HomeMy WebLinkAboutApproved Minutes - 1982-04-29 April 29, 1982
A regular meeting of the Lake Oswego Budget Committee for fiscal year 1982-83 was
convened at the Adult Community Center, Fir-Cedar Room, at 7:30 p.m. Present were
Chairman Fahrendorf; Mayor Campbell and Councilors Taylor, Marquis and Avery; citizen
members McAllister, Tipton, Rivenburgh, Jones and Blackmore; Peter Harvey, City Manager;
Fred Matthias, Finance Director; staff members; and interested citizens. Citizen member
Cornwall arrived at 7:45 p.m. Councilors Woller, Henderson and Young were excused.
I. Chairman Fahrendorf called the meeting to order.
II. Roll call.
III. Minutes.
The minutes of the April 21, 1982 meeting were distributed. Chairman Fahrendorf
suggested that the Committee review the minutes and act on them at the next
meeting.
IV. Report on Unemployment Insurance Reserve.
Mr. Harvey noted that the budget for unemployment insurance reserves had been
questioned at the last budget meeting. He presented the Committee with a staff
report on unemployment insurance reserves, prepared by Robert Kincaid, Assistant
to the City Manager. He noted that Mr. Kincaid had made a complete analysis of
the unemployment insurance situation.
In response to an inquiry from Mr. Blackmore, Mr. Kincaid noted that the maximum
potential accumulative liability figure of $340,567 did not include extended
benefits for 13 weeks (i.e. , $340,567 is the maximum figure for the base period
of 26 weeks) .
In response to an inquiry from Mr. Jones, Mr. Kincaid indicated that during the
past two-year period, the City had paid out approximately $47,000 in total
benefits.
In response to an inquiry from Councilor Avery, Mr. Harvey stated that if, for
some reason, the City did not have sufficient funds in in the unemployment
insurance reserve, funds would need to be transferred from other budget areas
--Personal Services, Materials & Services or Contingency. Mr. Kincaid stated
that the other alternative would be to secure insurance through the State agency.
Mr. Harvey noted that the advantages of "self-insurance" are that the City can
invest the funds, and benefit from cash flows as well. He stated that staff
analyzes the situation each January, and so far, self-insurance has proved to be
beneficial.
(Mr. Cornwall arrived at this time. )
V. Report on FICA Computations.
In response to a inquiry made at the last meeting by Mr. Cornwall, Mr. Harvey
presented a staff report, prepared by Robert Kincaid, regarding FICA
calculations. He stated that some of the budgeted figures for FICA had been
overstated, and that the appropriate reductions would be made throughout the
budget.
Budget Committee Page 2
April 29, 1982
Moved by Councilor Marquis, seconded by Councilor Taylor that the Committee adopt
the changes in FICA computations throughout the budget as outlined in the staff
report. The motion passed, with Mayor Campbell, Councilors Avery, Marquis and
Taylor, Chairman Fahrendorf and citizen members McAllister, Rivenburgh, Jones,
Blackmore and Cornwall voting "yes"; and citizen member Tipton voting "no".
VI. Report on Insurance Deductibles.
Mr. Harvey presented a staff report, prepared by Fred Matthias, in response to an
inquiry made by Mr. Cornwall at the last meeting. He noted that the liability
insurance reserves were not so much for the purpose of "self-
insurance", as the establishment of effective reserve levels to cover potential
deductible costs, enabling the City to control its insurance costs in the future
with larger deductibles.
In response to an inquiry from Mr. Blackmore, Mr. Harvey noted that the City has
made good risk analyses on all liability insurance areas except the civil rights
area. He stated that since this type of liability insurance was added only one
year ago, therefore, a sufficient deductible is still an unknown.
The Committee discussed the City's umbrella liability policy.
VII. Review of Library Services Budget (Pages 27-29) .
Bill Willingham, Chairman of the Library Board of Trustees, presented a report on
behalf of the Library Board. He noted that the Lake Oswego Library has one of
the highest per capita circulations in the State and is also one of the most cost
effective. He stated that the proposed "hold-the-line" budget will continue to
provide the level of services the citizens expect; however, the Board recommends
restoring the Monday morning service which had been cut from the budget last
year. He explained that the number of patrons utilizing the Library on Mondays
over the past year was reduced by 12% (or, about 60 people) . Overall, the number
of patrons utilizing the Library over the past year increased by 2.2%. Mr.
Willingham requested that the proposed Library Services budget be increased by
$5,080 (the amount necessary to restore Monday morning hours).
The Committee discussed, in detail, the issue of restoring Monday morning hours,
particularly in light of the construction of the new Library structure. Mr.
Willingham stated that because of the method of construction, he did not believe
service levels would be disrupted by the construction.
Mr. Willingham distributed a staff report, prepared by Steve Turner, Acting
Library Director, entitled, "Background and cost analysis for reopening Monday
mornings".
In response to an inquiry from Mr. Cornwall, Mr. Turner stated that proposed
budget is basically the same as the budget adopted for 1981-82, with increases
for salaries and inflation (i.e. , the total is somewhere between last year's
budget and the budget for fiscal year 1980-81) .
Mr. Harvey stated that although it had not been formally announced, Steve Turner
has been appointed as the City's new Library Director.
Budget Committee Page 3
April 29, 1982
Mr. Harvey stated that the Library budget recommends the same number of
full-time employees (i.e. , 11) ; however, based on an analysis of duties, the
position of Administrative Aide will be replaced by the position of
Secretary, and the position of Clerk-Typist will be replaced by the position
of Library Clerk.
Mr. Turner explained the part-time salaries in detail.
Mr. Harvey addressed the proposed budget for purchase of new books (line item
411 and 411, pages 28 and 29) . He noted that often, when a new book is pub-
lished, it must be purchased within a year's time, or the opportunity to
purchase it may be lost.
Mr. Turner noted that the Library intends to make a concerted effort to spend
funds for books on new editions in an attempt to replace outdated books
(particularly, nonfiction) .
In response to an inquiry from Mr. Jones, Mr. Harvey discussed the issue of
duplication in books between Lake Oswego and other community libraries. He
noted that with the installation of the new computer system, the City Library
will be able to determine which books are in demand, and which are not;
therefore, avoiding some duplication. He noted that with the new computer
system, the Library will be able to determine whether the purchase of a book
is necessary if the possibility exists that it could be borrowed from another
community library.
Doug Moy, a member of the Library Board of Trustees, noted that some
duplication is necessary in order to serve Lake Oswego patrons. He explained
that even though another library may have a particular book, they may not
wish to lend it to Lake Oswego.
Mr. Harvey noted that line items, 416, "Reimbursed Replacements", and 417,
"Special Programs", appear as new items. Mr. Harvey noted that the funds
expended in these accounts are offset by donations.
Mr. Harvey reviewed the Library budget in general.
Moved by Councilor Marquis, seconded by Councilor Avery, that the Committee
accept the proposed 1982-82 Library Services budget as presented (total:
$381,140) , without accepting the requested addition of $5,080.
Following discussion, the motion passed, with Mayor Campbell, Councilors
Avery, Marquis and Taylor, Chairman Fahrendorf and citizen members
McAllister, Rivenburgh, Jones, Blackmore and Tipton voting "yes"; and citizen
member Cornwall voting "no".
The Committee discussed the viability of the "budget tours" presently being
held on Wednesday afternoons. Mrs. Tipton stated that valuable information
was obtained by those attending the tours; that those who were not in attend-
ance would be unaware of the issues raised; and therefore, some Committee
members would miss some of the issues presented during the tours.
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April 29, 1982
It was the consensus of the Committee to continue the tours.
VIII. Review of Public Works Fund (Pages 33-45) .
Mr. Harvey reviewed the Public Works Fund Summary (Page 33) and the Public
Works Comparison of Revenue by Source (Page 34) .
In response to an inquiry from Councilor Marquis, Mr. Harvey explained that
revenues from building permits and fees are now budgeted in the Police-Fire
Fund, Inspection Services Division.
Mr. Harvey noted that recently the City has seen a slight increase in the
processing of Development Reveiw applications; however, he could not predict
what the overall impact would be on the future issuance of building permits.
Mr. Harvey noted that most of the fund transfers to Public Works are used for
financing the Planning operation.
Mr. Harvey reviewed the Public Works Personal Services budget (Page 35) . He
noted that except for the reorganization of the Department and the elimina-
tion of the City Engineer position, the number of personnel were the same as
fiscal year 1981-82.
In response to an inquiry from Chairman Fahrendorf, John Godsey, Director of
Public Works, stated that AWWA dues have increased due to reapportionment
(Administration, Pages 36 and 37, line item 458) . He noted that the dues
were for a City membership--budgeted in the Public Works Department.
In regard to line item 435, Service Agreements, Councilor Taylor suggested,
as an alternative to a service agreement, that the City pay time and charges
for maintenance service on the word processing equipment. Mr. Harvey stated
that this would be analyzed by staff.
Mr. Harvey reviewed the Engineering Division budget (Pages 40 and 41) .
Mr. Harvey noted that expenses for office supplies have increased. Mr.
Godsey noted that the increase represents an upgrading in drafting services,
which includes the function of upgrading "as-builts" and maps for construc-
tion projects.
Mr. Harvey noted that the Engineering Division has proposed funds for
microfilming as-builts and plats; and the purchase of a new file cabinet
(Capital Outlay, Page 40-41) . He stated that the microfilming would be per-
formed by an agency outside the City service.
Patrick Barnum, Planning Director, reviewed the Planning Department budget
(Pages 42-43) . He noted that the department had eight planners at the peak
of the Comprehensive Plan process, and the City is budgeting for only five in
the proposed budget.
Mr. Harvey noted that the Senior Planner spends her time on the preparation
of the Development Ordinance, coordinating the standards, developing the
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April 29, 1982
Zoning Ordinance and Comprehensive Plan amendments. Following this process,
the City should be ready to submit the Comprehensive Plan to LCDC for
acknowledgement. This may, in turn, result in making some revisions; and by
then, it will be time to begin the five-year review of the Comprehensive
Plan. Thus, the function of the Senior Planner continues on a cyclical basis.
Mr. Harvey noted that the Materials & Services budget is down from last
year. He stated that this is due to the fact that the City retains a secre-
tarial service to cover the Planning Commission and Design Review Board
meetings, and the City has been able to obtain those services at a lower rate
than last year.
Mr. Harvey commented on the Public Works, Nondepartmental budget (Pages
44-45) . He noted that reductions were due primarily to the transference of
the Inspection Services Division to the Police-Fire Fund.
IX. Review of Special Funds (Pages 143-158) .
Mr. Harvey noted that Federal Revenue Sharing funds (Page 143) are proposed
for capital improvement projects, the details of which are outlined in the
Capital Outlay Exhibits (Pages 159-169) .
Mr. Harvey explained that the proposed requirements for the Traffic Safety
Fund (Page 145) represented the reappropriation of funds for the Boones
Ferry/Reese/Oakridge traffic signalization project, previously scheduled for
completion in fiscal year 1981-82. Mr. Godsey stated that the City is pres-
ently in the process of purchasing the rights-of way for the road widening.
Mr. Harvey noted that the Bancroft Bonding and Redemption Fund (Page 148)
shows an increase for 1982-83, because there are a number of LID's being
assessed, and more bonds will be sold.
Mr. Harvey noted that in 1981-82, the City purchased one of the library
terminals with funds from the Library Gift Fund (Page 149) . He noted that
the charge for using the County's Central Processing Center is a one-time
only charge, unless the City determines, in the future, that the City needs
another terminal.
Mr. Harvey noted that the Water Bond Fund (Page 151) represents funds
remaining from the sale of the bonds that have not been spent. He noted that
this week, the City awarded the bid on the last reservoir project, and bids
came in less than anticipated; therefore, the City may have more funds than
projected.
Mr. Harvey noted that the City receives about $3,000 from the State,
annually, for bicycle path construction. Mr. Harvey explained that the capi-
tal outlay budgeted in 1981-82 for the Iron Mountain Bike Path (Bicycle Path
Fund, Page 152), was not expended, and has been reappropriated in 1982-83
under "Bicycle Path Construction". Mr. Godsey noted that a one-way bike path
on Iron Mountain Boulevard has been recommended by the Parks & Recreation
Commission, and the City is proceeding with the design of the path at this
time.
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April 29, 1982
Mr. Harvey noted that the Library Bond Fund (Page 154) is similar to the
Water Bond Fund, in that it represents the proceeds of the sale of library
bonds and accrued interest.
Mr. Harvey explained that very shortly, the Parks and Recreation Commission
will recommend to the Council that the City proceed with the driving range
project (Page 157, Driving Range LID) . In response to an inquiry from Mr.
Blackmore, Mr. Harvey noted that the project could be incumbered during fis-
cal year 1981-82.
In response to an inquiry from Mr. Jones, Mr. Harvey noted that the
difference in the 1981-82 Budgeted and Estimated totals for the Engineering
Division (Page 41), was a result of careful management and the fact that the
City Engineer left in January, leaving that position vacant.
X. Adjournment.
The meeting was adjourned at 9:57 p.m.
Respectfully submitted,
Shirley M. Siul
Recording fretary __-
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