HomeMy WebLinkAbout01/31/2012 - City Council Special Meeting - Study SessionSPECIAL STUDY SESSION OF THE CITY COUNCIL
CITY OF COSTA MESA
January 31, 2012
The City Council of the City of Costa Mesa, California met in a Special Study Session
on Tuesday, January 31, 2012 at 4:30 p.m. in Council Chambers, 77, Fair Drive, Costa
Mesa. The meeting was called to order by the Mayor Pro Tem.
ROLL CALL:
Council Members Present: Mayor Pro Tem Jim Righeimer
Council Member Eric R. Bever
Council Member Wendy Leece (left meeting at 6:21
P.M.)
Council Member Steve Mensinger
Council Members Absent: Mayor Gary Monahan
Officials Present: CEO Thomas Hatch
City Attorney Thomas Duarte
Finance/IT Director Bobby Young
Interim Public Services Director Ernesto Munoz
Interim Development Services Director Khanh Nguyen
City Clerk Julie Folcik
PUBLIC COMMENT
1. Eleanor Egan, Costa Mesa, asked about a zero contribution comparison vs.
employees paying their maximum PERS contribution. (00:00:57)
2. Bob Ooten, Costa Mesa, asked the City to consider library upgrades. (00:02:50)
3. Perry Valantine, Costa Mesa, commented on annual user fees, unfunded
liabilities and Council priorities and capital improvements. (00:07:44)
4. Martin Millard, Costa Mesa, suggested a line item for improvements on the
Westside., (00:12:10)
5. Robin Leffler, Costa Mesa, commented on the PERS liability and suggested
showing numbers on what employees are paying versus what employees are
going to pay. (00:12:46)
6. Beth Refakes, Costa Mesa, commented on street improvements and upgrades to
Council Chambers. (00:15:39)
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1. Review of Draft Financial and Budget Policies Document (00:18:26)
1
CEO Thomas Hatch introduced the report and described the research on
policies and ordinances and incorporating the requests from Council
Members to replenish and maintain adequate reserves that were
incorporated into the budget policy document.
Finance/IT Director Bobby Young described the document as a tool for
accountability and presented an outline of the budget policy, and noted that
once adopted, the budget policy would be reviewed and adopted annually.
Mr. Young also provided background on financial reporting goals and
auditing requirements according to General Accounting Principles (GAP).
Council Member Bever expressed concern that although the City does well
on their financial reports, the auditors have not provided an indication of the
City's strengths and weaknesses and he would like to see feedback and
direction from the auditors in future reports. He also asked for an appendix
on unfunded liabilities at the end of each budget document and an earlier
deadline for staff to complete the budget document for City Council review.
Mr. Young stated a goal of reviewing the budget within eight months of
budget adoption and adopting an operating budget carryover policy. He
noted a goal of minimum cash reserves of 40 percent by June 30. Cash
reserve categories consist of fund balance on the general operating budget,
non -spendable committed, assigned, or un -assigned.
Council Member Bever inquired as to the reporting of the Lehman Brothers
note. Finance/IT Director Bobby Young advised that the Lehman Brothers
note is included as an investment and recorded losses are included in fund
balance. Minimum cash fund balance at the beginning of the fiscal year
was $10 million and a six year history was presented. Currently, the City
has a $13 million cash fund balance with a goal of $15 million.
Discussion ensued on the standards for cash balance and requirement for
using cash balance. Mr. Young recommended maintaining a minimum
cash balance of $10 million and developing a schedule to review revenue
at different times of the year.
Council Member Mensinger requested staff create a formal policy for
requesting the use of reserves and would like to see the cash balance as a
percentage of gross revenue.
Finance/IT Director Bobby Young responded to questions from the Council
Members regarding the business license tax, an accounts receivable
system, and the capital improvement budget. Council Member Bever
suggested a 10 percent policy and working toward a 15 percent policy for
capital improvements without counting grant funds. Council Member Leece
preferred a graduated policy of increasing the capital improvement budget
and asked the Council to consider supporting a library master plan.
Council Member Leece left the meeting at 6:21 p.m.
CEO Hatch informed the City Council that the Mayor expressed that he
would like a 10 percent increase to the capital improvement budget, but felt
that more than a 5 percent increase right now would be difficult.
Council Member Bever asked that the City's auditors explain the process to
book unfunded liabilities and asked for the City's collection policy for bad
debt.
Council took no action on this item.
2. Five -Year Financial Forecast (01:53:01)
CEO Thomas Hatch introduced this report and Finance/IT Director Bobby
Young explained the structure of the document, presenting the benefits of
projecting future budgets, spending priorities, assumptions, revenues and
expenditures, and explained sales tax and property tax projections.
A debt service of approximately $1.4 million would be going away soon, but
staff is holding the line on expenditures with increased revenue. Assumed
salary increases and changes after agreements fall off were included in the
plan. Current initiatives and funding needs for streets, unfunded liabilities,
unfunded medical reimbursement for retirees and general liability were also
presented. (02:15:57)
Mayor Pro Tem Righeimer stated that although the five-year financial
forecast is a good document, there is a need to work towards funding the
needs of the city and looking at where the money will come from.
Discussion ensued on a seven-year plan for street and alley improvements
and the formula to determine needs and revenue sources. Interim Public
Services Director Ernesto Munoz advised the Council that 41 percent of the
City's alleys are in poor condition and would require $1.4 million for
improvements.
Council Members expressed interest in plugging in the numbers for streets,
alleys, sidewalks, park improvements, software and hardware into the five
year projection. Staff responded to questions from Council Members on a
strategy to reduce the costs related to trip and fall claims and an upgrade to
the City's Information Technology equipment.
Council Members asked for $500,000 to be considered for the unfunded
PERS liability and medical retirement costs and asked staff to provide
information on future budgeting for these costs.
CEO Thomas Hatch presented a plan to partner with Costa Mesa United,
the Sports User Groups and Newport Mesa Unified School District to fund a
youth sports project. An agreement to be the fourth partner would further
support youth sports. (02:46:37)
Discussion ensued on the agreement with Costa Mesa United and the
original intent to fund the Jim Scott Stadium and the Costa Mesa High
School Aquatic Center. No further obligations for future funds were
included in the original agreement.
Mary Ellen Goddard presented a request for a Master Plan Study for
Library Services, and asked the 'City Council to consider using any
remaining monies from Costa Mesa United or money in the budget for a
central library. Ms. Goddard described the size and capacity of the
Newport Beach Central Library and felt that families in Costa Mesa would
benefit from a comparable central library. (02:49:20)
Mayor Pro Tem Righeimer asked for clarification of the ownership of the
Mesa Verde and Donald Dungan libraries. Staff advised that the buildings
are owned by the City, and the agreement with Orange County Library is to
provide operations at all branches. The City provides the maintenance for
the Mesa Verde branch. The Technology branch is in leased space. CEO
Hatch advised that the City receives a portion of property tax to help fund
library operations. Costa Mesa is a recipient City and is not paying all the
costs to operate the libraries. A funding source would have to be identified
in the master plan for a central library. Mayor Pro Tem Righeimer
suggested that staff develop a plan to fund a central library.
CEO Thomas Hatch presented to the City Council a request to fund a
Sports Field Master Plan for approximately $10 million and to work with the
Newport Mesa Unified School District. Council Members agreed to
consider putting $2 million a year toward this project. (03:01:51)
CEO Thomas Hatch notified the, City Council of the need to research
funding to continue the Fairview Park Master Plan Project. Staff will submit
a report at a later date for discussion.
Mayor Pro Tem Righeimer suggested a need to put money towards the
acquisition of motels that are ridden with crime which is causing added
expense for the Police Department. A suggestion was made to put in
approximately $1 million a year for five years toward acquisition of the
problem properties.
Discussion ensued on purchasing trees at $800,000, upgrades to the City's
800 MHz system and finding the cost and funding for renovating Fire
Station One and the Harbor Boulevard medians project.
Interim Public Services Director Ernesto Munoz presented the Drainage
Master Plan, and noted that although some improvements have been
made, current costs are much higher now than when the survey was
completed in 2006. Discussion ensued on budget contingencies of no less
than $1 million and the desire to resolve problems with "back -splashing".
(03:18:36)
CEO Thomas Hatch advised the Council of employee contractual
retirement contributions ending as agreements expire. Mayor Pro Tem
Righeimer asked the City Attorney and staff to explore the possibility of
imposing costs or looking at outsourcing or some way to cut salary and
benefits to fund the budget items discussed. (03:31:56)
Council Member Bever asked for consideration of $2.5 million over five
years for street improvements on the Westside.
Council took no action on this item.
COUNCIL MEMBERS REPORTS, COMMENTS, AND SUGGESTIONS
Council Member Mensinger reported of his visit to the Hurley facility in
Costa Mesa and stated he would like to promote the fact that their apparel
starts at the Costa Mesa facility. He also welcomed Assistant CEO Rick
Francis and thanked staff for the hard work on the five-year Financial
Forecast.
ADJOURNMENT
The Mayor Pro Tem declared the Study Session adjourned at 8:10 p.m. The
next Regular Meeting will be held February 7, 2012.
(2 L" C,
Mayor of the ity of Costa Mesa
ATTEST:
Acting Deputy City Clerk of the
City of Costa Mesa