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11-22-10 CC Reg AgPCITY OF SHOREWOOD CITY COUNCIL REGULAR MEETING MONDAY, NOVEMBER 22, 2010 AGENDA 1. CONVENE CITY COUNCIL MEETING A. Roll Call 5755 COUNTRY CLUB ROAD COUNCIL CHAMBERS 7:00 P.M. Mayor Lizee _ Bailey _ Turgeon _ Woodruff _ Zerby _ B. Review Agenda 2. APPROVAL OF MINUTES A. Canvassing Board Minutes, November 8, 2010 B. City Council Work Session Minutes, November 8, 2010 C. City Council Regular Meeting Minutes, November 8, 2010 3. CONSENT AGENDA - Motion to approve items on Consent Agenda & Adopt Resolutions Therein: NOTE: Give the public an opportunity to request an item be removed from the Consent Agenda. Continents can be taken or questions asked following removal from Consent Agenda A. Approval of the Verified Claims List B. 2011 Benefits C. Fee Schedule Amendment D. Shorewood Yacht Club update E. Upper Minnetonka Yacht Club update F. Silver Lake Silt Curtain hnstallation Attachments Minutes Minutes Minutes Claims List Administrator's CAF Administrator's CAF, Ordinance Planning Director CAF Administrator's CAF Engineer's CAF 4. MATTERS FROM THE FLOOR (No Council action will be taken) CITY COUNCIL REGULAR MEETING AGENDA — November 22, 2010 Page 2 of 2 5. PUBLIC HEARING 6. REPORTS AND PRESENTATIONS A. Lake Minnetonka Conservation District activities report by Representative Richard Woodruff 7. PARKS - Report by Representative S. PLANNING - Report by Representative A. Zoning Violation Appeal - Birch Bluff Road 9. ENGINEERING/PUBLIC WORKS 10. GENERAL/NEW BUSINESS A. Commission and Board Appointments B. 2010 Audit Services C. Capital Improvement Plan Discussion D. 2011 General Fund Budget Discussion E. Cell Tower Lease Rate Discussion 11. STAFF AND COUNCIL REPORTS A. Administrator and Staff I. September 2010 Quarterly Investment Report B. Mayor and City Council 12. ADJOURN Attachments Report Planning Director's CAF Administrator's CAF Finance Director's CAF Finance Director's memorandum Finance Director's memorandum Planning Director's CAF Finance Director's memorandum CITY OF 5755 Country Club Road • Shorewood, Minnesota 55331 •952- 960 -7900 Fax: 952- 474 -0128 • www.ci.shorewood.mn.us • eityhall @ci.shorewood.mn.us Executive Summary Agenda Item #3A: Agenda Item 43B Shorewood City Council Regular Meeting Monday, 22 November, 2010 7:00 p.m. Enclosed is the Verified Claims List for Council approval. Staff has conducted an extensive review of employee benefits and is providing a recommendation for health, life insurance, short-term and long -term disability insurance, and dental coverage for 2011. Agenda Item #3C: Staff recommends the therapeutic massage license fee be reduced from $150 to $50, and the initial investigation fee to remain at $100. A fee schedule ordinance amendment is provided for council approval. Agenda Item 931): Staff reports annually on whether or not any complaints have been received relative to the Shorewood Yacht Club. Once again, we have received no such complaints. More importantly, this is the third year of an Interim Conditional Use Permit that was granted for three years. The City is obligated under that permit to conduct a public hearing to discuss whether the mooring of power boats should continue as a permanent conditional use. Staff suggests that a hearing be scheduled for the 7 January 2011 Planning Commission meeting. Agenda Item #3E: Staff is providing an update on the Upper Minnetonka Yacht Club activities. Agenda Item 93F: Staff received two quotes for installing floating silt curtain in Silver Lake for the sediment removal project. Staff recommends that the City Council direct staff to work with Metro Erosion, hie. for the floating silt curtain not to exceed $6,000. Agenda Item 46A: Representative Dick Woodruff will provide a report on recent Lake Minnetonka Conservation District (LMCD) activities. Agenda Item #7: Representative Nick Swaggert will report on the recent Park Commission meeting. Agenda Item 48: A Planning Commission representative will report on the recent Planning Commission meeting. Executive Summary — City Council Meeting of November 22, 2010 Page 2 of 2 Agenda Item #8A: Our office has received a (vague) appeal to code violation notices that were sent to Gale Olson, Jr., who owns the property at 25775 Birch Bluff Road. The appeal does not what is being appealed (the violation itself or additional time for compliance) and the owner has not returned our calls requesting clarification. Agenda Item #10A: Discussion on how to approach appointments to the various Boards and Commissions for 2011. Agenda Item #1013: Contract with Abdo, Eick & Meyers, LLC, for audit services for fiscal year 2010 in the amount of $25,872. Agenda Item #IOC: The five -year capital improvement plan has been updated based on the discussion held at the October 25 work session, and is provided for council's review. Agenda Item #I OD: The 2011 budget has been stable since the preliminary budget adoption on August 23. Staff is looking for confirmation that we should use the current prgjections as the basis for the Truth -in- Taxation presentation on December 6. Agenda Item #10E: Staff has reviewed the current lease structure for telecommunications facilities on city water towers. The basic recommendation is that the lease rates should be increased. The amount will depend on how important it is to have new tenants pay as much as tenants that have been around for a while. Agenda Item 91 l .A.l : The September 2010 Quarterly Investment Report is provided. CITY OF SHOREWOOD 5755 COUNTRY CLUB ROAD CANVASSING BOARD MEETING CITY COUNCIL CHAMBER MONDAY, NOVEMBER S, 2010 6:00 P.M. MINUTES 1. CALL TO ORDER Chair Liz& called the meeting to order at 6:00 P.M. A. Roll Call Present: Chair Liz6e; Canvassing Board Members Balky, Turgeon, Woodruff, and Zerby; City Administrator /Clerk Heck, Finance4Director DeJong, Director of Public Works Brown, and Engineer Landini Absent: None B. Review Agenda Chair Liz6e reviewed the Agenda. Turgeon moved, Zerby seconded, approving the Agenda as submitted.. Motion passed 510. 2. CANVASS OF ELECTION A. Consideration 4f . Motion to Adopt a Resolution Approving the Local Election Results from the Oen°eral Election of Tuesday, November 2, 2010. Chair Liz6e highlighted the results of the November 2, 2610, City of Shorewood election. Chris Liz6e was elected mayor. Laura Hower and Debbie Siakel were elected council members. All three will begin their terms in January 2011. Bailey moved, Woodruff seconded, adopting RESOLUTION NO. 10 -051 "A Resolution Accepting LocjI welts of the 2010 General Election!". Motion passed 5/0. Chair Liz6e congratulated Councilmembers -elect Hotvct and Siakel. 3. ADJOURNMENT Bailey moved, Zerby seconded, to adjourn the Canvassing Board for the 2010 General Election at 6:02 P.M. Monday, November S, 2010. Motion passed 510. RESPECTFULLY SUBMITTED Christine Freeman, Recorder Christine Liz6e, Mayor ATTEST Brian Heck, City Administrator /Clerk CITY OF SHOREWOOD 5755 COUNTRY CLUB ROAD CITY COUNCIL WORK SESSION COUNCIL CHAMBERS MONDAY, NOVEMBER 8, 2010 6:05 P.M. MINUTES 1. CONVENE CITY COUNCIL WORK SESSION Mayor Liz& called the meeting to order at 6:02 P.M. A. Roll Call Present. Mayor Liz&e; Councilmembers Bailey, Turgeon, Woodruff and Zerby; Administrator Heck; Finance Director DeJong; Director of Public Works Brown; and Engineer Landini Absent: None B. Review Agenda Turgeon moved, Woodruff seconded, approving the agenda as presented. Motion passed 510. 2. ROAD FINANCING Director DeJong stated the creation of the street maintenance financing plan was a great team effort. It involved pulling together agreat deal of disparate information, Director Brown and Engineer Landini educated him on what occurs with regard to infrastructure improvements. Ideas and approaches were bounced off Administrator Heck. It has taken about one and one -half months to prepare this iteration of the plan. DeJong explained Staff reviewed all 536 road segments in the Hennepin County base map in the City's graphic information system (GIS). A segment is each street from intersection to intersection or the City border. The segments the City is responsible were grouped together, where it made sense, resulting in a list of 193 roadways. All of those roadways are included in the 20 -Year Pavement Management Plan (PMP). Director Brown created a spreadsheet for each of the roadways that contains all of the base data (e.g., width and length) necessary to estimate the cost to improve (sealcoat, mill and overlay, reclaim and reconstruct) each roadway. Brown, in consultation with Public Works personnel, also identified roadways with poor base soils. Engineer Landim updated the costs for the improvements based on recent bid tabs for other improvement efforts. A 2 percent inflation factor is factored into the costs. The inflation factor amount will have to be revaluated periodically. DeJong noted that during its October 11, 2010, work session Council decided roadways with a Pavement Surface Evaluation and Rating (PASER) System rating of 2 or less will be considered for reconstruction or reclamation. He explained routine preventive maintenance (sealcoating and overlays) will be done on roadways with ratings higher than 2 to extend their useful life unless a roadway is scheduled to be reconstructed or reclaimed in the near future. Roadways with poor base soils have been scheduled for reconstruction. DeJong explained the PMP indicates when some type of maintenance or improvement will be done on each roadway from 2011 — 2030. The 20 -year street maintenance financing plan includes the CITY OF SHOREWOOD WORK SESSION MEETING MINUTES November S, 2010 Page 2 of 6 maintenance and improvement costs for each roadway in each of the twenty years. The plan also reflects each year's projected beginning and ending balance in the Street Reconstruction Fund, the transfers into the Fund and expenditures out of the Fund. The yearly transfer -in amount is $700,000. The projected deficit over the 20 -year period is approximately $2.2 million. The most costly project is the reconstruction of Eureka Road going north from Smithtown Road scheduled for 2019. The estimated cost is over $1.9 million. Some method for financing that project will have to be identified. The financing plan indicates that in order to make the program self funding over the 20 -year period the yearly transfer- in amount should be increased to approximately $820,000 starting in 2012. Delong then explained every roadway is on a five -year sealcoating schedule with the exception for the roadways on Enchanted and Shady Islands. Those roadways are on a seven -year cycle which is consistent with the City of Minnetrista's sealcoating schedule. The sealcoat schedule for Dellwood Lane will be corrected to reflect the seven -year cycle. Councilmember Bailey asked why Afton Road is scheduled to have a mill and overlay in 2011. Director DeJong explained that roadways with a PASER System rating of 3 or 4 are considered to be ready to be overlaid, and Afton Road is rated a 4. Bailey then asked why Bayswater Road, currently rated a 6, is scheduled to be overlaid in 2019. Director Brown explained roadway rating information is only available for 2005, 2006 and 2008 — 2010. Staff used that limited amount of data to forecast when a roadway's rating will fall to a 3. As the data pool gets bigger the forecasting will be refined. Roadway specific actual deterioration data will eventually by used to forecast its deterioration rate. He stated he thought the current forecast is good. Bailey also asked if all roadways currently rated a 6 are expected to deteriorate to the condition, a rating of 3, where they will require a mill and overlay at the same rate as Afton Road. Brown responded the forecasting process at this time is fairly linear, but over time the individual . deterioration rate of individual roadways will factored into the forecast. Administrator Heck stated in order to be able to use average ratings to some extent Staff factored out those ratings that wept up because some type of maintenance had been done to the roadway during the 2005 — 2010 time period. He thought the forecasts are good based on the limited amount of data available. He then stated roadways with a rating of 3 or 4 with poor base soils will be allowed to deteriorate to a rating of 2 and then they will be reconstructed. Councilmember Bailey stated Brand Circle, currently rated a 5, is scheduled to be sealcoated in 2011, 2016, 2021 and 2026 and then reconstructed in 2029. Administrator Heck stated that roadway has poor base soils so it will have minimal maintenance done to it until it needs to be reconstructed. Director Brown stated that after looking at the data it appears the City's roadway patching and sealcoating efforts are extending the length of time before a roadway will have to have a mill and overlay. Councilmember Bailey stated based on this discussion it appears to him that Staff had considered some of the individual characteristics of each roadway when forecasting its improvement schedule. Director Brown responded that is correct. Councilmember Turgeon stated the plan is one of the best laid out plans Council has seen. She asked if the cost estimates for reconstruction include costs for easement acquisitions should that be necessary. Director Brown responded only from the perspective that there is a 20 percent contingency built into the cost estimates. He stated Staff exercised caution so as not to over inflate the estimates too much or to estimate them too low. Administrator Heck stated the City should receive Minnesota State Aid (MSA) reconstruction funds available for reconstruction of MSA roadways, noting that in order to be eligible to CITY OF SHOREWOOD WORK SESSION MEETING MINUTES November 8, 2010 Page 3 of 6 receive that funding the roadways will have to be reconstructed to state standards. Heck then stated the cost estimates do not include dollars for rights -of -way acquisitions. Councilmember Woodruff stated he thought Staff's efforts yielded fantastic results, acknowledging that a lot of work went into this process. He then stated if the estimated costs are within 20 percent of the actual costs he would be pleased. Woodruff asked if the reclamation rehabilitation option has been discarded because none of the roadways are scheduled to be reclaimed. Director Brown stated it's still a viable option it just isn't the appropriate option for the roadways scheduled for rehabilitation in the 20 -year ,program. Brown explained for roadways that have to be rehabilitated Staff focused on the roadways it believes won't last 20 years and those have to be reconstructed. For roadways that appear to be relatively stable the goal is to try and maintain them through overlays. Woodruff then asked why Mill Street is not in any schedule. Director Brown responded it's a Hennepin County road. Woodruff stated Enchanted Point is a gravel road yet it is scheduled for a sealcoat in 2017. He then stated he has spoken with Administrator Heck and Engineer Landini about trying an experimental treatment to put some type of a seal on that roadway in 201 >1 and he asked that conversation continues. Administrator Heck stated that experimental treatment called fog seal will occur on that roadway in 2011. Engineer Landini explained the process will model the process used in Aitkin County. Woodruff stated if the fog seal process works it could be used on the other gravel roadways in the City. Director Brown stated there are two other gravel roadways. Woodruff commented Lakeway Terrace is rated 5 and he takes issue with that. He stated that roadway is scheduled for an overlay in 2012 and he is comfortable with that. Woodruff asked if someone could develop a statement that would conceptualize for the residents what the City's philosophy is when roadways reach various conditions. He would like the residents to know what the street maintenance program will deliver. For example, the City will make sure roadways will have a PASER System rating of 3 or higher and if a rating falls below a 5 it will be scheduled for maintenance within one to two years to restore the rating to 5 or higher. Administrator Heck stated he thought that was covered when Council discussed the calculated the average > condition of roadway pavement surfaces during it October 11, 2010, work session. He challenged Council to come up with that the policy should be for roadway maintenance. Director Brown stated tentative decisions have been made to let some roadways deteriorate to a rating of 2 and then they will be reconstructed. This is in conflict with Councilmember Woodruff s suggestion. He cautioned against l saying roadways will be maintained to a rating of 5 or higher. He suggested residents be encouraged to look at the PMP which could be placed on the City's website. Councilmember Turgeon stated she thought it important to have something to communicate to the residents about what the City's goal is. She agreed with putting the PMP on the website and she suggested soliciting feedback on it from residents, noting the PMP could change from year to year. Councilmember Bailey commented it was an eye opener when residents did not want to have Star Circle and Star Lane reconstructed. He stated there is nothing that upsets him more than potholes when it comes to roadway conditions. He finds that to be disconcerting. Potholes needed to be filled in. Director Brown stated Public Works personnel start patching as soon as asphalt is available in the spring and up until the asphalt facilities are closed for the season around Thanksgiving Day. Even so, it's a CITY OF SHOREWOOD WORK SESSION MEETING MINUTES November 8, 2010 Page 4 of 6 challenge to fill in all of the potholes on each and every roadway. He noted he understands potholes are an issue and they need to be addressed. Councilmember Woodruff stated he would like to have a policy that states if a City -owned roadways falls below a rating of 5 then the City will do maintenance on the roadway to restore it to a rating of 5 or higher within two years after it falls below a rating of 5. The policy should also include that the City will strive to fill in every pothole on every roadway annually. Councilmember Z,erby agreed that it would be a good idea to establish a policy, but he thought there needed to be some flexibility in it to allow for situations such as when a bad winter causes havoc with the roadway conditions. Director Brown noted that Councilmember Woodruffs suggested goals can't be achieved with the available resources. Councilmember Woodruff responded that Council needs to talk about this and decide what goals it wants to achieve. Administrator Heck stated there are different degrees of potholes and at a minimum the goal should be to fill in the more significant ones. Director DeJong cautioned against having a policy that states if a roadway's rating drops below 5,maintenance will be done to the roadways within 2 years to restore the rating to 5 or higher. For example, Star Circle and Star Lane are rated 3. Residents have indicated they think they should be rated 4. Those roadways will not have any maintenance done to them until 2015. The PMP is in contradiction to Woodruff's suggested goal. He does not want to City to create an expectation it won't live up to. Mayor Liz& stated the Public Works Director, the City Engineer and the Councilmembers and somewhat subjective when rating the condition of a roadway. 'Therefore, there needs to be some flexibility with the PMP. Director Brown thought there is great value in having a PIP to show to residents. Councilmember Turgeon thanked Staff for all of the work done to update the PMP and create and 20- year street maintenance financing plan. She thought the information is extremely beneficial. Director DeJong noted the revised financing plan provided to Council today does not include the costs for storm sewer infrastructure repairs; the previous version did. The average annual cost for the repairs included in the previous version was about $100,000. The storm sewer rates will eventually have to be increased to fund the costs of those repairs over the next twenty years. He explained the storm sewer costs in the Stormwaater Management CIP don't tie out very well with specific projects. He stated the projects in that CIP will be revised to coincide with the latest revision of the PMP. Director DeJong stated the cost estimates in the financing plan are not all inclusive. There are other variables not captured yet. The 2010 costs are estimated costs, not actual. Once the estimated costs are replaced with the 2010 actual bid costs the 2011 beginning balance will likely change. Director DeJong explained if the $700,000 transfer -in amount were inflated by 2 percent annually by 2022 or 2023 the amount would be approximately $850,000 annually. It could be left at that rate for a while. Including that inflation factor would help fund the 20 -Year PMP. There would be a positive balance in 2030. Starting in 2019 there will be a big funding gap because of the approximate $1.9 million projected cost to reconstruct Eureka Road North. It's projected there will be a deficit of approximately $1.5 million in 2020 even with the inflation factor included. An additional source of interim financing CITY OF SHOREWOOD WORK SESSION MEETING MINUTES November 8, 2010 Page 5 of 6 will have to be identified. Financing could come from other City funds, from bond financing or MSA construction reimbursements. He recommended reconstructing MSA roadways as soon as MSA allocations become available in 2012 or 2013. He stated the financing plan will be refined as more information becomes available. Councilmember Turgeon stated based on what Director DeJong has stated the City should be able to fund the PMP with internal transfers, by including the inflationary factor, and through the use of MSA funds. It should not have to bond for roadways reconstruction. Director DeJong stated he thought the City has sufficient resources but it depends on how the resources are committed. If the funds in the Liquor Fund were transferred into the Street Reconstruction Fund that would definitely lessen the financing problem. He noted it's his understanding that Council has promised the residents that it will solicit input from them on how the Liquor Fund should be used. He stated the City has not assessed for roadway improvements and currently does not have any plans to do so. Using the Liquor Funds for roadway improvements could be considered a benefit to all residents. Councilmember Turgeon stated no Council has wanted to assess for roadway improvements. She then stated from her vantage point using the funds in the Liquor Fund would be the logical thing to do. Mayor Lizee stated the information prepared by Staff is incredible:' Councilmember Bailey stated he would like the 2 percent inflation factor to be factored into the transfer- in amount in the financial plan. It does not make sense not to account for increases in costs. He indicated he was pleased with the information provided. Administrator Heck stated another potential funding source for projects is the revenues received from antenna rental space on the City's water towers. That could be used for roadway projects. Councilmember Woodruff stated he is comfortable leaving the financing plan as it stands and starting in 2012 increasing the transfer -in amount to $850,000. Director DeJong clarified he suggested the amount be $820,000 per year over the life of the 20 -year financing plan, noting that is a static number. He stated there are sufficient funds to fund the five -year Local Street Reconstruction Capital Improvement Program (CIP). Councilmember Woodruff stated from his vantage point it's a 2012 budget discussion item. Mayor Lizee noted Eureka Road North is a MSA roadway. Councilmember Zerby; stated 'he wants the City to start communicating with residents about the PMP. Director DeJong suggested that after the Local Street Reconstruction CIP has been adopted it would be appropriate to publish the PMP and other information on the City's website and to note that it is there in the City's newsletter. Councilmember Turgeon stated the documents prepared by Staff are understandable. Mayor Lizee thanked Director Brown, Director DeJong and Engineer Landini for their efforts. CITY OF SHOREWOOD WORK SESSION MEETING MINUTES November 8, 2010 Page 6 of 6 3. ADJOURN Turgeon moved, Woodruff seconded, Adjourning the City Council Work Session of November 8, 2010, at 6:50 P.M. Motion passed 510. RESPECTFULLY SUBMITTED Christine Freeman, Recorder ATTEST Christine Liz6e, Mayor Brian Beck, City Administrator /Clerk CITY OF SHOREWOOD CITY COUNCIL REGULAR MEETING MONDAY, NOVEMBER 8, 2010 MINUTES 1. CONVENE CITY COUNCIL REGULAR MEETING Mayor Lizee called the meeting to order at 7:00 P.M. A. Roll Call Present. Mayor Lizee; Councilmembers Bailey, Turgeon, City Administrator Heck; Finance Director DW and Engineer Landini Absent: None. B. Review Agenda Woodruff moved, Turgeon seconded, apps -bving the agenda as 2. APPROVAL OF MINUTES A. City Council Work Session Minutes, October 2 Turgeon moved, Woodruff seconded, Approving the City° October 25, 2010, as ptesented. Motion passed 510. #2C 5755 COUNTRY CLUB ROAD COUNCIL CHAMBERS 7:00 P.M. Attorney Tietjen; is Works Brown; Motion passed 510. Council Work Session Minutes of B. City Council Regulur Meeting Minutes, October 25, 2010 fed," Turgeon seconded, Approving the City Council Regular Meeting Minutes of 2010, as presented. Motioit 5/0. Mayor Lizee clarified a statement made during the October 25, 2010, regular Council meeting regarding the City's water policy. She explained Council always makes the final decision as to whether or not to extend water main as part of a roadway reconstruction project. She noted there are ways for residents to provide Council with'their perspectives. 3. CONSENT AGENDA Mayor Lizee reviewed the items on the Consent Agenda. Zerby moved, Turgeon seconded, Approving the Motions Contained on the Consent Agenda and Adopting the Resolutions Therein. A. Approval of the Verified Claims List CITY OF SHOREWOOD REGULAR COUNCIL MEETING MINUTES November 8, 2010 Page 2 of 9 B. Change Order 1 — Superior Control and Data Acquisition (SCADA) System and Electrical Control Panels for Lift Stations 15 & 17 (This was moved to Item 10.B under General/New Business.) C. Sanitary Sewer Repairs (This was moved to Item 10.0 under General/New Business.) D. 2011 Mill and Overlay Joint Powers Agreement E. Silver Lake Sediment Testing F. Delegate to MetroCities Policy Adoption Meeting Motion passed 510. 4. MATTERS FROM THE FLOOR There were no matters from the floor presented this 5. PUBLIC HEARING A. Certification of Delinqueqt Utility Charges Mayor Liz& stated Council will hold a public hearmli According to the City Ordinance property owners are provide information or extenuating circumstances and the certification list. Mayor Liz& opened the Public Hearing at 7:05 P.M. Mayor Liz& then opened the Ron Johnson, 535 ,Srhadv H stated people campaigning v been outto look at the mes storm ewgs collect and dmi' owes him $4 thillion in dams noted Directop� own had b( the City was going to fix the $50,000. The City turned dov portion the certification oPdelinquent utility charges. ided an opportunity to address the Council to equest the Council remove the property from ie Public Hearing at 7:05 P.M. ire e commented that recent campaign literature for the local election espo,nsive to residents yet none of the current Councilmembers have hought the City made on his farm. He stated he thought that the five his property. He then stated an engineering firm has concluded the City iotingie thought the City has been provided with that information. He at to his property in August to look at the situation. He stated in 1998 lems, and he thought the cost to do so would have been approximately offer to fix the problems; the City wouldn't permit him to do that. Mr. Johnson stated the City has never given him credit on his utility account. The City currently charges him a fee for stormwater management, noting it's not a service from his perspective. From his vantage point the City wants to charge him for him cleaning up the storm sewer sludge the City's system dumps on his property. He expressed he did not think that is fair and equal treatment. He commented that Director Brown has looked at the work he's done on his property. He stated the stormwater management fee falls under special assessment because that is how Hennepin County charges him on his tax bill. Mr. Johnson commented that he thought the City and the City's attorney has been two -faced about this. He suggested Attorney Tietjen bring in her law partner, Mr. Dean, from the firm Kennedy and Graven, noting Mr. Dean worked with Brown in 1997. He stated he had provided the City with a copy of a CITY OF SHOREWOOD REGULAR COUNCIL MEETING MINUTES November 8, 2010 Page 3 of 9 memorandum from Brown requesting funds to research the extent of the City's occupation of his property for storm sewer. He commented that during that time period Mr. Dahlberg was the mayor and Dahlberg was close to having the situation resolved before he lost his reelection attempt. Mr. Johnson stated he thought he should be credited for the sump pump surcharge he was charged. He explained that around 1997 the City made a decision to disconnect residents' sump pumps from the sewer system. That charge was incurred if a property owner did not allow an inspector to enter into the property owner's house on demand to determine if a house had a sump pump and, if so, how it discharged. He stated he considered the inspection requirement to be unconstitutional; he equated it to a search and seizure demand without warrant and that violated the Fourth Amendmentof the Constitution. He commented that former Councihnerrmber Wellens told the then Council that it was mnconstitutional. Mr. Johnson then stated when property owners in his area disconne ended up going on to his property. He explained that in 2006 he objecting to a development project. The City had prepared p-41 p for storm water to flow across City -owned property and on to Woodruff had stated he did not want to hold up that project to cc should be investigated separately. He stated nothing has been inves during Councilmember Zerby's previous term on the Councilhe,vc ed their sump pumps the storm water me before'the City because he was an for that project and the plan was is. He related that Councilmember ider what he was doing; the project atpd. He conunente4e'thought that i to violate the Fourth Amendment. Mr. Johnson went on to state that in Janus 2008 he had the American Civil Liberties Union (ACLU) send a letter to Mayor Lizee. The ACLU stated that the demand'tohave a City inspector enter a home violated the Fourth Amendment. In that same month the City Council redacted that provision; the same provision that former Councilmember Wellens and he thought was unconstitutional. He explained the proceeds received when a government body violates the Fourth Ar endment do not belong to that government body; they belong,to the people they were taken ffom..'Th e sump pump surcharge has never been credited to his account, He eltined if all of the credits he tlicught he is owed were credited to his account he would not oyye anything -The City would owe him because the total credits amount to more than the sewer fee he.'s billed for Mr. Johnson expressed he did not think any delinquent °'utility charge for his property should be certified to Hennepin C snittiy He stated he did not think Council could decide this because it's a special assessment. He commented that Heritiepin County Chief Judge Kevin Burke wrote an order and issued it to the Ch explaining the procedures on this, and it was under the special assessment statute. He stated it is not' a seoice, it's a'fee. He thought the City is trying to charge a property owner for something that is supposedlyhenefit to their property, noting it his case it isn't. The City is just charging him for the work he does. Councilmember Zezby stated 4he City has discussed the information provided by Mr. Johnson many times, and the City hasibeeti'to court about it. He then stated he thought that some of the facts Mr. Johnson had omitted are also important. He expressed he appreciated hearing Mr. Johnson's perspective regarding this matter. Mayor Lizee stated Mr. Johnson has been provided with the opportunity to comment on current certification and delinquent charges. She then stated that she will always defend a person's right to free speech, and that she appreciates that Mr. Johnson comes before Council to present his perspective. She explained that that the emails that flow between Mr. Johnson and the City Administrator and the City Attorney are forwarded to Councilmembers. She noted that she does not agree with many of the statements Mr. Johnson made this evening. CITY OF SHOREWOOD REGULAR COUNCIL MEETING MINUTES November 8, 2010 Page 4 of 9 Councilmember Woodruff stated that Mr. Johnson had stated that he was a party to something that took place in 2006. He clarified he was not on the Council in 2006; he started his first term in 2007. Mr. Johnson responded that Woodruff was on the Planning Commission at that time. Woodruff noted the Planning Commission is a recommending body only; it does not make decisions. Mr. Johnson stated the Planning Commission's recommendation was adopted by the Council. Mr. Johnson expressed his disappointment that candidates for local office distribute campaign literature stating they are responsive to citizens concerns, yet that is not the case with him. Mayor Liz& closed the Public Testimony portion of the Public Hearing at Director DeJong explained the City Code provides for annual certification of delinquent utility bills against the properties serviced. The City's authority for certification of unpaid charges comes from Minnesota Statute 444.075. That Statute does not address specia(usessments. The authority for special assessments comes from Minnesota Statute 429. Each property qwnr is given an opportunity to file a written objection to this proposed certification of del inquer accounts, and they can request a hearing in front of the Council to explain why the account has not preen paid. Director DeJong requested two more properties be added tq, the certification list. He explained the properties receive their service from the City of Chanhassen. "Cha'nhassen held its public hearing on the certification of delinquent utility eharges�,�during the Chanhassen City Council's October 25, 2010, meeting. Chanhassen has asked the City i® add the properties to its certification list. Once the City collects the delinquent charges the funds will be passed on to Chanhassen. x Turgeon moved, Woodruff seconded, Adopting RESOLUTION` NO 10 -053 "A Resolution Directing Delinquent Sewer Charges, Storm Water Utility Olraiges, Water Charges, Recycling Charges, and Dry Hydrant barges, be Placed mi the 2011 Property Tax Rolls" subject to utility charges for property identification'ntrmbers 3511723340034 and 3511723340006 being added to the list. Councilmember Zerby asked He stated he tltOot the nurn she thoughltwas a normal an Motion jY ed 510. Mayor Liz6e cussed the Public 6. A. 10 Lei ;es could be the result of bad communication. is substantial. Councilmember Turgeon stated at 7:20 P.M. TIONS Community Education (NICE) Representative Tad Shaw Report on Mayor Liz& stated Tad Shaw, the City's representative on the Minnetonka Community Education (MCE) Advisory Council, is present this evening to give a report on MCE activities. Mr. Shaw stated he had been the City's representative on the MCE Advisory Council for most of the past 33 years. CITY OF SHOREWOOD REGULAR COUNCIL MEETING MINUTES November 8, 2010 Page 5 of 9 Mr. Shaw explained MCE is run by the Minnetonka School District. The City's residents don't have any financial liability for MCE. For the 2010 — 2011 program year 83.6 percent of the cost of the programs will be paid for through user fees. The remaining 16.4 percent will come from a levy and state funds. He noted that the City of Wayzata's gets 74 percent from user fees. The City of Eden Prairie gets 55 percent from user gees. The City of Lakeville gets 60 percent from user fees. The City of Shakopee gets 38 percent from user fees. Mr. Shaw then explained MCE publishes a catalogue of programs it offers three times each year. MCE provides early childhood family education programs, youth programs, adult programs, and programs for people with disabilities. Sixty -four percent of the program participants get tl r information from the catalogue. For 2009/2010 MCE sent out a survey to 8,000 people via e -mail and 15 percent of the emails were opened. There were 1,000 replies sent back. The survey results indicated that 87 percent of the respondents rated the MCE class /activity as excellent or good. T1 1p ratings have consistently been above 80 percent. Also, 85 percent of the respondents rated the instructor as excellent or good. Mr. Shaw expressed that he is proud of what MCE does; noting it has always been one of the best community education programs in the State of Minnesota. He stated if residents have recommendations on what MCE can do differently he asked them to pass ghat information. along. Mayor Lizde noted MCE services the entire community and Councilmember Woodruff commented that for those Shorewood residents who are not part of the Minnetonka School District (i.e., those that live on Enchanted and Phelps Islands) the Westonka School District has a similar program. He noted those residents can take advantage of the MCE programs as well. He stated the City made improvements to the shelter in Manor Park in part to be able to offer MCE programs there. He asked MCE to do that in 2011. Mr.= Shaw stated l e would pass the request on to the head of MCE. Councilmember Turge6h asked how many people are on the MCE Board, Mr. Shaw responded there are approximately 40 and usually 12 — 15 board members show up for the monthly meetings. Mr. Shaw stated a few years ago the Minnetonka School Board changed the structure of the MCE Board, noting he was not pleased abdvaihit: Mr. Shaw then stated the MCE Board is starting to become more involved again. 7. No report'was given as there has not been a Park Commission meeting since the last Council meeting. The next meeting is scheduled for November 9, 2010. 8. PLANNING No report was given as there has not been a Planning Commission meeting since the last Council meeting. The next meeting is scheduled for November 16, 2010. 9, ENGINEERING /PUBLIC WORKS There was nothing additional to report. 10. GENERAL/NEW BUSINESS A. Massage Therapy License Fees CITY OF SHOREWOOD REGULAR COUNCIL MEETING MINUTES November 8, 2010 Page 6 of 9 Administrator Heck stated the City received a request from the owner of LaVida Massage, a therapeutic massage business, asking if the City would consider lowering the individual annual license fee or prorating the fee. The current individual annual fee is $150, and the therapists also pay a one -time investigation fee of $100. He explained the City Ordinance specifically prohibits prorating license fees for fertilizer applicators and transient sales. The only license that can currently be prorated is the liquor license. He stated Staff does not recommend providing for the proration of fees because the time to process a license remains constant regardless of when the license application was filed. Staff estimates the average time to process a license application is about one to one and one -half hours for a cost of approximately $50. Staff has determined that the City's individual therapeutic massage license fee is quite high, and as part of the fee schedule update process Staff will recommend reducing the fee amount. He noted Staff is not asking Council to take any action during this meeting. Heck then stated Staff will review some other licenses to en. Councilmember Zerby's concern about the need for these reduction in license fees or the amount of the fees could irinki Councilmember Bailey recommended a loss in revenff6 not I about the appropriateness of requiring a license for particular point it would be unconscionable to retain a license fee in ordc Administrator Heck stated Staff agrees a city should license bi noting that is Councilmember Zerby's position on this as well. B. Change Order 1 — Superior Electrical Control Panels for are cone+ =licenses. into the next C .-He stated that will also consider rmented that any I's decision his vantage revenues at a certain level. is a need to enforce something, (SCADA) System and This was removed fromthe consent agenda at Counciltember Woodruff s request. Councilmember Woodruff stated the Council Action Fbrm�for this item states the 2010 — 2015 Capital Improvement Program (CIP) includes X120,900 for retrofitting three, additional lift stations for Superior Control and Ilat .Acquisition (SCADA) System controls only. He asked where the funds are budgeted and when ATI they be dame. DiredWFUr°own explained there is $40,000 budgeted in the CIP in 2010, 2011 and 2012. The change order in the meetingpackets is for modifying Lift Stations 5, 11 and 12 and the amount of tine change order is $19,400 not including taxes, permits and contingencies. The goal is to have the modifications completed by the end of the year. Staff is asking Council to approve a change order not to exceed $21,500. Woodruff moved, Turgeodf seconded, Adopting RESOLUTION NO. 10 -052 "A Resolution Approving a Change Order 1 for the SCADA System and Electrical Control Panel Project, City Project 10 -19" for an ainount not to exceed $21,500. Motion passed 510. C. Sanitary Sewer Repairs This was removed from the consent agenda at Councilmember Woodruff s request. Councilmember Woodruff stated Staff sent a request for quotation to make sanitary sewer repairs to one firm; the firm that submitted a bid. He expressed concern that there were no competitive bids. He noted that Staff has informed him that in the past no other firms have wanted to submit a quote. He stated the CITY OF SHOREWOOD REGULAR COUNCIL MEETING MINUTES November 8, 2010 Page 7 of 9 City has had similar repairs done before, and he asked how the City knows that the work is done to the City's satisfaction. Engineer Landini explained a video recording is made of the repair process. He stated the last three years the City sent out requests for quotations to 6 — 9 firms but the other firms did not respond. He explained the City has 9 -inch sanitary sewer lines and a special sized dies are needed to do the repairs. Infratech Infrastructure Technologies has the needed equipment. Turgeon moved, Zerby seconded, directing Staff to work with Infratech Infrastructure Technologies, Inc., for the sanitary sewer repairs not to exceed $40,000. Councilmember Bailey stated it sounds to him like the City is at the mercy of Infratech. He stated he assumed there is some cost threshold where Staff would think the Cast is too high. He recommended Staff determine what the threshold should be for future projects. 1 51 Mayor Wee stated it's her recollection that some of the assumed this quote was reasonable based on those estir very comparable. Landini explained Midwest Trenchli& repairs but not line repairs. Councilmember Bailey stated if the City's sewer lines were the rr amounts would be. He then stated there has to be some type of was not making the comment in reference to this project. Mayor Lizee reiterated her confidence that Stal quote. Councilmember Bailey stated he was not Motion passed 510. it. STAFF AND A. Altii inistrator Heck upcoming cosh two Planning C made to the Lak stated he will be led a per -foot cost estimate. She Landini responded the quote is has the ability to snake manhole ular size he asked what the quote narking that occurs. He noted he to ensure this is a reasonable stated during Council's November 22, 2010, meeting there will be a 2011 budget He asked Council to think about the process they want to use for applying for assignments. He noted two Park Commissioner terms (Norman and Quinlan) and issioner term's (Ruoff and Vilett) end in February 2010. Appointments will also be nnetonka Communications Commission and Minnetonka Community Education. He lftown from November 10`' through November 12''. Attorney Tietjen stated with regard to the statutory authorization for the certification of delinquent utility charges some of the confusion comes from the language in Minnesota Statute Chapter 444 which is where the authority comes from. The language allows for the charges to be collected in the same manner as taxes and that happens to be through a certification process to the Hennepin County tax rolls. That is the same way special assessments are collected. 'T'he delinquent utility charges are not special assessments in the same sense as a local improvement project where a benefit is proven to the property. She noted many of the issues brought up by Ron Johnson earlier in the meeting have been litigated in the courts and resolved. The City has not ignored those concerns. CITY OF SHOREWOOD REGULAR COUNCIL MEETING MINUTES November 8, 2010 Page 8 of 9 B. Mayor and City Council Councilmember Woodruff stated Minnesota Waters, the Minnesota Department of Natural Resources and a number of other agencies are holding a special meeting on November 9 "' to discuss the state -wide issue of aquatic invasive species (AIS), noting he has been invited to attend. He then stated the Lake Minnetonka Conservation District AIS Task Force has scheduled a meeting for November 19 "' to hear about the preliminary results of the 2010 three -bay Eurasian Watermilfoil treatment program. That meeting may be postponed if the report is not completed in time. Councilmember Turgeon stated it appears that driveway on the City -owned retital property was recently paved. The driveway is horseshoe shaped and it was gravel, She questioned if thaf complies with the City Code regarding horseshoe shaped driveways and the frontage available. She stated she saw that the garage door was replaced. She asked Staff to review the list of issues the tenants have with the house, noting they do not intend to renew the lease. She suggested Council discuss if it wants to continue to rent the house or if it wants to put the property on the market. Administrator Heck explained the driveway had been asphalt prior,to it being repaved. Councilmember Turgeon disagreed with him. Heck stated the tenarfis #tad an issue with the furnaces, lie explained Building Inspector Pazandak and a furnace contractor inspected -fie furnaces. Findings indicate the furnaces do work. There was an issue with filters. There may be some consideration given to reducting some of the duct work so there is a need fopnly one furnace. He commented he thought it is the tenants' responsibility to replace the filters. He explained the filters have to be cut to size. He suggested the City provide a number of filters cut to size that a tenant card use for replacements. He stated the garage door has been fixed, but there is some City -owned stuff in the garage that has to be removed. He noted the City had not been made aware of the problem with the furnaces until thedenants informed the rental agent they did not want to renew their lease. He stated the Cry installed some carbon monoxide detectors and other detectors in the house, Heck stated he has spoken with the rental agent and the hoarse will be put on the market for rental under the same terms and conditions as the current lease. He itrdicated lie thought the tenants had other issues with the house. He then stated when he was at the property and it appeared to him that the driveway had asphalt on it some ilt e. He noted there was a relatively large depression on the south end of the driveway that caused issues. He had requested the ,.driveway be patched. Director Afown explained the driveway would likely have had a PASER rating of 2 which indicates it should be rehabilitated. He stated: the furthest entrance toward Yellowstone Trail had deteriorated to the point where itbeld water and had basically been reduced to gravel. He stated he will review the City Code relating to horseshoe shaped driveways to ensure the driveway is in compliance. He noted if a resident had done the same tltinp to their - driveway it would have been considered a maintenance item. Mayor Lizee thanked Deputy Clerk Panchyshyn and the dozens of election judges that served the five polling stations in the C41y for their hard and efficient work, and for ensuring the election was conducted honestly. She noted the results for the local election were posted between 8:45 P.M. and 8:55 P.M. on election night. Mayor Lizee asked the Councilmembers to provide her with their feedback on the year -end performance review for the City Administrator. Mayor Lizee stated she has a coffee with the mayor session scheduled for November 11 "' from 8:00 A.M. — 10:00 A.M. CITY OF SHOREWOOD REGULAR COUNCIL MEETING MINUTES November 8, 2010 Page 9 of 9 12. ADJOURN Turgeon moved, Woodruff seconded, Adjourning the City Council Regular Meeting of November 8, 2010, at 7:54 P.M. ?Motion passed 7:54. RESPECTFULLY SUBMITTED Christine Freeman, Recorder ATTEST: Mayor Brian Heck, City Administrator /Clerk Department Finance Item Description: �] From: Michelle Nguyen Bruce Delong Council Meeting Item Number November 22, 2010 3A Verified Claims Background / Previous Action Claims for council authorization. The attached claims list includes checks numbered 50841 through 50949, and EDA check numbered 1217 totaling $231,417.03. Staff Recommendation Staff recommends approval of the claims list. VENDOR SET: 01 City of Shorewood BANK: 1 BEACON BANK DATE RANGR:'_1 /09/2010 THOU 99/99/9999 CHECK VENDOR I.D. NAME ,STATUS DATE 00051 SHIPS - FEDERAL W/H D 11/09/2010 00092 MN DEPT OF REVENUE D 11/09/2010 20005 WELLS FARGO HEALTH BENEFIT SVC D 11/09/2010 19965 NORTHLAND TRUST SERVICES, INC. R 11/22/201.0 00086 AFSCNE COUNCIL 5 R 11/09/2010 00053 ICMA RETIREMENT TRUST- 302131 -4 R 11/09/2010 00052 PERA R 11/09/2010 1 MOLITOR & ASSICIATES R 11/22/2010 i TIT_LENEXUS, LLC R 11/22/201.0 25700 UNIVERSITY OF MINNESOTA R 11/22/2010 00079 MEDICA R 11/18/2010 00500 AAA STRIPING SERVICE CO. R 11/22/2010 01250 AHLSTROM, SANDRA M. R 11/22/2010 29239 ALRICK, LISA LOUISE R 11/22/2010 29169 ANDERSON, BETTY R 11/22/2010 01977 ANDERSON, KRISTI B. R 11/22/2010 29346 ASLESEN, DIANNE M. R 11/22/2010 29168 BARGA, MICHAEL H. R 11/22/2010 1 BENCHMARK LEARNING R 11/22/2010 29169 BERG, LOIS ANN R 11/22/2010 29170 BOYNTON, KAREN R 11/22/2010 29171 BRANDHORST, TENA S. R 11/22/2010 ZNVOZCE CHECK CHECK CHECK AMOUNT DISCOUNT NO STATUS AMOUNT 000000 1.1,595.54 000000 1,946.55 000000 985.60 001219 72,683.75 050841 267.68 050842 1,358.55 050843 6,758.16 050845 199.66 050846 250.47 050847 275.00 050848 15,916.80 050849 15,705.00 050850 56.00 050851 144.00 050852 76.00 050853 252.01 050854 122.00 050855 150.00 050856 221.00 050857 54.00 050858 76.00 050859 146.00 I rnle VENDOR SET: 01 City of Shorewood BANK; 1 BEACON BANK DATE RANGE:11 /09/2010 THRU 99/99/9999 CHECK INVOICE CHECK CHECK CHECK VENDOR I.D. NAME STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT 29172 BUCHER, MARLYS .:. R 11/22/2010 050860 140.25 04081 CARQURST AUTO PARTS R 11/22/2010 050861 70.76 29173 CHINANDER, MARY AND R 11/22/2010 050862 64.00 07600 CITY OF EXCELSIOR R 11/22/2010 050863 7,485.29 29348 CLINE, KEN GEORGE R 11/22/2010 050864 134.00 05305 COMMUNITY REC RESOURCES R 11/22/2010 050865 2,464.00 29349 CONLEY, KEVIN SCOTT R 11/22/2010 050866 163.63 29350 CREDIT, JANET L. R 11/22/2010 050867 76.00 29236 CROSS DAVID R 11/22/2010 050868 1 05885 CURTAGAN BOTTLED WATER R 11/22/2010 050869 102.34 29363 DeJONG, BRUCE R 11/22/2010 050870 63.00 29351 DOWNING, MARY THERESA R 11/22/2010 050891 132.00 29234 ERICKSON, WILLIAM R 11/22/2010 050872 170.00 07265 ESRI, SNC. R 11/22/2010 0508)3 405.82 12125 FEDEX KINKO'S R 11/22/2010 050874 14.46 50112 FISH, REBECCA R 11/22/2010 050875 138.00 29244 FRADETTE, KATHLEEN R 11/22/2010 050876 76.00 08712 G 5 K SERVICES R 11/22/2010 050877 192.25 29211 GAGNE, MARILYN R 11/22/2010 050878 110.00 29209 GAMES, ROBERT R 11/22/2010 050879 78.00 29212 GERMAN, EUGENE R 11/22/2010 OS0880 78.00 27195 GRAINGER, INC R 11/22/2010 050881 . 1,479.00 I VENDOR SET: 01 City of Shorewood BANK: _ BEACON BANK DATE RANGE:11 /09/2010 THRU 99/99/9999 iNVOIC5 CHECK CHECK CHECK AMOUNT DISCOUNT NO STATUS AMOUNT 050882 129.60 050883 130.00 050884 60.00 050885 92.00 050886 64.00 050887 136.00 050888 68.00 050889 98.00 050890 64.00 050891 136.00 050892 1,802.40 050893 140.25 050894 248.49 050895 158.00 050896 12.00 050897 19,516.00 050898 132.00 050899 56.00 050900 82.00 050901 69.95 050902 68.00 050903 84.00 CHECK VENDOR I.D. NAME STATUS DATE 10000 GROUT, TWILA R 11/22/2010 29213 RINSER, PATRICIA R 11/22/2010 07900 DAWKINS, INC. R 11/22/2010 29177 H£DTKE, NIKKI R 11/22/2010 10506 HENN CTY INFO TECHNOLOGY DEPT R 11/22/2010 29206 HERZIG, MICHAEL R 11/22/2010 29214 KAPOLKA, JOSEPH R 11/22/2010 29352 KEELER, NILLIAM CONVXRSE x 11/22/2010 29353 KELLY, DIANA KROM R 11/22/2010 29179 KENDRICK, JAMES EDWARD R 1.1/22/201.0 11650 KENNEDY & GRAVEN, CHARTERED R 11/22/2010 29180 6ABORE, CARLA KAY R 11/22/2010 13070 LANDINI, JAMES R 11/22/2010 29354 LANE, KAREN M. R 11/22/2010 291.81 LARSON, AUDREY L. R 11/22/2010 13302 LEAGUE OF MINNESOTA CITIES IN R 11/22/2010 29162 LEELENS, SHIRLEY J. R 11/22/2010 29183 LEVACK, GORDON R 11/22/2010 29355 LEWIS, MARTHA ALBRECHT R 11/22/2010 21340 LOCAL LINK R 11/22/20'_0 29356 LOUIS, SANDRA S. R 1'- /22/20-0 29185 LOVE, ELAINE MARIE R 11/22/201.0 iNVOIC5 CHECK CHECK CHECK AMOUNT DISCOUNT NO STATUS AMOUNT 050882 129.60 050883 130.00 050884 60.00 050885 92.00 050886 64.00 050887 136.00 050888 68.00 050889 98.00 050890 64.00 050891 136.00 050892 1,802.40 050893 140.25 050894 248.49 050895 158.00 050896 12.00 050897 19,516.00 050898 132.00 050899 56.00 050900 82.00 050901 69.95 050902 68.00 050903 84.00 VENDOR SET: 01 City of Shorewood BANK: 1 BRACON BANK DATE RANGE:11 /09/2010 THRU 99/99/9999 CHECK VENDOR I.D. NAME STATUS DATE 29189 MAJESTIC, JILL DOROTHY R 11/22/2010 29249 MARTIN, ROXANNE MARIE R 11/22/201.0 29235 MCCOY, MELANIE SUE R 11/22/2010 29191 MCDAVITT, PAMELA ANN R 11/22/2010 29210 MCDONALD, MICHAEL PATRICK R 11/22/201.0 29192 MCDONALD, PAMELA J. R 11/22/2010 29266 METRO BLOOMS R 11/22/2010 15300 METRO SALES, INC. R 11/22/2010 17144 MINNESOTA POLLUTION CONTROL AG £ 11/22/2010 50001 MNSPECT, INC. R 11/22/2010 18085 MOORE, JULIE R 11/22/2010 29215 NELSON, CORY JAY R 1.1/22/2010 29229 NILES, CHARLES ARDEN 3 11/22/2010 29216 NOACK, JEROME R 11/22/2010 2921.9 NORMAN, MIECHELLE LEE R 11/22/2010 1 NORSK£ ELECTRIC INC R 11/22/2010 20000 NO_-ES, KERRY S KAPOLKA, JOE R 11/22/20:0 29357 O'NEILL, LUANNE CAROL, R 11/22/2010 29238 O'NEILL, WILLIAM JOHN R 11/22/2010 15900 OCFICE DEPOT R 11/22/201.0 29194 GOLD, ELEANOR M. R 11/22/2010 20215 OSGOOD, NANCY LOUISE R 11/22/2010 INVOICE CHECK CHECK CHECK AMOUNT DISCOUNT NO STATUS AMOUNT 050904 134.00 050905 132.00 050906 22.00 050909 56.00 050908 60.00 050909 54.00 050910 818.60 050911 6554.00 050912 400.00 050913 525.00 050914 300.00 050915 '12.00 050916 120.00 050917 68.00 050918 58.00 050919 6,32223 050920 96.00 050921 56.00 050922 76.00 050923 239.07 050924 78.00 050925 102.00 i ,1,....a 1 :— e.: Ale aisiVxr u". xneCxt PAGE: 6 VENDOR SET: 01 City of Shorewood BANK: 1 BEACON BANK DATE RANGE:11 /09/2010 THEE 99/99/9999 CHECK INVOICE CHECK CHECK CHECK VENDOR I.D. NAME STATUS DATE. AMOUNT DISCO:iNT NO STATUS AMOUNT 29208 PRETZEL, THERESE TERRY R 11/22/2010 050926 68.00 20268 PANCHYSITYN, SCAN R 1.1./22/2010 050927 332.08 29195 PAULSEN, CAROL ANN R 11/22/2010 050928 138.13 20500 PETTY CASH R 11/22/2010 050929 20.00 29358 POLSON, CHRISTOPHER CHARLES R 11/22/2010 050930 159.25 26100 QWEST A 1.1/22/201.0 050931 551.66 29198 BABY, SEAN ANN R 11122/2010 050932 92.00 29199 BABY, TEDDY T. A 11/22/2010 050933 76.00 29359 SCHNEIDER, THOMAS E. R 1'_/22/2010 050934 56.00 29360 SIMCOX, LYNDA M. R 11/22/2010 050935 64.00 29339 SKEIF„ PAT R - 11./22/20 - 10 050936 360.00 29200 SMELTZER, VIRGIN L. R 11/22/2010 050937 157.25 23500 SO LK MTKA POLICY DEPT R il/22/2010 050938 302.92 23656 STARK, BRUCE A 11/22/2010 050939 215.00 29202 STEIN, SANE F. R 11/22/2010 050940 140.25 29101 SUN NEWSPAPERS R 11/22/2010 050941 42.90 1.7200 SUN PATRIOT NEWSPAPERS R 11/22/2010 050942 117.30 29361 THOMPSON, XYLE B. A 11/22/2010 050943 142.38 25050 TOWER, TERRY R 11/22/201,,,0 050944 209.98 29221 TRd ➢NICK, MILDRED F. R 11./22/2010 050945 90.00 25900 UNIVERSITY OF MINNESOTA A 11./22/2010 050946 65.00 27190 WACONIA FARM SUPPLY A 11/22/2010 050947 66.23 ti /1n /tuiV is §u PM A/P HISTORY CHECK REPORT PAGE: 7 VENDOR SET: 01 City of Shorewood SANK: 1 BEACON HANK DATE RANGfl: /09/2010 THRU 99/99/9999 VENDOR I.D. NAME: 29245 WHITE, SHERRY DAVIS 28900 ZEE MEDI SERVICE CHECK =010E CHECK CEECK CHECK STATUS DATE AMOUNT DISCOUNT NO STATUS AMOUNT R 11/22/2010 050948 132.00 R 11/22/2010 050949 75.35 ** T O T A L S ** NO REGULAR CHECKS: 109 HAND CHECKS: 0 DRAFTS: 3 EFT: 0 NON CHECKS: 0 VOTD CHECKS: 0 VOID DEBITS VOID CREDITS TOTAL ERRORS: 0 VENDOR SET: 01 BANK: 1 TOTALS: 112 BANK: 1 TOTALS: 112 REPORT TOTALS: 113 CHECK AMOUNT DISCOLEMR 'TOTAL APPLIED 164,903.15 0.00 164,903.15 0.00 0.00 0.00 14,527.69 0.00 14,527.69 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 179,430.84 0.00 179,430.84 179,430.84 0.00 179,430.84 179,430.84 0 .00 179,430.84 VENDOR SORT KEY DATE DESCRIPTION FUND DEPARTMENT AMOUNT AAA STRIPING SERVICE CO. 11/22/10 PAVEMENT MARKINGS Genera'_ Fund Streets & Roadways 11,500.00 11/22/10 PAVEMENT MARKINGS Technology Fund TECHNOLOGY FUND 4,205.00 TOTAL: 15,705.00 AFSCME COUNCIL 5 11/09/10 P/R DEDUCTS - UNION DUES General Surd NON- DEPARTMENTAL 269.68 TOTAL: 267.68 AHLSTROM, SANDRA M. 11/22/10 NOV ELECTION General Surd Elections 56.00 TOTAL: 56.00 ALRICK, LISA LOUISE 11/22/10 NOV ELECTION General Fund Elections 144.00 TOTAL: 144.00 ANDERSON, BETTY 11/22/10 NOV ELECTION General Fund Elections 76.00 TOTAL: 76.00 ANDERSON, KRISTI B. 11/22/10 PARE COMMISSION ETC 11/09 General Fund Parks & -Recreation 150.00 11/22/10 SSCC- SUPPLIES Southshore Co ^mvni Secior Community Cents 102.01 TOTAL: 252.01 ASLESEN, DIANNE M. 11/22/10 NOV ELECTION General Fund Elections 122.00 TOTAL: 122.00 BARGE, MICHAEL A. 11/22/10 NOV ELECTION General Fund Elections 150.00 TOTAL: 150.00 BERG, LOIS ANN 11/22/10 NOV ELECTION General Fund Elections 54.00 TOTAL: 54.00 BOYNTON, KAREN 11/22/10 NOV ELECTI0N General. Fund Elections 76.00 TOTAL: 76.00 BRANDHORST, TENA J. 11/22/10 NOV ELECTION General Fund Elections 146.00 TOTAL: 146.00 SUCHER, MARLYS J. 11/22/10 NOV ELECTION General Fund Elections 140.25 TOTAL: 140.25 CARQUEST AUTO PARTS 11/22/10 SEALED BEAM F.SADLAMPS General Fund Public Works 70.96 TOTAL: 70.76 CHINANDER, MARY ANN 11/22/10 NOV ELECTION General Fund 8lections 64.00 TOTAL: 64.00 CITY OF EXCELSIOR 11/22/10 3RD QTR JOINT USE Sanitary Sewer Uri Sewer 7,485.29 TOTAL: 7,485.29 CLINE, KEN GEORGE 11/22/10 NOV ELECTION General Enna Elections 134.00 TOTAL: 134.00 COMMUNITY BBC RESOURCES 11/22/1.0 PCS - 11/08/10 - 11/19/10 General Fvnd Pa_Tk6 & Recreation 2,295.00 11/22/10 SECT ASSISTANT - 11 /11 -11/ Southshore Co.., Sensor Community Cents 169.00 TOTAL: 2,464.00 CONLEY, KEVIN SCOTT 11/22/10 NOV ELECTION General Fund Elections 163.63 TOTAL: 163.63 VENDOR SORT KEY DATE DESCR FUND DEPART A MOUNT CREDIT, JANET L. 11/22/10 NOV ELECTION General Fund Elections 76.00 TOTAL: 76.00 CROSS, DAVID 11/22/10 NOV ELECTION General Fund Elections __- 1 10.00 TOTAL: 110.00 CULL,IGAN BOTTLED WATER 11./22/10 DRINKING WATER SVC General Fund Municipal Buildings 59.14 11/22/10 OCT SSCC SALT Southshore Communi Senior Community Cents 43.20 TOTAL: 102.35 DOWNING, MARY THERESA 11/22/10 NOV ELECTION General Fund Elections 132.00 TOTAL: 132.00 DeTONG, BRUCE 11/22/10 GROG M5'ETING- MILEAGE & RFC General Fund Finance 36.00 11/22/10 LMC REGIONAL MEETING MILEA General Fund Finance 27.00 TOTAL: 63.00 EFTPS - FEDERAL W/H 11/09/1.0 FEDERAL W/H General Fund NON- DEPARTMENTAL 4,285.30 11/09/10 FICA W/H General Fund NON - DEPARTMENTAL 2,962.31 11/09/10 MEDICARE W/H General Fund NON DEPARTMENTAL 692.51 11/09/10 FICA W/H General Fund Admini.tration 218.78 11/09/10 MEDICARE W/H General Fund Administration 51.19 11/09/1.0 FICA W/H General Fund General Government 241.48 11./09/1.0 MEDICARE W/H General Fund General Government 56.47 1.1/09/10 FICA W/H General Fund Elections 226.21 11/09/10 MEDICARE WIN General Fund Elections 52.90 11/09/10 FICA W/H General Fund Finance 164.84 12/09/10 MEDICARE W/H General Fund Finance 38.56 11/09/10 FICA W/H General Fund Planning 268.76 11/09/:0 MEDICARE W/H General Fund Planning 62.86 11/09/10 FICA W/H General Fund Protective Inspection. 188.05 11/09/10 MEDICARE W/H General Fund Protective Inspections 43.97 li/09/10 FICA W/H General Fund City Engineer 193.16 11109110 MEDICARE SIM General Fund City Engineer 45.19 11/09/10 FICA W/H General Fund Public Works 536.10 11/09/ MEDICARE W/H General Fund Public Works 125.39 11/09/10 FICA W/H General Fund Streets & Roadway. 198.98 11/09/10 MEDICARE W/H General Fund Streets & Roadways 46.53 11/09/10 FICA W/H General Fund Tree Maintenance 120.24 11/09/10 MEDICARE W/H General Fund Tree Maintenance 28.13 11/09/10 FICA W/H General Fund Parks & Recreation 142.84 11/09/10 MEDICARE^, W/H General Fund Parks & Rec reatiov 33.40 11/09/10 FICA W/H Southshore Communi Senior Community Cents 33.07 11/09/10 MEDICARE W/H Southshore Communi Senior Community Cents 7.74 11/09/10 FICA W/H Water UtiLty Water 262.04 11/09/10 MEDICARE W/H Water Utility Water 61.28 11/09/10 FICA W/H Sanitary Sewer Uti Sewer 133.46 11/09/10 MEDICARE W/H Sanitary Sewer Uti Sewer 31.22 11./09/10 FICA W/H Recycling Utility Recycling 3.09 11/09/10 MEDICARE W/H Recycling Utility RecycLng 0.72 11/09/1.0 FICA W/H Stormwater Managem STORMWATER MANAGEMENT 3L21 11 /09/10 MEDICARE W/H Stormwater Managem STORMWATER MANAGEMENT 7.30 TOTAL: 11,595.54 ERICKSON, WILLIAM 11 /22/10 NOV HLRC'TTON General Fund Elections 170-00 TOTAL: 170.00 ♦i- io -c,i„ -'r -, � u u ry L 1 L F.111l nY 1111Ultt NVVGI Ib Yn GG, LU1V YHIiG: S VE NDOR SORT KEY DATE DESCR FUND DEPA RTMENT AMO 2SRI, INC. 11/22/1.0 2011 SUBSCRIPTION General Fund City Engineer _ 405.82 TOTAL: 405.82 FEDEX KINKO'S 11/22/10 5620 STAR IN CLASS General Fund Protective Inspections 14.46 TOTAL: 14.46 FISH, REBECCA 11/22/10 NOV ELECTION General Fund Elections 138.00 TOTAL: 138.00 FRADETTE, KATHLEEN 11/22/10 NOV ELECTION General Fund Elections 96.00 TOTAL: 96.00 G & K SERVICES 11/22/10 PW SVC General Fund Public Works 192.25 TOTAL: 192.25 GAGNE, MARILYN 11/22/10 NOV ELECTION General Fund Elections 110.00 TOTAL: li0.00 GAGNE, ROBERT 11/22/10 NOV ELECTION General Fund Elections 78.00 TOTAL: 78.00 GERMAN, EUGENE 11/22/10 NOV ELECTION General Fund Elections 78.00 TOTAL: 78.00 GRAINGER, INC 11/22/10 LAMPS & BALLAST FOR ST LIG General Fund Traffic Control /Sts Li 1,479.00 TOTAL: 1,479.00 GROUT, TWILA 11/22/10 NAPA CONVENTION /PARK & MIL General Fund General Government 127.60 TOTAL: 127.60 HAUSER, PAIR *.CIA 11/22/10 NOV ELECTION General Fund Elections 130.00 TOTAL: 130.00 HAWK "NS, INC. 1 1/22/10 CRLORINE Water Utility Water 60.00 TOTAL: 60.00 HHDTKF„ NIKKI 11/22/10 NOV ELECTION General Fund Elections 72.00 TOTAL: 12.00 HANN CTY 'N O TECHNOLOGY DEPT 11/22/10 OTC 800MH2 RADIO General Fund Public Works 64.00 TOTAL: 64.00 HERZIG, MICHAEL: 11/22/10 NOV ELECTION General Fund Elections 136.00 TOTAL: 136.00 IC,MA RETIREMENT TRUST- 302131 -457 11/09/1.0 P/B DEDUCTS - DEFERRED CAM General Fund NON- DEPARTMENTAL 1,025.00 11/09/10 P/R DEDUCTS- DEFERRED CON General Fund NON DEPARTMENTAL 333.55 TOTAL: 1,358.55 KAPOLKA, JCSEOE 1.1/22/1.0 NOV ELECTION General Fund Elections 68.00 TOTAL: 68.00 KEELER, WILLIAM CONVERSE 11/22/10 NOV ELECTION General Fund Elections 98.00 TOTAL: 98.00 KELLY, DIANA KROM 11/22/10 NOV ELECTII0N General Fund Elections 64.00 VENDOR SORT KEY DATE DE SCRIPTION FUND DEPARTMENT AMO TOTAL: 64.00 KENDRICK, JAMES EDWARD 11/22/10 NOV ELECTION General Fund Elections 136.00 TOTAL: 136.00 KENNEDY & GRAVEN, CHARTERED 11 /22/10 OCT- GENERAL General Fund Proessional Svcs _,541.40 11/22/10 OCT- RON JOHNSON General Fund Professional Svcs 261.00 TOTAL: 1,802.40 LAHORE, CARLA KAY 11/22/10 NOV ELECTION General Fund Elections 140.25 TOTAL: 140.25 LANDIS', JAMES 11/22/10 MLLLAGE General Fund City Engineer 19.00 11/22/10 GTE General Fund City Engineer 39.99 11/22/10 WELLNESS General Fund City Engineer 40.00 11/22/10 GPS DATA PRONE General Fund City Engineer 149.50 'I'0'TAL: 248.49 LAND', KAREN M. 11/22/10 NOV ELECTION General Fund Elections 358.00 TOTAL: 158.00 LARSON, AUDREY S. 11/22/10 NOV ELECTION General Fund Elections 12.00 TOTAL: 12.00 LEAGUE OF MINNESOTA CITIES INS TRUST 11/22/10 NOV /20 - .0 NOV/2011 WORKER C General Fund Municipal Buildings 18,150.00 1112211.0 NOV /2010 N0V/2011 WORKER C Water Utility Water 683.00 11/22/10 NOV /2010 -NOV /20 WORKER C Sanitary Sewer Uti Sewer 683.00 TOTAL: 19,516.00 LEEBENS, SHIRLEY J. 11/22/10 NOV ELECTION General Fund Elections 132.00 TOTAL: 132.00 LEVACK, CORDON 11/22/10 NOV ELECTION General Fund Elections 56.00 TO'T'AL: 56.00 LEWIS, MARTHA ALBRECHT 11/22/10 NOV ELECTION General Fund Elections 82.00 TOTAL: 82.00 LOCAL L'.[NK 11/22/10 DEC HEELING General Fund Municipal B2iid'ngs 69.95 TOTAL: 69.95 LOUIS, SANDRA S. 11/22/10 NOV ELECTION General Fund Elections 68.00 TOTAL: 68.00 LOVE, ELAINE MARIE 11/22/1.0 NOV L+ISECTION General Fund Elections 84.00 TOTAL: 84.00 MAJESTIC, JILL DOROTHY 11/22/10 NOV ELECTION General Fund Elections 134.00 TOTAL: 134.00 MARTIN, ROXANNE MARIE 11/22/10 NOV ELECTION General Fund Elections 132.00 TOTAL: 132.00 MCCOY, MELANIE SUE 11/22/10 NOV ELECTION General Find Elections 22.00 TOTAL: 22.00 I I I. 1. - rzoevat I vcin u,tt - V. _11- , . In,, I V ENDO R S ORT K EY DA TE DESCRIPTION F UND DEP ARTMENT AMOUNT MCDAVITT, PAMELA ANN 11/22 /10 NOV ELECTION General Fund Elections 56.00 TOTAL: 56.00 MCDONALD, MICHAEL PA'IRIC -X 11/22/10 NOV ELECTION General Fund E'_ectione 60.00 TO AL; 60.00 MCDONALD, PAMELA J. 11/22/10 NOV ELECTION General Fund Elections 54.00 TOTAL: 54.00 MEDICA 11/18/10 NOV - MEDICAL PERM General Fund Unallocated Expenses 14,916.80 TOTAL: 14,916.80 METRO Bt,00MS 11/22/10 CONSULTATION & DESIGN Stormwater Managem S70RMWATER MANAGEMENT 818.60 TOTAL: 818.60 METRO SALES, INC. 11/22/1.0 08/05 - 11/01/10 SVC General Fund Municipal Buildings 654.00 TOTAL: 654.00 MINNESOTA POLLUTION CONTROL AGENCY 11/22/10 RE- ISSUANCE -MS4 APPLIED 20 Stormwater Managem STORMWATER MANAGEMENT 400.00 TOTAL: 400.00 MISC. VENDOR BENCHMARK LEARNING 11/22/10 JAMES LANDINI- OUTLOOK 121 General Fund City Engineer 221.00 MOLITOR & ASSICIATES 11/22/10 04- 230103 -02 Water Utility NON DEPARTMENTAL 199.66 NORSKE ELECTRIC INC 11/22/10 MANOR PARK - REMOVE EXISTING Park Capital Impro Park Capital Improveme 6,329.23 TITLENEXUS, LLC 11/22/10 03- 391003 01 Water Utility NON- DEPARTMENTAL 250.49 TOTAL: 6,998.36 MN DEPT OF REVENUE 11/09/10 STATE W/H General Fund NON- DEPARTMENTAL 1,946.55 TOTAL: 1,946.55 PRISPECT, INC. 11/22/10 OCT INSPECTION SVC General Fund Protective Inspections 525.00 TOTAL: 525.00 MOORE, JULIE 11/22/10 2010 APPRECIATION GIFT CAR General Luck Council 300.00 TOTAL: 300.00 NELSON, CORY JAY 11/22/1.0 NOV ELECTION General Fund Elections 72.00 TOTAL: 72.00 NILES, CFARLES ARDEN 11/22/10 NOV ELECTION General land Elections 120.00 TOTAL: 120.00 NOACK, JEROME 11/22/10 NOV YGXCTION Genera'_ Fund Elections 68.00 TOTAL: 68.00 NORMAN, MIECHELLE LEE 11/22/10 NOV ELECTION General Fund Election8 58.00 TOTAL: 58.00 NORTHLAND TRUST SERVICES, INC. 11/22/10 EDA- SHORE08A- PAYMENT General Fund Mnnlcipai Buildings 45,000.00 11/22/10 EPA- SHOREOBA- PAYMENT General Fund M.unicipai Buildings 29,683.75 TOTAL: 72,683.75 NOYES, KERRY & KAPOLKA, JOE 11/22/10 NOV ELECTION General Fund Elections 96.00 TOTAL: 96.00 O'NEILL, LUANTA, CAROL 11 /22/10 NOV ELECTION General Fund Elections 56.00 11 -18 -2010 01:39 YM C O U N C I L REPORT BY VENDOR - NOVEMBER 22, 2010 PAGE: 6 VENDO SORT KEY DATE DESCR FUND DEPAR AMOUNT TOTAL: 56.00 O'NEILL, WILLIAM JOHN 11/22/10 NOV ELECTION General Fund Elections 96.00 TOTAL: 96.00 OFFICE DEPOT 11/22/10 COPPER PAPERS General Fund General Government 143.96 11/22/10 BATTERY BACKUP - BRUCE General. Fund Finance 95.1]. TOTAL: 239.07 OLIN, ELEANOR M. 11/22/10 NOV ELECTION General Fund Elections 98.00 TOTAL: 78.00 OSGOOD, NANCY LOUISE 11/22/10 NOV ELECTION General Fund Elections 102.00 TOTAL: 102.00 PRETZEL, THERESE TERRY 11/22/10 NOV ELECTIDN General Fund Elections 66.00 TOTAL: 68.00 PANCHYSITYN, JEAN 11/22/10 MILEAGE General Fund General Government 89.50 11/22/10 DINNER - ELECTION JUDGE General Fund Elections 244.58 TOTAL: 332.08 PAULSEN, CAROL ANN 11/22/10 NOV ELECTION General Fund Elections 138.13 TOTAL: 138.1.3 PDRA 11/09/10 P/R DEDUCTS -PERA General Fund NON - DEPARTMENTAL 3,119.17 11/09/10 P/R DEDUCTS -PERA General Fund Administration 254.74 11/09/10 P/R DEDUCTS -PERA General Fund General Government 272.63 11/09/'_0 P/R DEDUCTS -PERA General Fund Electiens 255.41 11/09/10 P/R DEDUCTS -PERA Genera]. Fund Finance 312.1.6 11/09/1.0 P/R DEDUCTS -PERA Genera]. Fund Planning 354.5 11/09/10 P/R DEDUCTS -PERA General Fund Protective Inspections 245.16 11/09/10 P/R DEDUCTS -PEAR General Fund City Engineer 220 -83 11/09/10 P/R DEDUCTS PEAK General Fund Public Works 632.01 11/09/10 P/R DEDUCTS -PERA GeneraL Fund Streets & Roadways 237.19 11/09 /110 P/R DEDUCTS -PERA General. Fend Tree Maintenance 140.12 11/09/10 P/R DEDUCTS -PERA General Fund Parks & Recreation 181.40 11/09/10 P/R DEDUCTS -PERA SOUthuhore COmP,uni Senior Community Cente 37.33 11/09/10 P/R DEDUCTS -PERA Water Utility Water 303.43 11/09/10 P/R DEDUCTS -PERA Sanitary Sewer Uti Sewer 153.34 11/09/10 P/R DEDUCTS -PERA Recycling Utility Recycling 3.49 11109110 P/R DEDUCTS -PFRA Stormwater Managem STORMWATER MANAGEMENT 35 .2 4 . TOTAL: 6,758.16 PETTY CASH 11/22/10 PAY FOR PICK UP DEAD DEER General Fund NON DEPARTMENTAL 20.00 TOTAL: 20.00 POLSON, CKRISTOPHER CHARLES 11/22/10 NOV ELECTION General Fend Elections 157.25 TOTAL: 157.25 QWEST 11/22/10 NOV SVC Water Utility Water 315.23 11/22/10 NOV SVC Water Utility Water 236.43 TOTAL: 551.66 BABY, JEAN ANN 11/22/10 NOV ELECTION GeneraL P'und Elections 92.00 TOTAL: 92.00 - 1 V1.SY or t. V V N l i u P111111 11 VCNUUK - 'UVEE." L2, LV1U PAGE: 7 VEND SORT K EY DATE DESCRIPTI FUND DEPA RTMENT AMOUNT RARE, TEDDY T. 11/22/i0 NOV ELECTION General Fund Elections 96.00 TOTAL: 96.00 SCHNEIDER, THOMAS E. 11/22/10 NOV ELECTION General Fund Elections 56.00 TOTAL: 56.00 EIMORE, LYNDA M. 11 /22/10 NOV ELECTION General Fund Elections 64.00 TOTAL: 64.00 SK£IE, PAT 11/22/10 WORK SESSION 08/23 -11/08 General Fund General Government 360.00 TOTAL: 360.00 SMELTZER, VIRGIL. L. 11/22/10 NOV ELECTION Genera! Fund Elections 159.25 TOTAL: 159.25 SO LK MTKA POLICE DEPT 11/22/1.0 PENN CTY PROCESSING FEE General Fund Police Protection 302.92 TOTAL: 302.92 STARK, BRUCE 11/22/10 2010 BOOTS REIM General Fund Public Works 215.00 TOTAL: 215.00 STEIN, GONE F. 11/22/10 NOV ELECTION General Fund Election6 140.25 TOTAL: 140.25 SON NEWSPAPERS 11/22/10 TMOBILE CUP 11/04 General Fund P;. Fining 42.90 TOTAL: 42.90 SUN PATRIOT NEWSPAPERS 11/22/10 ELECTION NOTICE 10/21 General Fund Elections 93.20 11/22/10 T- MOBILHI COP HEARING 11/09 General Fund Planning 44.10 'TOTAL: 117.30 THOMPSON, KYLE B. 11/22/10 NOV ELECTION General Fund Elections 142.38 TOTAL: 142.38 TOWER, TERRY 11/22/10 2610 BOOTS REIM General Fund Public Works 209.98 TOTAL: 209.98 TREBNICK, MILDRED F_ 11/22/10 NOV ELECTION General Fund Elections 90.00 TOTAL: 90.00 UNIVERSITY OF MINNESOTA 11/22/10 STORMWATER U FALL PROGRAM 1, General Fund City Engineer 65.00 11/22/10 SAN 26 -28/11 CONFERENCE General Fund City Engineer 275.00 TOTAL: 340.00 WACONIA EARN SUPPLY 11/22/10 CRAIG SAW SUPPLIES General Fund Tree Maintenance 66.23_ TOTAL: 66.23 WELLS FARGO HEALTH BENEFIT SVCS 11/09/10 P/R DEDUCTS -HSA General Fund NON- DEPARTMENTAL 889.60 ll /09/10 P/R DEDUCTS BAR General Fund General Government 96.00 TOTAL: 985.60 WHITE, SHERRY DAVIS 11/22/10 NOV ELECTION General Fund Elect ons 132.00 TOTAL: 132.00 ZEE MEDICAL SERVICE 11/22/10 FIRST AID SUPPLIES General Fund Public Works 75.35 'COTAL: 75.35 VENDOR SORT PRO LATE DESCRIPTION FUND DEPARTMENT AMOUNT *PAYROLL EXPENSES 11./08/2010 - 99/99/9999 General Fluid Admiaistratioa 3,639.20 General Fund General Government 3,894.74 General Fund Elections 3,648.76 General. Fund Finance 4,459.65 General Fund Planning 5,064.43 Genera! Fund Protective Inspections 3,502.51 General. Fund City Engineer 3,154.65 General Fund Public Works 9,028.81 General Fund Streets & Roadways 3,388.10 General Fund Tree Maintenance 22,001.84 Genera'_ Fund Parks, & Recreation 2,591.57 Southsnore Communi Senior Community Cente 533.38 Water Utility Water 4,334.83 Sanitary Sewer Lit Sewer 2,190.35 Recycling Utility Recycling 49.88 Stormwater Managem STORMWATER MANAGEMENT 503.49 TOTAL: 51,986.19 ------ _... -. - -.: FUND TOTALS 101 General Fund 200,923.02 402 Park Capital Improvements 6,327.23 408 Tecnuology Fund 4,205.00 490 Southshore Community Ctr. 925.73 601 Water Utility 6,706.37 611 Sanitary Sewer Utility 10,6')6.66 621 Recycling Utility 57.18 631 Stormwater Management Util 1,795.84 GRAND TOTAL: 231,417.03 TOTAL PAGES: 8 I1. -18 -2010 01:38 PM C O U N C I L REPORT BY DEPARTMENT NOVEMBER 22, 2010 PAGE: 1 DEPARTMENT FUN VENDOR NAM E, DATE DESCRIP "Lom AMOUNT NON DEPARTMENTAL General Fund SNIPS - PEDPRAL W/H 11/09/10 FEDERAL WIN 4,285.30 11109110 FICA W/H 2,962.31 11/09/10 MEDICARE W/8 692.81 PERA 11/09/10 P/R DEDUCTS -PERA 3,119.17 ICMA RETIREMENT TRUST- 302131 -457 1'/09/10 P/R DEDUCTS - DEFERRED CON 1,025.00 11/09/10 P/R DEDUCTS - DEFERRED COM 333.55 AFSCME COUNCIL 5 11/09/10 P/R DEDUCTS - UNION DUES 269.68 MN DEPT OF REVENUE 11 /D9 /10 STATE W/H 1,946.55 WELLS `r ARGO HEALTH BENEFIT SVCS 11/09/10 P/R DEDUCTS NSA 889.60 PETTY CASH 11/22/10 PAY FOR PICK UP DEAD DEER 20.00 TOTAL: 15,541.99 Council General Fund MOORE,.JULIE 11/22/10 2010 APPRECIATION GIFT CAR 300.00 TOTAL: 300.00 Administration General Fund EFIPS - FEDERAL W/H 11 /09/10 FICA W/H 218.98 11/09/10 MEDICARE W/H 51.19 PERA 11 /09/10 F/R DEDUCTS -PERA 204.94 - PAYROLL EXPENSES 11/08/2010 - 99/99/9999 3,639.20 TOTAL: 4,163.89 General GOVe;!nmeXt General Fund EFIPS - "FEDERAL W/H 11/09/10 FICA W /S3 241.48 11/09/10 MEDICARE W/H 56.49 PERA 11/09/10 CID DEDUCTS -PERA 272.63 GROUT, TWILA 11/22/10 NRPA CONVENTION /PARK R MIL 12).60 OFFICE DEPOT 11/22/10 COPIER PAPERS 143.96 WELLS FARGO HEALTH BENEFIT SVCS 11/09/10 P/R DEDUCTS -BSA 96.00 PANCHYSNYN, JEAN 11/22/10 MILEAGE 87.50 SUBIC, PAT 11/22/10 WORK SESSION 08/23 -11/08 360.00 'PAYROLL EXPENSES 11/08/2010 - 99/99/9999 3,894.94 TOTAL: 5,280.38 Eleoti0ne C-eneral Fund EFTPS - FEDERAL W/H 11/09/10 FICA W/H 226.21 11/09/10 MEDICARE W/H 52.90 PERA 11/09/10 P/R DEDUCTS -PERA 255.41 AHLSTROM., SANDRA M. 11./22/10 NOV ELECTION 56.00 SUN PATRIOT NEWSPAPERS 11/22/10 ELECTION NOTICE 10/21 73.20 NOTES, PERRY k KAPOLKA, JOE 11/22/10 NOV ELECTION 96.00 OSGOOD, NANCY LOUISE 1.1 /22/10 NOV ELECTION 102.00 PANCHYSITYN, JEAN 11 /22/10 DINNER - ELECTION JUDGL+ 244.58 ANDERSON, BETTY 11/22/10 NOV ELECTION 76.00 RINGS, MICHAEL H. 11./22/10 NOV ELECTION 150.00 BERG, LOIS AND 11/22/10 NOV ELECTION 54.00 BOYNTON, KAREN 11/22/10 NOV ELECTION 76.00 BRA€DHORST, TEMA J. 11/22/10 NOV ELECTION 146.00 BUCHER, MARLYS J. 11/22/10 NOV ELECTION 140.25 (CINANIDR, MARY ANN 11/22/10 NOV ELECTION 64.00 REDING, NIKKI 11/22/10 NOV ELECTION 12.00 KENDRICK, JAMES EDWARD 1.1/22/10 NOV ELECTION 136.00 LAHORE, CARLA KAY 11/22/10 NOV ELECTION 140.25 LARSON, AUBREY L. 11/22/10 NOV ELECTION 12.00 LEEBENS, SHIRLEY U. 11/22/10 NOV ELECTION 132.00 LEVACK, CORDON 11/22/10 NOV ELECTION 56.00 LOVE, ELAINE MARIE 11/22/10 NOV ELECTION 84.00 MAu'ESTIC, JILL DOROTHY 11/22/1.0 NOV ELECTION 134.00 MCDAVITT, PAMELA ANN 11/22/10 NOV ELECTION 56.00 DE P ART MENT FEND VENDOR NAME DA'Z' DESC RIPTI ON AMOUNT MCDONALD, PAMELA S. 11/22/10 NOV ELECTION 54 00 OGIN, ELEANOR M. 11/22/10 NOV ELECTION 78 .00 PAULSEN, CAROL ANN 11/22/10 NOV ELECTION 138.13 BABY, TEDDY T. 11/22/10 NOV ELECTION ')6.00 BABY, JEAN ANN 11/22/10 NOV ELECTION 92 00 SMELTZER, VIRGIL L. 11/22/10 NOV ELECTION 157.25 STEIN, JAEN F. 11/22/10 NOV ELECTION 140.25 HERZIG, MICHAEL 11/22/10 NOV ELECTION 136.00 PAETZEL, THERESE TERRY 11/22/10 NOV ELECTION 68.00 GAGNE, ROBERT 11 /22/10 NOV ELECTION 78.00 MCDONALD, MICHAEL PATRICK 11/22/10 NOV ELECTION 60.00 GAGNE, MARILYN 11/22/10 NOV ELECTION 110.00 GERMAN, EUGENE 11/22/10 NOV ELECTION 78.00 HAUSER, PATRICIA 11/22/10 NOV ELECTION 130.00 'LAPOLKA, JOSEPH 11/22/10 NOV ELECT LOW 68.00 NELSON, CORY JAY 11/22/10 NOV ELECTION 72.00 NOACK, JEROME 11/22/10 NOV ELECTION 68.00 NORMAN, MIECHELLE LEE 11/22/10 NOV ELECTION 58.00 TREBNICK, MILDRED P. 11/22/10 NOV ELECTION 90.00 NILES, CHARLES AADEN 11/22/10 NOV ELECTION 120.00 ERICKSON, WILLIAM 11/22/10 NOV ELECTION 170.00 MCCOY, MELANIE SUE 11/22/10 NOV ELECTION 22.00 CROSS, DAVID 11/22/10 NOV ELECTION 110.00 O'NEILL, WILLIAM JOHN 1.1. /22/10 NOV ELRCTION 76.00 ALRICK, LISA LOUISE 11./22/10 NOV ELECTION 144.00 eAADETTE, KATHLEEN 11/22/10 NOV ELECTION 7E.00 WHITE, SHERRY DAVIS 11 /22/10 NOV ELECTION 132.00 MARTIN, ENGADNE MARIE 11/22/10 NOV ELECTION 132.00 ASLESEN, DIANNE M. 11/22/10 NOV ELECTION 122.00 CLINE, KEN GEORGE. 11/22/10 NOV ELECTION 134.00 C0NLEY, KEVIN SCOTT 1.1. /22/1.0 NOV ETNCTi0N 163.63 CRADIt, JANET L. 11/22/10 NOV ELECTION 76.00 DOWNING, MARY THERESA 11/22/10 NOV ELECTION 132.00 KEELER, WILLIAM CONVERSE 11/22/10 NOV ELECTION 98.00 KELLY, DIANA KROM 11/22/10 NOV ELECTION 64.00 LANE, KAREN M. 1. "1/22/10 NOV EL.ECT'ION i58.00 LEWIS, MARTHA ALBRECHT 11 /22/10 NOV ELECTION 82.00 LOUIS, SANDRA S. 11/22/10 NOV ELECTION 68.00 O'NEILL, LUANNE CAROL 11/22/10 NOV ELECTION 56.00 POLSON, CHRISTOPHER CHARLES 11./22/10 NOV ELECTION 157.25 SCHNEIDER, THOMAS E. 11/22/10 NOV ELECTION 56.00 SIGNOR, LYNDA M. 11/22/10 NOV ELECTION 64 .00 THOMPSON, KYLE B. 11/22/10 NOV ELECTION 1.42.38 FISH, REBECCA 11/22/10 NOV ELECTION 138.00 * *PAYROLL EXPENSES 11/08/201.0 - 99/99/9999 3,648.76 TOTAL: 10,728.45 Fi"nce General Fund EPTPS FEDERAL W/H 11/09/10 FICA W/H 164.84 11/09/10 MEDICARE W/H 38156 PERA 11/09/10 P/R DEDUCTS -PERA 312.18 OFFICE DEPOT 11. /22/10 BATTERY BACKUP -BRUCF 95.11 Deu ONG, BRUCE 11/22/10 GFOA MEETING MILEAGE & PEG 36.00 11/22/10 LNG REGIONAL MEHT:[NG MILEA 27.00 11- lb -eV1V UL :dtl Yrvl l U U N U 1 L "bEuu1 tlY LEVNKI'MHN'1' - NOVLIMbGH 22, 2D2D PACE: 3 DE FUND VE NDOR NAME DATE DESCR IPTION AMO UNT *PAYROLL EXPENSES 11/08/2010 - 99/99/9999 4,459.65 TOTAL: 5,133.34 Professional Svcs General Fund KENNEDY k CRAVEN, CHARTERED 11/22/10 OCT- GENERAL 1,541.40 11/22/10 OCT- RON JOHNSON 26'_.00 TOTAL: 1,802.40 Planning General Fund EP1'PS - FEDERAL W/H 11./09/10 FICA WIN 268.96 11/09/1D MEDICARE W/H 62.86 PERA 11/09/10 P/R DEDUCTS -PERA 354.51 SUN PATRIOT NEWSPAPERS 11 /22/10 T- MOBILE CUP HEARING 11/09 44.10 ANN NEWSPAPERS 11/22/10 TMOBILE CUP 11/04 42.90 ­PAYROLL EXPENSES IJ/08/201.0 - 99/99/9999 5,064.43 TOTAL: 5,837.56 Municipal Buildings General Fund CULLIGAN BOTTLED WATER 1.1/22/10 DRiNKSNG WATER SVC 59. LEAGUE: OF MINNESOTA C[TIE.S INS TRUST 11/22/10 NOV /2010 -NOV /2011 WORKER C 18,150.00 METRO SALES, INC. 11/22/10 08/05- 11 /01 /10 SVC 654.00 NORTHLAND TRUST SERVICES, INC. 11/22/10 EDA- SHORE08A- PAYMENT 45,000.00 11/22/10 EDA- SHORE08A- PAYMENT 29,683.75 LOCAL LINK 11/22/10 DEC WEHLINK 69 95 TOTAL: 91,616.84 Police Protection General Fund SO LK MTKA POLICE DEPT 11/22/10 HENN ITS PROCESSING ENE 302.92 TOTAL: 302.92 Protective Inspections General Fund EFTPS - FEDERAL W/H 11/09/10 FICA W/H 188.05 11/09/10 MEDICARE W/H 43.97 PERA 11/09/10 P/R DEDUCTS -PERA 245.16 FEDEX RISKS 9 11/22/10 5620 STAR LN -PLANS 14.46 :ASPECT, INC. 11/22/ OCT INSPECTION SVC 525.00 --PAYROLL EXPENSES 11 /08 /2010 - 99/99/9999 3,502.51 TOTAL: 4,519.15 City Engineer Cenera:i Fund SERIES FEDERAL W/H 11/09/10 PICA W/H 193.16 11/09/10 MEDICARE W/H 45.19 PERA 1.1 /09/10 P/R DEDUCTS -PERA 220.83 ESRI, INC. 11/22/10 2011 SUBSCRIPTION 405.82 MISC. VENDOR BENCHMARK LEARNING 11/22/1D JAMES LANDINI- OUTLOOK 1.2/ 221.00 LANDINI, JAMES 11/22/10 MILEAGE 19.00 11/22/10 CPS 39.99 11/22/10 WELLNESS 40.00 11./22/10 CPS DATA PHONE 159.50 UNIVERSITY OF MINNESOTA 11/22/10 STORMWATER U EDU PROGRAM 1 65.00 11/22/10 CAN 26 -28/11 CONFERENCE 275.00 * *PAYROLL EXPENSES 11/08/2010 - 99/99/9999 3,154.65 TOTAL: 4,829.12 Public Works General Fund EFTP.S - PEEERAL W/H 11/09/'_0 FICA W/H 536.10 11/09/10 MEDICARE' W/H 125.39 PERA 11109110 P/R DEDUCTS -PERA 632.01 CARQUEST AUTO PARTS 11/22/10 SEALED HEM HEADLAMPS 70.76 G & K SERVICES 11 /22/10 PW SVC 192.25 HENN CTY INFO TECHNOLOGY DEPT 11/22/10 OCT 800MHZ RADIO 64.00 STARK, BRUCE 11/22/10 2010 HOOTS REIM 215.00 TOWER, TERRY 11/22/10 2010 BOOTS REIM 209.98 ii- t¢ -eUlU Ui. }p ell L V U LV l 1 u ",'1, 11 "'No1M15N1 LL, 'VIV lsajtl: 4 DEPARTMENT FUND VENDOR NAME DATE DESCRIPTIO AMOUNT ZEE MEDICAL SERVICE 11/22/10 FIRST AID SUPPLIES 75.35 ­PAYROLL EXPENSES 11/08/2010 - 99/99/9999 9,028.81 TOTAL: 11,149.65 Streets k Roadways General Fund EFTPS - FEDERAL W/H 11/09/10 FICA W/H 196,98 11/09/10 MEDICARE W/H 46.53 PERA 11 /09/10 P/R DEDUCTS PERA 237.17 AAA STRIPING SERVICE CO. 1 1/22/10 PAVEMENT MARKINGS 11,500.00 ­PAYROLL EXPENSES 11/08/2010 - 99/99/9999 3,388.10 TOTAL: 1.5,370.78 Traffic Control /St, Li General Fund GRAINGER, INC 11/22/10 LAMPS & BALLAST FOR .ST LIG _ 1 -00 TOTAL: 1,479.00 Tree Maintenance General Fund EFTPS - FEDERAL W/H 11/09/10 FICA W/H 120.24 11/09/10 MEDICARE W/H 28.13 PERA 11/09/10 P/R DEDUCTS -PERA '_40.12 WACONIA FARM SUPPLY 11/22/10 CHAIN SAW SOPPL3ES 66.23 ­PAYROLL EXPENSES 11/08 /2010 - 99/99/9999 2,001.84 TOTAL: 2,356.56 .Parks & Recreation General Fund FLIPS - FEDERAL KID 11/09/10 FICA w/H 142.84 11. /09/10 MEDICARE W/H 33 -40 PERA 11/09/10 P/E DEDUCTS -PERA 181 -40 ANDERSON, KRISTI 13. 11/22/10 PARK COMMISSION MTG 11/09 150.00 COMMUNITY REC RESOURCES 11/22/10 PCS - 11/08/10 -1s /19/10 2,295.00 ­PAYROLL EXPENSES 11/08/2010 - 99/99/9999 2,591.57 TOTAl: 5,394.21 Unallocated Expenses General Fund MEDICA 11 /18 /10 NOV - MEDICAL PREM 14,916.80 TOTAL: 14,916.80 Park Capital Improveme Park Capital Impro MISC. VENDOR NORSKE ELECTRIC INC 11/22/10 MANOR PARK REMOVE EXISTING 6,327.23 Y'0'PAL.: 6,329.23 TECHNOLOGY FUND Technology Fund AAA STRIPING SERVICE CO. 11 /22/10 PAVEMENT MARKINGS 4,205.00 TOTAL: 4,205.00 Senior Community Cente Southshore Conmuni EFTPS - FEDERAL W/H 11./09/10 FICA W/H 33.07 11/09/10 MEDICARE W/H 7.74 PROF 11/09/10 P/R DEDUCTS PEER 37.33 ANDERSON, KRISTI B. 11./22/10 SSCC- SUPPLIES 102.01 C0MMODITY MET RESOURCES 11/22/10 SSCC ASSISTANT - 11/11 !1/ 169.00 CULLIGAN BOTTLED WATER 11/22/10 OCT SSCC SALT 43.20 ­PAYROLL EXPENSES 11/08/2010 - 99/99/9999 533.38 TOTAL: 925.73 NON - DEPARTMENTAL Water Utility MISC. VENDOR MOLITOR & ASSICIATES 11/22/10 04- 230103 -02 199.66 TITLENEXLS, ALP 11/22/10 03- 397003 -01 250.47 TOTAL: 450.13 Water Water Utility EFTPS - FEDERAL W/H 11/09/10 FICA W/H 262.04 13./09/10 MEDICARE GIG 61.28 PERA. 11/09/10 P/R DEDUCTS FORD 303.43 HAWKINS, INC. 11/22/10 CHLORINE 60.00 LEAGUE OF MINNESOTA CITIES INS TRUST 11/22/10 N0V/2010 NOV/2011 WORKER C 683.00 DEPARTMENT FUND GRAND TOTAL: 231,419.03 TOTAL PAGES: 5 QWEST 11/22/10 NOV SVC 315.23 11/22/10 NOV SVC 236.43 — PAYROLL EXPENSES 11/08 /2010 - 99/99/9999 4,334.83 TOTAL: 6,256.24 .Sexier Sanitary Sewer Uti EFTPS - FEDERAL W/E 11109110 FICA W/H 133.46 11/09/10 MEDICARE W/H 31.22 PERA 11/09/10 P/R DEDUCTS -PERA 153.34 CITY OF EXCELSIOR 11/22/10 3RD QTR JOINT USE 9,485.29 LEAGUE OF MINNESOTA CITIES INS TRUST 11/22/10 NOV /2010 -NOV /2011 WORKER C 683.00 —PAYROLL EXPENSES 11/08/2010 - 99/99/9999 2,190.35 TOTAL: 10,676.66 Recycling Recycling Utility EFTPS - FEDERAL W/H 11/09/10 FICA W/H 3.09 11/09/10 MEDICARE W/H 0.92 PERA 3.1./09/10 P/R DEDUCTS -PERA 3.49 "PAYROLL EXPENSES 11 /08/2010 - 99/99/9999 49.86 'TOTAL: 59.18 STORMWATER MANAGEMENT Stormwater Manage. EFTPS - FEDERAL W/H 11/09/10 FICA W/H 31.21 11/09/10 MEDICARE W/H 9.30 SERA 11109110 P/R DEDUCTS-PERA 35.24 MINNESOTA POLLUTION CONTROL AGENCY 11/22/10 RE- ISSUANCE -MS4 APPLIED 20 400.00 METRO BLOOMS 13./22/10 CONSULTATION A DESIGN 818.60 — PAYROLL EXPENSES 11/08/2010 - 99/99/9999 503.49 TOTAL: 1,995.84 ------ _ -. -- FUND TOTALS 101 General Fund 200,923.02 402 Park Capital Improvements 6,329.23 408 Technology Fund 4,205.00 490 Southahore Community Ctr. 925.93 601 Water Utility 6,906.39 61'1 Sanitary Sewer Utility 10,696.66 621 Recycling Utility 59.'_8 631 Stormwater ManagementUtil 1,995.84 GRAND TOTAL: 231,419.03 TOTAL PAGES: 5 Department Council Meeting Item Number Administration November 22, 2010 3 - B From: Brian Heck, City Administrator Item — Benefits 2011 Description /Background /Previous Action Bruce and I reviewed the existing benefit package provided by the city and evaluated the current providers rates and benefit levels. The current package offered by the City includes Health insurance, life insurance at 1 x the employee's salary, short term disability, long term disability, and dental. Employees qualify for benefits based on the number of hours worked in a week. Health and dental requires 20 hours per week; life, short and long term disability requires 30 hours per week. Regular part -time employees that qualify can choose to participate in the program with a prorated city contribution. Health Surprisingly, the premiums for health coverage are going down about 1% from last year. The city currently offers a traditional plan with a $25.00 co -pay and 100% coverage after co -pay (25/100 plan) and a Health Savings Account (HSA) with a $2,500 deductible ($5,000 per family) then 100% after the deductible is met (2500/100). Medica provides our coverage and Wells Fargo administers our Health Savings Account 19T Unum provides our current life policy with coverage at 1 X salary up to $80,000. Employees do not have an option to purchase additional life for themselves, their spouse, or children. The 2011 rate increased to .35 per $1,000 of salary. I contacted the Ochs agency, which is associated with the League of Minnesota Cities and provides life insurance coverage through Minnesota Life. Their plan provides 1 X salary up to $100,000. The cost for this coverage is .158 per 1,000 of salary. Both plans offer Accidental Death and Dismemberment (AD &D). Unum costs $.04 per $1,000 for total of $39 and Minnesota Life costs $.02 per $1,000 for a total cost of $178. In addition, the Minnesota Life product allows employees to purchase additional life on themselves up to $300,000; additional coverage on their spouse up to $150,000; and coverage for children up to $10,000. There is no medical qualification for the employees' base coverage, or for the first $25,000 on a spouse, or for children. Bruce and I compared this coverage alongside alternatives provided by Tom Kingston the city's broker and also discussed the plan with the benefits committee. Based on our review and review by the benefits committee, the Minnesota Life product appears the superior choice. Council Action: ._..._ m.___ ______. _ ____w._.._w _.._.___ Short and Long Term Disabilit Unum provides coverage for both short and long term disability. Short term disability provides for partial salary replacement for up to 13 weeks following an exclusion period. Long term disability provides for partial salary replacement for longer term disability. Unum provides 60% of the employee's weekly wage up to $1,000. The exclusion period is 1 day for injury and 7 days for sickness. Long term disability provides 60% of the employee's monthly wage up to $6,000 and continues until the employee reaches age 65. The long term benefit begins 90 days after the incident or when the short -term benefit expires. Rates through Unum are $0.39 per $10 of weekly for short term and $0.47 per $100 monthly salary for long term. Bruce and I received a quote from the Ochs agency for this coverage as well. They offer the same benefit level and terms for the short and long -term through Prudential. The only substantial difference is Prudential provides a minimum payment on the short term plan of $50.00 and has a better exclusion on pre- existing conditions. Rates are $0.34 per $10 of weekly salary for short term and $0.275 per $100 of monthly salary for long term. The other agency also quoted another provider offering a richer own occupation benefit for senior staff with earnings of $30,000 or more such that the own occupation definition lasts for 60 months rather than the 36 provided in the other two options. Assurant underwrites the plan and the rates are as follows: short term $0.36 and long term $0.49. Bruce and I discussed and compared these options against the options provided by Mr. Kingston. We also discussed these plans with the benefits committee and staff. Again, the conclusion is the package offered through the Ochs agency is the best option. The plan we recommend is the Prudential plan. Dental Our current provider plans to increase rates by approximately 9 %. We looked at alternative providers including Medica, our health plan provider, and Delta Dental. The current provider offers three levels of coverage — single, single +1, and family. The benefit covers 100% preventative, which consists of twice a year cleaning and polishing, fluoride treatment for kids under 13, bitewing x -rays once a year, and full x- ray once every five years. Basic procedures such as fillings, endodontic, etc. are covered at 80 %, and major work is covered at 50% with a $50.00 deductible and $1,000 max annual benefit. The current plan premium is $37.74 single, $81.06 employee + 1, and $111.30 family. Medica offers two levels of coverage: same plan as the current plan for $35.45 single or $100.20 Family. The difference between the two plans is Medica provides for $1,500 maximum annual benefit. Medica offers a standard plan with the same preventative program; however, all other treatments are at 50% with an annual maximum of $1,000. The premium for the standard plan is $28.75 Single and $81.70 family. The standard and enhanced do not include orthodontics, but this can be added as an option for additional premium dollars. Orthodontic care is shared at 50/50 under both plans with a life time maximum starting at $1,000. Mr. Kingston provided us with additional options to consider. I also contacted Delta Dental for clarification on the information provided by Tom. Delta dental provides a standard plan or an enhanced plan. Under each of these plans, the employee has two additional options: plan I or plan II. Plan I allows the employee to select a dentist in a PPO network or premier network. Plan II only provides the premier network. The dentists who participate in the PPO network agree to greater discounts for service and the cost sharing between the insurance provider and the employee for procedures is greater. The premier network under plan I and plan 11 have lower negotiated discounts and more cost on the employees side. The maximum annual benefit for the PPO is $2,000 and only $1,000 for plan 11 premier network. The other difference is the PPO does not require any deductible, whereas the premier network does. The enhanced plan provides coverage for all extractions (standard only covers basic extractions), complex oral surgery, complex endodontic care, complex periodontal, and restorative cast, post, and core buildup, including pins and posts for crowns. The monthly premium for the standard coverage is - $36.95 employee, $71.30 employee +l, and $97.35 family. The enhanced plan rate is - $39.25 single, $75.80 employee +l, and $103.40 family. Tom offered two options for dental and the rates for the dental are contingent on taking life and disability through the company as well. Bruce and I reviewed the dental offerings with non -union staff as union staff receives dental through the union. The conclusion we arrived at is the packages offered by Tom are more costly. Recommendation: Staff recommends the City: 1) keep the existing health insurance provider— Medica —and continue to offer the co -pay plan and the Health Savings Account Plan; 2) switch the life insurance and the short and long term disability plan to Ochs Agency and obtain life through Minnesota Life and the disability insurance through the Prudential; 3) switch the dental coverage to Delta Dental enhanced coverage without orthodontic ; and 4) provide $850.00 per month toward benefit coverage and allow employees who take the Health Savings Account option to keep the savings for application toward the single deductible up to $2,500. Effective 01101/11 Dental Rates Broker Options Staff Recommendation Carrier Princi al Guardian Delta Dental Difference between Difference between Maximum Benefits $1,000 per calendar year $1,000 per calendar year $2,000 per calendar year Gaurdian Principal $ (154.08) $ 93.84 $ (1,928.41) $ (886.79) $ (94111) $ (2,326.34) $ 158.15 S 632.59 $ (2,867.45) $ (2,38z70) Deductible $50 per calendar year $50 per calendar year no deductible if PPO Preventive Procedures 100% 100% 100% Basic Procedures Deductible /80% 80% Fillings 90 %, other 80% Major Procedures 50% 50% 50% Rate Guarantee 1 year Participation 75°% 80% 80% Employee $35.85 $34.10 $39.25 Employee and Spouse $77.01 $66.51 $75.80 Employee and Child rep Em to eeand Famil $105.74 $118.78 $10120 Monthly Premium $792.08 $812.74 $ 799.90 Annual Premium $9,504.96 $9,752.88 $ 9,598.80 Life Rates Principal Guardian $100,000 $100,000 $100,000 $100,000 2 Years 3 Years $0202 $0.290 $0.039 $0.025 Minnesota Life $100,000 $100,000 3 Years $ 0.158 $ 0.020 $024 $0.32 $ 0.178 Monthl Premium $282.69 $369.50 $ 208.794 Annual Premium $3,39232 $4433.94 $ 2,505.528 LTD and STD Rates Principal Guardian 60% to $6000 60% to $6000 $100 $50 Non Contributory Non Contributory 2 Years 3 Years 100% 100% $0.460 $0.35 Prudential 60% to 6000 $ 100.00 Non Contributo 2 Years 100% $ 0.275 Monthly Premium $482.03 $366.77 $288.17 Annual Premium $5,784.41 $4,401.18 $3,458.07 60 %to$1000 60 %to$1000 1 acc/8 sickness 1 acc /8 sickness Non Contributory Non Contributory 1 Year 2 Years 100% 100% $0.30 $0.33 60% to 1000 - minimum $50 0 injury /7 sickness Non Contributory 2 years 100% $ 0.340 $395.37 $434.91 $ 448.09 $4,744.44 $5,218.88 Totals for all lines Dental $9,405.96 $9,752.88 Life 3392.32 4433.94 LTD 5784.41 4401.181 STD 4744.44 5218.881$ $23,327.13 $23,806.88 $ 5,377.03 $ 9,598.80 $ 2,505.53 $3,458.07 5,377.03 $ 20,939.43 Department Administration Council Meeting Item Number 3C November 22, 2010 From: Brian Heck, City Administrator Date: November 17, 2010 CC: Jean Panchyshyn, Deputy Clerk and Bruce DeJong, Finance Director Item Description: Fee Schedule Amendments Background / Previous Action At its meeting on October 11, 2010, Council heard a request from the owner of LaVida Massage, a new therapeutic massage business, asking if the City would consider lowering the individual annual massage therapist license fee, or prorating the fee. The current individual annual fee is $150. The therapists also pay a one -time initial investigation fee of $100. At its meetings on October 24 and November 8, 2010, Council further discussed the topic of licenses in general, the establishment of fees, and the pro- rating of fees. Staff indicated the city ordinance specifically prohibits prorating license fees for fertilizer applicators and transient sales. The only license that can currently be prorated is the liquor license. Staff does not recommend providing for the proration of the therapeutic massage license fee because the time to process a license remains constant regardless of when the license application was filed. As reviewed at the November 8, 2010 meeting, staff indicated the average amount of time to process a therapeutic massage license is about one and one -half hours, for a cost of approximately $50. The Therapeutic Massage Licenses for 2011 are scheduled for renewal by December 31. Staff Recommendation Staff is recommending a reduction in the massage therapist license fee amount from $150 to $50, effective for the 2011 renewals. The one -time investigation fee of $100 for new licenses would remain. Staff recommends a review of all licenses and fees be conducted in 2011. Council Action Approval of an Ordinance setting License, Permit, Service Charges and Miscellaneous Fees, reducing the Therapeutic massage license fee from $150 to $50, and no change to the Application Investigation fee of $100. Council Action: CITY OF SHOREWOOD ORDINANCE NO. AN ORDINANCE TITLED "LICENSE, PERMIT, SERVICE CHARGES AND MISCELLANEOUS FEES" THE CITY COUNCIL OF THE CITY OF SHOREWOOD, MINNESOTA, ORDAINS AS FOLLOWS: Section 1. Section 1301.02 of the Shorewood Code of Ordinances is hereby amended as follows: Schedule A CITY OF SHOREWOOD LICENSE, PERMIT, SERVICE CHARGES AND MISCELLANEOUS FEES Section I. Miscellaneous Permits and Licenses, change the Therapeutic massage license fee as indicated: Type of Char ,-e /Fee Amount of Charge /Fee Therapeutic massage license fee $50 Application Investigation fee $100 Section 2. This ordinance is effective the date following its publication. ADOPTED BY THE CITY COUNCIL of the City of Shorewood, Minnesota this 22nd day of November 2010. ATTEST: Christine Lizee, Mayor Brian Heck, City Administrator /Clerk Department: Planning Council Meeting From: Brad Nielsen, Planning Director 11/22/10 Item Number: 3D Item Description: Shorewood Yacht Club — Annual Report Background / Previous Action In 2007 the City issued an Interim Conditional Use Permit for the Shorewood Yacht Club to use 35 of their allowable boat slips for power boats, the rest to remain used for sailboats. One of the conditions of that permit was that for three years the City would monitor the facility relative to neighborhood complaints. The number and nature of complaints would be used at the end of the three years to determine if the conversion to power boats could be made permanent. This is to advise the City Council that we have not (for the third year) received complaints relative to the SYC. The Interim use permit goes on to say that after the third year, the City would conduct a hearing to evaluate the use. This was to occur at the end of three years, plus 60 days from the date the resolution was adopted (26 November 2007), and was to be processed as a conditional use permit. After speaking with the applicant, we propose to schedule a public hearing for the 4 January 2011 Planning Commission meeting. Options The only option that would be consistent with the Interim Use Permit would be to pick a different date for the public hearing. Since the Planning Commission meets only once in December, and that agenda is quite full, the other available date would be 18 January, which is ordinarily reserved for a study session. Staff Recommendation It is recommended that the public hearing be scheduled for the 4 January 2011 Planning Commission meeting. Council Action: 14111110141WORIUM Department Council Meeting Item Number Administration November 22, 2010 3 -E From: Brian Heck, City Administrator Item — Upper Minnetonka Yacht Club Description /Background /Previous Action: A few years back the City was involved in litigation with the UMYC regarding compliance with the conditional use permit. The specific issue involved power boats occupying space at the marina. While not required, staff felt a brief report on the activities of the club similar to the report on the Shorewood Yacht Club would be beneficial. Staff received three complaints this season for possible violations at the yacht club. Two of the complaints were substantiated and involved the launching of watercraft from the club property. The Yacht Club commodore was notified of the violations and possible actions should additional violations occur. The commodore advised staff that the club reprimanded the individuals involved. Staff recommended the club consider additional signage regarding the rules and the commodore indicated that the club is considering additional signage and plans to work with the city to ensure any signage contemplated meets with the requirements of the city. The Yacht Club sponsored a neighborhood party for "Night to Unite" and is planning to offer garden material from their dredging activity this fall. Staff will continue to work with the Yacht Club and island residents to minimize the impact of club operations on the neighborhood. Council Action: COUNCIL ACTION FOR Department Engineering Council Meeting 11/22/10 Item Number: 3F From: lames Landini, P.E. Item Description: Silver Lake Silt Curtain Installation Background / Previous Action Silver Lake is located in the southeast area of Shorewood; it is within the Riley Purgatory Bluff Creek Watershed District. Silver Lake is listed as a DNR protected water, #136P. The City of Shorewood has storm sewer infrastructure that outlets into the lake. Over the years sediment has deposited in the lake adjacent to a storm sewer structure at 5750 Covington Rd. The City is responsible for maintaining the storm sewer and has received the permit to maintain proper flowage of the outlet structure by removing sediment. Shorewood plans to maintain the outlet structure by removing the sediment. The excavation will require erosion control practices. A floating silt curtain was recommended by the MPCA to be in place during the excavation. Staff contacted two erosion control contractors for a price. Neaton Brothers verbally quoted $17 per linear foot installed and Metro Erosion Inc. verbally quoted $15 per linear foot installed. Staff estimates 250 linear feet will be needed to protect the lake. Both contractors were recommended by Minnehaha Creek Watershed District. Options 1. Direct staff to contract with Metro Erosion, Inc. for this project. 2. Direct staff to contract with Neaton Brothers for this project. 3. Do nothing. Staff Recommendation Staff recommends awarding the contract for the Silver Lake floating silt curtain installation be awarded to Metro Erosion, Inc. not to exceed $6,000. Council Action: LMCD REPORT TO SHOREWOOD COUNCIL DICK WOODRUFF 11/22/10 Strategic Planning: - Strategic Plan updated — will continue to be reviewed, annually Ordinance Actions: - Did not adopt re: requiring straight -arm for on -ice towing - Adopted winter speed changes: shore zone and within 150 ft of person or structure now 25mph (from 15), snowmobile night now 50 mph (from 30), Black /Emerald /Seton 25 mph everywhere /all hours Significant Permits: - Wayzata Yacht Club and Sailing School: major site revision being processed and Environmental Assessment Worksheet filed for comments - Carlson Development: Halstead's Bay work session with developer on 11/17 Sheriff's Report: BWI - 48 (YTD '10), 104 ('09), 76 ('08) Minor consumption - 21 (YTD '10), 33 ('09), 50 ('08) Careless - 1 (YTD'10), 23 ('09), 8 ('08) Life Jacket - 73, 32, 96 Theft —22,43,36 Drownin2s - 0 (YTD'10) Hours 3035 vs 4011 in 2009 — One deputy vs. 2 or 3 Semi - Annual Shoreline Storage Count: - 9230 watercraft vs. 10,233 in 2008 and 10,278 in 2006 - 10 -year average is 9917 AIS Activities: - 3 -Bay chemical treatment report from Army COE expected any day. 2011 planning pending COE report review - Harvested 384 acres in 2010 vs. 350 in '09 and 309 in '08. Truck loads: 137 in '10 vs. 170 in '09 and 97 in '08 ('09 was banner year for growth) - MCWD engaging lake shore residents in end of season zebra mussel monitoring - New AIS signage installed at launches - AIS Fine revenue distribution resolution approved by three cities and in process at others plus, MCWD. Shorewood Council elected not to act - Area police departments expressed willingness to enforce AIS laws, but need training - Participated in MN Waters/DNR AIS session: • Every lake is different • No hard and fast rules or answers, still learning nationwide • LK Minnetonka efforts are in line with leaders Attendance: - Four of five regular and work session meetings - Co- chaired one AIS Task Force meeting - Presented AIS enforcement needs at area police chief's meeting - Represented LMCD at MN Waters/DNR lake association discussion CITY OF SHOREWOOD 5755 COUNTRY CLUB RD PARK COMMISSION MEETING SHOREWOOD CITY HALL TUESDAY, NOVEMBER 9, 2010 7:00 P.M. MINUTES 1. CONVENE PARK COMMISSION MEETING Chair Norman convened the meeting at 7:OOpm A. Roll Call Present: Chair Norman; Commissioners Trent, Council liaison Bailey; and Park Coo Absent: Commissioners Edmondson, B. Review Agenda Trent moved, Quinlan seconded, approving; 2. APPROVAL OF MINUTES A. Park Commission Trent moved, Quinlan seconded :�pj presented. Motionopfitod 4/0. 3. MA There were none. 4. RESORTS Report on Bailey reported tha7 Representative Tad Council Meeting 12, 2010 of October 12, 2010 as reviewed the 20 Year Road Plan and heard from MCE B. Update on Work Program as submitted. Motion passed 4/0. Anderson shared the 2010 Work Program pointing out that most of the work items had been completed for the year, although a few had been placed on hold. She commended the Commission on accomplishing great things this past year and reported that Public Works Director was coordinating the drinking fountain addition at the Skate Park for completion this year. PARK COMMISSION AGENDA TUESDAY, NOVEMBER 9, 2010 PAGE2OF2 C. Update on Grant Programs Anderson reported that staff continues to research additional grant opportunities that could be applied to future CIP endeavors. She noted that staff' was pursuing a relationship with Hennepin County via their Step To It grant initiative for the spring of 2011, as well as, a small USTA tennis grant to provide shading for the tennis courts to encourage tennis among young children. Chair Norman suggested staff continue to pursue Jordan grants thru local Target Corporation stores, as well as, the Safe Routes to School annual grant opportunities. D. Report on Arctic Fever — Park Commission (7hair, Norman Norman stated that the Arctic Fever committee would be rgeetirtg next we to finalize some of the Arctic Fever details for January. He indicated that several new programs have Been added to the agenda, including the Hot Air Balloon Lift off on Sunday, Tea Larry in coordination with the Southshore Community Center, and Medallion Hunt. Anderson interjected that the Tea Party was under way, as t directed at children, and the more adult 6tiented Medallion E. Update on Signs Anderson reminded the Commission of the that she continues to workv itliaeral con The Commission 5. PARKfNG'WT TO TIDE PLAY As was titiced by the May trail and sidovalk from the p paver, staff r6e mends the from the parkin k1t, to the b, next summer. Alth Anderson mention available, since the planning for the Find Frosty Hunt, them earlier in 2010 and indicated tractor's to obtain -estimates for the stonework. the upcoming quotes for signs. If THE PAVEMENT PATH FROM THE AREA AT MANOR PARK and Commissioners at the Manor Park Open House, the current ring lot is in poor condition. Since the City owns its own trail mission direct public works staff to rehab the existing sidewalk indless playground, as well as the strip in front of the playground ;tor Brown was unable to supply her with an estimate at this time, would share the information with the Commission as it became would not take place until 2011. Chair Norman suggested the item be placed on the 201 t Work Program and that staff return with an estimate as it becomes available. He questioned whether this item should come from the park operation budget as opposed to the CIP. Bailey agreed, but noted the item would likely come from the CIP. PARK COMMISSION AGENDA TUESDAY, NOVEMBER 9, 2010 PAGE30F2 6. SUMMER ACTIVITIES In addition to scheduling many of the successful programs of 2010, Anderson stated that staff had gone to great lengths to brainstorm new and added programs for 2011. To that end, she indicated that some of the new programs include, MCE programs at both Manor and Freeman Parks, Archery at Freeman, Geo- Caching Capture the Flag games at Freeman Park, and additional tennis camps including Cardio Tennis and Welcome Back to Tennis for Adults am Seniors. Anderson shared what she and staff felt would be an exciting new gram with Hennepin County alluded to earlier, the Step To It Challenge walking program. She explained that the City would be one of 25 cities participating this year and would boA iven all'of the support and promotional material including banner, posters, trait signag�, paper and crime sign up and tracking material. She noted that last year people counto tep4they walked and converted other physical activities to equivalent steps to compete fox prizes. In addition, she suggested the City Council coordinate a kick -off event with Excelsior7ity Council to create some excitement and competition around the event. In addition, Anderson pointed out that she would be coordinating a poetry event centered on Poetry month in April, as well as, looking into the Great Decisions Program through the University of Minnesota International Center. She also noted that she and Park Secretary Grout would be meeting with MCE to discuss theatre programs in the park for the summer. While he felt the children's`hmsic'series were adequate, Chair Norman maintained that our larger music in the park sen ;*as kind' bfgetting old and that too much other far reaching music programs offer what e' ta' nnot. He suggested, if and rffiing, the Commission might consider a completely different genre �usie, such as big band or swing, though rather pricey. Quinlan st m thaf hifelt we provided a good representation of activities during the week and questco whether we'aitpitld gear something towards families on the weekends or weeknights. While Tre3lelieved the City had addressed the children's activities quite well, he questioned how to attract q broader varier of diverse audiences. He suggested we build events around natural holidays such as the 0 of July, Easter, or even Arbor Day. Quinlan disagreed, stating that we would not wish to compete with the events that are done very well in Excelsior, such as 0' of July and Easter, and would fail trying to draw folks from those activities. Chair Norman agreed, noting that we would prefer not to run the risk of competing against well established events, although Arctic Fever was created out of nothing. He questioned whether the City could create a summer festival similar to Arctic Fever. Anderson stated that, although not technically a park, the Southshore Center does create events around the various holidays such as the Thanksgiving Holiday turkey craft event, the Family PARK COMMISSION AGENDA TUESDAY, NOVEMBER 9, 2010 PAGE 4OF2 Holiday party, Garden Fever, and holiday break activities. She noted that the NRPA convention the past week acknowledged that the `big truck' event was quite successful over the summer, at which public works and public safety vehicles are put on display. Swaggert complimented staff on an excellent job of coming up with additional programs. While he felt music in the park had been captured elsewhere, alternative programs in spring or fall might provide an opportunity for added events. Anderson suggested building a bigger neighborhood event around next September. Quinlan thought a summer splash or central summer activity Trent suggested a car show at Freeman Park. While Anderson thought it was a tremendous looked into for this past summer and learned that no ci vehicle to Freeman Park because of the gravel parking her vehicles. _ The Commission encouraged staff to summer event. Anderson encouraged the 0ammissic for staff to consider. u 'o . 7. NEW BUSINESS Quinlan moi November 9, RESPECTFULLY Movie in the park this was somgthrng staff ier would drie their would risk damaging his or an additional in return to share any -view ideas they may come up with nded, adjourning the Park Commission Meeting of Motion passed 4/0 Kristi B. Anderson Recorder Department: Planning Council Meeting: From: Brad Nielsen, Planning Director 11/22/10 Item Number: 8A Item Description: Olson, Gale Jr. — Appeal to Code Violation Notice Background / Previous Action Mr. Gale Olson, Jr. owns the property at 25755 Birch Bluff Road. In October he was cited for a number of zoning and nuisance violations (see Exhibits A and B, attached). Photographs of the premises are attached as Exhibit C. He has since appealed the notice (see Exhibit D), however his appeal letter does not explain the nature of the appeal. We do not know whether he is requesting additional time to comply, or simply objects to the notices for other reasons. Staff has attempted to contact him to clarify the appeal, but Mr. Olson has not returned our calls. When the initial inspection was being conducted, Mr. Olson asked our inspector to leave the property. Consequently, any reinspection of the premises will necessitate an administrative warrant. The City Attorney will be prepared to discuss that process at the meeting on Monday night. 1 r It is difficult to suggest options without knowing the nature of the appeal. Ordinarily, these appeals involve requests for additional time to comply. The Council has routinely granted additional time for appellants who have shown a good faith effort to comply with the notice(s). Without access to the property, we will be unable to tell if any progress has been made by Monday night. If the appeal involves an objection to the notices, the photographs speak for themselves. Staff Recommendation It is suggested that staff be directed to obtain an administrative warrant to reinspect the property. It sounds as though a warrant should be able to be obtained within one week. Any violations found to exist upon reinspection should be subject to an administrative citation, pursuant to Section 104.03 Subd. 2.b. of the City Code, which carries with it a fine of $300. Failure to pay the fine will result in the fine being certified to the owner's property tax. Council Action: , r_ 1J)" 6 October 2010 5755 COUNTRY CLUB ROAD ^ SHOREWOOD, MINNESOTA 55331 -8927 ^ (952) 960 -7900 FAX (952) 474 -0128 , www. ci.shorewood.mn.us , cityhall @ci.shorewood.mn. us Gale F. Olson, Jr. 25775 Birch Bluff Road Shorewood,NIN 55331 Re: Zoning Violations -25775 Birch Bluff Road Dear Mr. Olson: Our office has received a complaint of various City Code violations occurring on your property. Upon inspection of the property on 16 August we found items in violation of Chapter 501 (Nuisances) which are addressed in a separate "Notice to Remove" that is attached to this letter. However, also observed on the site were items in violation of the City's Zoning Code, specifically an industrial -size yellow tractor/loader. Section 1201.10 Subd. 3.i. provides that one (1) commercial vehicle may be stored in a private garage. Copies of these Sections are enclosed for your review. With the exception of clothes line poles, recreational equipment and vehicles, materials currently being used for construction, and off-street parking of passenger vehicles and trucks not exceeding a gross capacity of 12,000 pounds in residential areas, the Code states that all materials and equipment shall be stored within a building or fully screened so as not to be visible from adjoining properties. .. This is to advise you that your use of the above - referenced property is in violation of Shorewood zoning regulations and that the violation must be corrected unmediately. . Your property will be inspected for compliance on or about 18 October 2010. Any violation found to exist at that time will be subject to further Legal action. If you wish to appeal this matter to the City Council, you must do so, in writing, before 18 October 2010. If you have any questions relative to this matter, please do not hesitate to call me. CITY OF SHOREWOOD JW i Bradley J. Nielsen planning Director BJN:ph ®� � 0 PH'.NTED ON RECYCLED PAPER 5755 COUNTRY CLUB ROAD - SHOREWOOD, MINNESOTA 55331 -8927 = (952) 960 -7900 FAX (952) 474 -0128 - www.cl.shcrewood, mn.us � d1yhall @ci.shorewood.mn_us DATE: 6 October 2010 TO: Gale E. Olson, Jr. 25775 Birch Bluff Road Shorewood, MN 55331 PROPERTY LOCATION: 25775 Birch Bluff Road PROPERTY IDENTIFICATION NO.: 29- 117 -23 -44 -0018 NOTICE TO REMOVE Offensive and Unhealthy Substances NOTICE IS HEREBY GIVEN that there exists a condition oil the above referenced property which is in violation of Chapter 501, Section 501.05, Subd. 9 of the Shorewood City Code, a copy of which Section is enclosed. The offensive matter to be removed from the property includes, but is not limited to the following: UNLICENSED AND /OR INOPERABLE VEHICLES OR EQUIPMENT: • Dodge Van (blue), Lie. No. 988 ME (Aug' 10) —Not registered to occupant of site • Coleman camper - trailer, Lie. No. ABVB 014 —Not registered to occupant of site OTHER • Concrete floor reinforcement wire; wire racks; fence parts; plywood; screens; gutter parts; pipes; tires; wood; cement blocks; pails; tarp building; roll of vinyl flooring; dilapidated tricycle; bricks; vehicle parts; brake drum; vehicle hood; similar miscellaneous. You are hereby required to remove the above - described matter and any other offensive matter located on the property and in violation of Chapter 501, Section 501.05 within ten (10) days from the date hereof. In the alternative, you may file a written notice of appeal at the Shorewood City Hall within ten (10) days, in which case your appeal will be set for hearing at the next regularly scheduled meeting of the City Council. If you do not respond to this Notice within ten (10) days, the City shall take whatever action as may be necessary to have the offensive matter removed. The costs incurred by the City for such removal shall be charged to the property owner and become a lien against the property. xx* PLEASE GIVE THIS MATTER YOUR IMMEDIATE ATTENTION r ** BY ORDER OF THE SHOREWOOD CITY COUNCIL ._. 0 g 'MINTED ON FECYCL -'U PAPP9 i City of Sh�orevvood ToVVhom it May Concern: I am Gale E. Olson Jr. I am filling a written appeal on the letter that I was sent 'to me on October 6, 201 Gale E Olson Jr 25775 Birch Bluff RD Shorewood. MN 55331 COUNCIL ACTION FORM ........_.._.__. Department Council Meeting Item Number Administration November 22, 2010 10 -A From: Brian Heck, City Administrator Item — Appointments to Boards and Commissions Description /Background /Previous Action: Each year, the City Council considers citizen appointments to various boards and commissions. The park and planning commission are advisory to the council and as such, make recommendations to the council on issues and actions. The other appointments are to outside entities such as Minnetonka Community Education (MCE). Appointments to these organizations are to represent the cities interests; however, are not advisory to the Council. Appointments begin in January, February, and March and continue for one or more years. The following are the board and commissions the City Council has authority to appoint, the term of appointment, and when the appointment begins. LMCC One year January. LMCD Three year February. MCE Two Year February. Park Three Year March Planning Three Year March One concern raised in the past is that incumbents interested in continuing are required to participate in an interview with the council. Another is the feeling that interested resident's face a difficult time competing against the incumbent representative. Staff generally asks the member whose term is expiring if they are interested in continuing and at the same time, places a specific solicitation for the board or commission seat on the website and in the December ShoreReport. This year, staff decided to prepare a more generic solicitation asking for residents who are interested in volunteering their time on a board or commission to submit a letter of interest. By doing this, we hope to collect a pool of willing individuals who wish to serve. There is no action needed by Council at this time. The first appointment to consider is to the LMCC and the current representative indicated a desire to remain as the representative, This will be part of the January organizational meeting. Staff requests Council to consider how to approach the appointment process for 2011. Council Action: t M # f 1 Department Council Meeting Item Number Finance November 22, 2010 10B From: Bruce Delong, Finance Director Item Description: 2010 Audit Services Background / Previous Action Audit Abdo, Eick & Meyers, LLP have proposed the scope of audit services for 2010, which is attached. The services are the same as used for the 2009 audit. The only difference is that the proposed cost of $25,872 is up about 3% from the $25,073 paid in 2010 for the 2009 audit. Council will recall we solicited RFP's at the end of 2008 for audit services and the council selected Abdo, Eick & Meyers, LLP based on costs over a three year contract period. Transfers The City Council should make several equity transfers by year end in order to close some funds. Staff will be bringing these back to the City Council at the December 13 meeting as a resolution for authorization of the transactions listed below. There are unspent funds in the Waterford III TIF District — Fund 303 of about $12,000. This should be transferred to the Street Capital Improvement Fund to cover the cost of sealcoating Old Market Road and repainting the intersection of Old Market Road and Highway 7 as allowed by the TIF plan. Those costs are being accumulated by the City Engineer since the final request for payment has not yet been submitted to the City. A deficit exists in the City Hall Construction — Fund 410 of about $32,000. Staff recommends that this be closed by transferring funds from the Public Facilities Fund. Unspent funds of $68,000 remain in the EDA Public Safety Facilities Project — Fund 499. These funds should be transferred to the 2007 EDA Debt Refunding Bonds — Fund 307 for use in retiring the debt service associated with the construction at the Public Safety Building. GASB 54 Staff is proposing to do an early implementation of GASB 54 which clarifies fund types and reclassifies fund balances. The new standard says that the foundation for a special revenue or enterprise fund should be from a revenue source that is either restricted or committed. That restricted or committed revenue source should be expected to continue to represent a substantial portion of the inflows reported in that fund. Other restricted, committed or assigned revenue may be reported in that fund. At any point the government does not expect that a substantial portion of the inflows will be from restricted or committed resources, the government should stop using a special revenue fund and report the remaining resources in the general fund. This will affect how the sale proceeds and interest earnings from the Liquor Fund are reported. Under current practice, fund balances are either classified as reserved or unreserved. Many governments also designate part of unreserved fund balance. Recent research shows that the components are often misunderstood by financial statement readers. It is often unclear if any of the reserved or designated balances are available to help balance a government's budget. GASB Statement no. 54, Fund Balance Reporting and Governmental Fund Type Definitions, will significantly change how this information is reported. The statement is intended to improve the usefulness of the amount reported in fund balance by providing more structured classification. The statement also clarifies the definition of existing governmental fund types. The hierarchy of five possible classifications of fund balance is: Nonspendable Fund Balance • Amounts that cannot be spent due to form; for example, inventories and prepaid amounts. Also, long -term loan and notes receivables, and property held for resale would be reported here unless the proceeds are restricted, committed or assigned. • Amounts that must be maintained intact legally or contractually (corpus or principal of a permanent fund) Restricted Fund Balance • Amounts constrained for a specific purpose by external parties, constitutional provision or enabling legislation. This is the same definition used by GASB Statement no. 34, Basic Financial Statements —and Management's Discussion and Analysis —for State and Local Governments, for restricted net assets. Committed Fund Balance • Amounts constrained for a specific purpose by a government using its highest level of decision - making authority. It would require action by the same group to remove or change the constraints placed on the resources. • Action to constrain resources must occur prior to year -end; however, the amount can be determined in the subsequent period. Assigned Fund Balance • For all governmental funds other than the general fund, any remaining positive amounts not classified as nonspendable, restricted or committed. • For the general fund, amounts constrained for the intent to be used for a specific purpose by a governing board or a body or official that has been delegated authority to 3 assign amounts. Amount reported as assigned should not result in a deficit in unassigned fund balance. Unassigned Fund Balance • For the general fund, amounts not classified as nonspendable, restricted, committed or assigned. The general fund is the only fund that would report a positive amount in unassigned fund balance. • For all governmental funds other than the general fund, amount expended in excess of resources that are nonspendable, restricted, committed or assigned (a residual deficit). • In determining a residual deficit, no amount should be reported as assigned. In order to accomplish this, the City Council will have to make any desired fund commitments by resolution at the December 13 meeting. Staff would also suggest allowing the City Administrator or his designee to make any assignments. City Council can: 1. Accept the contract for services with Abdo, Eick & Meyers, LLC as presented; or 2. Reject the proposed contract and seek proposals from other CPA firms. Staff Recommendation Staff recommends that the City Council accept the contract with Abdo, Fick & Meyers, LLC for audit services for fiscal year 2010 in the amount of $25,872. Attachment: Audit Engagement Letter IiU EICI� & mIVIEYERS ,Lp Cerdfled hiblie ticmufttnndr' & comndtancs November 2, 2010 5291 Late,, Ai sue Suite 370 Edlua. MN 57VM Management, Honorable Mayor, and City Council City of Shorewood Shorewood, Minnesota We are pleased to confirm our understanding of the services we are to provide the City of Shorewood (the City) for the year ended December 31, 2010. We will audit the financial statements of the governmental activities, the business -type activities, and the aggregate remaining fund information, which collectively comprise the basic financial statements of the City as of and for the year ended December 31, 2010. Accounting standards generally accepted in the United States provide for certain required supplementary information (RSI), such as management's discussion and analysis (MD &A), to supplement the City's basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. As part of our engagement, we will apply certain limited procedures to City's RSI in accordance with auditing standards generally accepted in the United States of America. These limited procedures will consist of inquiries of management regarding the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We will not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. The following RSI is required by generally accepted accounting principles and will be subjected to certain limited procedures, but will not be audited: 1) Management's Discussion and Analysis. Supplementary information other than RSI also accompanies the City's financial statements. We will subject the following supplementary information to the auditing procedures applied in our audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America and will provide an opinion on it in relation to the financial statements as a whole: 1) Combining and Individual Fund Financial Statements and Schedules The following other information accompanying the financial statements will not be subjected to the auditing procedures applied in our audit of the financial statements, and for which our auditor's report will not provide an opinion or any assurance. I) Summary Financial Report - Revenues and Expenditures for General Operations - Governmental Funds The following other information accompanying the financial statements will not be subjected to the auditing procedures applied in our audit of the financial statements, and for which our auditor's report will not provide an opinion or any assurance, though is required to be presented when a Comprehensive Annual Financial Report (CAFR) is issued. 1) Statistical Section 952.835.9090 • Pax 952.835.3261 2010 GAAS Audit Engagement Letter www.aemcpas.co,n City of Shorewood November 2, 2010 Page 2 Audit Objective The objective of our audit is the expression of opinions as to whether your basic financial statements are fairly presented, in all material respects, in conformity with generally accepted accounting principles and to report on the fairness of the supplementary information referred to in the second paragraph when considered in relation to the financial statements as a whole. Our audit will be conducted in accordance with auditing standards generally accepted in the United States of America and will include tests of the accounting records and other procedures we consider necessary to enable us to express such opinions. If our opinions on the financial statements are other than unqualified, we will fully discuss the reasons with you in advance. If, for any reason, we are unable to complete the audit or are unable to form or have not formed opinions, we may decline to express opinions or to issue a report as a result of this engagement. Management Responsibilities Management is responsible for the basic financial statements and all accompanying information as well as all representations contained therein. We will prepare a general ledger trial balance for use during the audit. Our preparation of the trial balance will be limited to formatting information in the general ledger into a working trial balance. As part of the audit we will prepare a draft of your financial statements and related notes. We will also use the financial statements to complete the Office of the State Auditors' City Reporting Form. You are also responsible for making all management decisions and performing all management functions; for designating an individual with suitable skill, knowledge, or experience to oversee our assistance with the preparation of your financial statements and related notes and any other nonattest services we provide; and for evaluating the adequacy and results of those services and accepting responsibility for them. Management is responsible for establishing and maintaining effective internal controls, including monitoring ongoing activities; for the selection and application of accounting principles; and for the fair presentation in the financial statements of the respective financial position of the governmental activities, the business -type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City and the respective changes in financial position and where applicable, cash flows, in conformity with accounting principles generally accepted in the United States of America, Management is also responsible for making all financial records and related information available to us and for the accuracy and completeness of that information. Your responsibilities include adjusting the financial statements to correct material misstatements and confirming to us in the representation letter that the effects of any uncorrected misstatements aggregated by us during the current engagement and pertaining to the latest period presented are immaterial, both individually and in the aggregate, to the financial statements taken as a whole. You are responsible for the design and implementation of programs and controls to prevent and detect fraud, and for informing us about all known or suspected fraud or illegal acts affecting the government involving (1) management, (2) employees who have significant roles in internal control, and (3) others where the fraud or illegal acts could have a material effect on the financial statements. Your responsibilities include informing us of your knowledge of any allegations of fraud or suspected fraud affecting the government received in communications from employees, former employees, regulators, or others. In addition, you are responsible for identifying and ensuring that the entity complies with applicable Laws and regulations. You are responsible for the preparation of the supplementary information in conformity with accounting principles generally accepted in the United States of America. You agree to include our report on the supplementary information in any document that contains and indicates that we have reported on the supplementary information. You also agree to present the supplementary information with the audited financial statements. With regard to electronic dissemination of audited financial statements, including financial statements published electronically on your website, you understand that electronic sites are a means to distribute information and, therefore, we are not required to read the information contained in these sites or to consider the consistency of other information in the electronic site with the original document. 2010 GAAS Audit Engagement Letter 952.835.9090 • Fax 952.835.3261 www.aemcpaswm City of Shorewood November 2, 2010 Page 3 Audit Procedures — General An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; therefore, our audit will involve judgment about the number of transactions to be examined and the areas to be tested. We will plan and perform the audit to obtain reasonable rather than absolute assurance about whether the financial statements are free of material misstatement, whether from (1) errors, (2) fraudulent Financial reporting, (3) misappropriation of assets, or (4) violations of laws or governmental regulations that are attributable to the entity or to acts by management or employees acting on behalf of the entity. Because an audit is designed to provide reasonable, but not absolute, assurance and because we will not perform a detailed examination of all transactions, there is arisk that material misstatements may exist and not be detected by us. In addition, an audit is not designed to detect immaterial misstatements, or violations of laws or governmental regulations that do not have a direct and material effect on the financial statements. However, we will inform you of any material errors and any fraudulent financial reporting or misappropriation of assets that come to our attention. We will also inform you of any violations of laws or governmental regulations that come to our attention, unless clearly inconsequential. Our responsibility as auditors is limited to the period covered by our audit and does not extend to any later periods for which we are not engaged as auditors. Our procedures will include tests of documentary evidence supporting the transactions recorded in the accounts, and may include tests of the physical existence of inventories, and direct confirmation of receivables and certain other assets and liabilities by correspondence with selected individuals, funding sources, creditors, and financial institutions. We will request written representations from your attorneys as part of the engagement, and they may bill you for responding to this inquiry. At the conclusion of our audit, we will require certain written representations from you about the financial statements and related matters Audit Procedures— Internal Control Our audit will include obtaining an understanding of the entity and its environment, including internal control, sufficient to assess the risks of material misstatement of the financial statements and to design the nature, timing, and extent of farther audit procedures. An audit is not designed to provide assurance on internal control or to identify deficiencies in internal control. However, during the audit, we will communicate to management and those charged with governance internal control related matters that are required to be communicated under AICPA professional standards. Audit Procedures— Compliance As part of obtaining reasonable assurance about whether the financial statements are free of material misstatement, we will perform tests of City's compliance with applicable laws and regulations and the provisions of contracts and agreements. However, the objective of our audit will not be to provide an opinion on overall compliance and we will not express such an opinion. Engagement Administration, Fees, and Other We may from time to time, and depending on the circumstances, use third -party service providers in serving your account. We may share confidential information about you with these service providers, but remain committed to maintaining the confidentiality and security of your information. Accordingly, we maintain internal policies, procedures, and safeguards to protect the confidentiality of your personal information. In addition, we will secure confidentiality agreements with all service providers to maintain the confidentiality of your information and we will take reasonable precautions to determine that they have appropriate procedures in place to prevent the unauthorized release of your confidential information to others. In the event that we are unable to secure an appropriate confidentiality agreement, you will be asked to provide your consent prior to the sharing of your confidential information with the third -party service provider. Furthermore, we will remain responsible for the work provided by any such third -party service providers. We understand that your employees will prepare all cash or other confirmations we request and will locate any documents selected by us for testing. 2010 GAAS Audit Engagement Letter 952.855.9090 • Pax 952.835.3261 www.zemepns.con, City of Shorewood November 2, 2010 Page 4 Andrew K. Berg, CPA is the engagement partner and is responsible for supervising the engagement and signing the report. We expect to begin our audit in approximately April 2011 and to issue our reports no later than June 30, 2011. Our fee for these services will be as follows: Audit 2010 Office of the State Auditor's Reporting Form 25,302 570 Our invoices for these fees will be rendered each month as work progresses and are payable on presentation. In accordance with our firm policies, work may be suspended if your account becomes 90 days or more overdue and may not be resumed until your account is paid in full. Amounts not paid within 30 days from the invoice date will be subject to a finance charge of I percent per month (12 percent per year). If we elect to terminate our services for nonpayment, our engagement will be deemed to have been completed upon written notification of termination, even if we have not completed our report. You will be obligated to compensate us for all time expended and to reimburse us for all out -of- pocket costs through the date of termination. The above fee is based on anticipated cooperation from your personnel and the assumption that unexpected circumstances will not be encountered during the audit. If significant additional time is necessary, we will discuss it with you and arrive at a new fee estimate before we incur the additional costs. We appreciate the opportunity to be of service to the City and believe this letter accurately summarizes the significant terms of our engagement. If you have any questions, please let us know. If you agree with the terms of our engagement as described in this letter, please sign the enclosed copy and return it to us. Very truly yours, ABDO, SICK & MEYERS, UP Certified Public Accountants & Consultants Andrew K. Berg, CPA Governmental Services Partner RESPONSE: This letter correctly sets forth the understanding of the City of Shorewood. By: Title: 2010 GAAS Audit Engagement letter 952.835.9090 • Fax 952.835.3261 www.nemcp:u.rom 1 MEMORANDUM Date: November 16, 2010 To: Mayor Lizee Council Members From: Bruce DeJong, Finance Director Reviewed by: Brian Heck Larry Brown James Landim Re: Capital Improvement Plan Discussion The five -year capital improvement plan (CIP) has been updated based on the discussion held on October 25 at the work session and with updated information on current and planned projects. The capital projects funds that we will be examining at this meeting will be: • Fund 401 — Public Facilities • Fund 402 — Park • Fund 403 — Equipment Replacement • Fund 404 — Local Streets • Fund 408 — Technology /Office Equipment • Fund 450 — Community Infrastructure Enterprise funds to be reviewed include: • Fund 601 — Water • Frmd 611 — Sewer • Fund 631 — Stormwater Management Fund 410 — City Hall Construction is not included because the project is essentially complete. The fund has a deficit of approximately $31,697; a $26,255 deficit existed at year end 2009 and another $5,442 from 2010 activities. This deficit should be cleared with an equity transfer from some other resources in 2010 to close the fund. Fund 621 — Recycling is not included in this discussion because the City doesn't own any of the assets of the recycling program — all costs are either internal staffing or contractual services. Fund 401 — Public Facilities has only two projects for 2011, both of which are contingent. In order to really use this fund effectively, staff will have to evaluate building conditions to estimate when major building components may need to be replaced. Since City Hall was recently remodeled, any likely repairs will be beyond the time frame of this plan. However, the Public Works building or other city facilities may require some system upgrades prior to 2015. Since no urgent projects are known to exist, staff will review these needs during 2011. This fund may be a good source to transfer money to close the City Hall Construction fund. Capital Improvement Plan Discussion November I6, 2010 Page 2 The Park fund spends all of its annual $42,000 transfer allotment and uses a significant portion of its fund balance over the five year span — averaging $30,000 per year. At this rate of use, the fund balance will be depleted by 2018. Longer term analysis of park needs will determine an annual transfer amount that will adequately fund the community's needs and desires in this area. The Equipment Replacement fund generally covers all of the city's rolling stock and attachments along with the equipment at the Public Works shop to keep everything running. The fund is projected to go into deficit in 2014 unless the annual revenue is raised to approximately $120,000 per year begriming in 2012. The next ten years of equipment purchases starting in 2016 average about $125,000 per year, so this level would be pretty close to fully hording equipment needs over the longterm. Staff recommends that the antenna lease revenues be accounted for in this fund which will provide the necessary funding needed. This is consistent with findings from an informal survey conducted by the Finance Director. The Technology fund does not have a long -term funding source associated with the expenditures. With about $10,000 in annual expenditures, this fund will run out of cash by 2019. Staff believes that the Public Facilities, Equipment Replacement, and Technology funds could be combined without any real loss of control. These funds primarily exist to fund replacement of general fixed assets which are competing for the same pool of available funds. Combining them would give a more complete picture of the amount of total capital replacement the city is anticipating in a given year. The Community Infrastructure fund does not have any projects assigned to use the $1,000,000 initial funding provided in 2009. Council should define what projects may use this funding and how the fund balance will be replenished if it is truly to be a "revolving loan" funding source. The Water, Sewer, and Stornwater Management funds will be covered in the discussion of their operating budgets. Storm Water projects have been updated to include estimated consultant costs required for the initial design and project management phases. The 2011 projects essentially become the capital outlay portion of the budget. The remaining year's projects are then used to evaluate the solvency and funding adequacy of each capital projects fund and the utility funds over the five years covered by the plan. It is staff's recommendation that projects included in the plan at the time of adoption with an estimated cost of less than $100,000 be approved for staff to complete as long as the total cost is at or below the amount listed in the CIP. Projects estimated in excess of $100,000 will be brought back to the City Council for approval of plans and specifications and awarding of bids. If equipment over $100,000 can be purchased from cooperative purchasing contracts (where another agency has already accepted bids), staff intends to use that avenue for acquiring the equipment and would not bring the purchase back to City Council for further approval except as an item on the claims list. Attachments: CIP Projects by Funding Source Capital Improvement Funds Spreadsheets Survey Result on Use of Cell Tower Lease Revenues City of Shorewood, Minnesota Capital Improvement Program 2011 thru 2015 PROJECTS BY FUNDING SOURCE Source Project# Priority 2011 2012 2013 2014 2015 Total 1401 - Public Facilities Fund South Shore Community Center - Contingent PF -11 -01 nla 15,000 15,000 5795 Country Club Rental Home - Contingent PF -99 -99 no 5,000 5,000 401 - Public Facilities Fund Total 20,000 20,000 1402 -P Impr Signage - All parks &entry points P -11 -01 1 30,000 30,000 Picnic Tables P -11 -02 1 7,000 7,000 7,000 21,000 Freeman Play equipment P -11 -03 1 15,000 15,000 Cathcart Swing P -11 -05 1 7,500 7,500 Freeman Park- Picnic Shelter Re -roof P -11 -06 1 2,200 2,200 Badger Park- Warming House Rehab P -11 -08 1 5,000 5,000 Trail Connection to LRT P -11 -11 1 30,000 30,000 Badger Park - Install Rustic Trail P -12 -03 2 7,500 7,500 Silverwood Park- Resurface 112 court P -12 -06 2 2,000 2,000 Manor Park - Resurface Tennis Courts P -12.07 2 6,000 6,000 Cathcart Park- Resurface tennis Courts P -12 -08 2 6,000 6,000 AllParks - Tot Lot Equipment P -12 -11 2 12,000 12,000 Silverwood Park- Equipment P -13 -01 3 60,000 60,000 Badger Tennis Court Resurfacing P -13 -02 3 8,000 8,000 Skate Park -Rehab P -14 -02 4 50,000 50,000 Manor Tennis Court P -15 -03 5 100,000 100,000 Cathcart Tennis Court Overlay P -15 -04 5 6,000 6,000 402 - Park Improvements 'Total 96,700 40,500 75,000 50,000 106,000 368,200 403 - Equipment Replacement Fund Replace Unit 33 E -11 -01 1 142,000 142,000 Replace Ford Backhoe Unit #22 E -11 -02 1 75,000 75,000 Vehicle Lift E -11 -03 1 50,000 50,000 Replace Unit 21- 24' trailer E -12 -01 2 16,000 16,000 Sand Pro 3000 - replace Unit 64 E -12 -02 2 14,000 14,000 Groundsmaster Mower -Toro 328D- replace unit 75 E -12 -03 2 22,000 22,000 Mower - Toro Prelim 44 Replace Unit AT E -12 -04 2 3,000 3,000 Air Compressor - Replace unit 38 E -13 -01 3 13,000 13,000 Dump Truck - replace unit 65 E -13 -02 3 157,000 157,000 Dump Truck - Replace Unit 68 E -13 -03 2 153,000 153,000 Pickup 4x4 - Replace Unit 78 E -13-04 3 34,000 34,000 Cab for mower - replace A3 E -13 -05 3 6,000 6,000 Utility Truck wlcrane& toolbox replace unit 76 E -14 -01 5 101,000 101,000 Mower - Replace Unit 86 E -14 -02 4 23,000 23,000 Utility Vehicle - replace unit 77 E -14-03 4 24,000 24,000 Page 1 7hesday, Nonennbw 16, 2010 Source Project# Priority 2011 . 2012 2013 2014 2015 Total Blower Attachment for mower replace A8 E -14 -04 4 7,000 7,000 Cab attachement for mower replace unit A4 E -14 -05 4 6000 6,000 Pick -up- 4 x 4150 Replace Unit 80 E -15 -01 5 36,000 36,000 Loader - replace unit 56 E -15 -02 4 191,000 191,000 Dump Truck - replace unit 72 E -15-03 5 167,000 167,000 403 - Equipment Replacement Fund Total 267,000 208,000 210,000 251,000 304,000 1,240,000 .404 Street Reconstruction Fund Afton Road LR -11 -01 1 33,000 33,000 Christopher Road LR -11 -02 1 33,000 33,000 Fatima Place LR -11 -03 1 24,000 24,000 Ivy Lane LR -11 -04 1 28,000 28,000 Rustic Way LR -11 -05 1 48,000 48,000 Vine Hill Road: Mill & Overlay (Shorewood portion) LR -11 -06 1 133,000 133,000 Clover Lane LR -12 -01 2 26,000 26,000 Club Lane LR -12 -02 2 24,000 24,000 Elder Turn LR -12 -03 2 26,000 26,000 Knightsbridge Road LR -12 -04 2 59,000 59,000 Lakeway Terrace LR -12 -05 2 44,000 44,000 Pleasant Avenue LR -12 -06 2 21,000 21,000 TeeTrail LR -12 -07 2 19,000 19,000 Wood Drive LR -12 -08 2 45,000 45,000 Wood Duck Circle LR -12 -09 2 34,000 34,000 Shore Road LR -13 -01 3 25,000 25,000 Elbert Point LR -13 -02 3 26,000 26,000 KcKiniey Circle LR -13 -03 3 20,000 20,000 McLain Road LR -13 -04 3 25,000 25,000 Shady Hills Rd LR -13 -05 3 27,000 27,000 Valleywood Circle & Lane LR -13 -06 3 566,000 566,000 Charleston Circle LR -14 -01 4 33,000 33,000 Club Valley Road LR -14 -02 4 28,000 28,000 Lake Virginia Drive LR -14 -03 4 59,000 59,000 Radisson Entrance LR -14 -04 4 31,000 31,000 Shady Lane LR -14 -05 4 22,000 22,000 Timber Lane LR -14 -06 4 51,000 51,000 Sunnyvale Lane LR -14 -07 4 211,000 211,000 Chaska Road LR -15-01 5 79,000 79,000 Mayflower Road LR -15 -02 5 31,000 31,000 McKinley Court LR -15 -03 5 36,000 36,000 Murray Hill Road LR -15 -04 5 47,000 47,000 Summit Avenue LR -15 -05 5 29,000 29,000 Star Circle & Lane LR-15 -06 5 411,000 411,000 Maintenance - Bituminous Sealcoafing LR -99 -100 1 223,000 136,000 217000 250,000 207,000 1,033,000 404 - Street Reconstruction Fund Total 522,000 434,000 906,000 685,000 840,000 3,387,000 1408 - Technology /Office Equipmen Fu` Narrow Band Radio Replacements T -11 -01 1 7,000 7,000 Cartegraph Software Upgrade T -11 -03 1 5,700 5,700 City Council Laptop Computers (5) T -12 -01 1 5,000 5,000 Server and Operating System Replacements T -12 -02 2 10,000 10,000 Computer Upgrades T -99 -99 1 10,000 10,000 10,000 10,000 10,000 50,000 Page 2 Tuesday,, Noverr,ber 16, 2010 Source Pro,jeet# Priority 2011 2012 2013 2014 2015 Total 408 - Technology/Office Equipment SS -10-10 1 40,000 27,700 20,000 10,000 10,000 10,000 77,700 Fund Total 2 45,000 120,000 Lift Station 6 Rehab - 27950 Smithtown Rd. SS -12 -01 2 125,000 601 -Water Fund 125,000 Lift Station 11 Rehab -20465 Radisson Rd. SS -13 -01 3 Waterford PI & McKinley PI Curb 130,000 130,000 Radio /ISP Communications System W -10.01 1 75,000 70,000 70,000 70,000 350,000 611 - Sanitary Sewer Fund Total 75,000 Water Main - Star Circle &Lane W -11 -02 n/a 805,000 STM -11.05 2 130,000 130,000 Water Main - Valleywood Circle & Lane W -12 -01 his STM -12 -02 272,000 272,000 Water Main - Afton W -13 -01 ma 150,000 37,000 150,000 Water Main - Sunnyvale Lane W -13 -02 his 24,000 100,000 24,000 100,000 W. Water Tower- Rehab & Painting W -13 -03 3 45,000 450,000 45,000 Afton Rd Drainage 450,000 Water Main - Club Valley W -14 -01 cis 147,000 100,000 STM -13 -02 100,000 Water Main- Lake Virginia Drive W -14 -02 n1a 192,000 Club Valley Drainage 240,000 4 240,000 Boulder Bridge Well Controls W -15 -03 5 Lake Virginia Drive Drainage STM -14.02 4 160,000 160,000 601 - Water Fund Total 283,000 6120 Riviera Drainage - WSB Report 225,000 722,000 440,000 290,000 1,677,000 611 - Sanitary Sewer Fund Radio /ISP Communications - Lift Stations SS -10-10 1 40,000 40,000 80,000 Lift Station 5 Rehab - 27135 Edgewood SS -11 -01 1 120,000 2 45,000 120,000 Lift Station 6 Rehab - 27950 Smithtown Rd. SS -12 -01 2 125,000 3 125,000 Lift Station 11 Rehab -20465 Radisson Rd. SS -13 -01 3 Waterford PI & McKinley PI Curb 130,000 130,000 Infiltration and Inflow Reduction SS -99 -05 1 70,000 70,000 70,000 70,000 70,000 350,000 611 - Sanitary Sewer Fund Total 40,000 230,000 235,000 200,000 70,000 70,000 805,000 1631 - Stormwater Management Fund 6180 Murray Drainage - WSB Report STM -10 -03 4 150,900 150,900 Vine Hill Road Stormwater STM -11 -01 2 45,000 45,000 26980 Edgewood Dr STM -11 -02 3 45,000 45,000 Waterford PI & McKinley PI Curb STM -11 -03 3 20,000 20,000 Silver Lake Outlet STM -11 -04 2 40,000 40,000 Covington Rd Storm Sewer STM -11.05 2 75,000 75,000 Star Circle& Lane - Stormwater STM -12 -02 3 31,000 31,000 22015 Stratford PI Drainage - WSB Report STM -12 -03 1 37,000 37,000 Lake South Auto Drainage - WSB Report STM -12 -05 3 24,000 24,000 Valleywood Circle &Lane - Drainage STM -12 -08 4 45,000 45,000 Afton Rd Drainage STM -13 -01 4 147,000 147,000 Sunnyvale Lane Drainage STM -13 -02 4 192,000 192,000 Club Valley Drainage STM -14 -01 4 101,000 101,000 Lake Virginia Drive Drainage STM -14.02 4 283,000 283,000 6120 Riviera Drainage - WSB Report STM -14.04 3 19,000 19,000 Star Circle &Lane STM -15 -01 5 31,000 31,000 23610 Gillette Curve Drainage - WSB Report STM -15 -03 3 211,000 211,000 23350 Academy Drainage STM -15 -04 4 75,000 75,000 Garden Road STM -15 -05 4 26,000 26,000 Gillette Road STM -15 -06 4 17,000 17,000 631- Stormwater Management Fund 412,900 24,000 192,000 595,000 391,000 1,614,900 Total GRAND TOTAL 1,801,300 961,500 2,315,000 2,101,000 2,011,000 9,189,800 Page 3 Tuesday, November 16, 2010 CAPITAL IMPROVEMENT FUNDS 42,000 158,700 43,000 Actual Budget Projected Draft 4 Fund 2009 2010 Year End 2011 2012 2013 2014 2015 401- Public Facilities 75,000 50,000 106,000 Revenue 2,339 - 1,500 1,100 1,100 1,000 1,100 1,000 Expenditures 1,332 22,000 4,535 20,035 35 35 35 36 Ending Fund Balance 227,762 205,762 224,727 205,792 225,792 206,757 226,857 207,721 402 - Park Improvements Revenue Expenditures Ending Fund Balance 403 - Equipment Revenue Expenditures Ending Fund Balance 404 - Local Streets Revenue Expenditures Ending Fund Balance 408 - Technology Revenue Expenditures Ending Fund Balance 450 - Community infrastructure Revenue Expenditures Ending Fund Balance 48,165 42,000 158,700 43,000 42,700 42,700 42,600 42,500 17,445 218,800 254,100 96,700 40,500 75,000 50,000 106,000 293,431 116,631 198,031 144,331 146,531 114,231 106,831 43,331 1,197 - 30,055 35 35 35 35 35 10,943 200,939 237,055 267,035 208,035 210,035 251,035 304,035 842,786 741,847 731,331 517,996 362,561 204,326 4,291 (249,744) 711,142 700,000 710,000 706,200 721,201 736,902 750,703 764,8041 717,464 885,361 1,081,555 522,035 434,035 906,035 907,035 618,035 1,619,643 1,434, 282 1,248,088 1,432,253 1,719,419 1,550, 286 1,393,954 1,540,723 1,039 - 850 400 300 200 200 100 14 20,000 16,035 27,735 20,035 10,035 10,035 10,035 104,525 84,525 89,340 62,005 42,270 32,435 22,600 12,665 1,000,000 - 8,500 5,000 5,100 5,100 5,100 5,100 1,000,000 1,000,000 1,008, 500 1,013, 500 1,018, 600 1,023,700 1,028,800 1,033,900 PUBLIC FACILITIES FUND Actual Budget Projected Draft 4 Revenue 2009 2010 Year End 2011 2012 2013 2014 2015 Beginning Balance 226,755 227,762 227,762 224,727 224,727 205,792 225,792 206,757 Interest Earnings 2,339 - 1,500 1,100 1,100 1,000 1,100 1,000 Miscellaneous Income - - Transfers in - - - Total Revenue 2,339 - 1,500 1,100 1,100 1,000 1,100 1,000 Expenditures Support Services and Charges Contractual Services 132 - - - - - - Miscellaneous Services 1,176 - Bank Charges 24 - 35 35 35 35 35 36 Total 1,332 - 35 35 35 35 35 36 Capital Machinery and Equipment - - - - Other Improvements 22,000 4,500 20,000 Total - 22,000 4,500 20,000 - - - - Transfers out Total Expenditures 1,332 22,000 4,535 20,035 35 35 35 36 Revenue over /(under) 1,007 (22,000) (3,035) (18,935) 1,065 965 1,065 964 Ending Fund Balance 227,762 205,762 224,727 205,792 225,792 206,757 226,857 207,721 Other Improvements: includes a set aside $10,000 for potenial repair and maintenance to the SSCC and $5,000 set aside for the house next door for total $15,000. Parks Improvements Fund: Park CIP 402 Actual Budget Projected Draft 4 Revenue 2009 2010 Year End 2011 2012 2013 2014 2015 Beginning Fund Balance 262,711 293,431 293,431 198,031 144,331 146,531 114,231 106,831 Park Dedication Fees - - 10,000 - - - - - Interest Earnings 2,771 2,500 1,000 700 700 600 500 Contributions / donations - - - - - - - Concession Sales 394 - Grants - 104,200 Miscellaneous revenue - - - - - - - - Transfers in 45,000 42,000 42,000 42,000 42,000 42,000 42,000 42,000 Total Revenue 48,165 42,000 158,700 43,000 42,700 42,700 42,600 42,500 Expenditures Support Services and Charges Engineering - Design - 1,600 - - - - - Contractrual Services 3,800 - 16,500 - - - - - Miscellaneous Charges 40 - 10,000 - - - - - Total 3,840 - 28,100 - - - - - Capital Machinery and Equipment - - - - - - - - Other Improvements 13,605 218,800 226,000 96,700 40,500 75,000 50,000 106,000 Total 13,605 218,800 226,000 96,700 40,500 75,000 50,000 106,000 Total Expenditures 17,445 218,800 254,100 96,700 40,500 75,000 50,000 106,000 Revenue - Over /(under) 30,720 (176,800) (95,400) (53,700) 2,200 (32,300) (7,400) (63,500) Year End Balance 293,431 116,631 198,031 144,331 146,531 114,231 106,831 43,331 EQUIPMENT FUND FUND 403 - Equipment CIP Actual Budget Projected Draft 4 Revenue 2009 2010 Year End 2011 2012 2013 2014 2015 Beginning Balance 671,447 842,786 842,786 731,331 517,996 362,561 204,326 4,291 Interest Earnings 7,282 - 6,500 3,700 2,600 1,800 1,000 - Miscellaneous Income - 19,100 Sale of Old Equipment - - - - - - - - Transfers in 175,000 100,000 100,000 50,000 50,000 50,000 50,000 50,000 Total Revenue 182,282 100,000 125,600 53,700 52,600 51,800 51,000 50,000 Expenditures Support Services and Charges Engineering Fees - - 30,000 - - - - - Contractual Services 1,126 20 Miscellaneous Services - - Bank Charges 71 35 35 35 35 35 35 Total 1,197 - 30,055 35 35 35 35 35 Capital Machinery and Equipment 9,746 200,939 207,000 267,000 208,000 210,000 251,000 304,000 Other Improvements - - - - - - - - Total 9,746 200,939 207,000 267,000 208,000 210,000 251,000 304,000 Transfers out Operating Transfers - - - - - - - - Total - - - - - - - - Total Expenditures 10,943 200,939 237,055 267,035 208,035 210,035 251,035 304,035 Revenue over /(under) 171,339 (100,939) (111,455) (213,335) (155,435) (158,235) (200,035) (254,035) Year End Balance 842,786 741,847 731,331 517,996 362,561 204,326 4,291 (249,744) LOCAL STREETS FUND: 404 Local Street CIP Actual Budget Projected Draft 4 Revenue 2009 2010 Year End 2011 2012 2013 2014 2015 Beginning Balance 1,625,965 1,619,643 1,619,643 1,248,088 1,432,253 1,719,419 1,550,286 1,393,954 MSA Maintenance Money - - - - 1 2 3 4 Interest Earnings 11,142 - 10,000 6,200 7,200 8,600 7,800 7,000 Miscellaneous Income - - - - - - Transfers in 700,000 700,000 700,000 700,000 714,000 728,300 742,900 757,800 Total Revenue 711,142 700,000 710,000 706,200 721,201 736,902 750,703 764,804 Expenditures Materials and Supplies General Supplies 18,917 - 36,000 - - - - - Totol 18,917 - 36,000 - - - - - Support Services and Charges Engineering Fees 34,904 - LegalFees 889 - - Engineering Feasibility 5,324 - Engineering Design 123,696 - Engineering Survey - - - Engineering Construction 378,730 885,361 850,000 522,000 434,000 906,000 907,000 618,000 Printing and Publishing 1,591 - 1,500 - - - - - Contractual Services 152,266 - 11,000 Taxes /License 475 - 500 Miscellaneous Services 593 - 500 - - - - - Bank Charges 80 - 55 35 35 35 35 35 Total 698,546 885,361 863,555 522,035 434,035 906,035 907,035 618,035 Capital Machinery and Equipment - - - - - - - Other Improvements - - 182,000 - - - - - Total - - 182,000 - - - - - Transfers out Operating Transfers - - - Total - - - - - - Total Expenditures 717,464 885,361 1,081,555 522,035 434,035 906,035 907,035 618,035 Revenue over /under) (6,322) (185,361) (371.,555) 184,165 287,166 (169,133) (156,332) 146,769 Year End Balance 1,619,643 1,434,282 1,248,088 1,432,253 1,719,419 1,550,286 1,393,954 1,540,723 NOTE: it appears some expenditures in engineering - design are miscoded. We will review and correct. General Supplies appears to be patching material. TECHNOLOGY FUND FUND: 408 Technology CIP Notes: Machinery and equipment covers proposals for the following: Radio (VHF) for public works - base station, antenna, and mobi $7,000 Software for sign inventory to meet requirements of new FedE $5,700 Actual Budget Projected Draft 4 Revenue 2009 2010 Year End 2011 2012 2013 2014 2015 Beginning Balance 103,500 104,525 104,525 89,340 62,005 42,270 32,435 22,600 Interest Earnings 1,039 - 850 400 300 200 200 100 Miscellaneous Income - - - Transfers in - - - TotalRevenue 1,039 - 850 400 300 200 200 100 Expenditures Support Services and Charges Engineering Fees Contractual Services - - - - - - - - Miscellaneous Services - - - - - - - Bank Charges 14 - 35 35 35 35 35 35 Total 14 - 35 35 35 35 35 35 Capital Machinery and Equipment - - 16,000 27,700 20,000 10,000 10,000 10,000 Other Improvements - - - - - - - - Total - - 16,000 27,700 20,000 10,000 10,000 10,000 Transfers out Operating Transfers - 20,000 - - - - - - Total - 20,000 - - - - - - Total Expenditures 14 20,000 16,035 27,735 20,035 10,035 10,035 10,035 Revenue over /(under) 1,025 (20,000) (15,185) (27,335) (19,735) (9,835) (9,835) (9,935) Year End Balance 104,525 84,525 89,340 62,005 42,270 32,435 22,600 12,665 Notes: Machinery and equipment covers proposals for the following: Radio (VHF) for public works - base station, antenna, and mobi $7,000 Software for sign inventory to meet requirements of new FedE $5,700 COMMUNITY INFRASTRUCTURE FUND FUND: 450 Internal Loan Fund Revenue Beginning Balance Interest Earnings Miscellaneous Income Transfers in Total Revenue Expenditures Support Services and Charges Engineering Fees Contractual Services Miscellaneous Services Bank Charges Total Capital Machinery and Equipment Other Improvements Total Transfers out Operating Transfers Total Total Expenditures Revenue over /(under) Year End Balance Actual Budget Projected Draft 4 5,100 5,100 5,100 5,100 2009 2010 Year End 2011 2012 2013 2014 2015 1,000,000 1,000,000 1,008, 500 1,013,500 1,018, 600 1,023,700 1,028, 800 - 8,500 5,000 5,100 5,100 5,100 5,100 1,000,000 - 1,000,000 8,500 5,000 5,100 5,100 5,100 5,100 1,000,000 - 8,500 5,000 5,100 5,100 5,100 5,100 1,000,000 1,000,000 1,008,500 1,013,500 1,018,600 1,023,700 1,028,800 1,033,900 Antenna Revenue Coding - Percent to each fund type City Chaska Columbia Heights Lino Lakes Maple Grove Richfield Rogers Roseville Shoreview Washington County Wayzata White Bear Lake Rockville Mankato Bloomington Arden Hills Baxter Big Lake Brooklyn Park Chanhassen Cloquet Coon Rapids Crookston Crystal Edina Forest Lake Fridley Golden Valley Ham Lake Hastings Inver Grove Heights Medina Minnetonka Mound Mounds View New Brighton Nowthen Prior Lake Robbinsdale Rosemount South St Paul General Enterprise Parks 10 20 50 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 25 Special Rev/ Equipment 100 100 100 100 100 100 100 100 100 100 100 90 SO 25 Antenna Revenue Coding - Percent to each fund type City General St Anthony 100 Vadnais Heights 100 Victoria 100 White Bear Township 100 Apple Valley 90 West St Paul 67 Excelsior 50 Hopkins 50 Lakeville 50 Plymouth 50 Zimmerman 50 Eagan 10 St Joseph 10 Anoka Austin Bemidji Benson Brooklyn Center Circle Pines Jordan Kasson LeSueur Little Canada Minnetrista Northfield Osseo Pelican Rapids Red Wing Rochester Shakopee St Louis Park St Peter Cottage Grove Andover Little Falls St Michael Special Rev/ Enterprise Parks Equipment 50 50 50 50 50 90 90 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 100 75 50 10 33 25 50 100 100 MEMORANDUM Date: November 16, 2010 To: Mayor Lizee Council Members From: Brian Heck, City Administrator Bruce DeJong, Finance Director Re: 2011 Budget Wrap Up Discussion The 2011 Budget has been stable since the preliminary budget adoption on August 23. 'T'he majority of the changes have occurred in the Enterprise budgets which were not part of the initial budget discussions. At this point staff is not looking for a major discussion about the budget, but is looking for confirmation that we should use the current projections as the basis for the Truth -in- Taxation presentation on December 6. The items that need to be covered at the public hearing are: • The proposed property tax levy and proposed budget are discussed at the meeting. • The public was invited to speak and to ask questions concerning the budget and proposed property taxes at the public meeting. • The final property tax levy does not exceed the proposed property tax levy except for the allowable add -on levies. Staff will present this information through use of PowerPoint slides and be available for citizen and council questions regarding the budget and its effect on property taxes. Attachments: General Fund Summary Abbreviated General Fund Department Budgets Abbreviated Enterprise Fund Budgets BUDGET DRAFT August 23, 2010 WORK SESSION REVENUESOURCE Taxes Licenses and permits Intergovernmental Aid Charges for Service Fines and Forfietures Miscellaneous Revenue Southshore Community Cntr Transfers TOTAL GENERA FU ND REVENUE Actual Actual Actual Budget Through June Projected Draft 4 Percent Dollar 2007 2008 2009 2010 2010 Year End 2011 Incr Increase 4,332,741 4,582,602 4,703,368 4,776,292 2,463,855 4,723,119 4,763,319 -0.3% (12,973) 256,472 195,419 127,883 106,270 73,709 92,320 98,200 -7.6% (8,070) 95,901 78,155 66,411 65,000 67,023 69,400 69,401 6.8% 4,401 50,819 50,753 41,649 46,000 40,508 38,660 35,075 -23.8% (10,925) 77,777 53,369 52,968 55,000 27,938 50,000 52,000 -5.5% (3,000) 286,685 176,535 82,755 128,000 48,391 70,700 63,900 -50.1% (64,100) - - 36,639 44,930 33,567 56,100 57,100 27.1% 12,170 40,000 40,000 40,000 38,842 - 34,557 40,000 3.0% 1,158 5,140,395 5,176,833 5, 151,673 5,260,334 2,754,990 5,134,856 5,178,995 -1.5% (81,339) EXPENDITURES City Council Administration General Government Elections Finance Professional Services Planning Municipal Buildings Police Fire Protective Inspections City Engineer Public Works Service Streets and Roads Snow and Ice Control Traffic Control Sanitation /weeds/ waste Tree Maintenance Parks and Recreation Southshore Community Cntr TOTAL EXPENDITURES Revenue over /(under) Expenditures Planned use of Fund Balance Funds needed to Balance SOUTHSHORE COMM. CNTR Revenue Expenses Revenue aver /(under) Expenditures 63,319 69,721 66,015 64,194 32,033 60,694 83,881 30.7% 19,687 149,179 229,292 157,234 154,362 80,197 148,560 147,588 -4.4% (6,774) 243,848 225,969 275,662 236,419 132,924 234,900 277,237 17.3% 40,818 2,894 47,532 2,889 38,939 10,550 38,939 7,081 -81.8% (31,858) 174,495 164,651 180,267 193,784 97,319 141,550 166,749 -14.0% (27,035) 196,880 213,220 223,859 199,000 147,155 188,000 199,000 0.0% - 184,855 206,595 206,603 198,960 98,275 188,618 183,159 -7.9% (15,801) 316,646 201,372 263,476 373,800 58,819 370,013 280,211 -25.0% (93,589) 1,072,529 1,139,063 1,176,929 1,180,000 724,857 1,180,000 1,225,816 3.9% 45,816 595,947 622,935 600,450 602,159 440,267 604,046 607,827 0.9% 5,668 128,142 137,784 126,268 125,143 62,483 117,457 115,796 -7.5% (9,347) 132,998 147,576 125,781 111,446 50,957 112,425 126,678 13.7% 15,232 605,007 588,605 558,945 512,985 202,079 469,478 346,747 -32.4% (166,238) 516,221 842,434 850,247 904,107 81,264 899,582 932,459 3.1% 28,352 69,188 68,606 74,452 85,974 39,422 85,974 101,684 18.3% 15,710 39,276 46,537 45,703 51,049 19,893 46,025 57,149 11.9% 6,100 4,459 9,735 2,785 4,900 7,189 8,722 6,781 38.4% 1,881 29,598 24,350 17,450 33,479 17,192 29,213 28,695 -143% (4,784) 215,920 244,254 312,406 311,381 146,438 298,048 339,408 9.0% 28,027 - - 93,372 57,156 37,434 78,677 68,400 19.7% 11,244 4,741,401 5,230,231 5,360,793 5,439,237 2,486,749 5,300,921 5,302,346 - 2.5% (136,891) 398,994 (53,398) (209,120) (178,903) 268,241 (166,065) (123,351) 160,000 160,000 160,000 (18,903) 268,241 (6,065) 36,649 - - 36,639 44,930 33,567 56,100 57,100 27.1% 12,170 - - 81,130 57,156 37,434 78,677 68,400 19.7% 11,244 - - (44,491) (12,226) (3,867) (22,577) (11,300) BUDGET DRAFT 4 August 23, 2010 WORK SESSION Actual Actual Actual Budget To Date Projected Draft 4 Percent Dollar 2007 2008 2009 2010 2010 year End 2011 Increase Increase EXPENDITURES CITYCOUNCIL Personnel 16,794 16,255 16,794 16,794 9,796 16,794 16,800 0.04% 6 Materials and Supplies 1,402 2,478 3,064 1,200 550 1,100 1,300 8.33% 100 Support Services and Charges 45,123 50,988 46,157 46,200 21,686 42,800 65,781 42389S 19,581 Capital - - - - - - - 0.00% - Total City Council 63,319 69,721 66,015 64,194 32,033 60,694 83,881 30.67% 19,687 Administration Personnel 144,630 227,601 149,286 147,712 76,750 144,069 142,828 -3.31% (4,884) Materials and Supplies - 81 40 - - - - 0.00% - Support Services and Charges 4,549 1,610 7,908 4,150 1,815 2,860 4,760 14.70% 610 Capital - - - 2,500 1,631 1,631 - - 100.00% (2,500) Total City Administration 149,179 229,292 157,234 154,362 80,197 148,560 147,588 -4.39% (6,774) GENERAL GOVERNMENT Personnel 192,411 177,187 219,755 181,639 108,225 182,500 226,387 24.64% 44,748 Materials and Supplies 18,753 20,049 17,861 19,975 8,229 20,500 18,500 -7.38% (1,475) Support Services and Charges 32,116 28,733 31,506 32,305 15,257 30,400 32,350 0.14% 45 Capital 568 - 6,540 2,500 1,213 1,500 - - 100.00% (2,500) Total General Government 243,848 225,969 275,662 236,419 132,924 234,900 277,237 17.27% 40,818 ELECTIONS Personnel 323 37,678 840 30,689 7,876 30,689 4,781 - 84.42% (25,908) Materials and Supplies 2,540 5,120 2,024 4,950 2,305 4,950 2,300 - 53.54% (2,650) Support Services and Charges 31 4,734 25 2,700 370 2,700 - - 100.00% (2,700) Capital - - - 600 - 600 - -IDO00% (600) Total Elections 2,894 47,532 2,889 38,939 10,550 38,939 7,081 81.82% (31,858) FINANCE Personnel 139,037 154,684 166,032 178,584 88,340 127,000 153,224 - 14.20% (25,360) Materials and Supplies 5,337 5,914 6,953 7,700 7,373 7,750 6,950 -9.74% (750) Support Services and Charges 3,082 4,053 4,799 7,500 1,606 6,800 6,575 - 12.33% (925) Capital 27,039 - 2,483 - - - - 0.00% - Total Finance 174,495 164,651 180,267 193,784 97,319 141,550 166,749 - 13.95% (27,035) PROFESSIONAL SERVICES Support Services and Charges 196,880 213,220 223,859 199,000 147,155 188,000 199,000 0.00% - Total professional services 196,880 213,220 223,859 199,000 147,155 188,000 199,000 0.00% - PLANNING Personnel 169,865 192,979 195,475 193,605 93,390 183,263 170,694 - 11.83% (22,911) Materials and Supplies 1,659 1,310 2,139 655 54 655 655 0.00% - Support Services and Charges 13,331 9,986 8,989 4,700 4,831 4,700 7.1,810 15118% 7,110 Capital - 2,320 - - - - - 0.00% - Totai Planning 184,855 206,595 206,603 198,960 98,275 188,618 183,159 -7.94% (15,801) MUNICIPAL BUILDINGS Materials and Supplies 34,519 26,532 34,321 54,800 33,717 54,800 18,511 - 66.22% (36,289) Support Services and Charges 100,228 116,950 123,957 133,000 9,389 133,500 157,750 18.61% 24,750 Capital 23,999 - - 20,000 15,713 15,713 - - 100.00% (20,000) Bond Payments 47,900 7,890 5,425 106,000 - 106,000 103,950 -1.93% (2,050) Transfers 110,000 50,000 99,773 60,000 - 60,000 - - 100.00% (60,000) Total Municipal Buildings 316,646 201,372 263,476 373,800 58,819 370,013 280,211 - 25.04% (93,589) POLICE Materials and Supplies 59 - - - 20 - - 0.00% - Support Services and Charges 822,962 895,059 943,989 950,000 553,786 950,000 995,750 4.82% 45,750 Capital 249,508 244,004 232,940 230,000 171,051 230,000 230,066 0.03% 66 Total Police 1,072,529 1,139,063 1,176,929 1,180,000 724,857 1,180,000 1,225,816 3.88% 45,816 FIRE Support Services and Charges 291,368 319,411 323,180 322,535 235,796 324,422 337,130 4.53% 14,595 Capital 304,579 303,524 277,270 279,624 204,472 279,624 270,697 -3.19% (8,927) Total Fire 595,947 622,935 600,450 602,159 440,267 604,046 607,827 0.94% 5,668 PROTECTIVE INSPECTIONS Personnel 118,167 130,391 119,185 117,943 60,184 110,257 109,096 -7.50% (8,847) Materials and Supplies 291 5 139 400 22 400 300 - 25.00% (100) Support Services and Charges 9,684 7,388 5,646 6,800 2,277 6,800 6,400 -5.88% (400) BUDGET DRAFT 4 August 23,2010 WORK SESSION Actual Actual Actual Budget To Date Projected Draft 4 Percent Dollar 2007 2008 2009 2010 2010 Year End 2011 Increase Increase Capital - - 1,298 - - - - 0.00% - TotalProtectivelnspections 128,142 137,784 126,268 125,143 62,483 117,457 115,796 -7.47% (9,347) CITY ENGINEER Personnel 119,803 124,018 114,547 94,875 47,458 95,854 111,103 17.10% 16,228 Materials and Supplies 1,485 688 742 425 44 425 1,255 195.29% 830 Support Services and Charges 9,1.84 7,505 7,638 15,146 3,411 15,146 13,320 - 12.06% (1,826) Capital 2,526 15,365 2,854 1.,000 44 1,000 1,000 0.00% - Total City Engineer 132,998 147,576 125,781 111,446 50,957 112,425 126,678 13.67% 15,232 PUBLIC WORKS SERVICES Personnel 292,022 295,616 279,601 295,372 142,419 262,936 184,107 - 37.67% (111,265) Materials and Supplies 70,206 77,289 58,801 71,123 33,745 63,400 71,200 0.11% 77 Support Services and Charges 42,140 40,700 40,540 42,690 25,915 43,142 41,440 -2.93% (1,250) Capital 639 - 5,003 3,800 - - - - 100.00% (3,800) Transfers 200,000 175,000 175,000 100,000 - 100,000 50,000 - 50.00% (50,000) Total Public Works Services 605,007 588,605 558,945 512,985 202,079 469,478 346,747 - 32.41% (166,238) STREETS AND ROADS Personnel 87,344 100,157 69,846 95,607 52,768 95,607 113,459 18.67% 1.7,852 Materials and Supplies 66,260 82,993 53,168 85,000 28,070 85,050 85,000 0.00% - Support Services and Charges 17,617 14,284 27,233 23,500 425 15,725 34,000 44.68% 10,500 Capital - - - - - 3,200 - 0.00% - Transfers 345,000 645,000 700,000 700,000 - 700,000 700,000 0.00% - TutaiStreetsand Roads 516,221 842,434 850,247 904,107 81,264 899,582 932,459 3.14% 28,352 SNOW AND ICE CONTROL Personnel 33,959 33,875 35,995 40,857 26,828 40,857 56,567 38.45% 15,710 Materials and Supplies 35,229 34,731 38,457 45,117 12,594 45,117 45,117 0.00% - Support Services and Charges - - - - - - - 0.00% - Capital - - - - - - - 0.00% - Total Snow and lce Control 69,188 68,606 74,452 85,974 39,422 85,974 101,684 18.27% 15,710 TRAFFIC CONTROL Personnel 356 - - - - - - 0.009/1 - Materials and Supplies 4,067 2,873 3,412 6,000 146 6,000 5,000 - 16.67% (1,000) Support Services and Charges 34,853 43,664 42,291 45,049 19,748 40,025 52,149 15.76% 7,100 Total Traffic Control 39,276 46,537 45,703 51,049 19,893 46,025 57,149 11.95% 6,100 SANITATION /WEEDS /WASTE REMOVAL Personnel 2,668 2,005 2,764 - 3,979 4,322 2,281 0.00% 2,281 Materials and Supplies - 32 21 500 - - 100 - 80.00% (400) Support Services and Charges 1,791 7,698 - 4,400 3,210 4,400 4,400 0.00% - Total Sanitation /Weeds /Waste Removal 4,459 9,735 2,785 4,900 7,189 8,722 6,781 38.39% 1,881 TREEMAINTENANCE Personnel 17,801 19,042 7,512 17,279 11,033 16,288 14,020 - 18.86% (3,259) Materials and Supplies 502 333 437 2,700 34 675 1,425 - 47.22% (1,275) Support Services and Charges 11,295 4,975 9,501 13,500 6,126 12,250 13,250 -1.85% (250) Total Tree Maintenance 29,598 24,350 17,450 33,479 17,192 29,213 28,695 - 14.29% (4,784) PARKS AND RECREATION Personnel 126,592 139,162 147,532 160,481 83,841 147,748 185,708 15.72% 25,227 Materials and Supplies 8,836 14,810 10,094 16,300 8,800 12,300 19,800 21.47% 3,500 Support Services and Charges 55,492 75,282 109,780 92,600 53,797 96,000 91,900 -0.76% (700) Capital 10,000 - - - - - - 0.00% - Transfers 15,000 15,000 45,000 42,000 - 42,000 42,000 0.00% - Total Parks and Recreation 215,920 244,254 312,406 311,381 146,438 298,048 339,408 9.00% 28,027 Southshore Center Personnel - - - - 8,180 16,157 - Materials and Supplies - - 12,241 13,200 3,953 8,000 8,300 Support Services and Charges - - 55,203 43,956 25,302 54,520 60,100 Capital - - 13,686 - - - - Total Southshore Center - - 81,131 57,156 37,434 78,677 68,400 - GENERAL FUND TOTAL EXPENDITURES 4,741,401 5,230,231 5,348,551 5,439,237 2,486,749 5,300,921 5,302,346 -2.52% (136,891) REVENUE OVER/ (UNDER) EXPENDITURES 398,994 (53,398) (196,878) (178,903) 168,241 (166,065) (123,351) - 31.05% 55,552 Revenue Beginning Net Assets Actual Actual Actual Budget Budget Thru July To Date Projected Draft 1 WATER FUND STORM WATER FUND 2007 2007 2008 2009 2010 $ 1,329,811 2010 Yearend 2011 Revenue $ 424,602 $ 255,970 $ 210,493 .$ 268,000 $ 135,252 $ 213,500 $ 213,500 Expenditures 210,357 $ 210,775 Expenditures Revenue $ 94,095 $ 90,490 $ 88,928 $ 173,800 5 67,899 Labor $ 86,677 $ 95,734 $ 89,791 $ 82,792 $ 44,605 $ 82,292 $ 95,934 Other Charges $ 377,779 $ 399,587 $ 448,451 $ 432,250 $ 245,375 $ 422,975 $ 432,425 Capital $ 541,376 $ 616,116 $ - $ 412,751 $ - $ - $ - EDA Debt Service $ 310,000 $ 260,000 $ 444,051 $ 376,500 $ 309,574 $ 376,500 $ 351,538 Total $ 1,315,832 $ 1,371,437 $ 982,294 $ 1,304,293 $ 599,554 $ 881,767 $ 879,897 Revenue over /(under) expenditures $ (891,230) $ (1,115,467) $ (771,801) $ (1,036,293) $ (464,301) $ (668,267) $ (666,397) Beginning Net Assets $ 91,941 $ 7,571,163 $ 7,571,163 $ 7,571,163 $ 6,902,896 Ending Net Assets $ 3,740,051 $ 7,408,498 $ 7,571,163 $ 6,534,870 $ 7,106,862 $ 6,902,896 $ 6,236,499 Actual Actual Actual Budget To Date Projected Draft 1 SANITARY SEWER 2007 2008 2009 2010 2010 Yearend 2011 Revenue 5 1,158,699 $ 1,018,311 $ 852,395 $ 969,900 $ 436,630 $ 921,300 $ 861,700 Expenditures Labor $ 85,257 $ 87,188 $ 67,757 $ 76,311 $ 38,978 $ 76,311 $ 80,436 Other Charges $ 866,850 $ 834,051 $ 888,196 $ 894,050 $ 516,866 $ 878,921 $ 1,019,785 Capital $ - $ - $ - $ 420,523 $ - $ 420,523 $ - Transfers $ - $ - $ 1,000,000 $ 1,000,000 $ - $ - $ - Total $ 952,107 $ 921,239 $ 1,955,954 $ 2,390,884 $ 555,844 $ 1,375,755 $ 1,100,221 Revenue over /(under) expenditures $ 206,592 $ 97,072 $ (1,103,559) $ (1,420,984) $ (119,214) $ (454,455) $ (238,521) Beginning Net Assets $ 5,741,797 $ 5,741,797 $ 5,741,797 $ 5,287,342 Ending Net Assets $ 4,387,059 $ 6,845,357 $ 5,741,797 $ 4,320,813 $ 5,622,583 $ 5,287,342 $ 5,048,821 Revenue Beginning Net Assets Actual Actual Actual $ Budget $ 1,661,495 To Date Ending Net Assets Projected Draft 1 STORM WATER FUND $ 1,661,495 2007 $ 2008 2009 $ 1,329,811 2010 2010 Actual Year end 2011 Revenue $ 219,975 $ 221,635 $ 201,806 $ 220,900 $ 106,068 $ 210,357 $ 210,775 Expenditures Revenue $ 94,095 $ 90,490 $ 88,928 $ 173,800 5 67,899 $ 175,900 $ 171,350 Expenditures Labor $ 26,707 $ 15,520 $ 55,828 $ 48,357 $ 12,958 $ 48,357 $ 52,174 Other Charges $ 34,715 $ 90,624 $ 51,021 $ 66,900 $ 24,208 $ 44,570 $ 92,450 Capital $ - $ - $ - $ 395,265 $ 18,298 $ 395,265 $ 120,000 Transfers $ 54,966 $ - $ - $ - $ - $ - $ - Revenue Beginning Net Assets $ 1,661,495 $ 1,661,495 $ 1,661,495 $ 1,383,660 Ending Net Assets $ 322,116 $ 1,566,537 $ 1,661,495 $ 1,371,873 $ 1,712,098 $ 1,383,660 $ 1,329,811 Actual Actual Actual Budget To Date Projected Draft 1 RECYCLING FUND 2007 2008 2009 2010 2010 Yearend 2011 Revenue $ 94,095 $ 90,490 $ 88,928 $ 173,800 5 67,899 $ 175,900 $ 171,350 Expenditures Labor $ - $ 1,110 $ 4,297 $ 4,976 $ 4,506 $ 14,324 $ 13,188 Other Charges $ 91,157 $ 94,464 $ 94,505 $ 167,437 $ 97,461 $ 168,014 $ 167,907 Capital $ - $ - $ - $ - $ - $ - $ - Transfers $ - $ - $ - $ - $ - $ - $ - Total $ 91,157 $ 95,573 $ 98 $ 172,413 $ 101,967 $ 182,338 $ 181,095 Revenue over /(under) expenditures $ 2,938 $ (5,083) $ (9,874) $ 1,387 $ (34,068) $ (6,438) $ (9,745) Beginning Net Assets $ 91,941 $ 91,941 $ 91,941 $ 85,503 Ending Net Assets $ 94,646 $ 102,299 $ 91,941 $ 93,328 $ 57,873 $ 85,503 $ 75,758 Department: Planning Council Meeting: 11/22/10 Item Number: 10E From: Brad Nielsen, Planning Director Item Description: Cell Tower Lease Rates — Telecomm Facilities Background / Previous Action Earlier this year the Council asked staff to review the current lease rates for telecommunication facilities on City water towers. The two primary questions to be addressed were: 1) since the rates have not been adjusted for several years, should the lease rates be increased ?; and 2) should the City be charging for rental of the ground space necessary for mechanical /electrical equipment? Taking the second question first, staff found that most cities charge for the "vertical real estate" (i.e. space on the tower) and consider the ground space incidental to the tower space. It is worth noting that although some of the earlier telecomm requests included the construction of buildings to house equipment, the equipment space needs have continued to shrink as technology progresses. Much of the equipment currently in use appears to fit within a cabinet the size of a residential refrigerator. In order to keep things as simple as possible, staff suggests that the City's lease rates focus on the tower space itself. With respect to the annual lease rates, Shorewood's current policy requires an $18,000 annual rental with annual escalators. Since the lease rates have not increased in several years, it results in a new applicant paying less than a tenant who has been there for five years or more. As it turns out, this situation is not unique to Shorewood. A survey conducted by the City of Cottage Grove (see attached spread sheet) shows that several of the cities surveyed charge more for existing customers. As you can see on the spreadsheet, Shorewood — whose fees were once among the highest in the metro area, are currently a little bit below the average of those cities in the survey. This supports a recommendation that the lease rates should be increased. If the Council feels it is unfair to existing customers to pay more than new ones, the lease rate could simply be increased to the maximum amount that anyone is currently paying ($27,995 — needs to be verified). After that, the lease amount should be increased at the same rate that individual lease agreements have been. As you can see, that would place Shorewood at the top of the cities in the survey as far as a minimum lease amount. One additional question that has arisen is whether or not the lease rates should be included In the City's fee schedule. Staff is suggesting that a lease is different than a fee. In essence, fees Council Action: should relate to the cost of providing a service, whereas a lease of City -owned property is dictated by what the market will bear. Options The City can leave the lease rates and structure at current levels; the City can raise the base lease rate to the highest amount being paid by any current tenant; or the City can increase the rate to something less than the highest paying tenant (for example, if the rate was raised from $1500 per month to $2000 per month, Shorewood would be in the top five of the cities surveyed). Staff Recommendation At minimum, staff recommends that the base rate be increased. The amount depends on how concerned the Council is with the existing tenant paying more than a new one. While raising the rate to $28,000 per year would put us at the top of the list, there are carriers that are paying more, and someone has to be the highest. Whatever is done, it should include an escalator that keeps pace with the existing leases. With respect to having the lease amount on the fee schedule, staff recommends that the leases be kept separate from the fees. Average $ 18,966.96 $ 21649.18 $ 21,249.71 $ 16,721.79 $ 24,183.28 $ 2056.81 Note 1: Most teases are the CPI or 5% whichever is greater. Note 2: Teams are 5 year terms with 4 automatic renewals for a total term of 25 years. � ��Q��� �oet/pi� IZa. ✓'` 7 -�v'y ZED RATE SURVEY FOR CELLULAR/PCS /ESMR ANTENNA LEASES ON MUNICIPAL WATER TOWERS AND /OR LAND Water Tower Antenna Lease Rates Other Stand Alone Tower Antenna Lease Rates City Minumim Annual Rate Maximum Annual Rate Average Annual Rate No. of Sites Typical Increase Rate Typical Lease Term Minumim Annual Rate Maximum Annual Rate Average Annual Rate No. of Sites Typical Increase Rate Typical Lease Term Comments 1 Cottage Grove $ 20,630.50 $ 25,549.71 $ 22,179.49 10 5% 5 years $ 13,911.29 $ 25,816.17 $ 21,431.50 3 5% 5 years 21 South St. Paul $ 18.710.33 $ 23,750.32 $ 21,740.52 5 5% 20 years $ 21,275.61 $ 21,275.61 $ 21,275.61 1 5% 20 years Based on 2010 Rates 3 New Ho e /Golden Valley/ $ 25,357.50 $ 32,325.43 $ 29,000.98 4 Rosemount $18 2 5% s /autorenew $12,360 1 3% r /aumreawal Only two of our towers (out of 4) have antenna's. One has three and one has two. We only have one mono ole. Clearwire just came onboard this year. 5 Hastings $ 23,759.18 $ 23,759.18 $ 23,759.18 2 5% s /amorenew 6 White Bear Lake $ 14,400.00 $ 22,32400 $ 18,900.00 2 4% 5 $ 8,640.00 $ 26,822.00 $ 15209.00 3 4% 5% 7 Oakdale $ 12,000.00 $ 24,310.13 $20,000 4 3% 5 years 8 Fridley $ 17,934.64 $ 22,605.60 $ 21,564.80 3 Hi her of 5 °/ 5 years w/4 a $ 21,709.68 $ 39.752.16 $ 30,730.92 2 5 %m rate o , /4 automatic Only private lease rates provided as of I /1 /10, rates may include surcharges for large equipment arrays 9 Brooklyn Center $ 26,039.92 $ 26,039.92 $ 26,039.92 7 0 5% 5 yrs 2009 Rates 10 Andover $ 20,780.00 $ 25,478.00 $ 23,129.00 1 4 %/ yr r/4 renewals $ 16,500.00 $ 16,500.00 $ 16,500.00 2 3% 5 Anticipate having 3 addifioanl sites signed in 2010. 11 Lakeville $ 18,600.00 $ 18,600.00 $ 18,600.00 5 3% 5 years $ 18,600.00 $ 18,600.00 $ 18,600.00 3 3% 5 years 12 Blaine $ 16,550.74 $ 16,550.74 $ 16,550.74 5 years $ 16.550.74 $ 16,550.74 $ 16,550.74 5 years 13 Woodbury $ 20,116.00 $ 36,55300 $ 29.187.00 12 note I note 2 $ 11,524.00 $ 25,705.00 $ 17,332.00 5 note 1 note 2 Clearwire is currently negotiating for 5 sites - 2 on water towers and 3 on monopoles. Also currently negotiating with Sprint for a water tower site. 14 Grand Rapids $ 14,600.00 $ 14,600.00 $ 14,600.00 6 R01 15 Arden Hills $ 11,892.00 $ 18,000.00 $ 14,752.00 2 3% 5 years 16 Pelican Rapids $ 14,40400 $ 14,400.00 $ 14,400.00 1 4% 5 years 17 Shorewood $ 18,000.00 $ 27,995.00 $ 21,550.00'. 5% : 5 ears 18 Little Canada $ 21,054.91 $ 21,054.91 $ 21,054.91 2 4% 5 years 19 Plymouth $ 15,650.19 $ 19.626.65 $ 17.638.42 13 3% 3 -5 years $ 11,473.63 $ 15,194.37 $ 13 334.00 2 3% 3 -5 yeau Verbal Proposal (Clear Wire) 4 new sites $25,200.00 w/3% yearly increase. 20 Chanhassen $ 19,800.00 $ 19,800.00 4 3% 5 yrs, renewable for 4 terms Ispecial agreement with Nextera Wheless for 3 %ofrevenue plus free service 21 Bloomington $ 19,910.00 $ 30,123.00 $ 24,975.18 11.5-7% 3 -5 years $ 31,000.00 $ 31,000.00 $ 31,000.00 1 4% 3 -5 years 22 Victoria $ 20,837.25 $ 26,741.14 $ 24.755.43 3 5% 5 years Leases automatically extend for 4 additional year terms with annual increases of 5% per year. 23 Farmington $ 26,250.00 $ 26,250.00 $ 26,250.00 2 5% Also have a pi elimir research fee of $500 to cover staff time for research, plan reviews, site visits. etc. 25 Brooklyn Center $27,341.91 $27,341.91 $27,341.91 71 5% 5 years 0 2010 rates 24 1larn Lake 1 $ 17,116.56 $ 28,800.00 $ 25,261.11 4 Greater of 3 5 years The lease amount is for 3 users on each tower. Average $ 18,966.96 $ 21649.18 $ 21,249.71 $ 16,721.79 $ 24,183.28 $ 2056.81 Note 1: Most teases are the CPI or 5% whichever is greater. Note 2: Teams are 5 year terms with 4 automatic renewals for a total term of 25 years. � ��Q��� �oet/pi� IZa. ✓'` 7 -�v'y ZED #11 .A. 1 . MEMORANDUM Date: November 18, 2010 To: Mayor Lizee Council Members From: Brune DeJong, Finance Director Re: September, 2010 Quarterly Investment Report The City's investments need some significant attention. It is clear that we have too much cash sitting in money market mutual funds earning meager rates of return. Having said that it is important to remember our investment priorities in order of importance: 1. Safety — preservation of principal; 2. Liquidity — having funds available when needed to pay expenses; 3. Yield — earning market rates of return for the amount of principal risk we are willing to accept. As a newly hired Finance Director, I am extremely happy to have the flexibility to decide how to invest the funds rather than having to liquidate investments — possibly at a loss. With the investments that the City currently holds, and with our philosophy of holding investments to maturity, we are exposed to minimal risk of principal loss. The only expected change is when investments are marked to market and gains or losses are recognized at year end. In order to decide what time frames should be targeted for various investments, a cash flow projection needs to be constructed. With the primary concerns of budget, CIP, and street maintenance coming to a conclusion for the year staff will have sufficient time to devote to this task. We need to structure investments with relatively short final maturities (generally five years or less) that still provide decent rates of return with an appropriate portfolio duration. This means that the City should have a mix of callable and non - callable investments with both short- term cash flow needs being met and longer maturities targeting major cash needs over the investment horizon. The current investment climate does not offer much in the way of attractive investments. The good news is that we are not giving up much in yield, as compared to traditional short term investments like commercial paper or certificates of deposit, by being in cash. Staff intends to meet with the investment committee soon to review cash flow projections, investment alternatives, and set investment goals for the coming year. Please contact me or Mr. Heck if you have any questions. CITY OF SHOREWOOD 2010 INVESTMENT AND INTEREST SCHEDULE SEPTEMBER, 2010 INSTITUTION INTEREST PAID ORIGINAL INVESTMENT CURRENTLY INVESTED RATE PURCH DATE MATURITY DATE SEPT INTEREST TOTAL RECEIVED YTD Beacon Bank 17,751.77 17,70177 000 0.00 PrimeVest Govt. Money Mkt Acct 2,185,714.25 000 09/30/10 0,00 0.00 Checking Account 100.0643 Semi -Ann 200,000.00 200,00000 238 03/30109 04/01/14 0,00 6,92 Money Market Acct 130 -0822 Semi -Ann 200,000.00 219,376.54 0.50 07/15/09 09/30/10 86.97 818.71 TOTAL Semi Ann 0.00 2,405,090.79 2.00 05126110 05/26/15 86.97 825.63 DAIN RA USCHER(RBCI Semi -Ann 250,00000 250,000.00 3.00 05119/10 11/19/18 0.00 FNMA Semi -Ann 125,000.00 125,000.00 4.50 04/171 04/17/23 )00 2,812.50 TOTAL Maturity 125,000.00 125,00000 4.50 01 /30/08 01/28/11 0.00 2,812.50 4 -M FUND Semi -Ann 96,000.00 96,00000 225 03125/09 03/25/11 1,088.88 2,160.00 Money Market Account Semi-Ann 1,679,412.31 1,679,412. 020 03125109 09/30/10 40.79 52741 TOTAL Maturity 1679,412.31 1,679,412.31 0.60 05/13/10 05111/11 4019 527.41 WELLS FARGO INVESTMENTS Maturity 200,000.00 200,00000 055 05/12/10 05/12/11 0.00 Bnk America, Charlotte, NC -CD Semi - Annual 100,000 00 100,000.00 1.00 09/16/09 12/16/10 495.89 Meridian Bank Maturity 245,00000 245,000.00 0.20 05117110 12/17110 40.27 4027 Platinum Bank CD Monthly 95,000.00 95,000.00 4.50 12119/07 12/20/10 351.37 1,768.56 Summit Bnk Kansas CD Monthly 200,000.00 200,00000 0,55 12/30/09 12/30110 364.65 Carolina 1st Bnk Greenville -CD Semi - Annual 100,00000 100,00000 1.35 09/11/09 03/11/11 669.45 Bank of China, NV - CD Maturity 49,000.00 49,000.00 0.55 05112/10 05/12/11 0.00 Columbus Bnk &Trust, GA -CD Maturity 145,000.00 145,000.00 0.45 05/12/10 05/12/11 0.00 Bank Beacon, NY - CD Mature 49,000.00 49,00000 0,60 05114/10 05/13/11 0.00 Carolina l st Bnk Greenville -CD Semi - Annual 10'00000 100,00000 1.75 09/11/09 09/12111 867,81 Columbus Bnk &Trust, GA -CD Semi -Annual 100,000.00 10000000 2.30 09/16/09 09/17112 1.14055 FHLMC(Fmddie Mac Unit) Semi - Annual 150,000.00 150,000.00 1.63 05/06110 11/26112 0,00 KS Bnk Smithfield. NC -CD Monthly 100000 00 100,000.00 2.50 09/18/09 05/17/13 205.48 1,034.25 American Eagle Bnk, Elgin IL -CD Monthly 100,000.00 100,000.00 2.60 09118109 09/18/13 213.70 1075.61 Wells Fargo Money Markel Maturity 604,641.76 604,641.7 0.0 07/01/09 09/30/10 69.62 98.36 TOTAL Semi -Ann 2,137,641,76 2,137,641.76 2.60 07/01/09 07/02/12 88044 7,55540 PIPERJAFFRAY 17,7517 17,70177 0.19 09130110 000 0.00 17,751.77 17,70177 000 0.00 MORGAN STAN SMITH BARNEY) FNMA Semi -Ann 200,000.00 200,00000 238 03/30109 04/01/14 2,37500 FNMA Semi -Ann 200,000.00 200,000.00 2.00 07/15/09 07/15/14 2,00000 FHLB Semi Ann 500,000.00 500,00000 2.00 05126110 05/26/15 000 FHLMC Semi -Ann 250,00000 250,000.00 3.00 05119/10 11/19/18 0.00 FNMA Semi -Ann 250,00000 250,000.00 3.15 05119110 11/19/18 0.00 Cole Taylor Bank, IL Maturity 96,00000 96,000.00 4.35 01 /30/08 01/28/11 2,105.16 Branch Bank &Trust CD Semi -Ann 96,000.00 96,00000 225 03125/09 03/25/11 1,088.88 2,160.00 CIT Bank - UT CD Semi-Ann 96,00000 96,000.00 240 03125109 03125111 1,16147 2,304.00 Bank of India, NY - CD Maturity 200,000,00 200,000.00 0.60 05/13/10 05111/11 000 Bank of America, NC - CD Maturity 200,000.00 200,00000 055 05/12/10 05/12/11 0.00 Bank of China, NY - CD Makinty 200,000.00 200,00000 055 05112110 05/12/11 0.00 Bank of Saroda, NY - CD Maturity 200,00000 200,00000 0.60 05/14/10 05/13/11 000 Firstbank of Puerto Rico - CD Monthly 200,000.00 200,00000 0.80 05/14/10 05/13/11 135.89 13589 Compass Bnk, Al - CD Semi -Ann 96,000.00 96,000.00 2.15 06130109 06/30/11 000 Compass Bnk, AL - CD Semi -Ann 54000.00 54,000.00 2.15 06130109 06/30111 0.00 Citibnk NA -NV CD Semi -Ann 240,00000 240,000.00 1.50 12130109 12/30111 000 Citibnk NA -NV CD Semi -Ann 8,00000 8,000.00 1.50 12/30/09 12130/11 0.00 and Bnk So. Carolina CD Semi -Ann 240,000.00 240,00000 1.60 01/08/10 01/09/12 0.00 Nall Bnk So. Carolina CD Semi -Ann 8,000.00 8,000.00 1.60 01108/10 01/09112 0.00 Wright Express Fin -UT CD Semi -Ann 240,000.00 240,000.00 1.35 01/08/10 01/09/12 000 Wright Express Fin -UT CD Semi -Ann 8,00000 8,00000 1.35 01/08/10 01/09/12 000 Compass Bnk, AL - CD Semi -Ann 96,00000 96,00000 1.30 05/14110 05/14/12 000 Amer Exp Bnk, FSB - CD Semi -Ann 96,00000 96,00000 2.60 07/01/09 07/02112 1,25825 Amer Exp Bnk, FSB - CD Semi -Ann 54,000.00 54,000.00 2.60 07/01/09 07/02/12 70738 Amer Exp Centurion Bnk- CD Semi -Ann 96,000.00 96,000.00 2.60 07/01/09 07/02/12 1,258.25 Amer Exp Centurion Bnk- CD Semi -Ann 54,000.00 54,000.00 2.60 07/01109 07/02/12 707.78 GE Capital Fin, UT- CD Semi -Ann 96,000.00 96,000.00 3,05 06/25/09 06125113 0.00 GE Capital, UT - CD Maturity 9600000 96,000.00 305 06/25109 06/25113 0.00 BE Capital, UT - CD Maturity 53,00000 53,000.00 3.05 06/25/09 06125/13 000 Capmark Bnk, UT - CD Semi -Ann 96,000.00 96.00000 335 07101/09 07/01/13 1,621.21 Capmark Bnk, UT - CD Semi -Ann 54,000.00 54,000.00 3.35 07/01/09 07/01113 91194 CIT Bnk, UT - CD Semi -Ann 96,000.00 96,000.00 3.35 07/01/09 07/01113 162121 CIT Bnk, UT - CD Semi -Ann 54,00000 54,00000 335 07101/09 07/01/13 911.94 Money Market Fund Maturity 000 4,220,77747 0.10 09/30/10 2,727.99 3,37927 TOTAL 4,523,000.00 8,743,77747 2.09 5,114.23 23,45768 NORTHLAND SECURITIES Money Fund Maturity 6,722.54 6,722.54 0.00 09/30/10 000 TOTAL- 6,722.54 6,722.54 0,00 000 GRANDTOTAL 15,115,34664 6,122.43 35,178.62