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A-3. Key Financial Strategy: Mid-Year Review of 2016 Strategies
-,_� 0 A CITY OF CHANIIASSEN 7700 Market Boulevard MEMORANDUM PO Box 147 Chanhassen, MN 55317 TO: Mayor & City Council Administration FROM: Todd Gerhardt, City Manager - Phone: 952227.1100 Fax: 952.227.1110 DATE: July 11, 2016 � Building Inspections SUBJ: Summary of Midyear Key Financial Strategies Update Phone: 952.227.1180 Fax: 952.227.1190 Engineering Phone: 952.227.1160 2016 has been another busy year for the City of Chanhassen. I am very proud of the Fax: 952.227.1170 efforts of the City Council and staff in "almost" accomplishing all of our annual KFS for 2016. I plan to update the City Council, during Monday's meeting, on the Finance accomplishments to date and when we should complete the remaining items before Phone: 952.227.1140 the end of the year. Fax: 952.227.1110 Park & Recreation Phone: 952.227.1120 ATTACHMENTS Fax: 952.227.1110 1. Key Financial Strategies Update for 2016 Recreation Center 2. Comp Plan Update Schedule 2310 Coulter Boulevard Phone: 952.227.1400 Fax: 952.227.1404 Planning & Natural Resources Phone: 952.227.1130 Fax: 952.227.1110 Public Works 7901 Park Place Phone: 952.227.1300 Fax: 952.227.1310 Senior Center Phone: 952.227.1125 Fax: 952.227.1110 Website www.ci.chanhassen.mn.us Chanhassen is a Community for Life - Providing for Today and Planning for Tomorrow ESTABLISH ANNUAL GOALS & KEY FINANCIAL STRATEGIES Background. In July 2002, staff met with Jim Prosser from Ehlers & Associates to begin development of the city's key financial strategies. At that time, comparisons were completed of similar cities based on tax base mix, growth, allocation, population, five-year budget comparison, debt ratios, tax capacity, and bond ratings. Council and staff identified Financial Foundation Descriptions and prioritized capital improvements. City Council adopted the Key Financial Strategies (KFS) on June 9, 2003. Implementation began with the 2004 budget process, i.e. pavement management system including trails, roads, parking lots; debt service; fixed assets for remodeling/replacement; water treatment and future infrastructure; etc. These strategies will also be used as a part of our 2017 strategic planning process. Competitiveness MID -YEAR REVIEW OF KEY FINANCIAL STRATEGIES: PREPARE A MID -YEAR REVIEW OF ALL KEY FINANCIAL STRATEGIES FOR PRESENTATION AT THE FIRST MEETING IN AUGUST. Staff will be presenting the mid -year review at the City Council's July 11, 2016 work session. REVIEW DESIGNATION OF KEY FINANCIAL STRATEGIES CITIES: DETERMINE, IF CURRENT KEY FINANCIAL STRATEGIES CITIES ARE STILL COMPARABLE TO CHANHASSEN AND DEVELOP ATIMELINE FOR HOW OFTEN THIS SHOULD, BE REVIEWED. On June 13, 2016, staff present our proposed list of cities that we use for comparison purposes. In April, the city council directed staff to add a few more data sets to evaluate for inclusion into the list of KFS cities. The new list of KFS cities now excludes Andover and Farmington, which are being replaced with Shakopee and Inver Grove Heights. The new list is as follows: Chaska, Cottage Grove, Elk River, Inver Grove Heights, Lino Lakes, Prior Lake, Rosemount, Savage, Shakopee, and Stillwater. SOLAR AND GREEN ENERGY INITIATIVES: DISCUSS INVESTMENTS INTO SOLAR AND GREEN ENERGY INITIATIVES WITHIN THE CITY. On February 8 and 22, 2016, the City Council reviewed solar energy information regarding the city's participation in potential solar garden proposals. The city has already committed 14% of the current Xcel Energy load to one garden at the Blue Lake Wastewater Treatment Facility. The second proposal is from LIS Solar, which is requesting 20% of the city's current load, bringing the total to 34%. However, based on future growth, the total city load would be at 30% after the West Water Treatment Plant is completed in 2017. At this time, the City Council decided not to enter into future solar contracts that would exceed 30% of the city's total future load capacity. The City Council would be interested in future contracts if they have a significant positive impact on the city. Strengthen the City's Financial Position BUDGET PROCESS: PRESENT THE CITY COUNCIL WITH A LIST OF. POTENTIAL COST-CUTTING MEASURES EARLIER IN THE BUDGET PROCESS.. Programmed for August 2016. TWO-YEAR BUDGETING: A TWO-YEAR BUDGET PROCESS PROVIDES INSIGHT INTO IMPACTS AND OPPORTUNITIES FOR, INCREASES/REDUCTIONS FOR THE FOLLOWING YEAR. THE DEVELOPMENT OF LONG-TERM FINANCIAL GOALS AND STRATEGIES HELP AVOID LAST. MINUTE SURPRISES. IT ALSO HELPS COUNCIL/STAFF/PUBLIC BETTER UNDERSTAND REVENUES, COST DRIVERS, AND HIDDEN LIABILITIES/OPPORTUNITIES. On June 27, 2016, the City Council reviewed a plan, for this year, to implement a second budget year (2017-18) to the city's budget documents. The additional budget year will not be a council -approved budget but will rather act as a guiding financial tool to provide forecasting for additional potential budgetary needs in order to make future budgeting decisions more © g:\admin\tg\work plan\2016\2016 work plan.docx predictable. The City Council endorsed this process and clarified that the second year would be labeled "Estimated 2018 Budget." Planning for the City's Infrastructure SOLICIT STATE FUNDING FOR TH s.oz. BETWEEN PIONEER TRAIL AND CR 61: WITH COMPLETION OF THE TH 101 RIVER CROSSING, THE NEED TO FINISH AND UPGRADE TH 101 GOING UP THE BLUFF IS GREATER THAN EVER. City staff, that included, Mayor Laufenburger, Paul Oehme and myself, represented the city before the Minnesota Legislature including a committee hearing with the State Senate and Transportation Committee. We conferenced with individual legislators and staffers for the need to reconstruct State Highway 101, south of Pioneer Trail to Flying Cloud Drive (C SAH 61) to assist us with tracking this legislation and providing updates on the progress of our bills we entered into a contract with Messerli & Kramer and their representatives of Thomas J. Paul and Katy Sen. Both were instrumental in arranging introductions to key legislators and follow- up support to our special legislative request to reconstruct State Highway 101. Unfortunately, the 2016 Legislative Session came to a disappointing end with the legislature failing to pass a bonding bill, transportation bill (or a long-term transportation funding measure), and fmally no tax/budget bill. We had extensive discussions and support for increased funding for turn back projects in the Transportation Committee, but again they failed to pass any legislation. I believe strongly that we need to continue our efforts in making our case to legislators and staffers. I would also like to continue using Messerli & Kramer to assist us in preparing an action plan for the interim period before the 2017 legislative session begins. I will be looking for feedback from the City Council at Monday night's meeting to discuss next steps. ® gAadmin\tg\work plan\2016\2016 work plan.docx PRELIMINARY DESIGN, LAYOUT, AND CONSTRUCTION OF A SECOND WATER TREATMENT PLANT: EVALUATE THE BEST LAYOUT FOR THE PLANT AND INCORPORATION OF A PARK WITH THE GOAL OF STARTING CONSTRUCTION IN 2017, The City Council programmed construction of the West Water Treatment Plant this past fall as a part of the city's annual utility rate study/ Capital Improvement Program (CIP) review. On February 22, 2016, the City Council approved a consultant contract with WSB & Associates, Inc. for design and construction administration services for the West Water Treatment Plant in the amount of $965,326.00. The next step in the process was for the city to review preliminary design on May 9, 2016. At the May 9, 2016 work session, the City Council was presented with the preliminary design for the West Water Filtration Plant. An open house was held on June 3, 2016 for the proposed project. Since the work session on May 9, staff has been working on refinements to the layout. At the open house, staff heard concerns about the size of the building. At their June 27, 2016 meeting, the City Council directed staff to follow a dual process: one that included the aeration process and one without. At our next meeting we will discuss the pros and cons of aeration. The next step is another neighborhood meeting scheduled for July 13, 2016, and an update at the City Council work session on August 22, 2016. ALTERNATIVE SANITARY SEWER FEASIBILITY STUDY FOR THE TH sos AND. PIONEER TRAIL AREA: PROVIDE ALTERNATIVE DESIGNS FOR SANITARY, SEWER CONSTRUCTION ALONG PIONEER TRAIL. THE CURRENT DESIGN. GOES THROUGH THE BLUFF CREEK GOLF COURSE PROPERTY.. On June 13th, 2016 staff presented the findings from the Kimley Horn Study on Alternative Sanitary Sewer service for the TH 101 and Pioneer Trail area. Several alternatives (5) were evaluated and presented for to the City Council. Staff recommended choosing option 2A. It is the most cost-effective approach to service the study area and is also consistent with the Comprehensive plan. The other option would include a very complicated assessment process where some property owners would be assessed twice for sewer service. The City Council directed staff to move ahead with a neighborhood meeting with affected property owners to get their feedback on the alternatives. A neighborhood meeting will be scheduled for August of 2016. MgAadmin\tg\work plan\2016\2016 work plan.docx MARKET BOULEVARD TRAFFICIFEASIBILITY STUDY: PROVIDE AN ANALYSIS OF THE CURRENT AND FUTURE TRAFFIC IMPACTS ALONG MARKET. BOULEVARD FROM TH r, TO WEST 78TH STREET. On February 8, 2016 the City Council approved the consultant contract to complete a traffic study for Market Boulevard from West 78th Street to TH 5. On May 23rd, 2016 the study was completed and the findings were presented to City Council. The study provided a summary of analysis from existing conditions, crashes, and future conditions. The final recommendation for future improvements includes the development of a four -lane divided roadway from West 78th Street to the TC&W Railroad tracks. The section of Market Boulevard between the TC&W Railroad tracks and TH 5 would generally remain consistent with current conditions. "Dedicated" left -turn lanes on Market Boulevard were recommended and should reduce the number of crashes that occur with vehicles turning left and allow through traffic to flow freely. Staff will program these improvements estimated at $3,200,000 as part of our Capital Improvement process in the fall of 2016. DEVELOP A COMPREHENSIVE PARK PLAN: ESTABLISH A VISION FOR THE CITY'S OVERALL PARK AND TRAIL PROGRAMS, INCLUDING LONG-TERM PARK NEEDS AS WELL AS REPLACEMENT PROGRAMS/POLICIES. The City Council on June 27, 2016 approved a contract for services for the master park plan and Park & Recreation Comprehensive Plan Update with HKgi. Staff solicited, proposals from three experienced firms. This comprehensive planning process will provide a 20 -year vision and outline a Capital Investment Plan for the city's parks, trails and open space system. Included in the planning process is highlighting the recreational opportunities, based on citizen input and priorities. The final master plan will be used as a road map to create a vision for the city's overall comprehensive park and trail system for the next 20 years. The schedule for this master park study is as follows: Phase I: Project organization and kick off meeting - July 2016 Phase II: Inventory, Synthesis and Evaluation - August 2016 - November 2016 Phase III: System Visioning - December 2016 - February 2017 Phase IV: Prepare System Plan and Comprehensive Plan Chapter — March 2017 — September 2017 Staff will provide periodic updates to the City Council regarding this process over the next year as significant progress and feedback is received. ® gAadmin\tg\work plan\2016\2016 work plan.doex Enhance Local Tax Base 2040 COMPREHENSIVE PLAN UPDATE: THE CITY'S COMPREHENSIVE PLAN IS UPDATED EVERY TEN YEARS. THIS PROCESS ESTABLISHES THE VISION AND SETS THE COURSE FOR GUIDING FUTURE LAND USE, PARK AND RECREATION, TRANSPORTATION, AND WATER RESOURCES FOR THE NEXT TWO DECADES. STAFF PROPOSES AN EXTENSIVE PUBLIC PROCESS, INVOLVING PEOPLE THROUGHOUT THE COMMUNITY., On April 20, 2016 the City Council, key city staff and members of our four city commissions met to jointly discuss the most important issues to be included in the updated 2040 Comprehensive Plan. The discussion focused on our community strengths and assets, the critical issues and questions we need to consider and priorities over the next year. Staff presented this process at the City Council's May 9t" work session. Listed below are the key issues that came from the meeting: • Highway 101 — Pioneer Trail to County Road 61 • Lifestyle Center • Water Conservation • Park & Recreation Master Plan • Emerald Ash Borer • Downtown Redevelopment • Infilling Development Staff will be continuing with the Comprehensive Plan Update based on the attached schedule (see attachment #2). g:\admin\tg\work plan\2016\2016 work plan.docx BUSINESS SUBSIDY EDUCATION: COUNCIL EDUCATION ON TAX INCREMENT, FINANCING, LIVABLE COMMUNITIES ACT GRANTS, CARVER COUNTY CDA GRANTS, ETC; AND DEVELOP A BUSINESS SUBSIDY PROGRAM FOR, ECONOMIC DEVELOPMENT POLICIESIPRACTICES. Programmed for September 2016. LIFESTYLE CENTER SITE: WORK WITH PROPERTY OWNERS, COMMUNITY MEMBERS, AND CITY COUNCILISTAFF TO DEVELOP A SHARED VISION FOR, THE SITE. Programmed for September 2016. 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