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HomeMy WebLinkAbout2015_03_17 CC PKTCity Council City of Brookings Meeting Agenda Brookings City Council Brookings City & County Government Center 520 3rd St., Suite 230 Brookings, SD 57006 Phone: (605) 692-6281 Fax: (605) 692-6907 Community Room5:00 PMTuesday, March 17, 2015 Study Session The City of Brookings is committed to providing a high quality of life for its citizens and fostering a diverse economic base through innovative thinking, strategic planning, and proactive, fiscally responsible municipal management. 5:00 PM STUDY SESSION 1. Call to Order / Pledge of Allegiance. 2. Record of Council Attendance. 3.ID 2015-0179 Discussion and possible action on the Master Drainage Plan Priority List. 2015 Prioritized ListAttachments: - Council Questions / Discussion - Item to return to Council for consideration or adoption at later date - Estimated time - 30 minutes 4.ID 2015-0168 Annual Governance & Ends Policy Review. Gov & Ends Policy 2014_04_15Attachments: - Council Questions / Discussion - Item to return to Council for consideration or adoption at later date - Estimated time - 30 minutes 5.ID 2015-0176 City Council Ex-Officio Reports. 6.ID 2015-0177 Identify topics for future study session (motion required). 7. Adjourn. Brookings City Council: Tim Reed, Mayor, Keith Corbett, Deputy Mayor & Council Member Council Members Tom Bezdichek, Jael Thorpe, John Kubal, Dan Hansen, Ope Niemeyer Page 1 City of Brookings March 17, 2015City Council Meeting Agenda Council Staff: Jeffrey W. Weldon, City Manager Steven Britzman, City Attorney Shari Thornes, City Clerk View the City Council Meeting Live on the City Government Access Channel 9. Rebroadcast Schedule: Wednesday 1:00pm/Thursday 7:00pm/Friday 9:00pm/Saturday 1:00pm The complete City Council agenda packet is available on the city website: www.cityofbrookings.org Assisted Listening Systems (ALS) are available upon request. Please contact Shari Thornes, Brookings City Clerk, at (605)692-6281 or sthornes@cityofbrookings.org. If you require additional assistance, alternative formats, and/or accessible locations consistent with the Americans with Disabilities Act, please contact Shari Thornes, City ADA Coordinator, at (605)692-6281 at least three working days prior to the meeting. Engage Brookings is an online tool where citizens can engage, communicate and collaborate with community decision makers and other residents. Where these ideas overlap is the future of Brookings. www.engagebrookings.org Page 2 City of Brookings City of Brookings Staff Report Brookings City & County Government Center, 520 Third Street Brookings, SD 57006 (605) 692-6281 phone (605) 692-6907 fax File #:ID 2015-0179,Version:1 Discussion and possible action on the Master Drainage Plan Priority List. Summary: The City Engineering staff will present the updated Master Drainage Plan Priority List and facilitate discussion. Background: The City of Brookings adopted the City of Brookings Master Drainage Plan (MDP) in 2008. The Master Drainage Plan included 12 specific study areas, 34 subwatershed areas, hydrological SWMM model data, and cost estimates for the projects. The MDP Plan serves two purposes: 1.Identifying improvements for existing drainage conditions throughout the City of Brookings and future growth areas; and 2.Providing supplemental SWMM model data which may be used by consultants for drainage analysis of existing and future developments. The City Council held discussions and gathered public input regarding the 12 specific study areas. Each area was analyzed for its adequacy to accommodate both a 5 year and 100 year storm event. Improvements for each of the 12 areas were recommended as well as an approximate cost of each improvement. After the City Council adopted the MDP, discussions were held to prioritize the order of the projects. Input was gathered local from residents, developers, and consultants and a “Project Ranking System” was adopted by the City Council to use as a tool to prioritize and rank the drainage projects. The first prioritized list of projects was adopted in 2009. Since many of the drainage improvement projects are naturally interrelated, it was the intent to continue to reprioritize the list as projects are completed. The first project was completed in 2009 at Garden Square on 8 th Street. Due to the high costs of certain projects, it was decided that if a project could feasibly be broken up and “phased” into smaller projects, this would provide the most amount of benefit to the whole City in a shorter timeframe. These ‘phased’ projects were reintroduced into the prioritization formula as separate projects. By doing so, it allowed a wider coverage, versus focusing drainage funds on one specific area at a time. The projects completed to date are: ·Garden Square Drainage Improvement ·Southland Lane/17th Avenue Phase 1 (detention pond) ·Pheasant Nest Phase 1 (detention pond) ·Camelot Drainage Improvement Phase 1 (piping in Christine Ave) ·20th Street South and Medary Avenue Phase 1 (North Nelson Detention Pond) ·20th Street South and Medary Avenue Phase 2 (additional pipe under 20th St S.) ·Division Avenue Phase 1 (2nd Street South detention pond) ·6th Street Drainage Improvement Corridor Phase 1 (Main Ave to Western Ave) The 12 projects originally identified in the MDP were selected based on citizen input prior to 2008. City of Brookings Printed on 3/11/2015Page 1 of 3 powered by Legistar™ File #:ID 2015-0179,Version:1 This was never intended to be a limit; but rather, new projects can be added to the list as new problem areas are discovered. In 2012, the City Council approved the latest prioritization list. This list consisted of many of the previous projects broken up into phases, with the addition of a new detention pond project in the SDSU watershed. The completed projects were removed from the list. Neighborhood Projects In addition to the Master Drainage Plan projects, the City has also worked on smaller drainage improvement projects known as “Neighborhood Projects”. These projects focused on areas of concern that were smaller in scope than the intent of the MDP, and they are generally selected based on citizen input and observations. The following neighborhood projects have been completed or are under construction: ·15th Street South, from 17th Avenue South to the east: Storm sewer inlets and pipe ·Copper Mountain Circle: Storm sewer inlet and pipe ·Rotary Park Drainage Improvement Project: detention pond, grading & landscaping ·Minnesota Drive and 22nd Avenue: Storm sewer inlet and pipe ·Minnesota Drive and State Street area: Storm sewer inlets and pipe ·Derdall Drive, east of 17th Avenue South: Storm sewer inlets, pipe and valley gutter to the tracks Storm Drainage Fund Cash Flow The Storm Drainage Fund has paid for all of the drainage projects. The neighborhood and smaller projects have been paid out of the fund balance. The larger projects have received SRF loans through DENR which have been at 3% interest over 20 years. The current annual loan payments are approximately $100,760 in principal and $94,300 in interest. The advantage of constructing only one large project per year is we can manage the project payments and budgeting. In addition, DENR requires a detailed cash flow analysis with reserve funds for SRF loan applications, which is easier to predict when the large projects are spread out. Project Ranking System: The ranking of the projects is based on a series of different criteria which are applied to a formula. The criteria are as follows: ·Potential Environmental Impact ·Number of Buildings Affected ·Occupant Evacuation ·Property Damage ·Traffic Impact ·Location in Basin ·Cost Versus Budget ·Reduced Maintenance Issues ·Infrastructure Age ·Citizen Safety Each criterion has a certain “weighting factor” assigned to it related to the importance of the specific criterion. For instance, “Citizen Safety” has a very high weight factor. These weighting factors were approved by the Council in 2009. In order to maintain consistency each time the projects are reprioritized, these weight factors never change. For each project on the list, a rating of 0 to 5 is City of Brookings Printed on 3/11/2015Page 2 of 3 powered by Legistar™ File #:ID 2015-0179,Version:1 assigned in each category above. The rating is multiplied by the weight factor. Then the weighted ratings are summed up to produce a total score for each project. It was the City’s intent to reprioritize the project list approximately every three years because, in addition to new projects, the completion of other projects can affect the score of the remaining projects. For example, construction of a detention pond in one part of a drainage basin could reduce peak storm flows into another drainage basin; thereby reducing the urgency of storm sewer improvements downstream. City Engineering staff has examined each of the completed projects and their effects in their respective watersheds. The Latest Prioritization List: The 2015 MDP project list includes all previously uncompleted projects; plus two new projects. The new projects are: 1.5th Avenue Downtown Drainage Improvement Project - this project diverts part of the watershed, which is tributary to downtown, into the 6th Street storm sewer system via 5th Avenue (versus Main Ave). The City partnered with the DOT in 2013 to install larger storm sewer in 6th Street which is designed to accommodate this project. This is a 2 phase project, however overall completion is not possible until the DOT reconstructs 6th Street from Main Ave to Medary Ave. Therefore, it is time dependent. 2.State Avenue Drainage Improvement project - this is an extension of the SDSU watershed, which includes the Walmart area, Village Square, Faculty Drive, Fraternity Row, State Avenue, and Jefferson Avenue. It will be designed to relieve some of the flooding in the Jefferson, State, and 20th Avenue areas, as well as Faculty Drive. The project involves installation of new storm sewer in many areas, as well as upsizing of existing storm sewer. This project was broken up into 5 phases. The current project ranking list is attached. Jackie Lanning, City Engineer and Thad Drietz, Assistant City Engineer will be available to facilitate the discussion regarding the updated ranking chart development. Fiscal Impact: The projects will be budgeted using Storm Drainage Funds. Recommendation: Recommend approval of the priority list. Attachments: Master Drainage Plan Priority List City of Brookings Printed on 3/11/2015Page 3 of 3 powered by Legistar™ Ranking Results 5yr Storm 100yr Storm Rank Project Score Cost Cost 1 5th Ave Drainage Improvement Ph-1 (4th St to 6th St)22.90 $900,000 n/a 2 LeFevre Drive 22.50 $240,000 $330,000 3 6th Ave Viaduct Flood Warning System (inlet reconstruction)20.90 $120,000 n/a 4 State Ave Watershed Improvement Ph-2 (8th St & 20th Ave piping)20.70 $570,000 $870,000 5 State Ave Watershed Improvement Ph-1 (Jefferson piping)20.10 $750,000 n/a 6 Camelot Ph-2 (Parkway Blvd)19.40 $1,100,000 $2,600,000 7 State Ave Watershed Improvement Ph-3 (Faculty Dr piping)18.50 $813,000 n/a 8 Medary Ave & Intersections of 1st St and 2nd St - Watershed Improvement 18.20 $8,000,000 n/a 9 State Ave Watershed Improvement Ph-4 (Village Square-Brickwood Plaza)17.70 $3,880,000 $5,510,000 10 Division Ave Ph-2 (Western Ave detention, channel improvements)17.60 n/a $850,000 11 17th Ave S and Pebble Beach Dr (downstream)17.50 $480,000 $1,200,000 12 Camelot Ph-3 (Hammond & Horner)17.40 completed w/ Ph-1 $3,100,000 13 Medary Avenue & 20th Street South (Phase 3 - boxes, detention, county)16.30 completed w/ Ph-2 $7,000,000 14 17th Ave S and Sawgrass Dr (Southland Ph-2 piping south)16.00 completed w/ Ph-1 $1,400,000 15 State Ave Watershed Improvement Ph-5 (Olwein piping)15.80 $160,000 n/a 16 SDSU Regional Detention Pond 15.30 n/a $750,000 17 West 20th Street South (with street project)14.60 $2,500,000 $2,900,000 18 5th Ave Drainage Improvement Ph-2 (Viaduct to 4th St)14.30 $1,400,000 n/a 19 Southland Lane & 12th Street South (Ph-3 piping north)13.90 completed w/ Ph-1 $1,250,000 20 15th St S & 7th Ave (Pheasants Nest Ph-2 ditch/piping w/street project)12.60 $2,243,431 $4,962,629 City of Brookings Staff Report Brookings City & County Government Center, 520 Third Street Brookings, SD 57006 (605) 692-6281 phone (605) 692-6907 fax File #:ID 2015-0168,Version:1 Annual Governance & Ends Policy Review. Summary: Annual review mandated by G&E Policy 1.7. City of Brookings Policy 1, Governance Process Defining the purpose of the City Council, City Manager, and all City Employees: 1.7 Governance Process, Review and Update of Policies The Council will review all policies (including Governance, Council-Staff Linkage, Ends, and Executive Limitations) during the first quarter of each year, although the Council may also review and update any policy at any time deemed prudent and necessary by the Council. The Council expects immediate adjustment by the City Manager to any policy change instituted by the Council. Attachments: Governance & Ends Policy City of Brookings Printed on 3/11/2015Page 1 of 1 powered by Legistar™ City of Brookings Governance & Ends Policies Adopted: December 11, 2000 Amended: April 15, 2014 Amended: 04/15/2014 1 City of Brookings Governance and Ends Policies This document, established by the Brookings City Council, defines, protects, and prioritizes the workings of City Government. It is the ongoing hope of the Brookings City Council to lead the Citizens of Brookings in an ethical and prudent manner, in the best interests of the citizens, looking to the future rather than the past, as provided in the Mission Statement: The City of Brookings is committed to providing a high quality of life for its citizens, and fostering a diverse economic base, through innovative thinking, strategic planning, and proactive, fiscally responsible municipal management. Table of Contents: Governance Policies Defining the Purpose of the City Council, City Manager, and all City Employees 1. Governance Process 1.1 Ownership of the Council 1.2 Council Role 1.3 Council Style and Vision 1.4 Council Action 1.5 Council Code of Conduct 1.6 Citizen Advisory Boards 1.7 Review and Update of Policies 2. Council-Staff Linkage 2.1 City Manager Role 2.2 Delegation to the City Manager 2.3 Monitoring Executive Performance Ends Policies Establishing what is to be done, for whom, at what cost, and Executive Limitations to define unacceptable means 1. Financial Stability 2. Municipal Services 3. Business Models 4. Economic Development 5. Employee Training and Development 6. Intergovernmental Cooperation and Relations Appendix A: City Council Code of Ethics Appendix B: Volunteer Code of Ethics Amended: 04/15/2014 2 City of Brookings Policy 1, Governance Process Defining the purpose of the City Council, City Manager, and all City Employees: 1.1 Governance Process, Ownership of the Council: Key Performance Area Governance Process is considered a key performance area by the Brookings City Council, and appears in the Mission Statement as “municipal management.” The Brookings City Council shall answer to, and take into consideration the best interests of, all residents of the City of Brookings, both vocal and silent citizens, with respect paid to all residents, regardless of their economic status. Since the City is “owned” by the Citizens, the Council’s thinking shall be influenced by this ownership. Secondarily, the City Council shall consider the needs of any person who regularly shops in, uses facilities of, or accesses services from the City of Brookings. 1. The Council represents the Citizens. Therefore, it shall educate itself regarding the values held by the persons it represents and shall act always under the influence of those values. The Council’s education may be facilitated by (a) formal and informal Citizen opinions; (b) formal and informal focus groups to explore specific issues; (c) considering input by citizen volunteers who participate on advisory boards, committees and commissions; (d) monitoring the demand and utilization of services; (e) discussions with representatives from other governmental and educational bodies; and (f) reviewing reports and citizen responses in the media. 2. The Council shall report periodically to the Citizens on its stewardship. At least once per year, the Mayor shall give an accounting of the City’s financial resources and the extent to which these funds have been translated into services, in the State of the City message. 1.2 Governance Process, Council Role The role of the Council, on behalf of the Citizens of Brookings, is to assure that the City of Brookings (a) accomplishes what it should, and (b) avoids unacceptable activities and conditions. 1. The Council will engage in structured contact with citizens of Brookings to represent their diversity. 2. The Council will define in Ends policies what is to be accomplished in terms of benefits, recipients, and their relative priorities. It will define in Executive Limitations policies those activities and conditions it considers unacceptable. The Council will delegate performance on these matters to a City Manager. 3. The Council will carry out its job with discipline, emphasizing strategic rather than short-term issues, policy rather than single events, and group rather than individual decisions. 4. Whenever possible, the Council will avoid the use of committees that separate the wholeness of the Council. When further research on a topic is needed, the Council may appoint one Amended: 04/15/2014 3 member to investigate. However, the Council should avoid subgroups of Council members, since subgroups tend to develop a life separate from the Council as a whole. 5. The annual cycle of the Council will conclude with a review of Ends policies, in April, just prior to City Manager construction of a new annual plan and budget. 6. The Council shall honor all demands and restrictions outlined in the Brookings City Charter. 1.3 Governing Process, Council Style & Vision The Council will govern with an emphasis on (a) outward vision rather than an internal preoccupation, (b) strategic leadership rather than administrative detail, (c) clear distinction of Council and City Manager roles, (d) collective rather than individual decisions, (e) future rather than past or present, and (f) proactively rather than reactivity. The Council will: 1. Deliberate in many voices, but govern in one. 2. Cultivate a sense of excellence. The Council will be responsible for excellence in governing. The Council will be an initiator of policy, with the advice and counsel of the City Manager. 3. Cultivate a sense of group responsibility. The Council will use the expertise of individual members to enhance the ability of the Council as a body. However, it is not the intention of the Council to defer the group’s judgment to any one individual. 4. Direct, control and inspire the organization through the careful establishment of broad written policies reflecting the Council's values and perspectives. The Council's major policy focus will be on the intended long-term impacts outside the operating organization, not on the administrative or programmatic means of attaining those effects. 5. Enforce upon itself whatever discipline is needed to govern with excellence. Discipline will apply to matters such as attendance, preparation for meetings, policymaking principles, respect of roles, and ensuring the continuity of governance capability. Continual Council development will include orientation of new members in the Council's governance process and periodic Council discussion of process improvement. The Council will allow no officer, individual or committee of the Council to hinder or be an excuse for not fulfilling its commitments. In compliance with this policy, in May 2002 the City Council adopted a City Council Code of Ethics. It is attached to this document as Appendix A. 6. Monitor and discuss the Council's process and performance at each meeting. Self- monitoring will include comparison of Council activity and discipline to policies in the Ends, Governance Process and Council-Staff Linkage categories. 1.4 Governance Process, Council Action The job of the City Council of Brookings is to achieve the mission in a prudent and ethical way. The job of the Council is to make certain contributions to the total, which are unique to its public trusteeship role and necessary for proper governance and management of the City. Consequently, the "products" of the Council itself shall be: A. Connection between the Council and its "ownership," the Citizens. Amended: 04/15/2014 4 B. Written governing policies that concern: -Governance Process (how the Council carries out its task, and the passing of power and measurement of its use) and -Ends Policies (what benefits, for whom, at what cost), and Executive Limitations (prudent and ethical limitations binding upon the staff); C. The assurance of staff performance (through guidance and evaluation of the City Manager). 1.5 Governance Process, Council Code of Conduct Since Council members have no authority as individuals, members shall refrain from efforts that may lead to situations in which a Councilperson might have occasion to overstep their bounds. Although not every situation can be outlined, some common areas of concern include: 1. Staff being intimidated or manipulated by a Councilperson’s individual comments or actions. Council members must bear in mind that at times, staff may ask for an individual opinion from a Council member, and while the Council member may sincerely respond only as an individual, staff will often place undue emphasis on the opinion, due to the Council member’s status. 2. Staff being polarized by dissention. Although all Council members are obligated to register differences of opinion on Council issues at the Council level as passionately as desired, individual members must not direct their differences of opinion to staff in a manner which creates dissension or polarization in the organization. 3. Since no one has the right to speak on behalf of the entire Council, individual Council members are encouraged to conduct themselves in a professional manner in all communications. 4. Members will not individually render binding judgments of the City Manager or staff performance apart from compliance with Council policies as monitored by the Council as a body. 1.6 Governance Process, Citizen Advisory Boards The Council values the expression of citizen viewpoints on topics of concern to the Council. Therefore, the Council will continue the tradition of seeking input from volunteer citizen advisory boards and committees, although final responsibility for decisions, and the implementation that follows, rests entirely with the Council. The Council reminds staff that the ideal purpose of citizen involvement is to seek objective opinions from a diverse range of citizens. Guideline A: The Council will make every effort to offer overall direction and guidelines to citizen volunteers, through the use of Council Ends Policy statements, and by reviewing the mission and need for each citizen advisory board and committee on an annual basis. During the annual review: 1. The Council will determine if the need for a citizen advisory board or committee justifies continuation of the board or committee. If continuation is justified, proceed to #2. Amended: 04/15/2014 5 2. The Council will make an effort to determine the most effective use of citizen volunteers, with a primary decision being the length of service for each board and committee. The Council believes citizen input will be more likely objective and updated if the advisory board or committee is kept in an ad hoc (short-term) format. However, the Council recognizes that some complex issues require citizen involvement for a longer period in order to be effective. 3. Unless otherwise specified by the Council, the City Manager will coordinate the activities and reporting functions of all citizen advisory boards and committees. 4. The City Manager will base his guidance of citizen advisory boards and committees on Ends Policies established by the Council. 5. The Mayor, with advice and consent of the Council, will make all appointments to citizen advisory boards and committees. 6. Upon recommendation of the City Manager, the Council may approve the creation of ad hoc committees to assist the City Manager or his staff. 7. In compliance with this policy, in May 2002 the City Council adopted a Volunteer Code of Ethics. It is attached to this document as Appendix B. Guideline B: The Council directs all staff to review relevant Ends Policies with citizens upon their appointment to an advisory board or committee. The Council asks staff to be as objective as possible in educating and presenting options to citizens, since the purpose of advisory boards and committees is not only to hear from citizens, but to increase citizen involvement, loyalty, and creativity toward their City. 1. The Council asks the City Manager to create and regularly update an orientation packet for each new volunteer that includes relevant Ends Policies. 2. The Council asks staff to review this orientation packet with each potential volunteer, prior to their appointment, emphasizing this very policy (Policy 1.6), and asking for a citizen signature on the line that indicates understanding of this policy. 3. Staff will provide regular summaries of citizen committee work to the Council. 1.7 Governance Process, Review and Update of Policies The Council will review all policies (including Governance, Council-Staff Linkage, Ends, and Executive Limitations) during the first quarter of each year, although the Council may also review and update any policy at any time deemed prudent and necessary by the Council. The Council expects immediate adjustment by the City Manager to any policy change instituted by the Council. Amended: 04/15/2014 6 City of Brookings Policy 2, Council-Staff Linkage Defining the purpose of the City Council, City Manager, and all City Employees. 2.1 Council-Staff Linkage, City Manager Role As the Council's single official link to the operating City government, the City Manager's performance will be considered to be synonymous with organizational performance as a total. Consequently, the City Manager's job contributions can be stated as performance in these, but not limited to: 1.City government accomplishment of the provisions of Council policies within the Policy Governance Model, especially Ends Policies, but also including Governance Process, and Council-Staff Linkage policies. 2.City government operation within the boundaries of prudence and ethics established in Council policies on Executive Limitations. 2.2 Council-Staff Linkage, Delegation to the City Manager All Council authority delegated to staff is delegated through the City Manager, so that all authority and accountability of staff -- as far as the Council is concerned -- is considered to be the authority and accountability of the City Manager. 1. The Council will direct the City Manager to achieve certain results, for the citizens, at a certain cost, through the establishment of Ends policies. The Council will limit the latitude the City Manager may exercise in practices, methods, conduct, and other "means" through the establishment of Executive Limitations within those policies. 2. As long as the City Manager uses any reasonable interpretation of the Council's Ends and Executive Limitations policies, the City Manager is authorized to establish all further policies, make all decisions, take all actions, establish all practices, and develop all activities. 3. The Council may change its Ends and Executive Limitations policies, thereby shifting the boundary between Council and City Manager domains. By doing so, the Council changes the latitude given to the City Manager. Council members will respect and support the City Manager’s decisions and choices, whenever made pursuant to existing Council Policies. 4. Only decisions of the Council acting as a body are binding upon the City Manager. 5. In the case of Council members, citizen advisory committees, or others, requesting information or assistance without Council authorization, the City Manager may turn to the Council for guidance, especially when such requests will require an inordinate amount of staff time or funds, or are disruptive to the efficient operation of the City. 2.3 Council-Staff Linkage, Monitoring Executive Performance. Monitoring executive performance is synonymous with monitoring organizational performance against Council policies on Ends and on Executive Limitations. Any evaluation of the City Manager’s performance, formal or informal, shall be measured against these expectations. This Amended: 04/15/2014 7 policy places the burden of measuring performance on two primary considerations: well-defined Ends and Executive Limitation policies, and reasonably accurate measurements. Without well- defined policies and reasonably accurate performance metrics, the effectiveness of monitoring performance is compromised. 1. The purpose of monitoring is simply to determine the degree to which Council policies are being fulfilled. Information which does not do this will not be considered monitoring. Monitoring will be as automatic as possible, using a minimum of Council time so that meetings can be used to create the future rather than to review the past. 2. A given policy may be monitored in one or more of three ways: a. Internal report: Disclosure of compliance information to the Council from the City Manager. b. External report: Discovery of compliance information by an objective party who is selected by and reports directly to the Council. Such reports must assess executive performance only against policies of the Council, not those of the external party unless the Council has previously indicated that party's opinion to be the standard. c. Direct Council inspection: Discovery of compliance information by a Council member, or the Council as a whole. This is a Council inspection of documents, activities or circumstances directed by the Council which allows a "prudent person" test of policy compliance. 3. The Council recognizes that, at times, non-compliance with a policy may be necessary and prudent in the short term. However, in order to monitor the performance of the City, and to modify policies that need improvement, the Council must be constantly aware of compliance issues. The Council expects monitoring and reporting compliance or non- compliance to be the City Manager’s highest priority. To promote regular monitoring, the Council asks the City Manager to follow these guidelines: a. All Ends and Executive Limitations statements will be monitored and compliance will be formally announced by the City Manager to the Council on a quarterly basis. b. Any non-compliance will be reported immediately, at the next Council meeting, if not before, and non-compliance will then be monitored on a monthly basis, until compliance is reestablished, or the policy is changed. 4. At a minimum annually, the Council will institute a formal evaluation of the City Manager. This evaluation will consider only monitoring data as defined here, as it has appeared over the intervening year. Amended: 04/15/2014 8 City of Brookings Ends Policy 1, Financial Stability Establishing what is to be done, for whom, at what cost, and Executive Limitations to define unacceptable means Financial Stability: Key Performance Area Financial stability is considered a key performance area by the Brookings City Council, and appears in the Mission Statement as “fiscally responsible municipal management.” One of the duties of the City Manager is the development of a process that keeps the Council aware of upcoming budgetary needs and requests, so that the Council may aid in the creation of ongoing budget priorities. Good stewardship requires the Council to discern what is in the best interests of the citizens, and budget accordingly. Therefore, budgeting for any fiscal period or the remaining part of any fiscal period shall not deviate materially from Council Policies as established in key performance areas, or other City Council policies. The City Manager is therefore prohibited from budgeting or spending that: 1. Lowers the City’s bond rating; 2. Lowers the pledged revenues collected by the City in the last preceding fiscal years as determined by the City to not less than 1.75 times the annual principal and interest requirements on the outstanding bonds with a goal to maintain a 2 times coverage. 3. Violates Federal, State, or Municipal laws; ethical standards; and generally accepted accounting and budgeting principles. In addition, the City Manager may not bypass Council judgment to allow budgeting that: 1. Allows expenditures to exceed revenues, including the contingency as an expenditure; 2. Increases the property tax rate; 3. Includes capital expenditures that have not been previously approved by the Council; in a Capital Improvement Plan or other council action; 4. Causes the City to incur new debt; 5. Increases operating expenses (meaning personnel and capital excluded) in any department beyond inflation using at least a rolling six month average of the Midwest Consumer Price Index; 6. Provides for employee compensation and benefits that exceed market standards; Guideline A: With respect to budget preparations, the City Manager shall stay within the confines of what constitutes a conservative perspective, as it is the Council’s intention to: a. Make conservative revenue projections using the previous five-year average as a benchmark, with an emphasis on the previous year actual and current year actual. Projections using current data should not be made with less than 6 months rolling actual data. b. Provide valuable citizen services; c. Lighten the debt load of the City; d. If a property tax rate is justified only because of state limitations, a special reserve will be created. e. The City has established the policy that financial, service and program performance measures be developed and used as an important component of decision making and Amended: 04/15/2014 9 incorporated into governmental budgeting. The City encourages all departments to utilize performance measures. At a minimum, performance measures should be used to report on the outputs of each program and should be related to the objectives of each department. Performance measures should: a. Be based on program objectives that tie to the City Council’s goals and program mission or purpose; b. Measure program results or accomplishments; c. Provide for comparisons over time; d. Measure efficiency and effectiveness; e. Be reliable, verifiable and understandable; f. Be reported internally and externally; g. Be monitored and used in decision-making processes; and h. Be limited to a number and degree of complexity that can provide an efficient and meaningful way to assess the effectiveness and efficiency of key programs. Guideline B: In addition, as the City Manager assumes his duties, the Council requests that the City Manager keep information flowing to the Council, especially concerning plans relating to consolidation or expansion of any City departments. Therefore, the City Manager may not consolidate or expand any City Department without first informing the Council of the intended action. Guideline C: The City of Brookings establishes and will maintain reservations of Fund Balance, as defined herein, in accordance with Governmental Accounting and Financial Standards Board Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions. This Policy shall only apply to the cities governmental funds. The fund balance information is used to identify the available resources to repay long-term debt, reduce property taxes, add new governmental programs, expand existing ones, or enhance the financial position of the City, in accordance with policies established by the City Council. Fund Balance shall consist of five categories: non-spendable, restricted, committed, assigned and unassigned amounts. a. Non-spendable Fund Balance: Amounts that are not in a spendable form (such as inventory) or are required to be maintained intact. b. Restricted Fund Balance: Amounts that can be spent only for the specific purposes stipulated by external resource providers, or enabling legislation. Restrictions may be changed or lifted only with the consent of the resource providers. c. Committed Fund Balance: Amounts that can be used only for the specific purposes determined by a formal action of the City Council. Commitments may be changed or lifted only the City Council taking the same formal action that imposed the constraint originally. d. Assigned Fund Balance: Amounts the City intends to use for a specific purpose. e. Unassigned Fund Balance: The residual classification for the general fund and includes amounts that not contained in the other classifications. Unassigned amounts are the portion of fund balance which is not obligated or specifically designated and is available for any purpose. The City Manager is directed to use first the restricted resources, prior to the use of the unrestricted resources, when an expense is incurred for purposes for which both restricted and unrestricted funds are available. When expenditures are incurred for purposes for which amounts in any of the Amended: 04/15/2014 10 unrestricted fund balance classifications can be used, committed amounts should be reduced first, followed by assigned amounts and the unassigned amounts. City Council hereby directs the City Manager to establishes and maintain the following committed fund balance: a. Fiscal Stabilization Arrangement: A minimum of 10 percent of the General Fund beginning adopted appropriations (expenditure budget) should be incrementally established and maintained for use in meeting unanticipated needs and/or emergencies. I.Use of Stabilization Fund Balance: The amount shall be used only after all efforts have been exhausted to fund unanticipated needs and/or emergencies, such as an urgent event that affects the safety of the Citizens of the City of Brookings, City of Brookings Employees, and Brookings Students. The urgent event could be a blizzard, tornado, fire, flood, terrorist attack, bombing, explosions, train derailments, straight-line winds/severe thunderstorm, hazardous materials incident, water contamination, failure of electrical grid, mass casualty/fatality or health epidemic. Once the City Manager or his/her designee has determined that it is necessary to draw down fund balance, written communication should be provided by the City Manager to the City Council, explaining the nature of the unanticipated need and/or emergency and requires approval by a two-thirds vote of the Council. The Stabilization Fund Balance may not be used for more than two consecutive years. II.Replenishment of Stabilization Fund Balance: If the reserves are drawn down below the minimum required level of 10 percent, then a budgetary plan shall be implemented by the City Manager to return the reserve to a minimum 10 percent level in no more than a 5-year period. The City Manager will report the progress of the replenishment to the Council in the annual budget. III.Funding of Stabilization Fund Balance: Proceeds from the sale of City-owned surplus property and any other funds identified in the budget will be used to increase the reserve. Interest earnings will be applied on the reserve balance each fiscal year until replenished to the minimum required level. The City Council directs the City Manager to establish annually the Assigned Fund Balance by identifying at the close of each fiscal year, subject approval of the City Council, funds identified in the annual budget and any revisions thereto to provide for differences, if any, between budgeted revenues and expenditures for a specific purpose; however, before expenditure, amounts must be appropriated by the City Council. Council options for further reserves include: a. Transfer to increase the reserve of another fund that is not at the established target; b. To finance un-funded necessities of the previous year’s budget reductions; c. To pay off debt with a portion of the reserve; d. To finance the expansion of City services; e. To offer property tax, or other tax relief. Other governmental funds are not addressed as they exist primarily to ensure and demonstrate compliance with limitations on the use of existing dedicated revenues and that they were expended for their intended purposes. Capital project funds would be spent out at the end of the project. Amended: 04/15/2014 11 Guideline D: The use of one-time revenues will be guided by this policy. Examples of one-time revenues include: infrequent sales of assets, bond refunding savings, infrequent revenues from development, and grants. These revenues may be available for more than one year (a three-year grant), but are expected to be non-recurring. Examples of expenditures for which the City may wish to use one- time revenues include startup costs, stabilization (to cover expenditures that temporarily exceed revenues), early debt retirement, and capital purchases. The City Manager will not bypass Council judgment in making use of one-time revenue. In utilizing one-time revenue, the City Manager will carefully analyze and minimize the need for ongoing expenditures. Guideline E: Capital expenditures will be planned each year in a Five-Year Capital Improvement Plan. The annual budget will provide a separate accounting of capital expenditures in each department. The City Manager should plan major projects with an estimated expenditure and with sources of funding identified. Guideline F: Upon the City Council’s adoption of an annual budget and Five-Year Capital Plan that is presented in accordance with Guidelines A through E, the City Manager assumes responsibility for ensuring compliance with the budget as an established City Council Policy. This includes expenditure control, and program and service delivery within that budget. Minor deviations are tolerable and encouraged to maintain cost control and deliver quality services. Examples of minor deviations are variances of purchases and costs between line items in a budget, changes in programs and services resulting in cost savings or without cost, the use of grants that do not cause future costs, and the purchases of minor equipment. This list is not exhaustive. Major deviations require notification and sometimes prior approval by the City Council. Examples of major deviations include the use of the contingency fund, program eliminations or additions, the use of cash instead of debt when debt was planned, changes in the capital improvement plan, and change orders in capital projects. This list is not exhaustive. To facilitate a budget that can respond to changing needs, the City Council will approve a contingency fund for the City Manager to utilize at his/her discretion. Examples of uses for the City Manager’s contingency fund include: unbudgeted training opportunities for staff; purchases of software, hardware, and small equipment that was unbudgeted; one-time expenditures to fill a major position vacancy; one-time expenditures requested by outside entities; and emergencies in general. The City Manager would be expected to make an effort to avoid utilizing the contingency. The City Manager will report compliance or deviations from this Guideline for Financial Stability on a quarterly basis. Guideline G: Budgets for Enterprise Funds will be prepared by the City Manager with a goal of providing quality services and sustaining a maximum return to the General Fund on a long-term basis. Net Assets serve over time as a useful indicator of a government’s financial position. Within the annual Amended: 04/15/2014 12 financial statement the City Manager will annually provide a management discussion and analysis of business type funds and the changes in net assets. Guideline H: Appropriation and Subsidy Policy & Guidelines Purpose. The purpose of this policy is to establish guidelines and criteria regarding the allocation and use of municipal subsidies within the City of Brookings. These guidelines shall be used in processing and reviewing applications requesting municipal subsidy assistance. Protecting the financial interest is of the City of Brookings is of the utmost importance, so it is the intent of the City to provide a minimum amount of municipal subsidies, as well as other incentives that the City may deem appropriate, for the shortest term required for the project to proceed. The City reserves the right to approve or reject projects on a case-by-case basis, taking into account established policies, specific project criteria, and demand on city services in relation to the potential benefits to be received from a proposed project. Meeting policy guidelines or other criteria does not guarantee the award of municipal subsidies. Furthermore, the approval or denial of one project is not intended to set precedent for approval or denial of another project. Whenever possible, it is the City’s intent to coordinate the use of municipal services with other local governing bodies and taxing jurisdictions. Objective of Municipal Subsidies.The City of Brookings is committed to providing a high quality of life for its citizens and fostering a diverse economic base through innovative thinking, strategic planning, and proactive, fiscally responsible municipal management. To fulfill this commitment, the Brookings City Council will closely examine its goals and the goals of its city departments to identify outcomes that will meet the standards as outlined in the mission statement above. The Council also recognizes that its support of programs and services outside the scope of its city departments may be necessary to fulfill the commitment and achieve the desirable quality of life for its citizens. As a matter of policy, the City of Brookings will consider using municipal funds to assist in the following areas, but are not limited to, opportunities in the areas of: Affordable Housing Arts & Culture Youth Development Diversity Economic Development Education & Literacy Environment Government Stewardship Health Parks, Recreation & Open Spaces Partnerships Preservation/ History Safety Amended: 04/15/2014 13 Transportation/Transit The Brookings City Council may choose to annually allocate a specified funding amount for a specific category, regardless of the number of applicants for that particular programming area. General Guidelines for the Allocation of Municipal Subsidies. The City of Brookings may allocate up to four (4) percent of the annual General Fund expenditures to subsidize community needs and programs. The City’s current and projected financial health and stability will be the key deciding factor in determining its ability to provide funds to outside organizations. In addition, the Council will consider a number of factors as defined in the City’s Funding Application when making this decision. A key factor will be the applicant’s ability to provide a service or outcome that improves the quality of life for the citizens of Brookings. The applicant must also provide a “but for” analysis which demonstrates the need for public assistance. Other factors include the applicant’s ability to become self-sustaining, the duration of the funding commitment, and operating verses capital requests. Municipal subsidy will not be used for projects that would place extraordinary demands on city infrastructure and services. Request for donations or subsidies from individuals, religious or political groups based out of the City of Brookings will not be considered. Request for donations or subsidies from qualified organizations outside of the funding timeline will not be considered. General Guidelines for Subsidies. The Brookings City Council evaluates program-funding proposals on an annual basis for funding in the following calendar year. The City’s fiscal year is January 1 to December 31. Proposals must be submitted to the City Clerk in accordance with the budget cycle schedule and proposal format outlined below. Requests may only be made during this period of time. Completed applications must be received on or before June 1st of each given year. Following, a review by the City Manager and Finance Manager, the application shall be referred to the City Council for further consideration during the annual budget meetings. Organizations applying for a donation or subsidy must submit a completed Application for Funding along with a detailed description of the project; a preliminary site plan; the amount requested; the duration of the funding request; the public purpose of the project; verifiable funding sources and uses; and a “but for” analysis which demonstrates the need for public assistance. Additional documents which may be required include the organization’s current expense statement and budget, Board of Directors listing, current Annual Report, and all other items specified in the City of Brookings Application for Funding. Budget Hearing Process. Brookings City Council budget meetings are held in the months of August and September. All budget meetings are open to the public. Applicants may or may not be invited to make a presentation on their funding proposal. Applicants are encouraged to attend all budget meetings to remain informed during the process. Applicants should be prepared to answer Amended: 04/15/2014 14 questions based on the application. Final action on the budget occurs at the last Council meeting in September. Brookings School District Subsidies. Appropriation of public funds can be set aside for specific purposes which promote the City of Brookings mission and the local quality of life within the City of Brookings. Brookings Municipal Utilities transfers funds each year to the General Fund as a means to keep city property taxes at a low level for the citizens of Brookings. The City of Brookings may annually appropriate up to 15% of the transfer from the Brookings Municipal Utilities to the Brookings School District. Economic Development/Promotions Subsidies. A subsidy from the 3rd B Fund shall meet the requirements of the SD State Statute 10-52-8*. Funds will be appropriated from the 3rd B Fund to entities with the capacity to promote and advertise the city, its facilities, attractions, and activities. In any fiscal year, the City may require the unencumbered funds be returned to the City 3rd B Fund. Subsidy Agreement and Reporting Requirements. The City of Brookings requires all recipients of municipal funds to enter into appropriate agreements that identify the reason for the subsidy, the public purpose served by the subsidy, subsidy payment schedule, final the specific performance measurements to be attained, and final reporting on outcomes. Failure to provide final reporting of funds and all other required reports will make applicant ineligible for future subsidies. The City has established the policy that financial, service and program performance measures be developed and used as an important component of decision making and incorporated into governmental budgeting. The City encourages all departments to utilize performance measures. At a minimum, performance measures should be used to report on the outputs of each program and should be related to the objectives of each department. The performance measurements should: 1. Be based on program objectives that tie to the City Council’s goals and program mission or purpose; 2. Measure program results or accomplishments; 3. Provide for comparisons over time; 4. Measure efficiency and effectiveness; 5. Be reliable, verifiable and understandable; 6. Be reported internally and externally; 7. Be monitored and used in decision-making processes; and 8. Be limited to a number and degree of complexity that can provide an efficient and meaningful way to assess the effectiveness and efficiency of key programs. All agreements and reports shall be timely prepared and filed with the City Clerk. Failure to comply with any of these requirements may result in the revocation of the requested subsidy as well as fines, repayment requirements, and a determination that the organization is ineligible for future municipal subsidies for a period of years. *Applicable State Statute: 10-52-8. Additional tax on lodgings, alcoholic beverages, prepared food, and admissions -- Purposes -- Conformance with state sales and use tax. Notwithstanding the tax rate limitations of §10-52-2 or 10-52-2.1, any municipality may impose an additional municipal non-ad valorem tax at the rate of one percent upon the gross receipts of all leases or rentals of hotel, motel, campsites, or other lodging accommodations within the municipality for periods of less than twenty-eight consecutive days, or sales of alcoholic beverages as defined in §35-1-1, or establishments where the public is invited Amended: 04/15/2014 15 to eat, dine, or purchase and carry out prepared food for immediate consumption, or ticket sales or admissions to places of amusement, athletic, and cultural events, or any combination thereof. The tax shall be levied for the purpose of land acquisition, architectural fees, construction costs, payments for civic center, auditorium, or athletic facility buildings, including the maintenance, staffing, and operations of such facilities and the promotion and advertising of the city, its facilities, attractions, and activities. Such taxes shall conform in all respects to the state sales and use tax on such items with the exception of the rate. Amended: 04/15/2014 16 City of Brookings Ends Policy 2, Municipal Services Establishing what is to be done, for whom, at what cost, and Executive Limitations to define unacceptable means Municipal Services: Key Performance Area Municipal Services is considered a key performance area by the Brookings City Council, and appears in the Mission Statement as “providing a high quality of life for citizens.” The City Council deems City Services, along with fiscal management, as the highest priorities of the City Manager and City Employees. There is no more important function of City Government than to serve the Citizens of Brookings in a friendly, effective manner. For this document, the City Council defines Municipal Services as Life Safety (police and fire), and Functional Services (all other departments). Guideline A: In terms of Life Safety, involving the police and fire departments, the City Manager will: 1. In emergency situations, uphold the decisions made by the fire or police chief; 2. Maintain personnel at established baselines; 3. Provide appropriate equipment to maximize safety of personnel; 4. Enforce ordinances and laws; 5. Not allow situations to develop that may raise insurance rates for citizens or for the City; 6. Maintain the budget in such a way that will not lower the quality of services. Guideline B: In terms of Functional Services, which include all departments of the City other than Life Safety, the City Manager will: 1. Repair infrastructure in a timely manner; 2. Increase services while forecasting benefits; 3. Expand department budgets only while documenting baselines; 4. Approve changes that fall within the long-term plan; 5. Continually strive to improve operational efficiencies; 6. Establish, model, and enforce the highest standards of exceptional customer service from city employees; 7. Enforce ordinances and laws; 8. Document ongoing citizen satisfaction and performance reviews for services provided; 9. Provide support and guidance for staff when they are forced to work outside of their expertise; 10. Seek opportunities to share facilities with other entities; 11. Anticipate foreseeable needs; 12. Use foresight in developing services; 13. Deliver services in a timely and quality manner; 14. Consider citizen complaints; 15. Emphasize a user-friendly approach; 16. Apply technology whenever beneficial. Amended: 04/15/2014 17 Guideline C: The City of Brookings has unique enterprise operations including the Solid Waste Fund, the Edgebrook Golf Course, the Research and Technology Center, the Liquor Retail Store, and the Liquor Override. In terms of enterprise operations the City Manager will: 1. Comply with Guideline B; 2. Review the Return on Assets (ROA) on an annual basis. The Return on Assets will be calculated, using the formula: Net income divided by average total assets. The numbers to calculate the return on assets ratio will be taken from the last and latest balance sheets and latest income statements for each enterprise fund. It will be necessary to average the total assets entries from your last and current balance statements when doing the calculation, but excluding the General Fund transfer expense. 3. Net Assets are an indicator of a financial position. The financial position of an enterprise fund can be tracked over time to assess whether a funds financial health is improving or deteriorating. The City Manager will report annually to the City Council a comparison of the net assets for the two most recent audited fiscal years for the above enterprise funds listed in Guideline C. 4. In addition the Liquor Fund’s annual report will be presented annually comparing the net profit as the net asset report includes both the operating agreement income and the retail income. 5. Compare, as a percentage, the General Fund Transfer to the gross revenue of each enterprise operation on an annual basis. General Fund Transfer Comparison, Item #3 Total Year Landfill Collections Liquor Retail Override 2000 13.2%6.6%6.1%4.6%7.3% 2001 14.0%6.7%5.9%4.4%7.1% 2002 29.2%12.4%6.5%5.1%7.8% 6. Review a five-year Capital Improvement Plan (CIP) on an annual basis. The CIP must list the capital outlays and source of funds, including demonstrating that needed capital reserves are maintained so that the enterprises are being operated in a stable financial manner. Each department prepares a Five-year CIP on an annual basis. Amended: 04/15/2014 18 City of Brookings Ends Policy 3, Business Models Establishing what is to be done, for whom, at what cost, and Executive Limitations to define unacceptable means Business Models (Long Range Planning, Customer Satisfaction, Productivity and Process Improvement): Key Performance Areas Operation of the City under a business model, emphasizing long range planning, customer satisfaction, and productivity and process improvement, is considered a key performance area by the Brookings City Council, and appears in the Mission Statement as “innovative thinking and strategic planning.” The City Council chooses to import models and practices not only from government, but just as importantly, from innovative business models. In other words, the Council wants the City, whenever possible and prudent, to operate with similar systems and attitudes adopted by any successful business. Some of the major themes the Council chooses to emphasize are: 1. Benchmarking. The Council wants to constantly compare City performance with other cities and other departments; to be sure Brookings is operating in not only an efficient, but creative and innovative manner. The Council is aware that Brookings is unique—at times, the City’s emphasis and direction will, and should, differ considerably from other cities. However, information about best practices from other communities will always help the Council make better choices. 2. Continuous improvement. The Council expects measurements of performance to challenge the status quo, through the use of continuous improvement processes. Since the needs of our citizen customers are constantly changing, so should our practices. 3. Goal-setting. The Council expects specific goals to challenge each City Department. 4. Accountability. The Council expects the City Manager to hold City Employees to standards that demand excellence. “Good enough” is not an acceptable standard. 5. Customer satisfaction. The Council expects the City to institute a form of measurement to gather and monitor customer satisfaction. Amended: 04/15/2014 19 City of Brookings Ends Policy 4, Economic Development Establishing what is to be done, for whom, at what cost, and Executive Limitations to define unacceptable means Mission Statement : “The City of Brookings is committed to providing a high quality of life for its citizens, and fostering a diverse economic base, through innovative thinking, strategic planning, and proactive, fiscally responsible municipal management.” Economic Development: Key Performance Area Economic Development and expansion is considered a key performance area by the Brookings City Council, and appears in the Mission Statement as “fostering a diverse economic base.” The Council understands and intends to emphasize the importance of a healthy economy in Brookings and the surrounding area. For the entire community a healthy economy is critical to a high quality of life. Because of its great importance, there are many entities involved in economic development in Brookings. As the City is a significant funding source for much of the economic development efforts in Brookings it is the Council’s intention to spend economic development dollars in the wisest most productive manner possible. The City Council’s desired End is to have an economy that is healthy and growing with enough economic activity to support and fund public services. Toward that end, some overall indicators, expressed as ends, have been identified: A. The property tax base is growing. B. Sales taxes are increasing. C. Retail, Commercial, and Industrial buildings are not vacant. D. There are employment opportunities. E. There are competitive wages. Having developed some overall Ends, following are more specific Ends to provide guidance to both the City Council and the City Manager. 1. City Government is prepared for economic development opportunities. a) 5% of the annual revenue of 75% - 2 nd Penny Sales & Use Tax should be reserved for future economic development opportunities until a $1 million dollar committed fund balance is achieved. A strategic plan will be developed to replenish the committed fund balance should it fall below the minimum committed fund balance of $1 million dollars. b) One-time sales of land will be added to the committed fund balance for future land purchases for industrial and economic development. c) The City Manager is designated as the primary contact from city government for economic development inquiries. d) City government, through its City Manager, acts as a facilitator for cooperation amongst the various economic development entities. e) There is adequate land available for future Industrial and Commercial development. f) BEDC has an Action Plan with Committees in place to foster economic development, create opportunities, and react to opportunities. Amended: 04/15/2014 20 2.Economic development entities are working cooperatively and collaboratively. a) A comprehensive economic development strategy exists. b) Economic development entities, the Growth Partnership Board, the BEDC, the DBI, and the Chamber meet with the city manager on a regular basis and report to the City Council on a regular basis. c) There is an excellent relationship between economic development entities and the Governor’s Office of Economic Development. d) The BEDC is the primary host. There will be a planned, cooperative effort for all “hosting.” 3. Economic development efforts are conducted with an emphasis on the community’s assets. a) The growth and expansion of existing Brookings industries and retail is the primary target for increased employment and economic growth. b) SDSU students and SDSU Colleges are viewed as potential partners to targeted businesses and industries. A business or industry closely related to a field of study at SDSU can profit from the use of a quasi-professional/professional work force willing to work part-time and eventually full-time, the knowledge base held within an SDSU college, and other partnerships with SDSU. c) The City will partner with the innovation campus at SDSU. 4.The land around the Swiftel Center/Ice Arena is developed to enhance and complement the existing land use in the area. 5.Tourism is bringing outside money to the community. a) Quality events and promotions occur frequently. b) There is an events coordinator and an emphasis on filling the summer months with activities. Hotel rooms are full. c) “3rd Penny” tax receipts are increasing. d) Sales tax receipts are directly impacted by events. e) Facilities (Ice Arena, Swiftel Center, Sports Fields, Performing Arts Center, Wellness Center) are used at capacity. f) Promotion dollars leverage significant visitor spending. g) The community accepts a plan for the broadening of the tax base for promotional uses. 6.Tourism entities are working cooperatively and collaboratively. a) A comprehensive promotion strategy exists. b) City Government acts as a facilitator for cooperation among the various tourism entities. 7. Business Improvement District #1 “Pillow Tax” is bringing outside money to the community. a) Conferences, conventions, meetings occur frequently. b) The CVB aggressively recruits and promotes activities with an emphasis on filling week days with activities and increase week day overnight stays. c) Facilities are maintained, expanded to remain competitive in the market. d) BID Tax “Pillow Tax” funds leverage significant visitor spending. e) The Board of Directors appointed by the City Council annually prepares and updates plan reporting improvements for the district area for City Council approval. Amended: 04/15/2014 21 f) The City Council shall assign 10% of the annual revenue from the “Pillow Tax” until such time a minimum of $100,000 is assigned and maintained for the specific purpose of cash flow. 8.The Research and Technology Center operates to facilitate the start-up and continued health of commercial based business and industry. A specific policy guides the management of the Research and Technology Center. 9. Because the State of South Dakota provides local control of the number of liquor licenses allowed in a City, there are ample liquor licenses available for future development of amenities the traveling and visiting public desires. The City of Brookings has a policy to guide the distribution of licenses (operating agreements). 10.The appropriation for tourism and promotion will not exceed the sum of the “3rd Penny” revenues raised annually. 11.The cost of economic development activities fluctuate based on the need and projects proposed. 12.The City Council has considered predevelopment agreements with large retail developments. Amended: 04/15/2014 22 City of Brookings Ends Policy 5, Employee Training and Development Establishing what is to be done, for whom, at what cost, and Executive Limitations to define unacceptable means Employee Training and Development: Key Performance Area Employee Training and Development is considered a key performance area by the Brookings City Council, and appears in the Mission Statement as “proactive, fiscally responsible municipal management.” The Council values City of Brookings employees as emissaries to the world. With this in mind, the work environment for employees shall be one in which employees are appreciated, and encouraged to grow and expand their skills. Compensation and benefit packages will promote excellence, within the safest possible working conditions. The goal of training shall be to provide tools to assist staff to exceed management and customer expectations. Deviations from the below stated guidelines must be reviewed and approved by the Council. Guideline A: Training shall equip employees with the attitudes and behaviors necessary to achieve excellence. Based on this guideline, training shall: 1. Commence immediately upon hiring, and continue throughout the career of the employee, providing specific tools for optimal performance and productivity; 2. Emphasize continuous improvement of employees and processes; 3. Enhance an employee’s opportunity for promotion; 4. Emphasize customer service; 5. Focus on effective technological practices. Guideline B: Compensation Ranges will be objectively determined by the City Manager in accordance with this policy. Research shall compare compensation and benefits with those of other public entities with whom the City may compete for qualified employees, along with private sector organizations that have similar positions in the surrounding area. Infrequently, full market surveys may be required to evaluate and implement necessary modifications to the City’s pay system. Full market surveys that might require the services of a consultant to evaluate the City’s compensation levels will be completed only upon recommendation of City Manager and approval by the Council. The organizations to be included in the market research for non-exempt positions will consist of other public sector entities primarily in South Dakota, as well as private sector organizations in the local region, as appropriate, that have similar positions. For management and professional positions, the market will include many of the organizations previously identified, plus similarly sized cities in surrounding states that the city would compete with for applicants as identified by the City Manager. It is not intended that the market will include significantly larger South Dakota cities, such as Sioux Falls and Rapid City, unless the market conditions clearly suggest the need to do so. Amended: 04/15/2014 23 In order to ensure that there is consistency in the methodology used when determining the compensation ranges and benefits, the City Manager will follow the guidelines below. In addition to infrequent full market surveys, periodic checks of benchmark positions will be completed as directed by the City Manager to monitor and maintain the City’s compensation program. To maintain compensation levels that are comparable to market, the City Manager will identify and select benchmark positions and organizations to survey on a timetable appropriate to upcoming budget year. Efforts will be made to survey the same or like organizations as in the previous survey unless an exception to this policy can be justified. In order to maintain the internal equity of the compensation system, the Job Factor Evaluation System adopted by the City will be used for all job classification reviews. The job evaluation is not intended to provide a specific value for a position; rather it is intended to provide an assessment of the “relative” value of a position to the organization, compared to other positions. The following criteria defined in the Job Factor Evaluation will be used in evaluating the internal equity placement of City positions: 1. Scope of Supervision: Factor measures both the level of supervision required as well as the number of individuals supervised. 2. Job knowledge: Factor measures the extent and nature of knowledge required to perform the duties of the position. 3. External Contacts: Factor measures the nature and frequency of external contacts. 4. Decision Making: Factor measures the level of decision-making and independent thought required. 5. Job Complexity: Factor measures level of analytical ability required in the position and the complexity of typical situations faced. 6. Physical Working Conditions: Factor measures nature of physical working environment and frequency in which employee typically works in that environment. 7. Exposure to Hazards: Factor measures employee’s typical exposure to health and physical dangers and frequency of such exposure. The pay grades and pay ranges will remain consistent and uniform as follows: 1. The bargaining unit will have established pay grades with ranges of 21.7% and a six percent differential between each grade. The pay grades will be determined based on position title, specific duties involved, and job factor evaluation system. 2. The management group will also have established pay ranges of 35%. Pay ranges will be established by position title, specific duties involved, and job factor evaluation system. The non-union/non-management will be placed on a similar pay system with ranges of 21.7%. There is also in place for management exempt employees a pay for performance system which is administered by the City Manager based on budgeted funds to provide recognition to management staff for their additional contributions, achievements and service to the City of Brookings over the past year. 3. For the police bargaining the Council will have pay grades with ranges of 21.7% with exceptions with less than 21.7% ranges to minimize overlap. Amended: 04/15/2014 24 A combination of the data collected on the identified benchmark positions and the job factor evaluation system will be used to place each City position at appropriate pay grades in the City of Brookings Pay Plan Schedules. By using both the market survey data and the job factor evaluation, the City will have a pay system that is within market and reflects the City of Brookings organization. The Council will not assume an obligation to automatically increase pay ranges without justification. Justification will rely on a review of the Midwest CPI and specific salary date received/obtained from sources as determined appropriate by City Manager. The purpose of this process is to develop a pay system that is fair and within market and to provide a process that is consistent and reproducible. In summary, this policy provides further definition to the following Council policy. It is the intent of the Council for compensation to: 1. Be commensurate with individual productivity within the market range; 2. Be systematic, with defined ranges, with consistent span in the pay ranges where feasible using the median of the maximum rate of pay of surveyed positions as a benchmark; 3. Be used as a reward and motivation to achieve excellence; 4. Be attractive to top candidates; 5. Be adequate to retain top performers; 6. Exceed standards only when justified by exceptional performance; 7. Emphasize the use of reward bonuses over pay increases; 8. Be structured, when appropriate, to allow staff attrition to maintain market rates. Amended: 04/15/2014 25 City of Brookings Ends Policy 6, Intergovernmental Cooperation and Relations Establishing what is to be done, for whom, at what cost, and Executive Limitations to define unacceptable means Intergovernmental Cooperation and Relations: Key Performance Area Intergovernmental Cooperation and Relations is considered a key performance area by the Brookings City Council, and appears in the Mission Statement as “providing a high quality of life for citizens…through innovative thinking and strategic planning.” The Council wishes to coordinate efforts with other governmental bodies, to mutual benefit, whenever possible. The Council hopes to continue to work closely with any governmental body seeking to serve the best interests of the Citizens of Brookings in a more integrated manner. Staff must remember their importance in establishing and maintaining rapport with scores of governmental agencies and groups. At times, one staff person is the only representative of Brookings to encounter a given government official and regardless of the size or length of the interaction, the Council hopes staff conducts themselves in a manner that would be the pride of Brookings. Though too numerous to mention every governmental body, examples of governmental bodies that the Council wishes to coordinate efforts with include (not in order of importance): Federal, State, County, University, School District, Cities with home rule, other Cities, and Municipal League. Amended: 04/15/2014 26 Amendments May 13, 2002 – The City Council approved the City Council Code of Ethics as Attachment A, and the Volunteer Code of Ethics as Attachment B. November 27, 2002 – Amended Ends Policy 2, Municipal Services, to add Guideline C for enterprise funds. May 27, 2003 – Amended Economic Development Policy. January 11, 2005 – Amended Financial Stability Ends Policy. May 8, 2007 – Amended Policy 1, Governance Process; Policy 2, Council-Staff Linkage; Ends Policy 1, Financial Stability; Ends Policy 2, Municipal Services; Ends Policy 4, Economic Development; Ends Policy 5, Employee Development and Training. April 29, 2008 – Amended Ends Policy 1, Financial Stability, adding Guideline H: Appropriation and Subsidy Policy & Guidelines. November 22, 2011 – Amended Policy 1, Financial Stability Kay Performance Area, Guideline C, Guideline E, and Guideline G; Amended Policy 2, Municipal Services, Guideline B, and Guideline C; Amended Ends Policy 4, Economic Development #1, #2, #7, #8 and #10. December 4, 2012 – Resolution No. 153-12*: Amended Ends Policy 1, Financial Stability, Guideline C, Section a. Fiscal Stabilization Arrangement. May 28, 2013 – Amended Appendix A, City Council Code of Ethics April 15, 2014 – Resolution No. 40-14. Amended Governance Policy 2.2(2), Council-Staff Linkage, Delegation to the City Manager; Amended Governance Policy 2.3, Council-Staff Linkage, Monitoring Executive Performance; Amended Governance Policy 1.6, Governance Process.  *Commencing 2012, all amendments to the Governance & Ends Policy must be done by Resolution. Amended: 04/15/2014 27 City of Brookings Governance and Ends Policies - Appendix A City Council Code of Ethics Approved May 13, 2002 Amended May 28, 2013 The mayor and council are responsible for making policy decisions for the community. The City Council provides vision, direction and leadership to the community and the organization. The City Council further represents the Brookings Community with other governmental entities and officials. In order to maintain and enhance public trust and confidence in our local government, to achieve equity and social justice, to affirm human dignity, and to better the quality of life for residents of Brookings the members of the City Council dedicate themselves to the stewardship of the public trust and therefore embrace the following ideals, seeking to: Uphold constitutional government and the laws of the City of Brookings by recognizing I am an agent for the democratic process and not the owner of authority; Conduct public and private life as to be an example for my fellow citizens and take responsibility for my actions, even when it is uncomfortable or unpopular to do so; Be mindful of my neutrality and impartiality, rendering equal service to all and to extend the same treatment I wish to receive myself; Abstain from voting when a conflict of interest exists in accordance with the Brookings City Charter, Section 7.01 (a) Conflicts of Interest provision; Be tolerant, respectful and attentive to divergent ideas, suggestions and opinions; Maintain and respect the confidentiality of private and confidential information, and treat all persons, claims and transactions in a fair and equitable manner; Attend and be actively engaged in all regular and special meetings, including briefings, and public functions where my presence is expected and be prepared in the execution of such; Be a prudent steward of public resources and actively consider the impact of my decisions on the financial and social stability of the City and its citizens; Make decisions based on the merits of the issue with attention to due process and citizen participation; Be knowledgeable and develop an understanding of local, state, and national governmental guidance, directives, regulations and ordinances pertaining to my position. Be prepared to make unpopular decisions based on my interpretation of the public’s best interest; Make decisions and recommendations based upon research and facts involving staff and stakeholders which considers the goals, impacts and the best interest of the greatest number of those affected. It is the policy of the City of Brookings to uphold, promote, and demand the highest standards of ethics from all its Council members. Brookings Council members shall maintain the utmost standards of personal integrity, truthfulness, honesty, and fairness in carrying out their public duties, avoid any Amended: 04/15/2014 28 improprieties in their roles as public servants including the appearance of impropriety, and never use their city position or powers for improper personal gain. The code of ethical behavior will govern members of the City Council. City Council members are encouraged to monitor their compliance and offer constructive recommendations to fellow Council members if necessary. As a member of the City Council, I accept these ideals and policy, and pledge to do in the interest and purposes for which our government has been established. Date Signature Amended: 04/15/2014 29 City of Brookings Governance and Ends Policies - Appendix B City of Brookings Volunteer Code of Ethics Approved May 13, 2002 Volunteer advisory boards, committees and commissions provide a very important service to the City of Brookings. Members of volunteer boards, committees and commissions are often the first and only contact an individual might have with city government. In order to maintain and enhance public trust and confidence in our local government, to achieve equity and social justice, to affirm human dignity, and to better the quality of life for residents of Brookings the members of volunteer boards and committees dedicate themselves to the stewardship of the public trust and therefore embrace the following ideals, seeking to: Uphold constitutional government and the laws of the city of Brookings; Conduct public and private life as to be an example for my fellow citizens; Abstain from voting when a conflict of interest exists in accordance with the Brookings City Charter, Section 7.01 (a) Conflicts of Interest provision; Be mindful of my neutrality and impartiality, rendering equal service to all and to extend the same treatment I wish to receive myself; Be tolerant, respectful and attentive. Avoid comments, body language or distracting activity that conveys a message of disrespect for the presentations from citizens, staff or colleagues; Maintain and respect the confidentiality of private and confidential information; Attend all regular and special meetings, including briefings, subcommittee meetings and public functions where my presence is expected; Be prepared by reading all documents pertaining to an issue in advance of the above mentioned meetings or event; Be an active and attentive participant; Be professional in both appearance and manner; and Read, comprehend and comply with local, state, and national governmental guidance, directives, regulations and ordinances pertaining to my position. It is the policy of the City of Brookings to uphold, promote, and demand the highest standards of ethics from all its appointed officials. Brookings City officials shall maintain the utmost standards of personal integrity, truthfulness, honesty, and fairness in carrying out their public duties, avoid any improprieties in their roles as public servants including the appearance of impropriety, and never use their city position or powers for improper personal gain. The code of ethical behavior will govern members of all City of Brookings boards, committees and commissions. Volunteers are responsible to self-monitor their behavior. Concerns regarding a volunteer’s behavior should be reported to the City Manager. Deviation from this Code of Ethics may result in removal from the Board. As an appointed official, I accept these ideals and policy, and pledge to act in the interest and purposes for which our government has been established. Date Signature City of Brookings Staff Report Brookings City & County Government Center, 520 Third Street Brookings, SD 57006 (605) 692-6281 phone (605) 692-6907 fax File #:ID 2015-0176,Version:1 City Council Ex-Officio Reports. Summary: Pursuant to council direction, “City Council Member Ex-Officio Reports” will be a standing agenda item at all Council Study Sessions. The Council Members that serve as Ex-Officio members on the Brookings Health System Board of Trustees and Utility Board will provide verbal reports regarding recent meetings they have attended. Brookings Municipal Utility Board: 1.Council Member Niemeyer 2.Council Member Hansen Brookings Health Systems Board of Trustees: 1.Council Member Kubal 2.Council Member Corbett City of Brookings Printed on 3/11/2015Page 1 of 1 powered by Legistar™ City of Brookings Staff Report Brookings City & County Government Center, 520 Third Street Brookings, SD 57006 (605) 692-6281 phone (605) 692-6907 fax File #:ID 2015-0177,Version:1 Identify topics for future study session (motion required). Summary: Any Council member may request discussion of any issue at a future meeting only. Items cannot be added for action at this meeting. A motion and second is required stating the issue, requested outcome, and time. A majority vote is required. City of Brookings Printed on 3/11/2015Page 1 of 1 powered by Legistar™