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9.2. SR 11-19-2018 Eclty1� ,.,�� Request for Action River To Item Number Mayor and City Council 9.2 Agenda Section Meeting Date Prepared by Work Session November 19, 2018 Lori Ziemer, Finance Director Item Description Reviewed by 2019 Budget/Tax Levy Cal Portner, City Administrator Reviewed by Action Requested Continue 2019 budget/tax levy discussion. Background/Discussion On September 17, Council approved a maximum levy of$11,938,765 with a proposed tax rate of 45.467 as compared to 46.01 in 2018. As directed by Council, staff has reviewed and made further adjustments of$55,000 to the general fund budget to bring the change under 5%. These adjustments would bring the levy to $11,883,765 with a projected tax rate of 45.259,pending any final adjustments on property values from the county. For Council consideration, an alternative option to the levy reduction would be to capture the $55,000 to build on Council's goal of establishing a sinking fund reserve for the government building fund. This option would maintain the levy of$11,938,765 with a proposed tax rate of 45.467,instead of a levy reduction. Financial Impact N/A Attachments ■ Tax levy options ■ Tax impacts ■ General Fund summary The Elk River Vision A PehoMing community Pitb revolutionary and spirited resourcefulness, exceptional P,`01 W E H E 8 6 T service, and community engagement that encourages and inspires prosperity INAMIRE1 9/17/2018 City of Elk River Levied Maximum Final Optional Tax Levy Pay 2018 Pay 2019 Pay 2019 Final Pay 2019 General Fund $10,497,800 $11,242,400 $11,187,400 $11,187,400 Library 54,000 66,000 66,000 66,000 General Property Tax Levy 10,551,800 11,308,400 11,253,400 11,253,400 Special Levies: 2010 GO CIP Bonds 369,500 470,130 470,130 470,130 Economic Development Tax Abatement 142,530 160,235 160,235 160,235 Government Building Reserve 55,000 Total Levy $11,063,830 $11,938,765 $11,883,765 $11,938,765 General Fund Change from Previous Year 744,600 689,600 689,600 Percentage Change from Previous Year 7.1%6.6%6.6% Total Dollar Change from Previous Year 874,935 819,935 874,935 % Change 7.9%7.4%7.9% Note: This will be adjusted as we go thru the budget process and do updates. NTC Value $24,046,382 $26,257,399 $26,257,399 $26,257,399 Tax Rate 46.01 45.467 45.259 45.467 Adjustments: Health insurance - various depts.101-XXXX-4108 (17,000) Fire - WC insurance 101-2320-4109 (5,000) IT - equip. repair/maint.101-1350-4404 (7,000) Engineering - sr. project engineer position 101-3300-41XX (10,000) Streets - office asst./maintenance positions 101-3120-41XX (16,000) Expenditure Reductions (55,000) 11/19/2018 LEVY REDUCTION OPTION: Residential (Homestead): Tax Capacity Rate 46.01 45.259 Value Tax Capacity Dollar Percent 2017 2018 Change 2018 2019 2018 2019 change change 163,700 178,900 9.3%1,412 1,578 650 714 64 9.8% 182,200 207,500 13.9%1,614 1,889 742 855 113 15.2% 272,500 297,400 9.1%2,598 2,869 1,195 1,299 104 8.7% 181,000 199,300 10.1%1,601 1,800 736 815 79 10.7% 323,600 338,800 4.7%3,155 3,321 1,452 1,503 51 3.5% 234,600 253,600 8.1%2,185 2,392 1,005 1,083 78 7.8% Median Value 208,400 229,900 10.3%1,899 2,134 874 966 92 10.5% 200,000 200,000 0.0%1,808 1,808 832 818 (14)-1.7% Commercial/Industrial: Value Dollar Percent 2017 2018 Change 2018 2019 2018 2019 change change 4,449,500 4,513,000 1.43%88,240 89,510 40,599 40,511 (88)-0.2% 4,032,300 3,968,500 -1.58%79,896 78,620 36,760 35,583 (1,177)-3.2% 1,577,800 1,597,000 1.22%30,806 31,190 14,174 14,116 (58)-0.4% 1,193,300 1,179,400 -1.16%23,116 22,838 10,636 10,336 (300)-2.8% SINKING FUND OPTION: Residential (Homestead): Tax Capacity Rate 46.01 45.467 Value Tax Capacity Dollar Percent 2017 2018 Change 2018 2019 2018 2019 change change 163,700 178,900 9.3%1,412 1,578 650 717 67 10.3% 182,200 207,500 13.9%1,614 1,889 742 859 117 15.8% 272,500 297,400 9.1%2,598 2,869 1,195 1,305 110 9.2% 181,000 199,300 10.1%1,601 1,800 736 818 82 11.1% 323,600 338,800 4.7%3,155 3,321 1,452 1,510 58 4.0% 234,600 253,600 8.1%2,185 2,392 1,005 1,087 82 8.2% Median Value 208,400 229,900 10.3%1,899 2,134 874 970 96 11.0% 200,000 200,000 0.0%1,808 1,808 832 822 (10)-1.2% Commercial/Industrial: Value Dollar Percent 2017 2018 Change 2018 2019 2017 2018 change change 4,449,500 4,513,000 1.43%88,240 89,510 40,599 40,698 99 0.2% 4,032,300 3,968,500 -1.58%79,896 78,620 36,760 35,746 (1,014)-2.8% 1,577,800 1,597,000 1.22%30,806 31,190 14,174 14,181 7 0.0% 1,193,300 1,179,400 -1.16%23,116 22,838 10,636 10,384 (252)-2.4% CITY OF ELK RIVER ESTIMATED TAX IMPACT Total Estimated Tax Total Estimated Tax Tax Capacity Estimated Property Value Property Value Estimated Property Value Total Estimated Tax Property Value Tax Capacity Total Estimated Tax 2018 2019 % Budget Preliminary Change General Fund Revenues: Property taxes $10,497,800 $11,187,400 6.6% Other taxes 150,000 150,000 0.0% Licenses & Permits 877,900 857,000 -2.4% Intergovernmental Revenues 551,500 *571,500 3.6% Charges for Services 937,900 969,200 3.3% Fines 151,000 154,500 2.3% Other Revenues 226,500 259,500 14.6% Transfers In 2,063,950 2,072,100 0.4% Total General Fund Revenues 15,456,550 16,221,200 4.9% General Fund Expenditures General Government: Mayor & Council 155,300 149,050 -4.0% Communications 306,900 326,350 6.3% Administrative Services 511,900 531,850 3.9% Human Resources 250,550 280,500 12.0% Elections 42,250 6,800 -83.9% Finance 586,250 644,550 9.9% Information Technology 431,300 440,000 2.0% Legal 230,000 230,000 0.0% Community Development 150,050 162,750 8.5% Planning 405,800 352,550 -13.1% Building Maintenance 679,750 714,400 5.1% Energy City 33,000 31,150 -5.6% Contingency - 153,100 - Total General Government 3,783,050 4,023,050 6.3% Public Safety: Police 5,510,050 *5,754,700 4.4% Fire 1,142,000 *1,145,500 0.3% Building Safety 678,450 721,900 6.4% Code Enforcement 98,750 115,700 17.2% Environmental 48,400 32,450 -33.0% Total Public Safety 7,477,650 7,770,250 3.9% Public Works: Street Maintenance 1,355,450 1,396,750 3.0% Snow Removal 298,700 279,600 -6.4% Equipment Services 210,400 216,300 2.8% Engineering 234,200 357,750 52.8% Total Public Works 2,098,750 2,250,400 7.2% Culture & Recreation: Parks Maintenance 1,118,800 1,135,100 1.5% Recreation 726,800 792,000 9.0% Sr. Citizen Programs 251,500 250,400 -0.4% Total Culture & Recreation 2,097,100 2,177,500 3.8% Total General Fund Expenditures $15,456,550 $16,221,200 4.9% *Includes 2018 budget amendments for fire state aid and police grant CITY OF ELK RIVER GENERAL FUND BUDGET