HomeMy WebLinkAboutFinance 11-10-05 ST. CROIX COUNTY
NOTICE OF COMMITTEE MEETING AND AGENDA
TO: Chairman Buck Malick
St. Croix County Board
FROM: Ralph Swenson, Chair
COMMITTEE TITLE: Finance
DATE AND TIME: Thursday, November 10, 2005 -- 8:00 A.M.
LOCATION: Room 1281, St. Croix County Government Center, 1101 Carmichael Road, Hudson,
Wisconsin
CALL TO ORDER
ROLL CALL
ADOPTION OF AGENDA
DATE OF NEXT MEETING: December 8, 2005 8:00 A.M.
ACTION ON PREVIOUS MINUTES: October 6, 2005
UNFINISHED BUSINESS:
NEW BUSINESS:
1. Review of Vouchers
2. Treasurer Report
a. Monthly Reconciliation Report
b. Selection of County Bank
3. County Clerk Report
a. Reimbursement Due Listing Officials For Listing Dogs for 2005
4. Finance Director Report
a. Financial Reports
5. Administrative Coordinator Report
a. City of New Richmond Request re: Road Improvement Connection of CC to K (9:00 a.m.)
b. Consideration of Changing Date for December Finance Committee Meeting
6. Request from Planning and Zoning Committee for Office Remodeling Funding **
CORRESPONDENCE: Letter from St. Croix Valley YMCA regarding their interest in acquiring
County owned property in Hudson. Letter from City of Hudson regarding their interest in acquiring
County owned property in Hudson **
ADJOURNMENT (Agenda not necessarily presented in this order)
COPIES TO: County Board Office News Media/Notice Board
County Clerk County Board County Departments
* *ADDITIONS /CHANGES /CORRECTIONS
1:49 PM 11/8/2005 11
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MINUTES
FINANCE COMMITTEE
NOVEMBER io, oo
Meeting called to order by Vice Chair Krueger at 8:00 a.m. Present: Clarence Malick, Esther Wentz,
Daryl Standafer and Stan Krueger. Absent and excused: Ralph Swenson. Staff present: Administrative
Coordinator Chuck Whiting, Finance Director Michelle Pietrick, and County Clerk Cindy Campbell.
Media: Judy Wiff.
Motion by Wentz, 2" d by Standafer to adopt the agenda. Carried unanimously. The date of the next
meeting is December 8, 2005 which may change under item 5b on today's agenda. Motion by Malick,
(2 "d by Standafer to approve the September 28, 29 and 30 Budget Review minutes and the October 6,
2005 minutes. Carried unanimously.
1. Review of Vouchers. Malick reported he did not find anything to bring to the
committee's attention.
i
2. Treasurer's Report.
a. Monthly Reconciliation Report. Review of the September 2005 reconciliation report
as submitted by County Treasurer Cheryl Slind. Motion by Malick, 2 " by Standafer to accept the
report. Carried unanimously. Review of ag -use penalty report. Discussion regarding acreage amounts
from assessors and the need for town boards to be active with the assessors. Krueger suggested Slind
report this information to the Planning and Zoning Committee on December 13`
b. Selection of County Bank. Scott Wagner and Laurie Malchow were present from the
First National Bank of Hudson. In August, Slind and Management Systems Specialist Dana Baker
prepared a Request for Proposal (RFP) for banking services for the County. Slind explained the
process was thorough and complex. RFPs were sent the first of October and were due Friday,
November 4` The current County depository is the First National Bank of Hudson. Standafer
confirmed Citizens State Bank did not bid and the Citizens Bank listed is out of Michigan. Slind
explained August quantities were given to the banks for use in their figures. The scoring was done in
two categories: 350 possible points for technical and 650 possible points for cost total. Discussion
regarding the ranking process. The RFP was put together by using five different models with eleven
different sections, eight of which were scored. Malick asked if any of the banks submitted an objection
to the process. Slind stated she did not receive any objections, only comments regarding the difficult
process. Discussion regarding earnings credit. Pietrick stated all came back with earnings credits and
added this as part of the interest component. Slind stated based on the scoring it is recommended Wells
Fargo be the County's bank for the next two years beginning January 2006 and added she is very
appreciative of First National Bank of Hudson's service for the last three years. Pietrick confirmed
every bank in the County received an RFP. Standafer commented on the use of an objective RFP
process and that every bank was evaluated on the same criteria. Motion by Standafer, 2 " by Malick to
concur with the recommendation brought forward by Pietrick and Slind establishing Wells Fargo Bank
as the County depository for two years effective January 2006. Carried unanimously.
3. County Clerk Report.
a. Reimbursement Due Listing Officials For Listing Dogs for 2005. County Clerk
Cindy Campbell distributed the proposed resolution listing reimbursement for listing dogs for 2005.
Campbell indicated this resolution routinely goes to the County Board without committee approval.
Corporation Counsel suggested this be brought to the Finance Committee then to County Board.
Motion by Standafer, 2 nd by Wentz to approve. Carried unanimously.
4. Finance Director Report.
a. Financial Reports. General Fund Cash and investments balance as of
September 2005 was $22,676,682.43. Pietrick indicated one CD matured on October 18, 2005. She
met with the County's investment advisor to review cash flows and received some investment ideas
from him. Pietrick indicated that will factor in how much money to leave in the operating accounts and
she may be able to invest more money long -term. 2005 Contingency Fund balance is $222,888.08.
2005 Sales Tax received in October 2005 for August 2005 sales are $462,479.23. Pietrick indicated
the Department of Revenue has put together a task force to work on the sales tax issue. Pietrick
indicated the reason why revenues are behind is because the County is not getting credit for car sales.
The state estimates we should have collected an additional $300,000 for car sales which will meet our
budgeted revenues for sales tax. Revenue and summary reports through October 2005 were reviewed.
Pietrick will review revenues with Planning and Zoning and indicated some grants are running behind
in reimbursements. Krueger expressed his thanks to Pietrick for her assistance with the cost analysis in
Planning and Zoning.
5. Administrative Coordinator Report.
a. City of New Richmond Request re: Road Improvement Connection of CC to K
(9:00 a.m.) Present were Bob Barbian, Economic and Planning Director from the City of New
Richmond and Glen Van Wormer from Short, Elliott, Hendrickson, Inc (SEH). Van Wormer
distributed drawings showing the current plans for the Highway 64 project near New Richmond. Van
Wormer stated the proposed design is approximately ten years old. Discussion regarding the
preliminary map showing a "Jug Handle Concept" prepared by SEH for this project, and a map
showing plans of an interim solution which includes a frontage road from County Road K to Wall
Street. Whiting stated the Transportation Committee has reviewed and approved the concept. The
timeframe for implementing is based on the need and when necessary. Van Wormer stated they are
working with the Highway Department and DOT.
Van Wormer is seeking conceptual approval of the roadway provided on the preliminary map and to
move forward with the interim solution which adds a frontage road and a stop light. Whiting stated
there are several issues for consideration including what the DOT is seeing for the future at this
particular intersection and the potential for development of this property.
Malick made three observations regarding the proposed interim solution map: the stoplight to include a
fourth light for left -hand turn; the city has authority with what the state statutes call "official mapping"
and a tool that could be used with respect to the future rights -of -way and other things contemplated;
and, is there a need for a northwest jug handle link with concerns about traffic stacking. Van Wormer
indicated there is no stacking alternative needed and official mapping is the intent but this matter needs
be discussed with the County first.
Krueger would like to see joint meeting with Transportation Committee. Whiting indicated the
Transportation Committee is okay with concept and stressed the committee's point that it does not want
the County to pay for anything. Discussion regarding Tax Incremental Districts.
Malick would like to review this matter next month when Chair Swenson is present. Motion by
Malick, 2 "d by Wentz to approve the concept of the end points as shown from Wall Street and the new
intersection with the traffic signal with the understanding the traffic signal includes a left turn signal
which is shown on Interim Solution. Standafer agrees with the concept and added the County needs to
preserve its options. Barbian stated the City respects the fact that this is the County's property. Carried
unanimously.
Malick commended the City on its planning and the decision to squaring the intersection. Brief
discussion regarding locating a Park -n -Ride in this area.
b. Consideration of Changing Date for December Finance Committee Meeting.
Whiting has a conflict with the December 8` Finance Committee meeting. The December meeting
was re- scheduled for December 7, 2005 to begin at 9:30 a.m. Future meetings will begin at 8:30 a.m.
6. Request from Planning and Zoning Committee for Office Remodeling Funding. Jan Zoerb
and Dave Fodroczi were present. Zoerb indicated the Planning and Zoning Committee unanimously
requested their presence at this meeting to consider line item changes in the 2005 budget. Fodroczi
stated they have gone through the process of redesigning the Planning and 'Zoning suite which did not
make the 2006 budget. The projected cost was under $100,000. The Planning and Zoning Committee
met with staff to discuss other options for space needs. Fodroczi presented changes to the original plan
including eliminating the permanent walls in the original proposal. The total cost adjusted to $53,139.
Fodroczi indicated there was discussion regarding the possibility of moving the Economic
Development office to the conference room next to the Planning and Zoning suite. The Planning and
Zoning Committee request the Finance Committee consider the following: approve relocation of EDC
staff to the conference room (Room 1216); approve carryover of $20,000 budgeted in 2005 budget
specifically budgeted for remodeling; and approve line item transfers and carryover of $35,000 in 2005
budgets (specifically $15,000 in personnel cost savings (Septic Inspections), $10,000 in contractual
services cost savings (Septic Inspections); and $10,000 in equipment purchase savings (Zoning)).
Zoerb indicated this is very important to the Planning and Zoning Department and added the value to
go forward with the remodeling to increase efficiency and improve the general operation of the
department. Fodroczi indicated the revenues are up, likely over $100,000 greater than estimated.
' Standafer expressed concern regarding delaying services and timely receipt of permits. Discussion
regarding validity of delaying personnel and contractual services. Malick expressed concerns including
the loss of a conference room, larger than necessary space for EDC, and the use of the lunch/break
area. Motion by Malick, 2" d by Standafer to table this matter to the next meeting and request Building
Services Director Ralph Robole to get involved in the analysis and asked the committee to specifically
look for a way to do this without using the conference room. Fodroczi indicated time is a concern
because of the cyclical workload and it is important this be done in the first quarter of the year.
Discussion regarding consideration that the Finance Committee closely evaluates the use of the large
lunchroom to use that space for conference rooms. Carried unanimously.
Correspondence: Letters from St. Croix Valley YMCA and the City of Hudson regarding
their interest in acquisition of County -owned property in Hudson. Whiting indicated with the
discussion regarding appraisal on the Govt. Center property it generated letters from the
YMCA and the City of Hudson. Whiting indicated Dana Baker has put together an RFP for
selection of the appraiser. Malick noted the letter from the city requesting a right of first
refusal. Whiting will place progress report on appraisal status on next month's agenda.
Meeting adjourned at 11:25a.m.
Esther Wentz, Secretary
Cindy Campbell, Recording Secretary