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HomeMy WebLinkAbout2006-02-27-Meeting Agenda Finance Committee Meeting Committee Room- 2/27/2006- 2:00 PM FINANCE 1. Approve award of a contract to Edwards-Pitman Environmental, Inc., in the amount of $13,000, for development of the Olde Town Design Guidelines Manual. Attachments 2. Approve Excess Worker's Compensation Insurance with Safety National Casualty Corporation for a deposit premium of $147,883 with a $600,000 SIR (Self Insured Retention). Attachments 3. Consider a request from Mrs. Arthur Holmes for a tax rebate on property at 2439 Peach Orchard Road. Attachments 4. Approve expenditure of SPLOST IV funds in the amount of up to $63,796 allocated for roof replacement at the Records Retention Center. Also, award a contract for installation of high density modular shelving to Modern Business Systems of Augusta in the amount of $36,029.91, increasing storage capacity by 2,000 boxes. This firm was the lowest responsive bidder to RFP #06- 087. Attachments 5. Refund recommendations from the Board of Assessors for 18 accounts. Attachments 6. Consider a request from Mr. Warren Hylton for a waiver of penalty and interest for taxes on property located at 1305 Interstate Parkway. (Map # 022-0-126-01-0, Account #1246728) Attachments 7. Discuss preference of local business program. (Requested by Commissioner Bowles) Attachments www.augustaga.gov 8. Discuss and approve pay raises for elected officials. (Requested by Commissioner Grantham) Attachments 9. Approve a budget Resolution and Amendment increasing revenues and appropriations in the General Fund budget for Animal Services. Attachments Finance Committee Meeting 2/27/2006 2:00 PM Award Consultant Contract for Historic Preservation Department:Planning Commission Caption:Approve award of a contract to Edwards-Pitman Environmental, Inc., in the amount of $13,000, for development of the Olde Town Design Guidelines Manual. Background:In May 2005 the city of Augusta was awarded a Historic Preservation Fund (HPF) matching grant, in the amount of $13,000, to develop a design guidelines manual for the Pinch Gut (Olde Town) National Register Historic District. The Augusta Commission approved a grant award contract with the Georgia DNR on July 25, 2005. On October 20, 2005 the Augusta Procurement Department issued a Request for Proposals (RFP) for the project. Only one firm, Edwards- Pitman Environmental, Inc. submitted a proposal in response to the RFP. Analysis:The project involves hiring a qualified historic preservation consultant to develop the design guidelines manual. The Planning Commission and Historic Augusta will assist the consultant as necessary and provide the required local in- kind match. Planning Commission staff will be responsible for overall management of the project. A five-member selection committee, representing the Olde Town Neighborhood Association, Historic Augusta and the Historic Preservation Commission, reviewed the proposal and endorsed the hiring of the firm. The committee also reviewed samples of the firm’s work and completed a reference check. Financial Impact: This is a reimbursable grant program. As a result, the City will have to make periodic payments to the project consultant and then request reimbursement from DNR. The maximum temporary cost to the City is $13,000.00. The project budget is as follows – HPF Grant - $13,000.00 Local Match - 8,667.00 TOTAL $21,667.00 The sources of the required local match (40% of the project budget) include – ? Historic Augusta & Planning Commission - $7,167.00 in donated labor ? Historic Augusta - $1,000.00 in cash for printing guidelines (50 copies) ? Planning Commission - $500.00 for computerized version of guidelines Alternatives:None recommended Recommendation:Approve the contract with Edwards-Pitman Environmental, Inc. for development of a design guidelines manual for the Pinch Gut (Olde Town) National Register Historic District. Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Finance. Administrator. Clerk of Commission Finance Committee Meeting 2/27/2006 2:00 PM Continuation of Worker's Compensation Excess Insurance Department:Finance / Risk Management Division - David Persaud, Director Caption:Approve Excess Worker's Compensation Insurance with Safety National Casualty Corporation for a deposit premium of $147,883 with a $600,000 SIR (Self Insured Retention). Background:Excess Worker's Compensation coverage (a per occurrence policy) has been purchased annually since 1996. The coverage serves to cap any potential catastrophic loss against Augusta-Richmond County. Knowing that this area of the industry is still quite volatile and premiums continue to rise, Georgia Administrative Services (G.A.S.) our Worker's Compensation Third Party Administration, was asked to obtain quotes from at least 3 insurance companies. G.A.S. has received those quotes and submitted them for our consideration. The attached chart shows quotes and retention levels from Safety National, Midwest Employers (our current carrier), and ACE Insurance. Analysis:Augusta would assume all financial responsibility through the SIR limit of $600,000 for each occurrence. There is an additional exposure if a single occurrence generates a claim cost which exceeds $25,000,000 (claim cost for a single occurrence above $25,000,000 would revert to Augusta for any future payments). Financial Impact:See the attachment for a review of coverage offers by Safety National, Midwest Insurance and ACE Insurance. Alternatives:1. Drop coverage and accept full exposure/cost of any catastrophic injury. 2. Select Statutory Limits of $1,000,000/police & fire and $500,000 for all other employees for premium of $550,000 through ACE Insurance Company - claim cost above retention would never revert to Augusta. Financial obligation per occurrence would be capped at $1,000,000 for police/fire and $500,000 for all other employees (including elected officials). There is not sufficient funding to support this alternative so if this alternative is desired additional funds would need to be made available. Recommendation:Approve coverage with Safety National Casualty Corporation with a self insured retention of $600,000 with an insurance limit of $25,000,000 for a deposit premium of $147,883. Coverage to run from March 1, 2006 to March 1, 2007. Funds are Available in the Following Accounts: Worker's Compensation Fund 621 01 5233 55 21110 REVIEWED AND APPROVED BY: Finance. Administrator. Clerk of Commission AU G U S T A - R I C H M O N D C O U N T Y EX C E S S W O R K E R ’ S C O M P E N S A T I O N Q U O T E S MA R C H 1 , 2 0 0 6 T O M A R C H 1 , 2 0 0 7 CA R R I E R S P E C I F I C L I M I T S C O V E R A G E R E T E N T I O N ( S I R ) Ra t e o n E s t i m a t e d P a y r o l l of $ 8 2 , 1 5 7 , 2 6 9 DE P O S I T P R E M I U M Sa f e t y N a t i o n a l C a s u a l t y C o r p . $2 5 , 0 0 0 , 0 0 0 W o r k e r s ’ C o m p e n s a t i o n $ 6 0 0 , 0 0 0 . 1 8 p e r $1 0 0 $ 1 4 7 , 8 8 3 $1 , 0 0 0 , 0 0 0 E m p l o y e r s L i a b i l i t y o r $ 7 5 0 , 0 0 0 . 1 4 2 2 p e r $ 1 0 0 $ 1 1 6 , 8 2 8 Mi d w e s t E m p l o y e r s C a s u a l t y St a t u t o r y W o r k e r s ’ C o m p e n s a t i o n $ 5 0 0 , 0 0 0 . 3 1 3 9 p e r $ 1 0 0 $ 2 5 8 , 7 1 3 E m p l o y e r s L i a b i l i t y o r $ 6 0 0 , 0 0 0 . 2 8 7 6 p e r $ 1 0 0 $ 2 3 6 , 2 8 4 AC E I n s u r a n c e C o m p a n y $2 5 , 0 0 0 , 0 0 0 W o r k e r ’ s C o m p e n s a t i o n $ 1 , 0 0 0 , 0 0 0 P o l i c e / F i r e E m p l o y e r s L i a b i l i t y $ 6 0 0 , 0 0 0 A l l O t h e r E m p l s No t S t a t e d $ 5 5 0 , 0 0 0 Fi n a n c e / R i s k M a n a g e m e n t 0 2 / 1 4 / 2 0 0 6 Finance Committee Meeting 2/27/2006 2:00 PM Mrs. Arthur Holmes Tax Rebate Request Department:Clerk of Commission Caption:Consider a request from Mrs. Arthur Holmes for a tax rebate on property at 2439 Peach Orchard Road. Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Finance Committee Meeting 2/27/2006 2:00 PM Records Retention Shelving Department:Public Services Department - Facilities Management Division Caption:Approve expenditure of SPLOST IV funds in the amount of up to $63,796 allocated for roof replacement at the Records Retention Center. Also, award a contract for installation of high density modular shelving to Modern Business Systems of Augusta in the amount of $36,029.91, increasing storage capacity by 2,000 boxes. This firm was the lowest responsive bidder to RFP #06-087. Background:Phase IV SPLOST included an allocation of $95,050 to replace the roof on the Records Retention Center at 1157 5th Street in Augusta. The work was successfully completed for $31,254 leaving a balance of $63,796 available for additional improvements at this state-mandated facility. Augusta is required by state law to archive documents in accordance with the Georgia Records Retention Schedule. Some documents must only be held for a year while others must be retained in perpetuity. This requires ever-increasing space to meet the law. At present we have the capacity to store 13,132 boxes of documents and we are almost at capacity with approximately 13,000 spaces filled. Departments that make use of the center have a backlog of information that needs to be transferred to the center. To further complicate matters, there is no longer room to add more stationary shelving units in the existing center. Analysis:To meet current and future needs, we will either need to expand the existing building, find a new location, or find a way to increase the capacity in the existing building. Staff has investigated the estimated costs of a couple of options to meet the needs of county departments for records storage. Installation of a manually-operated mobile storage system which makes use of existing shelving systems will cost $36,029.91 and will increase capacity by 2,000 boxes. This would only be in part of the building and, based on current projections, this should cover us through 2008. Use of additional mobile units in the future could increase the total storage capacity in the existing building to 29,340 boxes, which is more than double the existing capacity. It would take an estimated $240,000 to accomplish this. Should we ever decide to relocate the Records Retention Center to another building, the dense pack system could be relocated as well. By contrast, construction of additional space to contain the same 2,000 boxes on stationary shelving would require construction of about 800 SF. At an estimated cost of $75 per SF, this would run $60,000 and would still only provide capacity through 2008. Furthermore, space to expand is limited on the existing site. We would have to build an additional 6,000 SF at an estimated cost of $450,000 to equal the storage capacity available through the use of the mobile shelving. Financial Impact:The cost of the contract is $36,029.91. Staff would like to investigate how much additional capacity we could acquire if we use the balance of the SPLOST IV funding for the Records Retention Center. Alternatives:1. Approve expenditure of SPLOST IV funds in the amount of up to $63,796 allocated for roof replacement at the Records Retention Center. Also, award a contract for installation of high density modular shelving to Modern Business Systems of Augusta in the amount of $36,029.91, increasing storage capacity by 2,000 boxes. This firm was the lowest responsive bidder to RFP #06-087. 2. Identify additional funding to expand the existing center. Recommendation:Alternative #1. Approve expenditure of SPLOST IV funds in the amount of up to $63,796 allocated for roof replacement at the Records Retention Center. Also, award a contract for installation of high density modular shelving to Modern Business Systems of Augusta in the amount of $36,029.91, increasing storage capacity by 2,000 boxes. This firm was the lowest responsive bidder to RFP #06-087. Funds are Available in the Following Accounts: 324-05-1120-201150420 REVIEWED AND APPROVED BY: Clerk of Commission Finance Committee Meeting 2/27/2006 2:00 PM Refunds Department:Tax Assessor - Meg Birkinshaw, Interim Chief Appraiser Caption:Refund recommendations from the Board of Assessors for 18 accounts. Background:See attachment. Analysis:See attachment Financial Impact:See attachment Alternatives:None Recommendation:See attachment Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission REFUNDS Forum WS LLC Map 12, Parcels 123 and 123.08 This is a 2003 appeal that the property owner eventually carried to Superior Court. Counsel for both sides agreed to postpone the actual Court filing of the appeal papers to determine if the appraisal staff and the taxpayer could resolve the issue. This was done and approved by the Board of Assessors. The total value for 2003 and 2004 was $7,490,000; the settlement value for the two years (both parcels) is $5,499,000. Parcel 123: Grant refund for 2003 and 2004 in the amount of $12,618.67 (State $105.13; County $3,868.66; School $8,644.88) Parcel 123.08: Grant refund for 2003 and 2004 in the amount of $35,418.80. (State $295.07; County $10,858.81; School $24,264.92) EIRP/AUGUSTA II LLC Map 13-3, Parcel 104 This is a 2004 appeal. The Board of Assessors approved a value reduction from $7,322,964 to $5,066,000 due to the actual sales price. Grant refund for 2004 in the amount of $27,646.95. (State $225.70; County $8,673.98; School $18,747.27) Lynn Davis Map 53, Parcel 104 Homestead was erroneously dropped due to returned mail. This is a corner lot with two different addresses; owners were using other address as mailing address. Grant refund for 2003 and 2004 in the amount of $764.06. (State $5; County $239.21; School $519.85) Alicia P. Benning Map 65, Parcel 67 Homestead exemption was dropped in error when half interest was conveyed to spouse. Grant refund for 2004 in the amount of $386.08. Mary L. Aaron Map 119, Parcel 139 This parcel was lost in a conversion. When the parcel was reinstated, homestead exemption was erroneously omitted for 2003 and 2004. Grant refund for 2003 and 2004 in the amount of $774.09 (State $5; County $243.20; School $525.89) Duffie Properties Number Two LLC Map 128, Parcel 25 This parcel had an acreage change from 24.71 to 24.05 as the result of a 2003 final judgment condemnation civil action filed by the Department of Transportation in 2000. A total of .655 acres was taken for a right-of-way. The parcel value was reduced from $125,500 to $122,100. Grant refund for 2003 and 2004 in the amount of $80.38. Michael N. Golosky Map 142, Parcel 75 In 2003 homestead exemption was dropped in error because of returned mail. The error was not discovered until 2005. Board of Assessors reinstated the homestead. Grant refund for 2003 and 2004 in the amount of $771.70. (State $5; County $241.61; School $525.09) Rhonda Phillips Map 154, Parcel 40.05 Regular homestead exemption was never posted. Grant refund for 2003 and 2004 in the amount of $764.03. (State $5; County $239.19; School $519.84) T&Z Associates Map 184, Parcel 11.05 This parcel had an acreage change from 4.67 to 2.71 as the result of a 2003 final judgment condemnation civil action filed by the Department of Transportation in 2003. A total of 1.96 acres was taken. The parcel value was reduced from $73,553 to $42,683. Grant refund for 2004 in the amount of $33.94. Sandra Gail Crum Map 298, Parcel 6.01 The Department of Transportation condemned property owner’s house and land. Homestead was not transferred to the new parcel. Grant refund for 2004 in the amount of $438.91. Simon’s Formal Wear Account #1193573 2004 return was entered as submitted by the taxpayer. Taxpayer erroneously reported non- taxable assets, as well as assets not in Richmond County. Grant refund for 2004 in the amount of $63.69. The Carpet Shop Account #2005127 Business location is split into two separate parcels – one in the urban district and one in the suburban district. After a field inspection it was determined the inventory is kept in the suburban location. Tax district was corrected and new bill generated for both districts. Refund was applied to the new amount due. Grant refund for 2003 and 2004 in the amount of $4,587.20 as excess due taxpayer. (State $.40; County -$685.80; School $33.22; Urban $5,239.38) Somewhere in Augusta Account #2101739 Business was sold. Previous owner and new owner both billed and both paid. Grant 2004 refund to previous owner in the amount of $183.25. Wet Seal Retail, Inc. Account #2071945 The 2004 business return was entered as received. After review of the return, an adjustment was made to the depreciation of the assets. Grant refund for 2004 in the amount of $11.35 (to be applied to 2005 taxes). SunTrust Bank, Inc. Account #2047961 The 2004 business return was entered as received. A review of the account found that one asset with an original cost of $70,556 had mistakenly been returned for this location. Grant refund for 2004 in the amount of $232.01. Georgia Bank & Trust Co. Account #2104293 The 2004 business return was entered as submitted. While reviewing the account, assets were added in error. These assets were returned on account #2104589. Grant refund for 2004 in the amount of $112.39. Food Lion Personal Property Accounts Business returns for 2004 and 2005 were reviewed. Certain assets were reclassified and resulted in refunds for 2004 as follows: 2066596 $ 6.94 1348269 $26.15 1201110 $36.51 1125146 $21.64 2073860 $62.72 Southern Partners, Inc. Account #19506 In 2003 assets were reported by the taxpayer and the company from whom they lease equipment. Citicorp Leasing, account #2017147, was responsible for and paid the taxes. Southern Partners paid in error. Grant refund for 2003 in the amount of $260.18. Finance Committee Meeting 2/27/2006 2:00 PM Warren Hylton Department:Clerk of Commission Caption:Consider a request from Mr. Warren Hylton for a waiver of penalty and interest for taxes on property located at 1305 Interstate Parkway. (Map # 022-0-126-01-0, Account #1246728) Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Finance Committee Meeting 2/27/2006 2:00 PM Preference of Local Business Program Department:Clerk of Commission Caption:Discuss preference of local business program. (Requested by Commissioner Bowles) Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Finance Committee Meeting 2/27/2006 2:00 PM Elected Officials Pay Raises Department:Clerk of Commission Caption:Discuss and approve pay raises for elected officials. (Requested by Commissioner Grantham) Background: Analysis: Financial Impact: Alternatives: Recommendation: Funds are Available in the Following Accounts: REVIEWED AND APPROVED BY: Clerk of Commission Finance Committee Meeting 2/27/2006 2:00 PM Budget Amendment and Resolution Department:Animal Services Caption:Approve a budget Resolution and Amendment increasing revenues and appropriations in the General Fund budget for Animal Services. Background:Animal Services collects prepaid sterilization and rabies vaccination fees from citizens who adopt animals and recover their animals from Animal Services due to impoundment. These veterinary procedures are required by state and local laws and the funds are held in escrow until the procedures are performed by a licensed veterinarian. Animal Services also excepts monetary donations and contributions from the public. In order to comply with sound accounting practices we need to reflect an increase in revenue by $53,950 for the year 2006 and increase appropriations by $53,950 for expenditures for the year 2006. Analysis:This resolution and amendment will improve management in regard to collection and disbursement of these funds. Financial Impact:There would not be any financial impact to the General Fund as these funds are paid by adopters and animal owners and are designated for reimbursement to local veterinarians for sterilizations and rabies vaccinations. the monetary donations and contributions from the public are designated for use in having positive impact on animals Animal Services has contact with. Alternatives:None Recommendation:Approve the General Fund Resolution and Amendment. Funds are Available in the Following Accounts: 34.55120-Rabies, 34.55125-Sterilization, 37.11110 Contributions/Donations REVIEWED AND APPROVED BY: Finance. Administrator. Clerk of Commission Resolution STATE OF GEORGIA ) AUGUSTA RICHMOND COUNTY AUGUSTA-RICHMOND COUNTY ) COMMISSION BUDGET AMENDMENT NO: ………… IT IS HEREBY ORDERED that the General Fund Budget for Animal Control in the year 2005 be amended to reflect increased revenue of $53,950. IT IS FURTHER ORDERED that the appropriations be increased by $53,950 for expenditures. REVENUES Rabies Certificate $20,800 Animal Control Sterilization $29,390 Contributions and Donations $ 3,760 Total $ 53,950 APPROPRIATIONS Veterinarians $50,190 Animal Supplies $ 3,760 Total $ 53,950 DEKE COPENHAVER, MAYOR Approved this ____ day of ______ 2006 AUGUSTA-RICHMOND COUNTY COMMISSION ______________________________ As its mayor Attest: ________________ Clerk of Commission