HomeMy WebLinkAboutPackets - Council Packets (748)Council Meeting
Regular/Special Session
April 18, 2018
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Town Council Meeting Announcements
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Upcoming Meetings
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Oro Valley Main Streets
Fun, food, games and give-a-ways!
Public art can be fun and messy! Come chat about OV Main Streets and show your chalk skills!
A friendly, sidewalk chalk competition is also being held for all ages and abilities. Go to www.orovalleyaz.gov/MainStreets to register or pick-up an application near the agendas.
Saturday, April 28
4:00-7:00 PM
Fry’s parking lot at Lambert Lane and La Cañada- look for the food trucks!
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Villages at Silverhawke-Phase 1
Final Plat
Town Council
January 17, 2018
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Good Evening
Purpose
Proposed Final Plat
58 lot subdivision on 27 acres
One access drive on 1st Avenue
13 acres open space
Easements for two public trails
Conforms to approved Tentative Development Plan
Discussion and possible action
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Location
First Ave.
Tangerine Rd.
Catalina Shadows
Palisades South
Palisades
Sanctuary at
Silverhawke
Palisades Rd.
Subject
Property
Phase 1
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First Avenue
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Villages as Silverhawke
Palisades Road
Phase 1
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N
First Avenue
Palisades Road
Trail
Easements
Access
Drive
Phase 1
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Summary and Recommendation
In conformance with:
Town Zoning Code
Approved Tentative Development Plan
Staff recommends approval
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Viewpointe II at Vistoso Trails
Final Plat
Town Council
April 18, 2017
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Good evening…
Purpose
Final Plat
45 homes
4500 - 5800 sf
14 acres
Moore Road
Preserve
Hills
Our purpose for this item is to consider…
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Viewpoint
Hohokam Mesa
Rancho Vistoso Blvd.
Preserve
Moore Road
Ridgeview Patio Homes
Subject Property
Future Moore Road
Subject Property (Yellow)
Immediately adjacent to HB Village preserve…along the future Moore Road
Hohokam Mesa
Ridgeview
Viewpointe I
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Moore Road
Preserve
Again the key components which drive the design are the Preserve existing open space/hillsides.
An earlier approval (Condo) project, permitted encroachment as shown by the Black Line
--- this request more closely follows the natural characteristics of the land and represents a significant reduction in the amount of encroachment.
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Prior approval – The Retreats at Vistoso
Preserve
Moore Road
Condominiums
124 lots
Two ingress/egress
Open Space/Hillside encroachment
Previous approval
- 124 condo units
- 2 access points
- more encroachment into open space/hillsides
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FY 2018/19
Town Manager’s Recommended Budget
April 18, 2018
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Overview
Budget timeline
Budget snapshot
Strategic Plan focus areas
Budget highlights
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FY 2018/19 Budget Timeline
MARCH 2
Department budget requests due to Finance
JANUARY
One-on-one meetings with Councilmembers to outline budget priorities
Following same timeline as in previous years
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Budget Snapshot
FY 2018/19 Town Manager’s Recommended Budget
Recommended Budget total = $143,175,201
$14.6 million, or 11.4%, increase from Adopted FY 17/18 Budget
Increase is due primarily to
$4.1 million increase in grant-funded roadway projects
$2 million grant-funded Stormwater capital project
$1.2 million increase in capacity for bond-funded capital projects
$6 million increase in projected year-end reserve balances as result of revenue growth (economic improvement, development activity, impact fee collections, etc.)
General Fund $2.9 million planned use of excess reserves for one-time expenditures and ending fund balance of $12.1 million (29% of expenditures; policy is 25%)
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Economic Development
Complete Community
Parks and Recreation
Public Safety
Town Assets
2017 Strategic Plan Focus Areas guided the development of the FY 2018/19 Recommended Budget
Strategic Plan Budget Focus Areas
Water Resources and Energy
Cultural Resources
Land Use and Design
Transportation
Cost of Services
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Economic Conditions and Revenue Projections
Growth projections
306 single family residential (SFR) permits forecasted
Continued commercial development activity
License & permit revenue growth projected at 3.5% in the General Fund
Local sales tax revenue growth projected at 6%
State shared revenues roughly flat
Use of one-time revenues for one-time expenditures
Transfer of $3.4 million in one-time revenues from General Fund to the Capital Fund
$1.9 million for FY 2018/19 projects
$1.5 million as seed money for future projects
Economic Development
Increased funding for Visit Tucson ($300K) and the Greater Oro Valley Chamber of Commerce ($40K)
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Staffing, Compensation and Benefits
Merit and step increases
5% health insurance premium increase (Town and employees)
Four new full-time positions
Procurement specialist
IT systems analyst
Public information officer
Parks and Recreation deputy director
Conversion of two part-time positions in Clerk’s Office to one full-time
Replacement of one part-time position in Human Resources to one full-time
Several position reclassifications
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Town Operations
Organizational changes
Former Community Development and Public Works Department divided into two departments
Public Works
Community and Economic Development (CED)
Consolidation of fleet operations in Public Works
Former Bed Tax Fund budget consolidated in the General Fund
Consolidation of telecommunications and technology dollars in Information Technology
Budget reflects incorporation of a recommended Water Utility rate increase
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Major Capital Investments
Major capital investment budgeted for FY 2018/19
La Cholla Blvd. widening project - $12.7 million
Water Utility projects - $4.8 million
Police evidence facility - $3.4 million
Community Center bond-funded improvements - $3 million
Stormwater Utility improvements - $2.3 million
La Cañada and Moore intersection improvement - $1 million
Pavement preservation - $800K
Recreation improvements - $495K (JDK Park ballfield renovations, Steam Pump Ranch landscaping, tennis court improvements)
Facility roof replacements $252K
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Year-over-Year Budget Comparison
Financial Overview
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Budget by Category
Financial Overview (Continued)
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Budget by Fund
Financial Overview (Continued)
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Financial Overview (Continued)
Capital Improvement Program (CIP)
Total CIP projects = $31.5M Town-wide
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Awards and Accolades
Government Finance Officers Association (GFOA) Distinguished Budget Presentation Award – 10th consecutive year
GFOA Certificate of Achievement for Excellence in Financial Reporting – 24th consecutive year
GFOA Popular Annual Financial Reporting (PAFR) Award – 5th consecutive year
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Alternative Expenditure Limitation
Home Rule Option
April 18, 2018
1st step in process to request voter approval to renew Town’s AEL, or Home Rule Option, which occurs every 4 years and will be brought forward for voter consideration at the August 28
Primary election
Having Home Rule in place allows Town to set its annual budget limits locally, rather than having to operate under a much lower state-imposed expenditure limit
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Expenditure Limitation History
In 1980, voters approved a constitutional amendment to limit the level of local government spending
Sections 20 and 21 added to Article IX of the Arizona Constitution and A.R.S. Section 41-1279.07 adopted to limit local government spending
Limit applies to expenditures only
Does not limit revenues or capacity to collect revenues
State-imposed expenditure limit was voted into law via a Const. amendment back in 1980 and placed a limit on local govt spending
These limitations are captured in several sections of the Const and in Arizona State Statutes
The state-imposed limit applies to a local govt expenditures only, but does not limit revenues
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Formula-based calculation:
What is the State-Imposed Limitation?
Fiscal Year 1979-80 Base Limit x
Estimate by State for Oro Valley = $272,317
Population Growth Factor x
Provided by AZ Dept. of Administration
OV 1978 Population = 1,475
Inflation Factor
Provided by AZ Dept. of Revenue
State-imposed limitation is a formula-based calculation that uses what our Town’s revenues were back in 1979-80 ($272K) as base limit
This base limit is adjusted up by a population growth factor provided by AZ Dept. of Admin which adjusts our population growth from 1978 thru current. 1978 population just under 1,500
residents
This amount is further adjusted by an inflation factor that is provided by AZ Dept of Rev
These are the three elements included in the formula to calculate the state-imposed limitation
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Exclusions to the Limitation
Constitutional exceptions to the limitation
Expenditure types
Revenue sources
Examples
Debt service payments
Grants and aid from the federal government
HURF revenues in excess of those received in FY 1979-80
The Const allows certain categories of revenues and exps of our budget to be excluded from the limitation
Some examples of these exclusions are…
As a result, these amounts are added to the formula that calculates our state-imposed limit
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Estimated State-Imposed Limitation
So by applying the formula, plus our estimated exclusions, we calculate our estimated state-imposed expenditure limitation shown on this slide for the next four years from 2019/20 through
2022/23, which the period over which the next Home Rule Option will cover.
Can see these amounts range from $40M to almost $45M, which is much lower that our budgets have typically been historically. These limits would apply to all funds within the town budget,
not just the General Fund.
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How do we compare?
This chart displays for the next four year period the amount of local, federal and state revenues the Town is projected to receive compared to the much
lower state-imposed expenditure limit amounts from the previous slide and the resulting difference in the last column
As you can see, the town would need to cut its budget drastically, roughly averaging between $80 – 90 M, in order to match the state-imposed limit amounts if Home Rule was not approved
by the voters.
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Consequences of State-Imposed Limitation
Budget would need to be cut to match State-imposed limitation
Revenue would continue to be earned at projected levels
Contingency reserves would grow while services would be severely reduced
Town would need to wait two (2) years to place Home Rule question on next regular election ballot
Again, if Home Rule were not to pass, the Town would be required to follow the much lower state-imposed limitation and would need to cut our budget and services drastically to do so
Because the state-imposed limit is a limitation on expenditures only, our revenues would continue to be earned and received
As a result, our contingency reserves would grow…
Then the law requires a 2-year waiting period before another Home Rule question could be place on the next regular election ballot
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Alternative Expenditure Limitation (Home Rule Option)
In 1980, through the Constitutional amendment, voters allow local jurisdictions to adopt an alternative to the State-imposed limitation
Recognizes that state-imposed formula-based method does not factor in a jurisdiction’s service levels and revenue sources – one size does not fit all
Allows a city or town to adopt its own budget limits locally, based on local needs, service levels and available resources
Town has operated under the Home Rule Option for 36 consecutive years – voter approval received every 4 years since 1982
Fortunately, the Const amendment passed in 1980 allows an alternative to the state-imposed limitation in the form of the Alt Exp Limit or Home Rule Option
Recognizing that the state-imposed formula doesn’t factor in a town’s service levels and revenue sources, and that one size does not fit all with the formula-based approach.
With voter approval, the Home Rule Option allows for local control over setting our budget levels based on our local needs, service levels and available resources
The town has operated under Home Rule…
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Alternative Expenditure Limitation (Home Rule Option)
Still under an expenditure limitation
Limitation is set annually with the adoption of the budget
Not formula-based
Allows for greater flexibility
Local control
Addresses priorities and needs unique to community
Budget is established and approved through a public process
Public study sessions
Publish budget prior to adoption
Hold public hearing on tentative budget
Hold public hearing on final budget and alternative expenditure limitation
Does not result in an increase or decrease in tax rates
Does not enable the Town to spend more than available resources
With Home Rule…
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Primary Election Key Dates
This slide outlines some of the key dates leading up to the primary election for this issue
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Questions?
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