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#5 Discussion and possible action on Council request to review method of sidewalk financing CITY MANAGER’S MEMORANDUM August 8, 2012 TO: Council President Voskuil and City Council FROM: Eric J. Levitt SUBJECT: Discussion and possible action on Council request to review method of sidewalk financing Request Council members Liebert and Farrell have requested that the City Council evaluate the method of financing sidewalks. Recommendation The City Manager has a general recommendation that any changes that the Council wants to take be in conjunction with the 2013 Budget and begin with the 2013 sidewalk program. st On the Task Forces’ 1 recommendation of an 18 month notice period, the impact would be that the 2013 program would not move forward or that the 18 month notice period could not begin until 2014. In addition, specific contract prices and assessments would not be available until closer to the construction. ndrd On the Task Forces’ 2 and 3 recommendations, the impact would be to move the costs from the abutting property owners paying the cost to the general tax payer paying the costs. Only 35% of the funding for the staff in the Engineering department comes from the General Fund operating budget. The remainder (65%) is charged directly against specific projects such as the construction of new streets, sidewalk construction, the installation of utilities, and landfill construction and closure and development projects.I If the change was made so administrative costs were paid by the general tax payers and not be placed on the sidewalk assessment to the individual affected property owners then either the City would need to reduce other general fund costs, apply the administrative costs to the general capital account which would impact the tax rate, or reduce staffing capacity for sidewalks and capital projects. Also, the third recommendation would increase the tax levy by moving the debt service from the special assessment account to the General Fund. However, overall if the City applied the ordered repairs to the General borrowing, all property owners who had sidewalks equally benefit over time. I have no feasible recommendation on the fourth recommendation of the Task Force. Motion I move to direct staff to bring back a proposal that meets the following parameters, ___________________. Summary The City Council appointed Sidewalk Task Force has been meeting since May of 2012 and previously brought forward recommendations on the installation of sidewalk in the 2012 program. One area that the Task Force has discussed in a few meetings was the method of financing of sidewalks in the City of Janesville. Sidewalks can be installed in two ways currently.  The first way to install sidewalk is for an individual to hire a contractor and pay the contractor to install the sidewalk. Since we currently do not have a permit fee, the cost to the homeowner is the cost of the contract with the private contractor.  The second way to install the sidewalk is to have it installed through the City contract. If this approach is taken by a property owner, the individual is assessed for their linear foot proportion of the cost of construction, the engineering design cost, administrative costs associated with the sidewalk program and interest costs. By choosing this method a property owner can pay the cost over a 5 year period of time. Various members of the Sidewalk Task Force had concerns with the method used to finance and believed that it may be inequitable as well as a cause to some of the conflict over sidewalks. By consensus, the committee provided four recommendations outlined below. Sidewalk Task Forces’ Recommendation on Financing The Task Force discussed financing options for sidewalk financing. The committee agreed to provide series of approaches to the City Council for consideration: 1. Notice to the affected property owners shall be provided 18 months in advance of the sidewalk program. 2. Administrative costs shall be paid by the general tax payers and not be placed on the sidewalk assessment to the individual affected property owners. 3. All ordered repairs of existing sidewalks shall be placed on the general tax roll. 4. The installation all new sidewalks shall be placed on the general tax roll if the issue of past inequity can be mitigated. Attachments:  Letter from Task Force Committee Member  Attached Spreadsheet from Committee Member  Attached Spreadsheet provided by Accounting Esteemed council members I am a member of the Sidewalk committee that you appointed to take the time consuming step of rationalizing the current sidewalk program. It has taken us an extraordinary amount of time to sort through the variables associated with the wants and the needs for sidewalks. I believe that the committee is performing well. Given the detail we have been asked to review, we find that your time frames are aggressive, but realistic deadlines are helpful. The purpose of my communication is to share with you some of my thoughts regarding a by- product of our duties. That by-product is the financing of sidewalk installation. I have attached a chart that contains information provided to me by Manager Levitt. It shows that the city generates a positive cash flow through the sidewalk program. You do that through adding engineering department overhead to the cost of the contract to install sidewalks; through borrowing, in two of the last three years, more money than is required to pay off the cost of the sidewalk contract; and through the difference between the interest charged the property owner and the cost of city borrowing. So what? When you decide to cover the operating costs of any city department you have 7 avenues for funding: 1)State revenue sharing 2)Federal revenue sharing 3)County revenue sharing 4)Grants 5)User fees 6)Fines and penalties 7)Taxes When you ask the adjoining property owner to cover the cost of city overhead in addition to the cost of providing the city with a sidewalk on city property, it is an additional tax. It is a tax which may be avoided by hiring a contractor other than the city to install the sidewalk. However, some folks choose to have the city do the installation. Of those who choose to have the city oversee the installation, many choose the 5 year plan because they do not have the cash necessary to cover the expense immediately. There couldn’t be a more regressive tax. First the city decides it wants sidewalks on its property (if the sidewalk committee does its job, for legitimate community reasons), then it engineers them, then it asks abutting property owners to fund their installation. For those who choose to have the city do it, an additional fee is added. That fee is the engineering cost for the whole project. Borrowing money to finance a capital project makes perfect sense. Borrowing money to fund operational costs is another matter. It is a red flag for future fiscal problems. Last year the borrowing was prudent, as was the reduction of interest rates charged to the taxpayer. I hope these were intentional instead of accidental. Another area that needs daylight shined on it is the “funded” sidewalk program. Are the collected funds placed in an escrow account? What were the cost projections when the assessment was made? How accurate have the projections been? Is the cost of funded sidewalks when installed greater or less than projected? If less, how is the difference funded? If more, is the excess used to reduce the cost of non-funded sidewalks? As you begin reviewing the budget for next year, I ask you to question your comfort level with these dynamics. Former and current council members on the committee have indicated that historically the financing of sidewalks has been a major complaint. Please solve it to remove it as a source of contention. Thank you Bob Yeomans 2943 Timber Lane Janesville New Sidewalks 07/13/12 ConstructionAssessed AssessedAssessed City of Janesville2009Rate per LF2010Rate per LF2011Rate per LF Contract Cost$ 358,591.00$ 77,806.00$ 422,446.00 Collected Revenue$ 403,762.00$ 24.70$ 132,239.00$ 24.60$ 482,870.00$ 25.43 Cash flow to City$ 45,171.00$ 3.49 $ 54,433.00$ 15.57$ 60,424.003.18 Amount borrowed $ 415,000.00$ 240,000.00$ 390,000.00 1) to cover construction costs$ 358,591.00$ 77,806.00$ 390,000.00 2) to cover city operational costs$ 56,409.00$ 162,194.00$ - If I am reading this correctly, my statement at the second meeting that the sidewalks are cash flow positive to the city is correct. My next Question is about the general obligation bond. I Noticed that the amount borrowed is greater than both the direct and cost accounting amounts allocated to sidewalks. Is that a long term obligation or is it paid back as cash comes in from the project?