Governance & Services Committee Meeting. February 25, 2016

Transcription

1 Governance & Services Committee Meeting February 25, 2016

2 Presentation / Overview Budget Memo Review & Questions Public Input

3 2015 Total Tax per House. Avg House Value $499, House Value Feb 25 Draft Total Tax per House Change per Avg House over 2015 Kelowna $ $537,000 $ $ % Peachland ,000 $ $ (11.23) -5.39% Lake Country ,000 $ $ (5.10) -2.54% West Kelowna ,000 $ $ (1.58) -0.82% C. O. West ,000 $ $ % C. O. East ,000 $ $ %

4 BCAA 2015 Average 2016 BCAA Residential Regional Regional Market Average 2016 Area: Average Change % by Area Rounded to: Land & Improvements: RDCO Average 499, % 533, ,000 BCAA Market Change % City of Kelowna 499, % 537, ,000 District of Peachland 499, % 516, ,000 District of Lake Country 499, % 523, ,000 District of West Kelowna 499, % 528, ,000 EA Central Okanagan West 499, % 512, ,000 EA Central Okanagan East 499, % 535, ,000 Electoral Area Only Average 499, % 523, ,000

5 Discussion Working Document Changes March 10 th G&S Meeting, with further opportunity for public input Public Meeting and Final Adoption of Financial Plan March 31 st Board Meeting

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7 General Capital: $ 6,344,089 Water Capital: 4,199,966 Sewer Capital: 939,110 $11,483,165

8 TCA Inventory & Valuations CS Focus on WWTP & Water Systems : User Rates, Asset Renewal Continue to increase and build reserves 5 Year Financial Planning Fire Department 20 Year Capital Needs Education & Awareness

9 Fleet & Facilities Manager Hired Parks Planning and Assessments Condition Facilities Assessment Continue to increase and build reserves CS continue moving to next stages - updating plans and propose revisions to asset renewal requirements as necessary Maintenance Management Support (i.e. software) Fleet Review Education & Awareness & Greater Acceptance Ongoing Capital Improvement & Replacement Work & Plans

10 Parks Development & Maintenance CS continue moving to next stages - updating plans and propose revisions to asset renewal requirements as necessary Fleet & Facilities Recommendations Continue Parks Development of Land Acquisitions Maintenance Management Support Ongoing Capital Improvement & Replacement Work & Plans Continue to increase and build reserves Education & Awareness & Greater Acceptance

11 REGIONAL DISTRICT OF CENTRAL OKANAGAN FTE'S BY DEPARTMENT 2015 Diff 2016 Community Services Eng & Utilities Waste Management Inspections Planning Policing Services Fire & Protective Services Fleet Parks Services Parks Finance & Admin Finance Corporate Services: Administration (0.700) Human Resources Information Systems Bylaw Enforcement EDC TOTAL

12 Change Administrative: Full Service 14.7% 14.7% 0% Partial Service 9.8% 9.8% 0% Minimal Service 4.9% 4.90% 0% Engineering 4.0% 4.2% 0.2%

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14 Comparative Administrative Overhead Rates: City of West Kelowna 18.20% District of Peachland 15% City of Kelowna Varied: 10% - 15% District of Lake Country 10% PLUS they tax for general administrative costs RDCO: 2016 Administrative: Full Service 14.7% Partial Service 9.8% Minimal Service 4.90% Engineering 4.2%

15 Tax Requisitions Other Revenues Grants Municipal Debt Repayments

16 Regional Districts do not collect taxes directly. Tax requisitions are collected by the Municipalities and Provincial Surveyor of Taxes and Remitted to the RD in August.

17 All services are separate Cannot combine or inter-mingle Surpluses or deficits Reserves Revenues or Expenses Each service is paid for by different combinations of taxpayers.

18 Regional Districts differ from Municipalities: RD s do not have just one tax rate.

19 Stay with that service only. In 2016, proposing to set aside $432,881 of surpluses into Operating Reserves in 18 services. (see Schedule A in the G&S report in the agenda package).

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22 Calculation of the tax rates and impacts on an average home, by area (additional detail on pg. 1) A List of Local Service Area Tax rates (Pg. 10) These only relate to the Electoral Areas These amounts would be added on top of the general tax area amounts, if applicable to a property.

23 Tax Requisition Comparison for 2016 to 2015 for each member area (pages 11 17). Note: an increase to the requisition may be caused by a shift in assessments by area.

24 C.O. West C.O. East 2015 Assessed Value $499,000 $499,000 Requisition Split for $1,000 $500 $ BCAA Market Value +2.7% +7.39% Change 2016 Assessed Value $512,000 $536,000 Requisition Split for same $489 $511 $1,000 Change (-$11) +$11

25 The 2016 budget sheets (Tab 8) contain information about: 2015 Budget 2015 Actual Expenditures 2016 Budgets, by service, for: General/ Operating, Requisitions, Tax Rates, & FTE s, Surplus/Deficit carried forward Capital Budget (if applicable) Reserves Comparative Increase / Decrease amounts over the prior year budget.

26 Notes explaining the budget changes from year to year at the bottom of each sheet.

27 The 5 Year Plan Sheets: Projected 5 year budgets for each service: operating and capital projected tax rates reserve balances. Objectives: Alert Board to known future changes. Planning how much to set aside each year for reserves to reduce the need for financing for future capital purchases reduces costs for taxpayers in the long run.

28 City of Kelowna: Total Tax Req. $11,295,650 $11,153,169 Increase: $142,481

29 Peachland: Total Tax Req. $518,922 $525,717 Decrease: (-$6,796)

30 Lake Country: Total Tax Req. $1,194,483 $1,163,475 Increase: $31,009

31 West Kelowna: Total Tax Req. $2,785,484 $2,779,467 Increase: $6,016

32 EA CO West: Total Tax Req. $1,102,897 $903,223 Increase: $199,674 Note: 2014 Requisition: $1,103, Decrease ($199,820).

33 EA CO East: Total Tax Req. $768,707 $709,855 Increase: $58,852 Note: 2014 Requisition: $826, Decrease ($116,638).

34 Westbank First Nation: Total Service Agmt $600,271 $556,148 Increase: $44,123

35 For the municipalities, Is the range of $176 (Kelowna) - $197 (Peachland) a reasonable cost for an average home for the RDCO Services? (i.e. 911, Regional Rescue, Regional Parks, Dog Control, EDC, OBWB, SIR, Regional Planning, and other services)

36 List of RDCO Programs by Department Tab 5 1st Page Corporate Services Community Services Administration Engineering Services Human Resources Information Services Engineering Electoral Areas Only Mosquito Control Westside Regional Office Scotty Heights Street Lights Central Okanagan East Electoral Area Effluent / Water Disposal Site Transportation Demand Management Vehicle Operations Ellison Transit Services Air Quality Monitoring Water Systems Sterile Insect Release Program Killiney Beach Water System Falcon Ridge Water System Board Sunset Ranch Water System Regional District Board Trepanier Bench Water System SubProgram: Communications Westshore Water System Regional Grants in Aid Upper Fintry / Shalal Water System Grants in Aid - Area Westside Grants in Aid - Central Okanagan East Sewer Systems Starling Control Westside Sewer System & Treatment Plant Ellison Sewer System Bylaw Services Dog Control Solid Waste Management Prohibited Animal Control Westside Residential Waste Disposal & Recycling Centre Noise Abatement Westside Sanitary Landfill / Transfer Station Untidy Premises Solid Waste Management & Recyle Program Insect Control Solid Waste Collection Weed Control Planning Services Parks Services Regional Planning Ellison Heritage Community Centre Electoral Area Planning Joe Rich Community Hall Killiney Community Hall Fire & Protective Services Regional Parks Westside Community Parks Electoral Area Fire Prevention Eastside Community Parks Lakeshore Road Fire Protection Ellison Volunteer Fire Department Finance & Administrative Services Joe Rich Volunteer Fire Department Finance North Westside Rd. Volunteer Fire Dept Wilson's Landing Volunteer Fire Dept. Fiscal Services June Springs Fire Protection Upper Ellison Fire Protection Boundary Extension (Debt) Brent Road Fire Protection Ridgeview Fire (Debt) Regional Rescue Service Wilson's Landing Boundary Extension (Debt) Shelter Cover Boundary Extension (Debt) Inspection Services Lakeshore Road Improvements Business Licenses Okanagan Basin Water Board Building Inspection & General Bylaw Enforcement Westside Recreation Services Transfer (DWK) 125--Johnson Bentley Memorial Aquatic Centre (DWK) Police Services Winfield Recreation Centre Emergency Number Okanagan Regional Library Crime Stoppers Okanagan Regional Library - Admin Building Victims Services Fiscal - Member Municipal Regional Crime Prevention & Alarm Control 407--East Boundary Rd Truck Sewer 428--Lakeview Truck Sewer EDC DCC -- Development Cost Charges Economic Development Commission

37 March: March 10 th Present revised changes per today s meeting. Recalculation of Budget & 5 Year Plan with G&S Committee recommended changes. Formal Public Consultation. March 31 st Formal Public Consultation and Final Board adoption of 5 Year Plan in the form of a Bylaw. April: Final calculation and requisition submission based on Final Adoption and BCAA Revised Roll. April 10 th deadline.

38 Go through memo & budget pages.