HomeMy WebLinkAbout2015-11-30 - Special FINANCE AND CORPORATE SERVICES COMMITTEE
NOVEMBER 30. 2015 CITY OF KITCHENER
The Finance and Corporate Services Committee met this date commencing at 9:03 a.m.
Present: Councillor S. Davey-Chair
Mayor B. Vrbanovic and Councillors F. Etherington, Y. Fernandes, K. Galloway-
Sealock, J. Gazzola, B. loannidis, Z. Janecki, S. Marsh, D. Schnider, and P. Singh.
Staff: J.Willmer, Chief Administrative Officer
D. Chapman, Deputy CAO, Finance &Corporate Services
M. May, Deputy CAO, Community Services
J. Miller, Executive Director, Office of the CAO
R. Hagey, Director, Financial Planning
J. Rehill, Fire Chief
H. Gross, Director, Engineering
M. Seiling, Director, Building
C. Fletcher, Director, Facilities Management
W. Malcolm, Director, Utilities
J. Readman, Director, Transportation Services
D. Murray, Director, Information Services &Technology
K. Kugler, Director, Enterprise
D. Locke, Interim Director, Operations
D. Ritz, Supervisor, Design & Development
S. DiDonato, Manager,Arts&Culture
S.Allen, Manager, Engineer Design &Approvals
P. McCormick, Manager, Parking Operations
C. Bluhm, Manager, Downtown Community Development
N. Gollan, Manager, Stormwater Utility
D. Livingstone, Committee Administrator
D. Saunderson, Committee Administrator
1. FCS-15-165-2016 CAPITAL BUDGET
The Committee considered Finance and Corporate Services Department report FCS-15-165,
dated November 3, 2015, and attached line-by-line listing of all projects in the Capital Forecast
by Department/Division.
GENERAL OVERVIEW
Mr. D. Chapman provided opening remarks, stating the objectives of the report are to
summarize the 2016 Capital Budget Forecast; describe the new investment priorities for the
2016 Capital Forecast; and, summarize significant changes from the 2015 Capital Forecast.
He indicated Council identifies capital priorities through a number of processes, including but
not limited to: the Strategic Plan; the Development Charges by-law; and various master plans.
He stated once the priorities are identified, staff propose a budget that best addresses these
priorities in light of limited resources. He noted highest priority has been given to projects
required to meet legislation, next priority has been given to the delivery of core services, and
last priority are projects that address community priorities and enhance quality of life, such as
investing in parks and trails.
Councillor S. Marsh entered the meeting at this time.
Mr. Chapman advised the 10-year Capital Forecast includes 463 different projects, with a
combined value of $1.2 billion. He indicated the Capital Forecast is balanced, both financially
and in priorities, noting there are identified funding sources for all projects included in the
forecast, with high priority projects scheduled to be completed first. He encouraged members
to consider the potential impacts adjustments in the 2016 Capital Forecast may have on future
budgets.
In response to questions, Mr. Chapman agreed to provide an Issue Paper on the City's
capacity to leverage funding from other levels of government and accommodate that funding
prior to Final Budget day.
BOARDS
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1. FCS-15-165-2016 CAPITAL BUDGET(CONT'D)
Centre in the Square (CITS)
Messrs. Bruce Gordon and Rob Sonoda and Ms. Deb Daub, Centre in the Square (CITS),
presented an overview of the Centres' budget request for 2016.
In response to questions, Mr. Chapman noted that a report was brought forward for
consideration at the November 16, 2015 Council meeting on the increased funding for CITS
and their requested increase was approved that date. He indicated that the Capital Budget
agenda was previously circulated and it was not able to be removed in its entirety from the
budget package.
Kitchener Public Library(KPL)
It was noted Ms. Mary Chevreau, KPL, was in attendance to respond to any questions related
to the Capital funding request for the KPL.
CAPITAL FUNDING SOURCES
Councillor P. Singh entered the meeting at this time.
Mayor B.Vrbanovic left the meeting at this time.
Mr. R. Hagey reviewed the funding sources for the Capital Forecast, advising funding in the
2016 Capital Forecast is $1.213, which is an increase of about $190M compared to the 2015
Capital Forecast. He noted the Enterprise funding has increased by approximately$175M,with
the majority of this increase arising from the Water, Sanitary, and Stormwater utilities which
fund the replacement of water & sewer infrastructure. He stated the Capital Pool is essentially
the same as last year, and noted the Capital Budget is balanced.
Questions were raised regarding the Department Requests in the Capital Pool and whether
those requests can be broken down by percentage. Mr. Hagey advised the department
requests are broken down by department then by project on Pages C-191 to C-206 of the
agenda package. He noted in future years staff could include a chart demonstrating those that
information broken down by percentage, adding he could circulate that information via email
for the 2016 Budget.
Mayor B.Vrbanovic re-entered the meeting at this time.
DEVELOPMENT CHARGES (DC)
Mr. Hagey presented an overview on Development Charges, noting the City undertook a
review of the Development Charges (DC) By-law in Spring of 2014. He noted, there were two
financial objectives in the 2014 DC By-law Update, which included ensuring cash flows were
balanced and maximizing the charges. He noted those two objectives were fully achieved and
have helped to establish clear Capital Project priorities, which means high priorities are fully
funded in the 2016 budget and low priorities are only partially funded or are not funded at all in
the 2016 budget. Mr. Hagey noted 2015 is the first full year of the new DC rates, and the
projected revenues were lower than forecasted. He indicated the variance is not large enough
to warrant action yet, but staff will be monitoring DC revenues and may need to discuss project
deferrals as part of the 2017 Budget. He then provided a summary of Engineering projects and
non-Engineering projects that were due to be funded in 2016 through DC.
DEBT
Mr. Hagey reviewed the City's overall debt in context of the 2016 Capital Budget and Forecast.
He advised trends of previous years remain, with the total debt load peaking in 2013 and then
decreasing as the Economic Development Investment Fund (EDIF) debt retired. He
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1. FCS-15-165-2016 CAPITAL BUDGET(CONT'D)
stated that debt charges as a percentage of the tax levy are higher than the 5%-10% target
and are anticipated to continue along that trend until 2020. He noted a spike in debt charges in
2022 which relates to the Kitchener Memorial Auditorium expansion debt, which will be
completely paid by the Kitchener Rangers Hockey Club. After 10 years, this debt will require a
payment from the Rangers, or be refinanced and continue to show as Enterprise debt on the
City's financial statements. He further advised with regard to debt per household, 2016 is the
first year the City will be within the moderate range of debt per household as defined by the
Province. Mr. Hagey stated the current debt to reserve ratio exceeds the target range;
however, as EDIF retires, the ratio is anticipated to come down to 1:1 by 2020.
The Committee recessed at 11:02 a.m. and reconvened at 11:12 a.m., Chaired by Councillor S.
Davey with all members present.
RESERVE FUNDS
Mr. Hagey highlighted the Reserve Fund Policy, indicating the policy includes such principles
as only using reserve funds for their intended purpose and maintaining positive balances in all
reserve funds. He reviewed the five categories as well as the status of each individual reserve
fund and their respective targets. He stated the total of all reserve funds are well below
minimum targets and have been depleted, leaving no opportunity to fund deficits from
Reserves in 2015. He noted Issue Paper Cap-01 (Reserve Continuity Schedule) has been
included in the agenda package which shows a summary of each of the reserves, including:
opening balances; projected revenues; projected expenses; projecting ending balances; and,
minimum/maximum target levels. He further advised the debt to reserve ratios at the end of
2016 reserve balances are projected to be just under 50% of the minimum balance and
members are encouraged to avoid using reserves to balance the budget.
Questions were raised regarding the $250,000. transfer from Tax Stabilization Reserve Fund
(TSRF) to the Centre in the Square (CITS) and whether it was noted in the agenda package.
Mr. Hagey advised the Reserve schedule would need to be updated to reflect that transfer,
and agreed to recirculate a revised schedule for Final Budget day.
In response to questions, Mr. Hagey agreed to provide a reserve continuity schedule, similar to
the format used in Issue Paper Cap-01, for the 2015 projected reserve balances.
CAPITAL FORECAST INFORMATION
Mr. Hagey provided an overview on how Capital Forecast information was compiled within the
Budget Package. In addition, he provided specific details outlining how Class estimates were
indicated within the Forecast for non-general provision projects in excess of$1 M.
MAJOR CHANGES SINCE PRIOR YEAR& ISSUE PAPERS
The Committee reviewed major changes from prior years as well as the Issue Papers put
forward as part of the 2016 Capital Budget, with particular regard to the existing Capital
balances.
The Committee recessed at 11:49 a.m. and reconvened at 1:00 p.m., Chaired by Councillor S. Davey
with all members present.
GENERALEXPENSE
The Committee considered the General Expenses Capital Forecast contained on page C-96 of
the 2016 Capital Budget package.
OFFICE OF THE CHIEF ADMINISTRATOR
The Committee considered the Office of the Chief Administrator Department Capital Forecast
contained on pages C-to C99 TO C-105 of 2016 Capital Budget package.
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1. FCS-15-165-2016 CAPITAL BUDGET(CONT'D)
Mr. H. Gross was in attendance to respond to questions regarding the types of projects
completed within the Environmental Remediation Capital Budget.
Councillor J. Gazzola requested clarification on the 2016 Capital Budget balance for the
Kitchener Market. In response, Mr. C. Bluhm agreed to provide information via email detailing
the expenses to complete the washroom renovations at the Kitchener Market.
FINANCE AND CORPORATE SERVICES
The Committee considered the Finance and Corporate Services Department Capital Forecast
contained on pages C-106 to C-110 of the 2016 Capital Budget package.
COMMUNITY SERVICES
The Committee considered the Community Services Department Capital Forecast contained
on pages C-111 to C-122 of the 2016 Capital Budget package.
Ms. C. Fletcher responded to questions regarding Issue Paper Cap-02 (Kiwanis Park Pool
Renovation), advising should the budget for the renovation not be approved, $800,000. would
be still be required to decommission, remove and dispose of the asphalt and infrastructure in a
proper manner.
INFRASTRUCTURE SERVICES
With regard to the $750,000. Capital Budget for Iron Horse Trail Improvements, Mr. D. Ritz
indicated the allocation was presented as Phase 1 of the Iron Horse Trail Master Plan Strategy
which received Council consideration in November 2015. In addition, he agreed to provide a
breakdown on the specific expenditures outlined in the Strategy prior to final budget
deliberations.
Mr. Ritz responded to questions regarding the South District Park Capital Budget allocation,
contained on page C-131 of the Capital Budget Package. He advised that the South District
Park Master Plan indicated $350,000. would be required for playground completion, and
$250,000. would be required for the splash pad; however, Phase I of the Park does not include
either amenity. Councillor K. Galloway-Sealock requested an Issue Paper regarding
information and funding options for inclusion of the playground and splash pad into Phase 1 for
South District Park.
Mr. D. Locke responded to questions regarding Issue Paper Cap-04 (Grand River Park)
wherein funding for the development of a Grand River Park is partially reassigned from the
2016 Major Sidewalk Repair budget in the amount of$160,000. and $250,000. from the 2016
Emerald Ash Borer program. He advised the current program could be completed with the
funding as allocated within the 2016 proposed budget for major sidewalk repair; however, if
additional repairs are directed, more funding would be required. Several members of the
Committee expressed concern that the impact reassignment of $160,000. from the sidewalk
repair program and directed staff to prepare a report with a comprehensive review of the
sidewalk repair program outside of 2016 budget deliberations.
The Committee considered Issue Paper Cap-10 (Emerald Ash Borer Update) highlighting the
summary and forecast of the Emerald Ash Borer program. Mr. D. Locke advised that the
original estimate in 2011 was $4.7M with an additional $2M for tree planting; however, it has
been determined through efficient tendering the entire program could be completed for$4.7M.
Councillor Y. Fernandes requested an Issue Paper with information regarding the impact of
redirecting $250,000. from Grand River Park to the tree planting program, as this funding
originally came from Emerald Ash Borer and should be diverted to support the tree canopy.
The Committee considered Issue Paper Cap-05 (Water Distribution System Improvements).
Mr. W. Malcolm responded to questions regarding the types of improvements that are required
to the Distribution system and the overall impact of the improvements. With regard to the
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1. FCS-15-165-2016 CAPITAL BUDGET(CONT'D)
balance within the Capital Forecast, staff agreed to provide the existing capital balances
schedule as at November 30, 2015 for the Water Utility.
The Committee recessed at 2:40 and reconvened at 2:45 p.m.with all members present.
Mr. H. Gross responded to questions regarding the Capital Road Reconstruction and
Resurfacing program, pages C-141 to C-165 of the 2016 Capital Budget Package. He advised
reconstruction on Regional Roads includes the cost of sidewalk installation paid by the Region
of Waterloo, with ongoing maintenance and replacement being the future responsibility of the
City of Kitchener. Mr. Gross indicated staff is currently in discussion with the Region of
Waterloo regarding cost apportioning projects on Regional Roads and agreed to keep Council
apprised. In addition, Mr. Gross agreed to follow up with Regional staff regarding the
$200,000. required for sidewalk replacement on Ottawa St. from Highway 7 to Lackner
Boulevard and whether the Region would provide funding.
Mr. J. Readman responded to questions regarding the Community Led Traffic Calming Capital
Budget and Forecast, noting the $10,000. allocation is consistent throughout the ten years of
the forecast.At the request of Councillor S. Marsh, staff agreed to provide information for 2017
budget deliberations with consideration to potentially increasing funding for Community Led
Traffic Calming.
Councillor Gazzola left the meeting at this time.
Mr. P. McCormick responded to questions regarding Issue Paper Cap-08 (Innovation District
Parking), advising the funding is earmarked for future parking solutions anticipated to be
needed in the downtown area. Mr. Chapman elaborated, stating the allocation in the Capital
Forecast provides for inclusion in future Development Charge studies.
At the request of Councillor Fernandes, the Committee was in receipt this date of a schedule
for Recreation Land Reserve Fund detailing the projected balance for the years of 2015 to
2025. Mr. Hagey explained the target level for the reserve fund is $5M, noting the ending
balances each year include projected building permit revenue of $750,000. With regard to a
potential transfer to fund other parks, he stated the maximum transferable allocation is
$500,000.; however, he emphasized that the available amounts are assuming $750,000. of
revenue.
With regard to future Budget packages, the Committee requested that any Capital Line items
with outstanding balances be annotated with expenditures and anticipated completion date.
RESOLUTION
On motion by Councillor K. Galloway-Sealock-
it was resolved:
"That staff be directed to report and /or take appropriate action on the following matters
arising from the November 30, 2015 special Finance and Corporate Services
Committee meeting relative to the 2016 Capital Budget, as outlined in the chart below:
Division Topic Action
Provide an Issue Paper on the City's capacity
Funding Options to leverage Federal funding if there was some
new funding program announced as part of
FINANCIAL the next Federal Budget.
PLANNING Provide an updated reserve schedule for Tax
Tax Stabilization Stabilization Reserve Fund (TSRF) based on
Reserve Fund $250,000 transfer for Centre in the Square in
2016.
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Division ' 'T6pic � Aetoh
Provide a reserve continuity schedule for
FINANCIAL Reserves 2015 with projected reserve balances,
PLANNING similar to what is outlined in Issue Paper
(CONT'D) Cap-01 Reserve Continuity Schedule).
Capital Closeouts Provide the listing of 2015 tax supported
capital closeouts.
Provide project-specific details related to
Trails the $750,000 allocation for the Iron Horse
Trail Improvements.
Provide an Issue Paper related to the
Parks possible inclusion of the playground and
splash pad into Phase 1 for South District
Park.
OPERATIONS Prepare a staff report, does not need to be
Sidewalks through the 2016 budget process,
providing a comprehensive review of the
sidewalk repair program.
Provide an Issue Paper outlining the
Parks/Trees impact of redirecting $250,000 from Grand
River Park to the tree planting program to
support the tree canopy.
Provide a schedule of the existing capital
WATER Capital Balances balances for the Water Utility, as of
November 30, 2015.
Report back to Council if the Region of
Waterloo agrees to fund the Sidewalk
replacement on Ottawa Street from
Highway 7 to Lackner Boulevard, which
ENGINEERING Sidewalks has a budget of$200,000.
Additionally, provide an update on
discussions regarding Regional funding for
sidewalk maintenance and replacement on
Regional Roads.
TRANSPORTATION Provide information in 2017 regarding the
SERVICES Transportation potential increase of Community Led
Traffic Calming funding.
2. ADJOURNMENT
On motion, this meeting adjourned at 3:43 p.m.
D. Livingstone D. Saunderson
Committee Administrator Committee Administrator