12-06-10 CC Special Mtg MinCITY OF SHORE WOOD
CITY COUNCIL SPECIAL MEETING
MONDAY, DECEMBER 6, 2010
MINUTES
1. CONVENE CITY COUNCIL SPECIAL MEETING
5755 COUNTRY CLUB ROAD
COUNCIL CHAMBERS
7:00 P.M.
Mayor Liz&e called the meeting to order at 7:05 P.M.
A. Roll Call
Present. Mayor Liz6e; Couneihmembers Bailey, Turgeon, Woodruff and Zerby; City
Administrator Heck; and, Finance Director DeJong
Absent: None
B. Review Agenda
Turgeon moved, Zerby seconded, approving the agenda as presented. Motion passed 510.
2. TRUTH IN TAXATION PUBLIC HEARING
A. Staff Presentation
Mayor Liz& opened the Public Hearing at 7:06 P.M. and explained that after Staff makes its presentation
on the 2011 General Fund Budget and the 2010 property tax levy payable in 201,1 Council will take
public comment,
Director DeJong stated the purpose of this Truth -in- Taxation Public Hearing is to present the City's 2011
Proposed Budget and 2011 Tax Levy and to take public comment:. He explained during Council's August
23, 2010, meeting Council set the proposed 2011 General Fund Budget and it approved the proposed
2010 property tax levy collectible in 2011. The proposed budget and levy were certified to Hennepin
County by September 15"'. Hennepin County used that information to estimate the tax rate and determine
how the property tax levies will be spread among various properties in a community and in jurisdictions
that also levy property taxes. A residential property tax statement lists a city's property tax, a county's
property tax, a school district's property tax, the Metropolitan Council's property tax, and the local
watershed district's property tax. Hennepin County started to mail out proposed property tax statements
payable in 2011 . on November 15`
DeJong then stated property taxes pay for a number of services provided by the City. They include police
protection, fire protection, snow plowing, street maintenance, parks and recreations, building inspection
and other valuable City services.
DeJong explained levy limits are again in place for 2011, noting they are scheduled to end for 2012. The
City proposes no increase in the levy for 2011. The proposed 2011 General Fund Budget programs the
use of $160,000 in General Fund balance reserves in order to make revenues and expenditures equal each
other. There are transfers to capital funds planned, with the largest transfer, $700,000, to the Street
Reconstruction Fund for roadway maintenance. DeJong noted for property taxes payable in 2011 the
City's taxable property values decreased on average 7.9 percent. He clarified some taxable property
SHOREWOOD CITY COUNCIL SPECIAL MEETING MINUTES
December 6, 2010
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values decreased more than that, some properties maintained their value and some property values
actually increased.
DeJong explained the 2011 budgeted expenditures reflect a 1.8 percent decrease when compared to the
adopted 2010 budgeted expenditures. The total outflows from the General Fund have been fairly
consistent since 2008.
DeJong then explained the total proposed 2011 revenues are $5,338,995. Of that, 89 percent comes from
property taxes, 3 percent from transfers and miscellaneous, 2 percent from licenses and permits, 1
percent from intergovernmental, 1 percent from fines and forfeitures, I percent from charges for service,
and the remaining 3 percent from the use of reserves.
DeJong went on to explain the total proposed 2011 expenditures are $5,338,995. Of that, 35 percent is
for public safety services, 26 percent is for general government, 17 percent is for capital transfers, 16
percent is for public works, and the remaining 5 percent is for parks and recreation. He noted the General
Fund balance is not an ongoing revenue source. Once the General Fund balance drops below the
minimum threshold set in Policy, other sources of revenue will have to be found to balance a budget.
DeJong reviewed the tax assessment and levy timeline for residential property taxes payable in 2011.
Hennepin County collected data on property sales from October 1, 2008 — September 30, 2009. The
County then reviews the sales data to determine if a sales transaction should be used when making
comparisons. The County then took properties with similar characteristics in the same neighborhood to
determine the change in taxable property value. That change in value was applied to all properties to
determine estimated taxable property values and that was sent out to property owners in the February(
March 2010 timeframe.
The Board of Review process took place from April 2010 — June 2010. That process equalized values
among similar properties, and property owners were provided the opportunity to challenge the assessed
value based on comparisons to other similar properties. The County then added the property values, the
values established in September 2009, for every property in a taxing jurisdiction to determine what the
property tax rate needs to be in order to collect the needed revenue for the next year. The tax rate was
then applied to each property value and Truth -in- Taxation notices were then mailed to property owners in
November 2010. In 2011 final property tax bills will be mailed to property owners.
DeJong then reviewed the 2011 City tax impact, in general, based on the average decline in taxable
property value of 79 percent. He noted that property values are not static. The change in taxes payable in
part depends on the tax rate and tax capacity for a property. He explained Minnesota approximately 20
property classes and each category has a different class tax rate. For residential properties, the class rate
is 1 percent for the first $500,000 of homesteaded residential property. The tax capacity for a property
valued at $500,000 would be $5,000. For and amount above or below $500,000 the amount goes up or
down by 1.25 percent. Properties with a lower value are paying a larger share of the needed tax revenues
because the values of the higher valued properties have declined.
DeJong went on to review the 2011 property tax distribution for a property in the City located within
Minnetonka School District 276. The distribution is: 36.6 percent to Hennepin County, 34 percent to the
school district, 22 percent to the City, and 7.4 percent to other. The distribution is quite different for
properties in the City located in the Mound - Westonka School District, noting that District has a lower tax
rate and therefore the City tax distribution will look higher,
DeJong highlighted the 2011 total property tax percent change compared to the 2010 total tax for
residential homestead properties in the City based on statistics from the Hennepin County Assessor's
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December 6, 2010
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Office. Approximately 29 percent of residential property owners in the City will see a decrease in their
total property tax. Approximately 64 percent will see an increase of 0.0 — 4.9 percent. Approximately 7
percent will see an increase of more than 5 percent. He then highlighted some statistics for various dollar
amount increases. The total tax amount will decrease for approximately 30 percent of the property
owners. The tax will increase less than $200 for approximately 55 of them. For 4.4 percent their tax will
increase $600 or more.
B. Public Hearing
Mayor Liz6c opened the Public Testimony portion of the Public Hearing at 7:25 P.M
Chris Poison 5720 Echo Road asked if there is a per capita figure for taxation for the City. He stated he
finds that type of information meaningful. He then stated he did a rough calculation and he comes up
with approximately $700. He suggested that information be provided in future presentations. Mayor
Liz& stated in 2011 there will be new census figures and it would be appropriate to calculate that then.
Mr. Poison stated as a conservative he is quite concerned about the Metropolitan (Met) Council and its
outreach. He asked Council to provide him with some sense of what relationship is between the Council
and City and the Met Council. He also asked what Council's attitude is about the Met Council's
influence and leverage on the City.
Rob Care 28036 Woodside Road stated he thought the presentation was beneficial. He noted his
property tax increase was about in the middle. He stated because of the tough economy residents are
being forced to make changes and in some cases take very drastic actions. From a government
perspective, lie asked what Council does to help keep the City's property taxes in check.
Bill Manning, 25740 Birch Bluff Road asked if there is any correlation between property market values
and property taxes, noting based on information in the presentation property values in the City have
declined an average of 7.9 percent. He stated even though there has been a substantial decline in values
total property taxes are going up. He questioned if there is any correlation. He explained he owns
property in the State of Wisconsin and in Wisconsin there is a direct correlation between the value of
property and property tax. He expressed concern that market values are going down yet property taxes
are going up. He stated it would help property owners understand how property taxes are determined if a
formula were used.
Director DeJong stated the State of Minnesota and the State of Wisconsin have very different approaches
to determining property taxes. Minnesota has a proportional system. For example, if there is a tax levy of
$1,000 and $100,000 worth of property in the community the tax rate would be I percent. If the value
doubles to $200,000 and the levy remains $1,000 then the tax rate would be 0.5 percent. If the value
decreases to $50,000 and the levy remains $1,000 then the tax rate would be 2 percent. The residential
property values in the City haven't declined as much as in other jurisdictions. In shared jurisdictions
where property values are declining at a faster rate than in the City, the City's property owners are paying
a larger share of the tax.
Mayor Liz6e stated she understood Mr. Manning wants to know when the decline in property values is
going to be reflected in property taxes. Director DeJong explained reductions in taxable values do not
reduce the amount of property tax. It changes the tax rate applied to the taxable portion of the property
value. If all taxable property values went down but the levy remains the same there will not be a
reduction in property tax. If the levy goes up, some property taxes will go up even if values go down. In
the Minnesota system local taxing jurisdictions can only control the levy.
SHOREWOOD CITY COUNCIL SPECIAL MEETING MINUTES
December 6, 2010
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In response to a comment from Mayor Lizee, Director DeJong explained Ire just did a rough calculation
and the cost per capita for the City portion is approximately $670.
Mayor Lizee responded to Mr. Poison's questions about the Met Council. She explained the Met Council
establishes sewer rates for processing the City's sewage. It reviews, and hopefully approves, the City's
Comprehensive Plan, which has to be updated every ten years. The City makes a concerted effort to work
cooperatively with the Met Council.
Mr. Poison asked if there is any political momentum going on about the role of the Met Council.
Councilmember Woodruff commented that he serves on the Association of Metro Cities Revenue and
Taxation Committee. He stated as part of the Committee's policy discussions there was discussion about
the affect the Met Council has on the cities in the metropolitan area. There has been discussion at the
State Legislature about the Met Council's role and it's likely there will further discussion. There has
been some recognition that the role of the Met Council has evolved since its inception. He indicated he
thought the definition of the metro area needs to be reviewed. He stated the sewage processing rates the
Met Council charges have increased. Director DeJong noted the rates went up 8.9 percent.
Administrator Heck stated the Met Council manages mass transit for the metro area. He explained the
Met Council controls how far out to extend the municipal sanitary sewer system. In anticipation of
development in the outlying areas it issued bonds to fund the systems extension. Because housing
development has dropped off dramatically, municipalities currently on the system are subsidizing that
expansion until new development picks up and then these municipalities will theoretically be reimbursed
for the subsidies. The Met Council's Inflow & Infiltration (I&I) program requires cities to reduce their
I &I into the sewer system. The goal is to mitigate the flow of "clean" water into the system so it doesn't
place any additional burden on the system.
Heck then stated the topic of restructuring the Met Council is discussed regularly at the legislature. Both
the League of Minnesota Cities and the Metro Cities have policy stances about the Met Council. There is
some thought that if a greater council of government is going to exist it should be run either by an elected
body or by representatives of the member communities elected officials.
Mr. Poison asked what would happen if the City did not adhere to the Met Council's mandates.
Administrator Heck explained it would impose sanctions that would prohibit the City from getting certain
State aid. Councilmember Woodruff stated if municipalities don't take steps to mitigate I &I into the
sewer system the Met Council has the authority to fine them.
Mayor Lizee stated because the City is located in a relatively wet area and because its infrastructure is
aging it's imperative that the City continually monitor any I &I and maintain the infrastructure.
Mayor Lizee responded to a question Mr. Carr had asked regarding changes Council anticipates
regarding the budget process. She stated the proposed 2011 General Fund budget reflects a zero percent
increase in its base levy. She noted that Council is very aware of the need to keep City property taxes in
check. She noted the 2011 budget process started in June. She asked Councilmembers to comment on the
process.
Councilmember Bailey stated from his vantage point Council he thought Council has been quite effective
over the last few years in keeping City expenses down. For illustration purposes, he stated if the only
thing the City spent money on was a snow plow the City would have to spend money on the plow
independent of whether or not taxable property values went up or down. Council worked hard to keep the
cost of the snow plow from going higher. In a perfect world, it would be nice to be able to reduce
SHOREWOOD CITY COUNCIL SPECIAL MEETING MINUTES
December 6, 2010
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property taxes when taxable values declined. However, the City still has to pay for the snow plow and
plow the streets.
Mr. Carr asked if Mr. Bailey was stating that the City's expenditures are nondiscretionary.
Councilmember Bailey responded he thought the majority of the expenditures were nondiscretionary and
he thought the City staff was pretty lean. He stated Tabor costs are a large part of the total expenditures.
He then stated Council has kept a lid on public safety costs.
Councilmember Woodruff reiterated Director DeJong's earlier explanation of where the City spends its
money. He noted public safety expenditures include police and fire services as well as building
inspections. He explained the public safety organizations have been experiencing a reduction in the State
aid they receive so it has been necessary for those organizations to scrutinize their expenditures. He
explained the costs for operating the Southshore Community Center are included in the parks and
recreation costs. I-Ie stated there are 13 people in the Public Works Department. Administrator Heck
clarified there are 9 people. Woodruff stated Staff has been very creative in finding ways to use the
City's revenues more effectively. By doing that and by using General Fund reserves the City has been
able to maintain a zero percent levy increase for the last few years. He noted the City can't rely on the
use of reserves forever.
Councilmember Zerby stated Council does have some discretion in how the City's funds are spent. He
noted Council recently lowered the roadway rating for triggering when a roadway should be
reconstructed. Council could allow roadways to deteriorate to a lower rating before reconstructing them,
but that would impact property values in the City. Parks and recreation also affects the community and
property values as do public works services, public safety services and other City services. He stated
Council is continually hying to maintain a balance between services provided and quality of life City
residents expect.
Mayor Liz& stated the City's bond rating is very high and that's of benefit to the City. She then stated
the City has to continue to work with its South Lake sister cities to identify ways to achieve savings by
sharing more services. She noted the City currently shares police and fire services, and the City could not
afford to go back to providing police services on its own. She expressed her confidence that there are
other areas where services can be shared and savings achieved. She noted she thought that would be even
more important in 2011.
Mayor Lizde stated she thought the cities and city staffs talk to each other. She noted that the South Lake
cities were all part of Excelsior Township until 1956, and people in the community share the desire for
Excelsior to be successful because Excelsior's downtown is everyone's downtown. She stated she
thought the Excelsior City Council is open to hearing other peoples thoughts, and it's important for
residents to covey there perspective during other cities' meetings on topics such as redevelopment.
Administrator Beck stated City staff is always looking at ways to achieve efficiencies in City operations.
Savings in staff time in one area are often reallocated to another area in need of more resources. For
example, because of the downturn in building projects some of the Building Inspector's time has been
reallocated to Building Maintenance activities. This means the City did not have to hire a contractor to
manage the improvements made to the shelter in Manor Park. He then stated capital transfers are
discretionary. But, if transfers are not made there won't be funds for improvements to the roadways or
parks unless another financing alternative is identified.
Mayor Liz& closed the Public Testimony portion of the Public Hearing at 7:59 P.M
SHOREWOOD CITY COUNCIL SPECIAL MEETING MINUTES
December 6, 2010
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C. Council Deliberation /Decision to Reconvene
Woodruff moved, Turgeon seconded, accepting the 2011 General Fund Budget and the 2010
Property Tax Levy collectible in 2011 as presented and to provide that information to Hennepin
County as required. Motion passed 5/0.
Mayor Lizee closed the Public Hearing at 8:00 P.M.
3. ADJOURN
Zerby moved, Turgeon seconded, Adjourning the City Council Special Meeting of December 6,
2010, at 8:01 P.M. Motion passed 510.
RESPECTFULLY SUBMITTED
Christine Freeman, Recorder
ATTEST
L ` 'v/
Kristine Lizee, Mayor
-- Br a�'
Administrator /Clerk
L ` 'v/
Kristine Lizee, Mayor