HomeMy WebLinkAbout08-09-10 Finance Committee MinutesDUBLIN CITY COUNCIL
FINANCE COMMITTEE OF THE WHOLE MEETING
Monday, August 9, 2010, 6:00 p.m.
Council Chambers
Minutes of Meeting
Mr. Gerber, Chair, called the meeting to order at 6:00 p.m.
Council Members present: Vice Mayor Salay, Mr. Keenan, Mr. Gerber, and Ms.
Chinnici - Zuercher were present.
Staff present: Ms. Grigsby, Mr. Thurman, Mr. Smith, Chief Epperson, Mr. Harding.
Mr. Keenan moved to approve the minutes of the April 12, 2010 Finance Committee
of the Whole meeting.
Vice Mayor Salay seconded the motion.
The minutes were unanimously approved.
Mr. Gerber noted that there are three items scheduled for Finance Committee.
discussion.
• Dublin Cornet Band Bicentennial Hotel /Motel Tax Grant Application
Tim Jameson, 7629 Tartan Fields Drive presented an overview of their Bicentennial
application. The organizational meeting for their group was on June 23, 2010. The
people who will be serving on their Advisory Committee are listed on page three of
the application. They are working on a partnership with Dublin City Schools for
rehearsal and performance space. The Dublin Cornet Band's performances on July
3 rd and at the DubCrawl this past Thursday were well received. Since his
presentation to Council on June 14, a 30 -piece British brass band has been
organized, incorporating many of the Dublin Cornet Band members. This group will
bring a positive music image to Dublin locally and when they perform further afield.
There are several potential events they can create under the auspices of the City's
event department. These events should not only add to the cultural fabric of the
community, but also draw people to the City, and bring in additional dollars. The
application provides information about their fiscal plans, short and long -term. They
appreciate Council's consideration of their request for an $18,000 grant to be used to
purchase music, equipment and certain band instruments that individual members
typically do not own. These are durable items that should last 20 -30 years.
Mr. Gerber inquired if the instruments would be insured.
Mr. Jameson responded that they would.
Ms. Chinnici - Zuercher stated that she is happy that the community has been able to
tap his expertise to develop this opportunity for the community.
Mr. Jameson responded that he is happy to do so.
Mr. Keenan stated that most of the hotel -motel funds have been allocated. He
requested clarification of the remaining available funds for 2010.
Finance Committee of the Whole
August 9, 2010
Page 2
Mr. Thurman responded that $89,900 remains in the bed tax fund.
Mr. Gerber stated that he heard the band on July 3 and at the DubCrawl, and he
enjoyed both occasions.
Mayor Lecklider inquired if the organization must formalize the 5013C process to
receive grant money.
Mr. Jameson responded that the Dublin Arts Council will act as their fiscal agent until
they have officially received their 5013C.
Mayor Lecklider noted that the money will go to the Arts Council as a "pass through."
Mr. Jameson responded that he and Mr. Guion are currently working on the details
of having that money passed through their organization.
Mr. Gerber stated that he checked with Ms. Gibson regarding that practice last week,
and she indicated the disbursement could appropriately be handled in that manner.
Mr. Keenan inquired if the grant money would be paid to them as receipts were
received for the various instruments.
Mr. Thurman responded that as the City received the receipts, the money would be
paid to the Dublin Arts Council, who would, in turn, pass the funds to the Dublin
Cornet Band.
Mr. Jameson stated that he would likely to purchase the instruments with a personal
credit card, then be reimbursed.
Ms. Chinnici - Zuercher inquired if the instruments would all be purchased from the
same source.
Mr. Jameson responded that they would purchase them from wherever they could
obtain both the best price and the best service.
Ms. Chinnici - Zuercher inquired if a purchase order would also work. She does not
believe it is best for Mr. Jameson to put that amount of money on a personal credit
card.
Mr. Thurman stated that a purchase order could be issued to the Dublin Arts
Council. After receiving the receipt, the City could pay out the money within the time
frame in which they would need it to pay the credit card bill.
Ms. Grigsby noted that the City processes payment twice per week. Therefore, if the
City receives a bill on Monday, it can be processed on Tuesday. They can also look
at other options to pay once the invoice is provided or a proposal received of an
estimated cost. Seventy -five percent of the amount could be paid, then, once the
receipt is received, the remaining 25 percent could be paid. This mechanism would
ensure they received the paperwork.
Mr. Keenan moved to recommend a grant in the amount of up to $18,000 to fund
purchase of instruments and other expenses.
Ms. Chinnici - Zuercher seconded the motion.
Mr. Gerber, yes; Mr. Keenan, yes; Ms. Chinnici - Zuercher, yes.
Finance Committee of the Whole
August 9, 2010
Page 3
Mr. Gerber noted that this recommendation will be made to Council at the Council
meeting immediately following this meeting tonight.
• 2nd Quarter 2010 Financial Update
Ms. Grigsby presented an overview of the materials. The first quarter information
was also provided to enable Council see the process that has occurred this past
year in regard to income tax projections.
Revenues
The 2010 budget amount was based upon a 3.9% decrease from year 2009.
However, through the second quarter of 2010, revenues are up 2.91 %, and that has
been consistent from the first quarter through the second quarter. $1.13 million in
additional income tax revenues were collected through the first six months of 2010
compared to the first six months of 2009. The income tax collections through the
second quarter exceeded the budgeted amount by approximately $2.4 million. Last
year at this time, the income tax revenues were down 7.5% compared to 2008.
Comparing last year this time to the end of June 2010, revenues are significantly
higher this year. The projection is that 2010 revenues will be flat compared to 2009
-- that is the information that was provided in the tax budget that Council adopted
earlier this year, as well as the CIP the Council will be reviewing next week.
However, based upon the fact that the last four months of 2009 were down
significantly, it looks hopeful that 2010 revenues will actually be up at the end of this
year -- based upon the current information, approximately two percent up compared
to 2009. Again, the documents submitted to the County, as well as the CIP Council
will be reviewing, have conservatively assumed income tax revenue will be flat.
Expenditures
The expenditures for the General Fund through July 2010 are down slightly
compared to 2009 expenditures, once an adjustment was made for the additional
pay in 2009. They have conservatively projected that the expenditures will be up
two percent by the end of the year, however, they are now down, so it is hoped
that the two - percent up projection will prove to be conservative. When CIP and
Operating budgets are discussed, one of the key financial indicators is the
General Fund balance. The City's target balance is 50% of the General Fund
expenditures including the Operating transfers. The percentage at the end of
2008 was 60 %, and at the end of 2009, it increased to 65 %. With regard to
where the General Fund is this year, the end of year projection is 68 %. If
expenditures were to remain flat, that percentage would increase to 69 %.
A couple of items that are indicators of the local economy are property taxes and
service payments — the payments in lieu of taxes in the City's Tax Increment
Financing (TIF) districts. The City has not yet received all of the second half
distribution of property taxes, but based upon what has been received from
Franklin County, the assumption is that the tax revenue will be flat or up slightly
from 2009. Only Franklin County 2010 service payments have been recorded at
Finance Committee of the Whole
August 9, 2010
Page 4
this time. Union County payments have not yet been received; however those
are minimal — the only TIF district in Union County is the Tartan West TIF.
However, the Franklin County service payments are up considerably as
compared to this point in time last year. More detail on that information will be
provided in the overview for the CIP budget discussion next week. Staffing
information was provided for the last quarter update regarding the vacancies that
were identified for the 2010 Operating Budget compared to current staffing.
Information in the back of Council's packets shows an update of vacancies as of
July 31, 2010. Last fall when the Operating Budget was prepared, there were 23
unfunded positions. As of the end of July 2010, there are 28 positions that are
vacant or unfunded. Nine of those are current vacancies — the date they became
vacant is provided.
Compared to what was projected in the 2010 Operating Budget, we could be
down almost ten percent the rest of the year and meet the current projections.
We could be down four percent and be flat with last year's income tax revenues.
Based on last year's revenues, it is hopeful that revenues will be up in the last
quarter — that the current trend that is up two — three percent will continue. They
are watching the discussion regarding a potential Federal income tax rate
change for next year. That could have an impact on the local income tax
revenue this year if people try to accelerate their wages this year rather than in
20101. There could be a spike at the end of 2010 for that reason, and an effort
to lower their 2011 salaries and wages. Conseqently, for the CIP budget, the
2011 projection for revenue is flat, as well.
Ms. Chinnici - Zuercher inquired why an increase in Expenditures has been
projected, when in recent weeks, there have been more resignations.
Ms. Grigsby responded that their goal is to remain conservative with projections.
There is still uncertainty due to the turn - around of the economy.
Ms. Chinnici - Zuercher inquired what could cause an increase in Expenditures
later in the year?
Mr. Keenan responded that probably nothing would; it is budgeting methodology.
Ms. Chinnici - Zuercher inquired if it is principle of budgeting.
Ms. Grigsby responded that it is. With some things such as fuel costs or an early
snow season can cause an increase. The goal is to be more conservative with
Expenditures.
Mr. Keenan stated that Income Revenue is projected low and Expenditures are
projected high.
Ms. Chinnici - Zuercher inquired the reason the Economic Development
Administrator position was never funded.
Ms. Grigsby responded that position was part -time. What Mr. McDaniel has
done is to use various economic development consultants to perform those
duties.
Finance Committee of the Whole
August 9, 2010
Page 5
Vice Mayor Salay inquired if the consultant activity is ongoing within that
department.
Ms. Grigsby responded that it is; there are three or four consultants Mr. McDaniel
is currently using.
Mr. Keenan stated that the TIF revenue appears to be steady. A number of TIF
districts will be expiring in the next four or five years.
Ms. Grigsby responded that many of those have been modified from the original
legislation to expand them. Most of them will continue for several years. The
only TIF district in which there will be a reduction next year is the McKitrick TIF.
Once the Phase 1 and Phase 2 improvements are paid for, it will be converted to
a non - school TIF. It is projected that with the current fund balance and the
annual service payments that will be received, it will be possible to continue
retiring the debt on Phase 2 and pay the projected debt on Phase 8.
Mr. Keenan stated that there have been a couple of smaller parcels that have
been abandoned — the City has been reimbursed for what had been acquired.
Does that money go into the General Fund or into another fund? One such
parcel abandonment was the Post Road interchange.
Ms. Grigsby responded that the reimbursement went into the construction fund
established for that purpose.
Mr. Keenan noted that the process then is "from whence it came, it is returned."
Ms. Grigsby affirmed that it is.
Mr. Keenan noted that for larger pieces, that adjustment would be reflected in
the CIP, which will be reviewed within a couple of weeks.
Ms. Grigsby affirmed that it would. Once a decision is made on the pending
cases, a decision can be made where to show that.
Mr. Gerber stated that he is used 2008 as his base. It appears that the income
tax revenue is still approximately 3.25% below 2008 levels.
Ms. Grigsby confirmed that is the case. Last year, it remained at the 2006 level.
This year, it has improved to just below 2008's level.
Mr. Gerber inquired if Expenditures are also at 2008 levels.
Ms. Grigsby responded that they are up from that slightly, but below 2009 levels.
Ms. Chinnici - Zuercher inquired if a running total is kept on how many jobs have
been created and lost.
Ms. Grigsby responded that Economic Development tracks the information as far
as the incentive agreements that are approved by Council, the number of jobs
created, and, as best they can, track what also leaves the City. That is difficult to
track; in some cases the City is unaware. With income tax, however, information
is maintained annually on the number of W2s that are filed year to year. In some
cases, that is not a good indicator, because there can be many FTEs and
turnovers in jobs.
Finance Committee of the Whole
August 9, 2010
Page 6
Ms. Chinnici - Zuercher inquired how that situation is at this time.
Ms. Grigsby responded that from the income tax standpoint, it is remaining
relatively consistent from year to year. Last year, the majority of the decrease it
income tax revenues related to net profit payments that the corporations make.
With the larger companies, on the withholding side it had to do with the absence
of bonuses or pay increases. There weren't any significant layoffs that the City
was aware of. It was a reflection of the total payroll of the companies.
Ms. Chinnici - Zuercher inquired if there was a relationship to employment versus
vacancy space — a formal formula that commercial realtors may use that would
be helpful to consider.
Ms. Grigsby responded that they probably do have a formula — staff can look
into that. We do try to keep on top of the vacancy rates. Mr. McDaniel has
pointed out that Dublin does not have a lot of large space available where there
would be contiguous vacancies. However, an effort is made to track he
vacancies within the City, and as companies call to inquire, the City can provide
assistance with their space needs.
Vice Mayor Salay stated in her conversations with him, Mr. McDaniel has
appeared to have an up -to -date awareness of which companies are coming or
going within the City.
Ms. Grigsby noted that the City does work with a couple of companies who
provide that data.
Mr. Keenan inquired if they would also be factoring in the nationwide job loss
situation.
Ms. Grigsby stated that for the current CIP review, staff made some adjustments
in their 2010 projections to account for that situation.
Mr. Gerber stated that when he looks at the 2010 Recap by Type, he sees
withholding, net profit, and individual accounts. It appears that the withholding
accounts are holding steady. The City has done a good job retaining employees
within the City. The individual accounts, however, are markedly down.
Ms. Grigsby responded that the percentage is the dollar amount. It is not that
much in waived dollars. Also, Westerville's rate increased from 1.25% to 2.0 %.
Anyone who lived in Dublin and worked in Westerville, the .75% Dublin
previously received, it didn't receive in 2010. The last four months of last year,
the withholdings were down. It looks hopeful that withholdings this year will
remain steady or even increase by the end of the year.
[Mrs. Boring arrived at 6:30 p.m.]
Mayor Lecklider inquired if the projected collections for this year are
$63,309,470.
Ms. Grigsby confirmed the amount.
Mayor Lecklider noted that the amount will still be down compared to 2009.
Finance Committee of the Whole
August 9, 2010
Page 7
Ms. Grigsby responded that the current projections are that the amount will flat or
equal to 2009. Through the second quarter, we have been up about 2.9% for the
same period of time in 2009.
Discussion of Mayor's Court fees
The meeting was adjourned at p.m..
Clerk of Council