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Morrisville Town Council Work Session Work Session May 16, 2017, 6:30 PM

1. Call to Order

2. Parks and Greenway Master Plan Discussion2.a. Parks Master Plan Presentation

Morrisville PRCR Master Plan COUNCIL 051617.pdf

3. Merit Pay Update3.a. Budget Presentation

FY2018 Budget Work Session May 16TH (003).pdf

4. Lapse Salary Report Update

5. Budget Preview/Retreat Follow-Up Questions

6. Fund Balance/Cash Flow/Long Range Forecast

7. CIP Check-In

8. Town Council Discussion

9. Adjournment

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Town Council Agenda Item Report

Agenda Item No. 2017-135-0Submitted by: Erin HudsonSubmitting Department Administration Meeting Date: May 16, 2017

SUBJECTParks Master Plan Presentation

Recommendation:

Updates/History of Briefing:

Executive Summary and Background Information:n/a

Potential Options:n/a

Staff Recommendation:n/a

ATTACHMENTS Morrisville PRCR Master Plan COUNCIL 051617.pdf

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MORRISVILLE, NC

COMPREHENSIVE PARKS &

RECREATION MASTER PLANMAY 16, 2017

Town Council Strategy & Feedback Sessions

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Agenda

Team Introduction & Overview of Master Planning

Process

Review of Demographics and Recreation Trends

Discussion: Strengths/Weaknesses

Park facilities & maintenance

Park operations & staffing

Park programs

Benchmarking & Level of Service - Update

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Rachel Cotter – McAdams

Margaret Bransford – PROS

Michael Vampran – McAdams

Master Plan Team

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Master Plan Process

Inventory + Analysis

Vision + GoalsNeeds +

Standards/Trends

Master Plan

DevelopmentAction Plan

Existing Conditions

Community Input

Recommendations + Strategies

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Demographic Overview – Town Limits

2016 Total Population

23,174

2016 Total Households

9,354

2016 Population Median Age

34.1

2016 Median Household Income

$86,836

2016 Minority Percentage

51%

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Population Growth – Town Limits

8

Population Growth – 2 Mile Buffer

9

10

$4

1,1

23

$4

4,0

57

$2

5,9

20

$2

9,4

72

$8

6,8

36

$8

9,9

29

$4

6,8

68

$5

4,1

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M OR RISVILLE 2 - M ILE B UF FER N OR TH CA R OLINA

U.S.A .

COMPARATIVE INCOME CHARACTERISTICS

Per Capita Income Median Household Income

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General Sports Trends - Local

TOWN LIMITS 2-MILE BUFFER

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Fitness Trends - Local

TOWN LIMITS 2-MILE BUFFER

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Outdoor Activity Trends - Local

TOWN LIMITS 2-MILE BUFFER

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• Facilities

• Operations & Staff

• Programs

SWOT Analysis

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• 9 Active / Managed Parks: 136.97 ac

• Open space: 64.01 ac

• Other Maintained: 1.90 ac

Facility Summary

Standard Town of

Morrisville

NRPA Standard Deficiency

Acres Parkland per

1,000 Population

5.91ac 9.6ac 85 ac

Number of Parks per

Population

1 / 2,575

= 9 parks

1 / 2,266

= 10 parks

1 park

*all figures are based on 2016 population data

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Operations & Staff Summary

92% of the community believe well-maintained parks add to the quality of life in the community.

Standard Town of

Morrisville

NRPA Standard Deficiency

Operating Budget

per Capita

$60.04 $77.32 $17.28

% Expenditure

Recovery via

Revenue Generation

60.5% 29.1% +40.0%

Number of FTE Staff

per 10,000 residents

4.8 7.3 2.5

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Catalyst Questions

• Do you find existing parks are large enough and

distributed frequently / evenly throughout the

community?

• Do you find the existing facilities offer a diverse

range of recreation opportunities to meet resident

needs and interests?

• Do you find existing facilities are able to support

the demand for programs?

Strengths & Weaknesses

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Catalyst Questions (cont.)

• Are there specialty facilities lacking at existing

facilities (ie, splash pad, ropes course,

environmental education, skate park / pump track)

• What are the pro’s and con’s of offering programs

to residents vs non-residents?

Strengths & Weaknesses

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Catalyst Questions (cont.)

• What compliments or constraints do you hear from

your constituents?

• Do you feel the current program offerings are

appropriate for the demographics trends?

• Do you find the UDO requirements regarding open

space and public recreation space dedication /

fee-in-lieu effective?

Strengths & Weaknesses

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Benchmark Communities

Holly Springs

Wake Forest

Apex

Matthews / Davidson /

Cornelius

Flower Mound / Sugar

Land, TX

Plainfield, IN

Demographics

Geography

Budget

Similar/Aspirational

CAPRA

Relationship

5-7 COMMUNITIES METRICS FOR ID

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Level of Service Worksheet

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Thank you!

Rachel Cotter

cotter@mcadamsco.com

Margaret Bransford

Margaret.Bransford@prosconsulting.com

Next Steps

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Town Council Agenda Item Report

Agenda Item No. 2017-136-0Submitted by: Erin HudsonSubmitting Department Administration Meeting Date: May 16, 2017

SUBJECTBudget Presentation

Recommendation:

Updates/History of Briefing:

Executive Summary and Background Information:n/a

Potential Options:n/a

Staff Recommendation:n/a

ATTACHMENTS FY2018 Budget Work Session May 16TH (003).pdf

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FY2018 Annual Operating Budget

Building Connections * May 16, 201725

Discussion Topics

• Parks and Greenway Master Plan Discussion

• Merit Pay Update

• Lapse Salary Report Update

• Budget Preview/Retreat Follow Up Questions

• Fund Balance/Cash Flow/Long Range Forecast

• CIP

• Town Council Discussion

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Parks & GreenwayMaster Plan Update Discussion

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FY 2018 Budget TopicsMerit Pay Update

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Merit Pay – Plan HistoryFY 2010 No Pay Adjustment

FY 2011 Lump Sum Only – No Salary Adjustment

FY 2012 Merit Split into Base Salary Adjustment & Lump Sum PaymentBased on Prior Calendar Year Performance AssessmentMerit Ranged from 1.10% to 6.20%Average Award 3.5% (2.36% to Base Salary)

FY 2013 Same as FY 2012

FY 2014 Same as FY 2013

FY 2015 Same as FY 2014

FY 2016 Same as FY2015Average Award 3.51% (2.49% to Base Salary)

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Merit Pay – Plan History

FY 2017 Merit Pay Plan Modified

• Lump Sums Eliminated

• Modified Percentages Based on Evaluation Ratings for Fiscal Year 2016

0% No Merit Increase

2% Meets Expectations

3% Exceeds Expectations

4% Far Exceeds Expectations

• Average Merit 2.66%

• Average Salary $55,410

• Employees on Intro Period Not Eligible

• Pro-Rated Merit for Employees < 1 Year Service 30

Performance Rating Distributions

FY 2016

Total Evaluations – 151

0 Rating (2) 1.32%

1 Rating (61) 40.40%

2 Rating (78) 51.66%

3 Rating (10) 6.62%

Average Salary - $54,780

FY 2017

Total Evaluations – 136

0 Rating (1) 0.74%

1 Rating (57) 41.91%

2 Rating (64) 47.06%

3 Rating (14) 10.29%

Average Salary - $55,820 31

FY 2018 Merit Pool

3.0% Average Merit $ 286,000

0.5% Market Pay Adjustments 50,000

Taxes (28%) 93,900

Merit Pool $ 429,900

Average Salary $ 55,966

Merit Based on FY 2017 Performance Evaluations (In Progress)

Actual Average Expected to Be Comparable to Prior Years

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Market Adjustments

• Salary Adjustment w/in Range Outside of Merit

• Market Based on Peer Comparisons (NCLM Data)

• Review Based on Actual Salaries (not pay ranges)

• Not “Across the Board” adjustments

• Factors Influencing Market Adjustment

• Level of Responsibility/Type of Work

• Recruitment/Retention

• Equity for Comparable Jobs

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Market Adjustment Examples

Identified Positions That May Be Under Market

• Selected Department Heads

• Selected Administrative Positions

• Public Works Mid Level Supervisors

• Development Services Mid Level Managers

• Police (Based on Rank and Compression)

• Fire Prevention

• Inspections Staff

• Mayor and Council (Propose Inclusion in Merit) 34

FY2018 Budget TopicsLapse Salary Report Update

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FY 2017 Lapse Salary Usage

September 2016 Police Uniforms $ 4,343

December 2016 Fire Chief Recruitment 27,950

Total 1st Half Year $ 32,293

February 2017 Info Technology Support $ 17,000

February 2017 Fire Apparatus Repairs 25,000

March 2017 Park Security (Bathrooms) 8,700

March 2017 Police In Car Cameras 55,335

April 2017 Inspections Dir Recruitment 1,000Total 2nd Half Year $ 107,035

TOTAL $ 139,32836

FY 2018 Budget TopicsReview of Q&A

• Retreat

• Budget Preview

• May 9 Work Session 37

Budget Preview /Retreat Follow-up Questions

Q&A Supplement

• Debt Capacity

• User Fees

• Stormwater Program

• Transportation Planner

• K9 Unit

• Payments In Lieu

• Other Items38

FY 2018 Budget TopicsFund Balance

Cash Flow

Long Range Forecast

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Fund Balance

Policy

• 25% - 45% Fund Balance as % of Expenditures

• Unassigned General Fund Fund Balance

• Measured Year End

• Based on Actual Expenditures – Less Transfers

• Generally Grows when Revenues Exceed Expenditures

• Used for Unforeseen Events, Capital Items or Onetime Expenditures

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Fund Balance

Variables

• PO Rollovers

• Subsequent Year’s Fund Balance Appropriation

• Restricted Revenues

• Committed Items

58%66% 65.3%

54.5%57.9%

59.1%63.2% 66.9%

0%5%

10%15%20%25%30%35%40%45%50%55%60%65%70%75%

Unassigned Fund Balance

Unassigned Fund Balance Performance Indicator

Fund Balance High Policy

Fund Balance Low Policy

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Cash Flow

See Handouts

• Project Tracker Update

• Future Funding Forecast & Update

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Long-Range Forecast

• Base Budget & New Priorities

• Opportunities/ Challenges

• Gauges Potential Capacity

• Snapshot Projection

• Decisions Today can Change Future

• Page 100

• Historic Trends & Performance Patterns

• Revenue Characteristics

• Assumes 100% Expenditures

• Standard Assumptions

• Conservative Approach 43

FY 2018 Budget TopicsCIP Check In

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CIP Check-In

FY2015 Policy Adopted

Citizen Survey

FY2016 Evaluated Projects

Prioritized Top Ten

FY2017Aligned Funding

Strategies

FY2018 Citizen Survey

New Project Ideas

Retool Existing

Project Ideas

FY2019 4-Year Cycle Update

Evaluate Projects

Re-Prioritized

Goal Align Funding Strategies

Bring Projects to Fruition 45

CIP Top Ten Projects

Top Ten Status

1 Public Works Facility Renovation Master Plan Study – FY2018

2 Historic Church Parking Lot Expansion Capital Project – Design in Progress

3 Senior Activity Center* Historic Church Improvements

4 Town Green (formerly Main Street Park)

5 Recreation Center in Town Center

6 Sports Facility Improvements

7 Town Center Gateway

8 Crabtree Nature Park Ph 1

9 International Drive Extension

10 Town Center Parking Lot (municipal parking)

Need to create project profiles Morrisville Community Park & Crabtree Hatcher Greenway Extension

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FY 2018 Budget TopicsTown Council Discussion

• Other Information Needs to Make Decisions

• Other Strategic Priorities of Interest

• Q&A Supplement Continues 47

Budget Calendar

May 9 Budget Presentation & Work Session

May 9 Budget Portal Opens

May 16 Budget Work Session

May 23 Public Hearing & Budget Portal Closes

May 30 Budget Work Session (tentative)

June 13 Budget Adoption

Presentation

Work Sessions Discussions

Public Hearing

Adoption

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