04/24/2018 - MinutesRole of the Finance Committee
The finance committee provides oversight of city budgeting, financial planning, and financial reporting. The committee recommends long-range
financial goals along with funding strategies for the operating and capital budgets. Human resource issues requiring policy direction are brought
before the committee. The committee serves as the advisory forum for transportation and street maintenance funding, and funding relating to the
transportation benefit district.
City of Port Orchard
Council Finance Committee
A meeting of the Council Finance Committee was held in the Council Chamber Meeting
Room at City Hall on April 24, 2018 at 5:15 p.m.
PRESENT: Chairman John Clauson, members Beck Ashby and Shawn Cucciardi,
Finance Director Noah Crocker, Public Works Director Mark Dorsey
The meeting was audio recorded.
Finance Report
Finance Director Crocker presented the sales tax collection report that reflects sales tax
revenue collected thru the end of April 2018 at being 7.7% over its 2018 projection.
Real Estate Excise Tax has started strong for 2018, with total year-to-date collections at
$193,920. Although, when compared to the same time period for 2017, it is
approximately $132,546 less. REET still remains higher than the 5 year average.
The committee reviewed cash reports and identified the City as having healthy fund
balances at this time.
Tremont Widening Project
Finance Director Crocker provided members the Tremont Widening Project
Construction Finance Plan. The committee walked through the expenditure plan and
compared year-to-date budget to year-to-date actuals. Thus far, the project has spent
approximately $6 million and remains on track.
The plan will be updated monthly and as the project progresses expenditure trends will
become more apparent.
Public Works Director reported on a recent project status change. He explained there
would be a change order authorization request in the amount of $250,000. This change
order is for sewer main replacement work. Although this will be the first change order,
the project is still within its budget authority due to a $1 million contingency amount for
the project. Once the change order is finalized it will be brought forth to council for
adoption with the identification of any budget adjustments as needed.
Budget Amendment Ordinance:
The Finance Director provided the finance committee with a high-level overview of the
budget amendments. The budget amendments will achieve the following goals:
1) Provide additional expenditure authority for Well #9 in the amount of $239,000
to be paid from Fund 403 Water Reserves
Role of the Finance Committee
The finance committee provides oversight of city budgeting, financial planning, and financial reporting. The committee recommends long-range
financial goals along with funding strategies for the operating and capital budgets. Human resource issues requiring policy direction are brought
before the committee. The committee serves as the advisory forum for transportation and street maintenance funding, and funding relating to the
transportation benefit district.
2) Provide additional expenditure authority for McCormick Park in the amount of
$390,581
3) Return $286,750 of REET 2 funds; originally pledged to McCormick Park
4) Allocate Bond Proceeds in the amount of $677,331 to the McCormick Park project
in lieu of the REET 2 funds
5) Re-allocate sources of funding for the Tremont Project. Reduce Tremont Project
bond proceeds $677,331 which will be used for McCormick Park instead. In lieu
of Bond proceeds, REET 2 funds of $677,331 are allocated to Tremont. The
overall project budget and authorization remained unchanged.
6) Perform accounting and budgeting housekeeping adjustments. Such as,
appropriately accounting for bond activity attributable to storm water. This
includes bond proceeds, payments, cost and expenses.
There was discussion about the budget amendment and the presentation of the
information.
Charging Stations:
The Finance Director provided an overview and history of the electric vehicle charging
stations. The City installed two level 2 charging stations in 2011. The total project costs
were approximately $21,546; with the City contributing $10,646 and ECOtality paying
$10,900. The City entered into a service agreement with ECOtality, which later was
purchased by Blink. The service agreement with the City and Blink has since expired.
The equipment is owned by the City and both stations are out of order and in need of
repair or replacement. There is minimal up-front cost to purchasing new stations and
having them installed. There are additional costs if the city desired to try and recoup
revenue from the electric vehicle charging stations.
The Finance Committee reviewed the option to charge customers for using the provided
equipment. The City evaluated the potential revenue and costs and found it to not be
cost effective to charge fees at these stations due to the ongoing administration and
collection expenses. Additionally, staff worked with legal counsel to confirm that this
would not be considered a gift of public funds.
The Finance Committee recommends replacing the charging stations and providing
service at these stations at no cost to the users. The City found it to be in the best
interest of the citizens of Port Orchard to encourage the use of electric vehicles to reduce
emissions and provide cleaner air, to promote tourism and shopping in locations where
the stations are placed, and to follow the State of Washington guidance under RCW
43.01.250. The Finance committee recommended an ordinance be brought to the full
council for adoption.
Role of the Finance Committee
The finance committee provides oversight of city budgeting, financial planning, and financial reporting. The committee recommends long-range
financial goals along with funding strategies for the operating and capital budgets. Human resource issues requiring policy direction are brought
before the committee. The committee serves as the advisory forum for transportation and street maintenance funding, and funding relating to the
transportation benefit district.
Public Works Shop Connection Costs:
The Finance Director updated the finance committee on the fiber optics project for the
public works shop. In January of 2018, there was discussion regarding the public works
shop experiencing internet connectivity issues; which is currently not on fiber optic
cables like the rest of the City. The PW shop is currently provided internet through
Wavecable, with outdated equipment that is no longer supported. Wavecable has been
unresponsive to the City’s internet needs as the equipment has been failing over recent
months.
The internet service reliability and performance are critical for the response and
management of the City’s SCADA System. Poor connection and/or failure could result in
delayed information. In an emergency, this could result in damaging critical pumps and
equipment.
For example, if a lift station pump fails, the City has limited time to respond and adjust
the controls. Currently, staff are contacted through the phone lines if there are any
alarms or issues. At which point, they remote access the system through the Wavecable
internet. Failing and unreliable internet service can put the City’s pump stations and
equipment at risk. Public Works and IT would like to move towards connecting and
activating to the optic fiber cables available and move away from Wavecable.
The City has reached out to three vendors for bids. Of which, there is a low-cost
apparent winner. The project will be reviewed and brought forth to an upcoming
meeting.
Retreat Items Requested:
The Finance Director discussed the upcoming study session on May 15th, which will be
conducted prior to the May 18th Council Retreat. At the May 15th study session, the
Planning and Finance Departments will team up to present and review the City
Comprehensive Plan. Specifically, finance will focus on showcasing the current list,
timing, and estimate costs of the projects authorized in the Sewer, Water, Street,
Facilities/Parks, Storm Comp plans. The discussion centers on the City’s goal to focus
and prioritize work and budgets towards completing projects identified on the Comp
Plan lists.
The Finance Director asked if the Committee had any other request for the study session
or the upcoming retreat. Chairman Clauson requested the Finance Director review the
financial policies, status and strategies toward fully funding the City’s reserves in
accordance with its policies.
There was additional discussion that over the upcoming months the Finance Director
would be bringing forward an Equipment Repair and Replacement program (ERR). The
Role of the Finance Committee
The finance committee provides oversight of city budgeting, financial planning, and financial reporting. The committee recommends long-range
financial goals along with funding strategies for the operating and capital budgets. Human resource issues requiring policy direction are brought
before the committee. The committee serves as the advisory forum for transportation and street maintenance funding, and funding relating to the
transportation benefit district.
ERR draft policy which would cover the purpose, goals, structure and mechanics of the
City wide ERR. The finance committee will be able to review and provide guidance on
the development of this policy which will eventually be codified in the municipal code
and implemented to provide a sustainable equipment repair and replacement program.
The Finance Director mention there will be an ordinance coming forth cleaning up some
of the previous resolutions adjusting salary and benefits. Traditionally, the City has
made these changes with the form of a resolution and it appears they should have been
done by an Ordinance.
The Finance Committee requested that future budget amendments come forth with a
clear transparent presentation and/or explanation.
The meeting adjourned at 6:20 pm.
Next meeting TBD, 2018 at 5:15 p.m.