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HomeMy WebLinkAbout11/17/1997 TENTATIVE AGENDA WORK SESSION SHAKOPEE, MINNESOTA NOVEMBER 17, 1997 LOCATION: 129 Holmes Street South Mayor Jeff Henderson presiding 1] Roll Call at 4:00 P.M. 2] Approval of Agenda 3] Tax Increment Financing Issues a] Future revenues b] Where to spend funds c] Extension of District#7 d] ISD payment e] Closing of District#6 f] Closing of District#3 g] Cancel fiscal disparities for District#3 h] Balance of civic center funds i] Balance of drainage funds 4] Five Year Park Reserve Fund Budget 5] General Fund a] Tax rate b] Recreation department transfer 6] Utility Rates a] Sewer fund b] Storm fund c] Refuse fund 7] Other business 8] Adjourn CITY OF SHAKOPEE Memorandum TO: Mayor and Council Mark McNeill, City Administrator FROM: Gregg Voxland, Finance Director SUBJ: TIF Issues DATE : November 12, 1997 Introduction Several items in the TIF plan and budget need to be discussed and modified. Background Future revenues : enclosed is the TIF forecast sheet we have been using for many years. Estimates of TIF revenue per parcel has been used. Where to spend funds : the projects box on the enclosed forecast sheet shows the proposed expenditures . Any changes in the forecast have been added to the Chaska Interceptor payments . Park projects from the CIP are only $380, 000, down from previous years . TIF district #7 extension: it appears that we could extend district #7 by another 1/2 year. Revenue would be about $20, 000 . Does Council/EDA want to pursue this? ISD payment : the TIF rebate to the school district based on tax capacity taxes is phasing out . The enclosed forecast projects this occurrence. Close TIF district #6 (Motel) : TIF revenue from this district is estimated to be about $5, 500 next year. Due to the small amount of dollars involved and the administrative problems this district has with the current enforcement of TIF laws, it is recommended that district #6 be closed. The last two years of TIF collection from this district have been held and not spent . Further recommendation is to turn these funds back to the countyfor distribution as general tax dollars . District #3 (Downtown) : The fiscal disparities contribution for this district comes from the city as a whole and not the district . Does Council/EDA wish to continue this arrangement? The dollars involved are about $11, 000/yr. TIF revenue with fiscal disparities would be about $22, 000/yr. Does Council/EDA want to close district #3? Balance of Civic Center construction fund: After the sign there is about $74, 000 left . Barring other direction by Council/EDA, this will be transferred back to the TIF #1 capital projects fund for subsequent transfer to another debt service or TIF construction fund. Balance of Drainage construction fund: There is only about $4, 000 left in this TIF fund. Barring other direction by Council/EDA, this will be transferred back to the TIF #1 capital projects fund for subsequent transfer to another debt service or TIF construction fund. Action Discuss and give staff direction. Jc Gregg Voxland Finance Director i:\finance\docs\taxincrement\97bud 3 --v 2 0v� U)0 t0 . cON—M 0 Wn .vim do E ° Era v 0 1O CO C) 0 0 m co roco C N 0 N Cli C 0 Q m 00 0 00 O O 0 top0 0 0 0 O N O O NN. 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Background Under some circumstances, a TIF district could receive increment for 8 . 5 years instead of the previously expected 8 years. TIF Distract #7 (Mebco) falls into this category. The EDA could qualify for a first half settlement in 1999 if conditions are met . The amount could be about $21, 000 based on pay 1997 taxes. Alternatives 1 . Status quo of 8 years of TIF collection. 2 . Research what action is needed to implement 8 . 5 years of TIF collection. Action Discuss and give staff direction. Gregg oxland Finance Director I:\finance\docs\taxinc\collect8 3-3 CITY OF SHAKOPEE Memorandum TO: Mayor and Council Mark McNeill, City Administrator FROM: Gregg Voxland, Finance Director SUBJ: Park Reserve Fund budget DATE : November 12, 1997 Introduction The Recreation Department has suggested changes in the 1998 capital projects for parks . Council wanted to further review the impact on the Park Reserve Fund. Background Recreation Department wanted to shift dollars around to include more in 1998 expenditures and reduction is subsequent years . Attached in a print of the Park Reserve Fund projections from the CIP. It is expected that Mark McQuillan will be present to explain and answer questions . Action Discuss and give staff directions . h0 Gregg Voxland Finance Director is\finance\docs\gregg\park98 o O 0 "t si' o 0 0 (0 U) • + p 1 1 1 0 1 1 p CC) CC) CO to Cf) LA O V 00 Cfl CO CO 0 N EA EA O O 0 0 O O ' ' ' 0 O O 0 to U) N (13 (0 In N N d' U) • Ea H3 0 0 0 0 0 0 O Cr"' O ' O ' O O O O O UUC) CSC) E, L6 L6 N M N- ai V N.c M N r r N M 'cr v N dr} Ef} E 0 0 0 0 0 0 0 0 O CPC O O (0 0 O 0 0 (0 O In to O O O to ' In O 0 0 CC) L p 0 0 N: N C5 N O N M tri I 0) O CC) LO d' ti 10 [C' ti N r- CO O N — CO CO r In N N a CO EA EF} ..+ O co c co N 0 0 O O O O O CSC) U c > E cc co O ' ' 0 O O O O O O O LL J >O T CO LO CV CO t0 N M .. 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BACKGROUND On October 21, 1997,the Parks and Recreation Advisory Board reviewed the 1998 Parks 5 Year Capital Improvement Program and recommended the following: 1. In the 1997 Parks CIP, $12,000 is identified for safety fencing on the ballfields at Tahpah Park. For the past two years,the Public Works Department has been using park maintenance funds to install safety fencing on these fields(2 fields per year).The project will be completed by 1999. Therefore,the PRAB is recommending shifting the$12,000 for safety fencing into 1998 for hockey boards in Lions Park. This will be an increase of$2,000 from what was originally proposed to Council on October 21, 1997,by staff.The Advisory Board wants to make sure there is adequate funding to complete the project. 2. The Parks and Recreation Advisory Board also recommended moving the 1997 County Road 79 Trail Project into 1998 and consolidating the three year fencing project for Muenchow Fields (1998-99-2000) into a one year project to be done in 1998. Attachment A is the 1997 Parks CIP Attachment B is the Proposed 1998 Parks CIP Attachment C is the Revised 1998 Parks CIP. ACTION REQUEST Move adjust the 1998 Parks Capital Improvement Program to include: • $12,000 for new hockey boards in Lions Park; • $55,000 for the County Road 79 Trail Project and • to consolidate the three year ball field fencing project for Muenchow Fields into a one year project to be done in 1998. 1, ark . 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(NI L cu N a) L C *UC C O w a) U a) N = ti as a) NN C CL N T cu .c0. t) i— o a V a) .O V Q a) L C C r ai C0 C 0 N a) C 0 • 0 C O C N w = LL .0 E a_ o U a) U n vi + U ' al 0 0 N I— C N t w w 1C CO o C Q 0) O C N N r' L o a) `= Eod U 3 -o at c a vo L N n va. v ma Cu a) UO pU E 3o ' a) _U a) L (a c —, 3 0. 0 ..7. o. al L •L mu 2° Na) N a) a) a c o 0 � H ODI— _ 1— Oz o0 0 0 0 O 0 o 0 O O 0 0 a) Cf) Cn LK ..6c Ct 00 V' •,:t 'st I- C 0) .. CC 0 N 4) Y O L ^^L ^^CQ C0 N -, _Q e a) a) a) O a) 0 0 C6 cu = C U C i u) N Cu — -v Def i > a) C Et 73- m O a) v C Q 5) O Ei O U X C6 0 E C ~ 7 CC) a) .e W _iU W LL Q .2 L a Q 6 y-(o .5-/ /9, City of Shakopee TAX CAPACITY LEVY ONLY 11/14/97 Pay 1997 Pay 1998 Change Fire Levy City Tax Levy - Gross 2,907,742 2,911,313 0.1% Less Fiscal Disp. Dist. (292,680) (337,533) 1996/7 Net levy spread 2,615,062 2,573,780 -1.6% 0.04245 Total City Taxable Tax Capacity 12,016,642 12,195,361 1.5% 1997/8 City Tax Rate 0.23098 0.21197 -8.2% 0.03238 Assessor's Estimated Market Value $66,300 $69,600 5.0% Tax Capacity $ 29.55 First $72/75,000 at 1% 663 696 $ 28.14 Balance at 2/1.85% $ (1.40) 663 696 5.0% City Tax Rate 23.098% 21.197% City Tax $153.14 $147.53 -3.7% Assessor's Estimated Market Value $96,200 $101,600 5.6% Tax Capacity $ 43.13 First $72/75,000 at 1% 720 750 $ 40.84 Balance at 2/1.85% 484 492 $ (2.29) 1,204 1,242 3.2% City Tax Rate 23.098% 21.197% City Tax $278.10 $263.29 -5.3% Assessor's Estimated Market Value $105,800 $107,800 1.9% Tax Capacity $ 45.76 First $72/75,000 at 1% 720 750 $ 44.91 • Balance at 2/1.85% 676 607 $ (0.85) 1,396 1,357 -2.8% City Tax Rate 23.098% 21.197% City Tax $322.45 $287.60 -10.8% Assessor's Estimated Market Value $174,000 $177,800 2.2% Tax Capacity $ 75.48 First $72/75,000 at 1% 720 750 $ 73.86 Balance at 2/1.85% 2,040 1,902 $ (1.61) 2,760 2,652 -3.9% City Tax Rate 23.098% 21.197% City Tax $637.50 $562.10 -11.8% Assessor's Estimated Market Value $174,000 $177,800 2.2% Tax Capacity Commercial $ 75.48 First $100/150,000 at 3/2.7% 3,000 2,700 $ 73.86 Balance at 4.6% 3,404 3,349 $ (1.61) 6,404 6,049 -5.5% . City Tax Rate 23.098% 21.197% City Tax $1,479.20 $1,282.16 -13.3% Assessor's Estimated Market Value $72,000 $76,875 6.8% Tax Capacity $ 32.63 First $72/75,000 at 1% 720 750 $ 30.56 Balance at 2/1.85% 35 $ (2.07) Hypothetical 720 785 9.0% City Tax Rate 23.098% 21.197% City Tax $166.31 $166.33 0.0% s- i Shakopee Assessed Value and Taxes Payable Tax Capacity Formulas Residential Properties 1992/93 1st 72,000 @ 1.00% excess @ 2.00% 1993/94 1st 72,000 @ 1.00% excess @ 2.00% 1994/95 1st 72,000 @ 1.00% excess @ 2.00% 1995/96 1st 72,000 @ 1.00% excess @ 2.00% 1996/97 1st 72,000 @ 1.00% excess @ 2.00% 1997/98 1st 75,000 @ 1.00% excess @ 1.85% Tax Capacity Formulas Commercial Properties 1992/93 1st 100,000 @ 3.00% excess @ 4.70% 1993/94 1st 100,000 @ 3.00% excess @ 4.60% 1994/95 1st 100,000 @ 3.00% excess @ 4.60% 1995/96 1st 100,000 @ 3.00% excess @ 4.60% 1996/97 1st 100,000 @ 3.00% excess @ 4.60% 1997/98 1st 150,000 @ 2.70% excess @ 4.00% See examples on following pages. • S-2-- Shakopee Assessed Value and Taxes Payable Residential Tax EMV Tax Cap. City City Total Total Parcel Year Value Value Tax Rate Tax Tax Rate Tax 27-004147-0 1992/93 72,000 720 28.162% 202.77 140.007% 1,008.05 1993/94 72,000 720 27.104% 195.15 146.446% 1,054.41 1994/95 77,000 820 25.245% 207.01 152.742% 1,252.48 1995/96 81,600 912 22.458% 204.82 142.072% 1,295.70 1996/97 83,200 944 23.098% 218.05 133.820% 1,263.26 1997/98 86,900 970 21.197% 205.64 0.00 27-037013-0 1992/93 83,200 944 28.162% 265.85 140.007% 1,321.67 1993/94 83,200 944 27.104% 255.86 146.446% 1,382.45 1994/95 89,000 1,060 22.458% 238.05 152.742% 1,619.07 1995/96 94,400 1,168 22.458% 262.31 142.072% 1,659.40 1996/97 96,200 1,204 23.098% 278.10 133.820% 1,611.19 1997/98 101,600 1,242 21.197% 263.29 0.00 27-033005-0 1992/93 92,200 1,124 28.162% 316.54 140.007% 1,573.68 1993/94 92,200 1,124 27.104% 304.65 146.446% 1,646.05 1994/95 98,700 1,254 25.245% 316.57 152.742% 1,915.38 1995/96 104,600 1,372 22.458% 308.12 142.072% 1,949.23 1996/97 , 105,800 1,396 23.098% 322.45 133.820% 1,868.13 1997/98 107,800 1,357 21.197% 287.60 0.00 27-015004-0 1992/93 126,900 1,818 28.162% 511.99 140.007% 2,545.33 1993/94 126,900 1,818 27.104% 492.75 146.446% 2,662.39 1994/95 135,800 1,996 25.245% 503.89 152.742% 3,048.73 1995/96 143,900 2,158 22.458% 484.64 142.072% 3,065.91 1996/97 141,400 2,108 23.098% 486.91 133.820% 2,820.93 1997/98 146,800 2,078 21.197% 440.54 0.00 27-015006-0 1992/93 153,800 2,356 28.162% 663.50 140.007% 3,298.56 1993/94 153,800 2,356 27.104% 638.57 146.446% 3,450.27 1994/95 164,600 2,572 25.245% 649.30 152.742% 3,928.52 1995/96 174,500 2,770 22.458% 622.09 142.072% 3,935.39 1996/97 174,000 2,760 23.098% 637.50 133.820% 3,693.43 1997/98 177,800 2,652 21.197% 562.10 0.00 5--.3 Commercial Tax EMV Tax Cap. City City Total Total Parcel Year Value Value Tax Rate Tax Tax Rate Tax 27-001162-0 1992/93 52,100 1,563 28.162% 440.17 140.007% 2,188.31 1993/94 54,000 1,620 27.104% 439.08 146.446% 2,372.43 1994/95 59,400 1,782 25.245% 449.87 152.742% 2,721.86 1995/96 59,400 1,782 22.458% 400.20 142.072% 2,531.72 1996/97 63,800 1,914 23.098% 442.10 133.820% 2,561.31 1997/98 63,800 1,723 21.197% 365.14 0.00 27-001205-0 1992/93 288,100 11,841 28.162% 3,334.66 140.007% 16,578.23 1993/94 293,600 11,906 27.104% 3,226.89 146.446% 17,435.27 1994/95 323,000 13,258 25.245% 3,346.98 152.742% 20,250.53 1995/96 323,000 13,258 22.458% 2,977.48 142.072% 18,835.91 1996/97 323,000 13,258 23.098% 3,062.33 133.820% 17,741.86 1997/98 . 323,000 12,008 21.197% 2,545.34 0.00 27-087008-0 1992/93 332,000 13,904 28.162% 3,915.64 140.007% 19,466.57 1993/94 342,800 14,168 27.104% 3,840.09 146.446% 20,748.47 Income 1994/95 377,000 15,742 25.245% 3,974.07 152.742% 24,044.65 " 1995/96 377,000 15,742 22.458% 3,535.34 142.072% 22,364.97 " 1996/97 389,800 16,331 23.098% 3,772.09 133.820% 21,853.88 1997/98 377,000 14,492 21.197% 3,071.87 0.00 27-105001-0 1992/93 837,400 37,658 28.162% 10,605.25 140.007% 52,723.84 1993/94 848,800 37,445 27.104% 10,149.09 146.446% 54,836.70 1994/95 933,600 41,346 25.245% 10,437.70 152.742% 63,152.10 1995/96 902,200 39,901 22.458% 8,961.01 142.072% 56,688.43 1996/97 902,200 39,901 23.098% 9,216.38 133.820% 53,395.79 1997/98 902,200 38,651 21.197% 8,192.89 0.00 27-054001-0 1992/93 4,532,400 211,323 28.162% 59,512.78 140.007% 295,866.99 1993/94 4,575,200 208,859 27.104% 56,609.14 146.446% 305,865.65 1994/95 4,575,200 208,859 25.245% 52,726.51 152.742% 319,015.72 1995/96 4,575,200 208,859 22.458% 46,905.60 142.072% 296,730.44 1996/97 4,669,400 213,192 23.098% 49,243.18 133.820% 285,294.07 1997/98 5,003,700 227,320 21.197% 48,185.06 0.00 S--I( A BI C I D I E IFI G I H III J 36 SUMMARY GENERAL FUND 37 1997 1998 38 GF Total Revenue(draft pus above) 6,175,904 6,504,024 328,120 39 Liquor Licenses revenue increase 12,000 0 40 Land division Administration revenue increase 5,000 0 41 PW Services revenue increase 5,000 0 42 Engineering fees revenue increase 50,000 0 43 Engineering grade fee revenue increase 20,000 0 44 Fine revenue increase 8,000 0 45 Other Expenditure adjustments 4,950 0 46 Block 3&4 transfer cut 18,500 0 47 Rec transfer cut for equipment deleted (2,100) 0 48 Admin position study expenditure increase (20,000) 0 49 Rec transfer for Depreciation increased (120,000) 0 5o GF Expend(draft) (6,230,220) (6,598,730) (368,510) 51 Net surplus(deficit)shown (72,966) (94,706) 52 53 DS Levy to replace transfer (193,371) (202,942) 54 Net surplus(deficit) (266,337) (297,648) 55 Equip Fund Designated Fund Balance draw down 162,500 162,500 56 1996 to 1998 57 Net surplus(deficit) (103,837) (135,148) 58 Underspend/overbudget factor 100,000 100,000 59 Net surplus(deficit) (3,837) (35,148) 60 61 Subsidy for Recreation Fund 301,140 293,700 (7,440) 62 63 Under spent factor has been about 5%for 1994 and 8%for 1995. 64 Underspend factor for 1997 shown at$100,000 is 1.6%. S—S CITY OF SHAKOPEE 1998 GENERAL FUND BUDGET SUMMARY 1992 1993 1994 1995 1996 Actual Actual Actual Actual Actual Revenue Taxes $2,215,861 $2,690,777 $2,951,832 $2,950,583 $2,873,265 Special Assessments 0 0 0 0 0 Licenses and Permits 336,794 481,992 410,992 589,104 $711,190 Intergovernmental 634,990 781,224 831,072 779,276 $876,219 Charges for Service 966,139 1,277,803 781,002 935,196 $1,075,570 Fines and Forfeits 63,644 63,773 64,914 80,083 $95,865 Miscellaneous 277,719 238,984 199,290 323,187 $318,053 Total Revenue 4,495,147 5,534,553 5,239,102 5,657,429 5,950,162 Expenditures General Government 1,169,460 1,199,244 1,291,772 1,451,119 1,451,119 Public Safety 1,695,577 1,599,182 2,389,753 2,050,871 2,050,871 Public Works 1,533,166 1,694,055 1,017,678 1,123,556 1,123,556 Recreation 531,528 635,077 641,707 610,584 610,584 Miscellaneous 43,178 40,040 29,150 33,780 33,780 Total Expenditures 4,972,909 5,167,598 5,370,060 5,269,910 5,269,910 Excess (deficiency) Revenues over Expenditures (477,762) 366,955 (130,958) 387,519 680,252 Other Sources 742,646 572,905 1,035,558 759,832 759,832 Other Uses (552,000) (1,102,265) (242,654) (96,971) (96,971) Excess (deficiency) Revenues & Other Sources Over Expenditures & Other Uses ($287,116) ($162,405) $661,946 $1,050,380 $1,343,113 Residual Equity Transfer 87,752 Fund Balance December 31 $1,667,255 $1,565,800 $2,227,746 $3,278,126 $4,621,239 Expenditure projections for 1997 through 2000 assumes a 4%increase each year. Revenues and Expenditures for the Pool and Park&Rec.divisions are budgeted in the Recreation(Enterprise)Fund starting In 1996. S's 1997 1998 1999 2000 2001 2002 Estimate Estimate Estimate Estimate Estimate Estimate $2,965,865 $2,962,087 $2,965,865 $2,965,865 $2,965,865 $2,965,865 0 0 0 0 0 0 $556,100 $638,300 $671,300 $702,300 $733,300 $764,300 $928,269 $863,517 $822,997 $797,997 $797,997 $797,997 $711,690 $910,520 $905,430 $913,550 $921,910 $930,520 $80,000 $85,000 $87,000 $89,000 $91,000 $93,000 $169,100 $190,000 $190,000 $190,000 $190,000 $190,000 5,411,024 5,649,424 5,642,592 5,658,712 5,700,072 5,741,682 1,588,500 1,680,940 1,748,178 1,818,105 1,890,829 1,966,462 2,236,100 2,530,880 2,632,115 2,737,400 2,846,896 2,960,772 1,300,130 1,396,480 1,452,339 1,510,433 1,570,850 1,633,684 304,660 373,940 388,898 404,454 420,632 437,457 185,000 302,790 314,902 327,498 , 340,598 354,221 5,614,390 6,285,030 6,536,431 6,797,888 7,069,804 7,352,596 (203,366) (635,606) (893,839) (1,139,176) (1,369,732) (1,610,914) 800,000 848,720 824,000 848,720 874,182 900,407 (251,340) (293,700) (305,448) (317,666) (330,373) (343,587) $345,294 ($80,586) ($375,287) ($608,122) ($825,923) ($1,054,095) $4,966,533 $4,885,947 $4,510,660 $3,902,537 $3,076,615 $2,022,520 s'7 • City of Shakopee, Minnesota 1998 Annual Combined Budget Summary Special Debt Capital Total General Revenue Service Projects Governmental Fund Funds Funds Funds Funds Revenues Taxes $2,999,617 $101,701 $1,144,365 $7,526,000 $11,771,683 Licenses And Permits 638,300 140,000 778,300 Intergovernmental Federal 50,000 50,000 State 813,517 412,289 679,000 1,904,806 Local Charges For Service 910,520 78,660 989,180 Fines And Forfiets 85,000 85,000 Miscellaneous Revenue 50,000 50,000 Interest Earnings 140,000 18,000 $56,500 „. 118,720 333220 TOTAL Revenue 5,686,954 610,650 1,200,865 8,463,720 15,962,189 Expenditures General Government 1,680,940 156,600 1,837,540 Public Safety 2,530,880 2,530,880 Public Works 1,396,480 485,570 7,645,000 9,527,050 Recreation 373,940 301,000 674,940 Debt Service 3,103,640 3,103,640 Public Buildings 1,146,607 1,146,607 Miscellaneous 302,790 275,400 578,190 Total Expenditures 6,285,030 642,170 3,103,640 9,368,007 19,398,847 Excess(Deficiency)of Revenues over Expenditures (598,076) (31,520) (1,902,775) (904,287) (3,436,658) Other Financing Sources And(Uses) Bond Proceeds 910,000 910,000 Interfund Transfers In 848,720 $211,282 494,500 1,554,502 Interfund Transfers (Out) (293,700) ($3,860) (2,075,012) (2,372,572) Excess(Deficiency)of Revenues and Other Sources Over Expenditures and Other Uses ($43,056) ($31,520) ($1,695,353) ($1,574,799) ($4,899,230) Property Tax Levy Required to Support This Budget $2,911,313 $101,701 $250,569 $3,263,583 s-O sb CITY OF SHAKOPEE Memorandum To: Mayor and City Council Mark McNeill, City Administrator From: Mark McQuillan,Parks and Recreation Director Subject: 1998 Budget Addition of New Staff Position Date: August 26, 1997 INTRODUCTION At the August 21, 1997 Budget Workshop, Council directed the Parks and Recreation Director to prepare a requisition for a new Recreation Supervisor position. BACKGROUND The Parks and Recreation Department currently has three full-time professional staff members; the Director of Parks and Recreation,Facility Manager/Assistant Director and Recreation Assistant(title to be changed to Recreation Supervisor). • The Director is responsible for the overall operations of the parks and recreation department. • The Facility Manager is responsible for overseeing the operations of the community center and pool. • The Recreation Assistant is responsible for programming a year round recreation program. As the City continues to grow, so will the City's recreation programs. Current registration figures have already exceeded total registration figures for 1996,and we are only 2/3 of the way into 1997. See Participation Figures on Exhibit A. About 20%of the Director's time is spent helping out with the recreation programs.However, this year my time for programming recreation activities has been significantly reduced because of an increase in park projects. Therefore,the Recreation Assistant was assigned several activities previously administered by the director. I anticipate this trend will continue as the park system expands. I am requesting the hiring of an additional full-time Recreation Supervisor. This person will be undertake the programs the director is currently overseeing and develop new programs; i.e., programs for"active" seniors, children ages 4-7 and a myriad of outdoor recreation activities to mention a few. Title:Recreation Supervisor SALARY: $34,008(Grade J, Step 1;includes 2.5%COLA) PERA: $ 1,762 FICA $ 2,602 HEALTH&LIFE $ 4.632 Total $43,004 BUDGET IMPACT ON 1998 BUDGET PROPOSAL The new position has the potential to generate an additional$5,000-$10,000 in new revenues. More importantly,this position can provide a whole new set of recreation opportunities for residents who are not being served. The additional position will increase the 1998 Budget Expenses from$702,440 to$745,444(does not include depreciation on the building). Mark J. McQuillan Parks and Recreation Director 1 CITY OF SHAKOPEE, MINNESOTA PROFORMA OPERATING STATEMENT- RECREATION FUND For the Year Ending December 31, 1998 1996 1997 1998 Actual Est. Est. Operating Revenue Memberships&Admissions 93,131 90,000 108,000 Activities 111,584 131,000 136,000 Concessions 23,050 27,040 32,040 Rentals 185,100 228,400 239,700 Fees 14,167 19,000 18,000 Miscellaneous 1,504 Contributions 1,544 6.350 8.000 Total Operating Revenue 430,080 501,790 541,740 Operating Expense 4101 FT Salaries 182,421 187,800 199,070 4102 Wages-Overtime 2,194 1,000 4110 PT Salaries 126,225 157,920 156,760 4140 PERA 8,621 8,410 10,320 4141 FICA 21,094 26,450 27,300 4131 Health & Life 15,662 22,300 23,490 4142 Unemployment 40 1,000 4151 Workcomp 8,747 12,000 10,200 4170 Compensated Absences 4,399 7,000 8,000 4210 Supplies 31,941 32,250 38,500 4222 Motor Fuels & Lub. 9,000 4230 Bldg. Maint. 3,523 32,750 4240 Equip. Maint. 2,559 8,500 4,500 4250 Merchandise 4,866 6,000 6,000 4310 Professional Serv. 23,899 40,500 1,000 4320 Postage 1,920 3,250 3,100 4321 Telephone 9,595 6,000 4,100 4330 Travel/Subsistence 855 1,400 2,150 4340 Advertising 1,306 1,100 1,300 4350 Printing & Repro 4,318 6,500 6,000 4360 Insurance 25,660 22,150 22,150 4380 Utilities 115,589 106,000 109,000 4390 Conference/School/Train 877 1,900 1,900 4410 Rents 6,894 7,150 7,200 4420 Depreciation 117,441 120,000 133,000 4433 Dues 746 850 750 Music in the Parks 3,000 3,500 4435 Subscriptions/Publication 268 400 400 4438 Sales Tax 10,441 3,000 3,000 Total Expense 732,101 800,830 817,440 Operating Income (302,021) (299,040) (275,700) Interest Income 11,398 Transfer In General Fund 251,340 301,140 293,700 Net Income (39,283) 2,100 18,000 Recreation Fund -Cash For the Year Ending December 31, 1998 1996 1997 1998 Actual Est. Est. Operating Receipts Service Charges 430,080 501,790 541,740 Transfers In 301,140 293,700 430,080 802,930 835,440 Operating Expense 4100 FT Salaries 182,421 187,800 199,070 4102 FT Overtime 2,194 1,000 4110 PT Salaries 126,225 157,920 156,760 4140 PERA 8,621 8,410 10,320 4141 FICA 21,094 26,450 27,300 4131 Health & Life 15,662 22,300 23,490 4142 Unemployment 40 1,000 4151 Workcomp 8,747 12,000 10,200 4170 Compensated Absences 4,399 7,000 8,000 4210 Supplies 31,941 32,250 38,500 4222 Motor Fuels& Lub. 9,000 4230 Bldg. Maint. 32,750 4232 Equip. Maint. 2,559 8,500 4,500 4250 Merchandise 4,866 6,000 6,000 4310 Professional Serv. 23,899 40,500 1,000 4320 Postage 1,920 3,250 3,100 4321 Telephone 9,595 6,000 4,100 4330 Travel/Subsistence 855 1,400 2,150 4340 Advertising 1,306 1,100 1,300 4350 Printing & Repro 4,318 6,500 6,000 4360 Insurance 25,660 22,150 22,150 4380 Utilities 115,589 106,000 109,000 4390 Conference/School/Train 877 1,900 1,900 4410 Rents 6,894 7,150 7,200 4433 Dues 746 850 750 Music in the Parks 3,000 3,500 4435 Subscriptions/Publication 268 400 400 4438 Sales Tax 3,000 3,000 4550 Capital Equipment 10,441 2,100 18,000 Total Disbursements $611,137 $682,930 $702,440 Net Cash Flow ($181,057) $120,000 $133,000 Cash Balance 74,358 194,358 327,358 ^ 5 Program Program Program Program Program Program 750 751 752 753 754 755 Object Description Benefits Gen. Rec. Pool Ice Arena Civ Cntr Pk Admin. Total Operating Revenue 3470 Memberships - 30,000 25,000 55,000 3471 Daily Admissions - 28,000 25,000 53,000 3472 Lessons - 15,000 1,000 16,000 3474 Ice Rental-Prime - 220,000 220,000 3481 Non-resident Fee 3,000 3,000 3477 Youth Activities - 43,000 21,000 64,000 3478 Aerobics - 11,000 11,000 3478 Adult Activities - 42,000 3,000 45,000 3479 Concession Stand - 10,000 8,000 18,000 3480 Vending Contract - 2,770 2,770 5,540 3480 Vending Machines - 2,500 3,000 3,000 8,500 3489 Township Contributions - 5,000 5,000 3490 Other Rec. Fees - 3,000 3,000 3491 Arena Advertising - 9,000 9,000 3620 Skate Sharpening - 2,000 2,000 3620 Pay Phones - 500 500 1,000 3622 Cable Access Rental - 7,200 7,200 3622 Rentals - 4,000 5,000 3,000 12,000 3622 Meeting Room Rental - 500 500 3623 Contributions - 3,000 3,000 Total Operating Revenue - 103,000 88,270 248,500 101,970 - 541,740 Operating Expenses 0.4 0.05 0.15 0.25 0.15 4101 Wages FT- Reg. - 79,630 9,950 29,860 49,770 29,860 199,070 41'02 Wages FT-OT 1,000 1,000 4110 Wages-Temporary - 17,000 50,000 24,760 65,000 156,760 4121 PERA - 4,120 520 1,550 2,580 1,550 10,320 4122 FICA - 7,470 4,590 4,180 8,780 2,280 27,300 4131 Health& Life 23,490 23,490 4142 Unemployment 1,000 1,000 4151 Workers Comp 10,200 10,200 4170 Compensated Absences 8,000 8,000 Total Personnel 42,690 109,220 65,060 60,350 126,130 33,690 437,140 4210 Operating Supplies - 26,000 6,000 6,000 500 38,500 4230 Building Maintenance 2000 5000 750 25000 32,750 4240 Equipment Maintenance - 500 3,000 1,000 4,500 4250 Merchandise - 5,000 500 500 6,000 4310 Professional Services - 500 500 1,000 4320 Postage - 3,000 100 3,100 4321 Telephone - 1,500 600 2,000 4,100 4330 Travel/Subsistence - 400 150 400 400 800 2,150 4340 Advertising - 200 500 500 100 1,300 4350 Printing/Publishing - 5,000 1,000 6,000 4360 Insurance - 10,500 2,500 150 9,000 22,150 4380 Utilities 13,000 62,000 34,000 109,000 4390 Conference/School/Traini - 400 300 400 200 600 1,900 4410 Rentals - 200 7,000 7,200 4433 Dues - 150 100 200 300 750 Music in the Parks 3500 3,500 4435 Subscriptions/Publication - 200 200 400 4438 Sales Tax 1,000 2,000 3,000 Total Supplies&Servic - 53,550 28,050 76,000 87,300 2,400 247,300 4550 Capital Expenditures - 8,000 10,000 18,000 Total Park& Rec. 42,690 170,770 93,110 136,350 223,430 36,090 702,440 _ y _ 69 CITY OF SHAKOPEE Memorandum TO: Mayor and Council Mark McNeill, City Administrator FROM: Gregg Voxland, Finance Director SUBJ: Utility Rates DATE: November 4 , 1997 Introduction Annually, the Council has reviewed the rates charged for city utility services as part of the next years budget . Background As part of the annual budget for the enterprise funds, the rates charged for services are reviewed. Actual rates are adopted by the annual fee resolution. Following are the issues for Council consideration at this time. Sewer Fund - Trunk charge should be adjusted for construction inflation. The last three years of the attacked schedule show a decreasing negative cash balance but still is -$628, 000 in 2003 . Council may want to dicuss with the Public Works Director the matter of increasing the fee by more than the contruction inflation percentage. City SAC was established midyear 1996 and subsequently not adjusted for 1997 . Originally, it was set at $400 . 00 when the MCES SAC rate was $850 . 00 . Current MCES rate is $950 . 00 and CITY SAC is $400 . 00 . SAC fees pay for interceptor facilities . Council should discuss what the rate shuld be for 1998 . Base fee pays for operation, maintenance and replacement of the system except for the treatment charges . The base fee decreased last year from $8 . 00 to $7 . 50/month. The schedule show a healthy balance compared to accumulated depreciation. However, many sewer pipes are not on the deprecition schedule and therefore, the accumulated depreciation is understated. Council may want to wait another year to review this issue and make an adjustment next year. An option is to reduce the fee $0 . 50 and see what next year looks like. Flow fee pays for the treatment charges and the Chaska Interecptor less any TIF contribution. Final costs for the interceptor are not available yet . Last year the fee was $1 . 62/1000 and this years it is $1 . 62/1000 . Two years ago it was $1 . 74/1000 . Inflitration from flooding is a significant cost this year. Flow fee needs to be increased to offset projected negative cash balances. A suggeston is to set the fee at $1 . 74 /1, 000 which is what the fee was two years ago and is a 7% increase. This may carry the account through next year and give staff a chance to analyze 1997 data and further experince with the new way Met Council is billing for sewer treatment . Flow and base fees are billed monthly for residential and metered sewer flow and quarterly for non metered commercial/industrial accounts . Residetial bills are set for a year based on winter water use. Storm Fund - Trunk charge should be adjusted for construction inflation. Base fee is behind the curve on the attached estimates from the CIP. This is even with a 4% increase in the rate each year. The growth in the customer base was 1% in 1996 is estimted to be 3% or $17, 000 for 1998 . The impact of a 4% rate increase on residential property is $0 .26/quarter, up from $6 . 60/qtr. Storm is billed quarterly. Refuse Fund - final contract issues for 1998 are not resolved. The city charges to its customers, the rate the contractor is paid plus an administrative fee to cover billing and overhead. As the number of accounts fluctate, so does the revenue . Rates should be adjusted for 1998 based on new contract fees . Refuse is billed monthly. In a recent year, fees were raised to generate some working capital for the refuse fund. It is estimated that the "extra" amount could be reduced for 1998 by $0 .25 . Recommendation Discuss and give staff direction for the rates to be included in the 1998 Fee Schedule. Gregg Voxland Finance Director N:\budget\fees �0 3 CD r O to O O q O OD a) a) O et tC) 0 N. 0 as CV ti U) r 0 ti N 0 O M CND_COMM N b et CO0CO 0 r CO ID N. O O O Mtn O C) CO M O C7 O et ID. O U)co CD a0 a0 a) of r N. ti U) ti r CD a0 O co co O a0 O) t1) et N ti � 'D N N CO CO CO N. O et to 0 U) e- N co co_ er.O r to r e- 10 N. 0 et N v N N re N U) to C'�1 CV ER 4R EA C0 O 0 LO t1) O) CO LO N- N 03 N r 0 CO O N et r r M et O N t` 0 et CA N N N M 0) U') O) 0 N 0 U) U) e- 0 M 0 M CO M N- ti CO CO CO CM N 0 N. 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Operating Revenue Service Charges $1,892,941 $1,906,689 $1,666,944 $1,670,130 Trunk Charges $68,666 $132,606 $136,580 Operating Expense 4100 FT Salaries 17,520 22,524 30,060 30,060 4102 FT Overtime 1,135 971 515 530 4110 PT Salaries 472 204 206 210 4140 PERA 836 1,051 1,370 1,580 4141 FICA 1,407 1,768 2,350 2,360 4151 Workcomp 584 486 1,030 1,060 4210 Supplies 191 93 2,060 2,120 4222 Motor Fuels& Lub. 389 974 824 850 4240 Equip. Maint. 587 2,615 2,575 2,650 4245 Utility Sys. Maint. 28 1,213 8,240 8,490 4310 Professional Serv. 27,908 30,090 30,900 41,500 4320 Postage 4350 Printing & Repro 309 145 4360 Insurance 3,313 5,073 4,120 4,240 4385 MCES 1,218,542 1,319,536 1,212,640 1,515,000 4390 Conferences 645 400 500 4410 Rents 19,932 22,788 22,790 22,790 4420 Depreciation 127,390 162,370 140,850 170,860 4800 Expense Charged Back 10,000 12,000 12,000 12,000 Total Expense 1,431,188 1,584,301 1,472,530 1,816,800 Operating Income 461,753 391,054 327,020 (10,090) Interest Income 128,916 199,316 $146,890 $185,530 Metro SAC Charges 3,200 4,655 City SAC Charges 148,400 207,200 $200,000 $200,000 Other Income 91,318 536 Interest Expense/Fees 112,500 112,500 Net Income $833,587 $802,761 $561,410 $262,940 (o-9 CITY OF SHAKOPEE, MINNESOTA SANITARY SEWER FUND Cash Budget For the Year Ending December 31, 1998 1995 1996 1997 1998 Actual Actual Est. Est. Revenues Service Charges $1,892,941 $1,906,689 $1,666,944 $1,670,130 Trunk Charges - 68,666 132,606 136,580 SAC Charges 151,600 211,855 200,000 200,000 Interest Income 128,916 199,316 146,890 185,530 Other Income 2,173,457 2,386,526 2,146,440 2,192,240 Expenses 4101 FT Salaries 17,520 22,524 30,060 30,060 4102 FT Overtime 1,135 971 515 530 4110 PT Salaries 472 204 206 210 4121 PERA 836 1,051 1,370 1,580 4122 FICA 1,407 1,768 2,350 2,360 4151 Workcomp 584 486 1,030 1,060 4210 Supplies 191 93 2,060 2,120 4222 Motor Fuels & Lub. 389 974 824 850 4240 Equip. Maint. 587 2,615 2,575 2,650 4245 Utility Sys. Maint. 28 1,213 8,240 8,490 4310 Professional Serv. 27,908 30,090 30,900 41,500 4330 Travel/Subsistence 4350 Printing & Repro 309 145 4360 Insurance 3,313 5,073 4,120 4,240 4385 MCES 1,019,676 1,260,000 1,539,000 1,727,000 4390 Conferences 645 400 500 4410 Rents 19,932 22,788 22,790 22,790 4550 Capital Equip 20,000 4610 Debt Service Principal & Interest 112,500 112,500 4800 Expense Charged Back 10,000 12,000 12,000 12,000 1630 Improvements Court House Utility Relocation 30,000 Mini By-Pass 154,314 Rahr 1,050 Area SS-H Trunk Sewer 25,144 Street Reconstruction 147,206 84,000 125,000 St. Francis Hospital 89,706 Area SS-F Trunk Sewer 200,000 Area SS-KTrunk Sewer 376,000 Total Disbursements 1,194,638 1,690,109 2,260,540 2,315,440 Net Cash Flow $978,819 $696,417 ($114,100) ($123,200) Cash Balance $2,937,817 $3,845,590 $3,731,490 $3,608,290 to-1° IA. O 0 ti et N 0 e- 0 0 't e- CO M 0 0 M U) CO 1` M 0 0 CC) (7) M + 1%. O 0 IA. 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Operating Revenue User Fees $490,775 $495,231 $541,200 $595,320 Trunk Charges 43,037 300,000 300,000 Operating Expense 4100 FT Salaries 43,840 38,957 45,080 45,080 4102 FT Overtime 1,315 1,503 420 440 4110 PT Salaries 1,338 847 4140 PERA 2,023 1,813 2,040 2,360 4141 FICA 3,415 3,053 3,480 3,480 4151 Workcomp 849 1,012 840 880 4210 Supplies 1,815 3,767 1,050 1,100 4222 Motor Fuels& Lub. 1,110 892 1,470 1,540 4232 Equip. Maint. 9,297 9,311 2,100 2,210 4245 Utility Sys. Maint. 32,146 516 2,100 2,210 4310 Professional Serv. 58,885 70,585 42,000 50,000 4320 Postage 38 21 4321 Telephone 2 4350 Printing & Repro 303 178 4360 Insurance 1,635 948 1,575 1,650 4390 Conference/School/Train 215 4410 Rents 7,676 13,194 23,330 24,250 4420 Depreciation 210,785 232,032 265,476 245,250 4435 Subscriptions/Publications 1,050 1,100 4437 Property Tax/Special Assess 818 2,240 4800 Expenses Charged Back 10,000 12,000 12,000 12,000 Total Expense 387,290 390,844 404,011 395,790 Operating Income 103,485 147,424 437,189 499,530 Grants&Aids 60,000 Interest Income 48,868 104,644 51,590 50,000 Interest Expense/Fees 18,050 30,338 131,000 147,000 Net Income $194,303 $221,730 $357,779 $402,530 6^11/ CITY OF SHAKOPEE, MINNESOTA STORM DRAINAGE FUND Cash Budget For the Year Ending December 31, 1998 1995 1996 1997 1998 Actual Actual Est. Est. Revenues User Fee $490,775 $538,268 $541,200 $595,320 Trunk Charges $300,000 300,000 Interest Income $48,868 $104,644 $51,590 50,000 Grants 60,000 599,643 642,912 892,790 945,320 Expenses 4100 FT Salaries 43,840 38,957 45,080 45,080 4102 FT Overtime 1,315 1,503 420 440 4110 PT Salaries 1,338 847 4140 PERA 2,023 1,813 2,040 2,360 4141 FICA 3,415 3,053 3,480 3,480 4151 Workcomp 849 1,012 840 880 4210 Supplies 1,815 3,767 1,050 1,100 4222 Motor Fuels& Lub. 1,110 892 1,470 1,540 4232 Equip. Maint. 9,297 9,311 2,100 2,210 4245 Utility Sys. Maint. 32,146 516 2,100 2,210 4310 Professional Serv. 58,885 70,585 42,000 50,000 4320 Postage 38 21 4350 Printing & Repro 303 178 4360 Insurance 1,635 948 1,575 1,650 4410 Rents 7,676 13,194 23,330 24,250 4435 Subscriptions/Publications 1,050 1,100 4437 Property Tax/Special Assess 818 2,240 4550 Capital Equip 3,500 4610 Debt Service Principal & Interest 18,050 30,338 131,000 147,000 4800 Expenses Charged Back 10,000 12,000 12,000 12,000 1630 Improvements Millpond Treatment 113,144 St. Francis 71,767 Ditch/Pond 96 Costs 6,994 Annual Reconstruction 57,747 CR 16 Cost Part. 51,589 Dean's Lake Outlet 200,000 17th Ave. Extension 75,000 Vierling (CR 15-CR 77) 35,000 Annual Storm Water 150,000 101 ROW 550,000 10th Ave. Laterals 131,058 Vierling (Pres. to TH169&Taylor 50,000 Total Disbursements 246,142 569,645 1,054,535 576,040 Net Cash Flow $353,501 $73,267 ($161,745) $369,280 Cash Balance $1,740,198 $1,894,342 $1,732,597 $2,101,877 !o-/S Refuse CITY OF SHAKOPEE, MINNESOTA PROFORMA OPERATING STATEMENT-Refuse For the Year Ending December 31, 1998 1995 1996 1997 1998 Actual Actual Est. Est. Operating Revenue Service Charges $544,936 $588,093 $590,000 $600,000 Operating Expense 4101 FT Salaries 2,164 3,947 2,600 3,500 4102 FT Overtime 390 494 4121 PERA 115 198 120 181 4122 FICA 192 335 200 226 4151 Workcomp 160 . 200 4210 Supplies 36 200 200 4310 Professional Serv. 13,635 13,734 18,000 16,000 4330 Travel/Subsistence 11 100 4340 Advertising 2,066 892 1,500 1,500 4350 Printing & Repro 44 431 1,000 1,000 4360 Insurance 100 228 250 300 4380 Utility,Service 525,790 553,709 560,000 570,000 4390 Conferences 100 4433 Dues& Subscr. 150 4437 Sales Tax 870 918 1,000 1,100 4800 Expenses Chrgd back 4,000 4,000 Total Expense 545,366 578,933 585,380 598,207 Operating Income (430) 9,160 4,620 1,793 County Grants/Aids 5,865 5,784 5,000 Interest Income $892 $6,647 Interest Expense Net Income $6,327 $21,591 $4,620 $6,793 Collo Refuse CITY OF SHAKOPEE, MINNESOTA Refuse Fund Operating Cash Budget For the Year Ending December 31, 1998 1995 1996 1997 1998 Actual Actual Est. Est. Operating Revenue Service Charges $544,936 $588,093 $590,000 $600,000 Interest Income 892 6,647 County Grants/Aids 5,865 5,784 5,000 551,693 600,524 590,000 605,000 Operating Expense 4101 FT Salaries 2,164 3,947 2,600 3,500 4102 FT Overtime 390 494 4121 PERA 115 198 120 181 4122 FICA 192 335 200 226 4151 Workcomp 160 200 4210 Supplies 36 200 200 4310 Professional Serv. 13,635 13,734 18,000 16,000 4330 Travel/Subsistence 11 100 4340 Advertising 2,066 892 1,500 1,500 4350 Printing & Repro 44 431 1,000 1,000 4360 Insurance 100 228 250 300 4380 Utility Service 525,790 553,709 560,000 570,000 4390 Conferences 100 4433 Dues &Subscr. 150 4438 Sales Tax 870 918 1,100 4800 Expenses Chrgd bac 4,000 4,000 4550 Capital Equip Total Disbursements 545,366 578,933 584,380 598,207 Net Cash Flow $6,327 $21,591 $5,620 $6,793 Cash Balance $7,743 $27,134 $32,754 $39,547 Co - /7 CITY OF SHAKOPEE Memorandum TO: Judy Cox, City Clerk FROM: R. Michael Leek, Community Development Director V+4--- SUBJECT: NleSUBJECT: Request for Issuance of a Massage Therapist License to Allow Massage Therapy to be Conducted within a House located in the B-3, Central Business Zone (Gary Hawley) DATE: November 17, 1997 Recently, the City Council approved changes to the licensing requirements for massage therapists. Among other things, these changes create an exception to the requirement of obtaining a massage center license in the case of a person who obtains a"home occupation permit" in order to conduct business in their home. Mr. Hawley has requested a massage therapist license and proposes to conduct business in his home. His home is located in a commercial district, to wit the B-3 (Central Business Zone). "Home occupations" are neither permitted or conditional uses in this zoning district. For that reason, technically a home occupation permit can not be issued. This would on the face of it suggest that he would have to obtain a massage center license as well. I have discussed the matter with the City Attorney, James Thomson. It is his opinion that the intent of the recent changes was to address situations like Mr. Hawley's, whatever the zoning district the home is located in. Based on this opinion, Mr. Thomson recommended that Mr. Hawley's massage therapist license be issued at this time, that a massage center license not be required, and that Mr. Hawley be allowed to conduct his business. He further suggested that subsequently the City Code be further amended to take care of this apparent oversight. Please let me know if you have any questions, or if you need any further assistance. I will be happy to work with you and Mr. Thomson to craft any further ordinance amendment that may be needed. CITY OF SHAKOPEE Memorandum TO: Honorable Mayor and City Council Mark McNeill, City Administrator FROM: R. Michael Leek, Community Development Director SUBJECT: Revised 1998 Transit Budget DATE: November 17, 1997 Since the Council's actions regarding transit service levels a few weeks ago, staff has been working with the Metropolitan Council, Southwest Metro/Laidlaw and George Bentley to refine the 1998 Budget and Service Plan. A copy of the most recent revision is attached for the Council's information. On the revenue side, the previous budget did not include a line item for private vehicle capital. As a result, the total revenue and funding in the revised budget is now $511,532.78, up from $485,570. This is an increase of about 5%. The same overall increase applies to expenditures. i REQUEST/RML SHAKOPEE AREA TRANSIT - 1998 LINE ITEM BUDGET - REVISED Line Item Description 1998 Proposed Budget OPERATING EXPENSES Personnel 1010 Administrative Salaries $ 4,900.00 1040 Other Wages $ - 1060 Benefits $ 610.00 1000 Total Personnel $ 5,510.00 Administrative 1110 Management Fee $ 24,000.00 1130 Adv. &Marketing $ 13,000.00 1142 Consultant Fees $ 15,000.00 1160 Office Supplies $ 1,500.00 1170 Leases& Rentals $ 1,500.00 1171 Utilities $ - 1190 Other Dir.Admin. Chgs. $ 280.00 1100 Total Administrative $ 55,280.00 Vehicle Charges 1210 Fuel and Lubritants $ 19,040.00 1200 Total Vehicle Charges $ 19,040.00 Operations 1310 Purchase of Service $ 386,702.78 1312 Private Vehicle Capital $ 45,000.00 1300 Total Operations $ 431,702.78 Total Operating Expenses $ 511,532.78 OPERATING REVENUES Revenues 2001 Cash Fares $ 71,148.00 2002 Coupons, etc. $ - 2016 Other Revenue $ - 2020 Total Revenues $ 71,148.00 Funding Sources 2105 Met Council Subsidy $ 395,384.78 2106 Public Veh. Cap. Credit $ - 2107 Private Veh. Cap. Payment $ 45,000.00 2100 Total Funding Sources $ 440,384.78 Total Rev.and Funding $ 511,532.78 Page 1 11/14/97 Oo CO O G. 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LL � °) . � � •vUON ad0iLa•iC C .c oco x. � (/) a) 0 cA co N m v) C a °) co W • t N t N E • 0 Cu a) to a) N CO N O N C t C a) to a) O < O. ego cycN Eo °) Evv)) u' co °) Wow E a E 2 I 0 • CO) 0 m CU Q v� Y ai uNi Q o L v m v voi N Q Cn IX ac u E w a. m c CO ) m c < aQ < c mmNm Cl)a�) c m aQ c N • •• co c U C co N y 7 w o > g O 6 N > j a) a) N 8 > 0 7 w 0 > r mal O a3 a) O Z as a) O ;C .0 O .� a) u- o ca a) I Z , 1ft0' Ce I MCLCL ZQQ' U CL I ft ii cc co o 41 z a ' O 2 c w GJ = a Cl) 00 I- W ce Q n. 1,- (1) v) N a _1 z a a I Q m w 5 > 1998 CITY OF SHAKOPEE 14 TRANSIT FUND Program Program Program 142 143 144 Object# Description DIAL-A-RIDE VAN POOL CIRCULATOR Total 4101 Wages FT- Reg. $ 1,670 $ 1,670 $ 1,670 $ 5,010 4110 Wages- Temporary - - 4121 PERA 90 90 90 270 4122 FICA 130 130 130 390 4131 Health & Life - 4151 Workers Comp - Total Personnel 1,890 1,890 1,890 5,670 4210 Operating Supplies 500 500 500 1,500 4222 Motor Fuels/Lube 20,000 20,000 4240 Equipment Maintenance - 4310 Professional Services 23,000 1,000 1,000 25,000 4320 Postage - 4321 Telephone - 4330 Travel/Subsistence 100 100 4340 Advertising 1,030 1,030 1,030 3,090 4350 Printing/Publishing 600 600 600 1,800 4360 Insurance - 4380 Services 320,550 71,030 35,150 426,730 4390 Conference/School/Training - 4410 Rentals 500 500 500 1,500 4430 Miscellaneous 4433 Dues 60 60 60 180 4437 Property Tax/Special Assess - Total Supplies& Services 346,340 94,720 38,840 479,900 4550 Capital Expenditures - Total $ 348,230 $ 96,610 $ 40,730 $485,570 CITY OF SHAKOPEE, MINNESOTA 1998 BUDGET TRANSIT FUND BUDGET SUMMARY 1995 1996 1997 1998 Actual Actual Proposed Proposed Revenue Property Taxes - $293,309 $ 406,910 State Aid 308,124 393,734 83,263 - State Grants 257,000 Fares 63,322 66,999 68,400 78,660 Transfer in General Fund - - Total Revenue 371,446 460,733 701,972 485,570 Expenditures • Personal Services 6,562 1,712 6,720 5,670 Supplies &Services 364,884 459,021 490,050 479,900 Capital - - Total Expenditures 371,446 460,733 496,770 485,570 Excess (Deficiency) Of Revenues over Expenditures &Transfers $ - $ - $205,202 $ - Fund Balance $ 2,653 $ 2,653 $207,855 $ 207,855 Note: The $257,000 in 1997 revenues as State Aid is a 1 time carryover of funds fro Met Council for$205,000 and Private Vehicle Capital payments from the RT for$52,000. CITY OF SHAKOPEE 1998 BUDGET SPECIAL REVENUE FUNDS BUDGET SUMMARY Transit EDA Total Revenue Taxes $ 406,910 $102,394 $ 509,304 Intergovernmental - $ 5,000 5,000 Charges for Service 78,660 78,660 Miscellaneous 18,000 18,000 Transfer in General Fund - Total Revenue 485,570 125,394 610,964 Expenditures and Transfers Genral Government 135,400 135,400 Public Works 485,570 485,570 Total Expenditures 485,570 135,400 620,970 Excess (Deficiency) Of Revenues over Expenditures&Transfers $ - $ (10,006) (10,006) Fund Balance $ 207,855 $374,967 582,822 Jo 6b (7) . zs ►fir r4 b 0 fO do .c g yc) c o y coo � r n ›. 0 " a CI: 111 eD .--''i 1(110,5: ..1.6. F.',a s,ic 1'1 g 26- e070 r. = A W y I O n e. r. A n 'is;' -' t+ 4 y CO fD A d ~ v 0O A+ O N - OO 0 O O O et 4J es Oo o Oo o NN VO C r4 .q id IN.) 0O 000 v J y til 00OIP ON O oo O\ CA no O o o o o R c 7C N eDD d 0 N 01 O O O E 5 o O O O O \ et C, g \ - N N O C N vi ., LA N 0 0 00 "S b O J .P. 00 00 ..-. H tij 00 ON 00 O O tN N C4 n OOOO O0o y 000 eD Et Et ^tO O O y000 w p Vrn y tO LA W — J OO p N 0 C G 0o Co o 0 "xi 0000N 00 00 - I--I 00 1-+ OON - --.1 0 0 0 0 t"4 CA y H y CITY OF SHAKOPEE Memorandum TO: Honorable Mayor and City Council Mark McNeill, City Administrator FROM: R. , mDevelopment ActivityMichael BreakdownLeekComfor Buildingunity Personnel—PresentDirector and SUBJECT: Proposed under the 1998 Budget MEETING DATE: November 17, 1997 ITEM NO.: INTRODUCTION: During the budget work sessions earlier this year, the Council asked for a breakdown and comparison of existing and proposed building inspector and building official activities. Detailed information was requested from the Building Official, Fulton Schleisman, and Building Inspector James Grampre, copies of which are attached for your information. At the time, the second inspector position had been vacant. The following is a distillation of the information provided. ACTIVITY BUILDING INSPECTOR BUILDING INSPECTOR BUILDING Percentage/Hours Spent Percentage/Hours Spent Plan Review: 2.00% Residential 45.00% Commercial 5.00% ISTS (Septic Systems) Subtotal 47.00%/977.6 hours 52.00% / 1081.6 hours 2.0 Inspections: (includes 10.00% /208 hours 10.00%/208.0 hours 41.00 footings, foundations, plumbing, heating, insulation, mechanical, ISTS) Phone and Counter 10.00% /208.0 hours 10.00% /208.0 hours Inquiries Provide Back-up for 20.00%/416 hours 6.00% / 124.8 hours Department Secretary Other Administrative 13.00%/270.4 hours 22.00%/457.6 hours 57.00 Responsibilities TOTAL 100.00%/2080 hours 100.00%/2080 hours 100.0 About 1236 hours is currently spent annually on inspections per se, with the Building Official spending a proportionately large amount of time on inspections as compared to the Building Inspectors. With the addition of a second clerical employee, it is anticipated that about 540 hours currently dedicated to providing back-up to the secretary could be freed annually for the 2 inspectors to actually conduct inspections. In addition, there are a number of activities detailed by the Building Official that perhaps could be carried out by the additional clerical employee, thereby freeing up additional time for inspections if the demand continues to increase. CITY OF SHAKOPEE Memorandum TO: Mark McNeill, City Administrator Gregg Voxland, Finance Director FROM: R. Michael Leek, Community Development Director SUBJECT: 1998 Budget Addition of Building Clerk Typist DATE: July 22, 1997 In accordance with the directions contained in the 1998 Budget Packet, this memo will let you know of my intention to request the addition of one, full-time clerical position to the Building staff. It is my belief that this position is necessary 1)to assist the Building Secretary in managing the flow of building permits as the result of substantially increased activity in the last 2 years at least, and 2)to assist in making the transition to, and management of, a computerized permit tracking system. It is my present intention that the person filling this position would participate in the relief rotation for the Customer Service Representative. This position would be as follows; Title: Clerk Typist I Salary $22,834 (1997 Step 1 of Grade G, plus 2.2%) PERA 1,183 FICA 1,747 Health and Life 4,632 TOTAL $30,396 Plan check fee revenues as of 6/30/1997 were already at the level projected for 1997, and it is anticipated that the position would be funded from additional revenues. i REQUESTS/RML CITY OF SHAKOPEE Memorandum TO: Mark McNeill, City Administrator Gregg Voxland, Finance Director FROM: R. Michael Leek, Community Development Director SUBJECT: Proposed 1998 Reclassifications DATE: July 24, 1997 I am requesting that the following positions within the building division of the department be considered for re-classification for the 1998 budget year; Secretary (grade H, step 8) to Exec. Secretary (grade I, step 5) This position will have increased responsibility with the implementation of a new, computerized permit tracking system, as well as some supervisory responsibility if a Clerk- Typist I is approved for addition to the division. Building Official (grade k, step 8) to grade 1, step 7 I anticipate, and intend, to re-structure the activities of the division so that the Building Official will have greater responsibility for 1) monitoring the work of the inspectors, and 2) identifying other activities which the division should be engaged in. This will necessitate that a greater portion of the on-site inspection activities be shared with the other inspectors. Building Inspector (grade j, step 8) to Plans Examiner/Building Inspector (grade k, step 7) This position is responsible for the review and inspection of the most complex commercial, industrial and institutional projects reviewed by the building division. REQUEST2/RML 1 CITY OF SHAKOPEE Memorandum TO: Michael Leek, Community Development Director FROM: Fulton Schleisman, Building Official SUBJECT: Building Official Activities - Time Spent Percentage DATE: September 9, 1997 Per your request, attached please find a summary of current Building Official activities, followed by an estimated time spent percentage for each task. Also attached are excerpts from Shakopee City Code, Minnesota State Building Code, and the Uniform Building Code which set forth and detail the authorization and responsibility of the Building Official position. To estimate staffing requirements, it appears that the number of department employees has averaged one employee for each $150, 000- 200,000 of annual revenue during the last 5 years. Revenue has increased roughly $100, 000 per year during the last 5 years. Therefore, the need for one employee in 1998 and another in the year 2000 would appear a reasonable projection. FS/jms Building Official Activities 1. Perform building, plumbing and heating permit plan reviews - 2%. 2. Perform building inspections - 20%. 3. Enforce Department of Public Safety Fire Marshal Division State Fire Code and related statutes - 5%. 4. Enforce Individual Sewage Treatment System Standards Chapter 7080 - 2%. 5. Perform liquor license inspections per City Code - 2%. 6. Perform on-site utility inspections - 8%. 7. Perform staff reviews for CUP's, variances and platting process - 3%. 8. Perform housing inspections as requested by landlords or tenants - 1%. 9. Investigate work done without permits - 1%. 10. Answer change of occupancy inquiries, conduct inspections and investigations - 1%. 11. Evaluate permit fees and valuation process, survey other communities, adjust as necessary for annual fee schedule - 2%. 12. Review city ordinances enforced by Building Department. Propose changes as necessary - 3%. 13. Attend seminars and schools as required by law to maintain building official certifications - 4%. 14. Maintain and update code book library - 3%. 15. Create and maintain handout materials for customers - 3%. 16. Review permit applications for completeness, route to appropriate staff, calculate fees and issue permits - 2%. 17. Maintain and update central property data files, alphabetical and property identification cards - 1%. 18. Prepare a variety of monthly, quarterly and year-end reports - 0 20. 19. Maintain SAC and WAC records, collections and credits - 2%. 20. Research and answer inquires regarding property data - 1%. 21. Coordinate with other agencies and enforce various licensing requirements - 2%. 22. Prepare budget/staffing requests, support data - 1%. 23. Building Department intradepartment meetings, meetings with Department Head, correspondence - 4%. 24. Interdepartment meetings, correspondence - 2%. 25. Perform plumbing and heating inspections - 13%. 26. Evaluate special inspector reports, testing reports - 2%. 27. Clear backlog old permits, expired certificates of occupancy - 8%. § 2.3 i may be required by the City Administrator. Employment of all permanent fuiltime police officers, including the Chief of Police, shall be in accordance with Minnesota Statutes and in accordance with the rules and regulations established by the Police Civil Service Commission. (Ord. 1, April 1, 1978; Ord. 337, July 23, 1992) SEC. 2.32. FIRE DEPARTMENT. A Fire Department, heretofore established, is hereby continued. The size and composition (including, but not limited to, a determination as to permanent and volunteer members) shall be established by the Council by resolution which may be changed from time to time. The Fire Department, with the approval of the Council, shall establish, and from time to time revise, written rules and regulations of the Department including, but not limited to, its internal structural organization, a copy of which shall be distributed to each of its members whenever established or revised. The Chief of the Fire Department shall have general supervision of the Department, including training of every member, and the custody of all property used and maintained for the purpose of said Department. The Chief shall see that the same are kept in proper order and that all rules and regulations and all provisions of the laws of the State and the City Code relative to a Fire Department and to the prevention and extinguishment of fires are duly observed. The Chief shall supervise the preservation of all property endangered by fire and shall control and direct all persons engaged in preserving such property. In case of the absence or disability of the Chief for any cause, the Assistant Chief shall exercise all powers, perform all the duties and be subject to all the responsibilities of the Chief. It is the duty of the Chief of the Fire Department to file with the City Administrator a report as to all fires occurring during the previous year, stating the probable cause thereof and estimated damages; such reports shall also state the other activities of the Department during the preceding year. The Chief of the Fire Department shall also make and file such other reports as may be required by the City Administrator. (Ord. 1, April 1, 1978; Ord. 337, July 23, 1992) SEC. 2.33. LEGAL DEPARTMENT. A Legal Department is hereby established. The Council shall appoint a City Attorney for an indefinite term, who shall be the Head of the Legal Department, together with such assistants as may be necessary. The City Attorney shall perform such duties as are required of the City Attorney by law or referred to the City Attorney by the Council. It shall be the official duty of the City Attorney to act as Revisor of Ordinances. In this capacity the City Attorney shall have authority to make non-substantive changes in ordinances. (Ord. 1, April 1, 1978; Ord. 295, October 19, 1990; Ord. 337, July 23, 1992) SEC. 2.34. Repealed. (Ord. 284, December 19, 1989) SEC. 2.35. BUILDING DEPARTMENT. A Building Department is hereby established. It shall be the duty and power of the Building Official, together with such assistants and staff members as may be authorized from time to time by the Council, to carry out the provisions of the State Building Code and the City Code relating to construction. The Building Official shall submit a periodic report to the City Administrator covering the work of the Building Department for such intervals as may be required. (Ord. 1, April 1, 1978; Ord. 337, July 23, 1992) Page revised.n 1996 82 filed. All standards referred to in the code must be kept on file and available for inspection in the office of the commissioner. Subd. 4. Hearings. The commissioner, except in the case of energy conservation standards promulgated or amended pursuant to section 216C.19, subdivision 8, shall hold all state hearings and make all determinations regarding any subject matter dealt with in the code including those in which another state agency proposes to adopt or amend rules which are incorporated by reference into the code or whenever the commissioner proposes to incorporate those rules into the state building code. In no event shall a state agency subsequently authorized to adopt rules involving state building code subject matter proceed to adopt the rules without prior consultation with the commissioner. Subd. 5. Proposed amendments; hearings. Any interested person may propose amendments to the code which may be either applicable to all municipalities or, where it is alleged and established that conditions exist within a municipality which are not generally found within other municipalities, amendments may be restricted in application to that municipality. Notice of public hearings on proposed amendments shall be given to the governing bodies of all municipalities in addition to those persons entitled to notice under the administrative procedure act. Subd. 6. Adoption. The commissioner shall approve any proposed amendments deemed by the commissioner to be reasonable in conformity with the policy and purpose of the code and justified under the particular circumstances involved. Upon adoption, a copy of each amendment must be distributed to the governing bodies of all affected municipalities. Subd. 7. Investigation and research. With the approval of the commissioner the state building official shall investigate or provide for investigations, or may accept authenticated reports from authoritative sources, concerning new materials or modes of construction intended for use in the construction of buildings or structures, and shall propose amendments to the code setting forth the conditions under which the new materials or modes may be used. HIST: 1984 c 544 s 69; 1985 c 248 s 8; 1986 c 444; 1987 c 312 art 1 s 10 subd 1; 1994 c 634 art 2 s 10 16B.65 BUILDING OFFICIALS. Subdivision 1. Appointments. The governing body of each municipality shall, unless other means are already provided, appoint a person to administer the code who shall be known as a building official. Two or more municipalities may combine in the appointment of a single building official for the purpose of administering the provisions of the code within their communities. In those municipalities for which no building 11 officials have been appointed, the state building inspector, with the approval of the commissioner, may appoint building officials to serve until the municipalities have made an appointment. If unable to make an appointment, the state building inspector may use whichever state employees or state agencies are necessary to perform the duties of the building official. All costs incurred by virtue of an appointment by the state building inspector or services rendered by state employees must be borne by the involved municipality. Receipts arising from the appointment must be paid into the state treasury and credited to the general fund. Subd. 2. Qualifications. A building official, to be eligible for appointment, must have the experience in design, construction, and supervision which the commissioner deems necessary and must be generally informed on the quality and strength of building materials, accepted building construction requirements, and the nature of equipment and needs conducive to the safety, comfort, and convenience of building occupants. Each building official must be certified under this section, except that the qualifications outlined in this section are not mandatory regarding any building official in any municipality engaged in the administration of a building code on May 27, 1971, and continuing that function through July 1, 1972. Subd. 3. Certification. The commissioner shall: (1) prepare and conduct written and practical examinations to determine if a person is qualified pursuant to subdivision 2 to be a building official; (2) accept documentation of successful completion of testing programs developed by nationally recognized testing agencies, as proof of qualification pursuant to subdivision 2; or (3) determine qualifications by both clauses (1) and (2) . Upon a determination of qualification under clause (1) , (2) , or both of them, the commissioner shall issue a certificate to the building official stating that the official is certified. Each person applying for examination and certification pursuant to this section shall pay a fee of $70. The commissioner or a designee may establish classes of certification that will recognize the varying complexities of code enforcement in the municipalities within the state. Except as provided by subdivision 2, no person may act as a building official for a municipality unless the commissioner determines that the official is qualified. The commissioner shall provide educational programs designed to train and assist building officials in carrying out their responsibilities. The department of employee relations may, at the request of the commissioner, provide statewide testing services. Subd. 4. Duties. Building officials shall, in the ,t, which they are appointed, attend to all aspects e a ing the issuance of all building 12 t x '> The commissioner may direct a mu it .-lsty with a building official to perform services for another municipality, and in that event the municipality being served shall pay the municipality rendering the services the reasonable costs of the services. The costs may be subject to approval by the commissioner. Subd. 5. Removal from office. Except as otherwise provided for by law the commissioner may, upon notice and hearing, direct the dismissal of a building official when it appears to the commissioner by competent evidence that the building official has consistently failed to act in the public interest in the performance of duties. Notice must be provided and the hearing conducted in accordance with the provisions of chapter 14 governing contested case proceedings. Nothing in this subdivision limits or otherwise affects the authority of a municipality to dismiss or suspend a building official at its discretion, except as otherwise provided for by law. Subd. 6. Vacancies. In the event that a certified building official vacates that position within a municipality, that municipality shall appoint a certified building official to fill the vacancy as soon as possible. If the municipality fails to appoint a certified building official within 90 days of the occurrence of the vacancy, the state building inspector may make the appointment or provide state employees to serve that function as provided in subdivision 1. Subd. 7. Continuing education. Subject to sections 16B.59 to 16B.73, the commissioner may by rule establish or approve continuing education programs for municipal building officials dealing with matters of building code administration, inspection, and enforcement. Effective January 1, 1985, each person certified as a building official for the state must satisfactorily complete applicable educational programs established or approved by the commissioner every three calendar years to retain certification. Each person certified as a state building official must submit in writing to the commissioner an application for renewal of certification within 60 days of the last day of the third calendar year following the last certificate issued. Each application for renewal must be accompanied by proof of satisfactory completion of minimum continuing education requirements and the certification renewal fee established by the commissioner. For persons certified prior to January 1, 1985, the first three-year period commences January 1, 1985. HIST: 1984 c 544 s 70; 1984 c 578 s 1; 1984 c 655 art 2 s 13 subd 1; 1Sp19S5 c 17 s 6; 1986 c 444; 1988 c 613 s 16 13 104-104.2.6 1994 UNIFORM BUILDING CODE SECTION 104—ORGANIZATION AND ENFORCEMENT 104.1 Creation of Enforcement Agency. There is hereby established in this jurisdiction a code enforcement agency which shall be under the administrative and operational control of the building offrcial. 104.2 Powers and Duties of Building Official. 104.2.1 General. The building official is hereby authorized and directed to enforce all the provi- sions of this code.For such purposes,the building official shall have the powers of a law enforce- ment officer. NIMGA The building official shall have the power to render interpretations of this code and to adopt awl enforce rules and supplemental regulations in order to clarify the application of its provisions.Stith interpretations, rules and regulations shall be in conformance with the intent and purpose of this code. 104.2.2 Deputies. In accordance with prescribed procedures and with the approval of the appoint- ing authority,the building official may appoint such number of technical officers and inspectors and other employees as shall be authorized from time to time.The building official may deputize such inspectors or employees as may be necessary to carry out the functions of the code enforcement agency. 104.2.3 Right of entry. When it is necessary to make an inspection to enforce the provisions of this code,or when the building official has reasonable cause to believe that there exists in a building or upon a premises a condition which is contrary to or in violation of this code which makes the building or premises unsafe,dangerous or hazardous,the building official may enter the building or premises at reasonable times to inspect or to perform the duties imposed by this code,provided that if such building or premises be occupied that credentials be presented to the occupant and entry requested.If such building or premises be unoccupied.the building official shall first make a rea- sonable effort to locate the owner or other person having charge or control of the building or prem- ises and request entry.If entry is refused,the building official shall have recourse to the remedies provided by law to secure entry. 104.2.4 Stop orders. Whenever any work is being done contrary to the provisions of this code,or other pertinent laws or ordinances implemented through the enforcement of this code,the building official may order the work stopped by notice in writing served on any persons engaged in the doing or causing such work to be done,and any such persons shall forthwith stop such work until autho- rized by the building official to proceed with the work. 104.2.5 Occupancy violations. Whenever any building or structure or equipment therein regu- lated by this code is being used contrary to the provisions of this code,the building official may order such use discontinued and the structure,or portion thereof,vacated by notice served on any person causing such use to be continued.Such person shall discontinue the use within the time pre- scribed by the building official after receipt of such notice to make the structure.or portion thereof, comply with the requirements of this code. 104.2.6 Liability. The building official charged with the enforcement of this code,acting in good faith and without malice in the discharge of the duties required by this code or other pertinent law or ordinance shall not thereby be rendered personally liable for damages that may accrue to persons or property as a result of an act or by reason of an act or omission in the discharge of such duties.A suit brought against the building official or employee because of such act or omission performed by the building official or employee in the enforcement of any provision of such codes or other pertinent laws or ordinances implemented through the enforcement of this code or enforced by the code en- forcement agency shall be defended by this jurisdiction until final termination of such proceedings, and any judgment resulting therefrom shall be assumed by this jurisdiction. 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