City Council

314 Mill Street PO BOX 195 TOWN OF OCCOQUAN Occoquan, VA 22125 (703) 491-1918 Circa 1734 ● Chartered 1804 ● Incorporated 1874 www.OccoquanVA.gov info@occoquanva.gov Occoquan Town Council Town Council Meeting May 18, 2021 | 7:00 p.m. 1. Call to Order 2. Consent Agenda a. May 4, 2021 Meeting Minutes 3. Public Hearing a. Public Hearing on Proposed Fiscal Year 2022 Budget 4. Discussion Items a. May Artisan Walk Preliminary Report 5. Closed Session 6. Adjournment Portions of this meeting may be held in closed session pursuant to the Virginia Freedom of Information Act. A copy of this agenda with supporting documents is available online at www.occoquanva.gov. Page 1 of 27  OCCOQUAN TOWN COUNCIL Meeting Minutes - DRAFT Town Hall – 314 Mill Street, Occoquan, VA 22125 Tuesday, May 4, 2021 7:00 p.m. Present: Mayor Earnie Porta; Councilmembers Krys Bienia, Cindy Fithian, Laurie Holloway, and Eliot Perkins Absent: Vice Mayor Jenn Loges Staff: Kirstyn Jovanovich, Town Manager/Interim Town Clerk; Adam Linn, Chief of Police; Julie Little, Events and Community Development Director; Manuel Casillas, Town Treasurer; Jason Forman, Police Lieutenant; Martin Crim, Town Attorney (remotely); Bruce Reese, Town Engineer (remotely), and Sara Fila, Zoning Administrator (remotely) 1. CALL TO ORDER Mayor Porta called the meeting to order at 7:00 p.m. 2. CITIZENS’ TIME No one spoke at Citizens Time. 3. SPECIAL PRESENTATION a. Proclamation – National Police Week Mayor Porta presented the Proclamation and recognized Town police officers. Councilmember Holloway moved approval of Proclamation. Councilmember Fithian seconded. Motion passed unanimously by voice vote. 4. CONSENT AGENDA a. April 6, 2021 Meeting Minutes b. Request to Approve Site Plan SP-2021-001, 109 Poplar Lane c. Request to Approve Site Plan SP-2021-003, 201 Commerce Street d. Request to Approve Site Plan SP-2021-004, 416 Mill Street Councilmember Perkins moved approval of the items on the Consent Agenda. Councilmember Holloway seconded. Motion passed unanimously by voice vote. 5. REGULAR BUSINESS Mayor porta asked for unanimous consent to move up on the agenda the request to appoint the Town Clerk. There being no objection the item was moved up on the agenda. a. Request to Appoint Town Clerk Councilmember Fithian moved to adopt resolution R-2021-05 to appoint Michele White as the Town Clerk for the Town of Occoquan effective May 5, 2021. Councilmember Holloway seconded. Motion passed unanimously by roll call vote. Councilmember Holloway thanked staff for their support during the Town Clerk vacancy. Page 2 of 27 Town Council Meeting Minutes - DRAFT May 4, 2021 6. MAYOR’S REPORT Mayor Porta reported that on: • April 9, he attended a meeting with Street Sense Consulting on the PWC Branding Initiative; • April 11, he met with Asher and Sebastian Cross for their “Build a Better World” Scouting requirement; • April 19, he attended the Occoquan River Safety Forum to discuss paddler and boater rules safety and education; • April 23, he emceed Trivia Night at River Mill Park; • April 24, the Mayor led the Kayak Launch Ramp dedication; • April 25, he attended the Occoquan Yacht Club Flag Raising at Belmont Bay; • April 28, he met with the applicant for the Mill at Occoquan project along with Town Manager Jovanovich and Councilmember Perkins. A public hearing should be coming in the not too distant future; and • May 1, he helped Councilmember Perkins and others in brush clearing behind the Mill House Museum. Mayor Porta noted that the Council will have future discussions and decisions on Marijuana retail facilities. In addition, he stated that the Town is considering installing fishing line disposal units and establishing designated fishing areas for anglers along riverfront with accompanying signage. Mayor Porta stated that he and the Town Manager were looking at consolidating meetings for the summer months and that staff will bring a revised meeting calendar for Council consideration. 7. COUNCILMEMBER REPORTS Councilmember Perkins reported that on (a) April 24, he attended the Kayak Launch Ramp dedication; (b) April 28, he met with the applicant for the Mill at Occoquan project; and (c) May 1, Councilmember Perkins participated in the brush clearing behind the Mill House Museum. Councilmember Perkins stated that he was working with the Town Manager to create a Volunteer Corps with an easy, user-friendly sign up process. Councilmember Fithian reported that on April 24, she attended the Kayak Launch Ramp dedication and gave “kudos” to staff for getting good coverage on the event. 8. BOARDS AND COMMISSIONS Councilmember Fithian reported that the Architectural Review Board meeting was held on April 27, and the Board approved elevation applications for 201 Commerce Street and 203 Union Street. Page 3 of 27 Page 2 of 4 Town Council Meeting Minutes - DRAFT May 4, 2021 Councilmember Perkins reported that the Planning Commission met on April 28, and reviewed and recommended approval of three site plans: SP-2021-001, 109 Poplar Lane; SP-2021-003, 201 Commerce Street; and SP-2021-004, 416 Mill Street. Councilmember Perkins noted that the Town Council received a summary document via e-mail prepared by Commissioner Somma regarding the Fairfax County Indoor Ski “Alpine X” facility. Mayor Porta noted that the Planning Commission is in the process of updating the Comprehensive Plan and encouraged all Councilmembers to read the Comprehensive Plan at least once before the June 15 Town Council Meeting. Councilmember Perkins added that some of the action items outlined in the Comprehensive Plan are completed, based on current conditions, and asked Councilmembers to think about what is appropriate to add now. 9. ADMINISTRATIVE REPORTS a. Administrative Report The meeting agenda included a written report from the Town Manager. Ms. Jovanovich added that (a) she is continuing to watch for the issuance of guidance on the American Rescue Plan Act (ARPA), which may be published by May 15 and will provide an update to Council as soon as guidance is released; (b) she is working with the contractor on completing the signage installation at the Kayak and Canoe Launch; and (3) she is working with staff to streamline and simplify the site plan process, which includes updates to the Town Code. Councilmember Holloway asked about clarifying the location of the 20-minute parking spot on Commerce Street. Ms. Jovanovich stated that she will look into the issue and take appropriate action. b. Treasurer’s Report Ms. Jovanovich provided a written Treasurer’s Report. There were no questions. c. Town Attorney’s Report The Town Attorney provided a written report. Mr. Crim added that the decision to conduct the sale of marijuana via retail businesses within the Town boundaries must be determined by referendum. The Mayor dismissed the Town Attorney, Town Engineer and the Zoning Administrator from the meeting. 10. WORK SESSION a. FY 2022 Budget Work Session The Town Manager provided a budget presentation covering the Capital Improvement Plan (CIP) Fund, reserves and an update to the proposed FY 2022 General Fund budget. The public hearing on the Budget will be May 18, 2021. The Public Hearing on the Page 4 of 27 Page 3 of 4 Town Council Meeting Minutes - DRAFT May 4, 2021 proposed tax rate will be held June 1, 2021, with adoption of the FY 2022 Budget to take place on June 15, 2021. b. Action FY 2022 Budget to be Advertised Councilmember Perkins moved to advertise the proposed Real Estate Tax rate at 12 cents per $100. Councilmember Holloway seconded. Motion passed unanimously by roll call vote. Councilmember Fithian moved to advertise the proposed Meals Tax rate at three (3) percent. Councilmember Perkins seconded. Motion passed unanimously by roll call vote. Councilmember Holloway moved to advertise the Transient Occupancy Tax to be increased from two (2) percent to seven (7) percent. Councilmember Fithian seconded. Motion passed unanimously by roll call vote. Councilmember Holloway moved to advertise the General Fund Budget in the amount of $1,070,940 and expenses of $1,070,940. Councilmember Perkins seconded. Motion passed unanimously by roll call vote. Councilmember Fithian moved to advertise the Events Fund Budget of revenues in the amount of $272,490 and expenses in the amount of $177,442. Councilmember Bienia seconded. Motion passed unanimously by roll call vote. Councilmember Holloway moved to advertise the Mamie Davis Fund Budget in the amount of $500 in revenue and expenses in the amount of $2,000. Councilmember Perkins seconded. Motion passed unanimously by roll call vote. Councilmember Fithian moved to advertise the CIP Fund Budget in the amount of $5,000 in revenue and expenses in the amount of $153,900. Councilmember Bienia seconded. Motion passed unanimously by roll call vote. The Mayor thanked everyone for their cooperation. The Mayor asked if there were any further questions for Mrs. Jovanovich. Councilmember Holloway asked about the lights being out under the 123 Bridge. The Town Manager responded that VDOT had been contacted and are scheduled to send out an electrician. The meeting was adjourned at 8:35 p.m. _____________________________ Michele L. White, Town Clerk Page 5 of 27 Page 4 of 4  TOWN OF OCCOQUAN TOWN COUNCIL MEETING Agenda Communication 3. Public Hearing Meeting Date: May 18, 2021 3 A: Public Hearing on Proposed Fiscal Year 2022 Budget Attachments: a. FY 2022 Proposed Budget – via Website b. Public Hearing Advertisement Submitted by: Kirstyn Jovanovich Town Manager Explanation and Summary: This is a public hearing on the Proposed Fiscal Year (FY) 2022 Budget. The Town Council held budget work sessions on January 19, March 30, and May 4, 2021. The Proposed Budget is posted on the Town’s website at www.occoquanva.gov/government/town-budget-and-capital-improvement-program and available in Town Hall, 314 Mill Street, Monday – Friday, 9 a.m. to 4 p.m. Budget Summary FY 2021 FY 2022 Increase/ Difference Adopted Proposed (Decrease) Revenues $969,831 $1,070,940 $101,109 10.4% General Fund Expenditures $969,831 $1,070,940 $101,109 10.4% Revenues $225,110 $272,490 $47,380 21.0% Events Fund Expenditures $156,552 $177,442 $20,890 13.3% Revenues $1,200 $500 ($700) (58.3%) Mamie Davis Fund Expenditures $0 $2,000 $2,000 100.0% Capital Revenues $19,411 $5,000 ($14,411) (74.2%) Improvement Fund Expenditures $165,896 $153,900 ($11,996) (7.2%) This public hearing is intended to provide the public with the opportunity to comment on the proposed budget. This public hearing was advertised in InsideNOVA on May 6, and 13, 2021. In addition to the public hearing on the proposed budget, there will be a public hearing on the proposed tax rates in support of the FY 2022 budget on June 1, 2021 at 7:00 p.m. The Town Council will adopt the budget and tax rates on Tuesday, June 15, 2021. Fiscal Year 2022 will begin on July 1, 2021 and end on June 30, 2022. Page 6 of 27 Town Manager’s Recommendation: Recommend closing the public hearing Cost and Financing: N/A Account Number: N/A Proposed/Suggested Motion: “I move to close the public hearing.” OR Other action Council deems appropriate. Page 7 of 27  TOWN OF OCCOQUAN PROPOSED Fiscal Year 2022 Budget and Capital Improvement Program Shopping, Dining, Art, and History Page 1 of 18 Page 8 of 27 Town of Occoquan FY 2022 Proposed Budget FY 2022 Proposed Budget FY 2022 Proposed Budget Page 2 of 18 Page 9 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget DIRECTORY OF OFFICIALS AND STAFF Directory of Officials Earnest W. Porta, Jr., Mayor Jenn Loges, Vice-Mayor Krys Bienia, Council Member Cindy Fithian, Council Member Laurie Holloway, Council Member Eliot Perkins, Council Member Directory of Staff Kirstyn Jovanovich, ICMA-CM Town Manager Adam Linn, Chief of Police/Town Sergeant Michele White, Town Clerk Manuel Casillas, Town Treasurer Bucky Brill, Maintenance Supervisor Julie Little, Events and Community Development Director Pam Holbert, Administrative Assistant Contracted Services/Appointments Martin Crim, Town Attorney Bruce Reese, Town Engineer Sara Fila, Zoning Administrator/Subdivision Agent FY 2022 Proposed Budget Page 3 of 18 Page 10 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget TOWN OF OCCOQUAN TOWN COUNCIL Earnest W. Porta, Jr., Mayor Circa 1734 ● Chartered 1804 ● Incorporated 1874 Jenn Loges, Vice Mayor 314 Mill Street ● PO Box 195 ● Occoquan, Virginia 22125 Krys Bienia (703) 491-1918 ● Fax (571) 398-5016 ● info@occoquanva.gov Cindy Fithian Laurie Holloway www.occoquanva.gov Eliot Perkins TOWN MANAGER Kirstyn Jovanovich, ICMA-CM May 6, 2021 Dear Mayor Porta and Members of the Occoquan Town Council: I am pleased to present the Fiscal Year (FY) 2022 Proposed Budget for the Town of Occoquan for the period beginning July 1, 2021 and ending June 30, 2022. This budget document includes the Town’s General Fund budget, Capital Improvement Program for Fiscal Years 2022-2026, Mamie Davis Fund budget and Event Fund budget. This budget was developed with emphasis on the Town Council’s seven priorities that are reviewed and set annually during the budget process: community development and programming, historic preservation and town appearance, parking management, public safety, stormwater management and economic and pandemic recovery. All Funds The total FY 2022 Proposed Budget encompassing all funds includes $1,348,930 in revenues and $1,404,282 in expenditures, resulting in an $55,352 deficit for all funds. This reflects an increase of 11 percent in revenues, and an 8.7 percent increase in expenditures over the FY 2021 Adopted Budget. A portion of the difference between the total fund revenues and expenditures is due to planned FY 2022 capital improvement projects in the amount of $153,900 exceeding the anticipated annual net revenue from the Events Fund of $95,048 for FY 2022. As in previous years, prior year reserves from the Craft Show fund will fund the anticipated deficit; however, the cancelation of the last three craft show events due to the COVID-19 pandemic have significantly impacted availability of the Town’s Event Fund reserves. Taxes – General Fund The Town’s General Fund (operating) is supported through taxes, service fees, licenses and other revenue from the County, State, and Federal government. The FY 2022 Proposed Budget is based on maintaining the Town’s Real Estate tax rate of $0.12 per $100 of assessed value. Properties were reassessed in 2020 and assessments are expected to increase on average by 4.2 percent over last year’s assessments. Based on 2019 real estate data and including the 4.2 percent estimated overall increase in FY 2022 Proposed Budget Page 4 of 18 Page 11 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget assessments, on average, maintaining the current real estate tax rate will result in an average annual tax increase of $22.18, or $1.85 per month, for properties valued between $200,000 and $399,999. For properties valued between $400,000 and $700,000, the increase in assessed values will result in an average annual tax increase of $32.05, or $2.67 per month, in taxes paid to the Town. Approximately 85 percent of the Town’s real estate stock is valued between $200,000 and $700,000. With the average increase in assessments and maintaining the current rate, Real Estate tax revenue is estimated to increase by $4,189 over the FY 2021 Adopted Budget. The FY 2022 proposed budget maintains the current meals tax rate of 3 percent. The Coronavirus pandemic hit many communities hard, especially the restaurant and tourism industries. For the most part, our restaurants and business community weathered the pandemic and shifted business practices to accommodate and survive within the new normal of limited capacities, limited to no contact, and online shopping and ordering. As a result, the FY 2022 proposed budget includes an estimated 9.3 percent increase in meals tax revenues over FY 2021 budget. This increase in revenues anticipates a recovery period as more people are vaccinated and restrictions are loosened and lifted as we move through FY 2022. The FY 2022 proposed budget includes an increase in the Transient Occupancy Tax rate from 2 percent to 7 percent. This results in an estimated $8,000 in additional revenue. This tax rate impacts businesses and individuals who operate hotels or short-term rentals such as airbnbs within the Town of Occoquan. Capital Improvement Program The Capital Improvement Program (CIP) is the Town’s five-year plan for capital projects that is reviewed and updated annually as part of the budget process. Projects planned for FY 2022 include installation of ADA crosswalks at Mill/Washington Streets and Mill/Ellicott Streets; repaving Center Lane; brick sidewalk and curb repair and rebuild; stormwater pipe repairs; Riverwalk maintenance; public safety equipment; and development and implementation of a Streetscape and Infrastructure Plan. Funding for the Capital Improvement Program is generated from Town-sponsored events, with significant revenue generated from the Fall Arts and Crafts Show and the spring Riverfest (formerly Spring Arts and Crafts Show) events. The Town Council has adopted a policy of designating net revenues from the Event Fund for capital projects that are generally long term, higher value projects than those incurred annually in the General Fund. This practice allows the Town to pay for higher cost projects, including infrastructure and building maintenance and equipment replacement, without incurring debt. Prior to the pandemic, the Town’s two FY 2022 Proposed Budget Page 5 of 18 Page 12 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget signature events generated approximately $100,000 annually in net revenue. The inability to hold our last three shows as we have traditionally done, has significantly impacted our Event Fund reserves. The proposed FY 2022 CIP and Events Fund assumes a return to normalcy and net revenues of $95,048 that can be used toward capital projects. Staffing and Employee Benefits The FY 2022 Proposed Budget includes the authorization of an additional full-time police officer position. The addition of this position will continue to support a ‘calls for service’ police department structure aimed at providing patrol coverage during times when calls for service have historically occurred. The Proposed Budget also includes funds for performance increases for town employees. These are merit increases based on annual performance appraisals to be conducted at the time of the employee’s anniversary date. The Proposed Budget continues to include funding for a health insurance option and participation in the Virginia Retirement System. No new employee benefits are proposed. Summary The FY 2022 Proposed Budget focuses on continuing to provide quality programs and services to the community. As your Town Manager, I am very optimistic about the Town’s financial position and our future, even as we continue to weather the effects and impacts of a global pandemic. In FY 2022, we turn our attention to economic recovery and resiliency and continue to work toward providing quality programs and services, while supporting our community. I am looking forward to continuing to work with staff, Council, and the community to build a vibrant and viable community, and come back stronger and more resilient. Respectfully Submitted, Kirstyn Jovanovich, ICMA-CM Town Manager FY 2022 Proposed Budget Page 6 of 18 Page 13 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget THE BUDGET IN BRIEF The Town’s financial management system is divided into several funds based on general operations and functions. Each fund has identified revenues and expenditures. The major funds appropriated by Town Council are as follows: 1. General Fund 2. Events Fund 3. Mamie Davis Fund 4. Capital Improvement Fund The FY 2022 Proposed Budget all funds totals $1,348,930 and $1,404,282 for revenues and expenditures, respectively. This represents an increase of $133,378 or 11.0 percent in revenues and an increase of $112,003 or 8.7 percent in expenditures from the FY 2021 Adopted Budget. Funds Summary – Revenues and Expenditures GENERAL FUND Change Adopted FY 2020 FY 2020 FY 2021 FY 2021 FY 2022 to Budget Categories Budget Actual Budget Projected Proposed $ % Revenues (Sources) $902,612 $1,031,324 $969,831 $1,141,724 $1,070,940 $101,109 10.4% Expenses (Uses) $902,612 $886,207 $969,831 $1,141,724 $1,070,940 $101,109 10.4% EVENTS FUND Change Adopted FY 2020 FY 2020 FY 2021 FY 2021 FY 2022 to Budget Categories Budget Actual Budget Projected Proposed $ % Revenues (Sources) $181,000 $225,110 $53,140 $272,490 $47,380 21.0% Expenses (Uses) $134,079 $156,552 $79,923 $177,442 $20,890 13.3% MAMIE DAVIS FUND Change Adopted FY 2020 FY 2020 FY 2021 FY 2021 FY 2022 to Budget Categories Budget Actual Budget Projected Proposed $ % Revenues (Sources) $600 $543 $1,200 $2,003 $500 -$700 -58.3% Expenses (Uses) $0 $0 $0 $0 $2,000 $0 0.0% CAPITAL IMPROVEMENT FUND Change Adopted FY 2020 FY 2020 FY 2021 FY 2021 FY 2022 to Budget Categories Budget Actual Budget Projected Proposed $ % Revenues (Sources) $281,115 $19,411 $275,714 $5,000 -$14,411 -74.2% Expenditures (Uses) $444,039 $165,896 $275,714 $153,900 -$11,996 -7.2% FY 2022 Proposed Budget Page 7 of 18 Page 14 of 27 Town of Occoquan, VA Town of Occoquan, VA FY 2022 Proposed Budget May 6, 2021 FY2020 FY2020 FY2021 FY2021 FY2022 % to % to $ to Account FY2022 Proposed Revenues - General Fund Budget Actual Budget Projected Proposed Projected Budget Budget Taxes 40010 Real Estate Tax 240,890 236,465 245,000 240,675 249,189 3.5% 1.7% 4,189 40020 Meals Tax 227,320 210,113 208,533 217,000 228,000 5.1% 9.3% 19,467 40030 Sales Tax 25,500 27,777 30,063 30,642 30,000 -2.1% -0.2% (63) 40040 Utility Tax 32,500 31,299 31,000 27,302 28,800 5.5% -7.1% (2,200) 40050 Communications Tax 41,310 38,316 38,000 35,509 35,000 -1.4% -7.9% (3,000) 40060 Transient Occupancy Tax 4,000 2,676 2,500 3,200 11,200 250.0% 348.0% 8,700 Fees 41010 Vehicle License Fee 11,500 10,814 10,000 10,595 12,000 13.3% 20.0% 2,000 41020 Business Licenses 70,060 68,965 51,100 62,000 68,800 11.0% 34.6% 17,700 41030 Late Fees 4,000 2,940 - 4,500 2,500 -44.4% 2,500 41040 Fines - Public Safety 162,360 226,745 196,000 258,091 297,580 15.3% 51.8% 101,580 41170 E-Summons - 7,854 - 7,000 7,000 0.0% - 7,000 41070 ATM Fees 3,000 2,880 - 480 - -100.0% - - 41100 Administrative Fees 3,000 4,211 - 4,500 5,000 11.1% - 5,000 41120 Service Revenue - Engineering 5,000 - 10,000 10,000 0.0% - 10,000 41130 Service Revenue - Legal - 4,146 - 20,000 10,000 -50.0% - 10,000 41140 Service Revenue - Other 360 450 10,000 1,000 1,000 0.0% -90.0% (9,000) 41000 Fees - Other 990 1,098 12,490 1,500 2,500 66.7% -80.0% (9,990) Grants 42010 Litter Grant 1,050 814 1,946 935 1,050 12.3% -46.0% (896) 42020 Public Safety (HB599) 22,793 23,684 23,684 23,684 23,686 0.0% 0.0% 2 42021 NHSTA (DMV) - 8,348 - 7,468 14,594 95.4% - 14,594 42040 PEG 280 269 - 300 - - - - 42080 Other Grants 2,000 94,380 - 97,622 - -100.0% - - Public Property Leases and Rentals 43010 Town Hall Rentals 500 800 1,000 - 500 - -50.0% (500) 43020 River Mill Park Rentals 2,000 888 3,500 - 2,000 - -42.9% (1,500) 43030 Mamie Davis Park Rentals 2,000 1,600 - - 2,000 - - 2,000 200 Mill Street Lease - - - - 7,500 - - 7,500 Other 44010 General Fund Interest 500 626 1,000 500 120 -76.0% -88.0% (880) 44060 Other Revenues 39,699 23,166 - 2,850 1,000 -64.9% - 1,000 Fund Transfers - - 104,015 74,371 19,921 - -80.8% (84,094) General Fund Totals $ 902,612 $ 1,031,324 $ 969,831 $ 1,141,724 $ 1,070,940 -6.2% 10.4% 101,109 Page 8 of 18 Page 15 of 27 Town of Occoquan, VA FY 2022 Proposed Budget May 6, 2021 FY2020 FY2020 FY2021 FY2021 FY2022 % to % to $ to Account FY2022 Proposed Expenditures - General Fund Budget Actual Budget Projected Proposed Projected Budget Budget 60000 Total Personnel Services 452,226 465,884 531,849 562,709 633,917 12.7% 19.2% 102,068 60400 Total Professional Services 139,250 129,263 163,400 204,205 156,770 -23.2% -4.1% (6,630) 60800 Total Information Technology Services 13,500 20,239 17,300 34,875 27,205 -22.0% 57.3% 9,905 61200 Total Materials and Supplies 15,414 22,714 14,634 44,650 20,008 -55.2% 36.7% 5,374 61600 Total Operational Services 11,050 15,319 8,550 7,285 7,500 3.0% -12.3% (1,050) 62000 Total Contracts 82,000 75,398 82,000 77,800 82,000 5.4% 0.0% - 62400 Total Insurance 20,120 24,534 20,120 27,126 28,000 3.2% 39.2% 7,880 62800 Total Public Information 3,300 2,001 3,300 3,072 2,500 -18.6% -24.2% (800) 63200 Total Advertising 9,000 2,331 9,000 3,000 2,000 -33.3% -77.8% (7,000) 63600 Total Training and Travel 12,800 8,899 13,237 8,315 16,450 97.8% 24.3% 3,213 64000 Total Vehicles and Equipment 21,000 37,775 21,000 35,250 23,530 -33.2% 12.0% 2,530 64400 Total Seasonal 4,500 5,788 5,000 1,259 3,000 138.3% -40.0% (2,000) 64800 Total Town Hall 14,910 10,245 10,600 7,750 10,690 37.9% 0.8% 90 65200 Total Mill House Museum 7,620 6,000 6,620 - 6,090 - -8.0% (530) 65600 Total 200 Mill Street 1,620 90 620 900 - -100.0% -100.0% (620) 66000 Total Police/PW Annex 4,240 6,977 1,740 4,128 5,910 43.2% 239.7% 4,170 66400 Total Mill Street Storage 1,051 85 250 100 250 150.0% 0.0% - 66800 Total River Mill Park and Facility 30,190 14,496 12,211 21,097 14,970 -29.0% 22.6% 2,759 67200 Total Mamie Davis Park and Riverwalk 7,650 9,391 3,750 3,668 2,650 -27.8% -29.3% (1,100) 67600/68000 Other Parks 421 715 - - - - - - 68400 Total Streets and Sidewalks 1,400 - 1,200 - 700 -41.7% (500) 68800 Total Historic District 16,450 16,588 11,500 12,050 14,100 17.0% 22.6% 2,600 69200 Special Events 16,000 11,477 15,050 8,282 - -100.0% -100.0% (15,050) Fund Transfer 16,900 - 16,900 74,203 12,700 - -24.9% (4,200) General Fund Totals 902,612 886,207 969,831 1,141,724 1,070,940 -6.2% 10.4% 101,109 Page 9 of 18 Page 16 of 27 Town of Occoquan, VA FY 2022 Proposed Budget May 6, 2021 FY2022 Proposed Revenues - Events FY2020 FY2020 FY2021 FY2021 FY2022 % to % to $ to Account Fund Budget Actual Budget Projected Proposed Projected Budget Budget Fall/Spring Shows 47020 Booth Rentals 130,825 - 154,960 25,000 170,600 582.4% 10.1% 15,640 47030 Shuttle Fare 45,175 - 46,000 - 53,000 15.2% 7,000 47010 Sponsorships - 130 - - 10,000 - - 10,000 47060 Merchandise Sales - - 2,250 1,000 1,000 0.0% -55.6% (1,250) 47081 Activity Revenue - - 10,500 16,600 1,500 - -85.7% (9,000) 47081 Alcohol Sales - - 5,100 - 3,600 - -29.4% (1,500) 47040 Vendor Parking 5,000 - 6,300 - 6,000 - -4.8% (300) Sub-Total 181,000 130 225,110 42,600 245,700 476.8% 9.1% 20,590 Community Events 69210 HolidayFest - - - 1,340 1,340 0.0% - 1,340 River Mill Park Events - 888 - 4,450 6,750 51.7% - 6,750 Spirit and Spirits 193 - - - - 69290 Other Events - - - - - - - - Sub-Total - 1,081 - 5,790 8,090 39.7% - 8,090 Other Revenues - - 40040 Brick Paver Program - 868 - 1,750 3,000 71.4% - 3,000 44020 Event Fund Interest - 3,874 - 3,000 3,000 0.0% - 3,000 Fund Transfers - - - - 12,700 - - 12,700 Other Revenues - - - - - - - - Sub-Total - 4,742 - 4,750 18,700 293.7% - 18,700 Event Fund Revenues Totals 181,000 $ 5,954 $ 225,110 $ 53,140 $ 272,490 412.8% 21.0% $ 47,380 FY2022 Proposed Expenditures - FY2020 FY2020 FY2021 FY2021 FY2022 % to % to $ to Account Events Fund Budget Actual Budget Projected Proposed Projected Budget Budget 60000 Total Personnel Services 55,275 50,472 60,506 50,777 62,892 23.9% 3.9% 2,386 60400 Total Professional Services - 4,123 10,000 10,000 10,000 0.0% 0.0% - 61200 Total Material and Supplies 11,421 2,759 6,423 15 5,150 34233.3% -19.8% (1,273) 62000 Total Contracts 29,383 22,479 69,375 4,248 66,700 1470.2% -3.9% (2,675) 63200 Total Advertising 21,000 12,444 10,248 6,000 19,000 216.7% 85.4% 8,752 66800 Total River Mill Park and Facility 1,000 258 - 600 1,000 66.7% - 1,000 69200 Total Special Events 16,000 11,477 - 8,282 12,700 53.3% - 12,700 Event Fund Expenditure Totals $ 134,079 $ 104,012 $ 156,552 $ 79,923 $ 177,442 122.0% 13.3% $ 20,890 Proposed Net Revenue $ 46,921 $ (98,059) $ 68,558 $ (26,783) $ 95,048 -454.9% 38.6% $ 26,490 Page 17 of 27 Town of Occoquan, VA FY 2022 Proposed Budget May 6, 2021 FY2022 Proposed Revenues - FY2020 FY2020 FY2021 FY2021 FY2022 % to % to $ to Account Mamie Davis Fund Budget Actual Budget Projected Proposed Projected Budget Budget 44030 Mamie Davis Fund Interest 600 543 600 503 500 -0.6% -16.7% (100.00) 43030 Rentals - - 600 1,500 - -100.0% -100.0% (600.00) Mamie Davis Fund Revenues Totals $ 600 $ 543 $ 1,200 $ 2,003 $ 500 -75.0% -58.3% $ (700) FY2022 Proposed Expenditures - FY2020 FY2020 FY2021 FY2021 FY2022 % to % to $ to Account Mamie Davis Fund Budget Actual Budget Projected Proposed Projected Budget Budget 7000 Capital Projects - - - - 2,000 - - 2,000 Mamie Davis Fund Expenditures Totals $ - $ - $ - $ - $ 2,000 - - $ 2,000 Page 11 of 18 Page 18 of 27 Town of Occoquan, VA FY 2022 Proposed Budget May 6, 2021 FY2022 Proposed Budget - Capital Improvement Program Activity FY22 FY23 FY24 FY25 FY26 Project Total Intersection Improvements Public Works 3,400 - 75,000 - - 78,400 Street Maintenance Public Works 83,000 30,000 - 95,000 - 208,000 Sidewalk Maintenance Public Works 12,000 5,000 50,000 20,000 20,000 107,000 Building Maintenance Public Works 5,000 6,200 10,000 28,000 - 49,200 Stormwater Maintenance Public Works 10,000 10,000 30,000 19,000 50,000 119,000 Gaslight Conversion Project Public Works - - - - - - Riverwalk Maintenance Project Public Works 10,000 5,000 - - - 15,000 Gaslight Banner Replacement Public Works 5,000 - - - - 5,000 Streetscape + Infrastructure Plan Implementation Public Works 10,000 10,000 10,000 10,000 10,000 50,000 Vehicles and Equipment Public Safety 5,000 32,800 16,000 16,000 16,000 85,800 In-Vehicle Laptops Public Safety 4,000 - - - - 4,000 Body Armor Public Safety 1,000 - 6,000 - 7,000 14,000 Timed Parking Management Equipment Public Safety 5,500 5,500 - - - 11,000 Police Radio Public Safety - - 15,000 15,000 - 30,000 Computer Upgrades Administration - - - - 12,000 12,000 Comprehensive Plan Update Administration - - - - 5,000 5,000 Totals $ 153,900 $ 104,500 $ 212,000 $ 203,000 $ 120,000 $ 793,400 Fund Source Summary CIP Funds 148,900 71,700 75,000 172,000 97,000 564,600 Grants 5,000 - 121,000 15,000 7,000 148,000 Other Revenue 32,800 16,000 16,000 16,000 80,800 Total $ 153,900 $ 104,500 $ 212,000 $ 203,000 $ 120,000 $ 793,400 Proposed Budget by Activity Administration - - - - 17,000 17,000 Public Safety 15,500 38,300 37,000 31,000 23,000 144,800 Public Works 138,400 66,200 175,000 172,000 80,000 631,600 Total $ 153,900 $ 104,500 $ 212,000 $ 203,000 $ 120,000 $ 793,400 Page 12 of 18 Page 19 of 27 Town of Occoquan FY 2022 Proposed Budget TOWN COUNCIL PRIORITIES Below are the priorities that were set by the Town Council in January and serve as the foundation for the annual budget development process. 1. COMMUNITY DEVELOPMENT AND PROGRAMMING • Develop community programming and events • Be clean, green, safe and stable • On-going coordination with Prince William/Fairfax Counties • Plan and promote Occoquan as a trail junction • Outreach to HOAs • Increase reputation and viability of annual events • Be a shopping, dining, entertainment hub for Prince William County, Southern Fairfax County and Northern Stafford County • Promote coordination with LRPA and with Lorton Work House Arts Center • Business support • Be an attractive center of employment for start-ups/small businesses (5-25) employees 2. HISTORIC PRESERVATION AND TOWN APPEARANCE • Maintain and preserve historic properties • Promote maintenance of public and private properties • Plan for expansion and maintenace of the Riverwalk • Improve the Town's gateways • Stewardship of Town's natural resources • Beautification/landscaping efforts to enhance Town aesthetics 3. PARKING MANAGEMENT • Manage parking and traffic issues in Historic District • Measure, analyze and refine timed parking program • Continue development and implementation of comprehensive parking plan including paid private lots, development of parking facilities, and timed parking • Continue to analyze thru-traffic management, including continuing discussions with local jurisdictions regarding the issue •Develop town-owned parking lots 4. PUBLIC SAFETY • Identify and address public safety concerns • Provide for the public safety of the persons and property of the residents, businesses and visitors to the town • Promote a professional and accountable police department • Promote safe roads and sidewalks in town 5. STORMWATER MANAGEMENT • Identify and support opportunities for stormwater management • Sediment Response policy •Explore funding options for stormwater maintenance program 6. ECONOMIC AND PANDEMIC RECOVERY •Identify economic development opportunities •Replenish reserves FY 2022 Proposed Budget Page 13 of 18 Page 20 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget TOWN AND COMMUNITY INFORMATION Historic Occoquan is an original 18th century mill town nestled on the banks of the Occoquan River. Designated for inclusion in the National Register of Historic Places in 1983, Occoquan is neither a precise restoration nor a museum, but a vibrant community that successfully combines over 300 years of history with the modern attractions of the future, an island of small town charm in a major metropolitan area. Occoquan is home to more than 1,000 residents and has a number of attributes that set it apart from other jurisdictions, including a prime location along the Occoquan River, a rich and well- documented 300-year history, and a compact and walkable downtown business district. In addition, it is located at the juncture of three major commuter routes, and is within and shares its border with the 12th and 2nd wealthiest counties1 in the United States (Prince William County and Fairfax County, respectively.) 1 2012 American Community Survey, Wealthiest US Counties by Median Household Income The Town of Occoquan boasts a unique business community that is home to over 100 small businesses including restaurants, boutiques, art galleries, home furnishings, antiques and other fine goods. In addition to hosting the award-winning Occoquan Arts and Crafts Show twice a year, which brings more than 10,000 people to the area to shop a wide variety of arts, crafts and handcrafted goods, the Town and its business community hosts other special events throughout the year including shopping events, outdoor concerts, kid friendly activities, and several holiday celebrations, including the annual Holiday Tree Lighting event and Town Blessing. The Town is governed under the Council-Manager form of government. The Town government engages in a wide range of municipal services including general government administration, public safety, public works, and parks, recreation and cultural. Judicial administration, education, fire, library, health and welfare services are provided by Prince William County. Our History Occoquan established its commercial and residential successes long before Virginia was a colony when Captain John Smith traveled the Occoquan River to establish trade routes between the Dogue Indians and English settlers. The rolling hills, strong water falls, and natural beauty of the area attracted entrepreneurs like John Ballandine. During the late eighteenth century, he established Occoquan as a full-service town with mills, forges, stores, tolling points and multiple residences. FY 2022 Proposed Budget Page 14 of 18 Page 21 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget The most famous of these residences is Rockledge Mansion, built circa 1760 with stone from Occoquan’s own quarry of Virginia blue stone. Supposedly designed by the famous William Buckland, the home still sits perched above the town as Ballandine requested. It was this residence that served as the town’s bakery, ice house and spring well. Ballandine also built one of the most internationally famous mills of the late 1700s. The structure, also designated the first automated mill in North America, now serves as the Occoquan Historical Society’s Mill House Museum. The success and beauty of eighteenth century Occoquan attracted more entrepreneurs. Its most successful gentleman, Nathaniel Ellicott, came to officially settle the area after establishing Ellicott City, Maryland. The Town was formally platted in 1804 and its original boundaries form the basis of the current Historic District. The 1800s proved quite prosperous for Occoquan – multiple residences and storefronts established an attractive stopping point for those journeying to the Nation’s Capital. Many of the buildings constructed during this era are still intact along Mill and Commerce Streets. This map indicates the location of older buildings in the central area of Town and their periods of construction. The map also shows the Town’s Historic District, as adopted in August 1999, which roughly mirrors the boundaries established in the 1804 charter. In 2014, the Town’s boundary was extended westward to include Fairfax Water’s one- acre parcel, which was converted into River Mill Park in 2016. In 1916, a major fire destroyed a number of commercial structures on Commerce, Union and Mill streets. Other fires over the years have destroyed significant buildings, including the flour mill in 1924 and Ebenezer Church in 1923. The Church was rebuilt the following year on the same site where it still stands. The progression of the twentieth century proved difficult for Occoquan, but the Town has persevered none the less. Heavy silting of the river and the water authority’s takeover of the river’s dam proved damaging for water transportation and recreation. Multiple fires and hurricanes raged through Town destroying many of its original buildings. The construction of Route 1 and I-95 deemed Occoquan temporarily obsolete. But Occoquan’s endurance, positivity and proactive mindset have resulted in the Town becoming popular and successful once again. FY 2022 Proposed Budget Page 15 of 18 Page 22 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget In 1984, Occoquan secured its status as an official Historic District listed on the National Register of Historic Landmarks. Inside the boundaries of the District sit a multitude of individually registered buildings and sites that still lend the Town a quaint appearance. In the early 2000’s, the Town took steps to better emphasize its rich historical heritage through the establishment of a walking tour and the placement of 14 commemorative markers throughout the Town. The markers are cast with a description on one side and an etched image of the site from historic photographs on the other. Historic Marker Today, Occoquan is home to more than 1,000 residents and has a unique mixed-use historic downtown business district that features a wide-range of small businesses including antiques, toys, home goods, art and boutiques, as well as a range of restaurants, sandwich shops, cafes and service businesses including finance, real estate, pet sitting and insurance. Mixed within these businesses are residential units and homes, including apartments, condominiums, single- family and multi-family dwellings. Many communities strive to bring mixed-use developments to their localities in order to create and promote an active and vibrant community and downtown area. In 1804, the Town of Occoquan was developed in this manner and the Town has successfully maintained this atmosphere more than 200 years later. Demographic Snapshot Category Town of Occoquan Prince William County Population 1,174 461,423 Median Age 38.4 35.2 High School Graduate or Higher 98.8% 88.5% Bachelor’s Degree or Higher 51.4% 41.1% Graduate or Professional Degree 17.3% 16.8% Housing 530 Units 148,874 Units Median Income $110,883 $118,142 Individuals Below Poverty Level 3.6% 6.6% Veterans 154 42,139 Race White 65.1% 61.4% African American 20.4% 23.7% Hispanic or Latino 9.4% 23.5% American Indian + Alaska Native 0.0% 1.1% Asian 20.6% 10.9% Native Hawaiian + Pacific Islander 0.0% 0.4% Other Race 4.2% 8.8% 2015-2019 American Community Survey 5-Year Data Profile FY 2022 Proposed Budget Page 16 of 18 Page 23 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget FY 2022 Proposed Budget Page 17 of 18 Page 24 of 27 Town of Occoquan, VA Town of Occoquan FY 2022 Proposed Budget By Car The Town of Occoquan is located at exit 160 on I-95 and houses the Discover Prince William and Manassas Visitors’ Center. In addition, the Town is accessible from Route 123 (Gordon Boulevard), Old Bridge Road, and Tanyard Hill Road. By Train The Town of Occoquan is located approximately ten minutes from the Amtrak Auto Train. The Auto Train transports individuals and their vehicles nonstop from the Washington DC area to just outside of Orlando, Florida. As a service, the Occoquan Transportation Company, a private shuttle company, provides a daily shuttle service from the Lorton Auto Train to the Town so that auto train passengers can come into Town to shop and dine before boarding the train to Florida. By Plane The Town of Occoquan is located approximately 35 minutes from Dulles International Airport, Ronald Reagan Washington National Airport and the Manassas Regional Airport. The airports are accessible via VA-28, I-95 and VA-234, respectively. By Trail The Town of Occoquan is also accessible via the Occoquan Water Trail, US Bike Route 1, East Coast Greenway, Fairfax Cross County Trail and the Potomac National Scenic Trail. Most of these trails run through Occoquan and are clearly marked along the trail. In addition, the town located along the Occoquan Water Trail. Maps are available on the Town’s website, at the Visitors Center and Mill House Museum. FY 2022 Proposed Budget Page 18 of 18 Page 25 of 27 Town of Occoquan, VA  TOWN OF OCCOQUAN Circa 1734 ● Chartered 1804 ● Incorporated 1874 314 Mill Street ● PO Box 195 ● Occoquan, Virginia 22125 (703) 491-1918 ● Fax (571) 398-5016 ● info@occoquanva.gov www.occoquanva.gov PROPOSED FY 2022 BUDGET – MAY 18, 2021 TAX RATES IN SUPPORT OF THE BUDGET – JUNE 1, 2021 PUBLIC HEARINGS TO SOLICIT COMMENT ON THE FOLLOWING: 1. Proposed FY 2022 Budget (see synopsis below.) A copy of the proposed budget is available at Town Hall from 9 a.m. to 4 p.m., Monday through Friday, and on the Town’s website at www.occoquanva.gov; and 2. Maintain the current real estate tax rate of $0.12 per $100 of the assessed value; and 3. Maintain the current meals tax rate of 3%; and 4. Proposed increase of the current transient occupancy tax rate of 2% to 7%. FY 2021 FY 2022 Budget Proposed OPERATING FUND Revenues $969,831 $1,070,940 Expenses $969,831 $1,070,940 CIP FUND Revenues $19,411 $5,000 Expenses $165,896 $153,900 MAMIE DAVIS FUND Revenues $1,200 $500 Expenses $0 $2,000 EVENTS FUND Revenues $225,100 $272,490 Expenses $156,552 $177,442 KIRSTYN JOVANOVICH, ICMA-CM Town Manager A public hearing on the proposed budget will be held on May 18, 2021 at 7:00 p.m. at Occoquan Town Hall, 314 Mill Street, Occoquan, VA 22125. The Town Council may set the real estate tax rate at .12 cents per hundred dollars value or at a lower rate, but Virginia law does not allow a higher rate than appears in this advertisement. The Town Council may set other tax rates (such as meals tax or transient occupancy tax) either higher or lower than the advertised rates. The required legal publication of this notice occurred on May 6, and an additional courtesy notice was published on May 13, 2021. Page 26 of 27  NOTICE OF PROPOSED REAL PROPERTY TAX INCREASE The Town of Occoquan proposes to increase property tax levies. 1. Assessment Increase: Total assessed value of real property, excluding additional assessments due to improvements to property, exceeds last year's total assessed value of real property by 4.2 percent. 2. Lowered Rate Necessary to Offset Increased Assessment: The tax rate which would levy the same amount of real estate tax as last year, when multiplied by the new total assessed value of real estate with the exclusions mentioned above, would be $0.1152 per $100 of assessed value. This rate will be known as the "lowered tax rate." 3. Effective Rate Increase: The Town of Occoquan proposes to adopt a tax rate of no more than $0.12 per $100 of assessed value. The difference between the lowered tax rate and the proposed rate would be $0.0048 per $100, or 4 percent. This difference will be known as the "effective tax rate increase." Individual property taxes may, however, increase at a percentage greater than or less than the above percentage. 4. Proposed Total Budget Increase: Based on the proposed real property tax rate and changes in other revenues, the total budget of the Town of Occoquan will increase from last year's budget by 10.4%. A public hearing on the proposed tax rate will be held on June 1, 2021 at 7:00 p.m. at Occoquan Town Hall, 314 Mill Street, Occoquan, VA 22125. Instruction to Publisher: Run This Notice Twice May 6, 2021 May 13, 2021 This notice shall be at least the size of one-eighth page of a standard size or a tabloid size newspaper, and the headline in the advertisement shall be in a type no smaller than 18-point. The notice shall not be placed in that portion, if any, of the newspaper reserved for legal notices and classified advertisements. Page 27 of 27