HomeMy WebLinkAboutMinutes - Minutes - City Council - Meeting Date: 9/21/2004 * PLEASE NOTE: Since the Glendale City Council does not take formal action at
the Workshops; Workshop minutes are not approved by the City Council.
MINUTES
CITY OF GLENDALE
CITY COUNCIL WORKSHOP
September 21, 2004
1:30 p.m.
PRESENT: Mayor Elaine M. Scruggs, Vice Mayor Thomas R. Eggleston, and
Councilmembers Joyce V. Clark, Steven E. Frate, David M. Goulet,
H. Phillip Lieberman, and Manuel D. Martinez
ALSO PRESENT: Ed Beasley, City Manager; Pam Kavanaugh, Assistant City
Manager; Craig Tindall, Acting City Attorney; and Pamela Hanna,
City Clerk
1. CARDINALS/ARIZONA SPORTS AND TOURISM AUTHORITY FINANCING
PLAN
Mr. Beasley explained Council asked at its last workshop to have certain components of
the Cardinal/AZSTA financing plan brought back to Council for further discussion. He
said Mr. Tindall, Acting City Attorney, has been working with the Cardinals and AZSTA
on these issues. He explained later this week Council would receive revenue and
expense report as well as background information on the status of the lease, which will
be brought forward to a Council workshop in two to three weeks. He said there have
also been new developments with regard to permit fees and Council's questions
concerning the dissolution of the CFD.
CITY STAFF PRESENTING THIS ITEM: Mr. Craig Tindall, Acting City Attorney.
This is a request for the City Council to direct the City Manager to finalize a
Memorandum of Agreement with the Cardinals and the Arizona Sports and Tourism
Authority to finance stadium-related infrastructure improvements.
The goal is to finalize an agreement with the Arizona Cardinals and the Arizona Sports
and Tourism Authority (AZSTA) that incorporates the components provided to the City
Council at the September 7, 2004 Council Workshop in relation to the Cardinals/AZSTA
Alternative Funding proposal in an effort to deliver the best possible sports facility and
public infrastructure to the community, the residents of Glendale, and the National
Football League (NFL).
On July 13, 2004, the City Council approved a resolution authorizing the City Manager
to continue negotiations with the Arizona Cardinals and AZSTA concerning utilizing
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AZSTA bonds instead of a Community Facilities District (CFD). Prior to the
AZSTA/Cardinals proposal to finance the infrastructure, the CFD was put in place as
the financing mechanism.
Since July 13, 2004, staff has been working with the Cardinals and AZSTA to define the
conceptual finance structure. Staff also continued to analyze another finance plan, the
MPC, as an alternative to the plan provided to the Council in a memorandum on August
12, 2004.
On August 12, 2004 the MPC method was provided as another alternative given certain
unfavorable aspects of the AZSTA proposal, as originally presented. Since then, staff
has continued negotiations with the Cardinals and AZSTA and presented a revised
Cardinals/AZSTA finance plan to the Council at the September 7, 2004 City Council
Workshop.
The City and AZSTA entered into a development agreement in August of 2002 and
September of 2002. Each agreement was amended in July of 2003. At the July 1,
2003 City Council Workshop, staff provided an overview of the CFD process. On July
22, 2003, the City Council adopted Resolution No. 3699 to form a CFD. On April 27,
2004, the City Council met as the CFD Board of Directors. On July 13, 2004, the
Council adopted a resolution to conceptually approve an alternate AZSTA funding
approach. Staff provided two alternatives to the Council at the September 7, 2004 City
Council Workshop. Council directed staff to continue negotiations with the
Cardinals/AZSTA on their alternative funding approach, include the advantages
presented on September 7, 2004, and provide the revised agreement at a future
Council workshop.
Staff recently met with the Cardinals/AZSTA to review an updated version of the
Memorandum of Agreement and is prepared to outline in detail to the Council changes
that have recently been made in an attempt to finalize the Memorandum of Agreement.
The economic benefits to the community include:
• Increased sales tax revenue from future development,
• Creation and retention of jobs in Glendale,
• A quality commercial development,
• Delivery of a state-of-the-art sports facility to the community,
• Provision of needed infrastructure improvements,
• Provision of a minimum 4,000-5,000 overflow parking spaces for game
days,
• Allow 4,000-5,000 overflow parking to also be used as youth fields for the
community,
• Enhanced synergy with adjacent developments,
• Extension of 95th Avenue improves traffic flow for the Sports Complex, and
• Minimizes neighborhood - impacts east of 91st Avenue
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The elimination of the CFD will not impact the finances of the City.
Excess excise taxes would be received by the City and used for additional services.
The options considered were for the City Council to review the Cardinals/AZSTA
revised alternative funding approach.
The recommendation was for the City Council to direct the City Manager to finalize a
Memorandum of Agreement with the Cardinals and the Arizona Sports and Tourism
Authority and bring it forward to the Council for formal approval.
Mr. Craig Tindall, Acting City Attorney, stated they have reached a form of agreement
that is consistent with the direction City Council provided at their last workshop,
although a few issues are still being negotiated. He explained the AZSTA will now
issue the debt that the city was previously obligated to issue; therefore, some of the
revenue sources have been shifted to pay for the debt service on the bonding issue.
He said the city would continue to construct some of the roadway improvements around
the stadium. He stated permitting issues are still being discussed, but both parties
recognize their respective needs and are working to resolve the issues. With regard to
maintaining the turf fields, Mr. Tindall said the authority rightfully pointed out that it is
their responsibility to clean up and repair the fields after they have been used for an
event. He noted there are no restrictions on the charges the city can impose on the use
of the field for non-stadium related events. He said the timing of when the Community
Facilities District might be dissolved has been discussed and the parties agree the
benefit of the CFD will diminish once the bonds are issued. He stated the
indemnification provisions in the earlier agreement have been restructured and
reworded in a manner that is now consistent with standard bond related documents.
Councilmember Martinez asked if Council is being asked to give direction to proceed
with the final agreement. Mr. Tindall responded yes. Councilmember Martinez pointed
out some issues has not yet been resolved. Mr. Tindall agreed; stating, however, the
proposed agreement is very close to final form. Councilmember Martinez asked if the
agreement would be brought back to Council once it has been finalized. Mr. Beasley
said most of the issues have been addressed and the agreement is consistent with the
direction given by Council at its last meeting. He stated the two remaining issues relate
to the amount and timing of the permit fees and dissolution of the CFD. He said staff
would like to place the item on the Council's September 28 agenda. Councilmember
Martinez noted there is no Exhibit B in his copy of the agreement. Mr. Tindall explained
the exhibits are still being prepared.
Mayor Scruggs asked Mr. Tindall if he is comfortable with the language of the
agreement in regards to the permit fees and CFD resolution. She asked Mr. Tindall to
explain the permit fee and CFD issues. She said the agreement requires the city to put
in an order for the City Council to approve a resolution calling for the resolution of the
City of Glendale CFD No. 1. Mr. Tindall explained the agreement no longer includes a
contingent resolution to dissolve the CFD; stating the resolution to dissolve will be put
forth when the proper time comes, once the bonds have been sold. Mayor Scruggs
pointed out Council's direction at its last workshop was for staff to develop language
that would alleviate any concerns the Cardinals or AZSTA might have about the CFD
imposing a property tax while still protecting the city's rights. She said the proposed
Memorandum of Agreement mandates the city enter into a resolution ordering the CFD
Board of Directors to dissolve at a certain time. She asked if that language would be
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deleted. Mr. Tindall said the language has already been removed.
Mayor Scruggs asked where they stand on the permitting fee issue. Mr. Beasley
explained the fees would equate to approximately $500,000 more than originally
estimated because of changes in project schedules and attempts to meet the
construction schedule. He said the amount is no longer an issue, but how and when
the fees will be paid are still under discussion. He stated, while the parties agree the
project needs to move forward quickly, it is also acknowledged that the city should be
made whole in the process.
Councilmember Lieberman pointed out the agreement calls for the city to be
responsible for any additional costs and expenses associated with permitting for the
facility. He asked if staff is confident that the city will not be burdened with any other
additional costs or expenses, beyond the $500,000 already mentioned. Mr. Tindall
explained $1,195,785 is the amount needed for the standard processes currently
underway. He said an additional amount has to be made available for overtime with
shift differential. He stated the AZSTA has agreed to make this additional amount
available.
Councilmember Lieberman stated he is not comfortable voting on the final agreement
at the Council's next regular meeting if a lot of changes will have been made. Mr.
Tindall stated the substance of the agreement would remain the same. Councilmember
Lieberman asked if the language concerning additional costs and expenses associated
with overtime, shift labor or other acceleration constituting a cost being borne solely by
the city would remain in the agreement. Mr. Beasley responded no, explaining the
parties have agreed to pay $500,000 for additional costs should overtime be expended.
He said the only remaining issue is when that will be paid, at Certificate of Occupancy
or as the work is dispensed. Councilmember Lieberman asked how soon Council could
get a copy of the final agreement, stating he will not approve the final document until he
has had a chance to review it. Mr. Tindall said staff would do what it can to provide a
copy of the final agreement to Council by Thursday. He stated the proposed
agreement addresses only specific provisions of the original agreement.
Councilmember Lieberman asked that the final agreement make reference to the
original contract agreement, noting there is nothing in the agreement that indicates how
the city will get paid for their share except in terms of an audience level of over 42,000
and over 40 years.
Mayor Scruggs asked if the original agreement ever called for the city to be reimbursed
for its costs. Mr. Lynch clarified the city's costs of infrastructure were never to be
repaid. He said the original agreement had proceeds generated by the stadium paying
off the CFD bonds, but under the new agreement, those funds will be used to repay the
bonds being issued by the AZSTA.
Councilmember Lieberman asked about the $4.2 million included in the first agreement.
Mr. Lynch explained the city was only to be reimbursed if there were direct payments to
the Cardinals or to the City from the Cardinals.
Mayor Scruggs asked if Councilmember Lieberman is referring to the original
agreement or the July 2003 amendment to that agreement. Mr. Lynch stated he is
referring to the July 2003 amendment. He explained the contributions of the sums
required to be contributed originally assumed the city was selling the bonds. He said
the city is no longer selling the bonds so, while the $4.2 million still goes into the project,
it is no longer a contribution through the city's bond sale.
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Councilmember Lieberman asked who controls how the $4.2 million will be used. Mr.
Lynch said a number of components of city infrastructure are being built, with some
being funded through the city's CIP contribution and others being funded through the
AZSTA bonds. He clarified the monies referenced in Section 2.3 will be used to meet
the city's infrastructure costs, but will not come to the city directly as city funds.
Mayor Scruggs asked for confirmation that the language on Page 3 of the agreement
that reads, `Additional costs and expenses associated with such overtime or shift labor
or other acceleration shall constitute a cost to be borne solely by the city and not by the
Cardinals or the Authority" is going to be deleted. Mr. Beasley stated the language will
either be amended or deleted, but it will be made clear that there will be an additional
$500,000 for the purpose of overtime and shift differential. Mayor Scruggs asked if the
city is responsible for any additional costs that exceed the $500,000. Mr. Beasley
responded yes; stating, however, staff has estimated the overtime costs to be $300,000
to $500,000.
Councilmember Clark asked if $500,000 could be stated as a cap. Mr. Beasley
answered yes, stating he does not believe the Cardinals or AZSTA want to exceed
$500,000.
Mayor Scruggs pointed out the city put over $2 million into the budget for additional
inspectors, engineers, planners and so forth. Mr. Horatio Skeete, Deputy City Manager,
said he has reviewed the estimate and believes $500,000 will be sufficient to cover the
overtime costs associated with the rest of the project.
Councilmember Martinez said, based on the experience to date, have inspectors been
able to keep up with the schedule. Mr. Skeete said they are being adequately served
with a six day per week schedule; however, they will evaluate the schedule to ensure it
is efficient given the number of inspections being conducted.
Mayor Scruggs referred to Page 8 Section 3.3, confirming the Council can expect new
language that no longer mandates the City Council to pass a resolution requiring the
CFD Board to dissolve. Mr. Tindall agreed, stating the language will call for the CFD's
dissolution at the appropriate time.
Mr. Tindall confirmed for Mayor Scruggs there would be additional language on Page
14 of the document that refers to the $500,000.
Councilmember Lieberman referenced Page 12, stating he thought the number of
overflow parking spaces was going to be reduced to 4,000. Mr. Tindall noted Section
4.1B states the overflow parking requirement will be reduced to 5,000 spaces if the city
provides 1 ,500 spaces in the youth sports fields. Councilmember Lieberman asked if
the city or AZSTA would pay to maintain the sports fields. Mr. Tindall said the AZSTA
would provide a maximum of $1 million to be used toward the sports fields.
Mayor Scruggs pointed out advertising is not permitted on the sports fields, asking if the
sponsors of amateur or youth teams will be allowed to display banners. Mr. Tindall said
the city and the AZSTA are discussing allowing temporary advertising. Mayor Scruggs
asked if there would ever be situations where events will be held concurrently at the
sports fields and the stadium. Mr. Tindall responded no.
In response to Councilmember Lieberman's question, Mr. Beasley explained garage
space that becomes available as the property develops could be used for overflow
parking purposes.
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Councilmember Clark referred to Page 9 Section 3.6, stating the Council directed staff
to ensure the city was not placed in the position of guaranteeing or assuring the AZSTA
bonds. Mr. Tindall explained Section 3.6 does not state the city will be securing
payment, but that the city will participate in the preliminary official statement that
describes the bond and the security.
Councilmember Clark asked what is in first position in terms of securing the bonds. Mr.
Art Lynch, Chief Financial Officer, clarified Section 3.6 refers to disclosures to the
marketplace. He said the guarantee issue is covered under IV on Page 5, which states
the completion bonds shall be the pledge of and payment of the AZSTA and the city's
pledged stadium excise taxes. Councilmember Clark asked what funding source the
AZSTA is relying upon to repay the bonds. Mr. Lynch said they are relying on a mix of
funding sources, but the bonds will be Senior Bonds backed by state revenues coming
to the AZSTA. Councilmember Clark asked what funding source takes second position
for the bonds. Mr. Lynch said the financial structure calls for revenue streams
generated by the stadium to be used first, with the city's excise taxes taking the second
position. Councilmember Clark reiterated the Council does not want to be responsible
for the bonds. She asked if the AZSTA would still have the authority to issue the bonds
if the city did not participate. Mr. Lynch said, in his opinion, they could.
Councilmember Lieberman noted ADOT is responsible for the DCR approval cost for
the 59th Avenue overpass, asking if that means ADOT will be paying for the overpass.
Mr. Skeete clarified DCR stands for Design Concept Report. He said the city is
responsible for construction of the Maryland overpass and funding has been secured
through MAG and ADOT. He stated, however, the city will likely have to front the
money to accelerate the overpass because the ADOT funding schedule does not show
the project until 2007/2008. Councilmember Lieberman asked if the city will have to
front any monies to accelerate the Bethany Home project. Mr. Skeete said the city will
have to contribute any interest costs that might be incurred to accelerate the project.
Councilmember Lieberman pointed out the Cardinals have agreed to pay for the bridge
over the drainage canal, Mr. Skeete said the Cardinals have taken responsibility for
constructing the project, but the city is still responsible for financing the project.
Councilmember Martinez asked if staff looked at lowering the 42,000 attendance level.
Mayor Scruggs responded no, stating the Council did not reach consensus on that
issue.
Mayor Scruggs referenced Section 3.4, suggesting they modify the new language to
read, "...the Authority shall use the city pledged stadium taxes solely for...". Mr.
Beasley offered to take her suggestion to the AZSTA.
Vice Mayor Eggleston asked if the pledge of the stadium taxes is subject to a time limit.
Mr. Tindall explained the pledge is for 30 years, at which time the pledge is renewable.
Mayor Scruggs referred to Page 13, noting Availability of Overflow Spaces references
attendance levels in excess of 40,000 but Section 4.2D references levels in excess of
30,000. Mr. Tindall said Section 4.2D applies to mega events whereas 4.2B pertains to
times when it is anticipated the arena spaces will be needed because of a conflict.
Mayor Scruggs asked how they would determine the dates by which they are supposed
to have all of the agreements in writing. Mr. Tindall said they anticipate the date to be
October 15.
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Mr. Beasley noted the arena and Ellman companies have sent a letter acknowledging
that they are working with the city in regards to the overflow-parking situation.
In response to Mayor Scruggs' question, Mr. Tindall explained the party responsible for
any construction delays with regard to the 9& Avenue improvements would be
responsible for paying the costs associated with those delays. Mayor Scruggs asked if
city sales taxes that come from future private commercial development on the parking
area land become city pledged stadium taxes. Mr. Tindall confirmed the sales taxes
associated with private development would be excluded from the pledged stadium
taxes. Mayor Scruggs asked what happens if the AZSTA develops the property. Mr.
Lynch clarified the land is owned by B&B Holdings or the Cardinals; therefore, the
property would be subject to taxes if developed. Mr. Tindall offered to verify the
AZSTA's understanding of this matter. Mayor Scruggs asked for clarification of the
language in Section 1.8. Mr. Beasley explained extension of 93`d Avenue to the south
is not essential at this time and extending it would result in an unnecessary cost to the
city. He said the Cardinals want a 300-foot buffer if the road is ultimately extended. Mr.
Tindall offered to clarify the language.
Councilmember Martinez asked if the new language added to Section 2.6 is standard.
Mr. Tindall explained the provision asks the parties to discuss what costs need to be
reimbursed. He pointed out the provision is no longer necessary and may be removed
as it is in the interest of both parties for those discussions to occur.
Councilmember Frate asked that any new provisions or changes to the final document
be highlighted.
2. ANNEXATION REQUEST AN-155: JOINT TRAINING FACILITY AND
MATERIALS RECOVERY FACILITY
CITY STAFF PRESENTING THIS ITEM: Mr. Jon Froke, Planning Director and Ms.
Kate Langford, Senior Planner
This is a request for the City Council to discuss annexation request AN-155 for 158.9
acres located west of 115th Avenue between Glendale and Northern Avenues.
This site is the future location of the Joint Training Facility and existing Materials
Recovery Facility (MRF).
This request is being presented to the Council in accordance with the procedures
outlined in the City's Annexation Policy for undeveloped properties.
Glendale 2025, the City's General Plan, includes specific goals addressing the need for
growth management. Annexation is a tool that can be used by the City to direct and
manage growth.
On December 16, 2003, the Council adopted Glendale's first Annexation Policy.
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The Policy includes a step that incorporates presentation of annexation requests to the
Council at a workshop after an analysis of the request has been completed by staff.
That is the purpose of this workshop item.
The City owns the entire 158.9-acre site. The MRF is located on the north 79.9-acres.
The future Public Safety Multi-use Training Facility is to be developed on the southern
79-acres which are vacant.
This is the first annexation request located west of 115th Avenue that has been
presented to the Council for consideration since the adoption of the Annexation Policy.
This is a rather unique situation since both parcels are City-owned properties. The City
has owned the MRF site since 1991 and the Training Facility site since 1999.
The Glendale General Plan identifies these parcels as Heavy Industrial.
The existing Maricopa County zoning for these parcels is R-43 (Rural — 43, one acre
minimum lot size.)
State law requires that an annexing jurisdiction apply the most comparable city-zoning
district to a newly annexed property compared to the existing county zoning. The most
comparable Glendale zoning district is A-1 , Agriculture.
The annexation analysis of this site indicates that there are no immediate impacts to the
City. The MRF facility's operation is an existing City recycling operation that is currently
reflected in the City's budget. The Training Facility was identified as a future project in
the 1999 general obligation bond package. Costs for master planning the site, design,
and construction will be paid for by bond proceeds. Revenue generation potential of
the site to cover operation and maintenance will be investigated as part of the master
planning process.
The next step in the process, if the Council directs staff to proceed with the annexation,
is to record the blank annexation petition and schedule the public hearing as required
by Statute.
The annexation of this 158.9-acre area would require that any future development of
this area meet the Glendale General Plan requirements, as well as all other
development standards for the City of Glendale.
Staff is seeking direction from the Council to continue with the annexation process for
this site in accordance with the procedure described in the State Statutes.
Councilmember Frate asked what is the distance of frontage along Glendale Avenue.
Ms. Langford said the frontage is approximately 1,400 feet wide. Councilmember Frate
asked if the city anticipates using the frontage for commercial development. Ms.
Langford said a large 35-foot deep depression from old sand and gravel operation
takes up the southern 80 acres. She stated mitigation measures would have to be
taken to bring the area out of the flood plain. She said she would not venture a guess
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at future development since the master plan for the joint training facility has not yet
been completed.
Councilmember Goulet asked if the north side of Glendale Avenue would have the
same landscaping requirements that the landfill has for design. Ms. Langford assured
Councilmember Goulet their intent is to have landscaping that is comparable to the
landfill's landscaping. She pointed out the agreement also calls for improvements
along Northern Avenue.
Councilmember Lieberman stated he supports the annexation.
Vice Mayor Eggleston directed staff to continue with the annexation process.
3. FISCAL YEAR 2003-2004 YEAR END REPORT ON THE GENERAL FUND
CITY STAFF PRESENTING THIS ITEM: Ms. Sherry Schurhammer, Budget Director
This is a request for the City Council to review the Fiscal Year (FY) 2003-04 year-end
report on General Fund (GF) expenditures and revenues.
The FY03-04 third quarter report on the General Fund is consistent with the Council's
goal of ensuring the City's financial stability through timely reviews of actual
expenditures and revenues.
In response to requests from the Council, staff committed to providing quarterly reports
on the General Fund.
The numbers presented in this report represent preliminary results because the annual
audit had not been completed at the time of this report. It is possible the results could
change once the annual audit is completed. However, staff does not anticipate any
substantive changes to occur as a result of the annual audit.
The GF's year-end revenue budget and actuals are as follows (in 000s):
FY04 Budget FY04 Actuals
City Sales Tax $ 44,163 $ 49,766
State Income Tax $ 19,749 $ 19,730
State Sales Tax $ 17,311 $ 18,409
State In-Lieu $ 8,026 $ 8,866
HURF $ 15,155 $ 15,174
Primary Property Tax $ 3,491 $ 3,480
All Other $ 26,818 $ 30,559
TOTAL $134,713 $145,984
As the preceding list shows, FY03-04 year-end GF revenues were $11.3M
($11,272,000) or 8.4% more than was expected.
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The additional $11.3M collected in FY03-04 is almost entirely attributable to 3 sources
of revenue:
o City sales tax actuals are 12.7%, or $5.6M ($5,603,000), higher than
expected for FY03-04, a remarkable showing for this critical source of on-
going GF revenue for the GF;
o State sales tax actuals, another on-going GF revenue source, are 6.3%,
or $1.1M ($1,098,000), higher than expected for FY03-04; and
o The sale of parcels at the Northern Crossing development, a source of
one-time revenue for the GF, totaled almost $7.3M ($7,270,000), or
almost $4.3M ($4,270,000) more than expected for FY03-04.
This growth in City sales tax is remarkable when compared to the expectations that
were prevalent at the time the FY03-04 budget was created in the spring of 2003. At
that time, the City's economic outlook for FY03-04 was pessimistic. However, the
turnaround in City sales tax revenues that was experienced during the 4th quarter of
FY02-03 has continued through all 12 months of FY03-04, although growth has
moderated somewhat over the fast 6 months of the fiscal year.
City sales tax collections attributable to several specific retail developments that opened
during FY03-04 came in at just under $4.1M ($4,087,000). This amount is 54%, or
$1.4M ($1,433,000), more than expected from the new retail developments.
City sales tax collections attributable to the telecommunications rate adjustment came
in at almost $3.2M ($3,167,000) for the FY, or 16% more than expected.
City sales tax collections attributable to the elimination of the rental housing tax
exemption totaled $310,000 for the FY, which is $8,000 more than expected.
The FY03-04 year-end budget and actuals for the GF operating and pay-as-you-go
(PAYGO) capital expenditures are as follows (in 000s):
FY04 Budget FY04 Actuals
GF Salaries/Benefits $ 82,689 $ 79,130
GF Non-Personnel $ 32,708 $ 31,241
GF Debt Service $ 2,380 $ 2,484
PAYGO $ 4,799 $ 4,067
TOTAL $122,576 $116,922
Salary savings for the FY03-04 totaled almost $3.6M ($3,559,000), or more than three
times than the $1.1M goal that was established when the FY03-04 budget was created
during the spring of 2003.
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Overall, the FY03-04 year-end GF expenditures were almost $5.7M ($5,654,000) less
than budget.
At the end of FY03-04, the budget-basis GF fund balance is just over $54M
($54,023,000), which is $22.4M ($22,423,000) more than the budget-basis GF fund
balance at the start of FY03-04.
The FY03-04 3rd quarter report was presented to the City Council on June 1, 2004.
The FY03-04 2nd quarter report was presented to the City Council on February 17,
2004.
The FY03-04 1s` quarter report was presented to the City Council on November 18,
2003.
The FY02-03 year-end report was presented to the City Council on September 16,
2003.
The community benefits from periodic reports to the City Council on the General Fund's
revenues and expenditures because it is a means to evaluate the City's financial
stability.
This is a status report on the General Fund for all 12 months of FY03-04. No Council
action is required on this report.
Ms. Schurhammer stated in summer 2003 Council requested periodic status reports on
General Fund revenues and expenditures. She said the first quarterly report was
presented in November 2003, the second quarter report followed in February 2004, and
the third quarter report was presented in June 2004. She said today's report represents
the year-end report, covering the General Fund for the period July 2003 through June
2004. She noted the results are preliminary because they have not yet been audited.
Ms. Schurhammer reviewed a comparison of the budget versus actual revenues, noting
actuals came in $11.3 million or 8.4% above budget. She said the additional revenue is
a result of a boost in both ongoing and one-time revenue sources. On the ongoing
side, she explained robust city and state sales tax collections accounted for $6.7 million
of the increase, noting city sales taxes alone came in 13% higher than expected.
With regard to one-time revenues, Ms. Schurhammer reported the sale of parcels at the
Northern Crossing development brought in $4.3 million more than anticipated.
She said state income tax, HURF, and primary property tax revenues came in close to
expectations, while motor vehicle in-lieu revenues exceeded expectations by $840,000
or 10.5%. She stated that the all other revenue category exceeded budget by $3.7
million or almost 14%. One component of the all other category is revenue from
development permits and fees; these sources exceeded budget by 8.7% or almost
$449,000.
Councilmember Clark asked Ms. Schurhammer for an explanation of "charge-backs."
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Ms. Schurhammer explained charge-backs represent revenue from the Enterprise
Funds to the General Fund for services provided by General Fund departments. The
services provided include billing customers, payroll, legal, financial, and recruitment and
hiring work. These are services that the enterprise fund operations would have to pay a
private company to provide if they were not provided by other City departments.
Councilmember Clark asked if the higher than anticipated city sales tax figures reflect
the transportation sales tax of 1/2 cent. Ms. Schurhammer responded no, explaining
the half-cent sales tax for transportation is segregated into a separate fund.
Vice Mayor Eggleston asked if the $7.2 million related to the sale of Northern Crossing
parcels would go toward paying off the city's obligation for purchasing the property. Mr.
Lynch said revenue from some of the pads and parcels will go toward paying the
amount the city borrowed to start the project. He emphasized the project is running
ahead of schedule and the city is very close to having enough money to reimburse itself
for the land costs.
In response to Mayor Scruggs' question, Mr. Lynch stated Council's direction through
the last budget process was to use the proceeds from the sale of parcels at the
Northern Crossing development to make the scheduled debt service payments on the
loan obtained for the purchase of the parcel and other related costs. Mr. Lynch further
clarified his statement by stating that revenues from the sale of parcels are being used
to make the scheduled debt service payments, but are not being used to pay off the
debt early. He said, however, as revenues accumulate, Council could direct staff to pay
down or pay off the principal.
Councilmember Martinez asked if the city would make a profit on the remaining pads.
Mr. Lynch said he is optimistic the city will make a profit, stating the sale of the pads
and the sales tax generated from those uses should put the city well ahead of what it
paid for the land. Councilmember Martinez asked Ms. Schurhammer if the sales taxes
for Northern Crossings are included in her sales tax figures. Ms. Schurhammer
explained the sales tax revenue from Northern Crossings is reflected in the FY03-04
year-end numbers.
Councilmember Lieberman noted the city has invested almost $16 million in the project.
Mr. Lynch clarified the money that comes to the city is from the sale of the property, not
construction. He confirmed the money for Wal-Mart's holdback has been netted out of
the $7.2 million.
Mayor Scruggs pointed out the Council set out not necessarily to make a profit, but to
revitalize the area.
Councilmember Frate noted Northern Crossings was one of the largest redevelopment
projects in the state.
Ms. Schurhammer continued her presentation, reviewing a year-to-year comparison of
city sales tax receipts, stating FY03-04 receipts increased almost $6.3 million over
FY02-03 actuals. She attributed part of the increase to the improved economy, as
well as to new retail development, the telecom rate adjustment and the elimination of
the rental housing tax exemption.
Councilmember Lieberman pointed out the city saw an increase in sale tax revenue,
despite the loss of auto dealerships along Glendale Avenue.
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Ms. Schurhammer said state shared revenue was approximately $1.9 million higher
than expected in FY03-04. However, FY03-04 state-shared revenue actuals were
actually less when compared to FY02-03 receipts. She explained the decline from
FY02-03 was the result of lower income tax receipts, noting the city expected and
planned for the decline.
She stated a comparison of budgeted versus actual expenditures shows an expenditure
savings of over $5.6 million. She explained staff achieved the city's salary savings goal
of $1.1 million by the end of the first quarter, allowing for $3.6 million in salary savings
by the end of the year.
Ms. Schurhammer concluded her presentation, stating the General Fund fund balance,
on a budget basis, grew by more than $20 million during FY 2003/04, having a
beginning balance of $31.6 million and an ending fund balance of $54 million.
Councilmember Clark asked if the $54 million is unappropriated. Ms. Schurhammer
explained the General Fund contingency appropriation for FY 2004/05 of just under
$16.5 million is included in the $54 million.
Vice Mayor Eggleston said Ms. Schurhammer's report testifies to the fact the city is a
very lean but strong organization.
Mayor Scruggs said the city has experienced very exciting times during the past three
years. She thanked everyone involved in the management of the city's finances and
employees who made sacrifices along the way. She said for the city to be in its present
financial situation after one of the worst financial times in recent memory is nothing
short of remarkable.
ADJOURNMENT
The meeting was adjourned at 3:40 p.m.
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