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04/15/2008 - City Council Finance Committee AGENDA FINANCE COMMITTEE MEETING TUESDAY, APRIL 15, 2008 5:00 - 5:30 P.M. CONFERENCE ROOMS 2A&B 1. AGENDA ADOPTION II. NORTHWOOD PARKWAY BRIDGE AND INTERSECTION IMPROVEMENT FUNDING III. OTHER BUSINESS IV. ADJOURNMENT MEETING NOTES FINANCE COMMITTEE MEETING TUESDAY, APRIL 15, 2008 5:00-5:30 P.M. CONFERENCE ROOMS 2A & 2B Committee members present: Mayor Maguire and Councilmember Carlson. City Staff present: City Administrator Hedges, Assistant to the City Administrator Miller, Director of Administrator Services VanOverbeke, Public Works Director Colbert, City Engineer Matthys and Transportation Engineer Plath. Northwood Parkway Bridge and Intersection Improvement Funding City Administrator Hedges reminded the Committee that at a special Council meeting on February 12, 2008, the City Council discussed the status of the Northwood Overpass Project and directed that the project be advanced from 2009 to the 2008 construction season. Hedges added that the Council authorized bids for the project on February 19, 2008 and directed that the bid process be dual tracked with the Finance Committee's review of the financial package being prepared. Director Colbert noted the favorable bids received for the project. The Committee and staff discussed the federal funds that were remaining towards the ring-road. It was the recommendation of the Finance Committee to allocate the remaining approximately $650,000 in federal funds to the Duckwood portion of the ring- road in order to get the project bid ready. Director of Administrative Services VanOverbeke reviewed the proposed financial plan to fund the Northwood Overpass, which included the sale of Municipal State Aid (MSA) bonds. Mr. VanOverbeke noted that the work on financing options have assumed a $5 million bond issue to finance the Northwood Overpass, although that number would likely be reduced as a result of the favorable bids on the project and through potential cost sharing with Dakota County. It was the recommendation of the Finance Committee to proceed with the sale of the MSA Bonds to fund the Northwood Overpass Project. 401� City of Eagan va To: Finance Committee: Honorable Mayor Maguire Councilmember Carlson From: City Administrator Hedges Date: April 11, 2008 Subject: April 15, 2008 Finance Committee Meeting Please find attached the agenda and materials for the Finance Committee meeting scheduled for 5:00 p.m. on April 15, 2008 in Conference Rooms 2A & 2B. Given the special nature of this meeting with the very significant City Council action regarding contract award on the regular agenda for later that evening, I want to take note of the following: 1. With a myriad of assumptions and a page full of numbers, the enclosed material may be somewhat difficult to follow without an in person explanation. Staff asks for your indulgence and will succinctly present, explain, and respond to questions at the meeting. 2. It is most important at this time to focus on the funding concept and not necessarily on the long-term projections. The actual numbers for all project approvals (budgeting and contracts), tax levies, and for any bond sales will be presented at the time of formal approval of that particular component. Timing and unique circumstances will continue to be major factors with future steps. 3. This packet material will be forwarded to the entire City Council with the Administrative Information on Monday so all members will have this same information in advance of Tuesday's regular meeting. Please contact the Office of the City Administrator if you have any questions or if there is any other information that you would like to have available at the Finance Committee meeting or at the regular Council meeting. City Administrator Hedges City Councilmembers Director of Public Works Colbert Director of Administrative Services VanOverbeke AGENDA FINANCE COMMITTEE MEETING TUESDAY, APRIL 15, 2008 5:00 - 5:30 P.M. CONFERENCE ROOMS 2A&B I. AGENDA ADOPTION H. NORTHWOOD PARKWAY BRIDGE AND INTERSECTION IMPROVEMENT FUNDING III. OTHER BUSINESS IV. ADJOURNMENT Agenda Information Memo April 15, 2008, Finance Committee Meeting II. NORTHWOOD PARKWAY BRIDGE AND INTERSECTION IMPROVEMENT FUNDING ACTION TO BE CONSIDERED: To prepare a recommendation for the City Council regarding the funding of the Northwood bridge and intersection improvement project. FACTS: • At the special February 12, 2008, meeting the City Council discussed the status of the Northwood overpass project and directed the following: 1. The project to be advanced from 2009 to the 2008 construction season. 2. Authorization of bids to be placed on the February 19, 2008 regular City Council agenda. 3. The bid process to be dual tracked with the Finance Committee's review .of the financial package being prepared. • At the regular February 19, 2008, meeting the City Council approved the plans and specifications for Contract 08-06 (Northway Pkwy — 35E Overpass) and authorized the advertisement for a bid opening to be held at 10:30 a.m. on Thursday, April 3, 2008. • Action to receive bids and award Contract 08-06 is on the agenda for the regular April 15, 2008 City Council meeting. In response to previous direction from the Finance Committee, staff in cooperation with the City's fiscal consultant, Springsted, has prepared a possible funding scenario/model for consideration by the Finance Committee. The following scenario tries to be responsive to the previous direction and includes the following elements/assumptions: 1. While the model projects to 2043, the numerous assumptions will require annual monitoring and potential modification. The objective has been to show a practical funding concept/scenario that is feasible both short and long term. Future circumstance may ultimately require delaying certain projects, reducing costs in some manner, or in incorporating other additional revenue sources. Those issues will need to be addressed with subsequent CIP adoptions and future planning. 2. The model is prepared to maintain positive cash balances or relatively small cash deficits at the end of each year. 3. In this model, Municipal State Aid (MSA) bonds would be sold in a net amount necessary to fund the overpass/interchange project(s). The work on financing options has assumed a $5,000,000 bond issue to finance the Northwood overpass, although that number will be reduced resulting from favorable bids on the project and through potential cost sharing with Dakota County. 4. The County has acknowledged benefit to its transportation system from this project even though it is technically "off -system" for them. County staff will be recommending to the County Board a participation amount of $675,000 as a part of this year's Capital Improvement Program. 5. Current MSA advances are repaid and subsequent MSA allotments are first directed to debt service on MSA bonds. 6. The City's MSA allotment will increase per the estimates resulting from the recently approved transportation funding bill through 2018. The current model assumes an annual 5% increase each year after that date. 7. The City acknowledges the efforts of Representative Wardlow to obtain State funding to assist with this project; however, State funds are not assumed to be available in this model. Any future commitment by the State to assist in Ring Road funding will reduce the overall cost to the City and will be dedicated toward subsequent Ring Road project components. 8. In general, no other outside funding sources are contemplated in the current funding package. 9. Receipt of any other outside funds would also reduce the required bond sale(s) amount. The final bond amount for the Northwood overpass would be determined and given formal approval when bonds are sold, probably in the summer of 2008. 10. The City's historical levy for the Major Street Fund will continue to increase by 5% each year. 11. The City's supplemental $1,000,000 levy for bridges and overpasses will continue and is increased by 1.0% annually. A lower bond sale amount may eliminate the need to program any annual increase into this levy. 12. The 2008 -- 2012 5 -year CIP for streets and highways is fully funded. The current model assumes that those costs will increase at 3% per year from the five-year average beginning in 2013. 13. A second MSA bonding allocation of $15,000,000 for the Duckwood interchange is placed in the model in year 2022. That is a gross cost and the project is delayed into year 2022 to meet the. cash flow objective in combination with the other assumptions used in making the projections. 14. No interest earnings are incorporated into the model. 15. To simplify the process and to expedite the timing, the account balance of approximately $350,000 in Federal funds is retained by the City to be allocated to future Ring Road design and implementation. Approximately $650,000 of Federal funds has been spent on costs related to the Northwood bridge. ATTACHMENTS: • Enclosed on page is a copy of the funding model. • Enclosed on pages _ and - rt is a copy of the letter from Dakota County staff outlining the County's potential cost sharing. -0 v7 W m0Nt0 Nt0 c0OnI� W Mm OO(D hI�m4.N tnm t0 mt0 NmMO NhM�h--� m V'N V' V' m m m m0 V'�000"ONr V'0 c0 V'O OD W W GOO<t!g 0Lf) mh 00 a0 OO CD V' r r O N to r� OD mti� Lq MNm C M h O I� CNN 0) �} NIS . �t ONN co h hfO 0 0 8 t• �= V7 ON V� O O h h m 0 V• N(000 ON O(DOhhNN N �(O Nh W M Omhtn Cn000 t0MN N M OR NhM rM W fDhCn ONNdrm (VV N W m t- N M Nth MMM 0" N N N N N. r N O W N of r- M fO m N N N((pp CO W V•h000 m V' MM V' V' V'h MM fOrmmMMO V'r NOmhODN W V' Oa0 (D (D W N tl')mN m Dm ht0OM 00N 0011 m00m C M't (Oh W rr him rhM rt0 �O Tm OW Om MOM V„'d; N V'N Mr ti cc}}OOhcc�tO W Omm OMNMm�h(V N (V tOm 11: m m mNl") 00 tno0M NINN hO V•O �.., 1D0� W iOmNh NN C OCtN lNn (D 00•t M(Om W O�Mtn (oN�N (00 hi0 hNmhOmNM V V;.tn rr Vrmm r'a W Oto W r�OD rO m'Q N m O M N N(0 m m m mN r- r.- W W W W OI mMMMOOO� rN�N �M l� �r O N 00 O O O m 00 <t' O M CO O OD M O 00 00 m � M M mok 00 Lq N V' (n N t0 h m m D N (D N 00 'V'(DIN 0)DMi O M C OOD t+ mtp O 00 Mf` 00 (Vp�t7 V•NNMN(c��Nr ct 0- Mcg-.�-r� NNM0�7.9(i rO - N - r r N gU) OhmMOOM tO hM mt!')O It N N IqQ N HOM O 00b Nr0 Lr)Co mMN Mhm00 M t0 V'0 t0 M t0 bMM mO Ohm N W M a0 M NO q�"� 1111 eF n: Dir t NM 0pN Om 00 110 tl�ee�tNrO V' M((1 M M MM O01-WM M M 000 0n mmom (Dh MNN N N V' h U) 1%I d N O h O W M O Q c cV o N W O OOONON O a(00'd'00 N O O Nm(OOb V'hhbh Nr c�}}�tONOmtO m NmM V•m I�OOM�tOhN(� V; tObO V'N O'd"V'N (O (O W NOmMhmr 1100 OOO V'0 ha Nm tONm NMMC co c0 (D CO (�00m 'd:Mc NI:m N IhM V NONE d C O �sthM00 th t(') 0 O t` O m (D O N N st m t0 M O N NN r�NO l6 N h m m M 00 M p d• M h o O fD M t0 M M fV (0 O ��tt t0 M t(j m M h m h M t0 00 I t0 (V 10,0- M i0 h O M h N W V' m OD tp a0 0 (0 0 OM Om(D V fO q O a -'Z O 0) O OOD tV(1 (O (D O r M Vhw tMO, W p00i- Mtnhm th 0000 Nt01�OMIQ W r V;OR V., aO� W (�f-t(j Mho e=i--� til V'tO th tO lO t0 to t0 (O co t0 (O (O h I- r- 00 w 00 OD Mm m m OOOr �((OD V 0 co OLOhN(V N a. 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Konat, Director April 9, Dakota County Western Service Center 14955 Galaxie Avenue Apple Valley, MN 55124-8579 Russ Matthys, P.E. City Engineer, City of Eagan 952.891.7000 Fax 952.891.7031 3830 Pilot Knob Road www.dakotacounty.us Eagan, MN 55122-1810 Environmental Mgmt. Department SUBJECT: Northwood Parkway Overpass Farmland & Natural Areas Program Office of GIS Eagan Project 758 Cost Participation Parks Department Office of Planning Dear Russ: Surveyor's Office Transit Office Transportation Department This letter is in response to your letter dated February 15, 2008, Water Resources Off Ice requesting Dakota County's participation in the cost of the Northwood Parkway Overpass project. As you are aware, it is unusual for the County to participate in the construction of improvements to the city's roadway systems. City roads generally serve a predominately local purpose and are most appropriately paid .for with local funds. It also is difficult for the County to participate in off -system improvements considering all current and future needs on the County highway system. This request is not guided by any current cost participation policies. We understand, however, that this situation Is unique in a number of ways: The City and County recently conducted an extensive study of Yankee Doodle Road (CSAR 28 Corridor Study) that clearly identified the importance. of the Northwood Parkway Bridge as one of the actions required to maintain mobility along this stretch of CSAR 28. As noted on page 28, "This analysis concluded that if the Northwood Parkway Bridge were not in place by 2030, the Denmark Avenue/CSAH 28 intersection would be operating at LOS F, meaning that it would be severely congested. This would occur even if all the other recommendations for the West Segment were to be carried out." Page 2 Russ Matthys, P.E. April 9, 2008 2. Aside from the CSAH 28 Corridor Study recommendations, the City and County do not have any other practical options for relieving congestion on CSAH 28. CSAH 28 already is a six -lane road through the 1-35E interchange area, including the intersections of CSAH 31 and Denmark Avenue. Adding through lanes or separating grades in the future will not be practical or feasible. 3. The City has done a good job of planning for and developing a ring -road system in the area, including the Northwood Parkway connection. We also understand that a freeway overpass is an unusual expense for the City to pay as part of developing a collector roadway system; and, therefore, can be difficult for the City to afford on its own. In the specific case of the Northwood Parkway Overpass, County staff does believe cost participation is warranted due to the reasons cited above and will be recommending County cost participation to the County Board as part of this year's Capital Improvement Program. The level of recommended participation is estimated at $875,000 based on traffic level reductions to the County system identified in the Yankee Doodle study dated August 2007. We appreciate your proactive approach to enhancing the transportation system and taking advantage of the current competitive bidding climate. Please submit the Northwood Parkway Overpass project as part of this year's County Capital Improvement Program request. As you are aware, the Dakota County Board of Commissioners will make the ultimate decision on any participation. Again, we thank you for your efforts in enhancing the transportation system. if you have any questions regarding the Capital improvement Program or the County's recommended level of participation, please contact Brian Sorenson, program engineer, at 952-891-7122. Sincerely, Mark J. rrl'bach Transportation Director/County Engineer 0 Agenda Information Memo April 15, 2008, Finance Committee Meeting II. NORTHWOOD PARKWAY BRIDGE AND INTERSECTION IMPROVEMENT FUNDING ACTION TO BE CONSIDERED: To prepare a recommendation for the City Council regarding the funding of the Northwood bridge and intersection improvement project. FACTS: • At the special February 12, 2008, meeting the City Council discussed the status of the Northwood overpass project and directed the following: 1. The project to be advanced from 2009 to the 2008 construction season. 2. Authorization of bids to be placed on the February 19, 2008 regular City Council agenda. 3. The bid process to be dual tracked with the Finance Committee's review of the financial package being prepared. • At the regular February 19, 2008, meeting the City Council approved the plans and specifications for Contract 08-06 (Northway Pkwy - 35E Overpass) and authorized the advertisement for a bid opening to be held at 10:30 a.m. on Thursday, April 3, 2008. • Action to receive bids and award Contract 08-06 is on the agenda for the regular April 15, 2008 City Council meeting. • In response to previous direction from the Finance Committee, staff in cooperation with the City's fiscal consultant, Springsted, has prepared a possible funding scenario/model for consideration by the Finance Committee. The following scenario tries to be responsive to the previous direction and includes the following elements/assumptions: 1. While the model projects to 2043, the numerous assumptions will require annual monitoring and potential modification. The objective has been to show a practical funding concept/scenario that is feasible both short and long term. Future circumstance may ultimately require delaying certain projects, reducing costs in some manner, or in incorporating other additional revenue sources. Those issues will need to be addressed with subsequent CIP adoptions and future planning. 2. The model is prepared to maintain positive cash balances or relatively small cash deficits at the end of each year. 3. In this model, Municipal State Aid (MSA) bonds would be sold in a net amount necessary to fund the overpass/interchange project(s). The work on financing options has assumed a $5,000,000 bond issue to finance the Northwood overpass, although that number will be reduced resulting from favorable bids on the project and through potential cost sharing with Dakota County. 4. The County has acknowledged benefit to its transportation system from this project even though it is technically "off-system" for them. County staff will be recommending to the County Board a participation amount of $675,000 as a part of this year's Capital Improvement Program. 5. Current MSA advances are repaid and subsequent MSA allotments are first directed to debt service on MSA bonds. 6. The City's MSA allotment will increase per the estimates resulting from the recently approved transportation funding bill through 2018. The current model assumes an annual 5% increase each year after that date. 7. The City acknowledges the efforts of Representative Wardlow to obtain State funding to assist with this project; however, State funds are not assumed to be available in this model. Any future commitment by the State to assist in Ring Road funding will reduce the overall cost to the City and will be dedicated toward subsequent Ring Road project components. 8. In general, no other outside funding sources are contemplated in the current funding package. 9. Receipt of any other outside funds would also reduce the required bond sale(s) amount. The final bond amount for the Northwood overpass would be determined and given formal approval when bonds are sold, probably in the summer of 2008. 10. The City's historical levy for the Major Street Fund will continue to increase by 5% each year. 11. The City's supplemental $1,000,000 levy for bridges and overpasses will continue and is increased by 1.0% annually. A lower bond sale amount may eliminate the need to program any annual increase into this levy. 12. The 2008 2012 5-year CIP for streets and highways is fully funded. The current model assumes that those costs will increase at 3% per year from the five-year average beginning in 2013. 13. A second MSA bonding allocation of $15,000,000 for the Duckwood interchange is placed in the model in year 2022. That is a gross cost and the project is delayed into year 2022 to meet the cash flow objective in combination with the other assumptions used in making the projections. 14. No interest earnings are incorporated into the model. 15. To simplify the process and to expedite the timing, the account balance of approximately $350,000 in Federal funds is retained by the City to be allocated to future Ring Road design and implementation. Approximately $650,000 of Federal funds has been spent on costs related to the Northwood bridge. ATTACHMENTS: • Enclosed on page is a copy of the funding model. • Enclosed on pages and is a copy of the letter from Dakota County staff outlining the County's potential cost sharing. CRY of Eap ma To: Finance Committee: Honorable Mayor Maguire Councilmember Carlson From: City Administrator Hedges Date: April 11, 2008 Subject: April 15, 2008 Finance Committee Meeting Please find attached the agenda and materials for the Finance Committee meeting scheduled for 5:00 p.m. on April 15, 2008 in Conference Rooms 2A & 2B. Given the special nature of this meeting with the very significant City Council action regarding contract award on the regular agenda for later that evening, I want to take note of the following: 1. With a myriad of assumptions and a page full of numbers, the enclosed material may be somewhat difficult to follow without an in person explanation. Staff asks for your indulgence and will succinctly present, explain, and respond to questions at the meeting. 2. It is most important at this time to focus on the funding concept and not necessarily on the long-term projections. The actual numbers for all project approvals (budgeting and contracts), tax levies, and for any bond sales will be presented at the time of formal approval of that particular component. Timing and unique circumstances will continue to be major factors with future steps. 3. This packet material will be forwarded to the entire City Council with the Administrative Information on Monday so all members will have this same information in advance of Tuesday's regular meeting. Please contact the Office of the City Administrator if you have any questions or if there is any other information that you would like to have available at the Finance Committee meeting or at the regular Council meeting. City Administrator Hedges City Councilmembers Director of Public Works Colbert Director of Administrative Services VanOverbeke