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HomeMy WebLinkAboutItem 4.14 Master Fee Schedule Update or nU,�� 19 82 STAFF REPORT CITY CLERK ` CITY COUNCIL File #390-10 DATE: June 16, 2015 TO: Honorable Mayor and City Councilmembers FROM: Christopher L. Foss, City Manager " SUBJECT: Annual Update to the Master Fee Schedule Prepared by Colleen Tribby, Director of Administrative Services EXECUTIVE SUMMARY: The City Council will consider adopting an annual update to the Master Fee Schedule. FINANCIAL IMPACT: The financial impact will be based on the activity levels after the new fees are adopted and in place. The recommendations do not establish all fees at 100% recovery and the City would continue to subsidize some services in accordance with the adopted policy (Resolution 160-12). RECOMMENDATION: Staff recommends that the City Council adopt the Resolution Adopting an Annual Update to the Master Fee Schedule for Services provided by the City. Reviewed By Assistant City Manager DESCRIPTION: In September 2012 the City Council received a report on a comprehensive user fee study and adopted a User Fee Cost Recovery Policy (User Fee Policy), and adopted Resolution 168-12 Adopting a Master Fee Schedule for Services provided by the City. The User Fee Policy calls for an update to the Master Fee Schedule annually to keep pace with increases in the City's costs for providing services. The User Fee Policy also states that changes to fees, with the exception of items billed as "time and materials", should be calculated based on changes in the preceding December Consumer Price Index (Bureau of Labor Statistics, San Francisco-Oakland Urban Wage Earners and Clerical Workers). The Consumer Price Index (CPI) for December 2014 increased by 2.1% and the Master Fee Schedule has been adjusted to reflect the increase. Page 1 of 3 ITEM NO. 4.14 New Items for this Update This year, Staff is proposing the addition of impact fee administrative fees, which would cover the cost of Staff time to prepare and send annual account statements to developers with a listing of the activities related to each credit. The following table illustrates the proposed fees, and describes the methodology used in setting them: Section 1.2: Administrative Fees — Impact Fee Credit Agreement Administration: Type of Fee Amount Methodology Impact Fee Credit/Right to Reimbursement $50 Estimated Staff cost Annual Administrative Fee Original Agreement to Establish Fire Impact $762 Mimics existing charge for traffic Fee Credits impact fees credit administration Transfer agreement for Fire Impact Fee $433 Mimics existing charge for traffic Credits impact fees transfer agreement administration Original Agreement for Affordable Unit Fee $584 Mimics existing charge for Credits parkland credit administrative fees Transfer Agreement for Affordable Unit Fee $237 Mimics existing charge for Credits parkland transfer agreement administrative fees Discussion of Future Changes At its Strategic Planning Session of March 7, 2015, the City Council identified long-term fiscal sustainability as the key strategic initiative guiding the City's activities over the next two fiscal years. The specific focus areas within this initiative included evaluating the cost recovery and pricing policy for City services. Currently, the Parks and Community Services Commission (the Commission) adopts an annual fee schedule setting Parks and Recreation Program Fees, and these fees are listed separate from the Master Fee Schedule. While these program fees are not adopted by the City Council, they are set in accordance with the Parks and Community Services Pricing Policy adopted by the City Council in September 2010 (Attachment 2). Given the new focus on fiscal sustainability, Staff recommends that, with next year's adoption of the Master Fee Schedule, the Parks and Recreation Program Fees be included with the Master Fee Schedule for adoption by the City Council. Staff further recommends that the Commission be charged with reviewing the details of proposed program fees and making a recommendation to the City Council regarding final adoption of the fees. This will provide an additional level of context for the City Council as it considers the fees, as the Commission has historically been the advising body on the City's recreation services and is closely familiar with the methodologies used to set the fees. Additionally, the City is scheduled for another user fee study in Fiscal Year 2016-17. As part of that process, Staff will be considering changes to the Parks and Community Services Pricing Policy. Page 2 of 3 NOTICING REQUIREMENTS/PUBLIC OUTREACH: None. ATTACHMENTS: 1. Resolution Adopting an Update to the Master Fee Schedule for Services Provided by the City, including Exhibit A: Master Fee Schedule for FY 2015-16. 2. Parks and Community Services Pricing Policy Page 3 of 3 RESOLUTION NO. XX - 15 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * ADOPTING AN ANNUAL UPDATE TO THE MASTER FEE SCHEDULE FOR SERVICES PROVIDED BY THE CITY WHEREAS, the California Constitution authorizes local government to recover the reasonable costs of providing services; and WHEREAS, the City processes various permits, applications, reviews, licenses, approvals and procedural processes; and WHEREAS, on September 4, 2012, the City Council approved Resolution 160-12 Establishing a User Fee Cost Recover Policy that specifies annual adjustments to fees for services provided by the City; and WHEREAS, on June 16, 2015, the City Council reviewed the FY 2015-16 Updated Master Fee Schedule; and WHEREAS, Fees and charges for Recreation programs are adopted by the Parks and Community Services Commission in accordance with the Parks and Community Services Pricing Policy adopted by the City Council on September 21, 2010; and WHEREAS, Fees and charges for Facility Rental and Use are adopted separately by the City Council and are therefore excluded from the Master Fee Schedule. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin adopts the updated Master Fee Schedule attached hereto as Exhibit A. BE IT FURTHER RESOLVED that the new fees identified in said Master Fee Schedule shall be effective beginning July 1, 2015. For those items billed as "time and materials," the fees and overhead rates shown in Exhibit A shall be applicable to services provided beginning July 1, 2015. BE IT FURTHER RESOLVED, that except as otherwise designated in Exhibit A, the fees therein shall be automatically adjusted annually using the adjustment methodology in Resolution No. 160-12 Establishing a User Fee Cost Recovery Policy adopted by the City Council on September 4, 2012. PASSED, APPROVED AND ADOPTED this 16th day of June, 2015, by the following vote: AYES: NOES: ABSENT: ABSTAIN: ATTACHMENT 1 Mayor ATTEST: City Clerk ATTACHMENT 1 a 6 > T K W -j O v O v U c p W �t �t Q � u o t c O t c O T en V 3 3 lA m c V * m N o O O O 00 O v m c v to w CL m a c 'o v o O m V O u c L o V o v uo i v So r i Q v W N ^ i m CL Q 0 Q 'o % O m LL u .� Q o u o u O z o z o Q m `n `n z V V +T+ � +T+ N O (U O t (U in m T m T U O O 3F iF 00 00 u O c 3 Ln m .c V .�. 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The City of Dublin promotes and supports a high quality of life which ensures a safe and secure environment that fosters new opportunities. DU BLIA N fPair,,ks and Co irnirnuin ky Seirvkes IPiriuding IPo ficy A Z' K, W I....III I.'.III,,. II III,,„114,,,P Tim Sbranti, Mayor Kasie Hildenbrand, Vice Mayor Don Biddle Kevin Hart Kate Ann Scholz Steve Jones, Chairperson Steve Minniear, Chairperson Rich Guarienti, Vice Chairperson Sonal Nuckols, Vice Chairperson Alan Elias Anita Carr Angela Muetterties Kim Halket AnthonyTotaro Connie Mack Matthew Reinemann, Student Commissioner Dayna Tutino Georgean Vonheeder Leopold Joni Pattillo, City Manager Chris Foss, Assistant City Manager Diane Lowart, Parks and Community Services Director Paul McCreary,Assistant Director of Parks and Community Services Herma Lichtenstein, Parks and Facilities Development Manager John Hartnett, Heritage and Cultural Arts Manager Mised on policies esbiblished by the, cities of Ir.)iivis, Mountiiin Vie-i.v, Siin Luis Obispo iind DU BLIA N fPair,,ks and Co irnirnuin ky Seirvkes IPiriuding IPo ficy ..II[ a I[,j III e a f OVEI11VIIEV.........................................................................................................................2 Purposeof the Policy..............................................................................................................3 Summary of Cost Recovery and Pricing Model ......................................................................3 DIE Ia U:tIlWHTH`J G I1:1I11 01AIP COS 1'"S....................................................................................... 5 Direct and Indirect Program Costs..........................................................................................5 DirectService Costs.............................................................................................................5 Indirect Program Coordination Costs..................................................................................5 Indirect Department Administrative Costs.........................................................................5 Indirect Facility Overhead Costs .........................................................................................5 AllocatingIndirect Costs.......................................................................................................5 SE Ia Ia°II I114 G COS IItIECOVURY ,I`AII1GE°'1'"S...................................................................................8 Calculating Cost Recovery Rate ..............................................................................................8 Prioritizing Service Values.......................................................................................................8 Priority 1—Core/Essential Services......................................................................................8 Priority 2— Important Services.............................................................................................9 Priority 3— Discretionary Services .......................................................................................9 SE Ia Ia°II I114 GIP1110ES............................................................................................................... 10 Establishing Proposed Prices................................................................................................10 Non-Resident Rates.............................................................................................................. 10 Discounts and Variable Pricing .............................................................................................11 Guidelines for Changing Prices............................................................................................. 12 r_Yy f"Y f CT 09 DU BLIA N fPair,,ks and Co irnirnuin ky Seirvkes IPiriuding IPo ficy III r-, s C u i III S e r i s J:) r-i d n g [)0 h cy ....... ...... Due to the economic recession the City has experienced a significant decrease in revenues from property tax, sales tax and interest earnings, as well as takeaways by the State of California. In the past these revenues allowed the City absorb most of the indirect costs of providing recreational services. However it has been estimated the City will face multi-million dollar deficits for several years. The City Council has already approved millions in prudent budget reductions to bridge the gap, and if revenues do not increase significantly the City's General Fund-supported services may be subject to greater reductions. In order to have the least impact on services and achieve a structurally balanced budget one strategy is to develop a Pricing Policy to increase cost recovery for services generally provided to specific populations. This Pricing Policy will provide guidance for annual adjustments to service fees. It will identify what services should recover 100%of the total cost (direct and indirect costs) of providing a service, and objective criteria for pricing services at lower levels. If a user-fee activity is not completely cost recovered, a General Fund operating subsidy is necessary. There are reasons for subsidies, such as activities that provide a greater community benefit.The level of cost recovery should consider the community-wide versus special service nature of the program or activity. The use of General Fund revenues is appropriate for community-wide services,while user fees are appropriate for services that are of special benefit to easily identified individuals or groups. Additional reasons to subsidize services include the desire of the City to target a specific population or activity, as well as for promotion and marketing benefits. Establishing a Pricing Policy will allow the City of Dublin to continue to provide high-quality programs in a financially sustainable manner. It will maximize the benefits of programs to the greatest number of Dublin residents, and focus on initiatives or populations of priority to the City. The policy will continue to value preferential access and fee discounts to Dublin residents. r_YyfYf II DUBLIN IPair,ks and Co irnirnu, inKy°'eir,,vuc es IPiriuc ing IPo ficy The Parks and Community Services Strategic Plan identified a strategic goal (#4f) to develop a pricing policy. This will establish cost recovery levels and goals for programs and accomplish the following: • Formalize the structure for calculating fees • Establish cost recovery levels with a clearer connection between core service values, the population served and the level of community benefit • Promote the best investment of General Fund resources • Provide a system for tracking the financial performance and identifying programs not generating the designated minimum cost recovery The Pricing Policy is based on best practices used by other municipalities and recommendations from continuing education experts on program pricing. The Policy establishes guidance for Staff to have the flexibility to adjust fees to maximize revenue and differentiate pricing in response to fluctuations in the market or demand. It will also provide the ability to package programs and provide discounts to increase participation and/or promote new programs. The Policy is based on the "Parks and Community Services Cost Recovery and Pricing Model" depicted in Figure 1 below. ��rOV RV AND I'R IN(.; l�0� �1.� DETERMINE: Costs .�....�...... .Service Values Market Conditions Demand General Fund Capacity DETERMINE MODIFICATIONS: SET COST RECOVERY Reduce Casts TARGETS Reduce Recovery Target Eliminate Program SET Fee too high:? PRICING IMPLEMENT Unsuccessful? PRICING Successful.? EVALUATE IF. Cast Can Be Reduced Recovery Can Be increased r_Yy f"Y f .II_µIF DU BLIA N fPair,,ks and Co irnirnuin ky Seirvkes IPiriuding IPo ficy In recognition of the wide variety of service values and revenue generating potential of various activities, Staff will assign each activity to one of three "service priority groups" based upon an assessment of service and cost recovery values. Specific cost recovery thresholds will be established for each service priority group and include both minimum and target levels of cost recovery. "Priority 1" activities will provide the greatest community-wide benefit and will have lower cost recovery targets than "Priority 3" activities which provide more of an individual or small group benefit, and therefore will have higher cost recovery thresholds. Cost recovery for activities directed to adults should be relatively high. While cost recovery for youth and senior activities should be relatively low. In those circumstances where services are similar to those provided in the private sector, cost recovery levels should be higher. Activities within each priority group will be reviewed and where appropriate may include specific considerations that may supersede the cost recovery thresholds identified for the group. Considerations could include market rates and demand, benchmarking to a specific competitor, the availability of alternative providers, or collection of fees is not cost effective. Both the Heritage and Cultural Arts Commission and the Parks and Community Services Commission annually adopt a Master Fee Resolutions for programs. Following the adoption of the new Pricing Policy the Commissions will still adopt annual Fee Resolutions. However, the Resolutions will provide Staff with the authority to adjust program fees during the fiscal year; except that no fee increase may exceed 10% without the approval of the appropriate Commission. Additionally as part of the annual fee adoption process, the Commissions will review the performance of each activity compared to the Pricing Policy and make recommendations for adjustments to the Pricing Policy as deemed appropriate. The City Council must approve any future changes to the adopted Pricing Policy. Following the adoption of the Pricing Policy, strategies for achieving the target cost recovery rate will be established by Staff for each program area. These strategies may include immediate or gradual action depending upon the best interests of maintaining a strong program, achieving the target within a reasonable time period and current market conditions. Activities that do not meet the minimum cost recovery threshold will be reviewed by Staff to determine whether it is feasible to reduce costs or if the cost recovery target can be adjusted. Otherwise Staff will recommend eliminating the activity. For activities that exceed the cost recovery thresholds, Staff will determine the feasibility of increasing the cost recovery target. r_Yy f"Y f .II CT 09 DU BLIA N fPair,,ks and Co irnirnuin ky Seirvkes IPiriuding IPo ficy ....,,, .��';;;.�' III,,'I ROGRANA COS FS Direct costs by nature are usually easy to identify and relate to a specific service. However this is not the case for indirect costs. This policy will help to determine the total cost of providing a specific service by developing a system for allocating indirect costs to direct cost programs. Direct costs are those solely associated with a particular service, such as After School Recreation, Swim Lessons, Adult Basketball Leagues, or the First Saturday events at the Heritage Center. Indirect costs are not identified with one particular service and are typically incurred for a joint purpose that benefits more than one service within the Department. The total cost of a service is the sum of the following direct and indirect costs. Direct Service Costs • The fixed and variable costs necessary to operate a specific program • Includes seasonal part time staff, supplies, equipment, and contracted services Indimct Program Coordination Costs • The fixed resources for the service area (i.e. Sports, Family Services, Preschool,Teens, Heritage and Cultural Arts, etc.) that do not vary with program participation • Includes permanent staffing for customer service,program oversight by Coordinators, Supervisors, and Managers, and, other overhead supplies and services • The share of the Department's executive management support • This includes permanent staffing, technology, printing, advertising, internal service funds, credit card processing, etc. Indimct F'a ility t,Vv?rh?ad Costs • The day-to-day costs to keep the facility open and provide facility supervision, as well as on- going maintenance, repairs and equipment replacement. • Includes facility attendants, supplies, utilities, contracted services, and repairs and maintenance Allocating Indirect Costs Allocating indirect costs requires creating indirect cost rates or overhead rates for each of the cost areas identified above. The indirect cost rate is simply the ratio between indirect and direct costs. By applying the overall indirect cost rate to any specific direct cost program, the total cost of the program can be determined. Following is an example using the Preschool Program. r_Yy g II d;Ty09 DU BLIA N fPair,,ks and Co irnirnuinPky Seirvkes IPiriuding IPoficy 'I"A.I:II,E 1 - I Y 2010mm20`I1 MIME(' '0VI.,RH1.,AD R� TE FOR PRE S(' L COORDINATION N Direct Preschool Service Costs (A) ............................. $220,318 Indirect Preschool Service Costs (B)............................. $93,572 Indirect Preschool Overhead Rate (= B/A).............0.424716 Dividing the indirect service costs by the direct service costs calculates the indirect overhead rate for the preschool division of the Department. In essence for every dollar of direct expenditures there is an additional $0.42 in cost for indirect preschool program coordination. In addition to the indirect program coordination costs,there are indirect department administration costs. For Fiscal Year 2010-2011 the indirect department overhead rate is 0.182916 of a program's total direct and indirect costs. Using the example above for preschool: 'I"A.I:LE 2- I V 2IIIII- 011 I II,"PA I"/N/I;I,"N'I"A I:IiWll\IIS'T'RI-I'T'I V,I, OVI,R HI.,'I-i D RrVI"';I:,"FOR PRESCHOOL Total Preschool Program Costs (A) ............................ $313,890 Indirect Department Admin Rate (B)......................... 0.182916 Indirect Department Admin Costs (=A x B)...............$57,416 Allocating indirect costs via an indirect cost rate assumes that all indirect costs are incurred proportionately to the direct cost of the program. However, this may not be a reasonable assumption in all cases, as the benefit received from certain types of support services may be more closely related to an indicator other than cost, such as program length or percentage of square feet of dedicated space. The Pricing Policy allocates indirect facility overhead costs based on an hourly rate per square foot of use for rooms used by multiple programs, or based on a per square foot cost for spaces dedicated to one program, such as the preschool space in Shannon and the Emerald Glen Activity Center. Following shows the calculation for the Facility Overhead Costs for preschool. 'I"A.I:ILE I- I V 2010-2011 FA a'"ILI Y OP Rr-TIONS 0V1.-.,RHEAI I COSTS Activity Center Direct/Indirect Costs (A)......................................................$39,250 Percent of Square Feet for Preschool (B).........................................................100% Activity Center Facility Overhead Cost for Preschool(A x 8= C)..................$39,250 Shannon Center Direct/Indirect Costs (D) .................................................$349,758 Percent of Square Feet for Preschool (E)...........................................................26% Shannon Center Facility Overhead Cost for Preschool(D x E=F)................$91,230 Total Preschool Facility Overhead Costs(= C+ F).................................. $130,480 Since the Preschool has exclusive use of these facilities 100%of these overhead costs are assigned to the preschool program. If multiple programs were using a room, then an hourly overhead rate would be assigned instead. The hourly overhead rate would be calculated by dividing the total overhead costs for a room by the annual usable hours for the facility (i.e. daily from 8:00 a.m. to 10:00 p.m.). r_YyfYf II DU BLIA N fPair,,ks and Co irnirnuinPky Seirvkes IPiriuding IPoficy Based on the above example the following is a summary of the total cost of the preschool program for Fiscal Year 2010-2011: 'TAB ,E 4- IV 01 20`1' T071-U., d'RE;S "H00 , PROGRAM a 0S'I";a Direct Preschool Program Costs ................................ $220,318 Indirect Preschool Coordination Costs ........................ $93,572 Indirect Department Administrative Costs.................. $57,416 Facility Overhead Costs.............................................. $130,483 Total Preschool Program Costs ...............................$501,789 This policy recognizes the principle that the cost of developing the information necessary to perform the cost allocations should not exceed the benefits likely to be gained. Calculating hourly facility overhead rates and the annual indirect cost rates is relatively easy using the EDEN finance and enterprise resource planning (ERP) system and the CLASS facility booking system. In a true cost accounting system, indirect costs would be calculated and allocated on an ongoing basis throughout the fiscal year based on actual costs. However frequent updating in a municipality would not serve any specific purpose such as price control in a manufacturing company, and would consume significant staffing resources. Therefore the indirect cost rates will be prepared annually as part of the budget preparation process. r_Yy f"Y f .II_ DU BLIA N fPair,,ks and Co irnirnuin ky Seirvkes IPiriuding IPo ficy Once the total cost of a program has been identified there needs to be a method to determine the desired level of cost recovery for each activity. To calculate the cost recovery rate, divide the revenue collected for a service by the total cost of providing the service (including direct, indirect and facility overhead costs). The following is an example using the preschool again. Total Preschool Revenue (A)...................................... $403,530 Total Preschool Program Costs (B)............................. $501,789 Cost Recovery Rate (=A/B) ...........................................80% The cost recovery rate determines how much a program must generate in revenue (user fees, sponsorships, grants, etc.) and how much subsidy will be needed from the General Fund. In order to maximize available General Fund resources to the greatest number of residents, the prioritization of subsidies is based on the: • Type of service • Target population • Level of community benefit and participation • Availability of alternative providers These criteria will be used by Staff to assign each Department service to one of three priority groups. These categories are used to set the minimum cost recovery rate and the targeted cost recovery rate for each activity. The following describes in more detail the criteria Staff will use to categorize services into the three priority levels. Priority 1 — Core/Essential Services Minimum Cost Recovery Rate: 0% Priority 1 services have the lowest level of cost recovery and include activities that provide larger community benefit and can be accessed by the broadest cross section of the population. The public expects the City to provide these services and they are usually not provided by others. These services may be provided to a targeted population and/or be essential to the health, safety or livability of the community. Residents would consider these program subsidies a sound investment of public funds. Programs that may fit this category include recreational swimming, Heritage Center tours or picnic area rentals. r_Yy f"Y f .II_ . DU BLIA N fPair,,ks and Co irnirnuin ky SeirvPuces IPiriuding IPo ficy Priority 2 — Important Services Minimum Cost Recovery Rate: 30% Priority 2 services have mid-range cost recovery targets and include activities that provide some community benefit as well as individual or group benefit, and serve a significant number of residents. These programs service the needs of youth or seniors. The services may expand or enhance health and safety, or contribute to economic and community vitality. Although there may be other providers of these services,they can't provide residents with the same level of accessibility, efficiency or effectiveness as the City's services. Important services may include after school programs, preschool classes, swimming lessons, or the St. Patrick's Day Celebration. Priority 3 — Discretionary Services Minimum Cost Recovery Rate: 60% Priority 3 services are discretionary and have the highest level of cost recovery targets. These activities serve a moderate number of residents, providing benefit to the individual or group, and minimal benefit to the greater community. They are typically specialized, and may be provided by the private sector or other agencies with the same level of accessibility, efficiency and effectiveness as the City's programs. These services are nice to have when additional funding is available. The public may not typically expect the City to provide these services,which may provide value beyond what is expected of the City. Examples of Priority 3 services include contracted specialty classes and camps, letters from Santa, concert series or adult sports leagues. r_y r e .II_ DU BLIA N fPair,,ks and Co irnirnuin ky Seirvkes IPiriuding IPo ficy With the total costs identified and each activity categorized into a service priority group, Staff can then set the price for each activity. As noted each priority group has a minimum cost recovery rate and a targeted cost recovery rate. When setting the price to be within the cost recovery range identified for the priority level of the service, Staff will need to evaluate the market rates and demand for the activity to determine the feasibility of the proposed price. If the price is too high compared to the market and there is little demand for the program, Staff will need to take one or more of the following actions: • Evaluate the feasibility of reducing costs • Provide a justification to the Department Administration for reducing the fee • Propose elimination of the activity the Department Administration If applying the Pricing Policy to an existing program will result in a significant fee increase in one year, Staff could also consider implementing the fee increase over a two or three year period. When conducting the market analysis, if the target price is below the market average Staff should consider increasing the price to improve cost recovery, yet still remain competitive. If an activity has high demand Staff should also determine if the market will bear a fee increase to improve cost recovery. Annually, Staff will present the proposed pricing to the Heritage and Cultural Arts Commission and Parks and Community Services Commission for approval. During the year the Parks and Community Services Director can set and adjust fees as long as cost-recovery ranges and target rates are maintained. This will allow for Staff to respond to fluctuations in the market and demand, and provide the flexibility to package programs to increase participation and/or promote new programs. Any mid-year fee increase exceeding 10.0 percent will require the approval of the Parks and Community Services Commission. Historically fees charged for non-residents compared to Dublin residents have been 15% more for programs, and 20%for facility rentals. Under the new Pricing Policy fees for non-resident programs will increase from 15%to 20%to be consistent with facility rentals. The Parks and Community Services Director is authorized to reduce or eliminate non-resident fee differentials when it can be demonstrated that: • The fee is reducing attendance and there are no appreciable expenditure savings from the reduced attendance. • It may be impractical or too costly to establish a system to identify and charge non-resident users. For example, checking residency status for drop-in activities that do not require pre-registration, such as Recreational Swimming, is impractical. r ru f"', e 10 CT 09 DU BLIA N Parks and Co irnimunity Seirvkes IPirk ng IPo ficy Following adoption of the Pricing Policy, Staff will update the City's promotional materials to re-package how these fee differentials are presented. Rather than being a "non-resident surcharge"the differential will be featured as a "resident discount". This is a more positive way of marketing the concept. The Learning Resources Network (LERN) is an international association of people who coordinate lifelong learning classes and recreation programs. The organization has over 40 years of research on best practices, and in particular has a wealth of knowledge regarding pricing and marketing. Staff has reviewed information and training materials from LERN and has developed the variable pricing component of this policy based on the best practices recommended by LERN. As noted there will be situations when it is desirable to adjust the approved fee for a program. The Parks and Community Services Director is authorized to offer reduced fees such as introductory rates, family discounts and coupon discounts, or non prime-time pricing on a pilot basis (not to exceed 18 months) to promote new recreation programs or resurrect existing ones. Other potential pricing strategies could include early registration discounts, in which the current price would be the early price, and the fee for regular registration would be higher. Package discounts would lower the fee for customers that register for a group of classes. It can be shown that targeted, short-term discounts, for certain programs may be effective at garnering more participation. However Staff should be cautious about lowering prices permanently or across the board as a way to increase registration. In a recession enrollments drop, but those who still register are probably willing to pay the same or even higher prices because they need the class or service. Thus there can be less risk in boosting prices than in lowering them. For example there is an activity with a registration fee of$95 and 25 participants, and at that participation level the City nets $950 after paying direct expenses. If the fee were lowered to $75 there would need to be seven (28%) more registrations for the City to net the same amount. Alternatively if the price was raised to $125 then registrations could drop by six(24%) and still have the same level of income and profitability. Table 6 outlines this concept. 'TABLE 6—(70Mf'A_Rf9S01Y 0 'f'R0FTTA.BI]J Y/VT1,01/V1-.,'R AlYD HIGHER d R1('I]Y CURRENT LOWER HIGHER PRICE PRICE PRICE Registration Fee $95 $75 $125 Number of Registrations 25 32 19 Revenue Collected $2,375 $2,400 $2,375 Contract Payment(60%of revenue) $1,425 $1,440 $1,425 Net to City $950 $960 $950 P ry f ��. DU BLIA N fPair,,ks and Co irnirnuin ky Seirvkes IPiriuding IPo ficy Staff will be required to review the financial feasibility of variable pricing strategies before being approved by the Parks and Community Services Director. LERN has done extensive research on consumer response to pricing strategies. They have determined psychological price breaks for community classes and programs. These are the points at which if the City raises the fee beyond a price point, registration will decrease by an amount more than proportional to the price increase. Basically the market grows accustomed to paying a certain amount for a certain type of program. Additionally the perception of the price affects the price point. For example raising a price above $0.99 will cause demand to fall because people perceive $1.00 as a significantly higher price. This is sometimes referred to as "odd-number" pricing. According to LERN pricing points for community education and recreation are as follows: $10 $60 $300 $20 $75 $400 $25 $80 $500 $30 $100 $1,000 $40 $150 $50 $200 When raising fees Staff should consider where the existing fee is in relation to the price breaks and try to stay under the price break if possible. Additionally LERN recommends trying to change only one digit of the price and making it end in a "5" or "9". For example if the price of an existing activity is $50, Staff could lower the fee to $49 to stay under the price break, end the price in a "9" and only change one digit. Alternatively, Staff could raise the price to $55 or$59 and meet the guidelines recommended by LERN. ry f