1992-08-11, 12 & 13 Budget Work Session CITY OF SOUTHLAKE
667 N. Carroll Avenue
CITY COUNCIL BUDGET WORK SESSION
August 11, 1992 7:00 p.m.
MINUTES
COUNCILMEMBERS PRESENT: Mayor Gary Fickes; Mayor Pro Tem Rick
Wilhelm; Deputy Mayor Pro Tem Jerry Farrier. Members: Mike
O'Brien, Jon Michael Franks, Barry Emerson, Stephen Apple.
STAFF PRESENT: Curtis Hawk, City Manager; Billy Campbell, Director
of Public Safety; Jerry Williams, Deputy Director of Public Safety,
Fire Services; Greg Last, Director of Planning; Chris Terry,
Assistant to the City Manager; Mike Barnes, Director of Public
Works; LouAnn Heath, Director of Finance; and, Sandra L. LeGrand,
City Secretary.
The Work Session was called to order by Mayor Gary Fickes at 7:00
p.m.
The City Manager, Curtis Hawk, gave an overview of the Revenue
Budget, indicating he would like to maintain a three (3) month
operating budget.
LouAnn Heath, Finance Director, gave a summary of all the funds;
projected revenues and expenditures.
Councilmember Apple indicated he did not want to see the fund
balance go down.
Councilmember O'Brien stated he has a problem with spending City
funds for various community projects (Sister City, Teen Court, Keep
Southlake Beautiful). He would like to see a purchasing agent that
could save the city money, keeping all purchasing in one department.
The City Manager, noted there are not any projects in the proposed
budget that were not discussed and approved by the City Council.
The Mayor stated he feels a city is more than "brick & mortar ".
Councilmember Farrier stated part of the roll of a good government
is to provide seed money to get programs started.
Councilmembers Farrier and Emerson stated they do not want the
cable channel program funded at this time.
Donna Higgins, Executive Director of the Chamber of Commerce was
present, stating they have kept the funding where it was last year
for Southlake Economic Development Council. She referenced some of
the projects of the SEDC including: Economic Profile, Southlake of
the 90's Brochure, Property Profile, Business Retention Survey .
Sally Hall, Dottie Morris, and Jason Weddel were present making a
presentation in regard to the Teen Court Program.
Budget Work Sessions
August 11,12,13, 1992
page two
Departments Discussed: General Government; City
Secretary /Mayor /City Council; City Manager; General Government
Support. (Tape #1 Budget Work Sessions).
Meeting Adjourned at 10:30 p.m.
WORK SESSION: August 12, 1992
COUNCILMEMBERS PRESENT: Mayor Gary Fickes; Mayor Pro Tem Rick
Wilhelm; Deputy Mayor Pro Tem Jerry Farrier. Members: Barry
Emerson, Mike O'Brien, Jon Michael Franks, Stephen Apple.
CITY STAFF PRESENT: City Manager, Curtis Hawk; Director of Public
Safety, Billy Campbell; Deputy Director of Public Safety, Fire
Services, Jerry Williams; Deputy Director of Public Safety, Police
Services, Malcolm Jackson; Director of Planning, Greg Last;
Director of Public Works, Mike Barnes; Director of Finance, LouAnn
Heath; Assistant to the City Manager, Chris Terry; and City
Secretary, Sandra L. LeGrand.
The 2nd day of Budget Work Session was called to order by Mayor
Fickes at 7:15 p.m.
Teen Court President, Buddy Luce, and Coordinator, Ralph Hopkins
were present and spoke on the Teen Court Project, and funds needed
for Fiscal Year 1992 -93. Luce stated he is confident the school
will share the expense with the City.
Park and Recreation Board Chairman, Janet Murphy was present
stating the Park Board wants to save the money for park land and
not spend it on items shown in the proposed budget. The have ask
for a full time park coordinator, and staff changed the position to
a 1/2 time employee. They feel a full time person could attract
suitable applicants, and promote new programs at the park.
The issue of part time or full time park coordinator was placed on
hold until later in the budget process.
Councilmember Emerson stated he wants to try and generate more
dollars from development dedication fees.
Departments Discussed: Municipal Court, Park and Recreation,
Fire Services; Police Services, Public Safety Support; Finance.
(Tape #2 Budget Work Session
Budget Work Sessions
August 11,12,13, 1992
page three
The City Manager stated if Council is going to try staying with
.4550 or less on the tax rate, a public hearing on the tax rate is
not necessary, if they plan to raise the tax rate, a public hearing
on the tax rate will be necessary. It was the consensus of Council
that the rate remain at .4550 or less.
The second budget work session was adjourned at 10:30 p.m.
WORK SESSION: August 13, 1992
COUNCILMEMBERS PRESENT: Mayor Pro Tem Rick Wilhelm; Deputy Mayor
Pro Tem Jerry Farrier. Members: Barry Emerson, Mike O'Brien, Jon
Michael Franks, and Stephen Apple.
COUNCILMEMBERS ABSENT: Mayor Gary Fickes.
CITY STAFF PRESENT: City Manager, Curtis Hawk; Director of
Finance, LouAnn Heath; Director of Public Safety, Billy Campbell;
Director of Public Works, Mike Barnes; Greg Last, Director of
Planning; Chris Terry, Assistant to the City Manager; Jerry
Williams, Deputy Director of Public Safety, Fire Services, and,
Sandra L. LeGrand, City Secretary.
The Budget Work Session was called to order at 7:00 p.m., by Rick
Wilhelm, Mayor Pro Tem.
A Fee Schedule was presented by Greg Last. Councilmember Farrier
stated he feels we are taking money out of the City pocket by
adjusting plating fees. He would like to see comparisons using a
PUD.
Departments Discussed: Building Inspection, Streets and
Drainage, Community Development, Public Works Administration,
Utility Fund, and Wastewater. (Tape #3 Budget Work Session)
Curtis Hawk, City Manager, presented a salary review (a copy of the
memorandum from Hawk is hereby attached to the minutes).
The meeting was adjourned at 11:00 p.m.
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City of Southlake, Texas
M E M O R A N D U M
August 13, 1992
TO: Honorable Mayor and Members of City Council
FROM: Curtis E. Hawk, City Manager
SUBJECT: Agenda Item Comments and Other Items of Interest
City Council Meeting, August 18, 1992
1. Comments on the proposed FY92 -93 Annual Operating Budget.
The budget before you for consideration is one that staff has
labored over for more than 5 months. It hasn't been easy; it
hasn't been simple. Because of the dynamics of the community,
its been difficult and complex. We think it is responsible
and responsive -- responsible because it is within our ability
to pay; responsive because it addresses service demands within
that ability to pay. There is nothing new in the proposed
budget - - no surprises. This is to say that every proposed line
item and every program has been either debated or at least
discussed with City Council. This holds true for both the
proposed expansion of existing programs and activities, or the
proposed additions of new programs and activities.
It is important to recognize how we got to the proposal we
submitted. It did not start last April. In 1987 and 1988,
the City Council committed itself to growth when it entered
into contractual agreements to build water and sewer
facilities. History has proven that two things are needed to
build a City: water and sewer. To borrow a phrase, build a
sewer system and people will come. Changing the zoning to
less than one acre lots did not bring growth. The TRA Big
Bear Creek Interceptor Sewer brought growth.
The City Council that hired me in September, 1988, was
concerned about two overriding challenges: to manage the
growth that was sure to come; to develop a professional staff
to do so. The City Council had adopted the FY88 -89 Annual
•
Honorable Mayor and Members of City Council
Agenda Item Comments and Other Items of Interest
August 13, 1992
Page 2
Budget before my appointment as City Manager. For reasons
that do not need discussion here, the FY87 and FY88 Budgets
were essentially deficit budgets (the undesignated fund
balance at year end was $ - 12,629 for FY87 and $ - 90,531 for
FY88). The City Council in FY88 -89 had to borrow $225,000 to
meet operational needs. Over the last four years, the City
Councils have led the City of Southlake from that low point of
deficit spending to a position of financial integrity, all the
while enabling us to slowly build to a position to where we
are able to respond adequately to service demands in critical
areas. Our work, however, will be never ending until we reach
build out, at which time the nature of the organization must
change. Our charge, your charge, the charge of City Councils
since 88 -89, is to responsibly and responsively address
service demands extant, all the while planning for future
needs so that future City Councils will be able to continue to
address service demands in a responsible and responsive way.
We have been able to meet the challenges so far. Our first
objective was to guide the City to where our financial
condition would enable us to sell bonds at an affordable
interest rate. That we have managed to do so in a time when
our debt has grown significantly speaks well for the direction
and leadership of the City Council.
Our second objective was to begin development of a
professional staff. Again, under the direction and leadership
of the City Council, we have overcome organizational conflict
and have established the foundation of a professional
municipal organization. However, the organization must be as
dynamic as the community if we are to address the present and
future needs, and to do so within the ability and willingness
of the Community to pay for the expected level of service.
The above is where we came from to get to where we are today.
The budget before you is our recommendation of what we would
do to respond to present and future needs. The water and
•
Honorable Mayor and Members of City Council
Agenda Item Comments and Other Items of Interest
August 13, 1992
Page 3
sewer systems have given the jump -start to growth in our
community. That decision is irrevocable. Our decisions now
will concern the quality of growth. Quality of growth and
quality of life are more than symbiotic. They are a necessary
benefit to each. The budget before you represents the efforts
of 5 years of planning to get to where we are today, on the
verge of getting the kind of quality commercial growth that
will enable us to be the best community in the metroplex.
Commercial growth and residential growth are symbiotic. Our
charge in presenting this budget has been to present you a
plan that will enable you to have control over the quality of
growth and the quality of life in Southlake. My budget letter
and my comments in budget discussions have highlighted
continuing programs, expanded programs, and new programs.
Bear with me while I recapitulate.
Growth Management. Two positions in the proposed budget will
directly impact our ability to effectively manage growth in
the coming year: the Engineer -in- Training (E.I.T.) and the
Planner. Without these two (2) position, our inability to
respond to the workload will result in the organizational
equivalent of ventricular fibrillation. A third position, the
part time administrative intern, will enable us to more
effectively plan for future needs.
Oualitv of Life. There are many aspects of quality of life.
Public safety is perhaps the most salient aspect of quality of
life. Four (4) positions are directly related to public
safety: two (2) firefighters, one (1) public safety officer
(PSO), one (1) traffic enforcement officer. These four
positions are necessary for an adequate response to calls for
service. The number and nature of calls for service clearly
indicate the need for additional employees. The number of
Police Patrol and Fire Suppression /EMT Service staffing has
remained constant over the last four years - -a period of
significant housing and population growth.
Honorable Mayor and Members of City Council
Agenda Item Comments and Other Items of Interest
August 13, 1992
Page 4
Two other positions in the proposed budget pertain to quality
of life. One position, the Building Maintenance Worker,
pertains also to quality of work life in the municipal
organization. City Hall is in use an average of 3 nights per
week, sometimes more /seldom less. The only attention given to
daily operational needs (e.g., minor cleaning, minor repairs,
lighting replacement, etc.) comes from the City Manager, the
Directors, or whomever we can find to break away from their
regular job to assist. As a result, often times the building
is not as it should be. The same is true of the community
building in the park, and this year we will add an additional
building.
Another position in the proposed budget impacting the
Community's quality of life is the Leisure Service
Coordinator. A part time position as proposed, the position
would provide a person to coordinate park related activities
and the use of park facilities, as well as serve as liaison
with the Park and Recreation Board. These kinds of activities
are now being performed by various other City staff, which in
effect takes away from other responsibilities. The
coordinator will not be responsible for park planning,
including grant applications, except in a peripheral manner.
Planning will continue to be a function of the Community
Development Department.
The proposed budget provides funding for other programs that
are quality of life indicators: the Sister Cities program,
Keep Southlake Beautiful program, the Volunteer program, the
Public Access Cable program, Teen Court program, and expansion
of our contribution to the Roanoke Animal Shelter as a method
of providing for a measure of animal control. Only the Teen
Court program ($10,000) and the additional contribution to the
Animal Shelter ($25,000) have a substantial cost. Each of
these programs, however, are what makes Southlake different
from other cities and which helps attract the quality growth
we seek.
Honorable Mayor and Members of City Council
Agenda Item Comments and Other Items of Interest
August 13, 1992
Page 5
Organizational Development. The budget proposes
implementation of several changes that enhance organizational
development and our ability to respond to the challenges set
out above.
One is the creation of a Community Development Department, an
upgrade of the Planning and Zoning Division of Public Works.
This change will structure the operating departments by
functional areas. Another is the addition of professional
staff (the E.I.T. in Public Works; the Planner in Community
Development).
Additionally, the budget proposes to implement innovative ways
to staff, through the employment of our first cross- trained
Public Safety Officer and the first attempt at job- sharing.
The Public Safety Officer has been well discussed. Rather
than follow the calf path of traditional methods of public
safety staffing, the City Council acted two years ago to
consolidate the Fire and Police service into one Public Safety
Department. Our goal is to improve service efficiency and at
least equal service effectiveness. We believe we will be able
to improve our effectiveness also.
The Coordinator in the Park and Recreation Division as
proposed will continue the look at innovativeness in staffing
problems. We are proposing to staff the position through the
use of job sharing. The concept of job sharing lends itself
well in certain types of employment. The concept holds that
many highly capable people who have been out of the job market
by choice would return if the hours were shorter. Employees
in job sharing positions would be regular employees hired to
work half -time and would receive the same pay and benefits as
similar full time employees, but at one half the rate. This
concept would appear to be ideally suited for a community such
as Southlake. Typically, job sharing is more attractive to
higher educated, higher income communities.
Honorable Mayor and Members of City Council
Agenda Item Comments and Other Items of Interest
August 13, 1992
Page 6
Budget Integrity. Budget integrity deals with managing the
various funds within the appropriate parameters. The budget
before you proposes to transfer responsibility to pay for the
relocation of the 20" water line along FM1709 from the General
Fund to the Utility Fund.
This leaves $250,963 in FY92 -93 going from the General Fund to
support Utility projects - -The 1990 TRA Denton Creek Revenue
Bonds and the 1990 TRA- Southlake Sewer System Contract Revenue
Bonds. Requirements for funding these two projects will
likely keep them in the General Fund for some time to come.
Our intent is to limit the additional use of General Fund
revenues to support additional Utility projects.
The budget proposes to fund park improvements through the
Special Revenue Parks /Recreation Fund. The Park and
Recreation Dedication Requirements, as found in Article VII of
the City's Subdivision Ordinance, specifically provide'for the
use of such funds to make recreation improvements on park
land. The budget as presented Tuesday night proposes to spend
$75,000 to make ballfield improvements: replacement of lights
on Field #1 ($30,000); construction of new ballfield #4
($10,000); lighting of new ballfield #4 ($35,000). Our
rationale in making the recommendation was focused on the
desire to keep the tax rate at the current $0.4550 level, and
the recognition that Bicentennial Park is primarily used by
ballfield users. It is an appropriate use of the funds.
Given comments from the Park Board and City Council, it makes
sense to not light the new ballfield #4 in that it will be a
temporary facility. Should the City Council decide to fund
the other $40,000 in improvements, the Council should consider
reserving the $91,852 balance for other improvements in the
future if the City passes the one half percent sales tax for
park purposes. Any funds required as part of exactions can
not be used as potential matching funds for park development,
therefore, careful consideration should be given prior to
spending park dedication funds for land acquisition if other
Honorable Mayor and Members of City Council
Agenda Item Comments and Other Items of Interest
August 13, 1992
Page 7
sources of revenues will be available any time soon.
The budget proposes to utilize $338,089 from the undesignated
fund balance as it is estimated to be at the beginning of the
year. Our goal has been to establish and maintain the
undesignated fund balance at a level equal to three months
operating expenditures (25 %). The last two years saw a rapid
increase in the General Fund Balance due to higher than
anticipated growth in revenues. Our proposal would maintain
the fund balance at 15% of expenditures until such time as we
have enough history to trend growth patterns. It is important
that we maintain the fund balance at somewhere near this level
in order to protect our bond ratings and to respond to
unforeseeable occurrences. Utilizing a portion of the fund
balance at this time is appropriate in that the unexpected
growth which generated the greater- than - anticipated fund
balance will pay for a portion of the cost of that growth.
Stable Tax Rate. We have paid particular attention to the
need to maintain the tax rate at the current level. It will
only work if growth continues, however, without growth the
ability to pay for debt already incurred or committed to will
be severely impaired. It is important that we maintain the
ratio of the M &O portion of the tax rate to the total rate.
We have been able to do so in the proposed budget before you
for consideration. Given the situation with school taxes and
other taxing entities, there will be additional pressures on
City Council to maintain the tax rate constant. We perhaps
will be able to do so in future years, but only with growth in
the revenue base.
Additional Deletions. The budget proposal before you
represents our best good faith effort to address community
needs given the direction of City Council. Should the City
Council ask staff which of the proposed personnel to delete,
it would be the Building Maintenance Worker and the
Coordinator in the Park Division. This reduction would save
Honorable Mayor and Members of City Council
Agenda Item Comments and Other Items of Interest
August 13, 1992
Page 8
$42,775 and would approximate the estimated cost of
constructing the additional ballfield 14 and replacing the
lights on ballfield 11. Deletion of the Building Maintenance
Worker and the Coordinator would least impact our service
delivery.
City Council's Budctet. The proposed budget represents the
recommendations of your City Manager and Department Directors.
Once the budget is adopted it becomes the City Council's
budget as well as ours. Our work has been difficult and
complex as mentioned above, however, your task in the process
is considerably more difficult. I am glad that we do not have
to vote because the decisions you make will set the direction
of the community for years to come. This may be in many ways
the most difficult budget a City Council will consider in
Southlake, in this decade.