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HomeMy WebLinkAboutBudget/Finance Committee Minutes 10.16.2007 MINUTES BUDGET/FINANCE COMMITTEE OCTOBER 16, 2007 5:30 P.M. COUNCIL CONFERENCE ROOM MEMBERS PRESENT: Chairman Mark Mace Doug Poehls Mayor Olson Kate Hart Gay Easton OTHERS PRESENT: Mary Embleton Miral Gamradt Chairman Mark Mace called the regular meeting of the Budget/Finance Committee to order at 5:40 p.m. There was no public in attendance. The minntes of the October 2, 2007 Budget/Finance regular meeting were presented and approved via motion by Doug, seconded by Kate, and passed unanimously. Mayor Olson introduced Miral Gamradt to the committee. Miml presented his proposal to prepare a CIP plan for the city. Miral retired from the City of Bozeman as their Finance Director three years ago. He has since gone into private consulting and recently prepared Flathead County's CIP. He had done an extensive search on the intemet to look at governments nation-wide for their CIP plans. He did not find much, but took their best ideas and produced the plan for Flat_head County, end claims that it is one of the best documents of its kind. Mayor Olson gave a background oftbe city's CIP efforts and future considerations, such as impact fees, TIF district, etc. The city has a need for a "tool box" for all these "tools" and a CIP plan would fill this need. Miral stated that he will do a 5-year analysis of capital implicated funds, such as the General, Street Maintenance, and Enterprise funds. Mayor Olson stated that current staff doesn't have the time to put something like this together, and that the clerk/treasurer recommended Miral when a CIP plan was discussed in the pest few months. Miral described three approaches that he has seen in establishing CIP needs, and he feels that a practical approach, reminding department heads of the frugal use of taxpayers' money, is the best introduction to formulating a plan. He recommended that council convey their philosophy to the department heeds aheed of time. Bozeman's CIP was created in 1999, and has been implemented and followed since that time. Mark asked if staffing for a full-time fire department can be included in a CIP. Miml stated that all operational costs need to be considered when establishing a CIP, so that trends can be analyzed and the city can plan ahead for future funding of operational as well as capital costs. He recommended that the projections be for 5 years into the future, but long-term needs, such as a new city hall, fire hall, or l~rary, should be noted in the plan as goals for 6 to 20 years out. The committee thanked Miral for his presentation. His proposal for $20,000 will be on the next committee agenda (Nov. 6th). September Journal Vouchers #711-714 were reviewed and approved by the m~yor. Utility Billing adjustments for September 2007 were reviewed by the committee. Mary stated that there were fewer shut-offs for the monte The documents were approved via motion by Kate, seconded by Doug, and passed unanimously. The September 2007 Financial Statements were reviewed by the committee. Mary stated that the General Fund is at 24% with 25% of the year expired, and into reserves by over $267,000, which is typical for this time of year. Mary will complete the loan application for Intercap for the ambulance next week, which will need to go through council approval. Then the negative cash balance in the ambulance CIP will be corrected. Blldg~q, tFilla~ Committe~ O~tober 16, 2007 Motion by Doug, seconded by Kate, to recommend approval of the September Financial Statements to the council. Motion passed unanimously. There were no purchase requisitions for approval. The committee reviewed the Comp/OT reports for PPE 10/7/07. The Payroll Register for PPE 10/7/07 totaling $138,186.61 was reviewed by the committee. Motion by Kate, seconded by Doug, to recommend council approval of the payroll register. Motion passed unanimously. Clerl~dTreasurer's Comments: Audit urenarations - There was nothing new to report on this. 1 O-veer Cash Flows - There was nothing new to report on this. Perhaps Miral can assist. Ouarterly Report - Mary stated that she will have the report finished by next week, and in the council's mailboxes for their review prior to the presentation on October 30~. Mayor's comments: Upcomirm Proieets: West Main SID and overlay and Storm water project - Mayor Olson stated that he will meet with Great West Engineering on these projects and discuss the possible implication of the TIF District on these projects. 8th Avenue/GARVEE -Mayor Oison will meet with Kirk Spalding o fEngineering, Inc., and will report back to the committee. Impact Fees - Carson Bise of TischlerBise will be here on November 14~' to begin data collection for the feasfoility study. Mayor Olson explained that the city will be offered a "cafeteria plan" in that the city will be able select which types of fees will be best for the city. Also, Miral Gamradt has offered to develop Laurel's impact fees once the study is completed. Urban renewal- TIF District - Mayor Olson stated that there will be more instruction at the council workshop on the 30t~. He will meet with officials fitom the school district tomorrow. Other - None. The next regular Budget/Finance meeting will be held on Tuesday, November 6th, 2007 at 5:30 p.m. For next agenda: CIP proposal The meeting adjourned at 6:25 p.n~ Respe,'ct fully Submitted, Clerk/Treasurer 2