HomeMy WebLinkAboutMINUTES Town Board Budget Study Session 2019-10-18RECORD OF PROCEEDINGS
Town of Estes Park,Larimer County,Colorado,October 18,2019
Minutes of a Regular meeting of the TOWN BOARD BUDGET STUDY
SESSION of the Town of Estes Park,Larimer County,Colorado.Meeting
held at Town Hall in said Town of Estes Park on the 181h day of October,
2019.
Board:Mayor Jirsa,Mayor Pro Tern Norris,Trustees Bangs,
Blackhurst,Cenac,Martchink,and Zornes
Attending:Mayor Jirsa,Mayor Pro Tern Norris,Trustees Bangs,
Blackhurst,Cenac,and Martchink
Also Attending:Town Administrator Machalek,Finance Director Hudson,
Fortini,Hinkle,and Muhonen,Managers McEachern and
Salerno and Director/Town Clerk Williamson
Absent:Trustee Zornes
Mayor Jirsa called the meeting to order at 8:30 a.m.
2019 BUDGET PRESENTATION
Town Administrator Machalek provides an introduction and review of the current budget
status.He stated the proposed budget has been structurally-balanced,fully reflecting
TABOR transfer,increase General Fund balance to 25%,and establish BUILD grant
match reserve of $500,000 in 2020.Adding one-time funding expenditures has been
limited in 2020 due to these items.He outlined the presentations by each
departrnentldivision would include a slide on items supporting the strategic plan which
would be absorbed,a slide outlining service level proposals requiring new funding and a
slide listing 2020 strategic plan objectives with no allocated time or money.
Finance Director Hudson reviewed the budget process for 2020 and the adoption
process.The Town Board has adopted a 25%fund balance for the General Fund which
drove the development of the 2020 budget.Each department developed the proposed
2020 budget with a base budget and submitted service proposals for new or changing
staffing,programming,projects,etc.The leadership team reviewed all service
proposals submitted from each department and ranked and reviewed each with a town-
wide budget perspective.Town Administrator Machalek reviewed the jointly developed
recommendations and has presented the Board with a final draft budget for the Board’s
consideration.A number of service proposals were not funded due to limited resources.
Sales tax continues to be projected at 5%for the remainder of 2019 and the 2020 draft
budget contains a 6.2%growth rate projection.The 2020 budget includes a 2%merit
pool,no significant accounting changes,major projects have been budgeted in total,
remaining budget balance for incomplete capital projects and select operating projects
have been rolled over with an earlier budget amendment,and contain funds for the
preliminary cost of broadband.Costs related to a paid parking program have not been
budgeted and await further action by the Town Board.The proposed budget does not
include any new positions requested,limited merit,limited program changes,limited
repairs and maintenance and limited capital projects.The 2020 budget year has been
developed as a stabilization year with future sales tax growth providing flexibility in
future years.The General fund reserves for 2020 include $85,000 for restricted
donations and prepaid items,$24,000 for parking garage maintenance reserve,
$500,000 for BUILD grant match with a full match of $1.5 million needed by 2021,
$241,700 for the purchase of the Thumb Open Space,and $2.7 million to replace
equipment
The Board discussed the sales tax growth projection of 6.2%in 2020.Director Hudson
stated the projection was moderately aggressive.Trustee Blackhurst stated he was
uncomfortable with an aggressive sales tax increase for the proposed 2020 budget
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Town Board Budget Study Session —October 18,2019—Page 2
preparation.He further stated concern with the reduction of the proposed business
license fees to $50 in 2020.
COMMUNITY IMPROVEMENT PLAN 2020—2024
The Community Improvement Plan (CIP)was developed by the departments submitting
projects,the Town Board completing and seffing a Strategic Plan,development of
operating budget,project prioritization,and the final adoption of the CIP by the Town
Board on November 26,2019.The CIP annual summary for 2020 has been presented
with $5.2 million in projects and a total of $94.8 million over the next five years.
EMPLOYEE COMPENSATION &BENEFITS
Eric Marburger and Laurie Graves/EMS Consulting Services were hired to complete the
market salary survey for 2020.After review of the market adjustments for the six
market pay families,staff recommended the following adjustments:Admin —3.5%,T&P
—2.5%,PS —5.0%,LTSC —1.5%,MGMT —2.0%,and Lineworker 4.8%.Pay ranges
would be adjusted and employees would see an increase to their pay based on the pay
family during the first full paycheck in 2020.In addition,a 2%merit pool has been
included for 2020.
The Town’s benefit package would remain unchanged in 2020.The only significant
change occurred in August 2019 with the reinstatement of spousal medical coverage for
eligible spouses,i.e.spouses that do not have access to coverage through their
employer.The proposed budget includes a 2%increase to the medical coverage due to
the favorable renewal by Sunlife,the Town’s reinsurance company.Teledoc has
increase the monthly per employee fee by $0.12.All other benefits remain the same for
2020 with no increases in cost to the Town or the employees.The Town has
experienced a couple of low claim years and has a healthy medical fund reserve.
COMMUNITY REINVESTMENT FUND
The fund contains the transfer of excess TABOR revenues.The revenues for 2020
would include $4.1 million from the General fund and minor interest.Proposed
expenses have been projected at $4.1 million which include debt services for the
parking garage and $2.9 million in transfers.The 2020 Strategic Plan Initiatives
resourced include stall leveling at the fairgrounds,2020 phase of the downtown
wayfinding project and Town Hall air conditioner replacement phase 1.Items not
resourced included a transportation plan for US 34 between Wonderview Ave.and
Steamer Dr.,and Community Dr.roundabout and multi-use path.
COMMUNITY CENTER FUND
The 1A sales tax funds are accumulated and remitted to the Estes Valley Recreation
and Park District monthly to fund the construction of the Community Center.The fund
has estimated revenues of $837,327.
VEHICLE REPLACEMENT
The fund accumulates reserves for the systematic replacement of General fund vehicles
and equipment.The fund contains 80 units varying replacement costs and depreciation
tables between 6 —20 years.The fund would replace 3 units in 2020 at a cost of
$176,450.Enterprise vehicles and equipment were pulled from the replacement fund in
2019.
RISK MANAGEMENT
The fund established in 2019 accumulate funds to pay for property and liability
coverages,including building a reserve to cover unanticipated claims and deductibles.
The fund includes the estimated CIRSA renewal premiums and $35,000 for small claims
and deductibles.
GENERAL FUND.Each fund was reviewed and requests for additional information was
noted:
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Town Board Budget Study Session —October 18,2019—Page 3
Legislative:The expenses for 2020 increase with the upcoming Municipal Election in
April to elect the Mayor and three Trustees.Full benefits have been budgeted for the
newly elected Board members.A proposed service proposal to increase utility tap
subsidies for workforce housing was not included.
Judicial:No service proposals were requested for 2020.The revenues and expenses
remain flat for 2020.
Attorney:With the retirement of Town Attorney Greg White in 2019,the Town Board
concluded legal services should be brought in house thereby creating a new
department.The fund contains the expenses for the Town Attorney and an Executive
Assistant in 2020 at a budgeted expense of $338,847.
Executive:The fund supports the funding of the Town Administrator’s office which
provides direction and ensures the efficient operations of Town departments,manages
public information and risk management.A number of Strategic Plan Objectives are
absorbed by the duties of the office staff such as workforce housing and childcare.The
fund includes a $10,000 one-time funding for an infant/toddler childcare capital grant
pool.A service proposal for an online community engagement,budget development,
and performance platform tool requiring ongoing funding of $30,000 was not included.
Mayor Jirsa called a break at 9:50 a.m.and reconvened the meeting at 10:05 a.m.
Town Clerk:The overall revenues and expenses decrease in 2020 with a service
proposal to reduce the business license fees to $50 for General,Building Contractor,
and Home-based businesses with a projected reduction in revenues of approximately
$79,500 in 2020.Expenses decrease with the removal of Human Resource expenses,
including the HR Generalist to the 1800 account.The Board consensus was to bring
forward an Ordinance to an upcoming Town Board meeting to consider the business
license fee reduction.
Human Resources/Employee Benefits:The overall expenses increase in 2020 with
the reorganization of Human Resources in May of 2019.The fund would include the
cost of the HR Generalist and all operational costs.The Human Resources Strategic
Plan and implementation would be absorbed by the HR staff in 2020.
Finance:The Library would complete their own financials beginning 2020,therefore,
the department would not realize revenue for completing this task.Staff would update
policies and develop a grant matching fund policy in 2020.
Museum:Director Fortini reviewed the budget which remains flat both in revenues and
expenses.Strategic Plan Initiatives not resourced in 2020 included a Museum Media
Specialist and the re-roofing of the Cobb-MacDonald cabin.
COMMUNITY SERVICES
Events:The division has budgeted expenses at $2.3 million and revenues of $732,050.
The 2020 Strategic Plan Initiative did not call out the need for any new funding.
Visitor Services:Manager Salerno presented the 2020 budget stating the revenues
remain flat with expenses decreasing as there are no planned capital projects.The staff
would develop a Strategic Plan for the Visitor Center in collaboration with Visit Estes
Park.Discussion was heard on the ability of the Visitor Center to double its revenues.
Manager Salerno stated the items sold at the Visitor Center are limited in an effort not to
compete directly with the downtown businesses.Trustee Blackhurst reconfirmed the
businesses downtown voiced concern when the Center began retail sales.
FLEET MAINTENANCE
Manager McEachern reviewed the scope of the division led by a Master ASE certified
fleet supervisor to maintain and repair all Town-owned equipment and Estes Valley Fire
District vehicles and equipment.Staff also assists with specifying and purchasing all
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Town Board Budget Study Session —October 18,2019—Page 4
new vehicles and equipment.The 2020 proposals include funds to purchase the
current Water shop for the relocation of Fleet services on Elm Road.The remodel of
the fleet shop in 2020 was not resourced and has been moved to the CIP for 2021.
Board discussion was heard on why Fleet would pay the Water division for the building
on Elm Road.Administrator Machalek stated the building has been owned by the
Enterprise and would be selling it to the General fund,and further stated the Enterprise
fund should not subsidize the General fund with rate payer dollars.The building could
be sold on the open market.Trustee Blackhurst stated the shop has been abandoned
by the Water division and should be considered an asset of the Town.Trustee Cenac
stated there are rate payers that live in the county and should not be subsidizing Town
operations.
The next Budget Study Session is scheduled October 25,2018 8:30 a.m.—12:00 p.m.
There being no further business,Mayor Jirsa adjourned the meeting at 10:53 a.m.
Williamson,Town Clerk