HomeMy WebLinkAboutPrelim - HA- 06/28/2018 DRAFT
PRELIMINARY MINUTES 3r•A
PALM DESERT HOUSING AUTHORITY MEETING
THURSDAY, JUNE 28, 2018
CIVIC CENTER COUNCIL CHAMBER
73510 FRED WARING DRIVE, PALM DESERT, CA 92260
I. CALL TO ORDER - 3:00 P.M.
Chairman Jonathan convened the meeting at 3:06 p.m..
II. ROLL CALL
Present: Absent:
Member Jan C. Harnik Vice Chairman Susan Marie Weber
Member Kathleen Kelly
Member Gina Nestande
Chairman Sabby Jonathan
Also Present:
Lauri Aylaian, Executive Director
Robert W. Hargreaves, City Attorney
Rachelle D. Klassen, Secretary
Lori Carney, Director of Administrative Services
Russell Grance, Director of Building & Safety
Ryan Stendell, Director of Community Development
Martin Alvarez, Director of Economic Development
Janet M. Moore, Director of Finance/City Treasurer
Tim Jonasson, Interim Director of Public Works
Andy Martinez, Admin. Sgt., Palm Desert Police/Riverside Co. Sheriff's Dept.
Grace L. Rocha, Deputy City Clerk
III. ADJOURN TO CLOSED SESSION
Request for Closed Session:
None
With Housing Authority Board concurrence, Chairman Jonathan adjourned the
meeting to Closed Session of the City Council at 3:07 p.m. He reconvened the
meeting at 4:03 p.m.
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PALM DESERT HOUSING AUTHORITY MEETING JUNE 28, 2018
IV. RECONVENE REGULAR MEETING - 4:00 P.M.
A. REPORT ON ACTION FROM CLOSED SESSION.
None
V. CONSENT CALENDAR
A. MINUTES of the Housing Authority Meeting of June 14, 2018.
Rec: Approve as presented.
B. CLAIMS AND DEMANDS AGAINST THE CITY/HOUSING TREASURIES -
Warrants Dated 6/8/2018 and 6/15/2018 (Joint Consideration with the
Palm Desert City Council).
Rec: Approve as presented.
C. HOUSING COMMISSION MINUTES for the Meeting of May 9, 2018.
Rec: Receive and file.
D. REQUEST FOR AWARD OF CONTRACT to Southwest Protective Services,
Inc., d.b.a. Southwest Security, for Courtesy Patrol Services at the
Housing Authority Properties in a Total Annual Amount Not to Exceed
$120,528 (Contract No. HA37200).
Rec: By Minute Motion, authorize: 1) Waiving any and all irregularities and
award subject contract to Southwest Protective Services, Inc., d.b.a.
Southwest Security, Indio, California, for Courtesy Patrol Services at
the Authority Properties in a total annual amount not to exceed
$120,528 (includes annual cost in the estimated amount of$100,440
and up to $20,088 for additional services to be requested, as
needed); 2) RPM Company, the Authority's contracted management
company,to enter into a contract with Southwest Protective Services,
Inc., d.b.a. Southwest Security, for Courtesy Patrol Services for the
routine and additional services needed; 3) Executive Director to take
any necessary actions to facilitate the contract—monies are available
in the Authority's Operating Budget in the appropriate Authority
Accounts for each property.
Upon motion by Kelly, second by Harnik, and 4-0 vote of the Authority Board(AYES:
Harnik, Kelly, Nestande, and Jonathan; NOES: None; ABSENT: Weber), the Consent
Calendar was approved as presented.
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VI. CONSENT ITEMS HELD OVER
None
VII. RESOLUTIONS
None
VIII. NEW BUSINESS
None
IX. CONTINUED BUSINESS
A. MINUTES OF THE HOUSING AUTHORITY MEETING OF MAY 24, 2018
(Continued from the meeting of June 14, 2018).
Member Harnik moved to, by Minute Motion, approve the Minutes of the Housing
Authority Meeting of May 24, 2018. Motion was seconded by Nestande and carried by a
4-0 vote (AYES: Harnik, Kelly, Nestande, and Jonathan; NOES: None; ABSENT: Weber).
X. OLD BUSINESS
None
XI. PUBLIC HEARINGS
A. REQUEST FOR APPROVAL OF RESOLUTIONS RELATED TO ADOPTION
OF THE FISCAL YEAR 2018-2019 BUDGET AND CAPITAL
IMPROVEMENT PROGRAM (JOINT CONSIDERATION WITH THE
PALM DESERT CITY COUNCIL).
Ms. Moore stated that in May the City Council met for two fascinating study
sessions about the budget. Staff is asking for approval of the annual Budget,
General Fund, the Five-Year Capital Improvement Budget, and all the other
City funds. The primary fund used to fund the City's operations is the
General Fund, and it is balanced as it stands with approximately$58 million
in anticipated revenues and slightly less for estimated expenditures with a
small surplus. Both revenue and expenditures increased approximately 3%
over Fiscal Year 2017-2018. The largest portion of the General Fund Budget
is the public safety portion, which is $35.5 million of the budget this year.
The Budget also includes a five-year capital improvement budget and the
first year's program budget is estimated at $23 million. Funding is identified
for all of the projects. Staff has a couple of informational items to bring to
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Council's attention with respect to the Reserves. She recalled for the City
Council that at the study session there was extensive conversations about
the Reserves and methods by which the City would allocate to certain funds.
Staff will bring forward a report with comprehensive information on those
reserves at a future meeting in August or September. Secondly, another item
staff will bring forward for Fiscal Year 2018-2019 is a request for the City
Council to consider whether or not it would like to go out for Request For
Proposals for a fee study. She concluded her presentation by stating there
were no other substantial changes to the Budget from what was presented
at the study session. She offered to answer questions.
Ms. Aylaian called attention to two additional items as follows: 1) The Palm
Desert Employee Organization Memorandum of Understanding (MOU) was
supposed to have been included in the packet, but it was not. However, it
was provided to the City Council today, stating she hoped they had an
opportunity to read it. Essentially, the MOU reflects that a Cost of Living
Allowance (COLA) will be provided in the amount of 2% this year, 2% for
next year, and the Consumer Price Index (CPI) will not be revisited until the
following year; 2)A memorandum was provided to the City Council regarding
requests made by The Living Desert and the McCallum Theatre for
partnership with them and the programs they provide for the City, residents,
and visitors. Their programs were discussed at the study session, but were
not resolved at that time. The Living Desert request includes a$200,000 per
year for each of the next five years. Additionally, the McCallum Theatre
requested $200,000 per year for each of the next six years. Both of these
requests are included in the Capital Improvement Program (CIP) Budget.
If the City Council approves the Budget as presented, these two items will
come back with specific agreements regarding how the money would be
used. It will also be the opportunity for Council to have greater discussion
and consideration on the two allocations. For now, those two allocated
amounts are included in the Budget as proposed.
Mayor/Chairman recalled that the initial request from both entities was for
Capital Improvement Projects (CPI), but it was determined that because it
was for a capital improvement project, it would trigger prevailing wage
requirements. He asked if the memo indicates the benefit of its donation
might be exceeded by an increase cost resulting in prevailing wages.
Therefore, he believed the City needed to come up with a Plan B. He said
ideas were floated at the study session, and he understands parties will
come up with an agreement for the recognition the City will receive in
exchange for the donation, but what if it doesn't. He questioned if by
approving the proposed budget this evening, did it commit the City to the
contribution.
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Ms. Aylaian answered no, stating approval allocates the money should the
City Council approve an agreement in the future.
Councilmember/Member Kelly inquired about the allocation for a new Palm
Desert iHub, questioning if discussions and research were ongoing for the
City to make that happen.
Ms. Aylaian said it was very actively being pursued.
Councilmember/Member Kelly asked staff to share some information about
Palm Desert's current posture on Unfunded Pension Liability, because it's a
topic the public always seems to be interested in.
Ms. Moore stated last year at the end of Fiscal Year 2016-2017, Council
authorized a one-time payment. In addition, Council has taken a different
stand with regard to paying on an ongoing basis on Unfunded Liability. The
City will now pay it up-front in July prior to July 31, which brings a fair amount
of savings to the City. However, with all of those new things the City has
done, and the payments that have been made, Unfunded Liability is
approximately $34 million, established by an Actuary just received. At this
time, she only had a draft report, but it places the City at 71% funded, which
is significantly up from a prior year funding, which was at 66%. Therefore,
staff has seen an increase by making those payments. Staff has not seen
the effects of the reduction of the discount rate from 7.5% to 7%, but it is
being watched as staff tries to make every effort to mitigate that by making
extra payments when it can. The Actuary report provided the City some
options with respect to amortization, which she will include in the packet
when Council receives the Reserve Study. One of the reserves identified
was employee benefits' stability, so it's one of the things Council might see
as an option. By increasing payments throughout the next several years,the
City could see significant savings from that Unfunded Liability.Although,staff
will not be making a recommendation as to any future contributions, it
wanted Council to have the information so it could see there could be a
savings if the City pays on a routine basis for the next few years up-front for
that pension. She has looked at the rates for the next several years, and the
normal rate will continue to go up, which was a little over 11% this year, and
she saw an estimate of 13%. Those rates are not related to the Unfunded
Liability, those are only the normal rates, but those will go up as well.
Mayor/Chairman recalled that a couple of years ago at the Audit, Investment
& Finance Committee, there was discussion whether it would make financial
sense to pay down the liability significantly or completely, and at that time,
there was an elaborate explanation that it was not financially beneficial. He
asked if staff was periodically reviewing that question, and was it still not to
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the City's benefit financially to make a significant or complete pay down of
the Unfunded Liability.
Ms. Moore replied she wasn't sure what context that discussion was about,
and she's not positive that not paying the Liability is to the City's benefit.
Keep in mind the discount rate being 7%, 7.38%, or 7.5% is also the rate the
City is paying on that money it owes CaIPERS, which is a fair amount. It's a
little bit of a misnomer to say you could pay off the pension liability, because
a neighboring city attempted to do so, and within a year they had an
unfunded liability, which was due to the changes in CaIPERS and the actual
assumptions it makes every year. Again, she would not say that it would not
be beneficial to the City to pay it off, but that it should make efforts toward it,
and it has to the extent possible. Her concern continues to be, in what she
would call, a consistent payment over a period of time. She is concerned
about the normal pension rate going up, because it's also impacted by new
salary plans, which also affects the employer rate. Mainly, because
CaIPERS is expecting a minimum amount to be paid toward the amount due
to pay pensions in the future. At the end of the year, she and Assistant
Finance Director look to see if there are monies available for the City Council
to consider as a payment to CaIPERS.
Mayor/Chairman Jonathan declared the public hearing open and invited anyone
wishing to address this matter to come forward at this time.
MR. ALLEN MONROE, President/CEO of The Living Desert (TLD), stated
they have been proud members of the community for almost 50 years. They
are grateful for the support received from the local community both the
residents and City government. They have been growing in recent years,
finishing their fiscal year with their fourth year in a row of record setting
attendance with more than 450,000 guests; this includes all age groups.
They are especially proud of the more than 100,000 school-aged children
that have an opportunity to visit the park and learn about the natural world.
He said TLD is a critical part of the tourism infrastructure in the Valley that
supports local hotels, restaurants, resorts, and local businesses. It
generates almost $50 million a year in economic development back into the
local business community. To improve the park and care for the next 50
years, they are currently investing$30 million into their facility to improve the
guest experience. The first phase includes the new entry complex that will
vastly improve ticketing and membership services, and a new gift shop and
garden space, which will open this fall. Of course, the City Council will
receive an invitation to that opening on November 2, 2018, at 11 :00 a.m.
The second phase of construction will include new habitats for lions and
rhinos to help tell the conservation stories of those critically endangered
species. They are asking the City of Palm Desert to help them continue their
tradition of excellence by supporting their programs and ensuring the world
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is a better place. It's an investment that pays real dividends to the City. The
money will be spent wisely, because TLD is the only nonprofit in Palm Desert
that receives a four-star rating from Charity Navigator, a third-party impartial
service that looks at overhead costs, transparency, and success in
accomplishing their mission. He hopes the City Council will continue to give
them the support they need to build toward a brighter future.
Mayor/Chairman Jonathan noted that part of TLD is physically situated in the
City of Indian Wells, stating he assumed Mr. Monroe has spoken to those
folks requesting their level of support.
MR. MONROE replied they have made a request and they are still working
on the details.
Mayor/Chairman Jonathan thanked Mr. Monroe for all the hard work and the
contribution in making Palm Desert so special.
With no further testimony being offered, Mayor/Chairman declared the public
hearing closed.
Councilmember/Member Harnik stated she talked to the Director of Finance
regarding the following issue she is proposing for consideration. She noted
that a couple of weeks ago the City Council received from the City Manager
a report on the Jacqueline Cochran Regional Airport Authority. She said this
was the first year she has been a representative on that Joint Powers
Authority (JPA), and she went back and looked at the bylaws and slowly but
surely, all power from that JPA was taken from the participants. To the point
now that Palm Desert or any other member of that JPA is strictly advisory.
When you attend meetings, you are informed as to what is going to happen.
She suggested not joining the JPA, stating the City of Indian Wells is also
making that consideration. There may come a time when that airport is really
important to the growth of the east valley and perhaps members of that JPA
have some power in the direction of development, but at this point it doesn't.
If it changes, the City can review it at that time. She requested $12,500 be
taken out of the General Services line item and use it elsewhere, because
she doesn't see a return on investment. Secondly, the City sponsors
Coachella Valley Economic Partnership (CVEP) with $50,000 every year.
She requested staff get the check out to them as soon as possible, adding
they did a remarkable job of getting the check to them last year, and it would
be great if they could do it again this year.
Councilmember/Member Kelly questioned if it might be more seamless to
request that the City's continued participation in the Jacqueline Cochran
Authority be agendized as a specific topic ratherthan just deleting the budget
line.
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Councilmember/Member Harnik replied it wasn't a budget line, it was a piece
of a specific budget line. At this time, she requested not to renew for this
year. If Council wants to revisit for next year that would be fine, but for this
year she was suggesting the City not give them the $12,500, stating there
are better uses for those funds.
Councilmember/Member Kelly asked if Council will need to separately
address at some point whether it will continue to be part of the JPA.
Mr. Hargreaves said he hasn't reviewed the agreement, so he didn't know
exactly what commitment was made there, but typically the JPA adopts an
annual budget and then they go back to constituent cities for approval of
their budget. At this point, if the City deletes that item from the budget, it can
notify the JPA. If they have a response, they can always be added to the
agenda at a subsequent time. Approval of today's budget is not necessarily
a definitive action and/or the alternative can be to leave it in the budget, but
not act upon it, and schedule the topic at a subsequent meeting to figure out
what the whole situation is about.
Councilmember/Member Harnik reiterated the City had absolutely no power
in it and it didn't strike her as well-spent funds. She said this issue can be
reviewed every year if there is a change or need.
Mayor/Chairman Jonathan said he liked the fact that if the JPA had an
objection, they still have the ability to come to the City Council, and Council
could change its mind as well. He thanked Ms. Moore and the finance team
on a balanced budget that is a substantially a work of art. He added that
every year the City gets audited and everything is clean, and it gets awarded
with a badge of excellence.
Councilmember/Member Harnik, moved to: 1) Waive further reading and adopt:
a) Resolution No. 2018-56, adopting the Budget and Capital Improvement Program (CIP)
for the Fiscal Year of July 1, 2018, through June 30, 2019, as amended with deletion of the
Jacqueline Cochran Regional Airport Authority Dues ($12,500); b) Resolution No.
2018 - 57, establishing the Appropriations Limit for the Fiscal Year 2018-2019;
c) Resolution No. HA- 86, adopting a Palm Desert Housing Authority Budget for the Fiscal
Year of July 1 , 2018, through June 30, 2019; d) Resolution No. 2018 - 58, the Staffing
Allocation and Salaries Resolution, setting the FY 2018-2019 Salary Schedules, Salary
Ranges, and Allocated Classifications; 2) By Minute Motion: a) As unanimously approved
by votes cast by the Palm Desert Employees Organization (PDEO) Members, approve a
side letter, dated June 28, 2018, to the Memorandum of Understanding (MOU) with the
PDEO dated June 8, 2017; b) approve Out-of-State Travel, as listed in the attached
memorandum of the same name. Motion was seconded by Nestande and carried by a 4-0
vote (AYES: Harnik, Kelly, Nestande, and Jonathan; NOES: None; ABSENT: Weber).
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XII . REPORTS, REMARKS, AND AUTHORITY BOARD ITEMS REQUIRING ACTION
A. EXECUTIVE DIRECTOR
None
B. AUTHORITY COUNSEL
None
C. CHAIRMAN AND MEMBERS OF THE AUTHORITY
None
XIII. ORAL COMMUNICATIONS - C
None
XIV. ADJOURNMENT
With Authority Board concurrence, Chairman Jonathan adjourned the meeting at
7:39 p.m.
SABBY JONATHAN, CHAIRMAN
ATTEST:
RACHELLE D. KLASSEN, SECRETARY
PALM DESERT HOUSING AUTHORITY
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