HomeMy WebLinkAbout15.F.3. Truth in Taxation Insert
15: r. 3.
CITY OF SHAKO PEE
Memorandum
TO: Mayor and City Council
FROM: Mark McNeill, City Administrator
RE: Truth in Taxation Insert
DATE: October 27, 2005
INTRODUCTION:
The Council is asked to consider whether it wishes to have the City supply an insert to
provide additional information, to accompany the Truth in Taxation notice which is to be
mailed out in November.
If it does, it should give direction as to the message.
BACKGROUND:
The attached memorandum from Scott County outlines the details of this issue. In short,
the most recent session of the Legislature authorized cities and other governing bodies to
provide supplemental information with the Truth in Taxation notices. On October 25th,
the Scott County Board authorized this to happen.
There was concern expressed at the Board meeting about the relatively short turn around
time for this. While in the future, there may be an ability to insert a standard size sheet of
paper, for the Truth in Taxation notices going out in November, jurisdictions will be
limited to the message that can be printed on a 4" x 8.5" sheet of paper (double sided).
As such, there is not a lot of room for message. In addition, the Legislature specified the
type of information which could be relayed.
The Finance Director and I have put together a draft message to be included. It would
direct readers to more information on the City's web site (this information to be posted).
BUDGET IMP ACT:
It would be the responsibility of the City to grint sufficient numbers of the cards, and
provide them to the County by November 7 (a draft version needs to go to them by
November 3rd). Printing costs are estimated at $120. In addition, there is a $200 charge
from the County for administration, and $50 per 1,000 messages to have them included in
the document. Therefore, the total estimated cost is $920.
RECOMMENDATION:
The Truth in Taxation notice is very concise and can be misleading. The ability to
provide additional information is something that cities have desired. Therefore, while the
message may not be as complete as we would prefer, it is still a good opportunity, and
one of which the City should avail itself.
I recommend that the Truth in Taxation notice be approved, and that staff be directed to
get the insert message to the County.
ACTION REQUIRED:
If the Council concurs, it should, by motion, authorize a supplemental insert into the
Truth in Taxation notice for FY06, and direct staff to make the insert available to the
County.
Mark McNeill
City Administrator
MM/js
Dear City of Shakopee Taxpayer:
The City of Shako pee's levy (amount of budget paid by property taxes) went up from $9.7
million in 2005 to $11.1 million proposed for 2006. After factoring in other sources of in-
come tothe budget, the overall increase in the tax rate is estimated to be 3.2%. The major
reasons for the increase in the tax rate are:
. The loss of $560,000 in market value homestead credit aid that was "cut" by the
State of Minnesota.
. A full year of the equivalent of five additional police officer positions and 5.5 posi-
SHAKOPEE tions in other departments. Each of these positions is needed to address additional
growth in the community.
CO\fMID.'TI'Y PRIDE SI!\X:E 1857 . Delivery in 2006 of three new fire trucks. A budgeted depreciation on these three
trucks adds $174,000 to the budget.
. Operating costs of new Public Works building, scheduled to be occupied in early
2006.
. Budgeted 30% increase for natural gas and gasoline.
. Cost of living adjustments for employees, and general inflation.
Dear City of Shakopee Taxpayer:
The City. of Shako pee's levy (amount of budget paid by property taxes) went up from $9.7
million in 2005 to$11.1 million proposed for 2006. After factoring in other sources of in-
come to the budget, the overall increase in the tax rate is estimated tobe 3.2%. The major
reasons for the increase in the tax rate are:
. The loss of $560,000 in market value homestead credit aid that was "cut" by the
State of Minnesota.
. A full year of the equivalent of five additional police officer positions and 5.5. posi-
SHAKOPEE tions in other departments. Each of these positions is needed to address additional
growth in the community.
CQ\fMID.7IY PRIDE SIl<<:E 1857 . Delivery in 2006 of three new fire trucks. A budgeted depreciation on these three
trucks adds $174,000 to the budget.
. Operating costs of new Public Works building, scheduled to be occupied in early
2006.
. Budgeted 30% increase for natural gas and gasoline.
. Cost of living adjustments for employees, and general inflation.
Dear City of Shakopee Taxpayer:
The City of Shako pee's levy (amount of budget paid by property taxes) went up from $9.7
million in 2005 to $11.1 million proposed for 2006. After factoring in other sources of in-
come to the budget, the overall increase in the tax rate is estimated to be 3.2%. The major
reasons for the increase in the tax rate are:
. The loss of $560,000 in market value homestead credit aid that was "cut" by the
State of Minnesota.
. A full year of the equivalent of five additional police officer positions and 5.5 posi-
SHAKOPEE tions in other departments. Each. of these positions is needed to address additional
growth in the community.
CQ\1MUNTIY PRIDE SINCE 1857 . Delivery in 2006 of three new frretrucks. A budgeted depreciation on these three
trucks adds $174,000 to the budget.
. Operating costs of new Public Works building, scheduled to be occupied in early
2006.
. Budgeted 30% increase for natural gas and gasoline.
. Cost of living adjustments for employees, and general inflation.
The City Council realizes that all property owners are under a "squeeze", with fuel increases and other factors beyond your control.
For that reason, great efforts were made to keep the tax increase to a minimum. While the 3.2% tax rate increase impacts the taxes
paid, so too will be any increase in market value. City-wide, properties will see an average value increase of 3.2%. some properties
may be lower, others higher. However, for the average value property, when combined with the tax levy increase, and the market
value credit reduction, it should be an average of6.1 % increase in the tax amount.
Below is a graph of tax rates for the City. The increase in 2003 is due to a cut in state aids.
Tax Rate Trend Sincerely,
40 Mayor John 1. Schmitt
~ 30
~ 20 I-Tax Rate I Councilor Matt Lehman
>< Councilor Terry Joos
{!!. 10
0 Councilor Steve Menden
,,# cfJ1. cfJ'?J ,t ,f ,f Councilor Joseph Helkamp
" "
Visit www.cLshakopee.mn:us, and click on "2006 Budget Information" for more information.
The City Council realizes that all property owners are under a "squeeze", with fuel increases and other factors beyond your control.
For that reason, great efforts were made to keep the tax increase to a minimum. While the 3.2% tax rate increase impacts the taxes
paid, so too will be any increase in market value. City-wide, properties will see an average value increase of 3.2% - some properties
may be lower, others higher. However, for the average value property, when combined with the tax levy increase, and the market
value credit reduction, it should be an average of 6.1 % increase in the tax amount.
Below is a graph of tax rates for the City. The increase in 2003 is due to a cut in state aids.
Tax Rate Trend Sincerely,
40 Mayor John J. Schmitt
~ 30
~ 20 I-Tax Rate I Councilor Matt Lehman
{!!. 10 Councilor Terry 100s
0 Councilor Steve Menden
,,# # "cfJ'?J ~" ,f ,f Councilor Joseph Helkamp
" 'P
Visit www.cLshakopee.mn.us, and click on "2006 Budget Information" for more information.
The City Council realizes that all property owners are under a "squeeze", with fuel increases and other factors beyond your control.
For that reason, great efforts were made to keep the tax increase to a minimum. While the 3.2% tax rate increase impacts the taxes
paid, so too will be any increase in market value. City-wide, properties will see an average value increase of 3.2% - some properties
may be lower, others higher. However, for the average value property, when combined with the tax levy increase, and the market
value credit reduction, it should be an average of 6.1 % increase in the tax amount.
Below is a graph of tax rates for the City. The increase in 2003 is due to a cut in state aids.
Tax Rate Trend Sincerely,
40 Mayor John J. Schmitt
~ 30
~ 20 I-Tax Rate I Councilor Matt Lehman
>< Councilor Terry Joos
{!!. 10
0 Councilor Steve Menden
,,# ; ,,# ~" ,f ,f Councilor Joseph Helkamp
" 'P
Visit www.cLshakopee.mn.us, and click on "2006 Budget Information" for more information.
The City Council realizes that all property owners are under a "squeeze", with fuel increases and other factors beyond your control.
For that reason, great efforts were made to keep the tax increase to a minimum. While the 3.2% tax rate increase impacts the taxes
paid, so too will be any increase in market value. City-wide, properties will see an average value increase of 3.2% _ some properties
may be lower, others higher. However, for the average value property, when combined with the tax levy increase, and the market
value credit reduction, it should be an average of 6.1 % increase in the tax amount.
Below is a graph of tax rates for the City. The increase in 2003 is due to a cut in state aids.
Tax Rate Trend Sincerely,
40 Mayor John J. Schmitt
.s 30
"' I-Tax Rate I Councilor Matt Lehman
0:: 20
>< Councilor Terry Joos
~ 10
0 Councilor Steve Menden
...# ~" ...# #... #' #' Councilor Joseph Helkamp
"
Visit www.cLshakopee.mn.us, and click on "2006 Budget Information" for more information.
The City Council realizes that all property owners are under a "squeeze", with fuel increases and other factors beyond your control.
.For that reason, great efforts were made to keep the tax increase to a minimum. While the 3.2% tax rate increase impacts the taxes
paid, so too will be any increase in market value. City-wide, properties will see an average value increase of 3.2% _ some properties
may be lower, others higher. However, for the average value property, when combined with the tax levy increase, and the market
value credit reduction, it should be an average of 6.1 % increase in the tax amount.
Below is a graph of tax rates for the City. The increase in 2003 is due to a cut in state aids.
Tax Rate Trend Sincerely,
40 Mayor John J. Schmitt
.s 30
&! 20 I-Tax Rate I Councilor Matt Lehman
>< Councilor Terry Joos
~ 10
0 Councilor Steve Menden
...# ...# ~'li 6>'" #' ~ Councilor Joseph Helkamp
" 'I)
Visit www.cLshakopee.mn.us, and click on "2006 Budget Information" for more information.
The City Council realizes that all property owners are under a "squeeze", with fuel increases and other factors beyond your control.
For that reason, great efforts were made to keep the tax increase to a minimum. While the 3.2% tax rate increase impacts the taxes
paid, so too will be any increase in market value. City-wide, properties will see an average value increase of 3.2% _ some properties
may be lower, others higher. However, for the average value property, when combined with the tax levy increase, and the market
value credit reduction, it should be an average of 6.1 % increase in the tax amount.
Below is a graph of tax rates for the City. The increase in 2003 is due to a cut in state aids.
Tax Rate Trend Sincerely,
40 Mayor John J. Schmitt
fJ 30 i::i:~,",..:.~;::~:~.~::'r':;::~:;i~}~; .?:::'" :h~~Vi.~;:J!!~~1~~~,~f!!\~~;~6;.~i;:~~{;&:~,.~;~;:~:..::i;~~~~l I-Tax Rate I Councilor Matt Lehman
~ 20 !~r,~~~~~i~~~~~~o/,~;K;ri~~fW}f,~i~i!!~I~'ffl~, CoUncilor Terry Joos
~ 10 ;~\~';;i~;~~:~!~~:~:.t~;:{~~I~fi~:~~A~t~~.~~{!/~;.:~.~~h::~~t;~jij1j~~~~t~rt:ilf~~~~.~~~~:
0 . Councilor Steve Menden
...# ~'\ ,,# 6>" #' #' Councilor Joseph Helkamp
" 'I)
Visit www.cLshakopee.mn.us, and click on "2006 Budget Information" for more information.
;-
Ii
AGENDA #
SCOTT COUNTY, MINNESOTA
REQUEST FOR BOARD ACTION
MEETING DATE: October 25, 2005
Finance Yes P'No
Yes P' No
Discussion on the Ability for Supplemental Information to be Included by the
County, Cities and Schools in the Proposed Tax Notices and Make a
Determination on the Supplements for the Current Year
County Attorney Review Risk Management Review
Create Safe, Healthy, and Livable Communities
P' Develop Strong Public Partnerships and an Active and Informed Population
Provide a Supportive Organizational Culture Which Enhances the County Mission
Manage the Challenges and Opportunities Derived From Growth and Development
Sustain the County's Excellent Financial Health and Economic Profile
SlGtir~l@JRE~)... )~';f;4;i COUNffi ,cE5MINISTRAulfi!t SIGNAtT(JRbi4t7it"'W~
_ ,s. 'c' '" ill t _' ;, ,""'" ':+ii:;;; ~~.Tiii;; :,"", .:> , " '" ~ !Ii ,.';: i~: ,.' t L if ~ - - < ,- _^ 'C ':i' ,< , " ' --~G-")LE~~[d
^ = %,""'. - -- -' ,,' -:",:,'~YHi:1i:ii i'fu~ Jtn'!'!'i:, ,<":H,:,,,;:~ii:: ",,: ,'ii", -.t::' ',.,.",;"i"gk",. )c",,-:iiiL:iJi:)i~.h "Mbm; : -~ '. ~ - ,,,,/.,, ';,,;-+;,,h_~1<:~~:'J,,,:ii::di:'i,1s ci...=~,- m-,,")
:;~t7' B "ml(jN/FI1!I4G~lSi1geml(j]l.S"\i
--:. ~ - "' t;,">)i',~- "'-'iiii::,di,d+' ,(~ ",'~ '~_ ::,;':-:@j.,.; ?;,,:'. - ~- "rS1"ffi,dcx,,1;.,_R,_,<,-:,:::~1i~
Cynthia Geis, Scott County Auditor
Kevin Ellsworth, Chief Financial Officer
Scott County City Administrators
Scott County School Finance Administrators
2005-
Backg rou ndl Justification:
In July of 2005, the Minnesota Legislature passed a bill that would allow the governing body of a County, City
or School, with the ~onsent of the County Board, the ability to include supplemental information with the Notice
of Proposed Taxes about the impact of state aid increases or decreases and on the level of services provided
by each jurisdiction. The Department of Taxation has had one inquiry and one formal request for the
supplements. In addition a conversation on this topic was held on Monday, October 1 th at the County/City
Administrator's lunch meeting.
The information could include material and data on the current year, following year, or for as many consecutive
years as deemed appropriate. It can only include information on: 1) impact of inflation; 2) growth in population;
3) state or federal government action; 4) other financial factors that affect the level of property taxation and
local services that the County, City or School deems appropriate.
The formal request was received by Independent School District 191, Burnsville, to allow an insert into the
notice. Their school district boundaries reside in both Dakota County and Scott County. Dakota County is
allowing inserts with their notices. Scott County would need to approve the request to include the inserts in our
~
('
County in order for the entire school population for ISO 191 to be informed. An inquiry was also made by the
City of Shakopee on the ability to include an insert. No formal request has been received to date.
Conversations have been held with the other Metro Counties about this issue, of which three of them are
allowing inserts: Hennepin, Ramsey and Dakota; and three are not: Carver, Anoka and Washington.
Scott County staff requests the County Board to have discussions about this issue, including whether or not we
want to include an insert for our own budget and tax information. Because we are discussing an issue that
impacts and overlaps with other jurisdictions, we are extending an invitation to all Cities and Schools in Scott
County to participate in our dialogue and conversation.
Staff also requests that the Scott County Board of Commissioners make a determination on whether to allow
the local jurisdictions within the County the opportunity to include with the Proposed Tax Notices supplemental
financial information allowed within state law. Staff will be present to discuss the policy, conversations with
local jurisdictions to date, and to discuss the procedural requirements if we move forward with allowing the
information to be included with the notices.