060809 CC WS AGPCITY OF SHO OOD
CITY COUNCIL WORK SES_ -
MONDAY, NE 8, 2009
AGENDA
1. CONVENE CITY COUNCIL WORK SESSION
A. Roll Call
B. Review Agenda
Mayor Lizee
Bailey
Turgeon
Woodruff
Zerby _
2. 2010 BUDGET CALENDAR AND KICK-OFF
3. MISSION STATEMENT
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COUNCIL CIIAMIESZkQV
6:00 P.M.
Attachments Estimated
Estimated
Time in
Start Time
Minutes
(Clock Time)
6:00 p.m.
15 minutes 6:00 p.m.
45 minutes 6:15 p.m.
4. ADJOURN 7:00 p.m.
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FAX (952) 474-0128 - www.ci.shorewood.mn.us ® cityhall@ci.shorewood.mn.us
MEMORANDUM
Date: June 3, 2009
To: Honorable Mayor and City Council Members
From: Bonnie Burton, Finance Director/Treasu r
Brian Heck, City Administrato
Re: 2010 Budget Calendar and Kick-off
Budget Kick-off and Calendar
This is the start of the 2010 budget season and the budget calendar is attached for your review. It follows
the customary sequence of budget preparation, work-sessions, and subsequent adoption.
The Capital Improvement Plan (CIP) and General Fund budgets (tax supported budgets) are processed
throughout the summer in order to meet the September 15th state required deadline to adopt the `Proposed
Tax Levy', which will include the `not-to-exceed' levy amount. Review of these budgets is scheduled to
begin with a work-session on June 22, 2009, when preliminary drafts are expected to be ready. Also,
many Monday evenings in July and August have been set aside for budget work-sessions as needed.
The review of Enterprise budgets (Sewer, Water, Stormwater, and Recycling) begins in the fall. It
concludes in November in order to assemble the total City budget for the Truth-In-Taxation presentation
on December 7, 2009. The City Council will adopt the final budgets later in December.
Levy Limits
Cities with populations over 2,500 are subject to levy limits for 2010. The levy limit is constrained either
3.9% or the Implicit Price Deflator (IPD), whichever is less. The LMC first quarter data has the IPD at
.7629% and this will generally allow for up to a .76% inflationary increase based on each city's previous
year's levy. Thus, Shorewood's anticipated allowable increase for the Pay2010 base levy would be
$31,606. (By comparison, the 2009 levy increased $101,755 or 2.51% from 2008.) The levy limit law
allows for "special levies", which are levies for items such as debt service on bonds, natural disaster
recovery, and other very specifically allowed items. The special levies are added to the base levy.
f.0 PRINTED ON RECYCLED PAPER
2010 Budget Demo to Council
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Council Philosophy and Discussion
The goal in any budget is to provide needed services and enhancements at the most reasonable cost and
financial prudence. Staff members are working on their individual budgets. It would be extremely
helpful for them to have Council identify goals or specific programs that they would like to have staff
address or present in the proposed budget.
In overview, staff expects a general continuation of the status quo in terms of the scope and costs of day-
to-day operations. A major component of the General Fund budget is the transfers to capital funds to pay
for current and fixture projects. The amount programmed for 2009 is $1,030,000, compared to $945,000
in 2008.
Other areas of large expenditures include police and fire; Shorewood is responsible for a percentage
component of any increase authorized by participating cities in the joint powers for these organizations,
and these amounts are yet to be determined.
oncl usion
Staff welcomes City Council discussion and direction as a guide for preparing the 2010 budgets.
CITY OF SHE OO
Year 2010 Budget Schedule
Date Description
05/15/09 Budget worksheets distributed to staff department heads.
06/05/09 Completed budget worksheets due back to Finance from staff.
06/08/09 Budget discussion - Council philosophy and direction (Council and Staff)
06/05/09 Completed budget worksheets due back to Finance from staff.
06/22/09 Work-session: General Fund Operating Budget draft (Council and Staff)
07/27/09 Work-session: Additional General Fund session (Council and Staff)
08/10/09 Work-session: Additional General Fund session (Council and Staff)
08/17/09 Work-session: Additional General Fund session (Council and Staff)
08/25/09
Regular Council meeting. Council adopts 2010 proposed budget and levy.
09/15/09
Proposed budget and levy must be adopted and certified to County Auditor
by this date. State form Payable 2010 PT Form 280 also to be submitted.
10/12/09
Work-session: Enterprise Budget session (Council and staff)
10/26/09
Work-session: Enterprise Budget session (Council and staff)
11/16/09
Work-session: General Fund Budget Final Review (Council and staff)
11/20-11/24 Counties to mail Notice of Proposed Property Tax by this date.
12/03/09 Budget hearing advertisement published in the official newspaper.
12/07/09 Truth-In-Taxation Budget Public Hearing.
12/14/09 Regular Council meeting. Final 2010 budgets and levy to be adopted.
12/30/09 Final levy and budgets must be certified to the County Auditor by this date. State forms
Payable 2010 Property Tax Levy Report and PT Forrn TNT2010 also due.
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Background
The City Council discussed concepts and values to include in a revised Mission Statement at the May
26, 2009 Council meeting. The council asked staff to go back and work out some options for a mission
statement and bring forward to the next council work session.
Staff discussed the Mission Statement at the last two staff meetings and below is the result listed in no
particular order.
STATEMENT OPTION #1
The City of Shorewood will serve the needs of current and future residents by providing a value in
quality public services, personal and property protection, a healthy environment, attractive amenities,
and a sense of community. The City will reflect community values in an effective, efficient and visionary
manner.
STATEMENT OPTION #2
The City of Shorewood will provide leadership in providing value in quality public services that meet the
needs and interests of current and future residents and that ensure a healthy environment, attractive
amenities, a sense of community, and reflect community values in an effective, efficient and visionary
manner.
STATEMENT OPTION #3
The City of Shorewood will provide current and future residents a value in quality public services, a
healthy environment, a variety of attractive amenities, and will strive to reflect community values
through effective, efficient and visionary leadership.
STATEMENT OPTION #4
The City of Shorewood will provide leadership by offering value in quality public services that improve
the quality of life of current and future residents that ensure a healthy environment, provide attractive
amenities, - , ,f community, a .ommunity v_ - in i_...j m.1 and visionary
manner.
Goals
The Council touched on a few briefly worded goals and I asked staff to also consider goals or at least
areas where a development of a goal should be considered. These ideas are listed below.
Maintain and improve the City's park system by offering amenities for all ages.
• Implement / Update Master Plan on design, construction of park facilities/infrastructure
• Improve and provide recreational programs within our different parks throughout the
year.
• Improve efficiency in service by implementing on-line registration for recreational
programs.
Reduce the City's environmental impact
• Ensure safe and high quality drinking water system.
• Sanitary Sewer system
Increase communication within the community
Seek collaborative relationships.
• Seek and develop areas to share resources and services
Provide value in municipal services.
Preserve the City's infrastructure investment.
Engage the citizens as partners to assist the Council in developing solutions to issues facing the City
Provide proactive leadership in finding solutions affecting Shorewood and other lakes area cities.
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