[00:00:01]
[Council Government Performance & Financial Management Committee on May 21, 2024.]
I'M GOING TO CALL THIS MEETING OF THE GOVERNMENT PERFORMANCE AND FINANCIAL MANAGEMENT COMMITTEE TO ORDER.THANK YOU FOR EVERYONE WHO JOINED US TODAY FOR THIS MEETING BEFORE MEMORIAL DAY.
WE'RE GOING TO START OFF WITH THE MINUTES FROM APRIL 23RD, 2024.
ALL RIGHT. ANY OPPOSED? MOTION CARRIES.
NEXT, I'M GOING TO INVITE DOCTOR PEREZ UP TO COME ON DOWN AND TALK TO US ABOUT THE REVIEW OF THE CITY REAL ESTATE FOR DEVELOPMENT AND REDEVELOPMENT. AND JUST TO REMIND THE GENERAL PUBLIC.
I THINK IT'S BEEN MAYBE A YEAR NOW THAT WE ASKED FOR THIS TO US TO START HAVING A DISCUSSION ABOUT THE CITY'S REAL ESTATE PORTFOLIO AND TO FIND WAYS TO HOPEFULLY PAY FOR THE PENSION AND OTHER ACTIVITIES IN THE CITY.
DOCTOR PEREZ, I KNOW, IS THIS YOUR LAST COMMITTEE MEETING? YES, SIR, IT IS.
FOR ONCE WE STARTED HAVING THOSE DISCUSSIONS HERE AND REALLY AMONGST FULL COUNCIL YOU JUMPED RIGHT INTO IT AND REALLY HELPED SHINE A LIGHT ON THE PROCESS OF THE CITY'S REAL ESTATE AND WHAT WE WERE AND WEREN'T DOING WITH IT.
SO, I'M GOING TO TURN IT OVER TO YOU TO TAKE IT FROM HERE.
HONORABLE CHAIR, MEMBERS OF THE COMMITTEE.
ROBERT PEREZ, ASSISTANT CITY MANAGER.
THANK YOU FOR THAT. BEFORE I GO ON, I DO NEED TO MENTION THAT AND YOU TOUCHED ON IT SHORTLY THAT THIS HAS REALLY, TRULY BEEN A MULTI-DEPARTMENTAL EFFORT, AND WE WOULDN'T BE HERE DISCUSSING THIS WITHOUT THE MEMBERS OF THAT TEAM.
SO, WITH THAT THIS THIS MONTH'S UPDATES ARE CONTINUES ON LAST MONTH'S UPDATE THE TEN PROPERTIES THAT WE'VE IDENTIFIED AS POTENTIAL OPPORTUNITIES TO EITHER SELL AND OR REDEVELOP THEY ARE LISTED HERE IN THE MEMORANDUM.
AS MENTIONED LAST MONTH DALLAS WATER UTILITIES HAS FUNDED THE APPRAISAL FOR THE HUTCHINS PROPERTY.
THE AVIATION FUND HAS FUNDED THE APPRAISAL OF EXECUTIVE AIRPORT.
AND THE EIGHT OTHER PROPERTIES HAVE BEEN FUNDED THROUGH GENERAL FUND CONTINGENCY THAT WAS APPROVED BY CITY COUNCIL ON MAY 8TH AS PART OF THE MID-YEAR BUDGET ADJUSTMENT.
THOSE APPRAISALS ARE UNDERWAY.
EITHER EXECUTIVE COMMITTEE, THROUGH EXECUTIVE DISCUSSION THROUGH EITHER COMMITTEE OR CITY COUNCIL.
THAT WOULD BE BASED UPON CITY COUNCIL'S DIRECTION TO EITHER SELL AND OR REDEVELOP THEM.
THOSE SIX PROPERTIES ARE LISTED ON PAGE TWO OF THE MEMORANDUM.
WE'D IDENTIFIED A NEED OF ABOUT $600,000.
IN THE EVENT THAT WE CHOOSE TO REDEVELOP THOSE PROPERTIES.
SO, WE HAVE THAT WE HAVE THAT FUNDING AVAILABLE.
AS FAR AS NEXT STEPS, AS MENTIONED, WE SHOULD HAVE THE APPRAISALS IN HAND BY MID-JUNE.
AND BE READY TO DISCUSS THOSE IN EXECUTIVE SESSION WITH YOU, THE COMMITTEE OR CITY COUNCIL.
AND THAT'S MY UPDATE FOR THIS MONTH, SIR.
THANK YOU FOR THAT. AND ARE THERE ANY PROPERTIES ON THE LIST OF THE TEN PROPERTIES ON THE FIRST PAGE THAT WE ALREADY HAVE INTEREST IN? YES, SIR.
[00:05:50]
IT'S WORKING THROUGH THE EDC OR AN ENTITY LIKE THAT THAT COULD WORK ON BEHALF OF THE CITY TO I GUESS GARNER A DEAL.THAT COULD MAKE THOSE FUNDS GENERAL FUND ELIGIBLE.
OKAY, TO PAY DOWN ON OUR PENSION? THAT'S CORRECT, SIR. AND YOU REFERENCED THE EDC.
THAT'S THE ECONOMIC DEVELOPMENT CORPORATION, RIGHT? YES, SIR. APOLOGIES. YES.
OKAY. ARE THERE ANY OTHER PROPERTIES THAT HAVE INTEREST THAT WE'RE AWARE OF AT THIS TIME THAT THAT IS THE ONLY ONE, SIR, AT THIS TIME THAT WE'RE AWARE OF FROM THIS LIST, CAN YOU GIVE US AN INDICATION OF WHO'S INTERESTED? I'D RATHER NOT, SIR.
BEFORE WE MAKE ANYTHING PUBLIC, I'D RATHER NOT.
AND I ASSUME YOU CAN'T GIVE US AN INDICATION OF WHAT KIND OF NUMBERS WE'RE TALKING ABOUT HERE.
IF IT'S GOING TO MAKE A REAL IMPACT ON THE PENSION OR NOT.
I I'M NOT READY TO DISCUSS THAT, SIR.
I'D RATHER DISCUSS AN EXECUTIVE SESSION.
ALL RIGHT I'M GOING TO TURN TO MY COLLEAGUES.
OKAY. WELL, I HAVE A VARIETY OF QUESTIONS.
CONTINUING WITH THE DALLAS WATER UTILITIES PROPERTY, IS IT POSSIBLE THAT THE INCREASE IN VALUE FROM THE TIME THAT IT WAS PURCHASED TO TODAY, THAT JUST THAT DIFFERENCE COULD RETURN TO GENERAL FUND? AS MENTIONED, CHAIR MENDELSOHN, WE ARE TRYING TO FIND A WAY IN ORDER FOR THAT TO ACTUALLY OCCUR.
AND I THINK YOU STARTED REFERENCES.
AND THE CHAIR ASKED FOR GRAPHICS SO THAT WE COULD HAVE A BETTER UNDERSTANDING OF THESE.
DO WE HAVE THOSE GRAPHICS? I DO NOT HAVE A GRAPHIC, MA'AM.
OKAY, AND THAT YOU THOUGHT THAT YOU WOULD HAVE APPRAISALS DONE.
AND SO, IN THAT MEMORANDUM, I ALSO REFERENCED THAT WE WOULD HAVE TO FIND THAT FUNDING.
AND AT THE BEGINNING OF THIS BRIEFING, I MENTIONED THAT CITY COUNCIL APPROVED THAT $36,000 FOR US AS PART OF THE MID-YEAR BUDGET ADJUSTMENT TO MOVE THAT FORWARD AND THE $36,000 THE ANTICIPATE THAT BEING ONE VENDOR OR VARIOUS VENDORS FOR VARIOUS PROPERTIES.
I BELIEVE IT'S THREE VENDORS, MA'AM, TOTAL FOR THE VARIOUS PROPERTIES.
AND WOULD THAT BE FOR THE REMAINING EIGHT PROPERTIES, MEANING YOU'VE ALREADY GOT THE AIRPORT UNDER CONTRACT? AS MY UNDERSTANDING DWU WERE PUTTING ASIDE.
SO, YOU'VE GOT EIGHT ADDITIONAL PROPERTIES.
WOULD THE 36,000 PAY FOR ALL EIGHT? YES, MA'AM. OKAY.
OKAY, SO THE NEXT QUESTION I HAVE IS THAT IT'S YOU RIGHT IN THE TOP OF PAGE TWO OF THE MEMO THAT'S ANTICIPATED THAT STAFF SHOULD BE READY TO DISCUSS THEIR APPRAISALS DURING EXECUTIVE SESSION IN JUNE 2024.
DO YOU HAVE A DATE FOR THAT? I DON'T. IT'S MID-JUNE SOMETIME.
I'M JUST DEPENDING UPON WHEN WE GET THE APPRAISALS IN HAND.
OKAY, WELL, THAT WOULD REALLY ONLY GIVE YOU TWO OPPORTUNITIES IN JUNE.
AND THEN OF COURSE, NOT ANYTHING UNTIL AUGUST.
AND I FEAR THAT'S PROBABLY WHAT'S GOING TO HAPPEN.
MY NEXT QUESTION IS ABOUT THE 600,000 IN FUNDING FOR BROKERAGE AND RFP SERVICES.
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SO, I'M NOT CLEAR EXACTLY WHAT WE'RE GOING TO GET FOR THE 600,000.COULD YOU ELABORATE ON THAT? YES, MA'AM. SO, WHAT WE ANTICIPATE FOR THAT IS TO ACTUALLY HELP US DEVELOP RFP FOR THOSE PROPERTIES.
IF CITY COUNCIL DEEMS THAT THAT'S THE DIRECTION THAT WE SHOULD GO IN LIEU OF SELLING THE PROPERTIES.
AND SO, THEY WILL HELP US DEVELOP THE RFP FOR IT.
LOOK AT DEVELOPMENT OPPORTUNITIES.
TELL US WHAT THE BEST USE OF THOSE POTENTIAL REDEVELOPMENTS MIGHT BE, WHETHER IT BE MIXED USE RETAIL, MIXED USE HOUSING THINGS THAT THE AREAS ARE ZONED FOR AND THEN AGAIN TO HELP US POTENTIALLY FIND INVESTORS THAT WE MAY NOT BE PRIVY TO THOUGH TO HELP REACH OUT AND I GUESS ADVERTISE THIS FOR US.
SO, THE BROKERAGE SERVICES AREN'T, LIKE, CONTINGENT ON A SALE OR A TRANSFER OF PROPERTY.
SO, I BELIEVE THAT OUR CURRENT CONTRACT THAT WE HAVE WITH CBRE, THAT IS THE CASE.
HOWEVER, ONE OF THE THINGS THAT I PREVIOUSLY MENTIONED IS WE MIGHT DEVELOP AN RFP TO DO SOMETHING DIFFERENT TO MAYBE WHERE IT'S A FEE-BASED SERVICE RATHER THAN SOMETHING CONTINGENT UPON THE SALE.
AND WHO'S GOING TO SEE THE PROVISIONS INCLUDED IN THAT FEE BASED SERVICE? AS FAR AS THE PARTIES HERE, OR ARE YOU TALKING ABOUT IS THAT GOING TO COME TO COUNCIL? IT WOULD HAVE, YEAH, WE WOULD MAKE SURE TO BRING THAT TO COUNCIL BEFORE WE AWARDED SOMETHING.
YOU'VE GOT THE TEN FOR SALE DEVELOPMENT OR REDEVELOPMENT AND THEN THESE SIX.
WHY WOULDN'T WE SELL SOMETHING LIKE THE FAMILY GATEWAY BUILDING OR THE GOOD-LATIMER BUILDING AGAIN? COUNCIL MEMBER, WHAT I'VE SAID IS THAT WE'RE GOING TO ASK AND SEEK COUNCIL'S GUIDANCE AS TO WHAT WE WOULD DO.
WE BELIEVE THAT THESE ARE PROPERTIES.
NUMBER ONE, AS I MENTIONED, TWO OF THE LIBRARIES THAT I BELIEVE THAT THE FRIENDS OF LIBRARIES AND THE LIBRARY DEPARTMENT HAVE ACTUALLY IDENTIFIED AS POTENTIAL REDEVELOPMENT OPPORTUNITIES, ESPECIALLY NOW BECAUSE WE HAVE FUNDING IN THE BOND FOR THEM FOR THE 2024 BOND.
THE OTHER PROPERTIES ARE PROPERTIES THAT NO CITY DEPARTMENTS HAVE IDENTIFIED ANY FUTURE USE FOR AND THAT WE COULD POTENTIALLY REDEVELOP THEM OR SELL THEM AGAIN, GIVEN COUNCIL'S GUIDANCE.
YEAH, I THINK THE LIBRARY SHOULD SORT OF BE PUT TO ONE SIDE.
AND TO YOUR POINT, THEY HAVE BOND FUNDING WITH THEM.
I KNOW COUNCILMEMBER MORENO TALKED ABOUT WHAT IF, YOU KNOW, FIRE STATIONS WERE INCORPORATED, WHAT IF, YOU KNOW, LOTS OF OTHER THINGS COULD BE ON THE PARTICULAR SITES, ALTHOUGH PARK FORCE IS A VERY SMALL PROPERTY.
HAVE YOU ASKED SO DO WE HAVE CBRE UNDER CONTRACT FOR THE 600, OR YOU'RE SAYING THAT'S THE CONTRACT THAT WILL COME TO US? SO, WE DO HAVE CBRE UNDER CONTRACT FOR THOSE SERVICES.
HOWEVER, I DID MENTION THAT WE COULD POTENTIALLY DO AN RFP TO DO MORE OF A FEE-BASED PROCESS RATHER THAN YOU KNOW, CONTINGENT UPON A SALE OR A PERCENTAGE.
SO THOSE ARE CONSIDERATIONS THAT THAT WE HAVE IDENTIFIED.
IF WE ALREADY HAVE THEM UNDER CONTRACT, WHY WOULD WE THEN SEND IT OUT TO AN RFP? BECAUSE THE CBRE CONTRACT, MA'AM, IS THAT FEE BASED THAT THAT THEY WOULD TAKE, YOU KNOW, A CERTAIN PERCENTAGE OFF OF A POTENTIAL SALE? IF WE DO AN RFP FOR SOMETHING DIFFERENT, WE COULD POTENTIALLY LOOK AT A FEE-BASED PROCESS VERSUS A FLAT FEE VERSUS SOMETHING THAT'S CONTINGENT UPON A PERCENTAGE. AND WHAT IS THE PERCENTAGE THAT WE HAVE AS OUR CONTRACT? IT WAS THREE 3%.
WELL, I DON'T KNOW. ASSETS OF THE SIZE.
AND WHY WOULDN'T WE ASK CBRE FOR THIS FEE TO ACTUALLY DO A MARKET SURVEY FOR US AND TELL US WHAT THEY EXPECT THEY COULD GET? SO AGAIN, WE'D HAVE TO WORK ALONG THE PROVISIONS OF THE CONTRACT, MA'AM.
AND I MEAN, I DON'T THINK THAT THAT IS IN THE CONTRACT.
SO THAT'S WHY WE WOULD PAY THEM TO DO THIS.
WHAT IS IT? WE'RE GETTING OUT OF THIS MEMO? WHAT IS IT THAT THERE'S A COMMITMENT TO BRING TO US NEXT MONTH? GIVEN THAT YOU WON'T BE HERE.
[00:15:09]
SO, IN THE MEMORANDUM IT TALKS ABOUT NEXT STEPS BEING THE APPRAISAL DISCUSSION AND THEN SEEKING COUNCIL'S GUIDANCE ON WHETHER OR NOT TO SELL THE PROPERTIES OR TO GO DOWN THE ROAD OF TRYING TO REDEVELOP THEM.BUT HOW COULD COUNCIL MAKE A DECISION ABOUT THIS WHEN WE DON'T HAVE AN UNDERSTANDING OF THE VALUE? WELL, THAT'S WHY IT SAYS IN HERE THAT WE'LL PROVIDE THE APPRAISALS AND EXECUTIVE SESSION.
I'VE SEEN THAT COUNCIL MEMBER OR CHAIRMAN MORENO HAS QUESTIONS.
IS THERE A WAY FOR YOU TO IDENTIFY WHICH DEPARTMENTS ARE ASSOCIATED WITH EACH PROPERTY? THAT WAY WE CAN SEE WHICH ONES ARE MOVING THROUGH AND WHICH DEPARTMENTS.
WE NEED TO PUT A LITTLE MORE PRESSURE ON TO GET THOSE APPRAISALS BACK SOONER.
OKAY, SO AT THE BEGINNING, SIR, I MENTIONED THAT THE REVIEW AND THE DISCUSSION HAS BEEN MULTI-DEPARTMENTAL WE DO HAVE A LIST OF PROPERTIES THAT ALSO HAVE THE RESPONSIBLE DEPARTMENT LISTED.
SO, WE HAVE THAT FOR ALL OF OUR PROPERTIES.
SO, THESE AGAIN THE TEN PROPERTIES THAT ARE BEING REFERENCED IN THIS MEMORANDUM THAT THEY'RE BEING OVERSEEN BY MULTI-DEPARTMENTAL TEAM TO INCLUDE THE EXECUTIVES AT THE CITY MANAGER, DEPUTY CITY MANAGER AND ASSISTANT CITY MANAGER LEVEL.
THEY'RE ALSO COORDINATING THE APPRAISALS FOR THE DWU AND AVIATION APPRAISALS AS WELL.
OKAY. AND I KNOW WE'VE ASKED FOR THIS, AND IF I'M OVERLOOKING IT, I APOLOGIZE.
BUT DO WE HAVE ZONING ATTACHED TO EACH PROPERTY? EXISTING ZONING? I DO NOT HAVE THAT, SIR, BUT I CAN MAKE SURE THAT THAT'S PRESENTED.
I'LL FOLLOW UP THIS WEEK WITH THE MEMORANDUM, IF THAT'S OKAY.
YEAH, A COUPLE FOLLOW UPS. THAT WAS A GREAT QUESTION.
AND AFTER THAT IS OUR MARATHON AGENDA, THE LAST AGENDA BEFORE JULY.
SO, THERE'S NOT AN OPPORTUNITY FOR GPFM PRE-BRIEFING I SAY JUST TAKE IT STRAIGHT TO COUNCIL, AND I REITERATE MY REQUEST FOR THE GRAPHICS, BECAUSE A COUPLE OF THESE PROPERTIES, I'VE NEVER BEEN TO, MOST OF THEM I HAVE JUST SO WE CAN SEE IT.
AND THEN THE ACREAGE AND THEN ALSO THE.
OF COURSE YOU'LL HAVE THE APPRAISAL NUMBERS, WE HOPE BY THEN.
AND THEN. CHAIR MORENO'S REQUEST FOR ZONING.
I THINK ALL OF THAT WILL HELP GIVE US A PICTURE OF, YOU KNOW, HOW CAN HOW CAN WE ADVISE YOU BEST ON WHAT TO DO? RIGHT. ANYBODY ELSE? ALL RIGHT. THANK YOU, DR.
ANNUAL REVIEW OF PROPERTY TAX EXEMPTIONS FOR OVER 65 AND DISABLED HOMEOWNERS.
JEANETTE WHEDON DIRECTOR OF BUDGET AND MANAGEMENT SERVICES AND ONE OF THE CITY'S FINANCIAL MANAGEMENT PERFORMANCE CRITERIA REQUIRES AN ANNUAL REVIEW OF THE OVER 65 DISABLED EXEMPTION.
GREAT. GOOD AFTERNOON. THANK YOU VERY MUCH, MISS WEEDON.
IVAN GALE, ASSISTANT DIRECTOR HERE IN BUDGET AND MANAGEMENT SERVICES.
ON THIS NEXT SLIDE, I'M GOING TO JUST WALK YOU THROUGH THE OUTLINE OF THE PRESENTATION.
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SO, TO START OFF CURRENT YEAR TAXES ARE THE SINGLE LARGEST REVENUE SOURCE FOR THE CITY AT $1.4 BILLION.THE GENERAL FUND RECEIVES ABOUT $1 BILLION OF THAT, OR 72% OF THAT 1.4.
AND THE DEBT SERVICE FUND RECEIVES $398 MILLION FOR ABOUT 28%.
DO YOU WANT TO REMIND COUNCIL MEMBERS THAT PROPERTY TAXES ARE BASED ON THREE THINGS PROPERTY VALUES THAT ARE DETERMINED BY THE APPRAISAL DISTRICTS THAT THE CITY OF DALLAS IS WITHIN. AND AS A REMINDER, CITY OF DALLAS DOES SIT WITHIN FOUR COUNTY APPRAISAL DISTRICTS.
THE THREE EXEMPTIONS SET BY THE CITY COUNCIL THAT WILL GO OVER IN THE NEXT FEW SLIDES.
AND THEN LASTLY, THE TAX RATE THAT'S SET BY THE CITY COUNCIL ANNUALLY.
SO, ON THIS NEXT SLIDE, JUST GOING TO POINT OUT THAT THE CURRENT TAX RATE IS 73.50 $0.07 PER $100 OF VALUATION, AND THAT WAS ADOPTED BY THE CITY COUNCIL BACK ON SEPTEMBER 2023.
CITY COUNCIL HAS LOWERED THE ADOPTED TAX RATE FOR THE LAST EIGHT YEARS.
THAT'S BEEN A TOTAL REDUCTION OF ABOUT 6.1 $0.03, OR ABOUT 7.7%, SINCE FY 2016.
BOTH FUNDS, THE GENERAL FUND AND THE DEBT SERVICE FUNDS HAVE REDUCED CUMULATIVELY ABOUT $0.03 EACH IN THE PAST EIGHT YEARS, AND THE FOREGONE REVENUE ASSOCIATED WITH THAT IS ABOUT $110 MILLION.
VALUES IN THE CITY OF DALLAS ARE ABOUT $198 BILLION.
RESIDENTIAL INCLUDES SINGLE FAMILY HOMES AND HOME SITE LAND.
THAT'S ABOUT 45% OF THAT $198 BILLION, OR ABOUT $89 BILLION OF THAT TOTAL.
THAT'S ABOUT $109 BILLION OF THAT $198 BILLION I REFERENCED EARLIER.
TAXABLE PROPERTY VALUES JUST REPRESENT THE MARKET VALUE DETERMINED AGAIN BY APPRAISAL DISTRICT'S NET OF ALL THE EXEMPTIONS THAT ARE APPLIED TO PROPERTY OWNERS IN THE CITY. 60.
THE AGE 65 AND OVER DISABLED EXEMPTION, WHICH WAS MODIFIED UP TO $139,000 LAST JUNE OF 2023, AND THEN THE 100% EXEMPTION FOR QUALIFYING CHILDCARE FACILITIES THAT WILL BEGIN IN THE NEXT FISCAL YEAR, AND THAT WAS APPROVED BY THE CITY COUNCIL EARLIER THIS YEAR BACK IN FEBRUARY.
SO THAT $56 BILLION THAT IS EXEMPT FROM TAXATION RESULTS IN ABOUT THAT $415 MILLION REVENUE FOREGONE, OR AN EQUIVALENCY OF 20.96 TAX RATE? IF THAT WAS REFLECTED IN THE TAX RATE.
SO ESSENTIALLY A TAX RATE REDUCTION OF ABOUT $20.96.
AND THAT SAME TIME PERIOD, EXEMPTION VALUES HAVE INCREASED BY 86%.
TO SPEAK A LITTLE BIT ABOUT THE HOMESTEAD EXEMPTION.
AS A REMINDER, IN APRIL 1988, CITY COUNCIL AUTHORIZED THE 20% HOMESTEAD EXEMPTION THAT'S CURRENTLY IN EFFECT FOR ALL OWNER-OCCUPIED RESIDENTIAL PROPERTIES, WHICH IS THE MAXIMUM ALLOWABLE BY STATE LAW.
THIS OFFERS ACROSS THE BOARD TAX RELIEF FOR ALL HOMEOWNERS AND REDUCES A RESIDENT'S TAX BILL.
AND THAT REPRESENTS $118 MILLION OF REVENUE FOREGONE OF THE TOTAL $415 MILLION.
THAT IN AND OF ITSELF REPRESENTS ABOUT A SIX-CENT TAX RATE REDUCTION.
[00:25:04]
MOVING ON TO THE FINAL EXEMPTION, THE AGE 65 OR OVER.DISABLED PROPERTY TAX EXEMPTION.
THEN, BEGINNING IN 2021, WHEN THE FMPC WAS CHANGED TO AN ANNUAL ANALYSIS IT STARTED BEING CHANGED ON AN ANNUAL BASIS, AND THAT'S WHY IT'S GONE UP FROM THE $90,000 IN 2017 TO $139,000 THAT IS CURRENTLY ADOPTED BY COUNCIL.
SO, ON THIS SLIDE WE'RE SHOWING YOU SORT OF THE CURRENT CIRCUMSTANCES FOR PAYING NO CITY TAXES.
SO, IF A PROPERTY OWNER, AN ELIGIBLE PROPERTY OWNERS PROPERTY IS $124,000 OR LESS.
THE AGE 65 AND OVER EXEMPTION ACCOUNTS FOR ABOUT $8.5 BILLION OF VALUE BEING EXEMPT FROM TAXES.
AND THAT'S ABOUT $62.7 MILLION IN REVENUE FOREGONE.
AS AN EQUIVALENCY, THAT'S ABOUT A 3.16 TAX RATE REDUCTION.
SO, YOU'LL SEE THAT IN 2000, THE TAX YEAR 2021 AVERAGE SINGLE FAMILY HOME MARKET VALUE WAS $328,000.
AND IN THE CURRENT FISCAL YEAR THE SINGLE-FAMILY HOME MARKET VALUE HAS NOW INCREASED TO $435,000.
THIS SLIDE JUST SORT OF REPRESENTS THAT TABLE, BUT IN A BIT OF A LARGER SCOPE.
IT SHOWS YOU THE REVENUE FOREGONE IN THE MILLIONS OF DOLLARS FROM FY 17 TO THE CURRENT FISCAL YEAR.
YOU'LL SEE ON THE FAR-LEFT HAND SIDE THAT WE LIST TO YOU SORT OF THE DECISION POINTS THAT COUNCIL MADE OF WHEN EACH OF THE EXEMPTIONS WERE, WERE MODIFIED BY THE CITY COUNCIL. SO, YOU'LL SEE THAT WITH THE BROWN ARROW POINTING DOWN IN FY 17, THE EXEMPTION AMOUNT WAS $25.7 MILLION IN REVENUE FOREGONE.
AND IN THE CURRENT FISCAL YEAR, THAT IS NOW $62.7 MILLION IN REVENUE FOREGONE.
FOR CONTEXT, THE EXEMPTION AMOUNT HAS INCREASED BY 55%, OR $49,000.
IN THIS CHART. SO GOING FROM $90,000 TO $139,000 THAT IT IS RIGHT NOW, WHILE THE REVENUE FOREGONE HAS INCREASED BY ABOUT 143%, OR $37 MILLION IN ADDITIONAL REVENUE FOREGONE.
FOR THE FINANCIAL MANAGEMENT PERFORMANCE CRITERIA NUMBER 23.
WE DO HAVE TO LOOK AT TWO THINGS ANNUALLY.
AND WE HAVE TO RECOMMEND SORT OF WHICH IS WHICHEVER IS GREATER OF THE FOLLOWING TWO THINGS.
NUMBER ONE, THE MOST RECENT CPI FOR THE ELDERLY, THE CONSUMER PRICE INDEX FOR THE ELDERLY.
I MEAN THE COUNTY APPRAISAL DISTRICT.
SORRY ABOUT THAT. SO THAT THEY CAN REFLECT THEM IN THE TAX ROLLS THAT WILL RECEIVE IN JULY.
ON THIS SLIDE. THIS IS JUST A VERY BRIEF SUMMARY OF OUR FINDINGS.
IN REGARD TO THE MOST RECENT CPI.
WE DID SEE AND NOTE THAT THERE'S A 3.65% INCREASE LOOKING AT THE TIME PERIOD OF APRIL 2023 TO APRIL 2024, WHILE THE IN THE SECOND SCENARIO, THE YEAR OVER YEAR CHANGE IN THE AVERAGE RESIDENTIAL MARKET VALUE FOR SINGLE FAMILY HOMES HAS GONE UP BY ABOUT 10%.
SO THAT'S WENT UP FROM ABOUT THE AVERAGE VALUE OF ABOUT $396,000 TO $435,000 IN THE MARKET PRICING.
THAT'S ABOUT AN INCREASE OF ABOUT $39,000.
THIS CHART AND ON THIS NEXT SLIDE JUST SHOWS YOU A SORT OF A SUMMARY OF EACH OF THE VALUES OF THE EXEMPTION IN EACH OF THE SCENARIOS AND THEN THE CURRENT EXEMPTION.
THAT'S SORT OF THE BASE THAT WE'RE MOVING FROM THE TOTAL REVENUE FOREGONE AND SORT OF A JUST A CITY TAX BILL AS APPLIED TO AN AVERAGE VALUE OF $435,000. SO, THE CURRENT EXEMPTION, AGAIN, IS $139,400.
AND THAT APPLIES TO ABOUT 72,000.
65 AND OVER DISABLED ACCOUNTS.
SO, THE VALUE OF THAT EXEMPTION, JUST TO REITERATE, IS $8.5 BILLION.
AND THAT'S AN AMOUNT OF REVENUE FOREGONE AT ABOUT $62.7 MILLION.
[00:30:02]
PROPERTY TAXES IN SCENARIO A, THAT'S THE CPI AMOUNT THAT'S INCREASED YEAR TO YEAR FROM APRIL 23RD TO APRIL 24TH. YOU'LL SEE THAT THE VALUE OF THE EXEMPTION, IF THIS WERE TO BE ADOPTED, THE VALUE OF THE EXEMPTIONS WOULD GO FROM $8.5 BILLION TO AN ADDITIONAL $369 MILLION, OR A TOTAL OF ABOUT 8.9 BILLION.WHEREAS THE SCENARIO B LOOKING AT THE AVERAGE GROWTH IN THE SINGLE-FAMILY HOME MARKET VALUE THE 10% BEING APPLIED THERE, THAT WOULD BE AN ADDITIONAL BILLION DOLLARS IN THE VALUE OF EXEMPTION TAX EXEMPT VALUES.
SO, YOU'D BE LOOKING AT ABOUT $9.5 BILLION IN TOTAL VALUES BEING EXEMPTED FOR REVENUE FOREGONE.
IN THE FIRST SCENARIO, YOU'LL SEE THAT IT'LL INCREASE BY THE REVENUE FOREGONE AMOUNT BY $2.7 MILLION AND $7.4 MILLION IN SCENARIO B IN IN REFERENCE TO SORT OF A CITY TAX BILL.
IN THE FIRST SCENARIO, IT'S $37.
THAT WOULD BE DECREASED FROM AN AVERAGE HOMEOWNER'S TAX BILL OR $102.
THAT WOULD BE A DECREASE IN THE SECOND SCENARIO.
AND THAT'S OUR RECOMMENDATION.
IT'S BEING PUT ON THE TABLE BY CITY STAFF.
THERE'RE ONE OF TWO THINGS QUARTERLY PAYMENTS CAN BE MADE WITHOUT PENALTY AND INTEREST.
IF THE REQUESTS ARE SUBMITTED BY JANUARY 31ST OF EACH YEAR.
AND LASTLY HOMEOWNERS CAN FILE A TAX DEFERRAL IF THEY'RE UNABLE TO PAY.
IT'LL PROTECT THE PROPERTY FROM BEING SOLD FOR BACK TAXES DURING OWNERSHIP.
ON THIS LAST SLIDE, I'M JUST GOING TO REITERATE THE RECOMMENDATION WE ARE RECOMMENDING INCREASING THE AGE 65 AND OLDER DISABLED EXEMPTION FROM $139,400 TO $153,400, BASED ON, AGAIN, SCENARIO B, THE SINGLE-FAMILY HOME MARKET VALUE INCREASE OF 10%.
WE'RE HERE TO RECEIVE FEEDBACK, AND THE CITY COUNCIL IS SET TO RECEIVE AND CONSIDER THE CHANGE TO THE EXEMPTION AT THE JUNE 12TH AGENDA MEETING ON IN A COUPLE OF WEEKS FROM NOW THREE WEEKS FROM NOW, I THINK ONCE AGAIN, WE MUST SUBMIT THE CHANGES TO APPRAISAL DISTRICTS NO LATER THAN JUNE 30TH IN ORDER FOR THIS TO BE EFFECTIVE WITH THE NEXT FISCAL YEAR. BUT WITH THAT, I'LL TURN IT OVER.
MISS SWEDEN, FOR ANY CLOSING REMARKS? NO. THAT CONCLUDES OUR PREPARED REMARKS.
WE'RE AVAILABLE TO ANSWER ANY QUESTIONS YOU MAY HAVE.
THANK YOU. GREAT PRESENTATION.
CHAIR MENDELSOHN WANT TO KICK US OFF.
THANK YOU. CAN YOU TELL US WHAT THE MEDIAN HOME VALUE IS AS OPPOSED TO THE AVERAGE? SORRY, IVAN, I ACTUALLY WAS GOING TO TEXT YOU, BUT THEN I REALIZED I DON'T HAVE YOUR CELL NUMBER.
SO, TO WARN YOU OF THAT QUESTION, IT'S IN THE BUDGET.
ONE SECOND WHILE I PULL THAT UP.
OKAY. SO, WHILE WE'RE DOING THAT IF I COULD GO TO SLIDE FIVE, THIS IS WHERE YOU HAVE BROKEN DOWN.
RESIDENTIAL AND NONRESIDENTIAL, 45% FOR RESIDENTIAL AND 55 NONRESIDENTIAL.
BUT DOESN'T NONRESIDENTIAL INCLUDE THE APARTMENTS? AND INCLUDE MULTIFAMILY.
NO, IT DOES NOT INCLUDE MULTIFAMILY.
THERE'S A CLASSIFICATION THAT'S LIKE TYPE A AND THERE'S A BREAKDOWN OF THAT.
I GUESS I'M JUST REACTING TO IT BEING CALLED NONRESIDENTIAL WHEN? YOU KNOW, THERE'S A LOT OF PEOPLE THAT LIVE IN APARTMENTS.
MAYBE WE COULD CALL IT JUST COMMERCIAL.
SO, THE MEDIAN MARKET VALUE IS $334,710 334.
SO, I'M GOING TO FLIP BACK TO THAT THEN.
SO, THIS IS TALKING ABOUT SLIDE 13.
SO, WHEN YOU'RE LOOKING AT THE YEAR OVER YEAR CHANGE FOR AVERAGE RESIDENTIAL MARKET VALUE, YOU'RE SAYING IT WENT FROM 396 AVERAGE FOR THIS PAST YEAR TO 435 AVERAGE FOR THE CURRENT YEAR.
BUT THE MEDIAN RESIDENTIAL VALUE IS 334.
THAT'S CORRECT. AND WOULD YOU BE ABLE TO KNOW? AND YOU MAY NOT HAVE THIS HERE.
AND I RECOGNIZE THAT WOULD YOU KNOW, THE MEDIAN RESIDENTIAL VALUE FROM LAST YEAR? 320,900? OH, LOOK AT YOU.
[00:35:06]
SEE HOW MY BRAIN JUST ROUNDS IT UP? OKAY, SO IN THAT CASE, YOU'RE TALKING ABOUT, YOU KNOW, A $13,000 INCREASE COMPARED TO.MUCH MORE SUBSTANTIAL INCREASE WHEN YOU'RE DOING AVERAGE INSTEAD OF MEDIAN.
ON THE EARLY YEARS WHEN I WAS ON COUNCIL I THINK AVERAGE WAS THE NUMBER THAT WAS USED EXCLUSIVELY, AND I'M WONDERING IF IT'S ACTUALLY THE APPROPRIATE NUMBER TO USE, BECAUSE I THINK SOME OF THE VERY HIGH VALUE PROPERTIES ARE INCREASING THAT NUMBER SO SUBSTANTIALLY THAT THE GOAL OF WHAT WE WERE TRYING TO GET AT, WHICH IS REALLY A HARSH CHANGE FOR SENIORS WHO ARE LOW INCOME LIMITED.
THAT WERE WERE OVERCORRECTING.
PERHAPS. SO TO YOUR POINT, YES, THE AVERAGE VALUE TAKES THE AVERAGE AND THE MEDIAN IS THE MIDDLE.
SO IF IF THE RECOMMENDATION IS TO HAVE A CONVERSATION ABOUT A CHANGE TO THE FINANCIAL MANAGEMENT PERFORMANCE CRITERIA, WE CAN PRIOR TO THE ANNUAL REVIEW, WE WERE COMPARING THIS PARTICULAR EXEMPTION TO CPI EVERY TWO YEARS.
AND SO THE FEEDBACK DURING THAT CONVERSATION WAS THAT IT WAS NOT KEEPING UP WITH THE GROWTH IN VALUES IN THE CITY.
SO. I MEAN, WE'RE OPEN TO WHATEVER FEEDBACK THAT THE COMMUNITY'S WILLING TO PROVIDE.
WELL CHAIR, I WOULD JUST SAY FOR PERHAPS NEXT YEAR.
WELL, FOR THIS YEAR, WE COULD LOOK AT CHANGING THE FMPC TO THE MEDIAN INSTEAD OF AVERAGE, WHICH I THINK IS GOING TO BE A LITTLE BIT MORE ACCURATE TO REFLECT THE SITUATION AND MIGHT ALSO NOT PUT US SO FAR OUT IN PROVIDING ADDITIONAL.
EXEMPTIONS THAT PROBABLY ARE BEYOND WHAT THE ORIGINAL INTENT WAS.
SO, LIKE IN THIS CASE, WE'RE TALKING ABOUT A 10%.
CHANGE. BUT CERTAINLY, THAT'S NOT A 10% CHANGE.
AND IF I RECALL THE CONVERSATION A COUPLE OF YEARS AGO IT REVOLVED AROUND THE GROWTH IN MARKET VALUE AND HOW CPI WAS ONLY THREE, 3.5%.
AND SO, CPI DID NOT KEEP UP WITH MARKET VALUE.
AND SO IT WAS A VERY SIMILAR CONVERSATION JUST IN THE OPPOSITE DIRECTION.
WELL, I MEAN, JUST, YOU KNOW, QUICK MATH SAYS THE CPI FOR ELDERLY RIGHT IS 3.65.
BUT IF WE USE MEDIAN WE'RE TALKING ABOUT A 4% INCREASE.
BUT BY USING AVERAGE WE'RE NOW TALKING ABOUT A 10% INCREASE.
I MEAN, I THINK THAT'S INFORMING US KIND OF A MUCH SMALLER NUMBER THAT'S REALLY OUR TARGET.
BUT YET THE RECOMMENDATIONS COMING IN AT 10% BECAUSE WE'RE USING AVERAGE.
SO, WE CAN CERTAINLY MAKE THE CHANGE.
AND WE USE MEDIAN VALUE FOR OUR TAX RATE NOTICE.
SO, WE CAN CERTAINLY MAKE THE CHANGE TO THE FINANCIAL MANAGEMENT PERFORMANCE CRITERIA.
WELL, I THINK IT'S SOMETHING THAT WE SHOULD DEFINITELY TALK ABOUT AT A MINIMUM.
THE NEXT QUESTION I HAVE FOR YOU IS SO.
IS IT THE FMPC THAT YOU MUST ADVISE US? YOU MUST RECOMMEND TO US THE HIGHER? I THINK IT IS THE HIGHER OF THE TWO.
OKAY. BUT IT DOESN'T MEAN WE HAVE TO ADOPT THE HIGHER OF THE TWO.
IS THAT CORRECT? THAT'S CORRECT.
IT JUST REQUIRES THAT WE PRESENT THE ANALYSIS TO THE COMMITTEE OR TO CITY COUNCIL.
AND THEN SLIDE NUMBER SIX, WHICH I LOVE THIS CHART.
ON THE HISTORICAL VALUE OF EXEMPTIONS.
I DIDN'T HEAR WHAT THAT PERCENTAGE WAS.
TAXING A TAX RATE DECREASE OF 7.7%.
[00:40:04]
SO, WHAT I'M INTERESTED IS ACTUALLY IN SEEING THE SAME CHART WITH AN OVERLAY OF THE GROWTH IN THE TAX BASE.MEANING DID THE GROWTH IN THE TAX BASE HAPPEN AT THE SAME RATE AS THE VALUE OF THE EXEMPTION INCREASE, OR DID WE INCREASE EXEMPTIONS MUCH LOWER OR MUCH FASTER THAN THE GROWTH OF THE TOTAL TAX BASE? AND THEN I GUESS, CHAIR, WHAT MY CONCERN IS, IS THAT.
BY GOING TO A PERCENTAGE THAT'S MUCH HIGHER THAN WHAT WE'RE SEEING IN CPI, OR WHAT WE'RE SEEING IN A MEDIAN CHANGE YEAR OVER YEAR OF HOME VALUE. WHAT WE'RE REALLY DOING IS WE'RE ASKING THE OTHER PARTS OF OUR TAX BASE TO PICK UP THAT SLACK.
I FEEL LIKE THIS MIGHT BE A YEAR THAT WE NEED TO LOOK AT SCENARIO ONE, SCENARIO A INSTEAD OF SCENARIO B, BECAUSE WE'RE JUST OVERBURDENING OUR RENTERS WHO WILL BE 100% IMPACTED.
WHO DON'T YOU KNOW, THOSE PROPERTY OWNERS DON'T HAVE ANY KIND OF EXEMPTIONS.
AND THEN ALSO OVERBURDENING OUR FAMILIES, WHICH WE CAN SEE IN OUR DEMOGRAPHICS ARE LEAVING DALLAS.
I'M NOT GOING TO I'M NOT GOING TO, YOU KNOW, FIGHT TO THE DEATH OVER THIS ITEM.
BUT I THINK IT'S SOMETHING WE NEED TO REALLY THINK ABOUT BECAUSE THIS COULD GET WAY OUT OF HAND WHERE YOU WOULD WANT TO MOVE BACK INTO DALLAS AS A SENIOR, BUT YOU'D LEAVE IN YOUR EARNING YEARS. SO.
THAT'S MY INPUT ON IT. THANK YOU.
IF I COULD ALSO ADDRESS YOUR PREVIOUS QUESTION.
COUNCIL MEMBER. SO, THERE ARE TWO PD CODES.
THEY CALL IT CODE A AND A CODE B.
APARTMENTS AND DUPLEXES ARE PART OF THE RESIDENTIAL.
SO, ON YOUR 40 I'M SORRY, CAN I CALL THAT UP.
SO, THE 45% THAT YOU HAVE ON SLIDE FIVE THAT'S RESIDENTIAL.
WHICH ONE OF THOSE? THE 45% OR THE 55% INCLUDES APARTMENTS 45.
THAT I'M GOING TO FOLLOW UP ON THE RESIDENTIAL NONRESIDENTIAL TO LATER.
I DON'T WANT TO GET IN THE WEEDS HERE ON THAT, BUT THAT BECAUSE USUALLY IN, LIKE CITY CODES AND EVERYTHING RESIDENTIAL DOES NOT INCLUDE MULTIFAMILY. THEY FALL UNDER COMMERCIAL FOR INSPECTIONS AND BUILDING CODE.
I THOUGHT SO IT'S INTERESTING THAT WE HAVE IT.
IT'D BE NICE TO BE CONSISTENT ONE WAY OR THE OTHER IN MY MIND.
SO, I TEND TO AGREE, I THINK WITH THIS ONE WITH CHAIR MENDELSOHN ON THE SCENARIOS, YOU MENTIONED THAT IT ABOUT THREE YEARS AGO, WE FLIPPED.
WHAT WAS THE REASONING BACK THEN.
CAN YOU CLARIFY THAT? SO IF I RECALL THE DISCUSSION, THE CPI, THE AVERAGE MARKET VALUE WAS GROWING FASTER THAN CPI.
AND SO AT THAT TIME, COMMITTEE WANTED TO KEEP UP WITH THE YEAR OVER YEAR CHANGE IN THE MARKET VALUE.
OKAY. SO MAYBE IT'S THE REASON IT'S A GOOD THING.
YOU KNOW, THE PICTURE OF THE MARKET AT THE TIME.
SO, STAFF, I GET THE IMPRESSION THAT STAFF IS REALLY JUST KIND OF ASKING FOR OUR INPUT HERE.
YOU'RE NOT STRONGLY OPINING ON SCENARIO A OR B? THAT IS CORRECT.
YEAH, JUST REALLY QUICKLY I WANTED TO EXPRESS MY SUPPORT FOR SCENARIO B IF WE'RE POINTING OUT JUST BASED ON THE INFORMATION THAT I'VE BEEN THAT I'VE HEARD TODAY, OBVIOUSLY IT'S AN IMPORTANT DISCUSSION TO HAVE.
BUT IF I HAVE TO CHOOSE RIGHT NOW BETWEEN A AND B, I WOULD GO WITH B.
CAN YOU DO A BLENDED? I MEAN, DO YOU HAVE TO ONLY TAKE 144 OR 1 45 TO 153, OR CAN YOU, CAN YOU RUN SOME MORE NUMBERS TO KIND OF SHOW WHERE WE END UP VERSUS JUST THESE TWO.
THE FINANCIAL MANAGEMENT PERFORMANCE CRITERIA GIVES US TWO CRITERIA LIKE TWO THINGS TO LOOK AT.
[00:45:05]
OKAY. AND HISTORICALLY WE'VE LOOKED AT CPI BECAUSE IT'S A, YOU KNOW, IT'S A MEASURABLE THING.SO CAN YOU RUN THE DATA USING A CPI AND ADD IT TO THIS.
WE CAN GO BACK AND LOOK AT JUST CPI.
THE COMPARISON IS TO CPI ELDERLY.
AND I GUESS IF WE DECIDE TO GO BACK TO MEDIAN SORRY THEN I MEAN IS THAT A IS THAT A I MEAN WHAT HAPPENS THEN TO I GUESS I ALWAYS HATE CHANGING, YOU KNOW, IN MIDSTREAM WHEN EVERYBODY GETS USED TO SOMETHING.
OKAY. SO, CAN YOU RUN THE OTHER MODEL? SO, WHAT WOULD YOU WHAT WOULD YOU WANT LIKE VERSUS JUST USING JUST REGULAR CPI.
SO, THIS ITEM IS SCHEDULED FOR CITY COUNCIL APPROVAL ON JUNE 12TH.
SO, WE WON'T HAVE ANOTHER COMMITTEE MEETING BEFORE GO AHEAD.
WELL, AND I DON'T THINK I'M NECESSARILY GET A CHANCE.
BUT I THINK IF WE'RE GOING TO CHANGE IT, WE PROBABLY NEED TO START THAT WORK NOW.
WE CAN PROVIDE IT IN A FRIDAY MEMO WITH CPI.
WE CAN ALSO RUN THE CALCULATION ON MEDIAN VALUE AS WELL.
AND AT THE I'M GOING TO GO TO CHAIR MENDELSOHN NEXT.
AT THE END OF THE DAY THE COMMITTEE MAY BE SPLIT ON THIS.
AND THAT'S WE CAN ACCEPT THAT FACT.
AND THEN IT GOES TO FULL COUNCIL FOR THAT DISCUSSION.
RIGHT. I'M NOT GOING TO VOTE NO ON SCENARIO B, I'M JUST GOING TO TELL YOU THAT, I MEAN, I THINK THAT OUR SENIORS ARE REALLY STRUGGLING AND THERE'S LOTS OF PRICE INCREASES AND PRESSURES, SO I'M CERTAINLY NOT GOING TO FIGHT THAT.
BUT I'M CONCERNED ABOUT, THOUGH IS AN ONGOING EFFORT THAT.
MIGHT PROVIDE US NUMBERS THAT AREN'T REALLY GUIDING US TO THE DIRECTION THAT WAS INTENDED.
AND SO, FOR INSTANCE, CPI, YOU KNOW, CAREFULLY CONSIDERS THINGS LIKE MEDICATION EXPENSES AND, AND OTHER THINGS THAT SENIORS ARE PROVIDING. BUT I THINK THE GENERAL CPI INCLUDES THINGS LIKE DAYCARE, AND I'M NOT SURE THAT'S A USEFUL NUMBER.
SO, I KNOW THAT'S WHY WE ASKED YOU TO DO CPI.
I THINK IT WAS THREE YEARS AGO THAT WE DID THIS, I THINK WHEN I WAS CHAIR THERE WAS NEVER A DISCUSSION OR CONSIDERATION ABOUT WHETHER WE SHOULD USE AVERAGE OR MEDIAN.
THE NUMBER STOOD OUT TO ME, AND PERHAPS IN PRIOR YEARS IT WASN'T WILDLY DIFFERENT.
BUT I DO THINK THIS YEAR IT'S NOTICEABLY DIFFERENT.
IF THE REST OF THE COMMITTEE WANTS TO MOVE FORWARD WITH SCENARIO B AND YOUR RECOMMENDATION.
I WOULD BE IN SUPPORT OF THAT BECAUSE I THINK THAT IS MORE TARGETED AND.
PERHAPS NOT, BUT THAT'S WHAT MY INTEREST IS IN.
BUT IT JUST SEEMED LIKE THE NUMBERS WERE REALLY KIND OF WONKY THIS YEAR.
AND I DON'T KNOW IF THAT'S JUST WHERE WE'RE AT ON THE ECONOMY, BUT, YOU KNOW, WE'RE TALKING ABOUT THE VALUE OF THE EXEMPTION WOULD BE $1 BILLION FOR THIS SCENARIO. B COMPARED TO 370 MILLION FOR SCENARIO A, AND IN A YEAR WHEN WE'RE GOING TO BE LOOKING FOR A LOT OF MONEY.
SO, WHAT ARE WE TALKING ABOUT? ANOTHER. THIS IS GOING TO BE A REVENUE FOREGONE OF $7.5 MILLION.
[00:50:06]
AND OF COURSE, THIS COMPOUNDS YEAR AFTER YEAR.SO THAT'S WHAT MY CONCERN IS, IS ABOUT CHANGING IT FOR THE FUTURE.
YOU KNOW, WE WANT TO DO THIS HERE.
I'LL SUPPORT IT. AND I HAD CONFIRMED THAT WE DON'T HAVE TO TAKE AN ACTION HERE.
IT'S GOING TO MOVE FORWARD REGARDLESS.
SO, WE CAN ALSO KIND OF CONTINUE THIS DISCUSSION AT COUNCIL.
THANK YOU, MR. CHAIR. JUST REALLY QUICKLY, I WAS GOING TO MENTION AND MISS WHEATON, YOU ALREADY SAID YOU PLAN ON SUBMITTING A MEMO, WRITING A MEMO TO THE COUNCIL? I THINK IT'D BE WISE TO DO THAT AND MAYBE EVEN FOLLOW UP WITH COUNCIL MEMBERS.
SO, YOU OFTEN GET A GOOD GAUGE FOR WHERE, WHERE PEOPLE ARE.
SO, I KNOW IT'S MORE WORK, BUT I THINK IT'D BE WISE TO DO THAT.
I CAN DO THAT. AND WE CAN ALSO SHARE RESHARE LAST YEAR'S YEAR OVER YEAR CHANGE AS WELL AS CONTEXT.
SO, AS A FOLLOW UP QUESTION, JUST A RANDOM THAT I FORGOT TO ASK EARLIER.
YOU HAVE STATED THAT WE ARE FOREGOING WITH THE 20% HOMESTEAD EXEMPTION, 100, ALMOST $119 MILLION FOR SUBSIDY FOR HOMEOWNERS.
AND THEN ON SLIDE TEN, YOU MENTIONED 62.7 MILLION FOR OUR OVER 65 AND DISABLED. IS THAT COMPOUNDED? IS IT 119 PLUS 62.7, OR IS THE 62.7 WITHIN THE 119? THAT YOU ADD BOTH BECAUSE THE GRAND TOTAL OF ALL EXEMPTIONS IS $415 MILLION.
ALL RIGHT. AND I JUST POINTED THAT OUT TO WE GET BEAT UP ON COUNCIL SOMETIMES FOR NOT DOING ENOUGH FOR HOMEOWNERS AND HOME OWNERSHIP IN OUR HOUSING PROGRAMS. AND I DO WANT TO JUST POINT OUT THAT THIS IS A HUGE SUBSIDY FROM THE CITY.
BECAUSE WE ARE WE DO VALUE HELPING PEOPLE STAY IN THEIR HOMES.
AND SO, I WANT TO JUST REMIND THE PUBLIC OF THAT.
ALSO, ON SLIDE TEN YOU MENTIONED COMPLETELY NOT PAYING CITY TAXES IF YOUR MARKET VALUES ARE BELOW 174,250 AND YOU'RE WITHIN THIS AGE AND DISABLED CATEGORY, DO DISD IN THE COUNTY STILL CHARGE TAXES TO THOSE TO THAT CATEGORY? OR DO THEY ALSO HAVE EXEMPTIONS? I'M NOT SURE OF THEIR EXEMPTIONS.
FOR DALLAS AND DALLAS COUNTY OR THE INDEPENDENT SCHOOL DISTRICT, IT WOULD BE NICE TO SEE IF OUR PARTNERS OUT THERE ARE ALSO VALUING THE IMPORTANCE OF KEEPING SENIORS AND DISABLED PEOPLE IN THEIR HOMES.
CHAIR. THE SCHOOL DISTRICTS ALLOW SENIORS TO FREEZE THEIR TAXES.
FREEZING. DO YOU KNOW ABOUT THE COUNTY? NOPE. CAN WE FIND THAT OUT? WE CAN. AND ALSO, JUST AS CONTEXT, LAST YEAR'S YEAR OVER YEAR CHANGE IN THE MARKET VALUE WAS 20.6%.
SO, IT WENT FROM 328,000 TO 396,000.
AND THE CPI INCREASED BY 5.4%.
COLLEAGUES, WE'RE GOING TO SKIP TO THE ATMOS RATE REVIEW NEXT, WHICH IS ITEM E, AND INVITE NICK FEHRENBACH TO COME ON UP AND TALK ABOUT THAT.
GOOD AFTERNOON, CHAIRMAN. MEMBERS OF THE COMMITTEE.
I'M NOT SURE IF IT'S AN HONOR OR WHAT TO BE MOVED UP IN THE AGENDA, BUT WE'LL ROLL WITH IT ANYWAY.
I'M HERE TODAY TO UPDATE THE COMMITTEE ON THE ATMOS ENERGY CORPORATION'S 2024 DALLAS ANNUAL RATE REVIEW, OR DA FILING. I'M GOING TO DO A VERY QUICK SUMMARY OF LAST YEAR'S CASE, DISCUSS THE CURRENT ONE.
FILED ON JANUARY 13TH OF 23, REQUESTING AN ANNUAL INCREASE OF $20.6 MILLION FROM WITHIN THE CITY OF DALLAS AND REQUESTED RATE TO BECOME EFFECTIVE JUNE 1ST OF 2023.
WE SETTLED THAT CASE AS PART OF THE SETTLEMENT THAT WAS ADOPTED BY ORDINANCE ON MAY 24TH.
ATMOS INCREASED THE RATES BY ONLY 18.2 MILLION, WHICH WAS A $2.4 MILLION REDUCTION OFF THE REQUEST.
AND THE RATES DID NOT BECOME EFFECTIVE UNTIL SEPTEMBER 1ST, FOUR MONTHS LATER.
[00:55:05]
MOVING ON TO THE 2024 CASE, THOUGH.ATMOS FILED THIS YEAR'S CASE ON JANUARY 12TH.
THE CITY HAS 135 DAYS TO REVIEW THE FILING, AND THE DEADLINE FOR OUR REVIEW IS MAY 26TH.
THEY REQUESTED AN ANNUAL INCREASE OF 43.1 MILLION IN BASE RATES, PLUS ANOTHER 4.8 MILLION AS PART OF THEIR SECURITIZATION FROM WINTER STORM URI, GIVING THEM A TOTAL INCREASE OF $47.9 MILLION, WHICH WOULD IMPACT THE AVERAGE RESIDENTIAL BILL BY ABOUT $13.72 A MONTH, AND THE AVERAGE COMMERCIAL BILL BY ABOUT $52.63 A MONTH.
AGAIN, RATES TO BECOME EFFECTIVE JUNE 1ST.
THIS IS THE LARGEST CASE THAT ATMOS HAS FILED UNDER THE DA TARIFF SINCE IT WAS ADOPTED IN 2012.
PLANT AND THE GROUND, NEW PIPES, MAINS, METERS.
IN ADDITION TO THE NEW INVESTED CAPITAL, WE HAD $15.8 MILLION, WHICH IS ATTRIBUTABLE TO THE EXPIRATION OF THIS THREE-YEAR AMORTIZATION OF A CREDIT RELATED TO ACCUMULATED DEFERRED INCOME TAXES.
IN ADDITION, AS I MENTIONED EARLIER, THERE'S $4.8 MILLION RELATED TO RECOVERY OF INTEREST EXPENSE ATTRIBUTABLE TO THEIR WINTER STORM URI COST DURING WINTER STORM URI, GAS COSTS WERE EXCESSIVE.
THIS IS ONLY BEING RECOVERED OVER 12 MONTHS.
SO, THIS 4.8 MILLION WILL ONLY BE IN RATES FOR ONE YEAR.
THEN IT'LL COME BACK AUTOMATICALLY NEXT YEAR.
OVER THE PAST YEAR, ATMOS HAS SPENT $231 MILLION IN NEW CAPITAL INVESTMENT, REPLACED 54 MILES OF PIPE IN DALLAS, AS WELL AS OVER 3200 STEEL SERVICE LINES.
THE CITY RETAINED GARRETT GROUP, LLC TO REVIEW THE FILING ON OUR BEHALF.
GARRETT WAS ABLE TO IDENTIFY ABOUT $3.5 MILLION IN ADJUSTMENTS TO THE FILING.
ATMOS RATES WOULD STILL INCREASE BY 45.1 MILLION.
THAT'S $2.8 MILLION LESS THAN THEY REQUESTED.
RATES BECOME EFFECTIVE JUNE 1ST.
THE AVERAGE RESIDENTIAL BILL IS STILL GOING UP BY ABOUT 1369 PER MONTH.
COMMERCIAL BILL BY 4136 A MONTH.
THERE ARE REALLY THREE OPTIONS AVAILABLE TO THE COUNCIL.
THEY CAN ADOPT THE SETTLEMENT, WHICH WOULD HAVE THE RATES INCREASE.
BUT AGAIN, THAT'S A $2.8 MILLION SAVINGS OVER WHAT WAS REQUESTED.
CAN SET THE RATES AT SOME OTHER AMOUNT LESS THAN THE SETTLEMENT.
HOWEVER, ATMOS WOULD HAVE A RIGHT TO APPEAL THAT TO THE RAILROAD COMMISSION IF THEY FILE AN APPEAL.
THEY HAVE THE RIGHT TO IMPLEMENT THE FULL REQUESTED 40 POINT, SAY, $47.9 MILLION.
THEY COULD IMPLEMENT THOSE RATES SUBJECT TO REFUND IF THE COMMISSION SET RATES AT A LOWER LEVEL.
OR YOU COULD DENY THE REQUEST OUTRIGHT, WHICH WOULD HAVE THE SAME EFFECT.
CITY MANAGER DOES RECOMMEND ADOPTING THE SETTLEMENT AGREEMENT.
IT SAVES THE RESIDENTS OF DALLAS $2.8 MILLION IN RATES ANNUALLY.
OUR RATE CASE EXPENSES ARE REIMBURSED, AND AGAIN, THAT WON'T BE PASSED ON TO CONSUMERS.
THERE IS AN AGENDA ITEM ON TOMORROW'S COUNCIL AGENDA TO SET THE RATES.
AND OUR DEADLINE AGAIN IS MAY 26TH.
AT THIS TIME, I'LL TAKE ANY QUESTIONS YOU MIGHT HAVE.
THANK YOU. I'LL OPEN UP TO MY COLLEAGUES.
BUT ARE YOU ASKING FOR A RECOMMENDATION FROM THE COMMITTEE TODAY? YES. YOU ARE.
MR. MORENO, JUST CHIME IN IF YOU HAVE QUESTIONS ON YOUR OPTIONS ON PAGE SLIDE NINE.
[01:00:05]
I OF COURSE, YOU'RE RECOMMENDING OPTION ONE, WHICH IS ADOPTING THE SETTLEMENT AGREEMENT.ON THE OTHER TWO OPTIONS, WHEN YOU NOTE IN THE LAST BULLET ON EACH OF THESE SUBJECT TO REFUND, WHERE WOULD THAT WHERE WOULD THE FUNDING FOR THE REFUND COME FROM IF, WELL, IF THEY PUT RATES IN THERE SUBJECT TO BOND, ATMOS HAS TO KEEP THE EXTRA REVENUE SET ASIDE SO THAT IF THE COMMISSION SETS RATES LOWER THAN THEY IMPLEMENTED, THEY WOULD THEN HAVE TO REFUND THAT BACK TO CUSTOMERS EITHER OVER ONE MONTH OR A PERIOD OF MONTHS, DEPENDING ON HOW MUCH IT IS AND WHAT THE COMMISSION ORDERS AND THE FINAL RATE CASE.
ARE THERE ANY SPECIFIC COSTS TO THE CITY IN TERMS OF LITIGATION COSTS OR ANYTHING? IF WE ADOPTED OPTION 2 OR 3? WE WOULD NEED TO RETAIN CONSULTANT AND OUTSIDE LEGAL COUNSEL TO DEFEND OUR DECISION AT THE RAILROAD COMMISSION.
OKAY. WELL, COLLEAGUES, I'M LOOKING FOR A RECOMMENDATION HERE.
STAFF IS RECOMMENDING OPTION ONE.
ANYBODY. YOU'RE ASKING FOR A MOTION OR JUST A RECOMMENDATION, LIKE.
ALL RIGHT. WE HAVE A MOTION AND A SECOND.
AYE. ANY OPPOSED? MOTION CARRIES. THANK YOU.
OH, I GUESS I NEED TO GO AHEAD AND CALL UP THE CITY AUDITOR'S OFFICE FOR BRIEFING ITEM C.
ALL RIGHT. WE CAN GO TO SLIDE TWO.
AND WITH ME IS MONMOUTH PARKS AUDIT MANAGER FOR THE OFFICE OF THE CITY AUDITOR.
WE PERFORM ADVISORY SERVICES UPON REQUEST FROM CITY COUNCIL OR CITY ADMINISTRATION, CITY ADMINISTRATION WE ALSO ADMINISTER THE OUTSOURCED AUDITS OF COMPLIANCE FOR SALES AND USE, TAX AND UTILITY FRANCHISE FEES, WHICH WE WERE JUST TALKING ABOUT IN THE LAST PERIOD THAT WE COVER FOR SALES TAX THERE'S RECOVERIES OF OVER $10 MILLION FOR A FOUR-YEAR PERIOD.
AND THE LAST CONTRACT FOR FRANCHISE FEES WAS 2.3 MILLION IN RECOVERIES DURING THAT PROCESS.
BUT WE'RE HERE TO TALK ABOUT OUR BUDGET.
SO, ON SLIDE THREE IS OUR RECOMMENDED BUDGET, WHICH IS 3.11 MILLION AND $999,840, NET OF VACANCY SAVINGS THAT WAS REQUESTED FROM THE BUDGET OFFICE OF $150,769, WHICH IS A DECREASE FROM THE PRIOR YEAR OF $66,000.
AND SO, THE HIGHLIGHTS OF THAT ON SLIDE FOUR.
OBVIOUSLY, WE'RE LIKE ALL THE OTHER DEPARTMENTS WHERE PERSONNEL HEAVY.
AND SO, OUR PERSONNEL IS 2.4 MILLION WHICH COVERS FOR 19.5 FTES.
AND THAT IMPACTS 3 TO 4 AUDITS.
WE'RE ABLE TO FULLY UTILIZE THAT.
AND THEN WHAT WE HAVE INCLUDED IN OUR RECOMMENDED BUDGET IS TO ENHANCE TWO OF OUR POSITION'S DEPUTY, ONE USING EXISTING POSITIONS, BUT TO RECLASSIFY ONE POSITION TO A DEPUTY CITY AUDITOR AND ONE TO AN AUDITOR MANAGER WHICH WILL COST APPROXIMATELY $23,000 FOR THAT ENHANCEMENT WHICH WOULD BE SELF-FUNDED THROUGH WHAT THE BUDGET IS APPROVED.
AND THEN ON SLIDE SIX, I HAVE OUR BUDGET HISTORY.
SO, WE'VE BEEN PRETTY CONSISTENT OVER THE LAST 5 OR 6 YEARS ON OUR BUDGET.
WE'VE TRADED OFF POSITIONS FOR CO-SOURCING THROUGH THE YEARS.
[01:05:03]
I'M TRYING TO GO QUICK HERE ON SLIDE SEVEN.WHY I'M HERE TODAY IS BECAUSE IN THE CITY CHARTER, IT IS THE CITY COUNCIL IS TO APPROVE THE CITY AUDITOR'S BUDGET PRIOR TO THE RECOMMENDED BUDGET FROM THE CITY MANAGER AND IS TO BE INCORPORATED INTO THE CITY MANAGER'S BUDGET.
SO, WHAT I'M ASKING FOR IS A RECOMMENDATION.
FISCAL YEAR 20 2425 RECOMMENDED BUDGET OF 3,199,840, NET OF THE 150,767 VACANCY SAVINGS, WITH TWO EXISTING POSITIONS RECLASSIFIED TO ONE A DEPUTY CITY AUDITOR AND ONE TO AN AUDITOR MANAGER.
ALONG WITH THE CITY-WIDE ADJUSTMENTS, WHICH ALWAYS INCLUDE FOR ANY COMPENSATION ADJUSTMENTS, COST OF LIVING MERITS OR BUDGETS PENSION COSTS, HEALTH CARE COSTS, WORKERS COMPENSATION RATES, ALL THE THINGS THAT ALL THE DEPARTMENTS ARE GOING TO BE ADJUSTED.
AND THEN WE'RE SCHEDULED ON THE AGENDA FOR APPROVAL ON JUNE 12TH.
AND SO THAT'S THE CONCLUSION OF MY BUDGET PRESENTATION.
WE ALSO HAVE IN THE APPENDIX ADDITIONS TO OUR CHART, SOME OF THE OTHER THINGS YOU REQUESTED.
WE ALSO HAVE OUR BENCHMARKING THAT WE HAD FROM LAST YEAR.
I DON'T KNOW IF ANY OTHER DEPARTMENT.
THAT'S THE FIRST ONE I'VE SEEN SO FAR.
ANYWAY, I'LL OPEN IT UP TO QUESTIONS FROM MY COLLEAGUES.
CHAIR, FORMER CHAIR OF THE COMMITTEE.
AND I LOVE THAT YOU'RE LOOKING TO RECLASSIFY FOR A DEPUTY CITY AUDITOR POSITION.
SO THANK YOU FOR ALWAYS LOOKING FORWARD AS YOU ARE.
AND I AS I SAID, I REALLY COMMEND YOU FOR THAT PART.
ALL THE REST OF THAT LOOKS THE REST OF THE PRESENTATION LOOKS REALLY STRONG.
AND I JUST WANT TO SAY THANK YOU FOR YOUR HARD WORK.
ANY QUESTIONS? I HAVE DONE SO, MOVE TO APPROVE THE BUDGET AND RECOMMEND IT TO THE FULL COUNCIL.
DO I HAVE A SECOND? ALL IN FAVOR, SAY AYE.
MOVING ON TO ITEM D, THE FY 2024-25 PLANNED BUDGET WITH INFORMATION AND TECHNOLOGY SERVICES AND DR. GARDNER, DOCTOR ANDREW CHECK WITH DATA ANALYTICS AND BUSINESS INTELLIGENCE, SHERRI KOWALSKI WITH THE CITY COMPTROLLER'S OFFICE AND ROUNDING OFF WITH CIVIL SERVICE AND JARED DAVIS.
I MEAN, LIKE I IS DOCTOR GARNER GOING FIRST? WE WERE GOING TO GO IN THE ORDER YOU CALLED US.
MA'AM, IF THAT WORKS, THAT WORKS.
AND I GUESS WE'LL JUST TAKE ALL FOUR, AND THEN WE'LL ASK QUESTIONS AT THE END OF ALL FOUR.
BRIAN GARDNER, INTERIM CHIEF INFORMATION OFFICER FOR THE CITY OF DALLAS.
THANK YOU FOR ALLOWING US TO TAKE THE TIME TO PROVIDE THEIR 24 OR 25 PLANNED BUDGET FOR THE DEPARTMENT OF INFORMATION AND TECHNOLOGY SERVICES. IT'S MAKES UP THREE FUNDS 911 RADIO COMMUNICATION AND DATA SERVICES.
IT'S A SHARED SERVICE DEPARTMENT THAT SERVICES ALL CITY DEPARTMENTS.
THIS SLIDE OUTLINES THE GOALS AND PROVIDING RELIABLE AND SECURE TECHNOLOGY SERVICES.
THIS IS THE OUTLINE OF THE ORGANIZATIONAL CHART FOR BTS.
IT IS BROKEN DOWN BY OPERATIONAL SUPPORT INCLUDING SECURITY SERVICES, INFRASTRUCTURE, APPLICATION SUPPORT, EMERGING TECHNOLOGY AND PROJECT MANAGEMENT, AS WELL AS FINANCIAL MANAGEMENT.
FOR THE FIRST FUND 911 TECHNOLOGIES.
THIS IS A PROJECTED WITH A VERY SLIGHT INCREASE.
NEXT SLIDE. RADIO COMMUNICATION FUNDS.
THIS HAS INCREASED BECAUSE OF THE IN-CAR DVR AXON SOFTWARE LICENSING CONTRACT FOR POLICE CARS.
[01:10:06]
NEXT SLIDE. THE LAST FUN AND THE LARGEST FUN IS DATA SERVICES.PROJECTED NEW SYSTEMS SUCH AS COURT CASE MANAGEMENT, AS WELL AS INCREASE IN THE ENTERPRISE WORK ORDER SYSTEMS, AND THEN PAY DOWN IN DEBT SERVICES THOSE TO THE TUNES OF 6.6 FOR CONTRACT INCREASES, 4.4 FOR THE PROJECTED COST FOR COURT CASE MANAGEMENT AND 1.1 FOR ENTERPRISE WORK SYSTEM. NEXT SLIDE PLEASE.
FOR THE 25 PTS WILL ADD 13 POSITIONS FOR FUTURE AREA OF NEED.
TWO ADDITIONAL POSITIONS FOR CYBERSECURITY.
TWO POSITIONS FOR THE COURT CASE, NEW COURT CASE MANAGEMENT, AND THEN TWO POSITIONS FOR TRAINING ASSISTANCE TO THE DEPARTMENTS TO PROVIDE UPDATES AND UNDERSTANDING OF THE NEW SYSTEMS WE BRING INTO THE ENVIRONMENT.
NEXT SLIDE. THIS IS A SUMMARY SLIDE OF ALL OF THE PARTS OF WITHIN ALL THREE FUNDS.
THIS IS A SNAPSHOT OF THE EXPENSE AND REVENUE FOR ITS, INCLUDING THE ONE 182 MILLION TO 89.
FOR PERSONNEL SERVICES, TOTAL COST OF WAGES AS WELL AS SUPPLIES, AND THEN THE CONTRACTUAL SERVICES FOR THOSE TO MAINTAIN THE SYSTEMS. AND THEN THE TOTAL REVENUE THAT IS OFFSET IS 174 876 MILLION.
NEXT SLIDE. AS I MENTIONED, 911 TECHNOLOGY IS SUPPORTED BY REVENUE GENERATED FROM TELECOM PROVIDERS.
THIS IS BOTH COLLECTED IN LANDLINE USE FROM RESIDENTIAL AND COMMERCIAL LANDLINE, AS WELL AS 911 FEES AND WIRELESS ALLOCATION OF THOSE FEES ARE BASED UPON POPULATION. FOR SUPPORT OF SOME OF THE P25 COSTS.
NEXT SLIDE. THIS IS A SNAPSHOT OF THE CURRENT PERFORMANCE METRICS THAT IT USES INTERNALLY.
OVERALL, THE PAST SEVERAL YEARS, THESE METRICS HAVE BEEN USED AS PERFORMANCE METRICS GOING INTO THE 2425 BUDGET YEAR, WE ARE LOOKING TO REASSESS THESE METRICS TO MORE CLOSELY ALIGN WITH THE DATA WE PROVIDE WITHIN THE MONTHLY TAA.
THIS IS NOT ONLY ALIGNED WILL BUT ALLOW US TO BETTER TRACK THOSE METRICS.
NEXT SLIDE. TO GIVE JUST A BIT MORE CONTEXT AROUND THE SERVICES WE PROVIDE.
1.5 MILLION CALLS INTO 911 AS WELL AS 7000 TEXTS.
INSTALLATION AND REPAIR HANDHELD FOR RADIO COMMUNICATION IN THE IN-CAR RADIO COMMUNICATION TECHNOLOGIES AND MAINTENANCE FOR CITY RADIO COMMUNICATION NETWORK IT MOBILE TECHNOLOGY SUPPORTS THIS IS 21,000 DEVICES.
THIS IS REALLY THE DATA OPERATIONS OF THIS FOR ITS TO THE BACK TO THE CITY.
INTERNAL COMPUTING AND DESKTOP SUPPORT IS AN INTERNAL SERVICE FOR DESKTOPS, LAPTOPS, SERVERS, AND THOSE COMPONENTS THAT ARE RUNNING IN THE INFRASTRUCTURE.
AND LASTLY, PUBLIC SAFETY TECHNOLOGY SUPPORT IS A SPECIALIZED SUPPORT FOR POLICE, FIRE OEM AND COURT CASE. NEXT SLIDE.
[01:15:05]
SO, THE ITEMS AS THE FIRE ALERTING SYSTEM, WHICH IS IN CONTRACT NEGOTIATIONS, THE FINANCIAL SYSTEM, WHICH IS IN IMPLEMENTATION, AND LASTLY, THE SOFTWARE DEFINED WIDE AREA NETWORK, WHICH IS ROUNDING OUT AT 94% COMPLETE, ALLOWING FOR MORE RESILIENCY WITHIN OUR CRITICAL SITES.THANK YOU. GOOD AFTERNOON, CHAIR AND HONORABLE MEMBERS OF THE COUNCIL. IT IS A PRIVILEGE TO BE HERE THIS AFTERNOON.
ALMOST FOUR YEARS AGO, WE PRESENTED A PLAN TO GPFM TO BUILD A DATA AND ANALYTICS TEAM.
THIS WAS KIND OF A BIG ASK BECAUSE IT HAD BEEN TRIED TWICE BEFORE AND IT HAD FAILED.
AND SO, IT WAS AN AMAZING THING THAT THE COUNCIL TRUSTED ME TO DO THAT AND GAVE OVERWHELMING MAJORITY SUPPORT TO A VOTE TO CREATE OUR TEAM. IN 2020.
WE MOVED FUNCTIONS AND PEOPLE, AND 70% OF THE PEOPLE THAT CAME TO THIS NEWLY FORMED TEAM WERE ALREADY IN THE CITY DOING SOMETHING SIMILAR. BUT WE BROUGHT THEM TOGETHER.
WE WERE CHARGED WITH INCREASING TRANSPARENCY AROUND THE CITY'S DATA AND OPERATIONS, GETTING INSIGHTS AND USING DATA TO TACKLE THE CITY'S MOST CRITICAL PROBLEMS. AND SINCE THAT TIME, WE HAVE DELIVERED A FEW HIGHLIGHTS TO TALK ABOUT.
WE HAVE WORKED INTENSELY WITH CRIME ANALYTICS DATA, INCLUDING FINDING WAYS TO HELP POLICE IDENTIFY HIGH RISK VICTIMS, A PROCESS THAT WOULD HAVE TAKEN THEM 7.6 YEARS MANUALLY.
WE WERE ABLE TO REDUCE TO UNDER AN HOUR AND HAVE THAT DELIVERED TO DETECTIVES EVERY MORNING.
WE HELPED DFR IDENTIFY COMMERCIAL BUILDINGS THAT WERE AT RISK OF LIGHTING ON FIRE, SO THAT THEY COULD RUN INSPECTIONS IN THOSE BUILDINGS AND DO PRE-INCIDENT PLANNING, GETTING THEM IN AND OUT OF BUILDINGS FASTER AND SAVING LIVES.
SO NOT ONLY HAVE WE DELIVERED, WE HAVE BEEN RECOGNIZED AS BEST IN CLASS.
IT DEVOTES TO THEIR DATA ORGANIZATION.
AND I'M NOT GOING TO READ YOU ALL THESE SLIDES.
I'M GOING TO HIT SOME HIGHLIGHTS.
SO, IF WE COULD GO TO SLIDE FIVE, PLEASE.
I JUST WANTED TO SAY WHAT YOU'RE LOOKING AT HERE IS OUR BUDGET COMES OUT OF THE GENERAL FUND.
WE HAVE ASKED FOR NO ENHANCEMENTS SINCE THAT IS WHAT THE CITY MANAGER HAS ASKED US TO DO.
I JUST WANT TO TALK ABOUT THE.
I AM SO PROUD THAT I TAUGHT THE CITY COUNCIL AND THE CITY THE WORD DASHBOARD.
AND WE MAY HAVE BEEN TOO SUCCESSFUL IN TEACHING THE WORD DASHBOARD.
AND I KNOW THAT WE HAVE BEEN OVERWHELMED WITH THE NUMBER OF DASHBOARDS, BUT WHAT I WANT YOU TO KNOW IS THAT THAT IS JUST THE END PRODUCT, RIGHT? THIS IS AN 80 OVER 20 THING WHERE 80% OF THE WORK IS GOING INTO THE DATA WRANGLING, THE MEETING WITH THE SMES, THE UNDERSTANDING THE DEPARTMENT'S NEEDS, AND WHAT YOU'RE SEEING AT THE VERY END IS SIMPLY ONE OF THE MANY TOOLS THAT WE HAVE TO PRESENT A VISUAL.
RIGHT. ALL OF THAT IMPORTANT WORK.
THE MEAT OF WHAT HAPPENED WASN'T A DASHBOARD.
SO, WHAT YOU MAY HEAR ABOUT OR SEE PUBLICLY IS A DASHBOARD, BUT THERE CAN BE A LOT BEHIND IT.
ON THE NEXT PAGE, I JUST WANT TO TALK ABOUT THE IMPACT OF THE TEAM.
WE KEEP A LOT OF DATA UP AND RUNNING BETWEEN OUR THREE PLATFORMS THAT WE MAINTAIN.
WE'VE SEEN OVER 20 MILLION VIEWS OF OUR DATA PRODUCTS THIS YEAR.
WE USE A MONTE CARLO SIMULATION TO CALCULATE WHAT OUR COST AVOIDANCE IS.
WHEN YOU CONSIDER. IF WE HAD HAD TO DO SOME OF THESE PROJECTS WITH A VENDOR OR A CONSULTANT, AND ON AVERAGE, CONSERVATIVELY WE PRODUCE ABOUT $1 MILLION IN COST AVOIDANCE A MONTH. I'VE ALREADY MENTIONED THAT 70% OF OUR EMPLOYEES WERE ALREADY ON STAFF WHEN WE STARTED THIS, BUT I ALSO WANTED TO POINT OUT THAT WE HAVE OVER 388 AUTOMATED DATA FEEDS.
THE REASON I'M BORING YOU WITH SUCH A TECHNICAL DETAIL IS EVERY SINGLE ONE OF THOSE AUTOMATIONS REPRESENTS MANUAL WORK THAT A STAFF MEMBER SOMEWHERE IN THIS CITY IS NO LONGER DOING. ANNUALLY, WE REDUCE THE NUMBER OF STAFF HOURS BEING SPENT ON PROJECTS BY OVER 14,000 HOURS.
[01:20:01]
MOST CITY STAFF WHO UTILIZE DATA DO SO INTERFACING WITH ONE OF OUR SYSTEMS. I JUST WANTED TO MENTION TWO OTHER THINGS.WE'VE INCREASED OUR PUBLIC FACING DATA SETS, AND WE NOW HAVE OVER 2100 PUBLIC FACING DATA SETS.
AND EVERY TIME A FIRST RESPONDER IS DISPATCHED TO A CALL IN THE CITY OF DALLAS, THEY ARE GUIDED THERE BY OUR ADDRESSING SYSTEM, WHICH IS UPDATED AND MAINTAINED DAILY BY OUR TEAM.
AND SECONDS MATTER WHEN YOU'RE ON HAVING THE WORST DAY OF.
SOMEONE'S LIFE AND YOU NEED TO GET THEM SUPPORT THERE.
WE ALSO OFFER SUPPORT TO THE OFFICE OF EMERGENCY MANAGEMENT.
I HAD THE PRIVILEGE OF SITTING IN THIS EXACT SAME CHAIR WHEN I BRIEFED THE COUNCIL ABOUT THAT EF3 TORNADO IN 2019 THAT HIT THE CITY OF DALLAS, AND ONE OF THE THINGS THAT I WAS MOST SURPRISED BY WHEN I DID THAT WAS THAT WE DIDN'T HAVE ANY REAL TIME DATA.
WE DID NOT KNOW THE PATH OF THAT STORM.
WE KNEW THE PATH OF THE STORM, BECAUSE SOMEBODY TOOK A SCREENSHOT OF GOOGLE AT 9 P.M.
THAT NIGHT. IT TOOK THE NATIONAL WEATHER SERVICE DAYS TO GET US A TRACK OF THE STORM.
SO, WE PROVIDE THEM 24-HOUR SUPPORT THROUGHOUT EVENTS, THROUGHOUT ACTIVATIONS, AS WELL AS MAKE SURE THAT THEY HAVE A STATE-OF-THE-ART PROGRAM THAT THEY ARE USING, AND DASHBOARD SET WITH ALL THE INFORMATION THAT THEY NEED.
SO, I WANT TO TELL YOU BRIEFLY ON SLIDE 13 ABOUT THE INCREDIBLE PEOPLE THAT WORK ON THIS TEAM.
55% OF OUR TEAM MEMBERS IN DVI HAVE ADVANCED DEGREES.
EQUITY IS AN IMPORTANT GOAL IN OUR CITY, BUT IT'S ALSO IMPORTANT THAT OUR TEAM REFLECT OUR CITY.
BOTH OF THE WOMEN WHO LEAD THIS TEAM, ME AND DR.
BANERJEE, HAVE PHDS FROM TIER ONE RESEARCH INSTITUTIONS.
AND SO, IT IS NO SURPRISE THAT WITH A TEAM OF THIS MAGNITUDE, YOU CAN SEE ON SLIDE 14 SOME OF THE ACCOLADES THAT WE HAVE RECEIVED DALLAS IS WIDELY CONSIDERED TO HAVE ONE OF THE TOP CIVIC DATA ANALYTICS TEAMS IN THE COUNTRY, AND I AM UNBELIEVABLY PROUD OF MY TEAM BEING THE LEADER.
BUT NO ONE ACCOMPLISHES ANYTHING ALONE.
AND CERTAINLY, THE TEAM DID THE MAJORITY OF THE WORK THAT LED TO THESE ACCOLADES.
AND SO, I AM JUST SO THRILLED.
I WANTED TO TALK QUICKLY ABOUT SOME OF THE WORK THAT THEY HAVE DONE ON SLIDE 17.
THIS HELPS US FULFILL OUR C-CAP GOALS AS WELL AS KEEP RESIDENTS AWARE OF INSIGHTS.
ON SLIDE 19, YOU CAN SEE A DASHBOARD WE WERE HOPING TO PRESENT TO PUBLIC SAFETY, BUT HOPEFULLY WE'LL PRESENT NEXT MONTH ABOUT WHAT THE OFFICE OF INTEGRATED PUBLIC SAFETY SOLUTIONS IS DOING.
JUST TO TALK ABOUT THAT ON SLIDE 20, YOU CAN SEE THE IMPACT.
SO, WE WORK TO STREAMLINE AND AUTOMATE DATA CONNECTIONS ACROSS THREE DEPARTMENTS AND THREE DIFFERENT SYSTEMS, INCLUDING BUILDING A CUSTOMIZED DATA COLLECTION SOLUTION. THEY WERE STRUGGLING WITH THE QUALITY OF DATA ENTRY THEY WERE GETTING, AND WE WERE ACTUALLY ABLE TO SAVE A THOUSAND STAFF HOURS ACROSS THESE THREE DEPARTMENTS TO AUTOMATE THIS PROCESS FOR THEM ON SLIDE 22.
THIS IS A REALLY, REALLY EXCITING PROJECT.
POLICE DETECTIVES WERE TALKING TO US ABOUT THEIR ABILITY TO UNDERSTAND WHEN A VICTIM IS HIGH RISK.
AND WE WERE ABLE TO USE A TRADITIONAL AI TO RUN A TEXT MINING ALGORITHM, WHAT WE CALL NATURAL LANGUAGE PROCESSING, AND READ ALL OF THE NARRATIVES IN THE POLICE REPORTS SEARCHING FOR CRITICAL KEYWORDS.
THAT WOULD BE A KEY TO A DETECTIVE, THAT SOMEONE WAS POTENTIALLY A HUMAN TRAFFICKING VICTIM.
THIS DATA INCLUDES CHILDREN AS WELL.
AND SO, THIS NUMBER ON SLIDE 20, SEE THAT YOU CAN 23 THAT YOU CAN SEE IS ACTUALLY WRONG.
IT'S ACTUALLY NOT AN ESTIMATED THREE YEARS.
SO AGAIN, WHAT WE'VE GOT IS AN AI MACHINE LEARNING MODEL PRESENTED IN A DASHBOARD.
BUT REALLY BEING A WHOLE HOST.
ON SLIDE 24, I REFERENCED EARLIER THAT COMMERCIAL BUILDING FIRE MODEL WHERE WE HELPED IDENTIFY RISK.
SO, IN 2019, BEFORE MY DEPARTMENT WAS CREATED, DFR ACTUALLY PARTNERED WITH MIT TO HELP RUN THIS MACHINE LEARNING MODEL TO UNDERSTAND THE RISK FOR BUILDINGS. AND WE THEN DEVELOPED AND BUILT THIS OUT SO THAT THEY COULD HAVE IT ON AN ONGOING BASIS SO THAT THEY COULD RUN IT REGULARLY AND GET THIS LIST REFRESHED.
[01:25:07]
AND WHAT WE FOUND IS WE WERE ABLE TO BOOST THE ACCURACY OF THE MODEL BY OVER 120%.BUT THE INITIAL WORK ON SLIDE 27, YOU CAN SEE AN EXAMPLE OF THE SPATIAL ANALYSIS.
MANY OF YOU KNOW THAT WE DID HELP FIRE INCREASE THEIR RESPONSE TIME BY FINDING LOCATIONS FOR THEM, WHICH WOULD BE IDEAL FOR NEW FIRE STATIONS THAT WERE ALSO ADJACENT TO MAJOR THOROUGHFARES, AS WELL AS AN.
AREAS WHERE THEY WERE SEEING A DENSITY OF CALLS THAT NEEDED RESPONSE.
AND ON SLIDE 32, YOU CAN ACTUALLY SEE THAT.
AND SO THEY INSTITUTED NEW DISEASE PROTOCOLS.
AND SO, WE WERE ABLE TO EVERY DAY PROVIDE THEM WITH THIS DATA, UNDERSTANDING WHERE THE ANIMALS WERE, WHICH HELPED THEM UNDERSTAND THAT THEIR PROTOCOLS WERE BEING EFFECTIVE, THAT THEY WERE CONTAINING DISEASE.
DIRECTOR MELISSA WEBBER AT THE TIME TOLD US THAT THIS WAS THE FIRST WORK OF THIS, OF THIS TYPE THAT HAD BEEN DONE IN THE ANIMAL WELFARE SPACE, AND WE WERE ABLE TO PRODUCE A SCIENTIFIC WHITE PAPER ABOUT IT, TALKING ABOUT HOW WE HAD DONE THIS AND EFFECTIVELY SAVED ANIMALS.
I HAVE ANOTHER 50 OF THESE SLIDES.
I WOULD BE HAPPY TO COME TO YOUR OFFICE AND TALK IN MORE DETAIL ABOUT THAT.
WE ARE REMAINING THE SAME IN THE NUMBER OF FTES, SAME IN THE NUMBER OF BUDGETS.
ALL RIGHT. THANK YOU VERY MUCH FOR THAT.
LET'S SEE. WE'RE GOING TO GO THROUGH EVERYONE.
I THINK MISS VICE CHAIR BLACKMON ALREADY ANNOUNCED THAT.
OKAY. GOOD AFTERNOON. HONORABLE MEMBERS OF THE GPM COMMITTEE.
SHERRY KOWALSKI, CITY CONTROLLER.
AND IT'S HARD FOR ME TO BELIEVE THAT I'VE ACTUALLY BEEN HERE SIX YEARS NOW ON THURSDAY.
SO, I'M VERY PROUD OF WHAT I'VE BEEN ABLE TO BUILD IN THAT TIME.
SO, TURNING TO PAGE FIVE OF THE SLIDES.
THIS IS AN OVERVIEW OF WHAT THE CITY COMPTROLLER'S OFFICE MANAGES.
AND SOME OF YOU MAY OR MAY NOT BE AWARE THAT WE ACTUALLY MANAGE THE DEFERRED COMPENSATION PROGRAM.
SO, FIDELITY VARIOUS ITEMS IN HERE.
I WILL HAVE TO BRAG ON FINANCIAL REPORTING.
AGAIN. WE ARE NUMBER TWO IN THE TOP TEN CITIES IN THE COUNTRY.
AND RELEASE DATE OF THE FINANCIAL STATEMENTS.
THE ONLY ONE THAT BEATS US IS CITY OF NEW YORK ACCOUNTS PAYABLE.
OVER 90% OF ALL NON-REFUND PAYMENTS ARE ELECTRONICALLY SENT TO OUR VENDORS.
OUR BUDGET IS PRETTY MUCH FLAT.
THERE'S A SLIGHT INCREASE 3% FOR MERIT RAISES AND SOME OTHER THINGS.
IN AND OUT WITH DIFFERENT CONTRACTS.
WE HAD TO ADD SOME ADDITIONAL FUNDING FOR DELOITTE RELATED TO CONSULTING FEES.
OUR FTES PLAN FOR 2024 ARE THE SAME AT 73.
THERE ARE SOME DIFFERENCES BETWEEN THE ADOPTED BUDGET AND THE FORECAST, AND THOSE ARE JUST DUE TO RECLASSING DIFFERENT ITEMS. AT SOME POINT WHEN I HAVE TO MAKE CHANGES TO GET PEOPLE IN THE RIGHT SEAT AND THE RIGHT PLACE ON THE BUS, I'VE HAD TO YOU KNOW, CREATE SOME DIFFERENT POSITIONS, DO SOME DIFFERENT THINGS FOR SUCCESSION PLANNING, BUT THE NUMBERS ALL ADD AND IT'S THE SAME.
IF YOU WANT TO GO TO PAGE NINE, THIS IS JUST ANOTHER SUMMARY OF OUR REIMBURSEMENTS AND REVENUE.
AND PAGE TEN WE HAVE MINOR SOURCES OF REVENUE THAT WE GET CREDIT FOR.
SO, WE HAVE CREDIT FOR UNCLAIMED PROPERTY.
BUT I WOULD BE REMISS AND NOT MENTIONING THIS $3 MILLION WE GOT FROM TWO HOTELS THAT WE FOUND DID NOT PAY THEIR HOT TAXES BY PUTTING IN A PROGRAM TO LOOK AT CERTIFICATES OF OCCUPANCY TO WHO WAS FILING AND TAXES, AND THEN COMPARING THAT TO THE STATE.
[01:30:04]
SO THAT'S ANOTHER SOURCE OF REVENUE WE DIDN'T REALLY GET CREDIT FOR, BUT WE BROUGHT THAT IN WITH THE HELP OF OUR WONDERFUL FRIENDS IN THE CITY ATTORNEY'S OFFICE WHO WORKED ON THAT FOR, I THINK, 4 OR 5 YEARS.SO, WE GOT THAT MONEY LAST YEAR.
AND THEN LAST BUT NOT LEAST, OUR PERFORMANCE MEASURES.
AND I WANT TO GIVE YOU ALL AN UPDATE ON THIS.
SO, WE WILL HIT OUR GOAL OF 85% FOR THE YEAR.
WE HAVE REDUCED PAYROLL ERRORS SIGNIFICANTLY SINCE I STARTED HERE IN 2018.
AND I'M VERY PROUD OF EVERYTHING THAT WE'VE DONE.
AND THAT IS IT FOR THE CITY COMPTROLLER'S OFFICE.
BASICALLY, EVERYTHING MONEY RUNS THROUGH THERE.
IT'S LIKE ALL ROADS LEAD TO THAT AND I'M HAPPY TO BE HERE.
SO THANK YOU. GOOD AFTERNOON, MR. CHAIR AND COMMITTEE MEMBERS.
IT'S MY PLEASURE TO BE HERE TODAY.
THE CIVIL SERVICE MISSION SIMPLY IS TO EMPLOY AND RETAIN THE BEST AND BRIGHTEST WORKFORCE.
SO, WE'RE ABLE TO ENHANCE THE VITALITY AND QUALITY OF LIFE HERE IN DALLAS.
WE CURRENTLY CARRY OUT THAT WORK WITH APPROXIMATELY 24 FULL TIME EQUIVALENT POSITIONS.
IT'S MY PRACTICE TO REIMAGINE THOSE POSITIONS, RECLASSIFY THEM TO MEET OUR CURRENT NEEDS.
SO, OUR RECRUITMENT AND EXAMINING UNIT IS PRIMARILY RESPONSIBLE FOR RECRUITMENT AND TAKING A LOOK AT APPLICATIONS AND THOSE WHO HAVE EXPRESSED INTEREST FOR EMPLOYMENT HERE AT THE CITY. OUR TEST VALIDATION AND ASSESSMENT UNIT, WHICH REALLY IS INSTRUMENTAL IN SUPPORTING OUR PROMOTIONAL NEEDS AS IT RELATES TO POLICE AND FIRE, AND THEN OUR ADMINISTRATION UNIT, WHICH IS PRETTY PARAMOUNT IN MAKING SURE WE ARE CONDUCTING OUR EMPLOYEE APPEAL HEARINGS.
ON SLIDE EIGHT. I WOULD THOUGH, LIKE TO POINT OUT TO YOU IS THAT REGARDLESS OF THE EBB AND FLOW OF OUR BUDGET AND OUR NEEDS, WE'RE REALLY ORGANIZED AROUND THREE IMPERATIVES AROUND TALENT HERE AT THE CITY OF DALLAS.
AND VERY QUICKLY, HIS NUMBER ONE, WE UNDERSTAND THAT WE NEED TO EXPAND OUR CANDIDATE REACH.
WE HAVE TO GO AND DO SOME THINGS WE'VE NOT TRADITIONALLY GONE AND DONE IN ORDER TO REACH CANDIDATES.
AND I THINK WE KNOW THAT THAT'S NOT THE EFFECTIVE WAY TO APPROACH TALENT.
THIRD IS THAT WE UNDERSTAND THAT IN ORDER TO BE SUCCESSFUL IN THIS SPACE, THAT WE'RE GOING TO HAVE TO BE VERY STRATEGIC, INTENTIONAL AND RESULTS ORIENTED AROUND DEVELOPING AND CULTIVATING KEY COMMUNITY AND EDUCATIONAL PARTNERSHIPS WITH OUR COMMUNITY PARTNERS SUCH AS DALLAS COLLEGE, DALLAS ISD, AND OTHERS TO CREATE TALENT POOLS.
AND THAT'S WHAT WE'RE CURRENTLY WORKING ON.
AND THEN FOURTHLY, WE NEED TO MAKE SURE THAT WE ALWAYS INCORPORATE INTENTIONAL AND DELIBERATE EQUITY PLANNING AND ALL THAT WE DO TO ENSURE, AGAIN, AS WE HEARD PREVIOUSLY, THAT OUR ORGANIZATION REFLECTS OUR, OUR RESIDENTS HERE.
SO, ON SLIDE TEN, YOU'LL SEE THAT WE VIRTUALLY REMAIN I MEAN, FLAT, OF COURSE, WITH THOSE INCREASES AND OTHER THINGS GOING ACROSS IN YOUR IN YOUR MATERIAL ON SLIDE NINE, I DID WANT TO MAKE SURE THAT WE BROKE OUT EACH OF OUR FUNCTIONAL UNITS.
AND THEN THE SUBSEQUENT PAGES REALLY ARE THE STANDARD PAGES THAT BREAK DOWN THE BUDGET BY BY OBJECT CODES AND DIFFERENT THINGS OF THAT NATURE. ONE OF THE THINGS I DID WANT TO POINT OUT ON PAGE 14 ON SLIDE 14 ARE OUR PERFORMANCE MEASURES, WHICH WE'VE BEEN VERY SUCCESSFUL IN MEETING.
AND I'LL JUST GIVE YOU THE BACKGROUND TO THAT IS OUR PERFORMANCE MEASURES THAT WERE WE DEVELOPED THESE PERFORMANCE MEASURES IN RESPONSE TO A PREVIOUS AUDIT THAT WAS CONDUCTED AROUND TALENT ACQUISITION.
SO NOW I'M IN THE PROCESS OF TAKING A LOOK AND WORKING WITH OTHER STAKEHOLDERS TO SEE WHAT THE NEW PERFORMANCE STANDARDS ARE, BECAUSE WE PROBABLY DON'T NEED TO STILL MEASURE OURSELVES ON WHAT WE'VE GOTTEN BETTER AND HAVE BEEN CONSISTENTLY MEETING.
AT LEAST I KNOW FOR THE LAST FIVE YEARS OF ME BEING HERE.
SO NOW I'M READY TO TAKE A LOOK AT THAT.
SO, WE CONTINUE TO OPERATE BETTER AND BECOME MORE EFFECTIVE AND FULFILL AND MEET WITH THOSE TALENT.
[01:35:03]
IMPERATIVES WERE ON A PREVIOUS SLIDE.AND SO, WITH THAT I WILL CONCLUDE FOR OUR TIME.
THANK YOU, EVERYBODY, FOR THE GREAT PRESENTATIONS.
CHAIR MENDELSOHN. HOW DID YOU KNOW? OKAY, SO I'LL JUST GO DEPARTMENT BY DEPARTMENT TO START WITH IT.
I ONLY HAVE TWO QUESTIONS FOR YOU, I THINK.
NO, I'VE GOT THREE. BUT THEY'RE KIND OF BIG QUESTIONS.
SORRY, BRIAN, I KNOW YOU'RE NEW IN THE JOB.
HAS THERE BEEN ANY BIG CONSIDERATION OF OUTSOURCING MAJOR PARTS OF IT? SO, THANK YOU FOR THE QUESTION, CHAIR.
YES. THERE HAVE BEEN DISCUSSIONS.
WE HAVEN'T GOTTEN TO A POINT EXACTLY DETERMINING WHAT IS GOING TO BE THE MOST COST-EFFECTIVE METHOD INTO MOVING TO THAT SUPPORT MODEL, BUT IT HAS BEEN SERIOUSLY THOUGHT ABOUT. OKAY, WELL, I HOPE YOU'LL CONTINUE TO THINK ABOUT IT, NOT JUST FROM A COST PERSPECTIVE, BUT ALSO YOU HAVE AN ENORMOUS PORTFOLIO, SO MANY DIFFERENT THINGS THAT YOU'RE WORKING ON THAT ARE CRITICAL TO THE CITY.
THIS IS JUST PROBLEMATIC, I THINK, WITH GOVERNMENT AND WE HAVE TO STAY THERE.
SO THANK YOU FOR CONTINUING TO PURSUE THAT.
I WOULD LIKE TO CONTINUE TO HEAR MORE ABOUT IT.
HAS THERE BEEN CONSIDERATION OF DPD HAVING ITS OWN IT DEPARTMENT? SO THANK YOU FOR THE QUESTION.
I'M AWARE OF OF THAT, YOU KNOW, FROM THE 2021 ASSESSMENTS THAT WERE DONE I THINK, CHAIR, THE BEST COURSE OF ACTION FOR IT IS TO REALLY SIT DOWN WITH THE DEPARTMENTS.
SO WHERE DO YOU DRAW THAT LINE BETWEEN IT AND THE DEPARTMENT, AND I THINK THE COURSE OF ACTION WE'RE LOOKING AT IS REALLY DOING AN ASSESSMENT OF DEPARTMENT BY DEPARTMENT AND FIGURING OUT WHERE THAT IS.
WELL, WE HAVE MANY BELOVED APARTMENTS.
IF THE LIBRARY GOES DOWN, IT IS VERY DIFFICULT FOR OUR RESIDENTS WHO WANT TO CHECK OUT A BOOK.
AND WHEN I LOOK AT THE TECHNOLOGY ACCOUNTABILITY REPORT, HALF OF THE PROJECTS YOU'RE WORKING ON ARE DPD AND MORE THAN HALF THE BUDGET.
AND SO, THE LAST QUESTION I HAVE FOR YOU IS ON PAGE FIVE, YOU KNOW, YOU'RE WELL, I GUESS OVERALL IS WHEN WE TALK ABOUT TECH UPDATES AND UPGRADES, DO YOU FEEL LIKE WE ARE AT A POINT WHERE WE HAVE.
THE LATEST FUNCTIONING TECHNOLOGY THAT WE NEED OR HOW FAR BEHIND ARE WE? TO BE HONEST, WE'RE BEHIND IN AREAS.
BUT WE ARE MOVING IN THE RIGHT DIRECTION.
OVER THE COURSE OF THE PAST 4 TO 6 YEARS, WE HAVE MOVED THE NEEDLE SIGNIFICANTLY.
SOMETIMES INADVERTENTLY, THROUGH EVENTS.
WE HAVE REMOVED TECHNICAL DEBT OUT OF OUR ENVIRONMENT, WHICH MOVES THE NEEDLE QUITE SIGNIFICANTLY.
AND THOSE KINDS OF THINGS ARE REALLY HELPING THE CITY OF DALLAS TO GET IN THE RIGHT PLACE.
OKAY, SO YOU ARE MISSING, I THINK, 20 STAFF MEMBERS.
SO, 20 OR 25, IS THAT RIGHT? YEAH. OUR TOTAL VACANCY WAS, I BELIEVE, IT WAS 57.
SO, YOU KNOW, DEPENDING ON HOW YOU APPLY THEM THAT'S STILL A BIG INITIATIVE.
THAT I AM TAKING ON FOLLOWING BILL IS REALLY TO GET ALL OF OUR VACANCIES FILLED, BUT ALSO RIGHTSIZING WHERE IT TO YOUR POINT ABOUT LEGACY, DO THESE POSITIONS EVEN NEED TO BE IN THE CITY ANYMORE? THANK YOU. AND THEN CHAIR, DID YOU WANT TO TALK ABOUT OTHER COMMITTEES, OR YOU WANT TO DO IT COMMITTEE BY COMMITTEE? YEAH, YEAH, LET'S JUST GO THROUGH IT.
OKAY. SO, MY NEXT QUESTIONS ARE FOR DATA ANALYTICS.
[01:40:03]
MY FIRST QUESTION IS ABOUT DASHBOARDS.HOW MANY DASHBOARDS DO WE HAVE? SO, I GUESS THAT DEPENDS ON WHAT WE CONSIDER A DASHBOARD.
WE PROBABLY HAVE OFF THE TOP OF MY HEAD 30.
I MIGHT HAVE TO GET BACK TO YOU ON THE EXACT NUMBER.
HOW MANY MORE DO WE NEED? SO, IF A DASHBOARD IS SIMPLY A DATA VISUALIZATION TOOL FOR WHATEVER THE ANALYSIS IS THAT THE DEPARTMENT IS REQUESTING.
SO, IT'S IN A WAY IT'S KIND OF LIKE A POWERPOINT.
HOW MUCH DOES IT COST TO SET UP A DASHBOARD? IT WOULD DEPEND ON THE HOURS WORKED.
I WOULD HAVE TO GET BACK TO YOU ON THAT.
DO YOU HAVE, LIKE, A RANGE? NO. NO.
PLEASE GET BACK TO ME ON THAT THEN.
WHO DETERMINES THAT IT'S WORTHY OF YOUR TIME TO SET UP A DASHBOARD FOR SOMETHING? SURE. SO, WE TAKE DIRECTION FROM CITY LEADERSHIP IN TERMS OF WHAT WE DO.
WE HAVE TRIED VERY HARD TO ALIGN WITH THE COUNCIL'S STRATEGIC PRIORITIES.
AND SO, AT ANY GIVEN TIME, AT LEAST A THIRD OF OUR WORK IS DEVOTED TO PUBLIC SAFETY INITIATIVES AND QUESTIONS THAT LEADERSHIP AND THE CHIEFS HAVE AROUND THOSE ITEMS. SO IF A COUNCIL MEMBER OR DEPARTMENT RANDOMLY SAYS, HEY, IT'D BE REALLY GREAT IF WE HAD THIS, IS THERE ANY KIND OF AUTHORIZATION THAT HAS TO HAPPEN? OR IT'S JUST YOU SAY, YEAH, WE CAN DO THAT OR WE CAN'T, OR HOW DOES THAT WORK? SURE. SO, WE HAVE AN INTAKE PROCESS AND THE FIRST THING WE DO IS ASSESS THE VIABILITY.
AND WHAT WOULD BE THE TIME FRAME.
AND CAN WE MEET THAT OR IS IT WORK THAT WOULD BE BETTER DONE OUTSIDE.
SO, WHO'S MAKING THAT DECISION, THOUGH? SO, IN GENERAL, I PRESENT THE LIST OF THINGS THAT I THINK ARE VIABLE AND WOULD BE IMPACTFUL.
AND IT IS APPROVED BY MY BOSS AND THE CITY MANAGER.
THANK YOU. AND THEN I THINK I READ AN ARTICLE WHERE YOU WERE QUOTED SAYING THAT DALLAS HAS THE LARGEST MUNICIPAL DATA ANALYTICS DEPARTMENT IN THE UNITED STATES. IS THERE A WAY FOR YOU TO REDUCE HEAD COUNT? I MEAN, DO YOU HAVE 40, 40 STAFF MEMBERS IN YOUR DEPARTMENT? SO, WE MIGHT HAVE MISREAD THAT ARTICLE, BECAUSE WHAT IT SAYS IS THAT WE HAVE THE MOST EFFECTIVE AT PRODUCING EFFICIENCIES.
OKAY. WELL, I DON'T THINK 40 STAFF MEMBERS IS RELATIVELY SMALL.
SO, YOU SAID YOU'RE NOT LOOKING FOR AN ENHANCEMENT ON THE BUDGET, WHICH THIS YEAR IS 6.108 MILLION, BUT FROM LAST FISCAL YEAR, FROM FISCAL YEAR 23 TO 24, YOU WENT FROM 5 MILLION.
YES. THANK YOU FOR THE QUESTION ON THIS.
SO, THERE WAS SOMETHING PLACED IN OUR BUDGET THAT SHOULD NOT HAVE BEEN THERE.
THAT WAS ENTERPRISE WISE SOFTWARE.
AND THE BUDGET TEAM IS MAKING A TECHNICAL ADJUSTMENT TO REMOVE THAT.
SO, WHAT IS THE PROPOSED BUDGET THAT YOU HAVE.
SO, I DON'T KNOW THAT WE'RE ANSWERING QUESTIONS ON PROPOSED BUDGET UNLESS WE'RE GOOD WITH THAT.
NO, WE ARE NOT ANSWERING THOSE QUESTIONS.
OKAY. WELL, I THOUGHT THAT'S WHAT THIS WAS ABOUT.
RIGHT. SO, THE PRESENTATIONS FROM DEPARTMENTS PRESENT THE PLANNED BUDGET, WHAT WE HAVE IN THE BIENNIAL PLAN BUDGET. SO THAT WAS DEVELOPED LAST SUMMER.
WE ARE WORKING WITH DEPARTMENTS NOW WITH THE CITY MANAGER'S OFFICE TO DEVELOP THE PROPOSED BUDGET.
SO, THE BUDGET THAT YOU WILL RECEIVE ON IN AUGUST.
SO, JEANETTE, WHAT'S THE TECHNICAL ADJUSTMENT THAT'S GOING TO REMOVE DOLLARS FROM THE 6.1 MILLION? I'M SORRY. SO, THE TECHNICAL ADJUSTMENT REALLY REFLECTS THE WAY WE ALLOCATE RESOURCES.
AND SO, WHEN THE SOFTWARE WAS PROCURED, THE COST WAS ALLOCATED 100% TO DATA ANALYTICS.
AS PART OF BUDGET DEVELOPMENT FOR FISCAL YEAR 25, WE WILL ACTUALLY LOOK AT THE NUMBER OF PEOPLE WHO HAVE A LICENSE CITYWIDE AND ALLOCATE THOSE COSTS ACROSS DEPARTMENTS. SO, ARE YOU GOING BACK AND CHANGING THE BUDGET FOR FISCAL YEAR 24? ARE YOU LOWERING THAT AMOUNT? NO. SO, WHAT YOU'LL SEE IN 25 WILL BE THE UPDATED AMOUNT WITH THE ALLOCATION TO THE DEPARTMENTS THAT ACTUALLY HAVE THE
[01:45:02]
LICENSES. SO NO, WE WILL NOT BE CHANGING THE ALLOCATION FOR 24.AND SO WE SHOULD EXPECT TO SEE A DECREASE IN THIS DEPARTMENT.
THEN YOU WOULD EXPECT TO SEE A DECREASE.
BUT HOWEVER KEEP IN MIND WE MAKE A NUMBER OF ADJUSTMENTS.
SO I THINK IN THE BUDGET DOCUMENT THERE'S THE PARAGRAPH THAT SAYS WE MAKE ADJUSTMENTS FOR MARRIAGE, HEALTH BENEFITS, INTERNAL SERVICE CHARGES, RISK MANAGEMENT. SO I CAN'T STAND HERE AND GUARANTEE THAT IT WILL BE A DECLINE, BUT WE ANTICIPATE THAT IT WILL BE.
HOW MUCH MAINTENANCE DOES THAT TAKE? OUR HOPE IS THAT IT'S MINIMAL.
THAT'S WHY WE'RE DOING IT TO AUTOMATE THINGS.
WE HAVE TO KEEP THE UNDERLYING SYSTEMS UP AND RUNNING SO THAT IT CAN MOVE AS EXPECTED.
AND HOW MANY PEOPLE WOULD YOU NORMALLY PUT ON A DASHBOARD TO CREATE IT.
SO, IT'S TYPICALLY THERE'S A PRIMARY ANALYST.
THERE'S ALSO A DATA ENGINEER THAT WORKS WITH THOSE QUERIES AS WELL AS SMES IN THE DEPARTMENTS.
SO, THERE'S NORMALLY A TEAM OF PEOPLE THAT ARE ON IT.
SO, TWO, FOUR, SIX, ABOUT TWO FROM MY TEAM ON AVERAGE.
AND THEN WHATEVER NUMBER OF PEOPLE ARE APPROPRIATE FROM THE OTHER SIDE.
SO, IF THEY'RE NOT CREATING A DASHBOARD OR DOING MINIMAL MAINTENANCE ON IT, WHAT ELSE ARE THEY DOING? OH, SO A TON OF THINGS.
THE ACTUAL ANALYSIS BEHIND THE WORK.
80% OF THE WORK IS NOT IN THE DASHBOARD.
SO, MOST OF THE WORK IS NOT IN THE DASHBOARD, RIGHT? SO, BUT AFTER IT'S SET UP.
SO, YOU'RE JUST SAYING THEY'RE JUST KEEP GOING TO NEW PROJECTS.
WELL, RIGHT. WHATEVER THE PROJECT IS, WE HAVE SO MUCH DEMAND THAT I THAT WE CAN'T MEET IT.
I'M GOING TO GO TO A DIFFERENT DEPARTMENT FOR THE COMPTROLLER'S OFFICE.
SHERRY. ON PAGE FOUR YOU'RE TALKING ABOUT INCREASING THE PERCENTAGE OF VENDOR PAYMENTS MADE ELECTRONICALLY FROM 80 TO 85%, WHICH I JUST WANT TO ACKNOWLEDGE YOU'VE ALREADY MADE GREAT HEADWAY ON THIS.
BUT IN ADDITION TO MAKING THE PAYMENT ITSELF ELECTRONICALLY, WHAT ABOUT THE PROCESSING OF IT? THE PROCESSING OF THE PAYMENTS, REDUCING THE SPEED TO PROCESS.
OKAY. SO THAT'S AN EXCELLENT QUESTION.
WE ARE UPGRADING OUR FINANCIAL SYSTEM CGI AMS, AND WE ARE ACTUALLY CUTTING OVER.
I HAD A MEETING TODAY ABOUT THAT WITH THE FOLKS FROM IT.
AND OCTOBER IS WHEN WE'RE CUTTING OVER AND WE'RE GOING TO LOOK AT ROBOTIC PROCESSING AUTOMATION SO THAT WE CAN TAKE IN INVOICES ELECTRONICALLY, WHICH SHOULD REDUCE THE NUMBER OF STAFF THAT WE NEED TO PROCESS INVOICES BOTH WITHIN ACCOUNTS PAYABLE AND WITHIN THE CITY.
SO, I'M GOING TO DIGRESS AND EXPLAIN IT.
WE CANNOT STORE IMAGES IN OUR CURRENT SYSTEM.
WE HAVE TO HAVE THOSE IN A SEPARATE SYSTEM, SALESFORCE.
THAT IS WHY WE HAVE STRUGGLED WITH, YOU KNOW, OUR PERCENTAGES, BECAUSE WE'RE DOING DUPLICATE ENTRY IN TWO SYSTEMS. AND THAT'S ALSO SO WE CAN ROUTE CONSTRUCTION AND MAKE SURE WE GET THE APPROPRIATE ITEMS. YOU KNOW THAT WE NEED TO PAY FOR CONSTRUCTION VENDORS.
WELL, WITH THIS UPGRADE WE SHOULD BE ABLE TO SAY IF THE INVOICES ARE CLEAN AND WE WORK WITH ALL THE VENDORS, IT HAS THE RIGHT PURCHASE ORDER, DELIVERY ORDER, ALL THE INFORMATION IT CAN GO THROUGH ELECTRONICALLY AND PROCESS.
AS LONG AS EVERYTHING MATCHES, 80 OR 90% GO THROUGH.
SO THAT IS WHAT WE ARE WORKING ON RIGHT NOW FOR ACCOUNTS PAYABLE.
AND WE'RE IN THE PROCESS OF TESTING IT.
AND WE WILL ROLL THAT OUT AND KEEP DOING THAT TO GET BETTER.
I MEAN, I THINK WHEN, YOU KNOW, I CAME PAYROLL, WE FIXED THAT AP.
I CAN TELL YOU FROM LAST MONTH, I'M THRILLED AT WHAT WE'VE DONE WITH THAT.
AND WE'RE CONTINUING TO MAKE IMPROVEMENTS THERE.
AND SO JUST TO FOLLOW UP ON ONE WITH MY LAST ITEM FOR YOU IS YOU HAD WALKED US THROUGH LIKE BILL PAYING THE EXTERMINATOR ONE TIME AND YOU WERE SAYING THAT, YOU KNOW, YOU GET A MONTHLY BILL, AND YOU WERE GETTING THEM FOR EACH SEPARATE LOCATION.
YOU HAVE THEM ROLL IT UP INTO ONE, BUT STILL YOU HAVE.
YOU ASK YOUR STAFF TO VERIFY THAT THE WORK WAS DONE, CORRECT.
THE STAFF AND THE DEPARTMENT VERIFY THE WORK IS DONE.
BUT TO YOUR POINT, WE'VE ALSO WORKED WITH EVEN DEPARTMENTS LIKE AVIATION.
[01:50:08]
CLEAR THOSE FOLKS.SO INSTEAD OF PAYING 100 INVOICES A MONTH, WE'RE PAYING FOR.
SO, I'M VERY INVOLVED, AS YOU KNOW, IN DAY TO DAY WITH ANYTHING, IT'S MY RESPONSIBILITY TO EXECUTE.
WE MEASURE AND WE PRODUCE, AND THAT'S WHAT WE'VE BEEN DOING.
AND I'M JUST REALLY PROUD OF WHAT WE'VE GOTTEN DONE AND WANT TO KEEP GETTING BETTER.
AND THEN I DON'T HAVE ANY ADDITIONAL QUESTIONS FOR CIVIL SERVICE.
I KNOW OUR HONORARY MEMBER OF THE COMMITTEE COUNCILWOMAN.
WILLIS IS WITH US AND HAS SOME QUESTIONS.
I'M GOING TO TURN IT OVER TO HER.
THANK YOU SO MUCH FOR LETTING ME JOIN.
I DID WANT TO LOOK AT DATA ANALYTICS AND I CAN TELL YOU ALL THAT WE HAD A DELEGATION FROM THAILAND, THE THAI GOVERNMENT, IN LAST WEEK, AND THIS WAS THE FIRST I WAS ABLE TO SEE THE HUMAN TRAFFICKING HIGH RISK VICTIMS ID SYSTEM, AND IT JUST REALLY BLEW US ALL AWAY.
AND HOW IT'S HELPFUL TO DPD AND OBVIOUSLY TO TRAFFICKING VICTIMS IS JUST IMMEASURABLE.
I'M EXCITED TO SEE SOME OF THESE OTHER SLIDES.
THIS IS A DIFFERENT PRESENTATION, I THINK, IN THAN IN THE PAST YEAR.
YOU'VE GOT SOME REALLY GOOD TANGIBLE EXAMPLES, LIKE THE AIR QUALITY DASHBOARD, WHICH I USE BECAUSE I'VE GOT ONE OF THOSE MONITORS IN DISTRICT 13 AND THEN THE DA'S ANIMAL DISEASE TRACKER.
I HAD NO IDEA THAT YOU WERE DOING THAT, BUT THAT THAT'S GREAT TO LEARN ABOUT.
YOU KNOW, THE VALUE, I THINK, IN THIS DEPARTMENT CAN HELP THE BUDGET TEAM AND COUNCIL MAKE PRIORITY DECISIONS AND BUDGET DECISIONS, SO THAT'S VERY VALUABLE.
SO, I UNDERSTAND THERE IS A LEADERSHIP TEAM OF SORTS THAT RUNS THESE REQUESTS UP AGAINST COUNCIL PRIORITIES, BUT IS THERE A RUBRIC OR SOMETHING TO HELP WITH THIS SCORING? TO HELP SIFT SOME THINGS.
SURE. THANK YOU FOR THE QUESTION, COUNCIL MEMBER WILLIS, WE ABSOLUTELY HAVE A SYSTEM IN TERMS OF WHEN WE INTAKE SOMETHING, QUESTIONS AROUND, DO WE EVEN HAVE THE DATA TO DO THE WORK? IS IT VIABLE? DO WE THINK THERE'S AN ROI THAT'S WORTHWHILE? THERE ARE PLENTY OF PROJECTS THAT WE THAT WE DO NOT END UP UNDERTAKING BECAUSE THEY DON'T MEET ONE OF THOSE THRESHOLDS.
AT ANY GIVEN TIME, WE TRY TO MAKE SURE THAT OUR RESOURCES ARE DISTRIBUTED IN A WAY THAT MAKES SENSE.
AND WE HAVE ABSOLUTELY HAD MOMENTS WHEN CITY LEADERSHIP HAVE COME TO US, EITHER COUNCIL MEMBERS THROUGH THE CITY MANAGER, THE CITY MANAGER OR OTHER MS SAYING, WE HAVE A SITUATION AND WE NEED YOU TO RESPOND TO THIS NOW, RIGHT.
SO, THERE IS AN INTAKE PROCESS.
THERE IS AN ASSESSMENT OF THE VIABILITY OF THE WORK, THE IMPACT OF THE WORK.
THANK YOU FOR I'D LOVE TO SEE THAT LIST OF QUESTIONS.
IF YOU WOULDN'T MIND SHARING THAT WITH ME ON THE PERFORMANCE MEASURES.
AND I KNOW THAT LOTS OF TIMES DEPARTMENTS ARE REPRESENTING JUST A FEW OF THEIR PERFORMANCE MEASURES, BUT DO YOU HAVE ONE THAT'S RELATED TO SAVINGS OR SERVICE, FOR INSTANCE? IT COULD HELP GUIDE, HELP US GUIDE SPENDING ON POINTS IF WE CAN TIE THAT SPEND TO ENHANCE PUBLIC SAFETY FOR THE RESIDENTS OF DALLAS.
SO, ARE THERE ANY MEASURES THAT THAT KIND OF GET AT THAT QUANTIFICATION OF WHAT THE VALUE OF A PARTICULAR DASHBOARD IS, OR OF THE WORK THAT GOES INTO THAT IS? YES. AND THANK YOU FOR THAT QUESTION.
SO, THE PERFORMANCE MEASURES THAT YOU'RE SEEING ON SLIDE NINE WERE THE MEASURES THAT WE CAME UP SORT OF IN OUR INITIAL YEARS WE HOPE TO HAVE NEW PERFORMANCE MEASURES MOVING FORWARD INTO FY 25.
SO, ONE OF OUR CHALLENGES IS LIKE WE DON'T WE DON'T DO DATA FOR DATA'S SAKE.
WE DON'T RUN MODELS TO RUN MODELS.
RIGHT. SO, WHAT WE'RE TRYING TO DO IS ALIGN WITH THE STRATEGIC PRIORITIES OF THE DEPARTMENT.
SO, FOR EXAMPLE, IF DPD IS INTERESTED IN INCREASING THE NUMBER OF OR INCREASING THEIR VISIBILITY INTO HIGH-RISK VICTIMS, FOR EXAMPLE, WE DON'T NECESSARILY HAVE A WAY THAT WE MEASURE THAT INDEPENDENTLY FROM DPD ACHIEVING THEIR MEASURE.
RIGHT. SO WE THINK WE'VE BEEN SUCCESSFUL WHEN THAT DEPARTMENT THINKS OF US AS PART OF THE TEAM, RIGHT? WHEN WE'RE JUST INTEGRATED INTO WHAT THEY'RE DOING AND SUPPORTING THEIR EFFORTS, WE DO ATTEMPT EVERY YEAR TO CALCULATE THE HOURS OF STAFF TIME THAT OUR PRODUCTS HAVE
[01:55:01]
PRODUCED. WE KNOW THAT ANNUALLY WE SAVE ABOUT 14,000 HOURS IN STAFF TIME AND PRODUCE A COST AVOIDANCE MEASURE OF, OF $1 MILLION A MONTH OR ALMOST 12 MILLION A YEAR COMPARED TO OUR BUDGET.SO WE HAVE ATTEMPTED TO MEASURE THESE THINGS.
WE ALSO KNOW THAT ON INDIVIDUAL LEVEL PROJECTS, THERE WERE PROJECTS THAT WE HAD BID THAT WERE COMING IN AT ABOUT 1.5 MILLION THAT WE WERE ABLE TO COMPLETE FOR ABOUT $123,000, PRODUCING ON ONE PROJECT A COST AVOIDANCE OF OVER $1 MILLION.
SO, WE ARE MEASURING A LOT OF THAT INTERNALLY.
BUT SO FREQUENTLY OUR SUCCESS IS TIED WITH THE SUCCESS OF A DEPARTMENT.
WELL, AND YOU SAID A THIRD OF YOUR PROJECTS ARE AROUND PUBLIC SAFETY.
AND SO OBVIOUSLY, YES, MA'AM, TO SPEND OUR MONEY.
FINALLY, I THINK THIS IS AN AREA WHERE IF EVERYTHING IS CLICKING AS IT SHOULD, AND IN SOME OF THE EXAMPLES OF THE WORK THAT YOUR TEAM HAS DONE, IT'S VERY HELPFUL TO DEPARTMENTS.
I MEAN, INTERNALLY AND THEN THE EXTERNAL COMMUNITY.
I WOULD BE CURIOUS ABOUT WHAT SOME OF THE ENHANCEMENTS THAT YOU MIGHT ASK FOR.
I DON'T NECESSARILY WANT TO PUT A BRICK ON EVERYONE'S HEAD.
I APPRECIATE KIND OF THE AUSTERITY THIS YEAR, BUT IF THERE'S SOMETHING THAT IS COULD REALLY HELP MOVE THE NEEDLE AS FAR AS REDUCING STAFF TIME SPENT ON SOMETHING OR CREATING OTHER BUDGET SAVINGS, OR IF IT'S IN THE MATTER OF SOMETHING LIKE HUMAN TRAFFICKING, WHERE IT'S LITERALLY LIFE AND DEATH.
IF IT'S SOMETHING THAT COULD REALLY CREATE A SIGNIFICANT DIFFERENCE IN IN EFFICIENCY OF OPERATIONS.
THANK YOU SO MUCH FOR THAT QUESTION.
AND I JUST I JUST WANTED TO SAY ONE THING IN CLOSING, BECAUSE I KNOW WE'RE SHORT ON TIME.
SO, THE FIRST THING IS IN PARTICULAR WITH THAT HUMAN TRAFFICKING DASHBOARD, ONE OF THE REASONS THAT IT'S SO HARD TO TALK ABOUT THE ROI IS WE'VE GIVEN THE DETECTIVES THIS NEW TOOL, RIGHT. EVERY MORNING AT 5:30 A.M., THEY'VE GOT DELIVERED TO THEM A LIST OF THE CASES THAT WE THINK ARE MOST AT RISK FOR BEING HUMAN, HUMAN TRAFFICKING.
AND AMONG THOSE LISTED ARE CHILDREN.
AND SO, IF WE GET ONE CHILD BACK TO SAFETY, THAT EVERYTHING HAS BEEN WORTH IT.
RIGHT. AND SO HOW DO YOU MEASURE THAT IN TERMS OF DOLLARS.
AND SO THAT'S WHERE THIS IN TERMS OF YOUR ENHANCEMENTS LIKE AS YOU LOOK.
SURE. CURIOUS KIND OF WHAT'S ON YOUR WISH LIST.
BUT NOW I WANT TO MOVE ON TO OKAY.
THANKS. SO, I KNOW THAT WE WERE, I MEAN, IN THE CHANGE AROUND THE DEFINITION OF LODGING IN THE CITY AND SHORT-TERM RENTALS. AND WE WERE SUED.
AND SO NOW WE'RE WORKING THROUGH ALL OF THAT.
YESTERDAY, CODE WAS TALKING ABOUT 5000 STARS STILL ACTIVE IN THE CITY.
ARE THEY ALL PAYING THEIR HOT TAX OR ARE THEY ALL REGISTERED? ARE WE SEEING THAT IN YOUR REVENUE OR IN WHAT YOU ALL ARE ABLE TO RECOVER? YES, WE'RE WORKING THROUGH THAT.
NOW WE'RE WORKING WITH CODE ON THE 5000 BECAUSE WE HAVE, I THINK, AROUND 2500.
AND I WILL NEED TO GET BACK TO YOU ON THAT.
WHAT WE ARE DOING AN ADDITIONAL THING THAT I STARTED DOING SORT OF BY HAPPENSTANCE, IS LOOKING AT REAL ESTATE LISTINGS AND LOOKING AT PROPERTIES FOR SALE THAT WE'RE TALKING ABOUT HOW MUCH STR REVENUE THEY HAVE, AND THEN LOOKING AT WHERE ARE THEY PAYING US.
AND WITH THE HELP OF THE CITY ATTORNEY'S OFFICE, WE ARE ACTUALLY STARTING TO FILE LIENS ON THOSE PROPERTIES THAT WERE NOT PAYING THAT WE KNOW HAVE SAID THEY HAD REVENUE FROM STR.
SO, I NEED TO TAKE A DEEPER DIVE AT THAT AND GET BACK TO YOU.
OKAY. BUT WE DO WORK ON THAT, AND WE DON'T HAVE ANY ADDITIONAL I'M SORRY TO INTERRUPT, BUT JUST WE DON'T HAVE WE'RE NOT HAVING ANY ADDITIONAL STAFFING ON THAT RIGHT NOW. OKAY.
THANK YOU FOR THAT. I'M NOT GOING.
I HAVE A FEW QUESTIONS I'LL SEND OUT VIA EMAIL, JUST IN THE INTEREST OF TIME.
BUT I WILL JUST LET EVERY DEPARTMENT KNOW HERE AND WHO'S NOT HERE? IF THERE'S A REQUEST FOR AN INCREASE IN FTES, I WILL ASK THE QUESTION.
I'VE BEEN ASKING ABOUT AI AND THE USE OF TECHNOLOGY.
AND HAVE WE LOOKED AT THAT? YOU KNOW, I'M ALL ABOUT IF WE'VE GOT THE EMPLOYEES, LET'S KEEP THEM AND MAKE THEM MORE EFFICIENT, FOR SURE.
[02:00:06]
SO, I'M GLAD TO HAVE THAT DISCUSSION TODAY.ALL RIGHT. MOVING ON TO ITEMS F THROUGH J.
I'M HEARING FROM MY COLLEAGUES THAT THERE'S NOT QUESTIONS EXCEPT POSSIBLY ON ITEM G, WHICH I ACTUALLY HAVE QUESTIONS FOR AS WELL ON THE BANK DEPOSITORY SERVICES UPDATE.
COULD YOU JUST GIVE US, LIKE, THE ONE-MINUTE OVERVIEW OF.
HOW OFTEN THIS COMES UP AND WHAT THIS ITEM INVOLVES.
SORRY. GOOD AFTERNOON, JENNY KURTZMAN, ASSISTANT DIRECTOR OF TREASURY.
I'LL BE HAPPY TO ANSWER THOSE QUESTIONS FOR YOU.
IT'S NOT MUCH I CAN TELL YOU BECAUSE IT'S AN OPEN PROCUREMENT.
BUT THE BANK DEPOSITORY THIS IS SOMETHING THAT WE PROCURE EVERY FIVE YEARS.
AND INCLUDES ALL OF YOUR TRADITIONAL BANKING SERVICES DEPOSITS AND INVESTMENTS, LOCKBOX SERVICES SECURITIES, MAINTENANCE OF THE COLLATERAL TO PROTECT OUR CITY FUNDS, AND OBVIOUSLY THE AUTOMATED CASH MANAGEMENT REPORTING.
SO, ALL OF THE REPORTS FOR ALL OUR BANK ACCOUNTS.
WE ARE, YOU KNOW, IN THE MIDDLE OF THE PROCUREMENT.
SO, WE ARE HOPING TO HAVE YOU KNOW, SELECTION PRETTY SOON.
SO, WHEN WE'RE CHOOSING A A BANK FROM AMONGST ALL OF THE APPLICANTS, WHAT ARE THE FACTORS WE LOOK AT AS A CITY? YES, ABSOLUTELY.
AND OBVIOUSLY THEY HAVE TO ALSO BE IN COMPLIANCE WITH THE RESPONSIBLE BANKING ORDINANCE.
SO, THEY HAVE TO MAKE SURE THAT THEY INCLUDE ALL OF THAT INFORMATION.
SO, THEY NEED TO PARTICIPATE IN THAT AND BE IN COMPLIANCE WITH THAT.
IF I MAY ALSO ADD, THE REASON WE BROUGHT THIS AS A MEMO TODAY IS BECAUSE THERE'S A GOOD CHANCE THAT WE WILL BRING IT TO COUNCIL FOR APPROVAL BEFORE YOUR NEXT FILM.
SO, WE JUST WANT IT TO BE ON YOUR RADAR.
IF WE CAN GET THIS DONE BEFORE THE JULY BREAK.
AND THE PROCUREMENT PROCESS WHERE WE'RE AT THIS MOMENT IS, HAS THE VENDOR ALREADY BEEN SELECTED OR HAVE YOU NOT SELECTED THE VENDOR? I'M NOT GOING TO ASK WHO IT IS.
I CANNOT ANSWER THAT QUESTION.
ALL RIGHT. ONE AND THEN DO WE ALSO CONSIDER WHETHER THE BANK ALIGNS WITH CITY PRIORITIES? I MEAN, I KNOW YOU MENTIONED THEIR RACIAL EQUITY AND OTHER THINGS SO THAT THAT'S A PART OF IT.
THAT IS PART OF WHAT WE ARE LOOKING INTO THE APPROACH.
SO, AS YOU MENTIONED, THE CRA THAT IS A VERY BROAD DOCUMENT.
YEAH. BUT WE HAVE WE MADE SURE THAT WE GET INFORMATION ON SPECIFIC FOR THE CITY OF DALLAS.
AND A BIG PART OF THAT PUSH HAS BEEN THE DALLAS HOUSING OPPORTUNITY FUND, WHICH IS FACILITATED IN RELATIONSHIP WITH TREK, THE REAL ESTATE COUNCIL AND THE LISK FUND.
AND WILL THAT BE SOMETHING THAT YOUR PROCUREMENT TEAM COULD CONSIDER? THANKS FOR INFORMING ME OF THAT.
BUT RIGHT NOW, WE'RE IN THE MIDDLE OF IT, SO I.
IF THE BANKS THAT PROVIDED BIDS, IF THEY COVER ANY OF THAT.
OKAY. WELL, THAT WILL BE A QUESTION I'M GOING TO WANT TO DEEP DIVE INTO.
ABSOLUTELY. COUNCIL AND I'LL BE WANTING TO TALK TO THE VENDOR.
[02:05:01]
OF THE EVALUATION COMMITTEE.WHY IS DEPARTMENT OF TRANSPORTATION CODE COMPLIANCE AND DWU A PART OF THAT? WELL, OBVIOUSLY, FOR ANY PROCUREMENT, WE'D LIKE TO TAKE MEMBERS FROM THAT DEPARTMENT THAT USERS OBVIOUSLY DALLAS WATER UTILITY IS ONE OF THE BIGGEST USERS OF BANKING SERVICES.
LOCKBOX SERVICES IS ONE OF THE MOST EXPENSIVE PRODUCTS THAT WE HAVE WITH OUR CURRENT BANK.
AND IT'S MAINLY USED BY DALLAS WATER UTILITIES.
SO, WE LIKE TO MAKE SURE THAT THEY ARE INCLUDED IN THE EVALUATION.
AND SO, IT'S NOT JUST A DECISION OF THE COMPTROLLER'S OFFICE WHO'S GOT THE SKILL SET ON THAT TEAM TO ACTUALLY DEEP DIVE INTO THE INTRICACIES OF THE BANK, THOUGH, BECAUSE I UNDERSTAND FROM A USER PERSPECTIVE HOW THAT'S IMPORTANT.
BUT THE TECHNICALITIES, IT SEEMS LIKE, WOULD BE LIMITED TO JUST THE COMPTROLLER'S OFFICE.
OR AM I OVERSIMPLIFYING? I AM PROUD TO SAY THAT ON THE SUBJECT MATTER EXPERT ON THIS.
SO, I'M SERVING AS AN OBSERVANT, YOU KNOW, AND ADVISOR.
SO, LOOKING WITH, WITH THE TEAM ANSWER ANY QUESTIONS THAT THEY MIGHT, THAT THEY MIGHT HAVE, WE ALSO HAVE DONE PRESENTATIONS WITH THE DIFFERENT PROVIDERS.
I'M GOING TO TURN IT OVER TO CHAIR RESENDEZ FOR QUESTIONS.
SURE. THANK YOU SO MUCH FOR BEING HERE AND FOR THE INFORMATION.
THE QUESTION I HAD IS RELATED TO THE CITY'S RESPONSIBLE BANKING ORDINANCE, AND I'M WONDERING WHAT.
WELL, OBVIOUSLY, IT'S VERY IMPORTANT FOR THE BANK TO PROVIDE THE COPY OF THEIR MOST RECENT CRA.
IT IS A REQUIREMENT FOR THEM TO HAVE A.
SATISFACTORY OR ABOVE OF THE RATING COMING FROM THE CRA.
AND THAT IS DEFINITELY PART OF THE REVIEW THAT WE HAVE DONE.
OKAY, WELL, I JUST WANT TO MAKE SURE THAT WE'RE ALSO FOCUSING ON THE.
THE ORDINANCE STATES THAT THE FINANCIAL INSTITUTIONS HAVE A CONTINUING AND AFFIRMATIVE OBLIGATION TO SERVE THE CREDIT AND OTHER FINANCIAL NEEDS OF ALL COMMUNITIES INCLUDING AND ESPECIALLY MINORITY AND LOW- AND MODERATE-INCOME COMMUNITIES.
AND OBVIOUSLY, THAT THAT INCLUDES PART OF WHAT CHAIRMAN WEST WAS TALKING ABOUT WITH THE HOUSING.
IS IT POSSIBLE TO GET THAT INFORMATION FOR ALL THE BANKS THAT DO BUSINESS WITH THE CITY? WELL, THE RESPONSIBLE.
BANKING ORDINANCE ONLY TALKS ABOUT THE BANK THAT HOLDS OUR MAIN DEPOSITORY.
SHARE THAT INFORMATION AND WHAT THE PRIORITIES OF THE CITIES ARE.
OKAY. THOSE ARE ALL THE QUESTIONS I HAVE RIGHT NOW.
SO JUST PIGGYBACKING ON HIS QUESTION I GUESS THIS IS WHAT THE REQUEST IS FOR ANY BANK THAT WE DO BUSINESS WITH THAT IS CRA REQUIRED. CAN WE GET A LIST OF THE BANK, THE AMOUNT OF DOLLARS THAT WE TRANSACT WITH THEM AND WHAT THEIR DALLAS CRA ACTIVITIES ARE? SO, IF THEY'RE FUNDING THINGS LIKE REBUILDING TOGETHER, WHICH MANY BANKS DID THAT WHEN I WAS AN EXECUTIVE DIRECTOR.
SO, PEOPLE ARE GETTING HOME REPAIR FOR FREE BECAUSE OF THE BANKS.
IS THAT POSSIBLE TO REQUEST THAT FROM THEM? IT'S A PUBLIC DOCUMENT, OF COURSE, BUT HAVE THEM NARROW TAILOR IT JUST TO WITHIN THE CITY OF DALLAS LIMITS.
ACTUALLY, A FEW MONTHS BACK, WE MET WITH SEVERAL BANKS TO GET INFORMATION.
THEY HAD NOTHING TO DO WITH THE RFP.
JUST TO HEAR WHAT THEY HAD TO SAY.
SOME WERE VERY INTERESTED IN SHARING THAT WITH US.
THERE MIGHT NOT BE OUR MAIN BANK RIGHT NOW, BUT THEY WANT TO LET US KNOW.
SO, WE HAVE DONE SOME OF THAT ALREADY.
SO, I'LL BE HAPPY TO EXTEND TO OTHER BANKS IF POSSIBLE.
YES. ANY OTHER QUESTIONS? ALL RIGHT, COLLEAGUES, ANY OTHER QUESTIONS ON THE FINAL ITEMS? LOOKS LIKE THAT'S A NO.
I'M SORRY. SO, I HAD I JUST WHEN I WAS LOOKING AT THE TECHNOLOGY ACCOUNTABILITY REPORT, I SEE BILLS.
THANK YOU. I SEE BRIAN'S GONE.
[02:10:08]
BUT I JUST HAVE TO TELL YOU, WHEN I WAS READING THIS THING, THEY ARE DOING SO MUCH WORK, AND I THINK THE AMOUNT OF WORK THEY'RE DOING IS JUST.CONTINUING TO INCREASE ASTRONOMICALLY.
BECAUSE WE CAN'T HAVE A HICCUP THERE.
AND THEN WE WILL CALL THIS MEETING TO A CLOSE.
THANK YOU.
* This transcript was compiled from uncorrected Closed Captioning.