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HomeMy WebLinkAboutAgenda Packet 05/28/2013W A S H I N G T O N U.S.A. CITY COUNCIL MEMO DATE: MAY 24, 2013 TO: CITY COUNCIL FROM: DAN MCKEEN, CITY MANAGE BYRON W. OLSON, CHIEF FI SUBJECT: CITY COUNCIL WORKSESSION L IAL OFFICER Long -Range Financial Plan (LRFPI Work Session on Mav 28.2013 NGE FINANCIAL PLAN DRAFT At the City Council Worksession on May 28, we will provide an update on recent progress in development of the Long -Range Financial Plan (LRFP). The "working draft" has some sections relatively complete, other sections being worked on, and some sections "under development." Our goal is to: Gather further Council input and consensus on the recommendations contained in the working draft. Seek input from Council as to additional information or data Councilmembers may desire to have included in the LRFP. Review the schedule for both completion of the LRFP as well as the start of the 2014 Budget process. The agenda for Monday's meeting is fairly tight based on the goal of limiting worksessions to no more than two hours. The suggested outline is below. 1. Review Current Status: 5:00 PM 5:15 PM A. Working Draft, subject to revision B. Sections to be completed or expanded more work to be done C. Goal for tonight's meeting: Further discussion and consensus on recommendations. Review financial projections. Answer questions and seek guidance on additional information desired by Council in the LRFP. CITY COUNCIL WORKSESSION MAY 28, 2013 LONG -RANGE FINANCIAL PLAN DRAFT PAGE 2 2. 2014 Budget Development: 5:15 PM 5:30 PM A. Tie -in between LRFP and 2014 Budget B. Initial Budget Message C. General Timeline: Preliminary Budget Requests Completed by Departments July 29 Public Input Session 1 on 2014 Budget July 16 2013 Budget Amendment #2 July 16 August 6 First Round Budget Review with City Manager July 12 24 Proposed Budget to Council for Review October 14 Potential Budget Workshops October 14 November 15 Public Hearings Revenue Sources 2014 Property Tax Levy November 5 1 Reading Property Tax Levy Ordinance November 5 Final Reading of Property Tax Levy Ordinance 1 st Public Hearing on 2014 Budget 2013 Budget Final Amendment 1 Reading November 19 Potential Adoption of 2014 Budget Final Amendment of 2013 Budget December 3rd 3. Review Discussion of Recommendations: 5:30 PM 6:30 PM 4. Review Discussion of Financial Projections: 6:30 PM 6:45 PM 5. Other Questions or Requests for Further Information for Inclusion in the LRFP: 6:45 PM 6:55 PM 6. Summary Next Steps: 6:55 PM 7:00 PM A. Summary of work accomplished tonight B. Prepare 2nd Draft Long Range Financial Plan C. Next Council Review: Worksession on Tuesday, June 25, at 5:00 PM D. Potential Council Adoption: Regular Council Meeting on Tuesday, July 2, 2013 Working Draft Subject to Revision City of Port Angeles, WA Long -Range Financial Plan First Draft —May 28, 2013 Working Draft Subject to Revision Table of Contents I. Introduction A. Background .1 Strategic Planning Process 1 Long Range Financial Plan 1 Program Services Plan 2 Influence on Bond Ratings 3 Economic and Demographic Factors 3 Table Selected City Comparison 3 Table Household Income Estimates 4 B. Demands Pressures 5 Resource Demands 5 Map of Tax Exempt Properties 6 Table _Sales Tax History 7 Table Utility Tax—Combined—History 7 Historical Price Charts 8 Expenditure Demands 8 Costs of Delay and Procrastination 8 11. Financial Plan 9 A. Goals and Objectives 9 B. Recommendations 10 Revenues Resources 10 Expenditures Use of Debt 11 C. Communications Plan 13 D. Existing Policies Practices 13 E. History Forecast Projection Factors 13 Inflation Factors 13 General Fund 14 Table General Fund Revenues Expenditures History Projection 14 Table General Fund Revenue History Projection 15 Table Property Tax General Fund Revenue History Projection 16 Table Sales Tax General Fund Revenue History Projection 17 Table Utility Tax Combined General Fund Revenue Projection 18 Table General Fund Salaries Wages History Projection 19 Table General Fund Benefit Cost History Projection 19 Table _Court, Jail Public Defender Revenue Expenditure History Projection 20 Table General Fund Un- Assigned Fund Balance 21 Street Fund 21 Table Street Fund Revenue History Projection 22 Economic Development Fund 23 Table Economic Development Fund Revenue Expenditure History 23 2 f Working Draft Subject to Revision Table of Contents (Cont'd) II. Financial Plan (Contd) E. History Forecast Projection Factors (Cont'd) Utility Fund 24 Equipment Services Fund 24 Information Technology Fund 24 Self- Insurance Fund 24 Firemen's Pension Fund 24 Esther Webster Fine Arts Center Fund 24 Debt Service 24 Table Total Debt Service 25 F. Ability to Pay Analysis 26 Defining What is Ability to Pay 26 Table 3.0 Gross Rent as Percent of Household Income 27 Comparable Communities 27 Demographic Economic Comparisons 27 Summary of Port Angeles School District Enrollment Projections 28 Table Educational Attainment 29 What Does it Mean 29 G. Policy Review Analysis 29 H. Relationship to Budget Development 29 I. Benchmarks Performance Measurement 29 J. Summary Conclusion 29 Financial Plan Summary 29 Program Services Plan Review 29 Next Steps 29 1111. APPENDIX A. Financial Policies 29 B. MuniCast Project Detail 29 C. Capital Project Financial Status 29 I. INTRODUCTION A. BACKGROUND: 1. Strategic Planning Process: a. Long -Range Financial Plan: In mid -2012, leaders of the City of Port An- geles became concerned that General Fund revenues were falling significantly short of the budget. Further analysis of the shortfall showed that although the challenges includ- ed only a small number of revenue sources, they are indicative of a much larger structur- al issue that the City needed to address. Last June, the City Manager directed the Chief Financial Officer to begin formulating a plan that would do the following: Eliminate any shortfall in the General Fund and other funds; Not use reserves or fund balance to back -fill for the revenue shortfall; and Begin the structural realignment of the organization to eliminate the use of one -time revenues, use of reserves, or oth- er "rabbits- out -of- the -hat" solutions to balance the operating budgets for the City. City staff examined all of the revenue sources for the General Fund and all other funds to identify and isolate the use of one- time funding sources from on -going reve- nues. Additionally, staff further analyzed on- going revenues (taxes, fees charges,. utility rates, state shared revenues, etc.) to identify any new or emerging trends associated with our various revenue sources. During that process, it became clear that over the previous years, the City had been very creative in funding its operating and capital budgets using a variety of one -time revenues. While those creative actions al- lowed the City to avoid some hard choices on program and service reductions, it also helped foster the impression that the City of Port Angeles might somehow be immune to the financial challenges impacting all of the other cities and towns in Washington State. Simply stated, citizens and businesses were able to continue to receive programs and services because of creative funding, but the solution is not sustainable over the long run. Working Draft Subject to Revision 4 By mid -2012, the City has used nearly all of the "rabbits- out -of- the -hat" and it is forced to begin to look at long -term solutions that would rely on recurring revenues to pay for recurring expenses. In addition, significant work was needed to help identify the drivers of costs and revenues so that the City could build a sustainable budget for the years to come. Recognizing that fact, it became obvious to the City Council, the City Manager and sen- ior staff that the City had to embark on a strategic planning process. In briefings with the Council, the City Manag- er and the Chief Financial Officer laid out a plan that would allow for: Balancing of the 2012 budget without the use of reserves to cover the revenue shortfall; Balancing the 2013 budget without the use of reserves; Beginning development of the Strategic Plan to include both a financial plan and a program and services plan Council agreed with the plan and directed the City Manager and Chief Financial Officer to implement the plan starting with the adoption of the 2012 Budget Amendment #1 on October 2, 2012. Further work produced the 2013 Budget, adopted by Council on December 6, 2012. All of the work done to balance the 2012 Budget, correct the revenue shortfall, and develop the 2013 Budget set the stage for the City to commence work on the Strategic Plan in 2013. In the initial presentation to Council, the City Manager recommended that the focus dur- ing 2013 is to prepare a Long -Range Finan- cial Plan "LRFP for at least the next five (5) years. The primary concern was that the City faced numerous and immediate finan- cial challenges across a variety of funds. This suggested that the City's first step should be to focus on its financial foundation, followed by a comprehensive program and services plan review in 2014. The question before the City is, in essence, how much the citizens and businesses of Port Angeles could afford to pay in taxes, fees charges, and utility rates. City staff needed to understand both the de- mographic and economic factors that impact- ed the City in order to decide on how to best calculate what citizens and businesses in Port Angeles could afford to pay. In the development of the Long -Range Finan- cial Plan, staff looked at a variety of data to help make the forecasts and projections for revenue and expenditures. Among the data analyzed were the following: Demographic and economic data from comparable cities and Port Angeles; Historic information from the City re- garding taxes, fees charges, and utility rates /revenues; and Economic and financial projections from the State of Washington and other local, state and regional sources regarding fi- nancial and economic trends Once the data had been collected, sorted and arranged, the City developed a series of sce- narios based on different economic factors and trends. The forecasts were then viewed against information that had been collected from other sources to help evaluate the likeli- hood of any scenario offering the most prob- able forecast or projection for future reve- nues and expenses. On a parallel path, the City also began devel- opment of the data analysis on the ability of citizens and businesses to pay. Work needed to be done to identify the best available indi- cators to determine the ability to pay scenar- io. For example, if the average household in- come was $40,000 per year in Port Angeles, but in another city it was $50,000. Would the Port Angeles utility payer be in a better or worse position to afford a 3.0% utility rate increase versus a 4.0% rate increase in the other city? Once we had a better understanding of the ability to pay issue, the City was in a better position to determine program and service priorities as well as program and service lev- Working Draft Subject to Revision els that could fit within the City's projected resources. A final benefit of the Long -Range Financial Plan is that it sets out a roadmap for develop- ing future budgets. In the LRFP, staff projected revenues and expenses in significant detail for the next five (5) years and in a more summary fashion for an additional five -year period. The 5 5 for- ward look will be updated on an annual basis prior to the start of future budget processes. The City can make adjustments to new or emerging trends, take into account changing circumstances, and allow the City to move into a proactive mode. The City also recognized that it could not to- tally divorce the Long -Range Financial Plan from the Program and Services Review sched- ule for 2014. While reductions and cuts will be required to balance the 2014 Budget, the City will look to the Program and Service Plan review scheduled for 2014 to chart the long- term structural changes to the City's service delivery plan. b. Program Services Plan: While the LRFP focuses on the economic fac- tors that impact the City and its overall mu- nicipal operation, the Program Services Plan "PSP will detail the City's priorities for delivering the programs and services that citizens and businesses rely on. The PSP will: Establish the City's program and service plan priorities; Establish delivery method and the amount of program and services to be delivered; Establish which programs and services the City should: 0 Directly provide and pay for; 0 Not provide but pay for (programs and services provided by others); and 0 Not provide nor pay for (programs and services provided by others and paid for by others) Establish criteria to ensure that the City provides a balanced approach to pro- gram service delivery the City must provide an appropriate balance of public safety combined with quality of life ser- vices Establish the foundation for economic development for the City to help ensure future growth for the City, its citizens and the businesses /industries that support the City and its citizens. Going forward, the City will continue to build and refine the financial projections for 2014 and beyond. Without a doubt, the economic environment the City will face six months or a year from now is not the same environment that we currently see. It is imperative that the City continue to closely monitor the eco- nomic environment to identify challen €;es and opportunities at the earliest possible mo- ment. It is equally imperative that the City routinely evaluate, revise and amend its Long -Range Financial Plan to factor in the best available information. Failure to do so would condemn the Long -Range Financial Flan to merely being another plan that sits on a shelf collecting dust while the future moves past Port Angeles. c. Influence on Bond Ratings: The greatly enhanced efforts of the City in identifying and projecting forward key eco- nomic drivers and other factors that can influ- ence the City's overall fiscal health will pro- duce additional benefits as the City seeks to either issue new debt or to refinance existing debt. Bond rating agencies like Moody's Investor Services or Standard Poor's have been eval- uating the creditworthiness of cities for years. 2010 Selected Cities Population Population Estimate Estimate i Mountlake Terrace, City of 19,9091 Camas, City of 19,3551 Tukwila, City of 19,1071 Port Angeles, City of 19,0381 Mill Creek, City of 18,2441 Ellensburg, City of 18,1741 Average 18,9711 Source: City of Port Angeles Finance Department Working Draft Subject to Revision Table Selected4ity Comparison 2012 Assessed Property Value 2013 Taxes 20,090 20,020 19,080 19,100 18,450 18,320 19,1771 $1,795,193,718 2,539,499,571 4,660,649,637 1,595,868,974 2,408,447,316 1,190,097,922 $2,364,959,523 6 $6,544,590 That analysis focuses on variety of factors including: Fiscal condition of the City including anal- ysis of reserves, financial planning and budget; Management practices; Economic condition of the City, region and State; Political considerations; Legal issues and obstacles; and Intangible factors affecting the municipal bond market Higher bond ratings will produce lower inter- est rates to paid to bond holders and, there- fore, lower costs to the City and its taxpayers or utility rate payers. 2. Economic Demographic Factors: It does not take an advanced degree in economics or statistics to understand that the following cities have vastly different economic environments: (population estimate Washington State Office of Finan- cial Management 2010 Total Population) Mountlake Terrace Camas Tukwila Port Angeles Mill Creek Ellensburg 2010 Population Estimate The 2010 population variance from the City of Port Angeles ranges from 871 more residents in Mountlake Terrace to 864 less residents in El- lensburg. A quick examination of some of the most obvious economic data below makes it abundantly clear that not all cities are created equal. 19,909 19,355 19,107 19,038 18,244 18,174 Property Tax Sales Tax General Fund Total City Collection Collection Budget Budget All 2012 2012 2013 Funds2013 $4,072,644 $1,442,321 $23,967,224 $49,150,885 9,144,000 2,155,867 16,642,052 58,873,423 13,933,250 14,882,653 57,931,826 125,400,582 4,109,716 2,708,666 18,724,000 124,303,000 5,316,410 1,928,847 10,225,317 21,790,445 2,691,520 3,263,614 12,459,399 60,933,503 $4,396,995 1 $23,324,970 1 $73,408,640 For instance, even though the City of Tukwila and the City of Port Angeles are very close on a population basis, they are miles apart on property tax collection and sales tax collection Tukwila's property tax col- lection is 339% of what the City of Port Angeles col- lects. And Tukwila's sales tax collection is 549% of the sales tax collected by the City of Port Angeles. When we start to look at the data related to house- hold income we can begin to appreciate the challeng- es facing the City of Port Angeles and our citizens re- garding ability to pay. 25.00% 20.00% 15.00% 10.00% 5.00% 0.00% Household Income Range Less than $10,000 $10,000 $14,999 15,000 $24,999 $25,000 $34,999 35,000 $49,999 $50,000 $74,999 $75,000 -_$99,999 $100,000 $149,999 $150,000 $199,999 $250,000 or more Nearly 6 in 10 Port Angeles households have income below $50,000 compared to 4 in 10 for the statewide Working Draft Subject to Revision fable H,'ousehold Income Washington State Washington State Est. of Est. of Households Households 155,477 5.97 %1 112,068 4.31 %1 234,459 9.01 %1 248 9.56 %1_ 353,286 1 13.57 %1 502,735 1 1932 %I 357,494 1 _13.74%1 383,442 136,439 5.24 %1 118,412 1 4.55 %4 a 1 So,'urce U Cen... ur rip„ 07 2 1 American communitySunrev5„Year, Estimate 7 In looking at the statistics collected in the U.S. Census Bureau 2007 2011 American Community Survey 5- Year Estimate, we see that Median household income in Washington State is 44.26% higher ($18,068) than in Port Angeles. (For reference, the median is the number that divides the household income data with half of the incomes greater than the median and half of the incomes less than the median.) Mean household income in Washington State is 44.58% higher ($23,592) than in Port Angeles. (For reference, the mean is the average of the house- hold incomes in the sample.) kx Estimates City of Port Angeles Est. of Households 704 1 8.35% 625 1,345 919 1,260 1,671 962 723 104 City of Port Angeles Est. of Households 7.42% 15.96% 10.91% 14.95% 19.83% 11.42% 8.58% 1.23% T 1.35% 00 0 0 0 5 0 5 o 5 0050 00 0 0 0 ,0 o c e taN' 4 c; Co 3 b, t 4� X00, 44 4 ��4% 000 y00 y00 y00 000 X00 000 000 0000 NS' y C ,y 4,, t247 yoo, y yo 41 Washington State Est. of Households City of Port Angeles Est. of Households average. At the same time, Port Angeles has substan- tially less high income households that can help drive B. DEMANDS PRESSURES: Port Angeles finds itself in a difficult, but not unique, position among Washington cities. The challenges facing Port Angeles are very similar to challenges being faced by nearly every city and county in the State local government revenues are either declining or stagnant while costs and demands for service are ris- ing at a substantial rate. What is, perhaps, unique to Port Angeles is the fact that multiple very large -scale capital projects are com- ing due at the same time. Unfortunately, part of the reason for confluence of projects were decisions or lack of decisions by city leaders to address problems as they became known, instead they chose to delay ac- tion in hopes that the problem may go away or that "better times" would produce a source of cash to pay for the problems. It should not come as a surprise that procrastination and delay in addressing major capital and operating problems rarely serves to either reduce the cost or eliminate the problem. 1. Resource Demands: The demands on available resources within the City of Port Angeles are fairly limited both within The decline in assessed value has also produced the General Fund as well as the other funds of the an increase in the levy rate an increase of $0.783 City. per $1,000 of assessed value from the low levy Property Tax I 1 f I I 4 Assessed_ Value_ 51,064,490,502 51,148,440,5221 51,281,703,518 1 51,595,493,428 51,952,176,500 51,994,259,5741 51,757,276,293 51,735,945,788 1 51,595,868,974 51,519,228,137 Ta x Collection 3,283,728 3,432,128 I 3,426,375 I 3,790,294 I 3,875,336 3,959,8741 4,035,888 4,067,613 1 _4,112,977 4,2 Levy Rate Regular 31365 3 0552 i 2 1051 23875 19985 2 0129 2 2918 2 3561 2 5752 2 781$ Lew Rate -Bonds 0 6688 i 0 6065 I 0 5351 1 0 4258 I 0 3483 I 0 3414 I 0 3626 i 0 3962 j 0 2615 I 01962 52,500,000,000 5 51,000,000,000 5500,000,000 50 54,50 54,000,000 53,500,000 53,000,00 52,500,000 52,000,000 51,500,000 51,000,000 5500,000 $0 Table Property Tax Assessed'Pro6ertY Values 2004 Actual) 2005 Actual 2006 Actual) 2]07 Actual) 2008 Actual 2009 Actual 2010 Actual 2011 Actual 2012 Actual 2013 Budget) Working Draft Subject to Revision 2004 Actual 2005 Actual 20 O6 Actual 2007 Actual 2008 Actual 2009 Actual 2010 Actual 2011 Actual Assessed Value Tax Collection 2004 Actual 2005 Actual 2006 Actual 2007 Ac ual 2008 Actual Sourer Milan, CounlvAssessies ORln 8 In the General Fund, the three primary tax reve- nue sources have limits imposed either by state law or political reality. A citizen initiative that initially imposed a 1% in- crease limit on property tax collection was re- authorized by the State Legislature following a State Supreme Court decision that overturned the initiative. For Port Angeles, the 1% increase is worth approximately $40,000 annually. To gain more than the 1% increase in property tax, the City would have to seek a voter approved levy lid lift that would increase the levy rate from its cur- rent $2.7815 per $1,000 of assessed value up to a maximum of $3.6000 per $1,000 of assessed val- ue. Would voters be inclined to raise their proper- ty taxes to support City government is a question that is open to great speculation. An equally large challenge for the City is the nearly 25% decline in assessed value within Port Angeles. Current assessed property values for 2013 tax collection are less than the assessed value of prop- erty for tax collection in 2007 a Toss of over $475,000,000 since the high point in 2009. 2012 Actual 2013 Budget 2009 Actual 2010 Actual 2011 Actual 2012 Actual 2013 Budget Perhaps even more interesting is the amount of real property in Port Angeles that is exempt from taxation. State law (RCW 84.36) provides for a myriad of exemp- tions from the obligation to pay property tax, among them are the following: All property belonging exclusively to the United States, the state, or any county or municipal cor- poration, all property belonging to any federally recognized tribe located in the state, if that prop- erty is used exclusively for essential government services.... (RCW 84.36.010) Each parcel of real property, and each personal property account, that has an assessed value less than five hundred dollars is exempt from taxation. (RCW 84.36.015) The following real and personal property is ex- empt from taxation: (1) All lands, buildings, and personal property re- quired for necessary administration and mainte- nance, used, or to the extent used, exclusively for public burying grounds or cemeteries without Working Draft Subject to Revision 9 discrimination as to race, color, national origin or ancestry; (2) All churches, personal property, and the ground, not exceeding five acres in area, upon which a church of any nonprofit recognized reli- gious denomination is or will be built, together with a parsonage, convent, and buildings and im- provements required for the maintenance and safeguarding of such property....(RCw 84.36.020) The following real and personal property shall be exempt from taxation: (1)(a) Property owned by nonprofit organizations or associations, organized and conducted for non- sectarian purposes, which shall be used for char- acter- building, benevolent, protective or rehabili- tative social services directed at persons of all ages....(RCW 84.36.030) The map below shows the exempt properties within Port Angeles. It is based on 2009 data from the Clallam County Auditor. Mantua]» amp.num 1001 Asses*, data Sales tax collection in the City has fallen in recent years to a level approximately $577,000/20.9% less than the high water mark of 2007. Over recent years, the City has seen large pro- ducers of sales tax move out of the City to the urban growth area or beyond. With that transfer of business, the ability of the City to gain sales tax from an improving economy is ex- tremely limited. Auto dealers, Wal -Mart, Safeway and others Sales Tax Sales Tax -PA 2,633,330 12,8 Sales Tax- -EUGA 0 0I Total Sales Tax $2,633,330 i $2,822,760 Change from Prior Yr. 1 189,430 Chg. From Prior Yr. I l 7.19%I $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 Source. Cityo/PortAnaeles Finance Department Utility Tax Combined s $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 so Total Change from Prior Yr. Che From Prior Yr. Working Draft Subject to Revision 2004 Actual 2005 Actual 2006 Actual 2007 Actual 2008 Actual 2009 Actual 2010 Actual 2011 Actual 2012 Actual 2013 Budget 3,254,674 1 3,338.476 1 3,181,450 1 2,736,567 1 2,779,435_ 2,832,116 2,708,666 2,679,000 0 1 0 1 28,375 1 27,059 1 97,665 44,487 75,077 1 80,000 53,254,674 1 53,335,476 1 $3,209,825 1 $2,763,626 1 $2,877,100 $2,876,603 $2,783,743i $2,759,000 431,914 1 83,802 (128,651) (446,199) 1 (497) (92,860) (24,743) 15 30%1 2' 57%I 3.85 %1 13.90 %1 4.11% 0.02 3.23 %F 0 89%, 2004 Actual 2005 Actual 2006 Actual 2007 Actual Sales rax PA Utility excise tax, the tax on the gross receipts of all utilities provided within the City, also has significant constraints that are mostly political in nature. With the exception of the utility excise tax on the electric utility capped at 6.0 all other utili- ties have no legal limit on the amount of tax that can be im- posed. The lack of a legal limit can, in no way, be confused with 2008 Actual 2009 Actual 2010 Actual 2011 Actual 2012 Actual 2013 Budget Table Sales Tax History Table Utility Tax Combined History 10 generate substantial sales tax from City of Port Angeles resi- dents. Unfortunately, even with the revenue sharing agree- ment with Clallam County regarding sales tax in the Eastern Urban Growth Area (EUGA), the City only receives $80,000 in annual sales tax from the substantial business development that has occurred in that area. ❑Sales Tax EUGA 2004 Actual 2005 Actual 2006 Actual 2007 Actual 2008 Actual 2009 Actual 2010 Actual 2011 Actual 2012 Actual 2013 Budget the limit imposed by the political (and economic) reality that consumers can afford only so much. We are seeing emerging trends developing in many of our utilities that show consumers reducing consumption, either voluntarily or through conserva- tion, as a means of off setting price increases. 1 i I I 1 52,684,405 1 52,655,291 i 52,884,604 53,257,780 1 53,3 1 53,506,126 1 $3,743,657 1 53,800,137 I 53,781,229 $4,048,000_ (29,114) 229,313 373,176 95,543 152,803 23 1 56,480 1 (18,908)1 266,771 -108%1 8 64%1 72.94 %1 2.93 l 4.56 %i 6 77%1 151 %1 0.50 7.06% J 2004 Actual 2005 Actual 2006 Actual 20(17 Actual 2008 Actual 2009 Actual 2010 Actual 2011 Actual 2012 Actual 2013 Budget Source: Cityo/PortAngeles FlnanceDeoartment Crude oil SUSibarrel 14638 133,94 121.50 109 06 96.63 84.19 71,75 59.31 46.88 34 44 22.00 Crude 01 USA Average Fees and charges, whether building /permit fees in the General Fund or utility rates, must also weather the impact of political and economic reality. What the public can afford to pay for residential, commercial or industrial fees and charges is greatly restricted by the political and economic environment of Port Angeles. A good example of that fact is the price of gas. In 2012, Port Angeles consumed gallons of gas and diesel fuel at a total cost of While families may be able to make some ad- justments on the amount of driving they do to reduce the amount of gas they need to buy for the family car, it is very difficult for a City to restrict the number of miles driven by a police vehicle on patrol, the garbage truck making its pick -up rounds, or the ambulance making an emergency run. O UY GD N 2004 2005 2006 Working Draft a. Operating Budget: {UNDER DEVELOPMENT} b. Capital Budget: {UNDER DEVELOPMENT} 2. Expenditure Demands: The City of Port Angeles is very much like any oth- er city, business or family when it comes to man- aging costs some costs can be tightly controlled, other costs have a limited ability to control and some costs are beyond the ability of Port Angeles to control. 2007 2008 Date (Month/Day) Subject to Revision 11 The City can and does make choices when replacing a vehicle to factor in gas mileage but, in many instances, there is a limited number of choices for many vehicles due to their specific usage requirements. The price of gas also has another significant impact on the City as gas prices go up disposable family income goes down re- ducing the amount of retail sales (and sales tax) generated in the community. While specific information related to gas price history in Port Angeles is not readily available, the internet website GasBuddy.com can give us some general information. The GasBuddy.com chart below clearly shows the nearly contin- uous increase in gas prices for Seattle, Washington State and USA Average Historical Price Charts Quick charts:1 Month 1 3 Month 1 6 Month 1 9 Month 1 1 Yea(( 16 mon(h 1 2 Years 1 3 Years 1 4 Years/ 5 Years 1 8 Years! 9 Years 1 10 Years 1 11 Years 120 Month Average Retail Price Chart Seattle Washington 2009 2010 Regular Gas Price (US $/G) 951 8.71 7.90 7 09 6 28 5.47 4.66 3.86 3 05 2.24 1 43 2013 2011 2012 3. The Costs of Delay Procrastination: a. History of Current Capital Projects: {UNDER DEVELOPMENT} b. What Could Have Been Reduced Impact Projection: {UNDER DEVELOPMENT} II. FINANCIAL PLAN: A. GOALS OBJECTIVES: The Goals Objectives for the City's Long -Range Fi- nancial Plan (LRFP)are relatively simple and straight- forward create a forecast of future revenues and expenditures that are most likely to occur in the next 5 –10 year period. But that simple statement requires a tremendous amount of research, analysis and work to evaluate economic and political factors that are frequently well beyond the control of City government or the citizens we serve. The City, just like our citizens and business- es, are subject to whims and unpredictable actions by the State Legislature or Congress that can positively or negatively impact how we operate in Port Angeles. While there is no way the City can create a scenario that is guaranteed to occur, the City can project with some degree of certainty a range of possible out- comes regarding revenues and expenditures that can help the City plan future actions. It is the planning of future actions, either to mitigate adverse impacts or to take advantage of positive impacts that can give the City the best opportunity to grow and succeed in the future. Creating the forward look was important for the City for an even more important reason planning for the future. The City could also regain stronger control of its destiny. Previous actions by prior Councils and ad- ministrations (and many other cities as well) focused on the current day -to -day challenges allowing external factors to gain influence beyond what it should have been. The focus on the day -to -day horizon helped foster a sense that the City should wait for "better times" be- fore tackling major capital and operational issues that had been long recognized by political leaders and citi- zens alike. The Combined Sewer Overflow (CSO) project was not something that was recently discovered. Neither was the deteriorating condition of the City's streets and alleys. Unfortunately, the prevailing wisdom was cen- tered on keeping taxes and fees as low as possible in hopes that "better times" would permit the City to tackle these large- scale, seemingly overwhelming pro- jects. Gaining consensus from Council and senior staff on the need for the forward look was easy. Making sure that everyone understood what the outcome should be was a bit more challenging. Council, with guidance from the City Manager and Chief Financial Officer, Working Draft Subject to Revision 12 quickly agreed on the following components that needed to be included in the Long -Range Financial Plan: Financial Forecast a "5 5" forward look to pro- ject citywide revenues and expenditures for the next five years in detail and an additional 5 years in a more summary fashion to be updated prior to the start of the next budget process; Reserve Analysis analyze and recommend ap- propriate levels of reserves (fund balance) for all funds; Fiscal Policies a review and analysis of current financial policies to identify any needed revisions, amendments or new policies to be developed; Debt Analysis a review and analysis of existing and planned debt obligations including voter approved bonds, limited tax general obligation bonds, revenue bonds, Washington State Public Works Trust Fund loans and Washington State Revolving Fund loans; Criminal Justice Cost Analysis review and analy- sis of the rapidly expanding cost and need for General Fund subsidy of operations related to adult detention, public defender and court costs; Single Source Revenues review of the potential exposure and impact of single source revenues within the General Fund and the City's utility funds; Cost of Service Analysis (COSA) in coordination with the City's public utilities, integrate the find- ings from the City's contracted, third -party report on utility Cost of Service on the operating budget, capital budget and ability to pay concerns for resi- dents and businesses; Capital Projects a review of current and future obligations related to capital projects, the sources of revenues for current and future capital projects and the current financial status of approved capi- tal projects; General Fund Services a review and recommen- dation regarding short -term potential solutions to aid in balancing the 2014 Budget; Debt Service obligations a review of current and pending future debt issuances to aid in develop- ing a clearer understanding of the City's total debt burden, the impact on taxes and utility rates and the overall ability of residents and businesses to pay for the current and future debt. Economic Development Fund a review of the historic funding sources and their use in financing economic development projects. Recommenda- tions regarding identification of potential dedicat- ed funding sources for the Economic Development Fund will be included in the Program and Services Plan to be developed in 2014; and Self- Insurance Fund review and analysis of the self- insurance fund and the various retained self insurance obligations. Recommendations regard- ing any proposed changes in self- insurance re- serves or changes in operations will be included in the Program and Services Plan to be developed in 2014. B. RECOMMENDATIONS: To help move the City forward and to guide the devel- opment of the future budgets, City Council should con- sider implementing the following recommendations as part of the Long -Range Financial Plan: Revenues Resources: A.01 Council should consider the overall impact on the community and its ability to pay against the need to enact any tax, utility rate or fee/ charge increase. A.02 Council should not use reserves /fund balance as a funding source for on -going operations except in an emergency, short -term basis. i. Any use of reserves /fund balance should include a repayment plan that designates future revenues to first repay the funding taken from reserves /fund balance. ii. Funding from reserves /fund balance should not be utilized for on -going pay- ments for debt service other than for an emergency. A.03 Council should implement the 1.0% property tax increase allowed under state law. A.04 Council should consider utilization of the property tax banked capacity that resulted from not imposing the 1.0% in previous years beginning starting with the 2015 Budget to help facilitate implementation of the Program Services Plan to be developed in 2014. A.05 Council should not consider any general in- crease to the current utility tax rates earlier than for the 2018 Budget. Working Draft Subject to Revision 13 A.06 Council should consider implementing a "phase -out" of General Fund subsidy for the Street Fund and Medic 1. The phase -out should be over a period of at least three years but no longer than five years. i. Replacement funding for the Medic 1 utility shall come from an upward adjust- ment in utility rates to cover the costs of those who consume the services provid- ed by the Medic 1 utility. ii. Replacement funding for the Street Fund will need to be coordinated with a crea- tion and development of a Transporta- tion Benefit District. (See Recommendation A.10) A.07 Fees and charges related to building permits should be considered on total cost recovery of direct and indirect expenses. i. Continuous, on -going comparison of simi- lar fees and charges imposed by cities and counties on the Olympic Peninsula may be considered if Council wishes to make adjustment to the market rate. ii. Council should identify the source of funding for any subsidy needed as a re- sult of adjustments made as noted in Recommendation A.04. A.07 Fees and charges for parks and recreation programs should be based on a cost recovery hierarchy whereby adult program and ser- vices help to subsidize programs for children, youth and special populations. i. Fees and charges for adult programs should seek to recover all direct costs including costs for field /facility mainte- nance and operations. ii. Fees and charges for youth programs should seek to recover no Tess than 50% of all direct costs including costs for field/ facility maintenance. iii. Fees and charges for programs designed for special populations should seek to recover no less than 25% of all direct costs. iv. Fees charges for programs for seniors should seek to recover no Tess than 75% of all direct costs including costs for field/ facility maintenance and operations. v. Rental of City -owned facilities for business or commercial use should charge an amount no less than 100% of all direct and indirect costs plus an amount to be reserved for future ma- jor maintenance or replacement of assets utilized by the rental. A.09 Utility rates should be designed to reflect the underlying nature of costs for each respective utility. i. Preference should be given to a rate structure that approximates the same general allocation of base charge versus consumption charge on billings from the Bonneville Power Administration to better enable the utility to have adequate revenues and reserves to cover operating and capital needs. Working Draft Subject to Revision ii. Similar consideration of the allocation of base charge versus consumption charge should be given to those utilities with large capital infrastructure needs and requirements. iii. Utility rates need to consider the neces- sary costs associated with capital repair and replacement of utility assets to assist the utility in meeting the service demands of current and future utility customers. A.10 Council should consider the formation of a Transportation Benefit District with a voter approved 0.2% increase in sales tax to fund repairs and renovations to the streets within the City of Port Angeles. i. Funding that could be derived from a Council approved $20 "car tab" would not provide sufficient revenues to make any headway in repair City streets and would create an incorrect impression among citizens and businesses that the City had taken the necessary steps to begin imme- diate repair of City streets. A.11 Council should consider identification and implementation of a dedicated funding source for the Economic Development Fund to pro vide for stable, long -term funding to attract and retain businesses inside the City of Port Angeles. A.12 Council should consider giving preference to more frequent small, incremental increases to fees, charges, utility rates and taxes rather than larger, less frequent step increases to allow individuals, families and businesses greater opportunity to manage their on -going 14 costs for services provided by the City. A.13 Council should consider options to increase the City's current tax base; including analyzing the cost benefit of any potential annexation and its impact on current City services. A.14 The Council should consider selling of the Niichel property, and potentially other unused City properties, to allow the City to have the Onecessary resources to meet the obligations of the 2005 Limited Tax General Obligation Bond (and the $1,000,000 balloon payment in 2021). {MORE TO BE DEVELOPED} Expenditures Use of Debt: B.01 Council should, prior to the issue of any gen- eral government or utility debt, consider the overall impact of the City's ability to pay the debt obligation from either taxes or utility rates. B.02 Council should consider a policy requirement that significantly restricts the use of highly volatile funding sources such as the Real Es- tate Excise Tax as a source of funding for capi- tal expenditures but not as a source for debt service nor maintenance and operation cost. B.03 Council should consider establishing a policy requirement that the minimum threshold for the General Fund un- assigned fund balance "Reserve be set at 25% of the authorized General Fund expenditures for the current year. i. To provide the necessary funding to achieve the minimum threshold shall first assign any savings that may accrue in the General Fund at year end. ii. Should savings not prove sufficient to achieve the 25% threshold within a five (5) year period, Council should dedicate the necessary tax revenue to achieve the 25% minimum threshold for the following three (3) year period to achieve the mini- mum 25% requirement. B.04 Council should consider establishing a policy requirement that precludes the use of re serves from the General Fund or any other fund for the purpose of paying recurring ex- penses except in the case of an emergency. i. Prior to authorizing the use of reserves to pay for recurring expenses, Council should declare an emergency noting the reason for requiring the use of reserves for paying for recurring expenses and the establishment of a plan to replace the reserves that were utilized within a three (3) year period from their use. B.05 Council should consider a policy requirement that prohibits the use of one -time revenues or other sources of funding for recurring op- erating expenses in any fund. i. Prior to any authorization to use one- time funding and /or grant funding for recurring operating expenses, Council shall require the development of a plan that details how the City would maintain funding for any recurring program once the one -time or grant funding is no long- er available. B.06 Council should consider a policy requirement that commits the City to paying fair and equi- table salaries and benefits to its employees based upon both an internal comparability and an external market analysis. The internal comparability and market analysis shall be conducted at least every five (5) years. i. The goal of the internal comparability would be to establish a system that re- wards performance and pays for in- creased value based on job complexity, accountability and consequences of any decisions or responsibilities associated with the position. ii. Council should consider a "total cost of compensation" approach to establish the salaries, wages and benefits to be paid to employees of the City of Port Angeles. 111. The Council should consider the develop- ment of benchmark criteria for use in establishing comparisons between sala- ries, wages and benefits paid to City of Port Angeles employees versus similar employees in other cities. iv. The goal of the external market rate com- parison would be to establish that the City would pay salaries and benefits at a level to attract and retain a highly quali- fied workforce recognizing the market where we live. The goal of the City should be neither be the leader of the comparison group nor the laggard city but in the mid -point range. Working Draft Subject to Revision 15 v. For the Long -Range Financial Plan, Coun- cil should consider that future (2014 2018) Cost of Living Adjustments (COLA) and health insurance cost increases should approximate the same general range as incurred in the period of 2009 2013. vi. Determination of the impact on Program and Services Plan and the ability to pay consideration shall be included as an in- tegral part of the annual review of the Program and Services Plan. B.07 Council should consider a policy requirement that all employees should contribute to their health insurance for the individual employee as well as any family coverage that may be provided. B.08 Council should consider implementation of a requirement that all payments made by the city, whether for payroll or accounts payable, should be made via electronic funds transfer (EFT) rather than printed check. B.09 Council should consider development of poli- cy requirements that would require analysis of all public works contracts prior to bidding for economically feasible segments or phases of projects that can be targeted to encourage local contractors to bid on projects that are more in line with their economic resources and capabilities. B.10 Council should consider implementing the following policy recommendations regarding the funding of capital projects: i. First priority for capital project funding should be given to those projects de- signed to preserve and maintain existing infrastructure. ii. Council should give consideration to rank ordering the following to provide further guidance on capital projects. 1. Legal or statutory requirements or mandates provided realistic and affordable sources of funding are available to the City. 2. Continuation of multi-year projects provided that realistic and affordable sources of funding are available to the City B.11 3. Capital funding should be given to those projects that leverage City funding with grants from state or federal agencies. 4. Capital funding should be given to public private partnership projects whereby the City can leverage its contribution with private dollars to enable a more economically diverse project with the primary risk for the long -term financing is transferred to a private partner. Council should consider implementing the following policy recommendations for debt financing of projects: i. If Tong -term debt financing is proposed, an financial analysis shall be required prior to any approval of the project that analyzes the long -term sustainability of funding from City resources as well as the overall impact to the Crty's total debt General Fund REVENUES: Property Tax Sales Tax Utility Tax Allocation to Utilities Building Permits /Fees Recreation Permits /Fees/ Rentals Grants EXPENDITURES: Salaries Wages Health Insurance Premiums Retirement Costs Office /Operating Supplies Gas /Diesel Utility Costs Working Draft Subject to Revision 2014 16 obligation. ii. Any maintenance and operation costs (M &O) associated with the completed project must be identified along with the proposed source of funding for the M &O costs prior to approval of the project. {MORE TO BE DEVELOPED} C. COMMUNICATION PLAN: {UNDER DEVELOPMENT} D. EXISTING POLICIES PRACTICES: 1. Tie -in with Other Plans Policies {UNDER DEVELOPMENT} E. HISTORY FORECAST PROJECTION FACTORS: 1. Inflation Factors: To develop our forward look, we examined a num- ber of reference materials; forecasts from local, state and national economists; projections by the State Office of Financial Management; City of Port 2019 2023 ..IGENERALFUND k s ;I Revenue Expenditures Net The City used MuniCast, a software analysis tool, to aid in the development of our projections and the creation of scenarios for financial modeling. With the aid of MuniCast, we downloaded the City's actual financial results for the period of 2004 2012 plus the adopted 2013 Budget. We then examines various scenarios that allowed us to examine the effect on the City's projected budget if we varied revenues, costs or when revenues would come in or expenditures would occur. In the end, the forecast we determined "most likely" will serve as our initial model for balancing the 2014 Budget. We will continue to monitor, month by month, our actual activity to determine if any new trends are emerging whether positive or negative. Once iso- lated, we will then revise our forecast to take into account the new data. Once that is done, we will recommend potential changes either to the develop- ment of the 2014 Budget or potential amendments to the 2013 or 2014 Budget as necessary. 20041 Actual! I Un- Assigned Fund Bal. 1 3,917,941 1 3,909,502 1 3,730,202 1 4,949,255 20141 20151 20161 2017 i I 11GENERAL FUND Revenue Expenditures 1Net $30,000,000 $25,000,000 $20,000,000 $15,000,000 $10,000,000 $5,000,000 $0 So C ei,a AnaelPSiFlno`nce ttair rt ra Working Draft Subject to Revision 2. General Fund: Tattle q�= General F.und(Revenues Excentl'ture HstovY& P,roiection 20051 20061 2007 20081 2009 Actual! Actual Actual! Actual t I $17,127,924 517,707,257 1 517,114,568 15,908, 879 18,164,115 1 17,239,440 $1,219,045 (5456,858)1 ($124,872) 1 4,398,023 I 4,273,149 Actual! 17 Going forward, the General Fund will be challenged to balance revenues with expenditures without either revenue enhancement or expenditure reduction; pri- marily by structural change to reduce the expendi- ture base in the future. In the short term, the beginning projections for 2014 show the General Fund out of balance $461,000 that will need to be corrected and brought into balance prior to submission of the City Manager recommend- ed budget to Council in October 2013. The table below summaries the projected revenues, expenditures and fund balance prior to budget devel- opment and negotiations that will bring the 2014 Proposed Budget into balance. 2010 Actual $18,307,728 17,022,644 $1,285,084 4,242,794 20181 2019 2020 1 20111 20121 2013 Actuall Actual! Budget $18,489,825 1 $17,880,007 1 $18,766,000 18, 370,403 1 18,451,335 1 18,724, 000 $119,422 1 ($571,328)1 4,421,105 1 3,528, 995 1 3,570,995 20211 20221 $42,000 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Bud. Est. Est. Est. Est. Est. Est. Est. Est. Est. Est. 2023 1 $18,971,000 1 $19,161,000 1 $19,522,000 1 $19,922,000 $20,337,000 1 $20,894,000 $21,473,000 $22,073,000 1 $22,696,000 1 $23,361,000 1 19,432,000, 20,127,000 I 20,862,000 I 21,640,000 22,462,000 I 23,322,000 24,200,000 25,061,000 I 26,025,000 I 27,074,000 1 ($461,000)1 (5966,000)1 (51,340,000)1 (51.718.000)1 (52.125.000)1 ($2,428,000) ($2,727,000) ($2,988,000)1 ($3,329,000)1 ($3,713,000) `1 1 I I I 1 q Un- Assigned Fund Bal. 1 3,109,995 1 2,143,995 1 803,995 1 (914,005) 13,039,005)1 15,467,005)1 (8,194,005) (11,182,005) 1 (14,511,005) I (18,224,005) GENERAL FUND i' GENERAL FUND Revenue For the near -term, future revenues within the General Fund are projected to stay relatively flat. The recovery from the most recent recession has and will continue to be exceedingly slow for the City of Port Angeles. In no scenario examined by staff, we do see any kind of robust economy that may have been seen in the early 2000's. In the near -term, Port Angeles will continue to struggle shifting its economy away from heavy dependence on timber- related activity. Shifting to an economy lead by tourism and, potentially, the high tech composite industry will take some time combined with significant private invest- ment. The demands for workers to staff the tourism and composite jobs are also significantly $20,000,000 $15,000,000 $10,000,000 $5,000,000 Revenue Change from Prior Year change from Prior Year LI. TX 20041 Actual) 515,499,782 1 515,981,731 20141 Forecast) 2005 Actua 481,949 I I 1 $18,971,000 $19,161,000 1 $19,522,0001 539,922,000 1 $20,337,000 1 $20,894,000 1 $21,473,0001 $22,073,000 1 522,696,000 1 523,361,000 1 f Change from Prior Year 1 205,000 1 190,000 1 361,000 1 400,000 1 415,000 1 557,000 1 579,000 1 600,000 1 623,000 1 665,000 1p; change from Prior Year' 1 09% 1 1.00%1 1.88%1, 2 05%1 2 08% 1 2.74%1 2.77% I 2.79%1 2.82% I 2.93%1 $25,000,000 3.11% 20151 Forecast) Wr .ie p r i Sourc aGity, of,P,orbAngel es�tFinarnc'e,Deaoi2men t In looking at General Fund revenues, we have seen a significant shift over the last number of years. in the 1980's and 1990's property tax for Port Angeles was a primary driver of new revenue; especially when the "old" rules permitted a 6% annual increase rather than the current 1% growth. More recent history has Working Draft Subject to Revision l Ta61etl Geneiaf al dift Y evenuelHistory P,rojecfionil 20061 20071 20081 20091 20101 Actual) Actuall Actual) Actual) Actual) I I I I 1 516,233,6591 $='7,600,721 518,090,405 1 $17,596,8681 518,790,027 1 251,928 1 1,367,062 I 489,684 1 1493,537)1 1,193,159 1 1.58%1 8.42%1 2.78%1 -2.73% 6.78%1 1 1 1 1 20161 20171 20181 20191 Forecast) Forecast) Forecast' Forecast) 1 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Bud. Est. Est. Est. Est. Est. Est. Est. Est. Est. Est. 18 different than many jobs in the past and will re- quire extensive worker training and re- training to build a workforce that will match future jobs available in Port Angeles. The forecast above shows very modest gains in total General Fund Revenue for the period of 2014 2016 and then only slightly greater reve- nues through year 2023. We do not see a signifi- cant improvement in revenues for a number of factors: Lack of significant new retail development that would include "big box" retailers or new automobile dealerships. {Add other factors} 20201 Forecast) 20111 Actual) I 518,972,124 1 518,232,965 1 182,0971 (739,159)1 0 97%1 -3.90%1 1 20211 Forecast) 20121 20131 Actual) Budget 1 $18,766,000 1 533,035 l 2.92% 1 1 20221 20231k, Forecast) Forecastl ARSV7Fte0MitiM St ISM daVitaf:C transformed property tax to a very slow growing rev- enue source and our projections through 2023 do not project any change from that pattern as noted below; PROPERTY TAX Gen. Fund! Tax Collection Change from Prior Year change from Prior Year PROPERTY TAX Gen. Fund Tax Collection Change from Prior Year change from Prior Year C1C11 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 20041 Actual) 53.283.728 1 20141 Forecast) $4,291,000 63,000 1.49% 1 so s +q5.s. :wan..°�•^'rt,":, 'ru,kC: Y. a �°tc, ^G e.+ So'' ur," ceim v- o P, ort 'YAnge lestF,mancedDe" uart men ta Working Draft Subject to Revision T iee.I Prod;getiiti)i,- aGenergklind Re enue ais itIkii i oi'ection 20051 20061 20071 20081 20091 Actual! Actual) Actuall Actual! Actual! i I 53.432.128 1 53,426,375 1 53.790.294 148.400 1 15.753)1 363.919 4.52%1 1 -0.17% 1 10.62% I I 20151 20161 20171 Forecastl Forecast! Forecast) I 54,356.000 1 54,421,000 1 54,487,000 1 66,000 1.49% 1 65,000 I 65,000 1 1.51 %1 1 49%1 Sales tax, by far the most volatile of General Fund revenues, is not projected to have significant growth for a number of years as was noted earlier. The lack of any significant growth of retail business will limit 19 53.875336 1 85,042 I 224 %1 2018 Forecast 54,555,000 68,000 1.52% 53.959.874 84.538 2.18% 20191 Forecast! $4,623,000 1 68,000 1 1.49% 1 F 2010! 20111 20121 Actual! Actual! Actuall 54.035.888 1 54.067.613 1 54.112,977 1 76,014 I 31.725 I 45,364 I 1.92 %1 0.79 1.12 %I r 20201 20211 20221 Forecast! Forecastl Forecast! 54,692,000 1 $4,763.000 1 54,834,000 1 69,000 1 71,000 71,000 I 1.49 %1 1.51% 1.49 %1, 20131 Budget- 54.228.000 115,023 r 2.80% 2023 Forecast 54,907.000 73,000 1.51% 1,', 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Bud. Est. Est. Est. Est. Est. Est. Est. Est. Est. Est. growth of sales tax revenue to any potential growth in disposable income. Unfortunately, some of the growth in disposable income will be consumed by higher gas /diesel prices, utility rate increases and SALES TAX Gen. Fund Port Angeles EUGA Total Tax Collection 1 Change from Prior Year change from Prior Year SALES TAX Gen. Fund Port Angeles EUGA Total Tax Collection Change from Prior Year change from Prior Year $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $0 Source CityofP.breit'ngeles:F inbnc eUeoartment'^ Working Draft Subject to Revision G •:llik ea tGne l) ��Ta lileAil Sal' esiATaiiI( PortsAnRelesl.+ �Ea�c4" e" ch�U' rliah( cowthArm,; E .U,G °A)�-- era FundlRevenue Hisfory P•,rojectiog,n .,'S zoom 20051 20061 20071 20081 2009 20101 20111 20121 2013° Actual) Actual) Actual) Actual) Actual) Actual Actual) Actual) Actual) Budget I 3,254,674 1 3,338,476 3,181,450 1 2,779,435 1 0 1 0 28,375 1 97,665 1 53.254.674 53.338,476 53,209.8251 52.877,1001 431,9141 83,802 (128,651)1 113,4741 15.30 %l 2.57% -3 85 %l 4 11 %1 2,633,330 1 o I 52.633.330 1 1 2,822,760 1 o I 52,822,760 1 189,430 1 7.19 %1 20151 Forecast) 20141 Forecast) 2,679,000 I 2,679,000 1 80,000 1 80,000 1 52.7 59.000 1 52, 759.000 1 of oI 0 0000 1 0.00 %1 20161 2017 Forecast) Forecast 2,679,000 80,000 $2,759,000 0 0 00% 2,701,000 82,000 52,783.000 24,000 0.87% CI Port Angeles Utility tax is the one revenue source that has per- mitted the City to maintain some ability to off -set a portion of the rising costs in the General Fund. Over the recent years, we have had a variety of rate in- creases for our utilities. Normally an increase in rates would drive an increase in utility tax collection but that is not always the case in recent years. Consum- ers, whether residential or commercial, are making 20 2,736,567 27,059 52.763.626 (446,199) 13.90% U EUGA 2,832,116 1 2,708, 666 1 44,487 1 75,077 1 52,876,6031 52.783.7431 (497)1 (92.860)1 -0 02 %I 3.23 %1 2,679,000 80,000 52.759.000 1 (24.743) -0.89% 20181 20191 20201 20211 20221 2023 Forecast) Forecastl Forecast) Forecast) Forecast) Y Forecast 2,725,000 I 2,751,000 1 2,778,000 I 2,804,000 1 2,831,000 1 2,866,000 84,000 1 86,000 1 88,000 1 90,000 1 92,000 1 94,000 52,809,0001 52,837,0001 52,866,0001 52.894,0001 52.923,000 52,960,000 26,000 1 28,000 1 29,000 1 28,000 I 29,000 1 37.000 1 0.93 %I 1.00 %I 1.02 %1 0.98 %I 1.00% 1.27% 1 ry "'w'�` f e �ir 2004 2005 2006 2007 2008 2009 2010 20L1 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Bud. Est. Est. Est. Est. Est. Est. Est. Est. Est. Est. substantial efforts to curb utility consumption as a means of off setting rate increases as well as control- ling costs in general. Further moves towards energy saving electrical appliances, increased use of compact fluorescent (CFL) bulbs, flow restrictors on showers and water faucets and other activities will only in- crease the impact of consumption reduction. UTILITY TAX Gen. Fund 1 Tax Collection 1 S Change from Prior Year' change from Prior Year' UTILITY TAX Gen. Fund Tax Collection "1 Change from Prior Year! change from Prior Year' I $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Source: City ofPortAnaeles Firiance;0"eoartm en t' T.alile's #t c #Utility Tax Combined;;= iGerieralFund Revenue yistoaiP,roiectiona 's „j 20041 20051 20061 20071 20081 20091 20101 Actual! Actual! Actual! Actuall Actuall Actuall Actual! I 52,684.405 1 52.655,291 1 52.884,604 1 53.257.780 1 53,353,323 1 53.506.126 1 1 09.114)1 229,313 1 373,176 I 95.543 1 152,803 I I 1.08 %i 8.64 %1 12.94 %1 2.93 %1 4.56 %1 I I I I I I 20141 2015! 20161 20171 20181 20191 Forecast! Forecast! Forecast! Forecast! Forecast! Forecast! 1 I 54.145.000 1 54.245, 000 1 54, 347, 000 1 54.451,000 1 54, 558,000 1 54,776.000 1 97.000 1 100,000 I 102,000 I 104,000 I 107,000 1 218,000 2.40 2 41 %1 2.40 %I 2.39%1 2.40 %1 4.78 %1 The three primary revenue sources, property tax, sales tax and utility tax, account for nearly 60% of total General Fund revenues in 2013. Another 24.76% ($4,767,550 2013 Budget) of the General Fund reve- nue comes from allocation of costs to Utilities and other Funds for services rendered. All told, the three primary tax sources plus allocation total over 84% of total General Fund revenues. That leaves $2,934,000 in fees and charges and other revenues. At a worst case scenario where our fees and charges are undervalued to the market, we esti- mate that variance is most likely 5% 10% below mar- ket. If that is the case, and assuming we raised fees and charges to a market rate, we could potentially generate new revenue of $146,000 $295,000 if there was no opposition to the fees and charges increase. Working Draft Subject to Revision 21 Bud. Est. 20111 Actual! 53.743, 657 1 53, 800.137 1 53.781.229 1 237.531 I 56.480 I [1830811 6.77 I 1.51 %l -0.50 20201 20211 20221 Forecast! Forecastl Forecast! 55,006,000 1 55,246,000 1 55.498.000 1 230,000 1 240,000 I 252,000 482 %1 4 79% I 4.80% I 20121 2013 Actual! Budget Est. Est. Est. Est. Est. Est. Est. Est. Est. 54,048.000 266,771 7.06% 2023 Forecast Y 55.762,000 I 264,000 1 4.80% rx'SrycvXa«N ,�,a Expenditures within the General Fund are heavily fo- cused on salaries, wages and benefits which account for nearly 70% of the General Fund. In 2011 and 2012, employees did not receive a Cost of Living Ad- justment (COLA). Council did authorize a 2.0% COLA for all employees except for Police and Firefighters (Council did authorize an offer of a 2.0% COLA) whose contract are currently under negotiation. To help off -set the cost of the COLA, the employee share of health insurance premiums rose an addition- al 2.5% from 10% to 12.5% for most City employees. In the tables below, you can see the history and fore- cast of salaries, wages and benefits for all employees in the General Fund including full -time, part -time and seasonal employees. SALARY WAGES—G.F. 1 20041 20051 20061 20071 20081 20091 20101 20111 2012 1 Actuall Actual! Actuall Actuall Actual' Actuall Actuall Actual' Actual I 1 Salaries Wages 1 56,949,855 1 57,110,580 1 57,540,653 1 58,375.020 1 58.570,623 1 58,885,674 58.987.382 1 59,225,207 1 59,230.227 Change from Prior Year1 1 160,725 1 430,073 1 834,367 1 195,603 1 315,051 101,708 1 237,825 1 5,020 change from Prior Yearl 1 2.31%1 6.05% 11.06% 2.34%1 3.68% 1.14%1 2.65% 0.05% I I SALARY WAG ES--G.F. 1 20141 20151 20161 20171 20181 1 Forecastl Forecast' Forecast' Forecast! Forecast! I Salaries Wages 1 59,062.000 1 59,407,000 1 59,785,000 1 5 L0,201,000 1 510.658,000 1 511,159,000 1 511.683.000 1 512.232,000 1 512,807,000 Change from Pnor Year 1 (273,000)1 345,000 1 378,000 1 416,000 1 457,000 1 501,000 1 524,000 1 549,000 1 575,000 change from Prior Year' -2.92% 1 3.81%1 4.02941 4.25% 1 4.48% 1 4.70% 1 4.70% 1 4.70% 1 4.70% -4: 7,4 $16,000,000 $14,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 so $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 so Working Draft Subject to Revision 22 20191 20201 20211 20221 Forecast' Forecastl Forecast' Forecast 2013 Budget' 59.335.000 k: 104,773 1.14% 20231(;:, Forecast 513,525,000 718,000 1 5 61% l 11111111 II II 11 111 14111111111111 NEM .11111 arunior mewl 1111 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Bud. Est. Est. Est. Est. Est. Est. Est. Est. Est. Est. socree:icii0:80.1111Aitclete'svaarice're'lideaVitieLT441.VIV'PaittiCYLA:',L"-:' ;it4.SIIIIIAMI 6 11'. ;:A-liVAMEngtiV.1 7.Z .4 1 71. g cla ki‘ ialLiiintE 1 A 1 ,1 1.1i a lirelfi1 -rd s gr eariiO 3 ,0gfliko sjilli ffit*Y 8 NOMIt a gi 7 .0] 1 4,111.111 ,1 1] ,,..i1"' ;11111i1 T ,,:1 BENEFIT COSTS--G.F. 20041 20051 20061 20071 2008 20091 2010 20111 20121 2013 Actuall Actuall Actual' Actuall Actual Actual] Actual Actuall Actuall Budget 1 1 1 I I Employee Benefits $2,231,257 1 $2,174,376 1 52,351,458 1 $2,804,339 1 52,976,666 53,059,216 1 $3,144,935 53,514,732 1 53,451,832 1 53,541,850 1 Change from Prior Year 1 (56.881)1 177,082 1 452,881 1 172,327 82,550 1 85,719 369,797 1 162.90011 90,018 1 change from Prior Year 1 -2.55% 1 8 14% 1 19.26% I 6.15% 2.77% 1 2.80% 11.76% 1 -1.79% 1 2 61%1 1 1 1 1 1 BENEFIT COSTS—G.F. 20141 2015 20161 20171 2018 20191 2020 2021 20221 2023 Forecast1 Forecast Forecast' Forecastl Forecast Forecast] Forecast Forecast Forecastl Forecast 1 1 1 Employee Benefits $3,746,000 1 $3,968,000 54,207,000 1 54,465,000 1 54,743,000 55,042,000 1 55,364,000 55,710,000 $6,082,000 I 56,488,000 Change from Prior Year 204,150 1 222,000 239,000 1 258,000 1 278,000 299,000 1 322,000 346,000 372,000 1 406,000 change from Prior Year 5.76%1 5.93% 6.02%1, 6 13%1 6 23% 6.30% 1 6.39% 6 45% 6 51%1 6.68% is t- To'r.lz7y ...r:-.. soilovogmw,,, $7,000,000 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Bud. Est. Est. Est. Est. Est. Est. Est. Est. Est. Est. Source: T ,',1,:,T;Ti,‘„Wp,Z.Trp557Z3FFNT:Tigiggign.WRF Health care expenditures are one area that requires significant focus in both the short -run as well as for the longer -term future. The City has been very fortu- nate to have qualified to receive a 2.0% discount on the health insurance costs from the Associated of Washington Cities (AWC) due to its wellness pro- gram. In the future, AWC plans to significantly tight- en the requirements to qualify for the discount we are projecting that the City will not qualify in the fu- ture for the discount. COURT, JAIL, PUB. DEFEND.I 1 !Revenue Expenditures Jail (Adult Detention) Public Defender Jail Total Expenditures IGen. Fund Subsidy Chanae from Prior Year l chanae from Prior Year COURT, JAIL, PUB. DEFEND. Revenue Expenditures Jail (Adult Detention) Public Defender Jail Total Expenditures Gen. Fund Subsidy Chanae from Prior Year change from Prior Year 1 215,321 49,134 68,160 5332,615 $0 ($100,000) ($200,000) ($300,000) ($400,000) ($500,000) ($600,000) ($700,000) ($800,000) ($900,000) Source ti of ,PoibAnaelesFinanieDeoartment. 224,168 44,768 65,438 5334.374 (595,860) ($120,979) 125,119) I 26 20% 2014) 2015 Forecast) Forecast $0 $0 $0 O 0 0 O 0 0 O 0 0 50 50 50 50 50 696,500 0 0 100.00% #DIV /01 #DIV /0! Working Draft Subject to Revision ,a 4., ,P,Z,mx I.., Ti8ble/# ik=r6urtwJailP &$P,u61 ic.5e(enderJRevenuea Ex ndlture /History &VP,rolections,X as`=3„ 20041 20051 20061 20071 2008 2009 20101 20111 Actual) Actual) Actual) Actual) Actual Actual Actual' Actuall I 5236,7551 5213,3951 5266,7661 5270,5651 5256,744 $286,223 5258,796 346,738 39,665 74,739 5461.142 321,092 35,894 1 72,566 1 5429,552 1 (5194,376) 15158,987) (73,397) 35,389 60.67 %1 18.21 %1 20161 2017 Forecast) Forecast 5o 0 0 0 $o 50 0 #DIV /0! Gen. Fund Subsidy 23 338,322 33,642 108,306 5480,270 ($223,526) (64,539) 40.59% 2018 Forecast $0 0 0 0 S o 5o 0 #DIV,Ol An additional area in the General Fund has seen ex- plosive growth over the last few years Criminal Justice which includes court, public defender and jail costs. As is clearly evident from the table below, the subsidy from the General Fund exceeded $800,000 in 2012 and, unfortunately, that trend appears to con- tinuing despite extensive efforts by the City to try and control costs. 436,084 80,594 112,765 5629,443 ($343,220) (119,694) 53 55% 2019 Forecast $0 0 0 0 5 0 50 0 #DIV /01 593,395 104,100 112,928 5810,423 20201 Forecast 50 0 0 0 S o 50 0 #DIV /0! $241,257 1 5209,946 1 5245,000 I' 599,518 122,467 115,759 5837,744 $551,627) ($596,487) (208,407) (44,860) 60 72% 8.13% 2021 Forecast $0 0 0 0 S o 50 0 #DIV /0! 20121 2013 Actual) Budget'4 796,311 104,438 117,704 51,018,453 700,000 107,500 134,000 $941.500 (5808.507) (212.0201, 35.54 %1 20221 Forecast) $01 50 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Est. Est. Est. Est. Est. Est. Est. Est. Est. Est. (5696,500) 112.007 -13.85% O 0 O 0 is O 0 SO 50 50 50 O 0 #DIV,01 #DIV /0! 2023 a.1 Forecast y'3 4'i $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $0 Of critical importance to the overall financial health of the City, is the un- assigned fund balance "Reserves the City needs to maintain for cash flow needs and to help fund emergencies within the City. Over the years, the un- assigned fund d ;,rte d(F i-� raT z L'..'...',.: L'..'...',.: .w 'rTiable GerralFun�U,n ®Assigneu'nd Balance �Lf� UN- ASSIGNED FUND BAL. 1 20041 20051 20061 20071 20081 20091 20101 1 Actual) Actual) Actual) Actual' Actual) Actual) Actual) I I I Un- Assigned F.B. (Reserves)1 53,917,941 1 $3,909,502 1 53,730,202 1 54,949,255 1 54,398,023 1 54,273,149 1 $4,242,794 1 Change from Prior Year 1 1 (8,439) (179, 300) j_ 1,219,053 I (551,232)1 (124,874)1 (30,355)1 change from Prior Year' 1 -0.22% -4.59% 32.68%1 -11 14% -2.84% of Gen. Fund Expend. 1 28 64 %1 26.29 %1 23.27 %1 31.11 %1 24.21 %1 24.79 %1 I I I I I I 'I UN- ASSIGNED FUND BAL. 1 20141 20151 20161 20171 20181 Forecast) Forecast) Forecast) Forecastl Forecast) I 1 I I 3. Street Fund: Un- Assigned F.B. (Reserves) Change from Prior Year (3,570,9951 0 0 change from Prior Year l «NAL UE! I «VALUE! 1 «VALUE! 1 1 1 of Gen. Fund Expend. 1 o,00 4 $6,000,000 0.00 %I Working Draft Subject to Revision 0 00 %I «VALUE! 1 0.00 %1 UM Fund Balance Amt. (Left Axis) 0 Source:Zik:of.Poit;+A 4 inanceDWaft nt agry irOT;,:° The Street Fund has only one dedicated source of funding the Motor Vehicle Fuel Tax (MVFT). This fixed dollar is based on the state "gas" tax of $0.325 per gallon of motor vehicle fuel is shared with cities receiving a little more than 10% of the tax collection. The state allocates the MVFT on a per capita basis and distributes it monthly. In the 2012 State of Our Streets report from the City of Port Angeles Public Works Utilities De- partment, the estimated cost to bring the entire pavement network (114 miles of street 40 miles 24 0 !VALUE! I «VALUE! 1 0.00 %I 1 0.00 %1 20191 Forecastl balance has varied between approximately 15% 30% as shown in the table below. In the recom- mendations to Council in the Long Range Finan- cial Plan, we are recommending that Council adopt a minimum threshold for the un- assigned 0 -0.71%1 24.92 %1 20201 Forecast) 20111 Actual) 0.00 %I 0.00 %1 0.00 %I 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 Est. Est. Est. Est. Est. Est. Est. Est Est. Est. %of Gen. Fund Expenditures (Right Axis) ,41 EtiVilLk 20121 20131;, Actual) Budget I:, 54,421,105 1 53,528,995 1 $3,570,995 178,311 1 1892,110)1 42,000 4.20 %1 20.18 %1 1.19% I i 24.07 %1 18.45%1 19.07% 20211 20221 2023l1; a Forecast) Forecast) Forecastle 0 1 0 1 0 1 0 «VALUE! 1 #VALUE! I «VALUE! 1 #VALUE! 1 0.00% 35.00% 30.00% 25.00% 20.00% 15.00% 10.00% 5.00% 0.00% of alleys) up to good condition using conventional pavement treatments would cost $122.8 million over the next 20 years. The problem with the MVFT is three -fold: Unlike sales tax that is a fixed percentage of each eligible sale, the MVFT is a fixed dollar amount does not vary with the price of fuel; and The more fuel efficient cars and trucks be- come, the less fuel needs to be purchased and the less tax revenue is generated; and STREET FUND REVENUE The increased use of alternate fuel vehicles, hy- brid vehicles or electric vehicles contribute little, if anything to pay for the roads and bridges over which they travel. In Port Angeles, the Street Fund has also bene- fitted from contributions made by the Solid Waste Collections fund and the Stormwater Fund MVFT Property Tax Contrib. from Gen. Fund Contnb, from Solid Waste Contrib from Other Funds Contrib, from REET Other Sources Total Revenue Chance from Prior Year chance from Prior Year ISTREET FUND REVENUE :rd MVFT 1 Prooerty Taxi Contnb. from Gen. Fund Contnb. from Sohd Waste! Contrib. from Other Funds 1 5383.000 50 5722,000 5150,000 5393,000 Contrib. from REET 1 50 Other Sources! 518,000 'ITotal Tax Collection 1 51,666,000 Change from Pnor Year' 600 $2,000,000 $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 MVFT 2004 Actua 380.368 449.214 250.000 125.000 15,011 120,000 36.677 51,376,270 2014 Forecast Contrib. from Other Funds Source. ,C'tvofPort AngelesFinance Department 2005 Actual 396.108 463.480 490.000 125.000 7.383 0 50.862 51.532,833 156,563 11 38 %1 1 20151 Forecast! 5372.000 1 50 1 5722,000 1 5150.000 1 5404,000 1 501 518,0001 51,666,000 1 01 0 00 %1 Working Draft Subject to Revision Tablerc -x5treet F.undaRevenuexHlstorv$�& P.rolectwnr, _�.r. ,;4„si.;,ttr, ra�,� a�,�.....,� 20061 20071 2008 2009 2010 2011 20121 Actual) Actuall Actual Actual Actual Actual Actual( 434.257 468,115 325.000 125.000 15.311 200.000 91.972 51.659,655 126,822 8 27 %1 20161 Forecast) 39,0051 (169,773) 2 35 -9 99% 1 20171 2018 Forecast) Forecast 1 5360,000 1 5347,000 1 5334.000 SO 1 501 50 5722,000 1 5722,000 1 5722,000 5150,000 1 5150, 000 1 5150.000 5417,000 1 5432,000 1 5448, 000 501 50 1 50 519,000 1 520,000 1 520,000 51,668.000 1 51,671,000 1 51,674,000 2,000 1 3,000 1 3,000 0 12%1 0 18%1 0 18% Property Tax Contrib. from REET 459,652 472,796 360.000 125.000 15.311 230,000 35.901 $1,698,660 The State Legislature is looking at increasing the MVFT tax rate as part of the current budget ne- gotiations. Unfortunately, based on projections from the Municipal Research Services Center the added revenue would only add approximate- ly $68,000 annually to the current MVFT funding if approved by the State Legislature. Recommendation A.10 proposed the creation of a voter approved Transportation Benefit District (TBD) with 0.2% sales tax funding. Even with this dedicated funding, revenues would be estimated 25 435.257 477.524 391.000 125.000 26.966 0 73.140 51.528.887 Contrib from Gen Fund Other Sources for costs paid by the Street Fund on behalf of the other two funds. While legal and well- founded from an accounting sense, the revenue derived from Stormwater and Solid Waste represents significant costs to those funds that need to be covered by utility rate charges. 417.035 417.167 400.531 482.299 482.299 482.299 198.800 145.000 166,000 150.000 150.000 150.000 103.862 516.292 462.901 O 0 0 50.658 12.459 25.691 51.402.654 51.723,217 51.687.422 (126,233) _320,563 (35,795) -8 26 %1 22.85% -2 08% 1 20191 2020 2021 Forecast( Forecast Forecast 1 5321,0001 50 1 5722,0001 5150,000 1 5466.000 50 1 521,000 1 51.680,000 1 6,000 1 0 36 %I 389.531 482.299 250.000 150.000 522,759 0 18.611 5308.000 5295,000 5284,000 5o SO 50 5722,000 5722,000 5722,000 5150,000 5150,000 5150,000 5485,000 5504.000 5524,000 50 50 50 50 $22,000 523,000 000 1 525,000 $1,687,000 51,694,000 000 1 51,717,000 )001 13,000 59 %1 0 76% P° 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Bud. Est. Est, Est. Est. Est Est. Est. Est. Est Contrib from Solid Waste 2013 v Budget V. 394.000 i' e 0 `r 722.000 150.000 382.000 17,400 'N5, 51.813.2001 51,665.400 125,778 1 (147,800) 1�!!"` 7 45 %1 -8 15% t' l i 2022 202311,: Forecast Forecast) 1! 5269.000 1 50 5722 000 r 5150,000 15 5551,000 2023 Est at approximately $535,000 per year to start. If Council adopts Recommendation A.06 and di- rects the phase -out of General Fund subsidy of the Street Fund (currently $482,000) over a five year period, the new TBD will only produce a small net gain in funding for Streets. If Council either lengthens the phase -out period or would decide to retain partial General Fund subsidy, there would be even greater challenges placed on the General Fund. 4. Economic Development Fund: The unfortunate fact for the Economic Develop- ment Fund is that there is no on- going, dedicated funding. Absent the development of a dedicated funding source, the Economic Development Fund runs the almost certain risk of running out of its one -time funding. Revenues Intergovemmental Dept of Ecology Grant DCTED Grant Net Increase (Decrease) in Fund Balance Beginning Fund Balance Ending Fund Balance Settlement Cash Restncted Facade Program Cash Committed 1999 A ct ua l 3,202 19,913 2,784 8,214 To be successful, substantial on -going funding for Economic Development must be identified. Without an identified source of external funding, the City may have to consider re- classifying the fund away from a special revenue fund to, po- tentially, a sub -fund of the General Fund. Compounding the lack of any substantial, on- going funding source, the Economic Develop- ment Fund has been utilized for a variety of op- erating and capital uses. For the 2013 Budget, excluding the cost /re- payment associated with the Harbor Clean -up, operating costs substantial- ly exceed the resource contributions from utili- Working Draft Subject to Revision Economic Devel meM Fund Revenue 10 nd#Un Hist• 2006 2007 Actual Actual 2000 2001 Mtual Actual ale 2002 Actual_' 2003 01541 2004 A ct ua I 2005 Actual 200: Autuat 1 2009 2010 Actual Actual 2011 201 2013 Actual Actu I Budget 75,000 PDA Interest on Investments Parking Revenue Judgments and Settlements Miscellaneous Revenue Transfer from General Fund 50,000 25,000 25,000 25,000 25,000 40,585 35,000 Electric Utility Rural Econ Dev Fund Electric Fund 50,000 25,000 75,000 50,000 50,000 81,254 60,000 Water Fund 100,000 50,000 25,000 25,000 30,000 48,702 30,000 Wastewater Fund 25,000 25,000 30,000 48,702 30,000 Housing Rehabilitation Fund r 1,185 772 823 2,118 9,376 10,944 8,887 9,423 Community Development Grants Fund t 37,444 HarborOean -up 200.000 Total Revenues 2 03202 1 16/22.8..). 144 304,489 157,245 389,376 8,000, 587,928 427,944 231 ,286 229, 422'. 384,000 Expenditures by ObJect Personnel 73,736 76,115 77,787 81,824 82,980 152,925 61,102 3,322 Supplies 1,258 1,463 571 498 276 374 2,786 56 Charges For Services Professional Services Marketing Plan 16,361 Conference Center 300 5,000 Parking Development 6,038 4,344 E- nable Consulting 17,250 12,365 EconomicDevelopmentCoundl(EDC) 62,430 42,446 36,141 35,250 35,000 35,000 31,250 35,000 PADA Main Street Program 15,140 17,500 15,000 17,500 20,000 20,000 Oa Ilan Business Incubator (BI) 71,000 Rayon,er Property Dev &Harbor Planning 43,742 Project Support/Other 4,526 1,009 108 1,787 2,608 75,000 19,766 FaadelmprovementProgram OtherOrargesforSennces a 3,893 3,503 2,612 2,596 2,315 2,292 2,677 11,650 Transfer to Harbor Clean-up Transfer to OP Fund Harborworks Loan Write -off Total Expenditures 1 145,843 164,485 149,068 144,455 138,179 283,091 137,581 184,770 57,359 (44,572) 11,930 (7,326) 6,480 21,398 19,664 204,606 57,359 12,787 24,717 17,391 23,871 45,269 64,933 26 127 235,000 25,000 60,000 30,000 30,000 The most recent infusion of funding came as a result of the settlement with the State of Wash- ington over the graving yard issue in the harbor. While producing $7,500,000 in revenues assigned to the Economic Development Fund, the City should have recognized the clear nature of this one -time funding. 50,000 20,000 482 245,142 362,446 129,508 106,286 98,188 24,444 64,000 7,500,000 60,000 25,000 60,000 30,000 30,000 6,796 59,580 69,865 73,183 76,146 79,427 80,100 559 462 494 2,051 688 6,050 700 20,000 20,000 65,000 40,465 7,325 60,000 25,000 60,000 30,000 30,000 25,000 60,000 30,000 30,000 115,992 15,000 15,000 20,000 20,000 85,250 78,750 99,466 48,657 33,953 592,928 1,046,002 1,54 7,864 7,500,000 5,350,000 4,850,000 153,242 25,000 40,000 30,000 30,000 25,000 40,000 30,000 30,000 15,000 15,000 20,000 20,000 5,928 '132 157,129 60,000 30,000 30,000 120,000 86,945 115,926 35,570 200,000 32,400 22,000 95,000 19,930 39,769 25,080 60,000 16,608 5,096 6,121 9,838 9,883 12,154 12,100 200,000 2,000,000 259,730 891,337 2,300,000 811,000 570.450 176 753 2,284,854 xzzAlcl., 1,089,527 1,168,749 2739 682 1,293,900 7,823,389 (1,696,926) 155,104 (858,241) (939,633) (2,293,177) (909,900) 269,539 8,092,928 6,396,002 6,551,106 5,692,865 4,753,232 2,460,055 692,681 606,910 630,519 4,866,870 4,045,994 1,745,594 133,312 100,326 83,542 t These transfers are for the Facade Improvement grant program HarborWorks PDA received a total of $650,000 In loans from the City ($150,000 In 2008, and >500,000 In :009) These loans have been reclassified as long -term liabilities on the financial statements (and therefore will not be shown as expenditures in the budget) Other Charges for Services indudes communications, travel &training advertising, utilities, repairs maintenance. and dues /subscriptions 60,000 30,000 30,000 15,000 15,000 20,000 20,000 471,619 934,994 143,542 Ending Fund Balance 57,359 12.787 24717 17391 238 45,269 64.933 269,539 8,092.928 6,396.002 6,551,106 5,692,865 4 753 232 24460255 1,550,155 ties plus interest earnings operating costs are continuing to erode the Economic Development fund balance to the tune of nearly $100,000 per year. In the Program and Services Plan scheduled for 2014, we will be going in depth on the Economic Development Fund to make recommendations to Council regarding the potential for future dedi- cated revenues as well as establishing more de- tailed policy guidelines on how the remaining (and future) funds should be utilized. 5. Utility Funds: {UNDER DEVELOPMENT} 6. Equipment Services Fund: {UNDER DEVELOPMENT} 7. Information Technology Fund: {UNDER DEVELOPMENT} 8. Self Insurance Fund: {UNDER DEVELOPMENT} 9. Firemen's Pension Fund: {UNDER DEVELOPMENT} 10. Esther Webster Fine Arts Center Fund: {UNDER DEVELOPMENT} 11. Debt Service: The City, for 2013, is currently paying on 23 debt service issues related to: Voter- approved bond Un- limited Tax Gen- eral Obligation (UTGO) bonds; Council- approved Limited Tax General Obli- gation (LTGO) bonds; Utility Revenue bonds; Public Works Trust Fund loans (PWTF); Drinking Water State Revolving Fund loans (DWSRF); State Revolving Fund loans (SRF); and Capitalized long -term lease obligations If used strategically, debt can provide a sustaina- ble means for addressing critical capital infra- structure needs. Debt financing allows both cur- rent users and future users to pay for projects that they benefit from. Most, if not nearly all, of the City's debt involves fairly large public works related capital construc- tion projects. These projects provide additional benefit to the community in creating contract/ sub contract work for local contractors, construc- tion jobs for local workers and construction sup- ply work for a variety of local companies. Conversely, if the City fails to adequately consid- er its total debt obligation it can create a reality for residents and businesses alike whereby resi- dents and businesses are hard pressed to be able to sustain the higher taxes and utility rates re- quired to pay off the accumulated debt. The City must consider the total overall cost to its resi- dents and businesses prior to any future issuance Working Draft Subject to Revision 27 of debt. In the chart below, you can see how the layers of debt have been built -up during the period of 2001 2036. To help understand the nature of the debt, we have color -coded the debt to group it according to the underlying source of funding for repayment of the debt: Un- limited tax general obligation (UTGO) debt green layer at bottom of graph. Debt is paid by excess property tax levy approved by voters. Will be fully amortized in Novem- ber, 2015. Limited tax general obligation (LTGO) debt red layer immediately above the UTGO debt. Most notable is the $1,000,000 balloon pay- ment due in 2021 for the Niichel property. Payments are from the General Fund. REET -1 debt light green sliver above and adjacent to the UTGO LTGO debt. Public Work Trust Fund loans for street related improvements. Debt service paid by real estate excise tax. Electric Revenue Bonds yellow layer. Debt payments are from electric utility rates. Water Wastewater Stormwater Revenue Bonds blue layer. Debt payments are from utility rates. Water PWTF DWSRF loans light blue lay- er. Debt service paid by utility rates Wastewater Non -CSO Projects orange lay- er. Public Work Trust Fund (PWTF) loans related to treatment plant improvements. Wastewater Combined Sewer Overflow (CSO) Project magenta layer. PWTF State Revolving Fund (SRF) loans plus esti- mates of costs associated with future draws from authorized loans for Phase 1 and esti- mated PWTF loan for Phase 2. Solid Waste Transfer Station operating debt gray layer. Debt service associated with the contract to operate the transfer station and build necessary infrastructure at trans- fer stations Solid Waste Transfer Station Bluff Stabiliza- tion brown layer. Estimate of revenue bond to fund $15.5M of work at the transfer station $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 Working Draft Subject to Revision Table Total Debt Service S 0 0 0 0 0 0 0 S N N N N N N N N N Un- limited Tax General Obligation IJTGO Bond (voter- approved) Limited Tax General Obligation LTGO Bonds (Council approved) REET -1 Public Works Trust Fund Loa ns Electric Revenue Bonds Water+ Wastewater+ Stormwater Revenue Bonds Water Public Works Trust Fund PWTF and Drinking Water State Revolving Fund DWSRF Loans Wastewater PWTF Loans Non -CSO Projects Wastewater PWTF and State Revolving Fund (SRF) Loans CSO Project* Solid Waste Transfer Station Operating Debt Solid Waste Transfer Station Bluff Stabilization Revenue Bond* Source: City of Port Angeles Finance Department O N N M in ID N. CO 0 0 .i N M tr t0 I O 01 0 r1 N M R Ln to N N N N N N N N N .-1 N N N N N N N N N N M CO M M m 01 M O 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 N N N N N N N N N N N N N N N N N N N N N N N N N N NOTE: "Includes estimates of future debt to be issued, loan draws to betoken or loans to be approved. 28 The voter approved debt obligation will be fully amortized in 2015 opening the door for a poten- tial voter approved authorization for a variety of projects including renovations to Civic Field, Vern Burton Center, potential police station and other projects yet to be identifies. Of significant concern is the $1,000,000 balloon payment due in 2021 on the LTGO bond issued for the Niichel property purchase adjacent to the Transit Center. When originally conceived, the City set aside $750,000 in reserves toward the balloon payment and projected that interest earnings combined with parking tax payments would produce enough cash to make the yearly debt payments plus allow the reserve fund to grow to the $1,000,000 level by the balloon pay- ment date. Unfortunately, the severe economic recession has eroded the reserve balance where- by we project a potential shortfall of approxi- mately $430,000 of additional funding being needed at the start of 2021 to make the balloon payment. To meet the future payment, the City will need to start setting aside approximately $60,000 per year between now and 2021 to have the funding necessary for the balloon payment. For the utility- related debt, the challenge is not so much with the total amount but with the concur- rent timing of all of the accumulated debt. Had the City undertaken some of the obligations in the 1980's or even the 1990's, the debt structure would be significantly different. Projects that could have started in the 1980's or 1990's would have been paid off and funding for the landfill bluff stabilization could have been done on a con- tinuation basis rather than as another new layer of debt. With the City's current and anticipated debt structure, especially for utility- related debt, there is no opportunity for relief until 2029 at the earli- est and final debt payments will not be due until 2034. Unfortunately, the current and projected debt does not factor in future debt associated with replace of deteriorating infrastructure in the electric, water and sewer systems. Much of that infrastructure is either hidden be- low ground or for the electric system, hidden in plain sight, where it is hard for the average citizen to appreciate the condition, wear and tear on electric lines, transformers and switches needed to delivery reliable electricity to residents and businesses in Port Angeles. Working Draft Subject to Revision 29 F. ABILITY TO PAY ANALYSIS: 1. Defining What is Ability to Pay: Defining what is meant by "Ability to Pay" is not just an economic calculation. We also need to consider demographic and political factors. In a traditional discussion of ability to pay, we would look at disposable income, the income remaining after required tax payments, as the primary factor in determining what a family or business could afford to pay for City services. For Port Angeles, the term "City Services" includes the traditional taxes paid for public safety and general services plus the utility rates and utility taxes paid for nearly all of the utilities consumed by a resident or business in Port Angeles. Unlike most cities in this state, Port Angeles supplies the electric, water, wastewater, stormwater, solid waste and Medic 1 services through a City -owned public utility. Most other cities have a combination of utility pro- viders that include city /county owned utili- ties as well as privately owned utilities. The one -stop shop for utility service in Port Angeles has its benefits and drawbacks. Citi- zens and businesses only have to contact the City to gain access to a complete menu of utility offerings without having to contact multiple providers. At the same time, the concentration of services also serves to con- centrate payments to a single provider that in other cities are spread -out to multiple pro- viders. The concentration of utility payments allows citizens and business to better understand the total cost of the utilities they are consum- ing because they can easily monitor their single bill on a monthly basis rather than hav- ing to collect billings from multiple providers. Earlier in this report, Table 2 highlighted Household Income from the U.S. Census Bu- reau 2007 2011 American Community Sur- vey 5 -Year Estimate. Information from that report highlights that nearly 58% of Port An- geles households have annual household income less than $50,000. In comparison, the estimate for Washington State is that 42% of household in the state have incomes Tess than $50,000 Port Angeles has over a third more households having income less than $50,000 than the state taken as a whole. More interesting is the comparison of Gross Rent as a Percent of Household Income. In the chart below, it is abundantly clear that households in Port Angeles are spending significantly more of their household income on rent than the rest of the state. Gross Rent as of Household Income Less than 15.0% 15.0% 19.9% 20.0% 24.9% 25.0% 29.9% 30.0 34.9% 35.0% or more 1 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% Less than 15.0% It is, probably, nearly impossible to develop a mathematical formula that Port Angeles could afford "X increase in utility rates or taxes but not "Y In reality, all residents and business are very individualized. One business may have a better opportunity pass -along smaller cost in- creases than another. One family might be less able to afford a utility rate increase than another family because the former family has to pay for health care out of pocket and the latter is cov- ered by health insurance. Nevertheless, it is relatively easy to paint a pic- ture that economic environment for Port Angeles and its residents and businesses is very chal- lenged by the limited amount of household in- come compared to the rest of the State. Port Angeles could be likened to the camel awaiting the next straw to be added to the load. Eventually the camel will break -down not be- Working Draft Subject to Revision Table 3.0 Gross; Rent as Percent of Household Income Washington State Washington State Est. of Est. of Households i 98,1601 114,952 1 119,313 11D,799 84,486 35,372 30 Households 17.43 %l 20.41 %l 21.19% j 19.68 %1 15.00 %j 6.28% Clearly, the Tess you pay for rent, the more dis- posable income is available for other uses includ- ing utility payments. City of Port Angeles Est. of Households 280 273 424 517' 288 1.741 16 in Washington State Est. of Households City of Port Angeles Est. of Households Source: US Census Bureau 2007 201.t American Community Survey5 Year Estimate Gty of Port Angeles Est. of Households 7.95% 7.75% 12.04% 14.67% 8.17% 49.42% 15.0% 19.9% 20.0% 24.9% 25.0% 29.9% 30.0% 34.9% 35.0% or more cause of the last straw but because of the aggre- gate total of straw including costs from the City of Port Angeles, the State of Washington, the federal government and the private sector straws for gas, healthcare, and everything else needed to sustain their lives. 2. Comparable Communities What are They and Why: {UNDER DEVELOPMENT} 3. Demographic Economic Comparisons: We can tell a lot about a community by the use of statistics that chart age demographics, eco- nomic factors, household income and a host of other data points. And while we can chart and graph all of this "stuff" we also need to recognize that it is impossible to chart or graph the heart and soul of Port Angeles. How do you chart a community coming together to build the new Shane Park playground? Or what kind of graph can we use to tell the story of We will look at demographic and economic data in an attempt to help us understand the challeng- es we face as a community. Some of that infor- mation is very easy to understand while other information will take some thought to get to the point of the message. As we look at this data, we need to keep in mind that charts, graphs and data cannot tell the whole story but we need to build a base of knowledge that will facilitate mak- ing assumptions and projections for the future of Port Angeles. One of the first factors to look at is what does Port Angeles look like from a demographic per- spective how many children do we have, how many seniors do we have? With a better under- standing of how we look from a demographic point of view, the easier it will be to understand what services may be increasing in demand, what service demands may be lessening, what time of Actual 1970 1980 1990 2000 2007 Oct. 1 Head- count 1 4,957 4,688 1 4,978 4,832 1 4,281 It should not be surprising that school enrollment is shrinking when we examine the number of adults in prime parenting ages of 20's 30's. When you combine that information together with household income, it is easy to extrapolate that families may be in a difficult position of hav- ing to decide if they can afford to have another child. In addition, what is the impact of single parent families on needing services from the City or so- cial service agencies? Do we need to develop programs and services that can assist single parent families who may lack the flexibility to transport children to soccer or baseball practice or a doctor's appointment, or a dance class? Those very same challenges may also hold true Working Draft Subject to Revision Projection 2008 Est. 2013 Est. 1 2018 Est. 2023 Est. 1 2028 Est. day we may need more services and numerous other questions. The median age in the Port Angeles micro area is 31% older than the median age in Washington State what does this mean for service demand in Port Angeles? Almost 24% of Port Angeles is age 65 and older in comparison to 12% for Wash- ington State. Looking at that sliver of data, a substantially older population may place heavier demands on health care, emergency medical services, and the need for assisted living. Addi- tional demands may be for recreational activities to occur during daylight hours, need for curb cuts to allow for easier access by wheelchairs and /or walkers, opportunities for seniors to volunteer or "give back." The Port Angeles School District, in their 2008 Demographic Study Enroll Projections by Keith Bigelow and John Fotheringham noted in their Summary of Enrollment Projections the follow- ing: Oct. 1 Head- count 4,206 4,124 1 4,217 4,309 1 4,326 for a 2- parent family where both parents do not work the same schedule. How should the City design programs and services to factor in the ever more common non traditional family? In looking at educational attainment, we can begin to see one of the challenges faced by our emerging high tech composite industry and oth- ers the lack of a highly trained workforce. State -wide nearly 41% of the population has an Associ- ate's degree or higher compared to 34% in Port Angeles. The recent work by Peninsula College in developing programs to help close the gap in ed- ucation and skills will be very important to attracting new high tech businesses to the com- munity. Educational Attainment for Population 25 Years and Over Less than 9th grade 9 12 grade, no diploma High school grad. or GED Some college, no degree Associate's degree Bachelor's degree Grad. or Prof. degree Working Draft Subject to Revision Talile'Sa) EducationalAttainment 35.00% 30.00% 25.00% 20.00% 15.00% 10.00% 5.00% 0.00% Washington State Washington State City of Port Est. in Age Est. of Total Angeles Est. Group Population in Age Group 180,878 273,053 1,058,586 1,114,198 418,109 891,4;x0 500,342 .7 \o a c e e c \o e o,� a °e o° a ta o a B o a Sy ca e� ve '0' r r s e c c,)" �Ni 0 4. What Does It Mean: {UNDER DEVELOPMENT} G. POLICY REVIEW ANALYSIS: {UNDER DEVELOPMENT} H. RELATIONSHIP TO BUDGET DEVELOPMENT: I. BENCHMARKS PERFORMANCE MEASUREMENT: {UNDER DEVELOPMENT} J. SUMMARY CONCLUSION: {UNDER DEVELOPMENT} 1. Financial Plan Summary: {UNDER DEVELOPMENT} 2. Program Services Plan Review: {UNDER DEVELOPMENT} 32 4.08%1 6.15 23.86 25.11 %1 9.42 %j 20.09 11.28 Sou "e:r`uSfGeiisiist8uea ud20074L011 anYComm 'niryS`u'rvey!S =Yea�E aYea 270 708 3,782 4,008 1,415 1,860 1,338 City of Port Angeles Est. of Total Population 2.02% 28.26% i.. 29.95%;...; 10.57% 10.00% Washington State Est. of Total Population III City of Port Angeles Est. of Total Population 3. Next Steps: {UNDER DEVELOPMENT} I11. APPENDIX: A. FINANCIAL POLICIES B. MUNICAST PROJECT DETAIL C. CAPITAL PROJECT FINANCIAL STATUS