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11/29/2011 - City Council Finance Committee AGENDA FINANCE COMMITTEE MEETING NOVEMBER 29, 2011 12:00 -2:00 P.M. CITY HALL CONFERENCE ROOMS 2A & 2B f 3 3 I. AGENDA ADOPTION �• II. FUND BALANCE POLICY -Q D III. REVIEW RESEARCH ON TWO - TIERED FEE SYSTEM FOR CITY FACILITIES (FOR PROFIT AND NOT FOR PROFIT) 1 IV. REVIEW 2012 CASCADE BAY BUDGET -P37 V. FIVE 9'S COLOCATION UPDATE VI. OTHER BUSINESS VII. ADJOURNMENT C!ty of Eaftali Meo TO: FINANCE COMMITTEE FROM: CITY ADMINISTRATOR HEDGES DATE: NOVEMBER 25, 2011 SUBJECT: FINANCE COMMITTEE MEETING / TUESDAY, NOVEMBER 29, NOON -2 P.M. A Finance Committee meeting is scheduled for Tuesday, November 29, from 12 -2 p.m. in Conference Room 2A &B. Also, as a reminder, in keeping with past practice, no plans are being made to provide lunch on the 29 so, if you could, please plan to eat before the meeting or bring a "brown bag" lunch. Enclosed are background memos for each item to be discussed at the meeting. Please feel free to contact me if you have any questions in advance of the November 29 Finance Committee. /s /Thomas L. Hedges City Administrator Finance Committee Agenda Information Memo November 29, 2011 II. Fund Balance Policy ACTION TO BE CONSIDERED: To provide input on proposed changes to the City's fund balance policy and direct staff to place the revised policy on a future regular City Council meeting agenda for approval. SUMMARY: There are essentially four things proposed here: 1. Housekeeping changes to the Fund Balance policy to match it up with new GASB terminology 2. A one -time resolution for existing Special Revenue funds that "restricts" or "commits" fund balance 3. A process for establishing new Special Revenue funds on the rare occasion that we need to do that (included as part of the revised policy) 4. Designation of authority to staff to "assign" funds after year -end. This is the only item with a significant public policy question. There is NO change proposed to the existing General Fund fund balance target % range. FACTS: • As mentioned by KDV, our independent auditing firm, at last June's presentation of the City's annual financial statements, new reporting requirements related to fund balance will take effect with the December 31, 2012 financial report. • The new Government Accounting Standards Board (GASB) Statement No. 54 does away with the restricted /unrestricted and designated /undesignated categorizations of fund balance and replaces them with five categories (from most restrictive to least): o Nonspendable — inventory, prepaid assets, other things not readily convertible to cash o Restricted — restricted by outside agencies, such as with debt covenants, State /Federal grants, etc. o Committed — restricted for a specific use by formal City Council action o Assigned — intended for a specific use (a) by the very nature of the fund (e.g., all of our special revenue funds, capital projects funds, and debt service funds) or (b) within the General Fund without formal Council action. ( "Cash flow" or "working capital" do not meet the "specific use" criteria.) o Unassigned — applies to fund balance in the General Fund that doesn't fall into one of the other categories • GASB 54 also requires that for fund balances to be committed, Council action must be taken before the reporting year is concluded (i.e., December 31). Prior to 3 Finance Committee Agenda Information Memo November 29, 2011 GASB 54, the Council could restrict funds, for financial reporting purposes, anytime after year -end up until the financial statements were issued. • We don't know how other interested parties (State Auditor, legislators, etc.) will interpret these new categories, but generally, the more restrictive the categorization, the less likely it is to be targeted for use or spend -down by those interested parties. • The italicized optional paragraph on the second page of the Fund Balance Policy would authorize staff to assign a portion of the General Fund fund balance after year end, when results of the year are known but it is too late to formally commit the funds for a specific purpose. As the policy states, such assignments would be made with the acknowledgement of the Council, and would be done for reporting purposes only. Alternatively, the Council can take formal action anytime after year end but before the financial reports are printed to assign (but not commit) fund balance. Including the optional paragraph adds flexibility in the event of assignment decisions made late in the report preparation process. ATTACHMENTS: • Mark -up draft of the proposed Fund Balance Policy revision is on pages S through 7 . • Resolution to establish find balance categories for existing Special Revenue funds is on pages c and DRAFT amendment — Nov 2011 City of Eagan FUND BALANCE POLICY a - _ . . _ I. DEFINITIONS "Fund balance" is the difference between a fund's assets and its liabilities. "Nonspendable fund balance" is the portion of fund balance that cannot be spent because of its form, such as inventory or prepaid expenses. "Restricted fund balance" is the portion of fund balance subject to externally enforceable limitations on its use, such as legislative restrictions, debt covenants, and grant restrictions. "Committed fund balance" is the portion of fund balance intended for a specific purpose and set aside by formal action of the City Council. "Assigned fund balance" is the portion of fund balance intended for a specific purpose, but is not nonspendable, restricted, or committed fund balance. "Unassigned fund balance" is the portion of fund balance that is neither nonspendable, restricted, committed, nor assigned. II. GENERAL FUND Purpose The purpose of this section of the policy is to set out the targeted range of the undesignated unassigned fund balance in the City's General Fund, and to delineate the parameters to be considered as the basis for appropriation of the available fund balance resources, and to establish the process for committing or assigning fund balance. Targeted Range The targeted range for the 4n-designated unassigned fund balance is 40 to 45% of the next year's general fund expenditure budget (excluding any contingency appropriations). C-� Use Parameters The parameters for consideration of appropriation of the undes hated unassigned fund balance are as follows: 1. The fund balance is first and foremost the City's first -line contingency account and is looked upon as a savings account. 2. Appropriations of the fund balance should be for projects or expenditures of community -wide benefit. Fund balance should not be spent on projects that, absent this funding source, would not be considered on their own merits. Fund balance expenditures should eliminate existing tax levies or assist in avoiding future tax levies. 3. Appropriations of fund balance should not replace other revenue streams in support of required ongoing operational programs or service delivery. Non - replacement of other revenue streams assumes that fees are at proper levels to support related programs, other revenue sources are appropriately collected to support related activities, and taxes are at fair and competitive levels to support the community's desired level of programs and services. Fund balance appropriations should therefore be viewed as available for one -time or transitional expenditures only. Fund Balance Commitment/Assignment Unassigned or assigned fund balance may be committed for a specific purpose by formal action of the City Council. For year -end financial reporting purposes, the commitment must occur prior to December 31 to be reported as a committed fund balance for that year. [OPTIONAL PARAGRAPH: The City Council has delegated authority to the Director of Administrative Services to designate a portion of the unassigned fund balance as assigned fund balance for an intended use for reporting purposes. Such designation for year -end reporting may occur subsequent to December 31, after preliminary results for the year are known. In practice, such designations will be made with acknowledgment of the City Council.1 III. OTHER FUNDS Purpose The purpose of this section of the policy is to set out how special revenue funds will be established, and how the components of fund balance in other funds are classified. /2 Establishment of New Special Revenue Funds New Special Revenue funds will be established by resolution. The resolution for the each fund will include the specific revenue sources for that fund, the purpose(s) for which those revenues and other residual revenue streams (e.g., interest income) are intended to be used, and whether the fund balances are restricted or committed. Generally, all revenue types and related fund balances that do not comprise restricted fund balance will be established by the resolution as committed for the purpose of the fund. As such, the fund will not have an assigned fund balance. Other Non - Special Revenue Funds 1. Debt Service Funds a. Fund balances for debt service funds are restricted up to the amount of the outstanding principal and interest of the bonds for which the fund was established. b. Fund balances in excess of the restricted fund balance in special assessment improvement debt service funds are deemed committed fund balance as such fund balances, per City Code Section 2.79, are to be transferred to the Community Investment Fund upon closing of the debt service fund. c. Fund balance in excess of the restricted fund balance in other debt service funds are deemed assigned unless specifically committed by City Council action. 2. Capital Projects Funds a. Fund balances for TIF district capital projects funds are subject to State statutes restrictions and, accordingly, constitute restricted fund balances. b. Fund balances for capital projects funds that are funded by grants from government agencies or other external organizations also constitute restricted fund balances. c. Fund balances for other capital projects funds are considered assigned for the project or purpose for which the fund was established. 7 3 RESOLUTION CITY OF EAGAN COMMITTING SPECIFIC REVENUE SOURCES IN SPECIAL REVENUE FUNDS WHEREAS, Governmental Accounting Standards Board (GASB) Statement 54 establishes various components of fund balance, including restricted fund balance, which comprises revenues with external (non -City) restrictions on their use, and committed fund balance, which comprises revenues committed to a specified purpose by the City Council; and WHEREAS, GASB 54 states that special revenue funds are used to account for and report proceeds of specific revenue sources that are restricted or committed for specified purposes other than debt service or capital projects; and WHEREAS, the term "proceeds of specific revenue sources" establishes that one or more specific restricted or committed revenues should be the foundation for a special revenue fund and comprise a substantial portion of the fund's revenues; and WHEREAS, City Council action is required to formalize the commitment of the specific revenue sources to the specified purposes, NOW, THEREFORE, BE IT RESOLVED by the Eagan City Council that the specific revenue source(s) of each special revenue fund and the specific purposes for which they are restricted or committed are as follows: Fund Specific Revenue Sources Committed For Restricted For Housing Bond monitoring fee Housing Forfeitures DWI Forfeitures Law enforcement programs per MN Statutes 169A.63 Prostitution forfeitures Law enforcement programs per MN Statutes 609.5312 and 609.5313 MIF Revolving Loan Payments on existing Repayment to the State loans coordinated through (80 %) and funds for future the MN Investment Fund loans (20 %) per MN Statutes 116J.8731, and MN Rules Chapter 4300 Cedarvale Special Services Property tax levy Special Services District District maintenance expenditures Cable TV Franchise Fees Cable franchise fees Communications - related expenditures, including Communications Dept operating expenditures accounted for in the General Fund; non -PEG eligible expenditures in the E -TV Fund; certain fiber installation projects Fund Specific Revenue Sources Committed For Restricted For E -TV PEG fees Public, educational and government programming per 47 CFR 76.5 and the 1984 Cable Franchise Policy and Communica- tions Act BE IT FURTHER RESOLVED, the foundational revenue source and commitment and restriction of those sources is stated above, and it is known there will be other residual revenue streams, and it is the intention that these funds be committed for the same purpose specified for that fund. Dated: December , 2011 City of Eagan City Council By: Its Mayor Attest: Its Clerk CERTIFICATION I, Christina Scipioni, Clerk of the City of Eagan, Dakota County, Minnesota, do hereby certify that the foregoing resolution was duly passed and adopted by the City Council of the City of Eagan, Dakota County, Minnesota, in a regular meeting thereof assembled on this _ day of December, 2011. 9 Agenda Information Memo Finance Committee Meeting November 29, 2011 III. REVIEW RESEARCH ON TWO - TIERED FEE SYSTEM FOR CITY FACILITIES (FOR PROFIT AND NOT FOR PROFIT). ACTION TO BE CONSIDERED: To provide direction to staff regarding further action or study pertaining to rates for the use of City -owned facilities. FACTS: • Members of the Council have been approached by at least one leader from a local non- profit group requesting that the City consider offering lower "Non- Profit" rates for the use of City -owned facilities including the Eagan Community Center. • The Council directed this issue to the Finance Committee for further study at the October 4 Listening Session. • The attached memo includes information regarding current use and fees charges for City Facilities and services to non - profit groups. • The results of a survey of several other metro cities are included along with a list of Eagan-based non - profit groups. ATTACHMENTS: • Enclosed on pages 1 1 through is an informational memo regarding current use and fees for City Facilities. • Enclosed on pages 1 (.p through ( - 7 is a survey of several other metro cities. • Enclosed on pages J' through is a list of Eagan-based non - profit groups. ID I I,P l City of Eaaall memo To: Tom Hedges, City Administrator From: Juli Seydell Johnson, Director of Parks & Recreation Date: November 25, 2011 Subject: Non - Profit Facility Fees The Council directed this issue to the Finance Committee for further study at the October 4 Listening Session. Staff was asked to provide information concerning current use and fees charged for City facilities and services to non -profit groups. The Council further asked for information about the fees charged by similar communities. The first table shows the amount of City of Eagan facility rentals currently being used by non - profit groups. of Rental 2011 YTD Use by 2011 YTD Total Revenue from Non Facility Rental Revenue Non Profits Profits Eagan Community Center $ 251,103.00 $ 77,842.00 31% Eagan Civic Arena $ 589,116.00 $ 477,184.00 81% Cascade Bay $ 162,416.00 $ 86,080.00 53% Eagan Room $ 947.00 $ 332.00 35% Park Shelters & Pavilions $ 41,160.00 $ 2,881.00 7% Athletic Fields $ 74,271.00 $ 8,913.00 12% The following fees have been waived or services provided at no cost to non - profit groups during the previous year: • 5 Park Shelter Rentals (School District 196, Eagan Garden Club, and Eagan VFW) • Athletic Field Use by In -House teams from Eagan and Eastview Athletic Associations • Gym Use at the ECC by School District 196 • 6 Temporary Liquor License Fees • 1 Sound Amplification Permit Fee • $27,942 in Fireworks, permits and facility use to 4 of July Fun Fest i 1 • Facility use and staff support to Friends of the Farm and Eagan Art Festival • $2,952 in Marketing "Donations" such as Cascade Bay Passes and "Baskets" to various non - profit fund raising events. CURRENT PRACTICE: Eagan Community Center: Current Rate Categories: • Oaks banquet room — no price differentiation • All other meeting rooms — Resident and non - resident • Gymnasium — P &R Programs, Recognized Eagan Civic and Community Service Non -Profit Organizations (identified as EAA/EVAA), Private Typical Uses by Non Profits: Banquet and Meeting Room Rentals, Gym Rentals Exceptions: Athletic Associations, School District, City Hosted Meetings Total 2011 YTD Rental Revenue: $251,102.61 Approximate Percent Non Profit: 31% ($77,842) When the ECC was under construction during 2002 -3 the Operations Committee of the City Council met regularly with City Staff to review how the building would operate. One of their top priorities was to ensure that the building would be accessible to the public while remaining financially viable. The discussion about fees for each portion of the building was based on surveys of other facilities and the intended use for each space in the building. Because Eagan residents were paying for a bond that built the park and building, the Council felt that there should be a resident/non- resident differentiation in many of the meeting spaces, Blast playground and fitness membership rates. The banquet room was addressed differently with no reduction in price for residents, but residents had the opportunity to reserve the banquet space 6 months farther than non - residents. In looking at gym space the Council approved rates and scheduling priorities. Scheduling priorities were defined in order of Parks and Recreation programs, recognized Eagan Civic and Community Service Non - Profit Organizations (specifically identified as EAA and EVAA) and other private rentals. The rates were also set to match those priorities; in 2003, for example, EAA/EVAA rates were $25/hr /gym whereas private rentals were $50/hr /gym. Those rates have increased to $32 /hr and $58/hr respectively today. Civic Arena: Current Rate Categories: • Ice time: Prime, non - prime, off -peak • Meeting Space Rental: Resident, non - resident • Training space Rental; Prime, non -prime Typical Uses by Non Profits: Ice Rental, Meeting Room & Training Space Rental Exceptions: EHA use of Training Space as part of annual construction payment. Total 2011 YTD Rental Revenue: $589,115.71 (2011 to date) Approximate Percent Non Profit: 81% ($477,184) is Cascade Bay: Current Rate Categories • Groups: taxable and non - taxable • Season Passes — Resident and non - resident • Private rentals: taxable and non - taxable Typical Uses by Non Profits: Group Admittance and Private Rentals Exceptions: Marketing partners; i.e, Dakota County Library, Eagan Hockey Assoc Total 2011 YTD Rental Revenue: $162,415.94 Approximate Percent Non Profit: 53% ($86,080) Eagan Room: Current Rate Categories: • City Departments • Youth Groups • Local Civic Groups • Local Resident Groups • Non - Resident Groups • Profit Making Groups Typical Uses by Non Profits: Meetings and Trainings Exceptions: None Total 2011 YTD Rental Revenue: $947 (29 reservations) Approximate Percent Non Profit: 34% ($322) Park Shelters and Pavilions: Current Rate Categories: Resident and Non - Resident Typical Uses by Non Profits: Picnics and Meetings Exceptions: Athletic Associations, School District Total 2011 Rental Revenue: $41,160 (366 rentals. 5 rentals had fees waived.) Approximate Percent Non Profit: 7% ($2,881) Athletic Fields: Current Rate Categories: Resident and Non - Resident Typical Uses by Non Profits: Games and Tournaments Exceptions: In -House Athletic Association sports pay no fees, used approximately 2,800+ hours of athletic fields during summer and fall this year Total 2011 Rental Revenue: $74,271 (116 Rentals; 1,135 Free Bookings) Approximate Percent Non Profit: 12% ($8,913) Temporary Liquor Licenses: Seven community non - profit groups had fees waived for Temporary Liquor or Sound Amplification permits during 2010. The total amount of fees waived was $850. Groups 13 that had their permit fees waived were Faithful Shepherd (3), Trinity School at River Ridge, the Eagan Foundation, Caponi Art Park, and the Eagan Lions Club. Community Festivals — 4th of July, Eagan Art Festival, and Holz Farm Events July 4th Fun Fest • Total fees requested to be waived ($942) include the following: o Shows License Fee: $25 o Parade Permit Fee: $25 o Fireworks Permit Fee: $25 o Temporary 3.2 percent malt liquor(beer) license $25 o Central Park Pavilion: '/2 day rental $95 *3 days =$285 o Central Park Festival Grounds Pavilion: '/2 day rental =$95 o Central Park Festival Grounds: $154.00 *3 days = $462.00 o Undetermined number of staff hours for Administration, Fire, Parks, Police, Streets • The city budgets $27,000 to support the Fireworks Holz Farm • There are three(3) jointly managed events with the Friends of the Farm at Holz Farm • City provides staff support. • Facility is provided at no cost. • City funds pay for entertainment and marketing. • Friends of the Farm raise money through concessions, ticket fees and donations. • Friends of the Farm provide volunteers. • Holz Farm also hosts the Eagan Garden Club Plant Sale at no cost to the Garden Club. Eagan Arts Festival • Facility is provided at no cost (Festival Grounds & Pavilion $883) • Parks & Recreation Stage and sound system use • Staff support from Parks & Recreation Dept. • Marketing support from Parks & Rec. • Dakota Center for the Arts(DCA) pays for city permits for electrical and tents • DCA shares expenses for the Kid's Art Tent activities and Art Experience Tent activities Survey Fourteen(14) Cities responded to a non - profit rate survey. Of the responding cities, nine cities offer separate rates and five do not. In addition, many cities waive fees for licenses and permits for community events offered by certain non - profits. See attachment on pages /4 to /7 for details. lL Marketing "Donations" ECC, Civic Arena and Cascade Bay get hundreds of requests during the year for donations for various groups, organizations or individuals. To respond to several individual requests that began once Cascade Bay opened in 1999, the City Council set a policy to allow for the distribution of a maximum of 50 sets of daily admissions. This practice has continued for each of the facilities. The 2011 donation value for Cascade Bay is $1,000, ECC is $500 and Civic Arena is $600. In addition, several community groups have asked for larger donations for their fundraising efforts. Groups tracked from 2007 include Rotary Gala, Eagan Foundation, Crime Prevention Golf Event, Dakota Center for the Arts, Dakota County Chamber Gala and YMCA. The 2011 donation value is $852. The total value for these specific group donations from 2007 -2011 is $3,343. Eagan Non Profit Groups The list of Eagan-based non - profit community groups used for the 2011 Showcase Eagan invitations is included on pages/ e to ap I c pm w E v a T N m a m" a u d C . . E m N E O Y 2 .m= L r N W `p Y m ,= m N r o 2 a` c E Q :. S. . 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E - . m - o .c o o0° m � ' c o a °d o aa «7 , n ° 1 - ra w ' m m 3 m '3 - m N W n E O 0 = c m co Q C a o n • > m 0. a •• 0 N > S• o n 0 s c = m n m f W i7 Organization Contact 1 360 Communities Doreen L'Allier Advent United Methodist Church Lori McBride All Saints Lutheran Church Nancy Hogan American Cancer Society (Relay for Life) Todd Peterson American Red Cross Mike Fries American Red Cross - Platelet Apheresis Alexis Kalae Verdeja Beautiful Savior Lutheran Church Pastor David Koeplin Big Brothers & Big Sisters Boy Scout Troop 510 Ken Loher Burnsville- Eagan- Savage Area Learning Center Janice Porter CAP Agency Susan Hilla Caponi Art Park Molly Swailes Catholic Community of St. Thomas Becket Karen Maza Chapel Hill Baptist Church Pastor Paul McVety Cheerful Givers Karen Kitchel Christ Lutheran Church and Preschool Claire Haedike Crossroads Church Michelle Whiting Dakota Center for the Arts Wanda Borman Dakota Communications Center (DCC) Jenny Hildebrandt Dakota County 4 -H Kathy Johnson Dakota County CDA Sara Swenson Dakota County Elks Club Dean Haifa Dakota County Library Mary Wussow Dakota County Parks (Lebanon Hills) Steven Sullivan Dakota County Regional Chamber of Commerce Ruthe Batulis Dakota Woodlands Abigail Webster DARTS Deborah Tompkins District 196 Community Ed Lisa Beytien - Carlson Eagan & Lakeville Resource Centers Lisa Horn Eagan 4th of July Funfest { Tracy Fahrenkamp Eagan 55+ /Seniors Margaret Miller Eagan Airport Commission ................................................................... ............................... ...................... ... 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Eagan American Legion Post 594 Tom Mullon Eagan Art Festival Barb Graycarek Eagan Athletic Association (EAA) Dave Unmacht Eagan Citizens Crime Prevention j Manalee Johnson Eagan Community Theatre Jim Anderson Eagan Convention & Visitor's Bureau Brent Cory Eagan Energy and Environment Commission Eagan Fire Auxiliary Cathy Sportelli Eagan Foundation Laurie Halverson Eagan Garden Club Marianne Adelmann Eagan High School Dr. Polly Reikowski Eagan Hills Alliance Church Lynn Hanson Eagan Hills MOPS (Mothers of Preschoolers) Eagan Historical Society Joanna Foote Eagan Hockey Association Thomas Manzella Eagan Ice Crystal Figure Skating Club Annette Kojetin Eagan Lioness Becky Hanson Eagan Lions Wayne Elling Eagan Men's Chorus David Rokke Eagan Tribute and Memorial Tom Mullon Eagan Women of Note Thera Burtt Eagan Women of Today Sandy Gaffney Easter Lutheran Church and Preschool Alicia Borman Eastview Athletic Association (EVAA) Scott Selby Eastview Hockey Association Jeff Tuthill Faith in Christ Fellowship Patty Carlson Faithful Shepherd Catholic School John Boone Faithful Shepherd Knights of Columbus #7604 Art Henricks Feed My Starving Children Gwendolyn Cowie First Calvary Baptist Church Chris Juvinall Friends of the Eagan Core Greenway Val Jackson Friends of the Farm Norm Peterson Friends of the Wescott Library John Elliot Girl Scouts of MN & WI River Valleys Kristine Parker Jesus Celebration Center Teri Harmening HealthEast Care System Kay Baker Kids 'n Kinship / MOMS Jan Belmore Lincoln Place Kate Tobin Lutheran Counseling Center Suzanne Stoltenberg Living Word Lutheran Church Pastor Tim Skramstad MICAH South John Slad Minnesota Family In- Fisherman Club Jeff Rudy : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : Minnesota Valley Exchange Club Jim Nelson M.O.M.S. Club Minnesota Valley Transit Authority (MVTA) Robin Selvig MOMS Club of Eagan - East Jennifer Hooyman Mount Calvary Lutheran Chaplain David Lillejord Moms In Touch Cathy Proebstle Northern Dakota County TriDistrict Community Cori Reynolds Education Oak Hills Church Julie Lord Paideia Academy Mary Hall : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pathway (ISD 196) Christyna Jarosh Peace Church Eagan Mark Reynoso Northern Star Council, Boy Scouts of America Kirk Heimstead ProAct Carolyn Dobis Pilot Knob STEM Magnet School Susan Brott Recycling Zone Laura Villa : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . : Rahn Elementary Elaine Mehdizadeh Saint John Neumann Church Lisa Okoneski Rotary Club of Eagan John Rhody Saints Martha and Mary Episcopal Church Al Campell School District 197 Susan Brott Simple Steps Susan Mountain Soldiers' Angels Tina Riner Science of Spirituality, Minnesota Arvind Naik Southwest Area YMCA Nyam Smith Store To Door Molly Kennedy - Lageson St. Elizabeth Orthodox Church Fr. Marc Boulos Thrivent Financial Northern Dakota County Karen Dare Chapter Toastmasters International Carol Duling Trinity Lone Oak Lutheran School Sean Martens Trinity Lone Oak Lutheran Church Pastor James Kroonblawd Vale Educational Center Jayne Tiedemann Woodcrest Church Helen McDonnell Youth Forum Darby McDonald Trinity School at River Ridge Peg Louiselle 108 ; 104 19)0 Agenda Information Memo Finance Committee Meeting November 29, 2011 IV. REVIEW 2012 CASCADE BAY BUDGET ACTION TO BE CONSIDERED: To provide direction to staff regarding final preparation of the 2012 Cascade Bay Operating Budget. FACTS: • A preliminary 2012 Cascade Bay Budget was presented in a brief manner to the City Council at the Special Meeting on October 11, 2011. • Acknowledging financial pressures at Cascade Bay and challenges in the preparation of the 2012 Budget, the budget was directed to the Finance Committee for further review. • A November 7, 2011 article in the StarTribune illustrates that Eagan is not alone in dealing with challenges within certain enterprise operations in these difficult economic times; whether it be art centers, golf courses, community centers, or swimming pools. • Public policy considerations for the Finance Committee are incorporated in the memo from Director of Administrative Services VanOverbeke. ATTACHMENTS: • Enclosed on pages through as is a copy of the memo from Director of Administrative Services VanOverbeke providing background information on Cascade Bay and some possible options to address the situation. • Enclosed on pages azo through c is a copy of the StarTribune article referenced above. • Enclosed on pages 30 through 2' is a copy of the 2012 Cascade Bay Budget as presented at the October Special Meeting. °9-4 10 Gity of Eapft Meo To: City Administrator Hedges From: Director of Administrative Services VanOverbeke Date: October 14, 2011 Subject: Cascade Bay Budget At your request I am writing this memo to provide options for consideration regarding the 2012 and ongoing Cascade Bay Budgets. As you are aware, the 2012 Cascade Bay Budget was presented to the Budget Team with two different scenarios. One option included $1,167,100 in projected expenditures and $1,167,100 in estimated revenues, so the budget was technically balanced on paper. This option was presented in the City Council packet for brief discussion at the Special City Council Meeting on October 11, 2011. The other option which provided for more realistic revenue projections showed projected expenditures of $1,167,100 and estimated revenues of $1,091,000 meaning the budget is out of balance by $76,100. Staff is not comfortable reducing the projected expenditure projections while trying to maintain operations in a manner that is consistent with previous years. Nor is staff comfortable inflating what are thought to be realistic revenue projections by $76,100 to achieve a balanced budget that is probably not achievable, absent a significantly above average attendance year. Background Cascade Bay was approved in 1998, constructed in1998 and 1999, and opened to the public in 1999. The facility was projected to be financially feasible at an annual attendance of 135,000. The capital financing for the facility was as follows: Cinnamon Ridge Note $ 1,200,000 C I F Note 800,000 Sub -total Fixed Repayment $ 2,000,000 Advance From C I F Fund 1,000,000 Cash Payment from C I F 4,140,000 Grand Total $ 7,140,000 The Cinnamon Ridge Note (Housing Fund) is payable over a 20 year period (1999 — 2018) and requires annual debt service payments of approximately $96,000. The 12 -31- 2010 outstanding balance was $610,000. The CIF note is also for the same 20 year period and requires annual debt service payments of approximately $64,000. Therefore o9� the total annual debt service is about $160,000. These debt service obligations have been budgeted and paid annually from operations beginning in 1999. The amount included in the proposed 2012 for debt service is $157,400. The $1,000,000 Advance from the CIF was set up as a balloon payment after 20 years, subject to the availability of cash reserves. The balloon payment required an annual set aside of approximately $85,000 in order to have the funds available in 2018. Since annual set aside funds from operations did not materialize, the Eagan City Council in official action in November of 2006, as part of the 2007 budget approval, eliminated further consideration of repayment of the advance. This meant that the Cash payment from the CIF in the above table was increased from $4,140,000 to $5,140,000 and total debt obligations for Cascade Bay were fixed at $2,000,000. Also, a decision was made early in the process that Cascade Bay operations would not be expected to finance annual depreciation which is consistent with other City enterprise activities. Instead, an annual appropriation would be set aside from operations for future renewal and replacement of equipment. The annual allocation for renewal and replacement began at $50,000 and for the 2012 Budget is $69,900. These allocations have also been budgeted, set aside each year, and used to purchase replacement equipment. The long -term financing and operational plan assumed that high attendance years would increase the cash reserves and make dollars available for the lower attendance years, acknowledging weather dependence and competition for entertainment dollars. The following chart demonstrates the actual Cascade Bay attendance for the years 1999 through 2011 along with an average for all 13 years of operations and a five year average for the most recent five years: Cascade Bay Attendance 180,000 160,000 —Attendance 140,000 13 yr Avg 120,000 - ��' 5 -yr Avg 100,000 — 80,000 - 60,000 40,000 20,000 7 1 1 1 1 I 1 T 1 —1 01 0 1--1 N M i11 lD N 00 01 0 < - I al 0 0 0 0 0 0 0 0 0 0 <-1 al 0 0 0 0 0 0 0 0 0 0 0 0 ,-1 N N N N N N N N N N N N Finance staff is undertaking a detailed review to determine the impact of unanticipated capital and /or repair expenditures that have negatively impacted the current cash position of the facility. The pool deck repairs at a net cost of nearly $500,000, construction of the miniature golf course at approximately $150,000, and the recent c replacement of the slide for nearly $200,000 are significant examples of cash outlays that were not part of the original financing plan. The pool repairs were necessary to maintain a facility that presented itself as a place where guests wanted to visit. The golf was added as an amenity that would hopefully attract more visitors and to add a feature other than water while the slide responded to quest desires for something new and different. It is difficult to definitively determine the effect of any of these changes, but it appears that they cause a temporary uptick, but do not have a long -term material impact on the bottom line. In and of themselves they do not overcome demographics and adverse weather conditions. Current Situation At December 31, 2010 Cascade Bay had total cash and investment reserves of $200,646 and should have had cash set aside for renewal and replacement of $606,586, meaning the general or operating balance is behind by about $400,000. This behind number results primarily from the expenditures in the previous paragraph (totaling $850,000) and our inability to increase operating margins enough annually to replenish the operating reserves. The stretch to balance the 2012 Budget compounds this problem and in fact exacerbates the results of the attendance trends. Staff has consistently increased marketing and added programs and activities to increase annual revenues while holding the line or reducing expenditures. That effort has been effective, but has become basically a break even proposition and has not increased reserve balances over the longer term. Given the community demographics, competition from other water parks and competition for the entertainment dollar in general, it is difficult to envision a scenario under basically status quo operations in which the cash reserves can be replenished. Further, it is more and more challenging by the year to prepare realistic budgets that are balanced in a conservative fashion with realistic expenditure appropriations and conservative revenue projections per the City's desired practices. The significant difference between the 13 year and the 5 year attendance averages in the above graph highlights the impact of the challenges relating to demographics and weather considerations. It also calls into question the value of significant capital expenditures in trying to keep the facility fresh, although there is no way to measure the impact of not having made the enhancements. Options to Address the Situation (In no particular order and with no recommendations) 1. Adiust operations by raising rates and /or reducing services Consideration might be given to raising rates and /or trying to reduce expenses by more frequent closing of the facility on days with adverse conditions. There is some concern that the rates are fairly elastic and if they are increased, attendance will go down making the overall revenue picture worse. It's hard to know exactly where the sweet spot with rates is, but it will be a big gamble to push very hard on rates. Similarly, it might be possible to save some expenses by closing more frequently, but that will be a negative to the notion that for the most part the facility will be open and there will be no surprise "closed" signs when patrons show up. Also, attendance might go up, if patrons were allowed to bring food into the facility, but concessions will go down and in the end that could result in making the bottom line worse. 2. Accept the status quo for as lonq as possible This course of action would probably require acceptance of unbalanced budgets and a continued drain on reserves until the operating losses could no longer be sustained. This action could possibly be modified by discontinuing the funding of the renewal & replacement account, preserving all cash for on -going operations. A future funding source would need to be identified to provide for the scheduled replacements of the equipment as it became necessary. This seems to reflect a postponement in dealing with the issues at hand. 3. Provide for an operating subsidy from other revenue sources Obviously, other revenue sources are limited and all come with an opportunity cost. They could be used to balance Cascade Bay annual operations on an on -going basis, but that would not address the current cash position unless annual subsidies created more revenues and transfers than expenses each year until the balance is caught back up to the desired level. 4. Turn the outstanding balances of one or both of the loans into grants This option provides an opportunity to lower annual expenses by $96,000, $64,000 or $160,000 while continuing to fund the renewal and replacement account. Eliminating all annual debt service of approximately $160,000 would provide a favorable budget variance into the future to replenish the cash balances. The Cinnamon Ridge Note (Housing Fund) may require some special attention due to where the dollars originated from. If necessary it could be paid by the CIF, but the details would be worked out with the City's bond attorney. All options, but especially number 4, would necessarily assume continued efforts to increase revenues and control expenditures so as to not just waste the opportunity to regain solid financial footing for the foreseeable future while striving for long -term viability. It should be noted that none of these choices are going to the change the community demographics and other environmental challenges facing Cascade Bay. They also do not remove the necessity for continued strong marketing, on -going program enhancements or creatively looking for ways to increase revenues and reduce costs. Please let me know if you have questions or other ideas that could be incorporated into background information. Directo of A inistrative Services VanOverbeke cc: Director of Parks and Recreation Seydell Johnson Superintendent of Operations Mesko Chief Financial Officer Pepper Assistant City Administrator Miller Format Dynamics :: CleanPrint :: http: / /www.startribune.com /local /133411103.html ?page... Page 1 of 4 GET T ELA?E } a StarTribune � z ��Y - Cities weigh services dropping along with interest in golf. that don't pay their way "Ifs a question of whether the model still works," said Edina City Council member Josh Sprague. "I'm quite sure a business couldn't Article by: ,Star Tribune run at 75 percent efficiency." Updated: November 7, 2011 - 11:08 PM But Edina Mayor Jim Hovland said that view holds community features like art centers Increasingly, the "fun stuff' owned and run and pools to an unfair standard. by cities -- art centers, golf courses, community centers and swimming pools -- "Business is designed to make a profit; are no laughing matter. government is designed to deliver a service," he said. "These were never designed to make Some cash - strapped cities have started a profit; they were intended as a benefit to pulling money from funds intended to residents." sustain these amenities to pay for other city needs, causing a cash crunch when a golf From golf to cemeteries course or ice arena needs updating. Making matters worse, many of the amenities that By definition, city "enterprise operations" are are supposed to pay for themselves are usually expected to be self- sustaining losing money, leaving city officials debating through fees and charges. Those ventures what kind of financial standards those can include municipal liquor stores, water a community assets should meet. nd sewer funds and ice arenas. But cities across Minnesota also are running senior Edina has hired a consultant to examine the developments, nursing homes, fitness operations of the city's Art Center and the centers, and even Laundromats and indoor Edinborough Park, both of which cemeteries as enterprise operations. recoup less than 80 percent of their cost. Richfield leased its mini -golf course to a Records collected by the state auditor's private firm. Brooklyn Park is examining the office show those operations are under future of golf operations, including increasing pressure from cities with tight Edinburgh USA, because course income is Advertisement n '8 sa r,�TLiWD Qo�trr S to 4 u OMAHA STEAKS Plus, get s„ ...1 ' 3 FREE Gifts Special C4'cle: 450692WN To Order: www.0 ma.haSteaks.com /print71 or call 1-877-605-0496 Print Powered By `/ 1 r 11 Dynamics 3 http://www.startribune.com/templates/fdcp?unique=1321910658098 11/21/2011 Format Dynamics :: CleanPrint :: http: / /www.startribune.com /local /133411103.html ?page... Page 2 of 4 APPIV. . GET THE 1.ATEST NEWS. ' StarTrubune tt budgets. Since 2006, large cities in the state The City Council decision seemed sound at have been pulling more of the profits from the time, Kampf said. enterprise operations to spend on other city needs. In 2009, large cities transferred 71 "Hindsight is 20/20," he said. "They were percent of net income, or more than $151 trying to watch taxes.... If we'd retained million, out of enterprise operations. those earnings, we'd be drawing on them to deal with the current downturn." But profits can be hard to come by at ice arenas and art centers. Bloomington In Richfield, the city's 18 -hole golf course prohibits use of enterprise funds for other once supported other enterprise operations. W city needs. hen the course was lost to airport expansion, the city was compensated with Lori Economy - Scholler, the city's finance $880,000. That money is used to support director, said that's because places like ice operations like the city ice arena. gardens will someday need repairs. Income from things like sale of city water, she said, The city also had an aging mini -golf course can soar or plummet depending on the that needed updating and repair. Last weather. spring, the city contracted those operations out to a private vendor. The vendor has "If they have fund balances, they won't need most of the responsibility of running the any subsidy," she said. "Why would you drain course and city officials expect to go from that for a one -time property tax fix ?" losing $20,000 a year on the operation to making a tiny profit -- but a profit -- of $16. A few years ago, the Brooklyn Park City Council pulled money from its golf "It's a big improvement to our bottom line," enterprise fund to help pay debt service on said Jim Topitzhofer, recreation services an ice arena. City Finance Director Cory director. Kampf said golf operations have been covering their own costs, "but it's been Chaska has been able to keep most of its tighter in the last two years or so." Golf enterprise funds going without subsidies, employees were laid off in 2008 and partly because the city has its own electric equipment purchases were delayed. utility that helps support other ventures. But Advertisement k1EpRTtANa QUALITY SAVE to 6 4 ° OAH. STE.S Pius, get 3 FREE Gifts Special Cole: 450692Wt To Order: www.O mahaSteaks.com /pritit71 or call 1-877-605-0496 Print Powered By tai , ` mrY an d Dyrtam�cs v a� http: / /www.startribune.com/templates/fdcp?unique=1321910658098 11/21/2011 Format Dynamics :: CleanPrint :: http: / /www. startribune .com /local /133411103.html ?page... Page 3 of 4 ;; GE !' THE LATEST NEWS. StarTribune g x the golf courses and the community center "If they can't achieve 90 percent of cost are aging and may soon need improvements. recovery, then perhaps they should not be in operation or they should be merged with That means balancing value with quality, said others," he said. City Administrator Matt Podhradsky. If all enterprise operations met that standard "We have to face the reality that ... if we don't this year, he said, the city could have shifted have a top -notch amenity, people have c municipal liquor store profits to the city's hoices with where they go to get their general fund to avoid a tax increase. recreation," he said. Sprague said he wants the enterprises to be successful, but that a more creative Setting financial standards approach than just raising fees and cutting staffing needs to be taken. Indeed, cities are acutely aware that continuously raising fees will lead residents "Once we get the consultants' evaluation, we to visit the golf course or art center next can break out of this box we've been in and door. Edina is wrestling with those issues the path will be clearer," Sprague said. "But in now. the interim, we cannot continue to subsidize these at this level. It's not sustainable." Edina's liquor stores cleared more than $1 million last year and its aquatic center also Hovland agrees that enterprise operations made money. But Braemar Arena, the golf need to be more efficient. But he bristles at courses, Centennial Lakes and Edinborough the idea that they should function as parks and Edina Art Center all lost money. businesses do. He said cities run things like The Art Center recouped just 71 percent of ice arenas at a loss because residents want its cost, losing $221,000. Money from liquor them but businesses can't make a profit store operations filled the gap. from them. Sprague, the City Council member, believes "We need to figure out reasonable operations that were intended to be self- performance expectations," Hovland said. supporting should have a set goal for cost "But what do we do if they don't make a recovery. profit? Are you going to shut down Braemar, Advertisement licil Send flo‘vers for arritr occasion #‘1111b } eis ft . , . , .0' > • ! '" « fF0lul x �r Order ONLY at � _ proflow comlhappy E 1'rO� lo`L rers or call 1-877-888-0688 Print Powered By (rift F or, rnat Dynamics http://www.startribune.com/templates/fdcp?unique=1321910658098 11/21/2011 Format Dynamics :: CleanPrint :: http: / /www. startribune .com /local /133411103.html ?page... Page 4 of 4 : GET M E LATEST NEWt StarTribune �v or the Art Center? "These are the things that people think are important to the fabric of the community." Mary Jane Smetanka • 612 - 673 -7380 Twitter: @smetan Advertisement N. Nf,ARTLAND QUAttry S AVE 6 4'° OMAHA STEAKS Plus, get , ,., , SINCE 1917 3 FREE Gifts Sia €eial c. .1, 45069ZWN To Order: www. m h /pritat71 or cal! 1 - 877 - 05 -0496 Print Powered By a { ` " r 1 i Dynamics http://www.startribune.com/templates/fdcp?unique=1321910658098 11/21/2011 2012 Proposed Budget Operating Budget G'itty of Eapn Aquatic Facility - Cascade Bay Responsible Manager: Cherry) Mesko, Superintendent of Operations 7Ntv PURPOSE & DESCRIPTION The purpose of the Aquatic Facility is to ent for residents and guests of all 4 „, � — `° ---�` • Provide a positive environment g & ,o ,� ;;�. �� ages to gather.” . .:: • Encourage and help build a sense of community through a wide •- �x ;�= range of recreational and social opportunities. 44 • Provide a high level of service accessibility and professionalism to expand revenue options to ensure the viability of this resource to the community. The Aquatic Facility is responsible for the following functions: • Provide a wide variety of water - related recreational opportunities for members and non - members. • Capture a high level of revenue to offset operational costs, debt repayment and expand the retained earnings capacity to accommodate future growth and expansion. • Protect the City's community investment by maintaining the integrity and value of the building and its amenities. • Create a welcoming atmosphere and solicit input from users to best determine how to meet existing needs and identify future growth opportunities. • Ongoing analysis of existing operation and research to find ways to expand the recreational opportunities beyond the three -month pool season in order to maximize the capital investment. PERFORMANCE INDICATORS 2009 2010 2011 2012 Description Actual Actual Actual Target Season passes sold 2,464 2,734 2,673 3,000 Total attendance 95,230 121,055 120,061 123,000 Group admissions 17,640 21,836 18,673 20,000 Days facility is open 88 89 90 89 Rounds of golf 4,662 3,980 4,488 4,500 Private rentals 5 10 9 10 3O 2012 Proposed Budget Operating Budget City of Balae Aquatic Facility — Cascade Bay Responsible Manager: Cherryl Mesko, Superintendent of Operations HIGHLIGHTS & CHANGES Expenditure by Category Reserve for P Parts and Renewal & Supplies Overview: The 2012 budget is down in both Replace. 7% revenues and expenditures. The 2012 budget 6% will build on Cascade Bay's reputation for being a safe and family - friendly facility; Debt Services however, the trend for declining patron Service ` and Other attendance and spending habits while at 14% Charges Cascade Bay creates a challenge. While a 2.5% a y 17% reduction in operating expenses is proposed, 7% 0% there is a realization that the operating expenses for Cascade Bay are consistently around $1.1 million, yet the revenues are consistently around $1 million. Although revenues could be modified or estimated higher than $1 million, the reality is that based on past attendance and spending patterns, revenues will likely hover around the same amount. The focus for 2012 will be multi- faceted. The first phase will be to market season passes directly to residents with children in the under 10 age range in Eagan and two surrounding communities. The mailing list has been secured so that a targeted marketing can occur in November /December 2011. The next phase will be a targeted focus on groups that have visited Cascade Bay in the past but may not have returned in the last two years. The purpose would be to generate increased group and season pass revenues as the guaranteed revenue stream. The solicitation of additional groups sometimes has a negative impact to daily visitors, however. The experiment in 2011 to bring events and entertainment to the performance stage had some negative impacts to a neighbor; however, these events brought in a teen population that has been missing in the past. The focus in 2012 will continue to build on the message that Cascade Bay is much more than a place to swim. Saturday Night Lights when the park stayed open until 10 pm was very popular and will continue in 2012. The growing success of private rental opportunities and community partnerships will continue. The idea will be to keep people coming back in anticipation of their next experience. Highlight /Change 1: Review of focused changes made in 2011 Following several focus group discussions during the winter of 2010, staff implemented several ideas and suggestions that came from those meetings: • Debit /gift card Staff implemented a debit /gift card in 2011 where guests could put a specific cash value on a card that could be used for any purchases at Cascade Bay during the summer. Dollars could be added to the card at any time and this type of card also carries forward for future purchases at Cascade Bay. This enhancement was well received and used by several guests. The program has been expanded to the Civic Arena and is also receiving good reviews. • Twitter Staff experimented with offering Twitter feeds during the course of the summer. The results of the experiment reflected limited interest in getting information about Cascade Bay through this avenue. • Wise Swim School Partnership The first year partnership with Wise Swim School was very successful. The partnership was designed - to offer high quality swim lessons during times when portions of Cascade Bay were available and underused. Wise Swim School cross marketed the lessons to their existing swim school participants and Cascade Bay marketed the Wise Swim School as providing instructors for the summer program. Participants registered through Wise and Cascade Bay rented underused space and times to their instructors and swim teams. This program was extremely successful and resulted in a significant increase to revenue from past years 2012 Proposed Budget Operating Budget *Gity of Eaton Aquatic Facility — Cascade Bay Responsible Manager: Cherryl Mesko, Superintendent of Operations when Cascade Bay offered the lessons as part of their programs. Swim lessons offered by a well -known provider resulted in many more participants than had participated in past years. Wise would like to consider continuing the partnership in 2012 and expects to see more growth in the lessons. • Birthday Parties and Groups Birthday parties and groups continue to decline, however Cascade Bay is still the water park of choice for most groups when other local water facilities were surveyed about their group numbers. Birthday parties are also on the decline as is consistent with most other facilities. It appears that the trend to have packaged parties is waning in lieu of home or informal parties. While trying to maintain the volume and integrity of groups is a high priority, it is also one of the biggest service issues expressed during the summer. When people pay admission to enter Cascade Bay, there is a preference expressed to not have to share the space with groups. • Season Pass Sales Season pass holders made several suggestions during the focus group discussions. Additional perks like mini golf included as part of the season pass and the ability to purchase reduced rate admissions for guests were implemented in 2011 however, that did not increase season pass sales; it actually declined. It would appear that most people choose to visit a water facility based first on the weather on any given day coupled with a desire to have variety in their activity. Cascade Bay season passes continue to be a great value but people seem to be hesitant to part with what seems to be a big expenditure before they know if or how often they will use it. Season pass holders have been the recipient of multiple perks over the years in an effort to grow that admission base. Some different options in lieu of season passes might be: • Look at a different reward system in lieu of season passes; i.e. one free admission after 5 paid. • Offer a June or August season pass for a reduced rate. Knowing that July is typically the busiest month, offer a $30/35 June or August season pass (for example). • No longer offer season passes but offer non - refundable pre - purchased punch cards that must be purchased before May 15. • Punch Cards Punch cards offered only to season pass holders for reduced admissions were very successful in 2011. The punch cards offered 10 admissions for $50 but could only be used in conjunction with a season pass holder. If season passes continue without change into 2012, this should be continued. Season pass holders commented most positively about this benefit. This was experimented with in 2010 and fully implemented in 2011 as a direct result of the focus group discussions. • Performance Stage Finding a way to enhance the Cascade Bay experience had some challenges. The performances scheduled on the stage in 2011 received great reviews from the guests and also brought in a teen population that has not often been present in the past. Unfortunately, some of the performances created an issue for a surrounding neighbor so the future of these opportunities needs to be considered. If they are to continue in the future, what are the realistic expectations for these performances? This idea was also a result of the focus groups to offer other non -water activities at Cascade Bay. It was imagined that if people had other things to do at the park that they would stay longer or simply have more variety. Highlight /Change 2: The renewal and replacement schedule is reviewed annually to determine which scheduled items need to be replaced, and which items can be delayed to subsequent years. The only item scheduled for replacement in 2012 is the upgrade of the PA system in the pool. This was budgeted in 2011; however, the cost is such that the project would need to be phased in over a period of time. Research has been done to define a system that will get information to the pool deck with the least impact to surrounding neighbors. Financial Impact: $10,000 budgeted in 2011 and $10,000 in 2012 (to be combined in 2012) Service Level Impact: Effectively communicate information to the pool deck and to areas in the park where guests might be located. 2012 Proposed Budget Operating Budget ity of Etao Aquatic Facility - Cascade Bay Responsible Manager: Cherryl Mesko, Superintendent of Operations • REVENUE ESTIMATES Actual Actual Budget Budget Acct REVENUES 2009 2010 2011 2012 4160 STATE P ERA AI D $ 404 $ 404 $ 400 $ 400 4304 OTHER REVENUE - NON TAX - 1,283 - - 4310/11 PARK PROGRAM REVENUE 23,148 30,496 24,000 30,000 4312/13 CONCESSION SALES 167,518 206,876 , 225,000 215,000 4314/15 MERCHANDISE SALES 10,204 14,365 11,000 14,500 4316/17 GROUP SALES 120,372 126,268 146,500 140,000 4318/19 DAILY ADMISSI ONS 372,445 514,673 604,300 519,000 4321 MEMBERSHIPS 135,250 125,563 158,500 155,000 4322/23 VENDING 1,598 2,047 2,000 2,000 4326/27 FACIUTYRENTAL 7,362 9,232 10,000 12,000 4331 TRANSIT TAX EXEMPT REVENUE 3,995 2,163 - - 4610 INTEREST INCOME 15,604 5,036 15,000 3,000 4822 OTHER REVENUE -cash short /over (564) (767) - 76,100 TOTAL AQUATIC FACILITY REVENUES $ 857,336 $ 1,037,639 $ 1,196,700 $ 1,167,000 EXPENDITURE SUMMARY Actual Actual Budget Budget Expenditure 2009 2010 2011 2012 Personal Services $ 523,945 $ 514,376 $ 588,300 $ 600,600 Parts and Supplies 59,030 70,439 84,600 84,300 Services and Other Charges 179,409 167,619 199,600 182,000 Capital Outlay 15,420 26,791 5,800 2,800 Merchandise for Resale 76,267 91,175 85,500 70,000 Debt Service 161,938 156,875 163,000 157,400 Reserve for Renewal & Replace. 67,100 67,100 69,900 69,900 Total $ 1,083,109 $ 1,094,375 $ 1,196,700 $ 1,167,000 Depreciation Expense $ 311,253 $ 318,899 $ 315,300 $ 315,000 33 2012 Proposed Budget Operating Budget 411 !! ° 'tvity of Eataa Aquatic Facility - Cascade Bay Responsible Manager: Cherryl Mesko, Superintendent of Operations CASCADE BAY POSITION INVENTORY Personnel 2009 2010 2011 2012 Hours Campus Facilities Manager 0.33 0.33 0.33 0.33 686 Campus Facilities Operations Coordinator 0.67 0.67 0.67 0.67 1,394 Campus Facilities Maintenance Coordinator 0.50 0.50 0.50 0.50 1,040 Custodian 0.50 0.50 0.50 0.50 1,040 Manager on Duty 0.33 0.33 0.33 0.33 686 Clerical Technician 0.40 0.40 0.40 0.40 832 Total 2.73 2.73 2.73 2.73 5,678 Cascade Bay and the Civic Arena share a number of staff. The Civic Arena staff complement is shown below: CIVIC ARENA POSITION INVENTORY Personnel , 2009 1 2010 , 2011 ; 2012 i Hours 'Campus Facilities Manager :..._ 0.67 r w 0.67 0.67 3 ; 0_67.__.. 1,394 Campus Facilities Operations Coordinator _ 0 33 0.33 0 0.33 686 Campus Facilities Maintenance Coordinator 0.50 0 50 , 0.50 0.50 1,040 Custodian 050 0.50 0 50 0.50 1,040 Manager on Duty _.._..... O 67 067 _ 0.67...._... _..0 67 _ 1,394 ; Clerical Technician 020 0.20 0.20 0.20 416 .. Skating School Coordinator 1.00 1.00 1.00 ' ' 1.00 2,080 Total 3.87 3.87 3.87 3.87 8,050 (io 2012 WORK PLAN Routine 1 Respond to public comments or requests via phone or in person 2 Daily mainenance and cleaning of building and pool 3 Manage the building infrastructure to ensure efficient, safe and clean environment 4 Develop promotional materials for seasonal facility 5 Recruit, hire, train and supervise temporary and part time employees 6 Provide work direction to ensure high level of customer service is maintained 7 Develop long range plans and strategies for expanded service 8 Manage staff scheduling and training to meet the demands of the building Qf� 2012 Proposed Budget Operating Budget Aquatic Facility - Cascade Bay Responsible Manager: Cherryl Mesko, Superintendent of Operations LINE ITEM DETAIL Actual Actual Budget Budget Acct PERSONAL SERVICES 2009 2010 2011 2012 6110 SALARIES AND WAGES- REGULAR 104,494 92,308 $ 147,300 $ 152,000 6112 SALARIES AND WAGES- OVERTIME - 57 - - 6130 SALARIES AND WAGES - TEMPORARY 342,920 347,555 350,000 350,000 6131 OVERTIME--TEMPORARY - - - - 6142 PERA- COORDINATED 6,974 6,670 10,300 11,000 6144 FICA 33,569 32,406 38,000 38,400 6151 HEALTH INSURANCE 22,511 21,205 29,600 30,800 6152 LIFE INSURANCE 238 217 - - 6154 DISABIUTY - LONG TERM 416 384 - - 6155 WORKERS COMPENSATION 12,824 13,581 13,100 18,400 6157 RETIREE INSURANCE FUNDING - ( - - TOTAL PERSONAL SERVICES 523,945 514,376 588,300 600,600 PARTS & SUPPLIES 6210 OFFICE SUPPUES 342 337 500 500 6211 OFFICE PRINTED MATERIAL/FORMS 822 671 1,000 700 6212 OFFICE SMALL EQUIPMENT - - 100 100 6215 REFERENCE MATERIALS - 63 300 300 6220 OPERATING SUPPUES- GENERAL 4,616 7,776 11,000 9,000 6222 MEDICAL/RESCUE /SAFETY SUPPUES 2,237 2,349 2,000 2,000 6223 BUILDING /CLEANING SUPPUES 5,451 5,623 5,700 5,500 6224 CLOTHING /PERSONAL EQUIPMENT 2,446 2,109 4,000 2,500 6230 REPAIR /MAINTENANCESUPP -GENL 4,532 2,347 5,000 5,000 6231 MOBILE EQUIPMENT REPAIR PARTS - 254 500 1,000 6232 SMALL EQUIPMENT REPAIR PARTS 824 738 1,000 1,000 6233 BUILDING REPAIR SUPPUES 688 708 3,000 3,000 6235 FUEL, LUBRICANTS, ADDITIVES - - 100 100 6236 POOL REPAIR SUPPUES 1,128 104 3,500 4,000 6240 SMALL TOOLS - 23 300 100 6243 HEATING OIL, PROPANE AND OTHER FUELS 398 840 1,000 900 6244 CHEMICALS & CHEMICAL PRODUCTS 33,761 45,583 42,100 45,000 6257 SIGNS & STRIPING MATERIALS 1,786 916 3,000 3,000 6270 COMPUTER SOFTWARE - - 500 600 TOTAL PARTS & SUPPU ES 59,030 70,439 84,600 84,300 SERVICES & OTHER CHARGES 6310 PROFESSIONAL SERVICES 7,013 6,163 7,500 7,500 6314 AUDITING 900 1,000 1,000 1,000 6346 POSTAGE 2,346 3,048 3,000 3,000 • 6347 TELEPHONE SERVICE & LINE CHG 1,673 1,165 1,700 1,300 6348 MATRIX SERVICE AND REPAIR - - 500 800 6353 PERSONAL AUTO /PARKING - - 200 200 6355 CELLULAR TELEPHONE SERVICE 1,396 895 1,000 1,000 6357 ADVERTISING /PUBLICITY /PROMOTION 6,010 2,128 7,000 6,000 6370 GENERAL PRINTING AND BINDING 342 210 4,000 2,500 6385 INSURANCE 28,800 28,800 29,500 29,500 6405 ELECTRICITY 45,489 45,739 48,000 48,000 *City of Ellin 2012 Proposed Budget Operating Budget Aquatic Facility - Cascade Bay Responsible Manager: Cherryl Mesko, Superintendent of Operations LINE ITEM DETAIL (CONT'D) Actual Actual Budget Budget Acct 2009 2010 2011 2012 6410 NATURAL GAS SERVICE 46,410 33,209 $ 50,000 $ 37,000 6424 POOL REPAIR / LABOR 2,852 5,375 7,000 7,000 6426 SMALL EQUIPMENT REPAIR LABOR 484 79 500 400 6427 BUILDING OPERATIONS REPAIR LABOR 569 613 1,500 1,500 6475 MISCELLANEOUS - 92 500 100 6476 CONFERENCES AND SCHOOLS 445 353 700 500 6477 LOCAL MEETING EXPENSES - - 200 100 6479 DUES AND SUBSCRIPTIONS 197 250 300 300 6480 LICENSES, PERMITS AND TAXES 750 4,003 1,800 1,800 6487 VISA /MC BANK CHARGES 10,129 13,919 12,000 12,000 6535 OTHER CONTRACTUAL SERVICES 9,551 8,411 8,000 9,000 6539 WASTE REMOVAL/SANITATION SERV 2,973 3,196 3,700 3,500 6563 LANDSCAPING 3,950 3,558 5,000 4,000 6569 MAINTENANCE CONTRACTS 7,129 5,413 5,000 4,000 OTHER SERVICES AND CHARGES 179,409 167,619 199,600 182,000 CAPITAL OUTLAY 6630 OTHER IMPROVEMENTS 3,760 - 3,000 - 6640 MACHINERY /EQUIPMENT - 4,223 - - 6650 FURNITURE & FIXTURES - 331 - - 6660 OFFICE FURNISHINGS & EQUIPMENT 0 - 1,323 2,800 2,800 6670 OTHER EQUIPMENT 11,660 5,102 - - 6700 CONSTRUCTION PROJECTS - 15,812 - - CAPITAL OUTLAY 15,420 26,791 5,800 2,800 MERCHANDISE FOR RESALE 6855 MERCHANDISE FOR RESALE 76,267 91,175 85,500 70,000 MERCHANDISE FOR RESALE 76,267 91,175 85,500 70,000 DEBT SERVICE 6490 PRINCIPAL 100,000 100,000 110,000 110,000 6494 INTEREST ON INTERFUND PAYABLE 61,938 56,875 53,000 47,400 TOTAL DEBT SERVICE 161,938 156,875 163,000 157,400 RESERVE FOR RENEWAL & REPLACEMENT 67,100 67,100 69,900 69,900 TOTAL AQUATIC FACILITY $ 1,083,109 $ 1,094,375 $ 1,196,700 $ 1,167,000 -2.48% 6488 DEPRECIATION & AMORTIZATION $ 311,253 $ 318,899 $ 315,300 $ 315,000 3L Agenda Information Memo Finance Committee Meeting November 29, 2011 V. FIVE 9'S COLOCATION UPDATE ACTION TO BE CONSIDERED: No action required with today's informational update, but the Council may wish to provide direction to staff regarding certain matters of public policy going forward. FACTS: • On January 4, 2011, the Eagan City Council adopted resolution 2011 -02 expressing support for an Eagan Colocation Facility and open access fiber as "critical infrastructure" in the "public interest and necessity" for Eagan's future. It also accepted recommendations from the City's broadband consultant and the Eagan Technology Working Group regarding two initiatives to accomplish those objectives. • In fulfillment of the City Council's expressed goal of supporting "the evolving `infostructure' needs of residents and businesses," an RFP was prepared to conduct a feasibility study for attracting a Colocation Facility to Eagan. The RFP received national interest from approximately 11 firms, 8 of whom submitted proposals, and 5 of which were interviewed. • On April 5, 2011, the Eagan City Council approved a contract with a team led by Five 9s Digital to conduct the first of a two -phase feasibility study for the attraction and placement of a privately -owned Colocation Facility in Eagan. Phase II was subsequently approved on July 5, 2011. Cost for the study, with both phases, is $185,000 and the executive summary of that study will be finalized early next week. • At the City Council's September 13, 2011, work session Five 9s gave an overview of its preliminary findings and indicated that several sites in Eagan meet the rigorous selection criteria for a mission critical data center, and that there appears to be a strong market interest in a Tier III Colocation and data center. • Exercising its contractual right to carry the project through to construction, Five 9s has acquired 11 acres of property on Yankee Doodle Road west of Pilot Knob, and announced to the media on November 16 the planned development of a new 138,000 sq. ft. carrier neutral data center dubbed "The Connexion." • Communications Director Garrison, the City's lead on this initiative will give an overview on what can be expected next on the development. • The main public policy question at this point, which does not need to be decided today, but to make the Finance Committee aware, is whether to seek repayment of the City's investment in the feasibility study. Director Garrison can explore the pro's and con's of those options. • If time allows, an update may also be given on the progress of the open access fiber installation and what can be anticipated next. ATTACHMENTS: • City of Eagan press release, November 16, 2011 on pages 3c? " • Five 9s Digital status and timing letter on pages 4 1 - 4 1/1° City of Eagan Free Release November 16, 2011 Contact: Tom Garrison Communications Director City of Eagan 651- 675 -5008 tgarrisonacityofeagan.com Doug Hollidge CEO Five 9s Digital DougCa.Five9sDigital.com 704 - 651 -2210 Eagan Announces Major Data Center Development Just seven months after embarking on a feasibility study to help establish Eagan as a major telecommunications hub in Minnesota, the City of Eagan is proud to announce the planned development of a new 138,000 square foot carrier neutral data center called The Connexion. The specialized data center, known as a colocation facility, will be open to all telecommunications and internet service providers, as well as local and regional companies needing offsite data storage or disaster recovery options. The facility will be privately owned and operated and located along Yankee Doodle Road west of Pilot Knob, building upon an already fiber optic rich environment in Eagan. The Connexion will be developed and owned by Five 9s Digital, LLC, a North Carolina firm experienced in the site selection and development of mission critical multi- tenant facilities. "The City of Eagan, MN is a community that gets it," says Five 9s CEO, Doug Hollidge. "From government to business, Eagan understands the importance and long term benefits of having a highly connected and redundant data center in their city to serve not just the city's robust business community, but The Connexion will provide a tremendous asset for the Upper Midwest." "Customers tell us there is a current lack of high quality data center options in the marketplace," Hollidge adds. "In our solution, The Connexion will provide high connectivity, private data suites, route redundancy and environmental efficiencies." A task force, called the Eagan Technology Working Group made up of top technical and business talent from some of Eagan's largest companies along with City and Chamber of Commerce staff have been studying Eagan's broadband needs and challenges since 2005. 3� "We're tremendously excited that the hard work of our Eagan companies and the Technology Working Group has led to this important advancement," said Eagan Mayor Mike Maguire. Eagan's role, he emphasizes, was not to own or run such a facility, but rather, to act as a tipping point to help bring the technical analysis and market forces together to make investment happen. Overall private investment in the project is estimated to be between $75 -$100M between the initial development of the facility and the subsequent tenant investment and installation of its mission critical equipment. The Eagan area stands to attract additional data center end -users due to one of the key benefits of the Upper Midwest location of the Connexion —the extended cool climate which allows data centers to utilize "free cooling." Minnesota also has a relatively low risk of natural disasters, compared with other areas of the country. The Mission Critical team of Jones, Lang, LaSalle has been assisting on the project, and its study reveals "Minnesota is an excellent and growing data center marketplace," says JLL's Senior Associate of Mission Critical Brokerage, Brett Severson. "The Greater Minneapolis -St. Paul region has a relative dearth of viable data center options currently, and because The Connexion Data Center will be the first multi- tenant, LEED- certified, Tier 3 facility of its kind that is purpose -built to accommodate the latest needs of data center users, we think it will drive market demand" says Severson. The Connexion will also definitively solve what is perceived as a single - point -of- failure issue facing the region. Many high capacity fiber networks in the area offer some route diversity for fiber optic lines and self - healing networks, and yet often funnel through one facility in the region before transmitting to the rest of the country or world. This issue was first recognized in a 2009 report by the Minnesota Ultra High Speed Broadband Task Force. XO Communcations is committing to be one of the fiber service providers in The Connexion offering high capacity connectivity via an alternate Southern long haul fiber route which will connect to a transwestern fiber link. This alternate route will offer other fiber providers and data center end users another level of redundant service to provide to their customers in the region. "XO Communications has worked very closely with the City of Eagan and the Tech Working Group in developing a solution to address the lack of Internet redundancy in the Twin Cities metro area," said Mark Feil, general manager for Minnesota at XO Communications. "With our nationwide fiber optic network running directly through Eagan, we are able to provide another major route for Internet traffic into and out of the Upper Midwest for businesses' IP connectivity needs." Due to the current demand for such a facility in the region, and the determination of a strongly suitable data center in Eagan, Five 9s Digital has announced plans to proceed with the development of the project with a scheduled completion of 3rd quarter 2012. 3 1 The design and development team for The Connexion includes Five 9s Digital, Jones Lang LaSale, McGough General Contractors, Pope Architecture, elopment team possess substantial data center experience. Jones La ng LaSalle's Mission Critical Division as the Project M and Leasing Associate for the project. "McGough is extremely prou to be a part of this exciting partnership with Five 9 D ig i tal , Jones Lang LaSalle and the City of Eagan for the development of the Connexion. In a ddition to providing the business community with a Tier III reliable an d secure new fac ilit y , it will also provide up to 50 construction jobs," said Tim Nagle of Mc which will be the general contractor for the data center. Tier III classification is important, because estimates are that 70% of the U.S. market demand • for Tier III space, and because of the under supp of advanced colocation space, demand is growing. Some analysts put the 2012 Colo market in North America at $5 billion. "The Connexion is an excellent example o f repre sentatives from private companies and public sector leaders working together to create opportunities to drive economic growth. They saw a need quickly took advantage of the opp ortunity to create an asset for the region. This type of collaboration will be critical to our region's success," said Michael Langley, CEO of GREATE MSP. THE CONNEXION q f'. 'SR��lrv. i m SOa 3 ¢a�3� Ca - z '."° � �` °"te : ma c n m ., („„;41,10, '' ..7.01...... 0 0 I I . 1 ' 7% Otillar''' i - - - : ''' 7 , ' ' %, .,,,' , -4' �ipt���li ° . � ��Aos i� SC S 'COiCy +'I/r„ -2;271:3 ' gi ltrp t '7*, -- ' -'* ' air '111r7 - ".4''''''e'..0''''''' - ' . -'... - 11,W-44 i � * '� '� �fi ty � itia� ..s a4 �5 ° j$c �. Y , ui _ .. ;'. a a _ Architectural render # 40 m '4W FIVE 9s DIGITAL Mission Critical Realty Solutions November 21, 2011 To: Tom Garrison From: Doug Hollidge Re: The Connexion Status and Timing Expectations Tom: Now that The Connexion is officially "On The Market," our team will be spending the vast majority of its time pursuing interested parties and marketing the project locally, regionally and nationally in anticipation of signing leases. Upon obtaining a certain threshold of committed interest, we will then begin the next phase of the construction process which will include: • Finalization of the site plan and overall design components • Progress and completion of civil engineering drawings • Submission for subdivision • Submission for zoning • • Completion of construction documents • Submission for construction permit Although we currently continue with pre - development design and engineering components while working with specific prospects, we anticipate proceeding to submission of the subdivision and zoning process by the end of February, if not sooner pending commitments. This timeline is only an estimate based upon the current interest and communications with prospective data center end users. As we proceed with the marketing, we shall keep you informed of any adjustments to the anticipated schedule. 41 Overall Draft Project Timeline: Time Frame: Occurrence: November 16 Press Release /Announcement November- March Marketing /Pre - Commitments December (TBD) Reception /Open House February 15 Submit for Subdivision /Zoning February 20 Continue with Construction Documents April -May Ground Breaking pending timing of the above September -Oct Shell completion of Phase I All dates subject to revision subject to scope of pre- commitments. Please let me know if you should have any questions. Sincerely, c ,�, .4 . --'_ Douglas G. Hollidge Five 9s Digital, LLC 4L