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SPECIAL COUNCIL MEETING
MINUTES
11555 W. Civic Center Drive, Marana, Arizona 85653
Conference Center, April 28, 2009, at or after 6:00 PM
Ed Honea, Mayor
Herb Kai, Vice Mayor
Russell Clanagan, Council Member
Patti Comerford, Council Member
Carol McGorray, Council Member
Jon Post, Council Member
Roxanne Ziegler, Council Member
SPECIAL MEETING
CALL TO ORDER AND ROLL CALL
All present.
PLEDGE OF ALLEGIANCE/INVOCATION/MOMENT OF SILENCE
APPROVAL OF AGENDA
Upon motion by Council Member McGorray, second by Vice Mayor Kai, passed
unanimously.
CALL TO THE PUBLIC
PRESENTATIONS
P 1: Presentation: Relating to the Fiscal Year 2009-10 revenue projections and
Manager's recommended operating budget
Gilbert Davidson led the presentation on the budget going into detail with some of the
Leve13 tools presented in prior sessions. Before the overview, he recognized, thanked
the team of Deb Thalasitis, Erik Montague, Barbara Johnson, Kevin Kish, Suzanne
Machain and the Legal department for working so diligently over the past several months
to work toward the goal of getting a balanced budget for the town.
The overview began with budget goals for FY 2010. The primary goals were to maintain
critical operations in public safety and infrastructure; to minimize the impact on
personnel; to position the town for a quick economic recovery through good decisions
and good investments; and a lot of effort to align those decisions with the Strategic Plan.
Erik Montague then began the FY 2009 revenue update showing significant collections
and resources that have been compromised and reduced at both the state and local levels.
Currently, at a 14.8% negative growth number for this fiscal year. This is a fluctuating
number but essentially a negative 15% year over year from 2008. Positive growth is
probably not going to occur until 2011 or 2012. Privilege taxes for the town are about a
negative 16% year over year -similar to the state. The state is not anticipating any
positive growth until 2010 and into 2011. The state is counting heavily on one-time
stimulus dollars to help create that effect.
Ninety percent of the town's revenue funds come from the revenue sources. Those are
associated mostly with permits and plan review fees. These are highly dependent upon
the economy. The three main revenue sources have not significantly changed -there is
still a $3.56M shortfall. These costs are going to be mitigated through a variety of cost
savings already begun. He noted that the town has collected about $2M less than this
time last year from permits, etc.
Transaction Privilege Tax. The town is projecting to collect $18M in the next fiscal year.
The General Fund is down 12% or $2.SM; decreases in retail and contracting partially
offset by increases in lodging and restaurants; Transportation Fund down 33% or $2.7M.
There could be some recovery before the end of this fiscal year or the beginning of the
next. It could be six to nine months between the time a project is started until we see the
revenues, and that will be challenge. We expect to see less collection of sales tax next
year than this year.
Shared Revenues. With the current economic climate, there are significant reductions in
shared revenues. The auto lieu is down $97K; urban revenue sharing $540K; state shared
sales tax $442K; HURF $SlOK. There is about $1M less in the General Fund just in sales
tax.
Licenses, permits and fees (development related) have tapered significantly since 2005.
The commercial building does chase rooftops -hence the significant reductions. For the
month of March there were two building permits. It is anticipated that there will be 12
major commercial projects which have been modeled in. Also 36 tenant improvements.
Overall the numbers are down 38% or $1.3M. For the current calendar year we're
anticipating averaging four permits per month.
Mr. Montague then presented the 2010 General Fund Revenue Summary showing an
ongoing total adjustment of $2.OM. This is accomplished from $1.2M in vacant position
eliminations; FY 09 personnel adjustments of $400K and operating budget reductions of
$1.2M. One time adjustments will help this fiscal year but not in subsequent fiscal years.
This leaves a balance of $3.2M year over year shortfall. The town is adding back about
$1.1 in reimbursable labor, supplemental requests of $SOOK, current health care costs of
$300K, and other cost adjustments of $100K for a subtotal of $3.SM so that the total
projected shortfall for FY 2010 is $5.2M.
Mr. Montague then gave an overall expenditure summary for FY 2010. The actual
reduction is $2.7M or 7% year over year.
He then gave an overview of the General Fund Budgeted Transfers of $3,103,368, grant
match, LTAF (Local Transportation Assistance Fund) grant match and bond debt service.
These are basically cash transfers out of the General Fund.
Next he presented an overview of the water utility fund expense summary. It
incorporates rate structure, funds for central service cost reimbursement (the value of the
service that the General Fund provides the water utility) and emergency funding. There
is no significant change from FY 2008. The biggest portion of the change in the 2010
budget is Airport Fund capital improvement projects through the 2008 bonds - a 13%
change.
Mayor Honea asked if the Twin Peaks Interchange and Camino de Mariana was
incorporated within the model. Mr. Montague responded yes, of about $1 M in
construction sales tax next year. Mayor Honea asked if state revenue is adjusted every
year or only at the decade or mid decade census. Mr. Montague responded that it's
based on the best information available.
Mr. Davidson went into the FY 2010 Budget Modifications for Levels 1 and 2 and a
portion of Leve13. He noted that strategies had been outlined in prior meetings. He then
presented a slide that showed no action at Levels 1, 2 or 3 (Impact of Revenues and
Expenditures on Reserves). A bar graph showing reserves, revenues and expenditures
since FY OS-06 was shown. This showed the draw down on the reserves if nothing is
done to minimize the decreased revenues. He then went into the issues that could occur
if the reserves are drawn down to cover operating costs. The long term impact is that the
bond rating would drop which means that we pay more in interest when we borrow
money.
He walked through the policy direction discussed in previous meetings starting with
Level 1. These related to fee schedule adjustments, bed tax rate adjustment, allocation of
staff and operations to HURF, CIP, health care costs and TPT enforcement and
compliance. Bed tax is currently 3%, and most jurisdictions are at 6%. Vice Mayor
Kai asked if the town is taking advantage of franchise taxes, such as Southwest Gas. Mr.
Davidson responded that staff will be looking at that over the next year.
Leve12 consists of operational reductions and cost avoidance of $250K through
departmental savings via travel and training, suspending vehicle allowances, elimination
ofnon-essential memberships, scaling back of some special events, increase the
employee share of benefit costs, renegotiate and rebid contracts, eliminate the tuition
reimbursement program and eliminate the Employee Housing Assistance Program. He
then showed a new graph with the reduction and elimination of costs. The largest
savings came from health care costs. Council Member Ziegler suggested that we look
at all contracts annually to see where savings can be found.
Level 3 is the elimination or reduction of services and personnel which amounts to
$1.6M. Staff is recommending using one-half rather than three-quarters of the
Transportation tax for infrastructure. There was $ l O.M at the beginning of the year. The
specifics will be presented by Suzanne Machain in the next portion of the presentation.
The total budget modification strategy as presented amounts to $2.65M as of Apri128,
2009. Over the next several weeks as management becomes aware of the employees
desiring to take voluntary leave, that amount will be added to this amount.
Mr. Davidson then highlighted the Next Steps. If approved by Council tonight, Apri129
would begin the voluntary reduction programs. Forms and applications will be available.
April 29-May 19 is the employee election period to sign up for voluntary programs where
applicable. On May 5, staff will discuss with Council the 2010 health benefit rates. May
20 is when management will know what the voluntary reductions are and can present
those to Council.
He emphasized education, information and sharing the material with staff are critical in
trying to develop a longer term financial plan.
Suzanne Machain began by presenting Level 3 employee tools -the Phase I voluntary
tools -and noted that staff is seeking Council approval for the VRIP, SIP and WRAP
items. She noted two options for reduction in pay: voluntary furlough of a minimum of 5
days and a maximum of 15 days used in one day increments. Furlough days will receive
preference for days off ahead of vacation. Furlough days do not affect vacation and sick
leave accrual but do affect gross salary reported to Arizona State Retirement System
(ASRS). Voluntary furlough days to be credited toward mandatory days if implemented.
The next option would be reduction in hours or job share features and would be effective
during FY 2010. The next program is the SIP (Separation Incentive Plan). Council
Member Ziegler asked if WRAP was for classified employees only. Ms. Machain
responded that it was. WRAP is intended to give an employee some security and
preference if they accepted a WRAP assignment. However; that wouldn't entirely
preclude them from layoff unless they go to another WRAP assignment.
P 2: Presentation: Relating to Personnel; discussion and consideration of proposed
amendments to the Town's Personnel Policies and Procedures; revising Chapter 8 -
Termination of Employment, Section 8-1-6 Layoff and Recall
Ms. Machain presented item P2 regarding proposed amendments to the town's personnel
policies and procedures -Chapter 8. She began with layoff and recall definitions and
applicability of Section 8-1-6. Sections C, D and E. Next was the preparation and
approval of layoff plans, notification and pre-layoff review meetings, establishing a
procedure and timeline to meet the requirements of due process. Section F establishes a
notice of layoff procedure the timeline; Section G is the PARB review, and Section H -
the pre-layoff transfers provides for transfer and establishes rules for accrued leave
balances and initial evaluation period if the employee is in a different classification.
Section I was reworded for improved readability. Section J is the WRAP. She noted that
most of this section is new, providing specificity and order to the layoff process. Council
Member Ziegler asked how many days from a layoff notification does a person actually
have? Ms. Machain stated that there is minimum I4 days prior to the effective date of
the layoff. Ms. Thalasitis elaborated as to why this policy was coming to Council now.
There was a 9th Circuit Court decision which required the town to review its policies
regarding due process elements. Ms. Machain noted that this was a first reading and that
these would be coming back on May 5th for council consideration and adoption.
Upon motion by Council Member McGorray, second by Council Member Comerford,
staff was directed to bring back the proposed amendments for adoption at the May S,
2009 meeting, passed unanimously.
ANNOUNCEMENTS/UPDATES
PROCLAMATIONS
MAYOR AND COUNCIL REPORTS: SUMMARY OF CURRENT EVENTS
MANAGER'S REPORT: SUMMARY OF CURRENT EVENTS
TOWN REPORTS
GENERAL ORDER OF BUSINESS
CONSENT AGENDA
Upon motion by Council Member Post, second by Council Member Comerford, passed
unanimously.
C 1: Resolution No. 2009-52: Relating to Development; approving a release of
assurances for Rancho Marana 154 Block 2 and acceptance of public improvements for
maintenance
C 2: Resolution No. 2009-53: Relating to risk management; approving and authorizing
the Mayor to execute a tolling agreement with Timothy Widger and Acacia Nursery Inc.
COUNCIL ACTION
A 1: Resolution No. 2009-54: Relating to Personnel; approving and authorizing staff to
implement the Voluntary Reduction in Pay plan (VRIP) for fiscal year 2010; and
declaring an emergency
A 2: Resolution No. 2009-55: Relating to Personnel; approving and authorizing staff to
implement the Separation Incentive Plan (SIP) for fiscal year 2010; and declaring an
emergency
A 3: Resolution No. 2009-56: Relating to Personnel; approving and authorizing staff to
implement the Worker Recession Assignment Program (WRAP); and declaring an
emergency
Items C1, C2 and C3 were considered and voted upon with one vote
A roll call vote was taken due to the emergency clause in each resolution. Upon
motion by Council Member Comerford, second by Council Member Post, Council
voted in favor of all the items, passed unanimously.
BOARDS, COMMISSIONS AND COMMITTEES
B 1: Presentation: Consideration of a recommendation from the Parks and Recreation
Citizen Advisory Commission relating to the July 4, 2009 Star-Spangled Event and
consensus on direction for the event
Tom Ellis gave a presentation asking for consideration of a recommendation from the
Parks and Recreation Citizen Advisory Commission (P&RCAC) relating to the annual 4cn
of July event. This is one of the largest and most costly events the town produces. He
enumerated some options, noting that Council directed staff to consult with the P&RCAC
in March and they met on April 16. The P&RCAC suggested a smaller event at Arizona
Pavilions for 2009 and if that's not possible, then plan for the event at Ora Mae Harn
Park with a reduced scope and costs. The recommendation of the P&RCAC stated that it
is an important tradition and a bright spot in a dark economy and fireworks were
important. The P&RCAC consulted with the Marana Chamber and got abuy-in. Adelina
Martin from the Parks department visited 88 businesses in the Arizona Pavilions and
invited them to a meeting at Abbett Library on April 29. Mr. Ellis indicated that the
business owners are excited. He has talked to traffic engineering and the Marana police
department.
The preliminary investigations indicated that costs can be reduced by one-third.
Fireworks sponsorship has been offered for $10,000 by a community partner. Expenses
typically run $100K for equipment and personnel. It takes about 20 police officers to
work the roads along with the Arizona Rangers and citizen volunteers. The majority of
expenses come from park personnel and operations & maintenance. A large part of that
money at Ora Mae Harn Park are in dealing with the logistics of bringing people up to
north Marana. Last year about $17K was spent on traffic control and $5,000 on the
parking lot preparation. A preliminary estimate is $37K for materials and entertainment
with personnel being $30K. The budget, not approved in final form, is $SSK in materials
and in-kind of about $44K. Mr. Ellis is seeking consensus for the 2009 event. All
parking would be available at businesses. No shuttle service has been discussed yet.
Fireworks could be set off next to the river or possibility from the undeveloped district
park. He is hoping that businesses will want to partner with the town, and that this will
be a signature event for years to come in this location. Council Member Ziegler
expressed concern about the timing for pulling off this event given the Manager's budget
presentation as being in a crisis situation. Mr. Davidson addressed her comments. He
suggested that this was an opportunity to engage the businesses and recoup revenues
through sales tax on that night. He views it as a win-win for the community. This is a
good alternative for families who may not have opportunities to do anything else. He
sees it as an investment. Council Member Clanagan stated this could be the single
biggest revenue generator for our town that we've ever had.
A motion to direct staff to continue developing this project in Continental Ranch for
2009 was made by Council Member Clanagan, second by Council Member Posh
Passed 6-1 with Council Member Ziegler voting nay.
ITEMS FOR DISCUSSION/POSSIBLE ACTION
EXECUTIVE SESSIONS
E 1: Executive Session pursuant to A.R.S. §38-431.03 (A)(3), Council may ask for
discussion or consultation for legal advice with the Town Attorney concerning any matter
listed on this agenda.
FUTURE AGENDA ITEMS
ADJOURNMENT
Upon motion by Council Member Clanagan, second by Council Member McGorray,
adjourned at 8:20 p.m. by unanimous approval.
CERTIFICATION
I hereby certify that the foregoing are the true and correct minutes of the special Marana
Town Council meeting held on Apri128, 2009. I further certify that a quorum was
present.
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Jocelyn C. Bronson, Town Clerk s ~ Sj~;Aj,
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