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HomeMy WebLinkAbout3. 2013 Preliminary Budget City of Shakopee MEMORANDUM TO: Mayor & City Council FROM: Mark McNeill, City Administrator Julie A. Linnihan, Finance Director SUBJECT: Overview for Final Budget Work Session DATE: August 28, 2012 Action Requested The City Council is asked to provide direction to allow staff to prepare a resolution for adoption of the 2013 preliminary property tax levy. Adoption of this resolution will then be an action item at the September 4 Council meeting. Introduction Council will meet in final work session to review the attached budget information, and provide direction to City staff for the development of the preliminary 2013 budget and property tax levy, to be levied in 2012 and collected in 2013. The final levy will not be adopted until December, 2012 and further refinements to the budget can be discussed in the fall. The preliminary property tax levy is the highest amount that can be levied, but can be reduced prior to the final levy adoption. The levy amount that is approved for preliminary certification to Scott County is the amount that will be used for parcel specific notices mailed to property owners in November, 2012. Preliminary Budget The 2013 departmental budgets have been presented and reviewed with Council during July and August. This has included all areas of the General Fund revenues and expenditures. These budgets allow for a 2 wage increase, an anticipated increase for health insurance, updates to expenditures specific to historical review and changes to known factors such as agreements and contract updates, as well as allocation changes specific to position adjustments, such as departmental re- structuring and transitions for retirements, etc. As the following table reflects, staff has presented a 2013 baseline budget that reflects a $65,000, or one -third of one percent, increase over the 2012 budget. Expenditure Category 2012 2013 General Government 3,272,307 3,322,335 Public Safety 9,667,231 9,728,238 Public Works 2,868,352 2,883,328 Park & Recreation 3,992,289 4,026,130 Other 320,500 225,000 Total: $20,120,679 $20,185,031 Difference: +$64,352 The transfers that are included in the initial 2013 budget provide specifically for an annual transfer for the Capital Improvement Fund (OF) for the funding of infrastructure based projects. These were presented and discussed in July, and require a portion of the property tax levy for City portion costs. The transfer to the EDA fund is to provide for the recently approved Facade Loan program, which committed $150,000 for the project based on the discussion of the 8/21/2012 Council meeting. Requested Initiatives: The overview of the 2013 requested initiatives has been provided, showing the 2013 impact (partial year adjustments for personnel) for position requests and project requests. The 2014 column allows for the wages for a full year cycle, as well as reduction of the projects that are one -time expenditures. The discussion began on 7/20 as to the status of the requests for the preliminary budget, but Council will need to determine the placement of these items into the 2013 budget and levy. Budget Reduction Options: Per the request of the Mayor, a listing of potential budget reductions is being compiled by staff. This will be available for discussion at Tuesday's work session. Council will need to determine its willingness to make these reductions. Property Tax Levy Options: In previous budget work sessions, staff has provided Council with estimated residential property tax impacts for several levy increases, ranging from holding the levy at the 2012 level to increasing the levy by 8 %. An 8% increase is estimated to be what would be needed if all the listed budget initiatives were to be undertaken. The City has maintained a fairly flat levy over the past few years, which has limited the amount of funding available for new initiatives or requests. The Council will need to determine which initiatives to fund with potential property tax increases, or use of existing fund balance. 2013 Preliminary Budget- Revenues, Expenditures and Requested Initiatives Note: 2013 is based on the presented budgets, the same budget has been used for 2014 taking into account the actual full year of wages for the personnel budget initiatives and how those will affect future budgets. 2012 2013 2014 Revenues: Property Taxes $ 13,407,920 $ 13,962,000 $ 13,962,000 Special Assessments 11,000 11,000 11,000 Licenses and Permits 1,275,300 1,316,700 1,316,700 Intergovernmental 619,760 755,500 755,500 Charges for Services 3,890,630 3,776,300 3,776,300 Fines and Forfeitures 436,000 425,000 425,000 Miscellaneous 480,400 308,500 308,500 Total Current Revenues 20,121,010 20,555,000 20,555,000 Other Financing Sources: Transfers In from Enterprise Funds 222,400 100,000 100,000 Total Other Financing Sources 222,400 100,000 100,000 Total Revenues S 20,343,410 $ 20,655,000 $ 20,655,000 Expenditures: General Government $ 3,272,307 $ 3,322,335 $ 3,322,335 Public Safety 9,667,231 9,728,238 9,728,238 Public Works 2,868,352 2,883,328 2,883,328 Park and Recreation 3,992,289 4,026,130 4,026,130 Unallocated 225,000 225,000 225,000 Capital Outlay 95,500 - - Total Current Expenditures 20,120,679 20,185,031 20,185,031 Other Financing Uses Initiatives to be Discussed: Transfers Out- EDA (2190) (Facade program approved 8/21/2012) - 150,000 150,000 Transfers Out- Capital Project Fund (4021) per 5 year CIP program discussion 7/17/2012 - 500,000 500,000 Total Other Financing Sources - 650,000 650,000 Budget Initiatives: Economic Development Specialist - 72,146 86,057 Communication Coordinator to Full Time - 35,000 35,000 Grants Writer (.5 time) - 14,968 25,530 Recreation Facilities Maintenance Manager - 55,570 66,284 Human Resources Technician - 67,600 67,600 6- Paid -On -Call Firefighters - 40,000 79,348 4- Full Time Firefighters - 125,000 247,962 Natural Resources Technician - 57,596 68,701 Crime Prevention Specialist - 62,151 62,151 Feasibility Studies - 20,000 - Neighborhood Festivals - 20,000 - Downtown Flower Baskets - 13,000 - Security System Camera Upgrade - 16,500 - Total Budget Initiatives - 599,531 738,632 Total Expenditures including Budget Initiatives $ 20,120,679 $ 21,434,562 $ 21,573,663 of 2012 Levy 1.7% -6.0% -7.1% Personnel and Project Budget Initiative Requests 2013 Preliminary Budget Personnel Budget Requests: Start Date Estimated Full Year Position Division/ Department BU 2013 Cost Cost Economic Development Specialist 19 - EDA 2191 3/1/2013 $ 72,146 $ 86,057 Communication Coordinator to Full Time 12 - Communications 0125 1/1/2013 $ 35,000 $ 35,000 Grants Writer (.5 time) 12 - Administration 0121 6/1/2013 $ 14,968 $ 25,530 Recreation Facilities Maintenance Manager 67 - Recreation 0678 3/1/2013 $ 55,570 $ 66,284 Human Resources Technician 12 - Payroll 0123 1/1/2013 $ 67,600 $ 67,600 6- Paid -On -Call Firefighters 32 - Fire 0321 7/1/2013 $ 40,000 $ 79,348 4- Full Time Firefighters 32 - Fire 0321 7/1/2013 $ 125,000 $ 247,962 Natural Resources Technician 66 - Natural Resources 0661 3/1/2013 $ 57,596 $ 68,701 Crime Prevention Specialist 31 - Police 0319 1/1/2013 $ 62,151 $ 62,151 $ 530,031 $ 738,632 Project Budget Requests: Estimated Project Division/ Department BU 2013 Cost Feasibility Studies 11 - Mayor & Council 0111 $ 20,000 Neighborhood Festivals 11 - Mayor & Council 0111 $ 20,000 Downtown Flower Baskets 11 - Mayor & Council 0111 $ 13,000 Security System Camera Upgrade 67 - Recreation 0671 $ 16,500 $ 69,500 Total $ 599,531 $ 738,632 Personnel and Project Budget Initiative Requests Compared to Levy 2013 Preliminary Budget 2012 Tax Levy $ 12,976,991 Personnel Budget Requests: % of Position Full Year Cost Levy Economic Development Specialist $ 86,057 0.7% Communication Coordinator to Full Time $ 35,000 0.3% Grants Writer (.5 time) $ 25,530 0.2% Recreation Facilities Maintenance Manager $ 66,284 0.5% Human Resources Technician $ 67,600 0.5% 6- Paid -On -Call Firefighters $ 79,348 0.6% 4- Full Time Firefighters $ 247,962 1.9% Natural Resources Technician $ 68,701 0.5% Crime Prevention Specialist $ 62,151 0.5% $ 738,632 5.7% Project Budget Requests: Project Full Year Cost Feasibility Studies $ 20,000 0.2% Neighborhood Festivals $ 20,000 0.2% Downtown Flower Baskets $ 13,000 0.1% Security System Camera Upgrade $ 16,500 0.1% $ 69,500 0.5% $ 808,132 6.2%