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2024-02-13 Council FIN MinutesFINANCE COMMITTEE MEETING February 13, 2024 Elected Officials Present Staff Present Councilmember Will Chen (Chair) Dave Turley, Administrative Services Director Councilmember Jenna Nand Kim Dunscombe, Deputy Admin. Serv. Director Council President Vivian Olson (ex-officio) Angie Feser, Parks, Rec. & Human Serv. Dir. Councilmember Susan Paine Shannon Burley, Deputy Parks, Rec. & Human Serv. Councilmember Michelle Dotsch Dir. Jeff Taraday, City Attorney Brian Tuley, Information Services Scott Passey, City Clerk CALL TO ORDER The Edmonds City Council Finance Committee meeting was called to order virtually and in the City Council Conference Room, 121 — 51" Avenue North, Edmonds, at 5:30 p.m. by Councilmember Chen. 2. COMMITTEE BUSINESS 1. Committee Updates • OpenGov and ERP update Mr. Turley provided an update regarding OpenGov, explaining after further review, it is a budget reporting tool, not a budget creation tool and not something that can be used to build a biennial budget. Once the budget is adopted, information from the adopted budget will be input into OpenGov, which will take one person 6-8 weeks of full-time work. The position intended to do that work is currently vacant and subject to the hiring freeze. Mr. Tuley provided an update on the ERP, explaining the City has been using an accounting management software, Eden, produced by Tyler Technology, for approximately 20 years. Tyler Technology notified the City that product will be at end of life and support no longer provided effective March 1, 2027. Research found a several municipalities in Washington use another Tyler Technology product, Munis, the direct successor to Eden. Two agreements with Tyler Technology are under review, the software service agreement and statement of work for the project. The current cost of Eden is $103,000/year for annual maintenance; the annual maintenance on Munis is $200,000/year. The estimated implementation cost for Munis is $474,000 distributed over the 24-36 month implementation period. As several City functions utilize the ERP, the cost will be spread over multiple funds, not just the General Fund. Tyler Technology is the largest provider of municipal based accounting software in the state; their price is probably competitive and less expensive than the competitors. Next steps are reviewing the terms of the agreements, developing a calendar, and legal review and then presentation to the Finance Committee. Questions and discussion followed regarding the initial process that began in 2021, consultant originally hired to walk the City through the process, staffing efficiencies, providing transparency for engaged citizenry to avoid public records requests, comparative analysis with other cities regarding transparency, funds included in the budget for Munis implementation, and whether Tyler Technology will help implement the Munis ERP. 02/13/24 Finance Committee Minutes, Committee recommendation: Information 2. Opioid Funding Ms. Dunscombe explained this discussion is not about how to spend money, but what to expect. She reviewed: • Washington State Lawsuits on Opioid Epidemic ■ Legal actions were initiated to hold accountable the individuals responsible for the opioid epidemic and Washington State participated in the legal proceedings. ■ Edmonds joined via an MOU which ensures eligibility to receive settlement funds from the lawsuits • What This Means to our Community o According to the state's latest calculation, the City will receive $1,510,717 over 17 years o Total cash received as of January 1, 2024: $74,119 o Spending must be consistent with the state's plan and/or we can work with other local municipalities and pool funds for a larger impact. • Snohomish County and Cities Snohomish County 6.9054415622% $34;103,904.24 Arlington 0.2620524080% $1,294,198 23 Bothell— 0.2654558588% $1,311.006.85 Edmonds 0.3058936009% $1.510.716.73 Everett 1.9258363241% $9,511,127.85 Lake Stevens 0.1385202891% $684,11015 (Lynnwood 0.7704629214% $3,805.085.23 Marysville 0.3945067827% $1,948,350 65 Mill Creek 0.1227939546% $606.442.50 Monroe 0.1771621898% $874.950.91 Mountlake Terrace 0.2108035805% $1,041.540.13 Mukilteo 0.2561790702% $1,265,19157 Snohomish 0.0861097964% $425.270.45 Snohomish County total 11.8213083387% $58,381,895 49 Questions and discussion followed regarding a deputy fire chief's suggestion to use the funds to distribute Narcan to people receiving CPR training, partnering with neighboring jurisdictions when reacting to a regional issue, demonstration in the use of Narcan provided to Poulsbo and Bainbridge Island city councils, using funds to pay for services for people in jail suffering from addiction, and whether Snohomish County will set up Suboxone clinics. Committee recommendation: Information 3. 2024 February Budget Amendment Mr. Turley explained these amendments were previous called carryforward amendments which affected the beginning fund balance; however, this year these budget amendments will be recorded the same as other budget amendments and will not affect the beginning fund balance. He explained the amendments do not affect the General Fund; if approved, the amendments would increase budgeted revenue by $996,000; increase proposed expenditures by $4,622,000 and affect the ending fund balance by $3.7 million. The amendments are almost entirely utilities and street funds as well as REET because most of the amendments are related to projects in process last year that were not closed out by year end. He reviewed the amendments: • Highway 99 Revitalization Project Stage 2 • Citywide Bicycle Improvement Project • 2023 Traffic Signal Upgrades 0 2023 Pavement Preservation Program 02/13/24 Finance Committee Minutes, Page 3 • Citywide Lighting Study • 2023 Traffic Calming Program • Elm Way Walkway Mathay Ballinger Park Improvements • Civic Park Completion and Closeout • Civic Park Bond Payments & Interest — fund with REET instead of Parks Capital Construction Fund Yost & Seaview Reservoir Repairs and Upgrades • Phase 14 Waterline Replacement Project • Phase 7 Sewer Replacement Project Closeout • Phase 10 Sewer Replacement Project Closeout • Phase 11 Sewer Replacement Project Closeout • Citywide CIPP Sewer Rehabilitation Project Phase 3 • Main St. Overlay from 6th Ave. to 8th Ave $ • Lower Perrinville Creek Restoration • Stormwater Comprehensive Plan Update • Phase 4 Storm Rehabilitation Project • 7317 Lake Ballinger Way Property Purchase & Demolition • Edmonds Marsh Water Quality Improvements Phase 2 • Cemetery Excavator • Propane Conversions • Fleet Vehicle Replacements Questions and discussion followed regarding whether park impact fees could have a geographic correlation, grant for 7317 Lake Ballinger Way property purchase and demolition, whether carryover amendments could be reduced by working with departments in November to true up projects before finalizing the budget, biennial budget reducing the need for carryover, proposed loan from the utility fund, proposed transfer from building maintenance fund to General Fund, why one year's ending balance does not equate to the next year's beginning balance, why beginning fund balance was changed in August, the public's interest in transparency of the City's financials, how Mike Bailey's anticipated recommendation regarding more detailed reports will be implemented, whether to amend the beginning fund balance to reflect the budget amendments, Mr. Bailey's recommendation not to amend the General Fund now, and concern with historical revisions to the beginning fund balance. Committee recommendation: Full council (5 minutes) 4. Preliminary December 2023 Quarterly Financial Report Mr. Turley highlighted: • REET revenues are down $1.2 million compared to 2022 which reflects development and home sales slowing due to high interest rates • Sales tax revenue is up $357,000 compared to 2022 • Development services revenues is up $369,000 compared to 2022 • Parks and recreation program fees are up $200,000 compared to 2022 • Total interest earnings up $592,000 compared to 2022 Questions and discussion followed regarding clarifying the council's expectation regarding monthly and quarterly reports, monthly versus quarterly revenue and expenditure reports, difference between municipal and public sector finances, notification when approaching use of contingency fund reserves, inventory of capital assets, waiting for the recommendations from Mr. Bailey and the Blue Ribbon Panel, fiduciary duty to maintain public assets, utilization of restricted fund balance in 2023, generating 02/13/24 Finance Committee Minutes, Page 4 additional revenue by shifting investments from the Snohomish County investment pool to WA state investment pool, and the philosophy behind the City's investment policy. Committee recommendation: Received for Filing 5. Ordinance Establishing Authorized Employee Positions and Pay Ranges Mr. Taraday explained at the end of 2023, the council adopted Ordinance 4336 establishing authorized employee positions which expressly stated that the authority to hire seasonal employees shall be provided by separate council action. Regular employees are eligible for benefits; irregular employees are not. While preparing the list of seasonal employees (Attachment B: Full-time and Part-time Irregular Employees), the administration discovered parks maintenance worker and preschool assistant were benefit eligible positions and needed to be included on Attachment A (Full-time and Part-time Regular Employees. He advised there were a few hiccups creating Attachment B; therefore Exhibit B in the packet (total of 10.67 FTE) is not what the administration is requesting council adopt (total 11.8 FTE). He reviewed: Changes to Attachment A o Add 5.0 FTE parks maintenance worker seasonal o Add 0.5 FTE preschool assistant Changes to Attachment B o Delete 5.0 FTE parks maintenance worker seasonal (moved to Attachment A) o Delete of 0.5 FTE preschool assistant (moved to Attachment A) o Delete duplicate facility attendant o Added 3.0 FTE seasonal street department o Added 0 FTE to approved classifications not being used (temporary office worker, intern, temporary project specialist) o Increase pro tern judge from 0.1 to 0.5 Mr. Taraday summarized all the numbers on the revised Attachment B are reflected in the 2024 budget with the exception of the pro tern judge. Questions and discussion followed regarding why this is being presented by the city attorney instead of HR; intent of the ordinance to set the maximum allowable hiring authority, not the number of employees employed; and requirement to amend Attachment B if the City hires interns as Attachment B indicates 0. Committee recommendation: Consent agenda with updated Attachment B 3. ADJOURNMENT The meeting was adjourned at 7:33 pm. SCOTT PASS Ey; CLERK