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09-29-1987 CC MIN - SPECIAL e e e SPECIAL ELK RIVER CITY COUNCIL BUDGET MEETING HELD AT ELK RIVER CITY HALL SEPTEMBER 29. 1987 Members present: Mayor Estelle Gunkel, Councilmembers Schuldt, Holmgren. Tralle, Dobel. Staff present: Pat Klaers, City Administrator, Lori Johnson, Finance Director Pursuant to due call and notice thereof. the meeting was called to order at 6:10 p.m. by Mayor Gunkel. The purpose of this special City Council meeting was for a preliminary review of different financial options that are possible for the 1988 City Budget. Mayor Gunkel requested the staff to distribute the revenue options and expenditure proposals for 1988 and requested the staff to lead the discussion in explaining the figures and how they were determined. General Fund Revenue Option #1. which calls for revenues in the amount of $1,531,400 was discussed. This option showed GENERAL PROPERTY TAX and INTERGOVERNMENTAL REVENUES in the amount of $1,040,550. This amount represented a $75.050 increase over 1987 budgeted figures. It was noted that this increase in these two categories represented all but approximately $2,000 of the total increase over 1987 adopted figures. Revenue Option #1 showed an increase of $76,900 over the adopted 1987 revenues. The changes in the revenue projections of the remaining categories were indicated as follows. CHARGES FOR SERVICES showed an approximately $20,000 increase in 1988. based on administrative project fees increasing by $10.000 due to the administrative charges for the Main Street and Jackson Avenue projects that are planned in 1988. Also, Plan Check Fees were estimated to increase by approximately $9,000 based on actual year end projections for revenues in 1987. THE FINES AND FORFEITS category was projected to increase $6,600 and this projection was based on actual year end estimates for 1987. LICENSES AND PERMITS were projected to increase by $700. OTHER REVENUES was projected to decrease $2.500, based on the City no longer exchanging checks with the Electric Utility Department for street lighting which was in the amount of $22,000 in 1987. This decrease is offset by the City adding $20,000 as a revenue for HRA contributions. TRANSFERS was down $23,000, based on not using Recreation Reserve Funds and decreasing the Liquor Store contribution by $10,000. It was noted by the staff that this is the very minimum that can be expected for revenues in 1988, and that realistically more revenues are anticipated. General Fund Revenue Option #2 calls for an increase over revenue option #1 in the amount of $136.000. This would make the 1988 proposed revenue in the amount of $1.667,400. This represents $212,900 increase over the 1987 adopted budget. This is an approximately 14.6% increase in revenues. The $136,000 of extra revenues were located in the following areas. 1.)The City successfully receiving a levy limit appeal in the amount of $64,000 ($12,800 would be added to the Homestead Credit category and $51,200 would be added to the General Property Tax category). 2.)Under Public Safety. the school lias on program shows a $19.000 increase, based on School District participation in the financing of a second juvenile officer and the receiving of a $5,000 grant to help pay for this position. 3.)Payment in Lieu of Taxes shows a $43.000 increase. This is the money the City receives from the Electric Utilities and was projected to increase from $12.000 in Option #1 to $55.000 in Option #2. Page 2 City Council Budget Meeting September 29. 1987 e This figure was used in Option #2 based on the conversation that took place at the last Utility Board Meeting and figures provided to the Utility Board by its General Manager. 4.)The Liquor Store revenue was projected to increase $10.000 over Option #1 to equal the amount received in 1987. It was noted by the staff that this Option #2 is deemed to be the most realistic that the City can expect in 1988. It was further noted by the staff that this amount of money will still not finance all of the needs for services. The need for additional contributions from the Electric Utility to the City's General Fund to pay for municipal services was highlighted. General Fund Revenue Option #3 was presented to the Council with the caution that this option is a very last resort and some of the revenueS are not viewed as being realistic. It was noted that in doing municipal budgets a sound practice is to be conservative in estimating revenues and that Option #3 does not represent a conservative approach to revenue estimates. Three areas were noted for potential revenue increases under revenue Option #3. These three increases included an increase in administrative project fee in the amount of $15.000. due to the staff administrative charge increasing to 2.5% from the previously used 1.5%. Other potential increases included $5.000 additional monies under Refunds and Reimbursements due to the renting of the Old City Hall facility. plus an extra $10.000 under HRA Contributions. These increases raised the General Fund Revenue for option #3 to $1.697.400. Again the staff stressed that this projection is not the most realistic of the three that have been provided. e The City Administrator discussed the Appropriation Summary page with the Council. It was noted that this appropriation request had already been refined through discussions between the department heads and the City Administrator. The proposed appropriations total amounted to $1.764.300. This reflected a 21.2% increase over the adopted 1987 City Budget. This amount compared to Revenue Option #2 shows a gap of $96.900. The Administrator indicated that there are other potential reductions in some of the expenditure departments. that when totaled could approach the $45.000 level. The Council then requested a review of each of the departmental budget requests. The MAYOR AND COUNCIL budget showed a $6.550 increase over 1987. This increase was due mainly to Cable T.V. franchise fees going up. along with the salary increase authorized by the Council in 1987. plus additional funds being allocated for conferences and schools as the League of Cities annual conference is in the Twin Cities in 1988. e Page 3 City Council Budget Meeting September 29. 1987 e The ECONOMIC DEVELOPMENT department budget called for expenditures in the amount of $56.050. It was noted that this budget had undergone a major change caused by the pending additional Community Development Coordinator Staff position. and the related expenditures needed for this position under the Capital Outlay and Conferences and Schools. Also. the miscellaneous category under Contractural Services continued to provide funds for needed Chamber of Commerce events. The Professional Services and Printing and Publishing expenditures under Contractural Services have mainly been shifted to the Economic Development Authority Special Levy budget. Also within this Economic Development Authority Special Levy budget. is the funds that are needed for the consultant. The ELECTION budget calls for expenditures in the amount of $8.800. This is an increase from the 1986 actual election expenses because a national election being held in 1988 and more Election Judges being required for this election. It was noted that $1900 was planned to be spent under the Equipment Certificates Special Levy category for new voting booths. The ADMINISTRATION/FINANCE budget calls for a increase of approximately 12% over the 1987 adopted budget. This budget is up $24.850 from 1987. The total expenditure request in 1988 is in the amount of $233.400. Almost the entire increase in this budget is located under the personal services category based on increases due to the Comparable Worth law and based on the pay plan for department heads that has been approved by the Council. e The are AUDIT again budget is once located as a again. zero. It was noted that the Audit expenses line item within the Administration/Finance budget. The LEGAL budget calls for an increase of $9.000 over the 1987 adopted budget. This budget calls for expenditures in the amount of $32.000. This projection was based on year end estimates for 1987 and actual expenditures in 1986. It was noted that the Attorney Retainer Contract is projected to increase 10% from $1500/month to $1650/month based on additional services being supplied the City. The remaining expenditures under this category are for special projects that are not included within the retainer such as work on the City Personnel Ordinance or work with the City Capital Improvement Program. The BUILDING AND ZONING departmental budget calls for expenditures in the amount of $148.750. This is an increase of $18.500 over the adopted 1987 City budget. Almost the entire increase in this budget is located in the personal services categories. This increase is needed because of compliance to the Comparable Worth Law. It was also noted that $2500 is included under the Conferences and Schools category for two Planning Commission members to attend a national conference. The DATA PROCESSING budget is proposed to increase $3.100 to the amount of $15.500. The entire increase in this budget is under the Capital Outlay Reserve Category based on the need for future software when the computer system needs to be changed in 1989. e Page 4 City Council Budget Meeting September 29. 1987 e The PLANNING budget calls for expenditures $11.000 of this budget is for work related to $4.000 is for miscellaneous Planning work developers or projects. in the amount of $15.000. the Growth Management Plan and that can not be charged out to The ENGINEERING budget calls for expenditures in the amount of $12.000 This figure was arrived at based on 1987 year end projections. This budget is for engineering services that can not be charged out to developers and projects. such as work for the City on the Capital Improvement Program in 1988. The GOVERNMENT BUILDINGS budget has undergo~e a significant change from the 1987 adopted budget. Expenditures in 1988 are proposed to be in the amount of $53.500. This is a $14.700 increase over the adopted 1987 budget. It was noted that the 1987 budget was prepared based on the assumption that the City would be renting the Mason Lodge facility. This budget in 1988 includes the yearly expenditure for the current City Hall facility. It was noted that under Capital Outlay. funds were planned to be spent in the amount of $3500 for a lease purchase agreement on a new copy machine. This amount will be removed from the budget if the Council agrees to purchase the copy machine at one time through use of the Equipment Certificate Special Levy in 1988. e The POLICE budget calls for expenditures in the amount of $610.250. This is an increase of $112.850 over the 1987 adopted budget. This is an approximately 22.5% increase over the adopted 1987 budget. It was noted that all but $6.500 of this increase is in the personal services category. based on the hiring of an additional police officer to work in the juvenile area. comparable worth increases. budgeting for the full time secretary/receptionist position that was hired in 1987 and general increases based on the union contract. The Capital Outlay category included expenditures for a CRT and printer. typewriter, transcriber and some items that are more minor in nature. It was also noted that other Capital Outlay items (Police Vehicle and assecories) are planned to be purchased under the Equipment Certificate Special Levy. The FIRE budget calls for an increase of $22.550 over the adopted 1987 budget. Total expenditures are proposed to amount to $102.950. The most significant increase in this budget is under personal services. based on the Fire Chief going to a one half time status. The Capital Outlay items requested within this budget include $7.200 for one half of the cost to rebuild an old tanker and $1.400 for radio work at the fire station. Also it was noted that additional expenditures for Capital Outlay items are planned under the Equipment Certificate Special Levy. It was further noted that other retirement benefits calls for expenditures in the amount of $15.000 for the fire department retirement fund. This is an increase from the $11.000 allocated the past two years. The Administrator requested a motion or concensus from the Council on annually allocating expenditures for the fire department retirement benefits in the amount of 50% of the state. funding. e Page 5 City Council Budget Meeting September 29. 1987 e ~~I~N ~y ~~UNClt~MDER TRALtE TO ANNUALLY PROVIDE CITY APPROPRIATIONS TO THE ELK RIVER VOLUNTEER FIRE DEPARTMENT RETIREMENT BENEFIT FUND IN THE AMOUNT OF 50% OF THE PRIOR YEARS STATE CONTRIBUTION TO THIS RETIREMENT BENEFIT FUND. COUNCILMEMBER HOLMGREN SECONDED THE MOTION. THE MOTION PASSED 5-0. The POLICE RESERVES budget is proposed to increase $1.600 to the amount of $5.850. The increase in this budget is due to having officers attend a First Responders training course. It was also noted that funds are planned to be spent under the Equipment Certificate Special Levy for a new radio. The CIVIL DEFENSE budget calls for expenditures in the amount of $2.500. This is the identical amount as the 1987 adopted budget. The STREETS budget calls for expenditures in the amount of $203.450. This represents a $31.450 increase over the adopted 1987 budget. The main reason for the increase is because in 1987 the total street crew time allocated to the streets budget was 40% and in 1988 this percent is proposed to increase to 46%. It was noted that increased funds are being provided in the 1988 budget for a street replacement sign program and for a DNR required report on the study for the dam structure. Capital Outlay category calls for the purchase of radios. pagers. and a forklift. It was further noted that additional Capital Outlay expenditures are planned under the Equipment Certificate Special Levy. e The EQUIPMENT REPAIR AND MAINTENANCE budget is proposed to decrease in 1988. This budget calls for expenditures in the amount of $43.700. The reason for this decrease is that only 10% of the street crew time is planned to be spent under this category and in 1987 20% of the street crew time was planned to be used for equipment repair and maintenance. The Capital Outlay category calls for expenditures in the amount of $7,000 for a hoist to assist in equipment repair and an oil dispenser. The SNOW REMOVAL department budget calls for an increase of $1.800 over the adopted 1987 budget. Expenditures are proposed to be in the amount of $48.250 in 1988. The entire increase is within the personal services categories due to typical wage increases. The STREET LIGHTING budget has undergone a significant change in 1988. The City and Electric Utility are no longer doing the "paper shuffle" for the financing of the street lights. Previously the Utilities would give the City $22.000 for the street lighting and the City in turn would pay this $22.000 back to the Utilities. The $12.000 that are planned to be spent in 1988 are for an expense that in past years was located within the street budget. This is for the electrical power to operate the street signals. The PARKS budget calls for expenditures in the amount of $52.300. This is a $11.100 increase over the adopted 1987 budget. The major increase in this budget is under personal services. as the total amount of street crew time planned to be spent in parks is 15% in 1988 versus the 11% projected in the 1987 budget. It was also noted that $5.000 is planned to be spent for part of e the "Wilderness Park" purchase. Page 6 City Council Budget Meeting September 29. 1987 e The RECREATION budget calls for expenditures in the amount of $32.000. The expenditures are planned to be $27.850 to the Community Ed department for recreational programs. plus $3.000 for ice hockey expenditures and approximately $1.000 for miscellaneous expense. The CONTINGENCY budget calls for expenditures in the amount of $40.000 in 1988. These expenditures are completely under the City Council control and are for any unseen expenditures in 1988. It was noted above reaches include: by the Administrator that the total of the budgets described $1.764.300. Possible reductions in the $45-$50.000 range Mayor & Council-$1.000 from the Conference & Schools and Printing & Publishing line items. Economic Development-$6.500 from the Chamber. Capital Outlay. Personal Services and Conferences categories. Administration/Finance-$5.000 from the Personal Services. Contractural Services. Capital Outlay categories. Building & Zoning-$4.500 from the Personal Services and Conferences and Schools categories. ~ Data Processing-$4.000 from the Capital Outlay category. Planning-$2.000 Engineering-$1.000 Governmental Buildings-$4.000 from Professional Services categories. the Capital Outlay & Other Police-$3.500 from the Supplies. Contractural Services. Other Charges and Capital Outlay categories. Fire-$2.500 from a general reduction of all five budget categories. Streets-$3.000 from Contractural Services for a reduction sealcoating program. in the Equipment Repair & Maintenance-$2.000 under Capital Outlay category. Snow Removal-$500 from the Equipment Repair & Maintenance line item. Street Lighting-$2.000 based on a high estimate of charges from the Utilities department. e Page 7 City Council Budget Meeting September 29. 1987 e Parks-$1.500 from a reduction in the Supplies and Contractural Service categories. Recreation-$500 from miscellaneous expenditures. Contingency-$5.000 TOTAL - $48.500 The Council and Administrator concurred that all of the possible reductions listed above are not likely to take place. and that even if they did. there would still be about a $50.000 gap between expenditures and Revenue Option #2. The Council again discussed the need for the additional revenues from the Electric Utility to help finance needed public services including the additional time required by the Fire Chief and additional police services. The Administrator and Finance Director then reviewed the previously classified Special Levies with the City Council. It was noted that most of these special levy budgets have been wrapped into the City's general tax levy in 1988. but that the method of levying may revert back to the 1987 format in the future years. Therefore. these budget areas are kept separate from the standard general fund expenditure budget. e The PUBLIC LIBRARY budget calls for expenditures of $40.050. This is a reduction from the 1987 adopted budget because of the large expenditure in 1987 for new carpeting. It was noted that 1% of the City street crew time is again allocated to the library in 1988. The Capital Outlay expenditures calls for $3.000 to be placed in reserve for self insurance purposes. plus the purchase of a 16 millimeter projector. smoke detectors and general furniture and fixture items. The DUTCH ELM budget calls for expenditures in the amount of $18.200. This is a $3.050. increase over the 1987 adopted budget. The main increase in this budget is for the purchase of trees for a replanting program throughout the community. It was noted that the City will only be levying for $10.000 for Dutch Elm activities and that $8.200 for financing this budget will be taken from the Dutch Elm reserves. It was further noted that if additional Dutch Elm funds are to be used in helping to finance the Main Street improvement beautification project in 1988 an additional amount can be levied in 1989 to balance any deficit due to additional 1988 expenditures. The INFRASTRUCTURE REPLACEMENT budget calls for expenditures in the amount of $95.000. The street crew has 10% of its total time allocated to this department. The major expenditure for Infrastructure Replacement is for an overlay project on Orono Road and for other smaller infrastructure replacement projects. It was noted that a policy on the use of Infrastructure Replacement funds for certain types of projects will be presented to the Council during the winter months. e Page 8 City Council Budget Meeting September 29. 1987 e The EQUIPMENT CERTIFICATES calls for expenditures in the amount of $108.100. The breakdown for the proposed expenditures is as follows: ADMINISTRATION: Copy Machine Election Voting Booths Recording System $15.000 1.900 2.000 $18.900 POLICE AND RESERVES: Police Vehicle Radio Mobile Radio Radar Misc. Vehicle Requirements 13.000 2.000 1.300 1.500 2.800 20.600 FIRE DEPARTMENT: Air Masks 4.000 4.000 CIVIL DEFENSE: 2 Sirens 18.000 18.000 STREET DEPARTMENT: Street Truck Grader Payment Fuel System 10.500 12.000 24.100 46.600 $108.100 e The Council concurred with these expenditures and that this amount for Equipment Purchases under Equipment Certificates would be acceptable to them when the total levy request came before them on October 5. 1987. The SANITARY LANDFILL budget calls for an increase in revenues due to the City receiving $.25 per cubic yard versus the $.15 per cubic yard previously received. Expenditures were guesstimated at $30.000 in 1988 for various legal and consulting services relating to an ongoing effort to have the landfill comply to the City's solid waste ordinance. The HOUSING AND REDEVELOPMENT AUTHORITY calls for expenditures in the amount of $20,000. The one third mill for revenues will generate approximately $16.000, and the Authority would be using reserve funds to finance projects in 1988. The expenditures call for $5.000 to be spent on the City Growth Management Plan and $15.000 to be spent on Economic Development activities. It was further noted that approximately $10,000 is being held in reserve and that HRA may amend their budget and spend these funds on activities related to the beautification of the Main Street that are included within the 1988 Main Street improvement project. e Page 9 City Council Budget Meeting September 29. 1987 ~ The ECONOMIC DEVELOPMENT AUTHORITY budget calls for a levy of three fourths of a mill which would generate approximately $37.500. All of these funds would be used to pay for consulting services and different parts of the City marketing plan. The Administrator noted to the Council that with uncertainties about different revenues being available for the City in 1988. that a request to certify the City's tax levy would be done prior to the official budget being approved. These levy requests to the City would be done on October 5. 1987. and on October 7. 1987. following the Economic Development Authority Meeting. The Staff then requested the Council to authorize the purchase of the fuel system listed under the 1988 Equipment Certificates Special Levy as it was desired to have this system in place before winter. Finance Director noted that such a purchase in 1987 using 1988 funds was possible. COUNCILMEMBER TRALLE MOVED TO APPROVE EXPENDITURES IN THE AMOUNT OF $26,700.00 FOR THE PURCHASE AND INSTALLATION OF A CITY WIDE FUEL SYSTEM AND THAT 1988 EQUIPMENT CERTIFICATE FUNDS BE USED TO FINANCE PART OF THIS PURCHASE, AS ELIGIBLE BY STATE LAW. COUNCILMEMBER SCHULDT SECONDED THE MOTION. MOTION PASSED 4-0. ~ It was noted that the actual tanks for this fuel system would be $11.628.60. This amount is known because of the low quote that was acceptable to the Council from the Hale Company. The remaining expenditures included approximately $6.000 for the installation of the tanks. $4.000 for the card identification system. and $5.000 for concrete. electrical connections. dispensers and supplies. It was further noted that only the legally acceptable items of this fuel storage system would be purchased through the Equipment Certificates. It was anticipated that this amount to be financed through Equipment Certificates would be approximately $24.100. The Finance Director requested the Council to approve a motion authorizing the City to exceed the scheduled levy for Bond repayments based on additional funds being needed for improvement projects that have fallen behind schedule. COUNCILMEMBER DOBEL MOVED TO AUTHORIZE THE CITY TO EXCEED ITS BOND REPAYMENT SCHEDULED LEVY IN THE AMOUNT OF $5.000 FOR THE 1982 SEWER EQUIPMENT BOND AND $19,510 FOR 1980 IMPROVEMENT BOND. COUNCILMEMBER SCHULDT SECONDED THE MOTION. THE MOTION PASSED 4-0. It was the consensus of the Council that at the 10-5-87 Council Meeting it would review the City levy request that needs to be approved and sent to the County by October 9. 1987. This levy request would include the needed funds for the 1988 Equipment Certificate purchases. the maximum allowed by the state for general fund activities and the required amounts for bond repayment according to the schedules on file at City Hall. ~ e e e Page 10 City Council Budget Meeting September 29. 1987 COUNCILMEMBER SCHULDT MOVED TO ADJOURN THE MEETING. COUNCILMEMBER TRALLE SECONDED THE MOTION. THE MOTION PASSED 5-0. The meeting was adjourned at 10:15 p.m. Respectfully submitted. ?p dauo/ Patrick Klaers