080706 CC WS AgP
CITY OF SHOREWOOD
CITY COUNCIL WORK SESSION
MONDAY, AUGUST 7, 2006
5755 COUNTRY CLUB ROAD
COUNCIL CHAMBERS
5:30 P.M.
AGENDA
1. CONVENE CITY COUNCIL WORK SESSION
A. Roll Call
Mayor Love _
Lizee
Turgeon _
Callies
Wellens
B. Review Agenda
2. BENEFITS CONSULTANT REPORT (Att. - Staff memorandum)
A. Wellness Program
B. Sick Leave Buy Out
3. 2007 PROPOSED SLMPD BUDGET (Att. - Proposed Budget)
4. 2007 BUDGET (Att. - Staff memorandum)
5. OTHER
6. ADJOURN
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD. SHOREWOOD, MINNESOTA 55331-8927. (952) 474-3236
FAX (952) 474-0128 . www.cLshorewood.mn.us . cityhall@cLshorewood.mn.us
Celebrating 50 Years. 1956 - 2006
MEMORANDUM
TO:
FROM:
DATE:
SUBJECT:
City Council
Craig W. Dawson, City Administrator&,/\
August 4, 2006 :1-J
SLMPD 2007 Proposed Budget (Work Session Item)
The Coordinating Committee of the South Lake Minnetonka Police Department reviewed the 2007
proposed budget for SLMPD operations at its meeting on July 25. It accepted the Chiefs proposal
and authorized that it be forwarded to the four member cities' councils for action.
The SLMPD budget shows its staff fully back to its authorized complement of 14 sworn officers. It
also includes Investigator Talbot, who is on assignment to the Minnesota Financial Crimes Task
Force (MFCTN), as a 15th officer on the staff. His compensation is fully paid by the State.
Investigator Talbot has indicated his intent to retire following his assignment on the MFCTN.
Per terms of the Fourth Amendment to the Joint Powers Agreement, the baseline amount of
municipal contributions affecting the 2007 budget is $1,556,100. The amount requested of the cities
for 2007 is $1,631,525, a $75,425 (or 4.8 percent) increase. Major cost drivers for 2007 are
compensation and insurance for employees, building maintenance, and increases in fuel and energy
prices.
The funding from each of the member cities is as follows:
Excelsior, 27%
Greenwood, 8%
Shorewood,50%
Tonka Bay, 15%
2007 2006
$ 440,512
130,522
815,762
244,729
$1,631,525
$ 420,000
132,269
715,806
248,976
$1,517,051
39,049
$1,556,100
(was 29.5%, should have paid $459,050)
(was 8.5%)
(was 46.0%)
(was 16.0%)
Deficit due to Excelsior action
Baseline to use for 2007 budget
The City Councils need to act on the proposed budget by September 1. If they do not all agree on the
budget as proposed, their respective payments from the 2007 baseline will increase by the change in
the metropolitan consumer price index (CPl). The change from May 1,2005, to May 1,2006, for the
Midwest region was 3.4%. Data for the metropolitan area into 2006 are not yet available. Using the
Midwest CPI, a 3.4% increase would result in municipal contributions of$I,609,007, or $22,518
below the proposed budget amount. Shorewood's obligation would be reduced $11,259.
q'flf
~ . PRINTED ON RECYCLED PAPER
"''''
SLMPD 2007 Proposed Budget
August 7, 2006, City Council Work Session
Page 2
The other factors regarding automatic adjustment of the cities' contributions do not apply to the 2007
budget. First, there are no statutory levy limits in place for 2007. Second, there is no labor
agreement in place for 2007 which would obligate the SLMPD to pay higher wages. Consequently,
only the change in CPI would affect a required increase from the baseline for contributions.
Animal Control: SLMPD has prepared a separate proposal to provide animal control services.
Should all of the cities agree with this addition, it would be rolled into the regular operating budget as
a basic service.
Three of the cities currently contract with Orono for animal control services; Greenwood does not
pay for animal control. These cities collectively pay $35,200 in 2006 (which, with a 3.0% increase in
2007, would be $36,250) for less than 40 hours per week of service. Shorewood currently pays
$20,700 to Orono, and has a $1,200 retainer with Auntie Ruth's for impound/boarding services.
SLMPD proposes a package to add animal control with $39,000 in operating costs in 2007. It is
premised on hiring two part-time community service officers (CSOs) who together would work 40
hours per week. Animal control would also be added to the responsibilities of the current full-time
CSO position. The animal control vehicle (a pickup truck) would be purchased and outfitted for
$33,000, which would be paid mostly with existing financial reserves of the SLMPD. (There would
need to be an on-going contribution of approximately $4,000 to the vehicle fund to replace it in six or
seven years.) SLMPD has made arrangements with the Mound Police Department for impounds in
the event that SLMPD does take on animal control services.
This proposal is a good value and would be a more effective use of the financial resources the cities
are currently paying. The SLMPD would be more responsive to animal control matters, as it would
be closer and have more time available for animal control than Orono. Additionally, when their time
is not needed for animal control, the CSOs would be more productive by being able to perform duties
not requiring a sworn officer. This, in turn, would result in sworn officers being able to be more
productive by spending more time on activities that require a peace officer's license.
Under this proposal, Shorewood's cost for animal control would be reduced from $20,700 in 2006
with Orono to $19,500 in 2007 with SLMPD.
Lease Payment: The cities have agreed to pay their annual obligation on the new police station on a
tax capacity (or ad valorem) basis without further deliberation. The 2007 lease payment is $442,000.
Shorewood's obligation is $249,500, approximately $5,000 less than its 2006 payment. Shorewood's
share of the tax capacity among the four cities is less in 2007 as well: 56.45%, compared with 57.3%
in 2006.
Further Council Action: The SLMPD 2007 proposed budget will be placed on the agenda for the
August 14, 2006, City Council meeting.
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD. SHOREWOOD, MINNESOTA 55331-8927. (952) 474-3236
FAX (952) 474-0128' www.cLshorewood.mn.us . cityhall@cLshorewood.mn.us
Celebrating 50 Years. 1956 - 2006
MEMORANDUM
FROM:
City Council
Craig.W. Dawson; City Adm~nistrator~(1j) ~
BonnIe Burton, Duector of Fmance ~/
TO:
DATE:
August 3, 2006
SUBJECT:
Report from Benefits Consultant
Last fall, the City's employee benefits committee presented several recommendations to the City
Council regarding changes to the benefits that it offers employees. The City Council subsequently
authorized the services of Stanton Group to review the benefits the City offers to its employees,
compare it with other public and private employers, and to identify what changes may be appropriate
to consider. The report was delayed in order also to include newer data from a national survey of
benefits practices. Following review and answers to questions from committee members during a
meeting last week, the consultant's report is ready for review and consideration by the City Council.
General Findings: Stanton Group has an executive summary at the beginning of its report. It
generally found that the City's benefits were competitive, common, and appropriate. There were a
few practices where it suggested some changes might be considered in individual parts of the City's
benefits.
Stanton Group used four survey sources to put the City's benefits in perspective:
1) 2005 Upper Midwest Benefits and HR Policy Survey (Stanton Group). This survey includes
66 employers, primarily in the private sector.
2) 2005 Twin Cities Metropolitan Area Compensation Survey (Stanton Group). This survey is
of 93 local government employers in the metropolitan area.
3) 2005/2006 Minnesota Policies & Benefits Survey (Employers Association). This survey
includes 316 employers, both public and private.
4) National Survey of Employer-Sponsored Health Plans, 2005 (Mercer).
Shorewood's marketplace comparisons are most directly made with (2) local government employers
in the metropolitan area; and (3), a mix of public and private employers in Minnesota.
#'fIf
J",J PRINTED ON RECYCLED PAPER
Benefits Consultant Report
August 7, 2006, City Council Work Session
Page 2
A Modified Cafeteria Plan: Stanton Group characterizes the City's benefits as a "modified
cafeteria plan". The only benefit currently not offered is taxable cash back. Among a core group of
benefits, employees may choose levels of coverage within a benefit, but may not pick and choose
among the benefits offered. Given Shorewood's small employee group, having voluntary
participation could result in fewer employees being covered which, in turn, would increase the per-
employee premiums, or may result in not being able to offer the coverage due to a lack of
participation. Stanton Group recommends that the City not offer current benefits as
voluntary/optional.
Core Benefits: The City currently pays up to $680/month for the following insurance:
. Health: The City offers a traditional PPO plan and a health savings account (HSA) plan
through HealthPartners. The City pays fully for employees with single coverage, which is
common among metropolitan local governments (76% do so). There is a trend among private
and a few public employers that single employees pay something toward their health
insurance, and the City could consider this at some point in the future.
. Dental: The City's plan with Delta Dental for non-union employees, and union employees
through AFSCME, are commonly offered by metropolitan local governments. As with health
insurance, there is a trend among private and a few public employers that single employees
pay something toward their health insurance, and the City could consider this at some point in
the future.
Stanton Group averaged the costs of core benefits, and calculated that the City makes
approximately $585/month available for dependent health insurance and $40/month for family
dental. These are comparable with other metropolitan local government employers. The average
for the three listed below is $55/month.
. Short-term Disability (STD): Based on others' practices, the City could consider increasing
the eligibility period from the current three days to six days. A quote has since been obtained,
and the savings in premiums, however, would be negligible.
. Long-term Disability (L TD): No change recommended.
. Life Insurance: The City currently offers one times annual salary for life insurance. This is a
common practice. It is also common to offer a fixed amount of life insurance, and the average
in the surveys was nearly $20,000. The benefits committee has discussed both options, and
believes either option is reasonable.
. The City also offers a flexible spending account (also known as a "125 plan") which provides
pre-tax dollars for a variety of eligible health and care expenses. The $3,000 level that
employees may contribute is common. The City will need to modify its FSA plan to conform
to federal regulations, so that employees participating in HSAs may only contribute toward
vision and dental expenses.
Other Benefits: The City also provides vacation leave, sick leave, holidays, and tuition
reimbursement, and deferred compensation options. The schedule of leave and holidays is
comparable to other metropolitan local governments, and the level of tuition reimbursement program
is somewhat above average.
Benefits Consultant Report
August 7, 2006, City Council Work Session
Page 3
Sick Leave Cap and Severance: The City provides 12 days of sick leave per year; the balance of sick
leave is carried into following years of employment; and there is no maximum on the number of sick
leave hours that an employee may accumulate. While the annual number of sick days is the average
of metropolitan local governments, Shorewood is in a minority (21 of 93 employers reporting, or
23%) that does not have a cap on the maximum number of sick leave hours that an employee may
accumulate over his/her tenure with the City. Although not stated in the report, it is also common to
convert the balance of sick leave hours to a cash severance when one's employment is terminated. In
Shorewood, an employee receives one-third of their accumulated hours greater than 400.
Prudent financial management would cap the City's liability on sick leave conversion for severance.
The benefits committee recommended that the City cap the number of sick leave hours at 800, and
that 50% of the hours be paid after at least five years of employment. Employees could accrue up to
96 hours annually above 800 hours, and at year-end they would be paid 50% the value of those hours
in additional time off or as a contribution to deferred compensation.
There are three employees who currently have more than 800 hours of sick leave in their balances. In
converting to an 800-hour cap, the City could consider the following options:
1) No longer have sick leave accrue for these employees, and keep the current severance plan in
place for them until their balance falls to 800 hours. This approach might provide an incentive
for improper use of sick leave, and would also add complexity to administration of this
benefit.
2) Reduce their balances to 800 hours, and buy down their benefits. The question becomes, at
what level?
a. At 100%, because the employee have relied on the uncapped benefit for the future, if
needed? The cost for this approach would be $70,613.
b. At 50%, which is the value under the proposed sick leave/severance conversion plan?
The cost for this approach would be $35,306.
c. At 33%, which is what the current value would be if they terminated today? The cost
for this approach would be $23,514.
The benefits committee saw merit in any of these approaches. An additional possibility is for
affordability, the three affected employees could convert to the new plan over three years,
such that their balance would be reduced proportionately and their buy-down paid over that
period of time. If the buy-down is spread over three years, it will be at the employee's then-
current rate of pay, which is subject to increases annually, rather than capping the buy-down
amount at the 2006 pay rate.
Wellness/Health Cost Management Program: Stanton Group provided examples ofwellness and
health cost management programs offered by Hennepin County. It noted the County provided
incentives in the form of vacation, cash, and gift cards. A national survey indicated that the number
of employers and the scope of activities has been growing during this decade.
The wellness program recommended by the benefits committee would be a reimbursement program,
providing up to $40 (or use of 1 sick leave hour per $20) per month for a variety ofwellness and
health improvement activities (see below). The program design is adapted from another metropolitan
municipality.
Benefits Consultant Report
August 7,2006, City Council Work Session
Page 4
Eligible Wellness Activities:
. Health club memberships, if attending at least 8 times during the month.
. Class fees, monthly dues, etc., for:
· Smoking cessation
· Diet & nutrition
· Substance abuse
· Stress management
Other Benefits: Stanton Group identified other benefits the City could consider offering. All such
benefits require sufficient employee participation, are employee-funded, and payroll-deducted.
Included on this list are:
. Supplemental life insurance (if minimum voluntary participation is not attained)
. Long-term care
. Supplemental long-term disability
. Vision plan (including hardware, lenses, contacts)
. 529 College fund plan
. V oluntary pet insurance
. Pre-paid legal services
To the extent that employees expressed an interest in these plans, the City could consider offering
these voluntary programs.
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD. SHOREWOOD, MINNESOTA 55331-8927. (952) 474-3236
FAX (952) 474-0128 . www.cLshorewood.mn.us . cityhall@cLshorewood.mn.us
Celebrating 50 Years. 1956 - 2006
MEMORANDUM
TO:
Honorable Mayor and City Council fl"
Bonnie Burton, Finance Director/Treas~r'K'.~
Craig W. Dawson, City Administrator ~
August 2, 2006
FROM:
DA TE:
SUBJECT:
Overview of 2007 Proposed Budget Draft
The City Council held a budget work-session in July, and at that meeting, Council and Staff
concurred that a 'single-digit' levy increase in the 2007 General Fund Operating Budget would
be desirable. There was also discussion about implementing a 'tax reduction strategy' and using
some General Fund reserves for capital improvements.
Staff has since been preparing departmental proposed budgets and forwarding them to the
finance department for compilation. Although the budget is still in draft fOlm, staff believes they
are on target to achieve the objectives specified by the City Council at that meeting.
2007 General Fund Budget Highlights
. Levy Limits: There are no levy limit restrictions in place for 2007.
. 2007 Tax Levy: The 2007 draft budget contemplates a tax levy of $4,396,308. This is
an increase of less than 5% from the 2006 tax levy.
. License & Permit Revenue: Other revenues (fees, licenses, permits) are expected to
remain stable.
. Use of Reserves: The draft budget also contemplates using $100,000 in General Fund
reserves, in addition to tax revenue and fee revenue, as was discussed. This use of
reserves should result in an anticipated General Fund balance of $2.89 million, or
approximately 56% of 2007 expenditures and transfers. This percentage is on target with
the State Auditor's fund balance reserve recommendations.
#'fIf
~ . PRINTED ON RECYCLED PAPER
...
2007 Proposed General Fund Budget Draft
August 7, 2006 City Council Work Session
Page 2
. Transfers to Capital Funds: Transfers to Capital improvements funds are unchanged at
$670,000 for 2007. These transfers are important to provide funding for projects and
purchases that will enhance productivity and effectiveness.
. Key 2007 General Fund Expenditures: Public Works building addition - Yz of
estimated construction costs ($170,000). The remaining Yz will be funded in 2008.
Increases in Police and Fire expenditures ($ 62,000); salary and insurance adjustments
indicated in the compensation study approved by the council (approximately $80,000); a
replacement network server ($17,000); additional funding for the Senior Community
Services as requested by them ($13,500).
. Staffing Levels: No additional staffing changes are contemplated.
. Shorewood Tax Base: We recently received some preliminary information from
Hennepin County on the estimated market values and tax capacity. They indicate that the
City's tax base would increase approximately 12 percent for Pay2007 taxes.
The remainder of the budget continues the same level and array of services as provided in 2006.
Staff believes that the proposed 2007 budget would provide a responsible plan to balance the
City's service delivery needs, continuing infrastructure needs, and financial position.
Council will recall that it has until September 15 to adopt the "proposed tax levy" for revenue in
2007; the last regularly-scheduled Council meeting prior to this deadline is September 11. The
proposed tax levy is a "not-to-exceed figure" when the Council certifies the tax levy in
December. Council may, of course, certify a lesser amount. If necessary, an additional work
session is tentatively scheduled for August 21. If after tonight's work session Council is satisfied
with the direction the proposed budget will take, it can be completed without additional work
sessions and placed on the agenda for the September 11 Council meeting.
Budgets for enterplise activities, which are entirely fee- or sales-supported, will be prepared for
discussion at work-sessions in October. These budgets include Water, Sewer, Stormwater,
Recycling, and Liquor.
CITY OF
SHOREWOOD
5755 COUNTRY CLUB ROAD' SHOREWOOD, MINNESOTA 55331-8927 . (952) 474-3236
FAX (952) 474-0128. www.ci.shorewood.mn.us . cityhall@ci.shorewood.mn.us
Celebrating 50 Years · 1956 - 2006
CITY OF SHOREWOOD I
MINNESOT A
2007 DRAFT ANNUAL
GENERAL FUND OPERATING BUDGET
BUDGET WORKSESSION
7 AUGUST 2006
8<;,
II: i PRINTED ON RECYCLED PAPER
.....
CITY OF SHOREWOOD
GENERAL FUND REVENUE AND EXPENDITURE SUMMARY
2007 PROPOSED BUDGET
Actual Actual Budget YTD June Requested Proposed Adopted $$ "/0
2004 2005 2006 2006 2007 2007 2007 Change Change
Revenues and Other Sources
Property Taxes 3,344.442 3,750,633 4,190,395 1.448.400 4,396,308 205,913 4.91%
Licenses and Permits 310,055 334,720 197,100 150,835 246,650 49,550 25.14%
Intergovernmental 73,065 64.480 65,000 29,848 65,000 0 0.00%
Fines and Forfeitures 81,841 90,149 70,000 35,663 80,000 10,000 14.29%
Charges for Service 44,169 50,750 43,000 29,333 43,000 0 0.00%
Miscellaneous Revenue 103,676 204,636 125,000 53,844 150,000 25,000 20.00%
Total Revenues 3,957,248 4.495,368 4,690.495 1,747,923 4,980,958 0 0 290.463 6.19%
Expenditures
General Government
Mayor and Council 60,373 59,706 72,793 28,529 72,893 100 0.14%
Administration 110,659 132,686 148,209 63,228 159,389 11,180 7.54%
General Government 184,167 222.437 220,743 96,353 239,574 18,831 8.53%
Elections 13,817 407 28,323 2,094 11,630 (16,693) -58.94%
Finance 148,776 167,597 241,172 82,958 214.412 (26,760) -11.10%
Professional Services 142,061 162,271 180,000 131,535 187,600 7,600 4.22%
Planning and Zoning 158,202 166,103 183,556 86,821 192,320 8,764 4.77%
Municipal Building 144,522 507,659 183,000 66,811 225,744 42,744 23.36%
Total General Government 962,577 1.418,867 1,257,796 558,329 1,303,562 0 0 45,766 3.64%
Public Safety
Police 937,001 987,130 1,038,538 546,979 1,069,063 30,525 2.94%
Fire Protection 481,642 492,774 564,699 288,318 595,947 31,248 5.53%
Protective Inspection 101,306 110,126 115,042 54,653 132,510 17.468 15.18%
Animal Control 20,971 24,673 26,000 10.408 24,330 (1,670) -6.42%
Total Public Safety 1,540,920 1,614,703 1,744,279 900,358 1,821,850 0 0 77,571 4.45%
Public Works
City Engineer 117,887 152,899 157,597 82,491 176,568 18,971 12.04%
Public Works Services 249,445 300.431 422,949 173,662 554,915 131,966 31.20%
Streets and Roadways 126.456 161,189 175,934 60,152 196,258 20,324 11.55%
Snow and Ice Removal 36,700 45,339 69,792 22,663 81,235 11.443 16.40%
Traffic Control/Street Lights 33,651 36,119 42,400 18,952 43,700 1,300 3.07%
Sanitation/Waste Removal 2,876 4,088 5.448 3,963 6,757 1,309 24.03%
Tree Maintenance 31,619 23,258 32,821 9,753 33,733 912 2.78%
Total Public Works 598,634 723,323 906,941 371,635 1,093,166 0 0 186,225 20.53%
Culture and Recreation
Parks and Recreation 166,864 177,508 221,749 81,340 242,380 20,631 9.30%
Total Culture and Recreation 166,864 177,508 221,479 81,340 242,380 0 0 20,901 9.44%
Total Expenditures 3,268,995 3,934.400 4,130,495 1,911,662 4.460,958 0 0 330,463 8.00%
Total Revenues Over (Under)
Expenditures 688,253 560,968 560,000 (163,739) 520,000 0 0 (40,000)
CITY OF SHOREWOOD
GENERAL FUND REVENUE AND EXPENDITURE SUMMARY
2007 PROPOSED BUDGET
Actual Actual Budget YTD June Requested Proposed Adopted $$ "/0
2004 2005 2006 2006 2007 2007 2007 Change Change
Fund Transfers In
Liquor Fund 30,000 50,000 50,000 0 50,000 0.00%
Street Reconstr Fund 0 0 0 0 0 0.00%
Trail Fund 0 0 0 0 0 0 0 0 0.00%
Sewer Fund 0 0 0 0 0 0 0 0 0.00%
Water Fund 0 0 0 0 0 0 0 0 0.00%
Total Transfers In 30,000 50,000 50,000 0 50,000 0 0 0 0.00%
Fund Transfers Out
Equip Replacemt Fund (PW) 50,000 116,000 175,000 0 175,000 0.00%
Street Reconstr Fund 183,500 311,000 345,000 0 345,000 0.00%
Park Capital Imp Fund 10,000 10,000 10,000 0 10,000 0.00%
Trail Capital Imprvment Fnd 0 0 0 0 0 0.00%
Public Facilities Fund 50,000 50,000 50,000 0 50,000 0.00%
Land & Open Space Fund 5,000 5,000 5,000 0 5,000 0.00%
Sewer Fund 0 60,000 0 0 60,000 0.00%
Storm water Mgmt Fund 25,000 7,000 25,000 0 25,000 0.00%
Total Fund Transfers Out 323,500 559,000 610,000 0 670,000 0 0 0 0.00%
Excess (Deficiency) of Revenues and
Other Financing Sources Over
Expenditures and Other Uses 394,753 51,968 0 (163,739) (100,000) 0 0 0 0
Amounts to be Provided from
General Fund Balance 0 0 163,739 100,000 0 0 0 0
General Fund Balance January 1 2,546,472 2,941,223 2,993,191 2,993,191 2,993,191 2,993,191 2,993,191
General Fund Balance December 31 2,941,223 2,993,191 2,993,191 2,829,451 2,893,191 2,993,191 2,993,191
2
CITY OF SHOREWOOD
GENERAL FUND SUMMARY OF ESTIMATED REVENUES
2007 PROPOSED BUDGET
TAXES:
Taxes - The City levies property taxes to finance the general operating fund which provides municipal governmental services
Fiscal Disparities - Received with taxes above. In 1971, the legislature enacted this law to allow municipalities to share
in metropolitan commercial/industrial growth. A percentage of commercial/industrial taxes are pooled and distributed
and distributed to communities in the metropolitan area.
Special Levy - In addition to levy limits, this special levy is for Shorewood's share of the debt service for the public safety bid
LICENSE/PERMIT FEES:
Rental Housing License Fees - License fees for rental housing units. License is valid for a term of three (3) years.
Liquor License Fees
Other Business Licenses - Fees for refuse hauler and tree trimming licenses.
Building Permits - Permit fee based upon valuation of structure according to Uniform Building Code Schedule.
Dog Licenses
Other Non-business - Horse permit and alarm permit fees.
INTERGOVERNMENTAL REVENUE:
Local Government Aid - the continuance of the discontinued Local Performance Aid. LGA was discontinued as of 2003.
Homestead and Agriculture Credit Aid (HACA)- A state credit which reduces the tax levy. HACA was discontinued as of 2003.
Market Value Homestead Credit (MVHC) - A state credit that replaced HACA in 2004. Essentially, it is a state tax levied by a
municipality that is rebated to the City. The state legislature decided not to make MVHC payments for calendar years
2004 - 2007, as part of its budget balanceing techniques.
PERA Aid - A state aid approved in the 1997 legislature to fund an mandated increase of 0.70"/0 in the employer's contributions.
MSA Road Aid - Aid provided by the state to cities over 5,000 in population to maintain designated MSA roads.
CHARGES FOR SERVICES:
General Government
The City provides services to the public for which a charge is collected such as assessment searches, map sale, planning fees.
Enqineering - Fees charged to other City funds and developers for engineering services.
Recreation - Fees charged to Freeman Park Foundation for park maintenance and Crescent Beach charges.
FINES & FORFEITS - Fines imposed for traffic & ordinance violations.
MISC. REVENUES - Revenue from a variety of sources such as interest income,
dry hydrant charges, cellular antenna rental and other miscellaneous revenues.
TRANSFERS FROM OTHER FUNDS - For 2007, transfers from liquor funds.
FUND BALANCE - Fund Balance allocated for 2007 budget purposes.
3
CITY OF SHOREWOOD
GENERAL FUND SUMMARY OF ESTIMATED REVENUES
2007 PROPOSED BUDGET
Actual Actual Adopted YTD June Proposed Adopted $ %
REVENUES 2004 2005 2006 2006 2007 2007 Change Change
Taxes
General Property 2,715,190 3,140,295 3,678,592 1,448,400 3,835,173 156,581 4.26%
Fiscal Disparities 117,020 113,546 0 0 0 0 0.00%
Special Levy 512,232 496,792 511,803 0 561,135 49,332 9.64%
Total Taxes 3,344,442 3,750,633 4,190,395 1,448,400 4,396,308 0 205,913 4.91%
License/Permits
Rental Housing 6,960 720 100 120 500 400 400.00%
Tobacco 1,750 1,500 2,500 0 1,500 (1,000) -40.00%
Alcoholic Beverages 8,200 8,200 8,200 8,200 8,200 0 0.00%
Others-Business 2,990 2,515 2,000 914 2,000 0 0.00%
Building Permits 285,593 317,390 180,000 139,086 230,000 50,000 27.78%
Tree Trimming Licenses 270 450 300 0 450 150 50.00%
Dog Licenses 4,192 3,844 3,500 2,416 3,500 0 '0.00%
Others-Misc. 100 100 500 100 500 0 0.00%
Total License/Permits 310,055 334,720 197,100 150,835 246,650 0 49,550 25.14%
Inter-governmental Revenues
State Aids
Mkt Value Credit Aid 0 34 0 0 0 0 0.00%
PERA Aid 4,723 4,751 5,000 0 5,000 0 0.00%
MSA Road Aid 68,342 59,695 60,000 29,848 60,000 0 0.00%
Total State Aids 73,065 64,480 65,000 29,848 65,000 0 0
Total Inter-governmental 73,065 64,480 65,000 29,848 65,000 0 0 0.00%
Charges For Service
General Government 1 0,543 16,262 8,000 7,453 8,000 0 0.00%
Engineering 2,616 5,000 5,000 0 0.00%
Recreation 31,010 34,490 30,000 21,880 30,000 0 0.00%
Total Charges For Service 44,169 50,752 43,000 29,333 43,000 0 0 0.00%
Fines & Forfeits 81,841 90,149 70,000 35,663 80,000 10,000 14.29%
Misc. Revenues 103,676 204,636 125,000 53,844 150,000 25,000 20.00%
Total Revenues Before Tsfrs 3,957,248 4,495,369 4,690,495 1,747,924 4,980,958 0 290,463 6.19%
Transfers
From General Fund Reser... 0 0 0 0 100,000 100,000
From Other Funds 0 0 0 0 0 0
From Liquor Stores 30,000 50,000 50,000 0 50,000 0
Total Transfers 30,000 50,000 50,000 0 150,000 0 100,000 200.00%
Total Revenues & Transfers 3,987,248 4,545,369 4,740,495 1,747,924 5,130,958 0 390,463 8.24%
Other Funding Sources 0 0 0 0 0 0 0 0.00%
Total Revenues $3,987,248 $4,545,369 $4,740,495 $1,747,924 $5,130,958 $0 390,463 8.24%
4
5
CITY OF SHOREWOOD
GENERAL FUND SUMMARY OF EXPENDITURES & TRANSFERS OUT
2007 PROPOSED BUDGET
Actual Actual Budget YTD June Requested Proposed Adopted $$ "/0
2004 2005 2006 2006 2007 2007 2007 Change Change
Expenditures
General Government
Mayor and Counci I 60,373 59,706 72,793 28,529 72,893 100 0.14%
Administration 110,659 132,686 148,209 63,228 159,389 11,180 7.54%
General Government 184,167 222,437 220,743 96,343 239,574 18,831 8.53%
Elections 13,817 407 28,323 2,094 11,630 (16,693) -58.94%
Fi nance 148,776 167,597 241,172 82,948 214,412 (26,760) -11.10%
Professional Services 142,061 162,271 180,000 131,535 187,600 7,600 4.22%
Planning and Zoning 158,202 166,103 183,556 86,821 192,320 8.764 4.77%
Municipal Building 144,522 507,659 183,000 66,811 225,744 42,744 23.36%
- Capital Tsfr: Offc. Equip. 50,000 110,000 50,000 0 110,000 60,000 120.00%
Total General Government 1,012,579 1 ,528,866 1 ,307,796 558,309 1,413,562 0 0 105,766 8.09%
Public Safety
Police 937,001 987,130 1 ,038,538 546,979 1,069,063 30,525 2.94%
Fire Protection 481,642 492,774 564,699 288,318 595,947 31,248 5.53%
Protective Inspection 101,306 110,126 115,042 54,653 132,510 17 ,468 15.18%
Animal Control 20,971 24,673 26,000 1 0,408 24,330 (1,670) -6.42%
Total Public Safety 1 ,540,920 1,614,703 1 ,744,279 900,358 1,821,850 0 0 77,571 4.45%
Public Works
City Engineer 117,887 152,899 157,597 82,491 176,568 18,971 12.04%
Public Works Services 249,445 300,431 422,949 173,662 554,915 131,966 31.20%
-Capital Tsfr: Equip/Strmwtr 75,000 123,000 200,000 0 200,000 0 0.00%
Streets and Roadways 126,456 161,189 175,934 60,152 196,258 20,324 11.55%
-Capital Tsfr: Street Imprvs. 183,500 311,000 345,000 0 345,000 0 0.00%
Snow and Ice Removal 36,700 45 ,339 69,792 22,663 81,235 11,443 16.40%
Traffic Cntrl/Street Lights 33,651 36,119 42,400 18,952 43,700 1,300 3.07%
Sanitation/Waste Removal 2,876 4,088 5,448 3,963 6.757 1,309 24.03%
Tree Maintenance 31,619 23,258 32,821 9,753 33,733 912 2.78%
Total Public Works 857,134 1,157,323 1,451,941 371,636 1,638,166 0 0 186,225 12.83%
Culture and Recreation
Parks and Recreation 166,864 177 ,508 221,479 81,340 242,380 20,901 9.44%
-Cap Tsfr: Pk Imprv/Land Open 15,000 15,000 15,000 0 15,000 0 0.00%
Total Culture and Recreation 181,864 192,508 236,479 81,340 257,380 0 0 20,901 8.84%
Total Expenditures 3,592,496 4,493,400 4,740,495 1,911,643 5,130,958 0 0 390,463 8.24%
6
FUND:
101 General
DEPARTMENT MISSION:
The Mayor and City Council set policy for the City
and provide general direction to the Administrator in
policy implementation. The department budget
supports council development, information efforts and
special City associations and programs.
DEPARTMENT: Mayor and Council
DEPT NO:
41110
DESCRIPTION OF ACTIVITY'
The City Council meets twice montly and in periodic special worksessions to consider
and adopt legislative and administrtive policies that pertain to the services
provided to residents. The City Council also sits as the Board of Review for property
valuations and as the Board of the Shorewood Economic Development Authority.
OB,JECTIVES.
- Establish annual work program of goals and priorities for the City
- Meet at least annually with advisory commissions.
- Strategic planning and direction
HIGHliGHTS/COMMENTS:
Staffing:
City Council Salaries
Supplies/Materials:
Awards and misc. supplies
Support Services:
Conferences and Seminars
Appreciation Function for City Volunteers/Staff
Special Brochures
Lake Minnetonka Conservation District (LMCD)
Assn of Metro Municipalities
League of MN Cities
Excelsior Chamber of Commerce July 4th Celebration
Charges, Fees & Other:
Council Contingency
7
FUND: 101 DEPARTMENT: Mayor and Council DEPT 41110
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 13,564 13,733 16,794 16,793 8,397 16,793 0 0
Supplies/Materials 526 1,183 1,411 1,000 743 1,000 0 0
Support Services 46,779 45,457 41 ,407 55,000 19,390 55,100 0 0
Charges, Fees & Other 18 0 95 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 60,887 60,373 59,706 72,793 28,529 72,893 0 0
ESTIMATED SERVICE INDICATORs.:
Seminars, Conferences &
Schools Attended 0 0 5 5 0 5
Newsletters Published 12 12 12 12 6 12
No. of Council Mtgs./EDA 39 35 24 24 12 24
No. of Workshops/Special 30 25 24 24 10 24
Agenda Items 536 507 388 500 178 400
Ordinances &
Resolutions Adopted 122 119 118 130 46 120
COST INDICATORS'
Expenditures 60,887 60,373 59,706 72,793 28,529 72,893 0 0
- Program Revenues
= Levy Dollars 60,887 60,373 59,706 72,793 28,529 72,893 0 0
STAFFING:
Part time:
Mayor 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Councilmembers 4.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00
8
FUND:
101 General
QEPARTMENT MISSION:
To implement policy established by the City Council; offer
staff support to the City Council in its policy making role;
and manage day-to-day operations of the City in a manner
consistent with established City values to effectively and
efficiently meet set !=loals & objectives.
DEPARTMENT: Administration
DEPT NO:
41300
DESCRIPTION OF ACTIVITY.
The City Administrator directs City departmental operations to ensure compliance with
policies established by the City Council and with state and federal laws. The
department supports the City Council by managing Council agendas, directing the
flow of information and requests for action to the Council.
OB.JECTIVES:
- Take a leadership role in intergovernmental cooperative efforts in the Lake Minnetonka area
- Participate actively in joint powers organizations
- Participate actively in legislative and policy activities of municipal associations
- Actively monitor legislation and communicate with legislators
HIGHLlGHTS/COMMENTS.
Staffing:
Includes step increases
Supplies/Materials:
Miscellaneous books & supplies
Support Services:
Conference, mileage, meetings & seminars
Memberships to ICMA, MCMA, MAMA
9
FUND: 101 DEPARTMENT: Administration DEPT 41300
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 103,766 108,416 120,964 136,009 60,481 148,689 0 0
Supplies/Materials 0 0 262 400 0 400 0 0
Support Services 6,587 2,242 9,808 11,800 2,747 10,300 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 1,652 0 0 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 110,353 110,659 132,686 148,209 63,228 159,389 0 0
ESTIMATED SERVICE INDICATORS:
Council Mtgs/Work Sessions 69 60 48 48 27 54
Council Agenda Items 536 507 388 500 176 400
Public Safety Board Meeting 16 16 20 20 12 22
Public Safety Staff Meetings 20 20 14 14 13 24
Staff Meetings 52 52 52 52 26 52
COST INDICATORS..:.
Expenditures 110,353 110,659 132,686 148,209 63,228 159,389 0 0
- Program Revenues 0 0 0 0 0 0 0 0
= Levy Dollars 110,353 110,659 132,686 148,209 63,228 159,389 0 0
STAFFING:
Full Time:
Admistrator/Clk 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Exec Sec/Dep Clk .33 .33 .33 .33 .33 .33 .33 .33
10
FUND:
101 General
DEPARTMENT MISSION'
Provide staff support for the City Council including
preparation of agendas and meeting packets.
Responsible for City Clerk functions including
records retention, notices and licenses.
DEPARTMENT: General Government/City Clerk
DEPT NO:
41400
DESCRIPTION OF ACTIVITY:
This department provides for general reception and clerical duties in the City offices,
as well as the recording secretary for City Council meetings. The Deputy Clerk is the official
recordkeeper of minutes, contracts, and permanent records, and supervises all staff in this area.
This department is responsible for all licensing functions. It also oversees implementation of
the City communication tools.
OBJECTIVES:
_ Continue to improve web site, to include information for residents and tools for better communication with City Hall
- Produce monthly City newsletter to include community articles & photos, council & commission articles, & project updates
- Provide information for general requests from residents and contractors
- Prepare orientation package for new council members, commission members and staff
- Maintain updates to Employee Handbook.
- Maintain updates to City Code.
HIGHLIGHTS/COMMENTS:
Staffing:
Includes salary increases for regular employees
part-time communications tech
part-time, temporary, general office support
part-time Web developer
Supplies/Materials:
General Office Supplies
General Office Postage
Software upgrades/Misc. Publications
Support Services:
Travel, Conferences and Education
Publication of legal notices for all General Fund Depts
Council Recording Secretary and Council Packet Delivery
Newsletter Printing and Mail Service
City Code Book Updates/Web Hosting
Document Destruction Service
Membership Dues
Capital Outlay:
Computer for Public Kiosk
Office Furniture
11
FUND: 101 DEPARTMENT: General Government/City Clerk DEPT 41400
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 126,512 143,456 139,868 137,978 63,591 168,444 0 0
Supplies/Materials 24,436 22,697 20,330 30,900 10,044 29,300 0 0
Support Services 20,741 13,548 16,394 29,065 15,762 39,880 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 3,456 4,467 45,845 22,800 6,955 1,950 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 175,145 184,167 222,437 220,743 96,353 239,574 0 0
ESTIMATED SERVICE INDICATORS:
No. of Ordinances 8 11 7 10 3 10
No. of Resolutions 114 108 111 120 48 100
Dog licenses issued 393 393 395 450 342 400
Other licenses issued 59 60 60 30 52 60
Council/EDAlWksn Agend, 69 60 49 48 35 60
COST INDICATORS:
Expenditures 175,145 184,167 222,437 220,743 96,353 239,574 0 0
- Program Revenues
= Levy Dollars 175,145 184,167 222,437 220,743 96,353 239,574 0 0
STAFFING:
Full time:
Exec Sec/Dep Clk .67 .67 .67 .60 .60 .60
Parks Secretary .70 .70 .70 .70 .70 .70
Secreta ry IReception i st 0.25 0.25 0.25 0.25 0.25 0.25
Accounting Clerk I 0.25 0.25 0.25
Part time:
Communications Tech. 0.66 0.66 0.66 0.57 0.57 0.57
Website Maint. (Plan.Asst) 0.20 0.20 0.20 0.20 0.20
Temporary Receptionist
12
FUND:
101 General
DEPARTMENT MISSION:
Responsible for Election functions.
DEPARTMENT: Elections
DEPT NO:
41410
DESCRIPTION OF ACTIVITY'
This department provides for the preparation for and supervision of State/Federal Primary
City General and Special elections by the Deputy City Clerk.
OBJECTIVES:
- Increase youth awareness of local government issues through active involvement with school officials
and instructors through programs such as student election judges and kids voting
HIGHLlGHTS/COMMENTS'
Staffing:
.10 Exec Sec/Deputy Clerk
Election Judges
Supplies/Materials:
Misc. Office Supplies
Postage
Equipment Maintenance
General Supplies
Support Services:
Legal Notices
Travel - Mileage Reimb.
Printing (ballots, envelopes)
Capital Outlay:
13
FUND: 101 DEPARTMENT: Elections DEPT 41410
BUDGET Actual Actual Actual Budget YTD June =!equested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 0 9,122 0 20,623 1,294 8,780 0 0
Supplies/Materials 0 2,529 249 3,400 648 2,700 0 0
Support Services 0 1,898 158 2,200 151 150 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 268 0 2,100 0 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 0 13,817 407 28,323 2,094 11 ,630 0 0
SERVICE INDICATORS:
No. of Elections held 0 2 0 2 0 0 0 0
COST INDICATORS:
Expenditures 0 13,817 407 28,323 2,094 11 ,630 0 0
- Program Revenues
= Levy Dollars 0 13,817 407 28,323 2,094 11 ,630 0 0
STAFFING:
Full time:
Exec Sec/Dep Clk 0.10 0.10 0.10 0.10
Part time:
Election Judges 35 0 35
14
FUND:
101 General
DEPARTMENT MISSION:
To administer financial policies of the City; perform
accounting functions for all fund types; invest
available funds in accordance with State Statutes;
oversee City insurance policies; and provide for
timely reporting of financial matters to City Council
staff and the public.
DEPARTMENT: Finance
DEPT NO:
41500
DESCRIPTION OEACTIVITY'
Finance is responsible for processing all financial transactions of the City in accordance with
Federal, State and Local laws, and in compliance with Generally Accepted Accounting Principles.
Transactions include accounts payable, accounts receivable, payroll, investments, utility billing,
special assessments, risk management, personnel benefits and financial reporting. The
Finance Director is responsible for the preparation and administration of the City budget.
OBJECTIVES:
- Prepare annual budget document
- Prepare CAFR for submittal to GFOA Certificate of Achievement Program
- Review debt issues and make recommendations on debt structure
- Review, update, and maintain financial policies and procedures
HIGHLIGHTS/COMMENTS.:.
Staffing:
Includes salary increases
Supplies/Materials:
Computer checks & budget supplies
Finance software support and maintenance
Miscellaneous supplies
Support Services:
Conferences, Mileage, Meetings, Education & Seminars
Publication of Financial Statements & Budgets
Memberships to GFOA & MGFOA
Subscription to GFOA periodicals
Submittal fee - GFOA Certificate of Excellence Program
Submittal fee - GFOA Distinguished Budget Award Program
Bank & Broker service charges
Capital Outlay:
15
FUND: 101 DEPARTMENT: Finance DEPT 41500
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 137,883 136,487 153,459 174,972 72,561 189,212 0 0
Supplies/Materials 5,176 4,722 5,056 6,700 5,360 7,500 0 0
Support Services 5,359 7,035 8,496 12,000 4,398 13,200 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 3,098 533 586 47,500 639 4,500 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 151,517 148,776 167,597 241,172 82,958 214,412 0 0
ESTIMATED SERVICE INDICATORS'
No. Monthly Statements 12 12 12 12 6 12
No. Accounts Payable
Checks Issued 2,500 2,500 2,388 2,500 1,318 2,600
Utility Bills Sent 11,000 11,000 11,476 11,500 5,798 12,000
No. of Payroll Checks
Issued 1,100 1,100 1,038 1,100 611 1,200
est. est.
COST INDICATORS'
Expenditures 148,776 167,597 241,172 82,958 214,412 0 0
= Levy Dollars 148,776 167,597 241 ,172 82,958 214,412 0 0
STAFFING'
Full time:
Finance Dir 1.00 1.00 1.00 1.00 1.00 1.00
Sr Acctg Clerk .75 .75 .75 .85 .85 .85
Acctg. Clerk .5 .5 .5 0.00 .5
16
FUND:
101 General
DEPARTMENT MISSION'
Provide contracted professional services to the City
including general legal, prosecution, financial
audit and property assessment.
DEPARTMENT: Professional Services
DEPT NO:
41600
DESCRIPTION OF ACTIVITY:
This department provides for contracted legal, assessing and auditing services for the
City. Legal services include general counsel to the City Council, litigation and
prosecution of criminal misdemeanors. Assessing services provide property valuation
information for tax purposes. Audit services provide for the annual financial audit required
by Minnesota State Statutes.
OBJECTIVES'
- Contain costs on contracted professional services
HIGHLIGHTS/COMMENTS:
Supplies/Materials:
Support Services:
Includes general legal fees and prosecutions, mediation services, assessing contract, annual audit services.
Charges and Fees:
17
FUND: 101 DEPARTMENT: Professional Services DEPT 41600
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0 0 0
Support Services 169,144 142,061 162,271 180,000 131,535 187,600 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 169,144 142,061 162,271 180,000 131,535 187,600 0 0
ESTIMATED SERVICE INDICATORS:
No. of parcels 3,050 3,050 3,050 3,100 3,123 3,140
No. of litigations 5 5 5 2 2 2
GQ8T INDICATORS'
Expenditures 169,144 142,061 162,271 180,000 131,535 187,600 0 0
- Program Revenues 0 0 0 0 0 0 0 0
= Levy Dollars 169,144 142,061 162,271 180,000 131 ,535 187,600 0 0
Other Dollars
STAFFING:
18
FUND:
101 General
DEPARTMENT MISSION:
Guide and control the physical development of
the community. Coordinate and implement long
range city-wide and area planning activities.
DEPARTMENT: Planning & Zoning
DEPT NO:
41910
DESCRIPTION OF ACTIVITY'
This department is responsible for the review of development proposals, preparing and updating
the City's Comprehensive Plan, and other long range planning activities. It provides for
administration and enforcement of the City's zoning codes, and preparation and upkeep of
zoning, subdivision, floodplain and other planning and zoning related ordinances.
OBJECTIVES'
- Establish an action plan to implement Comprehensive Plan
- Complete GIS parcel data base
- Update/enhance city maps
- Update/enhance procedure handouts
HIGHLIGHTS/COMMENTS'
Staffing:
Includes step increases
Supplies/Materials:
Maintenance contracts for computer & office equipment
Miscellaneous supplies
Support Services:
Recording Secretary for Planning Commission Meetings
Air time for cellular phone
Conferences, mileage, meetings & seminars
Memberships to APA, MN APA, Sensible Land Use Coalition
Subscriptions to APA Journal & Zoning News
Charges & Fees:
Capital Outlay:
19
FUND: 101 DEPARTMENT: Planning & Zoning DEPT 41910
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 141,216 148,955 154,669 165,751 78,137 175,405 0 0
Supplies/Materials 994 916 707 1,925 538 1,225 0 0
Support Services 10,819 8,332 7,914 13,580 5,313 15,540 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 2,076 0 2,813 2,300 2,834 150 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 155,105 158,202 166,103 183,556 86,821 192,320 0 0
SERVICE INDICATORS'
No. of zoning apps. 20 20 20 20 12 24
No. of zoning complnts 20 20 20 25 19 30
No. of scheduled office appts* 104 220
Planning Comm. Meetings 12 12 12 12 6 12
Planning Comm. Work
Sessions 12 12 12 12 4 12
*new indicator - 07 est. est. est. est.
COST INDICATORS'
Expenditures 155,105 158,202 166,103 183,556 86,821 192,320 0 0
- Program Revenues
Zoning Appl. Fees
Bldg. Permit Carryover
(from Prot. Inspection)
= Levy Dollars 155,105 158,202 166,103 183,556 86,821 192,320 0 0
STAFFING.;,
Full time:
Planning Dir .95 .95 .95 .95 ,95
Planning Asst. .70 0.80 1.00 1.00 1.00
Part Time:
Clerical
20
FUND:
101 General
DEPARTMENT MISS1QJ2t
Provide for the physical operation of City Hall:
utilities; maintenance of office equipment and the
building structure; and provide for the City's general
liability, property, auto and workers' compensation insurance.
DEPARTMENT: Municipal Bldg - City Hall
DEPT NO:
41940
DESCRIPTION OF ACTIVITY:
The Municipal Building department provides for maintenance of all equipment located in the City
Hall, and for janitorial services to furnish a clean environment in which to conduct City business.
General Liability, Property and Casualty insurance coverages are also provided under this department.
OBJECTIVES:
- Identify maintenance needs to avoid major investments in the future
- Identify options for maximum utilization of office space to avoid future additions
- Maintain existing facilities at current level or better utilizing staff to reduce maintenance costs
- Continue to dispose of outdated documentation in storage area
- Continue to promote community programs to enhance public facilities, such as "Adopt a Garden."
HIGHLIGHTS/COMMENTS:
Supplies/Materials:
Maintenance contracts for copiers, telephones and office equipment
Maintenance to city hall building
City Hall supplies
Support Services:
City Hall janitorial, rug services, & pest control
Utilities and phone service for City Hall
Insurance coverage for all city depts except enterprise funds
Rental of postage meter
Sales and Use Tax Payments
Charges & Fees:
Capital Outlay:
Senior Community Center Payment (to be retired in 2008)
Debt Service on Internal Loan to Sewer Fund for purchase of 5795 Country Club Rd.
Transfers:
Public Facilities Fund - Office Equipment
21
FUND: 101 DEPARTMENT: Municipal Building - City Hall DEPT 41940
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 13,197 14,063 16,471 26,650 12,077 29,500 0 0
Support Services 98,160 93,444 139,915 117,800 17,190 141,700 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 39,483 37,544 351,272 38,550 37,544 54,544 0 0
Transfers 35,000 50,000 110,000 50,000 0 110,000 0 0
TOTAL 185,840 195,051 617,659 233,000 66,811 335,744 0 0
ESTIMATED SERVICE INDICATORS:
COST INDICATORS:
Expenditures 185,840 195,051 617,659 233,000 66,811 335,744 0 0
- Program Revenues
0 0 0
= Levy Dollars 185,840 195,051 617,659 233,000 66,811 335,744 0 0
Other Dollars
STAFFING:
22
FUND:
101 General
DEPARTMENT MISSION.
To provide a modern, flexible, full-service criminal
justice agency which is responsive to community
needs.
DEPARTMENT: Police
DEPT NO:
42100
DESCRIPTION OF ACTIVITY.
The South Lake Minnetonka Police Department is a cooperative joint venture between the cities
of Excelsior, Greenwood, Shorewood and Tonka Bay. Through this venue, the department provides for
the protection of the safety and well-being of citizens in the community, the prevention and detection of
crime, and the enforcement of all local, state and federal laws in a cost-efficient manner.
Costs and staff are allocated to each of the participating cities on a set percentage basis. Through 2006,
the pro-rata share of expenses was 46.0%. Shorewood's allocation for the period 2007 - 2011 is 50%.
A separate obligation is required to finance the new SLMPD station. The cost is apportioned on an
ad valorem basis among four cities. The City of Shorewood's pro-rata share of the 2006 payment is $249,500,
which is approximately 58% of the total payment due.
OBJECTIVES:
HIGHLIGHTS/COMMENTS'
Supplies/Materials:
Support Services:
Police services contract for 2007
Prisoner expense, court officer expense, & booking fees
Annual Police Reserve Dinner
23
FUND: 101 DEPARTMENT: Police DEPT 42100
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 0 165 0 0 184 0 0 0
Support Services 630,909 671,236 727,726 758,758 419,497 819,563 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 152,052 265,600 259,404 279,600 127,298 249,500 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 782,961 937,001 987,130 1,038,358 546,979 1,069,063 0 0
ESTIMATED SERVICE INDICATORS:
Initial complaint reports 5,929 6,152 6,428 6,500 Pending 6,600 Pending Pending
Part I (serious) & Part II (other) cr 1,241 1,249 1,232 1,250 Pending 1,250
Clearance rate (Parts I & II) 58% 53% 58% Pending Pending Pending
Countywide clearance rate 42% 42% 46% Pending Pending Pending
Citations issued 4,474 3,130 4,582 4,600 4,600
Police vehicles 9 9 9 9 9 9
Shorewood ICR's 1,575 2,145 2,218 2,250 Pending 2,300
Shorewood Part I & II 617 710 673 Pendinq Pendinq Pendinq
COST INDICATORS:
Expenditu res 782,961 937,001 987,130 1 ,038,358 546,979 1,069,063 0 0
- Program Revenues
Fines 88,949 81,841 62,000 54,663 54,663 70,000 70,000
= Levy Dollars 782,961 855,160 925,130 983,695 492,316 999,063 (70,000) 0
STAFFING:
Chief 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Deputy Chief 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Sergeant 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00
Investigator * 2.00 2.00 2.00 2.00 2.00 3.00 3.00 3.00
Patrol Officer 7.00 7.00 7.00 7.00 7.00 7.00 7.00 7.00
Office Administrator 1.00 1.00 1.00 1.20 1.20 1.20 1.20 1.20
Office Specialist (part time) ** 2.00 2.00 2.00 1.00 1.00 2.00 2.00 2.00
Community Service Officer 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
* 1 Juvenile Specialist
24
FUND:
1 01 General
DEPARTMENT MISSION.
Provide the highest possible quality of fire
suppression, prevention and eduction services,
and First Responder emergency medical services.
DEPARTMENT: Fire Protection
DEPT NO:
42200
DESCRIPTION OF ACTIVITY:
Fire services are contracted by the City through the Excelsior Fire District and the City of Mound.
This department provides for the protection of life and property of the citizens of
the community through fire prevention and suppression, fire inspection, building inspection,
fire code enforcement and emergency medical services.
A separate obligation is made toward the financing of new facilities for the Excelsior Fire District. This
cost is apportioned on the same allocation for the operating budget. The City of Shorewood's pro-rata share
of the 2007 debt service payment is $304,579.
A separate obligation is made toward the financing of a new (2003) fire station for the Mound Fire Department. This
cost is apportioned on the same allocation for the operating budget. The City of Shorewood's pro-rata share
for 2007 debt service payment is $7,056.
OBJECTIVES:
HIGHLIGHTS/COMMENTS:
Support Services:
Fire contracts with Mound and Excelsior Fire District
25
FUND: 101 DEPARTMENT: Fire Protection DEPT 42200
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0 0 0
Support Services 251,912 235,010 263,107 307,496 163,717 284,312 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 147,008 246,632 229,667 257,203 124,602 311,635 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 398,920 481,642 492,774 564,699 288,318 595,947 0 0
ESTIMATED SERVICE INDICATORS'
EFD Fire & Rescue Calls 304 260 284 300 150 300 Pending Pending
Mound Fire & Rescue Calis 7 10 13 8 7 10 Pending Pending
COST INDICATORS'
Expenditures 398,920 481,642 492,774 564,699 288,318 595,947 0 0
- Program Revenues 0 0 0 0 0 0 0 0
= Levy Dollars 398,920 481,642 492,774 564,699 288,318 595,947 0 0
EFD STAFFING:
Chief (FfT) 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Asst. Chief 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Dist. Chief 2.00 2.00 2.00 2.00 2.00 2.00 2.00
Captain 2.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00
Lieutenants 4.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Fire Marshal (FfT) 1.00 1.00 0.50 0.00 0.00 0.00 0.00 0.00
Fire Inspector 0.00 0.00 0.75 1.25 1.25 1.25 1.25 1.25
Training Officer 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Firefighters 37.00 41.00 41.00 41.00 41.00 41.00 41.00 41.00
26
FUND:
101 General
DEPARTMENT MISSION:
Enforce construction safety and related building
codes through plan review and inspections.
Enforce animal control ordinances.
DEPARTMENT: Protective Inspection
DEPT NO:
42400
DESCRIPTION OF ACTIVITY'
This department provides for the issuance building and construction permits, review of
construction plans and specifications, enforcement of all building codes under the Uniform
Building Code, inspection of rental housing units, and inspection of zoning violations.
The department also provides for contractual animal control, which includes patrol, detention
and disposition of stray domestic animals.
OBJECTIVES:
- Increase and enhance public information through the development of
handouts relative to building codes
- Enhance environmental inspections
HI GHLlGHTS/COMMENTS'
Staffing:
Includes salary increases
Supplies/Materials:
Maintenance contracts on computer and office equipment
Miscellaneous supplies
Support Services:
Contractual inspections during vacations, sick leave
Conferences, mileage, meetings & seminars
Printing of application forms
Membership to ICBO
Charges & Fees:
Remittances to state of permit surcharges collected
Capital Outlay:
Permit Tracking Software
27
FUND: 101 DEPARTMENT: Protective Inspection DEPT 42400
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 89,528 95,455 101 ,925 103,422 51,831 110,740 0 0
Supplies/Materials 89 777 162 400 38 550 0 0
Support Services 7,114 5,074 7,028 10,820 2,784 11 ,220 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 2,129 0 1,012 400 0 10,000 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 98,860 101,306 110,126 115,042 54,653 132,510 0 0
ESTIMATED SERVICE INDICATORS:
No. of permits issued
New Homes 10 25 20 20 10 15 to 17
Additions/Other 475 790 600 600 544 600
Avg inspections/permit
New Homes 8-10 8-10 8-10 8-10 9 to 12
Additions/Other 2-8 2-8 2-8 2-8 2 to 9
Commercial/I ndustrial: 1
COST INDICATORS:
Expenditures 98,860 101 ,306 110,126 115,042 54,653 132,510 0 0
- Program Revenues
Building Permits 175,000 175,000 0 177 ,322 180,000 180,000 0
State Surcharges
Rental Housing Licenses 500 500 660 500 500
= Levy Dollars 98,860 (74,1 94) (65,374) 115,042 (123,329) (47,990) (180,500) 0
STAFFING:
Full time:
Building Official 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Planning Dir .05 .05 .05 .05 .05 .05 .05 .05
Planning Asst .30 .30 .30 .20 .30 .20 .20 .20
Secretary/Recept .10 .10 .10 .15 .10 .15 .15 .15
28
FUND:
101 General
DEPARTMENT MISSION:
Enforce animal control ordinances.
DEPARTMENT: Animal Control
DEPT NO:
42700
DESCRIPTION OF ACTIVITY:
The department provides for contractual animal control, which includes patrol, detention
and disposition of stray domestic animals.
OBJECTIVES:
to provide appropriate care for dogs found at-large within the City limits
HIGHLIGHTS/COMMENTS:
Staffing:
Supplies/Materials:
Support Services:
Animal control contracts with City of Orono and Auntie Ruth's.
Charges & Fees:
Capital Outlay:
29
FUND: 101 DEPARTMENT: Animal Control DEPT 42700
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0 0 0
Support Services 19,495 20,971 24,673 26,000 10,408 24,330 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 19,495 20,971 24,673 26,000 10,408 24,330 0 0
ESTIMATED SERVICE INDICATORS:
No. of Animal Complaints 47 57 Pending 50 Pending Pending
COST INDICATORS:
Expenditures 19,495 20,971 24,673 26,000 10,408 24,330 0 0
- Program Revenues
= Levy Dollars
STAFFING:
Full time:
19,495 20,971 24,673 26,000
10,408
24,330
o
o
30
FUND:
101 General
DEPARTMENT MISSION:
DEPARTMENT: City Engineer
Provide engineering and construction management
services for the City.
DEPT NO:
43010
DESRIPTION OF ACTIVITY:
This department is responsible for general engineering services in the City, as well as
preparation of feasibility studies, plans and specifications, and on-site inspection of
City projects. The City Engineer also reviews all development proposals and plans.
OBJECTIVES:
- Assist the City in determining right-of-way needs
- Keep construction project files up-to-date and accurate
- Communicate in written form to affected residents at least two
(2) times during a construction project
- Provide in-house engineering where feasible
- Provide good public relations with property owners adjacent to construction projects
- Resolve construction issues promptly.
HIGHLIGHTS/COMMENTS:
Staffing:
1.00 City Engineer
.50 F/T Engineer Technician
.25 F/T Clerical
Supplies/Materials:
Computer maintainance/Upgrade
Books, Materials and Software
Support Services:
Contractual engineering for 2007
Contractual engineering technical assistance
Cellular phone Airtime & Pager
Conferences and mileage
Subscriptions and Memberships
Charges & Fees:
Capital Outlay:
31
FUND: 101 DEPARTMENT: City Engineer DEPT 43010
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 108,273 101,302 111,604 132,147 52,578 148,868 0 0
Supplies/Materials 420 839 906 1,450 247 1,950 0 0
Support Services 5,339 15,136 39,886 20,850 29,665 22,150 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 219 610 503 3,150 0 3,600 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 114,251 117,887 152,899 157,597 82,491 176,568 0 0
ESTIMATED SERVICE INDICATORS:
City Engineer
Hrs spent on City Projects Pending Pending Pending Pending Pending Pending
Hrs charged to developers Pending Pending Pending Pending Pending Pending
COST INDICATORS:
Expenditures 114,251 117,887 152,899 157,597 82,491 176,568 0 0
- Program Revenues
Public Projects
Private Projects
Other
= Levy Dollars 114,251 117,887 152,899 157,597 82,491 176,568 0 0
STAFFING:
Full time:
City Engineer 1.00 0.65 0.65 1.00 1.00 1.00 1.00 1.00
Eng Technician 0.25 0.25 0.50 0.50 0.50 0.50 0.50
Clerical 0.25 0.25 0.25 0.25 0.25 0.25 0.25 0.25
Part time:
Clerical
32
FUND:
101 General
DEPARTMENT MISSION:
DEPARTMENT: Public Works Service Provide supervision and support for all public
works functions; provides for public works utilities,
DEPT NO: 43050 shop and equipment maintenance and fuels
DESCRIPTION OF ACTIVITY:
The Public Works Service department is responsible for all general public works duties,
maintenance of all public works equipment, and maintenance of the public works facility.
OBJECTIVES:
- Perform preventative maintenance on all equipment within 100 miles or 10 hours
of scheduled service
- Perform 90% of City building repairs and preventative maintenance using City personnel
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step increases
Supplies/Materials:
Includes motor fuel, maintenance of equipment and buildings, and inventory supply items
Support Services:
Uniforms for crew
Janitorial Services
Utilities and telephone service for public works building
Conference, mileage, meetings & seminars
Miscellaneous - damage to private property (mailboxes, etc)
Hazardous Waste Licenses
Miscellaneous equipment rentals
Memberships
Charges & Fees:
Capital Outlay:
Public Works Building Addition -1/2 cost $170,000 (2007); and 1/2 cost $170,000 (2008)
Replacement Radios; computers, tire machine
Transfers:
Transfer to Equipment Replacement Fund ($175,000 - 2006)
Transfer to Stormwater Management Fund ($25,000 - 2006)
33
FUND: 101 DEPARTMENT: Public Works Service DEPT 43050
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 165,723 178,292 219,118 254,324 128,313 261,640 0 0
Supplies/Materials 32,707 39,150 51,558 55,950 24,904 61,750 0 0
Support Services 29,048 28,850 29,406 37,200 16,802 44,175 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 2,926 3,152 350 75,475 3,644 187,350 0 0
Transfers 100,000 75,000 123,000 200,000 0 200,000 0 0
TOTAL 330,403 324,445 423,431 622,949 173,662 754,915 0 0
ESTIMATED SERVICE INDICATORS:
No of Gopher One calls 2,800 2,940 2,940 2,940 Pending Pending
No of vehicle repairs 110 110 110 110 Pending Pending
COST INDICATORS:
Expenditures 330,403 324,445 423,431 622,949 173,662 754,915 0 0
- Program Revenues
= Levy Dollars 330,403 324,445 423,431 622,949 173,662 754,915 0 0
STAFFING:
Full time:
Pub Wks Dir 0.10 0.10 0.75 0.75 0.75
Supervisor of Oper. & Maint. 1.00 1.00 1.00 .00 .00 .00
Lt Equip Oper 1.90 2.50 2.50 1.75 1.75 1.75
Clerical 0.25 0.05 0.05 0.05 0.05 0.05
Utility Maint. Operators .00 .00 .67 .67 .67
Utility Lead .25 .25 .25
34
FUND:
101 General
DEPARTMENT MISSION:
DEPT NO:
43100
To maintain and upgrade City streets, parking areas
and storm water control systems in an efficient and
economical manner
DEPARTMENT: Streets & Roadways
DESCRIPTION OF ACTIVITY:
Includes ongoing maintenance consisting of street patching, street sweeping, roadside mowing,
painting of lane markings, and minor storm sewer repair.
OBJECTIVES:
- Maintain the pavement management system to aid in scheduling of street projects
- Paint lane markings on all designated streets
- Sweep each City street at least once annually
- Mow roadsides at least twice annually
- Visually inspect storm drainage grates annually and repair as needed
HIGHLIGHTS/COMMENTS:
Staffing:
2.0 LEO
0.33 Utii. Maint. Ops.
Supplies/Materials:
Rock, gravel & bituminous for street & road repair
Support Services:
Safety training
Contracted road striping
Transfers:
Transfer to Local Street Reconstruction Fund $345,000
35
FUND: 101 DEPARTMENT: Streets & Roadways DEPT 43100
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 55,335 74,773 87,338 108,534 42,993 109,108 0 0
Supplies/Materials 29,235 42,282 59,856 47,400 17,159 63,650 0 0
Support Services 7,546 9,402 13,995 20,000 0 23,500 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0 0
Transfers 200,000 183,500 311 ,000 345,000 0 345,000 0 0
TOTAL 292,117 309,956 472,189 520,934 60,152 541,258 0 0
ESTIMATED SERVICE INDICATORS:
Miles of street
State 3 3 3 3 Pending Pending
County 2 2 2 2 Pending Pending
City - MSA 9 9 9 9 Pending Pending
City - Local 49 49 49 49 Pending Pending
Miles Sealcoated 5 5 5 5 Pending Pending
Tons of patch material 1,380 1,380 1,380 1,380 Pending Pending
COST INDICATORS:
Expenditures 292,117 309,956 472,189 520,934 60,152 541 ,258 0 0
- Program Revenues
MSA Maintenance 13,750 13,750 13,750 13,750 0
Transfer from Street Fund
Budgeted Reserve
= Levy Dollars 278,367 296,206 458,439 520,934 60,152 527,508 0 0
STAFFING:
Full time:
Lt Equip Operators 2.20 2.20 2.20 2.00 2.00 2.00
Util. Maint. Operators 0.33 0.33 0.33
36
FUND:
101 General
DEPARTMENT MISSION:
DEPARTMENT: Snow & Ice Removal Provide snow and ice control for public streets and
City owned parking lots to ensure the safe and
DEPT NO: 43125 efficient movement of traffic
DESCRIPTION OF ACTIVITY:
This department is reponsible for the plowing and removal of snow after a 2-inch or greater
snowfall has occured. Street sanding with a salt/sand mixture is used as a measure of ice control,
and is performed as needed.
OBJECTIVES:
- Remove snow and ice and complete salt/sand operations within 14 hours after
the end of a snow event
- Complete widening and clean up functions within 48 hours of a snow event
HIGHLIGHTS/COMMENTS:
Staffing:
.5 LEO
Supplies/Materials:
Sand and salt for ice control
37
FUND: 101 DEPARTMENT: Snow & Ice Removal DEPT 43125
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 18,792 21,211 24,475 36,792 12,376 36,735 0 0
Supplies/Materials 21 ,629 15,490 20,864 33,000 10,287 44,500 0 0
Support Services 0 0 0 0 0 0 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 2,300 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 40,421 36,700 45,339 69,792 22,663 83,535 0 0
ESTIMATED SERVICE INDICATORS:
Miles of street plowed 51 51 51
Tons of salt used 250 250 250
Tons of sand used 1,200 1,200 1,200
Manhours spent 1,000 1,000 1,000
No. of cul-de-sacs 88 88 88
plowed
COST INDICATORS:
Expenditures 40,421 36,700 45,339 69,792 22,663 83,535 0 0
- Program Revenues
MN Snow Removal Aid 0 0 0 0 0 0 0 0
= Levy Dollars 40,421 36,700 45,339 69,792 22,663 83,535 0 0
STAFFING:
Full time:
Lt Equip Oper (LEO) .50 .50 .50 .50 .50
38
FUND:
101 General
DEPARTMENT MISSION:
Provide for street lighting and traffic signals at
intersections and other locations throughout the
City for the safety of pedestrians and vehicular
traffic
DEPARTMENT: Traffic Control/St Lights
DEPT NO:
43160
DESCRIPTION OF ACTIVITY:
Includes maintenence of semaphores and traffic control devices, and maintenance/replacement
of regulatory and informational road signs. Provides for electricity for street lights and traffic control
devices.
OBJECTIVES:
HIGHLIGHTS/COMMENTS:
Supplies/Materials:
Maintenance to semaphores and Hwy 7 & Vine Hill Road, Christmas Lake Road,
County Road 19, Hwy 41, Old Market Road; County Road 19 and Smithtown Road.
Street signs & posts
Support Services:
39
FUND: 101 DEPARTMENT: Traffic Control/Street Lighting DEPT 43160
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 2,750 1,979 4,662 6,000 677 500 0 0
Support Services 33,914 31,672 31,457 36,400 18,275 43,200 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 36,665 33,651 36,119 42,400 18,952 43,700 0 0
ESTIMATED SERVICE INDICATORS:
No of street lights 190 190 190 190 Pending Pending
No of traffic signals 5 5 5 5 6
COST INDICATORS:
Expenditures 36,665 33,651 36,119 42,400 18,952 43,700 0 0
- Program Revenues
= Levy Dollars 36,665 33,651 36,119 42,400 18,952 43,700 0 0
STAFFING:
40
FUND:
101 General
DEPARTMENT MISSION:
DEPARTMENT: Sanitation/Waste Rm Provide for the general sanitation and cleanliness
of the City and provide for the treatment of noxious
DEPT NO: 43200 weeds on City properties.
DESCRIPTION OF ACTIVITY:
Activities include spraying of boulevards and roadways for weed control, and clean-up
of properties in violation of City zoning and sanitation codes, as necessary.
OBJECTIVEs.;
- Aid in private property cleanup complaints
- Resolve 100% of weed complaints
HIGHLIGHTS/COMMENTS:
Staffing:
Miscellaneous staff time for property clean-ups
Support Services:
Miscellaneous property clean-ups
Contracted weed spraying services
41
FUND: 101 DEPARTMENT: Sanitation/Waste Removal/Weeds DEPT 43200
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 362 0 586 648 568 757 0 0
Supplies/Materials 0 0 0 500 0 500 0 0
Support Services 6,163 2,876 3,502 4,300 3,395 5,500 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 6,525 2,876 4,088 5,448 3,963 6,757 0 0
ESTIMATED SERVICE INDICATORS:
No of weed complaints 2 2 2 Pending Pending Pending
No of notices served Pending Pending Pending
No of parcels sprayed 0 0 0 Pending Pending Pending
Miles/roadside sprayed 10 10 10 Pending Pending Pending
Spraying in Dollars 6,097 2,876 2,892 3,100 4,000
COST INDICATORS:
Expenditures 6,525 2,876 4,088 5,448 3,963 6,757 0 0
- Program Revenues
Fed Disaster Aid
= Levy Dollars 6,525 2,876 4,088 5,448 3,963 6,757 0 0
STAFFING:
42
FUND:
101 General
DEPARTMENT MISSION:
To provide diseased tree inspection services to
residents; to remove diseased trees located on City
property; and to maintain and trim trees located on
City rights-of-way and other property
DEPARTMENT: Tree Maintenance
DEPT NO:
43250
DESCRIPTION OF ACTIVITY:
This department is responsible for detection and removal of diseased and unsafe trees on City
rights-of-way and other properties, and pruning of trees on city property. Tree inspection
services are provided to residents on an on-call basis.
OBJECTIVES:
- Remove 100% of diseased trees on public property
- Respond to all property owner requests to identify diseased trees
- Maintain and trim trees on City property which present a hazard to public
HIGHLIGHTS/COMMENTS:
Staffing:
.25 LEO
Supplies/Materials:
Small Tools
Paint for tree marking
Support Services:
Contracted tree and brush removal
Tree inspection certification
- 43
FUND: 101 DEPARTMENT: Tree Maintenance DEPT 43250
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 14,929 18,882 15,011 15,121 7,935 15,233 0 0
Supplies/Materials 206 1,048 479 2,700 893 2,950 0 0
Support Services 2,265 11,688 7,768 15,000 925 15,550 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 17 ,400 31,619 23,258 32,821 9,753 33,733 0 0
ESTIMATED SERVICE INDICATORS:
No of trees removed 20 20 20
Yards of brush hauled 700 700 700
COST INDICATORS:
Expenditures 17,400 31,619 23,258 32,821 9,753 33,733 0 0
- Program Revenues
= Levy Dollars 17,400 31,619 23,258 32,821 9,753 33,733 0 0
STAFFING:
Lt Equip Operator (LEO) .20 .20 .20 .25 .25 .25
44
FUND:
101 General
DEPARTMENT MISSION:
Maintain City parks, trails & beaches to ensure safe
and enjoyable recreational amenities, and coordinate
recreational opportunities for City residents of all
ages and physical abilities
DEPARTMENT:
Parks & Recreation
DEPT NO:
45200
DESCRIPTION OF ACTIVITY
The department is responsible for the maintenance of all City parks, including
playgrounds, ballfields, trails, ice rinks, buildings and other play areas.
Winter ice skating, and summer recreation programs are coordinated within this department.
OBJECTIVES:
- Continue promoting the benefits of investing in Shorewood parks, and develop support for funding operation
and park improvements
- Identify needs and assist the Shorewood Parks Foundation in coordination of fundraising efforts (to replace
diminishing park dedication fees).
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step increases
Part time includes Park Commission Secretarial
Seasonal includes Summer employees and Winter Rink Attendants
Supplies/Materials:
Small tools
Maintenance to park equipment and buildings
Rock, black dirt, gravel, sand, fertilizers, seed for parks
Support Services:
Park Coordinating Services
Crescent Beach Lifeguard Services
Park utility and telephone charges
Rental of portable toilets
Contribution to Music in the Parks
Contribution to Senior Recreational Program Services (2007 - $13,450)
Buckthorn Removal Program
Charaes & Fees:
Capital Outlay:
Transfers:
Transfer to Park Capital Improvement Fund $10,000
Transfer to Land Conservation & Open Space Fund $5,000
45
FUND: 101 DEPARTMENT: Parks & Recreation DEPT 45200
BUDGET Actual Actual Actual Budget YTD June Requested Proposed Adopted
ITEM 2003 2004 2005 2006 2006 2007 2007 2007
Staffing 1 09,453 104,076 109,305 137,054 59,485 140,530 0 0
Supplies/Materials 9,273 11 ,341 10,026 13,250 3,500 1 5,400 0 0
Support Services 45,814 52,862 48,189 70,800 18,356 81 ,450 0 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 (1,415) 9,989 375 0 5,000 0 0
Transfers 30,000 15,000 15,000 15,000 0 15,000 0 0
TOTAL 194,539 181,864 192,508 236,479 81 ,340 257,380 0 0
ESTIMATED SERVICE INDICATORS:
Acres of maint park 95.80 95.80 95.80 99.70 Pending Pending
No. of ballfields
Softball 3 3 3 3 Pending Pending
Baseball 5 5 5 5 Pending Pending
No. of shelters 4 4 4 4 Pending Pending
No. of hockey rinks 2 2 2 2 Pending Pending
No. of skating rinks 3 3 3 3 Pending Pending
Miles of Trails 2.75 2.75 2.75 2.75 Pending Pending
Cost of maint per acre 1,316 1,217 1,271 1,561 Pending Pending
No. of times rinks are
cleaned & resurfaced 80 80 80 80 Pending Pending
No. of picnic tables 45 45 45 45 Pending Pending
No. of Tennis Courts 4 4 4 4 Pending Pending
COST INDICATORS:
Expenditures 194,539 181,864 192,508 236,479 81 ,340 257,380 0 0
- Program Revenues
Sports Organizations 12,000 12,000 See C I P See CIP
Tanka Bay - Beach 500 500 0 0
Transfer from Trail Fund 3,000 0 0 0
Capital Levy 10,000 10,000 15,000 15,000
= Levy Dollars - Maint. 194,539 156,364 170,008 221 ,479 81,340 242,380 0 0
STAFFING:
Full time:
Lt Equip Oper/Foreman 1.60 1.50 1.50 1.50 1.50 1.50
Clerical .25 .25 .25 .33 .33 .33
Part time:
Clerical
Seasonal:
Summer 2.00 2.00 2.00 1.00 1.00 1.00
Winter (rinks) 10.00 10.00 10.00 10.00 10.00 10.00
46
47
S()lJ,.H LAKE MINNE,.()NKA
PUBLIC SAFETY FACILITY
24100 - 24150 Smithtown Road, Shorewood
South lake Minnetonka Police Department
2007 Financial Obligation
(August of 2006)
2007 FINANCIAL OBLIGATION
PUBLIC SAFETY FACILITY
Prepared by Bryan Litsey, Chief of Police
PRELUDE
The financial considerations of the South Lake Minnetonka Police Department (SLMPD)
consist of the annual operating budget and the long-term debt service obligation for the
public safety facility. These two components are addressed separately in the current Joint
Powers Agreement (JP A). The SLMPD operating budget is subject to annual approval,
which is proportioned between the member cities based on fix percentages pursuant to the
current Joint Powers Agreement. The SLMPD portion of the debt service owed on the
public safety facility is a long-term obligation to each member city based upon tax
capacity (ad valorem). This is subject to annual adjustments due to changing property
values. This document pertains to the debt service payments owed by the member cities
in 2007.
DEBT SERVICE PAYMENTS
The Shorewood Economic Development Authority (EDA) is the fiscal manager for the
debt service owed on the lease-revenue bonds issued for construction of the public safety
facility. This complex serves as headquarters for both the South Lake Minnetonka Police
Department (SLMPD) and the Excelsior Fire District (EFD). The first issuance of lease-
revenue bonds to finance the project took place in September of 2002. The second
issuance of lease-revenue bonds for the "clean up" financing took place in April of 2003.
In accordance with the SLMPD Joint Powers Agreement, as amended in February of
2002, each member city is obligated for its annual share of the debt service based on tax
capacity (ad valorem). The debt service owed by the member cities commenced in 2003
with interest only payments required. This schedule changed in 2004 to include principal
and interest payments for the remaining term of the bonds. The attached spreadsheets
include a computation of what the annual debt service payments will be for each member
city in 2007, which will be collected by SLMPD and subsequently remitted to the
Shorewood EDA prior to the due dates. The sources for the data used on the spreadsheets
are so noted.
South Lake Minnetonka Police Department
Public Safety Facility - Police Portion
Debt Service Payments - Year 2007
Excelsior
14.50%
$64,090
Greenwood
10.25%
$45,305
Tonka Bay
18.80%
$83,096
Shorewood
56.45%
$249,509
o Excelsior 0 Greenwood DShorewood Tonka Bay
SOUTH LAKE MINNETONKA POLICE DEPARTMENT
PUBLIC SAFETY FACIL TY - POLICE PORTION
DEBT SERVICE PAYMENTS IN 2007
Amount Due to the Shorewood Economic Development Authority (EDA) - $442,000
Excelsior
$4,140,936
14.50%
$64,090
2006 Tax Capacity Figures - Hennepin County Assessor Department - (Run Date: July 27, 2006)
Figures Rounded Based Upon Tax Capacity (ad valorem) Formula
Total Debt Service Costs Provided by the Shorewood EDA - (Includes Anticipated Fiscal Agent Fees)
Facility Debt Obligation Independent of the SLMPD Operating Budget
Prepared by Bryan Litsey, Chief of Police (August 2006)
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