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Home My WebLink About3. Budget Discussion #-3 CITY OF SHAKO PEE Memorandum TO: Mayor and Council Mark McNeill, City Administrator FROM: Gregg Voxland, Finance Director SUBJ: 2004 Budget Update DATE: November 17, 2003 Introduction & Background Council should give staff direction on several items in preparation for the Truth In Taxation hearing scheduled for December I, 2003 at 7:00 P.M. Attachment A is current the status of the General Fund budget. Revenues have been changed since Council last viewed this data to reduce the tax levy by about $400,000 and to increase development fees by $250,000 to stay at the 18% reliance on development fee level, the same as 2003. Expenditures have had several refinements but no major changes. The attachment reflects a draw down of fund balance of about $200,000. Attachment B is a list of items that staff felt the Council should be aware of that were excluded from the original budget requests because of the direction to prepare a very conservative budget. The adding of these items and the impact on fund balance if revenues are not increased is shown. Please note that the use of fund balance is finds on hand from 2002 and does not include any operating surplus from 2003. Development fees are about $1.2 million ahead of budget (intentionally conservative budget) and it appears that expenditures could be about 200,000 ,under budget in 2003. Attachment C is a Truth In taxation notice for a property that is about average value in Shakopee. The city tax increase is 13% but the total tax increase is 7.5%. Reducing the city tax by the approximately $400,000 would about cut the city increase in half. Following reviewing the budget status and the expenditure options above, Council needs to decide what the tax levy will be in preparation for the public hearing on December 1st. Attachment D is a copy of the proposed tax rates for Scott County taxing jurisdictions. Shakopee remains the lowest city tax rate in the county. Attachment E is a sample of the Truth In Taxation notice that will be published in the Shakopee Valley News. Attachment F is the Building Fund five-year schedule. As prepared, it shows bond revenue for the new public works building and fire stations. Under the new law, Council can issue bonds for those purposes with holding a referendum but is required to hold a public hearing before adopting the Capital Improvement Plan. This would not commit the council to actually issuing bonds but would only give Council the authority to do so. The advantages of issuing bonds are that the interest rates are currently very low and it would provide the financing to construct a very needed building immediately. There is no disadvantage because Council could decide annually to cancel the tax levy to pay the bonds and use other funds (Building Funds) instead to make the bonds payments. The amount needed for the new public works building is about 6 million dollars. This would cost the average residence in Shakopee about 36 dollars a year in taxes. Action Move to Gregg Voxland Finance Director c, \gregg\memo\ R5509BUD .01 CITY OF S.EE 11/.2:41:01 Fiscal Period: 10 1 03 Budget Report Page- 1 Level Of Rollup 5 2000 2001 2002 10/31/2003 2003 2004 2004 2004 Actual Actual Actual YTD Final Requested Approved Final Object Code 1 Description Amount Amount Amount Actual Budget Budget Budget Budget 01000 GENERAL FUND 4000 REVENUES AND EXPENDITURES 4001 REVENUES 4005 TAXES 3,399,045- 3,863,980- 6,418,795- 3,727,733- 7,418,570- 7,427,060- 7,427,060- 7,427,060- 4100 SPECIAL ASSESSMENT 2,167- 1,641- 5,200- 4200 LICENSES AND PERMITS 2,023,037- 2,000,133- 2,313,544- 2,774,147- 1,915,300- 1,956,300- 1,956,300- 1,956,300- 4400 INTERGOVERNMENTAL 873,356- 981,799- 520,322- 458,578- 219,930- 269,980- 269,980- 269,980- 4500 CHARGES FOR SERVICE 1,957,564- 1,805,944- 1,243,535- 1,165,026- 875,800- 848,300- 848,300- 848,300- 4820 FINES & FORFEITS 172,017- 230,085- 253,348- 176,979- 240,000- 260,000- 260,000- 260,000- 4830 MISCELLANEOUS 773,677- 327,872- 304,938- 86,291 241,000- 200,000- 200,000- 200,000- 4960 PROCEEDS FROM DEBT ISSUED 16,492- 4001 REVENUES 9,215,187- 9,211,980- 11,056,123- 8,221,373- 10,910,600- 10,961,640- 10,961,640- 10,961,640- 6000 EXPENDITURES 6001 WAGES & BENEFITS 4,472,729 4,937,937 5,938,104 4,654,455 6,381,840 6,838,240 6,838,240 6,838,240 6200 SUPPLIES AND SERVICES 3,098,351 3,322,234 3,504,093 2,726,719 3,668,795 4,202,730 4,202,730 4,202,730 6600 MISCELLANEOUS 95,362 106,523 114,869 122,874 301,500 454,500 454,500 454,500 6700 CAPITAL OUTLAY 83,756 57,389 64,940 16,323 147,200 61,300 61,300 61,300 6800 DEBT SERVICE 1,125 1,125 6000 EXPENDITURES 7,751,323 8,425,208 9,622,006 7,520,371 10,499,335 11,556,770 11,556,770 11,556,770 8005 TOTAL TRANSFERS IN 8010 OPERATING TRANSFERS IN 1,329,797- 1,322,619- 1,057,147- 790,000- 1,115,000- 1,331,310- 1,331,310- 1,331,310- 8005 TOTAL TRANSFERS IN 1,329,797- 1,322,619- 1,057,147- 790,000- 1,115,000- 1,331,310- 1,331,310- 1,331,310- 8050 TOTAL TRANSFERS OUT 8052 TRANSFERS OUT 2,416,036 3,837,940 2,101,744 878,700 878,700 934,150 934,150 934,150 8050 TOTAL TRANSFERS OUT 2,416,036 3,837,940 2,101,744 878,700 878,700 934,150 934,150 934,150 4000 REVENUES AND EXPENDITURES 377,625- 1,728,549 389,520- 612,302- 647,565- 197,970 197,970 197,970 01000 GENERAL FUND 377,625- 1,728,549 389,520- 612,302- 647,565- 197,970 197,970 197,970 ~ 6 City of Shakonee I 2004 Budget Decision packaaes I I I I 10/30/03 2004 Budaet Status (Use of Fund Balance) ~- 1197 970\ S 1197 970) $ 1197 970) I I I I I I ~ Desirable ~ 2 Police Officers (total of 38 officers) Julv 1 start 55,000 Former nolice insurance I 20,000 IT Technician I 30,000 Buildina Insnector I 60,000 Buildina onerations - city staffina 35,000 controlled qrowth studvl 50 000 I I 250 000 250,000 2 Police Officers (total of 40 officers) 110,000 Fitness area I 35,000 Teen Center I 25,000 PW worker addition - General Fund 40,000 Pavement nreservation I 50,000 Park Comn plan undate I 15 000 I I 525 000 525,000 2 Police Officers (total of 42 officers) 110,000 Police holiday nav I 30,000 Entrance monuments I 25,000 Woodland Review staffina 20,000 Historic Preservation study 15,000 Tahnah Park Eauin renlace 125 000 I I 250 000 525 000 850 000 I I Recreation Revenue increase 31,::;0"6 31,500 31,500 Recreation Revenue increase with fitness area 27 000 27 000 I I I 31 500 58 500 58 500 I I I General Fund - Net Additional Fund Balance Draw down 1218 500T 1466 500\ 1791. 500) I I I Total Fund Balance Draw Down I (416,470) (664,470) (989,470) I I I Fund Balance Available Above Minimum Taraet 1/1/03 689 570 689 570 689 570 Revised Fund Balance Available Above Minimum Target of 25% S 273 100 S 25.100 S (299,900) I I I LEVY03-04.XLS 03-04 decision 12:16 PM 11/17/03 C- o /.:~" SCOTT COUNTY Your Proposed Property Tax for 2004 ff Department of Taxat;on c... 1 ,,' ,. 200 4th Avenue West THIS IS NOT A Bill · DO NOT PAY ,Scott Shako pee, MN 55379-1220 IMPORTANT INFORMATION IS PRINTED ON THE BACK OF THIS FORM. Property 10: 272140570 Legal Description: PINEWOOD ESTATES ***-*** AUTO'" 5-DIGIT 55309 LOT -002 BLOCK-011 GREGG M & LINDA J VOXLAND 2161 EASTWAY AVE Property Address: 2161 EASTWAY AV SHAKOPEE MN 55379-3923 SHAKOPEE MN 55379 1.1.1..1.1...11.1...11.1....11.1.1....1.1..11..11.....111...11 Taxes Payable Taxes Payable in 2003 in 2004 Taxable Market Value: $170,200 $190,600 Your taxable market value for property tax payable in 2004 was Property sent to you in the spring of 2003, The period to discuss possible Classification: RESIDENTIAL -HOMESTEAD RES IDENTIAL -HOMESTEAD changes has passed and changes can no longer be made to your property valuation. It is included here for your information only. 0' '" ~~,., TAX INCREMENT TAX FISCAL DISPARITY T A'X $ THIS IS NOT A BilL · DO NOT PAY 8167001 D PROPOSED NET TAX CAPACITIES & RATES FOR PAYABLE 2004 COUNTY OF SCOlT, MINNESOTA Belle Plaine 2,868,358 62.4640 Burnsville 9,485,250 19.6050 0.17134 Elko 615,636 63.9040 w/Cross County unknown Jordan 2,288,943 54.2090 Lakeville 6,408,497 30.9450 0.09484 New Market 878,200 36.6380 w/Cross County unknown New Prague 2,253,853 63.1180 0.01880 Bloomington 49,636 17.6280 0.08653 w/Cross County 3,382,613 w/Cross County unknown Prior Lake 15,364,981 34.4320 0.05118 Belle Plaine 3,989,257 15.9120 0.00248 Savage 17,875,660 51.9550 0,02351 w/Cross County 5,086,791 Shakopee 23,895,480 33.8210 0.01186 Jordan 5,850,720 31.1240 0.01499 Prior Lake 27,158,028 32.6490 0.16371 Shakopee 26,874,210 21.3490 0.12089 New Prague 7,555,182 26.5400 0.01579 w/Cross County 11,444,350 37,269 19.3040 0,01619 22,525 8.6690 0.01619 Belle Plaine 883,535 11.2480 BP Fire/Amb 673,127 4286.0000 NP Fire/Amb 197,078 1.7810 Blakeley 477,631 19.3020 Shak-EDA 23,895,480 0.0760 Cedar Lake 2,573,675 11.7470 Scott Co HRA 87,430,574 1.4060 NP Fire 1,538,902 1.5070 Met Council 85,176,721 1.1920 NM Fire 607,364 2.1820 Mosq Control 87,430,574 0.5430 Credit River 4,443,322 8.2760 Met Transit Helena 1,490,133 10.5510 District-Bond 57,136,121 1.6050 JON Fire 370,883 3.8540 LW MN Water 22,489,911 0.3560 NP Fire/Amb 1,119,250 1.9150 PLJSL Water 19,029,917 3.4320 Jackson 839,112 12.4300 CL Improve 710,633 0.6700 Louisville 1,319,219 4.2490 Region 9 Dev 2,253,853 0.2320 New Market 3,652,611 18.9670 CL Area S&W 595,560 2.9760 Sand Creek 1,478,386 12.8060 St Lawrence 505,687 25.2850 BP Fire/Amb 169,216 7,8430 JON Fire/Amb 336,471 4.9220 Lights 190,830 0.1720 Scott 87,430,574 36.5990 Spring Lake 3,726,152 11.7540 WMO 42,010,399 0.9720 Vermillion WMO 3,900,347 0.2580 ... NOTES ... TAX CAPACITY VALUES ARE THE TAXABLE VALUES TAKEN FROM THE COUNTY TABLE X REPORT FOR TOTAL RATE ADD: COUNTY, CITY OR TWP, SCHOOL, FIRE & SPECIAL TAXING DISTRICTS THAT APPLY AREA WIDE FISCAL DISPARITY RATE: 137.1070 STATE TAX RATE 54.0000 .- I::::. Notice of Proposed Total Budget and Property Taxes The Shakopee City Council will hold a public hearing on its budget and on the amount of the property taxes it is proposing to collect to pay for the costs of services the City will provide in 2004. SPENDING: The total budget amounts below compare the City's 2003 total actual budget with the amount the City proposes to spend in 2004. 2003 Total Proposed Change from Actual Budget 2004 Budget 2003- 2004 - - #DIV/O! ,; -y -- _ ,fj;f1if4 TAXES: The property tax amounts below compare that portion of the current budget levied in property taxes in the City of Shakopee for 2003 with the property taxes the City proposes to collect in 2004. 2003 Proposed 2004 Change from Property Taxes Property Taxes 2003 - 2004 $ 7,602,685 $ 8,737,408 14.925% LOCAL TAX RATE COMPARISON: The following compares the City's current local tax rate, the City's tax rate for 2004 if no tax levy increase is adopted, and the City's proposed tax rate for 2004. 2003 2004 Tax Rate if 2004 Proposed Tax Rate NO Levy Increase Tax Rate 33.939% 29.072% 33.821 % Attend the Public Hearing All Shakopee residents are invited to attend the public hearing of the City Council to express their opinions on the budget and on the proposed amount of 2004 property taxes. The hearing will be held on: Monday, December 1 at 7:00 PM Shako pee City Hall 129 Holmes St S Shakopee, MN 55379 You are also invited to send your written comments to: Shakopee City Council 129 Holmes St S Shako pee, MN 55379 City of Shakopee, Minnesota Building Fund Projected Fund Levels 2004-2009+ Capital Improvement Program REVENUES: 2004 2005 2006 2007 2008 2009+ Rentals $788,280 $800,000 $830,000 $860,000 $1,310,000 $1,360,000 Donations 2,750,000 Storm and Sewer contributions 600,000 Interfund Loan Bond Proceeds - Public Works Bond Proceeds - Fire 2,100,000 2,500,000 3,300,000 Bond Proceeds - Park Referendum 11,000,000 Transfers 700,000 700,000 700,000 700,000 700,000 700,000 Interest 26,783 76,783 136,875 202,986 (7,043) 72,543 Total Revenue 1,515,063 15,926,783 1,666,875 3,862,986 4,502,957 5,432,543 EXPENDITURES: Maintenance Type Fire Station 1 reroof PW remodel 150,000 Construction Type Library Police Station New Police Station assessments 15,050 14,500 14,100 13,700 13,300 12,900 Pool Bathhouse Building 660,000 Comm Center Expansion 11,000,000 Comm Center Multiuse 2,750,000 PW Expansion 7,000,000 New City Hall 6,000,000 Fire station 1.1 2,500,000 Fire station 3 2,100,000 Fire station 3 Site Fire station 4 site 100,000 Fire station 4 2,300,000 Fire Training Tower 1,000,000 Total Expenditures 265,050 14,424,500 14,100 9,113,700 2,513,300 9,312,900 Excess (Deficiency) 1,250,013 1 ,502,283 1,652,775 (5,250,714) 1,989,657 (3,880,357) \-\ Cash Balance 1/1 669,572 1,919,585 3,421 ,868 5,074,643 (176,071) 1 ,813,586 Balance 12/31 $1,919,585 $3,421,868 $5,074,643 ($176,071) $1,813,586 ($2,066,771 ) ~ - 2004-2005 Park Development Professional Services Budget ON 'Tl')~L.-e ;3 Proposed Professional Service Project Costs 2004 2005 Greenway Planning Operating Budget 21,000 Soccer Complex - Park Reserve 35,000 Includes architectural design for building Huber Park Plans Park Reserve 39,000 Design and construction documents Huber Park Improvements Park Reserve 75,000 Construction project administration Tahpah Park Improvements Park Reserve 44,000 Design, construction documents, construction administration Greenfield Neighborhood Park West Park Reserve 31,500 Design, construction documents, construction administration O'Dowd Lake Park Park Reserve 10,000 Design and construction documents O'Dowd Lake Park Park Reserve 20,000 Construction project administration Dean lake Trail Park Reserve 17,500 Design, construction documents, construction administration South bridge Area Park and Trails Park Reserve 20,000 Design, construction documents, construction administration Providence/Westchester Neighborhood Park Park Reserve . 20,000 Design and construction documents Total 180,500 152,500 Alternative to Consider Funding Source 2004 2005 Comments Hire Park Planner (wages + benefits) Operating/Park Reserve 67,500 70,000 Technical planning, design, and construction Equipment and supplies for position Operating Budget 10,000 10,000 Professional Services Rqd for Specific Projects Park Reserve 75,000 50,000 Architectural, specialized design, etc. Total 154,504 132,005 ~ . ,\; y ~\ 31 '=l- - b6 \0'1." , CITY OF MAPLE GROVE II PARK PLANNER II Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job. FLSA Status: Exempt Department: Parks and Recreation Date: 1/01 POSITION SUMMARY Will be responsible for technical assistance with the planning, design and construction observation of park improvements. Will provide technical support for creating construction documents and specifications. Will also have the responsibility to review subdivision developments assuring environmental sensitivity and compliance with the Maple Grove Comprehensive Park System and Recreation Plan. SUPERVISION RECEIVED AND EXERCISED Works under the general supervision of the Parks and Recreation Director. Works independently to set work tasks to meet assigned deadlines. Works cooperatively with Administrative Management Aide for project administration. Monitors work of contractors and assure compliance with contract agreements. ESSENTIAL FUNCTIONS 1. Reviews subdivision proposals that involve parkland or easement acquisition and environmentally sensitive sites. Review may include negotiations with developer, examination of grading plans, landscape planting plans and unique site preparations. 2. Monitors compliance with developer's agreements including inspection of grading, top soil, seeding and completion of other identified park dedication requirements. 3. Designs park projects including site analysis, preparation of site plans, cost estimates, permit requirements and all documents for public presentations. 4. Presents design plans to the Park Board and City Council, also hosts public meetings as appropriate. 5. Assures completion of construction bid process including preparation of construction documents and specifications, advertisement for bids, bid opening and pre-construction meetings. 6. Supervises all aspects of construction projects including survey work, contractor's work schedule, daily field inspections to monitor compliance with specifications, as well as change orders and final inspections. 7. Assists with updating the Comprehensive Park Plan and other park planning documents. 1 . 'j MARGINAL FUNCTIONS , 1. Participates as an active team men1ber with City-wide planning efforts. 2. Assists with special projects as req~estecl. KNOWLEDGE. SKILLS AND ABILITIES , KnowledQe of: Knowledge of accepted park/trail constr~ction practices and proven experience inspecting construction projects. Abilitv to: Ability to work independently, to prioritize tasks, complete work assignments accurately and within specific deadlines. Ability to work with a variety of drafting tool~ and computer aided drafting software for document preparation. Ability to effectively communicate, both orally and in writing. Ability to perform the physical efforts ~ommonly encountered with field work and site inspections. Ability to establish and maintain effective ~orkin!~ relationships with the public, City officials and City staff. EXPERIENCE AND TRAINING GUIDELINES Experience: A minimum of three years experience in cpnstrLJction contract administration, site supervision, subdivision review, and/or park design. Previous experience with park design incluping trails, athletic fields, shelter buildings and other unique park facilities is desirable. Experience in a municipal park and recreati,on setting is desirable. TraininQ: Bachelor's degree in landscape architecture, landscape design, or environmental design from an accredited university. License or Certification: Registered as a Professional Landscape )\rchited in the State of Minnesota preferred, but not required. Possession of, or ability to obtain an appropriate, valid Minnesota Driver's License and a personal vehicle for business use. WORKING CONDITIONS Environmental Conditions: 60% office environment and 40 % outdoors, at project sites. 2 . . Physical Conditions: Essential and other important responsibilities and duties require maintaining physical condition necessary for walking, climbing and maneuvering around construction sites; adequate hearing, vision, and speech required. G:\PERSONNE\Job Class\PARK PLANNER.doc 3