ANNUAL BUSINESS PLAN 2008/2009 · Annual Business Plan – 2008/2009 In addition, budget schedules...

ANNUAL BUSINESS PLAN

2008/2009

Adopted 22nd July 2008

CONTENTS

1 Introduction ….. ….. ….. ….. ….. ….. ….. 1 2 Future Direction ….. ….. ….. ….. ….. ….. ….. 2 3 Functional, Management & Organisational Structure ….. ….. 5 4 Influencing Factors ….. ….. ….. ….. ….. ….. ….. 8 5 Business Activities and Services ….. ….. ….. ….. 9 6 Focus and Project Priorities for the Year ….. ….. ….. 15 7 Budget 2008 / 2009 ….. ….. ….. ….. ….. ….. ….. 18 8 Financial Management ….. ….. ….. ….. ….. ….. 22 9 Funding the Business Plan….. ….. ….. ….. ….. ….. 26 10 Financial Position ….. ….. ….. ….. ….. ….. ….. 29 11 Valuation and Rating Analysis ….. ….. ….. ….. ….. 33 12 Performance Measures ….. ….. ….. ….. ….. ….. 42 13 Budget Review Process ….. ….. ….. ….. ….. ….. 44 14 Community Consultation ….. ….. ….. ….. ….. ….. 44 15 Summary ….. ….. ….. ….. ….. ….. ….. ….. 45 Appendix 1 - Functional Structure Appendix 2 - Organisational Structure Appendix 3 - Project Priorities Appendix 4 - Income Statement, Balance Sheet, Statement of Equity and Statement of Cashflows Appendix 5 - Budget Schedules Appendix 6 - Loan Schedule

Annual Business Plan – 2008/2009

1: INTRODUCTION The Annual Business Plan 2008 / 2009 has been prepared in accordance with the provisions of Section 123 of the Local Government Act 1999 and the requirements as established under the Local Government (Financial Management) Regulations 1999. The budget has been formulated in a financial environment that is not supportive of an expansion of services or the funding of major new projects. The council is mindful to frame a budget that maintains services, supports the local community and is affordable for the residents. The overall increase in rates is 3.99% but once again fluctuations in valuation will result in some decreases in rates payable and increases over the average amount. To ensure that no one ratepayer is penalised too highly Council will cap rate increases to a maximum of 12% and introduce a rebate for pensioners, Centrelink cardholders and some self funded retirees upon application. The Annual Business Plan provides details as to the operations of the Council for the 2008 / 2009 year that include:

The Council’s future direction in accordance with the Strategic Plan Functional, Management and Organisational Structures that are in place for the

management and governance of the Council. Influencing factors that are effecting Council’s decisions in relation to the preparation of

the Annual Business Plan and Budget. Details as to the business activities and services undertaken and provided by Council

and how they are prioritized to assist with the setting of budget provisions and integration with Council’s Corporate Objectives.

Summary details relating to the budget that are integrated with the detailed budget schedules.

Council’s financial management practices that relate to management of funds, reserves and loans.

Details regarding how the Business Plan is funded through revenue sources, loan borrowings and use of reserve funds.

Council’s financial position as per the Budget and integration with the financial indicators and analysis as to the valuations of properties, the rating structure and the impact of the rates to be raised.

A system of performance measure that will enable Council to report against key performance indicators that are both financial and non-financial based. In addition the performance is also measured by scorecards that integrate with the implementation of Council’s Corporate Objectives under the Strategic Plan.

The process by which Council will review its budget during the year. The approach by which Council will consult with the community during the preparation

of the Draft Annual Business Plan. Attached are details as to the major projects that will be undertaken during the year that integrate with the focus of the Strategic Plan and Annual Business Plan, along with the Income Statement, Balance Sheet, Statement of Equity and Statement of Cashflows prepared as part of the budgeting and financial reporting requirements.

Berri Barmera Council 5


In addition, budget schedules are provided with details of proposed income and expenditure for the 2008/2009 financial year as well as proposed income and expenditure for 2009/2010 and 2010/2011. Council are working towards the preparation of a long term financial plan and infrastructure asset management plan to be in place by November 2008. The annual projects and capital works proposed for the next three financial years, which are shown in the budget schedules, will form the basis for these plans along with the data outcomes of the infrastructure asset management plan. In closing, the Annual Business Plan has been established on the focus of planning for the future and legislative compliance, while ensuring that governance, management systems and policies are developed and implemented. This planning process will ensure that the Council will met financial sustainability requirements in the future while being able to manage its assets and other infrastructure while providing effective and efficient services for the benefit of the community.



2: FUTURE DIRECTION The Council has adopted a Strategic Plan 2006 - 2016 that establishes a framework for the future direction of the Council, which includes a Strategic Planning Framework, a Vision, Mission, Key Corporate Objectives and Scorecards / Measures. The Strategic Plan integrates with all reporting of Council, policies and the development of management plans to ensure that the future direction is continually being developed and implemented. The Strategic Plan also establishes the governance and management framework for the Council, its functional and organisational structures, key linkages with the State Strategic Plan and Infrastructure Plan and the identification of key stakeholders. The Strategic Plan and its framework is the basis for the preparation of the Annual Business Plan which has a focus of further developing Council’s future direction and management planning framework that sits beneath the Strategic Plan. These plans will continue to provide Council and the community with a key focus and direction to ensure that the vision, mission and corporate objectives of the Council are effectively implemented. In summary, the corporate objectives established under the Strategic Plan are separated in key scorecard / measure areas that are Social and Community, Environment and Heritage, Economic Development, Governance and Finance, Infrastructure, Learning and Growth, Customer Satisfaction and Internal Processes. These scorecards assist Council and establish a framework to continue to satisfy the quadruple bottom line of social, environment, economic and governance. 2.1 OUR VISION Building a better community The Vision of the council is underpinned by the basic principle that everything the council does affects the quality of life of the community and therefore everything that is done in the future must enhance the quality of life, thus “Building a Better Community”. 2.2 OUR MISSION Enhance the quality of life, the natural character and economic potential of our district through sustainable management, service delivery and development opportunities. The mission underpins the vision and also addresses the quadruple bottom line as follows: Social:- quality of life Environment:- natural character Economic:- economic potential and sustainable development opportunities, which also

leads into our planning framework Governance:- sustainable management and service delivery The quadruple bottom line as stated underpins the philosophy of Council’s Strategic Direction.



2.3 CORPORATE OBJECTIVES

Social And Community: SC1 Encourage community participation and active inclusion in council decisions and activities SC2 Enhance lifestyle, quality of life and social development SC3 Ensure effective management of community facilities to meet community needs that includes rationalisation, accessibility and fit for purpose

Environment And Heritage: EH1 Encourage the efficient and effective management and use of energy, water and other natural resources in the community and council operations through district wide strategies and council policies EH2 Implement strategies and establish facilities and services that ensure effective waste management, recycling and minimisation practices that align with Regional and State Strategies and principles

EH3 Ensure development principles are established and implemented to enhance the preservation of our environment and heritage to achieve ecologically sustainable development

EH4 Implement strategies and practices for the reuse of waste including water, green waste and other reusable waste streams

Economic Development: ED1 Encourage, facilitate and secure private and public funding and investment in the establishment of infrastructure to support development opportunities

ED2 Encourage and facilitate economic and sustainable development by promoting opportunities and securing alliances or partnerships with the private and public sector and Regional Development Corporation ED3 To be involved and assist with the promotion and development of tourism activities within the district and region, via the Visitor Information Centre and sponsorship of major events and icons, and which involves integration with local businesses and tourism operators

Governance And Financial: GF1 Ensure transparent, accountable, compliant and sustainable governance through open measurement and performance reporting against established criteria GF2 Ensure long term financial management through the development of key management goals, principles, measures, ratios and performance indicators that integrate with long term asset management planning, community service obligations, service delivery and core business activities GF3 Implement training and development programs for Elected Members, Executive and Management employees to ensure best practice governance and financial principles are implemented and adhered to GF4 Ensure the continued development and implementation of OHS&W policies, programs, actions and training to provide for a safe working environment



GF5 Ensure the continued development and implementation of Risk Management Plans, programs and actions to mitigate against risks in the community

Infrastructure: IN1 Establish and implement long term infrastructure maintenance, replacement, rehabilitation and development principles, priority criteria and programs to meet community needs and expansion IN2 Develop strategies that integrate with economic development objectives that assist with supporting the development of new and existing opportunities IN3 Explore and secure funding opportunities that assist with the development and replacement of infrastructure and implementation of developed programs and forward plans IN4 Ensure that infrastructure programs and forward plans integrate with and adhere to developed Financial Management principles

Learning And Growth: LG1 Maintain and enhance a positive culture that is based on the “Employer of First Choice” principle that contributes to achieving organisational growth LG2 Maintain and enhance employees’ skills, knowledge, personal development and work satisfaction LG3 Maintain and enhanced information management and flow, while encouraging innovation

Customer Satisfaction: CS1 Maintain and enhance presence, open communication, civic leadership, advocacy and involve stakeholders to achieve sound public relations CS2 Ensure efficient and effective service delivery and customer service to meet community needs that integrates with the community service obligations

Internal Processes: IP1 Develop and implement community service obligations and service standards for council services to ensure effective, efficient and sustainable delivery methods

IP2 Develop and implement a services review program to ensure that up to date technology and procedures are utilised, and that integrates with employee training and development programs

IP3 Improve productivity, processes and increase infrastructure and resource capacity



3: FUNCTIONAL, MANAGEMENT & ORGANISATIONAL STRUCTURE 3.1 GOVERNANCE AND MANAGEMENT: The governance and management structure is established under the Strategic Plan and has been recently amended with the inclusion of the Audit Committee required to be established under the Local Government Act 1999. The governance and management structure provides a basis for Council’s decision making, development of strategic plans and policies, development, implementation and review of Council’s Annual Business Plan and Budget, and the monitoring of other projects of a specific nature or projects under a function or department of the Council. The structure below illustrates the linkage between Council’s Committees and the Council body itself to illustrate how decisions are made, reviewed and implemented within the organisation. The Committees established by Council included a combination of elected members, Council management staff and community members where the committee is a Specific Purpose Committee.

Executive Services Committee

Corporate & Community

Services Committee

Infrastructure Services

Committee

Environmental Services

Committee

Audit Committee

Specific Purpose Committees

COUNCIL



The Council is established with a Mayor and 10 Elected Members that are elected on an area-wide basis, thus the Council does not have specific wards within its area. The elected members are represented on the Standing Committees of Council to enable elected members to take on the role of chairing a committee and specific portfolio responsibilities of their interest in representing the community. This process has seen a balance of elected members spread across the standing committees and also the specific purpose committees. The following provides details as to the committees of Council, which will be maintained during the 2008 / 2009 year. Standing Committees of Council:

Executive Services Committee Corporate and Community Services Committee Environmental Services Committee Infrastructure Services Committee Audit Committee

Specific Purposes Committees:

Berri Riverfront Redevelopment Advisory Committee Lake Bonney Redevelopment Committee Cemetery Advisory Committee

3.2 FUNCTIONAL STRUCTURE: The functional structure of the Council divides the organisation into key functional or department areas that integrate with the governance and management framework of the Council and also the management and organisational structure. The functional or department areas of the Council are as follows:

Executive Services Corporate and Community Services Infrastructure Services Environmental Services

The functional structure attached at Appendix 1 to the Annual Business Plan illustrates in more detail the key responsibilities under each of the functional / department areas. The functional structure has been established to assist with ensuring that managers within the organisation have clear direction as to their responsibilities, which are then integrated into their specific management roles. This also provides a basis for an understanding of the role and responsibilities of the Standing Committees of Council. Attached at Appendix 1 is the Functional Structure of the Council.



3.3 MANAGEMENT AND ORGANISATIONAL STRUCTURE: The management and organisational structure of the Council also integrates with the governance and management structure and the functional structure to ensure that all areas of responsibilities within the functions and department of the Council are adequately satisfied. This approach ensures that there is adequate control and accountability of areas of responsibility within the organisation, with clear established lines of communicating and reporting for all staff to the Chief Executive Officer, Council and Council Committees. The structure below illustrates the management structure of the Council and demonstrates the reporting of key management staff along with the lines of responsibility for day to day management particularly of the Deputy Chief Executive Officer in relation to the respective Managers. The structure also reinforces the executive area of the Council to include Financial Management, Human Resources and Risk Management.

Executive Assistant

Chief Finance Officer

Human Resources / Risk Manager

Deputy Chief Executive Officer

Community Development

Officer

Manager Infrastructure

Services

Manager Environmental

Services

Library / Customer Service

Centre Manager

Visitor Information

Centre Manager

CHIEF EXECUTIVE OFFICER

A more detailed organisational structure is attached at Appendix 2.



4: INFLUENCING FACTORS There are a number of influencing factors that have effected the way in which the Annual Business Plan has been structured and the determination of funding the Annual Business Plan and Budget particularly with the impact of rate revenue. The major influencing factors are listed below:

Legislation changes including the need to develop long term financial management and asset management plans, which integrate with Council’s strategic and future direction to provide a sound basis for long term financial management and on-going financial sustainability of the Council.

General legislative compliance under the Local Government Act and other Acts

primarily relating to the management of Council and Community land.

Current economic impact of the drought and low prices for wine grapes and citrus as identified in the Socio Economic Impact report commissioned by the State Government and Stakeholders.

Current drought situation and water allocation restrictions, primarily for the irrigation

and horticulture sector, which has had an impact on the Annual Business Plan and Budget development particularly in assessing the impact of rating on the Community. The current situation with the sale of horticulture allotments and irrigation licences has affected valuations within the primary production (irrigation and horticultural) properties, which has had an impact on the assessment of rating within the area.

The need to plan for future development within the townships of Berri and Barmera

including town centre redevelopment and expansion, residential development and industrial / commercial development particularly through the provision and need for key infrastructure to support such development and growth.

The on-going development of Council’s strategic planning framework, future

management plans, customer service obligations and development of key policies.

The ongoing management of Council’s infrastructure, particularly buildings and stormwater drains, and the planning for redevelopment and adequacy of key infrastructure within the district.

The on-going need to manage existing infrastructure by redevelopment and

maintenance, along with the provision of existing services to meet community needs.

On-going demand on Council for the redevelopment of community facilities and supporting of key community events and organisations.



5: BUSINESS ACTIVITIES AND SERVICES In accordance with the Strategic Management Planning framework, Council has identified and categorized its’ key business activities and services. These activities have been categorized in identified areas, with services being provided that link and satisfy Council’s corporate objectives. The Council has adopted a Business Activities Management Plan which further details the categorization of Council’s business activities and linkages to Council’s strategic plan. 5.1 DEFINITION AND CATEGORY OF BUSINESS ACTIVITIES In defining and categorizing the business activities of the Council, the Council has adopted a philosophy of a “business like approach”. The “business like approach” is defined as follows: To be efficient, effective and sustainable in our approach to all responsibilities, services and activities, while continuing to measure, question, review and develop methodologies and partnerships to ensure our approach utilises best practice methods and up to date technologies and equipment. Further to the definition, the following are the specific categories for determining Council’s business activities, and to what level of importance or priority is allocated to each category. Therefore, the business activities that are to be maintained as part of councils future strategic direction have been defined and are divided into the following areas:

• Essential Business Activities: - being those activities required to be maintained to ensure that the council operates effectively and satisfies corporate governance responsibilities

• Traditional Activities: - being those activities that council has traditionally been involved with and responsible for in the past.

• Mandatory Activities: - being those activities that councils are required by legislation to undertake or be responsible for.

• Elective Activities: - being those activities that council chooses to undertake or be involved in. These activities are also graded into a priority of high, medium and low.

The Business Activities Management Plan provides a summary and detailed schedule as the category of each of the activities that will assist Council in establishing priorities for its service provision, annual business plans and annual budgets. 5.2 BUSINESS ACTIVITIES BY FUNCTION: The following tables illustrate the categorization of key business activities as they relate to Council’s functional and department areas that further integrate with Council’s over-all functional and organisational structure.



Executive Services

Essential Traditional Mandatory Elective • Financial Management • Human Resources • Payroll • Governance • Elected Members

Training and other Expenditure

• Plant and Equipment

• Elected Members Allowances

• Elections

• Subscriptions – LGS, MMLGA and other Associations

• Special and Civic Events, Functions

• Economic Development – RDC, other activities

Corporate and Community Services

Essential Traditional Mandatory Elective Corporate Services • Information Technology • Communication • Rates / Admin. • Records • Building Occupancy • Customer Services • Other Support Services • Insurances • Office Equip.

Maintenance • Traveling Exp. • Vehicle Exp. • Pool Cars • Fringe Benefits

• Fidelity Insurance /

Workers Comp.

• Australia Post / Bill Express • Subscriptions / Consultants

Fees • Bank Fees • Legal Charges • Uniform Rebates /

Purchases • General Insurance • Income Protection

Community Services • Other Housing &

Community Amenities

• Barmera Library • Berri Library

• Cemeteries • Workers

Compensation

• Other Health Services

(Community Bus) • Senior Citizens • Other Social Security &

Welfare • Youth Services • Community Grants • Halls / Bruce Oval • Sport & Recreation • Swimming Centre • Other Cultural Services • Barmera Recreation Centre • Transport Scheme • Other Property & Services • Tourism - VIC • Wine & Food Festival • Tourism - Other • Barmera Youth Camp



Environmental Services

Essential Traditional Mandatory Elective • General Public Services

(General Inspector) • Health Administration

• Dog Control • Fire Protection • Health Inspection • Effluent Drainage • Town Planning • Building Act • Natural Resources

Management

• Health Services • Noxious Weeds • Council Properties • Other Environment

Protection • Parking On Street

Inspectorial Services

Essential Traditional Mandatory Elective • Other Purposes (Private

Works / Insurance Claims)

• Cemeteries • Public

Conveniences • Waste Management • Street Cleaning • Public Lighting • Foreshore

Protection • Parks & Gardens • Sport & Recreation • Quarries • Road Maintenance • Stormwater

Drainage • Parking Off Street • Plant Operations • Depot & Overhead • Vandalism

• Waste Management (Parks / Reserves)

• Public Lighting (PLEC)

5.3 SERVICES: The defining of council’s community service obligation is linked to the definition of councils “business like approach” and ensures that all of council’s services are continuously reviewed to ensure efficiency and effectiveness while continuing to meet community need. Council’s community service obligation is defined as follows: Community Service Obligations (CSO’s) are those services provided by council at a subsidised cost by legislative requirement or agreement in order to meet social, equity, governance or environmental goals associated with the council’s delivery of services The services delivered to the community in each of the Department areas are as follows, which integrate with Councils Business Activities categories, with the table further illustrating integration with Councils Corporate Objectives.



Executive Services:

Services Corporate Objective Financial Management GF1, GF2, IN4, IP3 Human Resources/Payroll LG1, LG2, LG3, IP3 OH&S and Risk Management GF4, GF5, LG2, LG3, IP3 Governance / Administration /Organisational Development All Corporate Objectives Elected Members All Corporate Objectives Economic Development ED1, ED2, ED3, SC2, IN2, EH3 Corporate And Community Services - Corporate:

Services Corporate Objective Information Technology IP1, IP3, LG3, CS1, CS2 Communication CS1, CS2, SC1, GF1, LG3 Rates / Administration GF1, IP3 Records Management GF1, CS2, IP3 Occupancy (Council Office Buildings) SC3, IP3 Customer Services / Other Support Services CS1, CS2, SC1, SC2, IP3 Corporate And Community Services - Community:

Services Corporate Objective Community / Social Security & Welfare Services SC2, SC1 Senior Citizens SC2, SC3 Youth Services SC4, SC1, SC2 Cemeteries Management SC3, CS2 Other Housing and Community Amenities SC3, SC1, SC2 Halls / Community Buildings SC3 Libraries - Berri and Barmera SC2, SC2 Sport and Recreation - Administration SC3, SC2, IP3 Swimming Centre SC3, SC2 Barmera Recreation Centre SC3, SC2 Community Events / Organizations Contributions SC2 Transport Scheme SC2 Other Property and Services SC3, SC2 Tourism - Visitor Information Centre ED3, SC2 Tourism – Events / Festivals / Other ED3, SC2



Environmental Services:

Services Corporate Objective Dog Management / Control SC2 Fire Protection SC2 General Inspector Services SC2 Health and Immunization Services SC2 Health Inspection SC2, CS2, EH3 Noxious Insects SC2, EH3 Effluent Drainage / Waste Water Management EH2, EH3, EH4, SC2 Town Planning EH1, EH2, EH3, EH4, SC2, CS2 Building Act EH1, EH4, SC2, CS2 Parking On Street - Inspector SC2 Natural Resources Management EH3, SC2 Infrastructure Services:

Services Corporate Objective Cemeteries Maintenance SC3, SC2 Public Conveniences SC3, SC2 Waste Management EH2, EH4, SC2, CS2 Street Cleaning SC2, CS2 Public Lighting SC2 Foreshore Protection SC3, SC2, CS2 Parks and Gardens SC3, SC2, CS2 Sport and Recreation SC3, SC2, CS2 Road Maintenance IN4, SC3, SC2, CS2 Stormwater Drainage IN4, SC3, SC2, CS2 Parking Off Street SC3, SC2, CS2 Vandalism SC3, SC2



6: FOCUS AND PROJECT PRIORITIES FOR THE YEAR 6.1 FOCUS FOR THE YEAR: The year is focused on the following:

• Legislative compliance, particularly requirements under the Local Government Act • Continued development of Long Term Financial Management Plans and Integrated

Asset Management Plans • Continued development of Councils Strategic and Future Management Plans to

provide a sound vision for the continual development and growth of the area • Policy review and development • Review of services and development of service standards that integrate with Councils

Community Service Obligations • Projects that are focused on planning future development, infrastructure works and

management of Council and community assets. • Planning for the future development and rationalization of key sporting and community

facilities 6.2 PROJECT PRIORITIES FOR THE YEAR: The following list are the Project priorities for the year separated into Capital Projects and Operational Projects and recorded under each relevant department area. There are projects listed below that are carried over from previous years. These specific projects and Budget amounts are lists separately at 6.2.4 - Projects Carried Forward from 2007/2008 for information. Further details of the Projects are enclosed at Appendix 3.

6.2.1 Major Projects

Executive Services Budget Long Term Financial Management Plan & Infrastructure Asset Management Plan

$92,500

Future Direction Planning – Town Centre Renewal Project $170,000 Land Purchases – Sporting Grounds $410,000 Corporate and Community Services Major Buildings Upgrade $500,000 Environmental Services Wastewater Re Use Project $2,043,341 Dog Pound Construction $60,000 Berri West CWMS Extension $500,000 Infrastructure Services Jarvis Street Open Space Development $60,000 Vaughan Terrace Toilets Upgrade $180,000 Waste Transfer Station $300,000 Lake Bonney Foreshore Development $200,000 Berri Riverfront Pontoons Upgrade $50,000 McKay Road Realignment $810,000 Gopher Routes/Footpaths Berri, Barmera and Loveday $192,800



6.2.2 Capital Projects

Corporate Services Budget Information Technology $40,000 IT Infrastructure Upgrade $45,000 Community Services Libraries Furniture & Fittings, Plant & Equipment $46,651 District Entrance Signage $25,000 Infrastructure Services Cemetery Upgrade Works – Furniture & Vaults $8,000 Berri Marina Upgrade $10,000 Martin Bend BBQ Shelters $10,000 Glassey Park BBQ Shelters $15,000 Road Reseals Town and District $200,000 McBride Street Construction $60,000 Unsealed Road Resheeting/Rerubbling $150,000 Service Road – Riverland Bricks $70,000 Hoskin Road Traffic Management $148,000 Mills Road Sealing $94,000 Kerbing & Verge Sealing Berri & Barmera $53,200 Plant Purchases (net) $233,600

6.2.3 Operating Projects

Corporate Services Information Technology $81,500 Records Management $10,000 Community Services Berri Indoor Recreation & Community Centre Study $40,000 Wall Mural $15,000 Berri Centenary Celebrations $21,000 Environmental Services Berri Riverfront Concept Plan $20,000 Section 30 Development Plan Review $30,000 Waste Water Re-use Scheme Trial $20,000 Berri East Progress $10,000 Berri West Progress $10,000 Lake Bonney Management Plan (Land & Water) $15,000 Removal Asbestos Council Buildings $15,000 Infrastructure Services Cemetery Memoral Crosses & Cemetery Extension $12,600 2 Lane Boatramp Design – Lake Bonney $20,000 School Safe Routes $20,000 Denny Street Carpark $35,000 Regional Waste Management Studies $25,000 Drought Recovery Parks & Gardens $20,000 Stormwater Drainage Study $100,000 Relocation Bitumen Tank & other plant modifications $50,000



6.2.3 Projects Carried Forward from 2007/2008

The following listed projects are included within the Annual Business Plan, which have been carried forward from previous years, with the corresponding allocation carried over. These projects are included in the budget estimates, with some being funded from the Works in Progress reserve. Capital

Corporate and Community Services Budget Computer Room Upgrade $ 30,000 District Entrance Signage $ 25,000 Major Buildings & Structures Upgrade $500,000 Infrastructure Services Budget Cemetery Furniture/Vaults $ 8,000 Martin Bend BBQ Shelters $ 10,000 Glassey Park BBQ Shelters $ 15,000

Operating

Executive Services Budget Long Term Financial Plan & Infrastructure Asset Plan $92,500 Barmera Sporting/Community Facilities Planning $10,000 Corporate & Community Services Budget Records Management $10,000 Communications Investigations $5,000 Berri Indoor Recreation/Community Centre Study $40,000 Environmental Services Budget Berri Riverfront Concept Plan $20,000 Removal Asbestos Council Buildings $15,000 Infrastructure Services Budget Cemeteries – Memorial Crosses & Cemetery Extension $12,600 Vaughan Terrace Toilets Upgrade $180,000 Regional Waste Management Study $25,000 2 Lane Boatramp Design – Lake Bonney $12,000 Stormwater Drainage Study $100,000 Denny Street Carpark $35,000 McKay Road Realignment $810,000 McBride Street Construction $60,000 Trailer & Other Plant Modifications $10,000 Relocate Bitumen Tank $40,000



7: BUDGET 2008/2009 7.1 BUDGET OVERVIEW:

7.1.1 Budgeted Income Statement

The Budgeted Operating Statement for the 2008/2009 Year displays Operating Revenues of $11,698,641 Operating Expenditure of $13,764,014 and Capital Revenues of $1,103,386. The result of the operations for the Year before capital revenues is an Operating Deficit of $2,065,373. After capital revenues an Operating Deficit of $961,987 which has a decreasing affect on Councils Equity position at 30 June 2009.

7.1.2 Budgeted Balance Sheet

The Budgeted Balance Sheet displays Net assets at 30 June 2009 of $56,546,299. The Financial Position incorporates Current Assets of $3,552,483 Non Current Assets of $58,593,657 Current Liabilities of $1,144,077 and Non Current Liabilities of $4,455,764.

7.1.3 Budgeted Statement of Equity

The Budgeted Statement of Equity displays Total Equity at 30 June 2009 of $56,546,299. The Equity consists of an Accumulated Surplus of $23,993,730, Asset Revaluation of $30,932,408 and Reserve Funds of $1,620,161.

7.1.4 Budgeted Statement of Cashflows

The Budgeted Statement of Cashflows displays a net increase in the cash held of $595,465 and Total Cash at 30 June 2009 of $2,282,008 being a result of the cash position carried forward. The cash position is calculated taking into account Net Cash used in Operating Activities of $511,420, Net Cash used in Financing Activities of $5,610,456 and Net Cash used in Investment Activities of $(5,526,411).

Further details of Councils Financial Position and assessment against key Financial Indicators is reported in Section 10 – Financial Position.

The Income Statement, Balance Sheet, Statement of Equity and Statement of Cashflows are attached at Appendix 4.



7.2 BUDGET SUMMARY: The following table provides a summarized version of the Budget for the 2008/2009 year by function and major category. The summary includes all Revenue and Expenditure for Operating, Capital and Loan repayments. Detailed schedules of the Budget are attached at Appendix 5.

FUNCTION OPERATING EXPEND.

OPERATING REVENUE

OPERATING PROJECT EXPEND.

OPERATING PROJECT INCOME

CAPITAL PROJECT EXPEND.

CAPITAL PROJECT INCOME

EXECUTIVE SERVICES Financial Services $185,215 $92,500 $70,000 Human Resources $83,415 OH&S & Risk Management

$51,400

Payroll $32,450 Governance $398,094 $8,000 Elected Members $149,409 Economic Development $25,000 $200,000 $10,000 $285,000

$420,000 $285,000 $500,000 $410,000 $200,000

Local Government Grants Commission

$1,693,009

Other General Purpose Revenue

$156,944

CORPORATE SERVICES

Information Technology $191,208 $81,500 $15,500 $40,000 Communication $17,510 $5,000 $5,000 Rates Administration $118,686 Records Management $69,959 $10,000 $10,000 Occupancy $101,352 $1,500 $45,000 $30,000 Customer Services $216,009 Other Support Services $473,312 $15,000 $10,000 General Rates $5,922,409 Other General Purpose Revenue

$35,613

COMMUNITY SERVICES Other Health Services $5,000 Senior Citizens $39,046 $5,000 Other Social Security & Welfare

Youth Services $88,832 $17,900 Cemeteries $18,437 $25,515 Other Housing & Community Amenities

$261,422 $150,000 $2,500

$150,000

Halls $261,880 $8,268 $500,000 $500,000 Barmera Library & Customer Service Centre

$268,734 $33,134 $21,200 $7,441

Berri Library $563,951 $329,561 $25,451 $13,395 Parks & Gardens $1,575 Sport & Recreation $89,656 $26,897 $40,000 $20,000

$20,000

Swimming Centre $150,174 $2,060 Community Events & Organisations

$102,500 $21,000



Barmera Recreation Centre

$107,645

Passenger Transport Scheme

$124,957 $122,450 $15,000

Other Property & Services $44,686 $43,155 $15,000 $15,000 Visitor Information Centre $405,580 $157,440 Riverland Wine & Food Festival

$114,000 $114,000

Tourism Other $42,096 $15,000 $33,000 $25,000 ENVIRONMENTAL SERVICES

Dog Management $80,288 $64,165 $60,000 Fire Protection $29,218 $618 General Inspection Services

$45,849 $15,000

Health & Immunisation Services

$13,931 $7,210

Health Inspection $142,371 $19,570 $15,000 Noxious Insects $20,111 $6,180 Effluent/Wastewater Management

$513,222 $1,917,680 $2,063,341 $208,086 $585,000 $2,541,046

$430,000 $3,079,170

Town Planning $191,317 $61,843 $100,000 $5,000 Council Properties $4,166 $18,000 $6,000 Building Act $161,894 $47,535 Parking Control $9,128 $7,210 Natural Resources Management

$74,889 $69,471

INFRASTRUCTURE SERVICES

Cemeteries $59,767 $12,600 $2,600 $9,001

$8,000 $4,475

Public Conveniences $144,979 $180,000 $205,000 Waste Management $489,707 $8,755 $25,000 $22,500 $312,000 $150,000 Street Cleaning $151,000 $13,800 Public Lighting $146,857 Foreshore Protection $33,385 $3,090 $20,000 $12,000 $260,000 $100,000 Parks & Gardens $564,358 $80,000 $60,000 $10,000 $10,000 Sport & Recreation $822,924 $15,000 $15,000 Quarries $73,748 Road Maintenance/Construction

$1,962,254 $264,195 $20,000

$1,585,200 $363,000 $440,000 $35,000

$370,000 Footpaths $192,800 Stormwater Drainage $137,601 $100,000 $88,800 Parking Off Street $4,120 $9,682 $35,000 $3,000 Plant Operations $913,613 $913,000 $9,300 $366,600 $133,000

$222,000 Depot & Overhead Expenses

$1,157,585 $1,157,885 $50,000 $39,400

Vandalism $25,000 Other Purposes $31,260 $31,312 NON OPERATING Loan Principal Repayments

$473,743 $18,980

TOTALS $12,806,157 $13,293,131 $3,018,441 $631,187 $8,171,540 $7,706,461



Note – Operating and Capital Income includes Loan Funds and Appropriation from Reserves 7.3 COMMUNITY ORGANISATION SUPPORT: The following is a list of Community and other Organisations, programs and events supported by Council, that are included in the Annual Business Plan and Budget. The table details the Organisation / Event amount in dollar terms of the support (whether in-kind or cash) and the purpose or description of the support.

ORGANISATION / EVENT AMOUNT (CASH / IN-KIND)

Community Bus Barmera - Maintenance $500 Community Bus Berri – Maintenance $4,500 Seniors Xmas Parties – Berri and Barmera $10,000 Tennis Australia – Sponsorship $10,000 Active Riverland – Contribution $11,000 Australia Day – Celebrations $4,000 Country Music Festival Contribution $5,000 Country Music Festival Event Management – In Kind, Road Closures etc $4,500 Dog Trials $500 Other Community Events – Remembrance Day - Commemorations Anzac Day – Memorial Service Easter – community celebrations “One off” events for example - Berri Bridge 10th Anniversary Visits from Sporting Clubs

$18,000

Riverland Cycling Event $2,000 Pageants – Road Closures $2,500 Barmera Markets – Cash Contribution + Road Closures, Rubbish Collections $5,000 Monash Hall Committee – contribution towards Hall upgrades $2,500 Riverland Youth Theatre – Contribution $5,000 RFDS Wings for Life $6,500 Donations – General $2,000 Cobdogla Netball Club contribution towards courts $5,000 Riverland Wine & Food Festival $10,000 Riverland Tourism Association $15,000 Riverland Development Corporation $25,000 In addition to the above support, Council also provides a Community Grant Program with total funds of $30,000. The purpose of the grants is to assist Community organisations with specific projects and events. Applications for the Community Grants will be called during August / September and assessed by Council’s Corporate and Community Services Committee.



8: FINANCIAL MANAGEMENT 8.1 FUND AND CASH MANAGEMENT: To manage key grant funds, cash and reserve investments, the Council utilises the services of the Local Government Finance Authority to establish reserves and investments for specific purposes or that which are not required at the specific time of receiving through payments of rates or other income sources. To integrate between the Local Government Finance Authority and day to day operations, the Council also has general funds in its’ general bank account at Bank SA, Berri Branch. The utilisation of the Local Government Finance Authority provides Council with an opportunity to receive an annual bonus as part of investing monies along with other Councils with the Authority, and also enables Council to receive competitive market rates for loans required by Council. In accordance with Section 140 of the Local Government Act 1999, Council reviews the performance of its investments and cash management both with Bank SA and Local Government Finance Authority on an annual basis to ensure that Council’s funds are receiving the maximum return. In addition to reserve and cash management, the Council will be re-establishing overdraft facilities to be arranged with the Local Government Finance Authority to assist with cash flows throughout the year. This facility will be of particular importance in the current economic climate to assist with ensuring that cash flows are maintained for the delivery of services and the undertaking of projects. 8.2 RESERVE FUND MANAGEMENT: The Council holds the following reserves at the Local Government Finance Authority, which are for specific projects or purposes identified by Council. These funds are normally set aside to be utilised for the identified projects or to assist with management and development of assets and projects of an economic development nature. The reserves held at the LGFA are as follows: Reserve Purpose CWMS Wastewater Recycling Grants received towards the implementation of Council’s

Wastewater Reuse Scheme

Library Funding received and set aside in reserve for the purpose of upgrading of library facilities.

Cemetery Funds set aside for the upgrading of Council Cemeteries.

Local Government Community Housing Similar reserve set aside for the purpose of maintaining Council community housing facilities.



Land Development Reserve created for the specific use of funding certain

economic development projects throughout the district. District STEDS Reserve set up for the express purpose of funding

Council’s Community Wastewater Management Scheme which includes the maintenance of the scheme and upgrades as required.

Open Space Developers’ contributions set aside towards the development of open space. The funds must be used for that specific purpose.

General General reserve for the distribution of grant monies from SA Local Government Grants Commission and other Government bodies.

The following illustrates the balances of the reserves as at 1 July 2008, the proposed reserves movement as per the Annual Business Plan and Budget, and the estimated closing balances for the reserves at 30th June 2009. In addition, the interest that is earned on funds invested in the Land Development, Local Govt. Disabled Housing, Library, Cemetery, Local Government Community Housing and General Reserves are returned to Council to form part of its general revenue to fund Council’s budget. The interest earned on the District STEDS Reserve, CWMS Wastewater Reserve and Open Space Reserve are reinvested into the reserve to ensure that the funds are increased for these projects at inflationary factors. The following table illustrates the reserve movements and final balances for the 2008/2009 year. Reserve Opening

Balance Appropriation

To Appropriation

From Closing Balance

CWMS Wastewater Recycling

$325,000 - - $325,000

Library $7,441 - $7,441 - Cemetery $9,001 - $9,001 - Local Govt Community Housing

$11,287 - - $11,287

Land Development $470,447 $435,000 $235,000 $670,447 District STEDS $1,069,037 $2,541,046 $3,079,170 $530,913 Open Space $77,514 - $60,000 $17,514 Work In Progress $863,575 - $798,575 $65,000 Total $2,833,302 $2,976,046 $4,189,187 $1,620,161 8.3 LOANS: The Council borrows all funds through the Local Government Finance Authority for specific projects that mainly relate to purchase of plant and equipment, development and renewal of infrastructure and assets, and the provision of funds from time to time to community groups also for the development of community facilities. The Council does not borrow funds for the purposes of operational or service delivery.



The total of loans held by Council, along with new loans to be negotiated during the year, are listed below.

Repayments Amount Balance

1 July 2008 Principle Interest Closing Balance

30 June 2009 Total – Council Loans $3,751,132 $2,962,511 $421,598 $194,660 $2,551,063

Reimbursed by Community Clubs Deb 13

BMFC

$90,000

$42,945

$9,736

$2,615

$33,208

Deb 20

Hockey

$100,000

$71,839

$9,244

$4,417

$62,595

Totals – Community Loans

$190,000

$114,784

$18,980

$7,032

$95,803

Reimbursed by User Charges Deb120

Monash Effluent

$102,000

$10,829

$10,829

$613

-

NEW LOANS Purpose Amount Balance 1 July

2008 Principle Interest Closing Balance

30 June 2009 Upgrade Public Conveniences

$205,000

-

-

-

$205,000

McKay Road

$440,000

-

-

-

$440,000

Plant & Machinery

$449,000

-

-

-

$449,000

Storage Shed Sporting Groups

$70,000

-

-

-

$70,000

Major Buildings & Structures Upgrade

$500,000

-

-

-

$500,000

Land Purchases – Sporting Facilities

$410,000

-

-

-

$410,000

Total – New Loans

$2,074,000

$2,074,000

Total – ALL LOANS $6,117,132 $3,088,124 $451,407 $202,305 $4,720,866 Attached at Appendix 6 is a detailed schedule of Council’s loans and repayments for the 2008/2009 year and also on-going repayments projected for the loans in future years. From the detailed Loan Schedules, Council’s loan repayments as a percentage of rate revenue is 12.32%, with the percentage being 11.81% after self servicing loans (those loans for which are funded by other organisations or specific income sources) are extracted.



9: FUNDING THE BUSINESS PLAN 9.1 OPERATING REVENUES: To fund the Business Plan and Budget, Council will raise operating revenue of $11,698,641 which includes general rates of $5,922,409. Other sources of income to be raised by Council include:

Revenue Category Amount Rates Other $1,952,061 Statutory Charges $210,623 User Charges $448,224 Operating Grants & Subsidies $2,158,341 Investment Income $99,032 Reimbursements $548,807 Commercial Activity Revenue $328,120 Other $31,025 Rates – Other An annual service charge for a specific purpose such as the upgrade and maintenance of Council’s Community Wastewater Management Scheme is included in Council’s revenue for 2008/2009. This charge is specifically set aside for continual maintenance of the scheme. A surplus for the year is placed in reserve for future asset upgrades and ongoing compliance costs. The collection of the levy on behalf of the SA Murray-Darling Basin Natural Resources Management Board is included within the total of “Rates Other”. Statutory charges set by State Government These are fees and charges set by regulation and collected by the Council for regulatory functions. Such statutory charges include assessment of development applications, town planning fees Building Act fees, dog registration and management fees and fines, parking fees and fines, litter fines, rates search fees, health related fees and environmental control fees and fines. User Pay charges set by Council. These comprise charges for the Council’s fee based facilities such as hall hire, sporting facility fees, cemetery fees, waste collection and disposal and other sundry sales. Grants and Subsidies A significant portion of Council’s revenue is derived from Commonwealth Financial Assistance Grants which is administered and distributed by the South Australian Local Government Grants Commission. The Commonwealth Local Government (Financial Assistance) Act 1995 governs the way in which the grants are distributed to each State and from there onto each Council. In addition to the grant received from the SA Local Government Grants Commission the Berri Barmera Council actively seeks as much grant funding as possible from other levels of government.



Investment Income Investment income is revenue from financial investments or loans to community groups. Reimbursements Reimbursements are amounts received as payment for work done, or expenses incurred, by the council acting on behalf of other government bodies, property owners, organisations or individuals. Commercial Activity Income derived from commercial activities is income from activities carried out solely to generate revenue. Traditionally, it is not Council’s intention to carry out activities solely to generate revenue however, activities such as the operation of the Visitor Information Centre generates a small proportion of revenue from commercial activities. 9.2 RESERVE FUNDS USED TO FUND PROJECTS:

In addition to operating income used to fund the Business Plan, a number of Council’s specific projects are funded from reserve funds that have been invested for specific purposes of Council. The projects to be funded from reserves and the funding amounts are detailed in the table below:

Reserve Fund Project Amount Town Centre Renewal Project $170,000 Lake Bonney Youth Camp Development $20,000 Completion of Barmera Residential Subdivision

$10,000

McBride Street Road Construction $35,000

Land Development Reserve

Total $235,000 District STEDS Reserve Waste Water Re-Use Project

Berri West CWMS Extension $2,148,341

$70,000 Total $2,218,341 9.3 LOAN FUNDS USED TO FUND PROJECTS: In accordance with Councils approach to major plant purchases, infrastructure projects and asset upgrades, the following projects and purchases will be funded with use of loan funds from the Local Government Finance Authority.

Project / Purchase Amount Major Buildings and Structures Upgrade $500,000 McKay Road Realignment $440,000 Toilets Upgrade $205,000 Plant and Machinery $222,000 Land Purchases – Sporting Facilities $410,000 Total $1,777,000



9.4 PROJECTS FUNDED FROM WORKS IN PROGRESS RESERVE: The following are a list of projects included in the Business Plan and Budget for completion during the year, which have been carried forwarded from the 2007/2008 year. Due to the funds for the projects being raised during a previous year, the outstanding funds required to complete the project have been allocated to the Works in Progress Reserve.

Projects Amount Operating Projects EXECUTIVE SERVICES Long Term Financial Plan and Infrastructure Asset Management Plan $70,000 Barmera Sporting & Community Facilities Planning $10,000 CORPORATE & COMMUNITY SERVICES Information Technology $15,500 Records Management $10,000 Communications Investigations $5,000 Community Land Review $10,000 Separate Allotment - Barmera Tourist Office/Toilets $5,000 Berri Indoor Recreation & Community Centre Study $20,000 ENVIRONMENTAL SERVICES Berri Riverfront Concept Plan $5,000 Removal Asbestos from Council Buildings $6,000 INFRASTRUCTURE SERVICES Cemetery Memorial Crosses $2,600 Regional Waste Management Study $22,500 2 Lane Boat Ramp Design Lake Bonney $12,000 Stormwater Drainage Study $88,800 Denny Street Carpark $3,000 Relocate Bitumen Tank and other depot plant modifications $48,700 Capital Project CORPORATE & COMMUNITY SERVICES Computer Room Upgrade $30,000 Motor Vehicle Changeover $10,000 District Entrance Signage $25,000 INFRASTRUCTURE SERVICES Cemetery Furniture $4,475 Martin Bend BBQ Shelters $10,000 Glassey Park BBQ Shelters $15,000 Total $428,575 Grant Money has been held in Work In Progress Reserve for McKay Road Realignment

$370,000



10: FINANCIAL POSITION The Financial Sustainability Inquiry highlighted the need for Councils to use financial indicators as a means of providing meaningful information to elected members, staff and the community in order to ascertain the financial health and performance of Council. The SA Local Government Financial Management Group have developed and standardised a set of indicators applicable to all Councils. The use of these indicators are effectively a road map to assist in the steering of Council’s financial performance and sustainability. The amendments to the Local Government Act 1999 that came into force on 25 January 2007 require Council to “state the measures (financial and non-financial) that are to be used to monitor and assess the performance of council over the relevant period.” Therefore the following financial indicators have been utilised to analyse the past performance and project the future impact of proposed budget allocations for the upcoming financial year. Indicator 1 – Operating Surplus (the difference between day to day income and expenses for the period) An operating surplus (or deficit) arises when operating revenue exceeds (or is less than) operating expenses for a period. A Council’s long term financial sustainability is dependent upon ensuring that, on average, its expenses are less than its revenues. If a Council is not generating an operating surplus in most periods then it is effectively living beyond its means and is unsustainable. It will be inevitable the Council will be faced with a financial shock at some stage and be forced to either substantially raise its rates or not replace its assets and thus provide the community with a lower standard of service. Indicator 2 – Operating Surplus Ratio (by what percentage does the major controllable income source vary from day to day expenses) The operating surplus ratio is the operating surplus (or deficit) expressed as a percentage of general and other rates net of rate rebates and revenues from the NRM Levy. A positive ratio indicates the percentage of rates available to fund capital expenditure. A negative ratio indicates the percentage increase required in rates to achieve a break-even operating result. If in the event of a positive ratio and that amount is not being required for that particular year, it can be held over for future capital works or can be used to reduce existing debt. Berri Barmera Council

2006/2007 Audited Annual Financial

Statements

2007/2008 Revised

Budget 31 March 2007

2008/2009 Proposed

Budget

Indicator 1 Operating Surplus(Deficit)

(1,828,201) (1,415,759) (2,065,373)

Indicator 2 Operating Surplus Ratio

-28% -19.6% -27%



Interpretation It is imperative that Council’s long term financial planning is geared towards maintaining a surplus to place Council in a financially sustainable position. The Council will undertake long term financial and asset management planning in the 2008/09 financial year to quantify and address any long term funding and sustainability short falls. Indicator 3 – Net Financial Liabilities (what is owed to others less money you already have or is owed to you) Net financial liabilities is total liabilities less financial assets. Net financial liabilities is a broader and more appropriate measure of indebtedness than the level of borrowings as it includes all of Council’s financial assets and obligations including employee entitlements and creditors. Often too much focus is placed on the level of a Council’s borrowings without also considering the available financial assets (i.e. money in the bank). However, before considering an increase in its net debt a Council must recognise that interest associated with the debt will impact negatively on its operating result. A Council’s indebtedness should be managed to ensure its liabilities and associated costs can be met comfortably from operating revenues. Indicator 4 – Net Financial Liabilities Ratio (how significant is the net amount owed compared with income) This ratio indicates the extent to which net financial liabilities of a council could be met by its operating revenue. Where the ratio is falling over time indicates that the council’s capacity to meet its financial obligations from operating revenue is strengthening. However a council with a healthy operating surplus may decide to allow its net liabilities ratio to increase in order to provide additional services to its community through the acquisition of additional assets without detracting from its financial sustainability. Indicator 5 – Interest Cover Ratio (how much income is used in paying interest on loans) This ratio indicates how much of Council’s operating revenues are committed to interest expense. There is no right or wrong ratio but a Council must be aware to manage this ratio within a range it is comfortable with. Berri Barmera Council


Statements

2007/2008 Revised


2008/2009 Proposed

Budget

Indicator 3 Net Financial Liabilities

(1,740,977)

$3,053,304

$2,337,208

Indicator 4 Net Financial Liabilities Ratio

-17%

27%

20.1%

Indicator 5 Interest Cover Ratio

.1%

1.6%

1.3%



Interpretation The proposed target set by the LGA Sustainability Program for the Net Financial Liabilities Ratio be “greater than zero but less than 100% of total operating revenue” Both of these indicators for the Berri Barmera Council fall well within these targets. However, once we have fully researched Council’s Strategic, Long Term Financial and Infrastructure and Asset Management Plans and the needs that are highlighted from these it may make sense that Council be required to borrow to fund replacements and/or rehabilitation of certain assets as their priorities arise. The ratio indicates the ability for the Council to service its current debt compared to its income and also a capacity to borrow funds in the future. The current ratio is low compared to industry standards. Indicator 6 – Asset Sustainability Ratio (are assets being replaced at the rate they are wearing out) This ratio indicates whether Council is renewing or replacing existing non-financial assets at the same rate the assets are wearing out. It is calculated by measuring capital expenditure on renewal or replacement of assets relative to the recorded rate of depreciation of assets for the same period. If capital expenditure on renewing or replacing existing assets is at least equal to depreciation on average over time then a council is ensuring the value of its assets is maintained. If capital expenditure on existing assets is less than depreciation it is likely it is under spending on renewal and replacement of assets and will eventually be confronted with failed assets and a significant renewal and replacement costs that cannot be accommodated for within a short period. Indicator 7 – Asset Consumption Ratio (the average proportion of ‘as new condition’ left in assets) This ratio shows the written down current value of Council’s depreciable assets relative to their ‘as new’ value in up to date prices. This ratio highlights the aged condition of Council’s assets. If a council is responsibly maintaining and renewing and replacing its assets then the ratio would be relatively high. However, it makes no sense financially to replace perfectly serviceable assets just because they are old. Providing a council is operating sustainably it will be in a strong financial position to be able to fund the future renewal or replacement of assets when necessary. Berri Barmera Council


Statements

2007/2008 Revised


2008/2009 Proposed

Budget

Indicator 6 Asset Sustainability Ratio

6%

80.2%

96%

Indicator 7 Asset Consumption Ratio

N/A

57%

56%



Interpretation The calculation of 96% for the Asset Sustainability Ratio for the proposed 2008/2009 budget indicates the Berri Barmera Council are incurring capital expenditure on the renewal or replacement of existing assets at almost the same rate that they are deteriorating. The Asset Consumption Ratio are figures estimated as information required to calculate the ratio is not readily available.



11: VALUATION AND RATING ANALYSIS 11.1 VALUATIONS USED FOR RATING: The following table and information provides a breakdown of valuation movements within the Council area, separated in the respective Land Use Codes provided by the Valuer Generals Office.

Land Use Code Valuation 07/08 Valuation 08/09 Increase ($) Increase (%) Residential 724,799,866 751,792,672 26,992,806 3.72% Commercial (Shops) 44,225,000 47,474,000 3,249,000 7.34% Commercial (Offices) 9,634,000 11,706,000 2,072,000 21.50% Commercial (Other) 66,577,140 71,061,880 4,484,740 6.74% Industrial (Light) 5,805,500 6,331,500 526,000 9.06% Industrial (Other) 32,566,500 33,415,500 849,000 2.61% Primary Production 249,642,710 243,110,600 -6,532,110 -2.62% Vacant Land 21,183,740 26,212,240 5,028,500 23.7% Others 73,814,944 72,618,548 -1,196,396 -1.62% Total 1,228,249,400 1,264,334,940 36,085,540 2.94% The figures contained within the above table are provided by the Valuer Generals Office and demonstrate an overall increase of 2.94% of valuations over the Council area. The significant increases in valuations have occurred in the commercial and vacant land land use, however there has been a decrease in valuations for the Primary Production land use category. The following information relates to the valuation increase in each of the Land use Codes used by Council for rating purposes that is a direct result of development occurring within the area, and which is calculated as a percentage of the valuation increase. The valuations displayed are valuations used for rating purposes, that is non-ratable valuations are not included.

Land Use Code Valuation 07/08 Valuation 08/09 Increase ($) Increase (%) Residential Towns 461,814,841 489,850,847 28,036,006 6.07 Residential Rural 261,793,725 261,941,825 148,100 .005 Primary Production 250,818,050 243,110,600 -7,707,450 -3.07 Rural Dry/Vacant 12,200,800 13,512,800 1,312,000 10.75 Other 22,695,625 23,648,588 952,963 4.20 Commercial Towns 102,250,834 111,760,015 9,5096,181 9.30 Commercial Rural 16,365,350 16,786,300 420,950 2.57 Industrial Towns 6,350,500 6,747,500 397,000 6.25 Industrial Rural 27,298,375 27,340,225 41,850 .006 Total 1,161,588,100 1,194,698,700 33,110,600 2.85



11.2 METHOD USED TO VALUE LAND The Council may adopt one of three valuation methodologies to value the properties in its area. They are:

• Capital Value - the value of the land and all of the improvements on the land. • Site Value - the value of the land and any improvements which permanently affect the

amenity or use of the land, such as drainage works, but excluding the value of buildings and other improvements.

• Annual Value - a valuation of the rental potential of the property. The Council has decided to continue to use Capital Value as the basis for valuing land within the Council area. The Council considers that this method of valuing land provides the fairest method of distributing the rate burden across all ratepayers on the following basis:

• the equity principle of taxation requires that taxpayers of greater wealth pay more tax than those of lesser wealth;

• property value is a relatively good indicator of wealth and capital value, which closely

approximates the market value of a property and provides the best indicator of overall property value.

11.3 ADOPTION OF VALUATIONS The Council proposes to adopt the valuations made by the Valuer-General as provided to the Council for the financial year 2008/2009. If a ratepayer is dissatisfied with the valuation made by the Valuer-General then the ratepayer may object to the Valuer-General in writing, within 60 days of receiving the notice of the valuation, explaining the basis for the objection, provided they have not: (a) previously received a notice of this valuation under the Local Government Act, 1999, in

which case the objection period is sixty (60) days from the receipt of the first notice; or (b) previously had an objection to the valuation considered by the Valuer-General. Objections are to be forwarded to: State Valuation Office GPO Box 1354 ADELAIDE SA 5001 Email: [email protected] Telephone number is 1300 653 345. Please note that the Council has no role in this process. It is also important to note that the lodgement of an objection does not change the due date for the payment of rates.



11.4 NOTIONAL VALUES Certain properties may be eligible for a notional value under the Valuation of Land Act 1971 where the property is the principal place of residence of a ratepayer. This can relate to certain primary production land or where there is State heritage recognition. A notional value is generally less than the capital value and this will result in reduced rates, unless the minimum rate already applies. Application for a notional value must be made to the Office of the Valuer-General. 11.5 COUNCIL’S REVENUE RAISING POWERS All land within a Council area, except for land specifically exempt (e.g. Crown Land, Council occupied land and other land prescribed in the Local Government Act 1999 – refer Section 147 of the Act), is rateable. The Local Government Act provides for a Council to raise revenue for the broad purposes of the Council through a general rate, which applies to all rateable properties, or through differential general rates, which apply to classes of properties. In addition, Council can raise separate rates for specific areas of the Council, or service rates or charges for specific services. The Council also raises revenue through fees and charges, which are set giving consideration to the cost of the service provided and any equity issues. Refer to Section 9 - Funding the Business Plan. 11.6 DIFFERENTIAL GENERAL RATES The Council has decided to impose differential general rates according to the locality of the land and its use, pursuant to Section 156 (1)(c ) of the Local Government Act 1999. In applying Differential General Rates Council has considered and is satisfied that the rating system addresses the issue of consistency and comparability across all Council areas, particularly as it relates to the various sectors of the business and wider community. This satisfies the requirements of Section 153(2) of the Local Government Act 1999. The localities and uses are as follows:

1) Township of Barmera, Berri, Cobdogla, Glossop, Loveday and Monash as defined, with land use categories including residential, commercial, industrial and other.

2) Outside of aforesaid Townships as defined, with land use categories including residential, primary production, vacant rural dry, other, commercial and industrial.

The Council is proposing to raise rate revenue of $5,922,409 in a total revenue budget of $11,698,641 and will continue to use the differential rating method as follows: (1) Townships of Barmera, Berri, Cobdogla, Glossop, Loveday and Monash as defined:

(a) Residential 0.4820 cents in the dollar on the capital value of such rateable property

(b) Commercial 0.5575 “ “ (c) Industrial 0.6035 “ “ (d) Other 0.4985 “ “



(2) Outside the aforesaid Townships as defined: (a) Residential 0.5015 cents in the dollar on the capital value of such rateable property (b) Primary Production 0.4595 “ “ (c) Vacant 0.3995 “ “ (d) Other 0.4985 “ “ (e) Commercial 0.5720 “ “ (f) Industrial 0.6035 “ “

Land use is used as the factor to apply differential rates. If a ratepayer believes that a particular property has been wrongly classified as to its land use, then they may object to that land use within 60 days of receiving notice. A ratepayer may discuss the matter with the Council’s Rates Officer in the first instance and Council will provide a copy of Section 156 of the Local Government Act 1999 which sets out the rights and obligations of ratepayers in respect of objections to a land use. 11.7 MINIMUM RATE A Council may impose a minimum amount payable by way of rates, provided that it has not imposed a fixed charge. Where two or more adjoining properties have the same owner and are occupied by the same occupier, only one minimum rate is payable by the ratepayer. Where a Council imposes a minimum rate it must not apply to more than 35% of properties in the Council area. The Council proposes to set a minimum rate of $518 which shall be applied to all rateable properties within the Council District. This will affect 16.88% of rateable properties and will raise $519,036 of rate revenue for the 2008/2009 financial year. The reasons for imposing a minimum rate are:

- The Council considers it appropriate that all rateable properties make a base level contribution to the cost of administering the Council’s activities;

- The cost of creating and maintaining the physical infrastructure that supports each property. 11.8 SERVICE CHARGE The Council provides a community wastewater management system to properties in the townships of Barmera, Berri, Cobdogla, Glossop, Monash and Loveday. The full cost of operating and maintaining the service for the financial year 2008/2009 is budgeted to be $2,556,563. This cost includes the running of the Wastewater Re-Use Scheme. As per the declaration of the service charge relating to Effluent Drainage Schemes, the Council will recover the operating cost through the imposition of a service charge of $240 for each unoccupied property unit and $480 for each occupied property unit. The occupied property unit includes an amount of $30 per unit for septic tank desludging.



11.9 NATURAL RESOURCES MANAGEMENT LEVY The Natural Resources Management Act 2004 requires that the Berri Barmera Council collect on behalf of the SA Murray-Darling Basin Natural Resources Management Board a levy on all rateable properties within its Council area. The levy funds ongoing NRM projects that are vital to the region to protect and manage precious natural resources such as water and soil and control pest plants and animals. For the financial year 2008/2009 the Berri Barmera Council are required to make payable to the SA Murray-Darling Basin Natural Resources Management Board an amount of $64,589. In order to recover this amount a separate rate of .000055 cents in the dollar has been declared, based on the capital value of all rateable land within the Council area. A minimum separate rate of $6.00 has also been declared for such rateable land. 11.10 RATE CONCESSIONS The State Government, in providing equity across SA in this area, funds a range of concessions on Council rates. The concessions are administered by various State Agencies who determine eligibility and pay the concession directly to Council on behalf of the ratepayer. Concessions are available only on the principal place of residence. Ratepayers who believe they are entitled to a concession should not withhold payment of rates pending assessment of an application by the State Government as penalties apply to overdue rates. A refund will be paid to an eligible person if Council is advised that a concession applies and the rates have already been paid. State Seniors Card Ratepayer (Self Funded Retirees) This concession is administered by Revenue SA. If you are a self-funded retiree and currently hold a State Seniors Card you may be eligible for a concession toward Council rates. In the case of couples, both must qualify, or if only one holds a State Senior’s Card, the other must not be in paid employment for more than 20 hours per week. If you have not received a concession on your rate notice or would like further information please contact the Revenue SA Call Centre on 1300 366 150. Pension Concession If you are an eligible pensioner you may be entitled to a remission on your rates. Application forms (including information on the concessions) are available from the Council office or by phoning the DFC Concessions Hotline on 1800 307 758 or Council on 8582 1922. An eligible pensioner must hold a Pension Card, State Concession Card or be a T.P.I. Pensioner. They must also be responsible for the payment of rates on the property for which they are claiming a concession. The State Government administers the applications. It is important to note that seeking a remission does not change the due date for payment of rates.



Unemployed Persons Concessions The Department for Families and Communities (DFC) Department of Human Services (DHS) may assist with the payment of Council rates for your principal place of residence (remissions are not available on vacant land or rental premises). Please contact the Concessions Hotline on 1800 307 758 or your nearest DHS office for details. 11.11 PAYMENT OF RATES The Local Government Act 1999 requires that Council must provide an opportunity for all ratepayers to pay rates by quarterly instalments. These instalments are to be payable in the months of September, December, March and June. It is not mandatory for ratepayers to pay by quarterly instalments, however it is an option that Council must make available to all ratepayers. The due dates for the quarterly instalments of Council rates for 2007/2008 are: 15th September, 2008 15th December, 2008 16th March, 2009 16th June, 2009 Council rates may be paid: - by mail (cheque or money order) - by telephone, using a debit or credit card, phone (08) 8582 1922 - by Bpay facility as detailed on the rate notice - by internet as detailed on the rate notice - in person at the Council Office locations - EFTPOS facilities are available for

payments. - by Australia Post billpay facility as detailed on the rate notice Any ratepayer who may, or is likely to, experience difficulties with meeting the standard payment arrangements should contact the Rates Officer on (08) 8582 1922 to discuss alternative payment arrangements. Such enquiries are treated confidentially. 11.12 LATE PAYMENT OF RATES The Local Government Act provides that Councils impose a penalty of a 2% fine on any payment for rates, whether instalment or otherwise, that is not paid on or before the due date as from 1 July 2008. A payment that continues to be late is then charged a prescribed interest rate, set each year according to a formula in the Act, for each month it continues to be late. The purpose of this penalty is to act as a deterrent to ratepayers who might otherwise fail to pay their rates on time, to allow Councils to recover the administrative cost of following up unpaid rates and to cover any interest cost the Council may meet because it has not received the rates on time. For the 2008/2009 financial year this rate is .% (TBA) per month.



When the Council receives a payment in respect of overdue rates the Council applies the money received as follows:

- first – to satisfy any costs awarded in connection with court proceedings; - second – to satisfy any interest costs; - third – in payment of any fines imposed; - fourth – in payment of rates, in chronological order (starting with the oldest account first).

11.13 REBATE OF RATES The Local Government Act requires Councils to rebate the rates payable on some land. Specific provisions are made for land used for health services, community services, religious purposes, public cemeteries and educational institutions. Discretionary rebates may be applied by the Council under Section 166 of the Act, upon receipt of applications in accordance with Council’s Rate Rebate Policy that deem to satisfy the criteria specified within this section. The Council under the discretionary rebate of rates, may grant a rebate in any of the following purposes and cases:

o Where the rebate is desirable for the purpose of securing the proper development of the area (or a part of the area).

o Where the rebate is desirable for the purpose of assisting or supporting a business in its area.

o Where the rebate will conduce to the preservation of buildings or places of historic significance.

o Where the land is being used for educational purposes. o Where the land is being used for agricultural, horticultural or floricultural exhibitions. o Where the land is being used for hospital or health centre. o Where the land is being used to provide facilities or services for children or young

persons. o Where the land is being used to provide accommodation for the aged or disabled. o Where the land is being used for a residential aged care facility that is approved for

Commonwealth funding under the Aged Care Act 1997 (Cwlth) or a day therapy centre. o Where the land is being used by an organisation which, in the opinion of the council,

provides a benefit or service to the local community. o Where the rebate relates to common property or land vested in a community

corporation under the Community Titles Act 1996 over which the public has a free and unrestricted right of access and enjoyment.

o Where the rebate is considered by the council to be appropriate to provide relief against what would otherwise amount to a substantial change in rates payable by a ratepayer due to –

o A redistribution of the rates burden within the community arising from a change to the basis or structure of the council’s rates, or

o A change to the basis on which land is valued for the purpose of rating, rapid changes in valuation, or anomalies in valuations.

o Any rebate over and above the legislated percentage provided by the Act, for mandatory rebates or discretionary rebates, will need to be considered by Council upon written application and in conjunction with the Rate Rebate Policy adopted by Council on 26th July 2005. Applications for such additional rebates are required on an annual basis.



11.14 RATE CAPPING To address any potential inequities in how the rates are levied across the district Council has decided to provide relief by way of rate capping. Where a ratepayer is levied an increase in general rates greater than 12% a rate cap will be applied to ensure no ratepayer will pay any more than 12% on the previous year’s general rates. This rebate will not apply where :

• Ownership of the rateable property has changed since 1 July, 2007; • Any such increase in the capital value of the rateable property is a result of

improvements made on the property since 1 July, 2007 with a value in excess of $10,000;

• There has been a change of land use, or there have been zoning changes which have contributed to the increase in valuation.

11.15 REMISSION AND POSTPONEMENT OF RATES Section 182 of the Local Government Act permits the Council, on the application of the ratepayer, to partially or wholly remit rates or to postpone rates, on the basis of hardship. Where a ratepayer is suffering hardship in paying rates, it is recommended to contact the Rates Officer on (08) 85821922 to discuss the matter. A ratepayer may be required to submit evidence of the hardship being suffered to benefit from the application of Section 182. Such enquiries are treated confidentially by the Council. For those ratepayers who are on fixed incomes such as pensioners and self funded retirees, we propose to remit a fixed amount of $40 per annum of the general rates to assist those ratepayers who may be experiencing hardship. To be eligible to receive the remission an application must be made to council and is subject to the following criteria:

• The property is the principal residence of the ratepayer and is the only property owned by the ratepayer;

• The property has been owned by the ratepayer and has been their principal residence for a minimum of 5 years;

• The ratepayer is able to produce one of the following identification cards; o Pensioner Concession Card – Centrelink o Pensioner Concession Card – Veteran Affairs o T.P.I. Card – Veteran Affairs; o Or they can demonstrate to Council that they are a self funded retiree with an

income of less than $35,000 per annum. 11.16 DEFERMENT OF RATES – PRIMARY PRODUCERS Section 182 of the Local Government Act permits the Council to partially or wholly remit or postpone rates on the basis of hardship. It has been the decision of Council that due to the economic downturn and hardship being faced by the horticulture industry, ratepayers, upon application to the Council, may request to defer payment of Council rates.



Council has an arrangement with the Rural Counselling Service for assessment of rate deferment or postponement of rates for the 2008 / 2009 year for the horticultural and primary industry sectors. The applications that are made to the Rural Counselling Service are based on hardship grounds and are therefore assessed and forwarded to Council. The Annual Business Plan reflects a policy position for Council that is where postponement of rate applications are received through the Rural Counselling Service for horticulture and primary industry based ratepayers, the rates will be postponed without the addition of fines and interest. This will be the basis for the assessment of these types of applications.

In addition to other applications to be received on hardship grounds for non-horticulture or industry based ratepayers, organisations such as Families SA with the Financial Counsellors will be utilised to assess these applications and a determination will be made on each application as and when received. 11.17 SALE OF LAND FOR NON-PAYMENT OF RATES The Local Government Act provides that a Council may sell any property where the rates have been in arrears for three years or more. The Council is required to notify the owner of the land of its intention to sell the land, provide the owner with details of the outstanding amounts, and advise the owner of its intention to sell the land if payment of the outstanding amount is not received within one month. 11.18 RATE IMPACT STATEMENT The Council has considered the impact of rates on all classes of properties in its area, in particular primary producers. In considering the impact, the following observations were made: - Primary producers, in particular the viticulture industry, have in recent years suffered

poor returns and lower incomes which has then resulted in Council’s consideration in setting a somewhat lower rate in the dollar in comparison to other properties within the district. Overall, there has been a reduction in property valuations for primary production properties which is reflective of the lower income returns for horticulture properties.

- From primary production properties Council is proposing to raise rate revenue of

$1,126,904 for the 2008/2009 year. - The majority of Council’s ratepayers are classified as “town residential”. The total rate

revenue to be raised from town residential properties for 2008/2009 is $2,435,522 and represents 41% of its total rate revenue raised;

- Commercial and industrial properties of the Council area generally have the same

services available to them and their employees as other ratepayers, however it is accepted that commercial and industrial users have a greater impact on the main services such as road maintenance and may derive a greater benefit from such services as improved public lighting, parking controls etc. This is the basis for Council setting a higher rate in the dollar for such properties.



- Council proposes to raise rate revenue of $727,594 from commercial properties for the 2008/2009 financial year and $209,127 from industrial properties.

Council recognises its responsibility to stimulate and encourage economic growth in a diverse range of activities and to do so must provide adequate infrastructure.



12: PERFORMANCE MEASURES 12.1 CORPORATE OBJECTIVES MEASURES – NON FINANCIAL: Incorporate in the Strategic Plan are the following Scorecard Measures that measure the implementation of Councils Corporate Objectives. The Measures are implemented by ensuring that Council projects and services satisfy multiple scorecard areas thus measuring performance for implementing projects that are aligned with satisfying the Corporate Objectives and Councils Vision and Mission. This method of measuring is developed under the Balanced Scorecard Approach to Strategic Planning and ensures Council has a practical approach to satisfying the Quadruple Bottom line of Social, Environmental, Economic and Governance. The eight scorecards areas are listed below with an explanatory statement. Social and Community: How our decisions contribute to and affect the community’s

quality of life through effective management of community facilities and how we manage social and community consultation, participation and inclusion.

Environment and Heritage: How we manage and preserve the natural character,

environment and heritage. Economic Development: How we manage and encourage development opportunities

while ensuring sustainable development principles are implemented.

Governance and Finance: How we manage the governance and financial affairs of the

council to ensure accountability, sustainability, compliance and transparency.

Infrastructure: How we manage our infrastructure to ensure safe and reliable

access to services, facilities and property to meet community needs.

Learning and Growth: How we manage training, learning, personal development and

innovation to encourage organisational growth. Customer Satisfaction: How we manage customer satisfaction in relation to service

delivery, communication and public relations. Internal Processes: How we manage and review internal processes to ensure

efficient, effective and sustainable service delivery methods through the use of up to date technology and procedures.

The above scorecards are integrated with the corporate objectives that further reach across all department areas and which provide a basis for all Management Plans, Policies, Procedures, Operational Plans, Annual Business Plans, Annual Budgets, Council and Committee meeting agenda reports and importantly how we measure and report our performance.



12.2 KEY PERFORMANCE INDICATORS: The following Key Performance Indicators, both Financial and Non-Financial, will be used to measure Councils performance against its Annual Business Plan and Budget for the 2008/2009 year. 1 Financial Performance Indicators

1.1 Ensure that Councils Financial Position as at 30 June 2009 is maintained or improved, to be compared against all Financial Indicators, with specific measure against the following indicators:

Indicator 1 – Operating Surplus Indicator 2 - Operating Surplus Ratio Indicator 3 – Net Financial Liabilities Indicator 4 – Net Financial Liabilities

1.2 Ensure overall Operating Expenditure does not exceed original budget

estimates

1.3 Ensure Overall Operating Revenues do not decrease below original budget estimates

1.4 Ensure all Projects are completed within budget allocations

2 Non-Financial Indicators

2.1 Ensure all Projects are completed within Timeframes where specified, and meet all outcomes

2.2 Ensure that Policies, Codes and Registers required by the Local Government

Act and other Legislation are developed, Implemented and maintained to Legislative Compliance.

2.3 Ensure that all reporting requirements and other timeframes established under

the Local Government Act are met for Financial Statements, Annual Reports and Annual Business Plan and Budget Reviews.

2.4 To maintain satisfaction levels above the State-wide Average and Regional

(MMLGA) averages as reported in the LGA Comparative Performance Measurement Survey for all categories of Governance, Community Satisfaction, Finance and Asset Management and Quality of Life.



13: BUDGET REVIEW PROCESS As per the requirements of the Local Government Act and Financial Management Regulations, the Annual Business Plan and Budget are reviewed on a quarterly basis as at 30th September, 31st December and 31st March, with the review reports being provided to Council at its meetings held in November, February and May of each year. The process for reviewing the Annual Business Plan and Budget involves each manager reviewing their department and functional responsibility areas and reporting all progress and any required changes to the relevant standing committee for that function or department area. These reports are then provided to Council’s Executive Services Committee to formulate into a final Annual Business Plan and Budget Review Report with all required recommendations that is then reviewed by Council’s Audit Committee prior to final adoption of Council. This process ensures a thorough review of Council’s Annual Business Plan and Budget and to ensure that Council continues to meet all financial management targets and other key performance indicators and measures identified within the Annual Business Plan. With the inclusion of the Audit Committee as part of the process, an independent view is then provided as to the performance of the Council during the year in accordance with all indicators and performance measures. This process will greatly assist in Council and the Community being satisfied that the review process and the overall Annual Business Plan and Budget are being managed in accordance with legislative requirements. 14: COMMUNITY CONSULTATION To ensure the provisions of Section 123 of the Local Government Act 1999 were adhered to, the consultation process on the Draft Annual Business Plan and Budget included the following:

The advertising of the Draft Annual Business Plan for consultation within the Murray Pioneer and Riverland Weekly, that also advised of the date of the public meetings for making of submissions and asking of questions. The public meeting on the budget was held in Glossop at the Glossop High School Middle Campus on Monday 14 July 2008 at 7.00pm.

The circulating of an Annual Business Plan 2008 – 2009 information summary included

within the Community Newsletter to all residents and ratepayers of the Council area to inform of the contents of the Plan, proposed projects of the Council and importantly rating impact and proposed rating structure to apply during the year. The Newsletter also reaffirmed the location, time and date of the public forums / public meetings.

Copies of the Annual Business Plan and Budget were made available from Council’s

offices at 19 Wilson Street, Berri, Library and Customer Service Centre in Barwell Avenue Barmera, and Council’s Library and Resource Information Centre Kay Avenue, Berri.



15: SUMMARY In summary, the Annual Business Plan for the 2008/2009 year along with the Budget has been prepared with the current financial environment in mind. Council is very aware of the impact that rate increase due to rapid and inconsistent valuation changes have on the “asset rich but cash poor” sector of our community and on those with limited income such as pensioners and self funded retirees, hence the provision of rate capping rebates and rate remissions where hardship is identified. Thee Annual Business Plan as stated proposes a planning year for future development. With the current economic climate and water restrictions associated with the drought that have been placed on our community, that is having wide economic effect, the basis of Council’s direction is to plan during these times to commence development and growth when the current economic climate recovers. This approach will ensure that the community remains a vibrant place to live, that services are provided to continue to met community needs and that the Council continues on a stable, sustainable platform. The Draft Annual Business Plan 2008/2009 was adopted by the Berri Barmera Council at its meeting of Tuesday, 10 June 2008 as a draft for public consultation purposes.


APPENDIX 1

Functional Structure

CORPORATE AND FUNCTIONAL STRUCTURE

CORP UNITY SERVICES INFRASTRUCTURE SERVICES ENVIRONMENTAL SERVICES

Policies & Proce Library Road Construction / Maintenance Planning & Building Assessment

Legislative Comp Community Transport Parks & Gardens Development / Maintenance Development Planning

Council / Committe Youth Depot Maintenance Environmental Health

By Law Adminis Emergency Services Plant & Machinery Dog and Cat Management Rates & Prop

Grants Commis

Insurance

Tourism

Business Develo

Cemeteries Admin

Open Space Admin Debtors / Cred

Payroll

Information Tech

COUNCIL


SECTION 41 COMMITTEES DEVELOPMENT ASSESSMENT PANEL

Executive Services Financial Management Human Resources Strategic Planning Policy Development Political & Public Relations Accountability Elected Members Community Participation and Consultation Economic Development

Records Manag

ORATE AND COMM

dures

liance

e Meet.

tration

erty Culture and Heritage Street Cleaning Parking Control

sion Community / Social Development Street Lighting Bushfire Prevention

Sport & Recreation Admin. Cemeteries Development / Maintenance Livestock Control

Aged Persons Public Conveniences Riverfront /Foreshore

pment Medical & Health Services Property Maintenance Water and Natural Resources

istration Council Properties Administration Vandalism Animal & Plant Control

istration Customer Service Quarries General Inspections

itors Council Support / Admin Boat Ramps Eff/Drg./ Management / Planning / Maintenance

Risk Management Sport & Recreation Maintenance By-Law Enforcement

nology Contracts Private Works Property Management / Maintenance Leases, Licences & Permits

ement Waste Management Open Space Planning

51

APPENDIX 2 Organisational Structure

ORGANISATIONAL STRUCTURE

CHIEF FINANCE OFFICER EXECUTIVE ASSISTANT

HUMAN RESOURCES / RISK MANAGER

MANAGER INFRASTRUCTURE SERVICES MANAGER ENVIRONMENTAL SERVICES

General Inspector

(1)

Asset / Technical Officer (1)

Personal Admin. Assist (1)

Personal Admin. Assist. (1)

VIC Manager (1)

Parks & Gardens Team (9)

VIC Officers (1)

Community Develop. Officer

(1)

Library / CSC Manager (1)

Property Officer (1)

Administration Customer Service

(7) Infrastructure Contractors

Youth Dev. Officer (.8)

Parks & Gardens Team Leaders

(1)

Infrastructure Maintenance

Team Leader (1)

Infrastructure Construction

Team Leader (1)

Workshop Depot Team Leader

(1)

Infrastructure Maintenance

Team (10)

Infrastructure Construction

Team (7)

Workshop Depot Team (2)

Development Building Officer

(1)

Development Town Planning Officer

(1)

Environmental Health Officer (1)

DEPUTY CHIEF EXECUTIVE OFFICER

Barmera Library Customer Service

Centre (3.7)

Berri Library Resource Information

Centre (5.8)

Office Manager (1)

Effluent / Waste Water Contractors


53

MANAGEMENT STRUCTURE

EXECUTIVE ASSISTANT

CHIEF FINANCE OFFICER

HUMAN RESOURCE /

RISK MANAGER

MANAGER - INFRASTRUCTURE SERVICES

MANAGER - ENVIRONMENTAL SERVICES

LIBRARY / CSC MANAGER

VIC MANAGER OFFICE MANAGER



54

EXECUTIVE SERVICES STRUCTURE


EXECUTIVE ASSISTANT (1)

CHIEF FINANCE OFFICER (1)

HUMAN RESOURCE / RISK MANAGER (1)

DEPUTY CHIEF EXECUTIVE OFFICER (1)

55

CORPORATE AND COMMUNITY SERVICES STRUCTURE

CUSTOMER SERVICE TEAM LEADER

(1)

RECORDS OFFICER

(1)

RATES AND PROPERTY OFFICER

(1)

ACCOUNTS OFFICER

(1)

PAYROLL OFFICER

(1)

LIBRARY / CSC MANAGER

(1)

COMMUNITY DEVELOP. OFFICER

(1)

VISITOR INFO. CENTRE MANAGER

(1)

YOUTH DEVELOPMENT

OFFICER (1)

BERRI LIBRARY RESOURCE INFO.

CENTRE (5.8)

BARMERA LIBRARY CSC TEAM LEADER

(1)

CSO / ADMIN.TRAINEE

(1)

CUSTOMER SERVICE OFFICER

(1)

VIC OFFICERS

(P/T) (1)

VOLUNTEERS

PROPERTY MANAGER

(1)

OFFICE MANAGER (1)

LIBRARY / CSC OFFICERS

(2.7)


NOTE: VIC Officers - 1 FTE to be filled by 2 part time officers

56

CORPORATE AND COMMUNITY SERVICES LIBRARY / CUSTOMER SERVICE CENTRE STRUCTURE

BARMERA LIBRARY CUSTOMER SERVICE CENTRE BERRI LIBRARY & RESOURCE INFORMATION CENTRE

TEAM LEADER (1) TAFE SERVICES

LIBRARIAN (.8) COMMUNITY LIBRARY

TECHNICIAN (1) SCHOOL SERVICES

LIBRARIAN (1)

TAFE LIBRARY / TECHNICIAN OFFICER

(1)

COMMUNITY LIBRARY OFFICER

(1)

SCHOOL LIBRARY OFFICER

(1)

LIBRARY CSC OFFICER

(.5)

LIBRARIAN (.2)

LIBRARY CSC OFFICER

(1)

LIBRARY CSC OFFICER

(1)

MANAGER - LIBRARY & CUSTOMER SERVICE CENTRE


57

ENVIRONMENTAL SERVICES STRUCTURE

MANAGER OF ENVIRONMENTAL SERVICES

PERSONAL ADMIN. ASSISTANT (1)

ENVIRONMENTAL HEALTH OFFICER

(1)

DEVELOPMENT – TOWN PLANNING

OFFICER (1)

DEVELOPMENT – BUILDING

OFFICER (1)

GENERAL INSPECTOR (1)

EFFLUENT / WASTE WATER CONTRACTORS

58

INFRASTRUCTURE SERVICES S RUCTURE

PERSONAL ADMIN ASSISTANT (1)

ASSET / OFFI

INFRASCONTR

PARKS AND GARDENS TEAM

INFRASTRUCTURE MAINTENANCE TEAM

TEAM LEADER (1) TEAM LEADER (1)

PARKS AND GARDENS TEAM

(9)

INFRASTRUCTURE MAINTENANCE TEAM

(10)

MANAGER OF INFRASTRUCTURE

59

T

CHNICAL R (1)

SERVICES

TECE

UCTURE CTORS

INFRASTRUCTURE ONSTRUCTION TEAM

WORKSHOP / DEPOT TEAM

TEAM LEADER (1) TEAM LEADER (1)

WORKSHOP FABRICATION

(1)

WORKSHOP MECHANIC

(1)

INFRASTRUCTURE CONSTRUCTION

TEAM (7)

C

TRA

APPENDIX 3

Project Priorities

MAJOR PROJECTS - EXECUTIVE SERVICES

TITLE DESCRIPTION CORPORATE OBJECTIVE BUDGET TIME

FRAME RESPONSIBLE

PERSON DETAIL Future Direction Planning – Town Centre Renewal Project

To investigate opportunities and issues affecting the town centre of Berri and Barmera for the purposes of reviewing zoning, business and retail gaps opportunities, traffic management and other issues.

ED1; ED2; GF2; EH3; IN2; SC2; SC3.

$170,000 On going CEO / Executive Services Committee

To ensure future opportunities for economic development, provision of community facilities and rationalisation of Council’s facilities and services, a review of Council’s town centre to commence an extensive renewal project will be undertaken. The project will focus primarily on the township of Berri and also the opportunities for the township of Barmera through the following investigations:

• retail gap analysis and opportunities • planning and rezoning • provision of key community facilities • traffic management • opportunities for expansion and redevelopment of existing

areas The project will provide a basis for Council to facilitate and attract development opportunities for the benefit of the area and the Riverland Region. To assist with the project, the Council has engaged the services of a project coordinator along with legal advisers, town planning and other required consultants to provide information to Council for the purposes of undertaking extensive community consultation for the preparation of a town centre renewal project strategy for the future. The strategy integrates with Council’s Strategic Plan and future direction and vision for the community.

Land Purchases – Sporting Facilities

Purchase land parcels surrounding existing sporting facilities

SC3; ED1; IN1 $410,000 (Loan Funds)

June 2009

CEO / Executive Services Committee

Secure land parcels adjacent to existing sporting facilities for opportunity of future expansion.

61

MAJOR PROJECTS - EXECUTIVE SERVICES - Continued


FRAME RESPONSIBLE

PERSON DETAIL Long Term Financial Management Plan and Infrastructure and Asset Management Plan

Develop Long-term Financial Management Plan and Integrated Asset Management Plan to integrate with Councils Strategic Plan and to ensure Financial Sustainability.

GF1; GF2; IN1; IN4.

$92,500 (carry over project)

Nov. 2008

CEO / CFO Amendments to the Local Government Act 1999 which came into operation on 1 Jan. ‘07 require Council to have strategic management plans in place which must address: - the sustainability of its financial performance and position - the maintenance, replacement or development needs for

infrastructure within its area - proposals with respect to debt levels - identification of any anticipated changes that will significantly effect

the activities/operations of Council. Therefore, Council is specifically required to develop and adopt a Long Term Financial Management Plan covering a period of 10 years and an Infrastructure and Asset Management Plan also for a period of 10 years. The purpose of a Long Term Financial Plan is to map out in financial terms the activities that Council proposes to undertake over the medium to long term to ensure a sound ongoing financial position. As Council’s activities are asset-intensive the maintenance, rehabilitation and replacement of assets are critical. For this reason an Infrastructure and Asset Management Plan is required to be developed and maintained. Our Council needs to plan for and ensure that funds are available in the future to maintain assets as required so that they achieve their full intended service life and any unforeseen costs relating to assets are minimised. Long - term Financial Management Plan $20,000 Integrated Asset Management Plan $72,500

62

MAJOR PROJECTS - CORPORATE AND COMMUNITY


FRAME RESPONSIBLE

PERSON DETAIL Major Buildings Upgrade

To undertake works identified with the recently completed major buildings assessment.

SC3; GF2; IN1 $500,000 (Loan Funds) (carry over project)

June 2009

MES / DO-B The major Councils building study identified a broad spectrum of works required to bring the five major buildings into compliance with the various building codes and building fire safety standards. The study assessed the condition of the Bonney Theatre and Hawdon Chambers, The Barmera Recreation Centre, The Berri Council chambers and Town Hall, and the Country Music Hall of Fame. This work is to be managed by a Project Manager. The partially completed asbestos review identified a number of sites within these buildings that will be addressed as a part of the works to be undertaken.

MAJOR PROJECTS - ENVIRONMENTAL SERVICES


FRAME RESPONSIBLE

PERSON DETAIL Waste Water Reuse Project

Availability and Volumetric Charges for wastewater via the Waste Water Reuse Scheme.

EH1; EH4; SC2 $2,043,341 June 2009

MES The Berri Barmera Waste Water Reuse Project incorporates the contractual arrangements between the Council and its water partner, United Utilities Berri Barmera and a range of waste water contributors and treated water end users.

Dog Pound Construction

To construct and relocate a new pound to comply with relevant standards for pounds and OHS&W requirements

SC3; IN1 $ 60,000 June 2009

MES The current dog pound does not comply with current standards. A design has been finalised in readiness for construction of the new pound. It is proposed to situate the new pound on its current site however its location is subject to the waste transfer station location being finalised.

Berri West CWMS Extension

To extend and upgrade CWMS infrastructure in the Berri West area in preparation for further residential development

ED1; IN1: IN2; EH3; IN3

$500,000 (Grant Funds)

December 2008

MES / Contractor To facilitate future residential land development within the Berri West area it is essential for Council to expand its CWMS infrastructure to accommodate the considerable increase in usage. Funding has been received from the Local Government Assocation towards the construction of an effluent pump station and further funding will be sought as development commences.

63

MAJOR PROJECTS - INFRASTRUCTURE SERVICES


FRAME RESPONSIBLE

PERSON DETAIL Jarvis Street Open Space Development

The development of a passive recreation area adjacent to the new Jarvis Street residential development.

IN1; SC2 $60,000 (Developer Contribution)

June 2009 MIS / MES /Team Leader Parks and Gardens

The funding for the development of open spaces has been provided by the developer of the Jarvis Street residential allotments as a condition for the development being approved. The funds are available for Council to be utilised on any open space however Council have elected to develop a recreation area adjacent to the developed site.

Public Conveniences – Vaughan Terrace Toilets Upgrade

Upgrade of Vaughan Terrace toilets and surrounds

SC3 $ 180,000(Loan Funds)

November 2008

MIS / MES Upgrade of Vaughan Terrace toilet facilities and general aesthetics of the building and surrounds. This project is carried over from the previous year.

Waste Transfer Station Implement a waste transfer station facility at the Monash dump site.

EH2: EH4; SC2 $300,000

On Going MIS Funds have been received from Zero Waste SA Funding Program for the establishment of a waste transfer station at the Monash landfill site. Implementation of a waste transfer station is a mid to long term project which will take some time to complete.

Lake Bonney Foreshore Development

Implement initial stages of the Lake Bonney Foreshore Development Plan

SC1; SC2; SC3 $200,000 November 2008

MIS/MES Grant funds of $100,000 have been received from State Government to commence the planned Lake Bonney Foreshore Development. This includes preparation and paving of a plaza precinct adjacent to the Barmera Monash Football Club.

Berri Riverfront Pontoons Upgrade

Upgrade of pontoons at the boat landing along the Berri Riverfront

SC3; GF5 $50,000 October 2008

MIS Upgrade the pontoons located at the boat landing along the Berri Riverfront to ensure the safe access and egress of boat users on River Murray.

McKay Road Realignment

Construction of McKay Road Realignment by contractors

SC2; IN1 $810,000 (Grant and Loan Funds)

Stage 1 December 2008

MIS Continuation of the realignment of McKay Road utilising funding received from the Special Local Roads Programme.

Infrastructure Upgrades – Footpath / Gopher Routes Construction

Continued upgrade of footpaths and gopher routes within townships

IN1; SC2 $192,800 April 2009 MIS/ Team Leader Infrastructure Construction

Construction of footpath upgrades within the Berri and Barmera townships. Berri - Crawford Terrace - Coneybeer to Roundabout Crawford Terrace – Roundabout to Worman Street Worman Street – Crawford to Keally Street Barmera – Sturt Street – Nookamka Terrace to Bice Street Nookamka Terrace – Pascoe Terrace to MacGillivray Street Loveday - Morris Street.

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CORPORATE SERVICES - CAPITAL PROJECTS


FRAME RESPONSIBLE

PERSON DETAIL Information Technology

Continued upgrade and replacement of computer hardware.

LG2 & LG3; CS2; IP1 & IP3.

$40,000 Hardware

June 2009

CFO The continual upgrade and replacement of computer equipment hardware, including 2 servers, is essential due to the limited useful lifespan of various computer hardware.

Information Technology Infrastructure Upgrade

Computer Room Upgrade and other general office refurbishments

LG2; LG3; IP1; IP2; IP3

$46,500 June2009

CFO Computer room upgrade including racking of servers and the facilitation of future network requirements. Security duress alarm systems input at each council location.

COMMUNITY SERVICES - CAPITAL PROJECTS


FRAME RESPONSIBLE

PERSON DETAIL Berri and Barmera Libraries Furniture & Fittings, Plant & Equipment

Replace and upgrade various items of plant and equipment as required.

LG1; LG2; LG3 $46,651 June 2009

DCEO/ Manager Libraries

Purchase of various plant and equipment as required including the relocation of front entrance at Barmera Library and Customer Service Centre to provide more space for customers.

District Entrance Signage Programme of replacing existing town entry signs.

ED3; SC3 $25,000 Ongoing MES Current town entry signs are dated and in need of replacement. New signage is to provide a consistent entry statement for all towns of our district. This will be part of a 3 year project.

INFRASTRUCTURE SERVICES – CAPITAL PROJECTS


FRAME RESPONSIBLE

PERSON DETAIL Cemetery Upgrade Works – Furniture/Vaults

Supply and installation of furniture within the Berri and Barmera Cemeteries

SC3 $ 8,000 June 2009 Team Leader Infrastructure Maint.

In order to fulfill community aspirations towards maintaining the local cemeteries in pristine condition council has decided to allocate funds for suitable furniture. Funds have also been put aside for the purchase of a vault to have on hand as and when required.

Berri Marina Upgrade Installation of electricity supply to Marina

SC3 $ 10,000 June 2009 MIS/Team Leader Infrastructure Maint.

Power source to be made available for recreational users at the Berri Marina.

Martin Bend BBQ Shelters

Installation of 2 shelters and BBQ’s at Martin Bend

SC3 $ 10,000 August2008

Team Leader Parks & Gardens

Installing 2 shelters and BBQs at Martin Bend will enhance the appeal and use of the BBQ’s and provide protection from the weather.

Glassey Park BBQ Shelters

Installation of 3 shelters over BBQ’s at Glassey Park

SC3 $ 15,000 July 2008 Team Leader Parks & Gardens

Installing 3 shelters over the BBQ’s for the comfort of users in times of extreme temperatures.

Infrastructure Upgrades – Road Resealing

Resealing of Council’s roads as per resealing program

SC2; IN1 $200,000 November 2008

MIS / Team Leader Infrastructure Maint.

Constructions of resealing program to ensure that existing sealed roads are resealed in a timely manner. An amount of $100,000 for supplementary road to recovery funding has been allocated for cold overlay reseal treatment.

Infrastructure Upgrades – road Resheeting/Rerubbling

Resheeting/rerubbling of Council’s unsealed district roads as per program

IN1; CS2 $150,000 April 2009 Team Leader Infrastructure Const.

Resheeting/rerubbling of Council’s district roads as per program.

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INFRASTRUCTURE SERVICES - CAPITAL PROJECTS - Continued


FRAME RESPONSIBLE

PERSON DETAIL Infrastrucure Upgrades – Road Construction

Construction of Council roads as per programme.

SC2; IN1 $372,000 June 2009 MIS / Team Leader Infrastructure Const.

$ 60,000 – McBride Street (Partly funded by developer) $ 70,000 – Service Road, Riverland Bricks $ 94,000 – Mills Road sealing (Roads to Recovery Funding) $ 148,000 – Hoskin Road Traffic Management (Roads to Recovery Funding and other funding via Black Spot Program)

Kerbing & Verge Sealing Berri and Barmera

Construction of Council kerbs and verges as per programme.

SC2; IN1 $53,200 November 2008

MIS / Team Leader Infrastructure Const.

Installation of kerb and watertable, drainage and general tidy up of several road verges. Barmera: MacGillivray Street – Langdon Terrace to Tonkin Avenue Berri: Rear Lane Entry to Police Station Seekamp Street Cobdogla: Dolan Street – Shueard Road

Plant Operations – Plant and Machinery and Small Plant Purchases

Purchase of major plant and replacement of several items of minor / small plant

IP3 $233,600 July 2008 (Loan Funds)

MIS 2 Trucks – Parks & Gardens, Construction 2 Mowers – Parks & Gardens small plant purchases as required.

EXECUTIVE SERVICES – OPERATIONAL PROJECTS


FRAME RESPONSIBLE

PERSON DETAIL Barmera Sporting and Community Facilities Planning

The review of sporting and community facilities within the township of Barmera located on and adjacent to the main Barmera town and Bruce ovals

SC1; SC2; SC3 $10,000 (carry over project)

June 2009 CEO/DCEO/Corporate and Community Services Committee

The project involves a review of sporting and community facilities adjacent to the main Barmera town oval and Bruce oval. With a number of buildings and facilities within these areas requiring upgrade in the near future, the project will determine the opportunities for amalgamation of facilities within common areas along with the upgrade of these facilities to meet the needs of the organisations and the community. Community partnerships and grant funding will be explored to assist with the overall funding of the redevelopment of sporting and community facilities within the area in accordance with other arrangements the council has been involved with the development of similar facilities.

Lake Bonney Youth Camp Development

Development of the Lake Bonney Youth Camp land for residential development.

ED2 $20,000(carry over project)

June 2009 CEO The project involves the finalisation of agreement with the appointed developer for the residential development of the land and to pursue the revocation of community land status in the land to enable the development to proceed.

66

CORPORATE SERVICES - OPERATIONAL PROJECTS


FRAME RESPONSIBLE

PERSON DETAIL Records Management

Review records management practices and facilities to ensure compliance with standards

LG3; IP2; IP3 $10,000 30 June 2009

DCEO Compliance with State Records legislation regarding the treatment of and the storage of records must be in place by 2009. A whole range of issues need to be addressed and rectified in order for our Council to be compliant by this time. To assist with the project the skills of a qualified records specialist will be engaged to guide Council in its records management requirements. The project will provide a report and detailed actions for implementation by Council to ensure compliance.

Information Technology

Upgrade computer software, licencing agreements and ensure maintenance agreements are in place

LG2 & LG3; CS2; IP1; IP2 & IP3.

$81,500

30 June 2009

CFO Council’s ongoing Microsoft licensing agreement is at a substantial cost however it is necessary in order to ensure our network remains up to date and current. Licencing is calculated on the number of users of the system and due to the obsolescence of the Microsoft software utilised by Council various upgrades are necessary. The outsourcing of IT maintenance and support is necessary due to the specific knowledge and skills required to ensure effectiveness and efficiency of our network systems. To maintain and ensure council’s assets are recorded at an accurate level including recording financial information relating to assets as required by Australian Accounting Standards and upgrade to our asset management software is necessary. Sundry Computer Software $20,000 Mapping Software $16,000 Asset Management Software $40,000 Website Development $5,500

67

COMMUNITY SERVICES - OPERATIONAL PROJECTS


FRAME RESPONSIBLE

PERSON DETAIL Berri Indoor Recreation and Community Centre

Investigate the feasibility of the establishment of an indoor recreation and community centre to service the needs of the community and schools within Berri

SC1, SC2, SC3 $40,000 (Half contribution DECS)

December 2008

DCEO / Contractor The project is to prepare a feasibility study including concept plans for the establishment of an indoor recreation and community centre to be located on land purchased by Council during 2006 adjacent to Glassey Park and the Glossop Senior School Campus to meet both educational and community needs. In addition the study will identify funding sources via Government Grants, DECS, Community and Council, and investigate appropriate management structures for the centre operations. Further the study will provide an indication of the annual operating expenditure and long term replacement costs. The feasibility will integrate with the proposal to upgrade schools within Berri and to provide long awaited recreational facilities for both schools and the community. The project also integrates with the amalgamation and development of sporting facilities in the Glassey Park area.

Berri Centenary Celebrations

Planning of centenary celebrations to be held in 2011.

SC1; SC2; EH3; ED3; CS1

$21,000 Ongoing DCEO/LibraryManager

Berri’s centenary will be celebrated in 2011. To commemorate this event Council are facilitating the Berri Centenary Committee to organise and promote the event. It is envisaged that the history of Berri will be recorded by the production of a book and numerous events will be held to recognise the milestone. For the centenary celebrations to be successful, planning and financial commitments are necessary at this early stage.

Seniors Month A joint project between the Berri Barmera Council and the Berri Senior Citizens Club to provide information available to seniors of the region.

SC1; SC2; CS1 $5,000 November 2008

DCEO/CDO Seniors month forum will be held at the Senior Citizens Centre in Berri as a joint project between the Berri Barmera Council and Berri Senior Citizens Club as a cultural, social and educational activity. The forum will provide information on the services available to senior residents including some professional services such as accountants, financial advisors, medical and legal.

Community Land Review

The review of Council’s Community Land Classifications, Management Plans for Community Land, Council’s Community Land registers and the identification of land that is surplus to Council’s requirements

SC3; GF2; IP3 $10,000 (carry over project)

June 2009

DCEO/Property Officer

The community land review will involve the review of Council’s land register and holdings of both community and non-community land. The project will also involve the review and preparation of future Community Land Management Plans to ensure that all plans reflect the nature and management of Community Land for which they apply to and that the principles of managing the land are in accordance with the requirements of the Local Government Act. In addition, the project will also review land holdings currently owned by Council that are surplus to requirements and which will be earmarked for future disposal. This will also involve identifying those parcels of land that will require revocation of community land status to either reflect their appropriate management or to enable their disposal. The project will ensure that Council complies with the requirements of Chapter 11 – Part 1 of the LG Act, 1999 that establishes the legal compliance and requirements of Council in managing both non community land and community land.

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ENVIRONMENTAL SERVICES – OPERATIONAL PROJECTS


FRAME RESPONSIBLE

PERSON DETAIL Waste Water Management - Re Use Scheme Irrigation Trial

Research commercial application of Arunda donax or giant reeds.

SC3, EH1 $20,000 On-going MES / DCEO / Contractor

As a consequence of the Waste Water Reuse Project, Council has initiated a trial plantation of giant reeds using the treated waste water. The giant reeds have the potential to yield bio-fuel, sources for combined heat and power generation, paper and pulp and associated economic benefits to the region. Relationships with private companies have been developed in support of this project and Council’s role is now to further investigate other potential industries and/or opportunities that arise from this project. Potential options are being explored to lease the land and project to a private concern.

Berri Eastern Approach Industrial Project

Further planning for infrastructure for the industrial area east of Berri

GF4, GF5 $10,000 Ongoing MES / Contractor This project is an extension of the Berri Eastern Approach Urban Design and Infrastructure Study and seeks to attract industries to the industrial land that would allow council to access available funding for the provision of infrastructure.

Berri West Residential Progress

Co-ordinate and plan infrastructure needs relating to residential property development on the western side of Berri.

ED1, ED2, IN1, IN2

$10,000 Ongoing MES / Contractor The Berri West Residential Progress Project relates to the forward planning of infrastructure needs and orderly development of the presently undeveloped residential zone on the western side of Berri. Council’s role is as facilitator to encourage the various land owners to work together to achieve a quality development.

Asbestos Hazard Removal – Council Buildings

Removal of asbestos from Council buildings including those identified as being a priority in the recently completed asbestos audit.

GF4, GF5 $15,000 Ongoing MES, DO-B To undertake the removal of asbestos products identified in the recent audit of buildings that have a high priority.

Berri Riverfront Concept Plan

To develop a plan for the Berri Riverfront

SC2; SC3; ED3; IN1

$20,000 June2009

MES To provide a plan for the redevelopment of the Berri Riverfront area in line with the Berri Town Centre Renewal Plan.

Section 30 Development Plan Review

Review of the Development Plan required every 3 years

GF1 $30,000 June2009

MES The Development Act requires a review of the development plan every 3 years. Our last review was conducted in 2004.

Lake Bonney Management Plan (Land & Water)

To develop a management plan for Lake Bonney, Barmera.

SC2; SC3; ED3 $15,000 Ongoing MES To produce a management plan that incorporates both water and land use at Lake Bonney Barmera. This is subject to Council establishing a Lake Bonney Management Committee.

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INFRASTRUCTURE SERVICES - OPERATIONAL PROJECTS


FRAME RESPONSIBLE

PERSON DETAIL Cemetery Upgrade Works –Memorial Crosses and Extension

Installation of Memorial Crosses and extension of the Berri lawn cemetery

SC3 $ 12,600 November2008

Team Leader Infrastructure Maint./ Team Leader Parks & Gardens

In order to fulfill community aspirations towards maintaining the local cemeteries in pristine condition council has decided to allocate funds for suitable memorial plaques. Extension to the Berri Lawn Cemetery is required.

2 Lane Boatramp Design – Lake Bonney

Design of a 2 lane boat ramp to replace the temporary boat ramp at Lake Bonney.

SC3; IN1; CS2; GF5

$ 20,000 June 2009 MIS/MES Since the closure of Lake Bonney the existing boatramps have been exposed creating liability and risk issues. Council have installed a temporary boat ramp to facilitate use of the lake as water levels recede. A design of a 2 lane boat ramp will be undertaken to replace the temporary boatramp for the benefit of the community and recreational users of the lake. The design of the boat ramp will need to take into account any final water levels of the lake as a result of its closure.

School Safe Routes Installation of safe school crossings.

CS1; IN1; GF5 $ 20,000 June 2009

MIS Installation of school crossings at Cobdogla Primary School and Berri Primary School to ensure the safety of school children while walking to and from the school grounds.

Denny Street Carpark Installation of a boom gate. CS2 $ 35,000 December 2008

MES The installation of a boom gate at the entrance of the Denny Street Carpark to ensure only eligible permit holders access the parking facilities. Also minor works to demolish an old structure within the parking area to make way for additional parking spaces.

Regional Waste Management Strategy and Future Planning

Development of a Regional Strategy to assist with council’s future direction regarding waste management, recycling and facilities

EH2; EH4; SC2 $ 25,000 (carry over project)

Ongoing MIS/CEO In line with State Government drive towards waste minimisation Council is working with the Murray Mallee Local Government Association Waste Management Committee and the Riverland Councils as a sub region for assisting with further investigation, coordination and public educational works relating to various waste management aspects and recycling activities. The project will also include the preparation of management and closure plans for councils landfill sites, along with planning of waste transfer station, enhanced recycling facilities and regional landfill site. Councils future planning will be integrated with the Riverland Councils regional approach.

Stormwater Drainage Study

District wide stormwater drainage study to identify condition of drainage network assets and establish upgrade and replacement programs

IN1; SC2; GF2 $100,000 (carry over project)

Ongoing MIS/Team LeaderInfrastructure Construction

Study to identify the deficiencies in the existing stormwater drainage infrastructure and propose changes and improvements in order to improve the stormwater flow and alleviate/minimise any future flooding. The project will also identify the condition of drainage assets that will link with the Integrated Asset Management Plan and Financial Management Plan, and will enable the development of future capital works programs that will be linked with future Annual Business Plans and Budgets.

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INFRASTRUCTURE SERVICES - OPERATIONAL PROJECTS - Continued Drought Recovery – Parks and Gardens

Attend to Parks and Gardens that are affected by drought and water restrictions.

IN1; GF5; EH4 $20,000 Ongoing MIS/ Team Leader Parks and Gardens

Re-establishment of parks and gardens that have been affected by the drought and water restrictions. This will be an ongoing project until such time as water restrictions have been eased and/or drought has ended.

Relocation Bitumen Tank and other Plant Modifications

Bitumen Tank relocation within Depot

GF4 $ 50,000 July 2008 MIS Relocate bitumen tank to a more suitable location within the depot with appropriate bunding as per EPA regulations and remove risks.

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APPENDIX 4

Income Statement, Balance Sheet, Statement of Equity and Statement of Cashflows

APPENDIX 6

Loan Schedule

APPENDIX 7

Rate Rebate Policy 2008 / 2009 Rate Capping Rebate Policy 2008 2009

Rate Remission Policy 2008 / 2009

RATE REBATE POLICY

INTRODUCTION: It is the policy of the Berri Barmera Council that a rebate of rates in respect of any rateable land in the Council area will be available only when the applicant satisfies the requirements under the Local Government Act 1999 and, where appropriate, the requirements of this Policy. AIM OF POLICY: This policy has been developed in accordance with the Local Government Act 1999, Chapter 10, Division 5 (Sections 159 to 166) in providing the community with the grounds upon which a person or body may be entitled to receive a rebate of rates. INTEGRATION WITH CORPORATE OBJECTIVES: The Policy integrates and satisfies Council Corporate Objectives CS2 and GF1 as per the Strategic Plan 2006, which is stated below: CS2 – Customer Satisfaction

Ensure efficient and effective service delivery and customer service to meet community needs that integrates with the community service obligations.

GF1 – Governance & Finance

Ensure transparent, accountable, compliant and sustainable governance through open measurement and performance reporting against established criteria.

FRAMEWORK FOR POLICY

1. Preface

1.1 The Local Government Act 1999 (“the Act”) sets at Chapter 10, Division 5 (Sections 159 to 166) those provisions applicable to the Council granting a rebate of rates to persons or bodies.

1.2 The Council has decided to adopt a Policy to assist it in its decision making functions relative to the operation of the rate rebate provisions contained in the Act.

1.3 This Policy is intended to provide guidance to the community as to the grounds upon which a person or body is, or may be entitled to receive a rebate of rates and the maters that the Council will take into account in deciding an application for a rebate.

1.4 In accordance with the rebate provisions contained in the Act, this Policy sets out the type of use in respect of land which the Council must grant a rebate of rates and the amount that rebate

Rate Rebate Policy REF : R21

83

must be, and those types of land use where the Council has a discretion to grant a rebate of rates.

2. Local Government Act, 1999

2.1 Section 159(3) of the Act provides that the Council may grant a rebate of rates under the Act if it is satisfied that it is appropriate to do so.

2.2 The Act provides for a mandatory rebate of rates in specified cases and the amount of that mandatory rebate (see Clause 3 below).

2.3 The Act also provides that where the Council must grant a rebate of rates under the Act, and the amount of that rebate is fixed by the Act at less than 100%, the Council may increase the amount of the rebate.

2.4 The Act provides, at Section 66 for the Council to provide a discretionary rebate of rates in the cases set out in that Section.

3. Mandatory Rebates

3.1 The Council must grant a rebate in the amount specified in respect of those land uses which the Act provides will be granted a rebate.

3.2 Rates on the following land will be rebated by 100%:

3.2.1 Health Services Land being predominantly used for service delivery or administration by a hospital or health centre incorporated under the South Australia Health Commission Act 1976;

3.2.2 Religious Purposes Land containing a church or other building used for public worship (and any grounds), or land solely used for religious purposes;

3.2.3 Public Cemeteries Land being used for the purposes of a pubic cemetery.

3.2.4 Royal Zoological Society of SA Land (other than land used as domestic premises) owned by, or under the care, control and management of, the Royal Zoological Society of South Australia Incorporated.

3.3 Rates on the following land will be rebated at 75%:

3.3.1 Community Services Land being predominantly used for service delivery and administration by a community services organisation. A “community services organisation” is defined in the Act as a body that -

3.3.1.1 is incorporated on a not for profit basis for the benefit of the public; and

3.3.1.2 provides community services without charge or for a charge that is below the cost tot eh body of providing the services; and

3.3.1.3 does not restrict its services to persons who are members of the body.


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The Act further provides that eligibility for a rebate by a community services organisation is subject to it providing one or more of the following community services:-

3.3.1.4 emergency accommodation; 3.3.1.5 food or clothing for disadvantaged persons (i.e., persons who are

disadvantaged by reason of poverty, illness, frailty, or mental, intellectual or physical disability);

3.3.1.6 supported accommodation (i.e., residential care facilities in receipt of Commonwealth funding or accommodation for persons with mental health, intellectual, physical or other difficulties who require support in order to live an independent life);

3.3.1.7 essential services, or employment support, for persons health disabilities, or with intellectual or physical disabilities;

3.3.1.8 legal services for disadvantaged persons;

3.3.1.9 drug or alcohol rehabilitation services; or

3.3.1.10 the conduct of research into, or the provision of community education about, diseases or illnesses, or the provision of palliative care to persons who suffer from diseases or illnesses.

It is necessary for a community services organisation to satisfy one or more of the above criteria to be entitled to the mandatory 75% rebate.

3.3.2 Educational Purposes 3.3.2.1 Land occupied by a government school under a lease or licence and being

used for educational purposes; or

3.3.2.2 Land occupied by a non-government school registered under Part 5 of the Education Act 1972 and being used for educational purposes; or

3.3.2.3 Land being used by a University or University College to prove accommodation and other forms of support for students on a not for profit basis.

3.4 Where the Council is satisfied from its own records or from other sources that a person or body meets the necessary criteria for a mandatory 100% or 75% rebate, the Council will grant the rebate of its own initiative. Where the Council is not so satisfied it will require the person or body to apply for the rebate in accordance with Clause 5 of this Policy.

3.5 Where a person or body is entitled to a rebate of 75% the Council may, pursuant to Section 159(4) of the Act, increase the rebate up to a further 25%. The Council may grant the further 25% rebate upon application or on its own initiative. In either case the Council will take into account those matters set out in Clause 5.3 of this Policy and may take into account any or all of those matters set out in Clause 5.4 of this Policy.

3.6 Where an application is made to the Council for a rebate of up to a further 25% the application will be made in accordance with Clause 5 of this Policy and the Council will provide written notice to the applicant of its determination of that application.


85 4. Discretionary Rebates

4.1 The Council may in its absolute discretion grant a rebate of rates or service charges in any of the following cases pursuant to Section 166 of the Act –

4.1.1 where it is desirable for the purpose of securing the proper development of the area (or a part of the area);

4.1.2 where it is desirable for the purpose of assisting or supporting a business in its area;

4.1.3 where it will be conductive to the preservation of buildings or places of historic significance;

4.1.4 where the land is being used for educational purposes;

4.1.5 where the land is being used for agricultural, floricultural or floricultural exhibitions;

4.1.6 where the land is being used for a hospital or health centre;

4.1.7 where the land is being used to provide facilities or services for children or young persons;

4.1.8 where the land is being used to provide accommodation for the aged or disabled;

4.1.9 where the land is being used for a residential aged care facility that is approved for Commonwealth funding under the Aged Care Act 1987 (Commonwealth) or a day therapy centre;

4.1.10 where the land is being used by an organisation which, in the opinion of the Council, provides a benefit or services to the local community.

4.1.11 where the rebate related to common property or land vested in a community corporation under the Community titles Act 1996 over which the public has a free and unrestricted right of access and enjoyment; and

4.1.12 where the rebate is considered by the Council to be appropriate to provide relief against what would otherwise amount to a substantial change in rates payable due to a change in the basis of valuation used for the purposes of rating, rapid changes in valuations, or anomalies in valuations.

4.2 The Council may grant a rebate of rates up to and including 100% of the relevant rates or service charges. The Council may grant a rebate for a period exceeding one year, but not exceeding 10 years in respect of those cases identified at 4.1.1, 4.1.2 or 4.1.11 above.

4.3 The Council has an absolute discretion:-

4.3.1 to grant a rebate of rates or service charges in the above cases; and

4.3.2 to determine the amount of any such rebate.

4.4 Persons who, or bodies which seek a discretionary rebate will be required to submit an application form to the Council and provide to the Council such information as stipulated on the application form and any other information that the Council may reasonably require.


86 5. Applications

5.1 The Council will inform the community of the provisions for rate rebate under the Local Government Act by the inclusion of suitable details in the Rating Policy Summary distributed with the annual rate notice.

5.2 Persons or bodies who seek a rebate of rates (and/or service charges) either:-

5.2.1 pursuant to Section 159(4) of the Act and Clause 3.4 of this Policy; or

5.2.2 pursuant to Section 166 of the Act and Clause 4.3 of this Policy, must make written application to the Council pursuant to Section 159(1) of the Act in the manner and form determined by the Council and supplying such information as the Council may reasonably require.

5.3 Application forms may be obtained from the Council office located at either the Berri Office (19 Wilson Street, Berri) or the Barmera Office (Barwell Avenue, Barmera).

5.4 The Council will take into account, in accordance with Section 159(5) of the Act, the following matters:-

5.4.1 the nature and extent of Council services provided in respect of the land for which the rebate is sought in comparison to similar services provided elsewhere in the Council’s area;

5.4.2 the community need that is being met by activities carried out on the land for which the rebate is sought, and

5.4.3 the extent to which activities carried out on the land for which the rebate is sought provides assistance or relief to disadvantaged persons.

5.5 The Council may take into account other matters considered relevant by the Council including, but not limited to, the following:-

5.5.1 why there is a need for financial assistance through a rebate;

5.5.2 the level of rebate (percentage and dollar amount) being sought and why it is appropriate;

5.5.3 the extent of financial assistance, if any, being provided to the applicant and/or in respect of the land by Commonwealth or State agencies;

5.5.4 whether the applicant has made/intends to make applications to another Council;

5.5.5 whether, and if so to what extent, the applicant is or will be providing a service within the Council area;

5.5.6 whether the applicant is a public sector body, a private not for profit body or a private or profit body;

5.5.7 whether there are any relevant historical considerations that may be relevant for all or any part of the current Council term;


87

5.5.8 the desirability of granting a rebate for more than one year in those circumstances identified at Clause 4.2 of this policy;

5.5.9 consideration of the full financial consequences of the rebate for the Council;

5.5.10 the time the application is received;

5.5.11 the availability of any community grant to the person or body making the application;

5.5.12 whether the applicant is in receipt of a community grant; and

5.5.13 any other matters, and policies of the Council, which the Council considers relevant.

5.6 All persons who or bodies which wish to apply to the Council for a rebate of rates must do so on or before 31st May, 2007. The Council reserves the right to refuse to consider applications received after that date. However, applicants which satisfy the criteria for a mandatory 100% rebate will be granted the rebate at any time.

5.7 The Act provides the Council may grant a rebate of rates or charges on such conditions as the Council thinks fit.

5.8 The Council may, for proper cause, determine that an entitlement to a rebate of rates under the Act no longer applies.

Where an entitlement to a rebate of rates ceases or no longer applies during the course of a financial year, the Council is entitled to recover rates, or rates at the increased level (as the case may be) proportionate to the remaining part of the financial year.

5.9 It is an offence for a person or body to make a false or misleading statement or representation in an application or to provide false or misleading information or evidence in support of an application made (or purporting to be made) under the Act.

The maximum penalty for this offence is $5,000.

5.10 If a person or body has the benefit of a rebate of rates and the grounds on which the rebate gas been granted cease to exist, the person or body must immediately inform the Council of that fact and (whether or not the Council is so informed) the entitlement to a rebate ceases. If a person or body fails to do so that person or body is guilty of an offence.

The maximum penalty for this offence is $5,000.

5.11 The Council will, in writing, advise an applicant for a rebate of its determination of that application within sixty (60) business days of receiving the application or of receiving all information requested by the Council. The advise will state:-

5.11.1 if the application has been granted, the amount of the rebate;

or

5.11.2 if the application has not been granted, the reasons why.


88 6. Delegation

The Council has delegated its powers, pursuant to Section 44 of the Act, to grant applications for mandatory rebates which met the requirements of the Act.

7. Review

A person who or a body which is aggrieved by a determination of the Council in respect of an application for a rebate may seek a review of that decision in accordance with the Council’s Internal Review of Council Decisions Procedure Policy within sixty (60) days of the date of the notice of determination which is given pursuant to Clause 5.11 of this Policy.

8. Availability of Policy

This Policy is available for inspection at the Council Offices and persons may obtain a copy of this Policy upon payment of the fee set by the Council.

9. Adoption

This Policy was adopted at the Council meeting held on the 22nd day of July, 2008, being resolution number 1600/08 of the Council meeting.

10. Review

The Policy will be reviewed annually in May or June to coincide with Council adopting its Annual Budget and declaring the Annual Rates.


89 7.69.3

RATE REBATE APPLICATION FORM FOR THE 2008/2009 FINANCIAL YEAR

Details of Applicant Name ................................................................................................................................................................ Address ............................................................................................................................................................. ........................................................................................................................................................................... Telephone ........................................................................................................................................... If the Applicant is not a natural person, please provide details of a contact person for the Applicant Name ................................................................................................................................................................ Address ............................................................................................................................................................. ........................................................................................................................................................................... Telephone ......................................................................................................................................................... Details of Land Certificate of Title Reference ............................................................................................................................ Address ............................................................................................................................................................. ........................................................................................................................................................................... Owner of Land (if not you) ................................................................................................................................


90 Categories of Rebate

Please tick the category of rebate under which you are seeking a rebate –

Mandatory – to be rebated 100%

Health Services – Land being predominantly used for service delivery or administration by a hospital or health centre incorporated under the South Australia Health Commission Act 1976;

Religious Purposes – Land containing a church or other building used for public worship (and any grounds), or land solely used for religious purposes;

Public Cemeteries – Land being used for the purposes of a public cemetery;

Royal Zoological Society of SA – Land (other than land used as domestic premises) owned by, or under the care, control and management of, the Royal Zoological Society of South Australia Incorporated.

Mandatory – to be rebated 75%

Community Services – Land being predominantly used for service delivery and administration by a community services organisation.

Does your organisation satisfy the following –

is incorporated on a not for profit basis for the benefit of the public; and

provides community services without charge or for a charge that is below the cost to the body of providing the services; and

does not restrict its services to persons who are members of the body.

If you have ticked (a), (b) and (c) above which of the following services does your organisation provide –

emergency accommodation;

food or clothing for disadvantaged persons (i.e., persons who are disadvantaged by reason of poverty, illness, frailty, or mental, intellectual or physical disability);

supported accommodation (i.e., residential care facilities in receipt of Commonwealth funding or accommodation for persons with mental health, intellectual, physical or other difficulties who require support in order to live an independent life);

essential services, or employment support, for persons with mental health disabilities, or with intellectual or physical disabilities;

legal services for disadvantaged persons;

drug or alcohol rehabilitation services; and/or

research into, or community education about, diseases or illnesses, or palliative care to persons who suffer from diseases or illnesses.

Other – please specify

Educational Purposes


91

Which of the following criteria apply –

land occupied by a government school under a lease or licence and being used for educational purposes; or

land occupied by a non-government school registered under Part 5 of the Education Act 1972 and being used for educational purposes; or

land being used by a University or University College to provide accommodation and other forms of support for students on a not for profit basis.

Discretionary

The Council may in its discretion grant a rebate of rates or service charges in any of the following cases. Please indicate which of the following is applicable to your application –

the rebate is desirable for the purpose of securing the proper development of the area (or a part of the area);

the rebate is desirable for the purpose of assisting or supporting a business in its area;

the rebate will be conducive to the preservation of buildings or places of historic significance;

the land is being used for educational purposes;

the land is being used for agricultural, horticultural or floricultural exhibitions;

the land is being used for a hospital or health centre;

the land is being used to provide facilities or services for children or young persons;

the land is being used to provide accommodation for the aged or disabled;

the land is being used for a residential aged care facility that is approved for Commonwealth funding under the Aged Care Act 1987 (Commonwealth) or a day therapy centre;

the land is being used by an organisation which provides a benefit or service to the local community;

the rebate relates to common property or land vested in a community corporation under the Community Titles Act 1996 over which the public has a free and unrestricted right of access and enjoyment;

the rebate is appropriate to provide relief against what would otherwise amount to a substantial change in rates payable by a rate payer due to a change in the basis of valuation used for the purposes of rating, rapid changes in valuations, or anomalies in valuations.


92 Amount of Rebate

If you are seeking a mandatory rebate under Clause 3.2 of this Application, for which you are entitled to a 75% rebate, are you also applying to the Council to increase that rebate?

YES NO

Please specify the amount of rebate that you are applying for –

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If you are applying for a discretionary rebate under Clause 3.3 of this Application, please specify the rebate amount you are applying for.

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Please specify why you (or your organisation) need financial assistance through a rebate and why the amount of rebate you have applied for is appropriate.

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93 Additional Information Required

The Council requires you to attach the following additional information to this Application –

1.2 Where you are seeking a rebate under Clause 3.5 of this Application –

Community Services –

1.2.1 evidence that the land is being used for service delivery and/or administration;

1.2.2 a copy of the organisation’s Constitution and/or other documentation establishing that it is incorporated on a not-for-profit basis;

1.2.3 a copy of the organisation’s latest Annual Report;

1.2.4 evidence that the organisation provides services free of charge or below cost;

1.2.5 evidence that the organisation provides services to persons other than members.

1.3 Where you are seeking a rebate in any other case –

1.3.1 evidence that the land is being used for the purpose for which the rebate is being sought;

1.3.2 information as to whether, and if so to what extent, you (or your organisation) will be providing a service within the Council area;

1.3.3 whether you have made or intend to make an application to another council;

1.3.4 the extent of financial assistance (if any) being provided by Commonwealth or State agencies;

1.3.5 whether you are in receipt of a community grant;

1.3.6 any other information that you believe is relevant in support of this Application.


94 Application Forms

Application forms and all additional information must be submitted to the Council on or before 31 May, 2008.

A failure to submit application forms or to provide the additional information required by the Council to assess the application by the due date may result in the Council refusing to consider the application.


95

IMPORTANT INFORMATION It is an offence for a person or body to make a false or misleading statement or representation in an application or to provide false or misleading information or evidence in support of an application made (or purporting to be made) under the Act. The maximum penalty for this offence is $5,000.00. The Council may grant a rebate of rates or charges on such conditions as the Council thinks fit. If a person or body has the benefit of a rebate of rates and the grounds on which the rebate has been granted cease to exist, the person or body must immediately inform the Council of that fact and (whether or not the Council is so informed) the entitlement to a rebate ceases. If a person or body fails to notify the Council that person or body is guilty of an offence and liable to a maximum penalty of $5,000.00. The Council may, for proper cause, determine that an entitlement to a rebate of rates under the Act no longer applies. Where an entitlement to a rebate of rates ceases or no longer applies during the course of a financial year, the Council is entitled to recover rates, or rates at the increased level (as the case may be), proportionate to the remaining part of the financial year. I declare that the information I have provide on and attached to this application form is true. DATED the day of 2008 Signed ..................................................................


96

LEGISLATIVE FRAMEWORK

THIS POLICY HAS BEEN DEVELOPED IN ACCORDANCE WITH THE LOCAL GOVERNMENT ACT 1999, CHAPTER 10, DIVISION 5, SECTIONS 159-166, AND SETS OUT THE PRINCIPALS OF THE

BERRI BARMERA COUNCIL TO ENSURE CONSISTENCY IN THE PROCESS OF ADMINISTERING RATE REBATES.

ADOPTION AND REVIEW The Policy was adopted at the Council meeting held on 22nd July 2008, being resolution number 1600/08 of the Council meeting. The Policy will be reviewed annually in May and June of each year, with the review being undertaken by Corporate and Community Services Committee and report provided to Council for consideration and adoption. The Policy review process will be undertaken on the following basis: • Has the implementation of the Policy achieved its Aim and satisfied the implementation of the identified

Council Corporate Objectives? • Has the implementation of the Policy been easy to manage and administer without requiring

considerable or additional resources of Council to be used? THIS POLICY WAS FIRST ADOPTED AS A POLICY OF COUNCIL ON ……………………………… DUE FOR REVIEW: ……………………………… REVIEWED AND ADOPTED BY COUNCIL: ………………………………


REF :

RATE CAPPING REBATE POLICY

INTRODUCTION This document sets out the Policy of the Berri Barmera Council for the application of a rate

capping rebate against the general rates for the 2008/2009 financial year. AIM OF POLICY This Policy has been developed in accordance with section 166 (1)(l) of the Local Government Act 1999 where the rebate is considered by the council to be appropriate to provide relief against what would otherwise amount to a substantial change in rates payable by the ratepayer:

(i) due to a redistribution of the rates burden within the community arising from a change to the basis or structure of the council’s rates; or

(ii) due to a change to the basis on which land is valued for the purpose of rating, rapid changes in valuations, or anomolies in valuations.

INTEGRATION WITH CORPORATE OBJECTIVES The Policy integrates and satisfies Council Corporate Objectives CS2 and GF1 as per the Strategic Plan 2006, which is stated below: GF1 – Governance & Finance Ensure transparent, accountable, compliant and sustainable governance through open measurement and performance reporting against established criteria. SC2 – Customer Satisfaction Ensure efficient and effective service delivery and customer service to meet community needs that itegrates with the community service obligations. RATE CAPPING Where the capital value on an assessment has increased resulting in rates payable for the 2008/2009 financial year being 12% or more, greater than the rates due and payable in the 2007/2008 financial year, the Rate Capping Rebate will be automatically applied, to limit the increase to 12%. The rate cap will not apply in the following circumstances:

• ownership of the rateable property has changed since 1 July, 2007; • any such increase in the capital value of the rateable property is a result of improvements made

on the property since 1 July, 2007 with a value in excess of $10,000; • there has been a change of land use, or there have been zoning changes which have contributed

to the increase in valuation.

REF :

Ratepayers who believe they have not received a due rebate can apply to the council in writing stating their reasons and supplying substantiating evidence. All applications must be submitted to Council by the due date of the 1st instalment, being 15th September, 2008. The Council reserves the right to refuse to consider applications received after this date. In this instance rates raised are payable prior to any rebate being applied. FOR FURTHER INFORMATION For further information about the procedure and options available in relation to the above policy, please contact the Rates Officer, Berri Barmera Council, PO Box 229, Berri 5343, Telephone 8582 1922, facsimile 8582 3029. ADOPTION AND REVIEW The Policy was adopted at the Council meeting held on 22nd July 2008, being resolution number 1600/08 of the Council meeting. This Policy will be reviewed and evaluated annually.

REF :

RATE REMISSION POLICY

INTRODUCTION This document sets out the Policy of the Berri Barmera Council for the application of a rate

remission against the general rates for the 2008/2009 financial year. AIM OF POLICY This Policy has been developed in accordance with section 182 (1) of the Local Government Act 1999 which permits the Council, on the application of the ratepayer, to partially or wholly remit rates or to postpone rates, on the basis of hardship. INTEGRATION WITH CORPORATE OBJECTIVES The Policy integrates and satisfies Council Corporate Objectives CS2 and GF1 as per the Strategic Plan 2006, which is stated below: GF1 – Governance & Finance Ensure transparent, accountable, compliant and sustainable governance through open measurement and performance reporting against established criteria. SC2 – Customer Satisfaction Ensure efficient and effective service delivery and customer service to meet community needs that itegrates with the community service obligations. RATE REMISSION Council has agreed to remit a portion of the rates payable by the Principal Ratepayer of an assessment on application to the Council, where the payment of those rates is deemed to cause hardship. To be deemed to cause hardship and for the remission to apply the assessment must be subject to the the following criteria for the 2008/2009 financial year:

• The property is the princpal residence of the ratepayer and is the only property owned by the ratepayer;

• The property has been owned by the ratepayer and has been their principal residence for a minimum of 5 years;

• The ratepayer is able to produce one of the following indentification cards; o Pensioner Concession Card – Centrelink o Pensioner Concession Card – Veteran Affairs o T.P.I. Card – Veteran Affairs;

REF :

o Or they can demonstrate to Council that they are a self funded retiree with an income of less than $35,000 per annum.

The amount agreed to be remitted, in accordance with this policy, for the 2008/2009 is $40 per annum. Applications for a remission must be in writing, addressed to the Chief Executive Officer, Berri Barmera Council, PO Box 229, Berri SA 5343 and include sufficient details to identify the relevant property and support the application. Alternatively an application form is included with this policy and can be accessed from Council’s website at www.berribarmera.sa.gov.au FOR FURTHER INFORMATION For further information about the procedure and options available in relation to the above policy, please contact the Rates Officer, Berri Barmera Council, PO Box 229, Berri 5343, Telephone 8582 1922, facsimile 8582 3029. ADOPTION AND REVIEW This Policy was adopted at the Council meeting held on 22nd July 2008 being resolution number 1600/08 of the Council meeting. This Policy will be reviewed and evaluated annually.

ANNUAL BUSINESS PLAN 2008/2009 · Annual Business Plan – 2008/2009 In addition, budget schedules...

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