HomeMy WebLinkAboutMINUTES Town Board Budget Study Session 2020-10-15RECORD OF PROCEEDINGS
Town of Estes Park,Larimer County,Colorado,October 15,2020
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 and Virtually in said Town of Estes Park on the 15th day
of October,2020.
Board:Mayor Koenig,Trustees Bangs,Cenac,MacAlpine,
Martch ink,Webermeier and Younglund
Attending:Mayor Koenig,Trustees Cenac,MacAlpine,Martchink,
Webermeier and Younglund
Also Attending:Town Administrator Machalek,Assistant Town Administrator
Damweber,Finance Director Hudson,Directors Fortini,
Hinkle,and Hunt,Manager Salerno and Director/Town Clerk
Williamson
Absent:Trustee Bangs
Mayor Koenig called the meeting to order at 1:30 p.m.
2021 BUDGET PRESENTATION
Town Administrator Machalek provided an introduction and overview of the current
budget status stating the Town has done better than expected during the past 6 months
with revenues stronger than budgeted.The Town has not had to dip below the 25%
fund balance set by Town policy.The remainder of 2020 and the first half of 2021 are
expected to be unpredictable due to the ongoing COVID-19 pandemic.The budget has
been built with conservative revenue projections,continuation of the COVID cuts from
2020 to operating budgets,and preserve the fund balances and holding ongoing cost
such as merit and market compensation.He confirmed excluding the market
compensation would be a break from the Board adopted policy.The projected year end
30%fund balance would be spent on normal operations to assist the Town through the
first half of 2021.The staff would continue to review the budget and reallocate funds for
unfunded projects in 2021 if revenues come in stronger than budgeted.
Finance Director Hudson reviewed the proposed budget stating the budget has been
produced with a conservative approach and balancing all funds.The projected ending
fund balance has been estimated at 30.3%.Numerous strategic plan objectives have
not been funded due to ongoing revenue limitations predicted in 2021 with the ongoing
impacts of the COVID pandemic.2021 projected sales tax revenues have been
budgeted at 12.6%less 2019 actuals.He stated the total revenues were conservatively
estimated at $53 million with expenses estimated at $58 million.The budget was
prepared with no new General fund positions,no market or merit increases,limited
personnel cost increases,limited program changes,limited repairs and maintenance
and limited capital projects.Ongoing revenues are estimated at $16.9 million and
ongoing expenditures of $18.5 million,which equates to a $1.585 million deficit for
ongoing revenues.As the Town sees the sales tax receipts the Town Administrator
may identify items that can be added throughout the 2021 fiscal year.The Utility fund
transfers are now based on a fixed amount to be transferred each year with fixed
amounts to be set during the budget process annually.The intent would be to slowly
and methodically reduce the Power and Communication transfer with a target of
approximately 7-8%of revenues and Water of approximately 2-3%of revenues.The
proposed budget contains a 10%for Power and Communication and 2.5%for Water.
COMMUNITY IMPROVEMENT PLAN 2021 —2025
The Community Improvement Plan (CIP)was developed by the departments submitting
projects,the Town Board completing and setting a Strategic Plan,development of
operating budget,project prioritization,and the final adoption of the CIP by the Town
Board through the adoption of the budget at the November 24,2020.The CIP annual
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Town Board Budget Study Session —October 75,2020—Page 2
summary for 2021 has been presented with $5.329 million in projects and a total of
$14.782 million over the next five years.
The Board discussed the current fund balance policy which established a General fund
balance of 25%.The Board stated the importance of maintaining Town infrastructure
and the need to assess the fund balance percentage.Staff would schedule a discussion
on the topic during the third quarter of 2021 to review the fund balance policy.
GENERAL FUND.
Director Hudson reviewed the General Government funds,including Legislative,Town
Attorney,Judicial,Town Administrator’s Office,Town Clerk’s Office,Finance and
Human Resources.2021 revenues include liquor licensing,business licensing,court
fines and miscellaneous fees totaling $319,024.Expenses have been budgeted at
$2.09 million with 62%from personnel costs.The departments would complete a
citizen survey,use Laseriiche for public input gathering,complete Service Elevated staff
training,develop philosophy and approach to performance measurement,implement
electronic invoice processing through Laserfiche,archival of existing invoices in
LaserNche database,implement phase 2 of human resources strategic plan,develop a
plan to implement phase I of the recruitment and retention plan,finalize and begin
implementation of a process improvement culture initiative,evaluate communication
gaps from language translation and identify potential solutions,expand Laserfiche
public records portal,evaluate financial system replacement needs,evaluate
establishment of a grant-matching fund,and develop a summary of revenue
enhancement options.The Town would implement Iockbox operations for utility
collections.
OUTSIDE ENTITY FUNDING REQUESTS
Assistant Town Administrator Damweber presented the 2021 funding for outside entities
including base funding and community initiative funding.Event sponsorships,
intergovernmental transfers,and food tax refund are included in the fund for a total
projected expense of $1.36 million in 2021 with the bulk of the funding to the Fire
District with 7%of the Town’s sales tax remitted,excluding the 1A sales tax.The Estes
Park Housing Authority increased their funding request due to operational expenses
increasing with the recent move out of the Visitor Center.Staff recommended $244,500
in base funding as outlined below.
Entity 2020 Funded 2021 Request 2021 Recommendation
Crossroads Ministry of EP $32,000 $35,000 $32,000
EP Economic Development Corp $51,500 $51,500 $51 500
EP Housing Authority $30,000 $30,000 $30,000
EP Nonprofit Resource Center $10,000 $20,000 $10,000
Estes valley Crisis Advocates $16,000 $16,000 $16,000
Estes valley Investment in Childhood Success $35,000 $30,000 $30,000
Estes valley Watershed Coalition $1 8,000 $24,000 $18,000
Saud Family Health Centers $22,000 $22,000 $22,000
Via Mobility Services $35,000 $35,000 $35,000
TOTAL $249,500 $263,500 $244,500
The Town received applications for Community Initiative funding and each application
was ranked by each Board member and an average funding has been proposed below.
Entity 2021 2021
Funded Recommendation
Estes Chamber of Commerce EV Business Leadership Program $50,000 $5,929
Shepherd of the Mountains Lutheran Church Community Corner Cafe $1,000 $857
Estes Land Stewardship Association Monitored Weed Drop-off,Roundup,$3,000 $1 ,1 21
Booklet
Estes Park Education Foundation Boys &Girls Club Remote Learning $1,000 $677
Center
Estes Park Health Foundation COVID &Subsequent Emergency Fund $10,000 $4,929
Estes Valley Library Friends and Foundation Storage at Cliffhanger Used Books $1,500 $500
Habitat for Humanity of Estes Valley Affordable Housing Initiative $5,000 $3,643
Estes Park League of Women Voters Glass Recycling $7,700 $2,593
Larimer County Partners (Partners Mentoring Youth)One-to-One Mentoring $5,000 $3,457
The Estes Park Learning Place Need-based Scholarships $6,000 $4,314
TOTAL $90,200 $28,074
Board discussion was heard on the funding of other taxing districts or foundations
associated with taxing districts.The Board requested staff provide additional
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Town Board Budget Study Session —October 15,2020—Page 3
information on the use of the funds by the Hospital and Library foundations.They
further requested staff determine if the Estes Chamber of Commerce would move
forward with the Leadership program if they do not receive the full $50,000 funding
request.
Mayor Koenig called a 10-minute break at 3:19 p.m.and reconvened the meeting at
3:30 p.m.
COMMUNITY REINVESTMENT FUND
The fund contains the transfer of excess TABOR revenues.The fund includes $29,000
in revenues for 2021,$1.37 million transfer from the General fund.Proposed expenses
have been projected at $1 .40 million which includes debt services,operations and
maintenance,capital and transfers out.The 2021 Strategic Plan Initiatives resourced
the Downtown Wayfinding project at a cost of $59,000.
COMMUNITY CENTER FUND
The 1A fund has estimated revenues of $713,885 with funds to be transmitted to the
Estes Valley Recreation and Park District to fund the Community Center construction.
VEHICLE REPLACEMENT FUND
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 not replace units in 2021.Enterprise
vehicles and equipment were pulled from the replacement fund in 2019.
MUSEUM
Director Fortini reviewed the proposed budget stating revenues would decrease and
expenses increasing with the addition of $15,000 for capital.Mayor Koenig commented
on a letter issued by the Museum Foundation in 2018 requesting support and funding
for the completion of oral histories for the Estes Park community.She stated concern
with the lose of our community members and the need to capture the history.After
further discussion,Board consensus was to direct staff to schedule a study session to
discuss the project further and possible funding in 2022.
INFORMATION TECHNOLOGY
Assistant Town Administrator Damweber stated the internal service fund charges each
department a fee for services provided per unit owned by the department.The
revenues for service in 2021 are projected at $955,751 with expenses of $943,698.
RISK MANAGEMENT
The fund established in 2019 accumulates 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 $30,000 for small claims
and deductibles for a total of $348,827 in 2021.
COMMUNITY SERVICES
Visitor Services:Manager Salerno presented the 2021 budget stating revenues are
estimated to return to 2019 levels with expenses increasing with the addition of $55,000
in capital improvements to the Visitor Center.
Events:The division has budgeted expenses at $2.149 million and revenues of
$648,000.In 2021,the division anticipates restoring events which were not able to
occur due to COVID-19 in 2020.A number of items cut in 2020 have been restored to
support the restoration of events.The division would work with the Chamber of
Commerce,Economic Development Corporation and other relevant organizations to
educated local businesses on how to leverage events to stimulate business,evaluate
opportunities to expand mid-week events,and develop and implement system of
gathering and utilizing guest data.A Board discussion ensued on the increase in
expenses budgeted over 2019 and the need to understand the O&M cost.Staff would
provide more detail on the expenses for O&M.Further discussion was heard on the fact
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Town Board Budget Study Session —October 15,2020—Page 4
the event revenues do not come closer to the expenses for the division.Staff would
develop a method to establish economic income numbers to demonstrate the impact
events have on the overall economy.
COMMUNITY DEVELOPMENT
Planning:Director Hunt reviewed the budget stating revenues decrease with vacation
home registration revenue shifting to the Town Clerk’s office with the full registration
process completed in the office and code enforcement moving to the Police department.
The budget also removes County planning application revenues and revenue the
County paid the Town through the Intergovernmental Agreement (IGA)to conduct
planning services for county properties.The expenses increase in 2021 with the
anticipation of filling vacant positions and funding to begin work on the Comprehensive
Plan.Staff would evaluate and improve the Development Review process,implement
the Downtown Plan,incentivize downtown housing,prioritize Estes Park Development
Code amendments that impact housing and seek funding for environmental design and
planning for wildfire mitigation and strategy.
Building:Director Hunt stated the Town would continue to contract with SafeBuilt to
provide building safety services,including staffing,processing plans and permits,and
inspections.The Town would maintain oversight,administration and enforcement for
building related issues.Revenues are projected to decrease in 2021 with expenses
remaining flat.Staff would work to modify codes and regulations to support alternative
and distributed energy.
The next Budget Study Session is scheduled October 22,2020 1:30 p.m.
There being no further business,Mayor Koenig adjourned the meeting at 4:57 p.m.