5.4D. SR 07-22-2002Item 5.4.D.
C~ty ~
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
Mayor and Council
Pat Klaers, City Admi ,n~at~or~.~
July 22, 2002
2003 Budget Issues
Finance Director Lori Johnson and I have been meeting with the department heads for the
past two weeks to review their budget requests. These requests are still being evaluated and it
is too early in the process to have figures available for the City Council discussion on
Monday. However, on Monday we should be able to give the Council a preview as to what
to expect for the Monday, August 12, 2002, budget worksession.
At this time we do not know what our levy limit amount is going to be for next year but we
think it will be a fairly small increase, as the cost of living index or inflationary factor has
been low. Also, we will have to use the equipment certificate approach for funding some of
our needs in 2003. The level last year (for 2002) was $273,500 but the total requests for
equipment are higher than what we saw last year. The status of 2002 year-end funds being
available for equipment requests in 2003 is unknown at this time and most likely will not be
known until after the budget and levy is approved in September.
Personnel services is the single largest budget category. Additional employees (and additional
hours for some employees) is scheduled to be briefly discussed earlier in the evening on
Monday night. When 70% of the General Fund expenditures are for personnel it is fairly
clear that if we want to control our budget we need to control expenditures for staff
additions.
In terms of revenue for 2003, additional taxes will be the number one source of additional
revenue. The growth related revenues (building permits, plan check fees, plumbing/heating
permits) are currently in the budget at a very high level. It does appear that we will reach the
2002 projections but with the economy being so uncertain it is extremely difficult to project
much, if any, of an increase in these revenue sources. Additionally, the 2002 court fine
revenues have not been as expected and this has previously been discussed with Coundl. We
expect a better year in 2003 due to efforts by the county to collect fines but the revenue
amount in the budget will go down.
Last year the budget went up $745,500 or 11.5%. Requests for 2003 exceed this amount and
based on levy limits it is very uncertain as to whether or not we can afford this level of
increase again in 2003. This, of course, puts of in a very difficult situation, one that is more
difficult than what we have seen in recent budgets.
Attached for your information is a July 14, 2002, Star Tribune article on the budget issues
facing local governments.
M et t e
** StarTribune
!Local budgets feel the squeeze
Residents of many cities ing to have to lose some weight or of the nonpartisan Minnesota Tax-
and counties are facing find the money for a new wardrobe, payers Association, "We're seeing a
the prospect of reduced
services even as tax
levies go up.
By Kevln Duchschere
and Mary Lynn Smith
Star Tribune StaffWriters
For most cities and counties in
the metro area, hammering out
next year's budgets will be like the
dilemma faced by a man whose
clothes have shrunk: He's either go-
Local officials must soon begin
wrestling with the twin impacts of
dwindling revenues -- including
anticipated state aidcuts and ris-
ing costs.
Many are iust be'ginning to
sharpen their pencils and don't yet
know exactly ho~v they~l manage to
balance their 2003 budgets. But
they say the 'upcoming financial
squeeze likely will strain services
and kick property-tax levies higher.
-"These are going to be tough
times, for local governments," said
Dan Saiomone, executive director
weak economy and low consnmer
confidence ... People's anxieties
are high."
To make matters worse, the local
budgets approved later this year
likely will be upended by mid-2003
if the Legislature, as expected, cuts
local government aid and grants in
an effort to resolve the state's pro-
jected revenue shortfall.
The news isn't getting any better.
BUDGETS continues on Bg: ·
-- State deficit for 2004-2005 could
be at least $1.9 billion.
BUDGETS from B1
Cities, counties struggling
as aid, other revenues slide
An economic update released
Friday showed that the state
took in $212 million less than
expected in fiscal year 2002. It
already faced a projected $1.5
billion deficit for fiscal 2003.
"The state is going to step
back as the sugar daddy," Salo-
mone said. "The days .of free
money are over ... And that
means local property taxes will
go up."
Fearing skyrocketing taxes,
the Minneapolis City Council
voted Friday to limit-annual
levy increases to 8 percent
through 2010. But with costs
rising faster than inflation, tax
limits also will mean deep
spending cuts.
Even communities inclined
to raise taxes as high as neces-
sary will face a squeeze im-
posed by new lower lew limits
set by a state formula that
blends inflation with housing
and commercial growth, said
Jim Mulder, executive director
of the Association of Minneso-
ta Counties.
Brooklyn Park expects to be
limited to a tax-levy increase of
about 2 percent, which will
yield an additional $350.000,
interim city manager and fi-
nance director Greg Andrews
said. But that won't be nearly
enough to cover an expected
budget gap ranging from $1
million to $2 million, he said.
"The city's growing, the tax
base is growing, but the taxes
we can levy to meet demands
for services are not going up,"
Andrews said.
Mulder said that counties
also will see expenses rise as
inflation and increased service
demands continue
"Costs for such things as as-
phalt and oil are up," he said.
"We're building more jails and
we're filling them with more
people, so there's the added
cost of keeping them open."
For example, Ramsey Coun-
ty officials expect to open their
new jail by the end of next year,
driving up county spending,
budget director iulie Klein-
schmidt said.
And there are other new ex-
penses for 2003 that reflect
events outside the county's
control. They include court-
house security measures or-
dered after the Sept. 11 terror-
ist attacks, spending hikes to
accommodate a state takeover
of the district courts and sever-
al mandated services for feder-
al and state programs.
The local tax ba~e is fairly
stagnant and additional money
sources are drying up,
Kleinschmidt said. "The big-
gest bind for us is the econom-
ic recession," she said.
But even growing commu-
nities will face tough choices.
Dakota County's growing
pains include increased de-
mands for services (including
parks and public health ser-
vices), more roads and better
transit to relieve commuting
problems, said Jack Ditmore,
director of Dakota County's
operations, management and
budget.
Balancing next year's bud-
get could mean up to a 6 per-
cent property-tax levy in-
crease, compared with annual
increases of about 4.5 percent
in recent years, Ditmore said.
Dakota County commissioners
have already rejected a 9 per-
cent increase to keep services
at current levels.
"They won't use a tax in-
crease to fill the hole," Ditmore
said.
All the budget pressures
have local officials feeling anx-
ious and cautious, said Jim
Miller, executive director of the
League of Minnesota Cities.
"It's a time of significant uncer~
tainty," he said.
Following are some illustra-
tions of the problems and po-
tential solutions facing a vari-
ety of local governments.
~ St. Paul: Mayor Randy
Kelly insists he won't raise tax-
es to bridge a projected gap of
$13.6 million, saying he in-
tends to keep his campaign
pledge to avoid a tax increase
in 2003. St. Paul has not in-
creased its property-tax levy
sincE, before Norm Coleman
became mayor in 1994.
That doesn't mean that Kel-
ly won't consider raising user
fees for some nonessential city
services ranging'from business
alarm systems to business li-
censes, Budget Director Peter
Hames said.
"The mayor is a strong be-
liever that where there is a ser-
vice charge, it should cover the
cost of the service," Hames
said.
Even after trimming spend-
ing by $2 million and grabbing
a $6 million slice of the city's
reserve funds, the city must
still find another $6 million to
balance the 2003 budget,
Hames said.
Kelly already has provided
some clues on how he will do
it. He froze city hiring earlier
this year and cut $1.3 million
from this year's budget by
eliminating 11 positions and
merging some functions. He
will soon announce a plan to
reorganize the city's recreation
cenmrs,-Hames said.
"There will be .other re0rga-
nizations, some to save money
and some because it'makes
more sense. Everything's on
the table'with him," Hames
said.
~ Hennepin 'County: With.a
2002 budget of about $1.7 bil-
lion, officials in the state's larg-
est county will have to decide
how to cover a $32 million gap
that includes $10.5 million in
state cuts for human services
and corrections, and a $21.3
million increase in salaries,
benefits and library opera-
tions.
"Our board will be faced
with the choice of levying ver-
sus reducing service and pro-
gram levels. Somewhere in be-
tween the two will be the real
answer," Budget and Finance
Director lim Ufer said.
Hennepin County has kept
property-tax levy increases un-
der 4 percent for several years,
and officials don't want to ven-
ture much beyond that, he
said. Last year's levy increase
was 3.35 percent.
Already, Ufer said, the
board is weighing cuts in this
year's budget to prepare for
next year's costs and expected
state cuts.
"What they're doing now is
taking a disciplined approach
to belt:tightening and expen-
ditures,'' he said.
~ Ramsey County: Interest
rates are at a 40-year low,
shorting Ramsey County $2.4
million in investment income
that was projected for the 2002
budget. Uncollectable proper-
ty taxes are on the rise, putting
another $1.3 million dent in
this year's budget.
Added to that is a $1.6 million
cut in state funding primarily for
human services and corrections,
leaving Ramsey County with a
$5.3 million hole in the current
year's spending plan.
The cuts county officials
make this year to erase
shortfall likely will be made
permanent ino2003, Klein-
schmidt said.
"Commissioners will have
to make some extremely tough
choices by either cutting ser-
vices or raising taxes, or some
combination.' she said.
~ Bloomington: City offi-'
ciais have instructed c[epart-
ment heads to keep budgets at
or below the inflation rate in an
effort to hold next year's tax
!evy close to its annual average
increase of just under 2.5 per-
cent, City Manager Mark Bem-
hardson said.
But Bloomington may be
better prepared for what's
coming than other communi-
ties, he said. When the econo-
my was humming five years
ago, officials developed an eco-
nomic strategy to deal with fu-
ture downturns.
The result, Bernhardson
said, is that the city avoided ex-
panding services that couldn't
be sustained in bad times. Offi-
cials may have to make spend-
ing cuts, but services shouldn't
suffer much, he said.
Nevertheless, Bernhardson
said he doesn't underestimate
the gravity of the problems just
around the corner. Budget offi-
cials have exhausted the quick
and easy fixes, leaving only the
tough choices.
"This is a tougher year,.and
it's probably as tough a year as
most communities have faced
since '89, '90, '91." he said. "The
bubble isn't out of the econo-
my yet and we may dip again
. .. We may not be out of the
woods for a few years and that
will make it very tough."
-- Kevin Duchsehere is at
kduchschere$startribune, con~
.-- Mary Lynn Smith lsat
tnlsmith ~startribune. com.