HomeMy WebLinkAbout06-19-2017 BAC MinutesCITY OF SEBASTIAN
CITIZENS BUDGET REVIEW ADVISORY BOARD
MINUTES OF REGULAR MEETING
JUNE 19, 2017
1. Chairman Napier called the Citizens Budget Review Advisory Board Meeting to
order at 6:00 p.m.
2. Pledge of Allegiance was recited by all.
3. Roll Call
Present:
Mr.
Ed Herlihy
Mr.
Tim Slaven
Mr.
Larry Napier
Mr.
Michael Frank
Mr.
Bruce Hoffman
Mr.
Harry Hall
Ms.
Andrea Ring
Members Not Present:
Mr. Sergio Mota— Excused
Ms. Victoria Flaherty
Also Present:
Mr. Kenneth Killgore, Administrative Services Director
Ms. Susan Mann, Recording Consultant
4. Approval of Minutes
A. Meeting of June 5, 2017
Mr. Napier called for any corrections to the minutes; hearing none he called for a
motion.
A motion to approve the June 5, 2017 meeting minutes as presented was made by Mr.
Hoffman, seconded by Mr. Hall and carried unanimously by voice vote.
5. Presentation by Ken Killgore Administrative Services Director and Committee
discussion of the draft Budget and Capital Improvement Plan Recommendations.
Mr. Killgore stated that the 2017-2018 Recommended Budget and Capital Improvement
Program Booklet was distributed to the Board. He explained that it is a draft, staff is still
working on finalizing the expenses and the certified Ad Valorem Tax information has not
been received.
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Mr. Killgore continued by reviewing the Power Point Presentation he had provided to the
Board (copy attached). He explained what is covered in the presentation and stated
that he would be happy to answer any questions either during the presentation or at the
end. He stated the expenses are slightly less than in the 2017 budget; revenues are
slightly more than in the 2017 budget; as directed by City Council the same Ad Valorem
Tax Revenues as last year were used in this budget; and the Reserves are fully
replaced for the costs of the Voluntary Early Retirement Program.
He reviewed the General Fund Summary of Changes in detail and noted that there was
a net budget decrease.
He reviewed the Personnel Cost and noted they have increased. He provided details
on Pay and Benefits and Position Changes for 2018. He stated that the additional
personnel included in the budget are the result of the savings from the Voluntary
Retirement Program.
He reviewed the Operation Costs providing details on each category regarding
increases/decreases and noted the net budget amount is up.
He continued to the Capital Purchases and noted that it is down. He explained that
instead of budgeting for equipment replacement in each department any funds
necessary can be allocated from the Equipment & Facility R&R Reserve Funds.
He stated the Transfers out of the General Fund to other funds is reduced and provided
details on the Funds and amounts and the reason for the reduction in the proposed
budget over the current year budget.
He reviewed the Revenues and Balancing Tactics explaining the revenue sources
providing details on the changes and the reasons for the changes. He provided a
detailed explanation of the items that were not included in the budget.
He reviewed the Enterprise Funds, Golf Course, Airport, Building, and provided details
on the estimated revenue and expenses of each. He reviewed the Special Revenue and
other Revenue Funds, Local Option Gas Tax Fund, Parking in Lieu of Fund,
Discretionary Sales Tax, Riverfront CRA Fund, Recreation Impact Fee Fund,
Stormwater Utility Fund; Special Revenue/Trust Funds Law Enforcement Forfeiture
Fund, Cemetery Trust Fund; Debt Service Funds, Discretionary Sales Tax Debt
Service, Stormwater Utility Debt Service providing details on the increases or decreases
projected in the draft budget.
He reviewed the Property Values and Millage: Estimated Values/Roll-Back Rate and
provided information regarding the property value increase and how using the same
millage rate or the roll -back rate would impact revenues. He also discussed what the
impact would be considering reassessments vs. new properties. He stressed that this is
an estimate only because the final information has not been provided. He reviewed the
Tax Roll Additions for years 2012-2016 and stated that his estimated revenue is
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conservative and based on the prior years. He provided details on how the 3.5
Assumed Roll -Back Rate and the 3.8 Millage Rate would impact residential and
commercial properties.
He reviewed Other Considerations; Unsettled Personnel Issues; Set Proposed Millage
Rate higher to allow for flexibility because if the millage rate has to be increased the City
must send each resident by USPS the information on the increase which results in a
very high cost.
He stated that a Referendum has been passed scheduled to increase Homestead
Exemptions; he provided a detailed explanation of how the increase will reduce the
City's Property Tax Revenue. He noted that the Referendum will be on the November,
2018 ballot and if passed will be implemented January 1, 2019 impacting the City's
Fiscal Year 2019-2020. He cautioned the Board that this situation must be kept in mind
when budgeting for the next two years. He concluded his presentation and offered to
answer any questions.
Ms. Ring asked what the monies designated for the Indian River Lagoon are to be used
for. Mr. Killgore explained that the funds were spent for membership in the Indian River
Lagoon Coalition and other small projects such as the Oyster Mats; the membership will
not be renewed and the City will be able to continue to fund the smaller projects. He
stated that the funds saved would be better used by applying them to the Septic to
Sewer project. Ms. Ring asked if the savings could be used to install a baffle box which
would filter the drainage and better protect the lagoon. Mr. Killgore responded that it
would be more cost effective for the City to explore the possibility of a matching grant
for the baffle box. He provided details on how much money will be available for Septic
to Sewer Grants at the end of the year and commented that there have not been a large
number of residents applying for the grants.
Mr. Hall asked for information regarding the amount of money involved in the Early
Retirement Program. Mr. Killgore provided a detailed explanation of how the Early
Retirement Program was established. He noted that it was funded from the Reserves
and one half of the expense was repaid and the remaining balance will be repaid in the
apseming 2017/2018 budget cycle. He explained that with the cap City Council placed
Capital Improvements there was a savings and that was applied to reduce the balance
due from the Early Retirement Program. Mr. Hall referred to the golf cart purchase and
noted that the building in which they are stored is leaking and asked if it would be
repaired. Mr. Killgore responded that he did not have an answer regarding repairs to
the building.
Mr. Hoffman asked if the cost of proposed Maintenance Facility would be funded
through the DST or if it would be financed. Mr. Killgore responded that the current
Capital Projects Plan assumes the end of the DST revenue, but with its extension for an
additional 15 years the funds would be available to fund it internally. Mr. Hoffman
suggested seeking outside financing and when the existing site is sold to use those
funds to pay off the financing. Mr. Killgore responded that is an option, but if the City
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has the money, it would be more cost effective to fund the construction without
borrowing the money.
Mr. Hall asked, if needed, could a police dog be purchased from the Law Enforcement
Forfeiture Fund. Mr. Killgore responded that State Statute clearly does not allow
budgeting items for this fund. Mr. Hall responded that the purchase of police dogs from
this fund is exempt from the State Statue and if a dog is needed, this would be a source
of revenue. Mr. Killgore stated that the proposed Police Department Budget did not
include a police dog. Mr. Hall suggested using the Forfeiture Fund to establish a Body
Cam pilot program. Mr. Killgore responded that he did not like to see a pilot program
started and proven successful without consideration of the impact on the overall budget.
6. Public Input
Mr. Napier called for Public Input; hearing none he continued with the agenda.
7. Staff Matters — Ken Killgore Administrative Services Director
Mr. Killgore stated that until the City has confirmation of the final property tax revenue
the budget cannot be finalized. He expressed his appreciation for the Board's patience.
He asked the Board to provide their comments on the Draft Budget this evening so he
will have as much time as possible to make any changes that are identified.
9. Committee Member Matters
A. Comments/Discussion by Individual Members
Mr. Napier advised the Board that this is the time to ask their questions or make their
suggestions on the Draft Budget.
Ms. Ring reiterated her concern that a baffle box be included in the Budget. She asked
if the Indian River Lagoon monies in the budget could be used. Mr. Killgore responded
that is possible, but he supported seeking grant funding prior to placing the full cost in
the Budget.
Mr. Hall asked what is proposed to be done with the monies budgeted for Swale
Improvements. Mr. Killgore stated the swales on private property sometimes become
blocked and the owner is not able to clear them which obstructs the proper flow of the
stormwater. He explained that some funds are being budgeted so the City could provide
assistance, to those needing it, to keep the swales clear. He stated that the preliminary
thought is to award grants to help residents pay for clearing swales or possibly hiring a
contractor to perform the work.
Mr. Hall asked if any of the funds budgeted in Local Option Gas Tax for traffic calming
would be used for any sort of traffic control device on Barber Street and Joy Haven. Mr.
Killgore responded that it had not been identified in the information he received from
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staff for inclusion in the Budget. Mr. Hall stated that the issue had been discussed
some time ago, but no additional information had been provided on possible funding
sources. He expressed concern about how dangerous the intersection is.
Mr. Hall referred to the budget item for road repairs and asked if any of the smaller,
residential streets will be addressed. Mr. Killgore responded that the City Engineer
evaluates the condition of the streets and determines which ones will be included in the
budget based on their condition. He stated that another consideration is to work on
roads in the same area and not have crews moving from one side of town to the other.
Mr. Hall stated that he is concerned that the amount budgeted for road work is sufficient
to keep the City's roads in good shape and not just maintain status quo.
Mr. Herlihy stated that he has seen a computer generated chart showing the roads. He
explained that the roads are rated as to condition and repairs are budgeted accordingly.
He continued that the Board needs to be prepared to advise the City Council on the
millage rate to be set. He reiterated that the rate set is the maximum because if it is set
too low and has to be increased the City is required by law to send a first class mailing
to all residents, which is very expensive. He suggested recommending the 3.8 millage
rate as discussed which should cover the draft budget requirements. He explained that
if the Council approves using the 3.8 millage rather than going to the roll -back millage
rate an additional $329,000 would be generated. He stated these additional funds could
be used toward septic to sewer grants to help residents with their expense. He stated
that another thought would be to establish a cushion against the lost revenue caused by
the increase in the Homestead Exemption. He expressed that doing so for the next two
years the City would have time to adjust to the reduced revenue.
Ms. Ring stated that she supports establishing a cushion to help make up for the lost
revenue caused by the increased homestead exemption.
Mr. Frank stated that Mr. Herlihy made a valid point. He thanked Mr. Killgore for his
informative presentation and work on the budget.
Mr. Napier stated, regarding the budget for road repairs, that there is approximately half
in the draft budget than was spent in the current budget year. He requested that staff
assign dollar amounts to the road repairs on the chart of streets and provide it to the
Board for review. Mr. Killgore responded that there was quite a bit of road work already
performed in the last two years so it was the his opinion that the backlog had been
caught up thus requiring less in the upcoming budget. Mr. Napier stated that he would
like to see more budgeted in the out years and provided his suggestion of where the
funds could be found. He stated that there was nothing in the budget for canal repairs.
Mr. Killgore responded that at the direction of the City Council, if a bulkhead failed, it
would not be replaced; the area where it was located would be smoothed into a slope
going to the water.
Ms. Ring urged the Board to increase the amount in the road budget in order to be able
to do better repairs that would last longer.
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Mr. Napier stated that he does not support using the 3.8 millage rate and designating
the additional revenue to septic to sewer or as a cushion against the lost revenue from
the homestead exemption increase. He supported recommending the roll -back millage
rate to the City Council which would result in no increase in property taxes, but would
still meet the requirements as indicated in the draft budget. He stated that in his opinion
if there are any excess funds they should be allocated to either the septic to sewer or
the road work.
Mr. Hall asked if the roll -back millage would cover the draft budget. Mr. Killgore
responded that he will not know what the roll -back millage rate is until he receives the
DR420.
Mr. Hoffman supported Mr. Herlihy's suggestion to recommend the 3.8 millage rate,
which is the same as this year, to Council for the purpose of the notification to residents.
He reiterated that the rate can always be lowered, the point is that it cannot be
increased without a great deal of expense.
A motion that at the July 12th City Council Meeting, where they are going to set the
maximum millage for the DR420, that we recommend a millage rate of 3.8, was made
by Mr. Herlihy and seconded by Mr. Hoffman.
ROLL CALL: Mr. Herlihy —Yes Mr. Slaven — Yes
Mr. Napier — No Mr. Frank — No
Mr. Hoffman —Yes Mr. Hall —Yes
Ms. Ring — Yes
Motion Passed: 5 — 2
Mr. Herlihy stated that the Board should make a recommendation to City Council
regarding funds raised by the 3.8 millage rate be earmarked for one of three uses, road
repairs, septic to sewer or to provide a cushion against the lost revenue caused by the
increased homestead exemption. Mr. Napier responded that he does not support
establishing a cushion because increased property values would offset the increased
exemption.
As the result of a detailed discussion regarding the additional funds raised should the
3.8 millage rate be adopted, it was agreed that a recommendation to City Council
should be made to use the additional funds for road repairs and septic to sewer.
A motion to recommend to City Council a millage rate of 3.8, any increase, which is
projected to be approximately $329,000, be used by the City Council for one of two
additional purposes which would be road improvements or sewage linkage was made
by Mr. Hall and seconded by Mr. Frank.
During discussion Mr. Hoffman expressed concern about trying to predict the Council's
action regarding the millage rate. Ms. Ring stated that she felt the motion is premature.
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Mr. Herlihy explained that he may have been premature in suggesting this
recommendation be made now because the actual millage rate will not be set until
September. After extensive discussion regarding the schedule for the City Council to
set the millage rate and hold the public hearings Mr. Napier called for a vote on the
motion.
ROLL CALL: Mr. Herlihy —No Mr. Slaven — No
Mr. Napier —Yes Mr. Frank — No
Mr. Hoffman — No Mr. Hall — Yes
Ms. Ring — No
Motion Failed: 5 — 2
B. Proposed Topics for Next Meeting
Following a discussion regarding the presentation Mr. Herlihy is preparing, concerns
about the roads needing repairs, etc. Mr. Napier directed Mr. Killgore to follow the same
format for the next meeting as he did for this meeting's agenda.
10. Committee Member Next Meeting Date (Monday, July 10, 2017)
11. Adjourn — There being no further business Chairman Napier adjourned the
meeting at 8:36 p.m.
By: Date: 2hlAo/i
Chair an Larry Napier
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Minutes approved as corrected on pages 3 and 5.