01-13-14 CC WS Mtg MinCITY OF SHOREWOOD
CITY COUNCIL WORK SESSION
MONDAY, JANUARY 13, 2014
MINUTES
1. CONVENE CITY COUNCIL WORK SESSION
5755 COUNTRY CLUB ROAD
COUNCIL CHAMBERS
6:00 P.M.
Mayor Zerby called the meeting to order at 6:03 P.M.
A. Roll Call
Present. Mayor Zerby; Councilmembers Hotvet, Siakel, Sundberg, and Woodruff; Administrator
Joynes; City Clerk Panchyshyn; Finance Director DeJong; and, Director of Public Works
Brown
Absent: None
B. Review Agenda
Administrator Joynes noted that some of the depreciation calculations in the 2014 Capital Improvement
Program (CIP) and 2014 Enterprise Budget materials included in the meeting packet are incorrect.
Therefore, staff recommends skipping over Item 2.13 on the agenda. He then noted that the approval of
the 2014 CIP and Enterprise Budgets and the Rate Study will be removed from the agenda for the
meeting immediately following this work session. He stated Director DeJong will correct those
calculations and the materials will be provided to Council for its consideration during its January 27,
2014, regular meeting.
Councilmember Woodruff stated he would like the opportunity to raise some questions he still has about
the information in the packet during this work session. If those are addressed to his satisfaction then there
would not be a need to have another work session about this on January 27.
Woodruff moved, Sandberg seconded, approving the agenda as presented. Motion passed 510.
2. CAPITAL IMPROVEMENT PROGRAM AND ENTERPRISE BUDGETS
Administrator Joynes noted the meeting packet contains a copy of the 2014 — 2023 Capital Improvement
Program (CIP) and the 2014 Enterprise Budgets. It also includes a copy of a staff memorandum regarding
proposed sewer and stormwater utility rate increases and a copy of Ehlers' Utility Rate Study
Presentation that was made to Council during its October 28, 2013, work session.
Joynes clarified that the CIP is a planning document. It schedules capital projects for a number of years
out into the future and the projected costs to do those projects. It helps in determining if there will be
adequate financial resources to fund the projects. He then clarified Council is being asked to approve the
projects for a specific year; in this case 2014. Each project scheduled for 2014 will be brought to Council
for approval prior to making any expenditure on the project.
He explained the enterprise and capital fund budgets have been reviewed in conjunction with the CIP and
the rate study. They follow previous year's budgets for operating expenses and incorporate changes
CITY OF SHOREWOOD WORK SESSION MEETING MINUTES
January 13, 2014
Page 2 of 5
based on the CIP and rate study. During the February 2013 Council and staff retreat there was discussion
about the need to make changes to various funds. Things were adjusted throughout 2013 based on
ongoing discussions. For example, Council decided to fund the Smithtown Road west sidewalk project in
2013. It also decided to schedule the construction of the Galpin Lake road trail segment in 2014 and the
Smithtown Road east trail /sidewalk segment in 2015. A number of the budgets were adjusted accordingly
to accommodate that. Also, in some instances equipment replacement purchases were moved out of the
Equipment Replacement CIP to the appropriate CIP for which that equipment would be used. The rate
study recommended increases were factored into the Sewer and Stormwater Funds to provide a clearer
picture of the adequacy of those Funds.
Councilmember Woodruff stated Council was not provided with fund balances for any of the UP
accounts with the exception of the water, stormwater and sewer. He then stated there are many equipment
purchases scheduled throughout 2014 — 2023. Yet, Council does not know what the starting balance or
ending balance are projected to be based on the scheduled purchases. Council was not provided with that
information for 2013; it had been provided with that information in years before that.
Woodruff then stated the Parks Improvements CIP has a $100,000 placeholder in 2014 for Badger Park
improvements. Yet the staff memo states that does not include relocating the lights. The field in Badger
Park would be useless without lights, for the most part, in the winter time. He related that Director
DeJong has told him that he has not been able to get that cost information. He asked staff to estimate the
cost for lighting.
Director DeJong explained that Council had asked WSB & Associates to come back with a modified plan
for Badger Park improvements. WSB has indicated that the City may not want to reorient the field
because an east /west orientation would not be good for sports teams that use the fields in late afternoon
and early evening when the sun is setting.
Mayor Zerby stated it is his recollection that Council supported reorienting the field to east /west from
north/south.
Councilmember Woodruff stated the 2014 Park Improvements CIP indicates the field will be reoriented.
That would require the lighting be moved. If the lighting is not going to be moved then the reorientation
of the filed should be taken out of the CIP. If the field is to be reoriented then the cost for lighting should
be included in the CIP.
Councilmember Siakel asked how much it would cost to move or replace the lighting. Councilmember
Woodruff stated $50,000 — $80,000. Administrator Joynes stated staff does not know what it will cost.
Administrator Joynes noted that after a presentation from WSB about the sun issue if the field is
reoriented the Park Commission has recommended against reorienting the field. The Commission and the
Council have not made a final decision.
Mayor Zerby asked staff to make some estimate on the lighting cost.
Director Brown noted that the key staff players involved with that project are not in attendance. He
suggested using a placeholder of $70,000 for the lighting.
Director DeJong noted that if the field is remodeled in 2014 there will be no night use in 2014 because
the field will be torn up and reconstructed and grass will be planted that needs mature. The lighting could
be installed in 2015.
CITY OF SHOREWOOD WORK SESSION MEETING MINUTES
January 13, 2014
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There was Council and staff consensus to include a $70,000 placeholder for lighting in 2015.
Councilmember Woodruff stated the MSA Road Reconstruction Fund has a placeholder for the
Smithtown Road west sidewalk project in an amount of approximately $349,000. Yet that project is
basically paid for. It's his understanding that money will used to reimburse some other fund for what has
already been paid for. Based on the CIP it appears the City is going to pay another $349,000 for that
project. He asked staff to reevaluate if that is the appropriate way to show that. Director DeJong clarified
that the project has not been closed out; there are some significant expenditures that will be incurred in
2014. He is not sure if that amount will approximate $349,000. Director Brown noted there is a punch list
of items that will have to be addressed for that project in 2014 but lie does not think the associated
expenditures will be even close to that amount.
Woodruff stated the Stormwater Management CIP includes a placeholder in the amount of $381,000 in
2016 for Amlee Road /Glen Road. From his perspective he does not think it would be possible to spend
that amount of money for stormwater improvements for Amlee Road which is only 250 yards long,
noting that it is his understanding that Glen Road is no longer being considered. He asked staff to
reassess that.
Mayor Zerby stated the Water CIP includes a placeholder in the amount of $450,000 for rehabilitating
and repainting the West Water Tower. Based on the overruns from when the same thing was done to the
East Water Tower he asked Director Brown if he is relatively comfortable with that estimate. Brown
responded he thought it is reasonable provided it can be done in a year when the water usage allows it to
be done.
Director Brown explained that when the East Water Tower was done the project was started later than
planned and the Tower had to be heated on the inside so that the inside paint would cure properly. Brown
then explained that those projects cannot be done during the summer months because of the high water
usage. When the project will actually be done will be in part driven by weather.
Councilmember Woodruff stated that the packet includes a copy of a list of potential technology
upgrades /additions and the initial and ongoing costs for them. In 2014 there is a placeholder of $6,000 for
Customer Response Management (CRM) software and there is an ongoing annual cost of $4,000. He
noted he cannot support that purchase.
Mayor Zerby noted that he expressed concern that he did not think the City would get enough value from
spending that amount of money during Council's November 12, 2013, work session. He stated he spoke
with the City's Communication Coordinator about this and learned that the City has a non - emergency
form on the City's website. The Coordinator said when it was first implemented there were about three
people who used it but there has not been any use since then.
Councilmember Woodruff stated another item on the list is for wiring for cable service in the Council
Chambers, large conference room, kitchen /break room and lobby with a flat panel monitor(s) and high
definition projector in the Chambers for a cost of $5,000 in 2014. He questioned if there is a need for
that. That expense does not make sense to him. Councilmember Siakel stated she would not mind if this
is kept as placeholder, noting she understands there needs to be more discussion about it. Woodruff
stated he would like staff to provide some rationale for doing that. Mayor Zerby stated he thought it
would be worthwhile to have a monitor in the conference room. Director Brown stated in the event of a
significant emergency event Council may want to be at City Hall to stay up on events and serve a
different function. Woodruff suggested having a stack of iPads available to follow things online. Siakel
reiterated her desire to keep money as a placeholder and to have further discussion about this.
CITY OF SHOREWOOD WORK SESSION MEETING MINUTES
January 13, 2014
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3. RATE STUDY DISCUSSION
Administrator Joynes stated the City selected Ehlers to conduct sewer and stormwater utility rata studies
in the fall of 2013.
Director DeJong explained there needs to be a significant increase to the stormwater rate. Ehlers
originally proposed a 20 percent increase annually (about $3 per quarter) for the next five years to get
them to where the Stormwater Fund will be sustainable in the future. The 2013 residential quarterly rate
for a property that is greater than 10,000 square feet and less than 50,000 square feet is $15.12 per
quarter. Based on the 20 percent increase the 2014 rate would be $18.14, the 2015 rate would be $21.77,
the 2016 rate would be $26.13, the 2017 rate would be $31.35 and the 2018 rate would be $37.62. The
City would reach its target working capital for the Stormwater Fund in 2018. The City would not be
overcharging current customers for future use of the Fund.
Council had suggested starting with a higher rate increase initially and then having a lower increase
annually.
Ehlers came back with a second scenario to increase the rate increase to about $6 in 2014 and then an
increase of 15 percent in 2015 — 2018. Based on the this scenario the 2014 rate would be $21.12, the
2015 rate would be $24.29, the 2016 rate would be $27.93, the 2017 rate would be $32.12 and the 2018
rate would be $36.94. The City would reach its target working capital for the Stormwater Fund in 2015
and it would remain above it though 2018.
He noted that staff recommends going with the more conservative approach which is the 20 percent
annual increase scenario. The City can reevaluate the rates as the actual project costs become known. He
then noted that Council can pick anything in between the two scenarios presented and the rates can be
monitored and adjusted going forward.
Councilmember Siakel stated she favors the 20 percent annual increase scenario. Councilmember
Sundberg concurred.
Director DeJong explained that Ehlers recommended a 3 percent annual increase in the sewer rate form
2014 — 2018. It identified three approaches to getting there: 1) keep a flat rate for all customers; 2) base
rates off all water usage; and, 3) base rates off winter quarter water usage. Currently there is a flat sewer
rate primarily because one -half of the residential properties in the City are not on City water. Those
customers do not have a water meter to measure water usage. For those customers not on City water staff
recommends the 3 percent increase as recommended by Ehlers.
For those customers on City water they could remain on a flat rate, their rate could be based on their
actual yearly water usage or their rate could be based on winter quarter water usage. Water usage
fluctuates dramatically throughout the year. Summer usage is about three times higher than the
customer's base usage in the winter (January — March) in Large part because of the outside water usage
which does not flow into the sewer system. Basing the residential rate off of winter water usage would
result in predictable quarterly sewer bills. The customers' bills will change once during the year in the
spring. It would also be a more predictable revenue source for the City. Staff recommends going with
Ehlers recommendation of a 3 percent increase based on winter water usage.
Councilmember Siakel asked if the winter water usage would be captured on April I. Director DeJong
explained the City reads the water radio read meters at the end of each quarter. That will be done at the
CITY OF SHOREWOOD WORK SESSION MEETING MINUTES
January 13, 2014
Page 5 of 5
end of March and it will be used to calculate the customer's winter usage rate which will then be used to
determine their sewer rates. Administrator Joynes noted that is typical for most metropolitan cities.
Director DeJong noted that the way Ehlers designed its study is so that the average residential metered
user would be paying approximately the same rate as the average non- metered user. Also, the typical
residential usage is around 18,000 gallons per quarter. He explained a rate example included in for those
customers on City water using the winter usage. For 2014 those customers will pay a base charge of
$8.25 per quarter plus a rate of $3.40 per 1,000 gallons of water used based on winter usage. The base
charge base rate and usage rate would each increase 3 percent in 2015 — 2018.
Councilmember Woodruff stated the Ehlers study reflected money being transferred from the Sewer
Fund to the Stormwater Fund. He asked if that will be treated as a loan. Director DeJong responded it is
calculated as an inter -fund loan in the rate study with the repayment starting in 2015. Woodruff then
stated there is a low- income sewer only rate. He asked if anyone uses that. DeJong stated there are a
couple of people on that but he has not seen anyone use that recently. Woodruff recommended not
advertising that rate and he suggested Council and staff discuss that in the future. Director Brown stated
there are a few people that use that rate and that it came about because a few homeowners had petitioned
the then - Council to implement that rate
Director DeJong explained the commercial rate would continue to be based on the same basis as it is
now. The commercial customer would have a minimum charge that would be equal to the flat rate
residential (i.e., $72.85 for 2014). If their fixed fee plus their usage exceeds the minimum charge they
would pay that higher charge.
Director DeJong stated that besides the inter -fund loan to the Sewer Fund there are two transfers to the
Trail Fund from the Sewer Fund. He noted the sewer rates will not be enough to cover the operating costs
until about 2017.
4. ADJOURN
Woodruff moved, Siakel seconded, Adjourning the City Council Work Session of January 13, 2014,
at 6:51 P.M. Motion passed 510.
RESPECTFULLY SUBMITTED,
Christine Freeman, Recorder
ATTEST:
Jean Pauchyshyn, City let r'C k
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