HomeMy WebLinkAboutAGENDA REPORT 2006 0607 CC REG ITEM 08AMOORPARK CITY COUNCIL
AGENDA REPORT
ITEM 8• A .
CITY OF MOORPARK, CALIFORNIA
City Council Meeting
of 6- 7 -A .919,6
ACTION: &44 c -i_4$l&=:J
BY -� 7I 7 _�✓
TO: Honorable City Council
FROM: Mary K. Lindley, Parks, Recreation & Community Services Director%
DATE: May 26, 2006 (CC Meeting of 617/06)
SUBJECT: Consider Withdrawal From the Ventura County Library System
EXECUTIVE SUMMARY
The City Council is being asked to consider withdrawal from the Ventura County Library
System pursuant to the California Education Code, Title 1, Division 1, Part 11, Chapter
6, Article 1, Section 19100 et seq. and the Memorandum of Understanding (MOU)
Between the Ventura County Free Library System and the Cities of Camarillo, Fillmore,
Moorpark, Ojai, Port Hueneme, San Buenaventura, and Simi Valley. On or before
January 1 of any year, a city must notify the board of supervisors if it no longer desires
to be part of the Library System per the Education Code. Under the provision of the
MOU, a party may withdraw from the Library System upon six months written notice to
all other parties. Upon withdrawal, the city would receive the Library System property
taxes and other revenues directly attributable to that incorporated area. Real and
personal property, along with any corresponding debt, would be transferred as long as
the city provides library services.
In order to meet the state and MOU withdrawal timelines, the City needs to make a
decision by June 30, 2006, to take effect on January 1, 2007. The City's next
opportunity for withdrawal would be effective January 1, 2008.
BACKGROUND
The lack of sufficient revenue has put a significant strain on the Ventura County Library
System (Library System), greatly reducing operating and service levels. Over the past
several years, actions have been taken by the Library Commission and the Board of
Supervisors which threatens the revenue source of the Moorpark Library Service Area
and any control and input the City has regarding library policies and direction.
The redistribution of Library System revenue between service areas puts Moorpark's
efforts to update and enhance its Library collection, materials, and services at risk.
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Since 2005, the Council has discussed the feasibility of withdrawing from the Library
System and operating the Moorpark Library on its own or in tandem with another public
entity.
In September 2005, the City retained Arroyo Associates, Inc. to conduct a Library
Feasibility Study to (1) document and analyze the level of service and delivery system
provided under the Library System MOU, (2) summarize current revenue sources and
expenditure demands, (3) seek input from Library stakeholders, (4) conduct a
benchmark survey of library services in comparable communities and recommend
enhancements, (5) document and analyze the financial resources to operate an
independent library at current and enhanced service levels, (6) identify and evaluate
alternative methods of service delivery should the City withdraw, and (7) identify the
steps and timeline for withdrawal. The Report was been completed and reviewed by the
Council's Ad Hoc Library Committee consisting of Mayor Hunter and Mayor Pro Tern
Mikos.
DISCUSSION
The Library Service Needs Report (Report) prepared by Arroyo Associates, Inc. and
provided to the City Council under a separate memorandum, documents stakeholder
interests and needs, analyzes the level and cost of current services, compares services
and facilities in Moorpark with comparable California communities (referred to as
benchmark libraries), and identifies possible modifications to the current facility
(including construction of additional space, acquisition of one or more buildings, and
construction of a new facility) as well as capital and operations costs. Most importantly, it
outlines options for providing library service in Moorpark, including remaining within the
Ventura County Library Agency.
In summary, the Report finds the following deficiencies with the Moorpark Library
including, but not limited to:
• The existing facility of 7,800 square feet is significantly undersized for the
City's current population.
• The library maintains an average of 1.35 volumes per capita as compared
to 2.45 for the benchmark communities and 1.84 per capita for the Library
System as a whole.
Circulation of library materials is 4.46 per borrower, which is lower than
the 6.07 found throughout the Library System and 10.86 average per
borrower found in the benchmark communities.
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Moorpark Library staff equals 0.158 full -time equivalent per 1,000
residents which is substantially below the 0.390 staffing per 1,000
residents in benchmark municipal libraries, but slightly higher than the
average of the Library System. This is because the City Council choose to
fund additional staff from the un- appropriated property tax fund balance.
Library Service Options
The report identifies three main options for providing library service. Within each option
(more fully detailed in the Report), there are a number of alternatives and scenarios that
can be adopted, and which present their own advantages and disadvantages. The three
main options are:
1. Continue with the Ventura County Library operation at the existing facility or
expanded facility (expansion to be funded with return to source fund balance or
City funding source, not by the library agency).
2. Withdraw from the Ventura County Library Agency system and provide
independent library services through the City (in -house with City employees) at
the existing facility or expanded facility.
3. Withdraw from the Ventura County Library system and establish a public - private
partnership (City owned and operated using contract staff) to provide library
services at the existing facility or expanded facility.
The Report makes it clear that first and foremost, the current size of the Moorpark
Library is inadequate for the City's current population and the discrepancy will only
increase as our population grows. Regardless of which option the Council elects to
pursue, without a larger library, collections and programs cannot be sufficiently
expanded. The Report recommends that for the short-term, the City consider interior
remodeling to provide more effective usable space within the existing building. This
would allow for a slightly expanded collection and possibly more program space. Such
improvements would have to be funded using any return -to- source property tax fund
balance and /or City funding sources. Long -term, the Report recommends that the City
building a new library consisting of approximately 23,917 square feet. This expenditure
would have to be borne by the City, along with increased operational and maintenance
costs, whether it remains in the Library System or withdraws.
The Report shows that it is likely that the City can operate the Moorpark Library at
existing service levels and with very modest space enhancements at or near the same
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cost as the County (with some possible cost savings potential). If there are cost savings,
they are not significant, unless the City builds a new facility of approximately 23,917
square feet, under which scenario operating a municipal library is more cost effective
than remaining in the Library System. Note however, that if the City withdraws, there will
be one - time -only costs associated with starting up a library, such as a cataloging system
and software, reference materials, membership in a library cooperative and certain
furniture. These costs were not identified in the Report. Since there does not appear to
be a significant initial cost savings, the decision to withdraw from the Library System will
most likely be driven by the desirability, or not, of local control of services, policies, and
funding issues.
If the Council elects to withdraw from the Library System to gain greater control over the
operations, policies, funding, and future of the Moorpark Library, it will need to consider
whether to operate the library using in- house, City employees, or whether to contract
with a private firm that provides library operations. The Council may also want to
consider starting with a contracted service until the City has sufficient library experience
to transition to an in -house operation, and /or contracting out certain services like
cataloging, purchasing, etc, and retaining the rest in- house. These are issues the
Council will need to make between July 1 and December 31.
It's important to note that the Report identifies a number of unknowns that make it very
difficult to estimate all of the costs, benefits, and risks associated with operating a
municipal library. These unknowns include, but are not limited to:
Initial one -time only start up costs. So much of this depends on the type of
systems and services the City wishes to operate and provide.
• Ability to attract quality library employees.
Creating and maintaining a library website and data base.
Various administration support services.
• Competitive funding opportunities.
Whether the Council decides to withdraw now, or postpones its decision for another
year, it may want to secure a consultant to better identify and cost out the unknowns
(Phase II Study).
Library Funding Sources
In addition to the City's General Fund, the Report identifies potential funding sources for
a municipal library. The Moorpark Service Area is expected to generate approximately
$790,901 in library property tax for FY 2006/07. Should the Council elect to withdraw,
the City would retain about 90 percent (incorporated), or $711,811 of the Service Area
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property tax and lose about $79,090 (10 %) attributed to the unincorporated library
property tax. The $711,811 figure includes the incorporated portion of the off- the -top
property tax ($19,670) that would otherwise be allocated to the system -wide, 2.5 percent
contingency fund recently approved by the Library Commission. Previously the County
reported the unincorporated property tax percentage within the Moorpark Service Area
to be 11.4 percent. It's important to note that should the City remain in the Library
System, the availability of the unincorporated property tax within the Service Area is not
guaranteed and is at the discretion of the Library Commission and the Board of
Supervisors.
Over the past several years, the revenue generated from property taxes has risen and
has benefited the Moorpark Library.
Moorpark Service Area Library Property Tax Estimates
FY 03/04 FY 04/05 FY 05/06 FY 06/07
Incorporated $468,000 $511,800 $532,000 $711,811-
Unincorporated $60,200 $65,800 $68,450 $79,090*
* This does not include the 2.5% percent for the contingency fund that will be taken off the top of
each service area's return to source property tax. This equals $21,856 for the Moorpark Service
Area)
In addition to property tax, it is anticipated that the Moorpark Library will generate
approximately $15,000 to 20,000 in "other" revenue. Other revenue refers to fines and
fees, rents (room rentals), and interest. The City may also be eligible for state Public
Library Funds (PLF) in the approximate amount of $15,000.
In addition to library property tax, the City has a Library Facilities Fee paid by developers
to mitigate the impacts of new residential, commercial, and industrial developments on
the library. Moorpark is the only jurisdiction in Ventura County with this type of library
fee. The revenue generated from this fee can be used for capital enhancements and
improvements and for the purchase of all library materials, computers, furniture, etc. The
City currently has approximately $900,000 in the Library Facility Fund and it is
anticipated that the fee will have generated approximately $2.8 million by build -out.
If California voters approve Proposition 81 on the June 2006 ballot, a percentage of the
bond money raised would be available for capital library projects on a competitive
bases. Successful projects could receive 65 percent of their total construction costs with
the grantee making up the remaining 35 percent. While this could be a potential source
for an expansion to, or construction of a new Moorpark Library, the process will be very
competitive and very expensive (it is estimated to cost about $500,000 to prepare
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preliminary plans and other items needed for the grant application). Regardless of how
such plans might be funded, there is probably insufficient time to perform the necessary
tasks in time to submit a grant application.
The Report also provides information on statewide efforts made by various jurisdictions
to get voter approval for parcel and sales tax measures to support library operations. It
appears that the recent success rate with these types of measure is a little over 50
percent.
Local Control
Over the past several years, the City has been frustrated by decisions made the by the
Library Commission and the Board of Supervisors and the inequitable policies that
result. In March 2005, the Board of Supervisors approved Option Four of the Library
Commission's 2004 Study which revises the MOU's return -to- source provision,
restricting it to property taxes collected within incorporated areas, with revenues from
unincorporated areas allocated at the Library Commission's discretion, and changes to
Service Area boundaries. While the previous Library Director stated to the Library
Commission and the City /County Manager's Group that Option Four would not be
implemented because cities that generated sufficient property tax proceeds, including
Moorpark, agreed to divert their own tax revenues to support the operations of low -
revenue- generating service areas, it is now clear that the County intends to implement
certain provisions of Option Four. Included in Option Four, was an agreement to waive
the revised return -to- source provision for the Camarillo Library (honoring a commitment
made without approval of the Library Commission), such that the Camarillo Service Area
is allowed to retain the unincorporated property tax in the surrounding area to support
the new Camarillo Library currently under construction. If Moorpark were to undertake a
new library facility, this waiver regarding unincorporated property tax would not be
available to the City. In May 2006, the Library Commission approved a County
recommendation to allocate 2'/z percent of each service area's property tax revenues to
finance the system -wide contingency fund even though such action was inconsistent
with the Commission's approved budget policies. In drafting the FY 2006/07 Library
System budget, the County modified the Library Service Areas boundaries by aligning
them with Areas of Interest, rather than "communities of interest, which for the
Moorpark Service Area was the school district boundaries. This resulted in a small loss
of library property tax of the Moorpark Library Service Area (the County is not able to
provide that exact amount). The matter was not brought before the Library Commission
for discussion.
If the City Council wishes to have more control over the Moorpark Library, then
withdrawing from the System would be appropriate. If there is a desire to enhance
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service and construct a larger library in the future, then it would seem that the City would
benefit from control of all aspects of the library's operation. To improve the Moorpark
Library and still be obligated to the Library MOU, Library Commission and the County
would seem to be counter - productive. However, if the Council wishes to maintain the
status quo in terms of service and oversight, remaining in the Library System would
seem to be the appropriate option.
The following bullet points illustrate the impacts the actions of the Library Commission
and /or the Board of Supervisors have had on Moorpark Library's revenue and
demonstrate that lack of stable funding.
The Board of Supervisor's action on March 15, 2005, to approve Option
Four has the potential of reducing revenue to the Moorpark Service Area
by approximately $79,090 (this represents the Service Area
unincorporated library property tax) if implemented today. The City has no
control over the future implementation of Option Four and the potential
loss of the unincorporated property tax within the Moorpark Service Area.
To avoid the implementation of Option Four, the cities of Moorpark,
Camarillo and Simi Valley, and the County agreed to divert a portion of
their Service Area property tax to support the operations of low- revenue-
generating service areas. This would have reduced the Moorpark Service
Area revenue for FY 05/06 by approximately $21,500. It is unclear
whether any of this revenue was needed since library property tax system-
wide was greater than anticipated. Even though it was agreed that Option
Four would not be implemented, it now appears as though certain
provisions were in fact implemented; e.g., revised service area
boundaries.
• At the May 4, 2006, meeting, the Library Commission agreed to fund the
System wide contingency from the return to source library property tax
from each Library Service Area. This reduces the Moorpark Library
Service Area property tax revenue by approximately $21,856 for FY
2006/07.
With the adoption of the FY 2006/07 Library System budget, the County
plans to revise the revenue distribution method that has been in place
since the establishment of the Library MOU. The County's $600,000
General Fund contribution, that has traditionally been distributed to all
county libraries on a circulation /population bases, will only be allocated to
libraries whose expenses exceed their revenues. This will be a loss to the
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Moorpark Service Area in the amount of $42,960 for FY 2006/07. While
this decision may have merit, it was done without appropriate consultation
by all parties and when combined with the 2.5 percent off - the -top
contingency fund allocation, costs the Moorpark Library approximately
$64,816 for the new fiscal year.
Phase II
If the Council elects to withdraw from the Library System effective December 31, 2006,
there are a number of decisions that will have to be made and a number of steps
involved in establishing an independent library (Phase II). It is recommended that the
City hire a consultant to assist with the development of an interim plan and manage the
transition phase from the Library System to a municipal library, selection of an
automation and catalog system and vendor, reference materials, and collection
purchases, secure technological resources, development of job descriptions and
classification plan, and establish a library budget and policies. Additionally, if the City
withdraws, the Council will be asked to decide on whether to operate the library using in-
house staff, to contract out operations, or to use a combination of in -house and contract
services. In order to make that decision, the Council may want additional information,
specifically, better cost information on the operational options.
If the Council approvals withdrawal, staff will return to the Council at a future date with a
recommendation for consultant services for Phase II of the process.
Summary
The Report concludes that based on financial, service, and usage analysis, there does
not appear to be an overwhelming and clear -cut case for any one of the identified
service delivery options or scenarios. As stated above, if the Council is satisfied with the
direction and policies approved by the Library Commission and the Board of
Supervisors, it should elect to remain within the Library System. If however, the Council
has concerns about key directions and decisions made by the Library Commission and
Board and about the future reliability of the MOU's return -to- source property tax
provision, it may conclude that withdrawing from the Library System is in the City's best
interest.
While there are a few unknowns that remain, the City has a good track record of
operating cost effective, quality programs such as the parks and recreation programs
the City provides and the assumption of mosquito abatement and animal control
services. In the latter two cases, the City retained excellent employees and now offers a
higher level of service than was the case when the programs were provided under a
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special district and the County. The City started its parks and recreation programs from
scratch and today they are of similar quality to our much larger neighboring jurisdictions.
STAFF RECOMMENDATION
1. Open the public hearing, receive public testimony, and close the public hearing; and
2. Direct staff as deemed appropriate.