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8.5. SR 09-18-2017 E04y1� ,.,�� Request for Action River To Item Number Mayor and Council 8.5 Agenda Section Meeting Date Prepared by General Business ISeptember 18, 2017 Lori Ziemer, Finance Director Item Description Reviewed by Set Budget Meeting Date and Adopt 2018 Tax Levy Cal Portner, City Administrator Reviewed by Action Requested ■ Set,by motion, the budget meeting for December 4, 2017, at 6:30 p.m. at which public comment will be taken. ■ Adopt,by motion, a resolution authorizing the proposed property tax levy for collection in 2018. Background/Discussion The Council must approve the maximum tax levy for certification to the county auditor by September 30, 2017. Over the past several months, the Council has reviewed department goals and corresponding 2018 budgets. Based on Council direction, the attached levy resolution sets the levy at$11,200,830,which is a 6 percent change over last year. Preliminary 2017 net tax capacity (NTC) values for taxes payable 2018 received from Sherburne County increase 5.34%. If the NTC remains the same, the city tax rate would be 46.49%which is an increase from 46.19% for 2017. Over the next few months staff will continue to review and evaluate cost estimates and revenue data for further adjustments to finalize the budget for adoption on December 4, 2017. The County Board of Commissioners has set 6:00 p.m.,December 12, 2017, as the county's budget and levy hearing date. Financial Impact City of Elk River property tax levy for collection in 2018. Attachments ■ Resolution setting City of Elk River property tax levy for collection in 2018 ■ Preliminary 2017 Tax Values (for Proposed 2018 Tax Notices) ■ 2018 preliminary tax levy/rate ■ 2018 General Fund preliminary budget ■ Estimated tax impact on residential and commercial/industrial properties ■ Tax levy history The Elk River Vision A PehoMing community 2a itb revolutionary and spirited resourcefulness, exceptional POWERED By service, and community engagement that encourages and inspires prosperity INAWRE1 City of Elk River Resolution 17- A Resolution of the City of Elk River Authorizing the Proposed Property Tax Levy for Collection in 2018 WHEREAS, the Elk River City Council has reviewed the City's anticipated expenditures for all funds in 2018; and, WHEREAS, the Elk River City Council has considered projected revenues for all funds in 2018; and, WHEREAS, revenues from sources other than property taxes are not sufficient to meet anticipated expenditures of all funds; and, WHEREAS, debt levies have been adjusted or cancelled based on revenue collections and projections. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Elk River,Minnesota, as follows: The following amounts are the maximum to be levied as property taxes payable in 2018: Levy— General Fund $ 10,634,800 Library 54,000 2010A G.O. Capital Improvement Plan Bonds 369,500 Economic Development Tax Abatement 142,530 TOTAL $ 11200.830 Passed and adopted this 181h day of September 2017. John J. Dietz,Mayor ATTEST: Tina Allard, City NATUREJ SEP e h 2617 September 1, 2017 To: City Administrators, Clerks and Finance Officers And School District Administrators and Finance Officers From: Diane Arnold Re: Preliminary 2017 Tax Values (for Proposed 2018 Tax Notices) Following is the early Pay 2018 Net Tax Capacity and Market Value information for your City, Township or School District. Countywide, there is a 6.77% increase in Net Tax Capacity and a 7.58% increase in total county Taxable Market Value. Please remember that these values may drop slightly by next spring when final values are certified, due to abatements, property tax forfeitures, late homesteads and clerical corrections. Township/City/School District Elk River City 2017 Net Tax Capacity Values 2018 Preliminary NTC Values RE & PP 23,053,434 24,287,163 Less 10% 200 KV 0 0 Less Captured TIF (184,717) (196,166) Tax Rate NTC 22,868,717 24,090,997 Taxable Market Value 1,929,048,470 2,048,678,050 MV Referendum 2,012,900,753 2,124,068,434 City of Elk River Levied Maximum Tax Levy Pay 2017 Pay 2018 General Fund $9,969,250 $10,634,800 Library 53,650 54,000 10,022,900 10,688,800 General Property Tax Levy Special Levies: 2010 GO CIP Bonds 368,030 369,500 Economic Development Tax Abatement 172,840 142,530 Total Levy 10,563,770 11,200,830 General Fund Change from 2017 665,550 Percentage Change from 2017 6.7% Total Dollar Change from 2017 637,060 6.0% % Change Note: This will be adjusted as we go thru the budget process and do updates. NTC Value $22,868,723 $24,090,997 Tax Rate 46.193 46.494 General Fund Revenues: Property taxes Othertaxes Licenses & Permits Intergovernmental Revenues Charges for Services Fines Other Revenues Transfers In Total General Revenues General Fund Expenditures General Government: Mayor & Council Communications Administrative Services Human Resources Elections Finance Information Technology Legal Community Development Planning Building Maintenance Energy City Contingency - 49'ers Union Total General Government Public Safety: Police Fire Code Enforcement Building Safety Environmental Total Public Safety Public Works: Street Maintenance Snow Removal Equipment Services Engineering Total Public Works Culture & Recreation: Parks Maintenance Recreation Sr. Citizen Programs Total Culture & Recreation Total General Fund Expenditures CITY OF ELK RIVER GENERAL FUND PRELIMINARY BUDGET 2017 2018 % of % Budget Preliminary Budget Change $9,969,250 $10,634,800 69.4% 6.7% 140,000 150,000 1.0% 7.1% 714,950 877,900 5.7% 22.8% 293,500 294,500 1.9% 0.3% 891,400 931,500 6.1% 4.5% 155,000 151,000 1.0% -2.6% 217,500 226,500 1.5% 4.1% 1,996,800 2,063,950 13.5% 3.4% 14,378,400 15,330,150 1 100.0% 6.6% 148,800 155,300 1.0% 4.4% 111,300 306,900 2.0% 175.7% 594,450 521,900 3.4% -12.2% 234,450 250,550 1.6% 6.9% 6,600 42,250 0.3% 540.2% 572,200 586,250 3.8% 2.5% 385,100 434,600 2.8% 12.9% 220,000 230,000 1.5% 4.5% 223,400 150,050 1.0% -32.8% 297,450 407,800 2.7% 37.1% 638,850 668,250 4.4% 4.6% 33,800 33,000 0.2% -2.4% - 53,450 0.3% - 3,466,400 3,840,300 25.1% 10.8% 5,142,250 5,472,550 35.7% 6.4% 908,550 1,034,300 6.7% 13.8% 93,650 98,750 0.6% 5.4% 665,300 678,450 4.4'% 2.0% 47,000 48,400 0.3% 3.0% 6,856,750 7,332,450 47.8% 6.9% 1,304,800 1,336,750 8.7% 2.4% 305,950 298,700 1.9% -2.4% 196,050 205,650 1.3% 4.9% 218,500 234,200 1.5% 7.2% 2,025,300 2,075,300 13.5% 2.5% 1,047,950 1,103,800 7.2% 5.3% 732,400 726,800 4.7% -0.8% 249,600 251,500 1.6% 0.8% 2,029,950 2,082,100 13.6% 2.6% 14,378,400 15,330,150 100.0% 6.6% These are actual properties in Elk River Median Val. CITY OF ELK RIVER ESTIMATED TAX IMPACT Residential Homestead : Commercial/Industrial: Tax Capacity Rate Tax Capacity Rate Estimated 46.193 46.494 46.193 46.494 Total Estimated Tax 2017 2018 Property Value Value Change Tax Capacity Dollar change Percent change 2017 2018 2017 2018 153,000 163,700 6.99% 1,295 1,412 598 656 58 9.7% 172,600 182,200 5.56% 1,509 1,614 697 750 53 7.6% 262,300 272,500 3.89% 2,487 2,598 1,149 1,208 59 5.1% 170,400 181,000 6.22% 1,485 1,601 686 744 58 8.5% 311,700 323,600 3.82% 3,025 3,155 1,397 1,467 70 5.0% 221,300 40 6.01% 2,040 2,185 942 1,016 74 7.9% 200,000 2023,600,000 0.00% 1,808 1,808 835 840 5 0.6% 196,500 208,400 1 6.06%1 1,769 1,899 817 883 66 8.1% Commercial/Industrial: Tax Capacity Rate 46.193 46.494 Property Value Value Tax Capacity Total Estimated Tax Dollar Percent Change 2017 2018 change change 2017 2018 2017 2018 4,545,300 4,449,500 4,176,900 4,032,300 -2.11% -3.46% 90,156 88,240 82,788 79,896 41,646 41,026 38,242 37,147 (620) (1,095) -1.5% -2.9% EkR,' 1,575,700 1,577,800 1,246,900 1,193,300 0.13% -4.30% 30,764 30,806 24,188 23,116 14,211 14,323 11,173 10,748 112 425 0.8% -3.8% 2018 Preliminary Tax Levy and Tax Rate 2038 preliminary Levy Less Tax Rate Estimated Tax CertRied Net Tax Capacity Captured TIF Net Tax Capacity Capacity Rate Notes General 10,634,800 24,287,163 (196,166) 24,090,997 44.14% Library 54,000 24,287,163 (196,166) 24,090,997 0.22% Bonds 369,500 24,287,163 (196,166) 24,090,997 1.53% Pub. Saf. bonds end with 2021 levy Tax Abatement 142,530 24,287,163 (196,166) 24,090,997 0.59% 11,200,830 46.49% %change from PY 6.0% 5.4% 6.2% 5.3% 0.7% 2017 Adopted Levy Less Tax Rate Tax Certified Net Tax Capacity Captured TIF Net Tax Capacity Capacity Rate General 9,969,250 23,053,440 (184,717) 22,868,723 43.59% Library 53,650 23,053,440 (184,717) 22,868,723 0.23% Bonds 368,030 23,053,440 (184,717) 22,868,723 1.61% Tax Abatement 172,840 23,053,440 (184,717) 22,868,723 0.76% 10,563,770 46.19% %change from PY 3.9% 3.7% -9.5% 3.8% 0.1% 2016 Adopted Levy Less Tax Rate Tax Certified Net Tax Capacity Captured TIF Net Tax Capacity Capacity Rate General 9,596,850 22,235,275 (204,017) 22,031,258 43.56% Library 59,400 22,235,275 (204,017) 22,031,258 0.27% Bonds 370,626 22,235,275 (204,017) 22,031,258 1.68% Tax Abatement 144,857 22,235,275 (204,017) 22,031,258 0.66% 10,171,733 46.17% %change from PY 1.5% 3.8% 2.5% 3.8% -2.2% 2015 Adopted Levy Less Tax Rate Tax Certified Net Tax Capacity Captured TIF Net Tax Capacity Capacity Rate General 9,420,700 21,426,935 (198,997) 21,227,938 44.38% Library 63,100 21,426,935 (198,997) 21,227,938 0.3091. Bonds 377,107 21,426,935 (198,997) 21,227,938 1.78% Tax Abatement 156,450 21,426,935 (198,997) 21,227,938 0.74% 10,017,357 47.19% %change from PY 1.7% 4.96% 70.89. 4.6% -2.8% 2014 Adopted Levy Less Tax Rate Tax Certified Net Tax Capacity Captured TIF Net Tax Capacity Capacity Rate General 9,181,289 20,415,273 (116,513) 20,298,760 45.23% Library 63,100 20,415,273 (116,513) 20,298,760 0.31% Storm water 50,000 20,415,273 (116,513) 20,298,760 0.25% Bonds 371,459 20,415,273 (116,513) 20,298,760 1.83% Tax Abatement 187,987 20,415,273 (116,513) 20,298,760 0.93% 9,853,835 48.54% %change from PY -3.2% 0.45% -5.0% 0.5% -3.6% 2013 Adopted Levy Less Tax Rate Tax Certified Net Tax Capacity Captured TIF Net Tax Capacity Capacity Rate General 9,203,085 20,323,367 (122,648) 20,200,719 45.56% Library 63,100 20,323,367 (122,648) 20,200,719 0.31% Storm water 50,000 20,323,367 (122,648) 20,200,719 0.25% Bonds 643,497 20,323,367 (122,648) 20,200,719 3.19% Tax Abatement 216,083 20,323,367 (122,648) 20,200,719 1.07% 10,175,765 50.37% %change from PY -1.0% -8.83% -82.4% -6.4% 5.9%