HomeMy WebLinkAboutIII - V - Planning Session - PowerPointReceived After Agenda Printed
February 2, 2019
PowerPoint Presentation
City Council Planning Session
February 2, 2019
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February 2, 2019
PowerPoint Presentation
UPDATE ON FISCAL ISSUES
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
FY 2017-18 General Fund Results
Non -Spendable
$14.4
$13.3
-$1.1
Restricted
$3.8
$4.4
$0.6
Committed
$10.6
$13.4
$2.9
Assigned
$0.6
$0.6
$0.0
Contingency
$47.5
$49.1
$1.6
"Surplus"
$12.5
$13.0
$0.5
TOTAL
$89.4
$93.9
$4.5
Property Tax
(50% of General Fund Revenues)
Value changes along with
infill development in
Newport Beach result in
continued appreciation
and strong growth in the
foreseeable future
Positive AV growth during
each of the last 20 years —
average 7.0% annually
AV Growth for FY 18-19
amounted to 7.3%
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Property Tax Budget
$millions
$125.0 $108.1 $113.6
$100.0 $101.6
$75.0
$50.0
$25.0
2018 2019 2020
Actual Original ■ Projected
Sales Tax
(15% of General Fund Revenues)
The City has experienced
recent growth in the autos,
general consumer and
restaurants groups. $40.0
$30.0
Long term trends suggest $20.0
slowing auto sales. $10.0
Internet shopping is
shifting sales tax away from
brick -and -mortar stores
further contributing to
slow -down
$35.0
2018
■ Actual
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February 2, 2019
PowerPoint Presentation
Sales Tax Budget
$millions
$37.0 $35.7
2019 2020
Original M Projected
Transient Occupancy Tax
(10% of General Fund Revenues)
Commercial hoteliers
optimistic, addition of Lido
House hotel, more newly
renovated room inventory
back online
Residential TOT modestly
growing especially with
continued enforcement of
online listing platforms
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Transient Occupancy Tax
$millions
$30.0
$20.0
$10.0
$22.8 $23.4 $24.4
2018 2019 2020
Actual Original Projected
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
General Fund "Top 3" Revenues
(Top 3 revenues represent 75% General Fund Revenues)
Revenue Category
2018
2018 % Change
over PY
2019
2019 % Change
over PY
2020
2020 % Change
over PY
Property Tax
101,593,290
7.7%
108,096,849
6.4%
113,578,622
5.1%
Sales Tax
35,038,846
4.0%
36,997,648
5.6%
35,697,090
-3.5%
Transient Occupancy Tax
22,833,614
2.4%
23,396,102
2.5%
24,433,131
4.4°%
Other General Fund Revenue
57,050,715
5.6%
55,540,445
-2.6%
54,299,146
-2.2%
Total General Fund
$216,516,466
5.9%1
224,031,045
3.5%
$228,007,989
1.8%
(Top 3 revenues represent 75% General Fund Revenues)
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Still ave funding challenges
ahead...
Unfunded Pension Obligation — Maintaining Course
Workers' Compensation Adverse Experience
Funding for City's Infrastructure Needs — New and Rehabilitation
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February 2, 2019
PowerPoint Presentation
Unfunded Pension Obligation
Maintain Course of Accelerated Payment Plan
Vulnerable to Market Volatility and Risk Mitigation Effort
Will continue to monitor the probability and impact earning
less than the 7% investment return assumption
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February 2, 2019
PowerPoint Presentation
Pension Benefit Tier Trend
m
F:3,T11
N 700
W 600
O
500
E
W 400
300
U
Q 200
100
9
Classic Tier 2 = PEPRA
FY13 FY14 FY15
Fiscal Year
FY16
FY17
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February 2, 2019
PowerPoint Presentation
Pension Plan Assets and Liabilities
Accrued Liability
Less: Market Value of Assets
Unfunded Accrued Liability (UAL)
Funded Status
Funded Status 6/30/2018*
Funded Status 6/30/2023*
*Assuming 7% return and no ADP's
2017 Valuation
2016
Miscellaneous
I Safety -T
Total
Total
396,834,941 542,668,920 1 939,503,8611 887,481,877
278,869,980 340,964,919 619,834,899 566,016,065
117,964,961 201,704,001
70.3% 62.8
C771.7% 64.3
9.8% 73.1%
319,668,962 321,465,812
66.0% 63.8%
Funded status is highly sensitive to investment performance!
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February 2, 2019
PowerPoint Presentation
Net Employer Pension Cost
Projection
Normal Cost Rate
Expected Normal Cost
Change
2018/19
1 2019/20
2018/19
2019/20
Dollars
Percent
Misc 16.2% 16.9% 7,205,087 7,712,921 507,834 7.0%
Safety 27.4% 28.1% 9,082,071 9,694,972 612,901 6.7%
Total Expected Normal Cost 16,287,158 17,407,893 1,120,7356.9%
Amortization of UAL
Change
2018/19
1 2019/20
Dollars
I Percent
Minimum Payment of on UAL 25,698,507
Additional Discretionary Payment (ADP)
Total Planned UAL Payment
. . NOW
26,469,557
8,530,443
34,500,000 35,000,000
771,050 3.0%
271,050) -3.1%
500,000 1.4%
Total Expected Pension Cost
Change
2018/19
1 2019/20
Dollars
I Percent
Total Expected PERS Contribution
50,787,158
52,407,893
1,620,735
3.2%
Less: Expected Employee Contributions
10,324,540
11,0171800
6931260
6.7%
Net Employer Cost "Projected"
40,462,618
41,390,093
927,475
2.3%
a
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Workers' Compensation Funding
Higher Claims Experience in Workers Compensation —
Increase in severity of claims
Safety Industrial Disability (Presumed Job Related )
Recommendations:
Annual Actuarial Valuations — Done
Continue Active Management of Claims
Increase Department Charges — $9001000
One -Time Cash infusion - $3 Million
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February 2, 2019
PowerPoint Presentation
Infrastructure Funding
Funding Needs
Utilities — Water, Wastewater, Storm Drains
Harbor and Islands - Capital Plan, Seawall Funding, Dredging
Aging Infrastructure —Transportation, Ocean front
New Infrastructure — Parks,JuniorLifeguard Building, Library
Lecture Hall
Funding Sources
State and Federal Funds
Development Agreements
User Fees
Public/Private Partnerships
Community Facilities Districts (CFDs or Mello Roos Districts)
General Fund
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February 2, 2019
PowerPoint Presentation
MANAGING SERVICE LEVELS
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February 2, 2019
PowerPoint Presentation
Service Level Considerations
Enhanced Service Levels for Enforcement
Traffic and Parking
Harbor
Code — Residential and Commercial Properties
Recycling Program — New State Mandates
Increased Maintenance of Public Facilities
Sidewalk and Public Plaza Pressure Washing
Beach/Park Restroom Janitorial Services
Maintaining Service Levels with Rising Demands
Street Light Maintenance
Wastewater Infrastructure Maintenance
Staffing up for General Plan Update
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Traffic Safety Enhancement
Current staffing level of 8 FTE allows approximately 40
deployable Motor Officer hours per day.
In 2018, motor officers wrote 5,700 citations and handled
11,750 traffic collisions.
Additional Staffing from 8 to 10 will:
Add about 10 hours of Motor Officer time every day of the
year and increases traffic enforcement activity by 25%.
Enhance school safety efforts
Increase traffic hot spot patrols
Augment enforcement of community quality of life concerns
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Residential Parking Enforcement
Pilot Program Results
Three-week pilot parking enforcement program
529 parking citations issued, along with 222 warnings to both
residents and contractors
75% of parking citations issued to residents, 25% issued to
contractors
Most people cited were cooperative when educated on the
nature of the parking violation
Most violations occurred in two specific areas:
Parking in red zone
Parking in the alley
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Augment Parking
Services with Existing Vendor
Current Parking Enforcement Service levels
l PTak'MR
POLICE DEPT.
_1/ C 'TC►
9 F/T, 4 P/T 7 F/T, 2 P/T
3 F/T, 4 P/T
Proposed Ameripark Parking Enforcement Service Levels
AMERIPARK (OPTION A)
AMERIPARK (OPTION B)
14 F/T, 6 P/T
14 F/T, 6 P/T 10 F/T, 4 P/T
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
■
Community Code
Enforcement
Position Current FTE Proposed FTE
Code Supervisor (Loan to Harbor) 1.0
CE Trainee 0.75 1.0
Backfilling code enforcement supervisor position and
increasing hours of code enforcement trainee is estimated to
increase cases processed by an additional 1,000 per year or
20%
Allows the City to be proactive rather than primarily reactive
in our enforcement efforts
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Harbor Department Code
Enforcement with 1 FT Code
Enforcement Supervisor
Goals: Community engagement,
education, and enforcement of City
Codes.
Current Efforts: Enforcement of City
managed off -shore mooring field,
correcting deficiencies with derelict
vessels, providing notifications, and
enforcement of vessel registration.
Future Planned Efforts:
Enforcement of non -permitted live -
aboard activities, establishing and
updating commercial operations
Marine Activities Permits, and code
compliance with private docks and
other harbor structures.
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Sidewalk and PPlaza
Pressure Washing
-f
West Newport $10k Citywide Spot Locations — Spills & Bird Cleanup$13k
Park Plexiglass -- —
Newport
Beat"
o
Newport Pier &$$74k
McFadden Square
Total Annual Cost $k
Lido Bridge $1.41 j
BALE
PENIN
Lido Isle
�9k
Balboa Village
Aw
poll
Balboa Pier $_�k
.S1.
NEWPORT
CENTER
Marine Pave 0$23k
X38 r I2i14 � —
Balboa Island &':"$12k.' t+
Little Island Boardwalk
C ONA
relAR
dM Plaza: Bus ($ kacr,
Canopy and Beeches
knspMratMan Pain[
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Sidewalk and PPlaza
Pressure Washing
Issue at Hand
Cleaning Level?
Occasional Request for
Increased Cleaning
Costs have been
increasing:
FY 2016 — $210,000
FY 2017 — $229,000
FY 2018 — $244,000
FY 2019 — $282,000
—Jr L0CAT10
SUMMER
FALL - SPRING
YEAR ROUND
BALBOA VI LLAG E
ONCE WEEKLY
ONCE MONTHLY
BALBOA & NEWPORT PIER
ONCE MONTHLY
ONCE QUARTERLY
ENDS OF THE PIERS
ONCE WEEKLY
ONCE MONTHLY
VARIOUS LOCATIONS - BIRD CLEANUP
ONCE WEEKLY
CORONA DEL MAR FURNITURE
(PLAZA, BUS CANOPY, & BENCHES)
ONCE MONTHLY
WEST NEWPORT PARK PLEXIGLASS
ONCE QUARTERLY
LIDO BRIDGE
ONCE QUARTERLY
BALBOA ISLAND & LITTLE ISLAND
ONCE QUARTERLY
MARINE AVE
TWICE A MONTH
McFADDEN SQUARE
TWICE A MONTH
McFADDEN SQUARE (MEMORIAL)
TWICE A WEEK
(Projected) Consider Increasing or Decreasing
Frequency and/or Locations?
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Public Restroom Locations
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Park and Beach Restrooms
Newport Pier
14
Sunset Ridge Park
Marina Park
15
Eastbluff Park
15th Street
16
Balboa Island Ferry
Balboa Pier
17
Balboa Island Fire Station
Washington Street
18
Irvine Terrace Park
19th Street
19
Grant Howald Tennis Court<
38th Street
20
Corona del Mar State Beach
Channel Park
21
Buck Gully - Little Corona
58th Street
22
Coastal Peak Park
Orange Street
23
San Miguel Park
Bob Henry Park
24
Ports Carney & Westbourne
Mariners Park
25
Bonita Creek Park
Balboa Yacht Basin
26
Civic Center
P
22
i
1•
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Public estro om Cleaning
Service
Currently Serviced by Contract - Basic Cleaning Level with
Extra Cleaning of Several High Use Facilities and Additional
Paper Product Re -Supply Service
6 High Usage Restrooms Cleaned Twice Daily
20 Cleaned Once Daily
Issue at Hand
Cleaning Level Substandard
On-going Service Complaints (Pier, Popular Beach Areas)
Draws on Staff Resources to Backfill
Restrooms Require More Frequent, Deep Cleanings
Transient Population Affecting Wear and Tear on Facilities
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February 2, 2019
PowerPoint Presentation
Public Restroom Cleaning & Service
- Current Contract Services
ABM - Restroom Cleaning
Annual Costs: $252,000
Contract up in February 2019
Ed Building Maintenance (Portering Service)
Annual Costs: $290,000
Contract up in May 2021
Service Level Suggestions:
Combine Contract Services and Rebid for a Higher Cleaning
Level (and probably higher cost)?
Consider/Evaluate if value would be added by Returning to In -
House Service/Cleaning?
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Service Delivery Considerations
Contract versus City Employee
Financial Impact
Customer Service Level
Institutional Knowledge, Succession Planning
Part -Time versus Full -Time Employee
Easier to add
and reduce part-time
employees
May be more
cost effective to
have
1 FT rather than 2 PT
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Maintaining Service Levels with
Rising Demands -
Contractor vs Employee?
Contract Street Light Cost for 1 Man Crew with truck
$170/Hour, 3 Days a week, 8 Hours per day
1,248 Service Hours
$212,160 Annually
Top Step Street Light Employee Cost with truck
$80/Hour, 5 Days per week, 8 Hours per day
1,800 Service Hours
$144,000 Annually
$60,000 One -Time Cost of New Vehicle
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
UPDATE ON CONTINUING
INITIATIVES
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February 2, 2019
PowerPoint Presentation
Homeless Strategies
City Efforts
City's Homeless Liaison Officer —with OCHCA Clinician
Funding homeless service providers - $168K — last 5 years
CityNet Contract — coming soon
Funding for short-term stays until more permanent shelter is
available
County Partners
Participation in Point in Time Count Survey
Creation of the Orange County Housing Finance Trust and Joint
Powers Authority (AB 448)
Evaluate City's participation in the program
Work with neighboring jurisdictions on housing issues
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Homeless Strategies - CityNet
Contract
$200,000 per year includes 1,000 hours per year of on-call
response
Move homeless neighbors off the street prioritizing the
most vulnerable and costly cases
On-call response to issues involving homeless neighbors
Connect homeless neighbors to Orange County Continuum
of Care
Provide the City a gateway to regional social and health
services network
Present stakeholder and public education, outreach and
advocacy efforts on behalf of the City
Deliver ongoing case management to include long-term
housing stabilization
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
John Wayne Airport -Related
Efforts
Protecting the 1985 JWA Settlement Agreement
Pursuing the quietest, safest and least -polluting departure
procedure possible
Advocating policies that incentivize air carrier fleet transition
Monitoring legislation, developing relationships
Tracking JWA General Aviation Improvement Program EIR
Evaluating Structure and Purpose of Aviation Committee
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February 2, 2019
PowerPoint Presentation
Current Airport/Aviation
Consultant Costs
Shorter Term j
Strategy/ Technical Consultant
Noise Consultant
FAA Consultant (pending)
Airport Consultant
Government Relations (Federal, County)
Lega I
TOTAL (estimated)
$35,000- $50,000
$501000-$60,000
$50,000 - $60,000
■ice
$75,000 - $80,000
$130,000 - $150,000
As Needed
$340,000-$400,000
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Possible Allocation
($ Millions)
Beg Bal $13.00 $6.00 $19.00
Harbor Capital Plan (1.0) (1.00)
Pensions (3.00) (.50) (3.50)
Operations
Neighborhood Enhancement Projects (5.50) (5.50)
Facilities Maintenance (1.00) (.50) (1.50)
Workers Compensation (3.00) (.90) (3.90)
FY 18-19 Budget
Amendments (.50) (.50)
End Bal $0.0 $3.10 $3.10
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Our Takeaways for Today...
January 2019 finds the City in good shape.
Revenues are strong with a strong reserve position
Good progress on pension issues
Unfunded Liability is actually going down...
We should be able to maintain our $5M in General Fund CIP —
the "nuts and bolts"
Base operations funded
Challenges Remain
Pension funded status highly sensitive to investment
performance!
Unfunded Infrastructure projects — How should we fund them?
Other Considerations
Service Level Enhancements
More Cost Effective Service Delivery Options
Received After Agenda Printed
February 2, 2019
PowerPoint Presentation
Council Planning Session
Financial Update
Questions ?