09-09-24 CC WS MinutesCITY OF SHOREWOOD 5755 COUNTRY CLUB ROAD
CITY COUNCIL WORK SESSION MEETING COUNCIL CHAMBERS
MONDAY, SEPTEMBER 9, 2024 5:30 P.M.
MINUTES
11 —11" .�_ 31`1L
Mayor Labadie called the meeting to order at 5:30 P.M.
A. Roll Call
Present. Mayor Labadie; Councilmembers Callies, Maddy, and Sanschagrin; City
Administrator Nevinski; Parks and Recreation Manager Czech; City Clerk/HR
Director Thone; Director of Public Works Morreim; and City Engineer Budde
Absent: Councilmember Zerby
B. Review Agenda
Sanschagrin moved, Maddy seconded, approving the agenda as presented. Motion passed
4/0.
2. BUDGET 2025
Finance Director Schmuck gave an overview of the proposed 2025 Governmental Funds Budget
and shared details related to the General Fund, Property Taxes, SCEC, Capital Improvements,
and Debt Service. She reviewed the proposed levy increase and the tax impacts for properties
of various values. She explained that the Preliminary Levy needed to be certified and to the
County by September 30, 2024, so the Council would need to take action at their September 23,
2024 meeting. She reminded the Council that once this was filed with the County the City could
only decrease it and could not increase it.
Councilmember Callies referenced the use of Planning Consultants and noted that the City had
discussed for many years the importance of updating the zoning and planning code. She stated
that Planning Director Darling had advised the Council that this was very important for the City
and noted that it appears as though there would be some efficiency in using the same firm for the
Comprehensive Plan update, so there could be some coordination of effort.
Finance Director Schmuck noted that related to the planning and zoning the City is working on
hiring a Planner which will give Planning Director Darling time to organize and orchestrate this
work.
City Administrator Nevinski stated that with the Comprehensive Plan, there are system statements
that will begin coming out and noted that plans needed to be sent to the Met Council by the end
of 2028.
Councilmember Callies noted that was something that the City had to do because they are within
the metro area. She stated that she understands that this is not work that could be done internally
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without having to shut down all the other work that staff is doing so the City needed to hire
consultants to do this work.
City Administrator Nevinski confirmed that most cities hire outside consultants to complete this
type of work.
Finance Director Schmuck agreed and noted that the City also did not have the expertise to cover
all the areas within the Comprehensive Plan because it is very in-depth.
Councilmember Sanschagrin stated that there had been an additional twenty-five thousand
dollars budgeted for this year and asked if the amount that went unused would just be factored
into the new budget.
City Administrator Nevinski clarified that the City had twenty-five thousand in this year's budget
and the Council had just approved a contract for re -working the Subdivision Ordinance and
explained that what was being discussed tonight was really just looking forward and did not
include this year.
Councilmember Callies asked where these things were detailed within the line items.
Finance Director Schmuck explained that planning and zoning was shown on page seventeen
and contractual services was shown under Professional Services on page sixteen.
Councilmember Sanschagrin explained that of the twenty-five thousand dollars that he referred
to earlier for 2024 it appeared that the City had only used one -thousand six hundred so far and
asked if City Administrator Nevinski felt the remainder would be used by the Subdivision
Ordinance project.
City Administrator Nevinski stated that was correct.
Councilmember Callies stated that she was comfortable with this, as proposed, because it was
necessary.
Finance Director Schmuck noted that the agenda software items can be found on page thirteen
under Administration and noted that this was also an increase of six thousand dollars under
contractual services. She noted that the software will allow for internal efficiencies and provide
more availability to the public.
Councilmember Sanschagrin asked if there may be a way to quantify what the cost/benefit would
be of the software.
City Clerk/HR Director Thone stated that she did not believe that they would be able to
immediately quantify the cost/benefit but explained that she believed that the efficiencies and the
paper costs savings would be significant.
Councilmember Callies asked for clarification on the agenda software and if it meant that there
would not be paper copies anymore.
City Clerk/HR Director Thone explained that paper copies would always be available to those who
needed them, but this software would essentially allow the system to be paperless.
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Councilmember Callies stated that she did not believe the Council had voted to provide iPads to
the Council and asked how this software would provide an advantage to the Council and if it
meant that they would have to print things at home.
City Clerk/HR Director Thone stated that it will be up to the Council if they want to have iPads,
and noted that she believed they could find room for them within the City's IT budget. She
reminded the Council that last year, in order to trim their budget, they had taken out the iPads and
the agenda software.
Finance Director Schmuck explained that she had used agenda software with other communities
and found it very beneficial. She stated that after it is set up and being used, the Council can take
a look at whether they want an iPad or laptop. She noted that it will take some time to get it all
set up and the kinks worked out before they get to the point where they would need to make those
kinds of decisions and noted that they could also just take up the possibility of iPads when they
put together the 2026 budget.
Councilmember Sanschagrin explained that he was in favor of investing in productivity
improvement tools but felt it would be helpful for future investments if the savings and
improvements could be quantified as much as possible.
Finance Director Schmuck referenced the Public Safety Aid funds that the City had received in
2023 and the proposed transfers.
Councilmember Maddy asked where the Public Safety Aid funds were currently `parked'.
Finance Director Schmuck explained that the City pools all of its money, so it was not specifically
`parked' anywhere.
Councilmember Callies stated that the City had a substantial amount of reserve funds and asked
where that would show up in the budget.
Finance Director Schmuck explained that it did not show up within the budget and noted that the
reserves are in the balance sheet. She stated that in 2023, the City had reserves of about one
point nine million dollars and noted that later in her presentation she wanted to discuss the
possibility of moving some of those funds into a Street Fund as part of a discussion around long-
term financial planning.
Councilmember Callies asked how much the City currently had in their reserves.
Finance Director Schmuck stated that the City's fund balance policy is to maintain at least sixty
percent of the next year's expenses. She explained that the City only gets financed with property
taxes twice a year so they need to be able to cover all of their expenses through July when they
get payment from the County. She noted that the budget is not exactly cyclical where each month
they pay exactly one -twelfth of everything because there are months were certain things incur
more costs for the City.
Councilmember Callies asked if the City was levying a certain amount in order to have the reserve
funds.
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Finance Director Schmuck stated that they were not and explained that they are required by the
State to have a balanced budget within the General Fund and the City was only levying the
additional money that they need.
Councilmember Maddy asked if that meant that the City was not contributing any extra money to
the reserves.
Finance Director Schmuck stated that some cities will have to levy for their fund balance to ensure
that they meet their fund balance policy, but noted that Shorewood was not to that point. She
explained that as the City starts doing some of the transfers that staff was recommending and
using some of the surplus funds, they will need to be more cognizant of where this lands.
Councilmember Sanschagrin stated that at some point she would like the City to have a
conversation about whether sixty percent is the correct number and asked if it was higher than
what other cities had.
Finance Director Schmuck stated that the Office of State Auditor's recommends that cities have
between thirty-five to fifty percent, but noted that most cities that she has seen have a minimum
of fifty percent but noted that for smaller communities, sixty percent was more realistic. She noted
that she had not found anything in City documents that has ever deviated from the sixty percent
and believed that it had been the City's policy for at least the last twenty years. She moved the
discussion onto the Shorewood Community and Event Center items including levy support, user
fees, and future capital needs.
Councilmember Sanschagrin stated that he felt the City should look at the user fees and noted
that he felt their goal should be to have the facility be as self-sustaining as possible but also an
asset for the City. He asked about other possible revenue streams and asked if it would be
appropriate to encourage sponsorships or ways for businesses to come in and help support the
facility. He noted that he also believed that the City has a much lower user fee for non-profit
entities and suggested that perhaps the rate didn't need to have such a large discount.
Parks and Recreation Manager Czech stated that staff has been diving into the fee structure and
through his preliminary analysis, the non-profit rate seemed to be extremely low and noted that
the City had a high percentage of users that fall into that category. He cautioned that his
information was just in the preliminary stages right now, but noted that he felt that the non-profit
groups that are using it were not necessarily what this may have been targeted for, such as local
community groups such as the Boy Scouts. He stated that they have been seeing many out -of -
the -area types of non -profits using the facility and noted that he has seen people have different
rate structures for the local non -profits versus the out of City non -profits. He reiterated that staff
was looking into this in order to put together a report for the Council to consider some possible
changes.
Mayor Labadie asked Parks and Recreation Manager Czech if he planned to present this
information to the Council at the January retreat.
Parks and Recreation Manager Czech noted that it would likely be around that time because the
Civic Rec program was implemented in January 2024, so by January 2025, they will have a full
year of data to analyze.
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Mayor Labadie stated that she felt it would be a great topic for them to discuss at their annual
retreat because it would also give the Council the opportunity to weigh in on what their overall
vision is for that building.
Parks and Recreation Manager Czech explained that they had also implemented asking people
who use the facility to fill out a survey about things like the affordability of the space that they will
be able to factor into their analysis.
Mayor Labadie asked Parks and Recreation Manager Czech how he felt the Civic Rec software
had served the City.
Parks and Recreation Manager Czech stated that Parks and Recreation Specialist Vassar has
estimated that the software saves her eight to ten hours of staff time per week in managing the
rentals. He stated that in gathering their year-to-date data, it was about four times quicker to get
this year's data than it was to get last year's data. He noted that they have gotten a lot of positive
feedback from renters about having the ability for them to check availability online. He stated that
he felt that the software really streamlined the whole process so it has become organized and
efficient.
Finance Director Schmuck stated that they could look into a few things like Councilmember
Sanschagrin brought up such as sponsorships or even naming rights for some of the rooms at
the facility. She moved the discussion onto the Park Capital Improvement Fund including levy
support and the expected future capital shortfalls.
Councilmember Callies noted that she had attended the Park Commission meeting when they
discussed the long-range plan and the desire to be forward -looking rather than dealing with every
crisis in the moment. She stated that there have been a number of things that have been pushed
off and noted that one of the other things that arose was that some of the placeholders for certain
things in the Parks and Trails Master Plan were unrealistic. She stated during the Park tours,
there was concern raised about things that were still in the master plan that people did not want
anymore and the fear that they would still happen just because it had been included in the plan.
She stated that she felt it was time to revisit this and put together an updated plan because parks
are one of the best resources the City has. She noted that this is another thing that the City would
not have the capacity to do it internally and would require a consultant. She stated that she felt
that parks were important and the City should spend some money on them.
Councilmember Sanschagrin stated that he agreed and would like to see the City get more
feedback and fine-tune the master plan. He stated that Cathcart Park is actually located in Carver
County and wonders if there may be an opportunity to have Chanhassen participate in the
investments for that park.
City Administrator Nevinski stated that Cathcart Park was annexed into Shorewood, but agreed
that technically it was located within Carver County.
Councilmember Sanschagrin stated that he questioned whether the planned expense for
playground equipment in 2025 for Cathcart Park should be deferred in favor of some other
investments within the City to see if there may be some appetite from Chanhassen for them to
participate in some of these costs, since many of their residents are enjoying this space along
with Shorewood residents.
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Mayor Labadie noted that historically, Shorewood was burdened with most, if not all, of the
maintenance for this park and when they started discussions, it was agreed that it would be
annexed into Shorewood. She stated that she did not think that Councilmember Sanschagrin's
idea was a bad thing to pursue, but was not sure how receptive Chanhassen would be to cost
sharing for improvements at the park. She noted that Parks and Recreation Manager Czech
came to the City from Chanhassen and asked if he knew anything about their feelings related to
this park.
Park and Recreation Manager Czech stated that he came upon the agreement when he was
putting things together for the most recent Park Tours. He explained that there was a statement
made around 2015 that the City of Chanhassen did not have any interest in contributing funds.
He stated that Shorewood could certainly bring it up and have a conversation about it, because
there is different leadership now, but cautioned that the Council should not get their hopes up.
Councilmember Callies noted that based on the City's own experience when the issue of SoHi
Park came up, Shorewood was not very interested in contributing to it since it was located in
Excelsior.
Mayor Labadie stated that, as mentioned by Councilmember Callies, there are things listed in the
Master Plan that the Council and staff know may not be happening, but the residents do not know
this, so clearing those things up and getting the Parks Master Plan up to date, accurate, and more
reflective of the direction the Council wants to take rather than what past Council's wanted to take,
was a necessary step.
Finance Director Schmuck stated that in updating this within the capital improvement plan
software that the City has, the former five thousand dollar amount was only to update the Master
Plan for two specific parks and not all of the City parks. She stated that she felt that doing a full
update of the City's Master Plan for the entire park system will be beneficial and noted that she
felt what was included in the most recent budget would be sufficient to do that work.
City Administrator Nevinski stated that one of the distinguishing factors may be the amount of
community engagement that is needed because that can drive up a budget.
Finance Director Schmuck moved the conversation onto the Equipment Capital Fund including
levy support and future facility needs.
Councilmember Sanschagrin asked if there were any productivity improvement tools or machinery
that had not been included.
Public Works Director Morreim stated that they were continually looking at equipment. He noted
that if they have the ability to combine purposes for some of the different maintenance needs into
a single piece of equipment, it may be more expensive, but would also eliminate the need to
purchase additional equipment. He stated that they are looking at upgrading some of those based
on new requirements. He noted that they are always looking at ways to be more efficient,
effective, and safe as they upgrade and replace existing equipment. He gave examples of
equipment and accessories that they have been trying out to see their effectiveness and ways
that they may be able to help with efficiency.
Councilmember Maddy asked what the assumed rate of inflation was for the City's ten-year plan.
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Finance Director Schmuck stated that the assumed rate of inflation was five percent. She moved
the discussion onto the Street Improvement Fund including levy support, future bonding, and the
General Fund balance. She reiterated that she felt that pulling together everything in one
document with the long-term financial plan would be beneficial and noted that she believed this
was a conversation that the Council needed to have in the near future.
Councilmember Callies noted that the interest rates on the bonding in 2020 and 2021 were two
percent or lower so it made sense to bond for those projects.
Finance Director Schmuck stated that she agreed that it made sense to bond for those projects
and noted that normally the percentages rates were just over four percent. She noted that interest
rates have gone up, but there was no crystal ball that can tell anybody what they will be in the
future.
Councilmember Callies asked how much of the surplus funds Finance Director Schmuck was
recommending be moved.
Finance Director Schmuck explained that she was recommending that they move one to one to
one point two million dollars into this fund so there would still be around two -hundred thousand
dollars as additional surplus above and beyond the required sixty percent. She clarified that the
one -point -nine million dollar surplus she mentioned earlier was above and beyond the required
sixty percent. She stated that moving the one -point two million out of the surplus was not
something that the Council has had a conversation about, so if they were not comfortable with
that, it could stay within the surplus and reiterated that their Fund Balance policy says that they
need to have a 'minimum' of sixty percent.
Councilmember Callies stated that she felt it made sense to at least move of those surplus funds
over since they are above the required sixty percent level.
Councilmember Sanschagrin asked if this tied into the City's debt service and if that meant it
would be good for them to start ramping this downward.
Finance Director Schmuck stated that the debt service would level out in 2026 until the City issued
new bonds and noted that a debt service levy is different than the operating/General Fund levy.
Councilmember Sanschagrin stated that he agreed that it may be a good idea to get the surplus
funds down closer to sixty percent.
Councilmember Maddy asked if the question was related to putting money specifically into the
Street Improvement Fund because he felt that was the least `popular' fund.
Councilmember Callies noted that the City's streets are one of the basics of the quality of life and
questioned whether they would just say that they would not be improving the streets. She stated
that people object to going in debt, spending money, and also being taxed for it, but somehow the
City needed to find a way to pay for these types of things. She stated that she felt a critical part
of the Council's role was maintaining their infrastructure.
Councilmember Maddy stated that his concern was that if they choose to earmark the money
towards streets it would be perceived as `use it or lose it' money and that the City would just spend
it because it was there. He explained that he would like to have a harder analysis done on every
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new street project that comes up for consideration and believed that the Council could always
decide to transfer the funds later next year.
Finance Director Schmuck confirmed that it could be transferred later but noted that the current
projections show that the City does not have enough fund balance for the street projects that were
planned over the next ten years. She reminded the Council that Shorewood does not assess for
their street projects or utilize franchise fees.
Councilmember Callies stated that she felt that they could just leave things as they are and have
the discussion about a possible transfer when they discuss the long-range financial plan. She
asked when staff was planning to have the larger discussion about the creation of the long-range
financial plan.
City Administrator Nevinski stated that they were thinking that would also be a good topic for the
January Council retreat.
Finance Director Schmuck noted that was the end of her specific discussion items but noted that
Councilmember Sanschagrin had indicated that he had some additional items he would like to
bring up.
Councilmember Sanschagrin referenced page nine for licensing and permits and noted that in the
past this amount has been much higher and asked if it made sense to increase this line item by
fifty thousand as a way to lower the levy.
Finance Director Schmuck stated that licensing and permits are a revenue resource that can
fluctuate. She explained that the City has had quite a few new developments within the last few
years and was trying to make sure that they were conservative with this number so they did not
jeopardize the fund balance. She noted that in pulling together information for the long-term
financial plan, Planning Director Darling had also brought forward some documentation that
showed that that future developments were going down. She stated that her concern is that if
they do what Councilmember Sanschagrin has suggested for one year in order to bring down the
levy by a small amount, they would have to turn around and ramp it up in future years and one of
the things they want to do within the General Fund is try to get rid of the ebbs and flows.
Councilmember Sanschagrin referenced page 11 and explained that he had a similar comment
related to cellular antennae revenue and asked if Finance Director Schmuck had data to support
the proposed reduction.
Finance Director Schmuck stated that a few years ago the government implemented a new GASB
standard so the City has to report their lease revenues and liabilities differently and explained that
the budget number is the actual cash the City is going to physically receive and the other numbers
were adjustments to offset with balance sheet items.
Councilmember Sanschagrin referenced page 12 under the Council budget for Contractual
Services and Dues/Subscriptions and suggested that these be reduced by a total of ten to fifteen
thousand dollars.
Finance Director Schmuck explained that one of the biggest components of that is an agreement
with the Lake Minnetonka Conservation District. She noted that she had noticed that the amounts
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have gone down over the last few years, but admitted that she did not know the details of the
agreement.
City Administrator Nevinski stated that he believes this number has been fairly stable and
suggested that staff take a closer look at this area and see exactly what has been included and if
it may make sense to make a reduction as suggested by Councilmember Sanschagrin.
Councilmember Callies expressed her appreciation to Finance Director Schmuck for this
information and her explanations.
3. ADJOURN
Maddy moved, Sanschagrin seconded, Adjourning the City Council Work Session Meeting
of September 9, 2024, at 6:48 P.M. Motion passed 4/0.
ATTEST:
-� J nifer L badie, Mayor
Dsa
Sahtie Thone, City Clerk