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09-01-2010 VC B WS-MMINUTES OF THE BUDGET WORKSHOP SESSION • VILLAGE COUNCIL OF NORTH PALM BEACH, FLORIDA SEPTEMBER 1, 2010 Present: William L. Manuel, Mayor Darryl C. Aubrey, Sc.D., Vice Mayor David B. Norris, President Pro Tem T.R. Hernacki, P.E., Councilman Robert A. Gebbia, Councilman Jimmy Knight, Village Manager Melissa Teal, CMC, Village Clerk ROLL CALL Mayor Manuel called the meeting to order at 7:42 p.m. All members of Council were present. All members of staffwere present, except the Village Attorney. Finance Director Samia Janjua and Community Development Director Chuck Huffwere present. BUDGET RECAP • budget reduction of $1,381,695 or 7.1 % over the past 4 years (FY 2006-07 - FY 2009-10) • ad valorem tax reduction of $997,873 over the past 4 years (FY 2006-07 - FY 2009-10) • Village obtained $3.3 million in local, state, and federal grants over the past 4 years • all General Fund debt service instruments (5 loans) have been paid off • proposed decrease in FY 2011 ad valorem revenue of $1,082 or .009% from FY 2010 • undesignated fund balance of $8,490,216 or 47% of the proposed budget for FY 2011 • total gross taxable value of Village properties for FY 2011 is $1,528,438,704, areduction of $144,806,970 or 8.7% from FY 2010 - a loss of $851,738 in ad valorem revenue • projected revenues of $7,255,504 from all other revenue sources (non-ad valorem) comprise 39.8% of FY 2011 budget • combined expenses for FY 2011 (including changes) total $18,222,547 Mr. Knight reviewed property assessed valuations from 1998 - 2011, and noted that the assessed value of property in the Village of North Palm Beach is almost back to 2005 levels (1,438,036,209) from a high of $2,028,911,987 in 2008 COUNTRY CLUB BUDGET CHANGE • increase salary and benefits in Food & Beverage by $6,958 (car and phone allowance) • restaurant property taxes of $10,965 • net budgetary impact of $17,923 results in contingency of $180,699 Mr. Knight advised that Section 196.199(4), Florida Statutes, provides that property owned by a municipality, but subject to a nongovernmental lease, is subject to ad valorem taxes, which are • assessed based on the use of the property on January 1st. Mr. Knight reported that because the Village had a lease agreement with Peas & Carrots for the Country Club restaurant on 1/1/2010, it is required to pay property taxes for the restaurant. Minutes of Village Council Budget Workshop Session held September 1, 2010 Page 2 of 3 ALTERNATE REVENUE SOURCES • Mr. Knight reviewed a comparison of proposed millage rates in surrounding municipalities. Mr. Knight detailed alternate sources of revenue. Mr. Knight discussed anon-ad valorem assessment for solid waste and reported the projected monthly cost would be $26.31 for single- family households and $9.90 for multi-family households. Mr. Knight noted that 67% of households in the Village are multi-family. Mr. Knight provided a comparison of sanitation fees and services in other area municipalities, along with the service provider and method of invoicing. Mr. Knight reviewed a tax roll preparation chart detailing the timeline for actions required to impose anon-ad valorem assessment. COST REDUCTION STRATEGIES Mr. Knight detailed efforts to reduce personnel costs since FY 2007, including organizational restructuring and outsourcing lower-skilled labor positions. COMPENSATION OVERVIEW • 0% market or cost-of-living (COLA) adjustment • personnel wages and benefits total $12,876,833 or 71% of FY 2011 overall budget • merit increases account for .59% of FY 2011 overall budget • 15% defined contribution pension plan (mandatory for newly hired non-union eligible GE and FPE employees and non-certified PBA union eligible employees) Mr. Knight provided an overview of compensation for general, FPE, and police and fire employees and briefly discussed certain impacts related to health insurance legislation. OPERATING, CAPITAL, DEBT SERVICES • total FY 2011 operating costs are $4,092,314 • total FY 2011 capital costs are $318,098 • as of 8/27/2010, Village is debt free MILEAGE SELECTION OPTIONS • FY 2010 millage rate of 6.90 resulted in ad valorem revenue of $10,968,125 • FY 2011 rolled back rate of 7.4802 would result in ad valorem revenue of $10,967,043 • .10 mil = $146,614 Regarding Council consideration of the FY 2011 millage rate, Mr. Knight described issues that could • affect the budget in subsequent years, including increased operating costs, and healthcare and contractual benefits costs; continued decline in state revenues; additional federal, state, and county unfunded mandates; and further decline m property values. Mr. Knight noted that the future rolled back rate would be determined by the amount of ad valorem revenue generated this fiscal year. Minutes of Village Council Budget Workshop Session held September 1, 2010 Page 3 of 3 MILEAGE SELECTION OPTIONS continued . Mr. Knight reviewed three alternates for the FY 2011 millage rate, ranging from 6.9723 to 7.10, as compared to the FY 2010 millage rate and budget. Discussion ensued on the anticipated budget surplus for FY 2010, as well as funds expended from Village Council and Village Manager contingency. Discussion took place regarding reducing the millage rate for FY 2011 below the 7.4802 rolled back rate. Mr. Knight advised that reducing the millage rate to 6.9723 would reduce the budget $551,000 and lower taxes by $745,000. Mr. Knight explained that the rolled back rate is the rate needed to equal the same revenue plus any new construction. Mr. Knight noted that revenue from new construction would be minimal, as the Village is a built-out community, capital expenses and personnel costs will increase; therefore, it is likely that Council would need to increase the millage rate in FY 2012 above the rolled back rate. It was suggested that Council could consider funding some future capital projects from the undesignated reserves. Council consensus was to reduce the FY 2011 millage rate to 6.9723. Mr. Knight related that with the further reduction for FY 2011, since 2007 Council has reduced the budget by $1,932,561, reduced ad valorem taxes by $1,743,609, and paid off five loans. ADJOURNMENT With no further business to come before the Council, the meeting adjourned at 8:30 p.m. ~ ~~~~~/~~ C' i22~ Melissa Teal, CMC, Village Clerk •