2.0. SR 09-04-2001MEMORANDUM
TO:
FROM:
DATE:
Mayor and Council
Pat Klaers, City Ad~r
September 4, 2001
SUBJECT: 2002 Budget
On July 2, 2001, the City Council met to discuss the proposed 2002 city budget. Attached
for your review are the minutes from this meeting. On July 2, the city started the meeting
with a budget gap of $382,300. This budget gap increased due to city recreation, an
additional police officer, and a city prosecutor. On the other hand, reductions included the
optical imaging system and the fire department floor repair being removed from the general
fund. In other words, we took some steps forward and also took some steps back in trying
to eliminate the 2002 budget gap.
On July 2 we knew that the special legislative session had concluded but we were not sure
that all the bills would be signed into law. Nonetheless, we knew that our budget, tax levy,
and state aid situation would change. The most significant issue we have to address is levy
limits. On July 2 we didn't know what our levy limit was or what type of increase in Local
Government Aid (LGA) we would receive to offset the elimination of the Homestead and
Agricultural Credit Aid Program (HACA). This information is now available.
As we all know the tax system and formula is changing dramatically. The majority of the
burden for financing schools is being removed from the property tax system and will be
financed by the State. In this manner, the property taxes are more of a local - city and
county - issue. For 2002 it is anticipated (and was intended by the Legislature) that local
taxes will increase but overall taxes should decrease in 2002 for property owners.
Before discussing expenditures and the state aid, tax, and levy limit revenue issues, the City
Council should discuss a number of budget and financial issues, including the following:
GIX
Director of Planning Michele McPherson and City Engineer Terry Maurer are
scheduled to present information to the City Council on the city's Geographic
Information System (GIS) needs, the current status of our system, and how the
system would be used by various departments. Michele and Terry will need about 20-
30 minutes to explain and discuss the GIS situation.
Staff is still of the opinion that we should spend some funds to complete our system.
We are concerned about being dependent on county staffing and priorities in order
to have the GIS map completed and kept up to date. We are also concerned that the
map may not be completed by the end of 2002 and even if it is, this is too late for
our finance department to use for compliance with GASB 34. In the not too distant
future it is anticipated that we will be establishing a city engineering department and
it is logical to have a GIS staff person in this department to keep our mapping
system updated. Funds for this approximately $60,000 expenditure would come from
the year-end budget fund balance (due to growth revenues exceeding the budget
projection). Attached are two letters regarding this issue.
I,i/iatipe Foundation
At the August 13, 2001, EDA meeting, the request of the Initiative Foundation for a
contribution was denied. At that meeting it was suggested that the request for funds
be presented to the City Council for consideration. Attached is some material
regarding the Initiative Foundation contribution request.
City Forester Position
I understand that Councilmember Kuester would like to discuss this position with
the City Council. The tree preservation task force has not made a recommendation
but it is anticipated that the recommendation will include a request for a new city
forester position. Until I know more about the task force recommendation, I'm not
qualified to comment too much but I will say that funds are very fight. At this point
I'm not sure if the task force is going to be emphasizing tree preservation, tree
replacement or both.
Mosquito Control
On July 23, 2001, the City council held an informational meeting on mosquito
control in Elk River. At that meeting the Council decided to further discuss the issue
at the budget worksession. Attached for your information are the minutes from that
meeting along with a newspaper article on this issue.
City Recrealion Budget
Staff has estimates which show that both revenues and expenditures will be
increasing when the conversion of community recreation to city recreation is
completed. The net change to the city will be about an $18,600 increase in our
budget shortfall. This is due mainly to establishing our own city recreation brochure.
Three other departments (seniors, ice arena, and library) may eventually have some
expenses added to their budgets for participation in the new city recreation brochure.
These additional expenses amount to about $8,500. For 2002, I suggest that these
other brochure expenses be in recreation and after we know more, break them out in
the 2003 budget. With this additional brochure expense, the net change in city
recreation will be $27,100. This is slightly more than it would have cost the city to
continue with community recreation once Otsego withdrew. The additional cost for
our own city brochure results in more frequent (six times per year versus four times)
and better communication with our citizens.
In addidon to this budget change, there will be about a $10,000 expense to provide
furniture, fixtures, and equipment at the city recreation office in the Lions Park
building. This expense will need to be a 2001 expense and not part of the 2002
budget. It is suggested that this expense be funded by the NSP reserve. Finally, in
2001 our new city recreation brochure we need to have a one time "set up" expense
of somewhere between $1,000-$1,500 for design services in order to have the
brochure present a positive image and look like a city of Elk River publication.
School Theatre
As you all must know by now, on September 10, 2001, the School District is going to
be requesting that the city contribute monies to save the small school theatre. Dr.
Jenson will be in attendance at our meeting to present information about the cost to
save the theatre and how the city and community will be able to have access and
utilize this facility. The best information that I can provide the City Council to help
sort out some of our Capital Improvement priorities is the information Ehlers and
Associates provided for the Key Financial Strategies third worksession held on June
11, 2001. Options to save the theatre includes the city funding the entire expense or
the city putting forward a percent of the total and seeing if the Chamber, business
community, utilities, school, etc. will match our contribution.
P 'vers of Hope
The annual request for a city contribution for the Rivers of Hope organization has
just been received. The request is included for your review. The request for 2002 is
$6,666. Although frequently discussed, a contribution to the Rivers of Hope
organization has never made it into the city budget as a line item. Funding has always
come from the City Council contingency fund. The city contribution has history has
been...February 1997/$5,000, April 1998/$2,000, October 1999/$3,000, and for
October 2000/$3,000.
Now back to the 2002 budget at hand...Finance Director Lori Johnson has been asked by a
number of Councilmembers to explain the tax law and the tax levy changes. Lori has a brief
presentation planned for this September 4, 2001, worksession.
The levy limits placed on us by the state is not helping in the elimination of our budget gap.
We have four items in our tax levy resolution that are within the levy limit but which are
outside of our general fund. Use of funds for these activities need to be reaffirmed by the
Council in order to determine if any of these monies are available for general fund activities.
Also, it is certain that the city will need to move as many equipment expenditures as practical
out of the general fund budget and finance these with an equipment certificate tax levy.
Equipment certificates are outside the levy limit and this funding technique was used in all
the previous years when levy limits existed since at least 1985.
About the only other comments to offer at this time before the budget figures are presented
on Monday is that the prosecuting attorney will be an additional expenditure for the city. We
may very well have up to $35,000 in expenses that exceed revenues. Additionally, somewhere
around $15,000 will have to be spent in 2001 to fix up the office for this position and
support staff and this expense will have to come out of either the city council contingency or
the government buildings reserve. Finally, in July the Council added a drug task force police
officer to the department but this was done without knowing the impact of levy limits. It is
recommended that the city delays the hiring of the CSO for at least a year in preference to
this drug task force police officer. I don't think that we can afford both additional positions
in 2002.
Please bring your budget material from the July 2 meeting to this September 4 worksession.
If you cannot locate this material, attached are some of the summary pages that were used
during the July 2 meeting. The final attachment is a summary page of some of the changes
that are briefly outlined in this memo. This last attachment shows the budget deficit going
from $382,300 to $111,600. This takes into consideration keeping the general fund within
the levy limit and moving $273,500 in equipment out of the general fund and into an
equipment certificate program (one year levy). It should also be noted that this revised
budget gap amount includes the CSO position being removed from the budget. In order to
further close this budget gap, some additional cuts will have to be made and some additional
revenues will have to be identified.
The Council is meeting on September 4, 2001, because the proposed maximum levy has to
be certified to the county by September 15, 2001. Actually this date is a Saturday, so we need
to certify to the county by sometime during the workday on Monday, September 17, 2001.
To a certain degree we will be making tax levy decisions in the dark, as we will not have a
good understanding of how our decision will impact the property owners in the community.
At this time the Council should seriously consider certifying the maximum levy allowed
along with moving as much as reasonably possible into equipment certificates. Then as more
information becomes available we can make tax and budget adjustments prior to the end of
the year. No public hearing is required for the budget this year and Sherburne County has
requested a waiver in sending out the required tax notice information.
SPECIAL MEETING OF THE ELK RIVER CITY COUNCIL
HELD AT THE ELK RIVER CITY HALL
MONDAY, JULY 2, 2001
Members Present:
Members Absent:
Staff Present:
Mayor Klinzing, Council.members Diem, Kuester, Mot_in, and Tveite
None
City Administrator Pat Fdaers, Finance Director LoriJohnson, Director of
Planning Michele McPherson, Recreation Manager Michele Bergh, Ice
Arena Manager Rich Czech, Streets/Parks Superintendent Phil Hals, Chief
of Police Tom Zerwas, and Assistant Police Chief, Jeff Beahen
Call Meedng To Order
Pursuant to due call and notice thereof, the meeting of the Elk River City Council was called
to order at 6:00 p.m. by Mayor IG/nzing.
2. Budget Discussion
City Administrator Pat Klaers provided an introduction of the agenda topics for the
evening. There are a number of specific items that the Council should consider and discuss
before a general review of the 2002 proposal takes place. It ~vas noted that the legislative
session has ended and that levy limits are going to be in effect for 2002 but the impact of
these limits on the budget is uncertain at this point.
Ice Arena Bleachers
Arena Manager Rich Czech reviewed with the City Council the planned cost sharing
approach for funding additional bleachers, heat, and improving the speaker system for the
east side of the arena. The total cost of the project is estimated at $90,000. Elk River Youth
Hockey will be contz/budng $10,000 per year for three years for this project, $30,000 in total.
The school board agreed to contribute $1.00 per dcket for high school games for three years
for this project. It is estimated that this ticket revenue will generate a total of about $30,000.
The city would be responsible for the remaining one-third and would initially have to fund
the end.re project. Nix. Czech noted that the project would take about 18 weeks to be
complete. Councilmember/Ice Arena Commissioner Tveite reviewed ~vith the City. Council
the discussion of the Ice Arena Commission on this request and noted the commission's
support, provided other groups pazdcipate in the funding of the project.
COUNCILMEMBER TVEITE MOVED TO AUTHORIZE THE CITY TO
ADVERTISE FOR BIDS FOR THE EAST SIDE BLEACHERS, HEAT, AND
PUBLIC ADDRESS SYSTEM AND THAT THE FUNDING SOURCE FOR THE
CITY'S SHARE BE THE 2001 CAPITAL OUTLAY BUDGET THAT WAS
ORIGINALLY PLANNED FOR THE REVERSE OSMOSIS SYSTEM.
COUNCILMEMBER DIETZ SECONDED THE MOTION. THE MOTION
CARRIED 5-0.
City Council Minutes Page 2
July 2, 2001
Lion's Park Building Project
City Administrator Pat Kdaers noted that the City Council had authorized the expansion of
this building for additional space for the recreation staff. Sketches showing the original
layout (A), the expanded layout (]3), and a new preferred layout with even more additional
square footage (C) were reviewed. Director of Planning N[ichele McPherson distributed the
f'mal version of opdon C. Option C includes an expanded restroom area and an expanded
storage area along with a better layout of the recreation offices. The city cost for opdon C is
estimated to be $29,000. Funding for this expenditure is the RDF/NSP reserve. This reserve
will also fund the furniture, fixture, and equipment that are needed to make the open space
usable for community functions. The furniture, fixture, and equipment for Community
Recreation will be discussed as part of the city recreation budget.
COUNCILMEMBER MOTIN MOVED TO AUTHORIZE USING $29,000 OF
CITY FUNDS FOR OPTION C WITH THE FUNDING SOURCE TO BE THE
RDF/NSP RESERVE. COUNCILMEMBER KUESTER SECONDED THE
MOTION. THE MOTION CARRIED 5-0.
GIS
City Administrator Pat I~daers provided a brief update on the status of the GIS mapping
system and our dependence on the county for this work. It is being suggested that the city
take over responsibility for the GIS map of Elk River and that the city fund the remaining
work that is needed to complete the map.
Director of Planning Michele McPherson revie~ved with the City Council the uses of the
map, how the system would be updated, what is necessary for the map to be completed, and
the cost for this ~vork. Finance Director LoriJohnson informed the Council as to how this
GIS mapping system would provide information needed to value the city's infrastructures as
required by GASB 34. It was noted that the county has verbally indicated that it would
complete the city map by the end of 2002 but that any number of situations could develop
to delay this completion date.
The Mayor expressed her desire to get a commitment and agreement from the county in
writing so that the city could make appropriate plans for use of this map. It was suggested
that the city contact the county again to try an reach an agreement on sharing the cost for
the mapping work. The Council requested an update at a future meeting on discussions with
the county on this mapping system.
City Prosecuting Attorney
Chief of Police Tom Zerwas reviewed with the City Council the need for a city prosecuting
attorney and how things are currendy being handled at the county. The backlog of city cases
at the county was discussed. It was noted that it is uncommon for cities of our size to have
the county prosecute misdemeanor cases. Most cities contract with private law firms for this
work. The request for the Council to consider is whether or not we should hire an attorney
versus contract for these services and also if we should provide the county with sLx-month
notice indicating that we will be ending our current arrangement with them for prosecuting
services. This item is not currently in the proposed 2002 budget. The cost for this endeavor
is estimated to be $135,000 for wages and benefits and another $15,000 to create offices out
of the e,,dsfing police department conference room.
City Council Minutes Page 3
July 2, 2001
COUNCILMEMBER MOTIN MOVED TO AUTHORIZE STAFF TO PROCEED
WITH THE HIRING OF A PROSECUTING CITY ATTORNEY AS A STAFF
MEMBER BEGINNING IN 2002 AND TO PROVIDE THE COUNTY WITH
SIX-MONTH NOTICE OF TERMINATION OF SERVICES.
COUNCILMEMBER TVEITE SECONDED THE MOTION. THE MOTION
CARRIED 5-0.
2002 Budget Discussion
City Administrator Pat Fdaers reviewed the 2002 budget items and issues listed in his June
20, 2001 memo. Presentation began with an overvie~v of the 2001 legislative session. Items
noted include levy limits, the possible need for equipment certificates, the elimination of
HACA, increases in LGA, and the impact of the new tax formula on TIF districts.
Furthermore, it ~vas noted that no truth-in-taxation public hearings are required for the 2002
budget.
An overview of the 2002 budget indicates that the revenues are projected to increase 9% or
$581,700. Revenues are projected in the amount of $7,051,700. Expenditures are projected
to increase almost 15% or by $964,000. Total expenditures requested amount to $7,434,000.
Comparing these two figures creates a budget gap between projected revenues and requested
expenditures of $382,300.
The revenues discussion centered on additional property taxes and additional growth related
revenues in such areas as building permits and plan check fees. It was noted that an
additional $450,000 in tax revenue is projected for the general fund and that the growth
related revenues are more closely related to 1999 levels than the extraordinarily high levels
that were received in 2000. The street services additional revenue is based on anticipated
money from the municipal utilities for mechanic services. It was also noted that the liquor
and utilities transfers are both increasing by $10,000.
The expenditure categories were reviewed and most of the discussion related to personal
services, additional employees, and capital ouday (equipment/vehicle) expenditures. The
possible need to use equipment certificates was discussed. It was noted that interest rates are
currendy very low for equipment certificates.
Finance Director Lori Johnson reviewed the opdcal imaging system that is proposed as a
capital ouday purchase for 2002. The city administrator suggested this expenditure be
removed from the general fund budget and that it be placed into the equipment reserve
budget. Furthermore, revenues (by way of administrative project fees from the East Elk
River project) need to be put into the equipment reserve to fund this expenditure.
The Council discussed the fire department floor repair project. It was suggested that this
$22,500 item also be moved into the equipment reserves budget and that revenue come into
this budget by way of the State reimbursement for city expenses associated with the July
'1997 storm.
The $150,000 street/park department truck was discussed. The dE administrator suggested
that half of this truck be financed with tax revenue and the other half with equipment
reserves. The Council indicated that maybe all of the truck cost should be financed outside
of the general fund; either by way of equipment reserves or equipment certificates.
City Council Minutes Page 4
July 2, 2001
Personnel additions were revie~ved. The Council indicated its support for the additional time
in the senior citizen program. The Council questioned the riming and need for the
environmental assistant. Discussion took place regarding the need for the CSO employee in
the police department. Mayor IG/nzing stated her strong support for adding a police officer
to the drug task force and she felt that the public would support this expenditure. The
Council concurred and discussed whether or not this should be in addition to the CSO
employee or in replacement of the CSO.
MAYOR KLINZING MOVED TO INCLUDE A DRUG TASK FORCE POLICE
OFFICER IN THE 2002 BUDGET. COUNCILMEMBER MOTIN SECONDED
THE MOTION. THE MOTION CARRIED 5-0.
COUNCILMEMBER DIETZ MOVED TO AUTHORIZE STAFF TO PURSUE
THE ESTIMATED $53,000 OPTICAL IMAGING SYSTEM AND TO HAVE THIS
FUNDED OUT OF EQUIPMENT RESERVES AND TO HAVE EAST ELK
RIVER PROJECT FEES GO INTO THIS FUND AS A REVENUE.
COUNCILMEMBER TVEITE SECONDED THE MOTION. THE MOTION
CARRIED 5-0.
COUNCILMEMBER TVEITE MOVED TO AUTHORIZE THE FIRE CHIEF
TO PURSUE THE FIRE DEPARTMENT FLOOR REPAIR AND TO PRESENT
INFORMATION AND QUOTES ON THIS PROJECT TO THE CITY
COUNCIL WITH THE FUNDING SOURCE TO BE EQUIPMENT RESERVES
WITH REVENUES GOING INTO THIS RESERVE FROM THE STATE
REIMBURSEMENT TO THE CITY FOR THE 1997 STORM.
COUNCILMEMBER DIETZ SECONDED THE MOTION. THE MOTION
CARRIED 5-0.
It was noted that the next budget meeting would be a spedal meeting on Tuesday,
September 4, 2001. It was further noted that the next budget would include revisions for
additional revenues and expenditures for the city recreation program and the city
prosecuting attorney.
3. Adjournment
There being no further business, Mayor IGinzing adjourned the meeting of the Elk Pdver
City Council at 9:07 p.m.
Pat Klaers
City Administrator
L
13065 0r0n0 Parkway
Elk River, MN 55330
May 23, 2001
Dave Schwarting
Sherburne County Engineer
13880 Highway 10
Elk River MN 55330-461
Re: City of Elk River GIS Base Map
Dear Mr. Schwarting:
Thank you for meeting with Terry Maurer, City Engineer; Scott Harlicker, and myself in late
April to discuss the progress to date on the City of Elk River's base map. As we discussed,
there are a number of parcels missing in the City of Elk River's base map that need to be
assembled per the County's standards prior to utilization of the base map for GIS purposes.
Brian Fisher has indicated to us that the number of parcels that are left to be mapped is
approximately 3,300 or, 50 percent of the City.
During our discussion we explored options for completion of the City's base map. The City,
of course, is interested in completing this project as soon as possible, as we have invested
several thousand dollars in equipment and programs in anticipation of implementing our
local GIS system. It is our understanding that completion of the base map is not scheduled
until 2002, time and staff permitting. During our discussions, Terry Maurer and I indicated
that the City would be willing to proceed with the work needed in cooperation with the
County to ensure quality control. However, this is not an expense that the City can afford to
do on its own, based on Terry's estimate of $50,000- $60,000 to map the remaining parcels.
We inquired as to the possibility of the County reimbursing the City for a portion of the
work remaining on the base map. We understand that 2001 monies are encumbered for
other projects, but perhaps an opportunky for reimbursement could be identified as part of
the 2002 budgeting process. You agreed to approach the County Board regarding this
possibility.
Have you had an opportunity to speak to the County Board regarding our proposal? If so,
please let us know at your earliest convenience the outcome of your discussions. If you have
Phone: 763.441.7420
Fax: 763.441.7425
www. ci.elk-river, mn.us
July 18,2001
Sherbu~
PUBLIC WORKS DIRE, CTOR
COUNTY ENGINEER t ll w, ','I
DA VID SCHWARTING
13880 Highway 10 West
Elk River, MN 55330
(763) 241-7000 · 800-594-5208
Michele McPherson
City of Elk River
13065 Orono Parkway
P.O. Box 490
Elk River, MN 55330
RE: Sherburne County Parcel Mapping
Dear Ms. McPherson;
I am writing this letter to follow-up our phone conversation about the County's schedule for
parcel mapping. In review, prior to 1996, we completed parcel mapping in all sections of Elk
River except sections 32, 33, 34 and east of TH 169 in 27, of T33N, and sections 14, 24 and 23
of T32N. This information was provided to the City. However, due to demands on staff and
lack of GIS development by the County for many years, the areas that were completed were not
updated. As the county developed its GIS strategy, the County Board set priorities. It was
decided to complete the townships next, especially in the areas along TH 10 and TH 169. We
have completed Haven, Livonia and Baldwin Townships. Blue Hill and Orrock Townships will
be under contract soon. Big Lake Township is being completed internally, as time permits (not
including the City of Big Lake). We will then begin to update and finish the City of Elk River
internally. Our goal for this is by the end of 2002. This is dependent on how much plat checking
work is needed county wide, since the same staff must do this also. Becker Township will be
completed by contract this month. The City of Becker supplied us with valuable information to
help complete that along with the township parcels. We are planning to contract Clear Lake,
Palmer and Santiago Townships in 2002 for completion by the end of 2002 also. When that is
accomplished, we plan to keep the parcel maps up to date as new plats come in, including those
in the City of Elk River. We will continue to work toward completing the parcel "A" mapping
county wide in the most efficient economical manner possible.
If you have any questions, please call me at (763) 241-7005.
Sincerely,
Dave Schwarting, P.~
Public Works Directdf/County Engineer
Cc
Brian Bensen, County Administrator
John Oliver, County Surveyor
Brian Fischer, GIS Coordinator
River
13065 0r0n0 Parkway
Elk River, MN 55330
August 24, 2001
Mary Beth Grams
Initiative Foundation
405 SE First Avenue
Little Falls, MN 56345
SUBJECT: Contribution Request
Dear Mary Beth:
The Elk River Economic Development Authority recently reviewed the Initiative Foundation's request for
year 2002 contribution. We recognize and appreciate that the Irfitiative Foundation has provided
considerable financial assistance to various community service organizations and activities in Elk River.
The EDA has denied your request for contribution for year 2002. The EDA will reconsider in future years,
as the EDA is able to utilize more of the Initiative Foundation's economic development programs.
The Initiative Foundation request ~vill be for~varded to the Elk River City Council for their review and
consideration.
Sincerely,_
Director of Economic Development
~ Pat ICdaers, City Administrator
Phone: 763.441.7420
Fax: 763.441.7425
www. ci.elk- river, mn.us
4UG:10.2001 8:32AM [N[TIAT[VE FOUND
Mary Beth Grams, Development Assistant
Direct Line: 3201631-2007
Emaih mbgrams@ifound.org
NO, 982 P, 1
INITIATIVE
FOUNDATION
Company Name:
Attention:
Date:
Fax #:
Phone:
# of pages including cover:
City of Elk River
Cathy
August 10, 2001
763/441-7425
6
[]
X
O
Urgent
Per your request
For your Information
RE:
Summary of Cities
Comments:
Phone:
405 Firs: ST, SE.
320/632-9255 * Fax:
Little Falls, MN
320/6~2-92~$
56345 .... ¢"
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AUG:lO, 2001 8'33AM INITIATIVE FOUND N0,982 P, 2
Summa~of Cities
as ofJuly ~I, 2001
*~'~LD--Over & Above original ask Phase IV FY97-99 FY00 F%f01 FY02 FY02 Phase I'V-V
_ Original Amount Amount Amount Request Amount Gift;Pldg
County City Name Rec~uest Received Received Received Amount i$cheduled To Date
or
Benton City.o£ Foley (HCP) 3,051.00 1,800.00 600.00 600.00 600.00 3,000.00
City of Gilman 307.50 0.00 0.00 300.00 0.00
City of Rice 1,057.50 978.00 326.00 652.00 326,00 1,956.00
City of RonnebX 81.00 0.00 0.00 100.00 0.00
City of Saul( Rapids (PHA~c 13,977.00 9~000.00 3,000.00 3,000.00 3,000.00 15,000.00
.... , .~,~ ;~.~,'.~.~.~ .,. ~.,~, ,, , ~,.,, ..... ,..,. ,...
Cass City of Backus 417.00 436.50 0.00 400.00 400.00 836.50
City of Bena 219,00 0,00 0.00 220.00 0.00
City of Boy River 72.00 0.00 0.00 100.00 0.00
City of Cass Lake (HCP) 1,317.00 889.00 494.50 . 1<583.50 1,384.00 2,,767.00
City of Chickamaw Beach 225,00 0.00 225.00 250.00 250.00' 475.00
City of East Gull Lal<e 1,287.00 429.00 429.00 429.00 429.00 1,287.00
City of Federal Dam 169.50 0.00 0.00 170.00 0.00
City o£ Hackansack (HCP) 381.00 0.00 0.00 400.00 0.00
City of Lake Shore 1,234.50 803,37 401.63 800.00 800.00 2,005,00
City of Lon~ville (I-{CP) 351.00 0.00 0.00 0.00 350.00 0.00
City of Pillager 472.50 970.00 ... 500,00 1,000.00 1,000.00 2,470.00
City of Pine River (HCP) 1,420.50 948.00 474.00 ...5.0.0.00 500.00 1,922.00
City. of Remer 529,50 517.50 0.00 520.00 520.00 1,037.50
, C. it7 of Walker 1,458.00 1,461.00 0,00 1,~00,00 1,500.00 2,961.00
'::, '.:.. :,.:, I. ,,:: .~ !,.~, '~..¢~e.t.~4'. ~$,,.~e..~,~;. ' [~lj~.~O' !: ~':' ~.~,.,;:!u,'~!.~: "I:'" "l"" "iN ;' ','~" .-,,~.., ,.,,,.:~'l1', ,F':"~ ,~'""i~'"[Fl~l~..~]N'~I, " "'Ilia'Ii'lilt, ' Iai;.'
Ckisa~o City of Center City 852.00 753.00 284.00 284.00 Due 7/0; 254.00 1,605.00
City of Chisago 3,139.50 1,000.00 0.00 1,000.00 1,000.00
City of Harris 1,474.50 0.00 0.00 1,000.00 0.00!
City of Lirtdstrom 4,081.50 1,361.00 1,361.00 1,361.00 1,361.00 4,083.00
City of North Branch (HCP 8,589.00 5,816.00 2,408.00 0.00 2,400.00 8,224.00
City of Rush City 2,421.00 2,421.00 0.00 0.00 1,200.00 2,421.00
City of Sharer 580.50 193.501 193.50 193.50 290.00 58030
City of Stacy_ 1,851.00 0.00 0.00 1,850.00 0.00
City of raylors Falls (Mc_p) 1,180.50 0.00 0.00 0.00 500.00 0.00
Cit)r of WY_O...mi~. (MC_P) 4,020.00 1,000.00 1,500.00 1,500.00 1,500.00 4,000.00
I';,.:%'., .:I!t,].;~:U:' " :' ,',I',' I'i;.'~ .'~Z~.,i!~,.'51]L~ji~',.' , i, !"1,~ ......... ' .................. i,,", ...... ', '" ....... '" ": ,,,ll~l .............. I ': ............ ,
..... ,,.
.. , , . ........ ~,,~ ,.',,~,,~,~.~.~
Crow Wing City of Baxter (HCP) 7,108.50 0.00 2,000.00 2,000.00 Pledg~ 6/02 2,000.00 6,000.00
_ City of Brainerd 18,88630 12,000.00 2,296.00 2,295.00 Pledge 7/02 2,295.00 /d~O~18,886.00
Ci~ of 13reezy Point (I-ICP) 952.$0 816.00 0.00 $00,00 500.00 L316.00
_ _ _ City of Crosby 3,208.50 0,00 0.00 500.00 500.00 $00.00
I C1~of Crosslake 2,145.00 2,020.50 0.00 1,4,30.00 Due 9/02 715.00 4,165.50
City of Cuyrma (HCP) 309.00 300.00' 0.00 300.00, 300.00
City of Deerwood (HCP) 787.50 0.00 800.00 0,00 ~00.00 800.06
iCity of Emily (HCP) 1,078.50 1,000.00 359.50 719.00 359.00 2,078.$0
City of Fifty Lakes (bICP) 583.50 0.00 0.001 300.00 300.00 300.00
AUG', 10, 2001 8'33AM INITIATIVE FOUND NO, 982 P, 3
Summary of Cities
as of luly 1,2001
*'"'~LD=Over & Above original ask Phase IV FY97-99 FY00 FY01 FY02 FY01 Phase IV-V
__ Original A,mount Amount Amou~tt Request Amount GiffdPldg
County City Name Request Received Received Received Amount Scheduled To Date
or I'N
City of Fort Ripley., 135,00 0.00 0.00 140,00 0,00
City of Garrison 207.00 205.50 225.00 210.00i 210.00 640.50
City of Ironton (t-ICP) 841.50 0.00 0.00 0,00 850,00 500,00 500.00
City_.of ~enkins 41210 0.00 0.00 420.00 0.00
Cit~ of Manhattan Beach a-lC] 87.00 94.50 87.00 ...... 100.00 100.00i 281.50
Cit~ of Nisswa (HCP) 2,310.00 500.00 0.00 1,500.00 1,500.00 2,000.00,
City of Pequot Lakes (I-ICP 1,329.00 884.00 442.00 442.00 Pled~ 4/02 442.00 2,652_00
City of Riverton 184.50 369.00 184.50 190.00 190.00 743.50
City of Trommald 148,50; 0.00 0.00 150.00 0.00
Isa.ntt City. of Bra_ham 1,785.00 1,156,00 578.00 600.00 Pled,~e ~/.02 600.00 3,534,00
~Cit~ o£ Camb~dge (HCP) 8,250.00 0.00 4,000.00 4,000.00 4,000.00
City of Isanti 3,030.00 0.00 0.00 0.00 1,000.00 0.00
Kanabec City_of Grasston 174.00 174,00 0.00 175.00 175.00 349.00~
Ct.fy of Mora 4,498.$0 4,580.28 0.00 1,500.00 1,$00.00 6,080.28
Cit~ .of..Ogilvie 793.50 1,187,50 200.00 233.33 Pledge 10/02 233.34 2,087.51
City of Quamba 195.00 0.00 0.00 200.00 0.00
Mille Lacs City of Bock 183.00 0.00 0.00 190.00 0.00
City of Foreston 565.50 0.00 0.00 560.00 0.00
ICit-,j' of Isle 918.00 895.00 306.00: 306.00 306.00 1,$07.00
City of Milaca 3,547.50 4,0...00.00 2,000.00] 2,000.00 Pled,~, 8/02 2,000.00 12,000.00
Ct.fy of Onamia 1,164.00 1,180.50 388.00 .7~_6.00 388.00 2,344.f0
City o£ Pease 264.00 264.00 0.00 0.00 125.00 264.00i
City of Princeton (HCP) 5,850.00 0.00 0.00 2,925.00 2,925.00 2,925.00~ 5,850.00
City of Wakkon 303.00 303.00 0.00 0.00 100.00 303.00
Morrison City of Bowlus 384.00 0.00 0.00 384.00 0.00
City of Buckrnan 300.00 0.00 0,00 300.00 0.0~
City of Elmdale 192.00 0.00 0.00 192.00 0.00
iCity of Flensbur$ 319.50 0.00 0.00 320.00, 0.00
City of Genola 124.50 0.00 0.00 126.00 0.00
City of Harding 183.00 61.00 61.00 61.00 6~.00 183.001
_ City of t-Ta~man 70.50 0.00 0.00 70.00 70.00 70.00
_ Cit]/of Las~p 172.50 174.00 172.50 0.00 170.00 346.50
~ City of Little Falls 11,470.$0 11,221,50 11,471.00 10,000.00 10,000.00 32,692.5~
City of Motley 736.50' 688.50 245.~0 245.501 Pledge 245.50 1,425.00
__ City of Pierz (HCP). 1,734.00i 1,627.50 0.00 1,150.00 1,150.00 2,777.50
City o£ Randall 879.00 723.76 0.00 390.00 390.00 1,1_13.76
.Ci~ o.f Royalton (HC.P) 1,221.00 810.00 405,00 405.00 Pledge 8/02 405.00 2,430.00
AUG: 10,2001 8'34AM INITIATIVE FOUND N0.982 P, 4
Summary of Cities
as of July 31,2001
[~'~)LD=Over & Above original ask Phase IV FY97-99 k-WOO FY01 Ira/02 FY02 Phase rv-v
Or/gina. I Amount Amount Amount Request Amount GifffPldg
County City Name Request Received Received Received Amount Scheduled To Date
City o£ Sobieski 306.00 0.00 0.00 200.00 0.00
City of Swanville 474.00 475.50 0.00 500,001 500.00 975.50
City of Upsala 558.00 O.OOI 0.00 5oo.o0 o.0~
Pine Cit~ of Askov 522.00 0.00 0.00 524.00 250.00
City. of Brook Park 199.50 199.50 0.00 200,00 199.50
City of Bruno 136,50 0.00 0.00 140.00 140.00 140.00
Ci~ of Denham 60.00 0.00 0.00 70.00 70.00 70.00
City of Finlayson 385.50 463.12 385.50 0.00 390.00 848.62
City of Hcnxiette 126.00, 123.00 126.00 126.00 249.00
City of Hinckley 1,711.50 ~`506.00 0.00 425.00; 425.00 1,931.00
City of t<e~rich 94.50 91.50 0.00 100.00 91.50
:City o.f Pine C/hr. 4,162,50 4,500.00 1,500.00 1,500.00 Pledse 8/02 1,500.00 9,000.00
[City of Rock Creek ~,669.~0 0.00 0.00 1,000.00 0.00
city of Rutledg. e 259.50 0.00 0.00 200.00 0.00
Gty of Sandstone 2,98330 1,952.00 976.00 1,000.00 ~,000.00 3,928.00
City of Stur.geon Lake ~73.50 0.00 100.00! 100.00 100.00 100.00 300.00
City of W'fllow River 442.50 0.00 0.00 200.00 0.00
Sherburne City, o~ Becket 2,566.50 1,000.00 1,000.00 500.00 500.00 ~7-/e%~ 2,500.00
City of Bi~ Lake (HCP) 6,033.00 1,000.00 0.00 0.00 1,000.00 /'7~ 1,000.00
Ci~ of Clear Lake 492.00 0.00 0.00 492.00 492.00 /(DC)~i 492.00
City o~ Elk River (HCP) 19,929.00 5,000.00 0.00 0.00 5,000,00 ~ 5,000.00
City of ?;mmerman (I-/C.P) 3,033.00 2,000.00 1,000.00 2,000.00 Pledge 2,000.00 ~.~/~
.... I' 'm' ,~., .~.' .,~,~1, ,,,!I~[}'~.,~i,.~;2.';:~j'.Z.! .... '""~,"~'"""l[""'"l:" ' " '" ' ~"
Stearus C/fy of Albany 2,551.50 0.00 0.00 1,500.00 0.00
City of Avon 1,660.50] 540.50 540.50 540.50 540.00 1,621.50
Icity o~ Belgrade (HCP) 1,063.$0 704.00 352.00 352.00 Pledse 12/02 352.00 2,112.00
]City o£. Brooten 925.50 0.00 0.00 450.00 0.00
Gty o£ Cold Spr/n~ 4,374.00 3,837.00 0.00 1,279.00 Pledge 9/02 1,279.00 7,674.00
City o~ Eden Valley 1,090.50 1,089.00 0.00 lr000.00 1,000.00[ 2,089.00
City o~ l/lrosa 312.00 0.00 0.001 320.00[ 0.00
City of Freeport 844.50 0.00 200.00 200.00 200.00
Cit7 of Greenwald 312.00 0.00 0.00 320.00 0.00
City of Holdin[ford 927.00 0.00 0.00 930.00 0.00
_ City of Kimball (HCP) 1,024.50 0.00 ~50.00 500.00 500.00 850.00
_ C/t7_oi Lake Hermy_ 133.50 0.00 0.00 140.00 0.00
Ci~ of Meire Grove 180.00 0.00 0.00 180.00 ' 0.00
C./ty of Melrose (HCP) 4,055.00' 1,976.25 1,361.00 1,361.00 Pledge 2d02 1,361.00 6,059.25
City of New Munich 489.00 0.00 500.00 500.00 500.00
City of Paynesville ~,451.50 2,400.001 1.200.00 1,000.00 1,000.o0 4,600.00
A'U~. ]0. 200] 8'35AM INITIATIVE FOUND NO, 982 P, 5
Summary of Cities
as of luI¥ ~ 1, 2001
] 9LD=Over & Above ori§inaI ask Phase 13; FY97-99 FY00 FY01 1't'02 FY02 Phase 13;-V
Original Amount Amount Amount Request Amomxt Gif-t/Pldg
Coun~ City Name Request Received Receive~ Received Amount Scheduled To Date
or
City of Pleasant Lake 204.00 250.00 300.00 200.00 $50.0~
City of Richmond 1,626.00 1,046.00 523.00 320.00: 320.00 1,889.00
City of Rockville 1,095.00 625.00 314.00 300.00 300.00 1,242.00
City of Roscoe 207.00 0.00 0.00 100.00 0.00
City of Sartell (HCP) 12,115.50 0.00 2500.00 2,500.00 2,500.00 5,000.00
Cit7 of Saul< Centre $,.728.50 6,050.00 500.00 $,600.00 2,800.00 2,800.00 14,950.00
__ City of Spring Hill 111.00 0.00 0.00 112.00 0.00
City of St. Anthony 120.00 0.00 0.00 100.00 0.00
C.i~ of St. Cloud ~C-P-E.$TO 87,969.00 10,200.00 5,200.00 5,400.00 5,400.00 ~z/'~ 20,800.00
Ci~ of St. ~oseph (HCP) 6,096.00 2,032.00' 2,032.00 2,032.00 2,032.00 6,096.00
City of St. Martin 429.00 42130 429.00 400.00 850.50
City of St. Rosa 111.00 223,~0 0.00 0.00 110.00
City of St. Stephen 1,275.00 798.00 399.00 1,000.00 1,000.00 2,197.00
City o£ Waite Park 9,600.00 3,000.00 3,000.00 3,600.00 3,600.00 9,600.00i
Todd~ City of Bertha 744.00 248.00 248.00 248.00 248.00 744.00
City of BrowetwilIe 1,155.00 1,16Z50 0.00 ~;:!50.00 $00.00 2,412.50
City of Burtrum 262.50 250.00 0.00 250.00 250.00
city of Clarissa 934.50 0.00 934.50 900.00 900.00 1,834.50
Cit), of Ea/ile Bend 787.50 792.00 0.00 264.00 264.00 1,056.0~
_ City of Grey Eagl__e 537.00 0.00 100.00 200.00 200.00 300.00
City of Hewitt 393.00' 391.50 262.00 131.00 131.00 784-~0
City of Lon. g Prairie (HCP 4,254.00 4,_~39.00 0.00 1,400.00 1,400.00 8,439.00
!No solicit City of Osakis 189.00 0.00 0.00 0.00 0.0~
_ City o~ Staples 4,498.50 4,431.00 4,498.5oi 4,_500.00 8,929.50
City of West Union 120.00 0.00 0.00 60.00 0.00
Wadena City of AkLrich 79.50 0.00 0.00 80.00
Cit7 o~ Menah~a 1,.~02.~0 1,612.50 1,1~5.~0 567.00 $67.00 3,315.00
Citz. of Nimrod 118,~0 0.00 0.00 100.00 0.00
: City of Sebeka 970.$0 1,47030 647.00 32330 323.00 2,441.00
_ City of Verndale 835.50 837.00 279.00' 279.00 Pled~e 279.00 1,674.00
_ City o£ Wadena (I-{CP) 6,403.50 1,000.00 1,000.00 4,500.00 2,000.00
Wright Cit--/of Albertville $,549.00~ 3,000.00 2,171.00 0.00 1,500.00
__ City of Annandale 3,618.00 1,206.00 1,260.00 1,152.00 1,152.00 3,615.0~
City of Buffalo/BuHalo ~ 13,986.00 3,000.00. 0.00 2,000.00 /'-/% 2,000.0~
City of Clearwater 1,098.00 0.00 0.00 1,100.00 0.00
City of Cokato 3,700.50 3,404.00 1,500.00 1,500.00 4,904.00
~. City of Da),ton 7,587.00 0.00 0.00 0.00 0.00
_City of Delano (HCP) 4,687.50 0.00 0.00 0.00 1,000.00
AUG. 10. 2001 8'35AM INITIATIVE FOUND NO. 982"--P. 6--'
Summary of Cities
as of July ~ I, 2001
]'~ '3LD=Over & Above original ask Phase IV FY97-99 1~00 FY01 FY02 FY02 Phase IV-V
_ Original Amount Amount Amomtt Request Amount Gift/Pld§
_ County Ci~., Name Reques~ Received Receive~ Received Amount $¢heduled To Date
_ City of Hanover 1,8~50 0.00 0.00 0.00 1,000.00 0.~
City of Howard Lake 2,442.00 1,721.00 0.00 0.00 1,000.00 1,721.0~
__ CiD/of Maple Lake (HCI 2,161.50 1,932.00 716.00 1:000.00 1,000.00 1,.000.00 4,648.00
City of Monticello 9,501.00 1,000.00 2,000.00 0.O0 2,000.00 ~ 3,000.00
City of Mon~ose 1,539.00 1,025.00 512.50 5!2.50 500.00 2,050.00
City of O~e~o 9,556.50 0.00 0.00 0.00 5,000.00 0.00
_ city of Rockford CHC3) 4,572.00 500.00 5O0.00 0.00 500.00 ~2% 1,ooo.o~
, City of South Haven 301.50 la2_50 1S9.00 0.00 150.00 301.50
_ Ci~ of St. Michael 10,800.00 0.00 0.00 5,400.00 Pledse 5,400.O0 /0(~10,$00.00
Ci~ of Waverl¥
· - 957.00 900.00 319.00 319.00 Pledge 319.00
TOTALS: 448,791.00 165,783.78 $1,447.6g 92,355.33 125,347.00 30,994.84 377,2S0.9~
TO:
FROM:
DATE:
SUBJECT:
Item
MEMORANDUM
Economic Development Authority
Catherine Mehelich, Director of Economic Development~
August 13,200 I
Consider Initiative Foundation Contribution Request
Attachments
* July 2001 Initiative Foundation Letter of Request for Year 2002
* August 2000 Staff letter to Foundation
* Initiative Foundation Business Investment & Grantmaking Programs
Issue
The Initiative Foundation is requesting the City's consideration for a contribution of $5,000
in the year 2002 to support the Foundation's programming and services.
Background
The City has taken the following actions with regard to the Initiative Foundation's past
requests:
1997 - $5,000 contributed ($2,500 EDA, $2,500 City Council)
1998 - 2000 Request denied
In 2000, the EDA directed' staff to provide the a{tached letter indicating denial of the request
for year 2001. In addition, the EDA asked staff to evaluate the programming and services of
the Foundation over the next year for reconsideration of the funding request in 2001.
While the Foundation has contributed over $100,000 to various community service projects
within the City of Elk River in the last year, staff has not had the opportunity to utilize the
economic development programs and services offered by the Foundation as a result of a lack
of qualifying projects. The Foundation has participated in the past on an investment level
with the EDA's Business Incubator companies. Attached is information about the
Foundation's business investment and grant making programs.
The Foundation's requested amount is based on population. The total amount requested
from the City of Elk River has been $19,929. Elk River is the second largest city in the
Foundation's region, behind St. Cloud.
Imtiative Foundation Funding Request
August 13, 2001
Page 2
Following is a surmna~T of cities in the region and the percentage of request granted to date:
% of Request Granted
Becket 97%
Big Lake 17%
Clear Lake 100%
Elk River 25%
Zimmerman 231%
Buffalo 14%
Monticello 32%
Rockford 22%
St. Cloud 24%
Staff believes the City of Elk River has already provided a fair percentage of the original
requested contribution. The current contribution to date of $5,000 as a percentage lies
within what other communities in the region have determined as the most appropriate
contribufon to the Initiative Foundation..
Requested Action
Staff requests direction from the EDA regarding the recent funding request by the Initiative
FoundatiOn. A contribution to the Initiative Foundation for the year 2002 is not included in
the proposed EDA budget.
_ity of ~,~t,~..~
Ell ¥ River
August 15, 2000
Mary Beth Grams
Initiative Foundation
405 SE First Avenue
Little Falls, MN 56345
Dear Mary Beth:
SUBJECT: CONTRIBUTION REQUEST
The Elk River Economic Development Authority recently reviewed the
Initiative Foundation's 2000 request for funding. We recognize and
appreciate that the Initiative Foundation has provided considerable financial
assistance to various community service organizations and activities in Elk
River.
The Elk River Economic Development Authority has directed staff to
evaluate the economic development services and programming provided by
the Initiative Foundation over the next year. The EDA will then reconSider
the Initiative Foundation's request for additional funding beyond the $5,000,
which has been contributed to date.
If you have any questions or comments, please feel free to call me at
763-441-4905.
Sincerely,
Catherine Mehelich
Director of Economic Development
C:
Pat Klaers, City Administrator
Economic Development Authority
13065 Orono Parkway · P.O. Box 490 · Elk River, MN 55330 · TDD & Phone: (612) 441-7420 · Fax: (612) 441-7425
Business Investment Page 1 of 5
INITIATIVE
FO~JN
Click on the following options to fmd out more information about the
Initiative Foundation's Business Investment Program.
Business Loans
Gap fmancing up to $250,000 for industrial, commercial and
technological service companies.
Loan Guarantees
Up to $50,000 maximum liability for small business ventures.
See.d Investments
Up to $50,000 to support and develop projects targeting advances in
technology and manufacturing. Funds are limited.
Access to capital is key to business start-ups, expansion, research and
development, and implementation of technology. The Initiative
Foundation acts as a "gap" lender, filling financing gaps for new and
expanding businesses in the 14-county service area. The Initiative
Foundation's goal in economic development is the creation and
retention of quality jobs with livable wages and benefits essential to
improving and maintaining a high quality of life in Central
Minnesota. The first step in obtaining an Initiative Foundation
business loan or loan guarantee is to connect with your local
economic development professional.
The following loan resources are available through the Initiative
Foundation.
Business l,oans
The Initiative Foundation Business Loan Program is designed to
assist business owners and conventional funding sources in financing
new and expanding businesses that provide quality job opportunities
and strengthen the local and regional economy.
Eligibility Requirements
· Small to medium-sized industrial, commercial, and technology-
based businesses located in the Foundation's 14-county service
area. Preference is given to:
· Valued-added natural resource/agricultural based products
processing.
· Manufacturing.
· High technology industries.
http ://www.ifound.org/html/businvt.htm 8/10/01
Business Investment Page 2 of 5
· Owners are expected to reside in the area. Under certain
circumstances, the owner residency requirement may be
waived.
· Job creation/j ob retention is required. Preference is given to
projects that offer job opportunities with livable wages,
provide broad employee benefits and leverage one job for each
$10,000 in loan funds.
· Local support must be proven, with preference given to
commumties that are establishing an integrated approach to
economic development planning. Businesses generally
considered ineligible include retail, consumer services,
conventional agricultural production and land development
enterprises.
Eligible uses of Loan Funds
Eligible project costs include land and buildings, construction,
remodeling, machinery and equipment, financing costs and working
capital. Ineligible uses include refinancing of debt, business
acquisition and non-owner occupied building construction.
Interest Rate/Loan Repayment Terms
Interest rates are determined on a case by case basis, but generally are
below market rate. Rates are fixed for the repayment term of the loan.
Repayment terms are generally determined by the useful life of the
collateral securing the loan, consistent with conventional lending
practices. However, Initiative Foundation loan dollars must be repaid
in full within ten years.
Credit Review/Collateral
Credit review criteria is consistent with most alternative lenders. All
required information must be supplied, adequate cash flow and debt
service must be clearly identified, and sales projections must be
supported. Owner commitment to the project must be shown,
generally in the form of owner equity in the project, and personal
guarantees for majority owners are required.
Proven management expertise and production experience must be
identified. As a gap lender, the Initiative Foundation considers higher
risk than conventional lenders in securing its loans. However,
collateral is required and evaluation of collateral is consistent with
conventional lending sources.
Application Process/Technical Assistance
Complete applications received by the 15th of each month will
generally be reviewed by the Initiative Foundation Loan Committee
by the 15th of the following month. Staff review of the application
includes a thorough analysis of application materials and a site visit
with owners. Incomplete applications may cause delay in review.
Local economic development professionals and Small Business
Development Centers are available throughout the Central Minnesota
region to assist new and expanding businesses. For a list of locally
supported technical assistance providers in the region, please contact
the Initiative Foundation office.
This program of the Initiative Foundation is supported in part by
Minnesota Department of Trade and Economic Development, the
USDA Office of Rural Development, The McKnight Foundation,
http ://www.ifound.org/html/businvt.htm 8/10/01
Business Investment Page 3 of 5
other foundations, local units of government, regional utility
companies, and corporate and individual donors.
If you have any questions, please contact Allan Beilke, Business
Finance Specialist.
The Business Investment Loan Program application is several pages
long and is not available for online downloading. To request a
business loan application, please contact the Initiative Foundation
directly.
Loan Guarautees
The Initiative Foundation has established a Loan Guarantee Program
available to lenders acting on behalf of their commercial borrowers.
Lenders provide standard commercial financing with this program
guaranteeing a portion of the loan against deficiency. The Loan
Guarantee Program is intended to increase the availability of credit
otherwise not available based on normal lender underwriting criteria
due to the newness of the business, lack of equity, collateral valuation
or other problems. The program is not intended to absorb the risks
associated with a weak or poorly managed business.
Program Structure
A. Guarantee Amount - The program guarantees up to 80% of the
original loan balance with a $50,000 maximum exposure or
80% of the loan deficiency plus expenses, whichever is less.
B. Guarantee Fees - There are no guarantee or loan administration
fees for this program.
C. Record Keeping - At the end of each calendar quarter the
lender will submit to the Initiative Foundation basic
information on each loan in the guarantee portfolio.
Geographic Area of Program
The Loan Guarantee Program is available for business development
projects located within the 14 counties served by the Initiative
Foundation.
Eligible Businesses
In order to be eligible for assistance the business must contribute to
the economic prosperity of Central Minnesota.
Financing Policies
A. Allowable Use of Proceeds
1. Fixed assets, including land and building purchases, building
construction, leasehold improvements, and renovations; and/or
2. Acquisition, renovation or moving machinery and
equipment; and/or
3. Working Capital.
B. Non-allowable Use of Proceeds
1. Generally not to refinance existing debt; and/or
2. Alcohol related businesses, pornography, speculative
ventures or gambling operations.
C. Interest Rate - Interest rate may be fixed or variable and can be
adjusted monthly, quarterly, semi-annually or any other period
http ://www.ifound.org/html/businvt.htm 8/10/01
Business Investment Page 4 of 5
agreed upon by the borrower and lender.
D. Term of Loan Guarantee - The term of the guarantee shall not
exceed five years, however, the loan can be amortized up to 15
years.
E. Collateral - Collateral securing the guaranteed loan may
consist of land, buildings, machinery, equipment, furniture,
fixtures, vehicles, inventory, accounts receivable, mortgages on
fixed assets held personally, assignment of the interest in a
Contract for Deed and assignment of life insurance.
F. Other Financing Policies
1. The recipient of a loan guarantee must be a for-profit
business entity organized in any manner permitted by the laws
of the State of Minnesota.
2. All loans must be adequately secured and personally
guaranteed to the satisfaction of the program staff.
3. All loan guarantees shall be subject to whatever agreements
and documents are reasonably necessary to protect the interest
of the program sponsors and to ensure that the purpose and
intent of this program are met.
4. Loan applicants must demonstrate that they are credit
worthy and have the ability to perform under any agreement
entered into with the lender.
5. All applicants receiving financing assistance must
demonstrate an acceptable level of job creation or retention.
6. This program is not intended for restructuring or refinancing
of existing debt with the lender.
Application Process
1. Lending official and applicant discuss project eligibility with
Initiative Foundation program staff.
2. Lending official completes application forms and submits
application and exhibits to the Initiative Foundation.
3. Program staff reviews application. Application is presented to
the President for final approval or denial.
4. Lender executes Loan Guarantee Agreement and loan is closed
in accordance with the Guarantee Agreement.
Note: At any point in the review process, the application may be
denied or sent back for further information.
(64K)
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~ of pangs.
Seed l.m'estments
The purpose of the Seed Fund is to promote the entrepreneurial
culture within Central Minnesota and promote the capacity of
manufacturing or technology-related companies to grow.
Eligible participants include individuals, small and medium size
businesses located in the 14 counties served by the Initiative
Foundation and the St. Cloud Regional Office of Minnesota
http ://www.ifound. org/htmlgousinvt.htm 8/10/01
Business Investment Page 5 of 5
Technology.
Eligible uses of funds include the development of new products or
technologies including:
· Product research and development.
· Working capital to develop new product(s).
· Market research and development of new product(s).
· Prototype development and testing.
· Other related uses deemed appropriate by the Central Minnesota
Seed Fund.
Investment maximum is $50,000. Project funding requires a minimum
of a 1:1 equity or cash match dollar for every dollar of Seed Fund
investments.
Investment instruments used by the Seed Fund will generally have
convertible options exercised by the Seed Fund as either direct loans
or equity positions deferred for 18 months.
The Central Minnesota Seed Fund is a cooperative effort of Initiative
Foundation and St. Cloud Regional Office of Minnesota Technology.
Download a PDF version of the Seed Investment Application
(64K)
View and print with Adobe® Acrobat® Reader Software.
Works In Progress Consultant Directory
The W_o..r!~_s_l.g?_r_ogr_e_..~_s_._.C. 9._n_..~g.!.t_g_~L~?_ec~tp_ry is a listing of
consultants serving Central Minnesota nonprofit organizations.
Top of pa~ge.
http ://www.ifound.org/html/businvt.htm 8/10/01
Grantmaking Page 1 of 3
INITIATIVE
The Initiative Foundation funds innovative projects that identify and
mobilize existing resources and involve local people in creative
problem solving. Our grant awards are made to eliminate barriers to
economic development and foster asset-based community
development. Priority consideration is given to projects originating
from integrated community planning such as our Healthy
Communities Parmership program. Grants are made to nonprofits,
local units of government and schools, and generally range from
$1,000 to $25,000. Applications are accepted on an ongoing basis.
The Initiative Foundation awards grants to assist with:
· Nonprofit Organizational Development (up to $2,000)
· Planning or short-term efforts (up to $5,000)
· Program implementation for single-community projects (up
to $10,000)
· Multi-community projects (up to $25,000)
· In select cases, grants (up to $50,000) will be made to
projects having a direct impact on children, youth or
families. Please contact Initiative Foundation staff prior to
submitting a request in this category.
Applications are accepted on an ongoing basis and are generally
reviewed within 90 days of receipt. The Initiative Foundation is
sensitive to varying levels of expertise in preparing grant
applications. Please call with questions pertaining to the application.
Click on the following options to find out more information about
the Initiative Foundation's Grantmaking Program.
E.O.~!!S .Areas
Projects the Initiative Foundation will consider
Review Criteria
What you should know before you apply
!n~lig!.b!e.Ex.l!~ns.¢s
Expenses the Initiative Foundation cannot fund
Download a PDF version of the Grant Application (87K)
View and print with Adobe® Acrobat® Reader Software.
Focus Areas
To be considered for funding, a project must work to achieve one or
more outcomes outlined in the following two categories:
/~ Economic Development Initiatives
http://www.ifound.org/html/grant.htm
8/10/01
Grantmaking Page 2 of 3
· Address barriers to economic development including, child
care, transportation, housing and workforce shortages.
· Develop entrepreneurial opportunities for youth.
· Provide training, technical support, or research for new and
existing businesses to promote Research and Development and
increase productivity and profitability.
· Support training opportunities for economic developers and
community leaders that strengthen economic development,
introduce and utilize new technology concepts, and promote
sustainability.
· Support projects that promote the prospects of self-sufficiency
for employed tow-income persons.
Community Development Initiatives
· Increase community leadership capacity through planning and
visioning processes, which might include convening activities,
training, asset inventories.
· Support local activities that strengthen communities by helping
to mobilize existing resources, especially for children, youth
and families and those projects that heighten the importance of
a sense of place.
· Support multi-community grants that address innovative ways
for communities to solve common problems and capitalize on
opportunities together.
T_TOp of page.
Review Criteria
Review Criteria: Narrative should generally follow the Minnesota
Common Grant Application with special emphasis on the items
listed below:
1. Applicants must be a 501(c)(3), local unit of government or
school.
2. Projects must benefit residents within the Foundation's 14
county region. The Foundation's geographic focus includes the
following 14 Minnesota counties: Benton, Cass, Chisago,
Crow Wing, Isanti, Kanabec, Mille Lacs, Morrison, Pine,
Sherbume, Steams, Todd, Wadena, and Wright. Funding
requests for projects outside of this geographic area will be
returned.
3. Applicants must show evidence of broad-based community
involvement in both the planning and implementation of the
project. Indicate how those affected by the project have and
will be involved in the planning, implementation, and
monitoring of the project. List contacts and phone numbers of
partnerships and collaboratives.
4. Applicants must demonstrate how local cash or in-kind
resources including volunteers, are being identified and
mobilized for the project. Include a detailed list of other
funding sources that are committed and pending.
5. Project ideas should show creative, innovative approaches for
addressing needs and opportunities. How is this project
different from other efforts?
6. Applicants should indicate how the project fits with the vision
and plans of the community. How does the project build local
relationships and a sense of community?
7. If project uses consultant(s), include their name(s) and detail
http://www.ifound.org/html/grant.htm 8/10/01
Grantmaking Page 3 of 3
their responsibilities.
8. Project narratives should describe how the proposal fits within
the funding priorities of the Initiative Foundation listed on the
front of this fact sheet.
9. Use the evaluation form and indicate that it measures results-
not efforts. What will change as a direct result of the project?
Ineligible Expenses
The Initiative Foundation cannot fund the following project
expenses:
· Ongoing operating support, replacement of government or other
funding.
· Endowments, local fund drives, scholarships.
· Religious activities
· Capital expenses (e.g. buildings, equipment, signs, trails,
vehicles, etc.)
· Multiple applications from a single organization at the same
time.
· Expenses incurred prior to receipt of grant award.
· Development or purchase of school curriculum
· Video production
http://www.ifound.org/html/grant.htm 8/10/01
July 17, 2001
INITIATIVE
FOUNDATIQN
Stephanie Klinzing, Mayor
City of Elk River
13065 Qrono Pkwy
PQ Box 490
Elk River, MN 55330-0490
RE: 2002 Budget Request for Initiative Foundation support
"It takes a noble man to plant a seed for a tree that will someday give
shade to people he may never meet."mDavid Truebl00d
Dear Mayor Klinzing & Members of the City Council,
Since its inception in 1986, the Initiative Foundation has invested $1,178,715 into the Sherburne County
economy in the form of grants to non-profits, local units of government, schools and loans for business
start-up and expansion (see enclosed project list). Those "seed funds" have leveraged an additional
$1,548,775, helped create or retain 201 jobs, and trained many community leaders. We have been and
continue to work actively in economic and community development, leadership training and support to
non-profits providing needed services to the residents and future residents of this county and your
:ommunity. A strong county provides the needed foundation for strong and healthy communities.
Our mission is to improve the quality of life for residents in our service area through comprehensive and
integrated community development. We really believe our five-year strategic direction," To invest in well-
planned collaborative community development endeavors that improve the economic vitality and overall health of
communities..." captures the reason for the City of Elk River to support our work. One Cass County
Commissioner put it this way when responding to the work the Initiative Foundation has done
relative to county support "I wish we got this kind of return on all of our investments." As a result, they
have increased their support to us significantly. Currently 13 of 14 counties and 114 of 160 cities value
our work and choose to support us financially. Support of our foundation is based on Minnesota Statute
469.191 Contributions to regional or local organizations. That statute is attached for your reference.
Much of the work we do would not be possible without the special partnership we share with city and
county governments in the 14 counties of Central Minnesota that we serve. Our economic development efforts
to help start-up and expand businesses relates directly to broadening the tax base. In addition we provide grant dollars to
area non-profit organizations, schools and local units of government for projects such as development of comprehensive plans,
housing studies, downtown revitalization efforts and intergenerati0nal activities. The City of Elk River's support does
have a direct impact as shown by these recent examples of projects we have funded:
Recent Grant activity in Sherburne County includes:
~ Livonia Township; Zimmerman, Planning for "Green" Township Hall ($5,0OO) - to support the
planning and design of a new township hall that will use recycled building products, recycles
construction waste and incorporate energy efficiency into the design.
Three Rivers Community Theatre (Elk River): Exterior paint for a mural to brighten a downtown
building. (Picture-it-Painted Program)
Elk River School District/Education to Employment Partnership; Youth Apprenticeship/Job Shadowing
($I 0,000) - to support youth apprenticeship and job shadowing with the technical trade.
Big Lake Visioning Committee; Lakes Area Multi-Purpose (LAMP) ($5,000) - to support planning
efforts for a multi-purpose, intergenerational recreation complex for community members.
Boys & Girls Club of Elk River; Crisis Training ($2,500) - to train team members in crisis intervention
skills.
Recent Loan activity in Sherburne County includes:
~ Eighth Street House, Big Lake
~ Raymond P. Chock Trucking, Elk River
We are pleased to inform you that we have implemented two new programs this year, which are available
to lakes associations and non-profit organizations. Our Environmental Initiative coordinated by Don
Hickman has a goal of restoring a sense of personal responsibility for preserving lakes and rivers by
adopting a citizen-participation approach to water management plans. The Healthy Organizations
Partnership (HOP) is designed to increase the capacity of nonprofit organizations so that they can better
accomplish their respective missions and is headed up by Brad Kruse. Fact sheets are enclosed for your
review.
We believe in planting seeds that build strong communities, counties and ultimately a strong Central
Minnesota region. In our 15-year history, the Initiative Foundation has improved the quality of life in the
region by:
· Making 1,515 grants totaling $11.7 million.
· Making 570 loans totaling $13 million.
· Leveraging $72.9 million in private business investment.
· Creating or retaining more than 5,260 jobs.
· Training more than 835 community leaders.
Our thanks to the City of Elk River for its $5,000 contribution (since July '96) toward our fundraising
efforts thereby supporting our programs and services. We invite you again this year, to support our
work with a gift of $5,000 in 2002.
We truly appreciate your past support and consideration of this annual request. We would be happy to
provide an update to the City Council at a scheduled meeting. Please feel free to contact Mary Beth
Grams at 877/632-9255 (x2007) or mbgrams@ifound.or.~ to arrange for a presentation.
Sincerely,
Kathy Gaals'wyk
President
Connie Marcyes
Director of Development
PURPOSE' The Healthy Organizations Partnership (HOP)isa program designed to INITIATIVE
~~'e capacity and effectiveness of nonprofit organizations in Central MinnesotaFOU N DATION
so they can better carry out their respective missions. Using a unique integrated
program approach the Initiative Foundation assists organizations in providing essential services,
offering volunteer opportunities, and generating local philanthropic activity in a strategic manner.
HOP KICK-OFF EVENT: The Healthy Organizations Partnership program begins each spring with a
special "Kick Off" session. Key staff and board members from all nonprofit organizations in our
fourteen county region are invited to attend this interactive event. Participants will hear about the
emerging issues and opportunities that nonprofits face, discuss the stages of nonprofit organizational
development and conduct a preliminary self-assessment. Based on the results of the self-assessment,
the Foundation helps each nonprofit determine the level and type of support needed to build a
healthier, stronger organization.
PROGRAM COMPONENTS: The Initiative Foundation staff, along with experienced development
consultants, provide the following support programs:
Discretionan/Training and Assistance: Organizations having effective strategic plans in place,
yet experiencing difficulties in specific organizational areas (such as governance, finance, human
resources, fundraising, etc.) are offered technical assistance, elective workshops, promising practices
information, and/or up to $2,000 in grants for organizational development g0al implementation.
Multi-Year Training and Assistance: Nonprofit organizations indicating a greater need for
strategic planning and advanced support are invited to apply to participate in a two-year
training and assistance program. Five to eight organizations, with similar focus areas, are
involved in each program round. Teams of 5 - 7 board and staff members attend the sessions
during the two-year period. The multi-year program includes extensive self-assessments, governance
and policy training, a local strategic planning session, elective workshops, peer ment0ring, ongoing consultation and
evaluation, and up to $5,000 for organizational development planning and implementation.
"KICK-OFF"'
INTRO TO
HEALTHY O.D.
Emerging N.P. Issues,
Stages of Development.
Introductory Self-Assmt.
Determine Levels of
Training & Support needed.
OUTCOMES
Reduced Turnover, Increased
Volunteerism, Expanded
Funding Qpportunities,
Increased Community
SUDDOrt...
HOP MULTI
YEAR TRAINING &
ASSISTANCE
Training, Strategic
Planning, Technical
Assistance, Elective
Workshops, Consultation,
tluation and Sustainin,
DISCRETIONARY SUPPORT
Technical Support, I&R,
Promising Practices, Elective
Workshops. Evaluation,
Sustaining.
ELECTIVE
WORKSHOPS
· Grant Writing &
Fundraising
· Governance
· Fiscal Management
· Legal Requirements
· Diversity
· Personnel Issues
· Asset Mapping
· Effective Meetings
OENTFLNL MINNESOTA'S
INITIATIVE FUND
LITTLE FALLS, ~v[N
P~ONE:
GRANT FUNDING: The Initiative Foundation holds the belief that healthy organizational
development happens not as a result of a great number of dollars bein£ spent, but by identifying the
resources and assets of those involved. Small grants (up to $2,000 for Discretionary Support and up to
$5,000 for the Multi-Year Training Program) are available to participating organizations. The grants
may be used to cover travel expenses to the training sessions, costs associated with holding a local
strategic planning session, consultant fees and other costs for implementing organizational
development goals. Ineligible expenses include capital expenditures, retroactive funding, or projects
that do not assist with the planning process or support the goals of the plan.
Nonprofit organizations successfully completing Healthy Qrganization programs will receive careful
consideration for follow-up program funding.
REQUIREMENTS: All nonprofit organizations in the Initiative Foundation's fourteen county service
region are invited to attend the annual HQP Kick-Qff Session. Qrganizations entering one of the HQP
program areas must have IRS 501 (c) 3 determination, one paid staff or key consultant, an actively
engaged board of directors, a willingness to commit additional resources to their organizational
development efforts, a past record that indicates a willingness to address change and a mission that
generally fits within the Initiative Foundation's priority areas.
TO APPLY:
Discretionary grants: Complete the Minnesota Common Grant application form. Applications are
reviewed on an on-going basis with a decision generally being made within 90 days after receipt.
Qrganizations are encouraged to contact Brad Kruse to discuss their proposal before applying for a
discretionary grant.
Multi-year Training and Assistance: Contact Brad Kruse to discuss your organization's interest in
applying. Complete a specialized application form. Often a site visit will be conducted before or after
your organization applies. Selection will be made within 30 days of application date.
Next Application dates
Fall 2001 -Applications are due, Monday July 2,
Winter 2002 - Applications are due, Monday, DecemBer 3, 2001.
For more information please contact:
Brad Kruse
Organizational Development Specialist
The Initiative Foundation
405 First Street SE
Little Falls, MN 56345
bkruse@ifound.org
Phone: 320.632.9255
877.632.9255 toll-free
This program is funded through grants from the Qtt0 Bremer Foundation,
The McKnight Foundation and other donors.
F:\HOME\brad\HOP Fact Sheet.doc
INITIATIVE
FOUNDATION
"I47e don't manage resources, we manage human behavior. The resources wi J[ take care
of themselves just fine. It's the human influence we interject on the resources that cause
the problem." John Sumption, Cass County Water Planner
PURPOSE: The Healthy Lakes Program builds the capacity of citizen leaders to
develop and implement lake or river management plans. Over two sessions, participating
lake and river advocacy groups will be trained to develop a locally shared vision and
plan, set measurable goals and report on their progress and outcomes, all of which are
conditions of entering the program. The program is designed to:
ImProve leadership skills of key lake/river association members.
Provide a forum for shoreline property owners to plan for the future of their
watershed.
· Provide opportunities for shoreline property owners to network, work cooperatively
and learn fi.om each other and create a voice for healthy waters in central Minnesota
· Establish visions, missions, goals, and management plans for their watershed, using a
template developed by the Healthy Lakes program and modeled after the State
Interagency Lakes Coordinating Committee guide.
Establish indicators to measure the success of each association's efforts.
Provide training, technical assistance and support to associations as they go through
the process of planning and project implementation.
TRAINING: The team will participate in two training sessions. The sessions cover the
following topics: communication skills, conflict management, working together to get
things done, strategic planning, asset assessments, and resource identification for project
implementation. Local and regional resource agencies are brought in to share brief
overviews of their services and support they can provide as the groups develop and
implement their plans.
Association members participating in the training program would be expected to
work with fellow shoreline property owners by inviting them to learn more about critical
issues facing their watershed's future and steps they could take to make a positive impact.
Members will also invite them to take part in the visioning and planning sessions.
GRANT FUNDING: Grants up to $20,000 are awarded to an organization that serves a
number of participating lake or river advocacy groups. This could be a County
Organization of Lake Associations, Watershed Board, or other qualifying agency or
organization. That organization then forwards funds to associations as they meet their
conditions of participation.
GENTRAL ~INNESOTA'$
INITIATIVE FUND
405 FIRST STREET SE
LITTLE IF?-LL $ ·
' PHONE: 820.632.925~5
: E~x; 320.~532.92~8
REQUIREMENTS: To apply for the program, an association should have five to eight
citizens who are committed to planning effectively for the future of the resource. As a
funding requirement, the leadership team must commit to having a minimum of five
participants at both training sessions. They should also be willing to recruit additional
shoreline residents to participate in the process. A Lake or River Management Plan must
be completed and implementation toward one or more of the identified goals must begin
to receive full funding under the grant.
PROCESS: Local associations should apply to the sponsoring organization, which in
turn submits a written application using the Foundation's guidelines. If initial criteria are
met, the applicant will be asked to host a site visit. At the site visit, Foundation staff will
explain the program in more detail and ensure that it is the right option for the applicant
and participating associations. After the site visit and review of the application,, the
Foundation will determine acceptance into the program. In some cases, a smaller grant
may be offered to initiate a planning process to prepare for program entrance.
For more information and application materials, please contact:
Don Hickman, Environmental Specialist
Initiative Foundation
405 First Street SE
Little Falls, MN 56345
(320) 632-9255
Fax: (320) 632-9258
E-mail: dhickman~ifound, org
Website: www.ifound.org
INITIATIVE
FOUNDATION
"We don't manage resources, we manage human behavior. The resources will take care
of themselves just fine. It's the human influence we interject on the resources that cause
the problem." John Sumption, Cass County Water Planner
The Initiative Foundation is implementing an integrated Environmental Stewardship
Initiative that will positively impact communities throughout the fourteen counties of
Central Minnesota. Our environmental initiative consists of the following five
components:
· The Healthy Community Partnership (HCP) Program: The Healthy Communities
Partnership program is the flagship initiative of our community development efforts.
Through this multi-year training and assistance program we provide multi-
generational teams with the tools, education and resources they need to develop
integrated strategic plans. Once a shared vision is reached and plans are in place,
community leaders stand ready to implement the environmental, economic, and social
well-being goals necessary to build sustainable communities. Currently over 65% of
the HCP plans include environmental goals addressing resource conservation,
planned growth and sustainable development. To date, over 500 people, representing
33 teams from over 50 communities have participated in the HCP program.
· The Healthy Lakes Partnership (HLP) Program: We have adapted our HCP
curriculum to provide a leadership and capacity building program for members of
lake and river associations in Central Minnesota. Supported by The McKnight
Foundation and the Laura Jane Musser Fund, this integrated assistance program trains
local leaders to develop comprehensive lake management plans. When they complete
the training, teams then become eligible for follow-up funding to implement the goals
identified in their plan. To date 187 people, representing 22 associations have
participated in the program.
· The Healthy Organizations Partnership (HOP) Program: The HOP program is a
newly formed initiative, supported by the Otto Bremer Foundation, that increases the
capacity of regional non-profit organizations so they can more effectively carry out
their respective missions. We have also received additional financial support from
The McKnight Foundation to run a special round of HOP training for eight
environmental conservation-based organizations.
· Community Wastewater Treatment Assistance: The Foundation, supported by The
McKnight Foundation and in partnership with the University of MN Extension
Service, will provide technical and financial support to rural communities and lake
associations considering creative and cost-effective wastewater treatment methods.
G ENTR~L MINNESOTA'S
I N ITL~.TIVE FUND
40~ FIRST STREET SE !
LITTLE F,~LLS, ~N 56345
PHONE: 320.632.9255
! F~'~X: 320.632.9258
Sustainable Development & Resource Conservation Assistance: By providing
follow-up training, technical assistance, financial support and resource and referral
services, the Foundation will support our program participants (HCP, HLP and
conservation-based HOP) to implement sustainable development and resource
conservation projects in their neighborhoods and communities.
For more information and application materials, please contact:
Don Hickman, Environmental Specialist
Initiative Foundation
405 First Street SE
Little Falls, MN 56345
(320) 632-9255
Fax: (320) 632-9258
E-mail: dhickman~ifound.org
Website: www.ifound.org
INITIATIVE
FOUNDATION
BOAR0 0P 0 R ETOR5
Barrett Colombo, St. Cloud
Attorney, Rinke Noonan Law Firm
Bill Scarince, St. Cloud
President, WF Scarince, Inc.
Gloria Edin, Staples
Todd County Hispanic Liaison
John Schlagel, Cambridge
Schlagel, Inc.; Board Chair
Don Engen, Pequot Lakes
CPA, LAWCO
Steve Shelley, Little Falls
Shelley Funeral Chapels;
Board Secretary/Treasurer
Dave Gruenes, St. Cloud
Steams County Electric; Board Vice-Chair
Dorothy Simpson, St. Cloud
Retired College Vice President
John Hoefs, St. Cloud
Healthcare/Legal
Pat Spence, Rice
University of MN Board of Regents
Catherine Jackson, Waverly
President, Citizens State Bank
George Wallin, Big Lake
General Manager,
Sherbume Tele-Systems, Inc.
Janet Moran, Brainerd
Board of Education Chair
Warren Williams, Brainerd
Presiden t, Brem er Ban k
A.I. Musah, St. Cloud
Dept. of Science & Engineering, $CSU
405 First Street SE; Little Falls, MN 56345 · Phone: 320/632-9255 · Fax: 320/632-9258
,, www.ifound.org ·
/ °& cra r¥
Allan Belike
Business Finance Specialist
E-mail: aDeilke@ifound.org
Linda Kaufmann
Grants ,Specialist
E-marl; Ikaufmann@ifound.org
Kathy Gaalswyk
President
E-mai/: kgaalswyk@ifound, org
Mall Kilian
Communications Manager
E-mail; mkilian@ifound, org
Sharon Gottwalt
Loan Assistant
E-maih sgo ffwalf@ifound.org
Kris Kowalzek
Administrative Assistant
E-ma/l: kkowalzek@ifound, org
Mary Beth Grams
Development Assistant
E-mail; mbgrams@ifound, org
Brad Kruse
Organizational Dev..Specialist
E-mai/; bkruse@ifound, org
Don Hickman
Environmental ,Specialist
E-marl; dhickman@ifound.org
Connie Marcyes
Director of Development
E-mail; cmarcyes@ifound, org
Sherry Holmgren
Accounting Assistant
E-mai/; slqolmgren@ifound, org
Leah Posterick
Program Assistant
Lynn Houle
Accounting Manager
E-mai/; Ihoule@ifound.org
E-mail: Iposterick@ifound. org
John Kaliszewski
Director of Economic Development
E-ma/I; '_lkaliszewski@ifound. org
Karl Samp
Director of Community Initiatives
home Phone; [218) 828-07.52
E-ma/I; ksamp@ifound, org
Catherine.Stoch
Community Development .Specialist
E-mail: cstoch@ifound.org
Lois Kallsen
Receptionist
E-maih Ikallsen@ifound. org
Not pictured:
Lonna Becker
Program Assistant
E-mail: Ibecker@ifound. org
405 First Street SE; Little Falls, MN 56345 · Phone: 320/632-9255 · Fax: 320/632-9258
· www.ifound.org ·
Projects Funded in
(through 5/31/01)
Sherburne County
I N ITIATIV E
FOUNDATION
GRANTS AWARDED ...
ORGANIZATION NAMF
FY 2001
2001 Arts Alliance, Elk River *
Big Lake Visioning Committee
Boys & Gids Club of Elk River
Boys & Gids Club of Elk River *
Central MN Sexual Assault Center, St. Cloud *
Elk River Area Arts Council *
Elk River Community Theatre *
Elk River School Distdct *
Elk River School Distdct *
Elk River School Distdct *
Elk River School Distdct *
Elk River School Distdct
Elk River School District/Parents Involved Network, Salk Jr. High
Land of Lakes Choirboys, Elk River
Livonia Township, Zimmerman '
Lord of Glory Lutheran Chumh, Elk River *
Opportunity Partners, Inc., Elk River '
Rogers Lions Club *
St. John Lutheran School, Elk River'
Special Olympics of Elk River '
Three Rivers Community Theatre '
FY 2000
Big Brothers Big Sisters of Central MN *
Big Lake School District
City of Zimmerman
Elk River Area Schools '~
Elk River Area Schools Special Education *
Elk River Area Women of Today '
Elk River Corem unity Theatre '
Elk River School Distdct *
Elk River School District EBD '
Greater Zimmerman Area Chamber of Commerce *
Opportunity Partners, Inc, *
Rivers of Hope, Elk River
Rivers of'Hope, Elk River *
Rum River Health Services, Inc, '
Zimmerman Elementary '
FY 1999
2001 Arts Alliance, Elk River *
City of Zimmerman
Education to Employment, Elk River
Elk River Area Arts Council *
Elk River School District *
Livonia-Zimmerman Voices for Com. Choices *
Rivers of Hope, Elk River *
Sherburne County
Sherbume County Extension Service '
Sherbume County Public Health
St. John Lutheran School, Elk River '
St. John Lutheran School, Elk River '
The 2001 Committee, Inc., Elk River
The 200'1 Committee, Inc., Elk River
Artsoup 2001
Lakes Area Multi-Purpose (LAMP)
Crisis Training
Education Program
Central MN SANE Project
Newsletter Development
Fall/Spring Concert Sedes
Computer Replacement
Elk-Hi Stadium
Endched Tutodal
Parent Handbook/Background Checks
Youth Apprenticeship/Job Shadowing
PC Lab
Town Choir Tour
Planning for "Green" Township Hall
National Youth Gathering
Household Fumishingsllmprovements
School District Finance News
Outdoor Education Event
Team Expenses
Mural Painting
Eastem Sherbume Co. Branch Office
Co-location
Zimmerman Youth Center
Landscaping for Pleasure & Achievement
Parent Networking Project
Lice Bucket Program
Performance Schedule
Scholarships
Mental Health Forum
"A Frontier Holiday"
Furnishings and Appliances
Youth Advocacy Program
Safe Start
Northland Women's Health Event
Read To Succeed
ArtSoup-EIk River Area Comm unity Art Festival
Livonia/Zimmerman Voices for Community Choices
EEP Coordinator
General Operating
Community Band and Choir
Building a Community of Promise
Violence Prevention/intervention Services
Scenic Area Land Preservation
Sherbume County Master Gardeners
Completing the Circle of Prevention-An Assessment of Par(
Art Immersior Day
St. John Theatrical Exposure Event
Elk River Area Planning & Visioning Preparation
Healthy Community Partnership Training
AMOUNT
$5,000
5,000
2,500
5,000
10,000
1,935
3,670
6,050
10,000
5,000
~13,600
10,000
35,200
5,000
5,000
4,732
3,500
1,800
4,050
5,000
3,000
4,000
5,000
30,000
1,000
2,302
4,950
1,500
50O
1,250
1,000
1,000
15,000
10,000
1,000
500
1,000
10,000
10.000
3,000
300
3.000
4.0O0
5.000
6O0
2,500
550
750
2,500
10,000
ORGANIZATION NAME
FY 1998
2001 Arts Alliance, Elk River '
City of Becker
Elk River Area Chamber of Commeme
Elk River Area Citizens League *
Elk River School Distdct *
Elk River Youth Initiatives '
Guardian Angels of Elk River, Inc.
Rivers of Hope, Elk River ·
P..W. Handke Magnet Elem. School, Elk River
Salk Jr. High Improv Troupe, Elk River '
St. Andrew's Catholic School, Elk River'
FY 1997
Big Brothers/Big Sisters, Elk River
Big Brothers/Big Sisters. Elk River'
Big Lake School Distdct
City of Big Lake
City of Elk River '
City of Elk River '
City of Rogers °
City of Zimmerman
Elk River School Distdct
Guardian Angels of Elk River, Inc. '
Rum River Health Services, Elk River
The 2001 Conf. Planning Committee, Elk River
FY 1996
Big Brothers/Big Sisters, Elk River
City of Big Lake
Elk River Community Theatre '
Elk River Leadership Council '
Land of Lakes Choirboys, Inc., Big Lake ·
Parker Elementary School, Elk River '
Rivers of Hope, Elk River '
Rivers of Hope, Elk River '
FY 1995
Big Lake School District
City of Elk River/Chamber of Commerce
Elk River Area Citizens League '
Rivers of Hope, Elk River '
Village Family Service Center, Elk River '
FY 1994
Elk River Area Arts Council °
Sherbume Natural Histo~; Zimmerman
The 2001 Committee, Inc.. Elk River
The 2001 Committee, Inc., Elk River
FY 1992
Elk River Community Education
FY 1991
Child Care Mini Grants
City 'of Becker
FY 1990
Greater Elk River Task Force
Sherbume Count~ Historical Society, Becker
Sherbume Economic Development Com.
The 2001 Committee Inc., Elk River
TLC and Company, Inc., Elk River
FY 1989
City of Elk River
Sherbume County Health Services
Sherbume County Social Services
FY 1988
Central MN Mental Health Center, Elk River
City of Zimmerman
Sherbume County Health Services
FY 1987
Sherbume County Health Services
AMOUNT
Elk River Area Community Art Festival
Senior Housing Study
Leadership Elk River
County Committee Structure Study
VandenBerge Community Center
Youth Initiatives Mentodng
Child Care Center
Youth Advocacy Program
Odyssey of the Mind Training Sessions
Improv Troupe
COMPAS Artist Residency Program
1,500
1,000
1,500
1,000
3,000
3,400
10,000
4,000
250
2.550
9OO
Sherbume County Expansion Project
Eastern Sherbume County Branch Office
Focus Group
Implementing Community Vision
Education Officer Project
Elk River Hedtage Festival
Senior Housing Study
Creating A Healthy Sustainable Community
Sherburne County Violence Prevention Activity
Elk River Senior Center/Dining Site
Rum River Inter-Faith Careg~vers
Enriching Our Communities
5,000
2,000
10,000
10,000
4,000
1,000
2,0?0
10,000
8, DO0
3,000
5,000
75O
Sherbume County Expansion Project
Area Community Planning/Leadership Dev.
My Fair Lady
Area Youth Salute
Salem Boys Choir Festival
Software Language Enhancement
Community & Youth Advocacy
Youth Advocacy Program
HELPS
Leadership of Elk River
Arts in Building a Healthy Community
Youth Violence Prevention
Expanded Education
strings for Youth Programs
From Plow Furrows to Prairies
Elk River Area Youth Task Fome
Education Awareness
10,000
2,500
2,500
1,000
1.9O0
699
1,5OO
5,300
2.500 "-
1,000
1,500
1,500
2,100
1,000
10,000
25,000
2,050
Community Volunteer Network
Sixteen Individual Awards
Community Planning
Domestic Violence/Advocacy
Courthouse Preservation
Community Planning
Youth Survey Conference & Action Plan
Facility Improvements/Staff Training
Wilderness Trail
Central MN Water Quality
Young Parents Program
15,000
2.563
1,000
12,000
4,000
1,000
1
3,887
5,000
44,20O
1,350
Community Response to Youth Stress
Community Planning
Community AIDS Education
3,000
1,000
10,000
Water Quality
34,352
TOTAL GRANTS (119): $578,490
SCHOLARSHIPS AWARDED ...
FUND NAME
FY 2001
Chadty Evenson Memorial*
FY 2000
Charity Evenson Memorial'
Chadty Evenson Memorial'
Powell Scholarship Fund*
Zimmerman Lions PTO*
FY 1999
Charity Evenson Memorial*
Z. immerman Lions PTO*
FY 1998
Powell Scholarship Fund*
Zimmerman Lions PTO*
FY 1997
Zimmerman Lions PTO*
FY 1996
Powell Scholarship Fund*
Zimmerman Lions PTO*
FY 199~i
Powell Scholarship Fund*
Zimmerman Lions PTO*
FY
Powell Scholarship Fund*
Zimmerman Lions PTO*
FY 1993
Powell Scholarship Fund*
RECIPIENT/COMMUNITY
Northwestern College
Elk River High School (3 awards of $500 each)
University of MN
Elk River High School
Zimmerman Elementary School
Elk River High School (4 awards of $500 each)
Zimmerman Elementary School
Elk River High School
Zimmerman Elementary School
Zimmerman Elementary School
Elk River High School
Zimmerman Elementary School
Elk River High School
Zimmerman Elementary School
Elk River High School
Zimmerman Elementary School
Elk River High School
TOTAL SCHOLARSHIPS [20):
' Denotes awards made by the Three Rivers Community Foundation,
a component fund of the Initiative Foundation.
MULTI-COUNTY PROJECTS ...
ORGANIZATION/PROJECT TITI F
FY 2001
Catholic Charities. St. Clouci;
Foster Grandparent 35th Recognition
Central Lakes College SBDC, Brainer0;
Business Technical Assistance for
Women and Minorities
Central MN Community Foundation, St. Cloud;
Stephen Covey Event
Central MN Housing Partnership;
Affordable Housing Project Development
St. Cloud Area Housing & Redevelopment Authority;
Regional Labor Fome Assessment
Benton, Isanti, Kanabec, Mille Lacs, Morrison. Steams,
Todd. Wadena
Benton, Cass. Chisago, Crow Wing, Isanti, Kanabec, Mille
Lacs, Morrison, Pine, Sherbume, Steams, Todd, Wadena,
Wright ~- '
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, Mille
Lacs, Mon-ison, Pine, Sherbume, Steams, Todd, Wadena,
Wdght
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, Mille
Lacs, Morrison, Pine, Sherbume, Steams. Todd, Wadena,
Wdght
Benton, Cass, Chisago, Crow Wing, Isanti, Kanabec, Mille
Lacs Morrison, Pine, Sherburne, Steams, Todd, Wadena,
Wdght
AMOUN~
$500
1,500
500
250
2,500
2,000
6OO
250
600 '
500 '
250 ~
250
555
25O
500
250
$11,925
GRANT
$2,500
5,000 ' -
10,000
50,000
25,000
TOTAL MULTI-COUNTY PROJECTS (5): $92,500
EXAMPLES OF LOANS AWARDED ...
Eighth Street House, Big Lake
(Buffalo National Bank)
Raymond P. Chock Trucking, Elk River
(The Bank of Elk River)
FY 1999
Northstar Photonics, Inc., Elk River
FY 1998
Protector Care, Inc., Elk River
Windmark, Inc., Zimmerman
(Breda Savings Bank - Breda, IA)
FY 1996
Marketech, Inc., Elk River
(First National Bank - Elk River)
FY 1995
Mastoni's Pizza, Becker
(Sherburne State Bank- Becker)
FY 1994
Brumar, Elk River
(Breda Savings Bank - Iowa)
Freeport Finishing, Zimmerman
(Princeton Bank - Princeton)
Sherbume County Insurance, Elk River
(The Bank of Elk River)
FY 1992
Darter Plastics, Inc., Becker
Diaper Express, Zimmerman
(First National Bank-- Elk River)
FY 1991
Rohn Ironworks, Elk River
(First National Bank - Elk River)
FY 1990
Marketech, Inc., Elk River
(First National Bank - Elk River
FY 1989 ,- , .......
Horn Machine, Elk River
(First National Bank - Elk River)
Key Pattern, Elk River
FY 1988
Pomeroy Tool, Elk River
(First National Bank- Elk River) '
Group Foster Home
Independent Truck Driver
High Pedormance Laser
Carestair-Half Height Step Asst.
Design/Mfg. Rescue Air Boats
Electronic Testing Service
Pizza/Deli
Welding
Finishing
Insurance Agency
Plastics Manufacturing
Diaper Service
Structural Steel Fabricating
Electronic Testing Service
Millwork Manufacturing
Pattem Design
Tooling
TOTAL LOANS (22): $588,300
Total Business Investment Leveraged: $1,548,775
Total Jobs Created or Retained: 201
Expansion
Start-up
SEED Investment
Expansion
Start-up
Expansion
Expansion
Expansion
Start-up
Expans'~on
Expansion
Start-up
Expansion
Start-up
Start-up
Expansion
Expansion
GRAND TOTAL OF GRANTS, LOANS & SCHOLARSHIPS
IN SHERBURNE COUNTY $1,178,715
City Council Minutes Page 3
July 23, 2001
HAPPEN THEN THE CITY CONSIDER AN ASSESSMENT WHERE THE
CITY AND PROPERTY OWNERS PAY FOR THE PROJECT WITH THE
PROJECT BEING COMPLETED NEXT SPRING. COUNCILMEMBER
TVEITE SECONDED THE MOTION. THE MOTION CARRIED 5-0.
4.4. G.I.S. Update
4.5.
4.6.
Director of Planning Michele McPherson updated the Council on the County's G.I.S. system
and the proposed timeframe for completing the parcel mapping project of the City's base
map. She noted that it is the County's goal to finish the City of Elk River by the end of 2002.
Michele indicated that she would continue negotiations with the County to see if it would be
possible to finish the project sooner.
Mosquito Control
Building and Zoning Administrator Steve Rohlf explained that this is an informational
hearing for mosquito control. Steve introduced Nfike McLean of the Metropolitan Mosquito
Control District. Mr. McLean indicated that the Mosquito Control Districts controls larva
mosquitoes explaining that this service costs approximately $4.00 per household. He noted
that this was an unusual year for mosquitoes and stated that his department has received
many mosquito calls from Elk River residents. Mr. McLean noted that they also provide
services outside of the metro area such as disease control. He indicated that if the City want
to use the services of the Metropolitan Mosquito Control District, it would be best for the
City to go through Sherburne County.
Steve Rohlfintroduced Paul Moore of Moore's Ag. Center, a private mosquito control
contractor. Mr. Moore indicated that he could provide mosquito for Elk River at $3.00 per
capita for the months of June, July and August. He indicated the cost would be less if he did
not need to spray during all three months.
Mayor Klinzing suggested that this issue be presented to the Council during budget
discussions. She noted that she is interested in having a contracted service. Councilmember
Kuester suggested writing a letter to our legislators to inform them of the mosquito
problems the city is experiencing.
Discussion of Family Center Sites
Administrator of Community Education Charlie Blesener updated the Council on the
proposed Family/Art Center. Charlie indicated that the City is officially and formally invited
to be a part of the facility. He indicated that it is his intention to secure a site for the facility
in the City of Elk River. Charlie discussed the programs planned for the facility, the history
and finandal background, and preliminary design considerations. Charlie suggested that the
City consider their need for large meeting space, and space for the arts, teens and seniors. He
talked about the need for a site and requested the Council to consider donating city property
for the project.
Mayor I<'dinzing noted that the Council presendy has several space needs options to consider.
She indicated that the Council should discuss all of its future space needs prior to making a
decision on this issue.
Councilmember Dietz questioned the space needs for the fac,,'litj~. Charlie indicated that
approximately 5 acres are needed. Counciknember Dietz indicated that the Council needs to
2001 was a banner year
for mosquitoes in
Minnesota.
Mosquito
control is
hot topic
by Nicole Jacob
Staff. wr/ter
Half a dozen residents --
and a crippled monarch
butterfly-- were at Mon-
day's city council meeting
for a mosquito control pub-
lic hearing.
Mike McLean of the state-
run Metropolitan Mos-
quito Control district and
Gary More, a private
sprayer, were on hand to
discuss their methods of
control and answer ques-
tions.
After hearing testimony
from both men, the city
council seemed most inter-
ested in hiring a private
contractor to spray the
area for adult mosquitoes
as needed. No action was
taken at the meeting; how-
ever, city staff will continue
to research options.
McLean said that his
office has taken approx/-
ma~ely 2,500 calls from
irate residents, a few hun-
dred of wix/ch he said were
from the Elk River area,
who ~vere tired of dealing
with mosquitoes. The ,
Metropolitan Mosquito '
Control distr/ct focuses its
efforts on mosquito larval'
control in the seven-county ~
metro area (which does not
include Sherburne '
CounTy).
According to McLean,
there are 75 percent less
mosquitoes in the metro
area than in outlying
areas. He believes this is
largely due to mosquito
control efforts.
One of the first questions
McLean had to answer
from the crowd was one
regarding the safety of the
chemicals used to control
mosquitoes.
'I have grave concerns
about insecticides," Carl
Bloomquist said. He and
his wife sat in the first row
of seats, holding a monarch
butterfly that was unable
to fly and could barely
walk. Bloomquist, who
raises monarchs, said
insecticides can kill or crip-
ple butterflies, and he
asked McLean to.respond.
"There's no doubt about it.
We have an effect on the
environment," McLean
said. "But we're as careful
as we can be."
He added that the chemi-
cals used by Metropolitan
· Mosquito Control are safer
than the ones used in
Gaylord, Minn. which
ended up killing a number
of butterflies. The chemi-
cals are also less stringent
than those available to the
public at home and garden
shops, McLean said.
Building and zoning
supervisor Steve Rohlf has
headed up the city's
research on mosquito con-
trol. There had been dis-
cussion that the city may
want to purchase its own
spraying equipment and do
its own mosquito control.
Rohlf said that joining the
Metropolitan Mosquito
Control or hiring a private
sprayer would be a better
option. Discussion on the
matter will continue.
.dVERS OF HOPE
To Build a Community Free of Domestic Violence
Through Advocacy and Education
August 24, 2001
Dear Mayor and City Council Members,
Rivers of Hope is a nonprofit 501 (c)(3) organization that provides advocacy, education, and
support services to victims of domestic violence and their families within Sherburne and Wright
Counties. Last year, we were able to provide direct services to 1,487 victims of domestic
violence.
Rivers of Hope provides crisis intervention via a toll-free 24-hour phone line or in person; legal
advocacy; assistance in locating and securing safe housing/shelter; weekly educational support
groups; transportation; and information and referrals to resources. From July 2000 -
December 2000, our staff assisted 168 victims of domestic violence with safety planning;
assisted 8 victims with safe home arrangements; provided crisis intervention, referrals, support
and/or resources to 877 individuals via our 24-hour toll-free crisis line; and provided in person
services to 494 victims of abuse. In addition, the children under 18 who were affected by
and/or witness to domestic violence within their own homes totaled 1,154.
Rivers of Hope's Youth Advocates provide violence prevention, intervention, and support
services to at-risk young women in grades 7-12 of the Big Lake, Buffalo, Elk River and Maple
Lake School Districts. Advocates also offer individual advocacy, crisis intervention and support
services for all community youth on an on-call or referral basis.
For 12 years, we have worked diligently to establish cooperative relationships with local groups,
agencies and organizations in an effort to collaborate and respond to victims of domestic violence.
We have been in the front-line working with hospitals and clinics, law enforcement agencies,
schools, and counseling centers to develop and implement procedures, policies and protocols to
ensure that victims of domestic violence are provided with support, safety options, resources and
information. As we continue to come together and build relationships in our communities, more
and more victims of abuse are being identified and as a result referrals to Rivers of Hope for
services continues to increase. When comparing statistics for the period of January through
December over the past 7 years (1994-2000) - the overall number of victims provided services by
Rivers of Hope has increased from 556 to 1,487.
Our service area encompasses over 1100 square miles and has a total population of 154,408.
According to the State Demographic Center, Sherburne and Wright Counties are two of the
fastest growing counties in the state, ranking Sherburne as #2 and Wright County as #7. As a
result of this rapid growth, our program staff and the community both feel the strain on our
resources and we are finding that we are unable to provide services to the extent that our
community demands.
P.O. Box 142 · Elk River, Minnesota 55330
Sherburne County 612-441-0792 · Wright County 612-682-6424 · Outside the Metro 1-800-439-2642
e-mail: riversofhope@onrampinc.net
Page 2
Rivers of Hope is asking each city and township in our service area for help. During the year
2000, Rivers of Hope provided advocacy services at a cost of $204.79 per individual or
$44,439.43 for the 217 people served in Elk River.
Although we track the number of individuals we serve in each city, we are not able to track the
number of individuals we serve in each township. We are hoping that each city will contribute
15% of the total cost for services in their city for the year 2002, and that each township will make
a $200.00 donation or join their partnering cities in contributing the 15% for that area. (Please
refer to the enclosed chart).
Please know that whatever you are able to contribute will be greatly appreciated and that your
help is very important. We need your support so that we may continue to provide desperately
needed services to the hundreds of families who come to us with hopes for safety and help in
breaking the cycle of domestic abuse. Funding from cities and townships will be utilized towards
providing victims with direct services.
Thank you for your time and consideration. Please feel free to contact me should you have any
questions or require any further information.
Respectfully,
Julie LeVos
President
Enclosures
INDIVIDUALS SERVED DIRECTLY BY RIVERS OF HOPE
SHERBURNE AND WRIGHT COUNTIES 2000
City Individuals Served in Total Amount Spent in Request for
2OOO City 2OO2
Albertville 29 5,938.91 890.84
Annandale 71 14,540.09 2,181.01
Becker 38 7,782.02 1,167.3
Big Lake 127 26,008.33 3,901.25
Buffalo 129 26,417.91 3,962.69
Clear Lake 17 3,481.43 522.21
Clearwater 15 3,071.85 460.78
Cokato 19 3,891.01 583.65
Corcoran 2 409.58 61.44
Delano 28 5,734.12 860.12
Elk River 217 44,439.43 6,665.91
Hanover 6 1,228.74 184.31
Howard Lake 10 2,047.9 307.19
Maple Lake 43 8,805.97 1,320.9
Monticello 132 27,032.28 4,054.84
Montrose 16 3,276.64 491.5
Otsego 29 5,938.91 890.84
Princeton 36 7,372.44 1,105.87
Rockford 29 5,938.91 890.84
Santiago 2 409.58 61.44
South Haven 11 2,252.69 337.9
St. Cloud 30 6,143.7 921.56
St. Michael 25 5,119.75 767.96
Waverly 20 4,095.8 614.37
Zimmerman 105 21,502.95 3,225.44
Total 1,186 242,880.94 36,432.16
c)
City of Elk River
General Fund Revenue
ACTUAL REVENUE[ RECEIVED
PROPOSED
BUOGET BUDGET Actual ta
200~2 200~1 June 12, 2001 2000 1999 1998 1997 1996 1995 1994
Taxes
Ad Valorem 4,285,850 3,835,850 3,289,348 3,058,053 2,632,140 2,471,703 2,165,086 1,801,547 1,526,784
G ravel 54,000 56, 300 4,540 53,633 56,658 51,269 45,766 45,187 39, 413 38,949
Total Taxes 4,339,850 3,892,150 4,540 3,342,981 3,114,711 2,863,409 2,517,469 2,210,273 1,840,960 1,565,733
License & Permits
Liquor 44.000 42,000 22.610 43.354 35.386 37.324 34,805 25.873 24.490 24.59(]
Amusement 1.200 2.000 30 1.215 1,395 3,430 2,400 2.330 2.560 1.855
Cigarette 2.300 2.200 200 2.342 2.125 2.595 725 600 550 525
Apartment 12.500 10.650 12.672 11.956 11.016 15.696 11.904
Gas Fitters 2,500 2,200 2, 415 2, 601 2,540 2,736 2,448 2, 712 1,848 1,872
Mining 13,500 11,500 2,008 18,172 12,547 12,160 11,762 12,330 10,081 8,602
Garbage Hauler 1,000 1,000 246 990 1,905 1,140 1,755 210 780 570
Other Business 8,000 7,000 11,636 9,262 8,335 7,165 8,044 11,295 4,055 4,910
Building Permit 389,200 339,200 273,069 543,562 363,351 376,909 342,248 315,4i37 190,054 163,075
Plumbing/Heating Permit 76,300 63,250 92,358 101,524 62,278 70,302 63.885 55,393 45,876 31,977
Permit Surcharge 1,100 850 11,741 1,237 913 1,035 866 1,729 255 867
Electdc Permit 68 208 263 365
Animal License 2.000 1.900 995 2.250 2.021 1.828 2.182 2.119 797 1.095
Parking Permit 48 384 600 324 1.283 560 348 337
Other N on Business 6.000 3.000 15.609 10.833 5.532 7.817 8.014 8.344 5.652 3.744
Total Licenses & Permits 559,600 486, 750 445,705 749,890 511,307 540,826 492, 321 439,002 267,446 244, 019
Intergovernmental Revenue
COPS Grant 25.200 7.000 70.818 84.740 124.340 105,159 41.412 13.952
Other Federal Grants
LGA 324.650 324.850 276.977 198.188 241.573 227.640 223.004 247.123 242.240
HACA 504.900 504.900 500.644 498.244 508.880 500.385 493.416 496.617 528.851
LPA 17.760 18.581 14.980
Low Income Housing Aid 13.250
PERA Aid 111500 11,500 11,514 11,514 18,373 5,757
Police Aid 144,500 137,850 135,997 137,871 119,141 98,276 114,416 91,700 81,791
Police Training Reimb. 9,000 7,500 10,886 7,901 6,646 6,360 5,481 5,843 5,583
~ta Aid Street Maint. 33,350 29,500 16,680 30,300 29,716 29,341 27,391 26,611 30,372 27,270
· Cdrne Prevention Grant - 14,930 34,857 34,253 3,870
_,ner State G rants 7.500 3.379 14.308 8.469 1.0CO
Other Local Grants 12.524 8.909 6.421 7.600 15.190
Total Int~vtl. Revenue 1,027,900 1,061,650 23,680 1,055,445 1,047,623 1,118,506 996,039 911,940 901,797 885,735
Charges for Services
Admin. Project Fees 50.000 50,000 6.488 37.740 16.962 60.885 68.500 48,832
Ptanning & Zoning Fees 19.150 18.0(30 11.591 21.320 18, 765 19.310 25.650 19.610 14.500 21.540
Plan Check Fees 255,300 201.650 165.876 328.112 213.400 223.632 201.254 125.009 112.765 100.101
Special Assmt. Search 1,800 3,500 660 1,635 3,075 8, 7'~ 5 4,935 6,255 5,805 6,285
Sale of M eps/Copies 3,000 1,500 3, 541 7,160 2,336 2,670 8,041 7,025 2,774 1,530
Reimb. For Gert Gert Serv 2.500 1.765 2.750
Reimb. For Police Services 10,000 7,000 1,591 10, 979 17,049 14, 871 11,698 12,144 14, 295 25,248
School Liaison 47,000 45,150 21,500 43,000 65,000 60,000 69,076 75,578 49,736 48,277
Aminal Impound 2,500 2,500 1,000 2,285 2,755 2,967 3,102 1,623 1,951 1,670
Vehicle Impound 30 400 547 565 580 360
Fire Contracts 78,000 75,000 78,523 84,705 78,166 63,848 89, 514 66,680 52,888 60,332
Fire Calls 9,000 7,0~0 3,750 15,360 8,438 8,650 7,795 13,712 5,250 6,825
Street Services 38.0CO 15.000 2.178 17.686 18.333 16.167 10.101 3.597 4.314 2.292
Recreation Fees 55.000 54.000 21.316 55.180 54.031 54,859 58.628 47.262 48.950 40.806
Pa~ Reservation Fees 1.260
Softball League Fees 6.912 9.148 9.204
Sewer Inspection Fee 2.000 1.(300 4.125 3.787 1.500 2.940 2.640 1,740 1.680 2.070
Contractor License Check 1.500 1.500 855 1.845 1.315
Total Char~les for Service 574,750 482,800 319,561 596,204 491,198 516,794 509,976 468,132 392,916 375,012
City of Elk River
General Fund Revenue
PROPOSED
ACTUAL REVENUE RECEIVED
BUDGET BUDGET Actualto
2002 2001 June 12, 2001 200.__~0 1999 1998 1997 1996 199___.~5 199.._.~4
Fines
Cou~ 115,000 114,000 26,841 109,826 111,584 110,713 84,221 80,028 73,058 76,370
Par~in~ 7,500 5,500 3,860 9,595 6.030 5,040
Total Fines 122,500 119,500 30,701 119,421 117,814 115,753 84,221 80,028 73,058 76,370
Other Revenue
Interest Income 90,000 80,000 57,178 161.759 53,578 119,115 92.931 69,517 63,516 46,221
Vending Machines (Emi).) 58 982 1,977
Solid Waste Surcharge 9,000 9,000 11,851 9,000 9,000 9,000 11,200 10,000 10,000 16,518
Refunds & Reimb. 2,400 527 692 3,316 11,086 9,300 1,732 6,018 3,209
Contributions 3,700 13,700 5,650 3,700 3,700 3,700 3, 700 3,700 3, 700 3, ? 00
Miscellaneous 3,000 658 4,573 5,608 2, 213 4,204 10,992 1,480 388
Total Other Revenue 108,100 102,700 75,864 179,782 76,184 147,091 121,335 95,941 84,714 70,036
Transfers In
Landfill 19, 750 19, 750 19, 750 19, 750 19,750 20,950 20,950
Capital Outlay Reserve 10,000 20,000 42.778 43,050 21,719 15.500 70,950 72,000
Street Reserve 45,000 45,000 25,000 25,000
NSP/RDF Reserve 39,500 39,500 19,750 19,750 19.750 19,750 19,750 19,750 19,750
Dm/elopment Fund 3,050 3.900 16,522
Drug Forfeiture 12,200
WWTS 10,000 10,000 10,000 8,000 8,000 6,000 6,000 6,000 6,
Liquor 1201000 110,000 110,000 110,000 123,450 123,450 133,450 153,450 113,450
ER MU 100,000 90,000 44,000 90,000 90,000 78,000 78,000 72.000 72,000 72,
EDA 3,000 3,000 2,000 2,000 2.000 1,000 1,000 1,000 1,000
HRA 1,500 1,500 1,000 1,000 1,000 500 500 500 500
Other 917 867
Total Transfers In 319,000 324,250 44,000 276,400 309,800 295,000 270,169 267,950 370,517 331,517
TOTAL GENERAL FUND 7,051,700 6,470,000 944,051 6,320,123 5,668,437 5,417,379 4991,530 4,473,266 3,951,408 3,548,422
Fire.ce Oe~. -~°a"e
2
APPROPRIATIONS SUMMARY
1999 2000 2001 2002
A~ual A~ual Adopted Proposed
$ 92,383$ 122,067 $ 150,400 $ 156,100
10,940 32,777 53,950 61,600
301,982 314,061 312,750 380,600
14,218 23,375 9,000 43,250
285,699 309,899 332,950 367,550
32,766 33,850 25,800 26,700
72,394 76,752 75,000 80,000
8,018 5,131 32,150 20,950
207,117 230,800 256,000 272,350
81,652 103,684 137,300 140,950
35,088 47,082 130,000 100,000
406,015 476,293 474,300 635,100
2,052,912 2,220,179 2,360,000 2,562,800
16,740 20,905 38,550 14,800
284,914 345,208 353,800 399,200
25,085 14,848 17,800 18,850
518,504 566,775 597,200 890,850
74,010 94,435 175,850 175,500
155,446 163,011 208,650 236,900
64,677 44,206 45,000 53,000
6,645 15,746 9,250 13,350
245,138 298,337 254,400 327,100
198,189 182,233 239,500 244,750
50,630 63,105 65,300 81,650
87,600 132,637 115,100 130,100
MAYOR & COUNCIL
CABLE TV
ADMINISTRATION
ELECTIONS
FINANCE
ECONOMIC DEVELOPMENT
LEGAL
ENERGY CITY
PLANNING (Including Plan. Corem
GOVERNMENT BUILDINGS
CONTINGENCY
BUILDING & ENVIRONMENTAL
POLICE
POLICE RESERVE
FIRE
EMERGENCY PREPAREDNESS
STREETS
SNOW REMOVAL
EQUIPMENT SERVICES
ENGINEERING
SHADE TREE
PARKS
RECREATION
SR. CITIZEN PROGRAMS
TRANSFERS
TOTAL EXPENDITURES
$ 5,328,762 $ 5,937,396 $ 6,470,000 $ 7,434,000
Finance
6114/01 Expsumm
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EXPENDITURE SUMMARY
GENERAL GOVERNMENT
PERSONAL SERVICES
SUPPLIES
OTHER SERVICES & CHARGES
CAPITAL OUTLAY
PUBLIC SAFETY
PERSONAL SERVICES
SUPPLIES
OTHER SERVICES & CHARGES
CAPITAL OUTLAY
PUBLIC WORKS
PERSONAL SERVICES
SUPPLIES
OTHER SERVICES & CHARGES
CAPITAL OUTLAY
CULTURE & RECREATION
PERSONALSERVICES
SUPPLIES
OTHER SERVICES & CHARGES
CAPITAL OUTLAY
TOTAL
PERSONALSERVICES
SUPPLIES
OTHER SERVICES&CHARGES
CAPITAL OUTLAY
TRANSFERS OUT
2OO2
Proposed Adopted
$1,020,300 $932,900
50,250 27,800
509,750 519,650
69,750 34,950
$1,650,050 $1,515,300
2,986,000 2,691,250
208,600 201,900
267,350 259,000
168,800 92,300
3,630,750 3,244,450
720,400 605,900
208,450 176,800
235,700 209,000
191,700 35,000
1,356,250 1,026,700
365,350 303,300
87,750 86,750
200,750 178,400
13,000 0
666,850 568,450
INCREASE IN
PROPOSED BUDGET
5,092,050 4,533,350 558,700 12.32%
555,050 493,250 61,800 12.53%
1,213,550 1,166,050 47,500 4.07%
443,250 162,250 281,000 173.19%
7,303,900 6,354,900
130,100 115,100 15,000 13.03%
7,434,000 6,470,000 964,000 14.90%
Finance
6/12/01 :Expsumm
Department
2002 CAPITAL OUTLAY
Fundin~l Source
General Equipment Equipment Department
Item Fund Certificate Reserve Total
Mayor & Council
Cable TV
Administration
Finance
Elections
Optical Imaging System 52,500
Copy Machine Lease 13,250 65,750
Special Assessment Software 4,000 4,000
Planning
Govt. Building
Police
Police Reserve
Copy Machine Lease
Patrol Vehicles (marked) - 2
Squad Video Cameras - 3
Mobile Digital Computers - 5
Investigator Car
Voice Playall System
7,200
50,000
10,800
23,000
24,000
3,300
118,300
Pumper (1997) 43,000
Repair Fire Station Floor 22,500 65,500
Siren 13,600 13,600
Fire
Emergency Prep.
Building & Environ.
Streets
Snow Removal
Truck 22,000
Office furniture for new employee 6,000 28,000
Pickup 20,500
Dump Box 5,200
Tandem Axel Dump Truck 150,000
Asphalt Hot Patch Trailer 16,000 191,700
Athletic Field Groomer 13,000 13,000
Parks
Recreation
TOTAL
$ 443,250 $ - $ 56,600 $ 499,850
6/14/01
Capitalo:O2 (:;ap outlay
POSITION AND FTE DATA BY DEPARTMENT
TITLE
Included in
Current Requested raft Budge Additional
FTE 2002 FTE 2002 FTE I Cost IComments
ADMINISTRATION
City Administrator
City Clerk
Executive Secretary
Secretary
Secretary/Receptionist
1 1 1
1 1 1
I 1 1
1 I 1
1 1 1
BUILDING & ENVIRONMENTAL
Environ. & BIdg Admin.
Building Official
Lead Building Inspector
Lead Plumbing Inspector
Building/Housing Inspector
Building Permit Technician
Environmental Assistant
Total 5 5 5
1 1 1
I 1 1 '
1 1 1
1 1 1
2 2.75 2 Seasonal Inspector
2 2 2
1 I $ 35,050
Total 8 9.75 9
CABLE TV
Gov't Access Cable Producer
Gov't Access Cable Programmer
Total
1 1 1
I
0.5 0.5 0.5
1.5 1.5 1.5
1 1 1
I 1 1
FINANCE
Finance Director
Assistant Finance Director
Senior Acct./Special Assmt Clerk
Payroll Clerk
Accounting Clerk
Total
1 1 1
I 1 1
0.5 0.5 0.5
4.5 4.5 4.5
1 1 1
FIRE
Fire Chief
Fire Inspector/Administrative Assist
Fire Prevention Specialist
Total
1 I 1
0.5
2 2.5 2
Total 2 2 2
1 1 1
1 1 1
1 1 1
1 1 1
4 4 4
BUILDING MAINTENANCE
Building Maintenance Worker
Custodian
PLANNING
Director of Planning
Senior Planner
Planner/Park Planner
lministrative Secretary
6/15/01
POSITION AND FTE DATA BY DEPARTMENT
~E
Current Requested raft Budge Additional
FTE 2002 FTE 2002 FTE I Cost I Comments
POLICE
Police Chief
Assistant Police Chief
Support Services Supervisor
Executive Secretary
CSO/Crime Prevention Spec.
Records Clerk
Secretary/Receptionist
CSO II
CSO I
Police Sergeant
Police Investigator
Police Corporal
Juvenile Liaison Officer/DARE
Police Officer
Police Officer/Drug Enforcement
Total
SENIOR CITIZEN PROGRAMS
Senior Citizen Coordinator
Senior Center Activity Assistant
Total
STREETS/PARKS
,~et/Park Superintendent
· .,sistant Street/Park Superintende
Park Foreman
Street/Park Maintenance Mechanic
Street/Park Maintenance II
Street/Park Maintenance I
Office Assistant I
Park Laborer
Park Ranger
I I 1
1 1 1
1 1 1
I 1 1
1 2 2 $ 36,OOO
1 1 1
2 2.5 2
I 1 1
4 4 4
3 3 3
3 3 3
2 2 2
12 12 12
1
33 35.5 34
I I 1
0.5 1 0.75 $ 14,200
1.5 2 1.75
I I 1
I 1 1
I 1 1
1 2 2 $ 44,250
6.5 6.5 6.5
4 4 4
I I 1
1.7 1.7 1.7
0.2 0.2 0,2
Total 17.4 18.4 18.4
TotalGeneralFund 78.90 85.15 82.15
Additional 10 hours per week/eligible for be
To provide mechanical services to ERMU
$129,500
ECONOMIC DEVELOPMENT
Director of Economic Development
Asst. Dir. of Economic Developmen
Total
ICE ARENA
Ice Arena Manager
Ice Arena Night Super/Streets Crew
Ice Arena Maintenance Supervisor
Ice Arena Maintenance Workers
Total
1 1 1
1 1 1
2 2 2
1 1 1 I
1 1 1
1 I 1
Varies by season
3 3 3
6/15/01
RESOLUTION 01 - .59
A RESOLUTION FOR THE CITY OF ELK RIVER
A RESOLUTION AUTHORIZING THE PROPOSED PROPERTY TAX LEVY
FOR COLLECTION IN 2002
WHEREAS,
WHEREAS,
WHEREAS,
the Elk River City Council has review the City's anticipated
expenditures for all funds in 2002; and,
the Elk River City Council has considered projected revenues for
all funds in 2002; and,
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 following amounts are the maximum to be levied as property taxes
payable in 2002:
General Fund
Street Replacement
Library
Dam Loan
Surface Water Management
City Special Assessments
1994 Storm Sewer Bonds
2002 Certificate of Indebtedness
2000 Certificate of Indebtedness
1999 Certificate of Indebtedness
1998 Certificate of Indebtedness
PERA Employer Rate Increase
Economic Development Tax Abatement
TOTAL
Lev~
$4,148,144
150,000
67,200
23,000
200,000
26,5O7
113,952
273,500
43,349
36,741
20,880
8,855
6,160
$5,118,288
Passed and adopted by the City Council of the City of Elk River this 4th
day of September, 2001.
ATTEST:
'Sandra A. Peine, City Clerk
Steph~Jnie Klinzing, Mayo~""_..,) /
Police Department
MEMORANDUM
NFORMATiOiq
TO:
FROM:
DATE:
SUBJECT:
Mayor and City Council
Thomas D. Zerwas, Chief of Police
August 30, 2001
CANINE HANDLER POSITION
This is to let you know that Corporal Dave Dummer has advised me his canine, "Billy,"
must retire due to a medical condition. Corporal Dummer and Billy have served the police
depax-u¥~ent as parmers for over five (5) years.
I have posted this position for all qualified police officers who might be interested in
carrying on as Canine Handler. If you have any questions, please contact me.
TDZ/kma
Howard R, Green Company
August 31,2001
File: 814700J-0071
Honorable Mayor and City Council
City of Elk River
13065 Orono Parkway
Elk River, MN 55330-0490
RE: McCHESNEY INDUSTRIAL PARK OVERLAY
Dear Council Members:
As I reported last Monday evening, I had received a petition from McChesney Industrial Park owners,
signed by all but one of them, requesting that the overlay in their area not be completed. The one
owner who had not signed the petition was Rich Duggan. I had talked to him Friday before the last
Council meeting. At that time, he asked me to check back with him on Tuesday, August 28, 2001. I
did check back with him, and he informed me that he and his wife had decided not to sign the petition,
and would like the overlay to proceed forward. Based on that information, I had letters sent to the
property owners in McChesney Industrial Park, informing them that the assessment had been lowered
to $1,375 per assessable unit, and providing them with a new amortization schedule for their
particular property. As of the date of this memo, I have not received any phone calls from any of the
property owners.
If you have any questions regarding this issue, please call.
Sincerely,
Howard R. Green Company
Ltr-083101 -Council.doc
1326 Energy Park Drive · St. Paul, MN 55108 ° 651/644-4389 fax 651/644-9446 toll free 888/368-4389
Howard R, Green Company
August 31, 2001
File: 230000M-0325
Honorable Mayor and City Council
City of Elk River
13065 Orono Parkway
Elk River, MN 55330-0490
RE: COUNTY ROAD 33/COUNTY ROAD 1 INTERSECTION
Dear Council Members:
Attached is the letter I drafted and sent to County Engineer Dave Schwarting regarding the two recent
serious accidents at the intersection of County Road 33 and County Road 1. You will note in the letter
that I asked for pavement markings warning of a stop ahead condition rather than rumble strips. In
discussing the installation of rumble strips with our Traffic Engineering Department, they warned me
of potential complaints from residents living close to the intersection. They informed me that studies
have been done relative to the noise caused by rumble strips. In quiet rural situations, rumble strips
can increase the noise level by a substantial amount. In reviewing the intersection, there are four
homes relatively close. Three of these are on the west side of the intersection, and one is on the east
side of the intersection. For this reason, I changed the request to Sherburne County to ask for
painted warnings of a stop ahead condition rather than the installation of rumble strips.
If you have any questions regarding this or any further direction for me, I will be in attendance at your
September 4, 2001 City Council meeting.
Sincerely,
Howard R. Green Company
attachment
Ltr-083101-CounciI-CR33 CRl.doc
1326 Energy Park Drive · St. Paul, MN 55108 ° 651/644-4389 fax 651/644-9446 toll free 888/368-4389
i Howard R, Green Oompany
August 31, 2001
File: 230000M-0325
Mr. Dave Schwarting
Sherburne County Engineer
Sherburne County Government Center
13880 Highway 10
Elk River, MN 55330-4609
RE: COUNTY ROAD 33 / COUNTY ROAD 1 INTERSECTION
Dear Mr. Schwarting:
Within the past week there have been two serious accidents at the intersection of County Road
33 and County Road 1. In both cases, a car headed west on County Road 33 failed to stop at
the stop sign and was hit broadside by a vehicle traveling on County Road 1. City Council
discussed this situation at their meeting on Monday, August 27, 2001. At that time, they passed
a motion requesting that Sherburne County install larger (48") stop signs on County Road 33 at
the intersection of County Road 1. We would also request that you add pavement markers
warning of the stop ahead.
Please let me know if this request is possible and when the signs might be installed. If you have
any questions, please call.
Sincerely,
Howard R. Green Company
TJM:tw
Ltr 8-29-01 Schwarting.doc
1326 Energy Park Drive · St. Paul, MN 55108 ° 651/644-4389 fax 651/644-9446 toll free 888/368-4389
0
o~=.
00
u~ 0
00~ 00~00 O0 000 ~00
O~ ~ 0~~ O0 000 ~000
New Homestead Credit for Taxes Payable 2002
(and a comparison to Educational Homestead Credit for taxes payable 2001)
Taxes Payable 2002
Market Value Homestead Credit
Home Value Credit
Taxes Payable 2001
Actual Educational
Homestead Credit
$ 50,000 $ 200.00 $ 132.68
76,000 304.00 201.67
100,000 282.40 306.74
125,000 259.90 390.00
150,000 237.40 390.00
200,000 192.40 390.00
300,000 102.40 390.00
400,000 12.40 390.00
414,000 390.00
This credit applies only to homestead residential and agricultural
property. The credit for homestead agricultural property is
equal to 0.2 percent of the first $115,000 of market value with
a maximum credit of $230.00.
House Research Department
Date: July 19, 2001
Run: totsav04
Property Tax changes due to changes in aids and credits under the Omnibus
Tax Bill (2001 Special Session Chapter 5)
The attached run shows the net change in property taxes in each city due to the combined effects
of'
· the state education levy takeover;
· the new state property tax;
· the new state cred/ts;
· the net effect of city aid changes; and
· the effect of the transit relief in both the metropolitan area and out-state region.
A negative number indicates a decrease in property taxes while a positive number indicates
an increase in property taxes paid by taxpayers in that city.
Caveats: The run does nog show the effects of any shifts in tax between properties due to the
class rate changes nor. does it reflect any increases in property tax refunds to low-income
taxpayers under the expansion of that program. Because some Of the changes affect only certain
types of taxpayers wkile others affect all taxpayers in the jurisdiction, the table does not show the
impact on an individual taxpayer (see column 7 below).
Columns in the table:
Column 1:
Column 2:
Column 3'
Column 4:
Column 5:
Column 6:
Columu 7:
City population for 2000 from the U.S. Census.
Net decrease in sch%o~t~operty taxes due to the takeovers of the general
education levy and $B-5'0 per pupil of school referendum levy.
New state tax paid only. by businesses and seasonal-recreational property.
New homestead and agricu, ltu~r, al c]:e..d/ts,,which, lo.we[ ta~xes on~ for homes and
farms. ~,.~,..~J d,~ d/v'~C'~'t
The net effect on property taxes due to the elimination of city HACA and the
increased funding of city LGA, assuming that cities levy back all lost
reduce property taxes for any net increase in aid).
The decrease in property taxes from the state takeover of the transit levy in the
metropolitan area and the transit aid in the out-state region.
The total decrease (or increase) in property taxes paid by taxpayers in the city
to the combination of the changes in colunms 2 through 7.
House Research
Run: to.say04
7/19/01
Net change
2000 Educ. levy
County City Population Takeovers
(1) (z)
PROPERTY TAX CHANGES FROM AIDS AND County List
CREDITS UNDER O~NIBUS TAX BILL page ZZ
(Based on Spec. Session Chap. 5)
Net Change Total
New State Ne~ in City Transit Net Change
Prop. T~x Credits 2002 Aids Rmliaf in Prop.T~
(3) (4) (5) (6)
Non-metro
ST LOUIS
MT IRON 2999 -205522 314937 -215318 -4244 0 -110,147
ORR 249 -18602 17345 -17495 9695 0 -9,057
PROCTOR 2852 -217451 144048 -230363 -22011 0 -325,778
TOWER 479 -34122 33991 -26064 22230 0 -3,965
VIRGINIA 9157 -643402 545933 -526443 162907 -3416 -464,421
WINTON 185 -4363 2720 -8031 -1463 0 -11,137
County Total 151059 -13445084 10478635 -9497287 -3033881 -1454385 -16,952,003
LESUEUR
NEW PRAGUE
4559 -588888 280664 -344866 230104 0 -422,986
County Total
4559 -588888 280664 -344866 230104 0 -422,986
SHERBURNE
BECKER
BIG LAKE
CLEAR LAKE
ELK RIVER
ZIMMERMAN
2673 -5765936 2324609 -188713 233743 0 -3,396,296
6063 -590365 283494 -538921 -10392 0 -856,184
266 -38283 26053 -25525 5417 0 -32,337
16447 -4307224 2199329 -1167832 -85556 0 -3,361,283
2851 -304735 163575 -226552 60245 0 -307,467
County Total 28300 -11006543 4997061 -2147542 203457 0 -7,953,567
SIBLEY
ARLINGTON
GAYLORD
GIBBON
GREEN ISLE
HENDERSON
NEW AUBURN
WINTHROP
2048 -79553 49829 -134756 -24452 0 -188.932
2279 -110183 119305 -158831 8381 0 -141,328
808 -26594 20593 -55137 39185 0 -21,953
334 -20940 15285 -26256 23082 0 -8,829
910 -28122 27516 -66785 -18569 0 -85,960
488 -15927 3060 -22166 -9558 0 -44,591
1367 -55300 67445 -104155 -13207 0 -105.217
County Total
8234 -336619 303033 -568086 4862 0 -596,810
STEARNS
ALBANY
AVON
BELGRADE
BROOTEN
COLD SPRING
ELROSA.
FREEPORT% :'
GREEN~ALD
HOLDINGFORD
KIMBALL
LAKE HENRY
~EIRE GROVE
MELROSE
1796 -205279 140683 -131712 -61844 0 -258,153
1242 -159308 123580 -106957 8535 0 -134,150
750 -57175 42173 -45090 -1129 0 -61,221
649 -36199 37466 -35106 -20323 0 -54,162
2975 -324846 221399 -230760 106124 0 -228,083
166 -14823 11625 -14578 7205 0 -10,571
454 -32574 26253 -48805 38193 0 -16.932
201 -8937 8509 -19693 7637 0 -12,483
736 -42439 13519 -56665 23794 0 -61,791
635 -87570 40354 -38155 7613 0 -77,758
90 -2318 777 -6550 3841 0 -4,251
149 -4023 3716 -9473 6276 0 -3,504
3091 -265039 226638 -206654 -64211 0 -309,266
BUDGET CALENDAR
For Taxes Payable 2002
July 20
City certifies payable 2001 special levies to Department of Revenue (DOR)
Sept. 1
DOR certifies payable 2002 levy limit to City
Sept. 17
Last day for City to certify the maximum tax levy to the County Auditor
Sept. 20
City sends form 280 to DOR requesting special levy authorization
Dec. 10
DOR certifies allowed special levies
Dec. 14
Parcel specific notices are to be mailed (Sherburne County has requested an
exemption from this requirement.)
Dec. 28
Last day for City to certify the final tax levy to the County Auditor
No Truth in Taxation hearing is required in 2001.
No Tax Rate Increase hearing is required.
No Tax Rate Increase resolution is required.
HIGHLIGHTS OF THE TAX LAW CHANGES
THAT AFFECT ELK RIVER
Levy limits are reinstated for taxes payable 2002 and 2003. The levy limit calculation
includes adjustments for increases in households and commercial/industrial market
value as well as an implicit price deflator adjustment.
HACA (Homestead and agricultural credit aids) is eliminated.
Market Value Homestead Credit is created (or recreated since it existed in a similar
form before HACA).
Local Government Aid formula is changed and a LGA reform account is
established.
State takes over the General Education Levy.
State levies a tax on commercial/industrial and cabin property.
Truth in Taxation requirements are eliminated for pay 2002 including the tax rate
increase hearing and resolution. (Truth in Taxation notices, publication, and hearing
are required in 2003.)
Market value referendum exempts agricultural land and cabins from voter approved
levies. (Unless the local government requests that it be converted to a NTC levy.)
Market value phase in of platted vacant land extended from 3 to 7 years for counties
outside the metro area.
Homeowner property tax refund is increased to a new maximum refund of $1,500
and a maximum income of $80,000. (The maximum refund was $510 in 2001 and
the maximum income was $71,700.)
Valuation and Classification notice now must be sent annually to all property owners
even if there were no changes. (The notice must include the current and previous
year market value and classification.)
RESOLUTION 01 -
A RESOLUTION FOR THE CITY OF ELK RIVER
A RESOLUTION AUTHORIZING THE PROPOSED PROPERTY TAX LEVY
FOR COLLECTION IN 2002
WHEREAS, the Elk River City Council has review the City's anticipated
expenditures for all funds in 2002; and,
WHEREAS, the Elk River City Council has considered projected revenues for
all funds in 2002; 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 following amounts are the maximum to be levied as property taxes
payable in 2002:
General Fund
Street Replacement
Library
Dam Loan
Surface Water Management
City Special Assessments
1994 Storm Sewer Bonds
2002 Certificate of Indebtedness
2000 Certificate of Indebtedness
1999 Certificate of Indebtedness
1998 Certificate of Indebtedness
PERA Employer Rate Increase
Economic Development Tax Abatement
TOTAL
Levy
$4,148,144
150,000
67,200
23,000
200,000
26,507
113,952
273,500
43,349
36,741
20,880
8,855
6,160
$5,118,288
Passed and adopted by the City Council of the City of Elk River this 4th
day of September, 2001.
ATTEST:
Stephanie Klinzing, Mayor
Sandra A. Peine, City Clerk