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8.0. SR 11-25-1996ITEM 8. .ty of iver MEMORANDUM TO: Mayor & City Council FROM: DATE: SUBJECT: Pat Klaers, City Administ4cp. gbr ~ ~7~1~ ~~ November 25, 1996 ~~)~ Budget Worksession A worksession of the City Council to discuss the proposed 1997 budget and tax levy and to review miscellaneous budget related issues has been scheduled for Monday, November 25, 1996. One of the major purposes of this worksession is to produce a balanced budget that can be presented to the public at the Truth and Taxation public hearing which is scheduled for December 2, 1996. This Truth in Taxation (budget and tax levy) public hearing is also scheduled to be continued until December 16, 1996, if necessary. Please note that the City Council cannot adopt the municipal budget and tax levy resolution at the same meeting when a public hearing is held. Accordingly, if the public hearing on December 2 is continued until December 16 in order to receive additional input from the public, then the city budget and tax levy will have to be considered and adopted at a special meeting later in the week of December 16 or on December 23, 1996. On the other hand, if the December 2 public hearing is not continued, then the city budget and tax levy will be considered for adoption at the December 16, 1996, meeting. The agenda for this budget worksession on 11/25/96 looks something like the following: Consider steps to close the 1997 General Fund Budget gap and discuss the proposed 1997 tax rate, personal services, equipment, and other items related to the budget. 2. Review and consider the non General Fund 1997 budgets. 3. Consider the 1997 pay resolution for non organized employees. 4. Update on personnel projects. Consider two CIP projects...the city contribution to the ice arena construction project and the city funding of the recreation fields on the Cass property. 13065 Orono Parkway · P.O. Box 490 · Elk River, MN 55330 · (612) 441-7420 · Fax: (612) 441-7425 Budget Worksession Memo November 25, 1996 Page 2 1997 BUDGET GAP At the last budget worksession on September 9, the City Council reviewed the 1997 budget gap of $75,400. This gap between requested expenditures and available revenues is fairly typical and, in fact, we are often wrestling with a larger budget gap. In order to remind everyone as to how we got to this point, attached for your review are the September revenues summary and detail pages, the September expenditures summary and detail pages, the September 9, 1996, Council minutes, and my memo dated 9/4/96 to the City Council for the September 9 meeting. At the 11/25 worksession I will be recommending to the City Council that $89,000 in adjustments from Page 2 and 3 of my memo be made. This is $13,600 more than the budget gap and I am then recommending that this amount be added to the City Council Contingency Fund. As noted in my 9/4/96 memo, the City Council Contingency Fund needs some additional monies in order to provide adequate flexibility for the City Council for unexpected 1997 expenditures. Staff will be prepared to review the recommended budget changes and the rationale behind adding these funds to the contingency on Monday. I am not sure if all of the $89,000 in adjustments will be approved by the City Council, or if the difference between the adjustments and the current budget gap will be added to the City Council Contingency Fund, or if the City Council will want to further reduce the budget in order to lessen the tax levy increase; but I do know that the City Council Contingency Fund is very tight. The Contingency Fund includes funds for the personnel wage cost of living adjustments (COLA) and funds for all additional new employees. All new employees are subject to further Council approval in 1997. The City Council Contingency budget as discussed in September, is proposed in the amount of $193,500. This is the same amount as what was included in the adopted 1996 budget. The COLA adjustments for the General Fund non union employees is estimated to be in the $46,000 range if a 3 percent adjustment is approved by the City Council. Additionally, it is estimated that approximately $120,000 will be spent on new employees. A rough list of the desired positions for 1997 are outlined on Page 2 of my 9/4/96 memo. This amount could be less if some of the proposed additions or changes are not authorized until some time after the first part of the year. Nonetheless, we can expect at least $100,000 to be spent on additional employment services in 1997 and when this amount is combined with the COLA amount, the balance in the City Council Contingency Fund for true contingency expenditures becomes very small and is somewhere in the range of I percent of the budget. This is not very much flexibility for the City Council and is the basis for my desire to add more monies to the 1997 City Council Contingency Fund. Budget Worksession Memo November 25, 1996 Page 3 If the budget gap of $75,400 is closed, the City Council will be looking at a 3 percent increase in the city tax rate. The city tax rate would go from 24.033 to approximately 24.765. This would generate approximately $87,700 worth of additional tax revenue above the increased tax revenue that is already generated by the growth in the city's net tax capacity. If an individual's property value did not increase, and if there was no change in the county or school tax rate, then the city's 3 percent increase in the tax rate would translate to a less than I percent impact on the individual's tax statement. (The city is about 23 percent of the total tax bill.) However, we do know that the county and school are both estimating to increase their tax rate by about 3% percent and we also know that a school bond issue has been approved. (This school bond issue impact on the taxes will not show up on the Truth in Taxation notice.) Staff is comfortable recommending to the City Council a tax rate change of 3 percent from 24.033 to 24.765 for 1997. If the City Council desires to reduce the $87,700 city increase that is generated by the 3 percent tax rate increase, then we will have to seriously look at the additional employees that are being proposed. NON GENERAL FUND 1997 BUDGETS Three non general fund budgets, the enterprise fund budgets, were approved by the City Council on November 18, 1996. These budgets, the liquor store budget, the garbage collection program budget, and the wastewater treatment systems budget, are not attached as you have recently reviewed and approved this material. The EDA and HRA budgets were distributed to the City Council at the 8/26/96 worksession. These budgets and tax levies were approved by the City Council at the 9/9/96 meeting. These two budgets and tax levy resolutions are attached for your information. The sanitary landfill (distributed on 9/9), the ice arena (distributed on 8/26), and the equipment reserve (distributed on 8/26) budgets have no impact on the city tax levy. These budgets are again attached for your review...All of the landfill expenses are financed by the landfill surcharge. Expenditures must relate to waste abatement activities. The budget includes 13 percent of the building and zoning administrator's time to monitor compliance at the landfill, expenses for police services to monitor garbage truck traffic throughout the city, and legal and environmental expenses to ensure compliance at the landfill with local, state, and federal laws. The legal and environmental services are estimated to decrease in 1997 as compared to the adopted 1996 budget, but compares favorably to the actual expenses in 1994 Budget Worksession Memo November 25, 1996 Page 4 and 1995... The ice arena budget is taken directly from the information that was provided to the banks when the bonds for this project were sold. This information that was provided to the banks was based on the Marquette financial feasibility study that was adjusted and accepted by the City Council. It is estimated that there will be sufficient revenues to meet the operating expenses and to make the bond payment. The vast majority of the operating revenue comes from ice rental, admissions to events, sign rentals (advertisement), concessions, and vending machines. The expenses are mainly for employees, utilities, insurance, and building maintenance and repair items. Unfortunately when we begin preparation of the 1998 budget next summer, we will still have limited information on actual revenues and expenditures as we will have only been the owner of the facility for six months or so. A true financial picture won't be put together until the 1999 budget when we will have actual expenses for one complete year to review and evaluate... The total expenses estimated to come out of the equipment reserve are shown on the capital outlay page. As noted in the discussion on balancing the general fund budget, a couple of adjustments are being recommended whereby some general fund expenditures are being shifted to the equipment reserve category. Please note that the police digital computers, the two sirens, the dump box (and truck accessories), and the reserve for the fire department pumper are all being financed with the balance of the utilities contribution that is not going into the general fund. The remaining equipment reserve expenditures will come from either designated or undesignated reserves. The actual expenditures will require further Council approval in 1997. Once approved by the City Council, this equipment reserve information will be put into the appropriate budget format. The equipment certificate, special assessment, library, and surface water management/development fund budgets do have an impact on the tax levy. A maximum amount for these operations were included in the proposed maximum levy resolution that the City Council approved on 9/9/96. All of these budgets were discussed and reviewed at either the 8/26 or 9/9 budget worksessions. These budgets are again attached for your review...The equipment certificate program is also shown on the capital outlay page. The amount proposed is similar to past years and includes mainly police expenditures plus one street department expense. This is similar to the proposal from 1996 when $76,000 worth of police expenses and $31,950 worth of street/park equipment was approved. Once the City Council approves the 1997 program, this information will be put into the appropriate budget format...The city special assessment payments for 1997 are down slightly from the 1996 level. The expenses are for the same projects and nothing new was added to the list for 1997...The library budget is proposed to increase by $4,350. Most of this increase is in the capital outlay budget. This 1997 Budget Worksession Memo November 25, 1996 Page 5 furniture request is for two study tables for the main library area. The rest of the budget is very similar to previous years. The library expansion project debt is financed partly by tax revenues and partly by the landfill surcharge that the City Council has designated for this project... Please note that all of the revenues to cover expenses for the equipment certificate, special assessment and library budgets come from taxes. The surface water management/development fund tax levy that was approved in the September 9 maximum tax levy resolution is the same 2.25 percent as previous years. This 2.25 percent equals $294,100 in 1997. A draft of the surface water management (SWM) budget is attached for your review. Some of the total SWM tax levy (approximately $110,000 per year) is applied to the 1994 SWM bond. The balance due for principal and interest for this SWM bond is about $1.45 million. Also, the City Council has just recently approved the finances for the SWM components of the Main/Evans, Westwood, Fresno, and Western Area Phase II projects. The cost for these projects (approximately $700,000) is between $125,000 and $165,000 per year for five years beginning in 1997. Unlike the 1994 bonded debt that shows up in the SWM budget, these tax revenues will be separated out into a development fund line item on the tax levy resolution. The balance of the 1997 SWM funds are anticipated to be applied toward the 185th frontage road project (Joplin intersection area). Additional SWM funds should be available in 1997 if impact fees on new developments are collected. If additional monies are available, we will also look at the Ditch 28 situation. The City Council can also consider an internal loan to finance this or other projects. Other SWM projects on the horizon include work on the east side of Highway 169 around and south of County Road 12, the correction of a problem in the old core village area (near the 4th and Norfolk area), and development related projects in other parts of the community. After discussion and review as desired by the City Council, staff will be recommending that the City Council approved the sanitary landfill, ice arena, equipment reserve, equipment certificate, special assessment, library, and surface water management budgets. 1997 PAY RESOLUTION FOR NON ORGANIZED EMPLOYEES UPDATE ON PERSONNEL PROJECTS Under a separate memo, Assistant City Administrator Lori Johnson will summarize the staff recommendations on these issues and provide additional back up material. Budget Worksession Memo November 25, 1996 Page 6 CIP PROJECTS...ICE ARENA AND RECREATION FIELDS The city committed to financing $50,000 of the ice arena project with the understanding that over a short period of time Youth Hockey would repay the city for this up front investment. While the city cannot technically loan organizations money, we do have full confidence that this city investment into the project will be recaptured. The internal source of funds for this $50,000 expenditure is recommended to be the city self-insurance fund. If this money is needed for self-insurance purposes before the ice arena investment is recaptured, then staff will present the Council with different options for this expense. In addition to the expenditure noted above, the city also committed $50,000 toward the ice arena project. This city expenditure will not be recaptured and was going to be the last contribution to the project if needed. It is clear at this point that all $50,000 from the city will be needed. It is recommended that the source of funds for the city contribution to the project be 50 percent from the city capital projects reserve and 50 percent from the city equipment/infrastructure reserve that is undesignated. It should be noted that the ice arena project is still on schedule but may be slightly delayed by a few days in being opened to the public. At this time it still looks like it will be open by the weekend for the January 17, 18, 19, Youth Hockey Tournament and the January 18 school game. The ice arena project is a "bare bones" facility, and as such, does not have some of the building components that some people would say make the project fully completed. We are still on budget, but the contingency fund is very tight and if "value added" changes are desired by the Council, the city is going to have to increase its donation/contribution to the project above the $50,000 level noted in the preceding paragraph. The source of any additional city funding for value added components to the project would be the same... 50 percent from the city capital projects reserve and 50 percent from the city equipment/infrastructure reserve that is undesignated. Approximately $200,000 is needed for the development of the four field recreation complex on the Cass property. This is being viewed as Phase I (also "bare bones") of the recreation field complex. Approximately $60,000 of this expenditure is scheduled to come from city park dedication funds. The balance, approximately $140,000, has to be funded from other city sources. Some of this money will be repaid to the city over the next six years. Boy's youth baseball and girl's youth softball are each contributing $5,000 per year for the next six years for the development of these fields. As this money is received it will go back into the fund that the city uses to finance the balance Budget Worksession Memo November 25, 1996 Page 7 of the project. This $140,000 balance will be needed in 1997 as the project moves forward. It is recommended that the city sell the 14 acre lot that is being platted along Jarvis Street for part of this expense. The remaining unfunded cost for the fields, estimated to be under $100,000, can come from the 1997 NSP contribution to the city. As noted above, $60,000 of this NSP contribution will be recaptured from the youth organizations over the next six years. Additionally, if more lots are sold, this revenue can also go back into the NSP fund. This NSP fund was also the source of money for the acquisition of the land (approximately $220,000). In summary, for the development of the Cass fields, it is recommended that the city use $60,000 from city park dedication monies, sell a residential lot for more than $40,000, and use NSP funding of approximately $100,000. Contributions from youth organizations for these fields will go back into the NSP fund. Staff hopes that the City Council can balance the proposed 1997 budget at this 11/25/96 worksession and that we will be able to address a number of other financial and personnel related issues at this worksession. It should be noted that the final budget numbers are being put together only a few days before the Truth in Taxation public hearing. Accordingly, very little narrative information will be available by the December 2, 1996, public hearing. All of the data and budget figures will be available for public review, but the narrative explaining each department, the changes from 1996, and anything else about the departmental activities will not be available. SOURCE OF FUNDS 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED GENERAL PROPERTY TAX INTERGOVERNMENTAL REVENUES CHARGES FOR SERVICES FINES AND FORFEITS LICENSES & PERMITS OTHER REVENUES TRANSFERS TOTAL $1,520,021 $1,801,547 $2,128,500 $2,465,g00 g24,685 g41,211 909,750 1,043,800 375,878 392,941 396,050 350,200 76,370 73,058 75,000 77,000 244,018 287,446 232,750 265,000 148,799 157,605 125,700 138,900 258,650 297,600 227,000 155,950 $3,548,421 $3,951,408 $4,094,750 $4,496,750 SOURCE OF FUNDS GENERAL PROPERTY TAX INTERGOVERNMENTAL REVENUES CHARGES FOR SERVICES FINES & FORFEITS LICENSES & PERMITS OTHER REVENUES TRANSFERS TOTAL 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $1,520,021 $1,801,547 $2,128,500 $2,465,900 924,685 941,211 909,750 1,015,700 375,878 392,941 396,050 350,200 76,370 73,058 75,000 77,000 244,018 287,446 232,750 265,000 148,799 157,605 125,700 138,900 258,650 297,600 227,000 184,050 $3,548,421 $3,951,408 $4,094,750 $4,496,750 GENERAL PROPERTY TAX Ad Valorem Tax INTERGOVERNMENTAL REVENUES Local Government Aid HACA Local Performance Aid Police Relief Gravel Tax Urban Street Maintenance Cops Fast Grant Police Training Reimbursement CHARGES FOR SERVICES GENERAL GOVERNMENT Administrative Project Fees Plan Check Fees Planning & Zoning Fees Sewer Inspection Fees Miscellaneous Sales Assessment Searches PUBLIC SAFETY School Liaison Police Contract Police Contribution (NSP & Landfill) Impound Fees Fire Calls & Contracts PUBLIC WORKS Street Services RECREATION Recreation Fees ......................................... $2,465,900 227,600 499,400 14,950 99,000 39,500 28,000 101,750 5,500 20,000 90,000 13,500 500 1,500 5,500 50,000 5,000 39,500 800 64,000 2,000 ......................................... '48,900 $2,465,900 1,015,700 SOURCE OFFUNDS Softball League Fees FINES & FORFEITS Court Fines LICENSES & PERMITS PERMITS Building Permits Building Permit Surcharge Plumbing & Heating Permits Contractor License Surcharge LICENSES Dog Cigarette Liquor Amusement Gas Fitters Garbage Haulers Mineral Extraction Apartment Licenses Other Business OTHER REVENUE Interest Landfill Surcharge Contribution-Municipal Utilities Contribution-Guardian Angels Refunds & Reimbursements TRANSFERS Liquor Equip & Program Rsrv (Municipal Serv.) ......................................... Street Reserve Sewer Economic Development Authority ......................................... Housing & Redevelopment Authority ......................................... 9,000 350,200 77,000 77,000 170,000 800 35,000 3,700 1,000 500 24,500 1,850 1,500 550 9,800 12,700 3,100 265,000 45,000 11,200 78,000 3,7OO 1,000 138,900 118,450 28,100 30,000 6,000 1,000 500 184,050 TOTAL $4,496,750 APPROPRIATIONS SUMMARY 1994 1995 1996 1997 Actual Actual Adopted Proposed MAYOR & COUNCIL ADMINISTRATION & FINANCE ECONOMIC DEVELOPMENT ELECTIONS LEGAL ENGINEERING BUILDING & ZONING SUSTAINABLE CITY PLANNING - PLANNING COMMISSION DATA PROCESSING GOVERNMENT BUILDINGS POLICE POLICE RESERVE FIRE EMERGENCY PREPAREDNESS STREE.TS = ~ EQUIPMENT REPAIR & MAINT. SNOW REMOVAL STREET LIGHTING SHADE TREE PARKS RECREATION SR. CITIZEN PROGRAMS CONTINGENCY TOTAL 62,983 69,227 75,500 382,008 431,966 464,450 38,371 35,512 34,800 11,287 7,500 23,300 42,404 52,414 47,500 26,131 33,440 30,000 237,233 257,139 273,200 114,709 129,082 144,200' 3,139 6,211 6,450 19,889 21,724 21,300 95,962 99,551 101,150 1,299,970 1,378,641 1,449,600 16,696 26,570 21,750 301,624 253,318 245,950 10,731 8,383 8,400 438,570 404,153 422,600 78,957 94,898 96,400 60,445 66,962 82,550 890 1,085 '1,500' 5,585 6,188 11,600 104,625 122,663 139,200 118,050 134,068 162,850 31,387 35,494 37,000 7,442 14,555 193,500 3,509,088 3,690,744 4,094,750 83,800 502,050 31,550 19,500 55,000 35,000 314,350 30,200 177,900 6,800 38,050 108,000 1,628,600 24,600 280,550 13,550 464,850 100,100 100,050 1,500 11,600 140,750 171,000 39,300 193,500 4,572,150 MA YOR & COUNCIL PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 1994 1995 ACTUAL ACTUAL $29,531 $35,849 393 503 33,059 32,875 0 0 1996 ADOPTED $36,300 1,600 36,40O 1,200 1997 PROPOSED $36,45O 3,250 38,600 5,500 62,983 69,227 75,500 83,800 .PERSONAL SERVICES Regular Pay Part Time Pay Employee Pensions . EmPloyee Insurance SUPPLIES Office Supplies OTHER SERVICES & CHARGES Other Professional Services Postage Conferences & Schools Printing & Publishing Insurance Dues & Subscriptions Miscellaneous Programs CAPITAL OUTLAY Furniture & Equipment EXPENDITURE ANALYSIS 1,500 30,300 3,550 1,100 $36,450 3,250 3,250 3,800 1,000 1,550 12,500 8,500 7,350 3,900 38,600 5,500 5,500 $83,800 ADMINIS TRA TION/FINANCE PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL PERSONAL SERVICES Regular Pay Overtime Pay Employee Pensions Employee Insurance SUPPLIES AND CHARGES Office Supplies Motor Fuels & Lubricants OTHER SERVICES & CHARGES Audit Other Professional Services Telephone Postage Conferences & Schools Printing & Publishing Insurance Equipment Repair & Maintenance Dues & Subscriptions Miscellaneous CAPITAL OUTLAY Reserve for Equipment Equipment* 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $305,359 $357,400 $397,250 $423,400 5,995 7,135 5,800 7,200 63,250 59,294 61,400 63,450 7,404 8,137 - 8,000 $382,008 $431,966 $464,450 $502,050 EXPENDITURE ANALYSIS $347,150 2,700 37,650 35,900 $423,400 7,000 2OO 7,200 11,000 15,200 4,200 3,000 10,500 3,000 5,500 4,650 2,800 3,600 63,450 8,000 0 8,000 $502,050 *See Equipment Reserve Budget ECONOMIC DEVELOPMENT PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES TOTAL 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED 35,588 $ 30,845 $ 31,700 $ 28,450 29 0 0 0 2,754 4,667 3,100 3,100 38,371 $ 35,512 $ 34,800 $ 31,550 PERSONAL SERVICES Regular Salaries Employee Pensions Employee Insurance SUPPLIES OTHER SERVICES & CHARGES Conferences & Schools Dues & Subscriptions EXPENDITURE ANALYSIS .................................... $ 23,850 ....................................2,550 ....................................2,050 0 28,450 0 ....................................2,700 ....................................400 3,100 $ 31,550 ELECTiONS PERSONAL SERVICES 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $7,503 $0 $10,500 $0 SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 2,185 0 5,000 0 1,599 0 2,300 0 0 7,500 5,500 19,500 $11,287 $7,500 $23,300 $19,500 PERSONAL SERVICES Part Time Pay Employee Pensions Employee Insurance. SUPPLIES Operating Supplies OTHER CHARGES & SERVICES Other Professional Services Postage Printing & Publishing Conferences & Schools CAPITAL OUTLAY Reserve for Future Reserve for Equipment EXPENDITURE ANALYSIS $0 0 O- $0 0 0 0 0 0 0 0 7,000 12,500 19,500 $19,500 LEGAL 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES TOTAL $0 $0 $0 $0 0 0 0 0 42,404 52,414 47,500 55,000 $42,404 $52,414 $47,500 $55,000 EXPENDITURE ANALYSIS PERSONAL SERVICES 0 0 SUPPLIES OTHER SERVICES & CHARGES Other Professional Services 55,000 55,000 $55,000 0 ENGINEERING 1994 1995 1996 1997 --- ACTUAL ACTUAL ADOPTED PERSONAL SERVICES ~ PROPOSED SUPPLIES $0 $0 $0 $0 0 0 0 0 OTHER SERVICES & CHARGES 26,131 33,440 30,000 TOTAL 35,000 ----- _. $26,131 $33,440 $30,000 $35,000 EXPENDITURE ANALYSIS OTHER SERVICES & CHARGES Other Professional Services 35,0O0 35,000 $35,000 BUILDING & ZONING PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $214,887 $233,582 $253,600 $285,850 6,101 6,673 6,250 7,000 15,195 14,627 13,350 16,500 1,050 2,257 0 5,000 $237,233 $257,139 8273,200 8314,350 PERSONAL SERVICES Regular Pay Overtime Pay -Employee Pensions Employee Insurance SUPPLIES Office Supplies Motor Fuels & Lubricants Auto Repair Supplies Uniform Allowance OTHER SERVICES & CHARGES Telephone Postage Conferences & Schools Printing & Publishing Insurance Repair & Maintenance Dues & Subscriptions Miscellaneous cAPITAL OUTLAY Equipment EXPENDITURE ANALYSIS ............................................. 8230,700 ............................................. 1,000 · ............. : .... '..;.; .... ; ....... ;;.~ .....' ' :24,750 ............................................. 29,400 8285;850 3,700 1,800 900 600 7,000 2,500 800 5,650 400 1,750 3,500 900 1,000 16,500 5,000 5,000 8314,350 SUSTAINABLE CITY ENERGY SHOWCASE PERSONAL 5FRVICES 1994 1995 1996 ACTUAL ACTUAL ADOPTED 1997 PROPOSED $25,450 SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 5OO 4,250 0 $0 $0 $0 $30,200 PERSONAL SERVICES Regular Pay Employee Pensions Employee Insurance EXPENDITURE ANALYSIS $22,200 2,4O0 850 $25,450 SUPPLIES Office Supplies 500 500 OTHER SERVICES & CHARGES Telephone Postage Conferences & Schools Printing & Publishing CAPITAL OUTLAY Equipment 500 250 1,500 2,0OO 4,25O 0 0 $30,200 + PLANNING PERSONAL SERVICES 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $97,365 $110,751 $128,800 $159,250 SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 1,975 2,013 1,900 2,000 15,369 16,318 13,500 16,650 0 0 0 0 $114,709 $129,082 $144,200 $177,900 PERSONAL SERVICES Regular Pay Overtime Pay Employee Pensions Employee Insurance SUPPLIES Office Supplies Motor Fuels & Lubricants OTHER SERVICES & CHARGES Other Professional Services Telephone Postage Conferences & Schools Printing & Publishing Insurance Repair & Maintenance Dues & Subscriptions CAPITAL OUTLAY Equipment* See Equipment Reserve Budget EXPENDITURE ANALYSIS $127,100 2,400 13,850 15,900 $159,250 1,900 100 2,000 3,500 2,850 1,000 3,600 3,500 800 800 600 16,650 0 0 $177,900 PLANNING COMMISSION 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES OTHER SERVICES & CHARGES TOTAL $0 $946 $1,050 $1,500 3,139 5,265 5,400 5,300 $3,139 $6,211 $6,450 $6,800 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay Overtime Pay Employee Pensions Employee Insurance $9O0 400 150 : '50' $1,500 OTHER SERVICES & CHARGES Postage Conferences & Schools Insurance Dues & Subscriptions 200 4,500 35O 250 5,300 $6,800 DA TA PROCESSING SUPPLIES 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $4,499 $5,839 $4,500 $5,500- OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 13,890 15,885 16,800 18,550 1,500 0 0 14,000 $19,889 $21,724 $21,300 $38,050 EXPENDITURE ANALYSIS SUPPLIES Operating Supplies OTHER SERVICES & CHARGES Other Professional Services Conferences & Schools Insurance Equipment Repair & Maintenance CAPITAL OUTLAY Reserve for Equipment $5,500 $5,500. ..................................... 3,900 ..................................... 1,000 ..................................... 450 ..................................... 13,200 18,550 14,000 14,000 $38,050 GO VERNMENT BUILDINGS PERSONAL SERVICES 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED SO SO SO SO SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 7,249 6,198 6,000 6,750 51,513 55,547 57,950 60,050 37,200 37,806 37,200 41,200 S95,962 S99,551 S101,150 $108,000 EXPENDITURE ANALYSIS PERSONAL SERVICES SO SO SUPPLIES Operating Supplies 6,750 6,750 OTHER SERVICES & CHARGES Rug Service Cleaning Contracts Equip Repair & Maint Contract Utilities Building Repair & Maintenance Insurance CAPITAL OUTLAY Transfer Out - Building Debt Building 1,450 28,000 6,500 13,OO0 2,100 9,000 60,050 37,200 4,OOO 41,200 S 108,000 POLICE 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL $1,114,222 $1,196,629 81,277,250 81,437,700 61,282 58,365 74,250 88,100 90,556 91,819 91,650 100,300 33,910 31,828 6,450 2,500 81,299,970 $1,378,641 81,449,600 81,628,600 PERSONAL SERVICES Regular Pay Overtime Pay Part Time Pay Employee Pensions Employee Insurance SUPPLIES + Office Supplies Operating Supplies Motor Fuels & Lubricants Auto Repair Supplies Uniform Allowance OTHER SERVICES & CHARGES Animal Control Other Professional Services Telephone Postage Conferences & Schools Printing & Publishing Auto Repair & Maintenance Equipment/Other Repair & Maintenance Insurance Dues & Subscriptions Licenses & Taxes Miscellaneous CAPITAL OUTLAY + Equipment* EXPENDITURE ANALYSIS *See Equipment Certificate and Equipment Reserve Budgets 81,115,200 30,000 9,000 i36,000 147,500 81,437,700 7,000 33,500 28,000 6,000 13,600 88,100 4,000 2,500 12,000 1,800 18,200 1,000 10,600 23,550 22,000 650 1,000 3,000 100,300 2,500 2,500 $1,628,600 POLICE RESERVE PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $8,023 $4,786 $9,050 $7,050 4,796 6,937 8,550 12,900 633 2,525 4,150 4,650 3,244 12,322 0 0 $16,696 $26,570 $21,750 $24,600 PERSONAL SERVICES Part Time Pay Contract Pay Employee Pensions Employee Insurance SUPPLIES Uniform Allowance Operating Supplies OTHER SERVICES & CHARGES Other Professional Services Conferences & Schools Printing & Publishing CAPITAL OUTLAY Equipment EXPENDITURE ANALYSIS $3,600 1,000 350 2,100 $7,050 6,800 6,100 12,900 2,450 2,100 100 4,650 0 0 + . $24,600 FIRE PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 1994 ACTUAL ~130,071 21,539 71,660 78,354 $301,624 1995 ACTUAL 9138,468 22,434 66,840 25,576 $253,318 1996 ADOPTED 9144,150 22,250 38,150 41,400 $245,950 1997 PROPOSED 9167,250 29,200 42,700 41,400 $280,550 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay (90%) Part Time Pay - Inspections Part Time Pay Employee Pensions (90%) Relief Assn Pension Employee Insurance (90%) SUPPLIES Office Supplies Motor Fuels & Lubricants Chemicals Uniform Allowance Operating Supplies OTHER SERVICES & CHARGES Other Professional Services Telephone Postage Conferences & Schools Printing & Publishing Insurance Utilities Building Repair & Maintenance Equipment Repair & Maintenance Cleaning Contract Dues & Subscriptions CAPITAL OUTLAY Building Equipment* *See Equipment Reserve Budget $46,350 10,000 66,750 11,500 17,500 15,150 $167,250 55O 2,000 1,000 4OO 25,250 29,200 3,000 9OO 4OO 8,500 8OO 13,000 7,000 1,500 5,500 550 1,550 42,700 28,400 13,000 41,400 9280,550. EMERGENCY PREPAREDNESS 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL $5,336 $5,645 $5,850 $6,250 2,603 101 150 2,100 1,145 1,137 2,400 5,200 1,647 1,500 0 0 0,731 $8,383 $8,400 $13,550 PERSONAL SERVICES Regular Pay (10%) Employee Pensions (10 %) Employee Insurance (10%) SUPPLIES Operating Supplies -F OTHER SERVICES & CHARGES Conferences & Schools Telephone ' Printing & Publishing Equipment Repair & Maintenance Utilities Insurance Dues & Subscriptions CAPITAL OUTLAY Equipment* *See Equipment Reserve Budget EXPENDITURE ANALYSIS $5,150 600 500 $6,250 2,100 2,100 5OO 750 2OO 2,000 1,5O0 150 100 0 5,200 0 $13,550 STREETS & RELA TED DEPARTMENTS PERSONAL SERVICES 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL $371,178 $381,208 $435,450 $466,950 111,527 139,473 134,100 143,750 191,712 158,564 179,800 196,200 19~350 21r807 14~600 10,450 $693,767 $701,052 $763,950 $817,350 PERSONAL SERVICES EXPENDITURE ANALYSIS Regular Pay Overtime Pay 'Part Time Pay Employee Pensions Employee Insurance SUPPLIES ..................................... $319,700. ..................................... 27,200 ..................................... 16,850 ..................................... 38,100 ..................................... 65,100 $466,950 Operating Supplies Motor Fuels & Lubricants Small Tools ~- Repair & Maintenance Supplies Street Signs Street Maintenance Supplies OTHER SERVICES & CHARGES ..................................... 49,850 ..................................... 20,500 ..................................... 1,200 ..................................... 19,200 ..................................... 8,000 ..................................... 45,000 143,750 Cleaning Contract Snow Removal Contract Telephone Postage Conferences & Schools Printing & Publishing Seal Coat Street Overlays Street Painting .. Building Rent Equipment Rent Other Rent Uniform Allowance Utilities Insurance Dues & Subscriptions Licenses & Taxes + CAPITAL OUTLAY ..................................... 1,000 ..................................... 17,000 ..................................... 4,000 ..................................... 100 ..................................... 3,900 ..................................... 500 ..................................... 40,000 ..................................... 21,500 ..................................... 5,000 ..................................... 37,100 ..................................... 6,700 ..................................... 10,000 ..................................... 7,000 ..................................... 13,500 ..................................... 27,850 ..................................... 300 196,200 Reserve for Future Equipment* ..................................... 3,000 ..................................... 7,450 10,450 $817,350 *See Equipment Certificate & Equipment Reserve Budgets ~' Note: Summary includes Streets, Equipment Repair, Snow Removal, Shade Tree & Parks $TREET$ PERSONAL SERVICES 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $226,122 $218,083 $215,000 $238,500 SUPPLIES OTHER SERVICES & C,[-IARGES CAPITAL OUTLAY TOTAL 50,387 56,676 64,400 69,500 151,696 125,321 143,200 149,400 10,365 4,073 0 7,450 $438,570 $404,153 $422,600 $464,850 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Pay (53%) Overtime Pay Part Time Pay Employee Pensions (53%) Employee Insurance (53%) SUPPLIES Operating Supplies Motor Fuels & Lubricants Street Signs Street Maintenance Supplies OTHER SERVICES & CHARGES Cleaning Contract Telephone Postage Conferences & Schools Printing & Publishing Seal Coat Street Overlays Street Painting Building Rent Equipment Rent Uniform Allowance Utilities Insurance Dues & Subscriptions Licenses & Taxes CAPITAL OUTLAY Equipment* *See Equipment CertifiCate and Equipment Reserve Budgets $168,800 6,000 · · 8,450 20,400 34,850 $238,500 12,500 18,000 8,000 31,000 69,500 1,000 1,700 100 3,000 400 40,000 21,500 5,000 37,100 2,500 7,000 5,300 23,750 300 750 149,400 7,450 7,450 $464,850 EQUIPMENT REPAIR & MAINTENANCE 'PERSONAL SERVICES 1994 1995 1996 ACTUAL ACTUAL ADOPTED /;38,855 /;51,588 /;63,100 1997 PROPOSED $64,700 SUPPLIES OTHER SERVICES & CHARGES TOTAL 30,459 39,459 27,200 9,643 3,851 6,100 $78,957 $94,898 $96,400 29,200 6,200 $100,100 PERSONAL SERVICES Regular Pay (15%) Overtime Pay Employee Pensions (15%) Employee Insurance (15%) SUPPLIES Operating Supplies Small Tools Repair & Maintenance Supplies OTHER SERVICES & CHARGES Equipment Repair & Maintenance Equipment Rent EXPENDITURE ANALYSIS $47,750 1,35O 5,750 9,850 $64,.700 12,000 1,200 16,000 29,200 6,000 200 6,200 $100,100 t- SNOW REMO VA L PERSONAL SERVICES 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $47,844 $43,525 $62,450 $70,750 11,106 20,002 16,000 17,200 1,495 3,435 4,100 12,100 $60,445 $66,962 $82,550 $100,050 SUPPLIES OTHER SERVICES & CHARGES TOTAL PERSONAL SERVICES Regular Pay (10%) + Overtime Pay Part Time Pay Employee Pensions (10%) Employe~ Insurance (10%) · SUPPLIES Street Maintenance Supplies Repair & Maintenance Supplies OTHER SERVICES & CHARGES Snow Removal Contract Insurance EXPENDITURE ANALYSIS ..................................... $36,250 ..................................... 19,850 ..................................... 4,200 ..... ~'. .................................. 3,850 .... ................ '. ................... 6,600 $70,750 14,000 3,200 17,200 11,000 1,100 12,100 $100,050 STREET LIGNTING '~ERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES TOTAL 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $0 $0 $0 $0~ 0 0 0 0 890 1,085 1,500 1,500 $890 $1,085 $1,500 $1,500 OTHER SERVICES & CHARGES Utilities EXPENDITURE ANALYSIS $1,500 $1,500 $1,500 SHADE TREE 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES TOTAL 8375 ~4,E;99 64,100 64,250 3,603 1,099 5,500 5,350 1,607 390 2,000 2,000 $5,585 $6,188 $11,600 $11,600 PERSONAL SERVICES Regular Pay (1%) Employee Pensions (1%) Employee Insurance (1%) SUPPLIES Operating Supplies OTHER SERVICES & CHARGES Equipment Rent EXPENDITURE ANALYSIS $3,200 4OO 650 $4,250 5,350 5,350 2,000 2,000 $11,600 PARKS 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL $57,982 $63,313 $90,800 $88,750 15,972 22,237 21,000 22,500 27,271 25,567 24,400 26,500 3,400 11,546 3,000 3,000 $104,625 $122,663 $139,200 $140,750 PERSONAL SERVICES Regular Pay (20%) Part Time Pay Employee Pensions (20%) .... Employee Insurance (20%) 1- SUPPLIES Operating Supplies Motor Fuels & Lubricants OTHER SERVICES & CHARGES Telephone Conferences & Schools Printing & Publishing Insurance Utilities Equipment Rent Other Rent CAPITAL OUTLAY Reserve for Future Equipment* *See Equipment Reserve Budget EXPENDITURE ANALYSIS $63,700 4,200 7,700 13,150 86,75o'' 20,000 2,500 22,500 2,300 9OO 100 3,000 8,200 2,000 10,000 26,500 3,000 0 3,000 $140,750 RECREATION 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES+ SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL $38,218 $38,043 $15,200 $13,500 7,540 19,915 14,200 10,200 62,592 66,110 123,450 137,300 9,700 10,000 10,000 10,000 $118,050 $134,068 $162,850 $171,000 PERSONAL SERVICES Part Time Pay Employee Pensions Employee. Insurance SUPPLIES Field Maintenance & Supplies Softball Field Supplies Ice Rink OTHER SERVICES & CHARGES Community Rec Progra~ns Community Rec Admin. Fees Youth Initiatives Other Cultural Activities Telephone Utilities Other Rent Conferences & Schools CAPITAL OUTLAY Equipment* Ice Arena *See Equipment Reserve Budget EXPENDITURE ANALYSIS .................... : ................ $12,500 .................. ' ................... 800 ................................... :.. 200 ..................................... 3,500 ..................................... 6,500 ..................................... 200 ..................................... 52,250 ..................................... 49,700 ..................................... 20,000 ..................................... 7,000 ..................................... 1,000 ..................................... 1,300 ..................................... 5,550 ..................................... 500 ..................................... 10,000 $13,500 10,200 137,300 10,000 $171,000 SR. CITIZEN PROGRAMS ?ER$0NAL SERVICES 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $27,574 $30,730 831,g~0 ~33,700 SUPPLIES OTHER SERVICES & CHARGES TOTAL 299 943 400 400 3,514 3,821 4,650 5,200 $31,387 $35,494 $37,000 $39,300 PERSONAL SERVICES Regular Pay Employee Pensions Employee Insurance SUPPLIES Operating Supplies OTHER SERVICES & CHARGES Programming Telephone Postage Conferences & Schools Printing & Publishing Dues & Subscriptions EXPENDITURE ANALYSIS ..................................... $27,250 ..................................... 2,950 ..................................... 3,500 $33,700 40O 40O 2,400 50 100 2,400 20O 50 5,200 $39,300 CONTINGENCY 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES SUPPLIES -OTHER SERVICES & CHARGES TOTAL + $0 $0 $0 $0 0 0 0 0 7,442 14,555 193,500 193,500 $7,442 $14,555 $193,500 $193,500 EXPENDITURE ANALYSIS OTHER SERVICES & CHARGES Miscellaneous ..................................... ;¢193,500 $193,500 $ 193,500 .Department Item 1997 CAPITAL OUTLAY General Fund Fundin~l Source Equipment Equipment Department Certificate Reserve Total Mayor & Council Elections Administration Building & Zoning Planning Data Processing Government Bldg. Police Fire Emergency Prep. Streets Parks Recreation Council Chambers Computer Presentation Package Reserve for Optical Scanner Reserve for Copy Machine Car Microfiche Reader, Pdnter & Cabinet Computer Copy Machine Engineering Copier Reserve for Hardware and Software Building Debt Window Film/Coverings Fax Files 3 Squads & 1 Investigator Car Squad Setups Stdpe & Stripping Squads 2 Mobile Digital Computers 1 Mobile Radio 2 Portable Radios Van Payment Deck Guns Reserve for Pumper Building Debt 2 Sirens, Poles & Setup Sign Maker Overhead Hoist Dump Box, Hydraulics, Plow & Wing Dump Box, Hydraulics, Plow & Wing Turf Sprayer Leaf Blower Reserve for Future Ice Arena Reserve Oak Knoll Bleachers $ 5,500 12,500 8,000 2,500 2,5OO 14,000 37,200 4,000 1,000 1,500 13,000 28,400 3,750 3,700 3,000 10,000 $150,550 79,000 5,500 2,000 2,000 2,500 20,000 $111,000 12,500 4,000 4,400 20,000 4,000 24,000 26,800 18,000 2,700 3,700 3,400 $123,500 $ 5,500 12,500 24,500 5,000 4,4O0 14,000 41,200 113,500 69,400 26,800 45,450 9,400 13,400 $385,O5O 8/21/96 10:09 PM Special City Council Meeting September 9, 1996 Page 5 9.1. 9.3. 9,4. 9.5. Consider City Council Participation in Elk River Homecominq Parade All the Councilmembers expressed their intent to participate in the 1996 Elk River Homecoming Parade. Westwood Area Sewer Availability COUNCILMEMBER DIETZ MOVED TO AUTHORIZE STAFF TO MAIL CERTIFIED LEYrERS TO PROPERTY OWNERS IN THE WESTWOOD SUBDIVISION WHO HAVE NOT HOOKED UP TO CITY SEWER, THAT THEY MUST BE HOOKED UP OR HAVE PAID THE $1,300 SEWER AVAILABILITY CHARGES BY OCTOBER 1, 1996. THOSE PROPERTY OWNERS WHO HAVE NOT MADE ARRANGEMENTS WITH THE CITY TO HOOKUP OR PAY THE FEE BY OCTOBER 1, 1996, WILL BE NOTIFIED THE PAYMENT IS OVERDUE AND WILL BE CERTIFIED TO SHERBURNE COUNTY. THE ENTIRE AMOUNT OF $1,300 WILL BE ASSESSED ON THE PROPERTY OWNER'S NEXT YEAR'S TAX STATEMENT. COUNClLMEMBER FARBER SECONDED THE MOTION. THE MOTION CARRIED 5-0. The City Attorney will present the Council with some minor ordinance amendments which will clarify this process. Nuisance Issues It was the consensus of the Councilmembers that Peter Beck draft an ordinance amendment for their review which addresses nuisances such as lawns not being mowed and snow removal issues which would allow the city the authority to declare the nuisance, issue a citation, go in and do the necessary work, and then assess the property owner for the costs. Main Street Dam Brid,qe Peter Beck indicated that in researching the issue of whether or not a fence should be placed above the concrete wall on the south side of fhe Orono Dam Bridge, it is his opinion the city would not have any more or less liability if a fence was installed or not. He felt this issue would be a discretionary decision of the City Council. COUNCILMEMBER HOLMGREN MOVED TO AUTHORIZE STAFF TO RESEARCH THE COST OF PLACING SOME TYPE OF COLORED FENCING, APPROXIMATELY 3 - 4 FEET IN HEIGHT, ABOVE THE EXISTING CONCRETE BARRIER ON THE SOUTH SIDE OF THE ORONO DAM BRIDGE, TO ADDRESS SAFETY CONCERNS. COUNClLMEMBER FARBER SECONDED THE MOTION. THE MOTION CARRIED 3-2. MAYOR DUlTSMAN AND COUNClLMEMBER DIET'Z OPPOSED. Continue Discussion on 1997 Budaet The City Administrator and Assistant City Administrator discussed the budget issues that need to be reviewed by the City Council in order for the proposed maximum levy and budget is to be approved prior to the September 16, 1996, deadline. The September 4, 1996, memo from the City Administrator to the City Council regarding the 1997 budget Was reviewed. The Council reviewed the personnel issues associated with the 1997 budget and the amount of funds available for Special City Council Meeting September 9, 1996 Page 6 wage adjustments and new employees. The list of options for budget adjustments in order to eliminate the current $75,400 gap was reviewed. Debate took place regarding the need to adjust the budget by up to another $87,700 in order to achieve a city tax rate increase of less than 3 percent. The Council indicated a consensus that the city should set the tax levy at the amount proposed on 8/26/96 with the understanding that it could be reduced in December if a smaller tax rate increase is deemed appropriate. The Mayor reviewed his concerns regarding economic development and the need to establish a city development fund to help in the industrial economic development area. The Council requested another budget worksession to be set up for November 24, 1996, prior to the Truth in Taxation public hearings on the budget. It is anticipated that the $75,400 in budget adjustments would be made at that time and discussion would take place regarding any potential city tax rate change. The 1997 HRA tax levy resolution, the 1997 EDA tax levy resolution, and the debt service levy adjustments were distributed to the City Council. COUNCILMEMBER FARBER MOVED TO CALL A CITY TRUTH IN TAXATION PUBLIC HEARING FOR REVIEW OF THE PROPOSED 1997 TAX LEVY AND BUDGET FOR -DECEMBER 2, 1996, WITH A CONTINUATION DATE OF DECEMSER 16, 1996. COUNClLMEMBER HOLMGREN SECONDED THE MOTION. THE MOTION CARRIED 5-0. COUNCILMEMBER HOLMGREN MOVED:TO~/~DOPT RESOLUTION ~6,80; A~RESOLUTION-.~ '~ APPROVING THE 1997TAX:LEVY FOR ECONOMiC-DEVELOPMENT ?URPOSES'FOR TEtE . . ELK. RIVER ECONOMIC-DEVELOPMENT AUTHORITY~ COUNCILMEMr~ER SCHEEL 7': SECONDED THE MOTION. TttE MOTION CARRIED 5:0.. COUNClLMEMBER HOLMGREN MOVED TO ADOPT RESOLUTION 96-79, A RESOLUTION APPROVING THE HOUSING AND REDEVELOPMENT AUTHORITY 1997 TAX LEVY. COUNCILMEMBER FARBER SECONDED THE MOTION. THE MOTION CARRIED 5~0. COUNCILMEMBER FARBER MOVED TO ADJUST THE DEBT LEVIES AS RECOMMENDED BY ASSISTANT CITY ADMINISTF, ATOR LORI JOHNSON. COUNCILMEMBER DIETZ SECONDED THE MOTION. THE MOTION CARRIED 5-0. COUNClLMEMBER HOLMGREN MOVED TO ADOPT RESOLUTION 96-81, A RESOLUTION AUTHORIZING THE PROPOSED MAXIMUM TAX LEVY FOR CALENDAR YEAR 1997. COUNCILMEMBER SCHEEL SECONDED THE MOTION. THE MOTION CARRIEr) 5-0. The City Administrator reviewed some of the capital improvement program activities that have been moving forward in 1996. The administrator reviewed the need for the city to identify its source of funds for the contribution to the ice arena project, the need to identify the source of funds for lhe city's contribution to the construction of the youth recreation fields on the Cass property, and the finances of the liquor store as it relates to the pending needs for amew Northbound store and a Westbound site. After discussion on these issues, the Council requested that these items be brought back for further review on November 24, 1996. The administrator noted that he would also be planning to discuss'the city fee schedule at that meeting as directed by the City Council last year. Finally, the administrator noted that it may be appropriate to discuss the surface water management program prior to this November 24 meeting in order 'ity of iver MEMORANDUM ITEH 8. TO: FROM: DATE: SUBJECT: Mayor and City Council Pat Klaers, City Admin~tr~tor September 4, 1996 1997 Budget The next City Council worksessions on the 1997 budget are scheduled for September 9 and 11. At the end of the first worksession on August 26, 1996, all of the general fund revenues and expenditures were presented and reviewed. As discussed on 8/26/96, the current "budget gap" is $75,400. This budget gap amount of $75,400 assumed that the city will increase its property tax revenue in the 1997 general fund by $337,400. This is the same amount that the general fund tax revenue increased last year and required an approximately 15 percent growth in the city's net tax capacity (NTC) in order for there to be no change in the city's tax rate. On Friday, August 30, 1996, city staff was advised by county officials that the city NTC is estimated to increase by 12.09 percent. This means that a city tax rate increase will be necessary in order for the city to obtain the amount of general fund tax revenues that was discussed at the budget worksession. To generate this amount of tax revenue would require a 3 percent increase in the city tax rate. The city tax rate would go from 24.033 percent to 24.765 percent. In spite of the city having a low total tax rate when compared to similar communities, any type of tax rate increase must be looked at carefully. If the city is to experience no city tax rate change for 1997, an additional $87,700 will have to be cut from the tax revenues and proposed expenditures. While tax revenues received a fair amount of discussion at the 8/26/96 worksession, the other important element of the 1997 budget, personnel additions, did not receive much discussion. Personnel additions and wage increases are in the City Council contingency fund. The city tends to make the funding of personnel from the contingency fund "work out" because new employees are usually hired throughout the year and not all at the beginning of the year. The 1996 adopted and 1997 proposed Council contingency funds are both $193,500. 13065 Orono Parkway · P.O. Box 490 · Elk River, MN 55330 · (612) 441-7420 · Fax: (612) 441-7425 Mayor and City Council Budget Memo August 29, 1996 2 The proposed personnel for 1997 that needs to be discussed by the City Council includes the following: · Mechanic - $38,000 · Seasonal PT Park Ranger - $2,500 · Seasonal PT Park Maintenance - $4,500 · Additional PT Fire Inspection Hours - $5,000 · Changing Police Office Service Worker (OSW) from PT to FT - $12,000 · Police Services- $56,500 · PT Administrative OSW - $10,000 These positions, and two other full time positions, are noted in my 8/26/96 budget memo to the Council. As the Council knows, just because new personnel are funded through the contingency fund and these positions are being considered, all new positions need further review and approval by the Council at a future date. Nonetheless, if the aforementioned positions are approved by the City Council, this equals $128,500 in annual (1997) expenses. Combined with the contingency expense of wage increases for the non-union general fund employees, which is estimated at $46,000, the Council is left with a very small amount of money for true contingency expenditures. However, the Council can obtain more flexibility in contingency expenses if, for example, the mechanic is hired during the summer and the change in status of the Police OSW does not take place until the summer. Even with using this delayed hiring approach to provide more flexibility for the City Council, it would be very desirable ff the Council contingency fund could be increased in the 1997 budget. We currently have a budget gap of $75,400 between the proposed expenditures and the available revenues. This is based on a NTC growth of approximately 12 percent and a 3 percent increase in the city tax rate. The following hst of possible budget adjustments is offered for your review. This list is fairly short because staff already made a number of adjustments in the revenues and expenditures in order to achieve the $75,400 gap that we are now evaluating. · Add $25,000 in revenues for school liaison services and requests continued school participation in this program for the third officer which serves as the secondary DARE officer. · Add $5,000 in street reserve transfers. · Add $5,000 in liquor store transfers. · Cut $11,500 from the Planning budget by delaying the hiring of the Planning intern that is scheduled for 1996; but which has not been approved by the Council. The entire 1997 salary for this position is in the Planning budget and we could save $11.500 in this budget by delaying the hiring of this employee until June, 1997. · Cut $2,300 from the City Council budget by changing the City Newsletter from 6 times a year to 4 times a year. Mayor and City Council Budget Memo August 29, 1996 3 · Cut $5,500 from the City Council budget by deleting the purchase of the City Council Chambers computer software and presentation package...or move this expense to the equipment reserve or certificate budget. · Cut 0-$8,000 from the Administration budget by putting less funds into the reserves for the copy machine that is anticipated to be needed in 1998. · Cut 0-$4,000 from the Government Buildings budget by moving the window coverings expense to either equipment reserves or certificates. · Cut 0-$2,000 from the street painting (striping) program. · Cut 0-$2,000 from the snow plowing contract. Cut 0-$3,000 from the youth initiative proposal. · Cut 0-$2,000 by reducing the Ice Arena Reserve allocation. · Cut 0-$1,000 from the Recreation budget in the Cultural Activities hne item (the proposed budget included the contribution for the Community Theater increasing from $1,000 to $2,000). · Direct staffto identify $15,000 in smaller miscellaneous cuts and revenue additions throughout the general fund budgets. If the City Council desires that the budget be further reduced by up to $87,700 in order for the city tax rate change to be somewhere between 0 and 3 percent, then more dramatic budget adjustment steps will need to be taken. One possibility would be to not hire the mechanic and other positions and to reduce the City Council Contingency fund. Another possibility is to move even more of the general fund capital outlay items to the equipment reserves or the three (or five) year equipment certificate payment plan. Additionally, the Council could look at keeping the surface water management (SWM) levy at the same level as last year and moving the proposed additional tax revenues into the general fund budget. However, more SWM projects are anticipated in the next few years for helping to improve parts of the county ditch system that the city would take over (especially ditch 28) and to help address pending surface water needs for development on the east side of Highway 169. The main purpose of these September worksessions is to close the budget gap and to discuss the tax revenue issue. It should be noted that what the City Council needs to certify to the County by September 16, 1996, is the proposed maximum levy and that this amount can be decreased, but can not be increased, in December when we have our pubhc hearing on the 1997 budget and levy. At the September budget worksession, the City Council should consider: A motion approving the EDA tax levy resolution A motion approving the HRA tax levy resolution A motion to adjust the debt levies per the recommendation of the Assistant City Administrator (Lori will have a handout and make a presentation on these adjustments at the worksession) Mayor and City Council Budget Memo August 29, 1996 4 · A motion approving the general city tax levy resolution (this resolution also approves the proposed maximum budget) · A motion calhng for the city truth in taxation pubhc hearing on the tax levy and budget for December 2, 1996, with a continuation date of December 9, 1996. During the budget process, the council always reviews a number of non-general fund budgets and programs. The revenues for a number of these budgets are incorporated into the tax levy resolution. The revenues for the library budget, special assessments, equipment certificates and the surface water management (SWM) program are part of the tax levy resolution. The library budget and special assessment budget were distributed at the last worksession. The equipment certificate amount is identified in the capital outlay page that was distributed with the 8/26/96 budget memo. The SWM levy is established at 2.25% of the NTC. The currently proposed levy amount that is in the levy resolution is consistent with this past City Council direction. The city will need to discuss status of the SWM program, but this can be done at a future meeting. The other non-general fund programs include the EDA and HRA budgets (distributed on 8/26/96), the equipment reserve budget (also outlined on the capital outlay page), the landfill budget and the ice arena budget. The ice arena information was distributed at the 8/26/96 meeting and this information came directly from the adjusted Marquette study as previously accepted by the City Council. The landfill budget is very straight forward, contains about 13% of the Building/Zoning Administrator's time and is decreasing for 1997. The equipment reserve, landfill and ice arena programs do not have any impact on the city tax levy. At the end of the budget review, and as time allows, I would like to review with the City Council the status of some additional capital improvement program items that have been moving forward this summer. Many of these items were discussed in my 8/5/96 memo that was previously distributed. My current concerns include the funding of the recreation fields project and the city contribution to the ice arena project. Attachments: · Source of Funds (note the LGA decrease for TIF loss and the corresponding transfer in for municipal services) · Appropriations Summary (same document as reviewed on 8/26/96) · Capital Outlay Page (same document as reviewed on 8/26/96) · 1997 Tax Levy Resolution (same general fund amount as discussed on 8/26/96) · Sanitary Landfill Project s:\council\budmm829.doc RESOLUTION 96 - A RESOLUTION FOR THE CITY OF ELK RIVER a RESOLUTION AUTHORIZING THE FINAL TAX LEVY FOR CALENDAR YEAR 1997 WHEREAS, the Elk River City Council has review the City's anticipated expenditures for all funds in 1997; and, WHEREAS, The Elk River City Council has considered projected revenues for all funds in 1997; 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 general Fund Budget in the amount of $ is hereby adopted. BE IT FURTHER RESOLVED by the City Council of the City of Elk River that the following amounts are to be levied as property taxes payable in 1997 HACA Gross Levy Reduction General Fund $ 2,965,300 Library 54,950 Dam Loan 32,572 Surface Water Management 169,100 Development Fund 125,000 City Special Assessments 33,577 1989 Fire Equipment 68,586 1993 Certificate of Indebtedness 13,000 1994 Certificate of Indebtedness 24,393 1995 Certificate of Indebtedness 26,327 1996 Certificate of Indebtedness 26,250 1997 Certificate of Indebtedness 31,000 $ 499,396 9,254 5,486 28,479 21,052 5,655 11,551 2,189 4,108 4,434 4,421 5,221 Net Levy $ 2,465,904 45,696 27,086 140 621 103 948 27 922 57 035 10811 20 285 21 893 21 829 25 779 TOTAL $3,570,055 $ 601,246 $2,968,809 Passed and adopted by the City Council of the City of Elk River this day of December, 1996. ATTEST: Henry A. Duitsman, Mayor Sandra A. Thackeray, City Clerk RESOLUTION 96- A RESOLUTION FOR THE CITY OF ELK RIVER A RESOLUTION AUTHORIZING THE PROPOSED MAXIMUM TAX LEVY FOR CALENDAR YEAR 1997 WHEREAS, the Elk River City Council has review the City's anticipated expenditures for all funds in 1997; and, WHEREAS, The Elk' River City Council has considered projected revenues for all funds in 1997; and, WHEREAS, revenues from sources other than property taxes are not sufficient to meet anticipated expenditures of all funds. NOW, THEREFO.~E, BE IT RESOLVED by the City Council of the Cit, y of Elk River that the proposed General fund Budget in the amount of is hereby adopted. BE IT FURTHER 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 1997. General Fund Library Dam Loan SWM/Development Fund City Special Assessments 1989 Fire Equipment 1993 Certificate of Indebtedness 1994 Certificate of Indebtedness 1995 Certificate of Indebtedness 1996 Certificate of Indebtedness 1997 Certificate of Indebtedness HACA Gross Levy Reduction Net Levy $ 2,965,300 $ 499,397 $2,465 903 54,950 9,254 45 896 32,572 5,486 27 086 294,100 49,530 244 570 33,577 5,655 27 922 68,586 11,551 57 035 13,000 2,189 10 811 24,393 4,108 20 285 26,327 4,434 21 893 26,250 4,421 21 829 31,000 5,221 25 779 TOTAL $ 3,570,055 $ 601,246 $2,968,809 Passed and adopted by the City Council of the City of Elk River this ¢ ~ ' day of September, 1996. ATTEST: Henry A. Duitsman, Mayor Sandra A. Thackeray, City Clerk City 1995 Population 7 County Metro Andover Anoka Chanhassen Chaska Hastings Lino Lakes Mendota Heights Moundsview N. St. Paul Prior Lake Ramsey Rosemount Savage Shakopee Stillwater Vadnais Heights White Bear Lake Twp. 20.497 17.533 15,231 14.000 16.392 13 097 10 757 12 561 12,813 13,129 15,805 11,721 14,444 13,752 15,649 12,342 10,529 eCities Experiencing Modest/Rapid Growth Non Metro Fairmount Fairbault Fergas Falls Hutchinson Marsh~l] New Vim N. Mankato Northfield Willmar Worthington 11.340 18727 12,874 12 505 12 331 13 628 11 340 15,667 18,688 10,260 Average Total Tax Rate for 1996 116.97 123.99 151.31 138.73 125.20 128.43 111.38 136.95 130.29 144.53 115.31 126.02 148.97 140.08 133.92 127.42 125.17 117.41 134.43 120.92 142.80 118.43 125.44 125.72 112.33 131.88 122.29 Becker 1,453 75.01 Big Lake 3,800 113.53 Otsego 6,116 122.22 Rogers 1,264 118.12 Zimmerman 1,865 104.10 ELK RIVER 13,286 Source: September 1996 League of MN Cities Magazine s:kadmin \citypop.doc 103.50 t The 1996 property tax burden Property taxes for average homeowners in the Twin Cities rose by an average $148, or 7.5 percent, in 1996. For nonmetro commumties, property taxes rose by an average $61, or 65 percent, according to the Citizens League and Min- nesota Taxpayers Association study, Taxes on a $105,000 home 1996 tax, Rank* Perce~t (In ~lors) · change in Anoka County Andovor .,.. ' 'Sl,653'i.i 86 32% 67 3.7% · 79 . 62% 101 5.6% 64 -1,5% 82 -13-3% 103 -12,3% 84 3.5% 72 55% 51 5.1% 96 5,8% 55 -2*4% 104 -162% 34 0.4% 85 61 68% ; 37. 45% Anoka 1,756 Bb~ne 1,699 Burns Twp. 1,551 Circle mnes 1,773 Columbia Htm 1,670 Columbu~ Twp. ', 1,4~ C~ R~ 1,662 ~ .' ~ 1,728 F~ey · 1~28 ~ ~e - 1~91 ~o ~ 1~10 ~ T~." ~ 1,467 O~ ~ove 1,916 R~ *:' :' ·1,662 ~rlng~e P~ 1,784 ~er ~un~ ~a 1,914 W~ 2~83 10 36 9 2 Watertovm ;...'. 1.961. : 21 Dakota County Burnside Farmlngton Invor ~'ow Nts~ Mendota Ht~ Rosmm~mt Sou~ St. Paul West St. Paul Hennepln County Brooklyn Center Brooklyn Park · ' C~arnplin Dayto~ Ed~a Gotde~ Yalley Independence Maple Grove Medina Mbmeapo~ Mlnnetonka Mkme~lsta Mound New Hope .... Orono -01% -02% -31% -5*1% 1,777 63 *42% 1,718 74 . 5.7% 1.915 35 -1.2% 1,728 71 "-3~8% 1.709 77 -7J3% 1.593 95 -75.% 1.578 98 -22% 1,935 28 72% 1.621 92 -15*1% 1.633 91 -15% 73 -22% 20 ~o_'~, 4 ". 6~o% 57 1.4% 66 "-1.4% 1.719 1,964 2.113 1,799 1,766 1875 1.904 1853 1.936 1`826 2I)05 1,975 1.999 1,852 2,027 1.649 2,039 1.941 1~44 1`889 1`832 1.702 Plymouth 1`836 RIcMiekl '*?' .*'*T'*i 1955 ~*': 23 RobblnsdaJe 1`852 45 st. Antimony 2D58 St. LoubPark .:,:-: 1,934 Wayzata 1,952 Ramsay County Azden*Hlas 1,784 Falcoa Haig]its 1.935 I. auderdab '. ~: 2~79 Rank' Parce~t change in ta~ '95-96 13 O.4% 3O -7.4% 39 -3~% . 59 -2.4% 90 -3.3% 52 -7,3% 22 0.1% 56 -2.4% 5 0.7% 68 -7.4% 65 -9.5% 70 -7.4% 1~6 tax, (tn doaars) Little Clmada 2*032 Ma~ 1.933 Mounds View New Brighton 1,785 Nod~ O~ks 1,648 Nort~ St. Paul 1~26 Rosevale 1,955 Shorev~ew 1,608 St. Paul 25.13 Vadna~ Helg/ff~ 1,751 W'nEe Bear Lake 1,770 Wt~te Bear TWP, 1,729 Scott County ' Belle Prairie 1,973 Credit River Twp. 1,663 Joedau 2~19 New MarketTwp. 1~19 New Prague 2280 Prk~ La~e 2,09 Savage 2,111 S~mkopee 1,929 Spring Lake TWP. 1,683 Washington County Aftoa ** ' 1,559 Bayport 1,923 Cott~e ~oye Forest I.~ ~ 1.559 F(west Lake Twp. 1.390 Grant Twp. 1,651 Hugo 1.651 Lake Elrno 1,738 Matm~ned 1883 May Twp. 1.600 New Scamla Twp. 1.561 Newport 1~86 Oak Park Ht~ 1.713 Oakdale 1.789 St. Paul Park 1.602 Stl]lwatar 1`848 .W, Lake~md TWP. 1'4~4 woo~ury 1.673 Nonmetro cities 1996 (In Albert Lea $1'736 AJexa~drla 1.749 Aus~ 1.729 Bendd.Ii 2.009 Brained 1,613 Buffak) 1.608 Delano 1.468 Du~th 1.974 ~ Rlve~ 1,483 Fergus Falls 1.670 Grand Rapk~s 1:590 Hlbblng 1.973 Hutcl~mon 1.973 International Falls 1.643 Mar~ato 1,674 Marshafl 1,634 Mm'ltlcdlo :1,566 Mom'head 1,873 ~ 1,862 Northfleld 1.663 Red ~ 1,501 Rochester 1.760 st. Ctoud 1,727 Waseca 1~93 W111mar 1~85 Wlnona 1,694 Wor'd'~gto~ 1.688 19 -122% 83 -6.9% 15 -115% 54 -10.2% I ' -0.1% 2 7 -7.5% ' 6 '-82% 31. -8,5% 80 -7.4% 99 32 -35*% 75 ' -7.4% 100 -5~% · 105 -101)% 88 -42% 87 -8.4% 69 -0.6% 42 -~2% 94 -7.1% 97 -7.5% 41 76 °22% 58 -5.8% 93 -7.8% 47 1-3% 102 01% 81 .88% 43 -1'5% Rank* Percent 38 4 ~F~-, change In 44 -1.1% tax, '95-96 26--- 2.4% 72 53 3.8% · 68 -6.0% 16 -O2% 73 .8`8% 18 -19% 22 17 -12% lO0 46 .48% 101 -2.4% 14 6,3% 121 89 -317Y~ 28 .0-3% 25 0.4% 86 .4.9% 4~ 2-9% 104 40 2.5% 29 -0.7% 50 -12% 30 -3.6% 78 -3-3% 93 -1.6% 3 . .:4.7% 84 -1.0% 49 11.5% 95 1.9% 0.7% 107 -1.3% 51 *21)% 33 -0-°% 55 -0.6% 11 9.9% 88 -1JD% 24 115*% 66 -1.5% 74 -1.2% 47 -6.5% 60 -2.4% 48 0.1% 27 0.1% 78 -1.7% 8 02% 80 2.6% Rank is hjgh (1) to Iow (105~Jjo metro area, and high (l~to Iow (129) in nonm.._.._.etro areas. S6~ce: Citizen's League and M~ innesota TaxDa~rs~ociation Friday, October 18, 1996 Copyright 1996 Star Tribune Volume XV/Number 197 ECONOMIC DEVELOPMENT AUTHORITY 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES TRANSFERS OUT TOTAL 33,659 $ 40,144 $ 42,850 $ 46,600 819 1,159 800 800 105,371 39,961 45,350 45,350 1,000 1,000 1,000 1,000 140,849 $ 82,264 $ 90,000 $ 93,750 EXPENDITURE ANALYSIS PERSONAL SERVICES Regular Salaries Part Time Salaries Over Time Employee Pensions (50%) Employee Insurance (50%) SUPPLIES Office Supplies OTHER SERVICES & CHARGES Economic Development Consultant Legal Advertising Marketing Printing/Newsletter Postage Telephone .................................... Miscellaneous(Chamber of Commerce) .................................... Development Activities .................................... Insurance .................................... TRANSFERS OUT General Fund 25,500 12,600 4OO 4,O00 4,100 46,600 800 800 1,000 1,000 17,000 2,000 6,000 4,500 800 6,000 6,55O 500 45,350 1,000 1,000 93,750 RESOLUTION 96 - A RESOLUTION FOR THE CITY OF ELK RIVER A RESOLUTION APPROVING THE 1997 TAX LEVY FOR ECONOMIC DEVELOPMENT PURPOSES FOR THE ELK R1-VER ECONOMIC D EVE LO P ME NT AUTH O RITY WHEREAS, the City Council of the City of Elk River has received a request from the Economic Development Authority to levy a tax for the benefit of the Authority in the amount of .01813% of taxable market value of taxable property in the City for the year of 1997; and, NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Elk River as follows: The City Council of the City of Elk River proposes that a tax in the amount of .01813% of the taxable market value in the City less Homestead and Agricultural Credit Aids of $12,065.00 be levied in the year 1997 for the benefit of the City of Elk River Economic Development Authority to be used for Economic Development Authority purposes as provided under Minnesota Statute 469.090 et.seq. Passed and adopted by the City Council of the City of Elk River, Minnesota this day of ,1996. Henry A. Duitsman, Mayor ATTEST: Sandra A. Thackeray, City Clerk HOUSING & REDEVELOPMENT AUTHORITY 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED OTHER SERVICES & CHARGES CAPITAL OUTLAY TRANSFERS OUT TOTAL 10,659 $ 25,975 $ 67,500 $ 67,500 53,115 39,423 500 500 500 500 64,274 $ 65,898 $ 68,000 $ 68,000 OTHER SERVICES & CHARGES Postage Reserve for Future Projects Repay King & Main Loan Sidewalk Replacement-!Project Riverfront ' TRANSFERS OUT General Fund EXPENDITURE ANALYSIS 5OO 37,000 15,O00 15,O00 $ 67,500 500 500 68,000 RESOLUTION 96 ~ A RESOLUTION FOR THE CITY OF ELK RIVER A RESOLUTION APPROVING THE HOUSING AND REDEVELOPMENT AUTHORITY 1997 TAX LEVY WHEREAS, the Housing and Redevelopment Authority in and for the City of Elk River has passed Resolution 96-1 authorizing a levy of .0131% of the taxable market value of the City for various redevelopment activities; and, WHEREAS, the City Council of the City of Elk river has consented to this levy. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Elk River that the Housing and Redevelopment Authority in an d for th e City of Elk River certify a levy of. 0131% of th e taxable market less Homestead and Agricultural Aids of $5,608.00 to the County Auditor. Passed and adopted by the City Council of the City of Elk River, Minnesota this .. day of ., 1996. Henry A. Duitsman, Mayor ATTEST: Sm~dra A. Thackeray, City Clerk SANITARY LANDFILL 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED PERSONAL SERVICES SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TRANSFERS OUT TOTAL $5,491 $13,063 $8,350 $8,450 31 8,8O5 30,924 33,380 51,500 35,750 19,461 1,736 20,950 20,950 19,750 19,750 $76,857 $77,934 $79,600 $63,950 PERSONAL SERVICES Regular Salaries Employee Pensions Employee Insurance SUPPLIES Operating Supplies OTHER SERVICES & CHARGES Legal Services Other Professional Services Postage Printing & Publishing CAPITAL OUTLAY EXPENDITURE ANALYSIS ..................................... $7,400 ..................................... 800 ..................................... 250 ..................................... 15,000 ..................................... 20,000 ..................................... 250 ..................................... 500 0 $8,450 0 35,750 TRANSFERS OUT General Fund Police Services 19,750 19,750 $63,950 ICE ARENA CHARGES FOR SERVICES OTHER REVENUES TOTAL 1994 ACTUAL 1995 ACTUAL 1996 ADOPTED 1997 PROPOSED 466,116 1,500 $0 $0 $467,615 CHARGES FOR SERVICES Ice Rental Admissions Sign Rental Other Rental Concessions Vending Machines Skate Sharpening 364,715 30,000 20,0O0 6,000 20,400 20,000 5,000 $466,115 OTHER REVENUE Pay Phone Commissions TOTAL 1,500 1,500 467,615 1994 ACTUAL 1995 ACTUAL 1996 ADOPTED 1997 PROPOSED PERSONAL SERVICES SUPPLIES OTHER SERVICES AND CHARGES DEBT SERVICE TOTAL $84,400 4,000 161,000 199,600 $0 $0 9449,000 PERSONAL SERVICES Regular Salaries Part Time Salaries Employee Pensions Employee Insurance SUPPLIES Operating Supplies OTHER SERVICES & CHARGES Other Professional Services Building Repair & Maintenance Equipment Repair & Maintenance Insurance Utilities Miscellaneous (Dry Floor Events) DEBT SERVICE Principal Interest Fees EXPENDITURE ANALYSIS 935,000 34,400 7,500 7,500 984,400 4,000 4,000 4,000 39,000 6,000 20,000 90,000 2,000 161,000 40,000 159,600 199,600 9 449,000 .Department Item 1997 CAPITAL OUTLAY General Fund Funding Source Equipment Equipment Department Certificate Reserve Total Mayor & Council Elections Administration Building & Zoning Planning Data Processing Government Bldg. Police Fire Emergency Prep. Streets Parks Recreation Council Chambers Computer Presentation Package Reserve for Optical Scanner Reserve for Copy Machine Car Microfiche Reader, Pdnter & Cabinet Computer Copy Machine Engineering Copier Reserve for Hardware and Software Building Debt Window Film/CoveringS Fax Files 3 Squads & 1 Investigator Car Squad Setups Stdpe & Stripping Squads 2 Mobile Digital Computers 1 Mobile Radio 2 Portable Radios Van Payment Deck Guns Reserve for Pumper Building Debt 2 Sirens, Poles & Setup Sign Maker Overhead Hoist Dump Box, Hydraulics, Plow & Wing Dump Box, Hydraulics, Plow & Wing Turf Sprayer Leaf Blower Reserve for Future Ice Arena Reserve Oak Knoll Bleachers $ 5,500 12,500 8,000 2,500 2,500 14,000 37,200 4,000 1,000 1,500 13,000 28,400 3,750 3,700 3,000 10,000 $150,550 79,000 5,500 2,000 2,000 2,500 20,000 $111,000 12,500 4,000 4,400 20,000 4,000 24,000 26,800 18,000 2,700 3,700 3,400 $123,500 $ 5,500 12,500 24,500 5,000 4,400. 14,000 41,200 113,500 69,400 26,800 45,450 9,400 13,40O $ 385,050 8/21/96 10:09 PM CITY SPECIAL ASSESSMENTS PAYMENTS Payable 1997 Parcel No. Location Proiect Amount Due 75-129-2400 75-525-0305 75-132-1205 75-132-1300 75-132-2400 Meadowvale Park Softball Complex Orono Park Orono Park Orono Park Expansion Meadowvale Trunk 1992 Westem Area 1992 Western Area 1992 Westem Area 1992 Western Area 13,497 6,688 904 7,911 4,577 LEVY FOR TAXES PAYABLE IN 1997 $ 33,577 LIBRARY PERSONAL SERVICES 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED $3,441 $3,550 $3,800 $4,250 SUPPLIES OTHER SERVICES & CHARGES CAPITAL OUTLAY TOTAL 815 2,650 2,850 3,500 20,716 32,203 32,950 33,850 130,000 44,894 11,000 13,350 $154,972 $83,297 $50,600 $54,950 PERSONAL SERVICES Regular Salaries (1%) Employee Pensions (1%) Employee Insurance (1%) SUPPLIES Office Supplies ~' Operating Supplies Repair & Maintenance Supplies OTHER SERVICES & CHARGES Programming Cleaning Utilities Postage Printing & Publishing Repair & Maintenance Insurance Conferences & Schools Dues & Subscriptions CAPITAL OUTLAY Furniture & Fixtures Building Debt EXPENDITURE ANALYSIS ..................................... $3,200 ..................................... 400 "~ .......... ~ ....................... 650 $4,250 ..................................... 200 ..................................... 3,150 ..................................... 150 3,500 ..................................... 5,000 ..................................... 11,100 ..................................... 7,000 ..................................... 650 ..................................... 4,400 .................................... 5,000 ..................................... 500 ..................................... 150 33,850 2,350 11,000 13,350 $54,950 SURFACE WA TER MANAGEMENT Revenues 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED GENERAL PROPERTY TAX INTERGOVTL REVENUES CHARGES FOR SERVICES OTHER REVENUES TOTAL $0 $161,961 $ 196,800 $ 169,100 45,618 44,500 28,500 27,780 25,530 - 8,014 - $ 35,794 $ 233,109 $ 241,300 $ 197,600 GENERAL PROPERTY TAX Ad Valorem Tax $.t69:-ro'O $ .t.6.gv1 o INTERGOVNMTL REVENUES HACA 28,500 28,500 EXPENDITURE ANALYSIS DEBT SERVICE OTHER PROJECTS TRANSFERS OUT TOTAL 1994 1995 1996 ACTUAL ACTUAL ADOPTED $0 $114,402 $118,600 30,463 864,410 72,700 - 50,000 $30,463 $978,812 $241,300 1997 PROPOSED $109,500 DEBT SERVICE* Principal Interest Fees & Other $55,000 53,500 1,000 $109,500 OTHER PROJECTS Storm Drainage Pr~ects** _88;-t00 TRANSFERS OUT Capital Projects Fund** * Total Principal and Interest outstanding on 12/31/1996 is $1.430,500. **This should also be used to eliminate a fund deficit of approximately $50,000. ***All amounts due to other funds were repaid in 1996. SURFACE WA TER MANAGEMENT Revenues 1994 1995 1996 1997 ACTUAL ACTUAL ADOPTED PROPOSED GENERAL PROPERTY TAX INTERGOVTL REVENUES CHARGES FOR SERVICES OTHER REVENUES TOTAL $0 $161,961 $196,800 $140,600 45,618 44,500 28,500 27,780 25,530 - 8,014 - $35,794 $233,109 $241,300 $169,100 GENERAL PROPERTY TAX Ad Valorem Tax INTERGOVNMTL REVENUES HACA Note: Impact Fees are not included. EXPENDITURE ANALYSIS 1994 1995 ACTUAL' ACTUAL $140,600 $140,600 28,500 28,500 $169,100 1996 1997 ADOPTED PROPOSED DEBT SERVICE $0 $114,402 OTHER PROJECTS 30,463 864,410 TRANSFERS OUT TOTAL $118,600 $109,500 72,700 59,600 50,000 $30,463 $978,812 $241,300 $169,100 DEBT SERVICE* Principal ..................................... $55,000 Interest ..................................... 53,500 Fees & Other ..................................... 1,000 $109,500 OTHER PROJECTS Storm Drainage Projects** ..................................... 59,600 59,600 TRANSFERS OUT Capital Projects Fund*** $169,100 * Total Principal and Interest outstanding on 12/31/1996 is $1,430,500. **This should also be used to eliminate a fund deficit of approximately $50,000. ***All amounts due to other funds were repaid in 1996. ity of MEMORANDUM iver Mayor & City Council FROM: Lori Johnson, Asst. City Administrator/ Finance Director DATE: November 25, 1996 SUBJECT: Pay Resolution and Update on Personnel Projects There are numerous personnel and pay issues which need to be addressed. Some of these items require Council approval and others are merely updates. Some of the items I would like to present for review include the following: · Family and Medical Leave Act Policy · Emergency Closing Policy · Data Privacy Issues · Performance Review Update · Comparable Worth Update and Adjustments · Pay Resolution and Exhibits I will give you some background on each of these items in this memo and attach the appropriate items for your review. Some of the narrative may be rather brief; however, I will be prepared to discuss the items in detail at Monday's meeting. Family and Medical Leave Act Policy Both Federal and State law require that leaves be given to certain employees for specific medical and parental reasons. Although the city has been complying with the related laws and the leave has been used by several employees, the city has not had a formal policy. This policy attempts to address all of the issues relating to requests for leave and clarifies that employees must first use available paid leave time prior to taking unpaid leave. This policy closely follows the laws relating to family and medical leave. There is very little discretionary authority retained by the city in relation to these leaves. The city's personnel attorney has reviewed the policy and found that it complies with all the legal requirements of the family and medical leave act. 13065 Orono Parkway ® P.O. Box 490 · Elk River, MN 55330 · (612) 441-7420 · Fax: (612) 441-7425 Action Requested The City Council is asked to review and act on the policy as presented. Emergency Closing Policy In the past there have been several instances in which employees have either not been able to make it to work or left work early due to weather conditions. Although several internal memos have been drafted regarding snow day policies, the city has not had a formal emergency closing policy. Attached are both the Sherburne County Emergency Closing Policy and a draft City of Elk River Emergency Closing Policy. The city's policy closely follows the Sherburne County Policy. Basically, the policy indicates that the safety of employees is important, however, the city will try to remain open in all emergency situations. Employees who are not able to report during an emergency or request authorization to leave early, will be required to use vacation or compensatory time to make up for the lost time, or if none is available, the leave will be unpaid. Action Requested The Council is asked to review and take action on the emergency policy as presented. Data Privacy There are numerous situations in which city employees are asked to provide information to the public. The State's Data Privacy Law is very complex and the consequences of releasing private data to the public can be severe. In an attempt to better educate the employees and to provide an easy to read document for reference, I have contacted the city attorney and requested assistance in this project. Peter has indicated that he will work with another attorney to provide a manual and two training sessions on this topic to all city employees. The cost for the manual and the training is approximately $2,000. Although this cost may seem slightly high, it is very insignificant in comparison to the cost which may be incurred if data is released or withheld improperly. Action Requested The Council is asked to approve an expenditure in the amount of $2,000 from the Council Contingency for the development of a City Data Privacy Manual and two training sessions for all relevant city employees. Performance Evaluation System In 1995, the city contracted with the League of Minnesota Cities to assist in both development of new job descriptions to meet ADA requirements and to assist in the performance evaluation process, and also to develop the city's performance evaluation system. Due to a change in personnel and the elimination of one personnel consultant position at the League, our project was put on hold by the League for six months. At this point the job descriptions have all been revised and are in draft form. Many of them are very close to being in final form. The employees have all met with the League's personnel specialist to discuss the process and reason for the implementation for the performance evaluation system. The next step in the process is to develop the evaluation form. This part of the process should be completed by the end of the year. The final step would be to provide training to the department heads so each department head provides reviews which are fair and accurate representations of their employees' performance. In that regard the city will need to contract with someone to provide training. I have several options regarding the training which ! will be prepared to discuss at Monday's meeting. Action Requested There is no action requested on this item at this time unless the Council wishes to authorize the expenditure for hiring a consultant to do the department head training. Comparable Worth Update and Adiustments Every three years the city is required to report its pay information to the Department of Employee relations so that the department may determine whether or not the city is in compliance with the pay equity law. Earlier this year the city received notification that it is in compliance with the pay equity law. A copy of the certification from the Department of Employee Relations is attached for your review. The second comparable worth issue relates to point ranking adjustments. There are three positions which were recently reviewed by the Comparable Worth Committee. Those positions include part time and full time liquor clerk and the fire chief. As you may recall, the Committee indicated to the Council earlier this year that these positions would be reviewed and discussed in conjuction with the pay resolution. The Committee has met and is making the following recommendations to the Council. First, that no adjustment be made in the pay grade or pay range of the part time liquor clerks. However, the Committee is recommending that the full time liquor clerk position move up two pay grades to pay grade four. The original position profiles for these positions indicated that the positions performed similar functions, and as a result, the positions were in adjoining pay grades. After further review and discussions with the store manager, it was determined that the position profile for the full time clerks was not an accurate reflection of the duties and responsibilities performed. A few of the duties which were not included are some of the duties usually performed by the manager or assistant manager which are the responsibility of the full time clerks when the manager or assistant is not on duty. These types of duties were added to the profile increasing the point ranking to 51 and the pay grade to four which is the same as a laborer. The other position which we are recommending be changed is fire chief. The fire chief had only been a city employee for a month or two when he completed a job analysis quesitonairre. The Committee felt that the original ranking was low but it was left as is with the understanding that it would be reviewed later. The fire chief has now reviewed the position profile and made ajustments in accordance with the current job duties and responsibilities. The revised position profile increases the point ranking to 100 points and pay range 5E. Action Requested In summary, the Committee is recommending that the following point and pay grade adjustments be made: POSITION Full time Liquor Clerk CURRENT RECOMMENDED Pay Pay PointsGrade Points Grade 43 2 51 4 Fire Chief 97 4E 100 5E The Committee also recommends that the following pay changes be made effective January 1, 1997. POSITION Step Pay Step Pay Full time Liquor Clerk K+11 $10.85 K+11 $12.01 CURRENT RECOMMENDED~ Fire Chief H+49 $24.24 H+49 $25.23 ~ Pay increases to recommended pay grade. Recommended rates do not include the 1997 COLA. Pay Resolution Attached is a copy of the pay resolution and the related exhibits. Exhibit 1 has no changes of substance, but there are a few changes to either update or remove items which are no longer relevant. Exhibit 2 is the proposed pay plan. The pay plan attached to this memo includes a three percent cost of living increase. The remainder of the pay plan remains unchanged from the previous year. As always, the Council has the discretion to determine what cost of living increase it feels is appropriate. There are also two other pay adjustments which the Council is asked to review at this time. The first is for Joni Pearson who was originally hired as a part time office service worker. Earlier this year Joni's position was changed to a full time position. Since that time her work load has changed from that of an office service worker which includes more functions as back up receptionist and copier, to those of a secretary. Joni now does considerably more typing for the administration, finance and economic development departments. In addition, Joni handles some of the office supply ordering and often assembles Council and other agenda packets. The Council is asked to consider elevating Joni to a secretary position. The other pay adjustment requested is more of a correction than an adjustment. On May 13, 1996, Lauren Mundell started work with the city as a payroll clerk. Lauren was hired at Step C of the pay plan even though she had considerable experience in payroll. As it currently stands, Lauren would not get a step increase until having been with the city for 13 months. In light of the fact that all other employees hired since Lauren have received step increases anywhere from six to nine months after being hired, I would request Council consideration of increasing Lauren's pay to Step D effective January 1, 1997. At that point she would receive increases consistent with other city employees. Action Requested The City Council is asked to review, amend, as desired, and consider the pay resolution for non union city employees for 1997. In addition, the Council is asked to review the requested position adjustment for Joni Pearson and the requested pay adjustment for Lauren Mundell. CITY OF ELK RIVER LEAVES OF ABSENCE The City of Elk River (the City) may grant an unpaid leave of absence if justified by illness, accident, or compelling personal reasons, or as required by law. When a leave of absence is granted, it usually is on the premise that regular employment will resume when the absence is no longer required. Other than leaves required by law, a leave of absence is a privilege, not a right, and is granted at the discretion of management. All leaves of absence must be discussed with and approved by an employee's immediate supervisor, the Department Head and the City Administrator. Forms for requesting a leave of absence are available from the finance department. When possible, advance notice of a leave should be provided to an employee's Department Head so work schedules can be adjusted accordingly. The following Leaves of Absence are currently observed by the City. The leaves of absence are unpaid unless otherwise indicated in the Policy. Family and Medical Leaves Family and Medical Leaves covers the following types of leaves of absence: Leave of absence for personal illness (Medical Leave) Leave of absence for the illness of a family member (Family Leave) Leave of absence related to the birth or adoption of a child (Parental Leave) The policy set forth below addresses the fundamentals of the City's policies regarding these various types of leaves in accordance with the federal Family and Medical Leave Act. Certain circumstances may require special interpretation of the policy or involve application of laws other than the federal Family and Medical Leave Act. As it is impossible to anticipate every circumstance which might arise under the policy, employees are encouraged to contact the Finance Director if they believe that the policy description below is inapplicable in whole or in part to their specific circumstances. Unless otherwise required by law, the combined total of available leave under this policy is 12 weeks in any 12-month period measured backward from the date an employee uses the Family or Medical Leave. Employees must include any available paid compensatory and vacation time in the 12-week period allowed under these policies, unless otherwise indicated below. Employees must include any available paid sick, compensatory, and vacation time for a Medical Leave. Employees may retain one week (40 hours) of vacation or compensatory time if so desired. Unless otherwise required by law, no benefits accrue during an unpaid Family or Medical Leave of Absence, although such a leave does not constitute a break in service for purposes of eligibility for pension and retirement benefits. Accrued vacation or other paid time off may not be used to extend a leave of absence beyond 12 weeks. Medical Leave of Absence An unpaid Medical Leave of Absence will be provided in accordance with the Family and Medical Leave Act of 1993 to any employee who has a serious health condition that makes the employee unable to perform the functions of his or her job. A "serious health condition" means an illness, injury, impairment, or physical or mental condition that involves: · inpatient care in a hospital, hospice, or residential medical care facility; · a period of incapacity (inability to work, attend school or perform other regular daily activities) of more than three (3) consecutive calendar days that also involves continuing medical treatment; · any period of incapacity due to pregnancy or prenatal care; · any period of incapacity or treatment for such incapacity due to a chronic condition which requires periodic treatment, continues over an extended period, and may cause episodic rather than a continuing period of incapacity; · any period of incapacity which is permanent or long-term due to a condition for which treatment may not be effective but for which the individual is under the continuing supervision of a health care provider; or any period of absence to receive multiple treatments, including any period of recovery therefrom, for restorative surgery after an injury or for a condition that would likely result in a period of incapacity of more than three consecutive days in absence of the treatment. Accrued vacation and other paid time off may not be used to extend a medical leave of absence beyond 12 weeks. It is required that a medical leave of absence and a Worker's Compensation leave of absence run concurrently. Eligibility To be eligible for a Medical Leave, an employee must have been employed by the City as an employee for at least 12 months and must have at least 1250 hours of service during the year preceding the start of the leave. Hours of service are defined as the number of hours actually worked and do not include either paid or unpaid leave taken by the employee during the previous 12-month period. Prior to granting a Medical Leave, the City will require sufficient certification from an employee's health care provider. The certification must include a statement regarding the nature of the serious health condition, the employee's inability to perform the functions of his or her position. Certification must be provided, when possible, in advance or at the start of the leave. The certification must be provided to the employee's department head on a timely basis by the qualified employee, and must contain the following information from the health care provider: a. The date on which the serious health condition started; b. The probable duration of the condition; The appropriate medical facts which the health care provider knows about regarding the condition; do For intermittent or reduced leave or for planned medical treatment, the dates on which the treatment is expected to be given and the duration of the treatment. In addition, for certification to care for a spouse, child, or parent, the certification must also provide, in addition to the information listed above, a statement by the health care provider that the employee is needed to care for the other person, and an estimate of the amount of time the employee will be needed to provide such care, and, for intermittent or reduced leave, a statement by the health care provider that the employee's reduced or intermittent leave is necessary for the cre of the person with a serious health condition, or will assist in their recovery, and the expected duration and schedule of the intermittent leave or reduced leave schedule. In addition, for certification to care for the employee's own serious health condition, the certification must also provide, in addition to the information listed in a-d above, a statement by the health care provider that the employee is unable to perform the essential functions of his or her position, and, for intermittent or reduced leave, that the intermittent or reduced leave is necessary and the expected duration of the leave. If the City has reason to doubt the validity of the certification, it will require the employee to obtain a second opinion from a health care provider approved or designated by the City. In the case of conflicting opinions, the City may require a third opinion. The health care provider giving the third opinion shall be jointly approved or designated by the City and the employee. The third health care provider's opinion is final and binding. When a Medical Leave is foreseeable based on planned medical treatment, the employee must make a reasonable effort to schedule the treatment so as not to disrupt the city's operations and must give the city at least 30 days' notice before the date the leave is to begin, or, in cases where such notice is not possible, as soon as is practicable. When medically necessary, a Medical Leave may be taken intermittently or on a reduced work schedule. In such cases, the city may require the employee to temporarily transfer to an available alternative position which better accommodates recurring periods of absence or part-time schedule, provided that the position has equivalent pay and benefits. The city may require periodic reporting from the employee as to their status and intention to return to work. The city may also require periodic medical recertifications on a reasonable basis. Continued Insurance The city will continue to make group insurance coverage available to eligible employees during an approved Medical Leave of Absence. The employee is still responsible for the usual co-payment, if any. If a Medical Leave extends beyond the approved period, the employee becomes responsible for the full amount of their insurance premiums with no co-payment from the city. In the event an employee elects not to return to work upon completion of an approved unpaid leave of absence, the city may recover from the employee the cost of any payments made to maintain the employee's insurance coverage. If an employee is laid off during the Medical Leave and employment is terminated, the city's responsibility to maintain medical insurance ceases at the time of the layoff. Please contact the finance department for additional information regarding benefit continuation. Return to Work As a general rule, an employee who is granted a Medical Leave under this policy will be reinstated to the position the employee held when the leave commenced or to an equivalent position with equivalent pay, benefits, and other terms and conditions of employment. However, if the employee on leave is a salaried employee who is among the highest paid 10% of the city's employees, and keeping the job open for the employee would result in substantial economic injury to the city, reinstatement may be denied in accordance with the Family and Medical Leave Act of 1993. If during the leave, the city experiences a layoff and the employee would have lost his or her position had the employee not been on leave, the employee is not entitled to reinstatement in the former or comparable position. An employee returning from a Medical Leave of Absence of more than one month should notify their immediate supervisor at least two weeks in advance of returning to work. Upon approval of the employee's immediate supervisor, an employee may return to part-time work at any time during the leave period. An employee shall commence normal working hours when the leave period has ended. As a condition of reinstatement, the city may require a certification from the employee's health care provider that the employee is able to resume work. Family Care Leave The city understands the need for employees to maintain the health and security of their families and will comply with the Family and Medical Leave Act of 1993. The city will grant eligible employees an unpaid leave so that the employee may care for a spouse, child, or parent who has a serious health condition or is unable to care for his or her own hygienic or nutritional needs or safety due to medical impairment. For the definition of "Serious Health Condition, "see Medical Leave of Absence discussed above, "Child" includes a biological, adopted or foster child, a stepchild, legal ward or a child for whom the employee stands in loco parents, who is under 18 years of age, or 18 years of age or older and incapable of self care because of a mental or physical disability." Spouse" is the legally recognized marital partner of the employee, "Parent" means the biological parent or an individual who stands or stood in loco parentis to an employee when the employee was a child; the term does not include in-laws. Accrued time off may not be used to extend a family care leave beyond 12 weeks. The city will require medical certification to support a claim for leave to care for a seriously ill child, spouse, or parent. The certification must include an estimate of the amount of time the employee is needed to provide care. When the need for a Family Care Leave is foreseeable based on planned medical treatment, the employee must give the city at least 30 days' notice before the date the Family Care Leave is to begin. When the need for a Family Leave is unforeseeable, the employee must provide notice as soon as practicable. All other policies for Family Care Leave, including eligibility, continued insurance, and return to work, are identical to those for a Medical Leave discussed above, except that no medical certification will be required to return to work. Parental Leave Eligible employees will be provided an unpaid leave of absence of up to 12 work-weeks for the birth or adoption of a child, or for the placement of a child in foster care, in accordance with the Minnesota Parenting Leave Act and the Family and Medical Leave Act of 1993. The Parental Leave may begin at a time designated by the employee but must start within 12 months of the date of the birth, adoption or placement of the child. Accrued time off may not be used to extend a Parental Leave beyond 12 weeks. When the need for a Parental leave is foreseeable, such as the expected birth, adoption or placement of a child, the employees must provide the city with at least 30 days' notice. If the exact date of the birth, adoption or placement is unforeseeable, the employee must provide notice as soon as practicable. All other policies regarding return to work from a Parental Leave of Absence are identical to those for a Medical Leave of Absence, except no medical certification will be required. Employees who have been employed for the previous 12 months and have worked less than 1,250 hours but more than 1,040 hours are eligible for six weeks of unpaid leave under the Minnesota Parenting Leave Act. Parental Leave under the Minnesota Parenting Leave Act must begin within six weeks of the birth, adoption, or placement of the child in foster care, unless the child is hospitalized at birth. Employees are responsible for all insurance premiums during such a leave. Employees have the option of using accrued sick leave, vacation, holiday, and personal leave, although the Parental Leave may not be extended by use of other forms of paid leave. Return to work is administered in the same way as with other Parental Leaves. Generally, an employee who is granted a Parental Leave under this policy will be reinstated to the position the employee held when the leave commenced, or to an equivalent position with equivalent pay, benefits, and other terms and conditions of employment. School Conferences and Sick Children Parents of school-aged children will be provided an unpaid leave of up to a total of 16 hours during any 12-month period to attend school conferences or school-related activities related to an employee's child provided the conferences or school-related activities cannot be scheduled during nonwork hours. The employee may use personal or vacation time for this purpose. The employee should notify their immediate supervisor as far in advance as possible when time off is needed. Employees with sick children may use their own sick days in order to care for a sick child. The use of sick leave to take care of a child who is ill must be used in the same manner as the employee would use the sick days policy for their own illness. policies\leaveabs.doc NOV-15-96 FRI 17:10 SHERBURNE COUNTY RDRIN, FRX NO, 6124418567 P, O1 39 SHERBURNE COUNTY PERSONNEL RULES AND POLICIES (Refer to Disclaimer, Chapter 1~ Page 1) PROCEDURE FOR EMERGENCY CLOSINGS 1) =if adverse weather or other emergency cor{difions exist during normal business hours of county I~acil~es, the County Administrator, in consultation with the Chairperson of the County Board of Commissioners (if available), may declare that a state of emergency exists. The declaration of a state of emergencywill be communicated by the County Administrator by electronic mail to each department in the county. 2) When a state of emergency is declared, each individual employee may determine whether he/she will remain on the .lob or be excused. The County recognizes that the safety and health o1' employees and employee's dependents has priority. Any employee who determines that their safety or the safety of their dependent's may be placed In Jeopardy if the employee remarns on the job shall be authorized to leave. Any employee so excused must utilize vacation or compensatory time for the time missed from work. If such employee has neither vacation or compensatory time, then the time absent shall be leave without pay. 3) Each Department Head shall determine whether or not that department retains sufficient staffing levels to remain open. In the event that a Department Head chooses to cl(~se his/her department during normal business hours, the County Administrator will be immediately notified o1' such closing. 4) This policy is developed with the assumption [hat a complete closlng of all county facil~es during normal busine~ hours shall not occur· However, the County Administrator and County l~oard Chair retain the authorfty to deviate from this policy if deemed necessary by those authorities. 5) This policy does not apply to those departments and employees expected to remsin on duty during adverse weather or other emergency events. 12:6 County Board Approved 10-03-95 CITY OF ELK RIVER EMERGENCY CLOSING POLICY The City acknowledges that there may be adverse weather or other emergency conditions (Emergencies) in which employees may need to be excused from work. The City recognizes that the safety of the employees and their dependents is the City's number one concern in an emergency. This Emergency Closing Policy covers all employees except those employees in departments which are expected to remain open and on duty during such Emergencies. If Emergencies exist during normal business hours of the City, the City Administrator and/or the Mayor may declare that a State of Emergency exists. The City Administrator will properly communicate the declaration of a State of Emergency to all department heads. When a State of Emergency is declared, each individual employee may determine whether he or she will remain on the job or be excused. If an employee is unable to report to work, or while at work determines that his or her safety of the safety of his or her dependents may be jeopardized if the employee remains on duty, such employee shall be granted an authorized leave. Any employee with an authorized emergency leave must utilize vacation or compensatory time for the time missed from work. If the employee does not have vacation or compensatory time, the emergency leave time shall be unpaid. o The City will make all attempts to keep its facilities open during normal business hours even though an emergency may exist. Each department head will notify the City Administrator immediately if sufficient staff is not available to operate his or her department. The City retains the right to change and deviate from this policy. Such changes shall be approved by the City Administrator and Mayor. N'I inncsota [. ¢partment of Employee Relations Leadership m~d parmershiI, m hmnan rcsom'cc ?llc'l?la,i~ClllCIl! October 1, 1996 Lori Johnson Elk River P.O. Box 490 13065 Orono Parkway Elk River, ~IN 55330-0490 Dear Ms. Johnson: Congratulations! I am very pleased to send you the enclosed notification of compliance with the Local Government Pay Equity Act. Since the law was passed in 1984, jurisdictions throughout Minnesota have been working diligently to meet the requirements of the act, and I commend your hard work and commitment to achieving compliance. As you know, Minnesota Rules Chapter 3920 specifies the procedure and criteria for measuring compliance, and information about your situation is enclosed. If you have any questions about the materials or about pay equity in general, please contact Pay Equity Coordinator, Faith Zwemke at 612-296-2653. One of the things the rule requires is that our department notify each jurisdiction when the next pay equity report is due. In your case, this date is January 31, 1999, and we will be sending you forms and instructions at a later time. Also, this notice and results of the compliance review are public information and must be supplied upon request to any interested party. Again, congratulations on your achievementl Sincerely, Wayne Simoneau Commissioner Enclosures 200 Centennial Office Building. · 658 Cedar St. ' St. Paul, MN 55155-1603" (612) 297-1184 · TDD (612) 297-2003 An equal opponu,,it?, emplcryer Notice of Pay Equity Compliance presented to City of Elk RiVer for successfully meeting the requirements of the Local Government Pay Equity Act M.S. 471.991 - 471.999 and Minnesota rules Chapter 3920. This notice is a result of an official review by the Minnesota Department of Employee Relations of your 1996 pay equity report. Your cooperation in complying with the local government pay equity requirements is greatly appreciated, October 1, 1996 Date Wayne Simoni~au, Commissioner RESOLUTION 96 - A RESOLUTION OF THE CITY OF ELK RIVER A RESOLUTION ADOPTING THE 1997 PAY PLAN FOR NON-ORGANIZED EMPLOYEES BE IT RESOLVED, by the City Council of the City of Elk River that the attached Pay Plan marked Exhibit I and Exhibit 2 be approved and adopted effective January 1, 1997. Passed and adopted by the City Council of the City of Elk River this __ of ., 1996. day ATTEST: Henry A. Duitsman, Mayor Sandra A. Thackeray, City Clerk o o CITY OF ELK RIVER 1997 COMPENSATION PLAN EXHIBIT I All 1996 pay ranges established by the City Council will increase by 3% on January 1, 1997. On July 1, 1997, all City employees performing at an acceptable level will move up one step in their pay range. The 1997 pay ranges for City employees are listed in Exhibit 2. The 1997 Pay Plan continues the City's efforts to comply with the Pay Equity Law. All police employees who are members of the Minnesota Teamsters Public and Law Enforcement Union, Local 320, shall receive compensation and benefits as outlined in the Master Labor Agreement between the City and the Union and are therefore not governed by any clauses of this resolution. All orientation period employees shall receive increases according to the agreement when the employee was hired. Vacation leave shall be granted in accordance to Exhibit 3 as attached. Holiday and sick leave shall be granted in accordance with the City's Personnel Ordinance. All regularly scheduled, part time employees scheduled to work an average of at least 20 hours per week shall receive prorated vacation, holiday, and sick leave. The City's maximum contribution for single health, single dental, and single life benefits is $310.00 per month for the months of January through June; the contribution increases to $325.00 per month for the months of July through December. Any difference between the premiums for single health, single dental and single life insurance may be used to reduce the employee's share of the family health insurance premium. Prorated insurance benefits will be offered to all employees scheduled to work an average of 30 or more hours per week. The part time Liquor Store Clerks shall be paid in accordance with the following schedule: Hours Step Hours Step 0 750 A 7001- 9000 G 751 -1500 B 9001-11000 H 1501-2250 C 11001-14000 I 2251-3000 D 14001-17000 J 3001-5000 E 17001-20000 K 5001-7000 F 20001 + L 10. 11. 12. 13. All non-exempt liquor store employees will receive holiday pay at the rate of one and one-half times their regular rate for working on the following holidays: After 4:30 p.m. on New Year's Eve Saturday before Memorial Day Friday before the 4th of July if it falls on a Saturday or the Saturday before the 4th of July if it falls on a Sunday Saturday before Labor Day Christmas Eve Day All non-exempt liquor store employees will receive one and one-half time their regular hourly rate for taking inventory on a Sunday or a holiday. When the Waste Water Treatment System Superintendent is absent for at least one continuous eight hour period, at the discretion of the Superintendent, one employee in the Waste Water Treatment System Department may be appointed as the "Lead Worker." The "Lead Worker" will receive an additional $1.20 per hour for the additional "Lead Worker" duties and responsibilities. The Waste Water Treatment Operators shall be paid as follows: License Step A-E D F-I C J-K B L Once a license has been obtained, the employee shall immediately move to the lowest step for that license. The employee will move up one step each July 1 until the highest step for that license has been reached. 14. 15. 16. 17. Snow plow operators shall be paid double time plus holiday pay for all hours worked on holidays. Snow plow operators shall be paid an additional one hour of pay at their regular rate for each day they are called out prior to 6:00 a.m. to plow snow. Street Department employees shall be paid an additional hour of pay at their regular rate for each day they are on call during the winter snowplowing season. To encourage continuing education for City employees, the City will reimburse 75% of the tuition fee to any full time employee for successfully completing accredited college or other classes directly related to the employee's position with the City. Any such class must be taken on employee time and receive written approval by the City Administrator prior to class registration to determine if tuition reimbursement will be made. Books required for class are not subject to reimbursement. 18. The City Council may make adjustments in any section of the Pay Plan at any City Council meeting based on compliance to the Pay Equity Law, changes in employment status, changes in work responsibility, or based on performance incentives. EX~' ~ 2 1997 ~ROPOSED PAY PLAN NON-EXEMPT PAY POINTS GRADE A B C D E F G H 40-42 I 6.74 7.05 7.39 7.72 8.07 8.43 8.81 43-45 2 7.09 7.43 7.78 8.13 8.49 8.87 9.27 46-48 3 7.46 7.82 8.18 8.55 8.94 9.34 9.76 49-51 4 7.86 8.23 8.62 9.00 9.41 9.83 10.27 52-54 5 8.27 8.66 9.07 9.48 9.90 10.35 10.82 55-57 6 8.71 9.12 9.55 9.98 10.42 10.89 11.38 58-60 7 9~16 9.60 10.05 10.50 10.97 11.47 11.98 61-63 8 9.65 10.10 10.58 11.05 11.55 12.07 12.61 64-66 9 10.15 10.63 11.13 11.64 12.16 12.71 13.28 67-69 10 10.69 11.19 11.72 12.25 12.80 13.38 13.98 70-72 11 11.25 11.78 12.34 12.89 13.47 14.08 14.71 73-75 12 11.84 12.40 12.99 13.57 14.18 14.82 15.49 76-78 13 12.47 13.06 13.67 14.29 14.93 15.60 16.30 79-81 14 13.12 13.74 14.39 15.04 15.71 16.42 17.16 82-84 15 13.81 14.47 15.15 15.83 16.54 17.29 18.06 85-87 16 14.54 15.23 15.94 16.66 17.41 18.20 19.01 88-90 17 15.31 16.03 16.78 17.54 18.33 19.15 20.01 EXEMPT 78-82 1E 83-87 2E 88-92 3E 93-97 4E 98-102 5E 103-107 6E 108-112 7E 113-117 8E 118-122 9E 123-127 10E 128-132 11E 133-136 12E A 16.44 17.13 17.84 18.59 19.36 21.18 22.06 22.98 23.93 24.93 25.97 27.05 9.21 9.69 10.20 10.74 11.30 11.90 12.52 13.18 13.88 14.61 15.37 16.18 17.04 17.93 18.88 19.87 20.92 9.62 10.13 10.66 11.22 11.81 12.43 13.09 13.77 14.50 15.26 16.07 16.91 17.80 18.74 19.73 20.76 21.86 10.05 10.58 11.14 11.72 12.34 12.99 13.68 14.39 15.15 15.95 16.79 17.67 18.60 19.58 20.61 21.70 22.84 STEP C D E F G H 21.64 22.54 23.48 24.46 25.48 27.87 29.03 30.24 31.50 32.81 34.18 35.60 17.10 17.81 18.56 19.33 20.14 22.02 22.94 23.90 24.89 25.93 27.01 28.14 17.79 18.53 19.30 20.10 20.94 22.90 23.86 24.85 25.89 26.97 28.09 29.26 18.50 19.27 20.07 20.91 21.78 23.82 24.81 25.85 26.92 28.05 29.21 30.43 19.24 20.04 20.87 21.74 22.65 24.77 25.81 26.88 28.00 29.17 30.38 31.65 20.01 20.84 21.71 22.61 23.56 25.76 26.84 27.96 29.12 30.33 31.60 32.91 20.81 21.67 22.58 23.52 24.50 26.79 27.91 29.07 30.29 31.55 32.86 34.23 10.50 11.06 11.64 12.25 12.90 13.58 14.29 15.04 15.83 16.67 17.54 18.47 19.44 20.46 21.54 22.67 23.87 I 22.51 23.44 24.42 25.44 26.50 28.98 30.19 31.45 32.76 34.12 35.54 37.02 10.98 11.56 12.16 12.80 13.48 14.19 14.93 15.72 16.55 17.42 18.33 19.30 20.32 21.38 22.51 23.69 24.94 J 23.41 24.38 25.40 26.45 27.56 30.14 31.40 32.7O 34.07 35.49 36.96 38.50 11/18/96:COMPW.XLW