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3.0. SR 12-06-1999 rei ----'\) ( ); tli{ Item #3. River MEMORANDUM TO: Mayor & City Council FROM: /'\ Pat KIaers, City Ad~ ,. December 6, 1999 DATE: SUBJECT: Truth in Taxation Hearing The City of Elk River tax levy and budget public hearing is scheduled for 6:00 p.m., Monday, December 6, 1999, at the Elk River City Hall. This public hearing is required by the Truth in Taxation state law. The purpose of this public hearing is to receive citizen input on the proposed 2000 city budget and tax levy. . A public hearing notice for this meeting was published in the December 1, 1999, Elk River Star News. Notification was also given by way of a front page article in the city newsletter, Elk River Current, which was distributed with the December 1, 1999, edition of the Star News. In compliance with the Truth in Taxation state law, the county has sent out notice of this public hearing to each property owner in the city. Part of this notice includes information on the property owner's proposed city, school district, and county taxes for 2000. If your home or business received a "typical" increase in value in order to keep up with the market, you still most likely saw a decrease in the total taxes due for 2000 as compared to 1999. This is because the overall city tax rate went down in 2000 as compared to last year. The school district is the main reason for the decrease in the tax rate. Additionally, a significant factor in the decrease in the amount of taxes due in 2000 is the increase in the education credit that was approved by the state legislature. The combination of the tax rate going down and the education credit going up has generally offset any value increases so that property owners are seeing an overall decrease in their taxes due in 2000. Attached for your information is material from the Sherburne County Auditor/Treasurer Office regarding 1999 and proposed 2000 tax rates and tax capacity values. . 13065 Orono Parkway. P.O. Box 490. Elk River, MN 55330. TDD & Phone: (612) 441-7420. Fax: (612) 441-7425 < . . . On September 13, 1999, the City Council adopted a resolution establishing the proposed maximum tax levy. This resolution is attached for your reference. The maximum net levy is $3,995,464. Of this total, approximately 83 percent or $3,311,100 is for general fund activities. The balance, approximately 17 percent of the total net levy, is used for other City Council approved expenditures such as equipment certificates, operation and maintenance of the library, special assessments, the dam loan, etc. The city tax levy increase of about 10 percent will cause the city tax rate to go from 29.324 in 1999 to approximately 30.194 in 2000. This is less than a 3 percent increase in the city tax rate. The City Council also held a public hearing on October 11, 1999, regarding a proposed tax levy increase and adopted a resolution that acknowledged the plan for a city tax rate increase. While the city tax rate goes up less than 3 percent, it must be acknowledged that the city net levy increased by $366,255 and that $317,150 of this amount is for general fund purposes. Additionally, the city general fund budget is proposed to increase by $499,050. This general fund budget increase is mainly seen in the personal services category, which increased by $383,050. In very general terms, the personal services increase is divided by thirds into wage and benefit increases, additional employees, and step increases, which are higher than normal due to the comparable worth adjustments made by the city last July. The Truth in Taxation presentation by staff will be similar to what took place last year. This presentation will review revenues and expenditures by categories and not discuss each individual department or line item in detail unless requested to do so by the councilor the public. Attached for your information is the 2000 proposed general fund budget. Also attached are the "overheads" that will be used for the presentation at the public hearing. These two items plus the county auditor/treasurer material, League of Cities information on tax rates, and newspaper articles on property taxes will all be available for the public at the December 6, 1999, public hearing. According to the Truth in Taxation Law, the City Council cannot adopt the tax levy or budget at the December 6,1999, meeting. The tax levy and budget cannot be adopted at any meeting where a public hearing is held. If the December 6, 1999, public hearing is closed, then the City Council must announce that the budget and tax levy issue will be continued for consideration and adoption at the 6:30 p.m., Monday, December 13, 1999, meeting. Consideration of the budget and levy at this follow-up meeting will provide the council with an opportunity to evaluate the input it receives at the December 6, 1999, public hearing. However, if the public hearing is continued, the continuation date must be on December 13, 1999, and then consideration . . . and adoption of the tax levy and budget will have to take place at a following meeting (most likely December 20, 1999). Attachments · Sherburne County Auditor/Treasurer Tax Information · Resolution 99-66 · Newspaper Property Tax Information · League of Minnesota Cities Tax Rate Information · Budget Presentation Overheads · Draft General Fund Budget s: \ council \ tnthrg.doc . . . Sherburne County AUDITORITREASURER RAMONA DOEBLER November 16, 1999 To: Town Cle~~ Clerks and Administrators and School District Superintendents Ramona f21J From: Re: Tax Values and Tax Rates for PROPOSED 2000 TAX NOTICES and Schedule of Truth in Taxation Hearings Enclosed is preliminary Year 2000 llformation used for the Proposed Tax Notices that will be sent next Monday or Tuesday. Also enclosed is a schedule of the dates, times and locations of the required hearings for cities (over 500 population) and school districts. In addition to the increase in tax base, it appears that the increase in the Education Homestead Credit (with a $390 maximum compared to $320 for 1999) and the new Education Agricultural Credit for agricultural classed lands (farm land only), along with the reductions in class rates enacted by the legislature, have kept increases quite small. In some cases the tax is actually lower than the 1999 amount. Please remember that the bond referendums passed for the Becker and Big Lake School Districts on November 2nd ARE NOT reflected on the proposed notices. The only information available yet for that tax was sent to taxpayers before Election Day. Please call if you have any questions or comments. 13880 Highway 10 Elk River, MN 55330-4601 612-241-28630 1-800-438-05760 Fax: 612-241-2875 SHERBURNE COUNTY .iPOO Proposed Tax Rates. November 15,1999 .. EDUCATION HOMESTEAD CREDIT MUST BE CALCULATED AND DEDUCTED FOR ALL HOMESTEAD PROPERTY - HOUSE, GARAGE AND 1 ACRE AG CLASS-EDUCATION AGRICULTURAL CREDIT DOES NOT APPLY TO HOUSE, GARAGE AND 1 ACRE County Twp School Special Total Market Tax Rate Value Rate County City School Special Total Market Tax Rate Value Rate 001 Baldwin Twp 060 Becker City 477 31.433 7.926 58.164 97.523 0.05973 726 31.433 21.254 48.497 0.526 101.710 728 31.433 7.926. 56.032 95.391 0.11158 065 Big Lake City Hosp 005 Becker Twp Hosp 727 31.316 36.004 61.115 2.282 130.717 < 726 31.433 10.395 48.497 2.282 92.607 727 31.433 10.395 61.298 2.282 105.408 070 Clear Lake City 742 31.433 10.395 52.686 2.282 96.796 0.12029 742 31.424 22.834 52.668 106.926 0.12029 < 882 31.433 10.395 59.868 2.282 103.978 0.06440 075 Elk River City HRA 010 Big Lake Twp Hosp 728 31.433 30.194 56.032 0.728 726 31.433 13.794 48.497 2.282 96.006 Ec Dev 0.975 119.362 0.11158 727 31.433 13.794 61.298 2.282 108.807 728 31.433 13.794 56.032 2.282 103.541 0.11158 085 East St Cloud HRA E 728 31.433 13.630 56.032 2.282 103.377 0.11158 742 31.369 35.964 52.577 0.711 882 31.433 13.794 59.868 2.282 107.377 0.06440 Met Trans 2.303 122.924 0.12029 < 015 Blue Hill Twp 090 Princeton City 477 31.433 20.009 58.164 109.606 0.05973 477 31.397 51.508 58.096 141.001 0.05973 < Z477 31.433. 23.845 58.164 113.442 0.05973 A 477 31.433 16.642 58.164 106.239 0.05973 095 Zimmerman . Clear Lake Twp 728 31.253 50.642 55.719 137.614 0.11158 < 726 31.433 7.317 48.497 87.247 A 728 31.433 17.819 56.032 105.284 0.11158 742 31.433 7.317 52.686 91.436 0.12029 Net Tax Capacity x Total Tax Rate = Capacity Taxes Tx Mkt Val - Tx Mkt Val Exc x Mkt Val Rate = Mkt Val Tax 025 Haven Twp Capacity Taxees + Market Value Tax = Taxes Due 742 31.433 2.562 52.686 86.681 0.12029 Hosp = Big Lake-Monticello Hispital District 030 Livonia Twp Ec Dev = Economic Development 728 31.433 8.864 56.032 96.329 0.11158 HRA = Housing & Redevelopment Authority Met Trans = Metropolitan Transit 035 Orrock Twp < = Disparity Reduction Area Z727 31.433 23.015 61.298 115.746 E = Elk River Fire District #1 B 727 31.433 23.015 61.298 115.746 Z = Zimmerman Fire District Z728 31.433 23.015 56.032 110.480 0.11158 B = Big Lake Fire Dist B728 31.433 23.015 56.032 110.480 0.11158 A = Annexed Property *EDUCA TION HOMESTEAD CREDIT 040 Palmer Twp School Districts Credit Rate 51 31.433 9.515 62.614 103.562 0.03743 051 Foley 31.765% 726 31.433 9.515 48.497 89.445 477 Princeton 32.004% 742 31.433 9.515 52.686 93.634 0.12029 726 Becker 29.929% 727 Big lake 30.196% 728 Elk River 30.503% 045 Santiago Twp 0.000 742 St Cloud 31.112% 51 31.433 7.899 62.614 101.946 0.03743 882 Monticello 30.547% 477 31.433 7.899 58.164 97.496 0.05973 726 31.433 7.899 48.497 87.829 *Ed Hmstd Credit Rate x H,G,I Ac NTC = Ed Hmstd Cr to max $390 . Education Agricultural Credit deducted is 54% for ag homestead and 50% for ag nonhomestead, of the general education tax on the property, not including house, garage and 1 acre - no limit. SHERBURNE COUNTY 2000 TAX CAPACITY VALUES November 15, 1999 . ~ BW fwwul1 Th1aI Hospital District RW &wlwll Thta.I 60 Becker 23,192,156 186,547 23,378,703 Becker Twp 2,042,264 86,678 2,128,942 Less 10% of200 KV Lines 2,383 Less 10% 200 KV Lines 2,952 Less TIF 882,953 2,125,990 22,493,367 Big Lake Twp 3,806,809 112,726 3,919,535 65 Big Lake 2,504,355 96,763 2,601,118 Big Lake City 2,504,355 96,763 2,601,118 Less TIF 197,542 Less TIF Added 197,542 2,403,576 2,403,576 70 Clear Lake 129,825 17,190 147,015 Hospital District 8,353,428 296,167 8,649,595 Less 10% 200 KV Lines 2,952 75 Elk River 13,115,752 261,248 13,377 ,000 Less TIF Added 197,542 Less TIF 144,353 8,449,101 13,232,647 *TIF = Tax Increment Finance District 85 E. St Cloud 1,732,653 69,703 1,802,356 Percent 90 Princeton 654,025 7,559 661,584 Increase -Decrease 95 Zimmerman 1,142,899 109,004 1,251,903 2000 Taxes Less TIF 87,671 Taxable Market Value 3,300,929,344 8.80% 1,164,232 Net Tax Capacity . 59,260,599 4.88%. Cities 42,471,665 748,014 43,219,679 1999 Taxes' Less 10% of200 KV Lines 2,383 Taxable Market Value 3;033,822,277 8.84% Less TIF Added 1,312,519 Nct Tax Capacity 56,503,852 -2.99% 41,904,777 . Townships B.W &mmlIl Th!a! 1998 Taxes 01 Baldwin 2,300,403 123,873 2,424,276 Taxable Market Value 2,787,523,016 9.61% 05 Becker 2,042,264 86,678 2,128,942 Net Tax Capacity 58,246,430 -4.73% Less 10% KV Lines 2,952 "', 2,125,990 1997 Taxes Taxable Market Value 2,543,091,003 7.85% 10 Big Lake 3,806,809 112,726 3,919,535 Net Tax Capacity 61,136,692 6.18% 15 Blue Hill 478,585 64,852 543,437 20 Clear Lake 1,192,331 . 27,895 1,220,226 1996 Taxes 25 Haven 1,456,077 74,027 1,530,104 Taxable Market Value 2,358,061,608 8.30% Less 10% 200 KV Liues 1,521 Net Tax Capacity 57,579,856 6.13% Less TIF 30,078 1,498,505 1995 Taxes Taxable Market Value 2,177,438,036 9.34% 30 Livonia 2,067,547 97,086 2,164,633 Net Tax Capacity 54,255,803 5.37% 35 Orrock 1,237,005 30,026 1,267,031 40 Palmer 1,410,420 135,720 1,546,140 1994 Taxes Less 10% 200 KV Lines 8,567 Taxable Market Value 1,991,504,282 3.92% 1,537,573 . Net Tax Capacity 51,492,439 -0.69% 45 Santiago 652,477 2,139 654,616 1993 Taxes Taxable Market Value 1,916,325,127 2.33% Towns 16,643,918 755,022 17,398,940 Net Tax Capacity 51,850,508 -2.20% Less 10% 200 KV Lines 13,040 Less TIF Added 30,078 1992 Taxes 17,355,822 Taxable Market Value 1,872,723,280 5.05% Net Tax Capacity 53,017,185 -0.47% Grand Total 59,115,583 1,503,036 60,618,619 Less 10% 200 KV Lines 15,423 1991 Taxes Less TIF Added 1,342,597 Taxable Market Value 1,782,694,537 5.25% . 59,260,599 Net Tax Capacity 53,26~;!)99 1.79% School Districts B.W Personal' Thtal 1990 Taxes Ind. District #726 26,247,016 356,731 26,603,747 Taxable Market Value 1,693,809,920 Less ]0% 200 KV Lines 9,252 Net Tax Capacity 52,328,048 Less TIF Added 882,953 25,711,542 Ind. District#727 5,635,062 222,832 5,857,894 Less TIF Added ]97,542 5,660,352 Ind. District #728 17,761,742 484,660 18,246,402 Less TIF Added 232,024 18,014,378 . Ind. District #742 4,969,085 183,525 5,152,610 Less 10% 200 KV Lines 1,521 Less TIF Added 30,078 5,121,011 Ind. DistrIct #882 905,947 . 7,063 913,010 Ind. District #477 3,514,071 195,985 3,710,056 Ind. District #51 82,660 52,240 134,900 Less 10% 200 KV Lines 4,650 130,250 Grand Total 59,115,583 1,503,036 60,618,619 Less 10% 200 KV Lines 15,423 Less TIF Added 1,342,597 59,260,599 . . . RESOLUTION 99 - 66 A RESOLUTION FOR THE CITY OF ELK RIVER A RESOLUTION AUTHORIZING THE 1999 PROPOSED PROPERTY TAX LEVY FOR COLLECTION IN 2000 .. WHEREAS, the Elk River City Council has review the City's anticipated expenditures for all funds in 2000; and, WHEREAS, the Elk River City Council has considered projected revenues for all funds in 2000; 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 2000: General Fund Lake Orono Library Dam Loan Development Fund Surface Water Management City Special Assessments 1989 Fire Equipment 1994 Storm Sewer Bonds 2000 Certificate of Indebtedness 1999 Certificate of Indebtedness 1998 Certificate of Indebtedness 1997 Certificate of Indebtedness 1996 Certificate of Indebtedness TOTAL Gross Levy $ 3,809,355 100,000 66,650 32,572 145,000 57,500 28,926 72,891 116,073 57,500 40,000 23,150 25,283 21,794 $ 4,596,694 HACA Reduction $ 498,244 13,080 8,717 4,260 18,965 7,521 3,783 9,534 15,182 7,521 2,851 3,307 3,028 5,232 $ 601,225 Net Levy $3,311,111 86,920 57,933 28,312 126,035 49,979 25,143 63,357 100,891 49,979 37,149 19,843 22,255 16,562 $3,995,469 Passed and adopted by the City Council of the City of Elk River this 13th . day of September, 1999. dJ a!5L- Sandra A. Peine, City Clerk I I - -. . .! . By Mike Kaszuba Star Tribune Staff Writer . . .f Property taxes on an average Twin Cities-area home went up $12 in 1999 but were held down by increases in state aid, an an- nual tax survey has concluded. The 33rd homestead proper- ty-tax survey, to be released to- day by the Citize~s League and the Minnesota Taxpayers Associ- ation, shows that taxes were up more than half a percent for a ". ~99~~ '1999 property tax .' Tax Rank la!,l~(dalej't~;i' ..i1i. ,$2,311";:",'1} Newport 2,301, 2 New.'prague' ',;;ET~'~t3i' .2,25S:;";;:".;.,f,'3'N Brooklyn Center 2,228 4 WaCi:lnia'~{ ',:n":'1'"t1;;;;r2,2.f:S:'T;;'W;'i;S-)] Low~ property tax H~.'.~k~':;j":j ,"K~:(;' .'.$1.474\D",i03\', Grant' 1,456 104 . WestLake~~cftwP...';g:'1.3J1'.%ftil{)5; BumsTwp. 1,376 106 A2~~ _ MayTwp:;V........;..........,/jt'..i,34{)."..;.;.107. ALSO INSIDE: >- A look at how 107 metro_cOJJ'lmunities rank.Qll property taxes._ .' , . ' .. ,.' n, ,.:,~ ,...~..: .: ""," ~;~"{"" >,,,.'~' "r-" . :< e- r' ~o"':. :":p" :': 'e;i :":'r~;t<..~.;f :~'fi :\:a';.Ai~e~:~iI:~iMt~'~r~~~==~~ . :::: ,'. .; " , ..~~., .ft.. - ., 'if: ". ...:~1r8t$2,311~ona$125,OOohomein :' < ; : . ; I: , ..". . " :. ,p.: .:.. ~, _, ..... .." '. -^,;e" ~. ' : '. ,~~ ~,\!M..999.ln contrast, according to a new . i ~ . ~ . ~,,~ .I/- ' "'. ' "~.. . . ~ ~ .../ ''1 ,.. ',', -.", ~ ~) ''jy: ~ ~ ...." l; ,." . I.,,,,; ''-.c .' /'. ~~1~.~'study, a small group oftownships.and.~! -; I . ':,' ~ :,: I ' . ,: ". ....1 ~ '~~, ',', , _ ',' ",,~. f~) ,', ',,~'I.','~~,:t . ~,l:'/, :~~:~\:,' , :. <. ;:...:, ',,'; ,': .'~i~~11.J._,.'.~.:.~,i~~. ....:l: ~~i>!~r.:....,:.~~l.,.. ~':l'" . W h' gt d Anok ti '., . ., ''" ., , . , ~ . '" ", '. a" " " " ;,' '.... t' '.-, .\,.,..,J. 'i,<;",.~.~" ,,~0...." ," ,,*f.~cities'n as In on an ." .acolln es.:: ; "~':S' e'e"'..... mO"?' ., ",' e""'s' '''':':~r''''.I''S"''''\'':''~''e''''''~;.:'0!~=~' ,,' "\'; { g 'priced ' '.. . . . .:.... ....,;:..,(".::t';<~.....i,.:H::,,;i<.~;;~~j\i~i'fl}~~~ {....~ome.ll typical, $125,000 home. Most tax' 'tal tops the list of 107 communi-- . ' bills, however, also will be' af- ties that were surveyed in the I fected by rising property values ... seven-county metro area: Next- I' - up 6;3 percent in the metro . are Newport; . New Prague :- I' area....'. ' which had)ed the rankings for . The rankings again offer a de- several years - Brooklyn Center I tailed look into the state's com~ and Waconia. .' .... ' plex property-tax picture. ' Minneapolis was sixth a year- One of the metro area's ago but 11th this year. St. Paul smallest municipalities, the St, rose from 15th to 13th. . Paul suburb of Lauderdale, has Outstate cities were ranked the distinction of having this on a $75,000 home value. year's highest property taxes on a $125,000 home. The $2,311 to- TAXES continues on A22 ~ TAXES from A1 Rep~rt says state 11!O':L~Y .helped keep property tax increases low Among 131 outstate cities sur- veyed, Staples was on top, with a $1,383 property-tax bill. It was followed by Thief River Falls, Cambridge and Princeton. The study said a series oflegis- lative changes held down in- creases this year, including $59 million used to lower the share of education funding that falls on property-tax payers. The study also pointed to a significant in- crease in an education credit for homesteaded properties, first in- troduced last year. With. the change, the state paid an addi- tional $145 million of homeown- ers' school tax bills. Behind the numbers The reasons behind a city's ranking can be complicated. Lauderdale's ranking, accord- ing to the survey, was fueled not so much by what the city charged on a $125,000 home, but rather what was levied by Roseville In- dependent School District No. 623, which covers the city. The city's share of the total property-tax bill was $464, or 20 percent. The school district's por- tion, however, was $986, or near- ly 43 percent. The Roseville dis- trict ranked first among 55 met- ro-area school districts for prop- erty taxes on a $125,000 home. In addition, Ramsey County's portion of the tax bill in lauder- dale is $752, or 33 percent. The county ranked fourth among 19 metro-area county taxing districts in property taxes on a $125,000 home. . "I figure as long as we're in the same school district, the same county, we're going to continue to be as high," said Rick Gets- chow, Lauderdale's city adminis~ trator. "We've kept our [city] Jevy flat for the las~ year or two. ". According to the study, Lau- derdale ranked 35th among the 107 metro cities for its portion of the total bill. Newport's No. 2 overall rank- ing was linked to a referendum by South Washington . County School District No. 833, to prop- erty values that are lower than the metro average and to the fact that it was home to the census tract with the highest poverty rate in Washington County, said City Administrator Larry Bodahl. "We've never been inthe elite before," Bodahl said. "It's not something we have sought." L 'You can't telr l.ynn Reed, research director for the Minnesota Taxpayers As- sociation, said some cities may be unfairly blamed by taxpayers for property-tax increases. "We've got to clear up what jurisdictions do what, and who's responsible for the tax," he said. "You can't. tell if it's the city if you look at the total [property-tax bill]. "Cities, in my mind, provide the most property-related ser- vices of any local government," Reed said. "Counties are becom- ing the biggest piece of the prop- erty-tax bill, especially outstate." But even counties, he added, must be judged knowing that many of their programs are man- dated by the state. Reed's point can be seen when figures in the metro area' are bro- ken down by jurisdiction. Among' the 107 cities, Bayport ranked first with the highest city proper- ty taxes on a $125,000 home. Among . schools, Minnetonka School District No. 276 ranked second behind Roseville. Among counties, Carver County ranked first. Another ranking provided by the annual study - one that is also a valuable measuring stick for taxpayers - is based on the average home value for each city. . That ranking puts Wayzata at the top, with a $6,024 property- tax bill on an average, $297.999 home. . Wayzata is followed by North Oaks, Orono, Deephaven and Minnetrista - all among the area's most affiuent communi- ties. Lauderdale, in this ranking, was 85th. Columbia Heights, an inner-ring...Minneapolis suburb, was the lowest, with $923 in taxes on an average, $83,560 home. "I'm sure it's because we have some very high lake-home values that skews the average," said Al- lan Orsen, Wayzata's city manag- er. "There are some $5 million lake homes. , "Wayzata is very unique," he added. "There are only about a thousand homes." , For complete figures go online ,. to h~:IIwww..~une.com:J; u 1 . \ I I \ gJ~~ ~ ~ ~ b !f,l~5'~ :1:::Q(!)o S' 0 g. 3 ;::Sene!.3 Q~55 ~:;:3g. o~~cn -ttc:J5' 8'a.(!)il < (!) '" (!)5'g. ~ CD (") cn .(!) ~ ~ ~ f;~3~ cn .., c: 0 @g,~5 &~::E':< 0';:0: 3 at*::rC1> -In;t"'q L'>>x:1.sa )( C1> Q) 0 !;.~~6f fit 0 en ::J ~~~~ a.g;;l-m )>, 3::E ~.~ III 5' g:. ~ ii);! 3t-'-:;;-5 . ~ ~-~ ~ rta.(!)g. ~D) a~ ~~~o mcn~-- e.1ll01.!" o 01:<01 ~5.o8 ~:.T. 0 :1:::~ ;;; 5" m g- al - < - en:;; J1l ~il ~ -Ia. en ~ ~ W ~ ~. ~ ~::E. 0 cn('D ~ >(il ~ :i" o n ~. 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CJ1 . ..... <.0 <.0 <.0 . .-.;..."'....<.-'."'_...A..-.......;;....<_;....~1..~., --_.'....,--.......~ -;;:"~'"'4.:u~-,J""';l'X-""~_~-;..:.- _.' ~ ~ ~ ~ ~ - 1\1 - ~ ~ ~ \j-- :::r i:; -:! ~ 0 - ~ ~ 0 ~ Y\ 00 -S) ~ ~ ~ ~ ~ ~ I;> ~ 7d 0 ~ ~ -0 Qo ';s ~ c:: ~ V\ ~ '" .' ~ (\ ~ ~ ., .:s ~ % ~ "" ~ Average Total Tax Rate City 1998 Population for 1999 . 7 County Metro Andover 23,213 113.20 .- Anoka 17,964 122.60 Champlin 20,385 131.20 Chanhassen 17,381 148.10 Chaska 15,361 130.00 Ham Lake 12,029 108.00 Hastings 17,626 142.30 Lino Lakes 15,053 138.00 Mounds View 12,859 129.80 N. St. Paul 12,801 129.70 Prior Lake 14,687 129.90 Ramsey 18,079 113.90 Rosemount 13,146 133.00 Savage 17,040 131.40 Shakopee 16,043 125.50 Stillwater 16,133 128.80 Vadnais Heights 13,284 122.60 White Bear Lake Twp. 10,925 121.40 Non Metro Albert Lea 17,953 139.80 Brainerd 13,183 118.50 . Fairmont 11,316 127.40 Fairbault 19,177 133.20 Fergus Falls 13,224 128.40 Hutchinson 12,989 152.30 Marshall 12,686 128.20 New Ulm 14,010 147.30 N. Mankato 11,764 124.30 Northfield 16,206 120.90 Owatonna 21,186 122.70 St. Peter 9,797 131.10 Willmar 18,889 139.10 Worthington 10,304 131.10 Becker 2,215 100.90 Big Lake 4,767 126.80 Buffalo 9,675 128.40 Otsego 6,570 126.20 Rogers 2,039 138.00 Zimmerman 2,420 137.40 ELK RIVER 15,714 121.10 . Source: September 1999 League of MN Cities Magazine s: \ admin \ citpop98. doc . ) ) . . TO: FROM: DATE: Mayor & City Council Pat Klaers, City Administrator September 27, 1999 SUBJECT: Informational Memo 2. 1999 Property Tax Data...The September 1999 Minnesota Cities magazine, which is published by the League of Minnesota Cities, has been distributed to all members. This September edition is of particular interest to most cities as it includes the annual property tax rate information for the current year. I have summarized the population and tax rate information for cities that are generally between 10,000 and 20,000 population. The attached summary also includes some School District #728 communities, and some cities in Sherburne County. The City Council has long had a concern over the city tax rate, its relative ranking to similar communities, and how it compares to cities that we are in competition with for economic development opportunities. The 1999 total city tax rate is 121.1 and this rate compares favorably to the listed communities. Five of the thirty-eight communities listed have a lower over-all tax rate than Elk River. A sixth one (Northfield) is essentially the same, but slightly lower, and a few communities are a percent or two above Elk River. In comparing our ranking this year to last year, we are in approximately the same position, but the "gap" is getting closer. Elk River used to have a very low total tax rate, and this was mainly due to the county having a very low rate compared to other counties, but the times have changed in recent years. The total city tax rate is getting closer to the majority of the cities listed on the attachment due in part to legislative action on compressing the tax classes, and to the growth of the city. We are still in good shape as far as our total tax rate is concerned, but it is not as positive as it was a few years ago. As an aside, the cities with the largest percentage growth in population in the last year are our neighboring communities of Big Lake (9.6%), Rogers (24%), and Zimmerman (11 %). . . . TRUTH IN TAXATION PUBUC HEARING geL&.Tax.Levy 4 ::::::::::::: .:.:::.... .:: . :':':':"0 .:. ....:.... ::: City of Elk River December 6. 1999 Presentation Overview . Proposed General Fund Revenues &. Expenditures . Proposed Special Revenue Budgets . Proposed Tax Levy . PUBUC HEARING - Receive comments and questions from public . Announce date of next budget meeting !b.~...~.~~Q.~~...~~.~~~.?s . Staff preparation of draft budget. . Council meets several times to review draft budget and tax levy and adopts proposed budget and tax levy before September 15. . Council holds public hearing on proposed budget and tax levy. . At a subsequent meeting in December, the Council adopts final budget and tax levy. 1 . . . GENERAL FUND BUDGET . ....... .', . 2000 Proposed General Fund Budget - $5,862,500 . The Proposed Budget represents an increase of--- . $499,050 . 9.30% GENERAL FUND REVENUES . ""::': .;: PrqJertyTax ...............................$3~3iljoo Jntergovemnmtal Revenues 1.<X51.1oo 01arges for Servires 482,400 Fmes & Forfeits 115.700 uames &Pemits 478.100 Oher Revenues 92.700 Transfers andReserves 321.400 lUfALrnNERALFUND $5.862,500 GENERAL FUND REVENUES . :-:.:..... . Irt~. UcJPmts. Tra1Sfers 18".4 8% S'.4 Qher 2'.4 I!3Tax ~Fines I av SlY. .Irt~. . UcJPmts. 11hnifErs I Qher ~... av SlY. 8% Fines 2'.4 Tax fjf 2 . . . GENERAL FUND r:.,:EXPE~D~~.~=.:............................. :. GenernJ. ~lUlalt $1,400,050 Public Safety 2,983,800 Public Waks 936,800 ruture &Recreatim 532850 10fAL GNERALFUND $5,862,500 '4:::GENERAL F~.~.~..~.~~.~.~~~~ES III Gen_ 13vl 13 Public Safely Public Worlls CulURoc.. Public Worlls 18% K. CulUIlec. Gen_ 13vl 24% GENERAL GOVERNMENT *" a a;;;;riIm_-$'''i05'~ ty , AdninistraticnlF~ 610,950 Econcnic Thvelqxnnt 46,350 Electicm '29,700 L.t?fU 72,fJJJ Energy Oty 20,300 3 GENERAL GOVERNMENT- .:CONTINUED .:.:.... 'Planning -.-..................$"...230,500 Planning Commission 7,400 Govemrrent ~ldings.. 155,350 Council Contingency 130.000 TOTAL GNRL GOV'T $1,409,050 . PUBUC SAFETY -B:lt' ';~~f:. _.............................................. Building & Zoning $ 447,550 Police 2.150,600 Police Reserves 29,150 Fire 340,650 Fnrrgency~ 15,850 TOTAL PUBliC SAFElY $2,983,800 . PUBUC WORKS lEI::::: m~~~: ...._....................................................... Streets $577,fiXJ Snow Rermval 160,750 Equiprrent Repair 156,450 Engineering 42(xx) 1UTAL PUBUC\\GRKS $768,5XX) . 4 . . . CULTURE & RECREATION .&1.:" :::::.::: _.........u.......................................... Shade Tree $ Parks 7,950 230,150 232,500 62.250 Recreation Sr. Citizen Programs TOTAL RECREATION $532,850 EXPENDITURE SUMMARY BY ;::.::ACCOUNT ~~.:................................. . Personal Services $4,242,000 Supplies 415,550 Services & Charges 1,067,800 Capital Outlay -117.150 TOTAL $5,862,500 ::::::::::::::t::Expenditures by Account Type ..~................................................................... Services & Charges Supplle. 18% 7% Cap. OutlaylTran. Out 2% ~ Personal Services t'3 Supplies . Services & Charge. . Cap. OutlaylTran. Personal Out Services 73% 5 . . . SUPPLEMENTAL BUDGETS ....... :-:-:" .......... ........n.u.......................................... Library $ 66,650 Surface Water Mgmt. 173,600 Equipment Certificates 215,800 Equipment Reserve 182,700 Landfill 33,600 Ice Arena 496,200 .. PROPOSED TAX LEVY :i:)::. . .. ~~ on........................................ . On September 13 the Council approved a Maximum Tax Levy of $3,995,469. . The Maximum Tax Levy represents a levy increase of -- $366,255 or -- 10.09% ::::}} The Ci~'S Tax Revenue :~::.:AIIQCa.t!QO'............................................... .ot..... . Debt E1L1brary 7% 8% 1% 6 . . . ,I TAX RATE INFORMATION :';::::::. . ::: 1999 T~'~~~'''''''''''''''''ESnMA,iD.2000 TAXES RATE · Total - 121.130 plus . Total _ 119.362 plus .13629 school .11158 school referendum referendum · City - 29.324 . City - 30.194 . Educational . Educational Homestead Credit Homestead Credit Maximum - $320.00 Maximum - $390.00 ........ ... Where does your property tax :4:;payment go.?........................................ . All property tax payments are made to the county. After collection, Sherburne County distributes the tax revenues to School District 728, the City of Elk River, the Elk River EDA and HRA based on each entity's tax levy. ........ ... How much of my property tax t':doe~ .the..City..Qf..E.I.K..RiYer..get? . Typically, the City and County each get approximately 25% and the School District gets 50%. . If your property tax bill is $1,600, the City receives approximately $400. I 7 . . . .r:;;;:~::~n= Residental Homestead Market Value 120,000 126,000 Property Tax $ 1,679 $ 1,642 Commercia1lIndustrial Market Value 500,000 525,000 Property Tax $ 19,791 $ 20,101 *2000 Estimated based on Nov. 15, 1999, rates provided by Sherburne County CONCLUDING COMMENTS . :~::.... . ..... ::: . OPEN PUBliC HEARING - RECEIVE PUBliC QUESTIONS AND COMMENTS . CLOSE PUBliC HEARING OR CONTINUE HEARING TO 6:30, DECEMBER 13 . IF PUBliC HEARING IS CLOSED, ANNOUNCE SUBSEQUENT (ADOPTION) MEETING DATE - DECEMBER 13 8 " - ~,~ y ,..~ ;')'. 2000 BUDGET CITY OF ELK RIVER . f ;J . . . TABLE OF CONTENTS BUDGET MESSAGE ................................................................................................................................ SOURCE OF FUNDS ......................... ...... .... ......... ....... ..... ..... ................... .......................... ................ ...ill APPROPRIATION SUMMARY ............................................................................................................ N BUDGET DETAIL: REVENUES REVENUES NARRATIVE.......................................................................................................................2 REVENUE SU~Y ...........................................................................................................................4 BUDGETDETAIL:EXPEND~S MAYOR AND COUNCIL ........................................................................................................................8 ADMINISTRATION/FINANCE. ............................................................................................................10 ECONOMIC DEVELOPMENT.............. ...... .......... ........... .... .................. ........................... .......... .... ..... .12 ELECTIONS. ......... ........... ..... ............... .... ....... ............... .... ..... ..................... ...... .................... .... ............14 LEGAL.............................................................................................................................. .................... .16 ENGINEERING.... ........... ......................... ............ ........................................ ..... ...................... ...............18 BUILDING AND ZONING ....................................................................................................................20 ENERGY CITY...... ..... ...................... ....... ............. ........ ..... ... .......... ........ ............. ............... ................. ..22 PLANNING ...........................................................................................................................................24 PLANNING COMMISSION............... ..... .... ......... ...... ...... ........................ ........................ .................... ..26 GOVERNMENT BUILDINGS................................................................................................................28 POLICE DEPARTMENT........ ................. .... ........ ........ ............... ........................................... ................ 30 POLICE RESERVE ................................... .... ......... ....... ........... ........................ ............................ ..........32 FIRE DEPARTMENT.............................................................................................................................34 EMERGENCY PREPAREDNESS ..........................................................................................................36 STREETS ...............................................................................................................................................38 EQUIPMENT SERVICES ......................................................................................................................40 SNOW REMOVAL......... ...................... .......... ................ ...... ...... ................. ..... .......................... ...... ......42 SHADE TREE PROGRAM.................... .... ..... ... ...... ........ ............. ...... ........................... ... ................... ...44 PARKS ...................................................................................................................................................46 RECREATION .......................................................................................................................................48 SENIOR CENTER..................................................................................................................................50 CONTINGENCy................................. ........... .......... ................. ................ ................................. ............52 SUPPLEMENTAL BUDGET INFORMATION PUBLIC LffiRARY.................................................................................................................................56 SURFACE W AlER MANAGEMENT ... ........... ..... ............. ...... ................ ..................... .................... ....58 CITY SPECIAL ASSESSMENTS........... ...................... ......... .............................. ..... ............................. .60 ICE ARENA ........... .... ........... .............. ..... ... ...... ........ ... ...... ..... ..................... .... ................... .... .............. .61 EQUIPMENT CERTIFICAlES..............................................................................................................64 EQUIPMENT RESERVE........................................................................................................................66 SANITARY LANDFILL.........................................................................................................................68 HOUSING AND REDEVELOPMENT AUTHORITY .... .......... ........................ ......................... ................ ECONOMIC DEVELOPMENT AUTIIORITY .......................................................................................... GARBAGE COLLECTION PROGRAM.................................................................................................... LIQUOR STORE FUND ............................................................................................................................ W ASlE W AlER TREATMENT SYSlEM............................................................................................... 1999 COMPENSATION PLAN RESOLUTION ....................... ...................... ........................... ................ 1999 CITY T AJ{ LEVY RESOLUTION.. ...................... ....................... ............... ....... ........ ............... .....88 " , .. ,. r' / --'\{ ( II Cityof ~ Ell( . Ri"et " " -- 2000 GENERAL FUND BUDGET SOURCE OF FUNDS . 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED GENERAL PROPERTY TAX $2,470,418 $2,632,140 $2,993,950 $3,311,100 INTERGOVERNMENTAL REVENUES 1,041,805 1,169,775 1,028,800 1,061,100 CHARGES FOR SERVICES 509,976 516,794 436,500 482,400 FINES AND FORFEITS 84,221 115,753 95,000 115,700 LICENSES & PERMITS 492,321 540,826 351,150 478,100 OTHER REVENUES 122,621 147,091 78,250 92,700 USE OF RESERVES 25,000 TRANSFERS 270,169 295,000 354,800 321,400 TOTAL $4,991,531 $5,417,379 $5,363,450 $5,862,500 . . III ~ APPROPRIATIONS SUMMARY 1997 1998 1999 2000 Actual Actual Adopted Adopted . MAYOR & COUNCIL $ 79,778 $ 83,933 $ 106,400 $ 105,900 ADMINISTRATION & FINANCE 551,793 578,398 582,400 610,950 ECONOMIC DEVELOPMENT 35,880 35,983 33,150 46,350 ELECTIONS 18,500 19,913 13,400 29,700 LEGAL 83,652 77 ,232 72,600 72,600 ENGINEERING 39,502 34,775 42,000 42,000 BUILDING & ZONING 337,671 379,917 399,350 447,550 ENERGY CITY 14,773 15,854 21,050 20,300 PLANNING 139,818 163,774 215,050 230,500 PLANNING COMMISSION 6,153 6,331 7,300 7,400 GOVERNMENT BUILDINGS 175,457 177,555 134,400 155,350 POLICE 1,631,674 1,821,573 2,006,650 2,150,600 POLICE RESERVE 14,419 24,292 34,450 29,150 . FIRE 280,805 277,969 301,100 340,650 EMERGENCY PREPAREDNESS 19,363 17,088 14,050 15,850 STREETS 493,642 523,514 510,300 577 ,600 EQUIPMENT REPAIR & MAl NT. 137,377 155,779 136,200 156,450 SNOW REMOVAL 81,140. 53,529 124,550 160,750 STREET LIGHTING 1,301 1,500 SHADE TREE 8,188 10,160 11 ,500 7,950 PARKS 160,256 197,382 182,050 230,150 RECREATION 134,171 224,825 249,450 232,500 SR. CITIZEN PROGRAMS 40,354. 43,344 57,900 62,250 . CONTINGENCY 72,714 40,686 106,650 130,000 TOTAL $ 4,558,381 $4,963,806 $ 5,363,450 $ 5,862,500 . IV Budget Detail Revenues 2000 GENERAL FUND REVENUES . The general fund revenues for the 2000 budget are proposed in the amount of $5,862,500. This represents a $499,050 or 9.3 percent increase over the adopted 1999 budget. Property taxes for the city general fund budget in 2000 are projected in the amount of $3,311,100. This represents a $317,150 or 10.59 percent increase over the adopted 1999 general fund property tax figure. Property taxes represent 56.48 percent of the total 2000 general fund revenues. General fund taxes are almost 83 percent of the total city tax levy. It is estimated that the city tax rate will increase in 2000 by approximately 3 percent and go from 29.324 to 30.194. ' Intergovernmental revenues are projected in the amount of $1,061,100. This represents a $32,300 or 3.14 percent increase from the adopted 1999 budget. Intergovernmental revenues represent 18.1 percent of the total general fund revenues. By way of comparison, intergovernmental revenues represented 19.2 percent of the total general fund revenues in 1999 and 22.5 percent in 1998. This is a trend that bears watching as it may result in a greater dependence on taxes to support the operating budget. . The two biggest changes in this revenue category in 2000 are in the Local Government Aid (LGA) program and in the COPS Fast program. LGA increased $78,850 in 2000; however, this amount is offset by a decrease of $17,750 in the Local Performance Aid (LPA) program and a $36,650 decrease in the transfers revenue category. Accordingly, the LGA net increase is $24,450 while the "paper" increase is the above figure of $78,850. On the other hand, the COPS Fast funds are down a total of $31,700 in state and federal grants. The 2000 budgeted COPS Fast amount of $71,450 is expected to decrease to zero by the year 2003 as this program is being discontinued. The charges for services revenue category is projected in the amount of $482,400. This represents a $45,900 or 10.52 percent increase from the adopted 1999 budget. This budget revenue category represents approximately 8.23 percent of the total general fund revenues. Highlights in this revenue category include a $27,000 decrease in the school liaison program based on a new contract with the school district and a $73,900 increase in the building plan check fees. This increase in the. building plan check fees is mainly a result of the estimate for 1999 being low. The fines and forfeits revenue category is projected in the amount of . $115,700. This represents a $20,700 or 21.79 percent increase from the 2 . . . adopted 1999 budget. This budget category represents 1.97 percent of the total general fund revenues. The licenses and permits revenue category is projected in the amount of $478,100. This represents a $126,950 or 36.15 percent increase over the adopted 1999 budget. The licenses and permits revenue category represents 8.16 percent of the total general fund revenues. Last year this revenue category represented 6.55 percent of the total revenues. The main reason why this revenue category increased is due to growth related activities and estimates being low in 1999. In 2000, building permit revenues are projected to increase by $115,700 and plumbing/heating permits are projected to increase $11,250 with both projections being based on 90 percent of actual 1998 figures. The other revenues are projected in the amount of $92,700. This represents a $14,450 or 18.47 percent increase over the adopted 1999 budget. This revenue category represents 1.58 percent of the total general fund revenues. The increase in this category is due to additional interest income. Transfers are projected in the amount of $321,400. This represents a $33,400 or 9.41 percent decrease from the adopted 1999 budget. This revenue category represents 5.48 percent of the total general fund revenues. Almost all of the change in this category is related to the LGA revenue increase. In 1999, reserves were used to make up LGA losses and in 2000, all but $3,900 of these losses have been eliminated. This results in a transfer decrease of $36,650. The two largest transfers are the $110,000 from municipal liquor operation and the $90,000 from the municipal utilities. The $20,000 equipment and program reserve is from the D.A.R.E. fund to help offset the decrease in the school liaison program. It is a good policy for the city to not become dependent on annually using the un designated fund balance in order to balance the operating budget. In 1999, the city used $25,000 of the un designated fund balance for the budget and in 2000 this revenue source is not being used. As always, the city has attempted to be realistic in making projections for 2000 revenues. Many issues could cause variations in the actual revenues received, and this is especially true for the growth related revenues such as the building permits, plan check fees, administrative project fees, etc. All of these growth related revenues are projected at their highest level ever and will be carefully monitored. In review, staff believes that general fund revenues of $5,862,500 will be received in 2000 and will be sufficient in order to provide adequate municipal programs and services for the Elk River residents and property owners. 5: \fmance \ budget \ gfrev-OO.doc 3 SOURCE OF FUNDS GENERAL PROPERTY TAX INTERGOVERNMENTAL REVENUES CHARGES FOR SERVICES FINES & FORFEITS LICENSES & PERMITS OTHER REVENUES TRANSFERS USE OF RESERVES TOTAL 1997 ACTUAL $2,470,418 1,041,805 509,976 84,221 492,321 122,621 270,169 $4,991,531 1998 ACTUAL $2,632,140 1,169,775 516,794 115,753 540,826 147,091 295,000 $5,417,379 1999 ADOPTED $2,993,950 1,028,800 436,500 95,000 351 ,150 78,250 354,800 25,000 $5,363,450 . 2000 PROPOSED $3,311,100 1,061,100 482,400 115,700 478,100 92,700 321 ,400 $5,862,500 GENERAL PROPERTY TAX Ad Valorem Tax ........................................... $3,311,100 $3,311,100 INTERGOVERNMENTAL REVENUES Local Government Aid HACA PERA Aid Police Relief Gravel Tax Urban Street Maintenance Cops Fast Grant Police Training Reimbursement Other Grants (Safe & Sober) ........................................... ........................................... ........................................... ........................................... ........................................... ........................................... ........................................... ........................................... ........................................... CHARGES FOR SERVICES GENERAL GOVERNMENT Administrative Project Fees Plan Check Fees Planning & Zoning Fees Contractor License Surcharge Sewer Inspection Fees Miscellaneous Sales Assessment Searches ........................................... ........................................... ........................................... ........................................... ........................................... ........................................... ........................................... PUBLIC SAFETY School Liaison Police Contract Impound Fees Fire Calls & Contracts 277,000 498,250 11,500 114,900 45,000 28,000 71 ,450 7,500 7,500 50,000 201,650 17,500 5,200 1,000 1,500 5,000 ........................................... 43,000 7,000 2,300 76,000 ........................................... ........................................... ........................................... PUBLIC WORKS Street Services ........................................... 3,000 RECREA TION Recreation Fees 69,250 ........................................... 4 . 1 ,061 ,1 00 . 482,400 . . . SOURCE OF FUNDS FINES & FORFEITS Court Fines Parking Fines LICENSES & PERMITS PERMITS Building Permits Building Permit Surcharge Plumbing & Heating Permits Other Non-Business LICENSES Dog/Cat Cigarette Liquor Amusement Gas Fitters Garbage Haulers Mineral Extraction Apartment Licenses Other Business OTHER REVENUE Interest Landfill Surcharge Contribution-Guardian Angels Refunds & Reimbursements TRANSFERS Liquor Equipment & Program Reserve Street Reserve Landfill NSP/RDF Reserve Sewer Utilities Development Economic Development Authority Housing & Redevelopment Authority Undesignated Fund Balance TOTAL SOURCE OF FUNDS 5 110,700 5,000 339,200 800 63,250 1,000 1,900 2,500 35,000 2,250 1,800 750 10,800 11,850 7,000 80,000 9,000 3,700 110,000 20,000 45,000 19,750 19,750 10,000 90,000 3,900 2,000 1,000 115,700 478,100 92,700 321 ,400 o $5,862,500 , , , .J rl Budget Detail Expend itu res MAYOR AND COUNCIL Provides for the legislative and policy making activities of the municipal government. Provides for the planning and control of municipal expenditures through the adoption of an annual budget. Provides for the generation of revenue through the levying of taxes, fees, and rate structures. Provides for citizens' input to the policy process through advisory commissions, neighborhood, civic and community groups. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $105,900; - A $500 decrease compared to the adopted 1999 budget; - Approximately 2% of the total general fund expenditures. The personal services expenditure category increased by $6,850 in 2000. This increase is due to additional hours for the part time cable TV programmer and the hiring of a back-up assistant for this position. The city is going to narrowcasting in 2000 and more time will be required for putting together public information videos. The supplies category is projected to increase by $4,900 in 2000. This increase is due to the narrowcasting of our cable TV system and the supplies needed in order to put on additional, higher quality videos. The supplies include cable TV lights, microphones, tapes, music, etc. The other new expenditure in the supplies category is for City of Elk River pins. About $2,000 is planned to be spent on pins in 2000. The other services and charges category is projected to decrease by $12,250. However, in 1999, this category included $19,000 for the city code recodification project and this expenditure is not in the 2000 budget. Accordingly, when making an adjustment for this recodification project, this budget category is going up by $6,750. This increase is spread throughout the budget including the dues, publications, and professional services line items. 8 " '< . . . " . MA YOR & COUNCIL 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $36,169 $39,522 $44,450 $51,300 SUPPLIES 3,242 3,102 2,000 6,900 OTHER SERVICES & CHARGES 40,367 41,309 59,950 47,700 CAPITAL OUTLAY 0 0 0 0 TOTAL $79,778 $83,933 $106,400 $105,900 EXPENDITURE ANALYSIS PERSONAL SERVICES Overtime PAY ..................................... $300 Part Time Pay .............................11...... 45,850 Employee Pensions ..................................... 4,300 Employee Insurance ..................................... 850 $51,300 SUPPLIES Office Supplies ..................................... 6,900 6,900 . OTHER SERVICES & CHARGES Other Professional Services ..................................... 5,500 Postage ..................................... 2,000 Conferences & Schools ..................................... 2,200 Publishing ..................................... 16,700 Insurance ..................................... 6,500 Dues & Subscriptions ..................................... 8,900 Miscellaneous Programs ..................................... 5,900 47,700 CAPITAL OUTLAY Furniture & Equipment ..................................... 0 0 $105,900 . 9 ADMINISTRATION/FINANCE Provides for the execution of city policy as adopted by the city council. Provides for such administration activities as may be required in municipal operations but which are not unique to, therefore not assignable to, other operating programs. Provides for the preparation and maintenance of official records. Provides for central personnel services. Provides for the fiscal management, processing, and maintenance of all accounting transactions of the city, including budgetary controls, and the Comprehensive Annual Financial Report. Receives employee time cards, coordinate employee benefit and insurance coverage and prepares payroll checks and related records. Provides for the distribution of costs for special improvement projects to property owners and the receipt of payments. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $610,950; - A $28,550 or 4.9% increase compared to the adopted 1999 budget; - Approximately 10.5% of the total general fund expenditures. The most significant expenditure category in this budget is personal services. This expenditure category composes almost 81 percent of the total administration/finance budget. This category is up $19,400 or approximately 4.1 percent in 2000 and is the majority of the increase in this budget. The rest of the budget increase is mainly in the equipment repair maintenance line item. This line item is up $5,150 in 2000. The major reason for this increase is a low estimate in 1999 for existing maintenance contracts, plus the city has added some new equipment that requires additional maintenance contracts. The largest non-personal services line item in this budget is for other professional services. Major expenditures within this line item include $12,500 to the county for city-wide assessing services and $8,000 for computer network consulting services. The capital outlay expenditures are for the copy machine lease payment of $10,650 and the purchase of a check signer for $3,500. 10 " . . . . . . " ADMINISTRA TION/FINANCE PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 1997 ACTUAL $426,806 17,192 84,882 22,913 $551,793 1998 ACTUAL $447,114 12,693 84,805 33,786 $578,398 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay Overtime Pay Employee Pensions Employee Insurance SUPPLIES Office Supplies Operating Supplies OTHER SERVICES & CHARGES Audit Other Professional Services Telephone Postage Conferences & Schools Publishing Insurance Equipment Repair & Maintenance Dues & Subscriptions Recording/Service Fees Miscellaneous CAPITAL OUTLAY Equipment 11 1999 ADOPTED $474,800 11,200 83,850 12,550 $582,400 $405,700 2,000 47,300 39,200 10,300 1,500 11,000 25,900 4,500 5,000 11,850 4,500 4,750 15,350 3,250 1,100 3,600 2000 PROPOSED $494,200 11,800 90,800 14,150 $610,950 $494,200 11,800 90,800 14,150 14,150 $610,950 ECONOMIC DEVELOPMENT Provides for the proper long range planning for the future economic development of the city. Markets and promotes the community to prospective businesses; encourages the expansion and retention of existing businesses. Directs activities such as research, analysis, and evaluation of information to determine economic impact of proposed developments; prepares, updates and implements various economic development plans and documents for the city. Executes the economic development authority (EDA), the housing and redevelopment authority (HRA) budgets for financing city-wide economic development activities. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $46,350; - A $13,200 increase compared to the adopted 1999 budget; - Less than 1% of the total general fund expenditures. Economic development expenditures for the city are divided up between this general fund economic development budget, the economic development authority (EDA) budget, and the housing and redevelopment authority (HRA) budget. At one time the city had a goal of having all of the economic development expenditures take place outside of the general fund budget, but this goal may never be realized as total economic development expenditures continue to increase. Most recently, the department had a staff addition and this full time position is reflected in the 2000 budget increase. The economic department now has the Director, Assistant Director, and an approximately one-third time secretarial position. This general fund economic development budget includes 35 percent of the total personal services allocated toward economic development activities. All other economic development related expenses including supplies and other charges/services are located in the EDA and HRA budgets. 12 " . . . . . . " ECONOMIC DEVELOPMENT 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $32,686 $32,748 $33,150 $46,350 SUPPLIES 0 0 0 0 OTHER SERVICES & CHARGES 3,194 3,235 0 0 CAPITAL OUTLAY 0 0 0 0 TOTAL $35,880 $35,983 $33,150 $46,350 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Salaries .................................... $38,150 Employee Pensions .................................... 4,400 Employee Insurance .................................... 3,800 $46,350 13 '. ELECTIONS . Provides for the conducting of the national, state, and local elections in accordance with statutory requirements. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $29,700; - A $16,300 increase compared to the adopted 1999 budget; - Less than 1% of the total general fund expenditures. National elections are scheduled for 2000. This budget is up about 50 percent from the expenses of the 1998 state election and the 1996 national election. Most of the additional expenses are in the personal services category due to the adding of two additional polling locations. The city is going from four polling locations in 1996 and 1998, to six polling locations in 2000. The two largest populated wards in the city are now going to have two precincts in each ward. The addition of two polling locations requires . additional judges, voting booths, supplies, etc. Additionally, after the 2000 census and for the 2002 election, the city will have gone through the redistricting process and it is anticipated that all four wards will each have two precincts for a total of eight polling locations. This again will require additional judges, voting booths, supplies, etc. The purchase of 20 additional voting booths in 2000 is located in the operating supplies line item and is the reason for the significant increase in this expenditure line item when comparing 2000 with 1998 actuals. A number of years ago the city began purchasing optical scanner equipment to allow the city to offer better election services at the polling locations. This equipment will instantly advise the voter if errors have been made in the ballot and state law then allows the voter to correct mistakes by re-voting. Furthermore, this equipment allows the city to tabulate its own results rather than using the county for this service. Ultimately this will end up saving the county significant time during election evenings and will allow the city to have results made available in a timely manner. Additional optical scanner equipment is programmed to be purchased next year and will be identified in the 2001 budget. . 14 I- . ELECTIONS 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $0 $9,606 $0 $18,000 SUPPLIES 0 2,559 0 7,900 OTHER SERVICES & CHARGES 0 1,548 0 3,800 CAPITAL OUTLAY 18,500 6,200 1 3,400 0 TOTAL $18,500 $19,913 $13,400 $29,700 EXPENDITURE ANALYSIS PERSONAL SERVICES Part Time Pay ..................................... $18,000 Employee Pensions ..................................... 0 Employee Insurance ..................................... 0 $18,000 SUPPLIES Operating Supplies ..................................... 7,900 7,900 OTHER CHARGES & SERVICES . Postage ..................................... 200 Printing & Publishing ..................................... 1, 1 50 Conferences & Schools ..................................... 1 ,400 Equipment Repair & Maint. ..................................... 1,050 3,800 CAPITAL OUTLAY Equipment ..................................... 0 0 $29,700 . 15 .. LEGAL Provides for legal counsel to the city council and city staff. . Provides for legal representation on behalf of the municipality in the prosecution or defense of proceedings in which the municipality is a party. Provides for the review of ordinances, resolutions, contracts, and other legal documents. Does not include prosecution by the county on behalf of the city for misdemeanor related cases. 2000 BUDGET COMPARED TO 1999 BUDGET This departmental budget is: - Proposed in the amount of $72,600; - Identical to the adopted 1999 budget; - Slightly over 1% of the total general fund expenditures. This budget is scheduled to remain the same in 2000 in spite of the 1997 and 1998 actual expenditures being higher than the 1999 adopted budget. The . reason behind keeping this budget at the same level is due to extraordinarily high expenses that were realized in 1997 and 1998 due to personnel legal advice being required from the Larkin Hoffman law firm. Lower personnel legal expenses are being incurred in 1999 and are also anticipated in 2000. The city uses the law firm of Gray, Plant Mooty, Mooty, Bennett, P.A., for its city attorney services. Peter K. Beck is the city attorney. This law firm provides the city with all of its legal services with the exception of personnel services and bond review services. Additionally, the county provides prosecution services for misdemeanor related cases. Gray Plant Mooty is a full service law firm and provides the city with its legal services in the area of environmental, building and zoning, planning, and general administration. Only the very large municipalities in Minnesota (typically Class I cities) have a legal staff as city employees. In this regard, all but a very few Minnesota cities use consulting firms for city attorney services. . 16 ~ . LEGAL 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $0 $0 $0 $0 SUPPLIES 0 0 0 0 OTHER SERVICES & CHARGES 83,652 77,232 72,600 72,600 CAPITAL OUTLAY 0 0 0 0 TOTAL $83,652 $77,232 $72,600 $72,600 EXPENDITURE ANALYSIS OTHER SERVICES & CHARGES Other Professional Services ..................................... $72,600 $72,600 . . 17 ENGINEERING Provides for the preparation of plans, specifications and estimates for the design, construction, maintenance, and operation of physical facilities including streets, sanitary sewers, storm sewers, watermains and street lights. Provides for the city engineering consultant to respond to specific questions from the city council and to participate in special long and short range planning and engineering projects. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $42,000; - Identical to the adopted 1999 budget; - Less than 1% of the total general fund expenditures. This budget is difficult to estimate based on the uncertainty as to when and which issues initiated by the city will require time from the city engineering firm. Examples of city engineering services charged to the general fund include work on the capital improvement program, updating the city maps, review of the city assessment policy, and other work as requested by the city administrator, building and zoning administrator, director of planning, street/park superintendent, and the city council. The city uses Howard R. Green - MSA Consulting Engineers as its city engineering firm. This full service engineering firm provides the city with the total range of engineering services that are required. As with other city consultants, the city passes through engineering expenses to developers for services provided on projects. Also some engineering services are financed as part of public improvement projects as authorized by the city council, and are therefore outside of the general fund. ~ . . Almost annually, the city evaluates its engineering needs in terms of whether or not it is time for the city to create its own engineering department. This would not be just one employee, but would also include support staff such as clerical and engineering techs. The development of a city engineering department would cost more money, but this additional expense may be offset by the benefits of having additional services. Making the issue more . complex, is office space needs and whether or not the current city hall facility can accommodate an addition three to four employees as an engineering department. There are no provisions in this 2000 budget for the establishment for a new city department. 18 .,. . ENGINEERING 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $0 $0 $0 $0 SUPPLIES 0 0 0 0 OTHER SERVICES & CHARGES 39,502 34,775 42,000 42,000 CAPITAL OUTLAY 0 0 0 0 TOTAL $39,502 $34,775 $42,000 $42,000 EXPENDITURE ANALYSIS OTHER SERVICES & CHARGES Other Professional Services ..................................... $42,000 $42,000 . . 19 .. BUILDING AND ZONING . Provides for the administration and enforcement of municipal ordinances relating to zoning, building, plumbing, electrical, heating and signs through the following: *Inspection of building and development plans *Issuance of permits and licenses as required *Inspection of buildings and structures under construction *Zoning code enforcement Provides for the administration and enforcement of the housing maintenance program to ensure that the rental housing stock is in compliance with municipal and state health, safety, and nuisance regulations Provides the principal contact on environmental issues including work related to the landfill, the NSP and UP A Refuse Derived Fuel project, the gravel mining industry, and compliance with the state wetlands law. 2000 BUDGET COMPARED WITH 1999 BUDGET . This departmental budget is: - Proposed in the amount of $447,550; - A $48,200 or 12% increase compared to the adopted 1999 budget; - Approximately 7.5% of the total general fund expenditures. Personal services is the largest expenditure category in this budget. Approximately 90 percent of the total expenditures for building and zoning activities are for personal services. This category is proposed to increase $39,700. Part of this increase is for the addition of a full time seasonal building inspector. The building and zoning department includes the following employees: the building and zoning administrator, the building official, two building inspectors, a seasonal building inspector, the housing inspector, a part time code enforcement officer, the environmental officer/secretary, and the building and zoning secretary. There are no major changes in this proposed budget compared to last year. However, conferences and schools are up slightly to reflect the additional employee plus the requirements for more training in the building inspection . profession and the capital outlay line item is up in order to do a modest building renovation in order to create more space for the inspectors. Additionally, it should be noted that $20,000 is planned to be spent by way of equipment certificates for a new building and zoning inspector truck. 20 . . . I< PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL PERSONAL SERVICES Regular Pay Overtime Pay Part Time Pay Employee Pensions Employee Insurance SUPPLIES Office Supplies Motor Fuels & Lubricants Uniform Allowance Operating Supplies OTHER SERVICES & CHARGES Telephone Postage Conferences & Schools Publishing Insurance Equip. Repair/Maint. Services Dues & Subscriptions CAPITAL OUTLAY Equipment* *See Equipment Certificate Budget BUILDING & ENVIRONMENTAL 1997 ACTUAL $301,458 9,893 22,844 3,476 $337,671 EXPENDITURE ANALYSIS 21 1998 ACTUAL $342,314 11,864 20,725 5,014 $379,917 1999 ADOPTED $363,450 11,800 21,500 2,600 $399,350 $308,800 1,300 20,800 36,650 35,600 6,200 2,700 1,500 2,200 4,000 1,600 8,300 700 1,600 6,900 1,100 7,600 2000 PROPOSED $403,150 12,600 24,200 7,600 $447,550 $403,150 12,600 24,200 7,600 $447,550 " ENERGY CITY "Energy City" is a joint program between the Minnesota . Environmental Initiative, through its Energy Alley Subcommittee, and the City of Elk River. This program creates a focal point for Minnesota's energy industry, renewable energy, and alternative energy technologies. Provides the principal contact and staff support services for coordinating the energy city program and promoting Elk River as a community that values energy efficiency and welcomes industry that has an energy efficient and environmentally safe philosophy. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $20,300; - A $750 decrease compared to the adopted 1999 budget; - Less than 1% of the total general fund expenditures. This city budget began in 1996 when the city was selected by the state to be its "energy city." This program is intended to promote energy efficiency as a way of life. This is a long term program whereby results may not be visible for many years, and this city program requires significant support, cooperation, and coordination from the state. The goals of the program include providing inducements and incentives for companies that produce energy efficient products to locate in the community. . The majority of this budget is for personal services. Estimates for 2000 include 20 percent of the building and zoning administrator's time and 10 percent of the environmental officer's time being dedicated toward energy city activities. This budget is going down slightly in 2000 as historically, the city has not spent the funds allocated for such items as printing and publishing, conferences and schools, and supplies, so these line items are either decreased or eliminated in the 2000 budget. . 22 . ENERGY CITY 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $10,607 $15,823 $18,350 $18,500 SUPPLIES 394 0 500 0 OTHER SERVICES & CHARGES 3,772 31 2,200 1,800 CAPITAL OUTLAY 0 0 0 0 TOTAL $14,773 $15,854 $21,050 $20,300 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay ..................................... $15,100 Employee Pensions ..................................... 1,750 Employee Insurance ..................................... 1,650 $18,500 OTHER SERVICES & CHARGES Conferences & Schools ..................................... 900 Publishing ..................................... 900 1,800 . $20,300 . 23 PLANNING . Provides the principal contact between the developers of residential, commercial, and industrial properties. Coordinates staff reports for planning commission and city council deliberations concerning zoning, variances, platting, and conditional use permits. Program efforts relate to everyday relationships between planning, implementation and development of the city. Serves as liaison for the planning commission and the park and recreation commission, reviews and makes recommendations on current activities, and develops long-range plans to guide the physical development of the municipality. Provides for city planning consultants to offer input, when requested, on planning proposals, and special long and short range planning ~~. I 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: . - Proposed in the amount of $230,500; - A $15,450 or 7.2% increase compared to the adopted 1999 budget; - Approximately 4% of the total general fund expenditures. Slightly over 88% of the expenditures in this budget are for personal services. The personal services category is proposed to increase by $13,800, which represents almost all of the budget increase. This increase is due to typical cost of living increases and step increases within the pay plan. The planning department has a staff of four: director of planning, senior planner, planner, and planning secretary. The other changes in this departmental budget even out against each other. The equipment repair and maihtenance services line item is down, which slightly offsets an increase in the other professional services line item. The other professional services line item is going up due to the need for consulting services to help with the GIS program and the ArcView mapping system program. . 24 , . PLANNING 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $1 22,314 $144,047 $189,200 $203,000 SUPPLIES 2,925 4,167 3,000 3,100 OTHER SERVICES & CHARGES 10,743 12,737 22,850 24,400 CAPITAL OUTLAY 3,836 2,823 0 0 TOTAL $139,818 $163,774 $215,050 $230,500 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay ..................................... $1 61 ,400 Overtime Pay ..................................... 3,800 Employee Pensions ..................................... 18,800 Employee Insurance ..................................... 19,000 $203,000 SUPPLIES Office Supplies ..................................... 3,000 Motor Fuels & Lubricants ..................................... 100 3,100 . OTHER SERVICES & CHARGES Other Professional Services ..................................... 4,800 Telephone ..................................... 2,900 Postage ..................................... 1,200 Conferences & Schools ..................................... 5,900 Publishing ..................................... 3,600 Insurance ..................................... 1 ,400 Equip. Repair/Maint. Services ..................................... 2,600 Dues & Subscriptions ..................................... 1,200 Recording Fees ..................................... 800 24,400 CAPITAL OUTLAY Equipment ..................................... 0 0 $230,500 . 25 '\- PLANNING COMMISSION . Provides for the training and membership in planning related associations in order to increase the professionalism of the seven member volunteer planning commission. The planning commission provides recommendations to the city council on all planning and zoning related issues. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $7,400; - A $100 increase compared to the adopted 1999 budget; - Less than 1% of the total general fund expenditures. This budget contains funding for the training of planning commission members by way of attendance at local, state, and national conferences. This budget includes funding for two planning commission members to attend a national conference subject to city council approval. If more than two . planning commission members desire to attend the national planning conference, the funding would have to come from the city council contingency budget and council approval would be necessary. . 26 ~ . PLANNING COMMISSION 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $2,378 $961 $1,500 $1,500 SUPPLIES 0 0 0 0 OTHER SERVICES & CHARGES 3,775 5,370 5,800 5,900 CAPITAL OUTLAY 0 0 0 0 TOTAL $6,153 $6,331 $7,300 $7,400 EXPENDITURE ANALYSIS PERSONAL SERVICES Overtime Pay ............................................ $1,300 Employee Pensions ............................................ 150 Employee Insurance ............................................ 50 $1,500 OTHER SERVICES & CHARGES Postage ............................................ 300 . Conferences & Schools ............................................ 5,000 Insurance ............................................ 350 Dues & Subscriptions ............................................ 250 5,900 $7,400 . 27 .. GOVERNMENT BUILDINGS . Provides for the cleaning of city administration office space and the maintenance of most city owned facilities. Provides for the partial financing of the city hall facility, which was constructed in 1992-93. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $155,350; - A $20,950 or 15.6% increase compared to the adopted 1999 budget; - Approximately 2.65% of the total general fund expenditures. The most significant increase in this budget for 2000 is in the personal services category. An additional half time employee is proposed to be added to the staff. The personal services category is proposed to increase $18,350, which is the majority of this budget increase. In 2000, the government . building staff will total 1.5 employees. Approximately 67 percent of the expenses for these employees is charged to this government buildings budget and the other 33 percent is charged to the library for services rendered. The two main reasons for the employee addition is for a suitable back-up for cleaning services when the full time employee is gone for such things as conferences, workshops, vacation or sick time, and also to allow the full time employee to concentrate more on building maintenance and preventive maintenance activities and less on cleaning activities. The city building maintenance employee is Sue Herrboldt and she has been with the city since mid 1998. The largest expenditure in this budget is the transfer out for payment of part of the city hall-police station lease/purchase plan. The total annual debt service for this facility is in the $270,000 range so this budgeted transfer out for building debt is only a small part of the total annual payment. The last payment on the facility takes place in February 2011. . 28 . . . ~ GOVERNMENT BUILDINGS PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAYfTRANSFER TOTAL 1997 ACTUAL $0 7,090 64,567 103,800 $175,457 1998 ACTUAL $13,797 9,005 63,134 91,619 $177,555 1999 ADOPTED $20,300 7,000 39,500 67,600 $134,400 2000 PROPOSED $38,650 7,300 42,800 66,600 $155,350 PERSONAL SERVICES Regular Pay Overtime Pay Part Time Pay Employee Pensions Employee Insurance SUPPLIES Operating Supplies Fuels & Lubs OTHER SERVICES & CHARGES Travel Conferences & Schools Insurance Utilities Bldg. Repair/Maint. Services Equip. Repair/Maint. Services Cleaning Services CAPITAL OUTLAY Equipment Transfer Out - Building Debt EXPENDITURE ANALYSIS 29 $22,500 1,000 5,850 3,350 5,950 6,800 500 400 6,500 1 9,000 3,900 10,000 3,000 o 66,600 $38,650 7,300 42,800 66,600 $155,350 POLICE DEPARTMENT Provides for overall administration and management of the police department. Provides for the investigation of criminal incidents and the apprehension of criminal offenders through the gathering, analysis, preservation and presentation of evidence. Provides for the protection of life and property and an atmosphere of community security through the deterrence of criminal activity by visible patrols; the enforcement of traffic laws and accident investigation; the apprehension of criminal offenders; emergency response services; and the delivery of other community services. Provides for the supportive service of record maintenance and property inventory and security. Provides police liaison and D.A.R.E. programs to Elk River schools as agreed upon by the city and school district. Provides for the enforcement of ordinances relating to the control of animals and the apprehension of unleashed animals. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $2,150,600; - A $143,950 or 7.2% increase compared to the adopted 1999 budget; - Approximately 36.7% of the total general fund expenditures. The personal services category represents approximately 87 percent of the total budget. This budget category increases by $105,550 in 2000. One new police officer is scheduled to be added to the department in 2000. Most of the remaining budget increase is in the other services and charges category and relates to communication issues. The city added mobile personal computers to the patrol vehicles in 1999. The annual connection fees for the PC phone lines plus the maintenance contract is $17,000. Additionally, the general telephone expense was estimated low in 1999 so this expenditure has to increase, and finally, the state charges to the city for computer connections increased by $4,000. The capital outlay expenditures are for the lease purchase of a new copy machine and for the purchase of cameras. In addition to these capital outlay expenditures, it is planned that $136,200 be spent out of equipment certificates for the purchase and set-up of five police patrol vehicles. 30 "- . . . . . . ;.. PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL POLICE 1997 ACTUAL $1,435,757 85,930 108,896 1,091 $1,631,674 1998 ACTUAL $1,655,264 49,081 111,228 6,000 $1,821,573 1999 ADOPTED $1,762,500 101,000 137,150 6,000 $2,006,650 2000 PROPOSED $1,868,050 102,600 167,300 12,650 $2,150,600 PERSONAL SERVICES Regular Pay Overtime Pay Employee Pensions Employee Insurance SUPPLIES Office Supplies Motor Fuels & Lubricants Uniform Allowance Operating Supplies Equipment Parts OTHER SERVICES & CHARGES Other Professional Services Telephone Postage Conferences & Schools Publishing Insurance Bldg. Repair/Maint. Services Equip. Repair/Maint. Services Cleaning Services Contractual Services (Animal Control) Dues & Subscriptions Licenses & Taxes Miscellaneous CAPITAL OUTLAY Equipment* *See Equipment Certificate Budget EXPENDITURE ANALYSIS 31 $1,520,950 36,000 149,950 161,150 9,500 25,000 16,300 45,800 6,000 3,300 25,200 2,400 23,250 1,500 23,500 2,000 62,900 1 2,1 50 5,000 2,100 1,000 3,000 $1,868,050 102,600 1 67,300 12,650 12,650 $2,150,600 ... POLICE RESERVE . Provides civilian liaison to the police department for assistance during community events and typical weekend activities. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $29,150; - A $5,300 decrease compared to the adopted 1999 budget; - Less than 1% of the total general fund expenditures. The police reserves contribute approximately 2,500 hours of service to the community each year. A significant number of these hours are spent in training meetings and on mandatory patrol activities. In general terms, the police reserves are paid for their services for only two events throughout the year. These two events are the county fair and the 4th of July celebrations. Occasionally the reserves will be paid for other special city work assignments such as attending Emporium activities and there are occasions when the . reserves are hired for school sporting events, school dances, or by businesses for such things as general mall security. Nonetheless, by far, the majority of the reserves time is spent on general city police duties and business, which is considered a voluntary service and contribution to the community. These services are greatly appreciated. The police reserves currently have fourteen members. Recently there has been an effort to add to the reserve force. By adding reserves, the city hopes to retain membership by spreading out the workload to more volunteers. This goal is reflected in past budgets where substantial funds were allocated for new uniforms. The proposed amount for uniform allowance is down in 2000 and this indicates that Police Reserve Liaison, Sergeant Ron Nierenhausen, believes that the reserve force has stabilized and will remain so in 2000. The most significant increase in the police reserves budget for 2000 is in the capital outlay category. In this regard, $4,500 has been requested for the purchase of four or five portable radios. This increase in the capital outlay category is more than offset by decreases in the supplies and the other services and charges categories. . 32 " . POLICE RESERVE 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $4,196 $7,364 $11,400 $10,850 SUPPLIES 7,855 8,948 14,450 8,900 OTHER SERVICES & CHARGES 2,368 3,431 8,600 4,900 CAPITAL OUTLAY 0 4,549 0 4,500 TOTAL $14,419 $24,292 $34,450 $29,150 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay ..............11.......................... $3,000 Part Time Pay .......................................... 6,000 Employee Pensions .......................................... 700 Employee Insurance .......................................... 1,150 $10,850 SUPPLIES Uniform Allowance .......................................... 6,000 . Operating Supplies .......................................... 2,900 8,900 OTHER SERVICES & CHARGES Other Professional Services .......................................... 1,950 Conferences & Schools .......................................... 1,900 Printing & Publishing .......................................... 300 Insurance ....11........11.......................... 750 4,900 CAPITAL OUTLAY Equipment .......................................... 4,500 4,500 $29,150 . 33 FIRE DEPARTMENT Provides for the overall administration of the fire department. Included is the preparation and distribution of information regarding public safety programs, preparation of the annual budget, training of firefighters, plus the acquisition and maintenance of equipment and facilities. Provides for the inspection of building plans, buildings under construction, and existing structures in order to secure compliance with fire protection codes. Provides for the controlling and extinguishing of fires of all types in order to minimize personal injury, loss of life and property damage. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $340,650; - A $39,550 or 13% increase compared to the adopted 1999 budget; - Approximately 5.8% of the total general fund expenditures. All but $5,150 of the total budget increase is in the personal services category and most of the increase for another full time employee. This full time employee will either be an assistant fire chief or a full time inspector. The budget also calls for some inspections to be completed by part time employees. It should be noted that the other part time pay goes to the firefighters and this is based on approximately 420 calls in the year 2000. In addition to being paid for fire calls, the firefighters are also paid for training hours. The capital outlay expense is for part of the fire pumper payment. These general fund monies are combined with equipment reserve monies to make the annual $56,000 pumper payment. The last payment for the $300,000 pumper is in 2002. An additional capital outlay expense for the fire department is also located in the equipment certificate budget. This expenditure calls for $20,000 to be spent on self contained breathing apparatus equipment. Additionally, plans are being formulated for the purchase of a $275,000 tanker in 2002. This purchase is possible by way of using funds that are "freed up" because of the above noted last payment on the pumper in 2002 and because the last payment for the aerial platform ladder truck takes place in 2001. 34 ... . . . . . . FIRE PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 1997 ACTUAL $158,322 34,610 72,713 1 5, 1 60 $280,805 1998 ACTUAL $185,297 30,847 48,41 2 13,413 $277,969 1999 ADOPTED $207,750 29,550 50,800 13,000 $301,100 2000 PROPOSED $242,150 30,900 54,600 13,000 $340,650 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay (90%) Part Time Pay - Inspections Part Time Pay Employee Pensions Relief Assn Pension Employee Insurance SUPPLIES Office Supplies Motor Fuels & Lubricants Uniform Allowance Operating Supplies OTHER SERVICES & CHARGES Other Professional Services Telephone Postage Conferences & Schools Publishing Insurance Utilities Building Repair & Maintenance Equipment Repair & Maintenance Cleaning Services Dues & Subscriptions .. .................................... CAPITAL OUTLAY Equipment - Pumper payment* * See Equipment Reserve and Equipment Certificate Budgets 35 $92,950 7,000 89,550 14,650 22,000 16,000 800 2,500 650 26,950 3,750 1,550 500 11,600 900 14,500 7,500 3,200 9,100 250 1,750 13,000 $242,150 30,900 54,600 1 3,000 $340,650 " EMERGENCY PREPAREDNESS Provides for the preparation of response and survival plans which may be used in the event of natural or man-made disasters (such as a tornado or a train derailment), for the administration of training programs for implementation of those plans, and for the provision and inspection of emergency preparedness sirens and other equipment. . 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $15,850; - An $1,800 increase compared to the adopted 1999 budget; - Less than 1% of the total general fund expenditures. The city allocates 10 percent of the fire chiefs time toward emergency preparedness activity. This is the only manpower charged to this emergency preparedness budget while, in reality, other firefighters and staff members participate in emergency preparedness activities. For example, in 1998, significant training took place to prepare staff for how to respond to a natural . disaster and a full scale (one day) practice disaster drill took place. Additionally, in 1999, a significant amount of training exercises and departmental work has been necessary in order to plan for a potential Y2K emergency at the end of the year. This is a relatively small budget and there are few changes in 2000 as compared to 1999. However, it should be noted that another emergency preparedness siren is planned to be purchased in 2000, and this expense is identified in the equipment certificate budget. This will be the eighteenth emergency preparedness siren in the city. Three additional sirens to be purchased in the next few years will provide the city with nearly 100 percent coverage. . 36 . . . #^ EMERGENCY PREPAREDNESS PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 1997 ACTUAL $6,717 7,667 4,979 o $19,363 1998 ACTUAL $7,042 2,963 7,083 o $17,088 1999 ADOPTED $7,100 1,850 5,100 o $14,050 2000 PROPOSED $7,800 2,050 6,000 o $15,850 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay Employee Pensions Employee Insurance SUPPLIES Office Supplies Operating Supplies OTHER SERVICES & CHARGES Telephone Postage Conferences & Schools Publishing Utilities Equip. Repair/Maint. Services Dues & Subscriptions CAPITAL OUTLAY Equipment * * See Equipment Certificate Budget 37 $6,600 650 550 200 1,850 1,100 100 500 200 1 ,400 2,500 200 o $7,800 2,050 6,000 o $15,850 STREETS Provides for the maintenance and preservation of the public road system through patching, sealing, grading and overlays. Provides for the sweeping of streets and collection and disposal of debris from streets and roadways. Provides for the maintenance of the storm drainage system. Provides for the installation, operation, maintenance and replacement of traffic control devices such as street signs, pavement markings, and guard rails on all city roadways within the municipality. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $577,600; - A $67,300 or 13.2% increase compared to the adopted 1999 budget; - Approximately 10% of the total general fund expenditures. The majority of this budget increase is located in the personal services category. This category is projected to increase $50,850 in 2000, and part of the reason for this increase is the addition of another 1h time employee. The city is going to hire a full time employee that will be shared between the ice arena and the streets department in 2000. The city has a combined street/park department where employees work on streets, snow removal, parks, athletic fields, and to a lesser degree, on outdoor ice rinks, the shade tree program, and at the library. Additionally, two full time employees are assigned to the equipment services program. Excluding this equipment repair and maintenance program, about 63 percent of the total expenses for street/park employees is allocated towards streets. As noted above, most of the budget increase is in personal services but the largest expense and increase outside of personal services is in the contractual services line item. This is for an additional seal coating, overlays, and street painting services. While no capital outlay expenditures are planned out of this general fund budget, it should be noted that a $136,000 dump truck is scheduled to be financed out of equipment reserves in 2000. Two more trucks are being requested over the next three years. 38 .. . . . .. . STREETS 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $281,517 $303,211 $300,200 $351,050 SUPPLIES 66,783 106,526 75,000 78,500 OTHER SERVICES & CHARGES 145,342 109,975 135,100 148,050 CAPITAL OUTLAY 0 3,802 0 0 TOTAL $493,642 $523,514 $510,300 $577,600 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay ..................................... $258,150 Overtime Pay ..................................... 6,000 Part Time Pay ..................................... 22,500 Employee Pensions ..................................... 27,100 Employee Insurance ..................................... 37,300 $351,050 SUPPLIES Motor Fuels & Lubricants ..................................... 20,500 . Operating Supplies ..........................11......... 45,000 Bldg. Repair/Maint. Supplies ..................................... 3,000 Street Signs ..................................... 10,000 78,500 OTHER SERVICES & CHARGES Other Professional Services ..................................... 1,000 Telephone II................................... 3,500 Postage ............11....................... 200 Conferences & Schools ..................................... 3,700 Publishing ..................................... 400 Insurance ..................................... 28,000 Utilities ..................................... 12,250 Bldg. Repair/Maint. Services ..................................... 4,000 Cleaning Services ..................................... 1,100 Contractual Services ..................................... 79,000 Equipment Rental ..................................... 4,500 Uniform Rental ..................................... 7,600 Dues & Subscriptions ..................................... 300 Licenses & Taxes ..................................... 2,500 148,050 CAPITAL OUTLAY Equipment* ..................................... 0 0 $577,600 . *See Equipment Reserve Budget 39 ,. EQUIPMENT SERVICES . Provides for the labor and materials required to repair and maintain city equipment and most city vehicles. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $156,450; - A $20,250 or 14.9% increase compared to the adopted 1999 budget; - Approximately 2.7% of the total general fund expenditures. In 1997, a mechanic position was established in the street department and an employee was hired for the general duties and responsibilities of maintaining city equipment and city vehicles. In 1998, an extra one halftime position was allocated toward this program and in the 1999 budget, this amount of time was increased to a four-fifths position. In the 2000 budget, this help for the mechanic has increased to the equivalent of a full time position. The 2080 hours is actually allocated out to a number of different individuals that . help the mechanic in his duties and responsibilities. The personal services category for 2000 is projected to increase $15,150, which is the majority of the overall budget increase and this in part is due to the extra 208 hours of time dedicated toward this department. The other increase in this budget is in the supplies category. This category is projected to increase $5,100. As the amount of city equipment increases, the age of the city's equipment gets older, and the fleet gets larger, more tools and supplies are required in order to provide adequate maintenance. In the long run, the city maintaining its own equipment and vehicles saves money versus having this maintenance and repair expense and work contracted out. . 40 . ~ 41 ~ SNOW REMOVAL . Provides for the removal and disposal of snow and for the control of ice on streets, municipally owned parking lots, and city pathways. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $160,750; - A $36,200 increase compared to the adopted 1999 budget; - Approximately 2.75% of the total general fund expenditures. The personal services expenditure category for snow removal activity is projected at $119,550. This is a $30,500 increase over the adopted 1999 budget. This figure is based on 20 percent of the street/park crew time (excluding the two full time employees allocated for the equipment services program.) It should be noted that only the actual time spent for snow removal activities get charged to this departmental budget. If less time by the street/park crew is spent on snow removal activities, then the other departments of streets, parks, or equipment services, will get charged based . on the activities and projects being undertaken by the department. The highest actual expenses for the entire budget was in 1996 when the total reached almost $108,000, and of this amount, approximately $74,000 was for personal services. In the 1996-97 snow removal season, the city began contracting out services to a private vendor for snow removal in some of the city's cul-de-sacs. This program proved to be successful and is scheduled to increase this upcoming snow season in order to provide better service to the public. This approach to snow removal service also delays the purchase of additional city equipment and adding personnel. There is a general misconception among the public that if the city has a light snow season, then the city saves a great deal of money. This is not true because most of our snow removal expense is related to city employee time and, as noted above, if this time is not dedicated toward snow removal services, then the time is charged to another city department based on the activities undertaken. The actual savings in the snow removal budget during a light winter has to do with operating supplies and needing less sand/salt and fewer cutting edges for the snowplows. . 42 , >> . SNOW REMOVAL 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $53,013 $31 ,400 $89,050 $119,550 SUPPLIES 24,439 19,889 25,000 27,600 OTHER SERVICES & CHARGES 3,688 2,240 10,500 13,600 CAPITAL OUTLAY 0 0 0 0 TOTAL $81,140 $53,529 $124,550 $160,750 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay ..................................... $78,650 Overtime Pay ..................................... 16,000 Part Time Pay ..................................... 4,450 Employee Pensions ...................................... 8,900 Employee Insurance ..................................... 11,550 $119,550 SUPPLIES Operating Supplies ..................................... 27,600 27,600 . OTHER SERVICES & CHARGES Snow Removal Contract ..................................... 13,600 1 3,600 $160,750 . 43 SHADE TREE PROGRAM Provides for the control and eradication of Dutch Elm and Oak Wilt disease through the education of employees who identify diseased trees and either treat or remove the trees that are located on public property. The city also assists the public in control of tree diseases on private property. Provides for a tree replanting program to offset the diseased trees that are removed in an effort to maintain the aesthetics of the community. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $7,950; - Is a $3,550 decrease compared to the adopted 1999 budget; - Less than 1% of the total general fund expenditures. The amount of staff time spent in the shade tree program and the amount of supplies purchased and services contracted for are all relatively small. The amount of staff time spent on this program is directly related to how much time is required on other higher priority activities. Additionally, the amount of time spent in this program is related to the amount of trees that become available from time to time for city purposes. Finally, the amount of staff time available for this program depends significantly upon the time required for brush/tree clean up if a major storm event takes place. In the last five plus years, the city has had a relatively passive shade tree program and this budget is a very small part of the total city expenses. If a significant program is desired to be undertaken in 2000, then these expenditures would have to come out of the city council contingency budget or a reserve. In the 2001 budget, it is planned that this departmental budget will become a program within the parks budget and these expenses will be incorporated into the overall parks budget. The 2000 operating supplies is for the purchase of additional trees to be planted in the public boulevards and parks and for the replacement of trees that are removed by the city. The equipment line item is for the rental of a tree spade to plant trees and for the rental of a stump grinder that is sometimes necessary after trees are removed. Recently the city entered into a joint power agreement with neighboring communities, and Sherburne County spent SCORE funds for us to jointly use and maintain a large-scale brush grinder. 44 ~ , . . . - SHADE TREE 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $290 $906 $4,500 $1,250 SUPPLIES 4,570 8,206 5,000 4,700 OTHER SERVICES & CHARGES 3,328 1,048 2,000 2,000 CAPITAL OUTLAY 0 0 0 0 TOTAL $8,188 $1 0,1 60 $11,500 $7,950 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay ..................................... $1,000 Employee Pensions ..................................... 100 Employee Insurance ..................................... 150 $1,250 SUPPLIES Operating Supplies ..................................... 4,700 4,700 OTHER SERVICES & CHARGES - Equipment Rent ..................................... 2,000 2,000 $7,950 I- 45 PARKS . Provides for the overall planning, management, and administrative activities of the park facilities. Included is the preparation and distribution of information regarding the acquisition and development of facilities. Provides for the maintenance and improvement of park and recreational facilities, including grounds and park buildings. The program includes the maintenance of skating rinks, athletic fields, neighborhood parks, and community parks. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $230,150; - A $48,100 increase compared to the adopted 1999 budget; - Approximately 4% of the total general fund expenditures. The large increase in this parks budget is somewhat offset by an almost $17,000 decrease in the recreation budget. The city is still sorting out where some of the park and recreation expenses should be allocated, but it is becoming clearer as the community recreation program and the city recreation expenses are being isolated into the recreation budget, and all the remaining park expenses are identified in the parks budget. . The personal services expenditure category is proj ected to increase by $32,350 in 2000. As with the other budgets where the city street/park crew time is allocated, only the actual time spent on parks will be logged against this budget. Over the last few years there has been an increase in the part time pay as more seasonal employees are needed for the maintenance and mowing of city park facilities. Also, a new project that began in 1999 and which is scheduled to continue in 2000 is the park patrol program. In this program the city hires part time employees for summer weekends to monitor activities throughout the city park and trail system. Regarding the other increases in this budget it should be noted that the operating supplies is up by about $5,000, the telephone expense by $2,000, the insurance by $3,000, and the capital outlay by $5,650. The items planned to be purchased in the capital outlay category include an $8,000 mower and a planer for $2,650. Additionally, the equipment certificate budget calls for an expenditure of $26,600 for a utility tractor. . 46 . . . PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL PARKS 1997 ACTUAL $92,283 25,928 39,045 3,000 $160,256 1998 ACTUAL $129,952 40,515 26,915 o $197,382 1999 ADOPTED $102,100 34,250 40,700 5,000 $182,050 2000 PROPOSED $134,450 39,300 45,750 10,650 $230,150 PERSONAL SERVICES Regular Pay Overtime Pay Part Time Pay Employee Pensions Employee Insurance SUPPLIES Motor Fuels & Lubricants Operating Supplies OTHER SERVICES & CHARGES Telephone Postage Conferences & Schools Publishing Insurance Utilities Equipment Rental Other Rental Miscellaneous CAPITAL OUTLAY Equipment* * See Equipment Certificate Budget EXPENDITURE ANALYSIS 47 $74,900 3,000 34,100 11,000 11,450 $134,450 3,500 35,800 6,000 100 1,250 100 7,000 11 ,000 2,000 16,300 2,000 39,300 45,750 10,650 10,650 $230,150 RECREATION Provides for the city's share of funding for the Community Recreation . Program. Provides funding for recreation programs located within the City of Elk River and as administered by the Community Recreation Program. Provides for miscellaneous recreation activities as recommended by the city park and recreation commission and as authorized by the city council. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $232,500; - A $16,950 decrease compared to the adopted 1999 budget; - Approximately 4% of the total general fund expenditures. As noted in the parks budget, the recreation budget is becoming almost exclusively a budget for the community recreation. The city, along with the cities of Otsego, Rogers, and Hassan Township, are members of the Community Recreation organization and this staff manages the recreation programs for residents within our jurisdictions. In addition to the administrative fees for this program, all city recreation programs that are administered by this department are charged to this city budget. . The personal services category is projected to decrease by $15,050 in 2000. The main reason for this decrease is less time being needed to manage activities at Emporium. Emporium is a city owned youth center facility. This project began in 1999, and the city is still learning about the amount of time and expenses needed to operate this facility. Estimates were high in the 1999 budget and funding is scaled back in 2000. The other categories in this 2000 budget compare very favorably to the adopted 1999 amounts. It should be noted that the building rent/supervision line item is for fees paid to the school district for use of their facilities. . Additionally, the capital outlay expenditure calls for a contribution into the city ice arena reserve. This money is being placed aside in case the city does not have sufficient funds to meet its bond obligations or in case of emergency repairs being needed. It should be noted that revenues from city recreation programs are projected in the amount of $69,250. This amount shows up in the general fund revenues and offsets some of these community recreation expenditures. . 48 . RECREA TION 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $40,980 $51,695 $97,100 $82,050 SUPPLIES 4,402 14,671 14,000 13,300 OTHER SERVICES & CHARGES 80,789 150,459 130,350 129,150 CAPITAL OUTLAY /TRANSFER 8,000 8,000 8,000 8,000 TOTAL $134,171 $224,825 $249,450 $232,500 EXPENDITURE ANALYSIS PERSONAL SERVICES Part Time Pay ..................................... $75,500 Employee Pensions ..................................... 5,300 Employee Insurance ..................................... 1,250 $82,050 SUPPLIES Operating Supplies ..................................... 13,300 13,300 OTHER SERVICES & CHARGES . Community Rec Programs ..................................... 19,600 Community Rec Admin. Fees ..................................... 64,500 Other Cultural Activities ..................................... 5,000 Telephone ..................................... 500 Advertising/Marketing ..................................... 6,500 Insurance ..................................... 400 Utilities ..................................... 2,400 Bldg. Repair/Maint. ..................................... 2,000 Equip. Repair/Maint. ..........11......................... 1,000 Building Rent/Supervision ..................................... 27,000 Other Rental ..................................... 0 Taxes & Licenses ..................................... 250 Conferences & Schools ..................................... 0 129,150 CAPITAL OUTLAY Transfer to Ice Arena ..................................... 8,000 8,000 $232,500 . 49 SENIOR CITIZEN PROGRAMS . Provides funding for the senior citizen coordinator and helps finance programs for the senior citizens. 2000 BUDGET COMPARED WITH 1999 BUDGET This departmental budget is: - Proposed in the amount of $62,250; - A $4,350 or 7.5% increase compared to the adopted 1999 budget; - Approximately 1% of the total general fund expenditures. Personal services is the major expenditure category in this senior citizen programs budget. Over 87 percent of the budget goes for personal services. This category includes wages and benefits paid to the senior citizen coordinator and for a part time employee. This part time employee was added to the department to provide some evening programs at the senior center. This part time employee was hired in fall 1999, and additional programs are expected to be realized in 2000. . The rest of the budget shows only minor changes compared to the adopted 1999 budget. The programming activities line item includes some of the expenses for activities such as the volunteer appreciation week, monthly dinners, monthly special events, and activities associated with Older American's Month. It should be noted that the senior center is located at the Guardian Angels Foundation complex. The Guardian Angels Foundation donates a great deal offunds as an in kind contribution by having the senior center located at this facility. In addition to this in kind contribution, the Foundation annually contributes $3,700 to the city and this money is identified in the general fund revenues budget. . 50 . SR. CITIZEN PROGRAMS 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $35,060 $37,047 $51,350 $54,300 SUPPLIES 637 578 650 1,000 OTHER SERVICES & CHARGES 4,657 4,840 5,900 6,950 CAPITAL OUTLAY 0 879 0 0 TOTAL $40,354 $43,344 $57,900 $62,250 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay ..................................... $34,550 Part Time Pay ...................11................ $10,400 Employee Pensions ..................................... 5,100 Employee Insurance ..................................... 4,250 $54,300 SUPPLIES Operating Supplies .................................11.. 1,000 1,000 . OTHER SERVICES & CHARGES Postage ..................................... 100 Conferences & Schools ..................................... 2,400 Printing & Publishing ..................................... 200 Programming ..................................... 4,000 Dues & Subscriptions ..................................... 250 6,950 $62,250 . 51 CONTINGENCY . The contingency term has often been abused in definition and practice. There are no "contingency" expenditures. Only the city council has the authority to transfer any of this money to other departments for "unforeseen expenditures or for anticipated expenditures of uncertain amounts." 2000 BUDGET COMPARED WITH 1999 BUDGET The departmental budget is: - Proposed in the amount of $130,000; - A $23,350 increase compared to the adopted 1999 budget; - Approximately 2.2% of the total general fund expenditures. The city council contingency budget includes the cost of living pay adjustments for the non union employees for the upcoming year as authorized by the City Council. A three percent cost of living adjustment equals about $73,000. Accordingly, if this wage adjustment takes place, then only about $57,000 remains in this budget fund for true contingency type . expenditures. It should be noted that funds for new employees that are planned to be hired in 2000 are located within the departmental budgets. The city council contingency fund is used at the discretion of the City Council for unexpected items or for known items of an uncertain amount. Under ideal conditions, the city desires to not spend these contingency funds and, at the end of the year, place these monies into appropriate reserve accounts. All of the known expenditures from the city council contingency fund at the beginning of the year, such as a River's of Hope contribution, reduces the City Council's flexibility throughout the year and reduces the actual amount available for true contingency expenditures. For very large city contingency expenditures, the City Council will have to look at using some designated reserves. . 52 . CONTINGENCY 1996 1997 1998 1999 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES $0 $0 $0 $0 SUPPLIES 0 0 0 0 OTHER SERVICES & CHARGES 72,714 40,686 106,650 130,000 CAPITAL OUTLAY 0 0 0 0 TOTAL $72,714 $40,686 $106,650 $130,000 EXPENDITURE ANALYSIS OTHER SERVICES & CHARGES Miscellaneous ..................................... $130,000 $130,000 . . 53 . . ... ' I. Supplemental Budgets ~ wI._ ELK RIVER PUBLIC LIBRARY . Provides for all expenditures relating to the public library building and its contents, excluding books, other educational materials and the library staff personnel expenses. ... '2000 BUDGET COMPARED WITH 1999 BUDGET Funding for the library comes from city tax revenues and is included in the city tax levy resolution. The city is responsible for library building related items including cleaning services, utilities, repair and maintenance, insurance, and furniture/fixtures within the building. The Great River Regional Library system pays for books, educational materials, and wages the library employees. The 2000 library budget calls for . revenues and expenditures in the amount of $66,650. This is an increase of $4,150 or 6.6 percent over the adopted 1999 budget. The only change of note is in the personal services category, which is scheduled to increase by $4,650, and the reason for the increase is due to additional cleaning services being necessary at the library. The building maintenance/cleaning employees will document the hours spent at the library and only their actual time will be charged to this budget. It should be noted that the capital outlay category is for the city share of a microfiche reader/printer. The total expense is anticipated to be $12,000, but the library staff is working on a $7,000 grant to help pay for this piece of equipment. The l_t expenditure of note is a transfer out for building debt. Additional funding for the building debt payment comes from the landfill surcharge~f):t the city council has designated for this project. The last bond payment f~;' the library expansion project is scheduled for 2007. . . One item is not ill the budget and may have to be financed out of the library .. reserves. This item is additional property to the west of the parking lot tJlat:.,i' .... may become available. This property includes a single family home. It . . would be in the best long.tenn interest of the library to obtain this propertl for future expansion opportunities. Under statelaw, the city has a minimum level of service requirement in order to bea participant in the Great River Regional Library system. Tbi. requirement, which states that expenditures for library services icannot decrease, has always been met in Elk River. . 56 << "l! r' . GENERAL PROPERTY TAX INTERGOVERNMENTAL REVENUES OTHER REVENUES TOTAL LIBRARY REVENUE ANALYSIS 1997 ACTUAL $45,141 9,352 42,900 $97,393 1998 ACTUAL $46,002 8,469 48,711 $103,182 1999 ADOPTED $53,600 8,900 o $62,500 2000 PROPOSED $57,950 8,700 o $66,650 GENERAL PROPERTY TAX Ad Valorem Tax INTERGOVERNMENTAL REVENUES HACA PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TRANSFERS OUT TOTAL EXPENDITURE ANALYSIS 1997 ACTUAL $4,050 3,636 27,513 100,262 11,000 $146,461 1998 ACTUAL $4,461 1,531 22,215 39,853 11,000 $79,060 $57,950 8,700 1999 ADOPTED $15,650 4,950 25,900 5,000 11,000 $62,500 $57,950 8,700 $66,650 2000 PROPOSED $20,300 5,250 25,100 5,000 11,000 $66,650 . PERSONAL SERVICES Regular Salaries Part Time Salaries Employee Pensions Employee Insurance SUPPLIES Office Supplies Operating Supplies OTHER SERVICES & CHARGES Postage Conferences & Schools Publishing . Insurance Utilities Bldg. Repair/Maint. Equip. Repair/Maint. Cleaning Services Programming Dues & Subscriptions CAPITAL OUTLAY Equipment TRANSFERS OUT . Building Debt 57 $13,400 2,950 1,950 2,000 250 5,000 50 750 800 3,000 6,000 5,000 800 1,500 7,000 200 5,000 11,000 $20,300 5,250 25,100 5,000 11,000 $66,650 6. ,)"_it SURFACE WATER MANAGEMENT Provides for the management and maintenance of the existing surface water management systems including the city storm sewer system and working with Sherburne County in the management of the county ditch system that is within the city limits. . Provides for the planning and construction of city public improvement projects for the environmentally safe and efficient disposal of surface water through a system of pipes and sedimentation ponds into the ' city's natural water resources including the Elk River, Lake Orono, and Mississippi River. 2000 BUDGET COMPARED WITH 1999 BUDGET A trunk system Surface Water Management (SWM) plan for the city was completed in 1993. In 1994, the city adopted a SWM development fee and began collecting these funds to help finance the trunk infrastructure. Developers are also required to finance the lateral drainage systems within their projects. Additionally, in 1995 the city began collecting a city tax levy . to help finance trunk SWM projects. . The first city SWM improvement project was the 1994 Highway 10/101/169 intersection project. The city bonded for this project and financed the improvements through revenues generated by this fee and tax levy. Other significant projects in the past few years include the improvements in the Deerfield III development project, the Main/Evans intersection, and the Western Area Phase II and III projects. Projects on the horizon for the next few years include the east Elk River project (1999-2000), the extension of Business Center Drive/Waco and Highway 10 project (2000), the restora.tion of Ditch 28, and storm sewer expenses associated with the pavement replacement program which is scheduled to begin in 2002. The SWM revenues and expenditures are shown on the adjacent page. The revenue projections do not show any monies being generated from the developer fees as this amount is uncertain and unpredictable. However, in 1996, 1997, and 1998, this fee generated about $50,000 per year in revenues. After meeting our bond payments for previous projects, a limited amount of funds are budgeted to be available for projects in 2000. Additionally, this program had a $36,000 fund balance at the end of 1998, and very little is expected to be added to this total in 1999. The status offunds annually being available for additional projects is expected to change in the year 2002 as the .. commitment to the development fund ends in 2001 and the city council is expected to shift this tax levy amount back into this SWM fund. 58 f "'(' ~ . SURFACE WA TER MANAGEMENT REVENUE ANALYSIS GENERAL PROPERTY TAX INTERGOVTL REVENUES CHARGES FOR SERVICES OTHER REVENUES TOTAL 1997 ACTUAL $139,085 28,778 52,189 .1,208 $221,260 1998 ACTUAL $141,806 26.062 52,514 4,005 $224,387 EXPENDITURE ANALYSIS 1999 ADOPTED $149.050 24,650 o o $173,700 $150,900' 22,700 2000 PROPOSED $150,900 22,700 o o $173,600 $150.900 22,700 $173,600 . 1997 1998 1999 2000 ACTUAL ACTUAL ADOPTED PROPOSED DEBT SERVICE $109,995 $112,471 $109,800 $111,550 OTHER PROJECTS 119,850 6,950 63,900 62,050 TOTAL $229,845 $119,421 $173,700 $17~,600 . GENERAL PROPERTY TAX Ad Valorem Tax INTERGOVNMTL REVENUES HACA Note: Impact Fees are not included. DEBT SERVICE Principal Interest Fees & Other OTHER PROJECTS Storm Drainage Projects 65,000 45,550 1,000 62,050 Total Principal and Interest outstanding on 12/31/1999 is $1,099,695. 59 $111,550 62,050 $173,600 CITY SPECIAL ASSESSMENTS When a municipal public improvement project takes place, some or all of the cost of the project is typically assessed out to the benefited property owners. When these projects take place, the city sometimes has property that is benefited. In these cases the city is assessed for some of the cost of the project. Additionally, from time to time the city will obtain property through the tax forfeiture process or will purchase property for a specific purpose and these properties can have special assessments due on them. Listed below are the special assessments on city owned properties that are scheduled to be paid in 2000. Three of the assessments against city owned property are related to the Western Area Phase I public improvement project. These assessments for the Western Area public improvement project are scheduled to continue for another thirteen years. The other three special assessments are related to the Lake Orono dredging project. These payments for the Lake Orono dredging project were funded out of the capital improvement tax levy in 1999, but it is more appropriate to identify the assessments in this program budget. The last special assessment payment for the Lake Orono project is scheduled for 2005. Funds for the payment of the city's special assessments come from the general tax levy and the city special assessments are listed in the tax levy resolution. The projection in 2000 is for $28,926 to be levied for city special assessments. CITY SPECIAL ASSESSMENT PAYMENTS Payable in 2000 Parcel No. Location Project Amount Due 75-528-0305 Softball Complex 1992 Western Area $ 6,004 75-132-1300 Orono Park 1992 Western Area 7,102 75-132-1300 Orono Park Lake Orono Dredging 5,242 75-132-2415 Orono Park Expansion 1992 Western Area 4,109 75-537-0010 City Hall Lake Orono Dredging 1,663 75-537-0105 City Hall Lake Orono Dredging 4.806 LEVY FOR TAXES PAYABLE IN 2000 $ 28.926 60 '- r,Wt . . . .. (. >> . . . ICE ARENA Provides for the administration of the entire operation of the Elk River Ice Arena facility as authorized by the city council including debt payments for the 1996/97 ice arena expansion project. 2000 BUDGET COMPARED WITH 1999 BUDGErr The city council approved the expansion of the ice arena and the construction of a second sheet of ice was completed in January 1997. The ci~y council agreed to take over the ownership, financial responsibility, andlmanagement of the existing arena and the new arena that are connected to e~ch other. The city is still trying to get an accurate picture of the annual ice.arena revenues and expenditures. The best available figures are from the 1998city audit. However, these figures need to be adjusted for the budget discussion because of the approximately $110,000 dehumidification capital outlay that was installed that year. With adjustments it is estimated that operating and building debt expenditures exceeded revenues by approximately $78,200 in 1998. The projection for 2000 is that expenditures, excluding significant capital items, will exceed revenues by approximately $64,500, so the ice arena program is moving in the right direction financially, but it is going slowly. The following pages show the 2000 proposed revenues and expenditures. The revenues are projected to decrease by $5,900 as compared to the 1999 adopted budget. However, this 2000 figure is a 4 percent per year increase from 1998 actuals. The expenditures are proposed to increase $17,800 from the adopted 1999 budget. However, the 2000 figure is nearly identical to the adjusted 1998 amount. The reason for the increase in the 2000 expenditures as compared to the 1999 budget has to do with 1999 utility estimate being low. The initial budgets were based on the Marquette Financial Feasibility Study. This report showed revenue projections for the renting of ice at a high level and the personal services for maintaining and supervising the facility at a low level. These two errors result in the budget gap that is currently being experienced. Accordingly, in the short term, this recreation facility needs city financial support and the ice arena is not unlike other city recreation programs that need city monies. It will take a number of years before the ice arena facility cash flows, even without considering major capital outlay expenses. The city has taken ownership of the old ice arena and major repairs are anticipated for.both the roof and the floor. These expenditures are in addition to complying with the new state law regarding bleachers. Finally, additional bleachers at the new rink need to be considered in the near future. 61 'i. 4'. wi t . 62 i L (i A . . . PERSONAL SERVICES SUPPLIES OTHER SERVICES AND CHARGES CAPITAL OUTLAY DEBT SERVICE TOTAL ICE ARENA EXPENDITURE ANALYSIS 1997 ACTUAL $102,041 33,430 94,237 10,847 204,588 $229,708 1998 ACTUAL $127,816 39,060 132,658 120,447 197,420 $617,401 1999 ADOPTED $129,500 32,500 116,750 1,800 197,850 $478,400 2000 PROPOSED $135,050 32,500 130,600 o 198,050 $496,200 PERSONAL SERVICES Regular Salaries Overtime Salaries Part Time Salaries Employee Pensions Employee Insurance SUPPLIES Fuels & Lubricants Uniform Allowance Operating Supplies Bldg. Maintenance Supplies Vending Supplies Merchandise for Resale OTHER SERVICES & CHARGES Other Professional Services Telephone Postage Travel, Conferences & Schools Publishing Insurance Utilities Building Repair & Maintenance Equipment Repair & Maintenance Cleaning Services Contractual Services Equipment Rental Dues & Subscriptions CAPITAL OUTLAY Equipment DEBT SERVICE Principal Interest 63 $75,550 200 ( 39,350 10,800 9,150 1,200 350 11,000 5,950 13,250 750 5,200 2,350 750 1,650 1,500 7,200 90,600 6,000 8,400 900 2,200 3,450 400 90,000 108,050 $135,050 32,500 130,600 $ 198,050 496,200 .. tI-1 '.J l EQUIPMENT CERTIFICATES - CAPITAL OUTLAY . Provides for the purchase of needed equipment and vehicles that have a life span of three (3) years or five (5) years or more. Equipment certificates function like a bank loan and funds are levied' accordingly to repay these loans annually. ., 2000 BUDGET COMPARED WITH 1999 BUDGET Funding for the equipment certificate program comes from city tax revenues and is part of the tax levy resolution. The amount of the 2000 equipment certificate program for new equipment and vehicles is projected to be $215,800. Use of the equipment certificates is essentially a three to five year loan that requires interest payments by the city. If the city were to purchase all of the proposed equipment without using certificates, then the total 2000 expense would be $215,800 versus about $57,500 by financing these expenditures over five years. This is a significant difference in one year and this amount of expenditures is difficult to absorb in the city budget without a tax rate . increase. Equipment certificates are not the preferred method for purchasing equipment because you pay more in total for the item than if you paid cash, but it is one method that allows cities to keep the tax rate slightly lower for the upcoming year as the expenditures are spread out over time. The equipment that is planned to be purchased through the use of certificates in 2000 is very straightforward and is shown on the adjacent page. The proposed expenditures include a building inspector truck, :6:ve police vehicles (and their set up), ten self contained breathing apparatuses (SCBA) for the firefighters, an emergency preparedness siren, and a utility tractor for the street department. Requests at a similar level are anticipated in future years from these departments. For example, once all the SCBA's are replaced in the fire department, it is anticipated that funding will be needed for the replacement of fire department vehicles and trucks. Additionally, once all of the emergency preparedness sirens are purchased, then funds will be required for improvements at the emergency operations center. It should be noted that some other capital outlay items are financed with equipment reserves and also some smaller items are identified in the general fund departmental budgets. . 64 \;'" :t \......,l ~ . EQUIPMENT CERTIFICATES - CAPITAL OUTLAY CAPITAL OUTLAY TOTAL 1997 . ACTUAL $341,189 $341,189 1998 ACTUAL $113,523 $113,523 1999 ADOPTED $162,000 $162,000 2000 PROPOSED $215,800 $215,800 EXPENDITURE ANALYSIS CAPITAL OUTLAY: EQUIPMENT Motor Vehicles Other Equipment 156,200 59,600 $215,800 EXPENDITURES BY DEPARTMENT Police Squad Cars/Setup/Striping (5) 136,200 136,200 Fire SCBAs 20,000 20,000 . Emergency Preparedness Siren 13,000 13,000 Building/Zoning Truck 20,000 20,000 Streets Tractor 26,600 26,600 $215,800 . 65 EQUIPMENT RESERVE Provides for some of the annual equipment purchases for city departments. Other equipment that the city annually purchases is identified in the equipment certificate budget or within each department in the general fund. Part of the funding for the equipment purchases within this budget comes from the annual contribution that the city receives from the Elk River Municipal Utilities. 2000 BUDGET COMPARED WITH 1999 BUDGET Expenditures from the city reserves are listed on the adjacent page and are outlined by department. Each of the described capital expenses will still require city council approval. The total expenditures from the reserves in 2000 are proposed in the amount of $182,700. The creation of the equipment reserve budget allows the city to better track which capital outlay expenditures are being financed with reserves and which ones are being financed with general tax monies. The capital outlay items financed with taxes are either in the general fund budget or in the equipment certificate budget. Equipment reserves to fund this budget are limited. The city does annually add money into this reserve by way ,of allocating part of the annual Elk River Municipal Utilities contribution to the city. Interest revenue is also a source of income on an annual basis, but this revenue fluctuates from year to year. The city must be careful to not become too dependent on financing major pieces of equipment on an annual basis with this reserve fund or else it win become depleted and other funds including tax monies will have to be used to. finance these equipment expenditures. Regarding the 2000 budge~, it should be noted that the street department truck is the second of four. Two more are proposed over the next three years and whether or not these vehicles will be financed entirely out of equipment reserves has yet to be determined. Additionally, the pumper payment for the fire department is scheduled to go on until 2002, then these funds in 2003 will be added to the $72,900 tax levy that is "freed up" (because the 1989 fire equipment bond ends) so that a $275,000 fire department tanker can be purchased in 2002. The final item in this budget is for the ice arena and is a back pressure water regulator to help melt the snow in the ice melt pit. 66 v. ci,.. .tI. ;..}:;:- . . . \' .. -....<( T -~ EQUIPMENT RESERVE . TRANSFER FROM UTILITIES USE OF FUND BALANCE TOTAL TRANSFER IN Fund Balance Elk River Municipal Utilities GENERAL GOVERNMENT PUBLIC SAFETY PUBLIC WORKS CULTURE & RECREATION TOTAL . CAPITAL OUTLAY Fire Pumper Payment Streets Dump Truck Ice Arena Equipment . REVENUE ANALYSIS 1997 ACTUAL $ 109,342 208,982 $ 318,324 1998 ACTUAL $ 131,026 116,789 $ 247,815 EXPENDITURE ANALYSIS 1997 ACTUAL $ 54,632 122,329 54,160 87,203 $ 318,324 67 1998 ACTUAL $ 49,667 152,291 19,058 39,898 $ 260,914 1999 ADOPTED $ 90,000 100,300 $ 190,300 2000 PROPOSED $ 90,000 92,700 $ 182,700 $ 92,700 90,000 $ 182,700 1999 2000 ADOPTED PROPOSED $ - $ 173,000 43,000 17,300 136,200 3,500 $ 190,300 $ 182,700 43,000 136,200 3,500 43,000 136,200 3,500 $182,700 SANITARY LANDFILL Provides for the monitoring of the Elk River Landfill to ensure compliance with the city license and conditional use permit , requirements. Provides for the ongoing investigation and verification of the Elk River Landfill compliance to the Minnesota Pollution Control Agency (MPCA) corrective action directive. 2000 BUDGET COMPARED WITH 1999 BUDGET Minnesota state law allows for a surcharge to be collected by municipalities where a sanitary landfill is located. The municipal charge is a maximum of $1.00 per cubic yard of garbage that is disposed within the landfill. . Of this money, the city must place $.25 per cubic yard into a landfill fund whereby expenditures can only take place for waste abatement activities. This $.25 . per cubic yard is the source of revenues that is used to finance this sanitary landfill budget. The landfill fund designated for waste abatement activities will have a 1999 year end balance in excess of $800,000, and surcharge revenues in 2000 are anticipated to exceed $100,000. The expenditures in this budget vary greatly from year to year. The city license and permit is renewed every four years and, in these years, the legal services and other consulting expenses can be higher than normal. Also there are occasional special projects that the city partially funds in conjunction with the landfill. For example, in 1998, the city helped finance the active gas extraction program and this was a one time expenditure. The actual landfill expenses in 1994 and 1995 were in the $77,000 range, while the actuals from 1990-92 were between $118,000 and $128,000. Fromthis data you can tell that the landfill expenses have decreased significantly in the last few years. The main reason for this decrease is that it takes less oversight by city consultants to monitor activities for compliance with city, county, and MPCA requirements. The personal services for this budget includes approximately 5 percent of the time of the building and zoning administrator to ensure compliance with the city's permit and license. The transfer expenditures for police services funds approximately 15 hours of police patrol time per week in order to monitor traffic going to and from the landfill and, in general, to provide adequate police services around the landfill. 68 ..-:. r~_ '" ~ ~ ,.";.;1 ,): . . . .." //-' ,:;. ;;p( ~ T ~ I . TRANSFERS OUT General Fund Police Services 19,750 69 19,750 $33,600 !~.~ 00< '~*,,;f'ij( RESOLUTION 99- 66 A RESOLUTION FOR THE CITY OF ELK RIVER . A RESOLUTION AUTHORIZING THE 1999 PROPOSED PROPERTY TAX LEVY FOR COLLECTION IN 2000 .. WHEREAS, the Elk River City Council has review the City's anticipated expenditures for all funds in 2000; and, 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 2000: HACA Gross Levy Reduction Net Le,vy General Fund $ 3,809,355 $ 498,244 $3,311,111 Lake Orono 100,000 13,080 86,920 Library 66,650 8,717 57,933 Dam Loan 32,572 4,260 28,312 Development Fund 145,000 18,965 126,035 Surface Water Management 57,500 7,521 49,979 : City Special Assessments 28,926 3,783 25,143 . 1989 Fire Equipment 72,891 9,534 63,357 1994 Storm Sewer Bonds 116,073 15,182 100,891 2000 Certificate of Indebtedness 57,500 7,521 49,979 1999 Certificate of Indebtedness 40,000 2,851 37,149 1998 Certificate of Indebtedness 23,150 3,307 19,843 1997 Certificate of Indebtedness 25,283 3,028 22,255 1996 Certificate of Indebtedness 21,794 5,232 16.562 TOTAL $ 4,596,694 $ 601,225 $3,995,469 Passed and adopted by the City Council of the City of Elk River this 13th ' day of September, 1999. ;;;~ Cl c7k Sandra A.' Peine, City Clerk ct0v. I . 88