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8.2. SR 11-13-2001MEMORANDUM Item 8.2. TO: FROM: DATE: SUBJECT: Mayor and Council ~--/(J~x~ Pat Klaers, City Admi ~,~- NoYember 13,2001 Status of 2002 Budget Proposal The purpose of this agenda item and memo is to provide the City Council with a brief update of the current status of the proposed 2002 general fund budget. The balancing of the 2002 budget has not yet been completed but we are getting closer. Council input on "where we are at and how we got there" would be appreciated. December is the traditional budget approval timeframe and the 2002 budget is scheduled for Council consideration at its December 10, 2001, meeting. At our last City Council budget discussion on September 4, 2001, the general fund was $111,600 away from being balanced. Attached for your information, is the September 4, 2001, summary page from the finance director, which showed how we moved from the July 2 deficit to the September 4 deficit. Also attached are the proposed maximum tax levy resolution approved by the Council on September 4 and an update of the capital outlay (equipment) list. Recently the city received information from the county regarding new property values for 2002. Finance Director Lori Johnson has distributed this information to the Council. This material included an update on the status of the city's proposed tax rate. The city rate is increasing from 30.596 to 43.544. Please note that this is only an estimate based on the information provided by the county. A city tax rate in the mid-40's is expected to be commonplace for municipalities in 2002. Regarding our current $111,600 budget problem, please see the attached two pages of possible adjustments. Once again, the problem got slighdy worse before it got better due to some budget omissions and necessary changes. After all the changes, this information shows that the city sdll has a $18,600 budget problem in the general fund and it should be noted that additional budget adjustments are going to be hard to identify. Staff is very reluctant to increase any budget revenues, especially building and construction related revenues, due to a potential downturn in the economy. Some of the budget program additions for 2002 include: hiring another police officer to participate on the drug taskforce, taking over some prosecuting attorney services from the county, and establishing the city recreation program. Two of the budget changes listed in the attachment relate to computers and technology expenses. This issue is generating a great deal of discussion at the staff level. There is some frustration in not being able to adequately plan for computer/technology expenses that are out of their control, or in the case of the police department, which are dictated to them by the State. (We have also used the Council contingency for some of these expenses over the past few years.) We currently have a part-time information technology employee, whom we share with the city of Andover, and Andover and Elk River are nearing the time when both will need full dme employees. In Elk River this will most likely mean another program budget with funding being allocated for some of these unknown types of repairs and upgrades. The City Council should briefly discuss the Todd Besser situation. This police officer got called into active reserves duty and will be gone for at least one year and potentially longer. If the city decides to add another officer to address our police manpower needs, and if Todd comes back in November 2002, then we will have to decide whether or not to retain the other (replacement) officer. If we keep this replacement officer and Todd comes back in November then the budget is short. Wages for this additional officer for the last two months of the year amounts to approximately $8,000 and this is currendy not in the budget. It should be noted that in February we are scheduled to hire the drug task force officer and the replacement officer to address our manpower needs due to Todd leaving for active duty. Each officer, each month equates to $4,000 in expenses. One item not included in the budget at this point, but which is a revenue and expenditure "push", is the underground utilities facility inspector and program. This new 2001 program helps the city deal with construction activities in the public right-of-way. Some type of program is expected to continue in 2002, but it may differ greatly from the 2001 program and more review of 2001 activities is needed before projections can be made for 2002. Some funding and expenditures for this program will be incorporated into the final budget figures that will be presented to the Council on December 10, 2001. The final attachment to this memo is the table of contents from the 2001 budget. Regarding the supplemental budget information section, it should be noted that: · The Council is considering the enterprise budgets on November 13, 2001. · The EDA (and business incubator) and HRA budgets and tax levies have already been considered by the Council. · The library and ice arena budgets were presented to the Council on July 2. · The surface water management, special assessment, and equipment certificate amounts are in the tax levy resolution. · The capital outlay page includes the equipment reserve expenditures. · The landfill and safety budgets have yet to be presented. Please note that neither the landfill or safety budgets impact the tax levy. Funding o£ the landfill budget coming from the landfill waste abatement reserves and the safety expenditures come out o£ the insurance reserves. Last year the safety budget was $15,000. Attachments · 9/4/01 Budget Summary · 9/4/01 Tax Levy Resolution · 9/4/01 Capital Outlay Page · 11/13/01 Budget Update (2 pages) · 2001 Budget Table of Contents s/council/budgetRevicw Beginning Balance 2002 GENERA' -'JND BUDGET Septem, 4, 2001 Revenues Expenditures Balance $ 7,051,700 $ 7,434,000 $ (382,300) Comments July 2 Council Adjustments Delete Optical Imaging Delete Fire Dept. Floor Change to City Recreation Add Drug Task Force Officer Add Police Prosecution Add Fine Revenue Adjusted Balance State Aid Adjustments (New Tax Law) Add Low Income Housing Aid Adjust LGA & HACA Adjusted Balance Levy Limit Adjustments To Balance to Levy Limit PERA Special Levy Tax Abatement Special Levy Capital Outlay Equip Cert. Eligible Patrol Vehicles (2) Investigator Car Street Dept. Truck Tandem Axel Dump Truck Asphalt Hot Patch Trailer Athletic Field Groomer Adjusted Balance Recommended Adjustments Delete CSO Ending General Fund Budget Balance 25,000 115,000 (52,500) (22,500) 52,100 46,500 150,000 7,191,700 7,607,600 (415,900) 9,900 107,600 7,309,200 7,607,600 (298,400) (137,700) 8,855 6,160 (50,000) (24,000) (20,500) (15o,ooo) (16,ooo) (13,000) 7,186,515 7,334,100 (147,585) (36,000) $ 7,186,515 $ 7,298,100 $ (111,585) Fund with Reserves (East ER admin fee.) Fund with FEMA reimbursement Financed through Equipment Certificates (273,500) 8/31/01 RESOLUTION 01 - _59 A RESOLUTION FOR THE CITY OF ELK RIVER A RESOLUTION AUTHORIZING THE PROPOSED PROPERTY TAX LEVY FOR COLLECTION IN 2002 WHEREAS, the Elk River City Council has review the City's anticipated expenditures for all funds in 2002; and, WHEREAS, the Elk River City Council has considered projected revenues for all funds in 2002; and, WHEREAS, revenues from sources other than property taxes are not sufficient to meet anticipated expenditures of all funds. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Elk River that the following amounts are the maximum to be levied as property taxes payable in 2002: General Fund Street Replacement Library Dam Loan Surface Water Management City Special Assessments 1994 Storm Sewer Bonds 2002 Certificate of Indebtedness 2000 Certificate of Indebtedness 1999 Certificate of Indebtedness 1998 Certificate of Indebtedness PERA Employer Rate Increase Economic Development Tax Abatement TOTAL Lew $4,148,144 150,000 67,200 23,000 200,000 26,5O7 113,952 273,500 43,349 36,741 20,880 8,855 6,160 $5,118,288 Passed and adopted by the City Council of the City of Elk River this 4th day of September, 2001. AT,pT: ,,~ ~Sandra A. Peine, City Clerk Steph~nie Klinzing, Mayo~_.,) / Department Mayor & Council Cable TV Administration Finance Elections Planning Govt. Building Police Police Reserve Fire r;mergency Prep. ,~uilding & Environ. Streets Snow Removal Parks Recreation Subtotal 2002 CAPITAL OUTLAY Fundin~l Source General Equipment Equipment Department Item Fund Certificate Reserve Total Optical Imaging System Copy Machine Lease 13,250 13,250 Special Assessment Software 4,000 4,000 Copy Machine Lease Patrol Vehicles (marked) - 2 Squad Video Cameras - 3 Mobile Digital Computers - 5 Investigator Car Voice Playall System 7,200 10,800 23,OO0 3,300 50,000 24,000 118,300 Repair Fire Station Floor Pumper (1997) 43,000 43,000 Siren 13,600 13,600 Truck 22,000 Office furniture for new employee 6,000 28,000 Pickup 20,500 Dump Box 5,200 Tandem Axel Dump Truck 150,000 Asphalt Hot Patch Trailer 16,000 191,700 Athletic Field Groomer 13,000 13,000 $ 94,750 $ 273,500 $ 56,600 $ 424,850 One Time Revenue 52,500 Admin. Project Fees 22,500 FEMA Funds $ 75,000 11/7/01 Capitalo:02 Cap Outlay 2002 BUDGET Results o£ September 4, 2001 Council Meeting: Revenues $7,186,500 Expenditures $7,289,100 Deficit $ 111,600 Additional Issues Since 9-4-01: $ 9,000 $ 4,000 $ 2,000 $ 9,000 Total: $24,000 Police Union Insurance Settlement Computer Repairs in Police Department (Omitted from Budget Request) B/Z Permit Works Software Update (Omitted from Budget Request) Police 2% Aid Revenue Decrease Based on Most Recent Actuals Updated Budget Short Fall... $135,600 ProposM to Address 2002 Budget Shortage: $35,000 $ 7,300 $17,200 $ 4,000 $ 4,000 $ 5,500 $ 2,000 $1,ooo $ 5,000 $ 5,000 $28,000 $3,000 Eliminate B/Z Employee (Environmental Assistant Request) Eliminate B/Z New Employee FF & E Miscellaneous Reductions (see attachment) Start New Police Officer in February Start New Police Officer in February (Todd B. replacement) Reduce Police Supplies as vehicle setup expenses are funded within Equipment Certificates Reduce Elections Personnel Services (part-time judges) Reduce Recreation Personnel Services (within the youth recreation program) Reduce Council Contingency Reduce Street Maintenance Program (Change 2002 Budget to $95,000...2001 Budget at $90,000) Revenue Addition...Landfill Money for Waste Abatement Purposes to offset Street/Park time and equipment dedicated to the Recycling Program (Leaves) Revenue Addition...United Way Contribution to the School Juvenile Program (project alert) Total: $117,000 $18,600 Still Short Amount $ 3OO $ 400 $ 300 $ 500 $ 600 $ 300 $ 400 $ 500 $ 500 $1,000 I~IISCELLANEOUS DEPARTMENTAL CUTS Pro.ram Number 4201 4201 4331 4415 4301 4331 4319 4404 4219 4331 $ 400 4217 $ 5OO 4219 $ 7OO 4331 $2,OOO 4212 $ 500 4401 $ 500 4219 $ 5O0 4331 $1,000 4415 $ 200 4331 $2,000 4212 $ 500 4219 $ 500 4219 $ 300 4219 $1,000 4389 $ 500 4219 $ 300 4212 $1,000 4409 Total: $17,200 Department/Description Cable TV Promotions Administration - General Office Supplies Administration...No State Conference for PK Elections - Polling Location Rental Fees Finance - Audit Energy City- General Planning- Professional Services Government Buildings - Equipment R/M Government Building - General B/Z - Mainly Due to No Environmental Assistant Being Hired Police CSO Uniforms Police - General Police General Police - Fuel Fire - General - Bldg R/M Fire - General Fire - General Streets - Equipment Rental Streets - General Streets - Fuel Equipment Services - General Snow- General Shade Tree - General Parks (Utilities) Parks - General Parks - Fuel Recreation - Youth Initiatives Program (Contractual Services) 4212 = Fuel- Total: Minus $4,300 4219 - Operating Supplies - Total: Minus $4,000 4331 = Conferences/Schools- Total: Minus $3,000 TABLE OF CONTENTS BUDGET MESSAGE ..................................................................................................................................... I SOURCE OF FUNDS ................................................................................................................................... III APPROPRIATION SUMMARY ................................................................................................................. IV BUDGET DETAIL: REVENUES REVENUES NARRATIVE ............................................................................................................................ 2 REVENUE SUMMARY ................................................................................................................................. 4 BUDGET DETAIL: EXPENDITURES MAYOR AND COUNCIL .............................................................................................................................. CABLE TV .................................................................................................................................................... 10 ADMINISTRATION ..................................................................................................................................... 12 ELECTIONS ................................................................................................................................................. 14 FINANCE ...................................................................................................................................................... 16 ECONOMIC DEVELOPMENT .................................................................................................................... 1 LEGAL .......................................................................................................................................................... 20 ENERGY CITY ............................................................................................................................................. 22 PLANNING .................................................................................................................................................. 24 PLANNING COMMISSION ........................................................................................................................ 26 GOVERNMENT BUILDINGS ..................................................................................................................... 28 CONTINGENCY .......................................................................................................................................... 30 BUILDING AND ENVIRONMENTAL ....................................................................................................... 32 POLICE ......................................................................................................................................................... 34 POLICE RESERVE ....................................................................................................................................... 36 FIRE .............................................................................................................................................................. 38 EMERGENCY PREPAREDNESS ............................................................................................................... 40 STREETS ...................................................................................................................................................... 42 EQUIPMENT SERVICES ............................................................................................................................ 44 SNOW REMOVAL ....................................................................................................................................... 46 ENGINEERING ............................................................................................................................................ 48 SHADE TREE ............................................................................................................................................... 50 PARKS .......................................................................................................................................................... 52 RECREATION .............................................................................................................................................. 54 SENIOR CITIZEN PROGRAMS .................................................................................................................. 56 TRANSFERS ................................................................................................................................................. 58 SUPPLEMENTAL BUDGET INFORMATION LIBRARY ...................................................................................................................................................... 62 SURFACE WATER MANAGEMENT ......................................................................................................... 64 CITY SPECIAL ASSESSMENTS ................................................................................................................ 66 ICE ARENA .................................................................................................................................................. 67 EQUIPMENT CERTIFICATES - CAPITAL OUTLAY .............................................................................. 70 EQUIPMENT RESERVE ............................................................................................................................. 72 SANITARY LANDFILL ............................................................................................................................... 74 SAFETY ........................................................................................................................................................ 76 ECONOMIC DEVELOPMENT AUTHORITY ........................................................................................... 78 BUSINESS INCUBATOR ............................................................................................................................ 80 HOUSING AND REDEVELOPMENT AUTHORITY ................................................................................ 82 GARBAGE COLLECTION PROGRAM ...................................................................................................... 84 LIQUOR STORE .......................................................................................................................................... 86 WASTE WATER TREATMENT SYSTEM ................................................................................................ 88 COMPENSATION PLAN RESOLUTION ................................................................................................... 90 CITY TAX LEVY RESOLUTION ............................................................................................................... 95