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HomeMy WebLinkAbout7. Proposed 2011/2012 Tax Levy and Operating Budget-Res. No. 7141 and 7142 . City of Shakopee Memorandum T0: Mayor and Counc+l Mark McNeill, City Administrator FROM: Julie A. Linnihan, Finance Director RE: Public Meeting for Adoption of the 2011/12 Tax Levy and Budget Resolutions No. 7141 and 7142 DATE: December 6, 2011 Introduction and Back�round The laws for "Truth in Taxation" have changed somewhat since 2010. The special published notice is no longer required and the tax levy and budget can be adopted at the same meeting as the budget resolution. Resolution Number 7141 adopts the final tax levy for payable 2012 taxes. The total gross tax capacity tax levy for 2011/12 is $15,072,000. This amount is slightly higher than the previous year amount of $14,717,438, an increase of $354,562. This amount includes the $80,000 EDA levy, which is the same amount as the prior year. This is the first increase to the General levy in several years, as the City has been able to hold the levy f{at during the recent economic downturn and reductions in property values. During the budget discussions held by Council with staff, the issues of future funding for capital outlay for infrastructure, debt service obligations, as well as increased operational costs for products and services will require the City to present an increase in levy amount for the 2012 levy collection year. Also included in this levy amount is the levy for Debt Service, established as $294,910, which in comparison to the previous year amount of $145,788 is an increase of $149,122. The debt service levies have been lower in previous years, as the cash position of the funds has provided for debt service payments. The levy for the market value based referendum bonds (for fire station #1) is increased from $120,000 to $130,000, with $118,528 of this specific levy being proposed for cancellation, which is consistent with the previous years' levy. The General levy increase is 2.4 % from pay 2011 taxes. The levy for the EDA has been maintained at the prior year amount of $80,000. Resolution Number 7142 adopts the 2012 Budget. The budget must be adopted after the tax levy. Action Budget12/budget res &memo final govt levy 12-6 K • Staff will review the budget highlights, discuss the levy and present the Resolutions for approval as follows: • Offer Resolution Number 7141, A Resolution Setting the 2011 Tax Levy, Collectable In 2012, and move its adoption. • Offer Resolution Number 7142, A Resolution Adopting the 2012 Budget, and move its adoption. Budget12/budget res &memo final govt levy 12-6 RESOLUTION N0. 7141 A RESOLUTION SETfING 2011 TAX LEVY, COLLECTIBLE IN 2012 BE IT RESOLVED BY THE CITY COUNCIL OF THE C1TY OF SHAKOPEE, COUNTY OF SCOTT, MiNNESOTA, that the following sums of money be levied as the tax levy in accordance with existing law for the current year, collectible in 2012, upon the taxable property in the City of Shakopee, for the following purposes: General Levy $14,992,000 Plus Economic Development Authority 80,000 Debt Service - Fire Referendum 130,000 (Market Value) BE IT FURTHER RESOLVED, that the City Clerk is hereby instructed to transmit a certified copy to this resolution to the County Auditor of Scott County, Minnesota. Adopted in session of the City Council of the City of Shakopee, Minnesota held this day of December, 2012. Mayor of the City of Shakopee , ATTEST: City Clerk Budget12/budget res &memo final govt levy 12-6 RESOLUTION N0. 7142 A RESOLUTION ADOPTING THE 2012 BUDGET BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY COUNCIL OF THE CITY OF SHAKOPEE, MINNESOTA that the 2012 Budget with the estimated revenues and appropriations for the General Fund and the Special Revenue Fund as shown below is hereby adopted. fstimated Revenue Expenditures & Other Sources & Other Uses General Fund Mayor and Council $ 190,729 Administration 1,013,687 City Clerk 358,222 Finance 837,605 Planning 448,481 Facilities 429,083 Police 7,211,987 Fire 1,816,277 Inspection 718,967 Engineering 661,179 Street 2,112,394 Fleet 104,779 Park 1,581,162 Natural Resources 45,214 Recreation 2,365,905 Unallocated 225,000 Total General Fund $20,341,210 20,120,671 Transit Fund 998,840 1,240,547 Adopted in session of the City Council of the City of Shakopee, Minnesota held this day of December, 2011. Mayor of the City of Shakopee ' ATTEST: City Clerk Hlbudgetl2lbudget resolution final levy 2012-Govt. budgets 12-6 ♦ City of Shakopee Memorandum To: Mayor and City Council Mark McNeill, City Administrator From: Julie Q. Linnihan, Finance Director Subject: 2012 General Fund Budget Overview Date: December 6, 2011 Introduction• The City of Shakopee annually adopts a budget and property tax levy for the upcoming year. The summary information in this memo will provide details on specific departmental items important to the budget. Back�round• The budget process began early summer of 2011, with City staff reviewing historical trends and analysis. The staff then prepared budget estimates and updates that were submitted to Council during work sessions held during August and September. The Prefiminary Levy and Budget were approved by Council on September 7 2011. The certification of the levy sent to Scott County has created the property tax estimate data that appeared on the recently mailed Property Tax Statements for 2012. This statement provides an estimate to property owners of the County, City, School District and Speciaf Taxing Districts for 2012. Generat Fund• Revenues: A primary component of the budget discussions has been the recommendation of staff to designate an increase in the property tax for 2012, specific to future capital infrastructure needs. This request is based on the age, utilization and planned repairs for streets, sidewalks, drainage, etc. that will be annually reviewed during the Capital Improvement Fund discussions. As Council has seen at a recent meeting, the funding for such projects is limited by the ability to bond, the amount of Municipal State Aid (both maintenance and construction) as well as contributions from other agencies such as SPUC, County, or other granting entities. Council will need to determine if the 2012 budget year is an appropriate time to initiate funding for the Capital infrastructure, as historically, this fund has not been provided a designated source of funds from the property tax levy. H/Budgetl2/Budget Council memo—final budget 12-6 � _,em, . . ,, �v._ _.._____.�.. �__ _____ ,._..m.we �e�. ,__ __,� __�_�. _,.,. ..__. �..e.,r., _� _,�r .,�.,�, .,.,.n. e . ..��...._. .�.__..� � ' � 2010 Payable 2011£ 2011 Payable 2012' I Difference ; EGeneral Revenue = ` $ 14,491,650 ; $ 14,697,090 � $ 205,440 ? � , � s , � , � �. IDebt Service ' 145,788 � 294,910 � 149,122 ; _.� `EDA 80,000 ' � ...... ... _s ,.. _ . . .. .__. ___a�: . , , _ . _..., a . .. w _ � _, .... + .. .. ........ . . . . M... .,� � Market Vatue Referenda � 120,000 � f � 130,000 � � 10,000 � . .,�n . e.�� � e,, e�.< « A w, .a ..� � Total $ 14,837,438 � $ „ 15,202,000.� �n.$ . ..,., 364,562 � . �...,, . �...,_ �. � .,_... w�. . .,..w. ...,, _ . H,,.... � �w � _��,� . � � � �" _ _ �.,._ . .,.,.� �m. ..��� __..__ r�,.� .. ��P ... .,.�.__,� rt.. ,.. a ��_ m,.��. �.� ...._._ �,._ �.._.. t t v __. m �_ �.... _. .,n � # e . Four Year Comparison of Levy $15,400,000 $15,200,000 $15,000,000 $14,800,000 ■ Market Value Referenda EDA $14,600,000 ■ Debt Service $14,400,000 ■ General Revenue $14,200,000 $14,000,000 2008 Payable 2009 Payable 2010 Payable 2011 Payable 2009 2010 2011 2012 Other General fund revenues remain fairly constant with the previous years' collections, but in the area of "Charges for Services", the amounts biHed for services have been increased to reflect offsetting costs specifically related to Police overtime, which is reflected in the Police budget, under Public Safety. An area of decreasing revenues continues to be in the category of investment earnings. As discussed during budget work sessions, this revenue source continues to decline, and is not anticipated to cycle upward until sometime in mid-2013, at the earliest. This revenue source did provide a sizable source of funds for the City in the late '90's and early 2000's, and this is another factor that needs to be considered in the budget planning for 2012 and beyond. Expenditures - Department Wide Adiustments: During budget discussions, it was recommended that the Building Rental charges, which are applied to all divisions of the General fund, be reduced by 20 % for the 2012 budget year. This adjustment was made, and can be seen in the individual budget, object code # 6430. The 2011 building rent budget was $1,204,700. The proposed 2012 amount is $976,680 a reduction of $228,020. H/Budgetl2/Budget Council memo —final budget 12-6 Wages for the employee base reflect a 1% increase from the 2011 budget, in addition to the steps and longevity increases as stated in the personnel policy. Employee benefit costs reflect a slight increase in costs over the 2011 budget amounts. PERA rates were not adjusted by the legislature during the most recent session, as recent years have required the City portion to be adjusted upward, per mandate. Liability and property insurance rates continue to be analyzed, and staff continues to work with the League of MN Cities to reduce the rates applied to the City. Reduced rates can be seen in several of the Divisions, as the renewal rates received in Ju1y allowed for an adjustment to the initial budget data. General Government: The Administration Division has brought the Information Technology (IT) operational budgets into the General Government Division totals. Previously, IT was a"stand alone" department, but for reporting purposes, this department will now appear in total under Administration. This has resulted in an increase in Division expenditures over the 2011 Division totals. General Elections will be held in 2012, requiring an increased budget for the City Clerk division for additional election judges and related costs. Finance has requested departmental restructuring, allowing for the replacement of a Senior Accounting Clerk (retirement) with a full time Accountant, returning the position to full time status. Facilities budgets include the 2012 budget amounts for the Library. This department was previously carried in a separate category, along with Congregate Dining, {which has been eliminated in the 2012 budget). This again makes comparability difficult from previous years, but provides a more accurate picture of the cost allocations. Public Safetv: The Police department 2012 budget reflects several personnel changes. For several years a budgeted but unfilled patrol position existed. In the 2012 budget process, this position was approved to be filled. The fulf time CSO position has been repfaced with a part-time evidence technician position, as approved by CounciL Fire department discussions were significant during the budget process, with the staffing issues and concerns being a major focus of the budget and future year planning. The 2012 budget allows for an increase in the hourly wage of the on-call firefighters, continuing review of several staffing options, as well as continuing discussion with the surrounding townships related to Fire Agreements. Fire Inspections are now included in the Fire Department, rather than the Inspections budget as in previous years. Public Works: The Engineering budget remains similar to the 2011 budget, and the Public Works budget provides for increased Pavement Management costs, as well as slight increases in supply costs due to increased petroleum related costs. This budget is weather and climate controlled, and as such can result in significant variances between budget to actua{, which allows for a difficuft comparison in year-to-year data. H/gudgetl2/Budget Council memo —final budget 12-6 Park Maintenance budgets stay consistent with the prior year budget amount, allowing specifically for fuel related increases. Recreation: During budget discussions, the position of Natural Resources Coordinator was reviewed, and per Council determination, this position will not be filled in the 2012 budget. These duties related to this budget area will be completed through a coordination of parks and public works. Operating supplies and maintenance costs will drive the budget increases specific to this area. Reauested Action: Council is requested to consider and authorize the resolutions for the 2011 property tax levy (collectible in 2012� as wefl as approving the 2012 budget. Considerations for the levy presented Tuesday can be summarized as follows: • Increase the 2012 levy, for the requested increase for Capital Infrastructure funding. This represents an increase of $205,440 ($14,697,090 in 2012 less $14,491,650 in 2011). • Increase the levy for Debt Service, specific to levying for the 2008A debt service which had been cancelled annually. This represents an increase of $149,122 ($294,910 in 2012 less $145,788 in 2011). • EDA Levy is maintained at the previous rate of 2011, $80,000. • Reduce the 2012 levy amount to the 2011 levy amount of 2011, $14,717,438, rather than the proposed levy amount of $15,072,000. This will impact the requested funding for both infrastructure and debt service, as discussed at recent work sessions. • The Market Value Referenda Levy has been increased from the 2011 amount of $120,000 to the proposed 2012 amount of $130,000. This is a voter approved referendum fior the fire station. H/Budgetl2/Budget Council memo —final budget 12-6 e . . � � � ��= �� �� ��.��� �� � ��� �. � � � :� � k §� : � „ � �. ��' �`�, s��� � �r��, a�,���'4�� '� s „< ���� � �. � � g � � t� ��� �� M :� .�� �-� �� a '�" "�, �" � � ,m �"' ,� S ,� , e �� : �� ,� i �,�� a �' � � �%� . � �.� � � � ..� ,� �. � � ; °� �C� � : � � ,� ����• ,�,,�+`�"�x ; .. � �, � +� �� °�'+��' �� g ,� - �, ��` �;°` ^<a , �, w� � ���� ,�«� � � � . . . � ' "�'� �� � ''�� � ,�� �#, • . � .� �' � � .. � �. `R# � i �' , € f ,� �� � '� , 4 �.� . � z' `� J,� ` # i �� t � 1 ;`, sr'�'"'�' ; ! . - � �A ,�t'� �"�,�� '` �i� - � r � � F�' �� d� '; a7yS.� � d (�F � jR} t � �. L¢ �' W "� �' k . +` 3 �t 0 �' ec �`� & ..� � '� S " `� ..�, � .,r +� _. , . t a �x �� �v �t��»; �� � � c, � s iS� s� j'� .��p,E,' s" �� �, ,y "�' � ..�e y� A t� � �� s �. " ��a k ai •^2 'x,�5, a E � � A a A � t +�:'�' , . � . $ ` r � . ,�,, . . . �'` a °�d;��� �:: i ; � .,;. b �� � F.* g. .i, n" .s�.i ' . � � . � � _ ' . , . 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L _.:.: .t.�', �a.<z..#3 :� b3�'#', .;:.,s . :,...,. � . ,.>, . ,,, ;,,'� e.,�,� � • • • 1 � � . 1 Cit of Sha ko ee v p Scott Co u nty Minnesota 2012 Bud et � PRELIMINARY TABLE OF CONTENTS Introduction: MissionStatement ............................................................................................................. 1 OrganizationStructure ....................................................................................................... 4 ManagementTeam ....................................................................................................... . .. 5 Budget Overview: BudgetDevelopment ......................................................................................................... 6 Employeesby Function ...................................................................................................... 8 BudgetResolutions ....................................................:..................................................... 12 Combined Budget: Summary.......................................................................................................................... 19 General Fund: Summary.......................................................................................................................... 24 General Fund Revenue and Expenditures ....................................................................... 25 General Fund Expenditures by Division: Summary.................................................................................................................... 31 Mayor& Council ........................................................................................................ 32 Administration........................................................................................................... 37 CityClerk .................................................................................................................... 44 Finance....................................................................................................................... 51 Community Development — Planning ........................................................................ 57 Facilities...................................................................................................................... 64 Police...................................................'....................................................................... 71 Fire............................................................................................................................. 79 Community Development — Inspection ...............o..................................................... 87 Engineering................................................................................................................ 94 StreetMaintenance ................................................................................................. 101 Fleet......................................................................................................................... 108 ParkMaintenance .................................................................................................... 115 Natural Resources .................................................................................................... 124 Recreation................................................................................................................128 Unallocated..............................................................................................................134 Special Revenue Funds: Summary........................................................................................................................139 Transit...........................................................................................................................140 Economic Development Authority (EDA) ...................................................................... 147 Debt Service Funds: Summary........................................................................................................................ 155 Capital Projects Funds: Summary........................................................................................................................ 159 ParkReserve .................................................................................................................. 160 CapitalImprovement .................................................................................................... 161 Enterprise Funds: Summary........................................................................................................................ 165 SanitarySewer .............................................................................................................. 166 StormDrainage ............................................................................................................. 173 Internal Service Funds: Summary........................................................................................................................ 181 Equipment...................................................................................................................... 183 Park and Recreation Asset ............................................................................................. 193 InformationTechnology ................................................................................................. 195 Governmental Building Asset ........................................................................................ 199 Appendix: Five Year Capital Improvement Program ....................................................................... 204 Shakopee Mission Statement The Mission of the City of Shakopee is to provide the opportunity to live, work and play in a community with a prvud past, promising future, and sma/l-town atmosphere within a metropolitan setting. , £ _. 4----�. .... ����-�^�`"��. 1� � _ --� ,r , ����� _------� ` � �_ , �.� `� � - ., t=- �-�=� _'"1 �` � � y M ti S �� - t �- _. , �` ; �� � f � } ,_.i._.1w .. {� ..� � l � , ' ,� t°_, ��' ""�' y l,�,r� �.�x{ �l �..�— -�- L. �� • � ,° ' � • '_s� .._."__. � T "" f�, �ti� � j � ' � �, y ,� E \ �� ,�,� ' _ _ ;- ���� S j j � � 1 J-�. -1'�l �%�1f��� _ �; , � � � i�'� r����i' -?.� , J __�` } , ' _..^ ( ......1 � Y'I ` _ . �i. 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'y --�(` r.f / �-�-< t:� � f �i --.� -� � �--_, ;�., � � ���� l � ��� __� : �. ��� - — �, , � ��.� �� � �, ; �/ ! � f � t � i �� �� { 1 �`� ' �`i � �(�� I � + I i J ..� 1 ; -�. � ,_, � , i >.....�,� r � 4 , � � , _._����-�' . • I .����� � ._-__ �— _ Cit � Y__ 1 _��' � � � � ���, �' �--�� r #'�( �� j � � yl ;� � � � ��--� .; _-� � � � �- � t � � ; �, r : , l �_ ��_ _ r , � _._ _._..........___.e.____._ �, �-.� --� � - �, �(� � , � ��� � .�1_�,- 1' � � ►; i _ � , ,�,�,, ��;, .:�.�- ��� �� r � _� -I { �Yj � _..-, ! t �� , C }`� �f � f i Lj � f S, �` -� ��`���1 ; � � 1t! � (�" __.�-- �,���``��� �—���� i� y- ! � �� � � ,+ �,�,\ . -_f '""'_ �� �%� �Gi�c:s.s�T � � ,�,� _ .. �' � 'r � i 1 � .r��z O I r j '°„�..s,+��`''�� ( �_._.._-..._ � `���\� � �" � !l � �.�..�_, 1fJ ��r' � �� � L+J Electorate City Counal Plaiuzing Commission & Board of Adjustment & Appeals Building Code Board of Adjustment & Appeals Police Civil Service Comtnission Telecommunications Advisory Commission Pazk & Recreation Advisory Boazd Board of Review , Economic Development Authority Public Utilities Comxnission City Administrator Police Fire Public Works Recreation Finance CO ��� Admuustration . Development EMS Engineering Operarions Na �� ' Pl a»nina City Clerk Resources , Street/Util Bldg Insp HR Park Transit� IT Fleet EDA' Facilities Telecomm 4 City Officials Elected Mayor John Schmitt Councifor Steven Clay Councilor Patrick Heitzman Councilor Matthew Lehman Councilor Pamela Punt Appointed City Administrator Mark McNeill Assistant Administrator Kris Wilson Finance Director Julie Linnihan City Clerk Judith Cox Police Chief Jeff Tate Fire Chief Rick Coleman Public Works Director Bruce Loney Recreation Director Jamie Polley Community Development Director R. Michael Leek 5 Budget Development Fund Structure The financial matters of the City of Shakopee are arranged into groups called funds. Each fund is a separate accounting activity. The funds are; Governmental Funds using modified accrual accounting: General Fund is the main operating fund and accounts for the usual activities of general government, public safety (police, fire and building inspection), public works (engineering, streets and fleet) and culture/recreation (library, park maintenance, recreation and natural resources). Special Revenue Funds are for resources received for specific purposes and include Transit, Revolving Loan, Forfeitures and the Economic Development Authority. Debt Service Funds are to account for money dedicated to paying the city's bonded debt. Capital Proiect Funds are to account for the larger construction projects in the city. Ongoing funds are the Capital Improvement and Park Reserve Funds. Other funds exist for the life of the projects financed bythatfund. Proprietarv Funds usin� accrual accountin�: Enterprise Funds account for business-like activities of the city. There are four enterprise funds. The Electric and Water funds are operated by the Shakopee Public Utilities Commission and make a financial contribution to the General Fund of the City. The City operates the Sewer and Storm Drainage Funds with the utility commission providing billing services for those two funds. Internal Service Funds account for providing goods or services to various city divisions. These are the Building Fund for major city buildings, Capital Equipment Fund for major pieces of mobile equipment, Park Asset Fund for replacement of park assets, Information Technology Fund for certain hardware and software items and the Employee Benefit Fund for compensated absences. Major Funds Major funds are the funds of the city that are larger in terms of assets, liabilities, revenues or expenditures. The General Fund is always a major fund and the four enterprise funds, Electric, Water, Sewer and Storm Drainage are classed as major funds. Individual debt service or capital projects funds may be determined to be major funds for one or more years depending on the activity in that fund. Budget Process Scott County assessor sets property values during the previous year. The county sends valuation notices early in the current year for the next year's taxes. !n May and June the local Board of Review and County Board of Equalization meet to consider appeals of property values from owners. June through March —Tax Court petitions must be filed to appeal previous year assessment. 6 The City's, budget process starts in the spring for the following year. The Five Year Capitai Improvement Plan and the Ten Year Capital Equipment List are reviewed and updated. By late June the operating budget materials are distributed to Department Heads. Management and City Council begin to review budget data in late July and the maximum tax levy is certified to the county auditor by September 15 In mid-November, tax payers receive a notice of the proposed amount of property taxes they would be billed for in the following year. Early in December a public meeting on the budget and tax levy is held and the final tax levy and budget are adopted. Budgets are legally adopted for the General Fund and the Transit Special Revenue Fund. The Economic Development Authority is a legally separate entity but is blended in as a special revenue fund because the City Council also serves as the Board for the EDA. Budgets are legally adopted at the division level for the General Fund and at the Fund level for Special Revenue Funds. Staff may shift budget amounts within divisions but governing body action is needed to change division or fund totals. Budgets are not amended after the close of the fiscal year (December 31�). Appropriations lapse at the year's end. Budgets are prepared but not formally adopted for: • Debt Service Funds because these are controlled by the bond indentures. • Capital Projects Funds because these are controlled by specific project authorizations. • Enterprise Funds because these are flexible budgets based on service needs. • Internal Service Funds because these are controlled by project authorizations, specific purchase approvals or are dependent on the operating budget. 7 Employees by Function 2009 2010 2011 2012 Governmental Funds General Government Administration City Administrator 1 1 1 1 Assistant Administrator 1 1 1 1 HR Technician 1 1 1 1 Office Service Worker 0.625 0.6 0.6 0.6 Communications Coordinator 0.5 0.5 0.5 0.6 Telecomm Coordinator 1 1 1 1 IT Coordinator 1 1 1 1 IT Specialist 1 1 1 1 City Clerk City Clerk 1 1 1 1 Deputy Clerk 1 1 1 1 Records Clerk 1 1 1 1 Receptionist 1.1 1.1 1.1 1.1 Finance Finance Director 1 1 1 1 Accou nta nt 0 0 0 1 Senior Accounting Clerk 1 1 0.8 0 Accounting Clerk II 1 1 1 1 Planning Community Dev. Director 1 1 1 1 Planner II 2 2 2 2 Planner I 1 1 1 1 Secretary 1 1 1 1 Facilities Facilities Supervisor 1 1 1 1 Maintenance 2 2 2 2 Custodian 4 3 3 1 s Employees by Function 2009 2010 2011 2012 Public Safety Police Police Chief 1 1 1 1 Captain 2 2 2 2 Secretary 1 1 1 1 Sergeant $ $ � � Detective 4 4 . 4 4 School Resource 2 3 3 3 Multi-housing/Crime 1 1 1 1 Prevention PatrolOfficer 30 29 29 29 Records Supervisor 1 1 1 1 Records Technician 2 4 4 4 CSO 3 3 3 2 Records Specialist 1.75 1 1 0 Evidence Technician 0 0 0 1 Fire Fire Chief 1 1 1 1 Fire Inspector/Marshal 1 1 1 1 Office Service Worker 1 1 1 1 Building Inspection Building Official 1 1 1 1 Inspector 3 3 3 3 Secretary 1 1 1 1 Public Works - Engineering Public Works Director 1 1 1 1 Assistant City Engineer 1 1 1 1 Project Engineer 1 1 1 1 Graduate Engineer 1 1 0 0 Technician IV 1 1 1 1 Technician III 1 1 1 1 GIS Technician � 1 1 1, Secretary 1 1 1 1 Street PW Superintendant 1 1 1 1 Street/Util. Supervisor 1 1 1 1 Engineering Tech IV 0 1 1 1 Maintenance Operator 6 6 4 4 s Empioyees by Function 2009 2010 2011 2012 Fleet Mechanic 2 2 2 2 Mechanic Apprentice 1 1 1 0 Secretary 1 1 1 1 Culture and Recreation Park Maintenance Park Supervisor 1 1 1 1 Maintenance Operator 7 7 7 7 Natural Resources Natural Res Specialist 1 0 0 0 Recreation Recreation Director 1 1 1 1 Recreation Supervisor 4 4 4 4 Secretary 1 1 1 1 Customer Service Rep. 1 1 1 1 EDA Fund EDA Coordinator 0 0 0� 0 Enterprise Funds Sewer Fund Maintenance Operator 2 2 3 3 Storm Drainage Fund Maintenance Operator 2 2 3 3 Total 130.98 131.20 129.00 125.30 >> RESOLUTION NO. 2011-2 A RESOLUTION OF THE CITY OF SHAKOPEE ECONOMIC DEVELOPMENT AUTHORITY (EDA) SETTING THE EDA TAX LEVY FOR 2012, ADOPTlNG THE 2012 EDA BUDGET, AND REQUESTED THAT TNE SHAKOPEE CITY COUNCIL LEVY THE REQUESTED 2012 EDA LEVY � WHEREAS, the Economic Devefopment Authority (EDAj in and for the City of Shakopee exists pursuant to Minnesota Statutes Section 469.091 et. seq.; and WHEREAS, Minnesota Statutes Section 469.107 provides that, for economic development purposes, the governing body of a municipality may levy a tax at the request of the municipafity's EDA; and ' WHEREAS, on an annual basis, the Shakopee EDA prepares an annual budget; and WHEREAS, the EDA proposes a levy for economic development purposes in the amount of eighty thousand do{{ars ($80,000.00). NOW, THEREFORE, BE IT RESOLVED BY THE SHAKOPEE EDA, that the Shakopee EDA hereby . requests that the City Council of the City of Shakopee levy a special tax of eighty thousand dollars ($80,000.00) to be collected in 2012 for EDA purposes pursuant to Minnesota Statutes Section 469.107. Adopted in special session of the Shakopee Economic Development Authority for the City of Shakopee, held this 6 day of September, 2011. �� --� , Chairman ATTEST: �� ����""`� �6 EDA Executive Director 12 RESOLUTION N0. 7116 A RESOLUTION LEVYING A TAX AT THE REQUESTOF, AND CONSENTING TO THE LEVY OF A TAX BY, THE ECONOMIC DEVELOPMENT AUTHORITY FOR THE CITY OF SHAKOPEE WHEREAS, the Economic Development Authority for the City of Shakopee was created pursuant to Minnesota Statutes, Section 469.091 et. seq., as amended, and WHEREAS, Section 469.107 states the governing body of the municipality may levy a tax at the request of the Authority, and WHEREAS, Section 4b9.033 states that for redevelopment purposes, the Economic Development � Authority may levy a tax with the consent of the governing municipality, NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SHAKOPEE, MINNESOTA, that the City Council levies a special tax of $80,000 pursuant to MSA 469.107 to be collected in 2012 for the Economic Development Authority by the City of Shakopee. BE IT FURTHER RESOLVED that the City Council of the City of Shakopee consents to a special tax levy of $-0- pursuant to MSA 469.033 to be collected in 2012 by the Economic Development Authority. Adopted in,�•�� session of the City Council of the City of Shakopee, Minnesota held this � day of Septe er, 2011. M or of th ty of Shakopee ATfEST: ��.�%�, -���u-� ��� �� City Clerk EDA Resolution to Request City Levy 2012 13 RESOLUTION N0. 7117 A RESOLUTION SETTING PROPOSED MAXIMUM 2011 TAX LEVY, COLLECTIBLE IN 2012 BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SHAKOPEE, COUNTY OF SCOTT, MINNESOTA, that the following amounts be levied as the proposed maximum tax levy in accordance with existing law for the current year upon the taxable property in the City of Shakopee; General Levy $14,992,000 Plus Economic Development Authority 80,000 Debt Service - Fire Referendum 130,000 (Market Value) BE IT FURTHER RESOLVED, that the proposed expenditures for the Governmental Funds Budget for 2012 is $26,938,627. BE IT FURTHER RESOLVED, that the public hearing on the tax levy and budget is set for December 6� at 7:OOpm, (ocated at City Hal1,129 Holmes St. Adopted in session of the City Council of the City of Shakopee, Minnesota held this � day of Septe l er, 2011. ayor of e City of Shakopee ATf EST: >�������G ������ City Clerk Budget resolution prel levy 2012 14 RESOLUTION N0.7118 A RESOLUTION CANCELING DEBT SERVICE LEVY FOR 2011/12 BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SHAKOPEE, COUNTY OF SC01 MINNESOTA, that the following debt service levies are canceled: 2004C GO Improvement Bonds $142,822 2004D Capital Improvement Bonds 467,744 2006A GO Improvement Bonds 344,187 20078 GO fmprovement Bonds 87,853 20048 GO Refunding Bonds 118,528 (partial) BE IT FURTHER RESOLVED that the following irre�ocable transfer is made from the Building Internal ServiceFund to the respective debt service fund in 2012 with the difference of debt service needs being paid from the fund balance in the debt service fund: 2004D Capital Improvement Bonds $447,000 Adopted in�ession of the City Council of the City of Shakopee, Minnesota held this (o � day of Septem�er, 2011. � _ . or of t City of Shakopee ATTEST: C���G���,����.�.� �City Clerk 15 . RESOLUTION N0. 7141 A RESOLUTION SETfING 2011 TAX LEVY, COLLECTIBLE IN 2012 BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SHAKOPEE, COUNTY OF SCOTT, MINNESOTA, that the following sums of money be levied as the tax levy in accordance with existing law for the current year, collectible in 2012, upon the taxable property in the City of Shakopee, for the following purposes: General Levy $14,992,000 Plus Economic Development Authority 80,000 Debt Service - Fire Referendum 130,000 (Market Value) BE IT FURTHER RESOLVED, that the City Clerk is hereby instructed to transmit a certified copy to this resolution to the County Auditor of Scott County, Minnesota. Adopted in session of the City Council of the City of Shakopee, Minnesota held this day of December, 2012. Mayor of the City of Shakopee ATTEST: City Clerk Budget12/budget res &memo fina! govt levy 12-6 16 RESOLUTION N0. 7142 A RESOLUTION ADOPTING THE 2012 BUD6ET BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY COUNCIL OF THE CITY OF SHAKOPEE, MINNESOTA that the 2012 Budget with the estimated revenues and appropriations for the Generai Fund and the Special Revenue Fund as shown below is hereby adopted. Estimated Revenue Expenditures & Other Sources & Other Uses General Fund Mayor and Council $ �90,729 Administration 1,013,687 City Clerk � 358,222 Finance 837,605 Planning 448,481 Facilities 429,083 Police 7,211,987 Fire 1,816,277 Inspection 718,967 Engineering 661,179 Street 2,112,394 Fleet 104,779 Park 1,581,162 Natural Resources 45,214 Recreation 2,365,905 Unallocated 225,000 Total General Fund $20,341,210 20,120,671 Transit Fund 998,840 1,240,547 Adopted in session of the City Council of the City of Shakopee, Minnesota held this day of December, 2011. Mayor of the City of Shakopee ATi'EST: City Clerk H/budget12/budget resolution final levy 2012-Govt. budgets 12-6 17 City of Shakopee, Minnesota 2012 Government Wide Budget Summary Special Debt . Capital General Revenue Service Projects Fund Funds Funds Funds Total Revenues Taxes $13,407,920 $ 80,000 $424,911 $ - $13,912,831 Special Assessments 13,000 750,000 255,000 1,018,000 Licenses And Permits 1,275,300 100,000 1,375,300 Intergovernmental Federal 5,000 5,000 State 744,560 685,427 1,429,987 County � 33,713 33,713 Charges For Service 1,792,030 237,700 2,029,730 Fines And Forfeits 436,000 436,000 Miscellaneous Revenue 70,000 180,000 250,000 tnterest Earnings 275,000 52,000 30,000 7,000 364,000 TOTAL Revenue 18,018,810 1,088,840 1,204,911 542,000 20,854,561 Expenditures General Government 3,277,807 41,989 3,319,796 Public Safety 9,747,231 9,747,231 Public Works 2,878,352 1,240,547 2,900,000 7,018,899 Recreation 3,992,281 508,000 4,500,281 Debt Service 2,707,564 2,707,564 Miscel{aneous 225,000 225,000 Total Expenditures 20,120,671 1,282,536 2,707,564 3,408,000 27,518,771 Excess (Deficiency) of Revenues over Expenditures (2,101,861) (193,696) (1,502,653) (2,866,000) (6,664,210) Other Financing Sources And (Uses) Interfund Loan - lnterfund Transfers In 2,322,400 467,744 2,465,000 5,255,144 Interfund Transfers (Out) (22,400) (22,400) Excess (Deficiency) of Revenuesand OtherSources Over Expenditures and Other Uses $ 220,539 $ (216,096) $ (1,034,909) $ (40 $ ( 1,431,466) Property Tax Levy Required to Support This Budget $ 14,297,090 $ 80,000 $ 294,910 $ 400,000 $ 15,072,000 20 , CITY OF SHAKOPEE, MINNESOTA Enterprise Funds 2012 Budget 2012 2011 Sanitary Surface Tota! Total Electric Water Sewer Water Enterprise Enterprise Fund Fund Fund Fund Budgets Budgets Revenues Operating Revenue $ 38,309,000 $ 4,511,000 $ 3,183,840 $ 1,111,000 $ 47,114,840 $ 45,116,000 Expenses Operating Expenses 33,561,000 2,561,000 3,269,359 791,580 40,182,939 36,975,700 Depreciation 1,877,000 1,137,000 750,000 680,000 4,444,000 4,371,000 Operating Income 2,871,000 813,000 (835,519) (360,580) 2 3,769,300 Non-Operating Income 66,000 347,920 380,000 793,92Q 851,890 Non-Operating Expense (563,000) (563,000) (421,000) Net Income (Loss) Before OperatingTransfers 2,308,000 879,000 (487,599) 19,420 2,718,821 4,200,190 Capital Contributions - 256,000 256,000 336,000 OperatingTransfers In " - OperatingTransfersOut (1,224,000) (899,000) (50,000) (50,000) (2,223,000) (2,096,000) Net Income (Loss) $ 1,084,000 $ 236,000 $ (537,599) $ (30,580) $ 751,821 $ 2,440,190 21 GENERALFUND The General Fund is used to account for revenues and expenditures necessary to carry out the basic functions of city government. Divisions within the General Fund include general government, public safety, public works and culture and recreation. These basic functions include police and fire protection, p(anning, administration, etc. Appropriations are made from this fund annually. Revenues are recorded by source, i.e. taxes, intergovernmenta(, charges for services, etc. Expenditures are recorded by object and are primarily for day-to-day operating expenses and equipment. Capital expenditures for large scale public improvements are accounted for within the Capital Projects Funds. For 2010 and going forward, the Recreation Fund and the Telecommunications Fund (except for Public, Educational and Government access) have been merged into the General fund. 23 CITY OF SHAKOPEE General Fund Budget Report by Function 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Actual Final Budget Proposed REVENUES TAXES $ 13,758,019 $ 13,557,007 $ 8,161,840 $ 13,383,820 $ 13,407,920 SPECIAL ASSESSMENT 14,900 28,988 (30,969} 13,000 13,000 LICENSES AND PERMITS 1,122,619 1,303,896 1,032,870 1,246,750 1,275,300 INTERGOVERNMENTAL 593,647 828,906 936,111 737,560 749,560 CHARGES �OR SERVICE 805,637 1,855,276 1,528,295 1,699,490 1,792,030 FINES & FORFEITS 364,896 423,746 281,468 436,000 A�36,000 MISCELLANEOUS 414,923 420,697 (45,713) 340,800 345,000 TOTAL REVENUES 17 ,074,64'I 18,418,516 11,863,902 17,857,420 18,018,810 EXPENDITURES GENERAL GOVERNMENT 3,199,463 2,970,611 2,317,810 3,034,700 3,277,807 PUBLIC SAFETY 8,532,593 8,975,356 7,259,743 9,715,730 9,747,231 PUBLIC WORKS 2,484,035 2,632,925 2,164,776 2,843,660 2,878,352 CULTURE AND RECREATION 1,739,293 4,075,920 3,173,877 4,361,550 3,992,281 ECONOMIC DEVELOPMENT - 70,019 61,339 80,000 85,000 UNALLOCATED 75,305 - 1,672 140, 000 140,000 TOTAL EXPENDITURES 16,030,689 18,724,831 14,979,217 20,175,640 20,120,671 OPERATING TRANSFERS lN 2,248,302 2,233,806 1,654,219 2,113,200 2,322,400 TRANSFERS OUT (1,649,572) (4,390,000) - - - NET $ 1,642,682 $ (2,462,509) $ (1,461,096) $ (205,020) $ 220,539 24 R55096UD SH001P1V CITY OF SHAKOPEE 12/1/2011 7:28:40 By Company (pb), Objeet (1 Yr Bdgt) - Porfraif 8udget Report Page - 1 Fiscal Period; 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Cade / Description Amount Amount Actual Budgef Budget 09000 GENERAL FUND 4000 REVENUESANDEXPENDITURES 4001 REVENUES 4005 TAXES 4010 PROPERTY TAX 4019 CURRENT PROPERTY TAX 12,066,287- 11,909,734- 7,498,145- 11,584,900- 11,584,900- 4012 DELINQUENT PROPERTY TAX 160,613- 7,�98- 4013 MARKET VALUE CREDIT 16,442- 153- 4015 F(SCAL DISPARITIES 1,329,736- 1,428,353- 413,165 1,630,520- 1,630,520- ' 4020 MOBiI HOME TAX 560- 522- 121- 400- 500- 4025 PILOT 5,130- 4,603- 3,392- 4031 EXCESS TAX INCREMENT 298- 2���5- 4040 AGGREGATE TAX 8, 12 ,sas- s,oss- 8,000- 12,000- 4050 LODGING TAX 170,009- 199,820- 182,617- 160,000- 180,000- 4010 PROPERTY TAX 13,758,019- 13,557,007- 7,274,146- 13,383,820- 93,407,920- 4005 TAXES 13,758,019- 13,557,007- 7,274,146- 13,383,820- 13,407,920- 4100 SPECIAL ASSESSMENT 4110 SPECIAL ASSESSMENT PRINCIPAL 8,908- 22,942- 4,715 8,000- 8,000- 4911 SPEC ASSESSMENT INTEREST 2,911- 2,269- 2,500- 2,500- 4120 SA PREPAY 3,080- 3,777- 1,458- 2,500- 2,540- 4100 SPECIA! ASSESSMENT 14,900- 28,988- 3,257 13,000- 13,000- 420Q LICENSES AND PERMITS 4201 LICENSES 4202 CABLE FRANCNISE 329,088- 249,505- 305,000- 305,000- 4203 7RACK FRANCHISE 12,849- 11,458- 12,000- 12,000- 4220 LIQUOR LICENSE 125,178- 126,107- 121,274 117,000- 117,000- 4230 BEER LICENSE 4,997- 6,394- 4,979- 3,600- 5,000- 4240 CIGARETTE LICENSE 6,450- 6,483- 200- 7,000- 7,000- 4242 DOG LICENSES 5,583- 5,785- 3,130- 4,500- 5,000- 4243 MISC BUSINESS LICENSE 11,607- 9,950- 2,921- 9,000- 10,000- 4201 LICENSES 166,664- 483,808- 393,468- 458,100- 481,000- 4250 PERMITS 4251 BUILDING PERMITS 380,546- 347,288- 193,589- 324,000- 337,300. 4255 RE-ROOF PERMIT 97,563- 4256 WINDOWS-DOORS-RESIDING 14,290- 4259 PLAN REVIEW FEE 193,519- 128,154- 85,605- 122,750- 126,000- 4261 PLUMBING PERMITS 78,662- 62,289- 42,640- 82,000- 84,400- 4265 MECHANlCAL PERMITS 86,437- 72,705- 66,962- 57,600- 59,300- 4267 El.ECTRICAL PERMITS 85,762- 87,504- 49,789- 85,000- 85,000- 4272 SEWER & WATER PERMlTS 29,098- 18,988- 11,309- 30,000- 30,000- 4274 FIRE INSPECTtON PERMITS 12,306- 15,184- 15,955- 14,000- 14,000- 4275 INSPECTtONS 149- 1,641- 364 5,000- 4276 FENCE PERMITS 2,475- 2,575- 2,350- 2,500- 2,500- 4280 ROW PERMITS 85,898- 82,562- 58,586- 70,000- 70,000. 4282 WOODLAND MANAGEMENT FEE '1,104- 1,200- 4D0. 800- 800- 4250 PERMITS 955,955- 820,08& . 639,402- 768,650- 814,300- 4200 LICENSES AND PERMITS 1,122,619- 1,303,896- 1,032,87Q- 1,246,750- 1,275,300- 44001NTERGOVERNMENTAL 4410 FEDERAL GRANTS 1,975- 15,242- 2,421- 5,000- S,OOQ- 25 R55096UD SH001P1V ClNOFSHAKOPEE 12/1/2011 7:28:40 By Company (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 2 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 4410 FEDERAL GRANTS 1,975- 15,242- 2,421- 5,000- 5,000- 4450 STATE GRANTS B�AIDS 7,289- 74,777- 43,832- 18,000- 30,000- 4455 PERAAID 11,933- 18,170- 9,085- 11,930- 11,930- 4460 STATEAID-MAINT 248,331- 378,131- 405,750- 378,130- 378,130- 4462 STATE AID - FIRE 155,577- 4465 STATE AID - POLICE 298,739- 309,959- 293,248- 300,000- 300,00�- 4467 POLICE 7RAINING REIMBURSEMEN7 17,839- 16,132- 16,664 16,50�- 16,50�- 4482 COUNTY GRANTS/AIDS 7,596- 8,050- 9,6�3- 8,0�0- 8,000- 4490 OTHER LOCAL GRANTS(AIDS 55 8,445- 68 4450 STATE GRANTS &AIDS 591,672- 813,664- 933,690- 732,560- 744,560- 4400 INTERGOVERNMENTAL 593,647- 828,906- 936,111- 737,560- 749,560- 4500 CHARGES FOR SERVICE 4510 ADMINISTRATIVE CHARGES 4571 ADMINISTRATIVE CHARGES 37,229- 34,603- 26,693- 40,080- 40,380- 4513 SALE OF DOCUMENTS 3,677- 4,237- 4,275- 3,700- 5,200- 4516 ASSESSMENT SEARCHES 825- 1,350- 2,175- 500- 500- 4518 RELEASE OF DEVELOPER AGREEMENT 145- 150- 240- 4525 TITLE EXAMINATION 300- 300- 600- 4530 ANTENNA RENTAL 5,547- 4510 ADMINISTRATIVE CHARGES 42,176- 40,640- 39,530- 44,280- 46,080- 4570 COMMUNITY DEVELOPMENT 4571 APPEAL 225- 1,125- 1,300- 1,0��- 4572 SIGNS 6,585- 6,715- 5,795- 6,0��- 6,5D0- 4573 CONCEPT REVIEWS 1,57�- 4574 REZONE/COMP PLAN 1,350- 2,510- 500. 1,30a- 1,300- 4575 ZaNING IETTER 875- 675- 690- 350- 750- 4579 P U D 3,941- 6,806- 2,899- 3,000- 3,000- 4580 MAJOR SUBDIVISION PRE-APP 104- 104- 350- 350- 4581 PRELIMIfVARY PLAT 3,000- 3,000- 4582 FINAL PLAT 4A,508- 9,302- 3,510- 3,000- 3,000- 4583 MINOR SUBDIVISION 3,062- 1,000- 525- 3,800- 3,000- 4584 VACATION 850- 2,000- 1,000- 4585 VARIANCE 1,450- 300- 1,000- 1,000- 4586 CUP 2,800- 2,409- 4,863- 4,000- 3,000- 4587 HOME OCCUPATION 400- 600. 600- 400- 4570 COMMUNITY DEVELOPMENT 64,900- 33,768- 19,383- 29,700- 27,300- 4600 ENGINEERING 4620 ENGINEER FEE- PRIVATE 96,364- 38,616- 20,000- 20,000- 4621 ENGINEERFEE-PUBLIC 214,348- 250,255- 257,912- 220,000- 220,000- 4630 GRADE FEE 32,621- 16,337- 6,954 20,OOQ- 28,OOU- 4600 ENGINEERING 343,332- 305,208- 264,866- 26�,000- 268,OOU- 4640 PUBLIC SAFETY FEES 4642 POLICE SERVtCES 124,715- 180,540- 147,089- 95,600- 154,000- 4643 VALLEY FA142 33,311- 36,310- 39,941- 31,000- 33,000. 4646 FALSE ALARMS '14,520- 10,680- 4,680. 15,240- 15,000- 4655 POUPJD FIPJES & FEES 1,140- 860- 460- 1,500- 1,500. 4660 FIRE SERVICES 157,215- 158,269- 158,838- 150,000- 156,000- 4640 PUBLIC SAFETY FEES 330,900- 386,659- 351,008- 293,340- 359,500- 26 R55096UD SH001P1V CITY OF SHAKOPEE 12f1/2011 7:28:40 By Company (pb), Object (7 Yr Bdgt) - PortraiY Budget Report Page - 3 Fiscal Period: i0 / 11 Level Of Rollup 7 20Q9 2010 10/31/2011 2011 2012 Actuai Actual YTD Finai Proposed Object Code / Description Amount Amount Actual Budget Budget 4670 PUBLIC WORKS 4678 PUBLIC WORKS RENTAL $- 4680 MISC PUBLIC WORKS 3,470- 67,056- 40,423- 4,000- 8,000- 4681 CAR/TRUCK WASHES 7,693- 8,74& 6,626- 8,300- 8,300- 4684 STREETSIGNS 2,348- 1,290- 40- 1,000- 2,400- 4670 PU8lIC WORKS 13,511- 77,094- 47,097- 13,300- 18,700- 4750 REFUSE 4759 REFUSE CHARGES 10,817- 9,639- 10,724- 9,000- 12,000. ' 4750 REFUSE 10,817- 9,639- 10,724- 9,000- 12,000- 476o RECREATION FEES 4762 MEMBERSHIPS 23i,ss�- �e�,7oo- 2�s,soo- 232,500- 4763 MEMBERSHIP - EXEMPT 122- 152 4766 GENERAL ADMISSIONS 107,340- 106,294 84,300- 84,500- 4767 ADM�SSIONS - EXEMPT 349- 4770 LESSONS 85,773- 76,702- 112,500- 93,500- 4774 ICE RENTAL - PRIME TAXABLE 68,268- 40,305- 65,900- 65,900- 4775 ICE RENTAL- PRIME EXEMPT 190,065- 126,407- 217,400- 223,250- 4780 YOUTH ACTIVITIES 160,685- 122,157- 185,340- 186,920. 4795 ADULTACTIVITIES 56,567- 41,643- 54,620- 60,880- 4796 ROOM RENTALS 10,108- 10,973- 16,750- 11,750- 4797 ROOMRENTAL-EXEMPT 1,258- 931- 4798 PARK FACILITY RENTAL 22,386- 23,047- 18,000- 24,OOQ- 4799 PARK FIELD RENTALS 445- 434- 150- 500- 4800 SKATE SHARPENING 1,588- 1,144- 2,250- 2,000- 4808 PARK FACILITY RENT- EXEMPT 1,403- 1,735- 4809 PARK FIELD RENT - EXEMPT 2,480- 1,400- 4810 CONCESSION STANDS 23,423- 25,619- 33,180- 32,250- 4812 VENDING CONCESSION COMMISSION 9,158- 5,040- 15,100- 12,700- 4814 NON-RESIDENT FEE 15,731- 5,688- 9,Q00- 9,000- 4816 NON-RESIDENT FEE(TOWNSHIP PYMT 6,732- 7,776- 8,000. 8,000. 4817 ARENAADVERTISING 5,000- 5,000- 5,000- 4818 OTHER RECREATION FEES 4,312- 2,843- 6,400- 6,400- 476D RECREA710N FEES 1,002,269- 795,687- 1,049,870- 1,060,450- 4500 CHARGES FOR SERVICE 805,637- 1,855,276- 1,528,295- 1,699,490- 1,792,030- 4820 FINES & FORFEITS 4821 FINES 8 FORFEITS 253,316- 298,303- 207,889- 300,000- 300,000- 4822 FINES & FORFEITS - SJPA 111,580- 125,443- 73,579- 136,000- 136,000- 4820 FINES & FORFEITS- 364,896- 423,746- 281,468- 436,000- 436,000- 4830 MISCELLANEOUS 4832 INVESTMENT INCOME 4833 INTEREST 330,247- 316,087- 47,050 300,000- 275,000- 4832 INVESTMENT INCOME 330,247- 316,087- 47,050 300,000- 275,000- 4835 MISCELLANEOUS NON-IN"fEftEST 4840 RENTS 3,000. 4843 COMMISSIONS 7,411- 5,418- 5,666- 800- 4845 CONTRIBUTIONS 1,600- 9,510- 4,407- 3,000- 3,000- 4850 MISCELLANEOUS 98,700- 36,659- 5,760- 19,000- 44,000- 4852 INSURANCE DIVIDENDS/FEES 56,965- 53,024 18,000- 20,000- 4835 MISCELLANEOUS NON-INTEREST 84,676- 104,611- 15,834- 40,800- 70,000- 27 R5509BUD SH001P1V CITY OF SHAKOPEE 12/1/2011 7:28:40 By Company (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 4 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 201� 10l31l2011 2011 2012 Actual Actual YT� Final Proposed Object Code / Description Amount Amount Actuai Budget Budget 4830 MISCELLANEOUS 414,923- 420,697- 31,216 340,800- 345,000- 4960 PROCEEDS FROM DEBT ISSUED 4001 REVENUES 17,074,640- 18,418,516- 11,418,417- 17,857,420- 18,018,810- 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 6,763,028 7,293,703 6,081,349 7,681,150 7,731,736 6005 OVERTIME-FT 263,827 264,898 185,379 230,400 265,700 6010 PREMIUM PAY 2,678 3,208 3,070 12,100 14,600 6015 WAGES - PART TIME/TEMP 421,511 886,300 716,603 893,120 986,260 6017 OVERTIME-PART TIME/TEMP 209 8,410 7,136 9,350 9,200 6002 WAGES 7,451,254 8,456,518 6,993,537 8,826,120 9,007,496 6100 BENEFITS 6122 PERA 726,684 786,794 661,314 870,990 885,304 6124 FICA 310,544 384,684 314,119 430,870 , 435,107 6128 FIRE PENSION 240,169 339,752 351,980 152,680 6135 HEALTH 846,664 991,811 839,738 1,166,760 1,301,560 6139 POST EMPLOYMENT HEALTH PLAN 32,345 34,604 25,814 36,300 36,300 6140 LIFE/LTD 29,614 24,045 18,352 37,630 37,630 6145 DENTAL 44,539 48,455 37,167 58,080 57,120 6160 UNEMPLOYMENT 38 226 4,106 6170 WORKERS COMPENSATION 228,509 181,387 140,781 285,850 288,560 6180 COMPENSATED ABSENCES 143,011 107,450 186,900 186,900 6185 OPEB 104,300 6100 BENEFITS 2,706,418 2,899,207 2,041,392 3,425,360 3,381,161 6001 WAGES 8 BENEFITS 10,157,671 11,355,725 9,034,929 12,251,480 12,388,657 6200 SUPPLIES AND SERVECES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 301,704 463,844 267,333 414,830 444,600 6203 MECHANiCS TOOLS 306 165 1,110 1,000 1,000 6205 GftANT EXPENDITl1RES 68 6210 OFFICE SUPPLIES 28,975 31,702 9,794 63,200 51,050 6211 RECREATION SUPPLIES 32,275 26,439 39,390 40,360 6212 UNIFORMS/CLOTHING 24,612 35,507 40,270 25,500 35,500 6213 FOOD 3,525 4,381 1,482 2,000 2,000 6215 MATERIALS 132,996 137,263 130,846 159,500 174,500 6222 MOTOR FUELS & LUBRICANTS 159,224 212,991 229,629 257,890 309,690 6230 BUIIDING MAlNT SUPPLIES 25,698 45,270 46,091 74,050 67,950 624� EQUIPMENT MAINTENANCE 58,574 43,568 52,530 82,420 72,050 6250 MERCHANDISE 744- 51,1i9 63,975 16,250 18,300 6201 SUPPLIES & SERVICES 734,868 t,058,085 869,567 1,136,030 1,217,000 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 455,468 527,512 369,415 541,000 524,8�0 6312 ENGINEERING CONSULTANTS 19,330 257 45,852 25,000 23,�00 6314 COMPUTER SERVICES 5,472 3,242 139- 2,400 6315 BUILDING MAINT. 84,635 209,684 129,943 166,240 75,250 6316 EQUIPMENT MAINTENANCE 403,579 465,608 402,699 460,810 467,510 6318 FILING FEES 230 257 250 250 250 28 R5509BUD SH001P1V CITYOFSHAKOPEE 12/1/2011 7:28:40 By Company (pb), Object (1 Yr Bdgt) - Portrait Budget Report page - 5 Fiscai Period: 10 / 11 Level OF Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6320 LODGING TAX 160,891 182,169 174,436 152,000 170,000 6322 PAVEMENT PRESERVATION 426,131 466,465 435,810 481,700 495,000 6324 TRANSPORTATION 6,838 6,820 7,9Q0 7,900 6325 PERFORMERS/ INSTRUCTORS 44,643 35,815 38,120 42,800 6326 CLEANING SERVICES 27,082 100,000 6327 OTHER PROF SERVICES 507,018 621,195 512,314 678,100 789,030 6300 PROFESSIONAL SERVICES 2,062,754 2,527,870 2,140,298 2,553,480 2,695,540 6330 COMMUNICATIONS 6332 POSTAGE 20,664 29,266 22,842 39,340 42,870 6334 TELEPHONE 51,911 61,426 50,715 61,550 64,530 6336 PRINTING/PUBLISHING 52,396 68,617 50,836 96,770 80,300 6338 ADVERTISING 1,066 s,iss z,�ss �1,580 6339 COMPUTER ACCESS 3,764 2,994 3,863 8,000 6,000 6330 COMMUNICATIONS 129,801 168,438 130,421 205,660 205,280 6350 INSURANCE 6352 LIABlLITY 132,450 161,658 130,115 207,250 172,447 6354 PROPERTY 103,263 127,842 122,750 134,380 122,750 6356 AUTO 47,704 48,826 49,240 63,160 40,997 6350 INSURANCE 283,417 338,326 302,105 404,790 336,194 6360 UTILITY SERVICE 5,070 260 6362 ELECTRIC 421,142 537,829 257,206 588,850 566,760 6364 W/aTER 16,263 34,051 26,671 29,060 28,770 6365 GAS 98,809 148,231 72,481 204,780 134,890 6366 SEWER 4,854 9,816 6,083 15,010 10,270 6367 REFUSE 1,076 836 418 8,000 6368 STORM 33,347 34,170 21,891 40,520 40,380 6360 UTILITY SERVICE 578,562 764,934 385,010 886,220 781,a70 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 289,341 280,289 334,785 434,240 446,040 8420 EQUIPMENT RENT 12,784 14,170 10,093 14,180 70,220 6425 EQUIPMENT RENT (1S FUND) 846,264 688,668 576,310 690,210 634,280 6430 BUILDING RENT (IS FUND) 678,180 1,242,756 946,150 1,135,120 907,200 6435 OTHER RENT 100,825 182,220 145,273 204,800 981,920 6400 RENTALS 1,927,394 2,408,103 2,012,611 2,478,550 2,179,660 6470 DUES/TRAININGITRAVEL 6472 CONFERENCE/SCHOOLITRAINING 90,547 96,178 71,004 124,930 126,180 6475 TRAVEVSUBSISTENCE 25,838 27,820 25,362 45,820 43,620 6480 DUES 152,309 149,097 154,103 181,190 178,160 6490 SUBSCRIPTIONSIPUBLICATIONS 6,848 5,604 6,707 91,480 10,440 6470 DUES/TRAINING/TRAVEL 275,543 278,699 257,177 363,420 358,400 6497 FLEET CHARGE BACK 310,372- 316,245- 308,030- 330,000- 330,000- 6498 EXPENSE CHARGEO BACK 21,846- 21,735- 47,340- 45,960- 6200 SUPPLIES AND SERVICES 5,660,119 7,206,475 5,789,159 7,650,810 7,397,184 6500 OEPRECIATION °"""" ° �'�-"- ` 6501 DEPRECIATION EXPENSE 6600 MISCELLANEOUS 6620 PROPERTY TAX/SPECIAI ASSESS 46,745 41,227 39,263 44,420 39,830 29 R55096UD SH001P1V CITYOFSHAKOPEE 12/1/2011 7:28:40 By Company (p6), Object (1 Yr Bdgt) - Partrait Budget Report Page - 6 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2�11 2011 2012 Actual Actual Y7D Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6640 DESIGNATED MISCELLANEOUS 5,340 75,797 62,478 81,500 86,500 6650 CREDlT GARD FEES 2,958 12,843 14,043 12,430 13,000 6660 CASH SHORT-OVR/BANK FEES 54 199 154 6640 DESIGNATED MISCELLANEOUS 8,353 88,838 76,675 93,930 99,500 6680 CONTINGENCY 6681 CONTINGENCY 50,000 50,000 6685 CONTINGENCY-DESIGNATED 75,306 50,000 50,000 6680 CONTINGENCY 75,306 100,0�0 100,0�0 6600 MISCELLANEOUS 130,404 130,065 115,938 238,350 239,330 6700 CAPITAL OUTLAY 6740 EQUIPMENT 82,495 32,565 39,191 35,000 95,500 670D CAPITAL OUTLAY 82,495 32,565 39,191 35,OOD 95,500 6800 DEBT SERVICE 6802 DEBT SERVICE PRINCIPAL 6840 DEBT SERVICE INTEREST 6000 EXPENDfTURES 16,030,689 18,724,831 14,979,217 20,175,640 20,120,6�1 8005 TOTAL TRANSFERS W , 8010 OPERATING TRANSFERS IN 336,900- 263,200- 122,400- 8011 TRANSFER FROM ELECTRIC FUND 1,095,202- 1,173,056- 1,654,219- 1,850,U��- 1,25�,000- 8012 TRANSFER FROM WA7ER FUND 726,200- 816,350- 850,000- 8019 TRANSFER IN CAPITAL PROJEC7 FD 90,000- 244,400- 100,000- 8010 OPERATfNG TftANSFERS IN 2,248,362- 2,233,806- 1,654,219- 2,113,200- 2,322,400- 8005 TOTAL TRANSFERS IN 2,248,302- 2,233,806- 1,654,219- 2,113,200- 2,322,400- 8050 TOTAL TRANSFERS OUT 8052 TRANSFERS OUT 8053 TRANSFERS OUT 28,468 4,396,000 8054 OPERATING TRANSFERIDEBT SERV 416,944 8058 OPERATING TRANSFER RECREATION 1,204,160 8101 PROCEEDS FRaM SALE (GAIN/LOSS) 6,000- 8052 TRANSFERS OUT 1,649,572 4,390,000 8050 TOTAL TRANSFERS OUT 1,649,572 4,390,000 4000 REVENUES AND EXPENDITURES 1,642,681- 2,462,509 2,306,580 205,020 220,539- 01000 GENERAL FUND 1,642,681- 2,462,509 2,306,580 205,020 220,539- 30 R55096UD SH003P1V CITYOFSHAKOPEE 11/29/201112:25:36 8y Co, Div (Totals Oniy w 1 Yr Bdgt )- Portrait Budget Report Page - 1 Fiscal Period: 10 / 11 Level Of Roliup 6 2009 2010 10/31/2011 2011 2�12 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 01000 GENERAL FUND 11 MAYOR & COUNCiL 123,440 151,991 139,487 202,240 190,729 12 ADMINISTRATION 537,590 697,307 542,337 793,034 1,013,687 13 CITY CLERK 290,216 313,342 239,355 327,180 358,222 95 FINANCE 762,861 794,863 761,502 794,600 837,605 16 LEGAL GOUNSEL 422,045 17 COMMUNITY DEVELOPMENT 474,592 458,199 332,577 495,800 448,481 18 FACILITIES 214,261 190,739 959,017 214,610 429,083 20 INFORMATION TECHNOLOGY 374,458 364,170 143,535 207,240 31 POLICE DEPARTMENT 5,952,777 6,324,409 5,306,854 6,969,270 7,211,987 32 FIRE 1,809,935 1,866,038 1,368,085 1,945,360 1,816,277 33 INSPECTION-BLDG-PLMBG-HTG 769,881 784,909 584,804 801,100 718,967 41 ENGINEERING 557,153 55�,69� a9o,2ss 661,630 661,179 42 STREET MAINTENANCE 1,835,690 1,958,904 1,624,277 2,059,700 2,112,394 44 FLEET 97,192 122,330 50,234 122,330 104,779 46 PARK MAINTENANCE 1,414,353 1,483,288 1,119,120 1,576,910 1,581,162 65 LIBRARY 284,482 287,744 204,071 304,330 66 NATURAL RESOURCES 40,458 29,029 15,110 58,400 45,214 67 RECREATION 2,265,859 1,835,576 2,421,910 2,365,905 91 UNALLOCATED 75,306 70,019 63,011 220,000 225,000 01000 GENERAL FUND 16,030,689 18,724,830 14,979,216 20,175,640 20,120,671 _ _ _._ _ __. 31 CITY OF SNAKOPEE 2012 GENERAI FUND BUDGET D{VISIOM: MAYOR & COUNCIL MISSION STATEMENT: Through its legislative authority, the mission of the Mayor and City Council is to set policy, establish service levels, and set a rate of taxation for Shakopee property owners. ACTIVITY: Includes ceremonial functions performed by the Mayor, who is elected as Mayor and serves as Chief Executive Officer of the City. The Mayor is Chairman of the Council and is a voting member of the Council. The Mayor has no power of veto. Council activity includes legislative and poficy making functions not otherwise provided for or prohibited by State and Federal governments, adopting the City's operating and capital budgets, and affirming the hiring and dismissal of City employees. The Council also provides liaison relationships on numerous boards and commissions. The Mayor and four Council Members are elected at-large for terms of two and four years, respectively. GOALS: 1. Provide for service levels commensurate with population growth; acceptable levels of taxation. 2. Implement the Goals and Strategies of the 5hakopee Visioning Process to provide for current and future needs. MEASUREMENT OF GOALS: � Cost to provide City services as measured on a per capita basis: Actual Actual Budgeted Requested 2009 2010 2011 2012 Total Mayor & Counci{ Expenditures $ 123,440 $ 151,991 $ 202,240 $ 190,729 Popu{ation 34,691 37,076 37,223 37,370 Expenditure/Capita $3.56 $4.10 $5.43 $5.10 OBJECT DESCRIPTION: Description of line items: Wages & Benefits. Mayor's salary $7,860, Council $6,720, Recording Secretary $5,000. Supplies: Includes items for support of council members Professional Service: Provides for $6,000 for undesignated projects, and $30,000 for attorney for civil work. ConferenceJSchools/Training: - LMC or other efected official conferences for Mayor or Council Members $1,500. Travel Subsistence: Council workshop meals, and reimbursement for mileage traveled on City business $2,500. 32 Dues: � Metro Cities dues $9,513, League of MN Cities dues $20,905, Suburban Rate Authority $3,000, miscellaneous dues $3,000, SCALE group participation $5,000, SCALE Transportation Economic Development $20,000; MN Mayor's Association $20; and US Highway 169 Coalition $3,000, Municipal Legislative Commission $9250. Other Charges: Departmental IT $-0- (reallocated by department beginning in 2012) Designated Miscellaneous: Volunteer/employee recognition picnic, employee appreciation lunch, and retirement plaques $1,500. , 33 R55�96UD SH0a5P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 3 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actuai YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 11 MAYOR & COUNCIL 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 29,373 6015 WAGES - PART TIME/TEMP 36,926 37,061 2,064 39,740 37,740 6002 WAGES 36,926 37,061 31,437 39,740 37,740 6100 BENEFITS 6122 PERA 1,400 1,064 901 2,090 2,740 6124 FICA 1,922 1,932 1,641 3,040 2,890 6170 WORKERS COMPENSATION 16 13 12 20 20 6100 BENEFITS 3,337 3,009 2,553 5,150 5,650 6001 WAGES 8 BENEFITS 40,264 40,070 33,990 44,890 43,390 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 167 37 400 400 6210 OFFICE SUPPLIES 13 240 118 1,000 1,000 6213 FOOD 14 43 6201 SUPPLIES & SERVICES 194 321 118 1,400 1,400 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 767 19,346 5,860 40,000 30,000 6327 OTHER PROF SERVICES 4,770 6,000 6,000 6300 PROFESSIONAL SERVICES 767 19,346 10,630 46,000 36,000 6330 COMMUNICATIONS 6334 TELEPHONE 136 355 74 6336 PRINTING/PUBLISHING 117 270 127 6330 COMMUNICATIONS 253 626 201 6350 1NSURANCE 6352 LIABILITY 1,146 1,512 1,294 1,600 1,294 6356 AUTO 45 . 45 25 60 25 6350 INSURANCE 1,191 1,557 1,319 1,660 1,319 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 6,567 7,880 8,480 6430 BUILDING RENT (IS FUND) 20,892 26,484 20,890 24,920 19,840 6400 RENTALS 20,892 26,484 27,457 32,800 28,320 6470 DUES/TRAINING/TRAVEL 6472 CONFERENCE/SCHOOUTRAINING 670 421 330 1,500 1,500 6475 TRAVEUSUBSISTENCE 372 468 238 2,500 2,500 6480 DUES 53,497 54,512 59,599 66,490 71,300 6490 SUBSCRIPTIONS/PUBLICATIONS 2,408 4,593 3,500 3,500 6470 DUESlTRAINING/TRAVEL 54,539 57,810 64,761 73,990 78,800 6200 SUPPLIES AND SERVICES 77,836 106,143 104,485 155,850 145,839 6500 DEPRECIATION 6600 MISCELLANEOUS 6640 DESIGNATED MISCELLANEOUS 5,340 5,778 1,011 1,500 1,500 34 R55096UD SH005P1V CITYOFSHAKOPEE 11/29/201i12:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 4 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual 8udget Budget 6600 MISCELLANEOUS 5,340 5,778 1,011 1,500 1,500 6800 DEBT SERVtCE 6000 EXPENDITURES 123,440 151,991 139,487 202,240 190,729 11 MAYOR & COUNCIL 123,440 151,991 139,487 202,240 190,729 _ __ __ __ _ _ _ _ _ _ __ 35 Administration Department HR Technician Facilities Maintenance Facilities Workers (2) Maintenance - Supervisor Custodian (1) Assistant City IT Coordinator Administrator & IT Specialist Telecommunications Coord i n ator City Office Service Administrator Worker Communications Coordinator Deputy City Clerk City Clerk Records Clerk Receptionists 37 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: ADMINISTRATION MISSION S7ATEMENT: The mission of the Administration Department is to provide for the day-to-day operation of the City government of Shakopee, in accordance with the policies and directives of the Mayor and City Council, and to support the work of the City's six other departments by providing effective and efficient administrative support services. ACTIVITY: The activities of the Administration Department include direction and coordination of all city departments in carrying out the policies established by the City Council, preparation of the annual budget, and making recommendations to the Council regarding existing and new policies and programs. The Department is also responsible for all personnel matters, including payroll and benefits; commur►icatians activities, such as the City's website and newsletter; and telecommunications functions including operation of the Public and Government Access Channels. For In 2012, personnel costs for the Information Technology (IT) staff have been merged into the Administration Department's budget for the first time, while other IT related costs are funded by an internal service fund established in 2010. Facilities maintenance is also part of the Administration Department but funded through individual divisions elsewhere in this budget. Actual Actual Budgeted Requested 2009 2010 2011 2012 Expenditures $849,298 + fT $1,000,270 $1,013,687 Population 37,076 37,223 37,370 Expenditure/Capita $26.87 $27.13 Staff 2009 2010 2011 2012 ' City Administrator 1 1 1 1 Assistant City Administrator 1 1 1 1 HR Technician 1 1 1 1 Office Service Worker 0.625 0.6 0.6 0.6 Communications Coordinator 0.5 0.5 0.5 0.6 Telecommunications Coordinator 1 1 1 1 IT Coordinator 1 1 1 1 fT Specialist 1 1 1 1 38 OBJECT DESCRIPTION: Description of lines items: Supplies & Services: Employee Recognition Items ($2,500), Operating Supplies for Telecom $4,000, Telecom R&D Fund $10,000, Office Supplies $6,000, Professional Services: Attorney for HR issues $6,000, Attorney for Telecom issues $3,000, Sentence to Service $7,000, Position Valuation & Labor Negotiations $5,000, Outsourced Benefits Administration $10,000, Misc. graphic design and photography $2,000. Postage: Postage costs to mail quarterly HomeTown Messenger ($13,000), general postage and delivery costs (Sz,�so). , Printing/Publishing: Printing costs for quarterly HomeTown Messenger ($9,800), in-house printing and copying, including Council & TAC packets $7,000, Residents Guide advertising $1,000 and public access advertising $4,500. Software: Annual cost of payroll/timesheet software $40,000, Communications Software for e-newsletters, online surveys, etc. ($1,000). Admin share of internal IT charges $14,000. Training: State managers conference (for 2) $1,200, Effective Management Group participation $1,200, Misc. local training for Admin staff $700, General city employee training (sexual harassment prevention, customer service, HR training for supervisors, etc.) $5,000. City-wide safety training and OSHA compliance assistance $25,000, Communications Coordinator training $600, Telecommunications Coordinator training and staff and TAC member conference attendance $2,000. Travel/Subsistence: Mileage $4,400, Meal Reimbursement $500. Dues: ICMA (for 2) $1,600, MN Managers Association (for 2) $200; Metro Manager Groups (for 2) $200, Rotary $150, Misc. $200, HR-related professional organizations (SHRM) $200; Government Communicator's Organization (MAGC) $100, state and national telecommunications groups (MACTA & NATOA) $1,250. Subscriptions/Publications: Administration and HR Publications and Books $700. 39 R5509BUD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 5 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 12 ADMINISTRATION 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 247,984 311,431 257,252 353,100 499,950 6005 OVERTIME-FT 54 287 6015 WAGES - PART TIME(fEMP 48,210 53,602 48,754 39,320 44,000 6002 WAGES 296,248 365,320 306,006 392,420 543,950 6100 BENEFITS 6122 PERA 19,766 25,447 22,028 28,460 39,450 6124 FICA 20,406 25,444 21,553 30,030 41,620 6135 HEALTH 30,930 43,161 34,873 46,130 74,940 6139 POST EMPLOYMENT HEALTH PLAN 894 1,202 892 1,200 2,400 6140 LIFE/LTD 1,026 987 750 1,700 2,340 6145 DENTAL 1,254 1,307 1,305 1,920 2,880 6170 WORKEftS COMPEPfSATION 1,733 1,642 1,420 2,62U 3,3Q0 6180 COMPENSATED ABSENCES 3,518 13,492 . 7,000 9,000 6185 OPEB 2,8Q0 6100 BENEFITS 82,326 112,682 82,821 119,060 175,930 _. _. 6001 WAGES & BENEFITS 378,575 478,002 388,827 511,480 719,880 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 2,595 20,864 558 21,000 13,500 6205 GRANT EXPENDITURES 6$ 6210 OFFICE SUPPLIES 1,617 3,942 465 6,150 6,00� 6213 FOOD 56 224 6222 MOTOR FUELS & LUBRICANTS 209 516 500 500 6240 EQUIPMENT MAINTENANCE 33 997 190 2,000 2,500 6201 SUPPLIES & SERVICES 4,300 26,236 1,798 29,650 22,500 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 6,580 5,389 5,076 11,000 10,000 6316 EQUIPMENT MAINTENANCE 874 620 4,000 5,500 6327 OTHER PROF SERVICES 16,872 36,481 8,582 32,900 44,500 6300 PROFESSIONAL SERVICES 23,451 42,744 14,278 47,900 60,000 6330 COMMUNICATIONS 6332 POSTAGE 9,882 13,092 9,885 16,510 16,350 6334 TELEPHONE 3,813 4,932 3,186 3,100 6,100 6336 PRINTING/PUBLISHING 12,677 14,305 11,729 24,100 20,500 6338 ADVERTISING 940 9,311 6330 COMMUNICATIONS 27,313 33,639 24,800 43,710 42,950 6350 I N SU RANCE 6352 LIABILITY 3,895 5,778 6,SD8 5,850 6,508 6356 AUTO 27 59 77 310 77 6350 INSURANCE 3,922 5,837 6,585 6,160 6,585 6360 UTILITY SERVICE 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 31,433 50,553 49,889 72,840 73,090 6430 BUILDING RENT (IS FUND) 13,920 26,484 24,370 29,240 30,032 40 R5509BUD SHOOSP1V CfTYOFSHAKOPEE 1 112 9/2 0 1'�2:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report page - 6 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/3�/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6435 OTHER RENT 3,000 8400 RENTALS 45,353 77,037 74,259 105,080 103,122 6470 DUESITRAINING/TRAVEL 6472 CONFERENCE/SCHOOL/TRAINING 29,918 26,769 25,000 39,900 46,900 6475 TRAVEUSUBSISTENCE 1,076 3,246 3,021 4,800 5,950 6480 DUES 2,255 3,117 3,460 3,650 4,100 6490 SUBSCRIPTIONS/PUBLICATIONS 479 682 182 700 1,700 6470 DUES/TRAINING/TRAVEL 33,729 33,813 31,662 49,050 58,650 6200 SUPPLIES AND SERVICES 138,068 219,305 153,382 281,550 293,807 65Q0 DEPRECIATION 6600 MISCELLANEOUS 6640 DESIGNATED MISCELLANEOUS 12 $ 6600 MISCELLANEOUS � 6700 CAPfTAL OUTLAY 6740 EQUIPMENT 20,948 6700 CAPITAL OUTLAY 20,948 6800 DEBT SERVICE 6000 EXPENDITURES 537,590 697,307 542,336 793,030 T,OT3,687 12 ADMINISTRATION 537,590 697,307 542,336 793,030 1,013,687 41 Admin 2012 Budget 0121 0123 0125 0126 0127 Object # Description Admin. Human Res Commun. R Telecomm Total 6002 Wages FT- Reg. $ 195,140 $ 101,250 $ 137,180 $ 66,380 499,950 6005 Wages OT - Reg. ' 6015 Wages PT - Temp 38,000 6,000 44,000 6122 PERA 14,150 7,340 2,760 9,950 5,250 39,450 6124 FICA 14,930 . 7,750 2,910 10,490 5,540 41,620 6135 Health 52,130 22,810 74,940 6139 PEHP 1,800 600 2,400 6140 Life 1,700 640 2,340 6145 Dental 1,920 960 2,880 6170 Workers Comp 2,730 570 3,300 6180 Compensated Absences 6,000 2,000 1,000 9,000 6185 OPEB - Total Personnel 290,500 116,340 43,670 185,200 84,170 719,880 6202 Operating Supplies 2,500 11,000 13,500 6210 OfficeSupplies 1,500 1,500 1,000 1,000 1,000 6,000 6210 Motor Fuel 500 500 1,000 6240 Equipment Maint- Supplies 2,000 2,000 6310 Attorney 1,000 6,000 3,000 10,000 6316 Equipment Maintenance 1,000 1,000 3,500 5,500 6327 Other Prof Services 7,000 35,000 2,000 500 44,500 6332 Postage 800 1,300 13,750 500 16,350 6334 Telephone 5,000 1,000 100 6,100 6336 Printing/Publishing 4,000 500 11,500 4,500 20,500 6352 Liability lnsurence 4,547 1,326 635 6,508 6356 Auto Insurance 27 18 32 77 6410 Software 9,500 40,000 2,250 3,800 17,540 73,090 6430 Building Rent (IS FUND) 16,712 6,640 6,680 30,032 6435 Otherrent - - 6472 Conf/School/Training 5,300 30,000 600 9,000 2,000 46,900 6475 Travel/Subsistence 3,500 600 100 1,000 750 5,950 6480 Dues 2,350 400 100 1,000 1,250 5,100 6490 Subscriptions/Publications 300 400 700 Total Supplies & Services 63,036 118,200 31,300 26,284 54,987 293,807 6740 Capita! Expenditures ' Total $ 353,536 $ 234,540 $ 74,970 $ 211,484 $ 139,157 $ 1,013,687 43 C1TY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: CITY CLERK MISSION STATEMENT: Provide information and services to the public and staff in a timely, professional and efficient manner. ACTIVITY: The City Clerk's office is responsible for administering elections, issuance of licenses, preparation of Council minutes, assistance in the preparation of agendas, maintenance of official records, publication of legal notices, preparation and monitoring of developer's agreements and securities therefore, and providing customer service to the public. GOALS: 1. Provide a positive experience for eligible voters during state and city elections in an efficient and cost effective manner. 2. Assist applicants in obtaining and renewing licenses in a positive and efficient manner. 3. Maintain city records, making them available to interested parties, in a timely and efficient manner. M EASUREM ENT OF GOALS: Cost Per Capita of departments expenditures: Actual Actual Budgeted Requested 2009 2010 2011 2012 Expenditures $ 290,216 $ 313,342 $ 327,180 $ 358,222 � Population 34,691 37,076 37,223 37,370 Expenditure/Capita $8.37 $8.45 $8.79 $9.59 Number of licenses issued 466 460 450 450 Records imaged 140,000 145,000 150,000 150,000 Staff 2009 2010 2011 2012 City Clerk 1 1 1 1 Deputy Clerk 1 1 1 1 Record Clerk 1 1 1 1 Receptionist (2 pt) 1.1 1.1 1.1 1.1 44 OBJECT DESCRIPTION: Description of lines items: Wages and Benefits (Full-Time and Permanent Part-Time): Full-time City Clerk, Deputy City Clerk, Records Clerk, and two part-time Receptionists. Wages Part-Time Temporary: Election Judges @$8.75/hr for regular judges and @$9.75/hr for head-judges for primary and general . elections, $26,000. Communicationr. Printing and publishing $10,000. Rentals: " Software -IT charges $9,500. Building Rent (IS FUND) $16,720. 45 R55096UD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Objeet (1 Yr Bdgt) - Portrait Budget Report Page - 7 Fiscai Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 13 CITY CLERK 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 161,701 171,094 141,864 171,130 173,180 6015 WAGES - PART 71ME/TEMP 15,467 40,705 15,907 26,250 47,600 6902 WAGES 177,168 211,799 157,771 197,380 220,780 6100 BENEFITS 6122 PERA 11,954 13,271 11,439 14,290 16,000 6124 FICA 12,565 13,227 11,012 15,100 16,890 6135 HEALTH 23,031 24,042 20,200 34,260 38,720 6139 POST EMPLOYMENT HEALTH PLAN 844 881 662 1,200 1,200 6140 LIFEILTD 730 591 461 930 930 6145 DENTAL 963 1,009 785 1,920 1,920 6170 WORKERS COMPENSATION 1,258 1,098 1,381 1,470 1,650 6180 COMPENSATED ABSENCES 4,182 3,066 6,700 6,700 6185 OPEB 3,700 6100 BENEFITS 59,227 57,184 45,938 75,870 84,010 6001 WAGES & BENEFITS 236,395 268,983 203,710 273,250 304,790 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 1,343 154 6210 OFFICE SUPPLIES 746 1,079 285 2,750 1,750 62�1 SUPPLIES & SERVIGES 2,089 1,233 285 2,750 1,750 6300 PROFESSIONALSERVICES 6310 ATTORNEY 3,67A 3,010 3,267 3,500 3,500 6314 COMPUTER SERVICES 740 295 800 6316 EQUIPMENT MAINTENANCE 187 507 850 850 6318 FILING FEES 46 211 250 250 250 6327 OTHER PROF SERVICES 4,403 96 155 200 200 6300 PROFESSIONAL SERVICES 9,051 3,612 4,180 5,600 4,800 633� COMMUNICATIONS 6332 POSTAGE 6,239 2,032- 466 2,800 3,730 ' 6334 TELEPHONE 192 115 63 280 280 6336 PRINTINGlPUBLISHING 11,208 12,528 6,639 13,600 10,000 6330 COMMUNICATIONS 17,638 10,611 7,168 16,680 14,010 6350 INSURANCE 6352 LIABfLITY 2,561 2,648 2,256 2,580 2,256 6350 INSURANCE 2,561 2,648 2,256 2,580 2,256 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 6,530 6,600 6,567 7,880 9,500 6420 EQUIPMENT RENT 415 390 394 450 750 6430 BUILDING RENT (IS FUND) 13,920 17,652 13,930 16,720 13,376 6435 OTHER RENT 115 170 85 120 240 6400 RENTALS 20,981 24,811 20,976 25,170 23,866 6470 DUESlTRAINiNG�I'RAVEL 6472 CONFERENCE/SCHOOLITRAINING 454 1,213 357 650 750 6475 TRAVEUSUBSISTENCE 762 121 277 400 400 46 R55096UD SHOOSP1V CITY OF SHAKOPEE 1 1 /29/201 11 2:23:13 By Co, Div (pb), Objeet (1 Yr Bdgt) - Portrait Budget Report Page - 8 Fiscal Period: 10 ! 11 Level Of Rollup 7 2009 2010 10l31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6480 Dt1ES 235 95 95 100 100 6490 SUBSCRIPTIONS/PUBLICATIONS 5� 15 52 6470 DUES/TRAINING/TRAVEL 1,501 1,444 780 1,150 1,250 6200 SUPPLIES AND SERVICES 53,821 44,359 35,645 53,930 47,932 6500 DEPRECIATION 6600 MISCELLANEOUS 6700 CAPITAL OUTLAY 6740 EQUIPMENT 5,500 6700 CAPITAL OUTLAY 5,500 6800 DEBT SERVICE 6000 EXPENDITURES 290,216 313,342 239,355 327,180 358,222 13 CI7'Y CLERK 290,216 313,342 239,355 327,180 358,222 47 Clerk 2012 Budget 0131 0132 0133 0134 Object # Description Mgt Elections Licenses Imaging Total 6002 Wages FT- Reg. $ 151,250 $ 9,630 $ 7,500 $ 4,800 $ 173,180 6015 Wages PT - Temp 21,600 26,000 47,600 6122 PERA 12,540 2,580 530 350 16,000 6124 FICA 13,220 2,730 570 370 16,890 6135 Health 38,720 38,720 6139 PEHP 1,200 1,200 6140 Life/LTD 930 930 6145 Dental 1,920 1,920 6170 Workers Comp 1,650 1,650 6180 Compensated Absences 6,700 6,700 6185 OPEB - Total Personnel 249,730 40,940 8,600 5,520 304,790 6202 Operating Supplies - 6210 Office Supplies 1,600 100 50 1,750 6240 Equipment Maintenance - 6310 Attorney 3,000 100 400 3,500 6314 Computer Services - ' 6316 Equipment Maintenance 300 550 850 6318 Filing Fees 250 250 6327 Other Prof Services 200 200 6332 Postage 2,700 1,000 30 3,730 6334 Telephone 280 280 6336 Printing/Publishing 10,000 10,000 6352 Liability Insurance 2,256 2,256 6410 Software - Annual Fees 9,500 9,500 6420 Equipment Rent 750 750 6430 Building Rent (IS FUND) 13,376 13,376 6435 OtherRent 240 240 6472 Conf / School / Training 600 150 750 6475 Travel/Subsistence 400 400 6480 Dues 100 100 Total Supplies & Services 45,112 1,440 430 950 47,932 6740 Capital Expenditures 5500 5,500 Total $ 294,842 $ 42,380 $ 9,030 $ 11,970 $ 358,222 49 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: FINANCE MISSION STATEMENT: Provide accurate and current financial and statistical data to internal departments and the City Council in a timely manner. Manage the City's financial assets effectively and efficiently. ACTIVITY: The major activities of the Finance Department encompass, accounts payable, cash management, accounts receivable, financial reports, special assessments, annual financial report, budget, insurance and many other of lesser importance. GOALS: 1. Provide accurate and timely information to management. 2. Complete the preparation of the City's budget and CAFR on time. 3. Provide quality overall financial services. MEASUREMENT OF GOALS Cost per capita of Finance Dept. expenditures: (without lodging tax) Actual Actual Budgeted Requested 2009 2010 2011 2012 Expenditures $ 601,970 $ 612,694 $ 642,600 $ 667,605 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $17.35 `$16.53 $17.26 $17.86 Number of Checks Issued 3,741 3,800 3,800 3,800 Lodging tax not included in performance measures. Staff 2009 2010 2011 2012 Finance Director 1 1 1 1 Accountant 0 0 0 1 Senior Accounting Clerk 1 1 0.8 0 Accounting Clerk 1 1 1 1 OBJECT DESCRIPTION: Description of lines items: Professional Services: Auditing services $39,300, County TNT notices $3,100, investment safe keeping fees $5,500 and cash manager fees $60,000 both offset by revenue, misc. services as needed $2,000, assessing contract with the county $178,000 and county special assessment fees $2,000, OPEB update $5,000. Software: Financial $46,385, including implementation of Insight Software package, IT charges $4,730. 51 R5509BUD SH005P1V CITY OF SHAKOPEE 11/30/2011 8:04:20 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 1 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 201� 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 01000 GENERALFUND 15 FINANCE 6000 EXPENDfTURES . 6001 WAGES & BENEFITS 6002 WAGES 206,875 197,444 212,021 201,040 210,000 6005 OVERTIME-FT 36 1,500 1,500 6002 WAGES 206,911 197,444 212,021 202,540 211,500 6100 BENEFITS 6122 PERA 13,962 13,838 11,397 14,680 15,740 6124 FICA 14,268 13,652 11,116 15,500 16,620 6'f35 HEALTH 28,590 21,027 15,192 24,20a 27,350 6139 POST EMPLOYMENT HEALTH PLAN 900 901 666 90a 900 6140 LIFE/LTD 892 664 443 1,000 1,000 6145 DENTAL 1,255 1,203 882 1,440 1,440 6170 WORKERS COMPENSATION 1,467 1,069 877 1,440 1,450 6180 COMPENSATED ABSENCES 3,594 2,010 6,000 6,000 6185 OPEB 2,800 6100 BENEFITS 67,730. 54,364 40,573 65,160 70,500 6001 WAGES & BENEFITS 274,641 251,808 252,594 267,700 282,000 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 528 5,750 8 6210 OFFICE SUPPLIES 1,187 588 321 3,000 2,000 6201 SUPPLIES & SERVICES 1,715 6,339 329 3,000 2,000 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 501 112 396 600 80� 6316 EQUIPMENT MAINTENANCE 155 600 500 6320 LODGING TAX 160,891 182,169 174,436 152,000 170,000 6327 OTHER PROF SERVICES 261,687 285,975 276,836 299,660 310,000 6300 PROFESSIONAL SERVICES 423,078 468,255 451,822 452,860 481,300 6330 COMMUNICATIONS 6332 POSTAGE 1,218 1,760 1,429 2,060 2,000 6334 TELEPHONE 264 189 110 400 400 6336 PRINTING/PUBLISHING 1,923 752 1,696 1,000 2,��� 6330 COMMUNICATIONS 3,405 2,700 3,236 3,460 4,400 6350 INSURANCE 6352 LIABILITY 6,243 6,942 5,286 7,090 5,286 6356 AUTO 9 9 9 10 9 6350 INSURANCE 6,252 6,951 5,295 7,100 5,295 6400 RENTALS 6410 SOFT�/VARE-ANNUALFEES 42,105 44,338 36,812 46,590 51,12U 6430 BUILDING RENT (IS FUND) 10,440 13,248 10,450 12,540 9,920 6400 RENTALS 52,545 57,586 47,262 59,130 61,040 6470 DUES/TRAININGlfRAVEL 6472 CONFERENCE/SCHOOUTRAINING 303 299 329 400 600 6475 TRAVEUSUBSISTENCE 553 557 276 600 600 6480 DUES 355 355 355 350 370 52 R5509BUD SHOO5P1V CITYOFSHAKOPEE 91/30/20118:04:20 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report page _ 2 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actua! Aetual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6470 DUES/TRAININGlTRAVEL 1,291 1,211 960 1,350 1,570 6200 SUPPLIES AND SERVICES 488,206 543,042 508,904 526,900 555,605 6500 DEPRECIATION 6600 MISCELLANEOUS 6640 DESIGNATED MISCELLANEOUS 6660 CASH SHORT-OVR/BANK FEES 14 13 4 6640 DESIGNATED MISCELLANEOUS 14 13 4 6600 MISCELLANEOUS 14 13 4 6700 CAPfTAL OUTLAY 6800 DEBT SERVICE 6840 bEBT SERVICE INTEREST 6000 EXPENDITURES 762,861 794,863 761,502 794,600 837,605 15 FINANCE 762,861 794,863 761,502 794,600 837,605 01000 GENERAL FUND 762,861 794,863 761,502 794,600 837,605 53 Finance 2012 Budget 0151 0157 Object # Description Management Lodging Tax Total 6002 Wages FT- Reg. 210,000 210,000 6005 Wages OT- Reg. 1,500 1,500 6015 Wages PT - 6122 PERA 15,740 15,740 6124 FICA 16,620 16,620 6135 Health 27,350 27,350 6139 PEHP 900 900 6140 Life 1,000 1,000 6145 Dental 1,440 1,440 6170 Workers Comp 1,450 1,450 6180 Compensated Absences 6,000 6,000 6185 OPEB " Total Personnel 282,000 - 282,000 6210 Office Supplies 2,000 2,000 6310 Attorney 800 800 6316 Equipment Maintenance 500 500 6320 Lodging Tax 170,000 170,000 6327 Other Prof Services 310,000 310,000 6332 Postage 2,000 2,000 6334 Telephone 400 400 6336 Printing/Publishing 2,000 2,000 6352 Liability Insurance 5,286 5,286 6356 Auto Insurance 9 9 6410 Software 51,120 51,120 6430 Building Rent (!S FUND) 9,920 9,920 6472 Conf / School / Training 600 600 6475 Travel/Subsistence 600 600 6480 Dues 370 370 Total Supplies & Services 385,605 170,000 555,605 6740 Capital Expenditures - Total $ 667,605 $ 170,000 $ 837,605 55 Community Development Department Building Inspector (3) Building Official Secretary Planner II (2) Community Development Director Planner I Secretary 57 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DEPARTMENT: COMMUNITY DEVELOPMENT— DIVISION: PLANNING MISSION STATEMENT: Provide effective and inclusive planning and management for the City's ongoing development in cooperation with the City Council, Economic Development Authority (EDA), Board of Adjustment and Appeals/Planning Commission, Transit Advisory Committee (TAC), Economic Development Advisory Committee (EDAC), Historic Preservation Advisory Commission (HPAC), and, as needed the Park and Recreation Advisory Board (PRAB), and Environmental Advisory Commission (EAC). ACl'IViTIES: Majoractivities include; • Providing land use, zoning, and related information to the City's residents, businesses, other units of government, and other City clients. • Reviewing and processing a wide range of land use applications including; home occupation permits, conditional use permits (CUPs), planned unit developments (PUDs), variances, minor subdivisions, preliminary and �nal plats, and building permits. • Preparing and/or directing the preparation of the City's Comprehensive Plan, as well as other long- range and special planning studies, and environmental review documents (EAW, EIS, AUAR). Serve as City representatives on committees related to environmental reviews of county, state and federal projects such as CSAH 21 and the New Minnesota River Crossing EIS (TH 41) • Working with other City staff, other transit providers, Scott County, the Metropolitan Council to provide and manage transit services for residents of the City of Shakopee and the County. • Serve as staff liaison to the City Council, EDA, Board of Adjustment and Appeals/Planning Commission, EDAC, HPAC, and TAC • Since 2007 Planning staff is also responsible for economic development activities, such as providing staff liaison to the EDAC, management of the Downtown/First Avenue Improvement Loan Program (FILP), and responding to development requests for information and assistance. Actual Actual Budgeted Requested 2009 2010 2011 2012 Expenditures $ 474,592 $ 458,199 $ 495,800 $ 448,481 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $13.68 $12.36 $13.32 $12.00 Number of Case Files 35 53 60 60 Number of Plats 2 2 3 3 Staff 2009 2010 2011 2012 Community Development Director 1 1 1 1 Planner 2 2 2 2 2 Planner 1 1 1 1 1 Planning Secretary 1 1 1 1 58 BUDGET CONSIDERATIONS — 2013 AND BEYOND: • With the supply of residentiai lots approaching a one year supply, it is reasonable to expect that in the very near future development activity will pick up. With increased staff time charge outs for Transit and EDA functions, there will be less planning staff time available to manage these processes. • The amount of time taken in code enforcement (and thus the costs associated with it), and the results achieved through the courts remains an issue that could affect future budgeting. 59 R5509BUD SHOOSPIV CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (7 Yr Bdgt) - Portrait Budget Report page - 12 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10l31 /2011 2011 2012 Actuaf Aetual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 17 COMMUNITY DEVELOPMENT 6000 EXPENDITURES , 6001 WAGES & BENEFITS 6002 WAGES 293,615 288,174 225,290 304,250 263,010 6015 WAGES - PART TIMElfEMP 6,511 4,060 3,382 11,000 5,500 6017 OVERTIME-PARTTIME/TEMP 1$$ 6002 WAGES 300,313 292,234 228,672 315,250 268,510 6100 BENEFITS 6122 PERA 19,878 20,246 16,351 22,860 19,460 6124 FICA 21,293 20,634 16,351 24,120 20,540 6135 HEALTH 28,406 28,321 21,960 41,840 47,300 6139 POST EMPLOYMENT HEALTH PLAN 1,252 1,248 885 1,500 1,500 6140 LIFE/LTD 1,240 923 665 1,610 1,610 6145 DENTAL 1,755 1,750 975 2,400 2,400 6170 WORKERS COMPENSATION 1,983 1,497 1,203 2,230 2,260 6180 COMPENSATED ABSENCES 4,563 9,970 6,000 6,000 6185 OPEB 4,600 6100 BENEFITS 84,969 84,590 58,390 102,560 101,070 6001 WAGES & BENEFITS 385,283 376,823 287,062 417,810 369,580 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 494 5 254 6210 OFFICE SUPPLIES 2,037 1,482 585 3,000 2,000 6222 MOTOR FUELS & LUBRICANTS 182 6201 SUPPLIES & SERViCES 2,713 1,487 839 3,000 2,000 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 9,991 39,228 5,152 20,200 20,000 6312 ENGINEERING CONSULTNTS 5,256 170 10,000 10,000 6316 EQUIPMENT MAINTENANCE 697 260 6318 FILING FEES 184 6327 OTHER PROF SERVICES 1,113 4,000 3,090 8,000 6300 PROFESSIONAL SERVICES 17,241 39,228 9,322 33,550 38,000 6330 COMMUNICATIONS 6332 POSTAGE 1,193 1,095 1,260 1,000 6334 TELEPHONE 928 989 776 850 800 6336 PRINTINGIPUBLISHING 3,773 2,578 2,365 2,500 2,0�0 6330 COMMUNICATIONS 4,701 4,760 4,237 4,610 3,800 6350 INSURANCE 6352 LIABILITY 8,021 3,598 3,244 3,850 3,244 6356 AUTO 242 45 45 50 45 6350 INSURANCE 8,263 3,643 3,289 3,900 3,289 6400 RENTALS 6410 SOFTWARE-ANNUAL FEES 34,714 4,007 6,567 7,880 9,500 6425 EQUIPMENT RENT (IS FUND) 504 6430 BUILDING RENT (IS FUND) 17,400 22,068 17,410 20,890 16,712 6400 RENTALS 52,618 26,075 23,977 28,770 26,212 6470 DUES/TRAINING/TRAVEL 60 R5509BUD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Repo�t Page - 13 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Aetual YTD Final Proposed Object Code / Descrip6on Amount Amount Actual Budget Budget 6472 CONFERENCE/SCHOOL/TRAINING 645 1,845 420 1,200 1,200 . 6475 TRAVEUSUBSISTENCE 33 1,685 1,332 700 1,500 6480 DUES 3,021 2,653 2,099 1,130 2,i00 6490 SUBSCRIPTIONS/PUBLICATIONS 75 1,130 800 6470 DUES/TRAINING/TRAVEL 3,774 6,183 3,851 4,160 5,600 6200 SUPPLIES AND SERVICES 89,309 81,376 45,5'15 77,990 78,907 6500 DEPRECIATION 6600 MISCELLANEOUS 6700 CAPITAL OUTLAY 6800. DEBT SERVICE 6000 EXPENDITURES 474,592 458,199 332,577 495,800 448,481 17 COMMUNITY DEVELOPMENT 474,592 458,199 332,577 495,800 448,481 6� Comm Dev 2012 Budget 0171 0174 0175 0176 0179 Objed # Description Manage. Current PC Long Range Herit. Pres. Develop. Total 6002 Wages FT- Reg. $ 15,790 $ 115,720 $ 10,520 $ 7,890 $ 113,090 $ 263,010 6005 Wages OT - Reg. ' 6015 Wages PT-Temp 5,500 5,500 6122 PERA 1,140 8,790 760 570 8,200 19,460 6124 FICA 1,210 9,270 800 600 8,660 20,540 6135 Health 47,300 47,300 6139 PEHP 1,500 1,500 6140 Life 1,610 1,610 6145 Dental 2,400 2,400 6170 Workers Comp 2,260 2,260 6180 Compensated Absences 6,000 6,000 6185 OPEB " Total Personnel 79,210 139,280 12,080 9,060 129,950 369,580 6210 Office Supplies 2,000 2,000 6310 Attorney 20,000 20,000 6312 Engineering Consultants 1Q000 10,000 6316 Equipment Maintenance - ' 6327 Other Prof Services 8,000 8,000 6332 Postage 1,000 1,000 6334 Telephone 800 800 6336 Printing/Publishing 2,000 2,000 6352 Liability Insurance 3,244 3,z� 6356 Auto Insurence 45 45 6410 Software 9,500 9,500 6430 Building Rent (IS FUND) 16,712 16,712 6472 Conf / School / Training 1,200 1,200 6475 Travel/Subsistence 1,500 1,500 6480 Dues 2,100 2,100 6490 Subscriptions/Publications 800 800 Total Supplies & Services 78,901 - - - - 78,901 6740 Capital Expenditures - Total $ 158,111 $ 139,280 $ 12,080 $ 9,060 $ 129,950 $ 448,481 63 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: FACILITIES MISSION STATEMENT: To provide for the daily and long-term operation and preventative maintenance of government buildings. ACTIVITY: The Facilities Division budget provides for the operation and maintenance of City Hall and the Library. In addition, staffing provided through the Facilities budget also provides for operation and maintenance of the Fire Stations, Police Station, Public Works buildings, Community Center and Youth Building. Operating costs for these buildings as well as staff time are charged to the respective division budgets. Actual Actual Budgeted Requested 2009 2010 2011 2012 Expenditures $ 214,259 $ 190,740 $ 214,610 $ 429,083 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $6.18 $5.14 $5.77 $11.48 Square Feet Maintained 266,651 266,651 266,651 264,308 Staff 2009 2010 2011 2012 Facilities Supervisor 1 1 1 1 Maintenance 2 2 2 2 Custodian 4 3 3 1 OBJECT DESCRIPTION: Description of line items: Personnel: Funding for wages and benefits for the above 4 full-time positions is divided between this budget and the facilities divisions of the various City Departments. The number of custodians has been reduced for 2012 due to the switch to a private custodial company for a majority of our buildings. Supplies Office supplies ($500). Items used in daily care of City Hall and the Library, such as paper products, garbage bags, cleaning products ($6,500). Motor Fuels (6222): Fuel for 3 staff trucks ($2,800). Building Maintenance Supplies (6230): HVAC filters; lighting products; plumbing, electrical, and other repair supplies; miscellaneous building repair ($8,500). 64 Professional Services: Building Maintenance (6315): Ongoing maintenance and operation of buildings including: mechanical service contracts for heating, cooling, and electricah, elevator service agreements; fire alarm and security system monitoring and testing; exterior window cleaning; lock, door, and glass replacement ($20,000j. Other Professional Services (6320): Custodial Service for City Hall ($13,000) and Library ($20,000) Equipment Maintenance: Shop charges for vehicie maintenance ($5,250). Telephone (6334): Desk and Cell Phones for 3 employees ($1,000), Phone Service for the Library ($2,000). Insurance (6350): Property insurance for City Hall ($2,900) and the Library ($4,700). Liability and auto insurance for Facilities Division ($2,620). Utilities (6360): Water, sewer, natural gas, electricity, and storm sewer for City Hall ($30,500) and the Library ($41,200). Conferences/Schools/Training (6472): Registration fees for staff training ($500). Dues (6480): Boilers licenses ($100). 65 R55096UD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 14 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/3112011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 18 FACft1TIES 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 92,309 77,602 62,096 67,490 65,870 6005 OVERTIME-FT 547 443 497 500 6002 WAGES 92,856 78,045 62,593 67,990 65,870 6100 BENEFITS 6122 PERA 6,242 5,470 4,136 4,930 4,780 6124 FICA 6,502 5,357 4,244 5,200 5,040 6135 HEALTH 24,717 19,350 14,454 14,780 16,710 6139 POST EMPLOYMENT HEALTH PLAN 725 573 312 1,800 1,200 6140 LIFE/LTD 506 323 188 810 810 6145 DENTAL 1,016 822 639 2,880 1,920 6160 UNEMPLOYMENT 2,943 6170 WORKERS COMPENSATION 4,613 2,996 1,772 3,240 3,440 6180 COMPENSATED ABSENCES 2,749 2,795 11,200 11,200 6185 OPEB 6,500 6100 BENEFITS 53,570 37,686 28,688 44,840 45,100 6001 WAGES & BENEFITS 146,426 115,730 91,281 112,830 110,970 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 3,278 2,504 3,015 5,600 6,500 6210 OFFICE SUPPLIES 68 221 14 500 500 6212 UNIFORMS/CLOTHING 374 1,000 600 6222 MOTOR FUELS & LUBRICANTS 1,539 1,800 1,898 3,300 2,800 6230 BUILDING MAINT SUPPLIES 3,299 1,827 2,775 3,500 8,500 6240 EQUIPMENT MAINTENANCE 463 240 145 1,500 6201 SUPPLIES & SERVICES 9,022 6,593 7,846 15,400 18,900 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 317 6315 BUILDING MAINT. 10,009 17,881 11,995 20,000 6316 EQUIPMENT MAfNTENANCE 4,311 7,079 1,612 4,200 5,250 6326 CLEANING SERVICES 3,354 44,000 6327 OTHER PROF SERVICES 33,000 6300 PROFESSIONAL SERVICES 14,320 24,961 17,277 24,200 82,250 6330 COMMUNICATIONS 6332 POSTAGE � $ 6334 TELEPHONE 693 685 458 1,000 3,000 6336 PRINTING/PUBLISHING 1 36 14 6330 COMMUNICATIONS 694 735 480 1,000 3,000 6350 INSURANCE 6352 LIABILITY 1,816 1,174 3,246 1,940 3,247 6354 PROPERTY 2,637 2,680 6,441 2,900 6,441 6356 AUTO 561 542 505 680 505 6350 INSURANCE 5,014 A,396 10,192 5,520 10,193 6360 UTILITY SERVICE 6362 ELECTRIC 19,958 20,274 16,141 27,250 52,000 6364 WATER 259 289 224 250 650 66 R55096UD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 15 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 20'10 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6365 GAS 8,116 7,192 3,707 11,850 17,500 6366 SEWER 306 301 157 370 670 6368 STORM 253 232 148 280 880 6360 UTILITY SERVICE 28,892 28,289 20,376 40,000 71,700 6400 RENTALS 6410 SOF7WARE - ANNUAL FEES 3,942 4,730 5,700 6425 EQUIPMENT RENT (IS FUND) 2,280 828 470 830 830 6430 BUILDING RENT (IS FUND) 6,960 8,832 6,960 8,300 124,440 6400 RENTALS 9,240 9,660 11,372 13,860 130,970 6470 DUESlTRAININGlfRAVEL 6472 CONFERENCE/SCHOOLITRAINING �5 soo soo 6475 TRAVEUSUBSISTENCE 592 307 125 1,200 500 6480 DUES 45 70 68 100 100 6470 DUESITRAINING/TRAVEL 652 377 193 1,800 1,100 6200 SUPPLIES AND SERVECES 67,834 75,009 67,736 101,780 398,113 6500 DEPRECIATION 6600 MISCELLANEOUS 6700 CAPITAL OUTLAY 6800 DEBT SERVICE 6000 EXPENDITURES 214,260 190,740 159,018 214,610 429,083 18 PACILITIES 214,260 190,740 159,018 214,610 429,083 s� Facilities 2012 Budget 0181 0182 0183 Object # Description Manage. Library City Hall Total 6002 Wages FT - Reg. $ 32,910 $ 16,000 $ 16,960 $ 65,870 6005 Wages OT - Reg. - 6122 PERA . 2,390 1,160 1,230 4,780 6124 FICA 2,520 1,220 1,300 5,040 6135 Health 16,710 16,710 6139 PEHP 1,200 1,200 6140 Life 810 810 6145 Dental 1,920 1,920 6170 Workers Comp 3,440 3,440 6180 Compensated Absences 11,200 11,200 6185 OPEB - Total Personnel 73,100 18,380 19,490 110,970 6202 Operating Supplies 2,000 4,500 6,500 6210 OfFice Supplies 500 500 6212 Clothing / Uniforms 600 600 6222 Motor Fuels & Lubricants 2,800 2,800 6230 Building Maintenance 5,000 3,500 8,500 6240 Equipment Maintenance - 6315 Building Maintenance - 6316 Equipment Maintenance 5,250 5,250 6326 Cleaning Services 22,000 22,000 44,000 6327 Other Prof Services 20,000 13,000 33,000 6334 Telephone 1,000 2,000 3,000 6352 Liability Insurance 1,414 1,833 3,247 6354 Property Insurance 4,033 2,408 6,441 6356 Auto Insurance 505 505 6362 Electric Service 30,000 22,000 52,000 6364 Water 300 350 650 6365 Gas 10,000 7,500 17,500 6366 Sewer 300 370 670 6368 Storm 600 280 880 6410 Software 5,700 5,700 ' 6425 Equipment Rent (IS FUND) 830 830 6430 Building Rent (IS FUND) 6,640 117,800 124,440 6435 OtherRent - 6472 Conf / School / Training 500 500 6475 Travel/Subsistence 500 500 6480 Dues 100 100 6620 Special Assessments - Total Supplies & Services 26,339 215,866 75,908 318,113 6740 Capital Expenditures - Total $ 99,439 $ 234,246 $ 95,398 $ 429,083 69 Police Department Records(4) Records Supervisor CSO (1) Services Division Captain Evidence Technician Investigations � Commander Sgt Inv. (4) cso (zj Secretary Police Chief/EMS Community Services Officers Commander 3 SR01 MH Sgt. Beat Four Officers Commander 7 Sgt. Beat Three Officers Operations Division Commander 7 Captain Sgt. Beat Two Officers Commander 7 Sgt. Beat One Officers Commander 8 Sgt. (2) 71 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: POLICE MISSION STATEMENT: It is the mission of the Shakopee Police Department to provide services with integrity and professionalism, to protect citizens through enforcement of the law and to work in partnership with our community to enhance the quality of life in the City of Shakopee. ACTIVITY: The primary services of the Police Department are heavily focused in safety. This includes the prevention of crime and hazards through education and citizen involvement; the timely response to life threatening, hazardous, suspicious, or in progress criminal activity; followed by the investigation of these events to prevent their reoccurrence, seek prosecution and reassure the community of its safety. Community-oriented policing is the philosophical basis of all department activities. Officer training, scheduling, and assignments are meant to reflect the importance of transforming the police role from one of reactive law enforcement to that of problem solving, working in partnership with our community to meet or exceed their expectations. As part of the department's efforts to provide services reflective ofi community need, the City Council passed a resolution to establish a Police Services Master Planning Task Force. The task force was designed to provide the community's voice in an evaluation process of current and future police needs, trends and issues. The goal of the task force was to examine police service levels and priorities and produce an affordable strategic plan for a period of approximately five years. The Police Services Master Planning Task Force developed a list of priorities and developed goals to serve as a Master Service Plan. It is noteworthy that the task force's priorities were similar to the priorities of the community at large, as measured in the police department's Citizen's Survey of 2005. Listed below are the goals of the Police Services Master Planning Task Force. GOALS: 1. Maintain the high level of emergency response and law enforcement 2. Maintain a high level of pro-active crime prevention 3. Recruit, retain and support a skilled workforce 4. Employ efficient and effective operations to meet service expectations and foster strong community support MEASUREMENT OF GOALS: Part I and Part ll Crime clearance rate compared to metro average 2008 2009 2010 Crimes Reported 2,783 2,820 2,734 Crimes Cleared 1,391 1,479 1,529 Percent of Crimes Cleared 50 52 56 Metro Average Percent of Crimes Cleared 46 46 Pending 72 2010 2011 2012 Sworn Officers (budgeted) 47 47 47 Population 37,076 37,223 37,370 Officers per 1000 Residents 1.27 1.26 1.25 Staff 2010 2011 2012 Police Chief 1 1 1 Captain 2 2 2 Secreta ry 1 1 1 Sergeant 8 � � betective 4 4 4 School Resource 3 3 3 Multi-housing/Crime prevention 1 1 1 PatrolOfficer 29 29 29 Records Supervisor 1 1 1 Records Technician 4 4 4 CSO 3 3 2 Evidence Technician (Part-time) 0 0 1 OBJECT DESCRIPTION: Description of lines items: Staff: Current staff vacancies include one sworn police officer position and one vacant CSO position. VUe are requesting the ability to hire and staff the sworn vacancy as well as hire a part-time evidence technician instead of a full-time CSO. The 2012 budget also includes funds dedicated for promotional costs. Supplies: Department Ammunition $17,000 Professional Services: Animal Control $29,500 City's Portion of the Scott County Computer Programmer Analyst Cooperative Agreement $19,600, Pawn system $12,000 Attorney: SJPA prosecutions $444,000 Rentals: Building Rent $179,580, Vehicle Rent $117,980, IT Rent $139,400 Duer. Tri-City Tactical Team $10,000, Joint Training Facility $36,000 Capital: Upgrade warning sirens by 2013, $80,000 (2012) 73 R5509BUD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 18 Fiscal Period: 10 / 11 Level Of Rotlup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Descripfion Amount Amount Actual Budget Budget 31 POLICE DEPARTMENT 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 3,545,441 3,528,987 2,977,116 3,797,480 3,902,426 6005 OVERTIME-FT 227,853 189,629 135,925 174,200 190,000 6010 PREMIUM PAY 2,542 3,164 3,036 1,000 2,000 6015 WAGES - PART TIMElfEMP 11,442 11,629 131 6002 WAGES 3,787,278 3,733,409 3,116,208 3,972,680 4,094,426 6100 BENEFITS 6122 PERA 497,028 490,256 417,164 541,610 559,444 6124 FICA 72,272 71,849 59,114 84,030 85,597 6135 HEALTH 382,532 423,870 369,128 494,940 559,350 6139 POST EMPLOYMENT HEALTH PLAN 16,264 15,931 12,274 16,800 16,800 6140 LIFE/LTD 15,239 11,422 8,994 18,260 18,260 6145 DENTAL 22,704 22,765 17,920 26,880 26,880 6170 WORKERS COMPENSATION 131,141 88,612 78,216 149,810 152,280 6180 COMPENSATED ABSENCES 70,168 44,612 78,000 78,000 6185 OPEB 48,700 6100 BENEFITS 1,256,049 1,169,316 962,811 1,A10,330 1,496,611 6001 WAGES & BENEFITS 5,043,327 4,902,725 4,079,019 5,383,010 5,591,037 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 32,345 46,297 29,045 32,500 28,500 6210 OFFICE SUPPLIES 13,008 8,997 2,601 14,000 11,000 6212 UNIFORMS/CLOTHING 4,932 14,503 16,980 6,000 8,000 6213 FOOD 791 863 539 6222 MOTOR FUELS & LUBRICANTS 76,234 89,190 98,263 129,500 135,000 6230 BUILDING MAINT SUPPLIES 4,557 6,799 5,320 6,200 6,200 6240 EQUIPMENT MAINTENANCE 5,493 4,533 4,260 10,500 6,000 6201 SUPPLIES & SERVICES 137,359 171,181 157,009 198,700 194,700 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 5,538 445,645 341,603 453,000 454,000 6315 BUILDING MAINT. 22,192 22,631 '13,'101 25,000 22,000 6316 EQUIPMENT MAINTENANCE 114,980 112,912 91,586 126,600 133,000 6327 OTHER PROF SERVICES 67,630 86,782 72,181 82,300 86,000 6300 PROFESSIONAL SERVICES 210,340 667,970 518,471 686,900 695,000 6330 COMMUNICATIONS 6332 POSTAGE 3,123 2,925 1,894 3,950 3,700 6334 TELEPHONE 24,485 21,237 19,474 24,720 24,000 6336 PRINTING/PUBLISHING 7,388 9,127 10,077 7,500 9,500 6339 COMPUTER ACCESS 720 6330 COMMUNICATIONS 35,716 33,289 31,446 36,170 37,200 6350 INSURANCE 6352 LIABILITY 46,039 52,687 44,706 54,000 44,706 6354 PROPERTY 9,013 9,155 8,769 9,580 8,769 6356 AUTO 7,034 6,605 6,378 8,230 5,635 63501NSURANCE 62,086 68,447 59,853 71,810 59,110 6360 UTILiTY SERVECE 74 R55096UD SHOOSPIV CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report page - 19 Fiscal Period: 10 / 11 Levei Of Rollup 7 2009 2010 10/31/2011 2011 2012 Aetuai Actual YTD Finai Proposed Object Code / Description Amount Amount Actual Budget Budget 6362 ELECTRIC 37,969 44,628 30,935 41,680 39,500 6364 WATER 2,156 1,208 1,568 1,750 2,500 6365 GAS 15,408 17,836 7,110 20,570 15,000 6366 SEWER 292 304 228 830 350 6368 STORM 2,442 2,247 1,434 2,670 2,500 6360 UTILIN SERVICE 58,267 62,222 41,276 67,500 59,850 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 624 3,470 92,705 121,320 139,400 6420 EQUIPMENT RENT 10,909 7,692 3,636 16,030 8,000 6425 EQUIPMENT RENT (IS FUND) 141,864 114,636 109,530 114,850 114,850 6430 BUILDING RENT (IS FUND) 161,532 190,740 149,650 179,580 143,200 6435 OTHER �32 6400 RENTALS 314,929 316,669 355,521 431,780 405,450 6470 DUES/TRAINING/TRAVEL 6472 CONFERENCE/SCHOOUTRAINING 28,426 26,921 13,148 32,000 30,000 6475 TRAVEL/SUBSISTENCE 6,071 3,272 3,137 8,000 8,000 6480 DUES 53,447 48,802 47,832 52,800 51,000 6490 SUBSCRIPTIONS/PUBLICATIONS 141 728 143 600 640 6470 DUESffRA1NING/TRAVEL 88,086 79,724 64,260 93,400 89,640 6200 SUPPLIES AND SERVICES 906,753 1,399,502 1,227,835 1,586,260 1,540,950 6500 DEPRECIATION 6501 DEPRECIATION EXPENSE 6600 MISCELLANEOUS 6640 DESIGNATED MISCELLANEOUS 6680 CONTINGENCY 6700 CAPITAL OUTLAY 6740 EQUIPMENT 2,668 22,183 80,000 6700 CAPITAL OUTLAY 2,668 22,183 80,000 6800 DEBT SERVICE 6802 DEBT SERVICE PRINCIPAL 6840 DEBT SERVICE INTEREST 6000 EXPENDITURES 5,952,778 6,324,409 5,306,854 6,969,270 7,211,987 31 POLICE DEPARTMENT 5,952,778 6,324,409 5,306,854 6,969,270 7,211,987 75 Police 2012 Budget 0311 0312 0313 0314 0315 0316 Object# Description Manage. Patrol Invest. Records Court Schools 6002 Wages FT- Reg. $ 1,163,021 $ 2,002,890 $ 245,910 $ 243,725 $ 1,200 $ 105,390 6005 Wages OT- Reg. 115,000 11,800 12,000 6010 Premium Pay 2,000 6122 PERA 164,764 305,260 37,110 17,670 1,900 15,180 6124 FICA 19,257 30,740 3,740 18,640 190 1,530 6135 Health 550,250 6139 PEHP 16,800 6140 Life 18,260 6145 Denta( 26,880 6170 Workers Comp 152,280 6180 Compensated Absences 78,000 6185 OPEB Total Personnel 2,189,512 2,455,890 298,560 280,035 15,290 122,100 6202 Operating Supplies 21,000 1,500 3,500 6210 Office Supplies 500 500 500 9,500 6212 Uniforms/clothing 8,000 6213 Food 6222 Motor Fuels & Lubricants 4,000 117,500 13,500 6230 Building Maintenance 6240 Equipment Maintenance 6310 Attorney 10,000 444,000 6315 Building Maintenance 6316 Equipment Maintenance 35,000 86,400 11,600 6327 Other Prof Services 36,500 8,000 6332 Postage 3,400 300 6334 Telephone 24,000 6336 Printing/Publishing 9,500 6352 Liability Insurance 44,706 6354 Property Insurance 6356 Auto Insurance 380 4,587 668 6362 Electric Service 6364 Water 6365 Gas 6366 Sewer 6368 Storm 6410 Software 7,000 101,200 18,200 13,000 6420 Equipment Rent 8,000 6425 Equipment Rent (IS FUND) 114,850 6430 Building Rent (IS FUND) 6472 Conf / School / Training 5,000 19,000 5,000 1,000 6475 Travel/Subsistence 4,000 2,000 2,000 6480 Dues 51,000 6490 ' Subscriptions/Publications 640 Total Supplies & Services 243,626 927,037 52,968 27,300 - - 6740 Capital Expenditures Total $ 2,433,138 $ 3,382,927 $ 351,528 $ 307,335 $ 15,290 $ 122,100 76 Police 2012 Budget 0317 0318 0319 351 361 0364 Object# Description Services Facilities Code Enforc. EMS Animal Pawn Shops Total 6002 Wages FT - Reg. $ 900 $ 34,000 $ 105,390 $ 3,902,426 6005 Wages OT - Reg. 50,000 500 700 190,000 6010 Premium Pay 2,000 6122 PERA 7,330 2,540 7,690 - - - 559,444 6124 FICA 740 2,640 8,120 - - - 85,597 6135 Health 9,100 559,350 6139 PEHP 16,800 6140 Life 18,26� 6145 Dental 26,880 6170 Workers Comp 152,280 6180 Compensated Absences 78,Q00 6185 OPEB - Total Personnel 58,970 48,780 121,900 - - - 5,591,037 6202 Operating Supplies 2,500 28,500 6210 Office Supplies 11,000 6212 Uniformsjclothing 8,000 6213 Food - 6222 Motor Fuels & Lubricants 135,000 6230 Buiiding Maintenance 6,200 6,20� 6240 Equipment Maintenance 6,000 6,000 6310 Attorney 454,000 6315 Building Maintenance 22,006 22,000 6316 Equipment Maintenance 133,000 6327 Other Prof Services 29,500 12,000 86,000 6332 Postage 3,700 6334 Telephone 24,000 6336 Printing/Publishing 9,500 6352 Liability Insurance 44,706 6354 Property Insurance 3,394 5,375 $,769 6356 Autolnsurance 5,635 6362 Electric Service 38,000 1,500 39,500 6364 Water 2,500 2,500 6365 Gas 15,000 15,000 6366 Sewer 350 350 6368 Storm 2,500 2,500 6410 Softwa re 139,400 6420 Equipment Rent $��� 6425 Equipment Rent (IS FUND) 114,850 6430 Building Rent (IS FUND) 143,200 143,200 6472 ConffSchool/Training � 30,Ofl0 6475 Travel/Subsistence 8,000 6480 Dues 51,000 6490 Subscriptions/Publications 640 Total Supplies & Services - 241,644 - 6,875 29,500 12,000 1,540,950 6740 Capital Expenditures 80,000 80,000 Total $ 58,970 $ 290,424 $ 121,900 $ 86,875 $ 29,500 $ 12,000 $ 7,211,987 77 Fire Department Lieutenant firefighter Station 1 Captain Lieutenant Firefighter Deputy Chief Training Lieutenant Firefighter Off. Svs. Station 2 Worker Captain Lieutenant Firefighter Chief Assistant Chief of Operations Station 1 Station 2 Fire lnspector/ Engineer Engineer Marshal Station 1 tation 2 Deputh Chief SCBA SCBA Engineering Coord. Coord. Liaison to Public Works Liaison to Facilities , 79 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: FIRE MiSSION STATEMENT: To provide cost effective, efficient, and state of the art Fire and Rescue protection for the citizens and businesses within the Shakopee fire district. ACTIVITY: Activity includes fire suppression, fire prevention/education, inspection, training, fire fighting hazardous material response and water and high-level rescue. Maintenance of station and equipment on a 24-hour basis in order to insure the safety and protection of the City of Shakopee and Jackson and Louisville Townships. GOALS: 1. Keep department expenditures equivalent with increase in population in the fire protection district. 2. Provide quality community service in an effective and efficient manner. 3. To provide for the placement of a first-due engine company within a 1.5-mile radius of any built upon area of the city. MEASUREMENT OF GOALS: Actual Actuai Budgeted Requested 2009 2010 2011 2012 Expenditures $ 1,8Q9,932 $ 1,866,038 $ 1,945,360 $ 1,816,277 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $52.17 $50.33 $52.26 $48.60 Number of Calls 573 557 650 650 Cost per Call $ 3,159 $ 3,350 $ 2,993 $ 2,818 Milesto FurthestCity Dwelling 6 6 6 6 Staff 2009 2010 2011 2012 Fire Chief 1 1 1 1 Fire Inspector/Marshal 1 1 1 1 Office Service Worker 1 1 1 1 Paid on Call Firefighters 53 46 46 46 80 OBJECT DESCRIPTION: Description of lines items: Wages & Benefits: 1 Full Time Fire Chief, 1 Full Time Office Service Worker, and 1 Full time Fire Inspector/Marshal, 46 Paid on call Fire Fighters, which include part time positions of 1 Assistant Chief/Operations, 1 Deputy Chief/Training, 1 Deputy Chief/Engineering, 2 Station Captains, 4 Lieutenants, 2 Engineers, 2 SCBA Coordinators Operating Supplies: Firefighting turn out gear replacement $2,300 per set Firefighting boot replacement $350 per set Pager replacement $550 per pager Computers (MDT) in vehicles $3,600 per vehicte Firefighting foam $100 per 5 gallons Rescue/Firefighting equip replacement $40,000 Thermal imager camera $10,000 SCBA pack updates and replacement $40,000 Medical supplies $10,000 Public education $5,000 CERT program $2,000 8uilding Maintenance: $21,500 Building maintenance for two stations Equipment Maintenance: $75,000 Maintenance on 20 vehicles and trailers Radios/Pagers repairs Fire Pump flow testing and ladder testing Professional Services: $20,000 OSHA mandated physical screenings Hiring evaluations Equipment/Building Rent: Software: $15,200 Equipment Rent: $359,730 Building Rent: $133,550 Training/TraveL• $37,000 Fire fighter t& 11 classes for new fire fighters Continuation of Education/Training at sectional schools and conferences First responder and EMT Education and refresher courses Dues: Joint training facility $38,000 CapitaL• None 81 R55096UD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 20 Fiscal Period: 10 ! 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actuai Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budgef 32 FIRE 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 180,943 168,608 168,798 194,390 253,890 6005 OVERTIME-FT 90 187 121 500 500 6015 WAGES - PART TIME/TEMP 222,132 244,366 202,598 230,000 300,000 6002 WAGES 403,165 413,161 371,517 424,890 554,390 6100 BENEFITS 6122 PERA 17,200 18,130 17,554 2'1,770 26,440 6124 FICA 9,663 9,798 10,287 11,330 15,620 6128 FIRE PENSION 240,169 339,752 351,980 152,680 6135 HEALTH 21,382 31,612 29,775 38,530 43,560 6139 POST EMPLOYMENT HEALTH PLAN 778 777 700 900 900 6140 LIFE/LTD 725 558 518 940 940 6145 DENTAL 1,091 1,111 1,034 1,440 1,440 6160 UNEMPLOYMENT 216 6170 WORKERS COMPENSATION 26,138 25,454 9,474 24,550 24,550 6180 COMPENSATED ABSENCES 1,641 3,344 6,000 6,000 6185 OPEB 2,800 6100 BENEFITS 321,588 430,536 69,559 457,440 272,130 6001 WAGES & BENEFITS 724,753 843,697 441,076 882,330 826,520 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 140,620 171,559 117,632 154,500 158,500 6210 OFFICE SUPPLIES 3,718 4,334 1,280 5,000 5,000 6212 UNIFORMS/CLOTHING 7,848 3,817 7,721 4,000 10,000 6213 FOOD 2,553 2,650 521 2,000 2,000 6222 MOTOR FUELS & LUBRICANTS 17,458 21,579 25,694 21,000 30,000 6230 BUILDING MAINT SUPPLIES 1,751 2,863 1,383 8,500 5,000 6240 EQUiPMENT MAtNTENANCE 9,605 7,802 13,137 91,270 90,150 6201 SUPPLIES & SERVICES 183,554 214,605 167,368 206,270 220,650 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 2,173 1,225 1,241 6394 COMPUTER SERVICES 501 1,600 6315 BUILDING MAINT. 13,798 17,639 8,905 15,000 16,500 6316 EQUIPMENT MAINTENANCE 64,218 63,498 49,807 57,200 65,000 6327 OTHER PROF SERVICES 25,119 13,645 12,500 22,500 22,500 6300 PROFE$SIONAL SERVICES 105,810 96,007 72,453 96,30� 104,000 6330 COMMUNICATIONS 6332 POSTAGE 195 5,158 3,363 3,500 6,000 6334 TELEPHONE 6,240 7,411 6,231 6,200 7,200 6336 PRINTING/PUBLISHING 6,775 1,474 1,384 6,500 3,500 6338 ADVERTISING 126 6339 COMPUTER ACCESS 1,812 1,799 3,863 8,000 6,000 6330 COMMUNICATIONS 15,248 15,842 14,840 24,20� 22,700 6350 INSURANCE 6352 LIABILITY 15,513 15,809 12,622 17,000 12,622 6354 PROPERTY 4,728 4,795 5,089 5,320 5,089 6356 AUTO 21,686 20,781 20,436 28,000 17,936 82 R5509BUD SHOOSPIV CITYOFSHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 21 Fiscal Period: 10 / 11 Level OF Roliup 7 2009 2010 10/31/2011 2011 2012 Aotual Actuai YTD Finai Proposed Object Code / Description Amount Amount Actual Budget Budget 6350 INSURANCE 41,927 41,385 38,147 50,320 35,647 6360 UTILITY SERVICE 6362 ELECTRIC 21,499 24,754 18,495 30,000 25,000 6364 WATER 1,487 1,468 969 1,310 1,800 6365 GAS 16,424 16,446 9,184 27,270 18,000 6366 SEWER 411 372 323 440 440 6367 REFUSE 240 6368 STORM 684 629 402 750 750 6360 UTILITY SERVICE 4Q,745 43,669 29,373 59,770 45,990 6400 RENTALS 6410 SOFTWARE-ANNUAL FEES 2,021 'I67 �a ,643 �a,�so �5,200 6420 EQUIPMENT RENT 250 6425 EQUIPMENT RENT (IS FUND) 489,516 394,884 407,110 394,890 359,730 6430 BUILDING RENT (IS FUND) 119,472 142,668 111,290 133,550 106,840 6400 RENTALS 611,009 537,719 533,293 545,170 481,770 6470 DUES/TRAINING/TRAVEL 6472 CONFERENCE/SCHOOL/TRAlNING 16,102 21,235 21,097 20,000 20,000 6475 TRAVEUSUBSISTENCE 15,724 16,024 14,283 17,000 17,000 6480 DUES 38,432 34,646 34,939 42,000 40,000 6490 SUBSCRIPTIONS/PUBLICATIONS 262 1,209 1,216 2,000 2,000 6470 DUES/TRAININGlTRAVEL 70,520 73,113 71,536 81,000 79,000 6200 SUPPLIES AND SERVICES 1,068,813 1,022,341 927,009 1,063,030 989,757 6500 DEPRECIATION 6600 MISCELLANEOUS 6620 PROPERTY TAX/SPECIAL ASSESS 2,571 6600 MISCELLANEOUS 2,571 6700 CAPITAL OUTLAY 6740 EQUIPMENT 13,798 6700 CAPITAL OUTLAY 13,798 6800 DEBT SERVICE 6000 EXPENDITURES 9,809,935 1,866,038 1,368,085 1,945,360 1,816,277 32 FIRE 1,809,935 1,866,038 1,368,085 1,945,360 1,816,277 83 Fire 2012 Budget 0321 0322 0323 Object # Description Management Fire Inspector Facilities Total 6002 Wages FT- Reg. $ 187,190 $ 54,700 $ 12,000 $ 253,890 6005 Wages OT- Reg. 500 500 6015 WagesPT-Temp 300,000 300,000 6122 PERA 21,600 3,970 870 26,440 6124 FICA 1Q520 4,180 920 15,620 6128 Fire Pension 152,680 152,680 6135 Health 40,060 3,500 43,560 6139 PEHP 900 900 6140 Life/LTD 940 940 6145 Dental 1,440 1,440 6170 Workers Comp 24,550 24,550 6180 Compensated Absences 6,000 6,000 6185 OPEB - Total Personnel 746,380 5z,85o i�,z90 sze,szo 6202 Operating Supplies 157,000 1,500 158,500 6210 Office Supplies 5,000 5,000 6212 Uniforms/Clothing 10,000 1Q000 6213 Food 2,000 2,000 6222 Motor Fuels & Lubricants 30,000 30,000 6230 Buildirtg Maintenance 5,000 5,000 6240 Equipment Maintenance 10,000 150 10,150 6314 Computer Services - 6315 Building Maintenance 16,500 16,500 6316 Equipment Maintenance 65,000 65,000 6326 Cleaning Services - 6327 Other Prof Services 22,500 22,500 6332 Postage 6,000 6,000 6334 Telephone 7,200 7,200 6336 Printing/Pub(ishing 3,500 3,500 6339 ComputerAccess 6,000 6,000 6352 Liabitlity Insurance 12,622 12,622 6354 Property Insurance 5,089 5,089 6356 Vehicle Insurance 17,936 17,936 6362 Electric Service 25,000 25,000 6364 Water 1,800 1,800 6365 Gas 18,000 18,000 6366 Sewer 440 440 6368 Storm 750 750 6410 Software 15,200 15,200 6425 Equipment Rent (IS Fund) 354,730 359,730 6430 Building Rent (IS FUND) 106,840 106,840 6472 Conf / School / Training 20,000 20,000 6475 Travel/Subsistence 17,000 17,000 6480 Dues 40,000 40,000 6490 Subscriptions/Publications 2,000 2,000 6620 Special Assessment - Totai Supplies & Services 813,777 - 175,980 989,757 6740 Capital Expenditures - Tota( $ 1,560,157 $ 62,850 $ 193,270 $ 1,816,277 85 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DEPARTMENT: COMMUNITY DEVELOPMENT— DIVISION: BUILDING/INSPECTIONS MISSION STATEMENT: Provide timely and effective review of building permit and other building related applications and inspections to the City's constituents. ACTIVITIES: Major activities include: ■ Maintain a reasonable and timely schedule for review of individual building-related permits. ■ Provide efficient and cost-effective permit and inspections services. Actual Actual Budgeted Requested 2009 2010 2011 2012 Expenditures $ 769,883 $ 784,909 $ 801,100 $ 718,967 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $22.19 $21.17 $21.52 $19.24 Number of Inspections 9,726 8,900 9,167 9,570 Number of Permits 1,102 3,069 3,161 3,300 Average Inspection/Employee 2,432 2,225 2,292 2,393 Staff 2009 2010 2011 2012 Building Official 1 1 1 1 Building Inspectors 3 3 3 3 Building Secretary 1 1 1 1 BUDGET CONSIDERATIONS — 2013 AND BEYOND: ■ While the number of new construction permits has declined the last few years, the numbers of other permits (such as roofing, decks and additions) have increased. These do not generate the same revenues as new construction (either permit or plan review), resulting in a shortfall of revenues against expenditures. The level of permit fees will be under review and recommendations likely forthcoming that address this discrepancy. ■ Over the course of several years, the City Council has discussed rental housing licensing and inspections. Should the City at some point decide to implement a program, it will change the amount of staff time available for typical building permit activities. It would also need to be designed so that fees generated would offset the additional costs of the proposed program. s7 R5509BUD SHOOSP1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 22 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 33 INS PECTION-BLDG-PLMBG-HTG 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 463,837 462,153 347,299 456,400 413,620 6015 WAGES - PART TIMEffEMP 1,994 286 189 6002 WAGES 465,831 462,439 347,488 456,400 413,620 6100 BENEFITS 6122 PERA 31,428 32,404 25,190 36,960 30,040 6124 FICA 33,461 33,130 24,669 31,560 31,600 6135 HEALTH 64,374 69,310 56,426 54,260 61,320 6139 POST EMPLOYMENT HEALTH PLAN 2,136 2,119 1,476 1,500 1,500 6140 LIFE/LTD 2,022 1,505 1,076 2,040 2,040 6145 DENTAL 2,972 3,033 2,181 2,400 2,400 6170 WORKERS COMPENSATION 5,857 3,979 2,056 7,420 7,440 6180 COMPENSATED ABSENCES 7,020 6,972 8,000 8,000 6185 OPEB 4,600 6100 BENEFITS 153,870 152,452 113,074 144,140 144,340 6001 WAGES & BENEFITS 619,701 614,892 460,562 600,540 557,960 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 1,076 218 2,010 1,650 2,500 6210 OFFICE SUPPLIES 1,809 1,114 212 7,000 2,500 6212 UNIFORMS/CLOTHING 260 6222 MOTOR FUELS & LUBRICANTS 4,818 5,640 5,631 7,390 8,300 6240 EQUIPMENT MAINTENANCE 242 384 316 4,800 400 6201 SUPPLIES & SERVICES 8,205 7,355 8,170 20,840 13,700 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 124 662 469 3,200 500 6316 EQUIPMENT MAINTENANCE 7,793 10,357 4,927 6,000 4,000 6327 OTHER PROF SERVICES 55,748 75,435 48,284 85,000 75,000 6300 PROFESSIONAL SERVICES 63,664 86,454 53,681 94,200 79,500 633� COMMUNICATIONS 6332 POSTAGE 75 53 200 350 6334 TELEPHONE 2,233 2,040 1,337 2,740 1,100 6336 PRINTING/PUBLISHING 2,546 1,650 1,633 1,550 2,900 6330 COMMUNICATIONS 4,778 3,765 3,023 4,450 4,350 6350 INSURANCE 6352 LIABILITY 5,371 5,902 5,168 6,900 5,168 6356 AUTO 760 806 403 1,550 403 6350 INSURANCE 6,131 6,708 5,571 8,450 5,571 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 34,139 33,992 29,366 37,750 30,000 6420 EQUfPMENT RENT �.22� 6425 EQUIPMENT RENT (IS FUND) 6,516 3,840 1,290 3,850 3,850 6430 BUILDING RENT (IS FUND) 20,892 22,068 17,410 20,890 16,536 6400 RENTALS 61,547 59,900 49,286 62,490 50,386 6470 DUESITRAINING/TRAVEL 88 R5509BUD SHOOSPIV CITY OF SHAKOPEE 11/29/20111223:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report page - 23 Fiscal Period: 10 / 11 Level Of Rollup 7 20a9 2010 10l31/2011 2Qt1 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actuai Budget Budget 6472 CONFERENCE/SCHOOUTRAINING 1,554 1,948 110 2,400 2,200 6475 TRAVEUSUBSISTENCE 607 315 303 2,000 500 6480 DUES 520 100 550 1,750 1,000 6490 SUBSCRIPTIONS/PUBLICATIONS 176 354 78 1,550 800 6470 DUES/TRAINING/TRAVEL 2,857 2,717 1,041 7,700 4,500 6200 SUPPLIES AND SERVICES 147,183 166,899 120,771 198,130 158,007 6500 DEPRECIATION 6600 MISCELLANEOUS 6650 CREDIT CARD FEES 2,958 3,094 3,447 2,430 3,000 6660 CASH SHORT-OVR/BANK FEES 40 24 24 . 6600 MISCELLANEOUS 2,998 3,118 3,471 2,430 3,000 6800 DEBT SERVICE 6000 EXPENDITURES 769,881 784,909 584,804 801,100 718,967 33INSPECTION-BLDG-PLMBG-HTG 769,881 784,909 584,804 801,100 718,967 89 Inspection 2012 8udget 0331 0332 0333 0334 0340 Object # Description Manage. Plan Review Bidg. Insp. Plumb/ Heat Fence Insp Total 6002 Wages FT- Reg. $ 49,630 $ 107,540 $ 210,950 $ 41,360 $ 4,140 $ 413,620 6005 Wages OT - Reg. ' 6122 PERA 3,650 7,800 15,290 3,000 300 30,040.0 6124 FICA 3,750 8,230 16,140 3,160 320 31,600.0 6135 Health 61,320 61,320.0 6139 PEHP 1,500 1,500.0 6140 Life 2,040 2,040.0 6145 Dental 2,400 2,400.0 6170 Workers Comp 7,440 7,440A 6180 Compensated Absences 8,000 8,000.0 6185 OPEB " Total Personnel 139,730 123,570 242,380 47,520 4,760 557,960 6202 Operating Supplies 2,500 2,500 6210 Office Supplies 2,500 2,500 6222 Motor Fuels & Lubricants 8,300 8,300 6240 Equipment Maintenance 400 400 6310 Attorney 500 500 6316 Equipment Maintenance 4,000 4,000 6327 Other Prof Services 75,000 75,000 6332 Postage 350 350 6334 Telephone 1,100 1,100 6336 Printing/Publishing 2,900 2,900 6352 Liability Insurance 5,168 5,168 6356 Auto Insurance 403 403 6410 Software 30,000 30,000 6425 Equipment Rent (IS FUND) 4,900 3,850 6430 Building Rent (IS FUND) 16,536 16,536 6472 Conf/Schooi/Training 2,200 2,200 6475 Travel/Subsistence 500 5 � 6480 Dues 1,000 1,000 6490 Subscriptions/Publications 800 800 6650 Credit Card Fees 3,000 3,000 Total Supplies & Services 162,057 - - - - 161,007 6740 Capital Expenditures ' Total $ 301,787 $ 123,570 $ 242,380 $ 47,520 $ 4,760 $ 718,967 91 Public Works Department Project Engineer GIS Specialist Assistant City Engineer Engineering Tech �2) Public Works Director Secretary Secreta ry Park Supervisor Maintenance Operator (7) Public Works Street/Utility Maintenance Superintendent Supervisor Operator (10) Mechanic (3) Engineering Tech IV 93 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: ENGINEERING MISSION STATEMENT: Provide prompt, efficient, and accurate information and engineering services to citizens, elected and appointed officials, developers, contractors, agencies, and other staff members. ACTIVITY: Conduct field investigations, collect engineering data and specify the criteria for the investigations; furnish designs, drawings, specifications and criteria for such designs; secure bids, assist in the award of contracts, oversee and inspect construction to assure compliance with the drawings and " specifications; testing and approving all sanitary sewer, storm sewer and roadway construction projects; prepare all reports and studies required to preserve Municipal State Aid Funding received by the City; review all public facilities proposed in the City, Wetland Conservation Act administration, review of building permits, Right of Way Management & Permitting, provide engineering assistance to other Departments, review technical engineering material and provide for City Council, City staff, City Commissions and Committees. GOALS: 1. Efficiently, but accurately, provide the services necessary to insure public improvements are designed and installed per City standards. 2. Keep public improvement project costs to within 20% of the cost estimated in the feasibility report. MEASUREMENT OF GOALS: Compare revenues created in Engineering Division: Actual Actual Budgeted Requested 2009 2010 2011 2012 Expenditures $ 551,153 $ 551,691 $ 661,630 $ 661,179 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $15.89 $14.88 $17.77 $17.69 Revenue* N/A $ 370,500 $ 322,500 $ 322,500 Number of Projects 3 5 4 5 Value of Projects $1,668,916 $ 3,605,000 $ 5,440,000 $ 3,120,000 Average Project Cost/ Feasibility Est. $ 556,305 $ 721,000 $ 1,360,000 $ 624,000 *Includes Engineering Fees— Private Developments, Grading Permits, Public Improvements, and Right-of-way Permits 94 Staff 2009 2010 2011 2012 Public Works Director 1 1 1 1 Assistant City Engineer 1 1 1 1 Project Engineer 1 1 1 1 Graduate Engineer 1 1 - - Technician IV 1 1 1 1 Technician III 1 1 1 1 GIS Technician 1 1 1 1 Secretary 1 1 1 1 OBJECT DESCRIPTION: Description of lines items: Operating Supplies: General operating supplies and small tools/equipment $5,000. Office supplies for drawings, ink pens for plotter and various engineering office supplies $6,500. Equipment Maintenance: Plotter repair and survey instruments maintenance, vehicle maintenance $8,500. . Motor Fuels & Lubricants: $6,000 Professional Services: Attorney $5,000, transportation studies $12,000, GIS and pavement management software support and training $1,000, miscellaneous services $4,000. Commu nications: Telephone, cellular phones and office phones for Engineering staff $5,500. Rentais: Software Computer software upgrades and licenses for AutoCad $3,000, GIS software $3,000, IT charges $19,000 Building rent $8,300 Equipment rental of vehicles $3,580. D u es/Tra i n i n g/Trave L• Co nfere n ces/School/Tra i n i ng: Inspection certification and AutoCad/computer training and supervisor training $6,500, Dues $1,000, - mileage reimbursement $2,500. Expenses Charged Back: $6,130. 95 R55098UD SHOO5P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 24 Fiscai Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 41 ENGWEERING 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 362,405 360,004 287,445 360,540 360,170 6005 OVERTIME-FT 3,374 6,120 12,306 15,000 15,000 6015 WAGES - PART TIMEffEMP 3,224 3,952 4,437 6,400 6,060 6017 OVERTIME-PARTTIMElfEMP �26 6002 WAGES 369,003 370,076 304,314 381,940 381,230 6100 BENEFITS 6122 PERA 24,349 25,663 21,732 27,690 27,650 6124 FICA 26,066 25,864 21,458 29,230 29,170 6135 HEALTH 52,758 _ 53,866 43,291 82,330 93,100 6139 POST EMPLOYMENT HEALTH PLAN 1,602 1,595 1,188 2,100 2,100 6140 LIFE/LTD 1,592 1,778 890 1,850 9,850 6145 DENTAL. 2,208 2,216 1,668 3,360 3,360 6170 WORKERS COMPENSATION 2,140 1,524 1,261 2,400 2,430 6180 COMPENSATED ABSENCES 6,555 15,360 8,000 8,000 6185 OPEB 6,500 6100 BENEFITS 123,771 127,266 91,488 156,960 167,660 6001 WAGES & BENEFITS 492,774 497,342 395,801 538,900 548,890 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 557 271 156 5,000 5,000 6210 OFFICE SUPPLIES 2,431 1,301 18- 7,000 6,SOD 6213 FOOD 59 6222 MOTOR FUELS & LUBRICANTS 1,763 2,602 3,960 7,000 6,000 6240 EQUIPMENT MAINTENANCE 153 202 112 2,500 2,500 6201 SUPPLIES & SERVICES 4,963 4,376 4,210 21,500 20,000 6300 PROPESSIONAL SERVICES 6310 ATTORNEY 2,886 2,435 2,344 5,OQ0 S,QOQ 6312 ENGINEERING CONSULTNTS 8,724 257 45,682 15,000 13,000 6316 EQUIPMENT MAINTENANCE 1,887 2,300 5,940 6,000 6,000 6318 FILING FEES 46 6327 OTHER PROF SERVICES 751 1,876 782 4,000 4,000 6300 PROFESSIONAL SERVICES 14,248 6,914 54,748 30,000 28,000 6330 COMMUNICATIONS 6332 POSTAGE 1,239 857 1,650 1,650 6334 TELEPHONE 4,103 4,449 2,430 5,500 5,500 6336 PRINTING/PUBLISHING 1,647 1,510 1,376 3,000 3,000 6330 COMMUNICATIONS 5,750 7,198 4,663 10,150 10,150 6350 INSURANCE 6352 LIABILITY 5,487 5,188 4,305 5,900 4,305 6356 AUTO 833 798 774 1,300 774 6350 INSURANCE 6,320 5,986 5,079 7,200 5,079 6360 UTILITY SERVICE 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 4,981 6,931 13,633 21,760 22,970 96 R55096UD SHOO5PIV CITY OF SHAKOPEE 1112 9/2 01 11 2:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 25 Fiscal Period: 10 / 11 tevel Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Objeet Code / Description Amount Amount Actual Budget Budget 6425 EQUIPMENT RENT (IS FUND) 7,068 5,088 2,490 5,500 3,580 6430 BUILDING RENT (IS FUND) 7,044 8,700 6,800 8,160 6,480 6400 RENTALS 19,093 20,719 22,923 35,420 33,030 6470 DUESITRAINING/TRAVEL 6472 CONFERENCE/SCHOOUTRAINING 1,434 1,529 1,554 7,000 6,000 6475 TRAVEUSUBSISTENCE 38 854 339 3,750 2,500 6480 DUES 261 529 715 1,000 1,000 6490 SUBSCRIPTIONS/PUBLICATIONS 30 33 232 400 400 6470 DUESffRAINING/TRAVEL 1,763 2,946 2,840 12,150 9,900 6498 EXPENSE CHARGED BACK 6,242 6,210 6,310 6,130 6200 SUPPLIES AND SERVICES 58,379 54,349 94,4s3 '12z,73o 112,2ss 6500 DEPRECIATION 6600 MISCELLANEOUS 6700 CAPITAL OUTLAY 6800 DEBT SERVICE 6840 DEBT SERVICE INTEREST 6000 EXPENDITURES 551,153 551,691 490,265 661,630 661,179 41 ENGINEERING 551,153 551,691 490,265 661,630 661,179 97 Engineering 2012 Budget 411 412 413 Object # Description Management County Projects Transportation 6002 Wages FT- Reg. $ 115,250 $ 21,610 $ 25,210 6005 Wages OT- Reg. 6015 Wages PT-Temp 3,030 6122 PERA 8,360 1,570 2,050 6124 FICA 8,830 1,650 2,160 6135 Health 93,100 6139 PEHP 2,100 6140 Life 1,850 6145 Dental 3,360 6170 Workers Comp 2,430 6180 Compensated Absences 8,000 6185 OPEB Total Personnel 243,280 24,830 32,450 6202 Operating Supplies 5,000 6210 Office Supplies 6,500 6222 Motor Fuels & Lubricants 6,000 6240 Equipment Maintenance 2,500 6310 Attorney 5,0�0 6312 Engineering Consultants 3,000 10,000 6316 Equipment Maintenance 6,000 6327. Other Prof Services 4,000 6332 Postage 1,650 6334 Telephone 1,000 6336 Printing/Publishing 1,000 6352 Liability Insurance 4,305 6356 Autolnsurance 774 6410 Software 22,970 � 6425 Equipment Rent (IS FUND) 3,580 6430 Building Rent (IS FUND) 6,480 6435 OtherRent 6472 Conf / School / Training 6,000 6475 Travel/Subsistence 2,500 6480 Dues 1,000 6490 Subscriptions/Publications 400 6498 Expenses Charged Back 6,130 Total Supplies & Services 95,789 - 10,000 6740 Capitaf Expenditures Total $ 339,069 $ 24,830 $ 42,450 98 Engineering 2012 Budget 419 5000 5500 Object # Description ROW MGT Eng Projects Eng Dev Projects Total 6002 Wages FT- Reg. $ 25,210 $ 118,860 $ 54,030 $ 360,170 6005 Wages OT- Reg. 12,000 3,000 15,000 6015 Wages PT-Temp 3,030 6;060 6122 PERA 1,830 9,710 4,130 27,650 6124 FICA 1,930 10,240 4,360 29,170 6135 Health 93,100 6139 PEHP 2,100 6140 Life 1,850 6145 Dental 3,360 6170 Workers Comp 2,430 6180 Compensated Absences 8,000 6185 OPEB ' Total Personnel 28,970 153,840 65,520 548,890 6202 Operating Supplies 5,000 6210 Office Supplies 6,500 6222 Motor Fuels & Lubricants 6,000 6240 Equipment Maintenance 2,500 6310 Attorney 5,000 6312 Engineering Consultants 13,000 6316 Equipment Maintenance 6,000 6327 Other Prof Services 4,000 6332 Postage 1,650 6334 Telephone 1,000 2,500 1,000 5,500 6336 Printing/Publishing 2,000 3,000 6352 Liability Insurance 4,305 6356 Autolnsurance 774 6410 Software 22 6425 Equipment Rent (IS FUND) 3,580 6430 Building Rent (IS FUND) 6,480 6435 OtherRent - 6472 Conf / School / Training 6,000 6475 Travel/Subsistence 2,500 6480 Dues 1,000 6490 Subscriptions/Publications 400 6498 Expenses Charged Back 6,130 Total Supplies & Services 1,000 4,500 1,000 112,289 6740 Capital Expenditures - Total $ 29,970 $ 158,34Q $ 66,520 $ 661;179 99 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: STREET MISSION STATEMENT: To pravide public services in a professionai, cost-effective manner in order to maintain the public investment of infrastructure in streets, alleys and public parking lots. ACTIVITY: Maintain bituminous and gravel roadways/alleys, traffic signs/striping, snowplowing/ice control, street sign fabrication/installation, boulevard tree trimmingJremoval, and disease tree prevention. GOALS: 1. Provide snowplowing and ice control in a timely and cost effective manner. 2. Provide street/alley maintenance in a cost-effective manner. MEASUREMENT OF GOALS: (* Does not include equipment rental rate.) Actuat Actual Budgeted Requested 2009 2010 2011 2012 Expenditures $ 551,153 $ 1,958,903 $ 2,059,700 $ 2,112,394 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $15.89 $52.83 $55.33 $56.53 Snowplowing/ Ice Control $ 226,348 $ 188,050 $ 200,160 $ 211,310 Cost per Capita $6.52 $5.00 $4.00 $5.00 Street and Alley Maintenance $ 518,619 $ 628,720 $ 772,810 $ 778,220 Cost Per Capita $14.95 $16.96 $20.76 $20.82 Lane Miles of Street/Alley 467 467 467 467 Snow Plow/Salting Events 29 30 30 30 Tons of Salt Applied 1,743 1,400 1,800 1,800 7ons of Patching Material 131 150 240 275 Sq Yards Seal Coat 279,000 289,000 305,000 310,000 Staff 2009 2010 2011 2012 Public Works Superintendent 1 1 1 1 Street/Util. Supervisor 1 1 1 1 Engineering Tech IV - 1 1 1 Maintenance Operator 6 6 4 4 101 OBJECT DESCRIPTION: Description of lines items_ Salaries: Director (20%), Public Works Supervisor (40%), 1 Engineering Tech IV, 1 Street Supervisor, 10 Maintenance Operators (6 Utilities), Secretary (30%) (including 1 Lead) Salaries - Temp: 7emporary seasonal employees - 5 summer with 3 seasonal employee funded by sanitary/storm enterprise funds, 5 winter). Operating Supplies (6202): Signs $20,000; floor mats $1,000; safety equipment $1,500; street light pole paint $1,000; various supplies $5,500. Office Supplies (6210): General office supplies $1,000. Uniforms/Clothing (6212): $5,400 Materials (6215): � Ice control materials $100,000; gravel $8,000; bituminous mix $18,000; trees $1,000; concrete $3,000. Motor Fuel and Lubricants (6222): $73,000 Building Maintenance (6230): Miscellaneous maintenance $8,500 Equipment Maintenance (6240): Vehicle maintenance; truck washes/car washes $32,000 Professional Services Building Maintenance (6315): Miscellaneous $7,500 Equipment Maintenance (6316): Vehicle/equipment repairs $115,000; SPUC street light & signal repairs and street light pole replacement $20,000 Pavement Preservation (6322): Crack sealing $50,000; seal coating $385,000 Other Professional Services (6327): Includes main-line striping of streets, symbols & crosswalks ($38,000), drug testing $2,000; traffic signal maintenance $3,000; tree trimming/removal/disposal/stump grinding $5,000; support for sign/pavement programs $3,000; Clean-up Day $30,000; miscellaneous services $10,000. 102 Communications (6334): Telephone: Office phones and cellular phones for Public Works Supervisor, Street Supervisor and Maintenance Operators $3,500. Printing/Publishing (6336): Printing/publishing $1,000. Utility Service (6360): Utilities inciude Electric, Water, Gas, Sewer, Storm Utilities for public works buildings $92,500 Street lights and signals $220,000 (SPUC electric donation $200,000) Software (6410): Includes IT Rental $10,640 and Cartegraph Support $5,250 Equipment Rent (4620-4630): IS Fund $95,750 Building rent for new and old buildings 22% $44,900 Other Rent (6435): None Conference/Training (6472): $6,000 Subscriptions/Publications (6490): Expense Charged Back (6498): Facilities charge back for PW buildings to Engineering, Fleet, Park, Sewer and Storm funds -$119,490 Special Assessments (6620): None Capital Equipment (6740): None 103 R55096UD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 26 Fiscal Period: 10 ! 11 Level Of Rollup 7 2009 2010 10l31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 42 STREET MAINTENANCE 6000 EXPENDITURES 6001 WAGES & BENEFiTS 6002 WAGES 396,520 412,700 341,922 427,980 432,220 6005 OVERTIME-FT 19,870 43,524 25,401 24,Q00 35,000 6010 PREMIUM PAY 77 35 4,700 4,700 6015 WAGES - PART TIME/TEMP 18,989 17,907 16,135 25,000 25,000 6017 OVERTIME-PAl2T TiME/TEMP 1,359 6002 WAGES 435,456 474,132 384,852 481,680 496,920 6900 BENEFITS 6122 PERA 28,023 31,811 26,634 34,910 36,030 6124 FICA 29,881 32,332 26,548 36,860 38,020 6135 HEALTH 72,264 82,055 71,107 98,860 111,750 6139 POST EMPLOYMENT HEALTH PLAN 2,447 2,402 1,789 2,100 2,1Q0 6940 LIFE/LTD 1,966 1,497 1,140 2,100 2,100 6145 DENTAL 3,408 3,441 2,640 3,360 3,360 6160 UNEMPLOYMENT 38 24 12 6170 WORKERS COMPENSATION 24,125 18,952 15,104 29,860 30,190 6180 COMPENSATED ABSENCES 13,410 2,014 14,Q00 14,000 6185 OPEB 8,300 6100 BENEFITS 183,862 174,528 144,973 222,050 237,550 6001 WAGES & BENEFITS 619,318 648,660 529,824 703,730 734,470 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 35,012 43,060 31,841 38,000 51,500 6210 OFFICE SUPPLIES 280 518 231 1,000 1,000 6212 UNIFORMS/CLOTHING 4,258 4,477 4,072 5,400 5,400 6293 FOOD 26 44 43 6215 MATERIALS 102,857 115,932 118,332 120,000 130,000 6222 MOTOR FUELS & LUBRICANTS 33,738 53,062 54,229 50,000 73,000 6230 BUILDING MAINT SUPPLIES 6,749 5,089 3,068 8,500 8,500 6240 EQUIPMENT MAINTENANCE 31,972 20,493 23,421 32,000 32,150 6241 SUPPlIES & SERVICES 214,894 242,675 235,237 254,900 301,550 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 986 629 1,252 500 500 6312 ENGINEERING CONSULTANTS 1,580 6315 BUILDING MAINT. 9,678 16,424 11,341 7,500 8,250 6316 EQUIPMENT MAINTENANCE 117,301 155,583 149,405 135,000 135,000 6322 PAVEMENT PRESERVATION 379,080 385,352 423,930 421,700 435,000 6327 OTHER PROF SERVICES 46,661 55,337 54,466 83,500 91,000 6300 PROFESSIONAL SERVICES 555,286 613,325 640,394 648,200 669,750 6330 COMMUNICATIONS 6332 POSTAGE 63 24 6334 TELEPHONE 2,687 3,498 3,230 3,500 3,500 6336 PRINTING/PUBLISHING 1,670 1,216 1,380 1,000 1,000 6330 COPAMUNICATIONS 4,357 4,777 4,633 4,500 4,500 6350 INSURANCE 6352 LIABILITY 18,918 18,608 15,890 19,100 15,890 6354 PROPERTY 19,112 19,314 17,851 22,000 17,851 104 R55096UD SHOOSP1V CITYOFSHAKOPEE 11/29l201112:23:13 By Co. Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 27 Fiscal Period: 10 / 11 Level Of Roliup 7 2009 2010 10/31/2011 2011 2012 Actual Aotual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6356 AUTO 12,909 14,977 17,163 18,000 12,163 6350 INSURANCE 50,939 52,899 50,904 59,100 45,904 6360 UTILITY SERVECE 5,070 6362 ELECTRIC 245,041 251,627 42,922 260,000 260,000 6364 WATER 4,259 5,397 3,784 8,000 6,500 6365 GAS 37,032 44,782 15,982 35,000 35,000 6366 SEWER 2,578 3,616 2,278 8,000 4,000 6367 REFUSE 836 836 418 8,000 6368 STORM 6,212 5,716 3,650 7,000 7,000 6360 UTILITY SERVICE 301,028 311,974 69,034 326,000 312,500 6400 RENTALS 6410 SOFTWARE-ANNUAL FEES 7,044 6,950 15,817 20,500 15,890 6420 EQUIPMENT RENT 119 3,283 4,2�6 6425 EQUIPMENT RENT (IS FUND) 128,580 105,420 25,610 105,420 95,740 6430 BUILDING RENT (IS FUND) 51,060 63,060 37,420 44,900 35,920 6400 RENTALS 156,802 178,713 83,123 170,820 147,550 6470 DUES/TRAINING/TRAVEL ' 6472 CONFERENCE/SCHOOUTRAfNiPlG 3,373 6,164 1,954 2,000 6,000 6475 TRAVEUSUBSISTENCE 32 6480 DUES 196 234 24 400 400 6490 SUBSCRIPTIONS/PUBLICATIONS 74 37 39 150 150 6470 DUESffRAIN1IdG/TRAVEL 3,644 6,467 2,017 2,55a 6,550 6498 EXPENSE CHARGED BACK 110,78& 114,230- 123,074- 119,490- 6200 SUPPLIES AND SERVICES 1,206,162 1,300,600 1,085,343 1,343,000 1,368,814 6500 DEPRECIATION 6600 MISCELLANEOUS ' 6620 PROPERTYTAX/SPECIP,�ASSESS 10,210 9,644 9,110 12,970 9,110 6600 MISCELLANEOUS 10,210 9,644 9,110 12,970 9,110 6700 CAPITAL OUTLAY 6800 DEBT SERVICE 6000 EXPENDITURES 1,835,690 1,958,903 1,624,277 2,059,700 2,112,394 42 STREET MAIN7ENANCE 1,835,690 1,958,903 1,624,277 2,059,700 2,112,394 105 Street 2012 Budget 0421 0422 0423 0424 0425 0426 0427 PW Object Description Manage. Tree/ Weed Signs Snow/ Sand Bldg/Yard Eq. Maint St. Maint 6002 Wages FT- Reg. $ 203,650 $ 16,070 $ 25,080 $ 61,940 $ 31,280 $ 10,980 $ 24,340 6005 Wages OT - Reg. 30,000 5,000 6010 Premium Pay 4,700 6015 Wages PT- Temp 500 3,500 2,50Q 4,500 2,000 8,500 6122 PERA 15,140 1,420 2,000 6,990 2,410 800 2,740 6124 FICA 15,970 1,500 2,110 7,380 2,550 840 2,890 6135 Health 103,400 6139 PEHP 2,100 6140 Life 2,100 6145 Dental 3,360 6170 Workers Comp 30,190 6180 Compensated Absences 14,000 6185 OPEB Total Personnel 395,110 22,490 31,690 110,810 38,240 12,620 43,470 6202 Operating Supplies 3,000 1,000 20,000 500 500 10,000 1,000 6210 Office Supplies 1,000 6212 Uniforms 5,400 6215 Materials 1,000 100,000 24,000 6227 Motor Fuels & Lubricants 73,000 6230 Building Maintenance 3,500 6240 Equipment Maintenance 32,000 6310 Attorney 500 6315 Building Maintenance 6316 Equipment Maintenance 115,000 20,000 6322 Pavement Preservation 50,000 6327 Other Prof Services 2,000 5,D00 6,000 10,000 6334 Telephone 3,500 6336 Printing/Publishing 1,000 6352 Liability Insurance 15,855 6354 Propertylnsurance 3,851 6356 Auto Insurance 12,163 6362 Electric Service 220,000 6364 Water 6365 Gas 6367 Refuse 6366 Sewer 6368 Storm 6410 Software 15,890 6425 Equipment Rent (IS FUND) 95,740 6430 Building Rent (IS FUND) 35,920 6435 OtherRent 6472 Conf / School / Training 6,000 6475 6480 Dues 400 6490 Subscriptions/Publications 150 6498 Expenses Charged Back 6620 SpecialAssessments 9,110 Total Supplies & Services 284,479 7,000 26,000 100,500 4,000 157,000 325,000 6740 Capital Expenditures Total $ 679,589 $ 29,490 $ 57,690 $ 211,310 $ 42,240 $ 169,620 $ 368,470 106 Street 2012 Budget 0428 0429 0430 0432 0433 0434 Sidewalk Ciean Up Object Description Seal Coat Facilities Alley Maint Maint Striping Day Total 6002 Wages FT- Reg. $ 13,670 $ 30,000 $ 5,130 $ 2,490 $ 4,500 $ 3,090 $ 432,220 6005 Wages OT - Reg. 35,000 6010 Premium Pay 4,700 6015 WagesPT-Temp 500 500 2,500 25,000 6122 PERA 1,030 2,180 410 180 510 220 36,030 6124 FICA 1,080 2,300 430 190 540 240 38,020 6135 Health 8,350 111,750 6139 PEHP 2,100 6140 Life 2,100 6145 Dentai 3,360 617� Workers Comp 30,190 6180 Compensated Absences 14,000 6185 OPEB - Total Personnel 16,280 42,830 6,470 2,860 8,050 3,550 734,470 6202 Operating Supplies 15,000 500 - 51,500 6210 Office Supplies 1,000 6212 Uniforms 5,400 6215 Materials 2,000 3,000 130,000 6222 Motor Fuels & Lubricants 73,000 6230 Building Maintenance 5,000 8,500 6240 Equipment Maintenance 150 32,150 6310 Attorney 500 6315 Building Maintenance 8,250 8,250 6316 Equipment Maintenance 135,000 6322 Pavement Preservation 385,000 435,000 6327 Other Prof Services 38,000 30,000 91,000 6334 Telephone 3,500 6336 Printing/Publishing 1,000 6352 Liability Insurance 35 15,890 6354 Property Insurance 14,000 17,851 6356 Autolnsurance 12,163 6362 Electric Service 40,000 260,000 6364 Water 6,500 ' 6,500 6365 Gas 35,000 _ 35,000 6367 Refuse - 6366 Sewer 4,000 4,000 6368 Storm 7,000 7,000 6410 Software 15,890 6425 Equipment Rent (IS FUND) 95,740 6430 Building Rent (IS FUND) 35,920 6435 Other Rent - 6472 Conf / School / Training 6,000 6475 - 6480 Dues 400 6490 Subscriptions/Publications 150 6498 Expenses Charged Back (119,490) (119,490) 6620 Special Assessments 9,110 Total Supplies & Services 385,000 15,445 2,000 3,500 38,000 30,000 1,377,924 6740 CapitalExpenditures - Total $ 401,280 $ 58,275 $ 8,470 $ 6,360 $ 46,050 $ 33,550 $ 2,112,394 107 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: FLEET MISSION STATEMENT: To provide fleet maintenance services in a professional, cost-effective manner in order to maintain the public investment of vehicles and equipment for all city departments. ACTIVITY: Maintain vehicles/equipment in streets, park, administration, police, fire, S.P.U.C., fabrication of new and existing equipment, prepare vehicle evaluation reports for all departments. Repairs for vehicles and equipment are billed to the respective departments. Operate car and truck wash for government vehicles and operate fueling stations for city, county, school district and SPUC vehicles, GOAL: . To provide quality maintenance to all departments in a cost-effective manner. MEASUREMENT OF GOALS: Average cost per vehicle/equipment maintained Actual Actual Budgeted Requested 2009 2010 2011 2012 Expenditures $ 90,751 $ 122,330 $ 122,33Q $ 104,779 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $2.62 $3.30 $3.29 $2.80 Number of Vehicles/Equipment 313 313 314 315 Staff 2009 2010 2011 2012 Mechanic 2 2 2 2 Mechanic Apprentice 1 1 1 - Secretary 1 1 1 1 OBJECT DESCRIPTION: Qescription of lines items: Wages & Benefits: Salaries: Public Works Director (5%), Public Works Supervisor (20%), 3 Mechanics-including 1 Lead,1 Mechanic's Apprentice, and 1 temporary employee from School Employment Program $7,500, Secretary (40%). Operating Supplies (6202): Various shop supplies $8,300, truck wash supplies $3,000, car wash supplies $3,000, scanner up-date $1,500. Equipment maintenance (6240): Miscellaneous equipment maintenance $1,500. �os Merchandise (6250): Shop parts $2,000 Professional Equipment Maintenance (6316): Crane/hoist inspections $1,200, Gas Boy fuel system repairs and misce{laneous $1,500, truck wash maintenance $2,000, car wash maintenance $1,800, fuel system maintenance $3,000. Other Professional Services (6327): Miscellaneous $1,000. Telephone (6334): Shop telephone $1,500. Utility (eleCtric) service-truck wash (6362): $4,000 Utility (water) service-truck wash (6364): $400 Software (6410): IT Fund $10,640, Fleet computer services $1,000 Buitding Rental (6430): Building rental 22% $44,900 Conferences/Schooling/Training (6472): Various training $1,000 Expense Charge Back (6498): $34,710 Capital Expenditure (6700): ' Tire changer & balancer, or transmission flusher $10,000. 109 R55096UD SHOOSP1V CiTY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (t Yr Bdgt) - Portrait Budget Report Page - z$ Fiscal Period: 10 / 71 Level Of Rollup 7 2009 2010 10/31/2Q11 2011 zo�z Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actuai Budget Budge.t 44 FLEET 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 193,341 199,865 151,005 184,690 192,020 6005 OVERTIME-FT 1,711 3,281 1,055 2,000 2,000 6010 PREMIUM PAY 3,200 3,200 6015 WAGES-PARTTIMElfEMP 7,461 4,581 5,089 7,000 7,500 6002 WAGES 202,514 207,727 157,149 196,890 204,720 6100 BENEFITS 6122 PERA 13,092 14,168 10,933 14,280 14,840 6124 FICA 14,121 14,570 11,066 15,060 15,670 6135 HEALTH 31,994 33,129 28,854 38,730 43,780 6139 POST EMPLOYMENT HEALTH PLAN 1,113 1,126 786 1,200 1,200 6140 LIFE/LTD 882 673 459 98a 98� 6145 DENTAL 1,557 1,612 1,088 1,920 1,920 6170 WORKERS COMPENSATION 9,405 4,954 3,163 11,610 11,840 6180 COMPENSATED ABSENCES 4,028 4,244- 7,000 7,000 6185 OPEB 3,700 6100 BENEFITS 79,893 65,989 56,349 90,780 97,230 6001 WAGES & BENEFITS 282,407 273,716 213,499 287,670 301,950 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 9,626 11,275 10,078 14,500 15,800 6203 MECHANICS TOOLS 306 165 1,110 1,000 1,000 6210 OFFICE SUPPLIES 559 557 445 500 500 6212 UNIFORMS/CLOTHING 1,853 1,722 1,838 1,800 1,800 6213 FOOD 40 43 6222 MOTOR FUELS & LUBRIGANTS 98 ' 6230 BUILDING MAINT SUPPLIES 201 6240 EQUIPMENT MAINTENANCE 3,461 914 777 1,500 1,500 6250 MERCHANDISE 744- 37,263 42,717 2,000 2,000 6201 SUPPLIES & SERVICES 15,166 51,936 57,009 21,300 22,600 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 274 6315 BUILDING MAINT. 6,525 2�6 6316 EQUIPMENT MAINTENANCE 8,347 5,924 5,082 9,500 9,500 6327 OTHER PROF SERVICES 147 10,001 3,423 1,700 1,000 6300 PROFESSIONAL SERVICES 15,292 16,131 8,505 11,200 10,500 6330 COMMUNICATIONS 6334 TELEPHONE 1,309 1,320 1,255 1,500 1,500 6336 PRINTING/PUBLISHING 1,316 1,302 764 750 750 6330 COMMUNICATIONS 2,625 2,622 2,019 2,250 2,250 6350 INSURANCE 6352 LIABILITY 759 625 819 900 819 6350 INSURANCE 759 825 819 900 819 6360 UTILITY SERVICE 6362 ELECTF2IC 3,569 3,370 2,721 4,000 4,000 6364 WATER 444 391 301 400 400 ��� R55096UD SHOOSP1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 29 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10131/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6360 UTILITY SERVICE 4,013 3,760 3,023 4,400 4,400 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 90 8,081 9,000 11,640 6420 EQUIPMENT RENT 9$ 6430 BUILDING RENT (IS FUND) 42,252 52,188 37,420 44,900 35,920 6400 RENTALS 42,440 52,188 45,501 53,900 47,560 6470 DUES/TRAINING/TRAVEL 6472 CONFERENCElSCHOOL/TRAINING 950 75 321 1,000 ' 1,000 6475 TRAVEUSUBSISTENCE 36 35 6480 DUES 25 25 25 6490 SUBSCRIPTIONS/PUBLICATIONS 33 6470 DUES/TRAINING/TRAVEL 975 136 414 1,000 1,000 6A97 FLEET CHARGE BACK 310,372- 316,245- 308,030- 330,000- 330,000- fi498 EXPENSE CHARGED BACK 37,449 37,261 34,710 33,700 6200 SUPPLIES AND SERVICES 191,653- 151,386- 190,741- 200,340- 207,171- 6500 DEPRECIATION 6600 MISCELLANEOUS 6700 CAPITAL OUTLAY 6740 EQUIPMEfVT 6,438 27,477 35,000 10,000 6700 CAPITAL OUTLAY 6,438 27,477 35,000 10,000 6800 DEBT SERVICE 6000 EXPENDITURES 97,192 122,330 50,235 122,330 104,779 44 FLEET 97,192 122,330 50,235 122,330 104,779 ��� Fleet 2012 Budget 0441 0450 0451 0456 Object # Description Manage. Car Wash Truck Wash Fuel Sys. Total 6002 Wages FT - Reg. $ 188,020 $ 500 $ 2,000 $ 1,500 $ 192,020 6005 Wages OT - Reg. 2,Q00 2,000 6010 Premium Pay 3,200 3,200 6015 Wages PT - Temp 7,500 7,500 6122 PERA 14,540 40 150 110 14,840 6124 FICA 15,370 40 150 110 15,670 6135 Health 43,780 43,780 6139 PEHP 1,200 1,200 6140 Life 980 980 6145 Dental 1,920 1,920 6170 Workers Comp 11,840 11,840 6180 Compensated Absences 7,000 7,000 6185 OPEB ' Total Personnel 297,350 580 2,300 1,720 301,950 6202 Operating Supplies 9,300 3,000 3,000 500 15,800 6203 Tools 1,000 1,000 6210 Office Supplies 500 500 6212 Uniforms 1,800 1,800 6240 Equipment Maintenance 1,500 1,500 6250 Merchandise 2,000 2,000 6316 Equipment Maintenance 2,700 1,800 2,000 3,000 9,500 6327 Other Prof Services 1,000 1,000 633� 7elephone 1,500 1,500 6336 Printing/Publishing 750 750 6352 Liability Insurance 819 819 6362 Elec Service-Truck Wash 4,000 4,000 6364 Water Service -Truck Wash 400 400 6410 Software 11,640 11,640 6430 Building Rent (IS FUND) 35,920 35,920 6472 Conf / School / Training 1,000 1,000 6497 Fleet Charged Back (330,000) (330,000) 6498 ExpensesCharged Back 33,700 33,700 Total Supplies & Services (224,871) 4,800 9,400 3,500 (207,171) 6740 Capital Expenditures 10,000 10,000 Total $ 82,479 $ 5,380 $ 11,700 $ 5,220 $ 104,779 113 CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: PARK MAINTENANCE MfSSION STATEMENT: To provide public services in a professionai, cost-effective manner in order to maintain the public investment of infrastructure in parks and public grounds. ACTIVITY: Maintain athletic fields, rinks, trails, sidewalks, parking lots, playgrounds, park buildings; restroomsJshelters, public grounds, downtown streetscape, trees trimming/planting. GOALS 1. Provide quality in maintaining athletic fields in a cost-effective manner. 2. Mow and trim parks and public grounds cost effectively. PERFORMANCE MEASUREMENT: (* Does not include equipment rental rate.) Actual Actual Budgeted Requested � 2009 2010 2011 2012 Expenditures $ 1,414,352 $ 1,483,287 $ 1,575,910 $ 1,581,162 Population 34,691 "' 37,076 37,223 37,370 Expenditure/Capita $40J7 $40.01 $42.36 $42.31 Cost to Maintain Athletic Fields $ 177,224 $ 150,175 $ 194,460 $ 183,330 Expenditure/Capita $5.11 $4.05 $5.22 $4.91 Cost to MowJTrim Parks $ 37,377 $ 47,799 $ 51,750 $ 50,500 Acres of Land Mowed 404 412 412 412 Cost of Mowing Per Acre (Labor) $92.52 $116.02 $125.61 $122.57 Number of Playgrounds 24 24 25 26 Number of Athletic Fields 81 81 82 83 MilesofTrails 39 39 39 40 Staff 2009 2010 2011 2012 Park Supervisor 1 1 1 1 Maintenance Operator 7 � � � 115 OBJECT DESCRIPTION: Description of lines items: Salaries: Public Works Director (10%), Public Works Supervisor (25%), 1 Park Supervisor, 7 Maintenance Operators-including 1 Lead, Secretary (30%). Temporary employees - 9 summer and 1 winter $52,000 Operating Suppiies (6202): Flower planting $6,000, Hockey rink repairs $500, Irrigation system $7,500, Athletic Field Supplies $13,500, Floor mats $500, Playground equipment $2,000 Picnic tables $1, 000, Fence supplies $1,000, Safety Supplies $500, Garbage Cans $750, Small Hand Tools $750, Vandalism $1,OOQ, L'+ght bulbs/Ballasts/Parking Lot Light $3,000, Restroom Supplies $1,500, Miscellaneous $2,500. Office Supplies (6210): $500 Uniforms (6212): Safetyshirts, boots, uniforms $3,900. Materials (6215): Trees/shrubs $1,000, Sod/seed $4,000, Bal( field aggregate $3,000, Fertilizer $9,000, Weed killer $8,500, Concrete/pavers $4,500, Concrete/paver sealer $1,500, Landscape mulch $1,000, Safety Mulch for playgrounds $10,000, Miscellaneous $2,000. Motors Fuels & Lubricants: (6222) $47,000 Building Maintenance (6230): Window/door replacement $1,000, Youth building $1,000, Miscellaneous $2,500 Paint/Supplies $1,500. Equipment Maintenance (6240): Vehicle maintenance $5,000, Car/Truck Washes $2,000 Professional Services Building Maintenance (6315): Youth building $4,000, RPZ Testing $3,000. Professional Equipment Maintenance (6316): Vehicle maintenance $80,000, Equipment maintenance $13,500, Athletic Field Light/ Scoreboard Repairs $6,000, Well Repairs $500. Pavement Preservation (6322): Courts & Trails $60,000) Other Professional Services (6327): Contract cleaning of park buildings $14,OQ0, Irrigation system maintenance $1,000, miscellaneous $2,500. 116 Utility Service (6360): Gas, electric, telephone for park buildings, rinks, athleticfields and youth building $105,000 Software (6410): Includes $10,640 and Cartegraph Support $5,250 Equipment Rent—IS Fund (6425): Equipment rent $47,700 Building Rent—IS Fund (6430): Public Works buildings 22% $44,900 Other Rent (6435) ParkAssets Rent $171,680, Satellites for ball-fields $5,000 Expense Charge Back (6498): $33,700 Special Assessments (6620): $30,720 117 R55096UD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report page - 30 Fiscal Period: 10 / 11 ievel Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actuai YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 46 PARK MAINTENANCE 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 442,031 425,384 329,105 432,500 433,970 6005 OVERTIME-FT 9,696 19,188 9,463 10,500 20,000 6010 PREMIUM PAY 60 44 3,200 4,700 6015 WAGES - PART TIMElfEMP 45,889 43,738 45,393 52,000 52,000 6017 OVERTIME-PART TIMEITEMP 40 6002 WAGES 497,677 488,393 383,961 498,200 510,670 6140 BENEFITS 6122 PERA 30,475 31,245 24,597 36,120 37,020 6124 FICA 35,180 34,447 27,257 38,130 39,080 6135 HEALTH 64,716 64,810 54,172 74,880 84,630 6139 POST EMPLOYMENT HEALTH PLAN 2,501 2,381 1,660 2,400 2,400 6140 LIFE/LTD 2,015 1,448 1,051 2,190 2,190 6145 DENTAL 3,108 3,434 2,452 3,840 3,840 6170 WORKERS COMPENSATION 16,017 12,279 9,593 17,060 17,340 6180 COMPENSATED ABSENCES 16,354 8,317- 11,000 11,000 6185 OPEB 7,400 6100 BENEFITS 177,767 143,727 120,781 185,620 197,500 6001 WAGES & BENEFITS 675,443 632,121 504,743 683,820 708,170 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 38,216 31,547 28,024 45,500 42,750 6210 OFFICE SUPPLIES 195 405 124 500 500 6212 UNIPORMS/CLOTHING 5,086 4,987 5,922 3,900 3,900 6213 FOOD 27 71 43 6215 MATERIALS 30,138 21,332 12,514 39,500 44,500 6222 MOTOR FUELS & LUBRICANTS 23,095 33,269 35,784 33,000 47,000 6230 BUILDING MAINT SUPPLIES 4,406 2,086 964 10,000 6,000 6240 EQUIPMENT MAINTENANCE 7,048 5,212 6,682 10,000 10,150 6201 SUPPLIES & SERVICES 108,212 98,908 90,057 142,400 154,800 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 305 238 6312 ENGINEERING CONSULTANTS 2�8�5 6315 BUILDING MAINT. 3,090 7,785 4,632 4,000 6316 EQUIPMENT MAINTENANCE 79,349 94,450 85,517 108,500 100,000 6322 PAVEMENT PRESERVATION 47,052 81,113 11,880 60,000 60,000 6326 CLEANING SERVICES 2,860 4,000 6327 OTHER PROF SERVICES 23,410 15,545 16,035 16,500 24,500 6300 PROFESSIONAL SERVICES 155,776 199,197 121,161 189,000 188,500 6330 COMMUNICATIONS 6334 TELEPHONE 1,660 1,718 1,636 2,000 2,000 6336 PRINTING/PUBIISHING 293 265 256 6330 COMMUNICATIONS 1,954 1,983 1,891 2,000 2,000 6350 INSURANCE 6352 LIABIL�TY 11,034 12,581 11,031 13,000 11,031 6354 PROPERTY 63,444 64,671 62,371 66,000 62,371 6356 AUTO 3,383 3,716 3,020 4,400 3,020 ��$ R5509BUD SHOOSP1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 31 Fiscai Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6350 INSURANCE 77,861 80,968 76,422 83,400 76,422 6360 UTILITY SERVICE 260 6362 ELECTRIC 61,305 51,951 34,758 59,090 59,090 6364 WATER 7,316 10,759 7,186 11,500 11,500 6365 GAS 4,798 5,856 2,415 8,430 8,430 6366 SEWER 870 1,035 597 1,060 1,060 6368 STORM 23,215 21,245 13,639 24,920 24,920 6360 UTILITY SERVICE 97,504 90,846 58,855 105,000 105,000 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 7,261 5,000 14,508 16,850 17,85� 6420 EQUIPMENT RENT 709 146 6425 EQUIPMENT RENT (IS FUND) 69,432 55,10A 24,890 56,000 47,700 6430 BUILDING RENT (IS FUND) 51,060 63,060 37,420 44,900 35,920 6435 OTHER RENT 81,010 174,789 145,188 183,680 176,680 6400 RENTALS 209,472 297,953 222,153 301,430 278,150 6470 DUES/TRAINING/TRAVEL 6472 CONFERENCE/SCHOOVTRAINING 2,700 4,576 1,878 3,500 3,500 6480 DUES 20 91 54 100 100 6490 SUBSCRIPTIONS/PUBLICATIONS 74 37 39 100 100 6470 DUES(fRA1NINGlTRA>/EL 2.794 4,704 1,971 3,700 3,700 6498 EXPENSE CHARGED BACK 45,251 45,024 34,710 33,700 6200 SUPPLIES AND SERVICES 698,823 819,584 572,511 861,64� 842,272 6500 DEPRECIATION 6600 MISCELLANEOUS 6620 PROPERT,YTAX/SPECIALASSESS 33,964 31,583 30,153 31,450 30,720 6600 MISCELLANEOUS 33,964 31,583 30,153 31,450 30,720 6700 CAPITAL OUTLAY 6740 EQUIPMENT 6,124 11,714 6700 CAPITALOUTLAY 6,124 11,714 6800 DEBT SERVICE 6000 EXPENDITURES 1,414,354 1,483,287 1,119,12Q 1,576,910 1,581,162 46 PARK MAINTENANCE 1,414,354 1,483,287 1,119,120 1,576,910 1,581,162 119 Park 2012 Budget 0621 0622 0623 0624 0625 0626 0627 0628 0629 Mow / Athletic Park Eq Park Object Description Management Park Maint Trim Fields Maint Rinks Snow Buildings Tree 6002 Wages FT- Reg. $ 172,000 $ 19,990 $ 16,730 $ 57,130 $ 10,200 $ 13,870 $ 12,650 $ 35,910 $ 14,280 6010 Premium Pay 6005 Wages - OT - Reg 1,250 750 2,000 3,000 9,500 6010 Premium Pay 4,700 6015 WagesPT-Temp 2,500 3,000 22,000 6,000 1,000 2,000 500 4,000 6122 PERA 13,080 1,720 2,810 4,720 810 1,220 1,750 2,640 1,330 6124 FICA 13,800 1,820 2,960 4,980 860 1,290 1,850 2,790 1,400 6135 Health 81,830 6139 PEHP 2 , 40 � 6140 Life 2,190 ' 6145 Dental 3,840 6170 Workers Comp 17,340 6180 Compensated Absences 11,000 6185 OPEB Total Personnel 325,930 27,280 44,500 74,830 12,870 19,380 27,750 41,840 21,010 6202 Operating Supplies 4,750 500 22,500 500 3,000 6210 Office Supplies 500 6212 Uniforms 3,900 6215 Materials 3,000 5,500 14,500 1,000 6222 Motor Fuels & Lubricants 47,000 6230 Building Maintenance 5,000 6240 Equipment Maintenance 10,000 6315 Building Maintenance 6316 Equipment Maintenance 20,000 80,000 6322 Pavement Preservation 50,000 6326 Cleaning Services 6327 Other Prof Services 5,500 11,500 6334 Telephone 2,000 6352 Liability Insurance 11,031 6354 Property Insurance 62,371 6356 Autolnsurance 3,020 6362 Electric Service 14,000 39,000 3,590 6364 Water 7,300 2,000 2,000 6365 Gas 7,430 6366 Sewer 290 470 6368 Storm 410 24,510 6410 Software 17,850 6425 Equipment Rent(IS FUND) 47,700 6430 Building Rent (IS FUND) 35,920 6435 Other Rent 5,000 171,680 6472 Conf / School / Training 3,500 6480 Dues 100 6490 Subscriptions/Publications 100 6498 Expenses Charged Back 33,700 6620 Special Assessments 30,720 Total Supplies & Services 299,412 79,750 6,000 108,500 90,000 500 229,180 1,000 6740 Capital Expenditures Total $ 625,342 $ 107,030 $ 50,500 $ 183,330 $ 102,870 $ 19,880 $ 27,750 $ 271,020 $ 22,010 �ao Park 2012 Budget 0630 0632 0633 0635 0636 0637 0640 Youth Trail School Bldg & Playgr. Objed Description Building Maint Fields Grounds Maint Vandalism Downtown Total 6002 Wages FT- Reg. $ 11,030 $ 6,530 $ 12,240 $ 14,690 $ 29,380 $ 2,040 $ 5,300 $ 433,970 6010 Premium Pay - 6005 Wages - OT - Reg 500 1,500 1,500 20,000 6010 Premium Pay 4,700 6015 Wages PT- Temp 500 6,000 500 4,000 52,000 6122 PERA 870 470 1,000 1,500 2,170 150 780 37,020 6124 FICA 920 500 1,050 1,580 2,290 160 830 39,080 6135 Health 2,800 84,630 6139 PEHP 2,400 ' 6140 Life 2,190 6145 Dental 3,840 6170 Workers Comp 17,340 6180 Compensated Absences 11,000 6185 OPEB - Total Personnel 16,620 7,500 15,790 23,770 34,340 2,350 12,410 708,170 6202 OperatingSupplies 500 2,000 2,000 1,000 6,000 42,750 6210 Office Supplies 500 6212 Uniforms 3,900 6215 Materials 4,500 10,000 6,000 44,500 6222 Motor Fuels & Lubricants 47,000 6230 Building Maintenance 1,000 6,000 6240 Equipment Maintenance 150 10,150 6315 Building Maintenance " 6316 Equipment Maintenance 100,000 6322 Pavement Preservation - 10,000 60,000 6326 Cleaning Services 4,000 4,000 6327 Other Prof Services 7,000 500 24,500 6334 Tefephone 2,000 6352 Liability Insurance 11,031 6354 Property Insurance 62,371 6356 Auto Insurance 3,020 6362 Electric Service 2,500 59,090 6364 Water 200 11,500 6365 Gas 1,000 8,430 6366 5ewer 300 1,060 6368 Storm 24,920 6410 Software 17,850 6425 Equipment Rent (IS FUND) 47,700 6430 Building Rent QS FUND) 35,920 6435 Other Rent 176,680 6472 Conf/School/Training 3,500 6480 Dues 100 6490 Subscriptions/Publications 100 6498 Expenses Charged Back 33,700 6620 Special Assessments 30,720 Total Supplies & Services 16,650 - - 7,000 22,000 1,000 12,000 872,992 6740 Capital Expenditures ' Total $ 33,270 $ 7,500 $ 15,790 $ 30,770 $ 5 6,340 $ 3,350 $ 24,410 $ 1,581,162 121 Recreation Department Recreation Supervisor (4) Recreation Director Secretary Customer Service 123 CITY OF SNAKOPEE 2012 GENERAL FUND BUDGET : DIVISION: NATURAL RESOURCES MISSION STATEMENT: To administer and facilitate the development of City-wide environmental and conservation initiatives to protect, restore, and enhance the natural resources within the City. ACTIVITY: identify, recommend, develop, and coordinate ecologically saund development and management practices. GOALS: 1. Review land use and development proposals 2. Develop and recommend policies, ordinances, and procedures for the management of natural resources, wildlife habitat and conservation development. 3. Provide direction for the creation of greenways and protection of cultural and ecological assets within the community. 4. Provide guidance concerning community-wide environmental education programs. 5. Provide feedback and direction to residents regarding natural resource topics. MEASUREMENT OF GOALS: Cost per capita of NR Dept. expenditures: Actual Actual Budgeted Requested 2009 2Q10 2011 2012 Expenditures $ 40,458 $ 54,970 $ 58,400 $ 45,214 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $1.17 $1.48 $1.57 $1.21 OBJECT DESCRIPTION: Description of lines items: Salaries: Wages for Parks, Recreation & Natural Resources Director (Intern funding eliminated) Operating supplies (6202): Natural Resource Work Supplies, $500 Diseased Tree Management Supplies, $1,500 Native Plant Restoration Supplies, $1,000 Program and Tree Management Supplies, $4,000 Professional Services (6327): Diseased Tree Management $4,500 Metropolitan Council CAMP Program Lake Monitoring $2,000 Native Plant Restoration (year 2 of 3 year contract with Applied Ecological Services) $10,000. Other Projects $3,500 124 Printing and Publishing (6336): Printing of parks, trails, open spaces, and natural resources maps and materials for staff, development issues, resident's issues, and Environmental Advisory Committee meetings $500. Conference and Training (6472): Tree Inspection Training $200 Travel (6475): Mileage for use of personal vehicles; travel expenses for attending association meetings, conferences, and seminars $150. Dues (6480): National Arbor Day Foundation and Tree inspection.Certification $100 125 R55096UD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb}, Object (4 Yr 8dgt) - Portrait Budget Report Page - 34 Fiscal Period; 10 / 11 Level Of Roilup 7 2009 2010 10(31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code ! Description Amount Amount Actual Budget Budget 66 NATURAL RESOURCES 6000 EXPENDITURES 6001 WAGES & BENE�ITS 6002 WAGES 14,073 7,906 6,175 12,900 12,900 6015 WAGES - PART TIME/TEMP 3,265 132 7,000 6017 OVERTIME-PARTTIME/TEMP 21 6002 WAGES 17,359 7,906 6,307 19,900 12,900 6100 BENEFITS 6122 PERA 917 554 448 1,440 940 6124 FICA 1,254 559 463 1,520 990 6135 HEALTH 1,626 1,190 589 1,800 2,050 6139 POST EMPLOYMENT HEALTH PLAN 46 24 14 6140 UFE/LTD 54 22 14 6145 DENTAL 64 34 21 6170 WORKERS COMPENSATION 452 186 157 300 300 6100 BENEFITS 4,413 2,569 1,706 5,060 4,280 6001 WAGES & BENEFITS 21,772 10,475 8,012 24,960 17,180 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATtNG SUPPLIES - 9,149 6,611 8 9,000 7,000 6210 OFFICE SUPPLIES 972 31 52 250 250 6222 MOTQR FUELS & LUBRlCANTS 493 577 671 500 820 6240 EQUIPMENT MAINTENANCE 4 23 16 6209 SUPPLIES & SERVICES 2,618 7,242 747 9,750 8,070 6300 PROFESSIONALSERVICES 6310 ATTORNEY 4,315 60 33 4,000 500 6392 ENGINEERlNG CONSULTANTS 895 6316 EQUIPMENT MAINTENANCE 496 672 1,748 70a 6327 OTHER PROF SERVICES 3,477 7,816 2,683 16,000 16,000 6300 PROFESSIONAL SERVICES 9,153 8,548 4,464 20,000 17,200 6330 COMMUNICATIONS 6332 POSTAGE 100 100 6334 TELEPHONE 111 87 42 6336 pRINTING/PUBLISHING 1,062 223 86 500 500 6330 COMMUNICATIONS 1,173 310 128 600 600 6350 INSURANCE 6352 LIABILITY 976 445 374 1,000 374 6356 AUTO 197 190 170 250 170 6350 lNSURANCE 1,173 635 544 1,250 544 6400 RENTA�S 6410 SOFTWARE-ANNUALFEES 392 6420 EQUIPMENT RENT 535 45 100 100 6425 EQUIPMENT RENT (IS FUND) 504 1,188 1,020 1,190 1,070 6430 BUILDING RENT (IS FUND) 3,480 6400 RENTALS 4,519 1,624 1,020 1,290 1,170 6470 DUESITRAINING/TRAVEL 6472 CONFERENCE/SCHOOUTRAINING 20 165 165 300 2D0 126 R55096UD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 35 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code! Description Amount Amount Actual Budget Budget 6475 TRAVEUSUBSISTENCE 150 150 6480 DUES 30 30 10� 100 6470 DUES/TRAINING/TRAVEL 20 195 195 550 450 6200 SUPPLIES AND SERVICES 18,686 18,554 7,097 33,440 28,034 6500 DEPRECIATION 6600 MISCE�LANEOUS 6800 DEBTSERVICE 6000 EXPENDITURES 40,458 29,029 15,110 Ss,aoo 45,214 66 NATURAL RESOURCES 40,458 29,029 15,110 58,400 45,214 �2� CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: RECREATiON MISSION STATEMENT: To provide, develop, protect, and enhance excellent park and recreation services, open spaces, and natura( resources that contribute to a high-quality of life for our residents. ACTfVIT1(: Recreation provides resources for the administration of comprehensive leisure services, recreation facilities, and park design and construction administration. This includes the coordination and scheduling of park and athletic field use; coordinating youth, adult, and senior programs and special event activities; managing the ope.ration of the Community Center, !ce Arena, Aquatic Park, and Youth Building; and conducting park land acquisition and development. GOALS: 1. Effectively promote and coordinate park facilities, athletic complexes, Aquatic Park, Ice Arena, and Community Center, ensuring quality experiences while maximizing use potential. 2. Assess resident's recreation programming needs and focus continued program development on meeting those needs. 3. Develop comprehensive preventative maintenance program to ensure longevity of facilities and equipment. 4. Work with residents and developers to plan and design parks that meet the needs of the neighborhood and the community. MEASUREMENT OF GOALS: 1. Efficient use of the park facilities, Aquatic Park, Ice Arena, and Community Center, with an increase of 39'o use in each area for 2012. 2. increase program participation for 2012 by 2-4% through increased registration and new program development. 3. Develop comprehensive preventative maintenance and replacement programs for Aquatic Park, Ice Arena, and Community Center. Actual Actual Budgeted Requested 2009 2010 2011 2012 Total Revenues $ 1,016,010 $ 1,007,475 $ 1,052,870 $ 1,070,445 Expenditures $ 2,176,034 $ 2,265,859 $ 2,421,910 $ 2,365,905 Population 34,691 37,076 37,223 37,370 Expenditure/Capita $62.73 $61.11 $65.06 $63.31 Ice Revenue $ 296,708 $ 288,360 $ 321,050 $ 326,150 Ice Expenditures $ 420,312 $ 414,575 $ 439,570 $ 423,240 Aquatic Revenue $ 186,623 $ 202,741 $ 210,000 $ 197,000 Aquatic Expenditures $ 449,531 $ 478,526 $ 481,900 $ 510,116 i28 Staff 2009 2010 2011 2012 Recreation Director 1 1 1 1 Recreation Supervisor 4 4 4 4 Secretary 1 1 1 1 Office Service Worker 1 1 1 1 OBJECT DESCRIPTION: Description of lines items: � Salaries (Full-Time): Includes share of Maintenance and reduction in custodial salaries. Salaries (Part-Time): Lifeguards and Water Safety instructors (45); Recreation Program Activity Leaders (25); Community Center Staff (20), Ice Arena Staff (10); Teen Center Staff (10), and Outdoor Rink Attendants (10), includes reduction in custodial fees. Total: $460,860. Operating Supplies (6202): Items used in the daily operation of the Aquatic Park, Ice Arena, and Community Center, park development, natural resources including: pool chemicals; paper products; cleaning supplies; cooling tower chemicals; fitness equipment; skates for rental; park design materials; wristbands. Increases in 2012 include one-time expenditures such as a vacuum ($2300), and AED($2200) for the pool and movie screen for Huber Park($10,000). Total: $112,650. Building Maintenance Professional Services (6315�: Ongoing maintenance and operation of buildings, including mechanical service contracts for heating, . cooling, electrical, refrigeration equipment, elevators, rodent control, fire alarm and security system monitoring and testing. Increases in 2012 include ane-time expenditures including replacement of marmoleum (rubber} flooring ($14,000) and electrical extension to poot shelter and flag pole ($5,450).Total: $80,500. Performers/Instructors Professional Services (6325): Performers for concerts in the Parks, Teen Center, and special events, Independent contractors for youth and adult recreation programs. Total: $42,800. Other Professional Services (6327): Admissions for senior and youth trips; admission for ski club; Sports camps contract fees; WSt fees; also includes BCA background checks ($2,500); Custodial Fees for Community Center($38,600); and pool welding repairs ($3000). Total: $67,325. Utilities (6360): Water, sewer, natural gas, electricity, and storm sewer for the Aquatic Park, Ice Arena, and Community Center. Total: $181,600. (Gas reduced for CC & IA by $38,400 in 2012) 129 R5509BUD SH005P1V CITY OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget RepoR Page - 36 Fiscai Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Finai Proposed Object Code / Description Amount Amount Actual Budget Budget 67 RECREATION 6000 EXPENDITURES 6001 WAGES 8 BENEFITS 6002 WAGES 521,647 420,719 550,690 518,510 6005 OVERTIME-FT 1,706 161 1,700 1,700 6015 WAGES - PART TIME/TEMP 424,413 372,391 449,410 460,860 6017 OVERTIME-PART TIME/TEMP 8,370 5,651 9,350 9,200 6002 WAGES 956,137 798,922 1,011,150 990,270 6100 BENEFITS 6122 PERA 51,926 42,562 56,770 54,730 6124 FICA 70,690 59,029 77,360 75,760 6135 HEALTH 71,946 59,640 93,650 97,000 6139 POST EMPLOYMENT HEALTH PLAN 2,647 1,996 2,100 2,100 6140 LIFE/LTD 1,727 1,352 2,580 2,580 6145 DENTAL 3,575 2,817 3,360 3,360 6160 UNEMPLOYMENT 202 935 6170 WORKERS COMPENSATION 15,714 14,003 29,770 30,070 6180 COMPENSATED ABSENCES 10,233 16,000 16,000 6100 BENEFITS 228,581 182,335 281,580 281,600 6001 WAGES & BENEFITS 1,184,718 981,257 1,292,740 1,271,870 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 63,364 43,061 85,550 112,650 6210 OFFiCE Sl1PPL�ES 6,162 2,203 10,550 10,550 6211 RECREATION SUPPLIES 32,275 26,439 39,390 40,360 6212 UNIFORMS/CLOTHING 6,001 3,737 3,400 5,800 6213 FOOD 446 293 6222 MOTOR FUELS & LUBRICANTS 5,064 2,982 5,700 6,270 6230 BUILDING MAINT SUPPLIES 22,670 29,812 32,75D 33,750 6240 EQUTAMENT MAINTENANCE 2,611 3,354 6,350 6,700 6250 MERCHANDISE 13,856 21,257 14,250 16,30D 6201 SUPPLIES & SERVICES 152,448 133,138 197,940 232,380 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 9,108 2,172 6315 BUILDING MAINT. 90,561 71,742 79,700 28,500 6316 EQUIPMENT MAINTENANCE 10,272 5,793 2,100 2,210 6324 TRANSPORTATION 6,838 6,820 7,900 7,900 6325 PERFORMERS/ INSTRUCTORS 44,643 35,815 38,120 42,800 6326 CLEANING SERVICES 15,789 52,000 6327 OTHER PROF SERVICES 32,207 7,490 24,750 67,330 6300 PROFESSIONAL SERVICES 193,629 145,622 152,570 200,740 6330 COMMUNICATIONS 6332 POSTAGE 5,737 3,766 7,310 7,990 6334 TELEPHONE 8,523 7,485 7,3d0 9,150 6336 PRINTING/PUBLISHING 21,342 10,117 34,770 24,650 6338 ADVERTISING 4,825 2,165 11,580 6330 COMMUNICATIONS 40,427 23,542 49,380 53,370 6350 INSURANCE 6352 LIABILITY 22,550 13,364 21,010 15,697 130 R55096UD SH005P1V CIT'Y OF SHAKOPEE 11/29/201112:23:13 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 37 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6354 PROPERTY 22,827 22,229 23,980 22,229 6356 AUTO 235 235 300 235 6350 INSURANCE 45,612 35,828 45,290 38,161 6360 UTILIN SERVICE 6362 ELECTRIC 116,595 88,726 127,160 127,170 6364 WATER 14,285 12,428 5,630 5,420 6365 GAS 43,534 29,085 79,360 40,960 6366 SEWER 3,946 2,325 4,060 3,750 6368 STORM 3,601 2,299 4,340 4,330 636� UTILITYSERVICE 181,961 134,864 220,550 181,630 6400 RENTALS 6410 SOFTWARE-ANNUAL FEES 17,474 31,747 37,710 35,700 6420 EQUIPMENT RENT 2,761 170 2,400- 1,370 6425 EQUIPMENT RENT (IS FUND) 7,680 3,900 7,680 6,930 6430 BUILDtNG RENT (IS FUND) 420,060 325,060 390,080 312,064 6435 OTHER RENT 1,219 5,000 6400 RENTAIS 449,195 360,877 433,070 361,064 6470 DUESlTRAINWG/TRAVEL 6472 CONFERENCE/SCHOOUTRAINING 3,217 3,533 5,080 5,830 6475 TRAVELlSUBSISTENCE 905 1,935 3,720 4,020 6480 DUES 3,838 4,259 11,220 6,490 6490 SUBSCRIPTIONSlPUBIICATIONS 350 350 6470 DUESfTRA1NING/TRAVEL 7,960 9,726 20,370 16,690 6200 SUPPLIESANDSERVICES 1,071,231 843,597 1,119,170 1,084,035 ' 6500 DEPRECIATION 8600 MISCELLANEOUS 6640 DESIGNATED MISCELLANEOUS , 6650 CREDIT CARD FEES 9,749 10,596 10,000 10,000 6660 CASH SHORT-OVR/BANK FEES 162 127 6640 DESlGNATED MISCELLANEOUS 9,910 10,723 10,000 10,000 6600 MISCELLANEOUS 9,910 10,723 10,000 10,000 6700 CAPITAL OUTLAY 6800 DEBT SERVICE 6000 EXPENDITURES 2,265,859 1,835,577 2,421,910 2,365,905 67 RECREATION 2,265,859 1,835,577 2,421,910 2,365,905 131 Recreation 2012 Budget 2012 2012 2012 2012 2012 2012 2012 2012 2012 2012 0671 0672 0673 0674 0675 0676 0677 0678 0679 Object # Description Rec Mgmt Aquatics Ice Arena Comm Cntr Pk Services Teen Park Dev Facilities Gen. Rec. Total Revenue 4762 Memberships $ 44,000 $ 3,500 $ 185,000 $ 232,500 4766 Daily Admissions 47,000 3,500 26,000 - 8,000 84,500 4770 Lessons 76,000 17,500 93,500 4774 Ice Rental - Taxable 65,900 65,900 4775 Ice Rental - Exempt 223,250 223,250 4780 Youth Activities 21,920 165,000 186,920 4795 Aduit Activities �2,880 48,000 60,880 4796 Room Rentals 10,000 1,750 11,750 4798 Park Facility Rental 24,000 24,000 � 4799 Park Field Rental 500 500 4800 Skate Sharpening 2,000 2,000 4809 Park Field Renta! Exempt 1,400 1,400 4810 Concession Stand 30,000 1,500 750 32,250 4812 Vending Concession Comm. 3,500 2,000 3,000 4,200 12,700 4814 Non-resident Fee 9,000 9,000 4816 Township Contributions 8,000 8,000 4817 Arena Advertising 5,000 5,000 4818 Other Rec. Fees 2,000 2,400 2,000 6,400 4840 Rents 3,000 3,000 4845 Contributions 1,000 1,000 1,000 3,000 4850 Miscellaneous 2,500 1,500 4,000 Total Revenues 6,000 197,000 326,150 241,380 26,900 40,020 - - 233,000 1,070,450 N Expenditures 6002 Wages FT- Reg. 47,710 59,830 73,800 109,310 35,360 13,670 10,100 44,500 124,230 518,510 6005 Wages FT - OT 200 500 1,000 1,700 - 6015 Wages - PT/Temp 750 152,000 75,660 131,000 13,350 28,100 60,000 460,860 6017 Wages - PT - OT 1,750 2,000 3,000 1,500 450 500 9,200 6122 PERA 3,490 9,910 8,170 12,800 3,100 2,020 730 3,250 11,260 54,730 6124 FICA 3,710 16,340 11,590 18,630 3,850 3,230 770 3,440 14,200 75,760 6135 Health 85,000 12,000 97,000 6139 PEHP 2,100 2,100 6140 Life/LTD 2,580 2,580 6145 Dental 3,360 3,360 6160 Unemployment 6170 Workers Comp 30,070 30,070 6180 Compensated Absences 16,000 16,000 6185 OPEB Total Personnel 194,770 239,830 171,220 274,940 57,160 47,470 11,600 63,690 211,190 1,271,870 6202 Operating Supplies 500 25,000 15,000 36,000 15,000 2,000 400 15,000 3,750 112,650 6210 O�ce Supplies 500 2,500 1,000 4,500 200 200 150 1,500 10,550 6211 Recreation Suppiies 100 2,700 500 1,500 240 4,800 30,520 40,360 6212 Uniforms 2,400 1,500 900 1,000 5,800 6222 Motor Fuels 690 5,500 80 6,270 6230 Building Maint Supplies 3,000 22,500 250 8,000 33,750 0671 0672 0673 0674 0675 0676 0677 0678 0679 Object # Description Rec Mgmt Aquatics Ice Arena Comm Cntr Pk Services Teen Park Dev Facilities Gen. Rec. Total 6240 Equipment Maintenance 100 2,750 3,500 350 6,700 6250 Merchandise 14,000 1,000 1,300 16,300 6315 Building Maintenance 12,500 15,000 1,000 28,500 6316 Equipment Maintenance 500 400 110 500 200 200 300 2,210 6324 Transportation 6,000 1,900 7,900 6325 Performers 2,000 300 7,000 500 33,000 42,800 6326 CleaningServices 52,000 52,000 6327 OtherProfServices 2,500 9,500 300 2,180 7,250 3,000 38,600 A,000 67,330 6332 Postage 3,400 650 500 1,400 500 290 5�0 750 7,990 6334 Telephone 1,300 1,950 1,000 1,000 600 300 3,000 9,150 6336 Printing/Publishing 14,000 2,000 300 2,750 1,100 500 500 3,500 24,650 6338 Advertising 1,200 2,500 700 3,500 1,180 750 1,750 11,580 6352 Liability insurance 6,714 2,793 2,500 3,690 - 15,697 6354 Property Insurance 12,453 4,423 5,353 22.2z9 6356 Auto Insurance 235 235 6362 Electric Service 16,100 44,430 66,640 127,170 6364 Water 850 1,830 2,740 5,420 6365 Gas 960 16,000 24,000 40,960 6366 Sewer 880 1,150 1,720 3,750 6368 Storm 1,210 1,250 1,870 4,330 � 6410 Software 14,000 2,200 4,300 9,500 1,900 _ _ 3,800 35,700 w 6420 Equipment Rent 300 220 150 400 300 1,370 6425 Equipment Rent (IS Fund) 1,260 5,670 6,930 6430 Buiiding Rent (IS Fund) 116,328 78,296 117,440 312,064 6435 Other Rent 5,000 5,000 6472 Conference/School/Training 2,000 1,080 500 1,250 1,000 5,830 6475 TravelJSubsistence 2,000 400 600 320 700 4,020 6480 Dues 1,300 1,150 810 2,310 310 310 300 6,490 6490 Subscriptions/Publications 300 50 350 6650 Credit Card Fees 10,000 10,000 Total Supplies & Services 62,299 242,504 229,119 79,173 29,760 26,600 4,700 329,060 90,820 1,094,035 6740 Capital Expenditures - Total Expenditures 257,069 482,334 400,339 354,113 86,920 74,070 16,300 392,750 302,010 2,365,905 Expenditures over Revenues $ (251,069) $ (285,334) $ (74,189) $ (112,733) $ (60,020) $ (34,050) � (16,300) $ (392,750) $ (69,010} $ (1,295,455) CITY OF SHAKOPEE 2012 GENERAL FUND BUDGET DIVISION: UNALLOCATED ACTIVITY: This division accounts for costs not readily chargeable to other departments, and transfers to other funds. OBJECT DESCRIPTION: Description of lines items: Contingency (6680): Contingency appropriation for the General Fund, Ryan Abatement. 134 R55096UD SHOO5PIV CITY OF SHAKOPEE 12/2l2011 7:24:51 By Co, Div (pb), Object (1 Yr Bdgt) - Portrait Budget Report page - 39 Fiscal Period: 10 / 11 Levei Of Roilup 7 2009 2010 10l31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actuai Budget Budget 91 UNALLOCATED 6000 EXPENDITURES 6001 WAGES & BENEFITS 6100 BENEFITS 6200 SUPPUES AND SERVICES 6201 SUPPLIES & SERVICES 6210 OFFICE SUPPLIES a75 6201 SUPPLIES & SERVICES 875 6300 PROFESSIONAL SERVICES 6330 COMMUNICATIONS 6336 PRINTING/PUBLISHING 79 � 6330 COMMUNICATIONS 79 � 6350 INSURANCE 6352 LIABILITY 40,000 40,000 63501NSURANCE 40,000 40,000 6200 SUPPLIES AND SERVICES 1,672 40,000 40,000 6500 DEPRECIATION 6600 MISCELLANEOUS 6640 DESIGNATED MISCELLANEOUS 70,019 61,339 80,000 85,000 6680 CONTINGENCY 6681 CONTINGENCY SQ000 50,000 6685 CONTINGENCY-DESIGNATED 75,306 SQ000 50,000 6680 CONTINGENCY 75,306 100,000 100,000 6600 MISCELLANEOUS 75,306 70,019 61,339 180,000 185,000 6700 CAPITAL OUTLAY 6800 DEBT SERVICE 6000 EXPENDITURES 75,306 70,019 63,011 220,000 225,000 91 UNALLOCATED 75,306 70,019 63,011 220,000 225,000 01000 GENERAL FUND 16,030,689 18,724,832 14,979,218 20,175,640 20,120,671 135 SPECIAL REVENUE FUNDS Special Revenue Funds are used to account for the proceeds of specific revenue sources designated to finance particular activities as required by law or administrative regulation. Established in 1984, the Transit Fund accounts for the van pools, dial-a-ride and express services provided by the City after opting out of the Metropolitan Transit Commission's � service. Transit services continue to be monitored as recent Metropolitan Council actions impact the planning and operations of this fund. Economic Development Authoritv (EDA) Fund accounts for the activities of that body. The EDA has approved a preliminary levy of $ 80,000, specific to development related activities. 137 CITY OF SHAKOPEE 2012 BUDGET SPECIAL REVENUE FUNDS BUDGET SUMMARY TRANSIT EDA TOTAL Revenue Taxes $ - $ 80,000 $ 80,000 Intergovernmental 719,140 - 719,140 - Charges for Service 237,700 - 237,700 Miscellaneous - ' Interest 42,000 10,000 52,000 Total Revenue 998,840 90,000 1,088,840 Expenditures General Government 41,989 41,989 Public Works 1,240,547 1,240,547 Recreation - Total Expenditures 1,240,547 41,989 1,282,536 Excess (Deficiency) of Revenues over Expenditures (241,707) 48,011 (193,696) Transfer in ' ' Transfer Out (11,200) (11,200) (22,400) Excess (Deficiency) of Reveues and Transfers Over Expenditures and Transfers (252,907) 36,811 (216,096) Fund Balance January 1 1,707,096 497,865 2,204,961 Fund Balance December31 $ 1,454,189 $ 534,676 $ 1,988,865 139 CITY OF SHAKOPEE 2012 TRANSIT FUND BUDGET DIVISION: COMMUNITY DEVELOPMENT MISSION STATEMENT: Provide quality transit services for a growing community with growing transportation needs. ACTIVITIES: The major activities include: ■ Operation of Shakopee's portion of the BlueXpress commuter service (Route 490) and Express Shuttle (Route 498), as well as partner in the maintenance of the Southbridge Crossings Transit Station and Eagle Creek Station park and ride facilities; ■ Operation of the Shakopee Circulator (Route 496) ■ Operation of the Shakopee Summer Shuttle The City does not operate the listed services directly, but contracts with Schmitty & Sons Transit Inc. for the BlueXpress service; Scott County Transit for the Circulator, Express Shuttle and Summer Shuttle service period. �oa�s: 1. Provide high quality, efficient and time(y transit service options to residents of Shakopee and Scott Countjr. 2. Cooperate with other transit providers, (ocal, regional and state agencies to expand the transit options that are available, and to improve connectivity between transit services in the Region. MEASUREMENT OF GOALS: Transit performance is measured a in a variety of ways. There are, for example, regional standards for per passenger subsidy ratios, and the performance of the City's services are tracked and routinely reported to the Metropolitan Council. Performance, vis-a-vis customers is, also measured through the administration of periodic rider surveys. Staff 2009 2010 2011 2012 Community Development Director 0.2 0.2 0.2 0.2 Planner 1 0.4 0.8 0.8 0.7 BUDGET CONSIDERATIONS— 2013 AND BEYOND: On July 20, 2011 Governor Dayton signed into law a transportation funding bill that further reduces revenue available to suburban transit providers, including Shakopee. The City of Shakopee received approximately $793,000 in MVST revenues in FY 2011. Based on the funding bill that was approved, this amount would be further reduced by about $79,000 in FY 2013. With the further reductions in the transportation bill, this amount will be reduced to about $714,000 in FY 2013. Total operational costs in the draft 2012 Shakopee transit budget are $1,075,600 (this includes contract service to Schmitty's and Scott County principally for the BlueXpress, Shuttle and Circulator). The estimated 2012 total transit budget for Shakopee, including personnel costs, is $1,214,220. The estimated fare revenue for 2012 is $237,700. Thus, the shortfall between revenues ($956,700) and expenses ($1,214,220), based on these numbers, is $257,520. 1 140 Based on the projected shortfalls, the City of Shakopee will consider the impacts on both existing and pianned future service, including: ■ Etimination of the Shutt{e Service for the BlueXpress; ■ Deferral of purchase of three buses for the BlueXpress to serve the Eagle Creek Station; ■ Reduction of maintenance contributions in the future for the Eagle Creek and Marschall Road park and ride facilities; and ■ Possibte cuts in the Circufator service. 2 141 R55096UD SH001P1V CITY OF SHAKOPEE 11/30/2011 7:50:38 By Company (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 1 Fiscal Period: 10 ! 11 Level Of Rollup 7 2009 2010 10/31l2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 02140 TRANSIT 4000 REVENUES AND EXPENDtTURES 4001 REVENUES 4005 TAXES 4010 PROPERTY TAX 4011 CURRENT PROPERTY TAX 9 " 4010 PROPEftTY TAX 9 ' 4005 TAXES 9 " 4200 LICENSES AND PERMITS 44001NTERGOVERNMENTAL 4450 STATE GRANTS & AIDS 863,760- 693,236- 571,786- 667,000- 719,140- 4450 STATE GRANTS &AIDS 863,760- 693,236- 571,786- 667,000- 719,140- 4400 INTERGOVERNMENTAL 863,760- 693,236- 571,786- 667,000- 719,140- 4500 CHARGES FOR SERVICE 4670 PUBLIC WORKS 4690 TRANSIT FARES 29,993- 375,485- 69,52& 30,000- 237,700- 4670 PUBLIC WORKS 29,993- 375,485- 69,526- 30,000- 237,700- 4500 CHARGES FOR SERVICE 29,993- 375,485- 69,526- 30,000- 237,700- 4830 MISCELLANEOUS 4832 INVESTMENT INCOME 4833 INTEREST 62,944- 39,678- 11,890 42,000- 42,000- 4832 INVESTMENT INCOME 62,944- 39,678- 11,890 42,000- 42,000- 4830 MISCELLANEOUS 62,944- 39,678- 11,890 42,000. 42,000- 4960 PROCEEDS FROM DEBT �SSUED 4001 REVENUES 956,697- 1,108,408- 629,429- 739,OOQ- 998,840- 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 28,011 27,776 24,849 26,000 60,000 6002 WAGES 28,011 27,776 24,849 26,000 60,000 6100 BENEFITS 6122 PERA 1,841 1,945 1,802 1,890 4,350 6124 FICA 1,901 1,856 1,703 1,99D 4,590 6135 HEALTH 2,884 3,146 3,338 5,160 5,160 6139 POST EMPLOYMENT HEALTH PLAN 97 81 83 100 10D 6140 LIFE/LTD 117 73 77 120 120 6145 DENTAL 137 115 123 140 140 6170 WORKERS COMPENSATION 178 180 133 180 6100 BENEFITS 7,155 7,396 7,258 9,580 14,460 6001 WAGES & BENEFITS 35,166 35,172 32,107 35,580 74,460 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6210 OFFICE SUPPLIES 100 151 20a 200 6222 MOTOR FUELS & LUBRICANTS 8,444 10,000 10,000 6201 SUPPLIES & SERVICES 8,544 151 10,200 10,200 142 R5509BUD SH001P1V CITYOFSHAKOPEE 11/30120117:50:38 By Company (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 2 Fiscal Period: 10 / 11 Level Of Roilup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6300 PROFESSIONALSERVICES 6310 ATTORNEY 160 2,023 547 6315 BUILDING MAINT. 348 58,140 20,254- 17,000 40,000 6316 EQUIPMENT MAINTENANCE 1,043 1,462 6324 TRANSPORTATION 1,001,991 1,048,791 817,845 1,�75,860 1,075,860 6327 OTHER PROF SERVICES 45,597 8,326 6300 PROFESSIONAL SERVICES 1,049,139 1,118,741 798,138 1,092,860 1,115,860 6330 COMMUNICATIONS 6336 PRINTING/PUBLISHING 2 2� 6338 ADVERTISING 6,678 7,529 5,734 30,000 20,000 6330 COMMUNICATIONS 6,679 7,550 5,734 30,000 20,000 6350 INSURANGE 6352 LIABILITY 8,023 8,670 7,397 9,500 7,397 6350 tNSURANCE 8,023 8,670 7,397 9,500 7,397 636� UTILITY SERVICE 6362 ELECTRIC 334 615 150 350 636� UTILITY SERVICE 334 615 150 350 64�0 RENTALS 6430 BUILDING RENT (IS FUND) 4,416 3,480 4,180 4,130 6400 RENTALS 4,416 3,480 4,180 4,130 6470 DUESfiRAtNINGffRAVEL ' 6G72 CONFERENCE/SCHOOL(fRAINING 600 500 6G75 TRAVEUSUBSISTENCE 125 40 500 500 6480 DUES 5,574 7,040 6,001 7,500 7,500 647U DUESlTRAINING(fRAVEL 5,574 7,165 6,041 8,600 8,500 6200 SUPPLIESANDSERVICES 1,078,294 1,147,307 820,941 1,155,690 1,166,087 6500 DEPREC{ATION 6600 MISCELLANEOUS 6700 CAPITAL OUTLAY 6800 DEBT SERVlCE 6840 DEBT SERVICE INTEREST 6000 EXPENDITURES 1,113,460 1,182,479 853,048 1,191,270 1,240,547 8005 TOTAL TRANSFERS IN 8010 OPERATING TRANSFERS IN 8050 TOTAL TRANSFERS OUT 8052 TRANSFERS OUT 8053 TRANSFERS OUT 11 11,2�0 11,200 11,200 8052 TRANSFERS OUT 11,200 11,200 11,200 11,200 8080 RESIDUAL EQUITY TRANSFERS 143 R55098UD SH001P1V CITY OF SHAKOPEE 11/30/2011 7:50:38 By Company (pb), Objeci (1 Yr Bdgt) - Portraif Budget Report Page - 3 Fiscal Period: 10 / 11 tevel Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 8050 TOTAL TRANSFERS OUT 11,200 11,200 11,200 11,200 4000 REVENUES AND EXPENDITURES 167,963 85,272 223,627 463,470 252,907 02140 TRANSIT 167,963 85,272 223,627 463,470 252,907 144 Transit 2011 - 2012 Budget 2140 2143 2144 2145 2146 Object # Description Transit Van Pool Circulator Park & Ride Express Total 6002 Wages FT - Reg. $ 60,000 $ 60,000 6122 PERA 4,350 4,350 6124 FICA 4,590 4,590 6135 Health 5,160 5,160 6139 Post Employmer�t Health 100 100 6140 Life/LTD 120 120 6145 Dental 140 140 6170 Workers Compensation - - Total Personnel 74,460 - - - - 74,460 6210 Office Supplies 200 200 6222 Motor Fuels & Lubricants 10,000 10,000 6240 Equipment Maintenance ' 6310 Attorney ' 6315 Buiiding Maintenance 40,000 40,000 6316 Equipment Maintenance ' 6324 Transportation 58,050 360,000 657,810 1,075,860 6327 Other Prof Services ' 6336 Printing/Publishing ' 6338 Advertising 20,000 20,000 6350 Insurance - 6352 Liability Insurance 7,397 7�39� 6362 Electric Service ' 6430 Building Rent (IS Fund) 4,130 4,130 6472 Conf / School / Training 500 500 6475 Travel/Subsistence 500 500 6480 Dues 7,500 7,500 Total Supplies & Services 40,227 68,050 360,000 40,000 657,810 1,166,087 6710 Capital Expenditures - Total $ 114,687 $ 68,050 $ 360,000 $ 40,000 $ 657,810 $ 1,240,547 145 CITY OF SHAKOPEE 2012 EDA FUND BUDGET DESCRIPTION DIVISION: COMMUNITY DEVELOPMENT MISSION STATEMENT: ■ Enhance the quality of life in Shakopee by expanding and strengthening the local economy; ■ lncrease the number of jobs available in the City; ■ Broaden the City's tax base; ■ Increase the City's revenue base by facilitating the preservation, expansion, creation and attraction of quality businesses and related jobs. ACTIVITIES: The major activities include: ■ Work with the Economic Development Advisory Committee (EDAC), City Council/EDA to develop and implement new strategies and programs to accomplish the EDA's mission. ■ Respond to inquiries related to providing assistance and/or incentives related to the possible creation, location or expansion of businesses. ■ Administer the Improvement Loan Program (ILP� when funded. The City Administrator is also the EDA Executive Director. The activities of the EDA are largely carried out by the Community Development Director with the assistance of other members of the Planning staff, and as needed, with the City's economic deve{opment consultant.. MEASUREMENT OF GOALS: It is expected that the EDAC may develop specific goal recommendations and related means of measuring success in attaining the goals ultimately adopted by the EDA. BUDGET CONSIDERATIONS — 2013 AND BEYOND: ■ As a part of 2012 budget discussions, the Council will be discussing the role of, and size of the RLF and Improvement Loan Fund. It is assumed that these will be evaluated with each budget cycle in terms of the effectiveness of these programs, and whether they should be increased or reduced in size. These decisions will clearly have an impact on the EDA levy, and by extension the EDA budget, as this would be the principal source for these two funds.. ■ In the future, should the Council determine that more staff time is needed to implement the plans developed by the EDAC and adopted by the Council, such decision would cleariy impact the size of the EDA budget. 147 R55096UD SH001P1V CITY OF SHAKOPEE 11/30/2011 8:11:22 By Company (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 1 Fiscal Period: 10 ! 11 Level Of Roilup 7 2009 2010 10/31l2011 2011 2012 Actual Actual YTD Final Proposed Object Gode / Description Amount Amount Actual Budget Budget 02190 EDA 4000 REVENUES ANO EXPENDITURES 4001 REVENUES 4005 TAXES 4010 PROPERTY TAX 4011 CURRENT PROPERTY TAX 76,723- 1,699 80,000- 4012 DELINQUENT PROPERTY TAX 1,706- 1,670- 4013 MARKET VALUE CREDIT 691- 4015 FISCAL DISPARITIES 1,930- 121 72- 4020 MOBIL HOME TAX �- 4025 PILOT �' 4031 EXCESS TAX INCREMENT 298- 2,248- 4�1� PROPERTY TAX 81,355- 150 2,320- 80,000- 4005 TAXES 81,355- 150 2,320- 80,000- 4200 LICENSES AND PERMITS 44001NTERGOVERNMENTAL 4450 STATE GRANTS & AIDS 4482 COUNTY GRANTS/AIDS 33,713- 4450 STATE GRANTS & AIDS 33,713- 4400 INTERGOVERNMENTAL 33,713- 4500 CHARGES FOR SERVICE 4510 ADMINISTRATIVE CHARGES 4830 MISCELLANEOUS 4832 INVESTMENT INCOME 4833 INTEREST 15,236- 13,423- 3,560 10,000- 10,000. 4832 INVESTMENT INCOME 15,236- 13,423- 3,560 10,000- 10,000- 4830 MISCELLANEOUS 15,236- 13,423- 3,560 10,000- 10,000- 4001 REVENUES 130,304- 93,273- 1,240 10,000- 90,000- 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 8,441 11,835 15,275 8,0�0 10,9�0 6015 WAGES - PART TIMFJTEMP 46 198 415 6002 WAGES 8,487 12,033 15,690 8,000 10,900 6100 BENEFITS 6122 PERA 552 845 1,119 590 790 6124 FICA 553 790 1,064 610 830 6135 HEALTH 963 1,398 1,715 350 350 6139 POST EMPLOYMENT HEALTH PLAN 27 34 36 30 30 6140 LIFE/LTD 36 34 37 40 4U 6145 DENTAL 38 49 54 40 40 6170 WORKERS COMPENSATION 57 80 89 60 80 6100 BENEFITS 2,225 3,230 4,113 1,720 2,140 6001 WAGES & BENEFITS 10,712 15,263 19,803 9,720 13,040 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6210 OFFICE SUPPLIES 100 218 22 100 100 149 R55096UD SH001P1V CITY OF SHAKOPEE 11/30/2011 8:11:22 By Company (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 2 Fiscal Period: 10 / 11 Level Of Rollup 7 200g 2010 10(31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code ! Description Amount Amount Actuai 8udget Budget 6201 SUPPLIES & SERVICES 100 218 22 100 100 6300 PROFESSIONAL SERVICES 6310 ATTORNEY 323 384 293 6,000 1,000 6327 OTHER PROF SERVICES 114 54 322 25,000 20,000 6300 PROFESSIONAL SERVICES 437 438 615 31,000 21,000 6330 COMMUNICATIONS 6332 POSTAGE 1 1 150 6334 TELEPHONE 150 6336 PRINTING/PUBLISHING 22 21 1,150 1,150 6330 COMMUNICATIONS 22 22 1 1,450 1,150 6350 INSURANCE 6352 LIABILITY 798 290 639 1,500 639 6350 INSURANCE 798 290 639 1,500 639 6400 RENTALS 6430 BUILDING RENT (IS FUND) 3,480 4,416 3,480 4,180 4,130 6400 RENTALS 3,480 4,416 3,480 4,180 4,130 6470 DUES/TRAINING/TRAVEL 6472 CONFERENCE/SCHOOLITRAINING 500 600 6475 TRAVEUSUBSISTENCE 500 500 6480 DUES 530 530 6490 SUBSCRIPTIONS/PUBLICATIONS 250 300 6470 DUES/TRAINING/TRAVEL 1,780 1,930 6200 SUPPLIES AND SERVICES 4,836 5,384 4,757 40,010 28,949 6500 DEPRECIATION 6600 MISCELLANEOUS 6640 DESIGNATED MISCELLANEOUS 78,305 13,865 850 6600 MISCELLANEOUS 78,305 13,865 850 6800 DEBT SERVICE 6000 EXPENDITURES 93,854 34,512 25,410 49,730 41,989 8005 TOTALTRANSFERSIN 8010 OPERATING TRANSFERS IN 28,468- 8019 TRANSFER IN CAPITAL PROJECT FD 4,252- 2,822- 8010 OPERATING TRANSFERS IN 32,720- 2,822- 8005 TOTALTRANSFERS IN 32,720- 2,822- 8050 TOTAL TRANSFERS OUT 8052 TRANSFERS OUT 8053 TRANSFERS OUT 19,200 11,200 11,200 11,200 8052 TRANSFERS OUT 19,200 11,200 11,200 11,200 8050 TOTALTRANSFERSOUT 19,200 11,200 11,200 11,200 4000 REVENUES AND EXPENDITURES 49,970- 29,617 26,651 50,930 36,811- 150 R5509BUD SH001P1V CITY OF SHAKOPEE 11/30/2011 8:11:22 By Company (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 3 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 02190 EDA 49,970- 29,617 26,651 50,930 36,811- 151 . . t _ DEBT SERV{CE FUNDS ACTIVITY: To account for the activity of servicing general obligation debt, paid for by tax levy and special assessments. Any residual balances in debt service funds are transferred to the Capital Improvement Fund. Debt service prepayments from special assessments and existing cash position have allowed for reductions in pervious and current year levies. 153 CITY OF SHAKOPEE, MINNESOTA 2012 BUDGET DEBT SERVICE FUNDS 2004A 2004B 2004C 2004D 2006A 2007A 2007B 2008A 2010A Improve Bldg Ref Improve Bldg improve Improve Improve Improve Improve Total 3034 3U35 3036 3037 3038 3039 3040 3041 3042 Maturity Date of Debt 2/1/2025 211/2017 2/1/2015 2/1/2025 2I1/2017 2/1/2017 211/2018 2i1/2019 2i1i2021 Cash Balance 350,290 167,501 616,506 (727) 852,543 77,513 382,261 395,006 135,823 2,995,451 SA Balance- Deferred Revenue 2,169,496 512,219 297,377 929,432 91,265 617,354 343,937 4,961,080 Tax Balance Deferred Revenue 4,875 5 2 x � . , `' _ ` ` � �a .�<n . ... .�� � . .,:ti. � . ...��.._. .. ��� �. �,; � ,,.,., ,i r... .,..,, "r. ,..., ,.,., _ .... � ,�;,..,. . �. .,,.�.. _ .... .��W. ...�.ab. ,.....-x.. .....,� <..._ Property Tax Revenue - 59,801 - 59,801 �� Special Assessment Principal 143,739 32,048 35,546 73,147 9,921 60,379 28,016 404,661 Special Assessment Interest - 10 10 SA Prepay 272 12 688 866 19 549 7 416 40 791 ; t :; �, ; , ; s �, Principal Payments Remaining � 1,950,000 1,245,000 1,020,000 4,660,000 �� 2,160,000 930,000 1,040,000 1,615,000 1 16,145,000 i Interest f2emaining 396,160 154,366 78,547 1,351,967 263 200 113 000 169 000 290 238 161 418 2 977 895 `` � .. :.. .. . ...: . ... .. :!� . ,. , .c . , ::",. ,. : . . . .,`. , . .,°: < . . v,� _ �..:;'� : 1;ti� s,u ,...,�, �w��::<.�, �, ,r;;<`; Levy Year 2010 250,261 139,994 465,812 �� 343,672 7,784 95,204 �� 149,414 137,440 1,589,580 Debt Levy Cancellation 2010 130,261 139,994 465,812 343 672 7,784 95 204 149 414 1 332 141 , �_ : � :. . ,�_ _ , � � Levy Year 2011 ��� � 248,528 �� 142,822 467,744 34 � � � � � � �; �s ± � �, � < � � N . . ..r e .., � �.r c. 7 � r. ._ ,1�e . .,� �. . . .. . _. . ,.. . ..,. a . . . _ �.�. .. . . 4,187 � 6,504 � 87,853 �� 151,900 � 136,507 1,586,045 Debt Levy Cancellation 2011 118,528 142,822 467,744 344,187 87,853 1,161,134 � Debt Service Levy Collected 424,911 cn CAPITAL PROJECT FUNDS Capitai Project Funds are estabfished to account for the construction of major capital facilities. Projects resources are a combination of several revenue sources such as bond proceeds, inter-fund transfers, intergovernmental revenue, grants, etc. These funds provide the means for administrators to ensure that designated revenues are appropriately uti{ized. The Park Reserve Fund is for park acquisition and improvements. The Capital Improvement Fund is for various projects in the City as detailed on the summary sheet. 157 CITY OF SHAKOPEE 2012 BUDGET CAPITAL PROJECTS FUNDS BUDGET SUMMARY Park Res. CIF Fund Fund Total Sources Taxes � - � - � " Special Assessments 255,000 255,000 Excel Agreement - Licenses & Permits 100,000 100,000 Intergovernmental - Miscellaneous 180,000 180,000 Interest 7,000 7,000 Total Revenue 107,000 435,000 542,000 Uses Street and Highway 2,900,000 2,900,000 Recreation 508,000 508,000 Public Safety ' Total Expenditures 508,000 2,900,000 3,408,000 Transfers in 2,465,000 2,465,000 Transfers out ' Excess (deficiency) of Sources over Uses and Transfers $ (401,000) $ - $ (401,000) Cash Balance $ 740,583 $ 4,977,135 $ 5,717,718 159 CITY OF SHAKOPEE 2012 BUDGET PARK RESERVE FUND 2009 2010 10I31/2011 2012 Actual Actual YTD Actual Budqet Revenue Licenses & Permits Park Dedication Fee $ 21,360 $ -'$ 22,950 $ 100,000 Excel Agreement 440,900 440,900 - - Intergovernmental State Grant Miscellaneous 1,787 2,340 interest (800) 32,566 (855) 7,000 Contributions Total Revenues 463,247 475,806 22,095 107,000 Expenditures Riverside Bluffs 88,040 500,000 Soccer Compfex 28,053 52,500 Southbridge Park & Trail Dvip 3,563 Huber Park 4,956 Archery Range 5,006 Quarry Reuse Project 11,315 Providence-Westchester Park 31,520 Greenfisld/Park Meadows 629,158 Providence/Westchester 612 Quarry Lake 2,130 Shutrop Park Tunnel Fencing Dog Park Park Signage 8,000 Small trail projects Construction Related Costs 70,155 1,934 Total Expenditures 39,314 122,655 766,973 508,000 Intertund Loan (227,500) (1,505,000) Transfer In 2,500,000 Excess (deficiency) of Sources over Uses $ 196,433 $ 1,348,151 $ (744,878) $(401,000) Cash Balance 12/31 $ 233,635 $ 3,323,916 $ 1,141,583 $ 740,583 1so CITY OF SHAKOPEE, MINNESOTA 2012 BUDGET CAPITAL IMPROVEMENT FUND 2009 2010 10/31/2011 2012 Actuat Actual YTD Actual Budqet Revenue Tax Levy/Bonds $ - $ 753 $ - Special Assessments 169,623 351,042 169,202 255,000 Intergovernmental State Aid Construction 1,402,019 - Interest 119,203 103,640 (33,828) MiscellaneousiDonations 14,000 180,000 Total Revenues 288,826 1,871,454 135,374 435,000 Expenditures Church Add. Overlay 132,696 1,081 Wood Duck Trail Street 440,000 CR 101 Trail ext. Railroad Signals/Improvements 31,308 198,�52 CSAH 21 Fuller St Trail Ext. 125,710 892,510 1,493 CR 18 Trail 3,997 6,212 3,378 70,000 CR 83 321,501 County Road 69 Improvements 3,476 600,000 2010 Overlay 7,052 2011 Overlay 671,752 2012 Overlay A 530,000 2012 Overlay B 320,000 2012 Overlay Veirling Drive 530,000 2012 Overlay Seckrich 160,000 Miscellaneous 17,383 321 162 250,000 Total Expenditures 311,094 1,228,677 878,313 2,900,000 Bond Proceeds 48,820 Transfers In 417,400 General Fund 1,860,000 State Aid 4,267,434 Sewer 205,000 Storm 50,000 400,000 Transfers Out (3,224,346) (398,700) Excess (deficiency) of Sources over Uses ($22,268) $2,202,085 ($1,141,639) $0 Cash Balance 12131 $3,590,804 $5,432,944 $4,977,135 $4,977,135 16i ENTERPRISE FUNDS The Enterprise Funds are maintained to account for the operation of the electric, water, sanitary sewer and storm drainage systems. Since the operation of these systems is financed b� user charges and are self-supporting, they are accounted for in a manner similar to private business. The Storm Drainage Fund was established by Ordinance 176 in 1985. 7he intent of the City Council is to have a cash balance to at least equal accumulated depreciation. This follows the City Auditor's recommendation. Accumulated depreciation is a reflection of historical costs of depreciable assets. Replacement cost is expected to be two to two and one half times as much as historical costs. Cash balance is also expected to have approximately 4 months of operating expenditures for cash flow purposes. The City reviews fees annually to determine appropriate revenue levels. 163 CITY OF SHAKOPEE, MINNESOTA Enterprise Funds 2012 Budget 2012 2011 Sanitary Surface Total Total Etectric Water Sewer Water Enterprise Enterprise Fund Fund Fund Fund Budgets Budgets Revenues Operating Revenue $ 38,309,000 $ 4,511,000 $ 3,183,840 $ 1,111,Q00 $ 47,114,840 $ 45,116,000 Expenses Operating Expenses 33,561,000 2,561,000 3,269,359 791,580 40,182,939 36,975,700 Depreciation 1,877,000 1,137,000 750,000 680,000 4,444,000 4,371,000 Operating Income 2,871,000 813,000 (835,519) (360,580) 2,487,901 3,769,300 Non-Operating Income 66,000 347,920 380,000 793,920 851,890 Non-Operating Expense (563,000) (563,000) (421,000) Net Income (Loss) Before OperatingTransfers 2,308,000 879,000 (487,599) 19,420 2,718,821 4,200,190 Capital Contributions - 256,000 256,000 336,000 Operating Transfers In - - OperatingTransfers Out (1,224,000) (899,000) (50,000) (50,000) (2,223,000) (2,096,000) Net {ncome (Loss) $ 1,084,000 $ 236,000 $ (537,599) $ (30,580} $ 751,821 $ 2,440,190 165 CITY OF SHAKOPEE 2012 BUDGET SANITARY SEWER FUND ACTIVITY: Activity in this enterprise fund reflects the operations of the Municipal Sanitary Sewer System. MEASUREMENT OF GOALS: Actual Actual Budgeted Requested 2009 2010 2011 2012 Televised (LF) Planned 49,897 99,534 78,000 78,000 Jetted (LF) 224,850 184,989 230,000 230,000 Jetted Root Control (LF) 8,482 7,500 7,500 7,500 Jetted (LF) Other Than Planned 10,250 8,000 3,000 3,000 Piped Relined (LF) 10,250 9,181 - 9,000 Construction Inspections 145 75 75 75 New Service Connections 188 75 100 100 Staff 2009 2010 2011 2012 Maintenance Operator 2 2 3 3 OBJECT DESCRIPTION: Description of lines items: Salaries: Share of Public Works staff/Engineering staff. Supplies and Services: Repair and maintain current sewer lines including; manhole rehabilitation or replacement, repairing lines, GIS/GPS hardware, motor fuels, safety equipment, GPS unit for vehicle. Professional Services: Attorney, engineering consultant for projects $40,000, televising $35,000, foaming $25,000, lining of sewer mains, Lift Station Maintenance, Gopher State One Call $5,000, GIS/CMMS consultant. Rentals Software IT charges and Cartegraph Building rent and equipment rent. Utility Service: Lift stations, payment to Savage for Whispering Oaks sewer. MCES Treatment Cost: Metro Council Environmenta� Services. Depreciation: Includes equipment and infrastructure. 1ss Capital Expenditures: Projects per CIP Equipment in Sewer Fund: See Capital Equipment List of Replacements 167 R55096UD SH001P1V CITY OF SHAKOPEE 12/1/2011 9:04:15 By Company (pb), Object (1 Yr Bdgt) - Portraft Budget Report page - I 1 Fiscal Period: 10 ! 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actuat Actuaf YTD Final Proposed Object Code / Description Amount Amount Aetual Budget Budget 07100 SEWER FUND 4000 REVENUES AND EXPENDITURES 4001 REVENUES 4005 TAXES 4100 SPECIAL ASSESSMENT 4110 SPECIAL ASSESSMENT PRINCIPAL 18,146- 4111 SPEC ASSESSMENT INTEREST 19,358- 14,235- 10,000- 8,000- 4100 SPECIALASSESSMENT 19,358- 14,235- , 18,146- 10,000- 8,000- 4200 LICENSESANDPERMITS 4250 PERMITS 4400 INTERGOVERN MENTAL 4410 FEDERAL GRANTS 4,935- 4450 STATEGRANTS&AIDS 1,481- 4450 STATEGRANTS&AIDS 1,481- 4400 INTERGOVERNMENTAL 6,416- 4500 CHARGES FOR SERVICE 4720 SEWER CHARGES 4721 SEWER CNARGES 2,444,144- 2,748,302- 1,716,606- 2,526,000- 2,583,840- 4723 MEl'RO SAC CHARGES 808,000- 581,100- 323,350- 500,000- 500,000- 4725 GTY SAC CHARGES 191,90�- 131,575- 68;875- 100,000- 80,000- 4735 TRUNK CHARCoE - SANITARY 22,480- 33,738- 5,609- 20,000- 20,000- 4720 SEWERCHARGES 3,466,524- 3,494,715- 2,114,440- 3,146,OOU- 3,183,840- 4750 REFUSE 4500 CHARGES FOR SERVICE 3,466,524- 3,494,715- 2,114,440. 3,146,000- 3,183,840. 4830 MISCELIANEOUS 4832 INVESTMENT INCOME 4833 INTEREST 544,252- 475,914- 96,439 353,89Q- 339,92�- 4832 INVESTMENT INCOME 544,252- 475,914- 96,439 353,890- 339,920- 4830 MISCELLANEOUS 544,252- 475,914- 96,439 353,890- 339,920- 4960 PROCEEDS FROM DEBT ISSUED 497� CAPITAL CONTR{BUTfONS 4971 CAPITAL CONTRIBUTIONS 176,647- 45,600- 4970 CAPITAL CONTRIBUTIONS 176,647- A5,600- 4001 REVENUES 4,2�6,781- 4,036,88Q- 2,038,148- 3,509,890- 3,531,760- 6000 EXPENDITURES 6001 WAGES & BENEFITS 6002 WAGES 178,816 173,832 139,152 150,780 194,340 6005 OVERTIME-FT 2,404 5,537 3,206 9,000 9,000 6010 PREMIUM PAY 23 2,000 3,200 6015 WAGES - PART TIME/TEMP 3,105 3,724 1,830 3,000 5,OOQ 6002 WAGES 184,324 183,093 144,211 194,780 211,540 6100 BENEFITS 6122 PERA 12,200 12,561 10,324 14,130 15,000 6124 FICA 12,957 12,735 1Q093 16,000 16,000 169 R5509BUD 5H001P1V CITY OF SHAKOPEE 12/1/2011 9:04:15 By Company (pb}, �bjecf (1 Yr Bdgt) - Portrait Budget Report Page - 2 Fiscaf Period: 10 / 11 Level Of Rollup 7 . - 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6135 HEALTH 28,189 32,781 24,512 29,230 32,740 6139 POST EMPLOYMENT HEALTH PLAN 884 926 729 900 900 6140 LIFE/LTD 769 642 485 930 930 6145 DENTAL 1,242 1,419 1,077 1,440 1,44Q 6170 WORKERS COMPENSATION 11,912 11,580 4,930 93,000 13,000 6180 COMPENSATED ABSENCES 3,291 6,510 4,000 3,000 6185 OPEB 3,900 6100 BENEFITS 75,345 79,i63 52,149 79,630 83,010 6001 WAGES & BENEFfTS 259,669 262,256 196,360 274,410 294,550 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 14,957 23,252 5,479 35,000 30,000 6210 OFFlCE SUPPLIES 336 345 122 1,000 500 6212 UNIFORMSJCLOTHING 2,934 1,545 � 1,867 2,500 3,000 6213 FOOD 73 44 43 6215 MATERIALS 37 1,174 2,500 2,500 6222 MOTOR FUELS & LUBRICANTS 6,032 5,987 8,712 8,500 10,000 6240 EQUIPMENT MAINTENANCE 6,204 3,409 1,845 5,000 7,000 6245' UTILITY MAINT 531 1,000 1,000 6201 SUPPLIES & SERVICES 31,104 34,582 79,242 55,500 54,000 6300 PROFESSIONAL SERVECES 6310 ATTORNEY 295 2,830 1,023 2,000 2,000 6312 ENGtNEERING CONSULTANTS 7,578 7,637 31,537 20,000 20,000 6315 BUILDING MAINT. 731 242 631& EQUIPMENTMAINTENANCE 32,919 70,036 22,555 25,000 50,000 6327 OTHER PROF SERVICES 107,954 134,485 60,758 100,000 115,000 6300 PROFESSIONAL SERVICES 149,477 214,988 116,115 147,000 187,000 6330 COMMUNICATIONS 6332 POSTAGE 40 9 . 6334 TELEPHONE 1,525 1,972 1,480 2,000 2,000 6336 PRINTING/PUBLISHING 470 265 341 500 500 6339 COMPUTER ACCESS 483 750 750 6330 COMMUNICATIONS 2,478 2,276 1,830 3,250 3,250 6350 INSURANCE 6352 LIABILITY 18,291 4,756 230 21,000 20,000 6354 PROPERTY 1,134 1,153 1,959 2,500 1,959 6356 AUTO 1,750 1,953 1,640 2,500 1,640 6350 INSURANCE 21,175 7,862 3,829 26,000 23,599 6360 UTILITY SERVICE 6362 ELECTRIC 23,352 19,046 20,000 24,000 6364 WATER 2,217 51 50 50 6366 SEWER 59,136 45,971 42,473 69,000 73,000 6369 CURRENT USE CHARGES 2,118,682 2,318,453 2,065,594 2,478,710 2,553,000 6360 UTILITY SERVICE 2,177,818 2,389,992 2,127,164 2,567,760 2,650,050 6400 REN7ALS 6410 SOFTWARE-ANNUALFEES 7,523 5,870 8,567 6,000 16,500 6420 EQUIPMENT RENT 292 3,000 3,000 6430 BUILDING RENT (IS FUNDj 12,324 15,216 25,510 30,610 30,610 17Q R55096UD SH001P1V CITYOFSHAKOPEE 12l1/2011 9:04:15 By Company (pb), Object (1 Yr Bdgt) - Portrait Budget Report Page - 3 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Actual Budget Budget 6435 OTHER RENT �52 6400 RENTALS 19,847 21,838 34,369 39,610 50,110 6470 DUES/TRAINING/TRAVEL 6472 CONFERENCE/SCHOOUTRAINING 2,171 4,431 600 6,000 6,000 6475 TRAVEUSUBSISTENCE 500 500 6480 DUES 156 191 370 200 200 6490 SUBSCRIPTIONS/PUBLICATIONS 74 37 333 100 100 6470 DUES/TRAINING/TRAVEL 2,401 4,660 1,303 6,800 6,800 6498 EXPENSE CHARGED BACK 10,923 10,867 23,670 6200 SUPPLIES AND SERVICES 2,415,223 2,687,065 2,303,851 2,869,590 2,974,809 6500 DEPRECIATION 6501 DEPRECIA710N EXPENSE 6502 DEPRECIATION EXPENSE 718,027 724,575 750,000 750,000 6501 DEPRECIATION EXPENSE 718,027 724,575 750,000 750,000 6500 DEPRECIATION 718,027 724,575 750,000 750,000 6600 MISCELLANEOUS 6610 AWARDS & DAMAGES 5,200 2,500 6600 MISCELLANEOUS 5,200 2,500 6700 CAPITAL OUTLAY 6740 EQUIPMENT 55,000 250,000 6760 IMPROVEMENTS 269,624 6700 CAPITAL OUTLAY 269,624 55,000 250,000 6800 DEB7 SERVICE 6840 DEBTSERVICEINTEREST 6000 EXPENDITURES 3,398,119 3,676,396 2,769,836 _ 3,949,000 4,269,359 8005 TOTAL TRANSFERS IN 8010 OPERATING TRANSFERS IN 8050 TOTALTRANSFERS OUT 8052 TRANSFERS OUT 8053 TRANSFERS OUT 50,000 50,000 50,000 50,000 8056 OPERATING TRANSFER/CAPITAL FD 154,782 8052 TRANSFERS OUT 204,782 50,000 50,000 50,000 8050 TOTAL TRANSFERS OUT 204,782 50,000 50,000 50,000 8100 GAIN/LOSS ON DISPOSAL OF ASSET 8101 PROCEEDS FROM SALE (GAIN/LOSS) 8102 NETBOOKVALUE 2,249 8101 PROCEEDS FROM SALE (GAIN/LOSS) 2,249 8100 GAIN/LOSS ON DISPOSAL OF ASSET 2,249 4000 REVENUES AND EXPENDITURES 603,879- 308,235- 733,688 489,110 787,599 07100 SEWER FUND 603,879- 308,235- 733,688 489,110 787,599 �7� CITY OF SHAKOPEE 2012 BUD6ET SURFACE WATER FUND ACTIVITY: Activity in this enterprise fund reflects the operations of the Municipal Storm Drainage System. MEASUREMENT OF GOALS: Actual Actual Budgeted Requested 2009 2010 2011 2012 Televised (LF) Planned 50 100 100 100 Draina e Complaints 27 15 15 15 Construction Inspections 650 375 375 375 Pondslnpsected 9 15 30 30 Control Structures Checked 5 5 5 5 Staff 2009 2010 2011 2012 Maintenance Operator 2 2 3 3 OBJECT DESCRIPTION: Description of lines items: Salaries: Share of Public Works staff/Engineering staff. Supplies and Services: Materials for maintainingjrepairing storm sewer facilities, GIS/GPS hardware, GPS unit for vehicle, motor fuels. Professional Services: Engineering consultant to update storm water plans, storm water model, review of storm water utility policy and procedures and rate study, water quality monitoring study in infiltration areas and downtown area, GIS/CMMS consultant service, Gopher State One Call, contract work for manhole/catch basin repair Rentals: Software IT charges and Cartegraph Building Rental ($30,610} and equipment rental. Utility Service: {$1,000). Depreciation: Includes equipment and infrastructure. Capital Expenditures: Projects per CIP Equipment in Surface Water Fund; See Capital Equipment List for Replacements 173 R55096U0 SN001P1V CtTYOFSHAKOPEE 12/1l2011 9:04:15 By Company (pb), Object {1 Ye Bdgt} - Portrait Budget Report Page - 4 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2a11 2011 2012 Actual Actual YTD Final Proposed Object Code / Descrip6on Amount Amount Actuai Budget Budget 07300 SURFACE WATER FUND 4000 REVENUES AND EXPENDITURES 4001 REVENUES 4005 TAXES 4010 PROPERTY TAX 4100 SPECIAL ASSESSMENT 4200 LICENSES AND PERMITS 4400 INTERGOVERN MENTAL 4450 STATE GRANTS & AIDS 4500 CHARGES FOR SERVICE 4670 PUBLIC WORKS 4680 MISC PUBLIC WORKS 37,008- 4670 PUBLIC WORKS 37,008- 4720 SEWER CHARGES 4740 STORM DRAINAGE 4745 STORM CHARGES 1,320,566- 1,187,233- 692,478- 1,091,000- 1,091,000- 4746 TRUNK CHARGE - STORM 84,994- 94,757- 44,023- 20,000- 20,000- 4740 STORM DRAIidAGE 1,4D5,560- 1,281,990- 736,501- 1,111,000- 1,111,000- 4500 CHARGES FOR SERV{CE 1,405,560- 1,28'1,990- 773,509- 1,111,000- 1,111,000- 4830 MISCELLANEOUS 4832 INVESTMENT INCOME 4833 INTEREST , 537,239- 460,295- 122,095 386,000- 380,000- 4832 INVESTMENT INCOME 537,239- 460,295- 122,095 386,000- 380,000- 4830 MISCELLANEOUS 537,239- 460,295- 122,095 386,000- 380,000- 4960 PROCEEDS FROM DEBT ISSUED 4970 CAPITAL CONTRIBUTIONS 4971 CAPITAL CONTRIBUTIONS 144,420- 399,600- 4970 CAPITAL CONTRIBUTIONS 144,420- 399,600- 4D01 REVENUES 2,087,220- 2,141,885- 651,415- 1,497,000- 1,491,000- 6060 EXPENDITURES 6001 WAGES & BENEFITS 6�02 WAGES 256,464 241,073 238,249 228,150 249,880 6005 OVERTIME-FT 441 1,252 3,167 3,000 3,000 6010 PREMIUM PAY 63 20 2,000 3,200 6015 WAGES - PART TIME/'fEMP 7,385 4,594 5,380 16,000 16,000 6002 WAGES 264,353 246,919 246,816 249,150 272,080 6100 BENEFITS � 6122 PERA 17,322 16,979 17,504 16,900 18,000 6124 FICA 18,674 17,348 17,491 19,700 21,000 6135 HEALTH 35,313 33,428 33,560 27,310 3U,580 6139 POST EMPLOYMENT HEAITH PIAN 1,31� 1,122 1,088 900 900 6140 LIFE(LTD 1,119 763 721 1,12fl 1,120 6145 DENTAL 1,865 1,699 1,602 1,440 1,440 175 R55Q96UD SN001P7V CI7Y OF SHAKOPEE 12I1l2011 9:04:i5 By Company (pb), Objeci (1 Yr 8dgt) - Portrait Budget Report page - 5 Fiscal Period: 10 / 11 Level Of Rollup 7 2009 2010 10/31/2011 2011 2012 Aetual Actual YTD Final Proposed Object Code / Description Amount Amount Actua! Budget Budget 6170 WORKERS COMPENSATION 16,984 16,055 8,481 15,000 17,000 6180 COMPENSATED ABSENCES 2,283 3,332 5,000 3,006 6185 OPEB 3,900 3,900 6100 BENEFITS 98,769 90,726 80,447 91,27Q 93,040 6007 WiaGES & BENEFITS 363,122 337,645 327,263 340,420 365,120 6200 SUPPLIES AND SERVICES 6201 SUPPLIES & SERVICES 6202 OPERATING SUPPLIES 18,738 13,282 20,392 25,000 25,000 6210 OFFICE StJPPLIES 155 602 122 400 500 6212 UNIFORMS/CLOTHING 2,061 2,051 2,462 2,500 2,500 6213 FOOD 73 44 43 6215 MATERIALS 6,412 10,396 14,390 15,000 15,000 6222 MOTOR FUELS & LUBRICANTS 10,431 15,330 17,789 15,000 19,000 6240 EQUIPMENT MAINTENANCE 3,090 5,911 2,108 5,000 7,500 6245 UTILITY MAINT 6,584 91,560 7,000 7,000 6201 SUPPLIES & SERVICES 47,544 139,176 57,306 69,900 76,500 6300 PROFESSIONAL SERVICES - 6310 ATTORNEY 4,158 728 5,00a 5,Q00 6312 ENGINEERING CONSULTANTS 29,560 45,443 24,584 50,000 5�,000 6316 EQUIPMENT MAINTENANCE 55,867 66,795 64,139 60,000 60,000 6318 FILING FEES 400 6327 OTHER PROF SERVICES 61,965 461,862 44,131 150,000 150,000 6300 PROFESSIONAL SERVICES 151,550 � 575,228 132,854 265,000 265,000 6330 COMMUNICATIONS 6334 TELEPHONE � 1,426 1,534 1,429 1,500 2,000 6336 PRINTING/PUBLISHING 307 906 813 1,000 1,000 6330 COMMUNICATIONS 1,733 2,440 2,242 2,500 3,0�0 6350 INSURANCE 8352 LIABILITY 8,730 5,317 160 9,000 15,000 6354 PROPERTY 1,561 2,337 2,356 2,500 2,356 6356 AUTO 1,986 1,622 1,504 2,000 1,504 6350 INSURANCE 12,277 9,276 4,020 13,500 18,860 6360 UTILITY SERVICE 6362 ELECTRIC 867 457 495 1,000 1,000 6367 REFUSE 6,470 636U UTILITYSERVICE 867 6,927 495 1,000 1,000 6400 RENTALS 6410 SOFTWARE-ANNUALFEES 7,523 5,870 8,266 3,000 10,090 6420 EQUIPMENT RENT 2,484 1,900 9,470 3,000 3,000 6430 BUILDING RENT (IS FUND) 12,324 15,216 25,510 30,610 30,610 6400 RENTALS 22,330 22,986 43,246 36,610 43,700 6470 �UESITRAINING/TRAVEL 6472 CONFERENCE/SCHOOUTRAINING 659 1,346 325 3,500 2,50� 6475 TRAVEUSUBSISTENCE 500 500 6480 DUES 141 145 74 300 300 6480 SUBSCRIPTIONS/PUBUCATIONS 74 37 39 100 100 6470 DUESlTRAINING/TRAVEL 875 1,529 438 4,400 3,400 176 R55096UD SH001P1V CITYOFSHAKOPEE 1211/2011 9:04:15 Sy Company (pb), Objeet (1 Yr Bdgt) - Portrait Budgei Report Page - 6 Fiscal Period: 10 / 11 Level Of Rollup 7 2008 2010 10/31/2011 2011 2012 Actual Actual YTD Final Proposed Object Code / Description Amount Amount Aetuat Budget Budget 6498 EXPENSE CHARGED BACK 10,923 10,868 15,000 15,000 6200 SUPPLIES AND SERVICES 248,099 768,429 240,601 407,910 426,460 6500 DEPRECIAT�ON 6501 DEPRECIATION EXPENSE 6502 DEPRECIATION EXPENSE 653,041 674,371 68Q000 680,000 6501 DEPRECIATION EXPENSE 653,041 674,371 680,�OU 680,000 6500 DEPRECIATION 653,041 674,371 680,000 680ADU 6600 MISCELLANEOUS 6620 PROPERTY TAX/SPECIAL ASSESS $� � 6600 MISCELLANEOUS 80 6700 CAPIl"AL OUTLAY 6740 EQUIPMENT 250,000 6760 IMPROVEMENTS 640,262 6700 CAPITAL OUTLAY 640,262 250,000 6800 DEBT SERVICE 6802 DEBT SERVICE PRINCIPAL 6840 DEBT SERVECE INTEREST 6�OU EXPENDITURES 1,264,263 1,780,526 7,2D8,126 1,678,33D 1,471,580 8005 TaTAL TRANSFERS IN 8010 OPERATING TRANSFERS IN 8050 TOTAL TRANSFERS OUT 8052 TRANSFERS OUT 8053 TRANSFERS OUT 50,000 50,000 50,000 50,000 8056 OPERATiNG TRANSFER/CAPITAL FD 99,340 8052 TRANSFERS OUT 149,340 50,000 50,000 50,000 8050 TOTAL TRANSFERS OUT 149,340 50,000 50,000 50,000 8100 GAIN/LOSS ON DISPOSAL OF ASSET 8101 PROCEEDS FROM SAIE (GAINILOSS) 8102 NET BOOK VALUE 5,454 8101 PROCEEDS FROM SALE (GAiN/LOSS) 5,454 810U GAINlIOSS ON DISPOSAL OF ASSET 5,454 4000 REVENUES AND EXPENDITURES 673,617- 305,905- 556,712 231,330 30,580 07300 SURFACE WATER FUND 673,617- 305,905- 556,712 231,330 30,580 �7� INTERNAL SERVICE FUNDS The Internal Service Funds are used to account for the financing of major mobile equipment, major buifdings (Governmental and Park/Recreation), park assets and Information Technology items. � � �7s CITY OF SNAKOP�E, MINNESOTA 2012 BUDGET INTERNAL SERVICE FUNDS BUDGET SUMMARY Equipment Park IT Buiiding Fund Fund Fund Fund 7otal Sources Rentais $ 69Q,210 $ 171,720 $ 275,500 $ 976,680 $ 2,114,110 Interest 100,000 5,000 - 35,000 140,000 Sale of Assets 25,000 25,000 Note repayment 90,000 90,000 Total Revenue 905,210 176,720 275,500 1,011,680 2,369,110 Uses IT Supplies/services 148,043 148,043 Capital Expenditures 315,000 70,000 194,213 701,950 1,281,163 Total Expenditures 315,000 70,000 342,256 701,950 1,429,206 Transfers (435,000) (435,000) Excess (deficiency) of Sources over Uses $ 590,210 $ 106,720 . $ (66,756) $ (125,270) $ 504,904 1s� EQUIPMENT FUND - ACTIVITY: This fund finances the multi-year Equipment Plan. Financing to purchase equipment is provided by "rent" payments from the operating departments at rates established annually by the Finance Department as part of the budget process. The Equipment Fund shall "own" and acquire larger pieces of equipment including but not limited to cars, trucks, graders, loaders, tractors and larger mowers or items generally costing $20,000 or more. This fund serves to segregate funds for the acquisition af equipmer►t to avoid budget problems caused by large purchases in a single year. The Equipment Fund was established by Resolution #4077 i n 1994. Equipment for the Sewer and Storm Drainage enterprise funds is not included. 183 CITY OF SHAKOPEE, MINNESOTA � 2012 BUDGET INTERNAL SERVICE EQUIPMENT FUND BUDGET SUMMARY 2009 2010 10/31/71 2012 Actual Actual YTD Actual Proposed Sources Miscellaneous Rentals $ 856,164 $ 688,668 $ 576,310 $ 690,210 Sale ofAssets 54,162 27,454 26,431 25,000 Interest 218,355 176,062 (13,792) 100,000 Note repaid 115,000 80,000 85,000 90,000 Total Revenue 1,243,681 972,184 673,949 905,210 Uses Capitai Equipment 390,109 366,000 297,000 315,000 Total Expenditures 390,109 366,000 297,000 315,000 Excess (deficiency) of Sources over Uses $ 853,572 $ 606,184 $ 376,949 $ 590,210 Cash Balance December 31 $ 5,634,383 $ 5,518,758 $ 6,262,899 $ 6,853,109 Outsfanding Note 445,000 365,000 280,000 190,000 184 CITY OF SHAKOPEE Internal Service Equipment Fund 2012 2013 2074 2015 2016 207 2078 2019 2020 � Police Marked Patrol Cars , $. , <"� „176,D00; $ v ,;225,000„ u$� , , , y 92 000., ,$ m5. . „h41°,000 , ,$,�, ;". 192;OOO d $� . .�245 DOOu ;$,, „, �1,Q0 000; „$,a, , ,,1,52,OOO ,$, �, �; 208;000„ �$ .. � 266,000� Administrative Car 27 000 28,000 29 000 4x4 PaVoi Car „ ,. . , . . �. . , ..... ' � w .. . , A6�000 a d , . . �. , „ , ro. , , ,.�. ,. . ,� „ ,. . , . .� r, , u„ .. _„�,s � � ,. ,. 62,00�0 ChiePs Car 26,000 Fire 2Trucks-Pumper ,,�. . . ,�,,. „ .� . .. � .. ., _, uF � ., � ,. .,. ,, .� , ;, , ,. , 2;000�000 a., ..,, ,.' ,�.ri ,,�.' , �,. .r„_.. .,,. .�. , EquipmenURescue Truck (Step Van) 350 000 : � G ;185000 c; � a � ��� � � � s Airboat&Trailer „ �,.. ,3 k ;: _. , .,,...,< ,. ,.M� ...... ,,.. ..�a�>. .��y �.H�., .z ,� .�., �...�x.,.:.� � ..a.�..,,.... ,. ; t � } .w. , ,v , _.,, .. ��� Aerial 1 700 000 , �Il@ TOfI 4X�{ Wltfl CifBSS P8k w - ;. -.. . vs, ; ��: ,: �. �:: �:�; i t ' � � ' �, �" t ,. � -.. 'v r :,� �,4 �" r „ , .'a��. � �, ?. 0 , , 85 000 ChiePs Vehicle 35 000 37 000 40 000 40 000 42,000 � AII terrain vehicle/Grass Pak ��' �°_ � �' ° � �� ° _ �� � ', _ �° =�- �40 � ,.� ., .:r,,. `�� _;„ . r;� ,�'� � � - - �, `060 Building _ Ins ector Vehicle <? � 18;Ob0 � ` " 20 000 '� ` ° ; � . . 7 . , _;; . + ,i "� � ,.. > �� �" ��" " �'� 52'b00 : � �+•'�� r^. Engineering _ PICkU TruCk4X4 �i23;000 � `:24-0DO �*` `�`26`ODO � t �' � "� �,��` � � �', ":-��°` 5 ,�'�� �, ` Street z � Loader : � . � �i t � ; � �� �� *. ��180 000 � � � �. � � ' � � � � � y �, x� � �, � �� Single Axle Dump Truck/Equip 360 000 v 380 000 192 000 194 000 386 000 195 000 x � r ;� s � wr ��. u e. v �, � AIIeyGrader , ...;�� . �.: � . ..�; 95,000 x� �;; �.: t ,,. ;; ` , .:' �� .� �" �h � � , :, ,� �� � a Pick-up Truck 4x4 w/plow 35 000 37 000 42 000 45 000 AsphalCTruck � ���� r, � � � ,, . a� „� e . a.. . ... .., . �.�, ,..,<:�'., . �.,.. .. .,.., _ � ., .r�..., ,.,.. �100"000 � `° + ' � " ' ,. .., . ,s �. � „ . . �. .. . _ ,.. . . s . ._ . ... _ Snow Blower 100,000 � Park � 70 000 � Sign Truck ;� - ; � - ° • � ; � � � r �� f ; { ;. � � Large Mower 115 000 120 000 Pick-upTruck4x4/with plow �,. ; :��, . :;,. ..,.,.39,OD ...' " .�, . ,... , ,. . � , s" „ . . .. ;,��, r. , ' ��, . <,_ '' „ ,ti. � � . Pick-up 2x4 1.5T. 42 000 � � Garbagetruck . , ., . �..; , � .r � � ..�, , ,�. ,.,. . , . `_ ., „_.,..�,� ,.� .,.N� ��,��;,��. ., �i �,� :� „ �g�.t,�. ,. . Chipper 40,000 � HOakT�UCk �'� �'220 x ' �: ��w '�' � Recreation � IceResurfacer . .. ,,.., . .., ., , , �.�, ........ . .. .. .�, ._�,.,r .�,rti..:� ,,. ... �. ' ..az, ,._u�x w.#�E . x �� u ' '�,� ..�._ea, s,..� �.,t .�, .}°; , t ,.�h� �br, �'ti..,u:<. ? Mini-van 28,000 �� � ` � � � �� � �� , � y ry Total Governmental Funds $ 315,000 $ 952,000 $ 2,028,000 $ 1,111 000 $ 607,000 $ 1,193,000 $ 2 185,000 $ 538,000 $ 532 000 $ 592,000 SewerFund Sewer Jetter/vac 255 000 , m 1Tontruck-dumpbox/plow , f.�.`�... �. �� � � 55090 � u..,<., �' .. r,.M .. ,.., ` . ' ,.,. ... ._. �_.. ... �.� �.,.a �.. �< .,>�,� : �u E.��.,,'_,.,...��:.�.�����:�,,�n�`�,`s� �. :��.�r���, W�,. Pick-u truck 4x4 w/ low ,rt Y � f - . � 42 000� .* � Storm Drainage Fund , R , � � � z K r �, e a 3i ,� .�� * L 2TCJBTf8Ct0!/(TIOWO� .,r..,,,. ,.,.v.. .. � F.. 8 OOQ 0 .'� .o ,..,,... ,.x. _, ..k. ........., ...... .a. ,e.,.. ,i . , ..M .... „ ,..,�s.. ii.,..,�.,o,v".�.^rE_.�. r s:� aaw �x4�as++,,:..s4`�'-u� ".`�._,�.Sk. .. . Street Sweeper ��195 000� �� 200,000 i I Police 2012: 4 Patrol Cars ($176,000). Replace 4 Patrol Cars purchased in 2008. � 2013: 5 Patrol Cars ($225,UOU). Replace four patrol cars purchased in 2009; ; and one Sergeant's vehic].e. , � ; 1 Chief's Vehicle ($26,000). Replace unit #033, 2003 Chevy Impala. � . � 2014: 2 Patrol Cars ($92,000). Replace two patrol cars purchased in 20].0. � 1 Administrative Car ($27,000). This will be an addition to the fleet. i 2015: 3 Patrol Cars ($14i Replace three patrol cars purchased in 2011. � I 1 Patro7. Vehicle 4x4 ($46,000). Replace unit #057, 2005 4x4 crew-cab � pickup. � 1 Administrative.Car ($28,000). Replace unit #056, 2005 Chevy Impala. 2016: 4 Patrol Cars ($192,000). Replace 9 Patrol Cars purchased in 2012. 1 Patrol Vehicle ($5�,000). Replace unit #9115, purchased in 2011. 1 Administrative Car ($29�000). Replace unit #062, purchased in 2006. � E Fire � � I 2012: Ghief's Vehicle ($35,000). This unit will replace the 2003 Doctge Rarn 4x4 � chiefs' truck. Thi:s unit will be used for the Assistant Chief's response to fire calls in the city. � 2013: Airboat and Trailer ($165,000). Replacement for the 1999 airboat and � trailer tfiat is used for water rescues, d�ving and ail ice rescues. � . � 2014: Aerial Truck ($1,700,000). Replace Aerial truck purchased in 1994. � One Ton 4X4 with Grass P�k ($85,000). This unit will be an addition to j the fleet for Station 3(Southbridge Station}, This unit is for fighting ; grass fires, towing the six wheeler and hauling hoses and equipment. � 2015: Rescue Truek/Equipment (350,000). To replace Rescue Unit #9511 a 1991 � Chevy Step Van. i 2016: Ghie€'s Vehicle ($37,U00}. Replace UtiZity Truck purchased in 2006. � . . � Building Inspection � I , 2012: 1 Inspector Vehicle ($18,000). Replacement for unit #424, 2001 4x4 Chevy S10. , 2013: 1 Inspeetor Vehicle ($20,U00). Replacement for unit #426, 2042 4x4 GMC Sonoma. 2014: No Anticipated Purehases. 2015: No Anticipated Puachases. 2016: No Anticipated Purchases. ; [Type text] t I . I � � I 186 • � � � � 3 . , , i Engineering s f � 2012: 1 Inspector Truck ($23,000). Replacement far unit #302, 2002 4x4 GMC � extended cab. � � [ 2013: 1 Inspector Truck ($24,000). Replacement for unit #306, 2001 4x4 Chevy � extended cab. To�be evaluated. 201A: No Anticipated Purchases. � 2015: 1 Inspeator Truck ($26,000}. Replace unit #304, 2005 4x4 Chevy Colorado extended cab. 2026: No Anticipated Purchases. , Street 2012: 1 Ton Pickup 4x4 with Plow ($35,000). Replaces existing unit #125, 2000 Chevy 3500 4x4 with plow. To be evaluated at time of purchase. 2013: Pick-up Truck 4x4 with Plow ($37,OOU). Replaces existing unit #163, 2002 Ford F350 4x4 truck. To be evaluated at time of purchase. Alley Grader ($95,000). Replace existing unit #123, 1g93 Gehl. 2 3ingla A�cl� Dump Trucks ($360,Q00). Replace existing units #106 & #107, both 1998 Ford I,8511 dump trucks. 2014: No Anticipated Purchases. 2025: 2 Single Ax].e Dum.p Trucks ($380,000). Replace existing units #102 & #105, both 2000 Sterling dump trucics. 1 Asphalt Truck ($100,000). Replace unit #159, a 2000 International 4700 LP paving truck. ` 2Q16: 1 Single Axle Dump Truck ($192,000). Replace existing uni:t #109, 2Q01 Sterling dump truck. 1 Snow Blower ($100,000). Replace existing unit #118, 2001 Tenco Snow Blower. Park Maintenance 2022; No Anticipated Purchases. 2013: 1 Truck Dual Wheel 2x4 ($38,000). Replace for unit #114, Ghevy G35D0, acquired in 1993. To be� evaluated yearly. 1 Ton Pick Up Truck 4x�1 wi€h p].ow ($37,000). Replace unit #I61, 2001 Ford F350 4x4. To be evaluated yearly. 2014: Garbage Truck ($85,000). Replacement for unit 122, Isuzu Garbage Truck, acquired in 2000. To be evaluated at this time. 1 Pick Up Truek ($39,000). Replace unit #164,, 20�3 Ford F350 4x4 w/plow. (Type textj . I 187 i , � i I i 207.5: 1 Pick Up Truck ($40,000). Replace unit #165, 2004 Ford F350 4x4 w/plaw. ( � 1 Brush Chipper ($40,000). Replace unit #130, 2000 Bandit Brush Chipper : i 250XP. � 2016: No Ant:i.cipated Purchases. ! Recreation 2012: 1 Mini-van ($28,000). Replace for unit #701, 20C11 model. ; 2013: No Anticipated Purehases. 2014: No Anticipatec3 Purahases. 2015: No Anticipated Purchases. 2016: No Anticipated Purahases. Sewer Eund 2012: No Anticipated purehases. 2013: 1 Ton 4x4 Dual Wheel Pickup/Duiap Box/Plow ($55,000). This is to repZace existing unit #128 a 2000 P�rd FS50. To be evaluated at time of purchase. Sanitary $ewer Jetter/Vac ($250,000). Replacement fo� unit #144, 1993 Ford High PSI Jetter. This unit will be evaluated a� this time. Combination unit may be requzred if NPDES storm watex regulations require cleaning of storm sewer pipe. 2014: No Anticipated purchases. f � 2015: No Anticipated purahases. � 2016: Pickup Truck 4x4 w/Plow ($42,000�. Replacement for unit #171, 2006 Ford F350. Stora► Drainage E�nd � ! 4 2012s No Anticipated purchases. � 2023: Street Sweeper ($195,000). Replace existi:ng unit #151, 2003 Elgin Pelican. Large Traetor/Mower ($80,000). E;eplace existing unit #172, 2003 John Deere 4710 Tractor. � ZOZ4: No Anticipated purchases. � 2015: No Anticipated purehases. [Type text] � 188 ' � � � ; 2016: No Anticipated purchases. € I I � E i � t , � I � i � (Type text] � � 189 i PARK AND RECREATION ASSET FUND ACTIVITY: This fund finances the replacement of park assets. Financing to accomplish this is provided by "rental" payments from the park maintenance division at rates established annually by the Finance Department as part of the budget process. This fund serves to accumulate funds to avoid budget problems caused by large expenditures in a single year. The fund was established in 2007. During 2012 Council will receive a revised Park and Recreation Building Asset Fund update. This will maintain these assets separated from the Governmental Building Asset Fund. �st CITY OF SHAKOPEE, MINNESO A 2012 BUDGET INTERNAL SERVICE PARK FUND BUDGET SUMMARY 2009 2010 10131/11 2012 Actual Actual YTD Actual Proposed Sources Miscellaneous Rentals $ 78,120 $ 171,720 $ 143,100 $ 171,720 (nterest 7,172 13,728 (14) 5,000 Total Revenue 85,292 185,448 143,086 176,720. Uses Capita! Lion's shelter #2 roof 15,092 Tahpah shelter roof 35,000 TrailOveriay 21,505 20,000 Fencing Tahpah 15,000 Total Expenditures 36,597 70,000 Excess (deficiency) of Sources over Uses $ 85,292 $ 185,448 $ 106,489 $ 106,720 Cash Balance December 31 $ 195,974 $ 719,640 $ 874,394 $ 981,114 192 CITY OF SHAKOPEE Internal Service Park Asset Fund 2012 2013 2014 2015 2016 Trail overlays $ 20,000 $ 20,000 $ 20,000 $ 20,000 $ 30,000 Tahpah shelter 35,000 Fence replacement 15,000 15,000 15,000 15,000 Log Cabin 50,000 Lions Tennis Court 350,000 Lights Schleper Field 90,000 Playground Equipment 50,000 Riverview Fence 25,000 Skate Park 40,000 $ 50,000 $ 65,000 $ 365,000 $ 105,000 $ 115,000 � �o w INFORMATION TECHNOLOGY FUND ACTIVITY: This fund finances the replacement and acquisition of information technology including computers, printers, copiers and network items. Financing to accomplish this is provided by charges to benefitting divisions at rates established annually by the Finance Department as part of the budget process. This fund serves to accumulate funds to avoid budget problems caused by large expenditures in a single year and centralize asset management. The fund was established in 2010 by Resolution No. 7001. ' 195 CITY OF SHAKOPEE, MINNESO A 2012 BUDGET INTERNAL SERVICE INFORMA ION TECHNOLOGY FUND BUDGET SUMMARY 2009 2010 10131/11 2012 Actual Actuai YTD Actual Proposed Sources Miscellaneous Rentals $ 216,684 $ 275,500 Interest 680 (196) Miscellanous Gain (loss) on asset disposal Total Revenue " 680 216,488 275,500 Uses Supplies 3,687 91,841 4,000 Services 8,871 15,000 Software -- 400 429 - - Capital 39,719 12,291 194,213 Total Expenditures 43,406 213,966 342,256 Excess (deficiency) of Sources over Uses - (42,726) 2,522 (66,756) Transfer In 100,000 Net $ - $ 57,274 $ 2,522 $ (66,756) Cash Balance December 31 $ 82,090 $ 60,609 $ (6,147) 196 City of Shakopee Information Technology Internal Service Fund 2012 2013 2014 2015 2016 Revenue User Charges $ 275,500 $ 290,000 $ 305,000 $ 320,000 $ 335,000 Interest Transfer in Total Sources 275,500 290,000 305,000 320,000 335,000 Expenditures Operating Supplies 4,000 4,000 4,000 4,000 4,000 User Hardware Desktops 33,773 21,161 38,048 38,903 33,773 User Hardware Printers 21,375 3,206 48,094 5,344 5,344 Network Hardware Servers - 3,206 8,550 14,428 - SAN 133,828 6,968 6,968 6,968 6,968 � Software Service Agreements 129,043 148,400 170,660 196,259 225,698 �o � Maintenance/Consulting 15,000 15,000 15,000 15,000 15,000 Projects 5,237 5,237 5,237 - - Total Uses 342,256 207,179 296,556 280,901 290,782 Net (66,756) 82,821 8,444 39,099 44,218 Balance January 1 90,730 23,974 106,795 115,239 154,338 Balance December 31 $ 23,974 $ 106,795 $ 115,239 $ 154,338 $ 198,555 GOVERNMENTAL BUILDING ASSET FUND ACTIVITY: This fund finances the future purchase or major reconstruction or additions to City owned buildings including City Hall, Library, Public Works, Police, Fire Stations, Community Center, and Sandventure aquatic center. Financing to accomplish this is provided by "rental" payments from the operating departments at rates established annually by the Finance Department as part of the budget process. The Building Fund shall "own" and acquire these buildings. This fund serves to segregate funds for the acquisition of buildings to avoid budget problems caused by large expenditures in a single year. Council established the Building Fund in 1998. The scope of the fund was expanded in 2000 to include major repairs defined as those without which the building would be unusable for its intended purpose. {t was further expanded in 2008 to include energy savings or green initiatives such as lighting upgrades, boiler modi�cations, etc.. During 2012 Council will receive a revised Park and Recreation and Governmental Building Asset Fund update. This will allow for a separation of governmental buildings from park and recreation facility/buildings. �ss CITY OF SHAKOPEE, MINNESO A 2011 - 2012 BUDGET INTERNAL SERVICE BUILDING UND BUDGET SUMMARY 2009 2010 10/31/11 2012 Actual Actual YTD Actual Proposed Sources Misceilaneous Rentals $ 1,079,676 $ 1,282,020 $ 1,004,130 $ 976,680 Interest 78,899 141,955 (13,635) 35,000 Miscellaneous 7,742 900 46,502 Gain (loss) on asset disposal Totai Revenue 1,166,317 1,424,875 1,036,997 1,011,680 Uses Capital Construction Fire Station 2 Site 150,752 Public Works Building 5,082 City Hall boiler 56,548 Police Station Roo AC Unit 76,400 Library AC Unit 75,550 Energy Items 35,367 54,000 Community Center Cooling To er 34,180 Community Center Chillers 68,550 Community Center Roof 550,000 Total Expenditures 90,728 254,669 59,082 701,950 _ _ Excess (deficiency) of Sources over Uses 1,075,589 1,170,206 977,915 309,730 Transfer In 1,094,988 2,271,000 Transfer Out (475,OOQ) Transfer Out Debt Service (415,497) (426,000) (435,000) Net $ 1,755,080 $ 2,540,206 $ 977,915 $ (125,270) Cash Balance December 31 $ 3,509,433 $ 4,741,219 $ 7,212,336 $ 7,087,066 200 City of Shakopee Builidng Maintenance projects 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Roof 250,000 2 Rooftop AC units (south) 25,000 AHU 1 condenser unit (south) 25,000 Rooftop AC unit 76,400 Boilers (3) 100,000 2 Rooftop units 100,000 Boilers (3) 100,000 Roof 250,000 Lighting 80,000 N O '` Roof 600,000 4 Rooftop Units 250,000 Boilers (2) 85,000 AC Unit 75,550 Per Council discussion staff will develop governmental and park and recreation building transactions and bring it back to council in early 2012. Roof 550,000 Boilers (2) 250,000 Filter building 75,000 $ 701,950 $ 80,000 $ 125,000 $100,000 $ 325,000 $ 250,000 $ 100,000 $ 25,000 $ 250,000 $ 935,000 City of Shakopee Capital Improvement Program 2012-2016 Project Manager: Project Type: Project Title: Totat Project Cost: Bruce Loney Street Construction CSAH 18 Trail $70,000 A. Ex enditure items: 2012 2013 2014 2015 2016 Land & ROW Construction 55,000 Improvements En ineerin /Admin. 15,000 Total 70,000 - - - - B. Fundin Source: General Fund Capital Improvement Fund 70,000 Park Reserve Fund Grants (specify) Donations (specify) State Aid Assessments Sanitary Sewer Fund-Base Sanitary Sewer Fund-Trunk Storm Drainage Fund-Base Storm Drainage Fund-Trunk ' Tax Lev 0 '" Total 70,000 - - - - ,�^ Descriation: J' Connect the missing segment of trail on the west side of CSAH 18. Justification: , Other Comments: Operatina Costs: PROJEGT LI�CATl4N City of Shakopee Capital Improvement Program 2012-2016 Project Manager: Project Type: Project Title: Total Project Cost: Bruce Loney Street Construction 2012 Bituminous Overlay Area A $530,000 A. Ex enditure Items: 2012 2013 2014 2015 2016 Land & ROW Construction 460,000 Improvements En ineerin /Admin. 70,000 Total 530,000 - - - - B. Fundin Source: General Fund Capital Improvement Fund 490,000 Park Reserve Fund Grants (specify) Donations (specify) 10,000 SPU State Aid Assessments Sanitary Sewer Fund-Base 10,000 Sanitary Sewer Fund-Trunk Storm Drainage Fund-Base 20,000 Storm Drainage Fund-7runk o Tax Lev `� Total 530,000 - - - - n ,,P Description: *;?`� � �"' ,J� Bituminous overlay of 11th Avenue, from Polk Street to Adams Street; Monroe Street, Madison Street and Jefferson Street, from 10th Avenue to 11th Avenue and south of 12th Avenue; Polk Street, Harrison Street and Jackson Street, from �` � 11th Avenue to 12th Avenue and 13th Avenue west of Polk Street. �;��' Justification: Continuation of the city's pavernent preservation program to maintain existing i nfrastructu re. Other Comments: Bituminous overlays are more cost effective than reconstructing pavements. Streets will be evaluated on a yearly basis and may be moved up or moved back in the CIP. Oneratina Costs: PROJECT LOCATION Cifiy of Shakopee Gapital Improvement Program 2012-2016 Project Manager: Project Type: Project Title: Total Project Cost: Bruce Loney Street Construction 2012 Bituminous Overlay Area B $320,000 A. Ex enditure Items: 2012 2013 2014 2015 2016 Land & ROW Construction 280,000 Improvements En ineerin /Admin. 40,000 Total 320,000 - - - - B. Fundin Source: General Fund Capital Improvement Fund 280,000 Park Reserve Fund Grants (specify) State Aid Assessments Sanitary Sewer Fund-Base 10,000 Sanitary Sewer Fund-Trunk Storm Drainage Fund-Base 20,000 Storm Drainage Fund-Trunk ^' Tax Lev 0 °' Total 320,000 ' - - - - Description: Bituminous overla of Main Street and Minnesota Street, from Vierlin Drive to l! � :, I I II � I � � 10th Avenue; Min esota Court; Clover Court; Vierling Court; Londonderry Cove and 11th Avenue, from CR79 to Minnesota Street. Justification: Continuation of the City's Pavement Preservation Program to maintain existing infrastructure. Other Comments: Bituminous overlays are more cost effective than reconstructing pavements. Streets will be evaluated on a yearly basis and may be moved up or moved back in the CIP. Pt��JECT LC�CATIt7N Operatinq Costs: City of Shakopee Capital Improvement Program 2012-2016 Project Manager: Project Type: Project Title: Total Project Cost: � Bruce Loney Street Construction Vierling Drive Bituminous Overlay $530,000 � Area C A. Ex enditure Items: 2012 2013 2014 2015 2016 Land & ROW Construction 460,000 Improvements En ineerin /Admin. 70,000 Total 530,000 - - - - B. Fundin Source: General Fund Capital Improvement Fund 480,000 Park Reserve Fund Grants (specify) Donations (specify) 10,000 SPU State Aid Assessments Sanitary Sewer �und-Base 10,000 Sanitary Sewer Fund-Trunk Storm Drainage Fund-Base 30,000 Storm Drainage Fund-Trunk N Tax Le 0 � Total 530,000 - - - - Descri ption • K�,, `` J1� Bituminous overlay of Vierling Drive, from Spencer Street to the west end, .. . r'�� excluding the segment east of CSAH 15 constructed in 2003. .,,„ t�� ;F� , Justification: "'' Continuation of the City's Pavement Preservation Program to maintain existing infrastructure. Other Comments: Bituminous overlays are much more cost effective than reconstructing pavements. Streets will be evaluated each year and may be moved up or moved back in the CIP. Operatinq Costs: PROJ�CT LOCATION .. City of Shakopee Capital Improvement Program 2012-2016 Project Manager: Project Type: Project Title: Total Project Cost: Bruce Loney Street Construction Beckrich Park Estates Bituminous $160,000 Overia Area D A. Ex enditure Items: 2012 2013 2014 2015 2016 Land & ROW Construction 140,000 (mprovements En ineerin /Admin. 20,000 Total 160,000 - - - B. Fundin Source: General Fund Capital Improvement Fund 150,000 Park Reserve Fund Grants (specify) ona ions spe i State Aid Assessments Sanitary Sewer Fund-Base Sanitary Sewer Fund-Trunk Storm Drainage Fund-Base 10,000 Storm Drainage Fund-Trunk o Tax Lev 0° Total 160,000 - - - - z � Description: � Bituminous overlay of Barrington Drive, Carriage Circle and Cortland Circle. � Justification: Continuation of the City's Pavement Preservation Program to maintain existing infrastructure. � < °;� , t�,. i�� . ����! � 1 . qn Other Comments: Bituminous overlays are more cost effective than reconstructing pavements. � � �. . Streets will be evaluated on a yearly basis and may be moved up or moved back , . ' in the CIP. ... � � , �:,..�� � � � .-.�m� .�_ .��:�: Operatinq Costs: PRl7JEGT LDCATiC3N City ofi Shakopee Capital Improvement Program 2012-2016 Project Manager: Project Type: Project Titie: Total Project Cost: Bruce Loney Street Construction Wood Duck Trail Street $440,000 Reconstruction A. Ex enditure Items: 2012 2013 2014 2015 2016 Land & ROW Construction 350,000 Improvements En ineerin JAdmin. 90,000 Totat 440,000 - - - - B. Fundin Source: General Fund Capital Improvement Fund Park Reserve Fund Grants (specify) Donations (specify) State Aid Assessments 130,000 Sanitary Sewer Fund-Base Sanitary Sewer Fund-Trunk Storm Drainage Fund-Base 20,000 Storm Drainage Fund-Trunk o Tax Lev 290,000 CO 1'otal 440,000 - - - - Description: ,� Street reconstruction of Wood Duck Trail, from CSAH 17 to Maple Trail. Justification: Street is faifing. t Other Comments: Oaeratinq Costs: ----------PE3QJ��ZI�O�AIIQPI----------- City of Shakopee Capital Improvement Program 2012-2016 Project Manager: Project Type: Project Title: Total Project Cost: Bruce Loney Street Constructian C.R, 69 Improvements $600,000 A. Expenditure Items: 2012 2013 2014 2015 2016 Land & ROW Construction 510,000 Improvements En ineerin /Admin. 90,000 Total 600,000 - - - - B. Fundin Source: General Fund Capital Improvemenf Fund Park Reserve Fund Grants s ecify) Donations (specify) State Aid Assessments 125,000 Sanitary Sewer Fund-Base 75,000 Sanitary Sewer Fund-Trunk Storm Drainage Fund-Base 300,000 Storm Drainage Fund-Trunk j Tax Lev 100,000 ° Total 600,000 - - - - °�,� i ; i6 ,� ,� _ � Description: i 4�° ' �'�i" The County is planning on making surface improvemenfis to C.R. 69 in 2012. Staff will review the sanitary sewer and storm sewer needs in the area to ."" determine if new facilities are needed or existing facilities need to be improved. � Tax levy dollars are budgeted for street lighting and sidewalk improvements. - The costs apportioned above is only the city's portion of the project. Justification: .� ,� Other Comments: �. .._� �., =.. • ,� . 4K`k', 1 - : K� Operatinq Costs: PRt7JECT LOCATION City of Shakopee Capital Improvement Program 2012-2016 . Project Manager: Project Type: Project Title: Total Project Cost: Bruce Loney Street Construction Main Street Utility Replacement $250,000 A. Ex enditure Items: 2012 2013 2014 2015 2016 Land & ROW Construction 200,000 Improvements En ineerin /Admin. 50,000 Total 250,000 - - • - - B. Fundin Source: General Fund Capital Improvement Fund Park Reserve Fund Grants (specify) Donations (specify) 150,000 (SPUC) State Aid Assessments Sanitary Sewer Fund-Base 100,000 Sanitary Sewer Fund-Trunk Storm Drainage Fund-Base Storm Drainage Fund-Trunk N Tax Lev j � Total 250,000 - - - - Description: � Replace the utilities and resurface Main Street north of Hwy. 101. Justification: Aging infrastructure should be replaced and sanitary sewer should be rerouted � to eliminate shallow lines. <,,; i .� � • ., �, � �,:. . � � � r � � ., . ; � �. - Other Comments: � :. , ' Operatinq Costs: , . PRt"�JEGT L4CATIDN . li I � SHAKOPEE � � CITY OF SHAKOPEE � � 2 012 Property Tax � Levy � �I 2012 Budget � � � � � � General SHAKOPEE Government o Administration Information technology (IT) business unit for � 0 2012 national and state general election costs were added ' o Finance increased staff from .8 to 1 FTE and upgraded the position from Senior Account Clerk to Accountant. o Facilities Incorporated the library building business unit for $ I i, 2 I Public Safety SHAKOPEE Services o Police Additional Patrol Officer position filled — 4'7th patrol Part time Evidence Technician replaced a CSO position — development of new position Calls for service appear to be running slightly ahead of last year — i6,62� I'TD Siren Upgrade will be addressed in 2012 o Fire ' Personnel structure continue to evolve Fire Inspections business unit was included in fire, previously Community Development Inspection Rate adjusted in equipment and building rent Council has recently discussed future planning needs for facility options Calls for service — 619 YTD � o Inspections — �,486 inspections through 11�2g�2011 3 Public Works S HAKOPEE Services o Fairly consistent with previous year budgets. o Increased costs to motor fuels, lubricants and maintenance. o Snow plowin , trail cleaning and ice removal are continua�y evaluated due to growth and practices of County/State entities o Fleet and vehicle maintenance continue to be reviewed and appraised o A reements with other outside entities, re�ated to facility and equipment use will also be reviewed. i 4 . � Culture/ SHAKOPEE Recreation o Park maintenance estimates are consistent with the prior year budget o Ice arena and facilities have been reduced, specifically in the area of utility costs, trends indicate lower estimates than previously used o Program focus continues to improve community participation and involvement o Recreation facilities will be exp eriencing upgrades in several,areas, as discussed and approved by Councll in October, 2011 These projects will begin in late 2011 and continue into 2012 �I � � 5 � i � . ; Tax Capacity Rates � SHAI<OPEE � 45 40 - I � 35 - --- • 30 -- , 25 -- I 20 - 15 - - 10 - - - - - I 5 - -- - - ._ , � � 2011 - ----- 2012 - ■City I 34.731 36.542 o School 31.182 35.476 ❑ County 35.541 39.173 6 I � I i Proposed Tax Rates SHAKOPEE Proposed 2011 2012 i Belle Plaine 67.320 81.072 New Prague 65.388 70.046 Jordan 60.660 71.865 Savage 48.278 52.970 i Elko New Market 43.912 45.045 Shakopee 34.731 36.542 Prior Lake 30.710 32.569 i i i i i i i I Belle Plaine I I I I New Pra ue I I I I I Jordan I I I I I Sava e I I I I Elko New Market I I I ❑ 2012 Shako ee ■ 2011 I I Prior Lake I I I i 0 10 20 30 40 50 60 70 80 90 7 I I i � SHAKOPEE i � Tax Capacity , � Pav `11 Pay `12 � Gross Tax Capacity 44,446,655 43,906,340 I Net Tax Capacity 37,680,587 37,440,293 -1 % Net of TIF & Fiscal Disp. CI % of Tax Capacity 38% 38% Homestead % of Tax Capacity 50% 48% Average EMV house 215,600 211,700 -1.8% City tax net 687 690 0.4% s � I � Market Value � SHAKOPEE Exclusion , i o In the 2011 special legislation session, � homestead market value credit was eliminated I o This was replaced with the homestead market '� value exclusion o This exclusion reduces the taxable value of uali 'n homesteads ' q � g I o Results in most properties (including apartments and businesses) experiencing a I property tax increase despite decreased I property tax values as the overall value is i decreased. o It is anticipated that the 2o121egislative ' session will address this 2011 decision which may result in further change to the taxing structure. 9 , I f Property Tax Comparison SHAKOPEE • • Residential Pro ert ( p y) 2011 Tax Capacity Rate 34.731 2012 Tax Capacity Rate 37.619 � Estimated Taxable Market City Portion Market Value Value* Total Tax 2011 100, 000 100, 000 258. 33 150, 000 150, 000 448.43 200, 000 200, 000 639.12 250, 000 250, 000 829. 05 2012 100,000 71,800 273.84 150, 000 126, 300 480.72 200,000 180,800 687.61 250,000 235,300 894.50 Change between 2011 and 2012 100,000 -28,200 15.51 150, 000 -23, 700 32.29 200, 000 -19, 200 48.49 250, 000 -14, 700 65.45 � Market Value Exclusion took place in 2012 io i . � Tax Rate SHAKOPEE Trend Zoo.000 - 90.000 - 80.000 — - i 70.000 _ _ v 60.000 — - — - - � � � 50.000 - 40.000 30.000 20.000 - 10.000 - - .000 I- 2008 i 20 I 20 10 I 2011 � 20 �I 31.82 � 32. 665 � 33 I 34.73 � 3 6.542 Year I iz , Tax Levy I�ollars SHAKOPEE Proposed 2011 Tax Levy 2012 Tax Levy % Change General Levy $ 14,491,650 $ 14,697,090 1.42% EDA - General 80,000 80,000 Debt Service 145,788 294,910 102.29% Tax Capacity Levy 14,717,438 15,072,000 2.41 % Fire Referendum 120,000 130,000 8.33% Total Levy $ 14,837,438 $ 15,202,000 2.46% EDA Fire Ref. 0% Debt 1% - -�Debt Service 2% Current 97% 12 SHAKOPEE Operating Budget City Staff initial budget discussions, including revenue analysis and expenditure identification from May to July Council and Staff discuss budget decisions in multiple work sessions during August and September Council sets preliminary tax levy and budget in September, preliminary levy is certified to Scott County Budget is refined in October and November Public meeting and adoption of tax levy and � budget takes place in December and final levy is certified to Scott County �3 General Fund SHAKOPE� �udget Surxlrrlary 2011 2012 FINAL BUDGET PROPOSED ' REVENUES TAXES $ 13,383,820 $ 13,407,920 SPECIAL ASSESS 13,000 13,000 LICENSES AND PERMITS 1,246,750 1,275,300 I NTE RGOVT 737, 560 749, 560 CHARGES FOR SERVICE 1,699,490 1,792,030 FINES & FORFEITS 436,000 436,000 M ISC 340, 800 345, 000 TOTALREV ENUES 17, 857, 420 18, 018, 810 EXPENDITURES GENERAL GOVERNMENT 3,034,700 3,277,807 PUBLIC SAFETY 9,715,730 9,747,231 PUBLIC WORKS 2,843,660 2,878,352 CULTURE AND RECREATION 4,361,550 3,992,281 ECONOMIC DEVELOPMENT 80,000 85,000 UNALLOCATED 140,000 140,000 TOTAL EXPENDITURES 20,175,640 20,120,671 OPERATING TRANSFERS IN 2,113,200 2,322,400 TRANSFERS OUT - - Net Increase (Decrease) in Financial Position $ (205,020) $ 220,539 i4 � General Fund � SHAKOPEE Budget Revenues 14,000,000 FINES & � � FORFEITS MISC 12,000,000 - CHARGES 3% z/ FOR SERVICE� 10% 10,000,000 i - INTERGOVT 4% LICENSES 8,000,000 - -- AND - PERMITS 7% ,,. �. 6,000,000 I - SPECIAL - ASSESS TAXES 0% 74% 4,000,000 I - - I 2,000,000 -�� II ' � LICENSES CHARGES TAXES SPECIAL qND INTERGOVT FOR FINES & MISC ASSESS PERMITS SERVICE FORFEITS G 2012 13,407,920 13,000 1,275,300 749,560 1,792,030 436,000 345,000 ■ 2011 13,383,820 13,000 1,246,750 737,560 1,699,490 436,000 340,800 ❑ 2010 13,557,007 28,988 1,303,896 828,906 1,855,276 423,746 420,697 ■ 2009 13,758,019 14,900 1,122,619 593,647 805,637 364,896 414,923 �5 . I General Fund Budget i SHAKOPEE Expenditures ��,000,000 � ECON DEV., UNALL, 1% 0 CULTURE � � GENERAL AND REC., GOVT, 16% 20% , 10,000,000 � , PUBLIC 8,000,000 - _ WORKS, I 14% � PUBLIC ��� + SAFETY, .,._ 6,000,000 --_ - •,:, 49% i �� ��I 4,000,000 - - ���. ! I I I 2,000,000 �' ��:��' ..-- -- ! � � �� I � : � � GENERAL ���� CULTUREAND ECONOMIC I � PUBLICSAFETY � PUBLICWORKS VELOPMENT UNALLOCATED i GOVERNMENT RECREATION DE , ■2009 3,199,463 8,532,593 2,484,035 1,739,293 - 75,305 �. O 2010 2,970,611 8,975,356 2,632,925 4,075,920 70,019 - '� , ❑ 20ll I 3,034,700 9,715,730 2,843,660 4,361,550 80,000 140,000 �, ■ 2012 3,277,807 9,747,231 2,878,352 3,992,281 85,000 140,000 � i6 I i _ _ ' I Cost of Se�ices SHAKOPEE ��'�rage Value Home Median Home Value ($211, in Shakopee's Yearly Tax is $938 Per Year or $�8 Per Month ' Household Costs: $ 13o Cable/Internet/Phone $ �8 Minnesota Wild Tickets $ loo Dining out 80 Cell hone $ P $175 Utilities (Water, Sewer, Storm, Electric) $ 12o Utilities (Gas) �, General Fund Operation� per ' SHAKOPEE po ulation p 2009 2010 2011 2012 Population * 34,691 37,076 37,223 37,370 FTE Positions'� 131.0 131.2 129.0 125.3 Gost $lpopulation $ 462.10 $ 505.04 $ 542.02 $ 538.42 * Estimates *� Based on budgeted employees �i , � I I I I � i8 Requested SHAKOPEE Action o Increase the 2012 levy, for Capital Infrastructure funding. This will increase the General Levy by $205�440 o Increase the levy for Debt Service, specific to levying for the 2oo8A debt service which had been cancelled annual]y. This would increase the levy $149 over 2011 These two actions would maintain the levy at the 2012 preliminary level of $15,0�2,000 o Reduce the 2012 levy amount to the 2011 levy This would maintain the levy at $$ Allow for levy for Referenda Levy of $120,000 , 19 I I I I SHAKOPEE 2012 Tax Levy ! Components � � 0 2011 Tax Levy - $ o Proposed increases in 2012 Add Capital $ 205�44 � Add Debt Service $ 149 ,122 Total Gen. Levy $ 15, o �2, o 0 0 (preliminary certified levy) � EDA Levy maintained at $80,000 included in le above} � vY Referenda Levy - increased I , . �10,000 1n 2012 to $130,000 � � � 2� I