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HomeMy WebLinkAboutPACKET Town Board Study Session 2010-05-25F/Lg t STUDY SESSION TOWN BOARD Tuesday, May 25, 2010 4:00 p.m. Rooms 202 & 203 170 MacGregor Ave. AGENDA 4:00 p.m. Sales Tax 1St Quarter Review & Financial Update. 5:00 p.m. Dinner Break. 5:15 p.m. Proactive Communication / Open Discussion. 6:30 p.m. Board Meeting. NOTE: The Town Board reserves the right to consider other appropriate items not available at the time the agenda was prepared. *i:*rf~: ¥ h Jackie Williamson From: Admin iR3045 Sent: Wednesday, May 19, 2010 3:56 PM To: Jackie Williamson Subject: Job Done Notice(Send) ***************************** *** Job Done Notice(Send) *** ***************************** JOB NO. 2771 ST. TIME 05/19 15:44 PGS. 1 SEND DOCUMENT NAME TX/RX INCOMPLETE ----- TRANSACTION OK 6672527 Greg White 5869561 KEPL 5869532 Trail Gazette 5861691 Channel 8 6353677 Reporter Herald 2247899 Coloradoan 5771590 EP News ERROR ----- 1 4%: t.*41 . -I '. +ENU' 1 0..... 04 C.?d* : ....rL - 7 44-9 -a 7= U *fiei·Z+. , ·p_1 ... I -:- -- 7 . 2 1 4 SE),.· A- 9 f .3...1.2 3. I - h C ~1~.1. .18 '. *:f t. . ·. ·-5.·. 1·+,-AN·-,24·64; ..• ... · .1 n . ' ' 251-2->4 QI: Bil~M-t~t{{tf ·· : ,·.- -· ~-; ~ ·.tee~~*..tti ~i.ia«fE..... . .~ =...1 J. . · +0*43&1~: 29-<· a.) '·1.-'44-4-,S .:·.ift.f.bit@·v-# '5.92.5-' ~·AZ-7 ,. -..·5'-:.7:.E·tf~, * F»FU-tli ..r·i :E ''·.P ..'t *:Al'~*24·3/· .~99*49~~ - -~- I.~ .#I'. .. 4 h.':72:..<·.11-6:.6-/. 4':·i>.'li.WO' 2 1 . E t .,. 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Amendment 61 . puoq ja !snoH SaleUILLI!I3 '1 ap es!3dialu3 JOJ 1 a e pauueld alll Jo i leujuilia lou Ael.u JO AelAI vote r-a p 03304 20!isl CML THE VOICE OF COLORADO'S CITIES AND TOWNS 1144 Sherman Street, Denver, CO 80203 • (p) 303-831-6411 / 866-578-0936 • (f) 303-860-8175 • www.cm/org To: Interested Municipal Officials From: Sam Mamet Date: May 11, 2010 Subject: #101, #60, #61 Introduction What follows is a brief summary of three significant statewide ballot measures which will be voted on this November. They have dramatic impacts upon municipal and local government finance. Your careful analysis of these measures is strongly encouraged, as well as your communication with county commissioners, special district board members, neighboring city and town leaders, and school board members. Please go to www.cml.org for more information on these initiatives, including the actual ballot language. Pidtiosition #101 (covers vehiclelaxes and-feest the state,4ncome ·tax, and telecommunication taxes: initiated statute) Websites • www.cotaxreform.com (for) 1 www.donthurtcolorado.com (against) Key highlights (not comprehensive) • Specific OwneFShip taxes 'datrease in 4 equal-steps•emnually to $2 on new vehicles and $1 to all other vehicles. • Various state'and lecal taxes on vehicle'rentals and leases are significantly restricted. • VehltiETegistration, license, and*titlecharges combined shall total $45'amfi.wally per vehicle. • The state*intorne<taj¢97@tloted over time to 3.5% under specific circumstances. • Stateendleeal*telecommunications charges-wil]2end. Fees for 9-1-1 are exempted, but limited to 2009 levels. Municipal implications • The proposal represents a virtual-,eliminatien et:specific·Gwmership taxes, which are collected and distributed back to local governments in lieu of a property tax on vehicles. According to the 2009 state Revenue Department annual report, this totaled $492.4 million for all local governments. • The rollbaekefvehicle;chargas will result in an estimated near 26%*reelwetion in G@(3925'bodget and a near*374,reduction in·municipal HUTFpreceeds. according to a CDOT analysis. The "FASTER" League-supported fee increases from last year are eliminated. These increases are shared with counties and municipalities. celoatiO-MONTCTPALLEKEUE • The restriction on telecommunications taxes is quite broad. and will cover utility occupation taxes and sales and use taxes on telecommunication services. • 9-1-1 fees are locked permanently into their 2009 rates with no flexibility to be increased. This will have significant impacts on delivering emergency services. • The state income tax reduction it has been estimated by the Bell Policy Center could be over $1 billion, which means viltuaJJ¥.me-eR-going-state·fiman€ial-suppotfor*certain- gramt-all*leampregr-amslivailablede.Uties:and..tewnst • Major General Assembly changes to this initiated statute are highly unlikely as a political matter. Amendment #60 (covers pfopefty taxes: initiated constitutional amendment) Websites • www. limitpropertvtax.com (for) • www.donthurtcolorado.com (against) Key highlights (not comprehensive) • Electors may vote on property taxes where they own real property. • Requires.local.governments.to,allow-··petitions to lower property taxes. • November elections only for property taxes and must be independent of debt questions. • Property tax bills are limited only to taxes and late charges. • Requires enterprises and authorities to pay property taxes. 6ecal:governments have to re,d.uce.theinmill.:levies.tooffset this. revenue. These entities may not levy a fee or tax. • Expires within 10 years all future property tax increases. • Extending an expiring property tax is a tax increase. • Prior actions to keep excess property tax revenues expire. • Future actions to keep excess property tax revenues must expire in 4 years. • Non-college school districts must phase out half their non-debt paying property taxes (i.e., operations and maintenance taxes) by 2020 and requires the state to backfill the reduced revenue. Municipal implications • Elector is not defined and could mean just about anyone or anything: real property owners, corporations, residents out of state or in another country, property owners not registered to vote. This substantially broadens voter participation to entities and individuals having little stake and trump the interests of municipal residents. • The petition process is broadened to cover counties, special districts, and schools. • Separating a debt question from the property tax question may make it harder to finance debt. • What will the impact on school finance be; how will the state absorb this additional backfill responsibility; how will local communities be affected? . • Prior voter-approved questions at the municipal level to keep and spend excess revenues are eliminated and other restrictions imposed. Over 400 such questions have been approved at the municipal level since 1993. • Municipal enterprise and authority operations will be severely hampered and these cover such services as sewer, water, electric, gas, aviation, downtown . redevelopment. Rates and fees will increase and tax deductions will be lowered. • Statehouse flexibility to modify or implement these provisions will be virtually impossible. Anticipate costly litigation similar to TABOR implementation. Amendment #61&(covers debt limitst initiated constitutional amendment) Websites • www.limitcodebt.com (for) • www.donthurtcolorado.com (against) Key highlights (not comprehensive) • The state-mayerlotcontractdebt'byloantin»amy fofm,* • Prelgibitslocal·*gove'mment*to'Contrattileatb-9 loaft in-any·form withoot7voter approval. • The ballot title for any question must detail how the moneys to be borrowed are to be used. • Prohibits any subsequent change in the use of the money borrowed. • Prohibits any voter-approved debt incurred from being repealed until it is fully repaid. • Imposes specified limits on borrowing pegged to a percentage of assessed valuation after 2010 (10% of assessed value). • After current borrowing is repaid, tax rates must decline in an amount equal to that debt's planned average annual repayment, even if the debt is not repaid by taxes. Municipal implications • Traditiorrallease>pwrchase and.lee#se-leaseback financings will beconsidered debt. This could cover traditional property and equipment leases. • Statelevehautboritief which work with municipalities like CHFA on affordable housing projects and the Water/Power Resources Authority for water and wastewater will be cwitailed.fromissuing bonds. Federal funds, like Rural Development loans, may also be a#eeted. • Newueteaapp,my@J.swill be. required.for: enterprise borrowings; certificates of participation; lower interest rate refinancings; URA borrowings; less than one year cash flow borrowings. • The 1·0*asses-sed 'valuation debt limit will severely impact local government and needs to be examined for full impact in each municipality. • Interest:tosts Will Intrease-as a rresult of.the prepayment without.-penalty, which is not common in the current municipal marketplace. • The 19'yeat'Yfratority»requiremeat,9,1114®Teeyeities 'and*tewris*,to downsize substantially in#astrEaicture and,hamper.lbe..ability, to..plar'~le,[futurelenglerm needst • Anticipate that this measure will affeettlae.rating»agencies.Lviews..of.the municipal market in Colorado both in the short and long run. • Infrastrocturefinancing:through debt. wil.Lbe·substantially curtailed: • Statehouse flexibility to modify or implement these provisions will be difficult. Anticipate costly litigation similar to TABOR implementation. \AL /01 Ballot Title Setting Board Proposed Initiative 2009-2010 #101 The title as designated and fixed by the Board is as follows: An amendment to the Colorado Revised Statutes concerning limits on government charges, and, in connection therewith, reducing vehicle ownership taxes over four years to nominal amounts; ending taxes on vehicle rentals and leases; phasing in over four years a $10,000 vehicle sale price tax exemption; setting total yearly registration, license, and title charges at $10 per vehicle; repealing other specific vehicle charges; lowering the state income tax rate to 4.5% and phasing in a further reduction in the rate to 3.5%; ending state and local taxes and charges, except 911 charges, on telecommunication service customer accounts; and stating that, with certain specified exceptions, any added charges on vehicles and telecommunication service customer accounts shall be tax increases. The ballot title and submission clause as designated and fixed by the Board is as follows: Shall there be an amendment to the Colorado Revised Statutes concerning limits on government charges, and, in connection therewith, reducing vehicle ownership taxes over four years to nominal amounts; ending taxes on vehicle rentals and leases; phasing in over four years a $10,000 vehicle sale price tax exemption; setting total yearly registration, license, and title charges at $10 per vehicle; repealing other specific vehicle charges; lowering the state income tax rate to 4.5% and phasing in a further reduction in the rate to 3.5%; ending state and local taxes and charges, except 911 charges, on telecommunication service customer accounts; and stating that, with certin specified exceptions, any added charges on vehicles and telecommunication service customer accounts shall be tax increases? Hearing May 6,2009: Single subject approved; staff draft amended; titles set. Hearing adjourned 9:46 a.m. ' Unofficially captioned "Motor Vehicle, Income, and Telecommunications Taxes and Fees" by legislative staff- for tracking purposes. Such caption is not part of the titles set by the Board. c Page 1 ofl 44<81 Be it Enacted by the People of the State of Colorado: Title 39, article 25 of the Colorado Revised Statutes Reducing government charges (1) Enforcement This voter-approved revenue change shall be strictly enforced to reduce government revenue, It is self-executing, severable, and a matter of statewide concern that overrides conflicting statutes and local laws. Prevailing plaintiffs only shall have their legal fees and court costs repaid. The state shall audit yearly compliance with this reform to reduce unfair, complex charges on common basic needs. (2) Vehicle. Starting January 1,2011 : (a) All annual specific ownership taxes shall decrease in four equal yearly steps to: New vehicles, $2; and other vehicles, $ 1. All state and local taxes shall cease on vehicle rentals and leases, and on $10,000, reached in four equal yearly steps, of sale prices per vehicle. Sale rebates are not taxable. (b) All registration, license, and title charges combined shall total $10 yearly per vehicle. Except those charges, and tax, fine, toll, parking, seizure, inspection, and new plate charges, all state and local government charges on vehicles and vehicle uses shall cease. Except the last six specific charges, added charges shall be tax increases, (3) Income. The 2011 income tax rate shall be 4.5%. Later rates shall decrease 0.1% yearly, until reaching 3.5%, in each of the first ten years that yearly income tax revenue net growth exceeds 6%. (4) Telecommunication. Starting January 1, 2011, except 911 fees at 2009 rates, no charge by, or aiding programs of, the state or local governments shall apply to telephone, pager, cable, television, radio, Internet, computer, satellite, or other telecommunication service customer accounts. Added charges shall be tax increases. Proponents: Jeff Gross Freda Poundstone 801 7th St. 5342 E. Caley Ave. Kersey CO 80644 Centennial CO 80121 (970) 353-9551 (303) 396-9200 taxreform@frii.com 744 (00 11 -1.1-cft Ballot Title Setting Board Proposed Initiative 2009-2010 #121 The title as designated and fixed by the Board is as follows: An amendment to the Colorado constitution concerning government charges on property, and, in connection therewith, allowing petitions in all districts for elections to lower property taxes; specifying requirements for property tax elections; requiring enterprises and authorities to pay property taxes but offsetting the revenues with lower tax rates; prohibiting enterprises and unelected boards from levying fees or taxes on property; setting expiration dates for certain tax rate and revenue increases; requiring school districts to reduce property tax rates and replacing the revenue with state aid; and eliminating property taxes that exceed the dollar amount included in an approved ballot question, that exceed state property tax laws, policies, and limits existing in 1992 that have been violated, changed, or weakened without state voter approval, or that were not approved by voters without certain ballot language. The ballot title and submission clause as designated and fixed by the Board is as follows: Shall there be an amendment to the Colorado constitution concerning government charges on property, and, in connection therewith, allowing petitions in all districts for elections to lower property taxes; specifying requirements for property tax elections; requiring enterprises and authorities to pay property taxes but offsetting the revenues with lower tax rates; prohibiting enterprises and unelected boards from levying fees or taxes on property; setting expiration dates for certain tax rate and revenue increases; requiring school districts to reduce property tax rates and replacing the revenue with state aid; and eliminating property taxes that exceed the dollar amount included in an approved ballot question, that exceed state property tax laws, policies, and limits existing in 1992 that have been violated, changed, or weakened without state voter approval, or that were not approved by voters without certain ballot language? Hearing May 6,2009: Single subject approved; staf draft amended; titles set. Hearing adjourned ]0:27 a.m, ' Unofficially captioned "Property Taxes" by legislative staff for tracking purposes. Such caption is not part of the titles set by the Board. Page lof 1 44:* 60 Be it Enacted by the People of the State of Colorado: Article X, section 20, The Taxpayer's Bill of Rights, is amended to add: (10) Property taxes. Starting in 2011: (a) The state yearly shall audit and enforce, and any person may file suit to enforce, strictest compliance with all property tax requirements of this section. Successful plaintiffs shall always be awarded costs and attorney fees; districts shall receive neither. This voter-approved revenue change supersedes conflicting laws, opinions, and constitutional provisions, and shall always be strictly interpreted to favor taxpayers. (b) Electors may vote on property taxes where they own real property, Adapting state law, all districts shall allow petitions to lower property taxes as voter-approved revenue changes. Property tax issues shall have November election notices and be separate from debt issues. Property tax bills shall list only property taxes and late charges. Enterprises and authorities shall pay property taxes; lower rates shall offset that revenue, Enterprises and unelected boards shall levy no mandatory fee or tax on property. Future property tax rate increases shall expire within ten years. Extending expiring property taxes is a tax increase. Prior actions to keep excess property tax revenue are expired; future actions are tax increases expiring within four years, Non-college school districts shall'phase out equally by 2020 half their 2011 rate not paying debt; state aid shall replace that revenue yearly. Nothing here shaillimit payment of bonded debt issued before 2011, (c) These property tax increase, extension, and abatement rates after 1 992 shall expire: (i) Taxes exceeding state laws, tax policies, or limits violated, changed, or weakened without state voter approval. Those laws, policies, and limits, including debt limits, are restored. (ii) Taxes exceeding the one annual fixed, final, numerical dollar amount first listed in their tax increase ballot title as stated in (3)(c). (iii) Those rates without voter approval after 1992 of a ballot title as stated in (3)(c). Petition proponents are: Bonnie Solan 399 Juniper Road Black Hawk Colorado 80422 (303) 582-5458 Louis Schroeder 8901 E. Chenango Ave. Greenwood Village CO 80111 (303) 770-2128 94 61 /(-3-7-Of Ballot Title Setting Board Proposed Initiative 2009-2010 #211 The title as designated and fixed by the Board is as follows: An amendment to the Colorado constitution concerning limitations on government borrowing, and, in connection therewith, prohibiting future borrowing in any form by state government; requiring voter approval of future borrowing by local governmental entities; limiting the form, term, and amount of total bprrowing by each local governmental entity; directing all current borrowing to be paid; and reducing tax rates after certain borrowing is fully repaid. The ballot title and submission clause as designated and fixed by the Board is as follows: Shall there be an amendment to the Colorado constitution concerning limitations on government borrowing, and, in connection therewith, prohibiting future borrowing in any form by state government; requiring voter approval of future borrowing by local governmental entities; limiting the form, term, and amount of total borrowing by each local governmental entity; directing all current borrowing to be paid; and reducing tax rates after certain borrowing is fully repaid? Hearihg May 20,2009: Single subject approved; staff draft amended; titles set. Hearing adjourned 2:52 p.m. 'Unofficially captioned "State and Local Debt Limitations" by legislative staff for tracking purposes. Such caption is not part of the titles set by the Board. Page 1 of 1 34 6 1 Be it Enacted by the People of the State of Colorado: Section 1. Article XI, section 3 is repealed and re-enacted to read, as stated in the original constitution: "The state shall not contract any debt by loan in any form." Sections 4,5,6(2), and 6(3) are repealed as obsolete and superseded. Section 6 (1) is repealed and re-enacted as section 6 to read: "Without voter approval, no polit:ical subdivision of the state shall contract any debt by loan in any form. The loan shall not be repealed until such indebtedness is fully paid or discharged. The ballot title shall specify the use of the funds, which shall not be changed." Section 2. Article X, section 20 is amended to add: (4)(c) After 2010, the following limits on borrowing shall exist (i) The state and all its enterprises, authorities, and other state political entities shall not borrow, directly or indirectly, money or other items of value for any reason or period of time. This ban covers any loan, Whether or not it lasts more than one year; may default; is subject to annual appropriation or discretion; is called a certificate of participation, lease-purchase, lease-back, emergency, contingency, properly lien, special fund, dedicated revenue bond, or any other name; or offers any other excuse, exception, or form. (ii) Local districts, enterplises, authorities, and other political entities may borrow money or other items of value only after November voter approval. Loan coverage in (i) applies to loans in (B). Future borrowing may be prepaid without penalty and shall be bonded debt repaid within ten years. A non-enterprise shall not borrow if the total mincipal of its direct and indirect current and proposed borrowing would exceed ten percent of assessed taxable value of real property in its jurisdiction. (iii) No borrowing may continue past its original term. All current borrowing shall be paid. Except enterprise borrowing, after each borrowing is fully repaid, current tax rates shall decline as voter-approved revenue changes equal to its planned average annual repayment, even if not repaid by taxes. Such declines do not replace others required. Future borrowing is void if it violates this paragraph (c), which shall be strictly enforcei Conflicting laws, rulings, and practices are repealed, overturned, and superseded. Russell Haas Michelle Northrup 13225 W. 15~ Dr. 329 Crest View Dr. Golden CO 80401 Black Hawk CO 80422 (303) 233-7260 (303) 582-3934 Am- .- :,Fl le MAY 0 5 2009 2 + 21 - 1 j k.. 8 imjilmilir,5/1 Sample Resolution Opposing Proposition 101 and Amendments 60 and 61 4 WHEREAS, state voters will have the opportunity at the November 2 statewide general election to protect the fiscal health of local government by defeating Proposition 101, Amendment 60, and Amendment 61; and WHEREAS, during this current economic downturn (insert name of municipality) has already cut services and budgets dramatically like (cite several examples here); and WHEREAS, these measures individually and collectively significantly reduce or otherwise restrict both state and local revenues in a number of different ways including but not limited to: specific ownership taxes, telecommunication taxes, state income taxes. state-shared revenues to assist municipalities with local street and transit improvements, other state grants and loans to help local government, and property taxes; and WHEREAS, the ability to finance long-term capital improvements like water and wastewater treatment plants, recreational projects, fire stations, and other public facilities are dramatically impaired by the restrictions on debt financing as proposed by Amendment 61; and WHEREAS, the following services and programs in (insert name of municipality) will be limited or curtailed because of the numerous restrictions and revenue reductions proposed by these three measures (cite some key items here); and WHEREAS, (insert name of municipality) is concerned about the impact these three measures will have on our ability to work effectively with other local governments in the form of intergovernmental agreements like (cite several examples here); and WHEREAS, a number of prominent individuals, newspapers, and organizations including our own Colorado Municipal League are voicing opposition to these measures as not being in the best interests of Colorado and of local communities; and WHEREAS, provisions of state law do allow (insert name of municipality) to put forth this resolution as a statement of opposition to the measures known as Proposition 101, Amendment 60, and Amendment 61; NOW, THEREFORE, the (city council) (town board) of opposes Proposition 101, Amendment 60, and Amendment 61 and urges our citizens to vote against all three ballot measures. TOWN oF ESTES PARI<_ ... G[CEIZ[83 Memo TO: Honorable Mayor Pinkham Board of Trustees Town Administrator Halburnt From: Steve McFarland - Finance Officer Date: May 20, 2010 RE: Sales Tax 1 St Quarter Review & Financial Update Background: This work session is being held to review financial information in more detail, as suggested at the March 23 work session. Because the budget is a very important policy document the board is charged with adopting, staff feels it is important for all board members to hear the same financial data, as opposed to having a committee focus on the specific details. During this work session, we will focus on the: -1 St quarter 2010 sales tax review and financial update in more detail -2009 audit status / Comprehensive Annual Financial Report (CAFR) -Capital Improvement Plan (internal tool/report for 5year forecasting of money available for projects) -Amendments 60-61, Proposition 101 The goal of this study session is to familiarize the board with our financial status through interactive discussion. At the conclusion of the session, attendees should have a reasonable understanding of how to read the provided reports and how the reports help Staff and Trustees make informed decisions for the Town's financial future. Budget: N/A Staff Recommendation: N/A Page 1 4 , .1 744 4 7 ·Qi,A Z L , 5- : i iII 1: 43' | f 11.6.J> .1-1 -0- t-•11:~ i. r.. 1 2.1 1.---1 .- --*7-1 STUDY SESS REPORT: MAY 25, 2010 330!:1:10 aoueu!:I 4 pueije:lol/\I aAals 1.1 .-lk . f. E.. ' . SALES TAX FACTS (005'ZLS,V) laBpn~I OIOZ/600Z SA %008- 2010 1ST QUARTER. ld) u! 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M 51.. 2 ) m. , 1-; , Zi i <1 2 ull . i_ '01*'6 SIS' 'E€9'Z 855 TES PARK 11,420,689 53,156 _10,621,7 3 ctual Stat nt o ¢ S9*407@ {. 0 O 0 &*72 aff 42: 0 0 0 ¥* Sec 000 9© .: ao:44 Ne gri §4% 000'005 000'005 000'005 000'LES 968'EZS'I *9I'IOL L56'89 sanuaA@kl 12101 000'005 000'005 000'005 1(LSZ'69£) LI6'59Z'I LL9'8EE (505'69£) AAOIJ 4se)laN CAPITAL IMPROVEMENT PLAN Beginning Balance $1,515,682 $1,146,177 $1,484,854 $2,750,771 , $2,381,514 $2,881,514 $3,381,514 Statement of Revenue, Expenditures and Fund,Balance L5Z'96I Z95'52 *6¢LIZ £05'6IZ sasuadx3 IN'80 le 101 LSZ'96I'I 6L6'LSZ 9817'Z9£ £917'8£17 sa Jnlipuadx3 lejol DIS'I88'£$ 1 *IS'ISE'£$ ·DIS'I88'ZU DI528*$ 1 ILL'OSL'Z$ *58'/&t'I$ LLI'9DI'I$ aoueleg pund Bu!pu3 COMMUNITY REINVESTMENT FUND 000'0001 .LIt'ZZZ E66'1717I 096'8IZ leude] lejol J**9 - TOWN oF ESTES PARK~- Memo TO: Honorable Mayor Pinkham Board of Trustees Town Administrator Halburnt From: Kate Rusch, Public Information Officer Date: May 25, 2010 RE: Public Information Discuss responses to public letters and e-mails 1. Received by the Public Information Officer (PIO) 2. Received by the Town Board or individual Trustees Interview basics 1. Before an interview • Notify the Town PIO. • Are you the right person to give the interview? Ask questions: Who is the reporter, what do they need and why are they interested? • Identify your overall message and divide it into three key points that are easy to remember and easy to understand. • Anticipate difficult questions and follow-up questions based on your responses. • Practice. 2. During an interview • Remain calm, cordial and honest; speak slowly with an even pace. • Choose every word carefully. • Get to the point quickly; beginning your response with a lengthy chronology may be perceived as avoidance. • Key messages should be succinct sound bites of 12-15 seconds or quotable quotes of 15-20 words. Repeat them during the interview. • Pauses in the interview should be used to assess the message and what remains to be said. • Is a mistake involved? Acknowledge, apologize and explain how we can amend. • Show compassion. • Don't use acronyms or technical terms. • Never repeat a negative question in your answer. • "1 don't know" is an acceptable answer. Staff will follow up quickly. • "1'm not the best person to answer that question" is an acceptable response. Page 1 • Avoid offering your opinion and do not speculate. • "That is not a reality for us at this time" is an acceptable response. • You are never off the record. • Never make jokes. Spokesperson training options Page 2 . Communications Town of Estes Park Mayor/Trustees/Staff/Public Study Session Trustee Mark Elrod May 25, 2010 1. How do any of us (Mayor/Trustees) know if communications we receive (be it electronic or hard copy) have been received by all, some, or no others? 2. With communications which have been received by all of us (Mayor/Trustees) who will determine what type of acknowledgement will be sent? Do we agree that all communications should be acknowledged as to receipt? Who will determine what type of reply will be crafted? Who is responsible for crafting a common reply? Who is responsible for signing such reply? 3. On communications which are sent to only one of us (Mayor/Trustees) how should we determine whether it should be shared with others? Should individual communications that are given to staff for reply be shared with all of us? Should individual communicationsthat are give to staff for research be shared with all of us? 4. Are communications marked "Personal and Confidential" really that when addressed to a public official? What duty is there of a recipient to advise the sender of the public nature of the communications? Is there a duty to share such communications with others? 5. Recently (May 12, 2010) the Mayor unilaterally communicated the Town's support of the draft of the National Forrest Insect and Disease Emergency Act of 2009 to Senator Mark Udall. The Mayor has stated ... "As mayor, I'm occasionally called upon to represent the town by on state or national issues by letter ortestimony. Sometimes on very short notice." When is it appropriate fora Mayorto unilaterally articulate a position of the Town on matters which in fact have not been benefited by consensus discussions with the Town Trustees? 6. I understand that various Trustees have preferences with how replies to public issues be handled. Some prefer that staffaddress a raised public issue. Some preferthat staff research the public issue and provide the Trustee with information forthe Trustee to communicate back to the public themselves. Would there be any benefit for being consistent in the method by which such replies are in fact handled? 7. Communications to/with the Town Attorney by the Mayor/Trustees and the dollar cost impact of such should be examined. It currently appears fairly open for the Mayor/Trustees to contact the Town Attorney without much need for a gate-keeper. For purposes of understanding billings should the Town Attorney "itemize" the charges with who initiated the contact and the nature of the contact? I am sensitive to attorney-client privilege but if it is legal advice to a public official about public business, public issues, statutory or regulatory interpretations, then it would seem to beg fortransparency. 8. Communications to/with the Town Attorney by "staff' and the dollar cost impact of such should be examined. Is there value to having a procedure established for contactingthe Town Attorney? Is there value to having a gate-keeper for inquires to the Town Attorney by staff? Is there a way to monitor the appropriateness of contact of the Town Attorney by staff? Is there a way to limit the "1'm just curious" kind of question? Is there a way to more . specifically frame questions to the Town Attorney by staff so that the time expended is reasonably related tothe issue being addressed? 9. PIO. Having had the experience of having a PIO now for over a year, I am wondering whether we should discuss the PIO duties? This is not about the individual, but the position itself. Is the position of PIO functioning as we envisioned? Could the PIO be more effective and how? 10. When is it appropriate, if at all, forthe PIOto be more pro-active in addressing issues that may be raised in a public venue other than a Town Meeting or Mayor's Coffee Chat? (Newspaper articles, radio/TV broadcasts/Letters to the Editor, etc.) 11. Seriously consider the technology to have all Trustees with an official estes.org e-mail address. The CML was suggesting this for a host of reasons. Realizing there are issues with using the estes.org method the primary one is official business is on the estes.org server, record retention and removal could be uniformly controlled, some customization could be necessary for individual needs and preferences. 12. Communications in developing the Agendas forthe study sessions and Boa rd Meetings should be discussed. Who is responsible for establishing the items appearing on Agendas? As was mentioned at our last study session perhaps there was too much to discuss at one time. How do we communicate to one another in Agenda development those kinds of matters? On Board Meeting Agendas who is responsible for adding items under "Action Items"? We are all provided drafts of Agendas, but what is it that is the desired result in the review of the drafts and how do we communicate it backtothe others on the Board? In presenting items as Action Items I never reallythought about it and should have. For example who added "Bond Park Master Plan Design Engineering Phases I & 11"to the draft Agenda forthis coming Board meeting? I would be interested in knowing which Board member or staff asked for it to be added in case further clarification becomes necessary. I also think it importa nt communication to advise the Board at the draft review stage what action is anticipated (for example on Bond Park ... approval of the phases?, modifications of the phases?, discussion of the phases?, funding of the phases?, gathering further public comment?). Then how should communications about that item on the draft Agenda be addressed by individual Board members ifthey had concern with that item being on this Agenda, or the action anticipated on that item? I do not believe that because it becomes clear when we receive our study session or Board packets what the Agendas really mean is at all helpful at the creation of Agendas and reviewingthe drafts of Agendas if the Board is to have any authorship responsibility forthem.