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Planning Services Fiscal Year 2024 Budget PresentationCopyrighted March 7, 2023 City of Dubuque Special Meeting Public Hearings # 03. IT E M T I T L E:Planning Services F iscal Year 2024 Budget P resentation S UM M ARY: S UG G E S T E D D I S P O S I T I O N: AT TAC H ME N TS: Description Type Policy Budget Book Supporting Documentation Presentation_Uploaded 3.7.23 Supporting Documentation Planning Services -45- This page intentionally left blank. -46- PLANNING SERVICES DEPARTMENT SUMMARY Budget Highlights FY 2022 Actual FY 2023 Budget FY 2024 Requested % Change From FY 2023 Budget Expenses Employee Expense 707,500 801,301 857,140 7.0 % Supplies and Services 90,459 249,835 136,227 (45.5) % Machinery and Equipment 36,647 5,981 1,000 (83.3) % Total 834,606 1,057,117 994,367 (5.9) % Resources Administrative Overhead Recharges 359,643 407,094 514,971 26.5 % CDBG Charges — — 8,710 — % Operating Revenue 88,664 55,299 66,777 20.8 % Total 448,307 462,393 590,458 27.7 % Property Tax Support 386,299 594,724 403,909 (190,815) Percent Increase (Decrease) Percent Self Supporting 53.7 % 43.7 % 59.4 % Personnel - Authorized FTE 8.38 8.38 8.38 Improvement Package Summary 1 of 8 This improvement request is for sending two Assistant Planners or the Assistant Planner and the Planning Technician to the Iowa American Planning Association (APA) Conference. Currently, the Planning Services Manager and Associate Planner are budgeted to attend the Iowa APA Conference. This will allow a rotation of an additional Planning staff member to attend. The Planning Services Department has three Assistant Planners and one Planning Technician. By allowing additional staff members, it helps nurture collaborative team-building, allows additional learning and professional growth by the opportunity to develop new skills, catch up on the latest trends, spark inspiration, rekindle passion, hear from experts, and more. Overall, this enables greater department knowledge absorption by allowing additional staff members to take a "divide and conquer" approach to the programs, share notes, and explore resources that might be otherwise missed, and allows an opportunity to mix less experienced and tenured staff together to provide a unique opportunity for mentoring among the department. This request supports the City Council goal of Financially Responsible, High-Performance City Organization: Sustainable, Equitable and Effective Service Delivery. Related Cost:$ 2,000 Tax Funds Recurring Recommend - Yes Related Revenue:$ 1,128 Administrative Overhead Recurring Net Cost:$ 872 Property Tax Impact:$ 0.0003 —% Activity: Development Services -47- 2 of 8 This improvement request is to allow the Planning Services Manager to attend the Housing Iowa Conference (HIC). The HIC is a celebration of the housing industry's leading role in thriving Iowa communities and robust economy. It provides national trainings, hands-on workshops, diverse sessions focusing on timely topics and opportunities to network with industry peers. The Planning Services Department implements the Imagine Dubuque Comprehensive Plan, regulates land use, enforces the Unified Development Code, facilitates the development review process all which has a direct impact on housing in the community. This request supports the following City Council goals: Financially Responsible, High-Performance City Organization: Sustainable, Equitable and Effective Service Delivery; Robust Local Economy: Diverse Businesses and Jobs with Economic Prosperity; Vibrant Community: Healthy and Safe; Livable Neighborhoods and Housing: Great Place to Live; In addition, it supports the City Council High Priorities of Housing Incentive Policy: Review and Direction and Poverty Prevention and Reduction Plan Implementation. Related Cost:$ 1,000 Tax Funds Recurring Recommend - Yes Related Revenue:$ 564 Administrative Overhead Recurring Net Cost:$ 436 Property Tax Impact:$ 0.0002 —% Activity: Administration 3 of 8 This improvement request is for a Planning Staff Member to attend the Iowa Bicycle Summit. The Planning Services Department works with the Engineering and Leisure Services Departments on bike/ hike trails in Dubuque. This bike conference will provide Planning Staff the opportunity to learn about biking in Iowa and to gather ideas that could be implemented in Dubuque. This request supports the City Council goal of Financially Responsible, High-Performance City Organization: Sustainable, Equitable and Effective Service Delivery. Related Cost:$ 319 Tax Funds Recurring Recommend - Yes Related Revenue:$ 180 Administrative Overhead Net Cost:139 Property Tax Impact:$ 0.0001 —% Activity: Development Services 4 of 8 This improvement request is for a subscription to the Telegraph Herald. The newspaper frequently publishes articles about projects that the Planning Services Department is directly involved. The Planning Services Department fields calls and email from the public with regards to stories printed in the paper. In addition, the Planning Services Department has several Board and Commissions that regularly publishes notices in the Telegraph Herald. The paper also provides stories on projects that are associated with Imagine Dubuque Implementation. This request supports the City Council goals of Financially Responsible, High-Performance City Organization: Sustainable, Equitable and Effective Service Delivery and Partnership for a Better Dubuque: Building Our Community that is Viable, Livable, and Equitable. -48- Related Cost:$ 340 Tax Funds Recurring Recommend - Yes Related Revenue:$ 192 Administrative Overhead Recurring Net Cost:148 Property Tax Impact:$ 0.0001 —% Activity: Development Services 5 of 8 This improvement request is for the purchase of City of Dubuque shirts. The shirts consist of polos and long sleeve shirts with an embroidered "City of Dubuque Masterpiece on the Mississippi Logo" and the text "Planning Services Department". This would include a polo for the Planning Secretary, Planning Technician, Zoning Enforcement Officer, three Assistant Planners, Associate Planner and Planning Services Manager. In addition, it would include two long sleeve shirts for the Zoning Enforcement Officer. The Planning Services Staff quite frequently interacts with the public outside of the physical Planning Services Department Office. This includes interaction with the public at board and commission meetings, city council meetings, public workshops, open houses, presentations, and many more events. The embroidered polo/shirts help clearly identify Planning Staff at these events. In addition, the Zoning Enforcement Officer is out in the community inspecting properties. These shirts help clearly identify the Zoning Enforcement Officer as a city official with inspecting property and interacting with the public. This request supports the City Council goal of Financially Responsible, High-Performance City Organization: Sustainable, Equitable, and Effective Service Delivery. Related Cost:$ 330 Tax Funds Non-Recurring Recommend - Yes Related Revenue:$ 186 Administrative Overhead Non-Recurring Net Cost:$ 144 Property Tax Impact:$ 0.0001 —% Activity: Development Services 6 of 8 This improvement request is for sending the Planning Technician to Leadership Dubuque. The Planning Services Department is a public-facing department that works with residents, property owners, business owners, partners and many others. By participating in Leadership Dubuque, the Planning Technician will: learn more about our community resources, government, businesses, and educational opportunities along with the impact of economic development on the community; enhance leadership skills; exchange ideas and experiences, both formally and informally; meet and build relationships with other leaders from many different segments of our society; develop new business contacts within and through the group. Leadership Dubuque promotes civic responsibility by encouraging community involvement and is designed to develop and connect existing and emerging professional leaders with the goal of enhancing positive growth within our business community. This request supports the City Council goals of Financially Responsible, High-Performance City Organization: Sustainable, Equitable and Effective Service Delivery and Partnership for a Better Dubuque: Building Our Community that is Viable, Livable, and Equitable. -49- Related Cost:$ 1,495 Tax Funds Non-Recurring Recommend - Yes Related Revenue:$ 843 Administrative Overhead Non-Recurring Net Cost:$ 652 Property Tax Impact:$ 0.0003 —% Activity: Planning/Historic Preservation 7 of 8 This improvement request is for a membership to the Chamber of Commerce's Young Professionals Dubuque (YPD) organization. The Planning Services Department is a public-facing department that works with residents, property owners, business owners, partners, developers and many others. A membership provides an opportunity for a young planning professional staff member to develop leadership skills while participating in the largest networking organization in the Tri-State area with a focus on developing young professionals. It offers a place for a young planning professional to learn more about themselves as they grow in their career and connects them with other professionals as they learn the role they play in the community and the future of our workforce. This request supports the City Council goals of Financially Responsible, High-Performance City Organization: Sustainable, Equitable and Effective Service Delivery and Partnership for a Better Dubuque: Building Our Community that is Viable, Livable, and Equitable. Related Cost:$ 60 Tax Funds Recurring Recommend - Yes Related Revenue:$ 34 Administrative Overhead Recurring Net Cost:$ 26 Property Tax Impact:$ — —% Activity: Planning/Historic Preservation 8 of 8 This improvement request is for sending the Planning Technician to Dale Carnegie Training. Allowing the Planning Technician to participate in Dale Carnegie Training will: help develop and build on confidence and personal leadership competence; strengthen skills in relating to others and build inclusivity; enhance skills to communicate logically, clearly, and concisely; energize and engage listeners, learn to listen with empathy; develop leadership skills to be more flexible and innovative; inspire others and motivate others to action; empower them to control attitudes and reduce stress, so they can be at their optimum best. This request supports the City Council goal of Financially Responsible, High-Performance City Organization: Sustainable, Equitable and Effective Service Delivery. Related Cost:$ 1,995 Tax Funds Non-Recurring Recommend - Yes Related Revenue:$ 1,126 Administrative Overhead Non-Recurring Net Cost:$ 869 Property Tax Impact:$ 0.0003 —% Activity: Development Services -50- Significant Line Items Employee Expense 1.FY 2024 employee expense reflects a 5.00% wage package increase. 2.The Iowa Public Employee Retirement System (IPERS) City contribution of 9.44% is unchanged from FY 2023. The employee contribution of 6.29% is unchanged from FY 2023. 3.The City portion of health insurance expense is unchanged from $1,119 in FY 2023 to $1,119 in FY 2024 per month, per contract, which results in annual cost unchanged of $— or —%. 4.Five-Year Retiree Sick leave payout is unchanged from $21,749 in FY 2023 to $21,749 in FY 2024. 5.50% Sick leave payout unchanged from $0 in FY 2023 to $0 in FY 2024 based on retirements. Effective July 1, 2019, employees over the sick leave cap can convert 50% of the sick leave over the cap to vacation or be paid out. Supplies & Services 6.Technology Services decreased from $36,158 in FY 2023 to $17,419 in FY 2024. The FY 2023 budget included one-time expenses of a payment correction for Accela permitting software due to a billing error as well as the expected cost of a new Enterprise Resource Planning System. 7.Pay to Other Agency increased from $34,010 in FY 2023 to $35,204 in FY 2024 for East Central Intergovernmental Association (ECIA) annual dues plus 3.5%. 8.Meetings & Conferences increased from $11,735 in FY 2023 to $14,386 in FY 2024. The decrease is largely contributed to not budgeting for the biennial NAPC National Alliance of Preservation Commission held every other year. Other conferences budgeted include both the National and the Iowa American Planning Association Conferences, Iowa Floodplain & Stormwater Management Association Conference, Growing Sustainable Communities Conference, Iowa Women’s Leadership Conference, and the Preservation Iowa Summit. 9.General Liability Insurance decreased from $5,647 in FY 2023 to $5,373 in FY 2024 based on FY 2022 actual plus 13.5%. 10.Record Fees decreased from $5,000 in FY 2023 to $3,583 in FY 2024 based on FY 2022 Actual and additional pre-annexation filings. Beginning January 1, 2016, the court requires the $85 filing fee for municipal infractions to be paid up front by the City. The Court then enters judgment, and if a defendant if found guilty, the defendant will pay a fine plus $85 in court costs and the Court will distribute the fine portion and reimburse the City for the filing fee that was paid up front by the City. If a defendant is found not guilty, the City will pay for the court costs using the $85 filing fee paid upfront instead of deducting the $85 from the City's judgments, which was the process done by the Court previous to January 1, 2016. Departments that file municipal infractions must budget the upfront filing fee and a portion of the amount is reimbursed to the department going forward. The offsetting revenue is budgeted in Iowa District Court Fines and is -51- $695 in FY 2024. Due to time delay of reimbursements, the revenue received is less than the expense. 11.Advertising decreased from $23,520 in FY 2023 to $13,561 in FY 2024. The decrease is largely due to a one-time marketing improvement package approved in FY 2023 for Imagine Dubuque. 12.Education Reimbursement decreased from $7,660 in FY 2023 to $6,740 in FY 2024. Training includes various GIS Workshops for Development Services staff. The reduction from FY 2023 to FY 2024 is from one-time expenditures for Dale Carnegie and Iowa State University Planning & Zoning Trainings. 13.IT Recharges increased from $10,320 in FY 2023 to $11,531 in FY 2024. Departments receive recharges for maintenance agreement costs on City-wide software based on the number of users in their department. Machinery and Equipment 14.The total equipment requested is as follows ($1,000): Planning Machinery and Equipment Development Services Projector $ 500 City Planning/Historic Preservation Projector $ 500 Total Equipment $ 1,000 Revenue 15.Zoning Administrative Fees increased from $29,434 in FY 2023 to $36,571 in FY 2024 based on FY 2022 actual. Revenue is based on the number of applications received from development projects in the community. 16.Sub Plat Review Fees increased from $3,278 in FY 2023 to $6,644 in FY 2024 based on FY 2022 actual of $6,644. FY 2022 saw a high number of major subdivisions. 17.Billboard Inspection Fees decreased from $9,856 in FY 2023 to $9,236 in FY 2024 based on the actual number of signs inspected. 18.Revenue received from Enterprise Funds for administrative overhead charges increased from $407,094 in FY 2023 to $514,971 in FY 2024. -52- PLANNING SERVICES The mission of the Planning Services Department is to provide friendly, knowledgeable and professional City Planning, Historic Preservation and Development Services to city residents to ensure a Viable, Livable and Equitable Dubuque. Planning Services staff works in partnership with volunteer city residents on the Zoning Advisory Commission, Zoning Board of Adjustment, Historic Preservation Commission, and Long Range Planning Advisory Commission to accomplish this mission. -53- PLANNING SERVICES SUCCESS IS ABOUT PEOPLE, PLANNING AND PARTNERSHIPS LEADING TO OUTCOMES -54- PLANNING SERVICES FY 2022 FY 2023 FY 2024 Full-Time Equivalent 8.38 8.38 8.38 Resources and Property Tax Support $359,643 $88,664 $386,299$407,094 $55,299 $594,724 $514,971 $66,777 $403,909 FY 2022 FY 2023 FY 2024 Administrative OH Recharges Operating Revenue Property Tax Support $0 $200,000 $400,000 $600,000 $800,000 The Planning Services Department is supported by 8.38 full-time equivalent employees, which accounts for 86.20% of the department expense as seen below. Overall, the department's expenses are expected to decrease by (5.94)% in FY 2024 compared to FY 2023. Expenditures by Category by Fiscal Year FY 2022 FY 2023 FY 2024 Employee Expense Supplies and Services Machinery and Equipment $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 -55- PLANNING SERVICES Development Services Mission & Services Development Services focuses on fostering and building partnerships with residents, business owners, entrepreneurs and developers through the efficient, knowledgeable and professional facilitation and coordination of public and private development activities in the city. This is achieved by providing accurate information concerning City plans, policies and ordinances to the Zoning Board of Adjustment, Zoning Advisory Commission and the City Council, and to other City staff, developers, applicants, and residents. Staff is continually working to build relationships with the community at large by encouraging voluntary compliance with the City’s zoning code to improve the quality of life in our neighborhoods and business districts. Development Service Funding Summary 10062400 FY 2022 Actual FY 2023 Budget FY 2024 Requested Expenditures $476,081 $592,762 $514,423 Resources $71,564 $54,291 $65,277 Development Service Position Summary FY 2024 Associate Planner 1.00 Assistant Planner 2.00 Zoning Enforcement Officer 1.00 Secretary 0.40 Total Full-Time Equivalent Employees 4.40 Performance Measures City Council Goal: Robust Local Economy Performance Measure (KPI)Target FY21 Actual FY22 Actual FY 2023 Estimated Performance Indicator 1 Activity Objective: Provide effective customer service, knowledge of development regulations, and department efficiency to encourage voluntary compliance and effectively serve the community. # of square feet of approved development (combined commercial, industrial, and institutional) 200,000 544,158 431,594 400,000 % average score (out of 100) awarded by customers via ongoing Planning Department customer service survey. 100%98.3%100%97.5% # of inspections conducted to bring properties into compliance 1,300 1,312 1,444 1,300 City Council Goal: Financially Responsible, High-Performance City Organization 2 Activity Objective: Provide seamless communication to ensure the City Council, City Manager, Boards, Commissions, and residents remain informed about development activities within the City. # Avg. days of review and approval from application deadline by Zoning Board of Adjustment 23.5 23.5 23.5 23.5 # Avg. days from application deadline to City Council for Zoning Advisory Commission 55 55 55 55 -56- PLANNING SERVICES City Planning Mission & Services The primary function of City Planning is to engage the community in developing and updating a long- term vision and Comprehensive Plan for future growth and development, led by the Long Range Planning Advisory Commission. City Planning Funding Summary FY 2022 Actual FY 2023 Budget FY 2024 Requested Expenditures $358,525 $464,355 $471,234 Resources $376,743 $408,102 $516,471 City Planning Position Summary FY 2024 Planning Services Manager 1.00 Assistant Planner 1.00 Planning Technician 1.00 Secretary 0.60 Planning Intern 0.38 Total Full-Time Equivalent Employees 3.98 Performance Measures City Council Goal: Partnerships for a Better Dubuque Performance Measure (KPI)Target FY21 Actual FY22 Actual FY 2023 Estimated Performance Indicator 1 Activity Objective: Implementation of the Imagine Dubuque 2037 Plan underway. % Imagine Dubuque recommendations UNDERWAY, COMPLETED/ONGOING 100%64%73%75% -57- PLANNING SERVICES Historic Preservation Mission & Services Historic Preservation works to promote, protect and enhance the city’s historic, cultural, aesthetic and environmental resources. Staff support the Historic Preservation Commission with exterior design review; evaluation, nomination, and registration of historic properties; and public outreach. Staff helps ensure projects comply with Federal requirements, such as Section 106 reviews. Historic Preservation Funding Summary FY 2022 Actual FY 2023 Budget FY 2024 Requested Expenditures $358,525 $464,355 $471,234 Resources $376,743 $408,102 $516,471 Historic Preservation Position Summary FY 2024 Planning Services Manager 1.00 Assistant Planner 1.00 Planning Technician 1.00 Secretary 0.60 Planning Intern 0.38 Total Full-Time Equivalent Employees 3.98 Performance Measures City Council Goal: Vibrant Community 1 Activity Objective: Promote, enhance, and preserve the community's historic & cultural resources. Performance Measure (KPI)Target FY21 Actual FY22 Actual FY 2023 Estimated Performance Indicator # Avg. days Historic Preservation review and approval time from application deadline 17.5 17 17.8 17.5 $ investment in historic and downtown neighborhoods $3.0 million $3.5 million $5.8 million $4.0 million -58- Recommended Operating Revenue Budget - Department Total 62 - PLANNING SERVICES Fund/Account/Account Title FY21 Actual Revenue FY22 Actual Revenue FY23 Adopted Budget FY24 Recomm'd Budget 100 - General 4A - Charges for Services 41830 - Design Review Fee (1,008) (2,100) (1,008) (1,500) 41833 - Billboard Inspect (9,018) (9,236) (9,856) (9,236) 41834 - Temporary Use Fee (2,072) (3,096) (2,072) (3,096) 41835 - Sub Plat Review Fee (8,145) (6,644) (3,278) (6,644) 41840 - Zoning Admin Fees (29,578) (36,571) (29,434) (36,571) 45000 - Charges/Fees for Service (280) (302) (280) (302) 45440 - Events 0 0 0 0 45500 - Miscellaneous Chg for Svcs 0 0 0 0 47100 - Reimbursements (39) (23) 0 (23) 47150 - Refunds 0 0 0 0 47700 - District Court Fines (661) (695) (661) (695) 47820 - Specialized Services (8,710) (8,710) (8,710) (8,710) 4A - Charges for Services Total (59,511) (67,377) (55,299) (66,777) 4B - Grants/Contrib 44000 - Federal Grants (24,518) 0 0 0 44400 - State Grants 0 (15,000) 0 0 47050 - Contrib - Private Sources 0 0 0 0 4B - Grants/Contrib Total (24,518) (15,000) 0 0 4M - Gain on Disposal 48100 - Sale of Personal Property 0 (6,287) 0 0 4M - Gain on Disposal Total 0 (6,287) 0 0 4N - Transfers 49600 - Transfer in Water Op (26,622) (22,836) (25,847) (102,674) 49610 - Transfer In Sanitary Op (159,338) (142,716) (161,545) (151,876) 49620 - Transfer in Storm Op (47,334) (42,814) (48,464) (86,637) 49650 - Transfer in Parking Op (20,712) (18,551) (21,001) (21,908) 49670 - Transfer in Refuse Op (147,637) (132,726) (150,237) (151,876) 4N - Transfers Total (401,643) (359,643) (407,094) (514,971) PLANNING SERVICES - Total (485,672) (448,307) (462,393) (581,748) -59- 6A - Salaries & Wages 100 - General 60100 - Salaries-Regular Full Time 436,109 481,913 560,401 609,093 60300 - Hourly Wages - Temp/Seasonal 0 4,410 10,926 11,428 60400 - Overtime 0 5 0 0 60620 - Special Pay - Holiday 0 0 0 0 60630 - Special Pay Sick Lv Payout Ret 15,106 20,485 21,749 21,749 60635 - Special Pay Sick Lv Payout 50% 1,187 335 0 0 60640 - Special Pay - Vacation Payout 0 3,553 0 0 60710 - Special Pay - Parental Leave 0 8,493 0 0 60720 - Spec Pay - Meals No Overnight 0 0 0 0 6A - Salaries & Wages Total 452,402 519,194 593,076 642,270 6B - Employee Benefits 100 - General 61100 - FICA - City Contribution 32,072 36,357 45,461 47,469 61300 - IPERS - City Contribution 41,169 46,348 53,934 58,578 61510 - Health Insurance 98,368 104,256 107,384 107,384 61540 - Life Insurance 400 353 366 366 61600 - Workers' Compensation 1,392 992 1,080 1,073 61992 - Physicals 0 0 0 0 6B - Employee Benefits Total 173,401 188,306 208,225 214,870 6C - Staff Development 100 - General 62100 - Association Dues 40 290 1,635 1,844 62200 - Subscriptions 108 104 916 1,256 62325 - Mileage 211 615 773 842 62400 - Meetings & Conferences 100 2,338 11,735 14,386 62500 - Education Reimbursement 0 3,285 7,660 6,740 6C - Staff Development Total 459 6,631 22,719 25,068 6D - Repari/Maint/Util 100 - General 63312 - Vehicle Ops - Gasoline 345 650 579 1,920 63320 - Vehicle Repair - Internal 938 791 957 806 63400 - Equipment Maint/Repair 0 342 0 349 63730 - Telecommunications 1,751 1,307 1,752 1,395 63730 - Telecommunications 1,751 1,307 1,752 1,395 6D - Repari/Maint/Util Total 3,035 3,089 3,288 4,470 6E - Contractual Svcs 100 - General 64004 - Internal Service Charge 0 0 0 0 64020 - Advertising 7,080 2,605 23,520 13,561 64030 - Outsourced Labor 0 0 0 0 64050 - Recording Fees 3,522 3,583 5,000 3,583 64062 - Refunds 890 294 0 0 64080 - Insurance - Property 0 1,102 1,206 1,357 64081 - Insurance - Liability 4,042 4,735 5,647 5,373 Recommended Operating Expenditure Budget - Department Total 62 - PLANNING SERVICES Fund/Account/Account Title FY21 Actual Expense FY22 Actual Expense FY23 Adopted Budget FY 24 Recomm'd Budget -60- 64110 - Legal 0 2,126 0 0 64115 - Special Events 0 0 0 500 64130 - Payments to Other Agencies 31,700 31,700 34,010 35,204 64140 - Printing 23 97 635 635 64145 - Copying 1,231 1,747 1,231 1,858 64160 - Rental - Land/Bldgs/Parking 2,941 2,436 3,024 2,520 64190 - Technology Services 15,243 15,876 36,158 17,419 64191 - IT Recharges 0 0 0 11,531 64900 - Other Professional Service 57,904 499 100,500 500 64980 - Technology Equip Maint Cont 10,404 10,404 10,320 0 180 - Community Development 64005 - Services Other Depts 0 0 0 8,710 6E - Contractual Svcs Total 134,979 77,203 221,251 102,751 6F - Commodities 100 - General 65030 - Merchandise for Resale 0 0 0 0 65045 - Technology Equipment 114 630 2,600 1,000 65060 - Office Supplies 1,039 1,965 1,382 1,965 65080 - Postage/Shipping 1,172 1,468 1,195 1,541 65925 - Uniform Purchase 0 102 0 432 65935 - Employee Recognition 0 0 0 0 65990 - Other Supplies 0 0 0 0 180 - Community Development 65080 - Postage/Shipping 0 0 0 0 6F - Commodities Total 2,325 4,164 5,177 4,938 6G - Capital Outlay 100 - General 67100 - Vehicles 0 32,941 0 0 67210 - Furniture/Fixtures 0 3,076 3,381 0 6G - Capital Outlay Total 0 36,017 3,381 0 PLANNING SERVICES - Total 766,601 834,606 1,057,117 994,367 Recommended Operating Expenditure Budget - Department Total 62 - PLANNING SERVICES Fund/Account/Account Title FY21 Actual Expense FY22 Actual Expense FY23 Adopted Budget FY 24 Recomm'd Budget -61- Recommended Expenditure Budget Report by Activity & Funding Source 62 - PLANNING SERVICES Fund/Activity FY22 Actual Expense FY23 Adopted Budget FY24 Recomm'd Budget 6201 - Administration 100 - General 6A - Salaries & Wages 23,246 26,081 28,771 6B - Employee Benefits 7,167 7,873 8,333 6C - Staff Development 30 4,113 5,868 6D - Repari/Maint/Util 452 636 497 6E - Contractual Svcs 5,318 3,460 3,621 6F - Commodities 149 110 149 6G - Capital Outlay 322 —— 180 - Community Development 6E - Contractual Svcs ——8,710 6201 - Administration Total 36,684 42,273 55,949 6202 - Development Services 100 - General 6A - Salaries & Wages 292,973 306,392 335,618 6B - Employee Benefits 104,682 110,937 114,736 6C - Staff Development 3,314 9,045 8,860 6D - Repari/Maint/Util 2,396 2,326 3,731 6E - Contractual Svcs 34,356 156,663 47,575 6F - Commodities 3,633 4,018 3,903 6G - Capital Outlay 34,727 3,381 — 6202 - Development Services Total 476,081 592,762 514,423 6203 - Planning/Historic Preservation 100 - General 6A - Salaries & Wages 202,975 260,603 277,881 6B - Employee Benefits 76,458 89,415 91,801 6C - Staff Development 3,287 9,561 10,340 6D - Repari/Maint/Util 242 326 242 6E - Contractual Svcs 37,530 61,128 42,845 6F - Commodities 382 1,049 886 6G - Capital Outlay 968 —— 180 - Community Development 6F - Commodities ——— 6203 - Planning/Historic Preservation Total 321,841 422,082 423,995 6299 - Pcard Clearing 100 - General 6F - Commodities ——— 6299 - Pcard Clearing Total ——— PLANNING SERVICES TOTAL 834,606 1,057,117 994,367 -62- C I T Y O F D U B U Q U E , I O W A DEPARTMENT DETAIL - PERSONNEL COMPLEMENT 62 PLANNING SERVICES DEPT. FY 2022 FY 2023 FY 2024 FD JC WP-GR JOB CLASS FTE BUDGET FTE BUDGET FTE BUDGET 61010 Full Time Employee Expense 100 5875 GE-40 PLANNING SERVICES MANAGER 1.00 $ 95,767 1.00 $ 104,326 1.00 $ 115,085 100 5600 GE-35 ASSOCIATE PLANNER 1.00 $ 70,635 1.00 $ 74,801 1.00 $ 82,490 100 5275 GE-33 ASSISTANT PLANNER 3.00 $ 209,677 3.00 $ 213,000 3.00 $ 230,617 100 5230 GE-31 ZONING ENFORCEMENT OFFICER 1.00 $ 55,949 1.00 $ 62,469 1.00 $ 68,908 100 5225 GE-30 PLANNING TECHNICIAN 1.00 $ 52,451 1.00 $ 53,927 1.00 $ 57,347 100 225 GE-25 SECRETARY 1.00 $ 50,255 1.00 $ 51,878 1.00 $ 54,646 TOTAL FULL TIME EMPLOYEES 8.00 $ 534,734 8.00 $ 560,401 8.00 $ 609,093 61030 Seasonal Employee Expense 100 5250 NA-38 PLANNING INTERN 0.38 $ 8,353 0.38 $ 10,926 0.38 $ 11,428 TOTAL SEASONAL EMPLOYEES 0.38 $ 8,353 0.38 $ 10,926 0.38 $ 11,428 TOTAL PLANNING SERVICES DEPT 8.38 $ 543,087 8.38 $ 571,327 8.38 $ 620,521 -63- Planning Administration-FT General Fund 10062100 61010 100 5875 GE-40 PLANNING SERVICES MANAGER 0.25 $ 23,941 0.25 $ 26,081 0.25 $ 28,771 Total 0.25 $ 23,941 0.25 $ 26,081 0.25 $ 28,771 Development Services-FT General Fund 10062400 61010 100 225 GE-25 SECRETARY 0.40 $ 20,102 0.40 $ 20,751 0.40 $ 21,858 10062400 61010 100 5230 GE-27 CODE INSPECTOR 1.00 $ 55,949 —$ — — 10062400 61010 100 GE-31 ZONING ENFORCEMENT OFFICER —$ — 1.00 $ 62,469 1.00 $ 68,908 10062400 61010 100 5275 GE-33 ASSISTANT PLANNER 2.00 $ 137,602 2.00 $ 134,136 2.00 $ 148,127 10062400 61010 100 5600 GE-35 ASSOCIATE PLANNER 1.00 $ 70,635 1.00 $ 74,801 1.00 $ 82,490 Total 4.40 $ 284,288 4.40 $ 292,157 4.40 $ 321,383 City Planning/Historic Pres.-FT General Fund 10062700 61010 100 225 GE-25 SECRETARY 0.60 $ 30,153 0.60 $ 31,127 0.60 $ 32,788 10062700 61010 100 5875 GE-40 PLANNING SERVICES MANAGER 0.75 $ 71,826 0.75 $ 78,245 0.75 $ 86,314 10062700 61010 100 5275 GE-33 ASSISTANT PLANNER 1.00 $ 72,075 1.00 $ 78,864 1.00 $ 82,490 10062700 61010 100 5225 GE-30 PLANNING TECHNICIAN 1.00 $ 52,451 1.00 $ 53,927 1.00 $ 57,347 Total 3.35 $ 226,505 3.35 $ 242,163 3.35 $ 258,939 City Planning/Historic Pres.-Seasonal General Fund 10062700 61030 260 5250 NA-38 PLANNING INTERN 0.38 $ 8,353 0.38 $ 10,926 0.38 $ 11,428 Total 0.38 $ 8,353 0.38 $ 10,926 0.38 $ 11,428 TOTAL PLANNING SERVICES DEPT.8.38 $ 543,087 8.38 $ 571,327 8.38 $ 620,521 CITY OF DUBUQUE, IOWA ACTIVITY PERSONNEL COMPLEMENT SUMMARY FY 2022 FY 2023 FY 2024 ACCT FD JC WP-GR POSITION CLASS FTE BUDGET FTE BUDGET FTE BUDGET -64- PRGRM/ DEPT PROJECT DESCRIPTION FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 TOTAL PAGE PLANNING SERVICES Community and Economic Development Historic Preservation Technical Assistance Program $ — $ 30,000 $ — $ 30,000 $ — $ 60,000 297 TOTAL $ — $ 30,000 $ — $ 30,000 $ — $ 60,000 -65- FISCAL YEAR 2024 BUDGET PRESENTATION 1 PLANNING SERVICES DEPARTMENT MISSION STATEMENT 2 The mission of the Planning Services Department is to provide friendly, knowledgeable and professional City Planning, Historic Preservation and Development Services to city residents to ensure a Viable, Livable and Equitable Dubuque. Planning Services Department Retirements 3 Jane Glennon Administrative Assistant 21 years Planning Services Department (8.38 Full-Time Equivalents) 4 Planning Services Department Organizational Chart Insert Image Here 5 4 Boards and Commissions -28 Appointed Volunteers 6 Zoning Board of Adjustment •Jonathan McCoy, Chairperson •Keith Ahlvin, Vice Chairperson •Gwen Kosel •Matt Mauss •Rena Stierman Zoning Advisory Commission •Matt Mulligan, Chairperson •Rich Russell, Vice Chairperson •Martha Christ •Rebecca Kemp •Patrick Norton •Ryan Sempf •Teri Zuccaro 4 Boards and Commissions -28 Appointed Volunteers 7 Historic Preservation Commission •Melissa Daykin Cassill, Chairperson •Thea Dement, Vice Chairperson •Bill Doyle •Janice Esser •Tim Gau •Alec Gustafson •John McAndrews •Christina Monk •Rick Stuter Long Range Planning Advisory Commission •Alan Vincent, Chairperson •Tyler Stoffel, Vice Chairperson •Amy Eudaley •Beth McGrath •Mark Ward •Vacant position 1 •Vacant position 2 8 Port of Dubuque Design Review Committee Chaplain Schmitt Island Design Review Committee Design Review Committees 9 Equity Plan Equitable Fines and Fees Text Amendments Planning Services Department FISCAL YEAR 2023 HIGHLIGHTS •Imagine Dubuque Comprehensive Plan: Implementation Phase 10 •Creation of Housing Incentives •Historic Resource Development Grant -Black Heritage Survey •Vacant and Developable Land Inventory Interactive Map 11 FUTURE INITIATIVES •Unified Development Code Update •Continue to Implement Imagine Dubuque Comprehensive Plan •Update Existing & Future Land Use Map •State Historic Preservation Office Programmatic Agreement •Voelker Highlands & Deereville Neighborhood Survey $403,909 Planning Services Department FY2024 REQUESTED PROPERTY TAX SUPPORT $5.84 Net Property Tax Support Average homeowner’s* property tax cost for Planning Services Department (*Avg. home value of $159,503) 12 CITY PLANNING •Provide staff support to Long- Range Planning Advisory Commission •Engage the community, develop partnerships, and implement Imagine Dubuque •Annexation Study ◦40,000 acres in potential growth ◦Currently 128 pre-annexation agreements (3,309 acres) 13 LONG RANGE PLANNING ADVISORY COMMISSION 14 Development,Implementation and Amendments to the Comprehensive Plan (Imagine Dubuque) Review and provide recommendations to the City Council on: ▪New Urban Revitalization Districts (Tax Abatement) ▪New Urban Renewal Districts (Tax Increment Financing) Undertake specific long range planning projects ▪Update Existing and Future Land Use Maps ▪Vacant and Developable Land Inventory IMAGINE DUBUQUE IMPLEMENTATION Implementation: •Collective Impact Model •Organization Building •Plan Activation •Progress Reporting in AchieveIt http://cityofdubuque.org/imaginedubuque 15 IMAGINE DUBUQUE IMPLEMENTATION: ROLES + RESPONSIBILITIES 16 IMAGINE DUBUQUE IMPLEMENTATION: ROLES + RESPONSIBILITIES 17 DEVELOPMENT SERVICES •Foster partnerships and provide efficient, knowledgeable coordination of sustainable development. •Staff support to the Zoning Board of Adjustment and the Zoning Advisory Commission. •Facilitate and Coordinate the Development Review Team. 18 30 DRT Meetings in FY22 19 DEVELOPMENT REVIEW TEAM DEVELOPMENT REVIEW TEAM 20 Includes new or expanded commercial, industrial, and institutional (non-residential) construction. DEVELOPMENT REVIEW TEAM 21 Residential Subdivision Approvals FY22 Rustic Point Estates #2 46 Lots Vintage Estates 35 Residences Silver Oaks Estates #3 140 Lots ZONING ADVISORY COMMISSION 22 ZONING BOARD OF ADJUSTMENT 23 ZONING ENFORCEMENT CASES 24 HISTORIC PRESERVATION •Staff support for the Historic Preservation Commission. •Conduct research on planning and preservation projects, grants, policies, and ordinances. •Facilitate Section 106 process with State of Iowa for housing rehab projects citywide. 25 BLACK HERITAGE SURVEY 26 EVALUATION & PROTECTION OF HISTORIC RESOURCES •Survey and evaluation of archeological resources •Over 6,000 historic properties surveyed, protecting over 2,000 •$5.8 million investment in historic and downtown neighborhoods (FY22) 27 HISTORIC PRESERVATION COMMISSION 28 CUSTOMER SERVICE SATISFACTION SURVEY FY22 29 30 FY2024 RECOMMENDED IMPROVEMENT REQUESTS Housing Iowa Conference Recurring | $1,000 Net Property Tax Cost: $436 American Planning Association Conference Recurring | $2,000 Net Property Tax Cost: $872 Iowa Bicycle Summit Recurring | $319 Net Property Tax Cost: $139 Leadership Dubuque Non-Recurring | $1,495 Net Property Tax Cost: $652 31 FY2024 RECOMMENDED IMPROVEMENT REQUESTS Dale Carnegie Training for Planning Tech Non-Recurring | $1,995 Net Property Tax Cost: $869 Chamber of Commerce Young Professionals Membership Recurring | $60 Net Property Tax Cost: $26 Telegraph Herald Subscription Recurring | $340 Net Property Tax Cost: $148 City of Dubuque Shirts Non-Recurring | $330 Net Property Tax Cost: $144 32 Project FY 24 Cost Total Project Cost Historic Preservation Technical Assistance Program $ 10,000 $ 10,000 FY 24 CAPITAL IMPROVEMENT PROJECTS Planning Services Department 33 34 DEVELOPMENT SERVICES: FY 24 FEE INCREASE •Recurring Revenue | $23,000/year •Fees last raised in FY2022 •Fees adjusted based on cost of service Equitable Fines & Fees •Special Exception 34 PERFORMANCE MEASURES Planning Services Department -Development Services 35 Goals on Track: 23.5 average days of review and approval from application deadline by Zoning Board of Adjustment 55 average days from application deadline to City Council for Zoning Advisory Commission 1,444 inspections conducted to bring properties into compliance PERFORMANCE MEASURES Planning Services Department -City Planning 36 Goals Improving: 90% Imagine Dubuque recommendations ON TRACK, ACHIEVED www.imaginedubuque.com/progress PERFORMANCE MEASURES Planning Services Department -Historic Preservation 37 Goals on Track: 17.5 average days Historic Preservation review and approval time from application deadline $5.8 million investment in historic and downtown neighborhoods THANK YOU 38