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HomeMy WebLinkAboutCity of Olathe - Public Financial ReportPopular Annual Financial Report CITY OF OLATHE, KS For the Fiscal Year Ended December 31, 2020 2 FROM THE DIRECTOR’S DESK To the residents of Olathe, Our goal at the City of Olathe is not only to provide excellent financial stewardship of public dollars, but also to inform residents of our progress through documents like this one, the 2020 Popular Annual Financial Report (PAFR). In this report, you’ll find information about how we collect, allocate, and administer your tax dollars, as well as key goals and accomplishments from various departments within the City. The information contained in the report comes from an extensive and much more detailed document, the Comprehensive Annual Financial Report, which is developed by independent auditors. Finally, I’m happy to announce that the City of Olathe has been awarded the Certificate of Achievement for Excellence in Financial Reporting by the Government Finance Officers Association. This is the 42nd consecutive year of recognition. You can find more information on our finances and reports online at Olatheks.org/Government/Finance-Services/Financial-Reports Dianna Wright ECONOMY, DIRECTOR ABOUT THE PAFR The 2020 PAFR provides a basic overview of the City’s financial performance for the fiscal year ended December 31, 2020. This summarized financial report is intended to increase transparency around the City’s finances and to present useful information from the much more detailed Comprehensive Annual Financial Report and the City’s budget, in a concise and easy to read format. This report is not intended to replace the Comprehensive Annual Financial Report, which is prepared in conformity with Generally Accepted Accounting Principles (GAAP) and is fully audited. This report only presents information for the City’s General Fund and selected restricted funds used by the City. It is not intended to represent all the City’s governmental and proprietary funds. 3 4 5 6 TABLE OF CONTENTS Leadership Team 7 Form of Government 8 Community Profile 9 Top 10 Employers 10 Tax Explanation 11 General Fund 13 Expenditures 14 2040 Plan 15 Quality of Life 16 Infrastructure 17 Exceptional Services 18 Economy 19 Public Safety - Fire 20 Public Safety - Police 21 City Administration 22 Budget Principles 25 Contact Us 26 7 LEADERSHIP TEAM J. Michael Wilkes CITY MANAGER Susan Sherman DEPUTY CITY MANAGER Jeff DeGraffenreid FIRE CHIEF Mary Jaeger INFRASTRUCTURE, DIRECTOR Mary Ann Vassar CITY AUDITOR Tim DannebergEXTERNAL AFFAIRS AND ISSUES MANAGEMENT, DIRECTOR Katie McElhinney MUNICIPAL JUDGE Mike Sirna QUALITY OF LIFE, DIRECTOR Ron Shaver CITY ATTORNEY Erin Vader EXCEPTIONAL SERVICES, DIRECTOR Mike Butaud POLICE CHIEF Dianna Wright ECONOMY, DIRECTOR 8 GG RR OO WW TT HH AA RR EE AA G R O W T H A R E AGROWTH A R E A CedarCreek LittleBullCreek BainCreek BainCreek LittleC edarCreek Cedar C reekCampCreek CampCreek C edarCreek MillCreek MillCreek IndianCreek Toma ha w k Cree k IndianCreek CoffeeCreek CoffeeCreek WolfCreek WolfCreek Kill C reek Lone Elm Park HeritagePark Black Bob Park Olathe Prairie Center Ernie Miller Park Lenexa Overland Park De Soto Gardner Overland Park Lenexa MUR-LEN RD HEDGE LN RENNER BLVD GARDNER RD S A N T A F E T R A I L D R W 103RD ST LAKESHORE DR LACKMAN RD W 95TH ST W 135TH ST SANTA FE ST W 167TH ST W 95TH ST PFLUMM RD QUIVIRA RD W 119TH ST COLLEGE BLVD W 143RD ST W 151ST ST W 159TH ST W 199TH ST LONE ELM RD WOODLAND RD RIDGEVIEW RD BLACK BOB RD CLARE RD CEDAR NILES RD MOONLIGHT RD WAVERLY RD W 175TH ST W 191ST ST W 179TH ST W 183RD ST PFLUMM RD W 127TH ST "!7 £¤69 K± K± Io Io !"`$ !"`$ !"`$ !"`$ %&e( %&e( ?Ä?Ä ?Ä ?Á ?Á ?Á ?Á Iu !"`$ WARD 4WARD 4 WARD 3WARD 3WARD 1WARD 1 WARD 2WARD 2 WARDSWARDS CITY OF OLATHECITY OF OLATHE DISCLAIMERThe City of Olathe makes no representations of any kind,including but not limited to warranties of merchantability orfitness for any particular purpose or use, nor are any suchwarranties to be implied with respect to the info, data, orservice furnished herein. JUNE 2021 4 John BaconMayor Adam MickelsonWard 2 Kevin GilmoreWard 3 Larry CampbellWard 1 &Mayor Pro Tem Wes McCoyAt Large Marge VogtWard 4 Karin BrownleeAt Large FORM OF GOVERNMENT In 1986, Olathe voters selected a modified mayor-council-manager form of government. Under Charter Ordinance No. 28, this form of government calls for a Mayor and two Council members elected by the City as a whole and four Council members elected by wards. The Mayor, four ward representatives and two at-large Council members are elected to four-year staggered terms. The governing body is generally referred to as the “City Council.” As the policy makers, the City Council passes resolutions and ordinances, approves the budget, appoints citizens to advisory boards, and hires the City Manager, Municipal Judge and City Auditor. 9 COMMUNITY PROFILE POPULATION 140,858 PER CAPITA PERSONAL INCOME $75,670 UNEMPLOYMENTRATE3.5% ACRES OFPARK LAND1,978 TOTAL LANE MILES OF PAVED STREETS1,300 TOTAL REVENUE $189,935,346 TOTAL EXPENSES $173,035,789 SQUARE FEET OF PARK SPACE PER PERSON612 10 TOP 10 EMPLOYERS Employer # of Employees % of Total City Employment Olathe USD 4,000 2.75% GARMIN International 3,685 2.53% Farmers Insurance 3,000 2.06% JOCO Government 2,000 1.37% Olathe Medical Center 1,700 1.17% Convergys 950 .65% City of Olathe 850 .58% Honeywell 850 .58% Sysco Foods 780 .54% TransAm Trucking 700 .48% SALES TAX Kansas is one of 45 states plus the District of Columbia that levies a sales tax, and compensating use tax, which is paid to out-of-state retailers on goods and merchandise purchased from other states and used, stored, or consumed in Kansas. In addition to the state sales tax, some local jurisdictions in Kansas have the option of imposing a local sales tax. Olathe has three sales taxes: a 1% general sales tax, as well as a .375% and .125% tax to specifically fund street maintenance and parks, respectively. Any change in sales tax must be approved by a majority of voters. TAX EXPLANATION 12 PROPERTY TAX Property taxes are imposed by states, counties, cities, and other taxing entities and is the second largest source of revenue for the city General Fund. Property taxes are calculated based on individual taxing entities “mill levy.” Olathe property owners’ taxes go to fund not only the city government, but the county, state, community college and school district. For more information on how your property taxes are calculated, visit OlatheKS.org/Government/Finance-Services/Taxes-and-Fees/Property-Tax. 13 GENERAL FUND Olathe has many dedicated funds to keep track of tax revenue and budget for specific needs. The largest of these, the General Fund, pays for most major government functions. Other funds (included in the next section) have more specific restrictions for where money can come from and for what purposes it can be used. 14 EXPENDITURES Below is an explanation of some of the major restricted funds used by the City, along with their actual expenditures during 2020. This includes transfers to other funds from which the money is spent on projects or normal operating expenditures. Economic Development Fund: $950,000 Accounts for monies provided from the transient guest tax for the purpose of funding economic development and tourism. Library Tax Fund: $6,337,477 Accounts for monies received from the annual tax levy and transfers to the Library Operating Fund for the operation of the Olathe Public Library. Park Sales Tax Fund: $3,792,997 Accounts for the one-eighth cent sales tax collected for the construction of various park projects. Recreation Fund: $5,037,270 Accounts for recreation activities administered by the City. All activities necessary to provide such services are accounted for in this fund including, but not limited to, administration, concessions, aquatics and sports. Solid Waste Fund: $15,202,071 Accounts for the provision of solid waste collection and disposal services to the residents and businesses of the City. Storm Water Fund: $4,871,550 Accounts for monies received from monthly residential and commercial fees for the enhancement of the City’s storm water management system. Street Maintenance Sales Tax Fund: $10,977,403 Accounts for the three-eighth cent sales tax collected for the maintenance of streets. Water and Sewer Fund: $46,865,112 Accounts for the activities of the sewage treatment plant, sewage pumping stations, collection systems, water production plant, water distribution system, and the environmental lab. Other Funds: $74,110,750 • Central Garage Fund: $6,171,369 • Debt Service Fund: $27,769,056 • Facilities Maintenance Fund: $1,167,128 • Fire Levy Fund: $3,982,623 • Motor Fuel Fund: $3,643,610 • Personal Computer Replacement Fund: $509,385 • Risk Management Fund – Combination of Work Comp, Other Benefits, General Liability, Health/Dental: $20,509,577 • Special Alcohol Fund: $450,463 • Special Tax Financing Fund: $5,874,811 • Special Park and Recreation Fund: $996,841 • Vehicle and Equipment Replacement Fund: $3,035,887 15 2040 PLAN Established in Spring 2018, The “Olathe 2040: Future Ready” Strategic Plan is founded on five focus areas: Future Ready, Quality of Life, Infrastructure, Economy, and Exceptional Services. This plan was developed with the help of more than 3,000 residents and 100 City staff members and will help guide the City for the next 20 years. Following the creation of the strategic plan, the City government underwent a reorganization, moving many City departments under four new “focus areas” to better support the success of the 2040 plan: Economy, Exceptional Services, Infrastructure and Quality of Life. The following pages include accomplishments from the various focus areas and an overview of each department. They do not contain financial information as the 2020 budget was produced prior to the reorganization. The plan may be found at OlatheKS.org/Government/Olathe-2040-Future-Ready. 16 QUALITY OF LIFE Departments Library • Parks & Recreation • Arts & Events • Animal Control • Code Enforcement • Housing & Transporation • Information Technology Accomplishments • Completed a new library restructure that aligns with Olathe 2040 strategic planning and allows for a more nimble workforce to better position the Olathe Public Library for the opening of the new Downtown Library in 2023. • Received a Freedom’s Frontier grant to research African American history in Johnson County and create a lesson plan for educators. • Over-laid the Indian Creek Trail from Black Bob Road to Pflumm Road. • Developed and implemented a plan for long-term maintenance and preservation of the City’s permanent sculpture collection. • Completed a data center architecture upgrade with modern private cloud technology and retired multiple legacy platforms. • Migrated all city departments to Office 365 for email and communications. Director Mike Sirna 17 INFRASTRUCTURE Departments Engineering • Vehicle Maintenance • Field Operations • Facilities • Transportation • Environmental Services • Parks Construction • Stormwater • Solid Waste Accomplishments • Completed construction of Lone Elm Road, Old 56 Highway to 151st Street Improvements, which included the first continuous flow intersection in the state of Kansas. • Completion of the new Indian Creek Park by the Library. • Ranked No. 23 in the nation, up from 43 in 2020, by the 100 Best Fleets in North America program and Governing Magazine. • Completed clearwell, basin, lime feed and alternative disinfection improvements at Water Treatment Plant 2. • Achieved a solid waste diversion rate of 39.1%, exceeding the national recycling and diversion average of 35% while maintaining low contamination rates. Director Mary Jaeger 18 EXCEPTIONAL SERVICES Departments Organizational Development • Human Resources • Communications • Customer Experience • City Clerk • Community Engagement • PMO Accomplishments • Received Kansas City Business Journal Healthiest Employer designation and the Greater Kansas City Chamber of Commerce Healthy KC Platinum Level Award recognizing the City’s commitment to employee wellbeing. • In 2020, City employees completed 1,349 training classes with a 95%+ satisfaction rating for quality of and access to blended learning opportunities. • Developed diversity, equity, and inclusion plan. • Implemented Phase I of the City’s intranet redesign project. • Piloted customer experience embedded partner model with Library staff to align customer expectations with staff support priorities to ensure optimal experiences for both parties. • Launched online liquor license and massage therapy registrations in the first phase of the enhanced online service portal on OlatheKS.org. • Processed more than 600 Kansas Open Records Act (KORA) requests. • Established a citywide project governance process to execute on projects more efficiently by applying limited resources to the City’s top priorities. Director Erin Vader 19 ECONOMY Departments Finance/Accounting/Procurement • Economic Development • Budget/Performance Management • Planning • Building Inspections • Development Engineering • Knowledge/Asset Management Accomplishments • Facilitated and provided insight for prioritizing, spending, and tracking CARES Act funding received ($4,265,008) and the first half of the American Recovery Program allocation ($7,459,245). • Converted Codes, Olathe Housing Authority, and Customer Services to electronic certified mail reducing costs by 14% annually. • Collaborated with Communications to build an Olathe 2040 Progress Dashboard to monitor progress made toward our Olathe 2040 goals. • Maintained the City’s AA+ Bond Rating with Standard & Poor’s and Fitch rating agencies for General Obligation Bonds and AA Bond Rating with Standard & Poor’s for Water & Sewer Revenue Bonds. • Awarded 30+ Neighborhood grants through the Healthy Neighborhoods initiative and five Storefront Improvement Grants as part of the Envision Downtown Olathe Program. • Expanded the utilization of technology allowing for the continuity of services during the pandemic, increased efficiency, enhanced data visualization, and expanded data sharing both internally and externally. Director Dianna Wright 20 PUBLIC SAFETY - FIRE Accomplishments • Station modernization has begun to provide an equitable work environment for all members of the department. • Opened permanent Fire Station 8 to improve service delivery. • Opened the Olathe Fire Academy to provide training opportunities in Olathe (keeping units in the City and available to respond). • Procured new Records Management System to improve data collection. • Published five-year Fire Department Strategic Plan built on community input. • Revamped public education program to meet changing needs including virtual delivery. Chief Jeff DeGraffenreid 21 PUBLIC SAFETY - POLICE Accomplishments • Secured additional grant funds for the department (LEMHWA, COVID, Byrne, Wellness Grant, BVP). • Developing new evidence management system to replace MIDAS. • Maintained and/or improved crime and clearance rates through an effective approach to preventing, reducing and solving crime. • Maintained below a five-minute average response time for emergency calls. • Led the region with the continuing efforts and expansion of the Mental Health Co-Responder program to include suicide survivor follow-up program and creation of Cop Culture training. • Implemented Advanced Crisis Intervention Team (ACT). • Reduced crash rates by 27%. • Implemented Cordico app giving 24/7 access to wellness programs and services on mobile applications. Chief Mike Butaud 22 CITY ADMINISTRATION There are four non-public safety departments that are overseen directly by the Olathe City Manager. These are smaller departments that support the overall work of the city rather than direct service provision. CITY MANAGER’S OFFICE Administer policies laid out by city council, prepare annual budget, build community relationships and work with other government jurisdictions. City Manager Deputy City Manager Michael Wilkes Susan Sherman Accomplishments • Provided continuity of government services and responded to community needs during the COVID-19 global pandemic. • Implemented reorganization of city services to align with the 2040 Future Ready Strategic Plan. • Maintained AA+ Bond Rating. • Received the Leading The Way award for the second year based on DirectionFinder Citizen Survey. • Opened Fire Station #8 and Fire Training Academy. • Completed Indian Creek Park. • Completed Annual Street Sales Tax Program of Work. 23 AUDITOR Conduct financial-related and performance audits to identify recommendations for improving operations. City Auditor Mary Ann Vassar Accomplishments • Completed four audit projects for calendar year 2020. • Completed risk assessment for 2021, identifying potential risks and cost/ revenue impacts. • Developed 2021 audit plan. • Implemented five accounts payable automated audit tests. • Provided process and control assistance to the City Council and Executive Management through: ethics report research and resolution, best practice expertise on accountability practices and accounts payable controls, and cybersecurity insurance research and benchmarking. 24 LEGAL Serve as city’s legal counsel, oversee easements and rights of way, prosecute violations of municipal code, monitor court activities and personnel. Municipal Judge City Attorney Katie McElhinney Ron Shaver Accomplishments • Reviewed or prepared 119 pieces of legislation (73 ordinances & 46 resolutions) and 189 agreements and contracts (with an average review time of 1.7 business days). • Continued development of Victim Witness, Community Mediation, and Court Services Programs. • Completed Court Security Project and implemented new safety protocols for Municipal Court staff, visitors and customers. • Began using JOCO community corrections Adult Residential Center program to promote a community rehabilitation approach rather than a punitive approach to justice. 25 BUDGET PRINCIPLES 1. The City will continuously evaluate its financial position to ensure stability of the City to its citizens. 2. The City will minimize the use of long-term debt to finance major projects to avoid placing debt on future taxpayers. 3. The City will provide a balanced revenue structure which is responsive to economic conditions. 4. The budget will be prepared in a way that all current revenues will pay the costs of all current expenditures (balanced budget). 5. The City Council will hold public hearings which will allow public input on budgetary spending. 6. The budget will establish legal fund level spending limits. 7. The budget will establish maintenance reserves to allow for maintenance of capital assets. 8. The budget will apply one-time cash revenues to non-recurring expenditures. 9. The budget will address major capital improvement priorities which have been prioritized by the City Council. 10. The City will maintain City services through innovative budgeting procedures and fiscal management to maintain the current mill levy rate. 26 CONTACT US Olathe City Hall 100 E Santa Fe St Olathe, KS 66061 913-971-8600 OlatheKS.org/Services/OlatheConnect