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HomeMy WebLinkAbout04-03-19 Work Session MinutesCapital Financing / Debt Management April 3, 2019 Dublin City Council –Work Session ([KLELW$ Balanced Budget Discussion April 3, 2019 Dublin City Council –Work Session ([KLELW% Balanced Budget Basis for Discussion ƒConcern expressed during the 2019 Operating Budget meetings regarding “unbalanced budget” ƒCouncil feedback from pre-retreat questionnaire ƒCity expenses and maintenance costs are outpacing City resource growth. We need an action plan to change this equation. ƒNeed for a Balanced budget policy ƒConcern with General Fund balance decreasing in 2018 Balanced Budget Operating Budget ƒFund level accounting utilized (required by law) ƒBudget is presented on a fund level; summarization is characterized as ‘operating revenue’ and ‘operating expenditures’ (in addition to fund level detail) ƒOperating expenditures/revenues take into account the activity of all funds that provide day-to-day services to the residents: ƒGeneral Fund ƒStreet Maintenance & Repair Fund* ƒState Highway Fund ƒCourt Computer Fund ƒCemetery Fund* ƒRecreation Fund* ƒSwimming Pool Fund* ƒSafety Fund* ƒHotel/Motel Tax Fund ƒEducation & Enforcement Fund ƒWireless 911 Fund ƒLaw Enforcement Trust Fund *Represents funds in which the General Fund subsidizes due to revenues being insufficient to cover expenditures Operating Funds are essentially all funds with the exception of debt service funds, enterprise funds and capital improvement funds. Budgeted Operating Revenues versus Expenditures $- $10 $20 $30 $40 $50 $60 $70 $80 $90 $100 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 BudgetMillions Budgeted Expenditures Budgeted Revenue Actual Operating Revenues versus Expenditures $- $10 $20 $30 $40 $50 $60 $70 $80 $90 $100 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018Millions Actual Expenditures Actual Revenue Budget vs. Actual Expenditures $50 $55 $60 $65 $70 $75 $80 $85 $90 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018Millions Budgeted Expenditures Actual Expenditures Budget vs. Actual Revenue $50 $55 $60 $65 $70 $75 $80 $85 $90 $95 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018Millions Budgeted Revenue Actual Revenue Budget vs. Actual Revenue and Expenditures $50 $55 $60 $65 $70 $75 $80 $85 $90 $95 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018Millions Budgeted Expenditures Actual Expenditures Budgeted Revenue Actual Revenue Actual Expenditures vs. Original/Revised Budget (Operating Budget) $- $20 $40 $60 $80 $100 $120 2016 Budget 2016 Actual 2017 Budget 2017 Actual 2018 Budget 2018 Actual 2019 BudgetMillions Original Budget Revised Budget 85.2% Spent 86.4% Spent 87.7% Spent Annual Operating Budget ƒFor each fund in which expenditures are projected to exceed revenue, fund balance is proposed to be utilized ƒAdministratively, we maintain that represents a “balanced budget” ƒOperating Budget is built on conservative revenue estimates; realistic expenditure estimates (both determined in the fall prior to the beginning of the next fiscal year –i.e. fall of 2019 for budget beginning January 1, 2020) ƒBalancing act between conservative planning and realistic expectations ƒTo the extent that we are too conservative, City services may be reduced unnecessarily (during the preparation of the operating budget) in order to show minimal use of or no use of fund balance ƒForcing a “balanced budget” without the use of the fund balance will require reductions in expenditures (which translates into services) based on an estimate (determined during the preparation of the operating budget), not actual information. ƒHistory has shown that despite estimating expenditures to exceed revenue, that hasn’t been the case 10 Annual Operating Budget General Fund Balance Policy ƒRequires a minimum level of 50% of the budgeted annual operating expenditures ƒTo the extent the fund balance exceeds 75%, 25% of the amount in excess of 75% will be transferred to the Capital Improvement Tax Fund ƒExpenditures excludes advances as those are one-time expenses, repaid over time ƒIncludes transfers made to special revenue funds ƒIncludes transfer to Capital Improvement Tax Fund ƒGFOA recommendation: Minimum General Fund Balance of no less than two months of regular general fund operating revenues or expenditures (17%) ƒMoody’s rating methodology (US Local Government GO Debt) ƒConditions for Use of General Fund Balance (per policy) ƒNatural disaster or other emergency ƒEconomic recession/depression ƒUnexpected decline in revenue ƒUnexpected large one-time capital expenditures 11 AAA Aa Fund Balance >30% 30%>n > 15% Fund Balance (5-year trend) >30% 25%>n > 10% General Fund Balance 12 Year-End Balance Expenditures Percent 2009 $34,773,949 $53,605,030 64.87% 2010 $39,926,471 $52,580,723 75.93% 2011 $45,001,134 $54,349,386 82.80% 2012 $52,039,415 $56,242,629 92.53% 2013 $56,038,803 $56,454,574 99.26% 2014 $61,017,044 $56,542,533 107.91% 2015 $59,556,334 $60,861,299 97.86% 2016 $56,698,773 $66,277,333 85.55% 2017 $60,125,537 $69,831,133 86.10% 2018 $57,212,737 $76,806,088 74.49% 2018 General Fund Balance and Activity 13 Revenue Expenses Ending Fund Balance 2017 $60,125,537 2018 $94,498,288 $97,411,088 $57,212,088 Total expenditures exceeded revenue by $2,912,799 (includes transfers and advances) $1,938,050 – Transfer to Capital Improvement Fund per GF Balance Policy $632,250 – Purchase of Thomas property (Ord 86-18) $4,261,294 – Purchase of Young property (Ord 71-18) $4,000,000 – Purchase of Delta building (Ord 01-18) $1,285,025 – Purchase of Rings Farm (payment 2 of 5) (Ordinance 05-16) Total Capital Transfers/Capital Purchases $12,116,619 (all non-recurring expenditures) Discussion Proposed Budget Timelines 2020 – 2024 CIP May 13 – Council Work Session Discussion about Council’s capital priorities June 17 – Council Work Session Administration presents proposed CIP; project discussion; gather Council feedback August 5 – Council Work Session Council review of proposed CIP (with revisions if needed) August 12, 26 – 1 st and 2nd reading of CIP 15 2020 Operating Budget August 19 – Council Work Session Discussion about Council’s priorities for 2020 September – Council Committee Review of proposed Operating Budget Similar to 2018 process for 2019 Operating Budget October 14, 28 – Council Work Session Council review of Operating Budget November 4, 18 – 1 st and 2nd reading of CIP Proposed Budget Timelines 16 ƒWhat would Council like to see as part of the CIP/Operating Budget workshops? ƒWhat can staff do to better facilitate discussion about the individual projects and financing of the projects? ƒDid Council like utilization of the committee’s to review the departmental budgets? 17 General Obligation Debt Limitations 2 Statutory Limits •Chapter 133 of the Ohio Revised Code •Establishes debt limits which are tied to assessed valuation •133.04 and 133.05 define what securities are not included in calculation Constitutional Limits •In conjunction with ORC, establishes debt limits based on assessed valuation and debt of overlapping entities •Changes as assessed valuation changes, new debt is issued, existing debt is retired Dublin Limit •Based on adopted Debt Policy Debt Limitations –Dublin Debt Policy ƒDebt Policy approved by City Council September 12, 2016 (Ord No. 31-16); reviewed April 24, 2017; reaffirmed April 23, 2018; Formalized long-standing practice of City ƒOf the Income Tax revenue dedicated to the Capital Improvement Tax Fund, 60% will be allocated to pay debt service on projects while the remaining 40% will be used to cash fund projects ƒExcess of the debt allocation may be used to cash fund projects ƒThe maximum amount of debt (both existing and proposed) shall not exceed 90% of the allocation of income tax revenue allocated to pay debt service 3 2% Income Tax 75% General Fund 25% Capital Improvement Tax Fund 60% for debt service on capital projects Limited to 90% of available revenue (buffer against declines in income tax revenue) 40% to cash fund capital projects Dublin Limits Existing Income Tax Supported Debt When calculating existing Income Tax supported debt (utilizing the allocation defined in the policy) the following are considered: ƒDebt service in which there are no other sources of revenue that can be used ƒCity facilities ƒRoadways ƒDebt service in which other sources of revenue may be used but contain an income tax revenue as a backing ƒTIF funded debt service ƒReserve income tax funding if 110% of annual debt service payment isn’t available between annual TIF revenues and TIF fund balances 4 Existing Income Tax Supported Debt Outstanding debt supported by Income Tax revenue (year debt retired): ƒAvery-Muirfield/US 33 Interchange (2019) ƒEmerald Parkway –Perimeter Dr./Shier Rings (2019) ƒService Center Expansion (2021) ƒSwimming Pool Construction (2025) ƒLED Street Lights (2022) ƒJustice Center Addition (2035) ƒService Center Expansion (2037) ƒPedestrian Bridge/High Street (2037)* ƒRiverside Crossing Park (2038)* *TIF revenues are eligible to pay debt service but full debt burden is currently shown as funded through income tax revenue 5 Debt Capacity Limitations –Dublin Debt Policy Year Estimated Income Tax Revenue1 Allocation to Capital Fund 2 Debt Service Allocation3 90% of Debt Service Allocation Existing IT Supported Debt Service4 Debt Allocation not Committed % of Capacity Used 2019 $85,400,000 $21,350,000 $12,810,000 $11,529,000 $4,476,818 $7,052,182 39% 2020 $85,400,000 $21,350,000 $12,810,000 $11,529,000 $3,751,810 $7,777,190 33% 2021 $85,400,000 $21,350,000 $12,810,000 $11,529,000 $4,759,663 $6,769,337 41% 2022 $85,400,000 $21,350,000 $12,810,000 $11,529,000 $5,173,685 $6,355,315 45% 2023 $85,400,000 $21,350,000 $12,810,000 $11,529,000 $4,896,187 $6,632,813 42% 2024 $85,400,000 $21,350,000 $12,810,000 $11,529,000 $4,898,473 $6,630,527 42% 2025 $85,400,000 $21,350,000 $12,810,000 $11,529,000 $4,901,929 $6,627,071 43% 1 0% growth annually in income tax revenue. 2 25% of income tax revenue dedicated to the Capital Improvement Tax Fund 3 60% of the income tax revenue in the Capital Improvement Tax Fund reserved to pay debt service on capital projects 4 Actual debt service payments for existing debt funded by Income Tax 6 Existing Income Tax Supported Debt (% represents amount of 90% allocation which is used by existing debt service) 39% 33% 41% 45% 42% 42% 43% 41% 41% 41% 41% $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 90% IT Allocation Total IT Allocation Actual Debt Service 10% Cushion (built into Debt Policy) 7 Sensitivity Analysis Actual Debt Service versus Various Decreases in Income Tax Revenue (% capacity used) $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 50% Decline 30% Decline 20% Decline 10% Decline 0% Growth Actual Debt Service 39% 33% 41% 45% 42% 42% 43% 41% 41% 41% 41% 43% 36% 46% 50% 47% 47% 47% 45% 45% 45% 45% 49% 41% 52% 56% 53% 53% 53% 51% 51% 51% 51% 55% 46% 59% 64% 61% 61% 61% 58% 58% 58% 58% 78% 65% 83% 90% 85% 85% 85% 82% 81% 81% 82% 8 TIF Supported Debt Outstanding debt supported by TIF revenue (year debt retired): ƒRings Road Improvements (2020) ƒWoerner-Temple Road (2020) ƒPerimeter Drive Extension (2020) ƒEmerald Parkway –Phase 7A (2020) ƒIndustrial Parkway/SR 161 Improvements (2029) ƒEmerald Parkway –Phase 8 (2033) ƒI270/US33/SR161 Interchange (ROW 2023/Construction 2034) ƒBSD Land Acquisition (for Roundabout) (2033) ƒRiverside Dr. Realignment/Roundabout/Park (2035) ƒJohn Shields Parkway Phase II (2036) ƒBridge Park Roadway Network (2035) ƒBridge Park Parking Structures (2035/2044) ƒReserve income tax funding if 110% of annual debt service payment isn’t available between annual TIF revenues and TIF fund balances 9 TIF Supported Debt Requiring Income Tax Backing Outstanding debt supported by TIF revenue (year debt retired): ƒReserve income tax funding if 110% of annual debt service payment isn’t available between annual TIF revenues and TIF fund balances 10 ƒEmerald Parkway –Phase 8 (2033) –$131,875 average/year needed; 2030-2033 ƒI270/US33/SR161 Interchange (ROW 2023/Construction 2034) –$311,000 average/year; 2030-2034 ƒBSD Land Acquisition (for Roundabout) (2033) –$222,100 average/year; 2026-2033 ƒRiverside Dr. Realignment/Roundabout/Park (2035) –$925,900 average/year; 2019-2035 ƒBridge Park Roadway Network (2035) –$87,000 average/year; 2019-2025* *Based on MSP per Development Agreement; any amounts received over the MSP will reduce the amount needed of income tax funding NOTE: Amounts and dates in RED reflect the average amount of income tax funding needed during the time period indicated Sensitivity Analysis Actual Debt Service versus Various Decreases in Income Tax Revenue (Accounting for TIF supported debt) $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 50% Decline 30% Decline 20% Decline 10% Decline 0% Growth Actual Debt Service Reserved for TIF Supported Debt 11 Income Tax Information ƒ15-year average growth: 3.7% ƒ10-year average growth: 2.4% ƒ5-year average growth: 1.5% ƒLargest decrease: 2009 at 6.1% ƒLargest increase: 2001 at 11.4% ƒTop 10 employers contributed 22.5% of total income tax revenue in 2018 ƒIt would take losing the top 18 employers to lose 30% of our income tax revenue 12 Income Tax Receipts % Change over PY 2000 $ 43,825,247 8.3% 2001 $ 48,826,163 11.4% 2002 $ 50,156,963 2.7% 2003 $ 51,870,173 3.4% 2004 $ 53,106,978 2.4% 2005 $ 57,987,883 9.2% 2006 $ 64,217,598 10.7% 2007 $ 67,232,642 4.7% 2008 $ 70,219,039 4.4% 2009 $ 65,907,593 -6.1% 2010 $ 68,848,526 4.5% 2011 $ 71,619,257 4.0% 2012 $ 75,430,513 5.3% 2013 $ 82,105,369 8.8% 2014 $ 88,068,530 7.3% 2015 $ 87,784,862 -0.3% 2016 $ 89,980,298 2.5% 2017 $ 87,506,868 -2.7% 2018 $ 88,120,215 0.7% Loss of Verizon 2012-2016 Loss of Nationwide 2016-2018 Loss of Chase 2016-2017 Debt Service Analysis –2000 –2030 (assuming current outstanding debt) 13 $- $2 $4 $6 $8 $10 $12 $14 $16 $18 MillionsNet Debt Expenses Debt Service Analysis –2000 –2030 (assuming current outstanding debt) 14 $- $2 $4 $6 $8 $10 $12 $14 $16 $18 MillionsTransfers from TIF/Other Funds Net Debt Expenses Debt Service Analysis –2000 –2030 (assuming current outstanding debt) 15 $- $2 $4 $6 $8 $10 $12 $14 $16 $18 MillionsTransfers from Capital Improvement Tax Fund (Income Tax)Transfers from TIF/Other Funds Net Debt Expenses Debt Service Analysis –2000 –2030 (assuming current outstanding debt) 16 $- $2 $4 $6 $8 $10 $12 $14 $16 $18 $20 MillionsPremium (Within Bond Retirement Fund Balance)Transfers from Capital Improvement Tax Fund (Income Tax) Transfers from TIF/Other Funds Net Debt Expenses Premium: Generated when the coupon rate is higher than the yield on the bonds. Premium is required to be maintained in the Bond Retirement Fund and is used to pay interest only on the applicable bonds. Debt Service Analysis –2000 –2030 (assuming current outstanding debt) 17 $- $5 $10 $15 $20 $25 MillionsAdditional IT Allocation Available for Debt Premium (Within Bond Retirement Fund Balance) Transfers from Capital Improvement Tax Fund (Income Tax)Transfers from TIF/Other Funds Net Debt Expenses Amount reflected above the purple bar represents the additional amount of 20-year debt that could be supported by the ‘Additional IT Allocation Available for Debt’ Debt Service Analysis –2000 –2030 (assuming current outstanding debt) 18 $- $5 $10 $15 $20 $25 Additional IT Allocation Available for Debt Premium (Within Bond Retirement Fund Balance)Transfers from Capital Improvement Tax Fund (Income Tax) Transfers from TIF/Other FundsNet Debt Expenses -Amount transferred in from Capital Improvement Tax Fund (income tax allocation) and TIF funds to pay debt service generally matches the amount due; excess amounts are not transferred in. - Purple bar represents the excess income tax revenue available to pay debt service - Excess fund balances within the TIF funds are not reflected on this chart given their ability to only be used for specific debt Current Debt Profile Early Retirement of Outstanding Debt 20 Credit Type Series Name Dated Date Final Maturity Call Date Original Par Outstanding Par Callable Par Limited Tax GO Various Purpose Imp. and Ref'g Bonds, Series 2009B 11/18/2009 12/1/2021 12/1/2019 $10,375,000 $2,745,000 $1,530,000 Capital Facilities Imp. Bonds, Series 2013 12/19/2013 12/1/2033 12/1/2021 $9,855,000 $9,805,000 $8,480,000 Capital Facilities Imp. and Ref'g Bonds, Series 2014 1/7/2014 12/1/2029 12/1/2021 $23,645,000 $13,630,000 $8,440,000 Various Purpose Imp. and Ref'g Bonds, Series 2012 10/2/2012 6/1/2032 6/1/2022 $10,820,000 $5,265,000 $2,805,000 Various Purpose Bonds, Series 2018B 12/18/18 12/1/2038 12/1/2023 $4,000,000 $4,000,000 $3,295,000 Various Purpose Bonds, Series 2015 9/30/2015 12/1/2035 12/1/2025 $49,200,000 $44,420,000 $29,805,000 Capital Facilities Bonds, Series 2016 12/6/2016 12/1/2036 12/1/2025 $9,325,000 $8,630,000 $5,840,000 Various Purpose Bonds, Series 2017 8/2/2017 12/1/2037 6/1/2027 $31,880,000 $30,760,000 $20,390,000 Various Purpose Bonds, Series 2018A 12/18/18 12/1/2038 12/1/2028 $18,700,000 $18,700,000 $11,370,000 Limited Tax GO Total $167,800,000 $137,955,000 $91,955,000 Unlimited Tax GO Various Purpose Ref'g Bonds, Series 2009A 11/18/2009 12/1/2020 12/1/2019 $15,105,000 $1,380,000 $200,000 Unlimited Tax GO Total $15,105,000 $2,700,000 $200,000 Nontax Revenue Special Ob. Nontax Revenue Bonds, Series 2015A 10/28/2015 12/1/2044 12/1/2025 $16,000,000 $16,000,000 $16,000,000 Special Ob. Nontax Revenue Bonds, Series 2015B 10/28/2015 12/1/2035 12/1/2025 $16,000,000 $15,700,000 $10,145,000 Nontax Revenue Total $32,000,000 $32,000,000 $26,145,000 Grand Total $217,891,000 $172,127,000 $118,300,000 Early Retirement of Outstanding Debt Redemption (Call) Process by which issuer repays to the bondholder the principal amount and any accrued interest on the security to the date of redemption. Defeasance Absent a refunding, defeasance requires the City to set cash aside in an escrow account to pay the bonds as they come due. City is still required to make all interest payments due on the bonds through the call date. Debt is not recognized as outstanding due to the collateralization of the funds held in escrow. 21 Call Dates ƒ2019 - $1,730,000 ƒ2020 - $ - ƒ2021 - $16,920,000 ƒ2022 – $2,805,000 ƒ2023 - $3,295,000 ƒ2024 - $ - ƒ2025 - $61,790,000 ƒ2026 - $ - ƒ2027 - $20,390,000 ƒ2028 - $11,370,000 Note: If Council would like to explore these options further, it is recommended that a subsequent meeting be schedule with the City’s Municipal Advisor. Discussion Regarding Current Debt Policy Current Debt Policy, approved September 2016, formalized a long-standing practice (in place since AT LEAST the 1996-2000 CIP approved in 1995): ƒAllocates 60% of the income tax revenue dedicated to the Capital Improvement Tax Fund to support debt service ƒProvides that only 90% of the amount noted above is available to be programmed Staff recommends maintaining the current Debt Policy which provides appropriate safeguards which help mitigate against declines in revenue: ƒDedicated revenue stream to retire debt service ƒConservative revenue estimates ƒLimit amount available to spend on debt service to 90% of estimated revenue ƒSignificant cash balances ƒAdditional coverage for debt supported by TIF revenues (subject to changes in property valuations) ƒ5-year CIP that is updated annually ƒForward planning for projects as part of the CIP, including those funded by debt, does not commit the City. If income tax revenues were to decline in a manner that caused concern, the CIP would be adjusted to reflect the changing economic environment. While it is important to remain mindful with regard to debt levels with future projects, a Debt Policy should be a strategic policy that can be used in long-term capital planning; promote stability. 22 Comparable Information 23 Discussion 25