072406 CC WS AgP
CITY OF SHOREWOOD
CITY COUNCIL WORK SESSION
MONDAY, JULY 24, 2006
5755 COUNTRY CLUB ROAD
COUNCIL CHAMBERS
6:00 P.M.
AGENDA
1. CONVENE CITY COUNCIL WORK SESSION
A. Roll Call
Mayor Love _
Lizee
Turgeon _
Callies
Wellens
B. Review Agenda
2. SENIOR COMMUNITY SERVICES AND FRIENDS OF THE SOUTHSHORE CENTER
RE: FUTURE FUNDING (Att. - Administrator's memorandum)
3. OTHER
4. ADJOURN
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD. SHOREWOOD, MINNESOTA 55331-8927 . (952) 474-3236
FAX (952) 474-0128' www.ci.shorewood.mn.us. cityhall@ci.shorewood.mn.us
Celebrating 50 Years. 1956 - 2006
MEMORANDUM
TO:
City Council
Craig W. Dawson, City Administrator 00
July 20, 2006
FROM:
DATE:
SUBJECT:
Future Funding of Senior Community Services and Southshore Center
(Work Session Item)
Funding for SCS: Senior Community Services (SCS) has provided cultural and recreation
programming for the five South Lake Minnetonka cities for many years, even pre-dating the
construction of the Southshore Senior/Community Center. For many of those years, the services of
SCS were able to be paid entirely through funds from the federal Community Development Block
Grant (CDBG) program and other organizations such as United Way. Around five years ago, CDBG
funds essentially evaporated and SCS requested funding from the five cites for programming at the
Southshore Center. The cities have fully funded SCS's requests since then. In 2006, Shorewood is
paying $6,500 to SCS.
Senior Community Services has had discussions with the Board of the Friends of the Southshore
Center as well as staff of the five cities, and related that it has been running deficits at the Southshore
Center for several years. It has proposed levels of funding from the five cities that would phase-in
increases 320 percent, from $16,500 to $69,355, by 2009. Shorewood's payment would increase
from $6,500 to $27,322 ($20,822, or 320%) by 2009. For 2007, the cities' payments would increase
to $34,119; Shorewood's share would be increase to $13,441.
SCS has requested an opportunity to speak with the City Council regarding the changes it is
proposing regarding the funding. The Friends Board has asked to be present and make comments to
the City Council when SCS makes its presentation, and I have contacted the Friends Board about the
date and time of tonight's work session.
Funding for Southshore Center Building: One difficulty that I have picked up on relates to the
responsibilities of the Friends to fund the building. The Friends conduct fundraising incessantly, and
the major source of revenue comes from rentals of the Southshore Center. SCS has provided services
to promote rentals and the resulting income for the Friends.
#.
t . PRINTED ON RECYCLED PAPER
....
Future Funding of Senior Community Services and Southshore Center
July 24, 2006, City Council Work Session
Page 2
The Southshore Center was constructed by the five cities after approval of a cooperative agreement in
March 1996. Shorewood was responsible for the construction of the building. The project costs were
allocated as follows:
Shorewood
Excelsior
Deephaven
Greenwood
Tonka Bay
$311,000
$ 90,812
$139,639
$ 24,569
$ 55.980
$622,000
50.00%
14.60%
22.45%
3.95%
9.00%
The Friends also contributed significantly to the construction cost of the Center.
Shorewood and Excelsior arranged financing for their portions of the project. Shorewood's annual
payment of$37,550 will end in 2008. Excelsior's annual payment of approximately $10,700 also
will end in 2008. The other cities paid their full amounts at the beginning of the project.
The agreement required that the cities enter a 25-year lease for $1/year, with four subsequent five-
year renewals, to the Friends of the Southshore Center. It stated the Friends' responsibility would be:
"Friends shall operate and maintain the Center. Friends shall be required to pay for any and
all forms of insurance to adequately insure the Center against any and all risks associated with
operating and maintaining the Center, both known and unknown, including [various
. ]"
Insurances . ...
There is also a provision that any excess funds from construction would be placed in
"a restricted capital reserve fund for the prupose of repairs and capital replacement of the
Center. This account shall be controlled by the Friends... This reserve is not intended for
day-to-day maintenance such as snow removal, routine building maintenance and cleaning[,]
or for any other operating costs."
In the lease,
"Tenant [i.e., Friends] shall repair or replace at its own expense any improvement or part
thereof on the Premises necessary to so maintain it, and to return the Premises at the end of
the term of this Lease in the same condition as its was received, reasonable wear and tear,
casualty losses and acts of God excepted. Any improvements, expansion or structural
modifications by the Tenant to the Premises shall become the property of the Landlord at the
termination of the Lease."
Future Funding of Senior Community Services and Southshore Center
July 24, 2006, City Council Work Session
Page 3
Policy Ouestion: A, if not the, general understanding is that the cities built the building, and the
Friends are responsible for all future costs. The Friends have an obligation operate and maintain the
building; but should maintenance include major capital repairs and replacements (e.g., a roof, a
heating/cooling system; a parking lot)?
The Friends fund-raising efforts have been sufficient to operate and maintain the building, but as I
understand it, have not been at a level to make sustainable significant contributions to the long-term
capital reserve. After ten years of experience, it may be appropriate to start a discussion with the
other member cities about a change in responsibilities, such that the Friends are responsible for
building operations and maintenance (for which they have been successful in funding,) and the cities
are responsible for the capital reserve fund.
BOARD OF DIRECTORS
David F. Fisher
President
Phil Kern
1st Vice President
John Gray
2nd Vice President
Laurie Lafontaine
Treasurer
Marvin Johnson
Secretary
John Lawson
Past President
Gloria Johnson
Member-at-Large
Cheryl Fischer
Member-at-Large
Sharon Burnham
James Crist
Marty Guritz
Francis Hagen
Sandy Hewitt
Aiko Higuchi
Mike Holtz
Ron Klecker
Rep. Ann Lenczewski
Woody Love
Dr. Chinyere (Ike) Njaka
Senator Gen Olson
Curtis A. Pearson
Tom Ticen
Benjamin F. Withhart
Executive Director & CE O.
PROGRAMS
. Supporting Positive Aging
- Transportation
- Community Senior Centers
. Caregiver Support Services
- Senior Outreach
. Frail Elder Support Services
- H.O.ME
- Senior Outreach
A Founding Member of
Eldercare Partners
to
A United Way
Agency
SENIOR COMMUNITY SERVICES
10709 Wayzata Blvd., Suite 111, Minnetonka, MN 55305-1529
Phone: (952) 541-1019 FAX: (952) 541-0841
E-mail: scs@seniorcommunity.org Website:
June 15,2006
Mayor Woody Love and City Council Members
City of Shorewood
5755 Country Club Road
Shorewood, MN 55331
Dear Mayor Love and Council Members:
On behalf of the elders who utilize the Southshore Senior/Community
Center our sincere thanks for your ongoing support. Last year the Center
ser.ved317 unduplicatedShorewood residents. (most-over the age of 75)
offering a wide variety of programs assisting residents of your community
to remain independent and as active as possible. For many the Center
serves as the principal point of access to needed services and information.
Shorewood residents participated approximately 5,320 times in Center
activities including health & wellness opportunities (health screenings,
physical exercise classes), counseling groups, congregate dining, tax and
energy assistance, recreational groups, a wide range of cultural and
educational activities, many volunteer opportunities and transpOliation.
The transportation service allows those people who no longer drive to
continue to grocery shop on their own and do personal errands without
having to depend on others.
We are requesting $13,441 from the City of Shore wood for calendar year
2007 ($20,381 in 2008 and $27,322 in 2009). Over the next three years
we are asking each of the five supporting Cities for greater increases than
in the past to cover the Center's direct Program operating deficit/expense.
Weare hopeful that the City will agree the Southshore Center continues to
be a valuable asset to the citizens of the conununity and deserving of your
suppOli.
SiI.lcere.lY' c~....~
~ '" d.
"---. ' ,
'f7'~'~ .~
Be!njamin F. Withhmi
Executive Director
cc: Craig Dawson, City Adnunistrator
Demographics by City
City Total 75 and Over %of 65 and Over %of
Population Population Population
Deephaven 3,853 172 4.5% 416 10.8%
Excelsior 2,393 210 8.8% 367 15.3%
Greenwood 729 27 3.7% 70 9.6%
Shorewood 7,400 193 2.6% 586 7.9%
Tonka Bay 1,547 54 3.5% 136 8.8%
TOTAL 15,922 509 3.1% 1,575 9.89%
Minnetonka 51,301 2,644 5.2% 7,165 14.0%
Mound 9,435 297 3.1% 845 9.0%
Minnetonka Center funded by the City of Minnetonka
Gillespie Center in Mound, operated by Board similar to Friends
Senior Community Services Proposal as Presented bv Mr. Withhart 5/23/06:
2006 2007 2008 2009
Shorewood $6,500 $13,441 $20,381 $27,322
Greenwood $1,500 $ 3,102 $ 4,703 $ 6,305
Tonka Bay $1,500 $ 3,102 $ 4,703 $ 6,305
Excelsior $ 2,500 $ 5,169 $ 7,839 $10,508
Deephaven $ 4,500 $ 9305 $14,1 10 $18,915
Total Cities $16,500 $34,163 $51,737 $70,955
Sr. Advisory Board $ 5,000 $ 5,105 $ 5,300 $ 5,460
United Way/CDBG $ 7,984 $ 8,175 $ 8,370 $ 6,975
Total Revenue $29,484 $47,443 $65,407 $83,390
Total SCS Expenses $76,949 $78,751 $80,607 $82,520
Difference (47,465) (31,308) (15,201) + 807
Under Mr. Withhart's proposal, in the year 2009 the Cities contributions will constitute 85% of all
SCS expenses (staff salaries, office support, phones, postage, printing, supplies, insurance,
training and mileage). No money is designated for the daily expenses or maintenance of the
building.
Friends 20060perating Budget:
Total Income
Total Expense
Budget
$23,300
$25,962
($2,662)
Actual
Jan-June '06
$19,374
$24,587
($5,213)
$49,908.86
Proposed '06
Annual Budget
$61,950.00
$57,880.00
$ 4,070.00
Current Assets
Rental Income:
Custodial Expense for Rentals:
Custodial Expense for Daily Operations:
(And Maintenance)
Down 17% from budgeted amount
Down 39% from budgeted amount
Up 61 % from budgeted amount
Rental Coordinator:
Effective June 26, 2006 SCS turned over the responsibility of rental coordination to the Friends.
SCS included the following in their budget to cover SCS staff salary for this position:
$5,397 in 2006
$5,559 in 2007
$5,726 in 2008
$5,897 in 2009
This expense will now be incurred by the Friends
SCS and the Friends entered into a partnership nine years ago when the building was constructed.
The understanding at the time was that SCS would supply the staff and programming for the
Center, and the Friends would fund raise to cover the operating costs to support those services and
programming being provided by SCS.
The Cities position when the facility was constructed was:
"The Cities shall be under no further obligation, pursuant to the terms of this Cooperative
Agreement to fund the maintenance, operation, prO/tramming or staffing of the Center or anv
other costs, expenses or capital investments relating to the Center. "
It was anticipated nine years ago that additional revenue could be generated through rental of the
facility to cover operating costs. Unfortunately, rental of the facility is flat-lined averaging
approximately $24,000 annually over the last 3-years, with 48% -51 % of that income coming from
one renter (Emmaus Baptist Church). August, September and November have historically been
the least revenue generating months for rental, as is evident again this year
With income from fund raising and rentals down considerably, and expenses running higher than
anticipated, the Friends will have to fund raise over $40,000 to break even in 2006.
It is becoming apparent that the Friends alone cannot support the Center. The Cities need to
reconsider their position regarding financial assistance for the building which they own.
Laura Turgeon
Congregate Dining- meals served Monday, Tuesday and Friday at Noon
Cost: $3.00 per meal paid directly to VOA
Maximum participants served:
Average participants served:
Least participants served:
Cost for Cook:
Activities:
Bridge
500
Recycle Card
Wood Carving
Crafters
Bingo
20 (usually happens on Mondays)
12-15
5 (usually happens on Fridays)
$8,547 (2006) $63.31 avg. per participant
$8,803 (2007) $65.21 avg. per participant
$9,068 (2008) $67.17 avg. per participant
$9,340 (2009) $69.19 avg. per participant
35-45 participants
30-40 participants
2 participants
3-4
5-6
Meet Thursday @ 1 :00 *
Meet Tuesdays @ 1 :00 til 4:00 *
Meet Tuesdays @ 9:00 *
Meet Tuesdays 9:30 - 11 :30
Meet Fridays @ 9:30 *
Meet Fridays @ 12:30 *
* groups donate money toward programming at the Center
Pilates/Y oga
Happy Feet
Belly Dance
Easy Does it Exercise
AAA Driving
8-10 participants
by appointment
Intergenerational Wood Carving
Meet Tuesdays fee paid to instructor $50/1 0 classes
Tuesdays - fee paid to service provider $28
Appointments are handled by provider
Wednesdays 10:00 - fee paid to instructor $25
M - W - F fee paid to instructor $25 for 11; $50 for 22
$18 paid to AAA, $5.00 reimbursed to Center,
Applied toward programming
$5, max $1 O/family for materials
No portion of the fees collected come into the Center.