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02/13/2006 - City Council Special~~~~ SPECIAL CITY COUNCIL MEETING FEBRUARY 13, 2006 5:30 PM EAGAN ROOM-EAGAN MUNICIPAL CENTER AGENDA I. ROLL CALL AND AGENDA ADOPTION II. VISITORS TO BE HEARD ~, ~ III. DAKOTA COUNTY CDA HOUSING STUDY IV. PROPOSED DIFFLEY/RAHN INTERSECTION IMPROVEMENTS V. REVIEW GENERAL FUND FUND BALANCE OPTIONS ~~ VI. FORMATION OF COMPREHENSIVE GUIDE PLAN UPDATE ~` COMMITTEE VII. OTHER BUSINESS VIII. ADJOURN Agenda Memo February 13, 2006 Special City Council Meeting III. DAKOTA COUNTY CDA HOUSING STUDY DIRECTION TO BE CONSIDERED: To receive a presentation of the Dakota County Community Development Agency Housing Report and to provide City staff and the EDA staff with input regarding its use for future planning and activities. FACTS: - Historically, the City of Eagan has used the Dakota County CDA and its predecessor, the Dakota County HRA, as an agency partner to address a variety of housing needs, especially in the affordable housing and senior housing areas. The CDA is also the agency that coordinates Community Development Block Grant funding on behalf of Dakota County cities and is a conduit for a variety of financing and assistance programs including down payment assistance, first time homebuyers mortgages, housing rehabilitation loans, housing tax credits and numerous others. - Through these programs, the CDA provides both direct assistance to families and support to cities in providing services to meet the housing needs of certain populations. - As part of the City Council goal setting for 2005-2006, the Council asked for the development of information concerning the City of Eagan's anticipated housing needs for use in the next Comprehensive Guide Plan Update. At the same time, the CDA identified in its work plan, a Countywide study of housing needs that would address similar issues for the County as a whole and its individual cities. Rather than duplicate efforts, staff has cooperated with the CDA in the development of the Request for Proposals, review of proposers, editing of the draft report and preparation for the presentation at Monday's workshop. - Mark Ulfers and Dan Rogness of the Dakota County CDA staff, as well as Jay Thompson from Maxfield Research, the Consultant for the study, will be present at Monday's meeting to review the results of the study and hold discussion with the City Council relative to its relationship to future planning by the City of Eagan. The full report covers all cities in the County, so an Executive Summary has been prepared specific to the findings relative to Eagan. If any Councilmember wishes to review the entire study, a copy can be provided. ATTACHMENTS: Executive Summary on pages ~ through ~_. Full report available upon request. Summary of Findings Eagan Housing Needs and Recommendations From the Report: Comprehensive Housing Needs Assessment For Dakota County, Minnesota Prepared for: Dakota County Community Development Agency Eagan, Minnesota November 2005 ~~xfield Rrcearch Inc_ 615 First Avenue NE Suite 400 Minneapolis, MN 55413 612.338.0012 Eagan Summary of Findings -Dakota County Housing Study Introduction Maxfield Research Inc. was engaged by the Dakota County Community Development Agency (Dakota County CDA) to conduct a comprehensive housing needs assessment for Dakota County. Based on an analysis of demographic growth trends and characteristics, the County's existing housing stock, and current housing market conditions, the needs assessment calculated housing demand in the County through 2030 and recommended housing products to meet de- mand over the short-term. The following are key findings pertaining to Eagan from the study, which was completed in No- vember 2005. Kev Demot?rauhic and Market Findings Dakota County Submarkets 1. For analysis, Dakota County was grouped into \1~t^lot So^Ib „e ~n^~ three submazkets, with Eagan being in the ca,my subm^r1,~1~ Develo ed Communities. While demand for p. '^~~~ ~ iii"ped Cnmm^nitK. Grmc: ~ Gmatb Communities F a housing is high in the Developed Communities, . ~a '"'~h" p RurvlArcx including Eagan, there is limited available land to d~^„~k accommodate new housing. ,,r,~ R.wm"^^, v^1h, nuxliw,p> 2. Demand is projected for over 82,000 new housing units in Dakota County between 2000 and 2030, '-'"~~'"~ ^ This includes about 22,000 new units in the arminCl~ Developed Communities, and nearly 6,000 new ~ units in Eagan. ~ 3. Job growth is a key creator of housing demand. Eagan added 6,000 new jobs from 2000 to 2004, which has exceeded Met Council's employment projections for the decade. This strong job growth, combined with Eagan's close proximity to jobs in Bloomington and Downtowns Minneapolis and St. Paul will continue to make Eagan an attractive housing location for many individuals and families. Population, Household, and Employment Growth Eagan, 2020 to 2030 Change 2000 2010 2020 2030 2000-2030 Population 63,557 67,630 69,200 70,800 7,243 Households 23,773 26,750 28,500 29,750 5,977 Employment 42,114 48,300 52,000 54,200 12,086 Sources: Metropolitan Council; Maxfield Research Inc. MAXFIELD RESEARCH INC. 1 Eagan Summary of Findings -Dakota County Housing Study 4. As the adjacent chart shows, Eagan experienced strong population and household growth during the 1990s. However, with little vacant land available for new development, growth is projected to slow between 2000 and 2030, despite strong demand for housing. Eagan could exceed these projections by redeveloping underutilized properties with housing. 5. Eagan's and the County's population is aging, creating increasing demand for mainte- nance-free housing over the next few decades. As the adjacent chart shows, Eagan's 18 to 54 population is projected to decline over the next three decades, while the 55 to 74 age group grows by over 13,000 people, becoming the largest adult population group. Projected Growth, Eagan, 1990 to 2030 D,000 000 D --- - - - - ~ , D,000 D 000 , o,~o o,ooo o,ooo o ~ 4 1990 20D0 ZO10 2020 2030 -Population -Households - Eanpbymer~ 6. Like the Metro Area, the market rate rental market in Eagan is soft (6.4% vacancy rate), while demand for rental housing affordable to low- and moderate-income households re- mains high. In Eagan, there are three affordable family rental townhome projects, all of which are fully occupied with waiting lists. 7. New housing is primarily satisfying demand from move-up and executive buyers, while older existing homes are providing nearly all of the housing for entry-level and first-time buyers. In 2005 the average price of new homes in Eagan was calculated at about $600,000 for sin- gle-family homes and $300,000 for townhomeslcondominiums. Meanwhile, the average re- sale price of existing homes was calculated at $285,000 for single-family homes and $175,000 for townhomes/condominiums. 8. Senior housing is a relatively new phenomenon in Dakota County and Eagan. All but one of Eagan's eight senior projects were built after 1996. Overall, Eagan's senior projects serve a diverse population, with three being affordable adult rental, two market rate adult for-sale, and three market rate with services. All of Eagan's projects are performing well, indicating the strong need that exists for senior housing in the community. MAXFIELD RESEARCH INC. 2 Eagan Summary of Findings -Dakota County Housing Study HOUSIAE Demand Calculations 9. The projected demand of nearly 6,000 housing units in Eagan from 2000 to 2030 is shown by type below. It should also be noted that because of the aging population, demand for senior housing will be increasing over the 30-year period, while general-occupancy demand will be decreasing. • For-sale multifamily = 1,720 units (29%) • Single-family homes = 1,365 units (23%) • Senior affordable adult rental = 775 units (13%) • Senior market rate with services = 720 units (12%) • Senior market rate adult for-sale = 675 units (11 %) • Rental affordablelsubsidized = 425 units (7%) • Rental market rate = 300 units (5%) Total = 5,980 units 10. Because of the dwindling land supply, about two-thirds of Eagan's single-family demand will be satisfied this decade, with multifamily housing accounting for nearly all of the new housing after 2020. It should also be noted that while demand is projected for only 300 market rate rental units, a greater number could likely be successfully added, since people typically prefer newer products. With these new market rate units, older market rate projects would likely need to decrease rents to maintain occupancy, thus becoming more affordable to lower and moderate-income renters. Housing Recommendations The overall projected need for various housing products to satisfy demand from current and fu- ture residents in Eagan through 2030 is presented in the table on Page 5. Specific recommenda- tions to address the affordable housing needs of low- and moderate-income households in Eagan (as presented in the table) over the short-term are summarized below. For-Sale Horising Recommendations With rising development costs, there will be virtually no new single-family homes built that are affordable to moderate-income buyers. We recommend that Eagan encourage for-sale multifam- ily housing, as these units are generally more affordable. Also, most new multifamily homes dif- fer from those built in the 1980s and earlier in that they have one versus two levels, and thus are more appealing to older adults and seniors, who are increasingly becoming the primary market. MAXFIEI.D RESEARCH INC. 3 Eagan Summary of Findings -Dakota County Housing Study Housing Rehab Recommendations With an aging housing stock, housing rehab will become increasingly important to maintain the quality of Eagan's housing stock. We project that the Dakota CDA will need to be prepared to steadily increase the number of Home Improvement loans issued to low/moderate-income house- holds in Eagan from about 12 rehab loans annually during the beginning of this decade to about 401oans annually between 2015 and 2020. Subsidized/Afjordable Rental Housing Recommendations There is strong demand in Eagan for rental housing that is affordable to low- and moderate- incomehouseholds. However, developers of affordable rental housing will face strong competi- tion for available sites from developers of other types of housing, including senior and for-sale multifamily. We recommend that Eagan promote mixed-use buildings (mixed-income residen- tial and commerciaUresidential) as ameans of adding subsidized and affordable rental housing. In addition to mixed-use buildings, we recommend developing two to three additional 24- to 36- unit family townhome developments by the Dakota County CDA or a similar development by another agency/firm within this decade. These projects, as well asmixed-use buildings, should be promoted in transit-oriented developments where residents would have convenient access to shopping, services, and transit. One such location is the proposed Cedar Grove redevelopment, which is planned to be connected to the future Cedar Avenue Bus Rapid Transit. Preserving the quality of the existing stock of older apartments in the community will also be important to providing housing to lower-income renters over the long term. Thus, we recom- mend promoting the use of rental rehabilitation programs. Affordable Senior Rental Housing Recommendations The Dakota County CDA's senior housing program has been very successful in providing af- fordable housing to lower- and moderate-income seniors. Eagan has three such projects (Lake- side Pointe, O'Leary Manor, and Oakwoods of Eagan), all of which are full with waiting lists. We recommend the development of another 60- to 65-unit affordable senior rental project in Eagan within the next four to six years. Special Needs Recommendations A portion of Dakota County's population have disabilities or have experienced circumstances that make it difficult to maintain private housing. Based on our research, we recommend several special needs housing projects in Dakota County over the next decade, including housing for homeless persons/families (one or two small apartments for families whose householder has mental or chemical health issues and a 20- to 24-unit housing project for homeless youth), and housing for people with mental illness (two or three 36-unit permanent supportive housing pro- jects and a shared housing project for single disabled adults). While these projects should be added throughout the County, we recommend Eagan seek potential locations for one or more of these projects. MAXFIELD RESEARCH INC. ~ 4 Y~Y Q .~ Q ~..r A Q .~ Frl w w O 1"rl ,,~^ Vl C GC bA CQ W o o \ o a rn vi n h ~ r~ ~ M o N~ ~ o°o ... ~ w .C r r ~ ' r ' G N : v1 0 ~ vOi cOn ~ oe0 ~ o rOir > .~ :. ~ l~ m oo ~D N ~ l~ M ~ .e d, ~ E O ~~ ~ h O ~ ~ b O N ~ >+ Ifs O N r t b b0 ~ O ~ g e O /-. ~ ~ e ° ~ ~ o -~^ Q~ ° ~ c w o o ~ . °. N V ~ N O y H V W 0 ~~ o` h O ~ ' ~ a b • ~ O 0 ti b y ai y O ^i ~ ~ ti 7 R O w ~0 ' r C. O r _ h~1 . ~ r r r O V i Q O O ~ Lu ~ h h O ~ ~ e +i n - O - O L t /d ~~~ ,~ a ~ ~ .O O ttl O Q * ~ O° ' O °y y + h C 'A v ' r ^ N r ~ :~;' •.r ~i O N~ ~ V1 l~ r o ... .O. r N O O O ~~' ~ r r O O ~ O O " o ~ b . ~ o fi p C ~ h i O N . r N b N . N ~ v u ~ ~ ~ 'C O~ h h N f C~ O O N 1~ ~ a N L ~ ti~ ~ : N '^ f 0 1p M _ N .- 0 0 + . ~" a '~ ~~ N a N `o^ . r e~ ~ °~ ,.y O o po ~ ~ u . r Q v i w y N N p ... ~'i e+~ N p A W eOV ~ ~ ~ w R ~w' O ~ ~ ~ ~ ~ ~ ~ ~ W O h° ~ 0 s O^ N _ O N V ~ G ~ h~ O 7 ~ C r 1 ~ m w r b O O N O .~ .C a ~ . -r O ~ ^1 N '~. N ~ O ~ O 0 ~ s x o ti ~ ~ M N _O N ^. .-. 7 ~: fA M ~ O n ~ ~ ~ ~ O ~ = ~ ~y y MJ I~ ~+. ~ ~ y'.. ti h ~ Vl T S ~ > O ~ u O r' O pp O p a h ° ~ O N b w N a~ 4, O N .D N ~? V1 I~ .-. ~ r ..~ N 1 t N ~ y c~ o o o e~ n o r o rn ~3 o ° a~ ~ Q ~ N ~ ~ °° \ o w ° o y 3 o N ~5 v _ O o o ri c ~ _ ~ ~ ~. ^ ,.. N M O L O M v * , n + C w^ x `~'.~ M O ~ `~~ ~ q O . h ~ 0 '' ' N ~ a~ N [~ ~ ri f 4: ~ ~ N m 0 t ~ ~ ~~ r m- r r r .~ Li ' O ~ rn h N . O h r.l 1~ oo N O a ~ ° M ~ O ti ~ ~ .. W .C-~ ~~:. C ~ N '~ ~ ~ ~ (y /gq vii ' m v N ~~ ~ o ' ~ _ a ~ Ns. ~ a w w H ~+ F t ~° o U t3' ~ U , o U ~ ~ ~ ~ ~ s ~ ' k ~ ~ ,~ ~ >, a ` ~ ~ c G ~ i ~ ~j a ' ~ q or m O ~ ° ~ d 06 d O W OL + y E y m > . s~ e o > >v .~ ~ W °' A A W0.' A A .~ + E rn° ICI x a Q W .~ a Special Council Workshop Agenda Memo February 13, 2006 IV. PROJECT 719, DIFFLEY ROAD & RAHN ROAD INTERSECTION RECONFIGURATION DIRECTION FOR CONSIDERATION: Receive presentation and comment, direct to the 5-Year Capital Improvement Program (2007-2011). FACTS: On July 26, 2005, Dakota County Transportation Department staff presented a plan to develop design options including less conventional geometrics and traffic control to improve traffic operations for the intersection of Diffley Road (County State Aid Highway 30) and Rahn Road in the City of Eagan to the Dakota County Physical Development Committee. This plan included a traffic study that has now been completed. The study was conducted cooperatively by both Dakota County and City of Eagan staff to evaluate options for improving this intersection. The evaluation included both traffic control options reviewed in the past and less conventional design options to determine the best operation in consideration of minimizing impacts to area residents. The consultant selected for the study, in conjunction with the City and County staff, has held two public meetings to encourage public involvement and input. The original meeting was held strictly with neighborhood residents while all interested parties were invited to the second meeting. About 20 residents attended the first meeting and 31 citizens were at the second meeting. • As the resolution of the deficiencies at this intersection has been of great interest to the neighborhood and the traveling public for a significant length of time, it is important that the City Council is aware of the findings of this most recent study and the public's input regarding said study. ATTACHMENTS: • Dakota County's consultant to present summary of public comments and Project Management Team's findings at workshop. Agenda Information Memo February 12, 2006, Special City Council Meeting V. REVIEW GENERAL FUND FUND BALANCE OPTIONS ACTION TO BE CONSIDERED: To provide direction to staff regarding the desired General Fund fund balance level and use or designation of available fund balance resources. FACTS: • At the August 9, 2005 Special City Council Meeting during the discussion of the General Fund Fund Balance the Council requested a detailed report on how the fund balance has increased and what funds are included in State Auditor's calculation of the fund balance. • Information was provided at the December 12, 2005 Special City Council Meeting and staff was directed to review debt service and capital needs for possible uses of fund balance and to provide options to the City Council in increments of the available fund balance. • The City's current General Fund Balance use practice calls for an undesignated fund balance of 30 to 35% of the next year's general fund expenditure budget. • The following table shows the calculation for the available fund balance percentages for the year-ends 1995 through 2005. General Fund Fund Balance Percent Com arison 12-31-1995 T hrou h 12-31-2005 A Year End B Undesignated Fund Balance C Next Year's General Fund Bud et W/O Contin enc D Year End General Fund Balance As a Percent of Next Year's Bud et 1 12/31!1995 5,914,248 15,159,300 39.0% 2 12/31/1996 7,735,510 15,952,100 48.5% 3 12/31/1997 5,769,242 16,461,800 35.0% 4 12/31/1998 8,163,296 17,241,600 47.3% 5 12/31/1999 10,724,402 18,200,000 58.9% 6 12/31/2000 8,972,051 19,280,700 46.5% 7 12/31/2001 9,680,794 20,795,700 46.6% 8 12/31 /2002 9, 328, 995 21, 369, 950 43.7% 9 12/31/2003 9,532,907 21,740,400 43.8% 10 12/31 /2004 10,750, 543 22, 910,400 46.9% 11 12/31 /2005 11,171, 643 23, 990, 600 46.6% The fund balance for 12/31/2005 is estimated and is reduced by $178,900 a ro riated for use in 2006. 9 • Director of Administrative Services VanOverbeke has prepared a memo. containing the following information: 1. Background for the City's General .Fund fund balance. 2. Year-end numbers for 2003, 2004, and 2005. 3. Targeted fund balance percentages. 4. Historical uses of the fund balance. 5. The estimated amount available for appropriation assuming various incremental levels of retention. 6. A narrative and summary of possible current uses of the fund balance. 7. Current policy parameters in place for consideration of the level and uses of the fund balance. 8. Recommendations for consideration by the City Council. ATTACHMENTS: • Enclosed on pages ~ i through ~~ is a copy of the memo from Director of Administrative Services VanOverbeke. 1® City of Eagan Mcmo To: City Administrator Hedges From: Director of Administrative Services VanOverbeke Date: February 2, 2006 Subject: General Fund Fund Balance Introduction At the City Council's direction following discussion at the December 12, 2005 Special meeting I have assembled information regarding the City's General Fund fund balance. Included in this memo are results of operations for the City's General Fund for the years 2003, 2004, and preliminary estimates for 2005. The fund balance remains somewhat higher than the current overall policy target set by the City Council. A number of factors have contributed to the increase in the fund balance. My focus in this memo is almost entirely on the General Fund, although the recommendations will involve opportunities in other funds as well. Background The City's Fund Balance can and should be looked at as a savings account and the use of it provides all the same options and opportunities as any other savings account. At the most basic level, the balance will increase anytime the City spends less than it receives in revenues. Historically, the City has consistently practiced a couple of philosophies that make that result likely. First, we previously budgeted a contingency account from annual revenues. By definition the contingency account will be totally spent only in very extreme cases. For example, an emergency such as a natural disaster or a similar problem may cause a significant amount of the contingency account to be spent. Naturally, there would be some opportunity to recover some of those expenditures from other governmental agencies over the long run. Second, the City uses conservative budgeting practices in that we are attempting to minimize the reliance on development related revenues and to flatten the impact caused by the cyclical nature of certain other revenues. Because we budget revenues conservatively, variances are generally favorable. On the expenditure side, we try to budget at appropriate levels to carry out desired programs while limiting program expansion or new program introduction. We expect departments to operate within those budgets while allowing for extraordinary circumstances and making adjustments as necessary and as they can be justified. Since we have discontinued the practice of budgeting a contingency account from current revenues, budgeting is somewhat tighter and the fund balance is subject to more volatility as it now also serves as a first line contingency account. Year-end 2003 At year-end 2003 the fund balance decreased by $2,529,960 from $12,062,867 to $9,532,907. The ending balance was 43.8% of the 2004 General Fund budget. The decrease was generated when revenues and transfers in came in $88,173 less than budgeted, expenditures came in $338,871 less than budgeted, and a transfer for debt service payments of $2,733,872 was made. The transferred funds were used to retire the outstanding general obligation debt used as part of the funding to acquire the land for Central Park ($2,368,872) and to pay the outstanding balance on Fire Facilities bonds ($365,000). This action eliminated future ad valorem tax levies. Year-end 2004 At year-end 2004 the fund balance increased by $1,217,636 from $9,532,907 to $10,750,543. The ending balance was 46.9% of the 2005 General Fund budget. The increase was generated when revenues and transfers in came in $139,199 more than budgeted and expenditures came in $1,078,437 less than budgeted. Year-end 2005 The fund balance is projected to increase by approximately $600,000 at year-end 2005 reflecting a favorable revenue variance of $341,100 and a favorable expenditure variance of $258,900. These estimates are subject to finalizing the books for 2005 and completion of the financial audit by the independent CPA firm. With that projected increase to the fund balance the level would be 46.6% of the 2006 General Fund budgeted expenditures. Target fund balance level The City has historically followed a policy that the fund balance in the General Fund should be at a level of 30% to 35% of the following year's operating budget. That level was determined to be the amount necessary to provide adequate working capital for operations and to provide an additional reserve to deal with any emergencies, revenue shortfalls, or opportunities. That range is probably on the low end at this time absent a budgeted contingency and combined with the ever increasing financial uncertainty related to State budget problems and the State's uncertain commitment to funding its mandates. The City might, as a matter of public policy, want to give consideration to increasing the targeted fund balance level. The State Auditor uses a range of up to 50%; however as previously presented, that includes all governmental funds which seriously distorts the intent in Eagan given the nature of the fund balahces in our dedicated special revenue funds such as Cable TV Franchise Fees. ~~ Historical Uses Beginning with the year 1995 and projected through 2006 budgeted commitments, the fund balance has been used as follows: Uses To Date: Amount Radio Replacement $ 1,250,000 Equipment Revolving 1,700,000 Debt Service 4,991,704 Emergency Preemption System 170,000 Central Park Land 3,000,000 Generator 769,517 Software Licensing 131,974 Police Systems 389,602 Aerial Fire Truck 813,025 Northeast Eagan Study 60,000 Organizational Study 49,995 Noise Monitoring (Part I) 39,500 Subtotal $ 13,365,317 Budgeted For 2006: Noise Monitoring (Part II) $ 30,000 Police CJIIN Project 45,500 Police Automatic Vehicle Locator 19,400 HiPP Central Dispatch Start-Up Costs 75,000 HiPP Dispatch Technology Needs Assessment 9,000 Subtotal $ 178,900 Total $ 13,544,217 Estimated Amount Available at 12-31-05 -- Financial Report Fund Balance The following table illustrates the amount of the fund balance available for current appropriation at various. retention levels. Projected 12/31/2005 Fund Balance $11,350,543 Less: Amount Committed in 2006 Budget (178,900) Net Available For Consideration $11,171,643 2006 General Fund Budget (without contingency) $23,990,600 46.6% If we maintain The amount fund balance available for at ... appropriation is ... 30% $3,974,463 35% 2,774,933 40% 1, 575,403 45% 375,873 50% (823,657) ~~ Possible Current Uses of the Fund Balance To facilitate analysis and discussion the following narrative explanations are summarized in the'attached Exhibit A. Savings Account Given the continued uncertainty at the State, the City could choose to maintain the slightly higher level of fund balance in the General Fund into the near future to be reviewed and/or used periodically as determined by the City Council Debt Service At this time the City has one general obligation bond issue outstanding, the Recreational Facilities Bonds Series 2001A (Community Center), requiring a tax levy for debt service. The principal amount outstanding will be $11,905,000 after making the 2006 debt service payments. The payable 2006 tax levy is approximately $1,205,000 and debt service in future years will be fairly consistent with that amount. The City could avoid some future tax levies by using some of the current fund balance to reduce the annual levies. The amount of the principal balance and the size of the annual debt service payments make it difficult to apply cash balances to this particular bond issue. Any application of cash balances that cause significant changes in the levy from year to year is usually problematic in the year the levy needs to be increased to return to the regular levy cycle. Maintaining a cash balance in the debt service account to allocate over a period of years would cause arbitrage problems as well and would not be beneficial to the City. The nature of the facility seems also to suggest that an on-going tax levy, having been voted on and accepted by the Community may be best left alone into the foreseeable future. Both Cascade Bay and the Civic Arena have debt service requirements; however, since they are enterprise operations, debt service has no tax impact at this time. The $1,000,000 balloon payment for Cascade Bay could perhaps be addressed with the fund balance, although it may be subject to the same problems noted in the paragraph on the Community Investment Fund below. Park Site Acquisition and Development Fund Given the limited amount of park acquisition and development that can be completed from developer contributions a transfer to this fund could supplement those revenues and allow for more park development. This use would not avoid future costs and could be viewed as contrary to the public's desires without a referendum. On the other hand, it could certainly be considered of community-wide benefit and might allow for some development that otherwise probably will not get done in the foreseeable future. ~~ Community Investment Fund Again some of the balance could be transferred to this fund for future use on projects of community-wide benefit. Without a specific project in mind, controversy could be generated when the money is actually used. In spite of how the money was received, it may be subject to the argument that it is the wrong use of tax money, if there is any controversy on a subsequent project. This type of transfer may also play into the argument of certain development revenues supporting other City activities even though the ultimate project would be of City wide significance. Post Retirement Health Insurance The City has an undefined liability for payment of post-retirement health insurance premiums related to personnel agreements. The City Council has determined that positions need to remain vacant until savings cover the liability on apay-as-you-go basis. This works reasonably well in positions where there are a number of employees such as police officers, although multiple retirements cause a problem. It will not work as well for positions where only one employee works and along-term vacancy to accumulate the required money could work against the City's best interests. It also does not match the cost to the benefit in that future taxpayers are paying for a benefit being accrued today and which should be part of today's costs. It is important to note that the termination of the Rule of 90 by PERA has eliminated eligibility for the City's post retirement health insurance benefit for non-Police and Fire PERA members hired as City employees after July 1, 1989. The recent contract with the Police officers also eliminated eligibility for the City's post retirement health insurance benefit for officers hired after January 1, 2005 by increasing the salary schedule by an equivalent hourly present value amount. Including the two new officers recently approved there are 7 employees in that category. Additionally, 15 officers hired before January 1, 2005 opted to voluntarily move to the new system. The effect of these changes will cap participation in the program and reduce the City's future liability. Also, as noted in the Auditor's comments in accordance with GASB Statement No. 45, this liability is required to be reported for Eagan for the fiscal year ending December 31, 2008 with earlier implementation being encouraged. The fund balance could be used to provide some initial funding toward that liability. Current Policy Parameters I believe the parameters currently in place for consideration of the fund balance level and potential uses are generally 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. Any appropriation of the fund balance should be for projects or expenditures of community wide benefit. Fund balance dollars should not be spent on projects that absent this funding source would not be considered on their own merits. The fund balance expenditures should eliminate existing tax levies or assist in avoiding future tax levies. ~5 3. Appropriations of fund balance dollars should not replace other revenue streams in support of required on-going 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 that 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. Recommendations Understanding that the target level and the parameters against which potential appropriations will be measured is clearly a City Council public policy matter, my recommendation for consideration at this time is as follows: 1. Formally change the target range to 40 to 45% of the next year's general fund expenditure budget (excluding any contingency appropriation). 2. Adopt the above referenced policy parameters as written or with modification to clearly articulate how the use of the fund balance will be considered. 3. Take formal action to reduce the General Fund fund balance to $9,596,240 (40% of the 2006 general fund expenditure budget (excluding the contingency appropriation). The projected reduction would be $1,575,403 and I would suggest a formal transfer of that amount to the City's Benefit Accrual Fund. It would be designated in that fund toward funding of the City's post retirement health insurance liability. The amount of that liability will be actuarially determined and recorded in the accounting records sometime before the deadline of December 31, 2008. I would recommend the transfer be approved by the City Council and recorded in the 2005 transactions for presentation in the 12-31-05 audited financial report. Please let me know, if you would like any additional information or if you would like to discuss the situation. Director of Administrative Services VanOverbeke Chief Financial Officer Pepper I~ EXHIBIT A Option Favorable Unfavorable Retain as savings + Cushion for uncertainty with -- Fund. balance percentage State budgeting/control remains relatively high + Keeps options open for future appropriation Debt Service: + Community-wide benefit via -- Causes levy fluctuation Reduce Eagan Community reduction in taxes -- Creates arbitrage issues Center debt -- May be viewed as develop- ment revenues supporting other City amenities Debt Service: + Reduces reliance on -- May be viewed as develop- Reduce Civic Arena and/or operations to pay debt ment revenues supporting Cascade Bay debt service other City amenities -- Reduction has no tax impact Move to Park Site Fund + Augments limited developer -- May be viewed as contrary contributions to public's desire based on + Community-wide benefit no referendum -- May create expectations for particular uses Move to Community + Community-wide benefit -- May create controversy w/o Investment Fund specific project in mind -- May be viewed as develop- ment revenues supporting other City amenities Fund post-retirement + Funding must come from -- Issue is probably not health insurance somewhere understood by the public + Future taxpayers would not be obligated for current costs I~ Agenda Information Memo January 13, 2006 Eagan City Council VI. 2008 COMPREHENSIVE GUIDE PLAN UPDATE ACTION TO BE CONSIDERED: To determine City Council role in the 2008 Comprehensive Guide Plan Update process and/or provide further direction to staff. FACTS: - The State requires municipalities to update their Comprehensive Guide Plan every ten years and 2008 is the deadline for the next required update. - Although the adoption of the 1998 update was delayed due to negotiation and fine tuning of certain aspects with the Metropolitan Council, the update process the City employed was effective and efficient. - For the 1998 Update, the Update Subcommittee was made up of two members (and an alternate) from the City Council and Planning Commission that worked closely with planning staff and the consultant to review and update the Land Use Plan and the Housing Plan. For the remaining section updates, individual City commissions worked with their staff liaison(s) to update the portions of the plan relevant to their advisory work (i.e. Airport Commission, Parks Commission, etc.); City departments worked on the sections related to their work (i.e. Public Works). ISSUES: - Councilmembers have indicated that Council participation in the early stages may interfere with the Commissions and staff completing their reviews and recommendations for the various sections of the plan. - Staff believes there is value in the subcommittee format (and joint APC/CC checkpoint meetings) to help insure that a unified vision is employed in regard to the Land Use and Housing Plan updates by the primary land use commission and the City's policy body. ATTACHMENTS: (2) Staff memo, pages ~ through. General Met Council Comprehensive Plan information, pages through~~ ~~ Cily of Baran Mcmo To: Jon Hohenstein, Community Development Director From: Mike Ridley, City Planner ~---~ Date: February 10, 2005 Subject: 2008 Comprehensive Plan Update As you are aware the City Council held off appointing members to the 2008 Comprehensive Guide Plan Update Subcommittee at their regular meeting of January 17, 2006 for purposes of further discussing the role of the Committee and the Council's participation or relationship to it as we move forward in the update process. The purpose of this memo is to summarize the past roles of staff, commission members and council members associated with the last update that began in 1996 (the 1998 Update was ultimately adopted in February 2001). Background The State requires municipalities to update their Comprehensive Guide Plan every ten years and 2008 is the deadline for the next required update. There are nine primary elements to the Comprehensive Guide Plan and several appendices (separate documents) that are made part of the plan by reference. The breakdown and responsible party is as follows: 1. Land Use Plan (CC/APC, staff) 2. Transportation Plan (Public Works staff) 3. Aviation/Airports (ARC, staff) 4. Public Utilities (Public Works staff) 5. Parks and Recreation (APrC, staff) 6. Natural Resources and Environment (APrC,staff) 7. Housing Plan (CC/APC, staff) 8. Economic Development (staff) 9. Community Facilities (staff) The appendices include: The City's Sanitary Sewer Plan, Water Supply and Distribution Plan, Water Quality Management Plan; The City's Individual Sewer Treatment Systems ordinance; Park System Plan and the latest Capital Improvement Program (CIP). i9 Histo Although the adoption of the 1998 update was delayed due to negotiation and fine tuning of certain aspects with the Metropolitan Council, the update process the City employed was effective and efficient. In addition to hiring consultant Greg Ingraham, Ingraham & Associates, to assist with the general plan preparation/process and to assist the City with the public input portions of the update work, individual City commissions worked with their staff liaison(s) to update the portions of the plan relevant to their advisory work (i.e. Airport Commission, Parks Commission, etc.); City departments worked on the sections related to their work (i.e. Public Works). Finally, the Update Subcommittee was made up of two members (and an alternate) from the City Council and Planning Commission that worked closely with planning staff and the consultant to review and update the Land Use Plan and the Housing Plan. The 1998 Update was the first since legislation was adopted in 1996 requiring consistency between the Land Use Plan and the Zoning Map. Individualized mailings were sent to each property owner in the City informing them of their existing and proposed zoning and guide plan designation. Update Process The proposed 2008 Update process would continue to have existing Goals and Policies for each section evaluated by the logical department/commission to assist with preparation of the updated Guide Plan sections. Included in this review would be a visioning process that incorporates an Issues/Opportunities analysis and the preparation of general goals, policies and alternatives. Draft updated sections would be provided to the decision making body for review/comment as they become available. Three Public Open Houses were held throughout the City in 1998 to afford citizens the opportunity to review various plans and ask questions. Comment sheets were also made available for those interested in private comments/responses. Subcommittee Process Due to the consistency requirements mentioned above, the Update Subcommittee had a lot of ground to cover for the 1998 update. The subcommittee met approximately a dozen times over a 12 month period to work out land use consistency issues. The subcommittee also held a public meeting and invited those property owners with proposed changes to their zoning and/or land use designation. Also, along the way, three joint APC/CC workshops were held as Checkpoint Meetings during the update process. The subcommittee focused solely on the Land Use and the Housing Plans. Summary Aside from ultimately approving the 2008 Plan, the City Council will need to determine the level of their participation in the update process. While the process will ultimately include a public hearing before the APC and formal consideration of the overall Plan by the City Council, the process has benefited by the specific attention that the Subcommittee has been able to pay to Land Use and Housing sections in particular. Staff understands that Councilmembers have indicated that Council participation in the early stages should not interfere with the Commissions and staff completing their reviews and recommendations for the various sections of the plan. We believe, however, that a good balance of early information and input can help insure that the plan that is ultimately presented for public input and public hearing is as close as possible to an acceptable final product as an outcome of the process. Please contact me if you have questions or need additional information. ai e o _ ~ c d t° - C° ~ ~ _ »~ _ ~ N ,y ~ L O ~ L O ~ C d c'~ f~ C L ~ ~- o C! p ~ ~ U fl to O V ~ ~ ~ . 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