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9. HRSR 08-07-2007ITEM # 9. ver MEMORANDUM TO: Housing & Redevelopment Authority FROM: Catherine Mehelich, Director of Economic Developmen~~/~~~ DATE: August 7, 2006 SUBJECT: Consider Year 2007 HRA Budget and Resolution Regarding HRA Levy Attachments • Budget Worksheet -Proposed 2007 HRA Revenue & Expenditures • Resolution establishing the HRA tax levy for collection in year 2007 Summary The Economic Development Department consists of two separate budgets including: • Economic Development Authority • Housing & Redevelopment Authority Since 2003, the EDA and HRA levies have been enough to balance the Economic Development Division without General Fund revenues. HRA revenues are estimated at 10% growth in market value for the year 2007. In addition, 2007 revenues include a transfer in from TIF District 16 in the estimated amount of $45,000 to repay the HRA for eligible expenditures related to the King & Main TIF Project. In 2004 the Personal Services costs (salaries and benefits) were adjusted from 70/30 percent EDA and HRA respectively, to 60/40 percent due to staff time allotted to the Downtown Revitalization Project. It is proposed that this continue in 2007. Other common administrative expenses are proposed to be shared by the EDA and the HRA. As in previous years, the HRA would make a one time transfer to the EDA in the amount of $3,500 to cover approximately 37% of the shared expenses. The shared expenses include the following items: • Office supplies • Fuels • Telephone • Travel, conference & schools Consider Year 2007 HRA Budget and Resolution Regarding HRA Levy August 7, 2006 HRA Meeting Page 2 of 2 Below is a line item analysis of the proposed year 2007 expenditures for the HRA: • Personal Services $ 64,550 • Legal Fees (TIF, relocation, acquisitions, etc.) $ 10,000 • Other Professional Services $ 31,000 o Ehlers & Assoc. (feasibility studies, TIF runs, etc.) o Redevelopment land use planning/design services o BDM Consulting Engineers (engineering services) • Postage (construction notices, Q&A inserts) $ 500 • Publishing (Downtown project communications) $ 12,500 • Insurance $ 250 • Dues & Subscriptions $ 200 • Transfer out to General Fund (support staff, etc) $ 9,500 • Transfer out to EDA (approx. 37% shared expenses) 3 500 Total HRA Year 2007 Proposed Expenditures: $132,000 Total HRA Year 2007 Proposed Revenue: $291,800 The projected balance of $159,800 will be put into the HRA reserves for future housing or redevelopment project expenses. Building this reserve fund is especially critical for the HRA to have the financial means to initiate property acquisitions and related expenses in priority redevelopment areas such as the downtown planning area north of Highway 10, and the core downtown. Attached to this memo you will find a Resolution establishing the tax levy for the Elk River HRA, which requests that the City Council levy such maximum amount for the authority for the year 2007, as in previous years. The City must certify its proposed maximum levy, including EDA and HRA levies, to Sherburne County annually in September. Recommendation Staff recommends that the HRA approve the year 2007 HRA Budget as presented, and approve the attached Resolution establishing the HRA tax levy for collection in year 2007. BUDGET WORKSHEET CITY OF ELK RIVER Page: 1 713112006 4:08 pm Prior ----------------- -------------Current Year ----------- ---------------- l6) ~7) ~8) Year Original Amended Actual Thru Estimated ~h:6/30/2006 Actual Budget Budget June Total Requested Recommended Adopted end: 910 - HRA Revenues Dept: 000.000 Acct Class: 3100 General property taxes 3111 Current Ad Valorem Taxes 189,919 221,950 221,950 0 0 245,700 General property taxes 189,919 221,950 221,950 0 0 245,700 0 0 Acct Class: 3300 Intergovernmental revenue 3322 MV Credit 10,584 0 0 0 0 Intergovernmental revenue 10,584 0 0 0 0 0 0 0 Acct Class: 3620 Other revenue 3621 Interest Income 1,660 1,000 1,000 1,515 0 1,100 3625 Refunds & Reimbursements 135,964 0 0 4,272 0 3629 Miscellaneous Revenue 0 0 0 0 0 3910 Sale of Assets 0 0 0 0 0 Other revenue 137,624 1,000 1,000 5,787 0 1,100 0 0 Acct Class: 3920 Transfers in 3921 Transfers 0 0 0 0 0 3947 Transfer - TIF 0 42,000 42,000 0 0 45,000 Transfers in 0 42,000 42,000 0 0 45,000 0 0 Dept: 000.000 338,127 264,950 264,950 5,787 0 291,800 0 0 Total Revenues 338,127 264,950 264,950 5,787 0 291,800 0 0 Expenditures Dept: 610.610 HOUSING & REDEVELOPMENT .Acct Class: 4100 Personal services 4101 Regular Pay 44,520 50,000 50,000 14,217 0 52,050 4102 Overtime Pay 0 0 0 0 0 4103 Part-time Pay 0 0 0 0 0 4104 PERA 2,458 3,000 3,000 837 0 3,250 4105 FICA 2,756 3,100 3,100 939 0 3,250 4107 Medicare 645 750 750 219 0 750 41081nsurance 4,026 4,950 4,950 1,648 0 5,100 4109 Workers Comp 940 1,000 1,000 146 0 150 Personal services 55,345 62,800 62,800 18,006 0 64,550 0 0 Acct Class: 4200 Supplies 4201 Office Supplies 1,865 0 0 0 0 Supplies 1,865 0 0 0 0 0 0 0 Acct Class: 4300 Other services & charges 4304 Legal Fees 30,673 10,000 10,000 19,787 0 10,000 '9 Other Professional Services 60,414 24,000 24,000 4,800 0 31,000 n321 Telephone 0 0 0 0 0 4322 Postage 241 1,000 1,000 78 0 500 BUDGET WORKSHEET CITY OF ELK RIVER Page: 2 713112006 4:08 pm '' •fh:6/3012006 Prior Year Actual --------------------------------Current Year ---------------------------- Original Amended Actual Thru Estimated Budget Budget June Total C6) C7) Requested Recommended l8) Adopted md: 910 -HRA Expenditures Dept: 610.610 HOUSING & REDEVELOPMENT Acct Class: 4300 Other services & charges 4331 Travel, Conferences & Schools 16 0 0 0 0 4349 AdvertisinglMarketing 629 0 0 0 0 4359 Publishing 2,075 12,500 12,500 4,038 0 12,500 4361 Insurance 185 250 250 0 0 250 4433 Dues & Subscriptions 0 200 200 0 0 200 4440 Miscellaneous 57,710 0 0 1,480 0 Other services & charges 151,943 47,950 47,950 30,183 0 54,450 0 0 Acct Class: 4500 Capital outlay 4510 Land 0 0 0 0 0 4530 Improvement Project Contract 0 0 0 0 0 Capital outlay 0 0 0 0 0 0 0 0 Acct Class: 4700 Transfers out 4720 Transfers 0 0 0 0 0 4721 Transfer-General Fund 9,500 9,500 9,500 0 0 9,500 4725 Transfer-Capital Outlay Reserv 0 0 0 0 0 "'35 Transfer-EDA 3,500 3,500 3,500 0 0 3,500 Transfers out 13,000 13,000 13,000 0 0 13,000 0 0 HOUSING 8 REDEVELOPMENT 222,153 123,750 123,750 48,189 0 132,000 0 0 Total Expenditures 222,153 123,750 123,750 HRA 115,974 141,200 48,189 0 132,000 0 0 141,200 -42,402 0 159,800 0 0 RESOLUTION 06- O I A RESOLUTION OF THE ELK RIVER HOUSING AND REDEVELOPMENT AUTHORITY A RESOLUTION ESTABLISHING THE TAX LEVY FOR THE ELK RIVER HOUSING AND REDEVELOPMENT AUTHORITY FOR COLLECTION IN 2007 WHEREAS, Minnesota Statute Section 469.033, Subdivision 6, authorizes a Housing and Redevelopment Authority to levy an amount not to exceed .0131 percent of the taxable market value of property within the city to be used for housing and redevelopment purposes; and, WHEREAS, the Elk River Housing and Redevelopment Authority anticipates expenditures in 2007 for various housing and redevelopment activities; and, WHEREAS, the Housing and Redevelopment Authority will adopt and approve its budget before a special tax can be levied. NOW, THEREFORE, BE IT RESOLVED that the Housing and Redevelopment Authority requests that the Ciry Council of the City of Elk River, Minnesota, levy a special tax not to exceed the statutory limit of .0131 percent of taxable market value of the city for the benefit of the Authority to be used for purposes as provided in Minnesota Statutes. Passed and adopted by the Elk River Housing and Redevelopment Authority this 7`'' day of August, 2006. Stewart Wilson, Chair ATTEST: Catherine Mehelich, Executive Director S:\EDA\HRA\RESOLUTI\2006\06-01 HRA07LEVY.DOC