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7.0. HRSR 08-02-2004 ITEM # 7. • do/ City of Elk River MEMORANDUM TO: Housing & Redevelopment Authority FROM: Catherine Mehelich, Director of Economic Development DATE: August 2, 2004 SUBJECT: Consider Year 2005 Budget and Resolution Regarding HRA Levy Attachments • Budget worksheet—HRA Projected Revenue&Expenses • Resolution establishing the HRA tax levy for collection in year 2005 • Summary The Economic Development Department consists of two separate budgets including: • Economic Development Authority • Housing&Redevelopment Authority In the past the City General Fund supported 20% of the personal service expenses. Starting in 2003 the EDA and HRA levies have been feasible to balance the Economic Development Department without General Fund revenues. HRA revenues are estimated at 10%growth in market value for year 2005. In addition, 2004 revenues include a transfer in from TIF District 16 in the amount of$42,000 to repay the HRA for eligible expenditures related to the King&Main TIF project. In 2004 the Personal Services costs (salaries and benefits) were adjusted from 70/30 percent EDA and HRA respectively, to 60/40 percent. Other common administrative expenses are proposed to be shared by the EDA and the HRA. As in previous years, the HRA would make a one time transfer to the EDA in the amount of$3,500 to cover approximately 37% of the shared expenses. The shared expenses include the following line items: • Office supplies $2,000 • Fuels $ 150 • Telephone $ 200 • • Travel, conference& schools $5,600 • Dues and subscriptions $1,400 F:\SHRDOC\EDA\HRA\AGENDA\Year2004\05BUDGET.DOC Consider HRA Year 2005 Budget August 2,2004 Page 2 of 2 IIIFollowing is a line item analysis of the proposed year 2005 expenditures for the HRA: • Personal Services $ 56,050 • Legal Fees (TIF,relocation, etc.) $ 12,000 • Other Professional Services $ 60,000 o Ehlers &Assoc. -Redevelopment Project Management o HRGreen—Engineering Services o Relocation Consultation Services • Postage (public meeting notices, Q&A inserts) $ 1,000 • Publishing (Downtown Project Communications) $ 8,200 • Insurance $ 250 • Dues &Subscriptions $ 200 o MN National Assoc. of Housing&Redevelopment Officials • Transfer out to General Fund (support staff, etc) $ 9,500 • Transfer out to EDA (approx. 30% shared expenses) $ 3,500 Total HRA Year 2005 Proposed Expenditures: $150,700 Total HRA Year 2005 Proposed Revenue: $231,850 The projected balance of$81,150 will be put into the HRA reserves for any future project expenses. 0 Attached to this memo you will find a Resolution establishing the tax levy for the Elk River HRA and requests that the City Council levy such maximum amount for the authority for the year 2005,as in previous years. The City must certify its proposed maximum levy, including EDA and HRA levies, to Sherburne County annually in September. Recommendation Staff recommends that the HRA approve the year 2005 HRA Budget as presented, and approve of the attached Resolution establishing the HRA tax levy for collection in year 2005. • RESOLUTION 04- 02 • A RESOLUTION OF THE ELK RIVER HOUSING AND REDEVELOPMENT AUTHORITY A RESOLUTION ESTABLISHING THE TAX LEVY FOR THE ELK RIVER HOUSING AND REDEVELOPMENT AUTHORITY FOR COLLECTION IN 2005 WHEREAS, Minnesota Statute Section 469.033, Subdivision 6, authorizes a Housing and Redevelopment Authority to levy an amount not to exceed .0131 percent of the taxable market value of property within the city to be used for housing and redevelopment purposes;and, WHEREAS, the Elk River Housing and Redevelopment Authority anticipates expenditures in 2005 for various housing and redevelopment activities; and, WHEREAS, the Housing and Redevelopment Authority will adopt and approve its budget before a special tax can be levied. NOW, THEREFORE, BE IT RESOLVED that the Housing and Redevelopment Authority requests that the City Council of the City of Elk River, Minnesota,levy a special tax not to exceed • the statutory limit of.0131 percent of taxable market value of the city for the benefit of the Authority to be used for purposes as provided in Minnesota Statutes. Passed and adopted by the Elk River Housing and Redevelopment Authority this 2"d day of August,2004. Stewart Wilson, Chair ATTEST: Catherine Mehelich, Executive Director • BUDGET WORKSHEET HRA Proposed Budget Date: 07/29/04 Time: 11:06am CITY OF ELK RIVER Page: 1 Prior Current Year Year Original Amended Actual Thru Estimated M•07/29/04 Actual Budget Budget July Total Requested Recommended Adopted Fund: 910 HRA Revenues 3100 General property taxes 3111 Current Ad Valorem Taxes 141,291 166,450 166,450 80,718 188,850 188,850 General property taxes 141,291 166,450 166,450 80,718 188,850 188,850 3300 Intergovernmental revenue 3322 MV Credit 7,507 0 0 0 Intergovernmental revenue 7,507 0 0 0 3620 Other revenue 3621 Interest Income 731 1,000 1,000 426 1,000 1,000 3629 Miscellaneous Revenue 0 0 0 20,000 3910 Sale of Equip/Assets 0 0 0 0 Other revenue 731 1,000 1,000 20,426 1,000 1,000 3920 Transfers in 3921 Transfers 0 0 0 0 3947 Transfer - TIF 0 42,000 42,000 0 42,000 42,000 Transfers in 0 42,000 42,000 0 42,000 42,000 Total Revenues 149,529 209,450 209,450 101,144 231,850 231,850 Expenditures Function: 600 Economic development Dept: 610.610 HOUSING & REDEVELOPMENT 4100 Personal services 4101 Regular Pay 36,064 41,350 41,350 18,601 45,150 45,150 4102 Overtime Pay 0 0 0 0 4103 Part-time Pay 0 0 0 374 4104 PERA 1,948 2,300 2,300 1,124 2,500 2,500 4105 FICA 2,113 2,550 2,550 1,233 2,800 2,800 4107 Medicare 494 600 600 288 650 650 4108 Insurance 4,631 4,600 4,600 2,328 4,800 4,800 4109 Workers Comp 32 150 150 17 150 150 Personal services 45,282 51,550 51,550 23,965 56,050 56,050 4200 Supplies 4201 Office Supplies 48 0 0 0 Supplies 48 0 0 0 4300 Other services & charges 4 gal Fees 13,235 12,000 12,000 5,280 12,000 3 0 12,000 43.1_ cher Professional Services 59,674 52,500 52,500 27,669 53,000 60,000 4321 Telephone 0 0 0 0 - 4322 Postage 197 1,000 1,000 410 1,000 1,000 BUDGET WORKSHEET HRA Proposed Budget Date: 07/29/04 Time: 11:06am CITY OF ELK RIVER Page: 2 Prior Current Year Year Original Amended Actual Thru Estimated 41111107/29/04 Actual Budget Budget July Total Requested Recommended Adopted Fund: 910 HRA Expenditures Function: 600 Economic development Dept: 610.610 HOUSING & REDEVELOPMENT 4300 Other services & charges 4331 Travel, Conferences & Schools 33 0 0 0 4349 Advertising/Marketing 148 0 0 0 4359 Publishing 1,971 8,200 8,200 1,173 8,200 8,200 4361 Insurance 210 200 200 0 250 250 4433 Dues & Subscriptions 59 0 0 0 200 4440 Miscellaneous 0 0 0 0 Other services & charges 75,527 73,900 73,900 34,532 74,450 81,650 4500 Capital outlay 4510 Land 0 0 0 0 4530 Improvement Project Contract 0 0 0 0 Capital outlay 0 0 0 0 4700 Transfers out 4720 Transfers 0 0 0 0 47 ansfer General Fund 1,500 8,700 8,700 0 9,500 4/ ransfer-Capital Outlay Resery 5,672 67,650 67,650 67,631 4735 Transfer-EDA 3,500 3,500 3,500 0 3,500 Transfers out 10,672 79,850 79,850 67,631 13,000 , HOUSING & REDEVELOPMENT 131,529 205,300 205,300 126,128 130,500 150,700 Economic development 131,529 205,300 205,300 126,128 130,500 150,700 Total Expenditures 131,529 205,300 205,300 126,128 130,500 150,700 HRA 18,000 4,150 4,150 -24,984 101,350 81,150 4110