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Council Retreat -Brainstorming Session # 1
2009 South Bend Common Council
The February 5, 2009 Council Retreat of the South Bend Common Council was called to order by
Council President Derek D. Dieter at 6:30 p.m. in the Council Informal Meeting Room at 6:30 p.m.
Following refreshments, President Dieter noted that the Council Retreat was the first of several
internal work sessions which will focus on Council Priorities and Council Operations.
Persons in attendance included Council Members: Rouse, White, LaFountain, Puzzel{o, Dieter,
Varner, Oliver Davis, Henry Davis, Jr., and Kirsits; Mayor Stephen Luecke, Public Works Director
Gary Gilot, Ron Glon, Jerry Niezgodski, Martha Lewis, members of the news media, unidentified
members of the public, Jamie Loo of the South Bend Tribune, and Council Attorney Kathleen
Cekanski-Farrand.
Council President Dieter thanked everyone to coming to the internal work session of the Council.
He noted that there would be limited public comment tonight in light of the primary focus being
upon Council Priorities and Council Operations.
Council Notebooks:
Council President Dieter provided a looseleaf notebook to each Council Member which contained
the following information:
• Council Retreat notice dated January 30, 2009
• The Process-The Cycle for Actions/Strategies from the May 13, 2008 Council Retreat
• Internal Performance Measure from the May 13, 2008 Council Retreat
• Priorities/Goals work sheet from May 13, 2008 Council Retreat
• Power point -copies of Slide # 1-#25
• Indiana Code § 36-4-7-1 through /ndiana Code ~ 36-4-7-11 -City Budget Procedures
• St. Joseph County Depth Profile statistics
Power Point Presentation:
Council Member Karen L. White, Chairperson of the Health and Public Safety Committee;
Council Member Tom LaFountain, Personnel and Finance Committee Chairperson; and
Council President Derek D. Dieter then presented the power point presentation. President
Council Retreat Minutes of February 5, 2009
Page 2
Dieter noted that the Council s theme of ~~transparency and communication" will be consistent
throughout this presentation. He highlighted regulations addressing Council Operations (See:
Slide # 3) addressing attendance at meetings; presence at events with fees; turning cell phones
and pagers to their silent mode during meetings; and being present and in the appropriate
Council seat. He called upon the Council Attorney to highlight the Council s statutory role with
regard to the budget. (See: Slide # 4 address state and local regulations)
Council Member White then recapped the 2008 Council Retreat (See: Slides # 5-7). She
stressed the need for transparency and communication both vertically and horizontally. She
noted the ongoing need to have accountability to the public by both the Council and the City
Administration. Council Member White emphasized that the Council needs to establish
priorities; have discussions with the public and the Administration; implement the priorities
established and monitor progress against timelines. She noted that in 2008 the Council
established public safety as the # 1 priority for the city; and noted that the Council must now
define what that means. Council Member White stated that communication at all levels is
critical, which will be educational for all.
Council Member Kirsits noted that last year he stated that the City was approaching a ~~perfect
storm" with regard to neighborhood problems; fires; arsons; vacant buildings; etc. which is not
unique to South Bend.
Council Member LaFountain then reviewed the alternative types of budgeting: traditional
historic budgeting, zero-based budgeting, and priority-based budgeting. He noted that priority-
based budgeting requires the establishing of funding hierarchy. The Council needs to know
information on all funding sources and uses in order to set allocations. He stated that this will
require looking at the budget from a different angle, noting that there are different ways to reach
common goals. He then reviewed goal setting; challenges; and transparency (See: Slides # 8 -
# 14)
Council President Dieter noted that realistic timelines must be established once realistic goals
are established, noting that public safety is 72-75% of the General Fund budget. He noted that
Council Retreat Minutes of February 5, 2009
Page 3
the Council is looking into how the delayed tax billings can be corrected since $3/4 million has
been spent by the city on interest for loans as a result of these delayed billings. (See: Slides #
15 - # 18)
Council Member White noted that the emphasis should be on priorities framing the budget, with
the Council working collectively with the City Administration. She again noted that with public
safety being # 1 priority, the process requires information to be gathered, shared and
discussed. As the Council reaches consensus, those priorities need to be advanced. Tonight
is the beginning of that conversation and it wilt require a different way of working with the
Administration. (See: Slides # 19 - # 20)
Council Member LaFountain stressed the need for the citizens need to know, so that they do
not see the budget process as ~~back room dealings"; but rather that there is common sense
communication by the public officials who are the servants of the public. He noted that priority-
based budgeting is all inclusive - it requires communication and information sharing with the
Council, the Administration and the citizens. Priority-based budgeting results in a ~~hierarchy of
goals and then we work with the numbers". (See: Slides # 21 - # 23)
Council President Dieter suggested that additional internal work sessions of the Council will be
needed for the process to be successful. He then passed out a 1-page ~~Council Assignments"
sheet which focused on five (5) topics: TIF Funding, Major Moves, Redevelopment, Stimulus
Package, and South Bend Budget vs. General Budget (copy attached). He also suggested that
an ad hoc committee may be needed to bounce ideas and concepts with to gain different
perspectives. (See: Slides # 24 - # 25)
Council Member Rouse stated that the ~~wagon may be in front of the horse". He suggested
that the Administration should be at the table and should be part of a collaborative effort. He
noted that the process could be a ~~win/win" if both the Council and Administration are at the
table, especially in light of serious reductions in funding.
Council Retreat Minutes of February 5, 2009
Page 4
Council President Dieter stated that the Council is "getting the horse out of the barn" with this
process by formulating priorities, as the first step in a multi-step process which will include the
Administration and the public.
In response to a question from Council Member Oliver Davis, the Council Attorney noted that
priority-based budgeting is not a new concept. She noted that several communities have
effectively used this concept - such as the state governments of Georgia and Oregon; as well
as communities and school districts in Colorado.
Council Member White stated that priority-based budgeting provides direction and gives clarity
to the process. She sees the challenge as how do we bring together all of the competing
interests for city funds. Setting priorities will guide those discussions and provide structure to
facilitate conversation. She added that the worse thing would be for the city to go in different
directions. The process starts with conversation.
Council Member Puzzello stated that she sees as the first objective being working as a team
and not as nine (9) separate people. The team then pursues what they believe in and have
prioritized, with this need being the 1St work to be done
Council Member LaFountain stated that he "agrees with Council Member Puzzello totally". He
stated that "it is imperative for the Common Council to know where we are going, and sees this
not as a list of demands to the Administration, but rather having discussions where there will be
give-n-take conversations; compromises; and the opportunity to move forward with good
suggestions".
Council Member Rouse stated that the problem is when things appear when there has not been
dialogue, noting that it appears that at least three Council Members have worked on the
proposed budgeting concept.
Council Member White stated that in all of the previous Council Retreats which have been held
over the years there have been common themes:
Council Retreat Minutes of February 5, 2009
Page 5
• Communication -which starts among ourselves
• Putting issues on the table
• Transparency
• Need for structure and communication
Council Member White added that she often asks why is she on a Standing Committee, what
are their goals, etc.
Council Member Oliver Davis stated that all nine Council Members need to have the
opportunity to be a part of the team. All need to work to come together better.
Council Member Kirsits stated that there has to be a starting point. The Council can be a
cheerleader or a leader. Seeking greater efficiencies in fight of limited resources should always
be one of the Council s goals. He noted that the Mayor said it best when he stated that ~~there
has to be a mix of everything for the betterment of South Bend". Council Member Kirsits stated
that tonight is a good beginning and the Administration will be brought in later.
Council President Dieter stated that he has been dealing with the Mayor and that these internal
work sessions are works in progress. He stated that we all need to help each other if the
process is to be successful and referred back to power point slide # 23 addressing ~~Tasks
Ahead" and the setting of priorities and reaching a consensus of the Council.
Council Member Puzzello noted that she had previously stated when the dates for the Council
Retreat were being selected that she would be unable to attend the February 12th meeting due
to a prior commitment. She stated that she would like handouts from that session.
Council President Dieter assured Council Member Puzzello that she would have the handouts
and the minutes from the next work session. Council President Dieter then called upon Mayor
Luecke for an update.
Mayor Luecke stated that he and six other Mayors were in Washington, D.C. as part of TACT.
They met with legislative members and staff members with their primary goal being the asking
Council Retreat Minutes of February 5, 2009
Page 6
of monies for the local levels and the need for such money to be distributed quickly. He noted
that Public Works Director Gary Gilot has prepared a list of "shovel-ready" projects so that
they could be considered for infrastructure dollars. The Mayor stated that they received
positive responses with the stimulus bill perhaps going to a conference committee as early as
this weekend.
Mayor Luecke thanked the Council for tonight s work session and the thoughtfulness which
has gone into the process. The Mayor stated that "he is on the same page with the Council
with regard to priority based budgeting", adding that the "would be delighted to work with the
Council~~.
Mayor Luecke stated that he has also been to Indianapolis urging the General Assembly to
pass a state law which would require COLT monies to be distributed on a timely basis. The Bill
being proposed would require distribution within ten (10) days of receipt.
Council President Dieter again thanked everyone for attending the Councils work shop
session, and then adjourned the meeting at 8:10 p.m.
Res ctfully s 'tte ~
Council President Derek D. Dieter
South Bend Common Council
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