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Agenda 06-06-11 The City of Boynton Beach FINANCIAL ADVISORY COMMITTEE MEETING MONDAY, JUNE 6, 2011 @ 6:00 P.M. LIBRARY CONFERENCE ROOM BOYNTON BEACH, FLORIDA 33435 AGENDA 1. Call to Order 2. Approval of Minutes of May 12, 2011 (If Available) 3. Discussion and vote by the FAC on the Pensions recommendation not previously voted on by the Committee. Attached are:  FAC Pensions Recommendation to consider – Mike Madalena  The Segal Company “Review of the City’s Defined Benefit Retirement Plans” November 18, 2010 4. Review the attached “Basic Recap by Topic from Joint City Commission/Financial Advisory Committee Meeting of May 12, 2010” prepared by the City Manager. The following FAC Recommendation items are referred back to the Committee for further discussion and follow up. 3. FAC Forestry & Grounds Recommendation - Merline Pamplona 4. FAC Cell Phone Recommendation - Bill Shulman 8. FAC Library Recommendation - Merline Pamplona 10. FAC Recreation & Parks Recommendation - Merline Pamplona 14. FAC Solid Waste Franchise Recommendation – George Feldman 20. FAC Pensions Recommendation – Mike Madalena (Only if further action is needed) 21. FAC Shopper Hopper Recommendation – Terry Lonergan 22. FAC Solid Waste Residential Garbage Collection Recommendation – George Feldman Discuss and agree on next steps for each of the above items 5. Establish date and time of future meeting dates 6. Adjournment Basic Recap by Topic from Joint City Commission/Financial Advisory Committee Meeting of May 12, 2011 1.FAC Executive Summary – Don Scantlan, Chair FAC No discussion by Commission. 2.FAC CRA Functions & Development Department Merger Recommendation - Dave Madigan City Commission concurred; no further action required. Status quo. 3.FAC Forestry & Grounds Recommendation - Merline Pamplona City Commission reviewed and requested mid-range solution of elimination of all turf medians and conversion to drought resistant materials. Noted other savings will come from re-organization. 4.FAC Cell Phone Recommendation - Bill Shulman City Commission reviewed and concurred generally with approach. City Manager to come up with further cost containment ideas including further restrictions/reductions and possible employee cost participation with city-issued equipment. Carriers and contracts need to be reviewed as to rate impact and use limits. 5.FAC Golf Recommendation - George Feldman City Commission concurred with status quo. 6.FAC Hiring Freeze Recommendation - Dave Madigan City Commission concurred with report and noted this has been on-going since 2007 with a soft hiring freeze and the 2010, 2011 Voluntary Separation Program. The effort should continue. 7.FAC HOA Contribution to City Programs Recommendation – Bill Shulman Once item was clarified the City Commission concurred with a limited solicitation program that would not interfere with the fundraising efforts of the Greater Boynton Beach Foundation. 8.FAC Library Recommendation - Merline Pamplona City Commission reviewed hours reduction and favored development of an alternate that would allow for later AM opening hours on weekdays rather than closing earlier. Staff to come back with supplement as part of budget. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\FAC - Commission Meeting Recap 5-12-2011.doc Page 1 of 3 Basic Recap by Topic from Joint City Commission/Financial Advisory Committee Meeting of May 12, 2011 9.FAC Paperless Billing Recommendation - Don Scantlan City Commission noted that this has been partially implemented with an increase in the number of customers paying on-line. The paper bill opt out process needs to be publicized more. 10.FAC Recreation & Parks Recommendation - Merline Pamplona The contract with East Boynton Beach Little League was discussed. Staff is recommending it not be renewed. With respect to the FAC recommendation for recreation fee increases, the City Commission requested comparative information. The City Manager suggested benchmarking 15 core fees to see where Boynton Beach compares with other cities and the county. There was also discussion of installing a parking system at Boat Club Park. Staff to prepare basic study information on cost benefit. 11.FAC Revenue Increase Recommendations - Bill Shulman City Commission reviewed the list and agreed to look at a possible Fire Assessment hike as part of the budget. Other revenue items would also be reviewed by staff as part of the budget. 12.FAC Sale of Surplus Physical Property Recommendation – Dave Madigan City Commission reviewed and noted this was an ongoing program. 13.FAC Sale of Surplus Real Property Recommendation - Dave Madigan City Commission concurred with the FAC recommendation to move forward with a staff review team for real estate disposal. 14.FAC Solid Waste Franchise Recommendation - George Feldman City Commission discussed and was leaning against pursuing the idea of franchising solid waste. Matter was left with FAC for further study and review. 15.FAC Solid Waste Recycling Recommendation - George Feldman City Commission concurred with FAC to continue with the program. 16.FAC Take Home Vehicles and Car Allowance Recommendation – Bill Shulman City Commission reviewed and requested that staff include as much reductions as possible (allowances and take-home) for the budget. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\FAC - Commission Meeting Recap 5-12-2011.doc Page 2 of 3 Basic Recap by Topic from Joint City Commission/Financial Advisory Committee Meeting of May 12, 2011 17.FAC Voluntary Separation (VSP) Recommendation - Dave Madigan City Commission reviewed and noted this program has been implemented. 18.FAC E-Billing Recommendation - Don Scantlan City Commission reviewed. An on-line bill view feature was noted as being desirable. Staff is working on this. 19.FAC Museum Recommendation - Merline Pamplona City Commission reviewed. The recommendations have been incorporated into the FY 12 budget. 20.FAC Pensions Recommendation - Mike Madalena City Commission and FAC reviewed an updated report. Following discussion, the matter was referred back to the FAC for further discussion and voting. 21.FAC Shopper Hopper Recommendation - Terry Lonergan City Commission reviewed and generally concurred with the recommendation. Staff and FAC requested to develop alternative transportation sources and an information / implementation strategy. 22.FAC Solid Waste Residential Garbage Collection Recommendation – George Feldman The City Commission referred this item back to the FAC for additional study. 23.FAC Survey Recommendations – Don Scantlan Presented for information only. KB: 5/14/11 C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\FAC - Commission Meeting Recap 5-12-2011.doc Page 3 of 3 Recommendation From Boynton Beach Financial Advisory Committee Subject/Topic : FORESTRY AND GROUNDS - 2010-2011 BUDGET $1,553,099 Reviewed By : MERLINE PAMPLONA Recommendation (Specific Action Recommended) : IN ORDER TO ACHIEVE A 15% BUDGET REDUCTION OF $232,965, REDUCTION OF MEDIAN MAINTENANCE WAS CONSIDERED Pros of Recommendation : NO INCREASE IN PROPERY TAX ONLY ONE DEPARTMENT AFFECTED BY BUDGET CUT Cons of Recommendation : REDUCTION OF MEDIAN MAINTENANCE WILL RESULT IN THE FOLLOWING:  Reduce median maintenance on all of Congress Ave. and Federal Highway  Remove turf and plants exclusive of trees and palms  Replace turf and plants with mulch  Weed control (Spraying) 4 times per year  Minor modification in irrigation  Trash and litter will only be cleaned up four times per year because litter cleanup is part of our landscape maintenance contract  Many of these medians are remote and in residential areas. Unable to calculate cost reductions for these smaller medians at this time References (Staff, Documents, and Public) : REVIEWED DEPARTMENT BUDGET MET WITH GLENDA HALL, CHRISTINE ROBERTS, AND JEFFREY LIVERGOOD Impact on 2011/12 Budget : SAME AS 2010-2011 AFTER BUDGET CUT Impact on Out Year Budgets : CURRENTLY, BUDGET HAS INCREASE IN OVERALL EXPENSES FROM 2012-2015. I RECOMMEND REVISION OF BUDGET TO REFLECT 2010- 2011 AFTER BUDGET CUT UNLESS MILLAGE RATE IS RAISED Impact on Citizens : CITIZENS MAY NOT BE PLEASED WITH LEVEL OF MEDIAN MAINTENANCE Impact on City Staff : REDUCTION OF HOURS IN THE MAINTENANCE DEPARTMENT NO DIRECT IMPACT ON PERSONNEL Committee Vote Result: ForAgainst : _7__ : __0__ 1 of 3 Recommendation From Boynton Beach Financial Advisory Committee Subject/Topic: Cell Phone Allowances Reviewed By: William Shulman Recommendation- (Specific Action Recommended): Strongly Recommend. Charge all City employees using City paid- for cell phones either 1) 20% of the monthly cell phone costs so as to reduce costs by approximately $ 25,000 per year or 2) require each employee to pay the City $10 per month for use of their cell phones which will reduce costs by approximately $35,000. Pros of Recommendation: Charging employees for the use of city paid- for cell phones (especially since the employees use the phones for personal use) would reduce the cell phones by between $25,000 and $35,000 per year. This is not a perk that is normally found in private industry. Cons of Recommendation: City employees might not like this recommendation because it is “give- back”. But in times of budget deficits and austerity programs, everyone must contribute to try to ease the burdens on our taxpayers. References - Staff, Documents, and Public): Staff analyses Impact on 2011/2012 Budget: Will help reduce costs by between $25,000 to $35,000 Impact on Out Year Budgets: This program can and should continue in the future. Impact on Citizens: Beneficial. Will help reduce the proposed increase in the property tax ratable. Impact on Staff: Very little impact. Typing assistance and a one time set up to collect refunds from employees by a deduction from their payroll checks. Committee Vote Results: For:___4__ Against:____3_ C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\4 FAC Cell Phone Recommendation - Bill Shulman.doc 2 of 3 Memo To: Kurt Bressner & Barry Atwood From: William Shulman Date: 6/6/2011 Re: Cell Phone Allowances DISCUSSION: The following statistics reflect the number and costs of cell phones for the fiscal year 2011: CELL PHONE No. of Cell Annual ALLOWANCES Phones Costs Average/Employee Allowances 154 $65,252 * $423.78 Assigned City Owned Phones 140 59,577 ** 425.55 Totals 294 $124,829 $849.33 *Range from a high of $720 per year to a low of $120 per year. ** Reduced from $80,391 at June 2010 RECOMMENDATIONS: 1.All employees who have City paid for cell phones should reimburse the City for 20% of the cost of each phone used. This would increase revenues and thereby reduce costs by approximately $25,000. As an alternative, and probably better administratively, each employee using a City paid for cell phone should reimburse the City $10 per month for the use of the City paid cell phone. This would bring in approximately $35,000 annually. 2. Additional savings may result because if an employee has to pay 20% or $10 per month of their City paid cell phones such employee may opt out of the program , thereby saving the City 100%of such costs. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\4 FAC Cell Phone Recommendation - Bill Shulman.doc 3 of 3 3.In addition, each City department should undertake a survey of City paid for cell phones , and determine the absolute necessity of City paid for cell phones ,charged to that department , in an attempt to reduce the number of cell phones to an absolute necessity 4.Furthermore, such strict controls will aid in avoiding City paid for cell phones from “mushrooming “out of control in the future. 5.These type of perks for employees which were promulgated during the financially good times of exceptional high revenues, must be reigned in during times of budgetary deficits. Finally, it is recommended that the 20% or the $10 per month reimbursements, both of which are minimal amounts, (it would cost our Mayor about $ 189.20 per year) should start with the Mayor and City Commissioners, in order to set a good example of cutting the City’s costs. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\4 FAC Cell Phone Recommendation - Bill Shulman.doc Recommendation From Boynton Beach Financial Advisory Committee Subject/Topic : LIBRARY – 2010-2011 BUDGET - $2,243,271 Reviewed By : MERLINE PAMPLONA Recommendation (Specific Action Recommended) : IN ODER TO ACHIEVE A 15 % BUDGET REDUCTION OF $336,491, THE FOLLOWING ADJUSTMENTS WERE CONSIDERED: 1. ELIMINATION OF POSITIONS: Vacant librarian position (1) Current full-time positions (4) Part-time positions (2) 2. $14,524 REDUCTION IN OPERATING EXPENSES - SEFLIN – (SOUTHEAST FLORIDA LIBRARY INFORMATION NETWORK) We would not lose any type of accreditation. We would lose our State-wide delivery service, which saves us approximately $2,000 in postage per year. We would also lose "library-specific" staff training, our online calendar of events, which is hosted by SEFLIN and library networking. We would not be eligible for special technology projects, which often come our way through federal grants that SEFLIN is awarded in the past has included a redesign of our website, or database cleansing of our bibliographic records. 3. $1,639 REDUCTION IN CAPITAL EXPENSES - BOOKS 4. OTHER RECOMMENDATION - POSSIBLE INCREASE IN FINES (late fees) COULD RESULT IN INCREASE OF $10,000. Pros of Recommendation : NO INCREASE IN PROPERTY TAX LIBRARY WILL REMAIN OPEN FOR A MINIMUM 10 HOURS MONDAY THROUGH THURSDAY Cons of Recommendation : LESS STAFF RESULTING IN REDUCTION IN OPERATING HOURS FROM 54 HRS TO 48 HRS (a 6 hrs/week cut – hours of least demand) LIBRARY IS CURRENTLY CLOSED FRIDAY AND SUNDAY NEW OPERATING HOURS: Monday through Thursday 9:30am-7:30pm Saturday 9:00am-5:00pm BASED ON GATE READINGS, ON AVERAGE 1,500 VIST THE LIBRARY References (Staff, Documents, and Public) : REVIEWED DEPARTMENT BUDGET MET WITH LIBRARY DIRECTOR CRAIG CLARK, BOARD MINUTES 1 Impact on 2011/12 Budget : SAME AS 2010-2011 Impact on Out Year Budgets : CURRENTLY, BUDGET HAS INCREASE IN OVERALL EXPENSES FROM 2012-2015. I RECOMMEND REVISION OF BUDGET TO REFLECT 2010- 2011 AFTER BUDGET CUT UNLESS MILLAGE RATE IS RAISED Impact on Citizens : LESS OPERATING HOURS RESULTING IN RESTRICTION ON USE OF THE LBRARY MAINLY BY STUDENTS.THE LIBRARY IS THE ONLY SOURCE FOR MOST OF THOSE WHO USE IT AND IT WILL AFFECT THE COMMUNITY Impact on City Staff: LOSS OF POSITIONS, EMPLOYEE MORALE, AND SOME EMPLOYEES MAY HAVE TO TAKE ON MORE DUTIES Committee Vote Result: ForAgainst : __5__ : __2__ 2 Recommendation From Boynton Beach Financial Advisory Committee Subject/Topic : RECREATION AND PARKS – 2010-2011 BUDGET $4,609,482 (does not include transportation) Reviewed By : MERLINE PAMPLONA Recommendation (Specific Action Recommended) : IN ORDER TO ACHIEVE A 15% BUDGET REDUCTION OF $691,422, THE FOLLOWING ADJUSTMENTS WERE CONSIDERED: 1. ELIMINATION OF 12 POSITIONS - DIRECTOR CANNOT IDENTIFY DUE TO THE EFFECT IT MAY HAVE ON EMPLOYEES. 2. DECREASE IN LEVEL OF MAINTENANCE IN THE PARKS Pros of Recommendation : NO INCREASE IN PROPERTY TAX BASED ON CITY BUDGET SURVEY, 84.8% PREFER CITY AMENITIES BASED ON THESE RESULTS, CITIZENS MAY BE WILLING TO PAY AWARENESS IN ADOPT-A-PARK PROGRAM FUNDING OF $20,000 TO BOYNTON BEACH LITTLE LEAGUE SHOULD DECREASE OR CUT CHARGE FEES FOR CURRENT NON-FEE PROGRAMS APPLY FOR MORE GRANTS INCREASE IN PROGRAM FEES Send letters to citizens about possible increase in program fees or reduction of programs/activities) to please choose one: 1. Increase all program fees by amount consisting with revenue increase recommendation 2. Reduction in programs INCREASE IN RENTAL FEES FOR BIG EVENTS ELIMINATE NON-REVENUE GENERATED PROGRAMS ((Self Improvement Programs, some social activities, Life Skills and Mentoring) Cons of Recommendation : ELIMINATION OF POSITIONS WILL RESULT IN REDUCTION OF SERVICES INCLUDING DECREASE OF HOURS FACILITIES ARE AVAILABLE TO THE PUBLIC DECREASE IN LEVEL OF MAINTENANCE IN THE PARKS WILL HAVE NEGATIVE EFFECT ON CITY. INCREASE IN PROGRAM FEES INCREASE IN RENTAL FEES FOR BIG EVENTS CITIZENS WILL NOT BE PLEASED WITH ELIMINATION OF CERTAIN PROGRAMS References (Staff, Documents, and Public) : REVIEWED BUDGET MET WITH DIRECTOR, WALLY MAJORS. CITY BUDGET SURVEY REVEALS 84.8% OF RESIDENTS RATE AMENITIES EXTREMELY IMPORTANT TO MODERATELY IMPORTANT Impact on 2011/12 Budget : SAME AS 2010-2011 AFTER BUDGET CUT Impact on Out Year Budgets : CURRENTLY, BUDGET HAS INCREASE IN OVERALL EXPENSES FROM 2012-2015. I RECOMMEND REVISION OF BUDGET TO REFLECT 2010- 2011 AFTER THE 15% CUT UNLESS MILLAGE RATE IS RAISED Impact on Citizens : ELIMINATION OF POSITIONS WILL RESULT IN REDUCTION OF SERVICES INCLUDING DECREASE OF HOURS FACILITIES ARE AVAILABLE TO THE PUBLIC. LACK OF SERVICE TO THE PUBLIC. DECREASE IN LEVEL OF MAINTENANCE IN THE PARKS POSSIBLE INCREASE IN USER AND PROGRAM FEES Impact on City Staff : LOSS OF POSITIONS, EMPLOYEE MORALE, AND SOME EMPLOYEES MAY HAVE TO TAKE ON MORE DUTIES. Committee Vote Result: ForAgainst : __7__ : _0___ 1 of 2 Recommendation From Boynton Beach Financial Advisory Committee Subject/Topic: Solid Waste – Franchise All Solid Waste Services Reviewed By: George Feldman Recommendation (Specific Action Recommended): Eliminate all in-house Solid Waste services and replace with a private waste hauler through a franchise agreement obtained through competitive bid. Because all recommendations are made with fiscal concerns in mind, it is imperative that the move to contract Solid Waste services be done for the purpose of saving money. That savings must be so significant that it is worth losing local control of these functions. Pros of Recommendation: This action would alleviate the City of Boynton Beach of direct local responsibility to the public for solid waste collection services. The positive aspect of this is that this should allow for reduced overhead in other City departments and assumes that the financial impact on the City’s General Fund is equal to and no worse than that contemplated in the FY 2010-11 Budget. Cons of Recommendation: Assumption and cons as follows: 1.The net cost to the City’s General Fund must, at minimum, be $3,430,000 as shown in the City’s budget. This means that net revenue from any franchise fee, less any City expenses to manage the franchise, must be equal to or greater than this amount. 2.All control of daily collection operations, both residential and commercial, is given up to a private contractor. The contractor will have to respond to complaints and concerns in a manner prescribed in the contract. Contract service levels to the public should be equal to or better than services now provided by City staff. 3.It is important to note that the City’s Solid Waste staff and equipment were the first clean up operations to begin service after the hurricanes of 2004 and 2005. Solid Waste managers and supervisors oversaw both in house and contractual clean up operations in conformance with FEMA requirements. Without in house City Solid Waste staff, clean up operations immediately following a storm event will be slowed considerably and overall oversight of contractual services will likely fall to the private waste hauler. 4.Over the past two years, the City has made great strides in cleaning up the City using its one Solid Waste Code officer to identify trash piles that are not placed in compliance with local codes. That officer is able to call existing Solid Waste staff and equipment such that an illegally dumped pile is cleaned up that same day. Although this service level could be incorporated into a franchise contract, it would seem unlikely that a private hauler would responds as quickly. 5.At least three employees (one supervisor, one clerical, one Code) must remain on City payroll to administer the franchised contract and field resident phone calls. 6.The City would no longer incorporate Solid Waste services design into private development as part of the City’s plan review process. Assuming the private hauler wishes to be part of this design review, additional time could be added to the review process. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\14 FAC Solid Waste Franchise Recommendation - George Feldman.doc 2 of 2 7.The City often coordinates and provides garbage removal services for special events, often at the last minute and usually at no cost to the event holder. Because special events can be variable in scope, a private waste hauler will likely only provide these additional services for a fee. 8.Once a decision is made to franchise solid waste services, the City would sell its solid waste equipment. It would be exceedingly difficult to change back to City service provision since the estimated new cost of solid waste fleet is around $5.4M. 9.The decision to franchise solid waste services is one that must be made with a full understanding of timing. Once a final decision is made to franchise these services, it will take around six months to prepare bid specifications, receive bids, and then award a contract. Once a contract is awarded many more months can follow to allow the time for the contractor to hire staff (City staff hopefully), acquire equipment, and plan private operations and routes. Satisfactory time would then be required to notify the public of the changed processes. It could easily be early summer of 2012 until a franchise agreement could be implemented. References (Staff, Documents, and Public): Discussion with Larry Quinn, Solid Waste Manager, Christine Roberts, Asst Director of Public Works, and Jeffrey Livergood, Director of Public Works. Impact on 2011/12 Budget: No impact assuming that the franchise fee charged to the private waste hauler accounts for the current internal fund transfer of $3,430,000 and for added contract administration expenses.. As an enterprise fund, Solid Waste operations only impact the General Fund budget by transferring funds to the General Fund. What is unknown is the rate that the private contractor would charge to residents and businesses in order to cover his/her operating costs and to pay the City the specified franchise fee. Those may be lower or higher than those currently charged by the City. The City would receive a one time revenue from the sale of surplus equipment in the amount of around $1.5M. Impact on Out Year Budgets: Regular inflationary growth Impact on Citizens: Residents and businesses would no longer receive Solid Waste services by the City of Boynton Beach. Although the City would still oversee the contract and field some phone calls, the responsibility to address and follow up on resident and business concerns would fall solely upon the private contractor. The City would no longer have staff and equipment to rapidly address needs of the public. Impact on City Staff: 37.5 staff positions will be eliminated. Committee Vote Result: For: __0__ Against: __7__ C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\14 FAC Solid Waste Franchise Recommendation - George Feldman.doc Recommendation From Boynton Beach Financial Advisory Committee Subject/Topic: City Funding of their 3 pensions (General, Police and Fire) Reviewed By: Mike Madalena Recommendation (Specific Action Recommended): Changes to the existing pension plans are necessary to maintain the financial health of the overall city. Changes would include an immediate review of past and present assumptions to determine if the city’s past contributions need to be revised to meet current obligations and if there is a shortfall the city will need to revise their pension calculations for future retirees. Increase the employee’s contribution rate into the plan and level the contribution throughout all classes. Currently the general employees pay a greater percentage of their pay toward the pension as it relates to future benefit payout. Eliminate the COLA (Cost of Living Adjustment) in the current pensions and change to a flat rate to be determined by each pension board annually to a factor tied to real inflation. Immediately end the DROP (Deferred Retirement Option Program) to any new members in all three pensions as of 7/1/2011. At that time anyone currently in DROP within the city would have their employment end on that date of 7/1/2011. This would eliminate a double pay scenario and allow the city to either eliminate the current position or bring in a new hire at a lower pay rate. Increase the Boynton Beach Fire assessment to fund for the Fire’s pension obligations. If changes to state law permit the use of 175/185 dollars to fund police and fire pensions earmark those dollars to their respective pensions. If collective bargaining agreements are eligible to be opened the city should then look into creating a Defined Contribution plan for current future employees. Pros of Recommendation: Currently the annual pension obligation for the city is one of its largest expenditures. By adjusting the cost of the pension obligation to the employees or freezing the current benefit the city could uncover additional funds to move to other projects in the city and balance their budget. Cons of Recommendation: Would need the ability to end the collective bargaining agreements with the Police and Fire Unions to allow changes to their pensions. The unintended consequence is retention of city staff and public safety employees due to the changes to their pension. Could create low morale for city staff. References (Staff, Documents, and Public): HB 303, SB 1128, SB 1130, and Governor Rick Scott’s 2011 State of Florida Budget Impact on 2011/12 Budget: Pending completion of legislation, there may be earlier retirements of senior City staff due to changes effective 7/1/11. (SB1128) Impact on Out Year Budgets: depends on the ability to open the collective bargaining contracts and either freezing the current pension and moving to a DC plan or a reduced DB plan with greater employee contributions. Impact on Citizens: None Impact on City Staff: The unintended consequence is retention of city staff and public safety employees due to the changes to their pension. Could create low morale for city staff. Committee Vote Result: For: ____ Against: ____ Comment: TABLED PENDING RESULTS OF STATE LEGISLATION C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\20 FAC Pensions Recommendation - Mike Madalena.doc C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\20 FAC Pensions Recommendation - Mike Madalena.doc Recommendation From Boynton Beach Financial Advisory Committee Subject/Topic: SHOPPER HOPPER Reviewed By: TERRY LONERGAN Recommendation (Specific Action Recommended): DISCONTINUE SERVICE. RECOMMEND STAFF WORK WITH VOLEN CENTER TO QUALIFY SENIOR CITIZENS AND DISABLED FOR TRANSPORTATION AS AN ALTERNATIVE TO THE SHOPPER HOPPER. ACCORDING TO INFORMATION RECEIVED DURING INTERVIEWS, THE VOLEN CENTER PROVIDED NO-COST TRANSPORATION TO REGISTERED ELIGIBLE PERSONS. IT IS A SIX-PAGE APPLICATION THAT PERHAPS CITY STAFF AT THE SENIOR CENTER CAN ASSIST CITIZENS IN FILLING OUT. THE COMMITTEE ALSO REVIEWED A TAXI SUBSIDY PROGRAM TO HELP PROVIDE OTHER TRANSPORTATION OPTIONS. THE COMMITTEE NOTED THAT THE STAFF IS ALSO PRESENTING TRANSPORATION ALTERNATIVES AT THE CITY COMMISSION MEETING OF APRIL 5, 2011. Pros of Recommendation: FAC SURVEY RESULTS OVERWHELMINGLY SUPPORT DISCONTINUANCE. THIS HAS NEVER BEEN FISCALLY SUSTANIBLE. RIDERSHIP DOES NOT WARRANT THE EXPENSE. Cons of Recommendation: DISCONTINUANCE WILL PRESENT A HARDSHIP FOR THOSE NEEDING TRANSPORTATION TO THE BOYNTON BEACH SENIOR CENTER AND OTHER STOPS ALONG THE FIXED ROUTES. SENIOR CENTER MAY LOSE NATIONAL ACCREDIDATION IF THE SERVICE IS ELIMINATED. References (Staff, Documents, and Public): FAC SURVEY; MEETING WITH WALLY MAJORS; ATTENDANCE AT SENIOR CENTER ADVISORY BOARD MEETING Impact on 2011/12 Budget: WILL ADD $220,000 TO CITY BUDGET. Impact on Out Year Budgets: VEHICLE MAINTENANCE WILL NO LONGER BE NECESSARY Impact on Citizens: POTENTIALLY LEAVES SENIORS WHO ARE UNABLE TO DRIVE WITHOUT TRANSPORTATION TO THE SENIOR CENTER, WALMART, TARGET, WALGREENS, CVS AND OTHER STOPS ALONG THE FIXED ROUTES. WILL ALSO CREATE A HARDSHIP FOR CHILDREN GOING TO AFTER SCHOOL PROGRAMS, ACTIVITIES AND SUMMER CAMP WITHOUT TRANSPORTATION Impact on City Staff: AT THE PRESENT TIME, 3 F/T AND 1 P/T EMPLOYEES WILL HAVE TO BE REASSIGNED OR LAID OFF. Committee Vote Result: For: 6 Against: 0 SUPPLEMENTAL INFORMATION ON THE PAGES ATTACHED. (From City Staff Report to City Commission for April 5, 2011 Meeting.) C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\21 FAC Shopper Hopper Recommendation 1 - Terry Lonergan.doc History of local Boynton Beach Transit th On December 20, 1994 per Resolution #R94-193, the City of Boynton Beach entered into an interlocal agreement with Palm Beach County to lease 4 transit coaches to provide public transportation to the general public in the City of Boynton Beach. Per the Agreement the City “leases” the coaches on an annual basis for $10.00 from the County. The County was the recipient of a capital, operating and planning assistance grant per the Federal Transit Act. Included in the Grant’s Program of Projects was the acquisition of rolling stock to be used for alternative public transportation purposes. Beginning in January of 1995 the City began operating as the Boynton Beach Transit Authority and provided transportation based on a fixed route system coordinated with Palm Tran (Staff believes it was called Co-Tran at that time). The fixed route followed the same path and schedule each day and did not deviate from the route. Therefore, the transit system at that time best served those residents that lived in close proximity to the fixed route. Sometime after 1997 Palm Tran added routes that coincided with the fixed routes the City was providing. Between the two systems offering the same routes ridership diminished for the Boynton Beach Transit Authority. As a result the name of the City’s program changed to the Shopper Hopper and fixed routes were eliminated. The Shopper Hopper started providing door to door service from various locations (communities). Two buses were used at that time for this service. In addition the service changed again and started providing transportation from local elementary schools to the City’s after school programs, summer camps and the Senior Center. The program today continues to provide the Shopper Hopper service to various locations (limited to grocery, Wal-Mart, Kohls, Target, the Mall, for example) and transportation from local elementary schools to the Art Center and Hester Center for After School programs and provides transportation for the Senior Center for special group activities. Current Shopper Hopper Services are noted on an attached exhibit. Shopper Hopper fares are $1.00 each way with a reduction to $0.50 each way for seniors over age 61. It is obvious that our local transit system has adapted and evolved to meet the needs of our local Boynton Beach residents. Our transit system was established, and prospered, at a time when few other public transportation options were available, particularly for seniors that were the intended users of this system. However, since the inception and evolution of our local transit system, there have been substantial regional transit changes that offer residents County-wide more transportation options. Notably, seniors and disabled individuals have a variety of options to them that expand far beyond our local transit system. A discussion of these options follows in this report. Fiscal Constraints As fiscal constraints have become more prevalent in all City operations, the Boynton Beach Shopper Hopper system has come under increased scrutiny, as have many other City programs. It is necessary to identify those programs that provide a service to the public that is worth the cost. However, defining a program worth can be subjective. Therefore, this staff analysis will concentrate primarily on measures of ridership and cost data. Any subjective sentimental worth and value to the community is best determined by the City Commission as part of its budget deliberations. Staff provides the following cost and ridership data of the Shopper Hopper system (from the 2010 Budget submittal). Final data for the current fiscal year (2010-11) will not be known until after Oct 1, 2011. 2005-06 2006-07 2007-08 2008-09 2009-10 Operating Revenues $10,262 $9,062 $9,732 $8,517 $9,500 Operating Expenses $239,554 $224,582 $275,912 $325,325 $269,131 C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\21 FAC Shopper Hopper Recommendation 2 - Terry Lonergan.doc Operating Loss $229,292 $215,520 $266,180 $316,808 $259,631 Annual Rider Trip 15,248 13,221 12,958 12,170 12,609 Net City subsidy / Trip $15.04 $16.30 $20.54 $26.03 $20.59 The above operation cost is funded by the City’s transfer of Gas Tax revenues to the transportation program. The City annually receives slightly over $1.1M in gas tax revenue from the State. These funds can only be used for eligible items affecting transportation and highways. The current year budget (2010-11) of gas tax eligible expenditures is as follows; Trans Services (inc. Shopper Hopper) $224,554 Public Works Street Maintenance Division $972,151 Transportation related Capital Projects $930,000 Total Gas Tax Eligible Expenses $2,126,705 The City has around $2.1M of Gas Tax eligible expense yet only $1.1M of Gas Tax revenues. The difference of $1.0M is comprised entirely of monies from the General Fund. Therefore, any reduction of the above referenced programs will provide financial relief to the General Fund. Transportation Options For the past several years, the City has recognized that the continued operation of the local transportation system is not sustainable. Simply stated, either passenger revenues must increase or operational costs must decrease. As the above financial chart shows, City staff has reduced the transportation costs from a high of $325,325 to a current budget amount of $224,554. This has been accomplished primarily by transitioning to more part time staff in lieu of paying full time wages and benefits where possible. There are other operating efficiencies as well. There is very little room for further operating cost reductions. Therefore, one must instead look to increasing revenue from riders in order to offset overall cost to the taxpayer. However, as illustrated earlier, the City subsidy per rider is around $20 per trip while the rider share is $0.50 per trip for seniors. The rider fare would have to be increased significantly and, if implemented, would very likely result in greatly reduced ridership. We must balance the demand for services with the rate the customer is willing to pay. The equalization point of supply to demand is difficult to determine. Staff does not believe the funding gap can be reasonably accommodated with rider fare increases. This, therefore, would suggest that the Shopper Hopper / Transportation System should cease operations as we know it today. But, the goal of our program has always been to move people, primarily seniors. We need not assume that this can only be accomplished by our current Shopper Hopper system. It can be difficult to determine transportation needs because each rider has a unique destination, a unique departure point, and a unique time of day they wish to travel, hence the dilemma that transportation planners across the country try to solve. So, what choices do we have locally? Existing Transportation Alternatives for Shopper Hopper riders Palm Tran Palm Beach County began mass transit operations in 1971. The current name of Palm Tran was established in 1996. The initial seven transit routes have grown to 36 routes today. In 2009, Palm Tran served 10 million riders from 3,200 bus stops. Destinations are County wide as shown on an attached Exhibit. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\21 FAC Shopper Hopper Recommendation 3 - Terry Lonergan.doc Locally, Boynton Beach is served by five Palm Tran Routes as shown on the attached exhibits. These routes primarily serve riders on Boynton Beach Blvd, Congress Avenue, Seacrest Blvd, Gateway Blvd, Lawrence Road, the Boynton Beach Mall and the Tri Rail Station. Staff clearly recognizes that these routes are likely not convenient to seniors, particularly, who may reside well removed from the arterial bus route. The routes do, however, provide transit options to many other people that may reside, or have a destination, near a route. Palm Tran Connection Palm Tran Connection is a relatively new service that was adopted by Palm Beach County in 2004 to address the transit needs of the elderly, the disadvantaged and the disable person. Palm Tran Connection relies entirely upon a door to door para-transit system that, ironically, is nearly identical in the way that our existing Shopper Hopper operates. However, whereas our Shopper Hopper system provides door to door transportation to specified locations within the City, Palm Tran Connection can be utilized by the public for transit for any destination of any type within the County from their home in Boynton Beach. The fare for this service is $3.00 each way compared to our Shopper Hopper fare of $1.00 per trip ($0.50 for ages over 61). Despite the fact that Palm Tran Connection is more costly than our existing Shopper Hopper service, one can certainly claim that the destination alternatives allowed by the Palm Tran Connection make it a very good alternative. Also, we should be mindful of the fact that our Boynton Beach residents help to fund Palm Tran Connection as they are also Palm Beach County residents. Had the Palm Tran Connection been in operation years ago prior to when our own Shopper Hopper system was established, it is very likely that our senior residents would have used Palm Tran Connection and there would have never been a separate need to establish our own local transit system. Staff believes that the Palm Tran Connection system is a viable alternative to our Shopper Hopper system The Volen Center The Volen Center in Boca may be one of the best kept secrets for transportation needs in South Palm Beach County. The Volen Center is funded by The City of Boca Raton, residents of Palm Beach County and other sources. The Volen Center provides transportation for seniors in that portion of Palm Beach County south of Hypoluxo Road. Therefore, all geographic areas of Boynton Beach would appear to fall within the area served by the Volen Center transit system as would Delray Beach and Boca Raton. The Volen Center provides transportation for seniors at either minimal, or reduced cost, depending upon the origin and destination. Fares are $3.00 (to match Palm Tran Connection) for most trips. Bus trips to an individual’s primary care physician, or for dialysis, are free or for donation. Riders must call the day before pickup and can expect a ride any time within a selected one hour window beginning at 10:00 am and ending at 2:00 pm. Riders must call for a return trip prior to 2:30 pm. The Volen Center provides transportation to numerous County social services agencies and meal sites for example. Our own Senior Center is one such site that would be a great destination for users of the Volen transit system. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\21 FAC Shopper Hopper Recommendation 4 - Terry Lonergan.doc Staff believes that the Volen Center transportation system is an excellent alternative to those users of our own Shopper Hopper system. The fare is either free or reduced and the variety of destinations is far greater than our own Shopper Hoppers system. Taxi Service Fresno County No transit report would be complete without referencing transportation alternatives provided by the private, for profit, sector. There are shuttle systems and limousine services too numerous to mention. These services are easy to locate through a yellow page search. These services are costly for individual riders. Taxi service is a well defined and known private transportation service. Private taxi companies provide on-call transportation needs for those users who do not desire to use mass transit and prefer to travel alone. Taxis are very common in our area and are utilized by seniors because of the convenience when compared to other public options such as Palm Tran Connection and the Volen Center. Seniors may also choose taxi services because they are not aware of the wide variety of public alternatives mentioned herein. That said, many communities across the country have found ways to leverage private taxi services for transportation needs of local residents, seniors in particular. The most common method is to utilize a voucher or coupon process. This process allows for a city to issue a voucher, or coupon, to an eligible participant that allows the rider to reduce the cost of a taxi fare. Attached is a program brochure for the Taxi Scrip Program in Fresno County California. This is one of the best descriptions of a taxi coupon program staff was able to find on the internet. Fresno County’s program is one where a taxi rider is able to purchase a $20 taxi coupon for $5. The rider then uses the full value coupon to pay for the taxi ride. Specific program details are defined in the brochure. Obviously Fresno County has agreements with tax providers for the use of the coupons and payment terms to the provider. Fresno County chose to make the service available to those age 70 years and older. Of course, any government entity choosing to provide taxi coupons in this manner could create any eligibility requirements it wishes based upon local community need and resources. Wellington, Florida The Village of Wellington recently implemented a taxi subsidy program to accommodate their need to transport seniors within their corporate boundaries. This subsidy is budget in the amount of $20,000 per year. Detail of Wellington’s system is as follows: Eligibility:  Wellington Resident – 60+ years old, and “mobility impaired”. However, the Town bases all this on the “honor” system, (i.e. they do not check birth certificates, tax records, etc…)  Both persons in a marriage who are eligible can participate in the program. However, vouchers cannot be transferred amongst the couple.  Each registered participant receives a card that is valid for ten (10) trips. The Village pays $13, the individual pays $2 – Total $15/trip. A “round” trip counts as two trips. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\21 FAC Shopper Hopper Recommendation 5 - Terry Lonergan.doc Area of Service: Within the Town’s corporate limits Reserving a Ride: Participants can make reservations by calling the contracted transportation companies directly, Monday through Friday 7am to 7pm, excluding holidays such as Labor Day, Thanksgiving Day, Christmas Day and New Year’s Day. Participating Transportation Companies are chosen by the Town based on a formal bid process. Rides can be reserved as little as one hour, if scheduling permits, and up to 2 weeks in advance and can be for any purpose within the servicing area. Rides are available Monday – Friday 8am to 5pm excluding holidays such as Labor Day, Thanksgiving Day, Christmas Day and New Years Day Taxi Subsidy Summary A taxi coupon program could be a viable alternative for local senior transportation needs. However, additional research regarding internal staff support needs would be warranted. We do not have a history with this type of system so it is difficult to estimate annual direct costs or man hours necessary to support the program. This could very well be a great program but one that is not worth the administrative oversight. Should we proceed with this system, staff recommends that a budget amount be established and the program should operate to that limit and no further. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\21 FAC Shopper Hopper Recommendation 6 - Terry Lonergan.doc 1 of 2 Recommendation From Boynton Beach Financial Advisory Committee Subject/Topic: Solid Waste – Residential Garbage Collection Reviewed By: George Feldman Recommendation (Specific Action Recommended): Amend residential garbage collection schedules such that garbage is collected one time per week (ENTIRE CITY). Existing service levels provide for residential garbage collection two times per week. This can be scalable to allow regional neighborhoods to select lesser service frequency. Neighborhoods (HOAs) would need to respond to a prepared questionnaire, choosing twice a week or once a week pickup. After reviewing responses, a cost effective determination could be analyzed saving the City operational expenses and reducing cost to taxpayers or HOAs. This would be a cost neutral approach before implementation. Note: The survey responses indicated support for once-a-week service to reduce costs. Pros of Recommendation: This action would allow for a total cost reduction of approximately $275,000 annually assuming the entire City is affected. Some customers may prefer twice per week collection. Cons of Recommendation: There are a number of cons as follows: 1.Many residents need twice per week collection either because of family size or the amount of refuse generated. 2.There will likely be an up front cost to implement this program. Carts are available today in two sizes, 65 gallons and 95 gallons. Many residents also currently use much smaller 35 gallon carts that are being phased out due to collection difficulties. Therefore, if the City transitions to once per week collection, many residents will request larger carts in order to accommodate larger volumes of garbage. Those residents that ask for large carts should be required to pay for the replacement cost of around $55 per cart. 3.Some residents will place extra garbage bags beside the City cart and expect it to be collected. This cannot be done with automated trucks. Customer complaints will rise and public health could be impaired. The City could return to rear load collection vehicles to allow flexibility on how residents place their garbage at the curb. Rear load vehicles require three employees so this could require the City to actually add staff which could offset the savings to go with one day per week collection. 4.Residents can request two carts and pay an extra monthly fee of $6.00 per cart. The City has some situations like this now. If once per week collection is implemented, some residents may request an additional cart. They may not have room to store this cart. Internal City tracking of these extra carts would become difficult. C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\22 FAC Solid Waste Residential Garbage Collection Recommendation - George Feldman.doc 2 of 2 5.The biggest negative impact would be to those residents who have regular garbage collection on Thursday, Thanksgiving Day and on the variable days of Christmas and New Years Day. The City does not collect garbage on these dates. Because the City is on a six day per week collection schedule (cost reduction measure in 2010), there are no make days available. Therefore, those with Thanksgiving Day garbage collection would go two weeks without garbage service and those whose collections days fall on Christmas and New Years will go three weeks without collection. 6.The public might expect a rate reduction in the monthly water bill. The public may perceive reduced solid waste services to correlate with reduced solid waste costs. This therefore would not benefit the General Fund deficit. References (Staff, Documents, and Public): Discussion with Larry Quinn, Solid Waste Manager, Christine Roberts, Asst Director of Public Works, and Jeffrey Livergood, Director of Public Works Impact on 2011/12 Budget: Savings of $275,000 to change entire City to once per week collection. Savings will vary if larger neighborhoods are allowed to opt in or out. Impact on Out Year Budgets: Regular inflationary growth Impact on Citizens: Impact on the public will be varied. Those that prefer once per week garbage collection would be pleased. Those that prefer twice per week collection will not. The most noticeable impact may be an increase in fly dumping. The City already experiences fly dumping despite the fact that the City collects garbage twice per week and also collects unlimited amounts of bulk trash and landscape waste twice per week. By reducing services levels for garbage collection, some may choose to fly dump causing the appearance of the community to diminish. Impact on City Staff: Two staff positions (Equipment Operators) will be eliminated. Committee Vote Result: For: 6 Against: 0 C:\Documents and Settings\cherryc\Local Settings\Temporary Internet Files\OLKC\22 FAC Solid Waste Residential Garbage Collection Recommendation - George Feldman.doc Recommendation From Boynton Beach Financial Advisory Committee Subject/Topic : FORESTRY AND GROUNDS - 2010-2011 BUDGET $1,553,099 Reviewed By : MERLINE PAMPLONA Recommendation (Specific Action Recommended) : IN ORDER TO ACHIEVE A 15% BUDGET REDUCTION OF $232,965, REDUCTION OF MEDIAN MAINTENANCE WAS CONSIDERED Pros of Recommendation : NO INCREASE IN PROPERY TAX ONLY ONE DEPARTMENT AFFECTED BY BUDGET CUT Cons of Recommendation : REDUCTION OF MEDIAN MAINTENANCE WILL RESULT IN THE FOLLOWING:  Reduce median maintenance on all of Congress Ave. and Federal Highway  Remove turf and plants exclusive of trees and palms  Replace turf and plants with mulch  Weed control (Spraying) 4 times per year  Minor modification in irrigation  Trash and litter will only be cleaned up four times per year because litter cleanup is part of our landscape maintenance contract  Many of these medians are remote and in residential areas. Unable to calculate cost reductions for these smaller medians at this time References (Staff, Documents, and Public) : REVIEWED DEPARTMENT BUDGET MET WITH GLENDA HALL, CHRISTINE ROBERTS, AND JEFFREY LIVERGOOD Impact on 2011/12 Budget : SAME AS 2010-2011 AFTER BUDGET CUT Impact on Out Year Budgets : CURRENTLY, BUDGET HAS INCREASE IN OVERALL EXPENSES FROM 2012-2015. I RECOMMEND REVISION OF BUDGET TO REFLECT 2010- 2011 AFTER BUDGET CUT UNLESS MILLAGE RATE IS RAISED Impact on Citizens : CITIZENS MAY NOT BE PLEASED WITH LEVEL OF MEDIAN MAINTENANCE Impact on City Staff : REDUCTION OF HOURS IN THE MAINTENANCE DEPARTMENT NO DIRECT IMPACT ON PERSONNEL Committee Vote Result: ForAgainst : _7__ : __0__