, Thompson: NO. Motion is 7-6.Motion fails due to lack of necessary majority.
Committee asked for and received information about the property tax rate as related to how the actions
and votes have gone thus far and what they still need to do to finish the budget approval.
Navickas/Gregorio m/s to approve property tax levy rate at $4.1297/1,000. DISCUSSION: Mr.
Gregorio reminded the group that even though Ms. Everson is absent she was interested in levying the
entire amount. Roll Call Vote: Gregorio, Hardesty, Jackson, Morrison, Navickas, Silbiger: YES.
Chapman, Douma, Hartzell, Heimann, Slattery, Stebbins, Thompson: NO. Motion Fails 6-7.
Heimann/Slattery m/s to approve property tax levy rate at $4.0797/1,000. DISCUSSION: None.
Roll Call Vote: Chapman, Douma, Hardesty, Heimann, Morrison, Silbiger, Slattery, Stebbins,
Thompson: YES. Gregorio, Hartzell, Jackson, Navickas: NO. Motion Passes 9-4.
Jackson/Slattery m/s to approve Budget as revised and convey to Council for adoption.
DISCUSSION: None.Roll Call Vote: Chapman, Douma, Hardesty, Heimann, Morrison, Navickas,
Silbiger, Slattery, Stebbins, Thompson: YES. Gregorio, Hartzell, Jackson: NO. Motion Passes 10-3.
Heimann/Stebbins m/s to approve Bond Levies of $406,000. DISCUSSION: None. Roll Call Vote:
Chapman, Douma, Gregorio, Hardesty, Hartzell, Heimann, Jackson, Morrison, Navickas, Silbiger,
Slattery, Stebbins, Thompson: YES. Motion Passes 13-0.
Stebbins/Douma Motion to approve the Local Option Library Levy of $.13/$1,000 DISCUSSION:
None.Roll Call Vote: Chapman, Douma, Hardesty, Hartzell, Heimann, Jackson, Navickas, Silbiger,
Slattery, Stebbins, Thompson: YES. Gregorio, Morrison: NO. Motion Passes 11-2.
Group discussed when they would like to do a wrap-up of the budget process. It was determined that they
would meet on May 22, 2008.
ADJOURNMENT
This meeting adjourned at 11:20 PM.
Respectfully Submitted,
Diana Shiplet
Executive Secretary