120505 CC Sp AgP
CITY OF SHOREWOOD
CITY COUNCIL SPECIAL MEETING
MOJ"ll'DAY, DECEMBER 5,2005
5755 COUNTRY CLUB ROAD
COIJNCIL CHAMBERS
7:00 PM
AGENDA
1. CONVENE SPECIAL MEETING
A. Roll Call
Mayor Love _
Lizee
Turgeon _
Callies
Wellens
B. Review Agenda
2. TRUTH IN TAXATION PUBLIC HEARING (Att.- 2006 Proposed Budget Documents)
A. Staff Presentation
B. Public Hearing
C. Council Deliberation/Decision to Reconvene
3. ADJOURN
No action will be taken during this meeting.
CITY OF SHOREWOOD
December 5, 2005
Truth-in- Taxation Meeting
PUBLIC SIGN-IN SHEET
For the record, please print your name and address below. Thank you.
Name
Address
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
RON JOHNSON
December 7, 2005
5355 Shady Hill Circle
Shorewood, MN 553 3l
Mayor and City Council
City of Shorewood
5755 Country Club Rd.
Re: (un) Truth in Taxation hearing of December 5, 2005
Dear Mayor and Council:
City Staff presented its FY6 budget 10% increase and levy 11 % increase without
adequate forecast assumptions nor the historical nor component detail necessary to
provide true Truth In Taxation. The City left that failure to die of voter apathy but for
Shorewood apparent CPA resident, Mr. Woodruff (ph) who appeared with, in part,
broken out details and constructive criticisms given his limited knowledge of City
ledgers.
Staff's presentation was not only incomplete but misleading. For individual taxpayers,
taxes will increase because tax valuations are increasing. Have staff present the simple
arithmetic charted and candidly tell the voters that. The flip side is the current housing
boom will eventually bust as happened in the mid-1960's. Depressed prices (hence
depressed valuations) did not recover for 10 years subsequently. And, when those did,
City Staff went on a spending spree like here with subsequent another bust.
In short, Staff's presentation was like the band playing before the Titanic sank and is
reminiscent of the early 1980's before the City bellied due to fiscal mismanagement now
being repeated. Indeed, attempting to justify his spending spree Mayor Love stated the
taxpayers must therefore sutler for the next 18 years until the bonds are paid off. That
said, Staff recommends a new City hall and a $400,000 addition to its Taj Mahallike
public works building, etc. with new bonding. It's crazy. This small City does not need
a new City hall and a pole type building would have sufficed for public works at a
fraction of the cost.
Bottomline, City financial mismanagement will lead to financial failure unless structural
changes are made now to get the City's cost structure in line comparable to services
delivered by neighboring Minnetonka for example. Of the Councilmembers who spoke
to the issue only, possibly, Councilmember Turgeon understood that. I suggest the City
immediately do the following.
1. sell its liquor store asset not part of its core business;
2. explore merger(s) with other local small communities;
3. differ most, if not, all capital expenditures;
4. cut operating expenses by outsourcing City hall and public works positions.
First, with changes in public policy and competition generally most cities have
discontinued or sold their municipal liquor stores as not worth the hidden as well as direct
cost not core to city mission.
Second, for all appearances Mayor Love was, and is, undoubtedly dreaming that
Shorewood is many times larger than reality and that led to the over bonding and higher
comparable expenditures. For example, Shorewood charges $10,000 for a sewer
connection that Minnetonka charges $2,064 for. If the Mayor's vision includes
"redevelopment" to castle like houses to feed his realtor interest and appetite, then
honestly tell the retired folks on fixed incomes to get out and young financially struggling
multiple children families that they are not part of the City's future. The only way Mayor
Love's apparent dream could possibly come true is through merger(s).
Third, to continue their spending spree, for example Staff wants to spend in FY6 some
$1,085,000 to service 1,252 water accounts or $867 in additional capital cost per existing
account? Of course this not what the current City planner told the taxpayers in 1996
would happen as a result of the water policy which now Councilmember Wellens
opposed then. The follow-on City water account capital expenditures were or should
have been higher priorities before the City spent money on buildings instead. There can
be no justification for capital spending $210,000 I to read by radio outside meters for
merely 1,252 water accounts unless the hidden agenda is to force all residents from
private wells to public water, a 1996 campaign proposal soundly defeated by the voters.
Fourth, the City is substantially developed. As Mr. Woodruff (ph) pointed up those now
occupying Staff positions proposed almost double digit budget increases for doing the
same or less work and this was their pattern for the prior 3 years. To make work they
proposed the new operating and capital expenditures. The computer upgrades are suspect
within my personal knowledge2. More dollars have probably been wasted by government
spending on computer technology than anything else and in part due to rapid
obsolescence. The City should tirst screen and recruit a consultane to then screen and
recruit a municipal computer engineer/consultant. It is possible what Staff perceives as
required already exists at lower cost.
Staff comment that in-house positions were essential because of Legislative mandate is
nonsense. Experienced consultants could do a better job more economically without
having to first train Staff that would still lack wisdom in the matters. Public works could
I Nowhere does Staff explain what the operating and obsolescence costs will be. It took years and only
recently did the power company get its system truly operational. A then corporate client of mine had me
research meter reading technology in the 1970's.
2 Computer technology is one area the U.S. granted me numerous invention patents growing out of my
research (beginning in ] 955) to computerize engineering practice including pre-cursor GPS satellite
technology for NASA (circa 1966).
3 Former internet company CEO, former Mayor Thomas Dahlberg might be helpful in this regard.
2
likewise in part be outsourced.4 The idea the City this size needs two City Engineers like
Minnetonka is ludicrous. Promote from within or hire a public works superintendent at
lower cost with experience.
Finally, the City should form a standing Committee - -like the SBA's SCORE - - to
assist Staff and its Commissions pro bono. Mr. Woodruff (Ph) obviously took little time,
because of his depth of experience, to analyze the City's FY 3, 4, 5 v. FY 6 proposed
budget and suggest rational budget cuts. A former CE05 myself, I looked beyond the
accountants to get at structural changes mandated. The proposed volunteer standing
Committee collectively could do that far better than me.
In sum, you should conduct a truthful complete Truth In Taxation hearing. If that is not
possible with FY 5 closing, then implement now what obvious reductions you can agree
on and continue the matter into early FY 6 looking forward to offsetting and greater tax'
reductions next year. In conjunction therewith, the City should publish its proposed
budget in detail in its ShoReport showing the kind of detail Mr. Woodruff (Ph) presented
including essential prior year spending comparisons. No such budget detail was in the
December 2005 ShoReport.
SilJ'?L
Ron JO~t
4 The City of Elk River, for example, for years has retained my family to plow cui de sacs using winter idle
construction equipment, a win-win for both.
5 The Company I founded in my Shorewood garage in ] 969 based on my patented inventions is now, with a
changed name, a public stock firm worth in excess of one quarter billion dollars. I am an entrepreneur type
skilled at initiating change. How to manage a mature successful enterprise is best left to professional
managers like, apparently, Mr. Woodruff(ph).
3
DEE AND RON JOHNSON
December 4, 2005
5355 Shady Hill Circle
Shorewood, MN 55331
Mayor and City Council
City of Shorewood
5755 Country Club Rd.
Shorewood, MN 55331
Re: Opposition to tax or levy increases
Dear Mayor and Council:
As Shorewood villagers, we are opposed to any hike in taxes and levy increase.
On spending, now that the City is largely developed with less than 8,000 residents many jobs
should be outsourced or, in the alternative, Shorewood should merge with other local small
communities. Shorewood residents should not put up with a City cost structure proportionally
greater than say, Minnetonka. There is no need for an in-house finance dept. or planning dept.
and the City certainly does not need another City engineer it recently tried to hire. Reductions
in full time staff will translate into no need for a renovated or new City hall. It was a mistake
for Mayor Love because of present low interest rates to go on a spending spree with three
major projects that should have been phased out over many more years, if at all. Even the
police budget was adversely affected. Our relative, Marietta Korpi, before she retired took
pride in keeping the police budget tight as should all taxpayer funded budgets.
On revenue, Mayor Love's lack of leadership on tightening the budget undoubtedly comes
from him being a realtor with rose tinted glasses that home values will not drop. We grew up
in the Great Depression and went through many subsequent boom and bust cycles which
surely will repeat. Indeed, in 1968 home prices, hence tax valuations, were far below that of
prior years. It took over 10 years to break even on home prices. That was forgotten by the
Village and the City over spent caused another financial crisis by 1983. This is what the City
of Excelsior referenced recently in stating it helped "bail Shorewood out".
On demographics, raising taxes will damage Shorewood's healthy demographics and future.
Many retired homeowners will be forced out and young diverse families precluded obviously.
It is hypocrisy to spend on parks to tax preclude the families most likely to use.
Finally, no Councilmember but one received a true mandate, certainly not to raise taxes, from
the voters. Mayor Love was first elected by approximately 36 votes which were undoubtedly
reversed due to the 11 th hour campaign tricks he endorsed. In contrast, Councilman Wellens
has a mandate; in 1996 he ran a vigorous campaign and in 2004 his challenger withdrew.
Sincer.~IY~7
//1 );L.,6~b'
The Johnsons
CITY F SHORE OOD I
MINNESOTA
2006 PROPOSED
ANNUAL OPERATING BUDGET
TRUTH-IN-TAXATION PUBLIC HEARING
December 5 I 2005
CITY OF SHOREWOOD
2006 PROPOSED BUDGETS
TABLE OF CONTENTS
PAGE
INTRODUCTION
Budget Message
1-6
SUMMARY INFORMATION
Preparation Calendar for 2006 Budget
Summary of Proposed 2006 General Fund Budget
Organizational Chart
7
8-9
11
GENERAL FUND
Revenues
Summary of Estimated 2006 Revenues
15
Expenditures
Summary of 2006 Proposed Expenditures
17
Departmental Budgets
41110 - Mayor and Council
41300 - Administration
41400 - City Clerk
41410 - Elections
41500 - Finance
41600 - Professional Services
41910 - Planning and Zoning
41940 - Municipal Building - City Hall
42100 - Police
42200 - Fire Protection
42400 - Protective Inspection
42700 - Animal Control
43010 - City Engineer
43050 - Public Works Service
43100 - Streets and Roadways
43125 - Snow and Ice Removal
43160 - Traffic Control/Street Lighting
43200 - Sanitation/Waste Removal/Weeds
43250 - Tree Maintenance
45200 - Parks and Recreation
18-19
20-21
22-23
24-25
26-27
28-29
30-31
32-33
34-35
36-37
38-39
40-41
42-43
44-45
46-47
48-49
50-51
52-53
54-55
56-57
T ABLE OF CONTENTS - Page 2 of 2
ENTERPRISE FUNDS
Water Fund-Operating
Proposed 2006 Revenues and Expenses
60-61
Water Fund-Debt Service
Proposed 2006 Revenues and Expenses
62-63
Sewer Fund
Proposed 2006 Revenues and Expenses
66-67
Recycling Fund
Proposed 2006 Revenues and Expenses
70-71
Stormwater Management Fund
Proposed 2006 Revenues and Expenses
74-75
Liquor Operations Fund
Proposed 2006 Revenues and Expenses
78-79
APPENDIX
81
2006 Proposed Budget & Levy
Page 2
Market Value Homestead Credit
The MVHC, scheduled to return in 2005, was again retained by the State for its own budget
fixes in the State's fiscal 2006-07 biennium (falling in the cities' calendar years 2005 and
2006). The City's scheduled MVHC revenue scheduled was approximately $73,000.
Tax Base
The City received preliminary information from Hennepin County indicating that the City's tax
base will increase 13.251'0 for Pay2006 taxes.
Transfers to Capital Improvement Funds
With the severe levy limits in place for 2004, the Council focused resources on delivering on-
going services and thus reduced capital improvement funds transfers. The proposed 2006
budget restores transfers to the Improvement Funds at levels similar to 2003:
2006 2005 2004 2003
Equipment Replacement 175,000 116,000 50,000 70,800
Street Reconstruction 345,000 311 ,000 183,500 200,000
Park Capital Improvement 10,000 10 ,000 10,000 185,000
Trail Capital Improvement 0 0 0 28,700
Public Facilities 50,000 50,000 50,000 89,600
Land & Open Space 5,000 5,000 5,000 0
Stormwater Management 25 ,000 7,000 25 ,000 35,000
$610,000 $499,000 $323,500 $609,100
Public Safety
Police and fire services are major components of the budget, and total approximately $1.5
million in 2006. For police, the City Council has approved the level of funding for 2006
recommended by the SLMPD Coordinating Committee: $715,806 (or 46.01'0 of the $1,556,100
needed in municipal payments). Several proposals have been under consideration for alternate
funding or services for SLMPD in 2006. Accordingly, there is $754,708, approximately 48.51'0
of SLMPD operations, available in the 2006 budget. The City's obligation toward the SLMPD
building lease is an additional $254,593. The budget for the Excelsior Fire District has been
approved by all of the member cities, and Shorewood's resulting contribution will be $538,278,
or $289,075 for operations, and $249,203 for facilities. Estimates for services provided by
the Mound Fire Department are $26,421, which is $17,891 for operations, and $8,530 for
facilities.
2
2006 Proposed Budget & Levy
Page 3
Public Works/Engineering
Council approved a major change in the Public Works department, by authorizing a separate
full-time City Engineer position, in the 2005 budget. Unfortunately, earlier this year,
candidates twice accepted employment offers but soon after, withdrew. The City continues
efforts to fill that position. We expect that the Council's priority to move ahead on the City's
infrastructure planning will be better addressed, along with the work needed to fulfill the
increasing number and scope of state and federal reporting mandates.
Municipal Facilities
The addition of an equipment/mechanic's bay at the Public Works Building would start late in
2006 and be completed in 2007. Funding for the planning and design ($60,000) is included in
the 2006 proposed budget, with funding for the balance of the $400,000 project to be
included with a bond sale in 2007. Planning activities for improvements to City Hall continues
during 2006, and a sale of bonds for construction could be planned for 2007.
Salaries and Insurance
The proposed budget provides for 2.01'0 economic adjustments on January 1 and July 1.
Increases for public works employees are yet to be set in the labor agreement with AFSCME
that will start in 2006. Total insurance premiums have been estimated to increase 10 percent.
Additional education reimbursement has also been programmed.
Technology Improvements
Council approved the acquisition of a document retrieval system in 2005. The goal is for all of
the City's documents to be stored in an archival-approved manner in digital form, and placed on
a database system, and with public Web access (subject to certain levels of security). The
structure of the system and scanning of documents has begun. Improvements proposed for
2006 include Document Imaging Weblink software for a total of $8,800.
The Finance accounting software; purchased in 1998-1999, is no longer being supported by the
manufacturer and needs to be upgraded. After reviewing several packages, it appears that
"Incode" by Tyler Technologies offers the best value. Accordingly, $45,000 has been
proposed for financial software replacement.
Park Programming
Funds are included to provide a four-performance series of summer concerts in Freeman Park.
City funding could be reduced, or more concerts offered, if there is private funding or
donations for them.
3
2006 Proposed Budget & Levy
Page 4
2005 ENTERPRISE FUND HIGHLIGHTS
Water Budget
The Water Fund budget is comprised of two parts: the Water Debt Service budget and the
Water Operating budget. The 2006 Water Debt Service budget includes payments for the
existing bond issues, including the 2005 issue for financing major water and well improvements
in 2005 and 2006. These debt service payments are programmed at approximately $375,000
and will be paid by a transfer from the Water Operating budget.
The 2006 Water Operating budget revenues are projected at $587,000 while expenses
(including depreciation) are forecast at about $1.9 million. This amount includes capital
expenditures to be funded from 2005 bond proceeds including: Amesbury Well enhancements;
Badger Well House reconstruction; Woodhaven Interconnection; Radio Read Meter project.
In order for the Water Funds to be self-supporting, to assure the system can provide for
improvements, and to preserve fund balance at current levels, a three-year step approach to
water rate increases was discussed and approved by the Council several years ago.
Based on that plan, no rate increases are proposed for 2006. There are currently 1,252 water
connections that use an average of 30,000 gallons per quarter. The 2006 budget includes
$8,000 for possible feasibility studies.
Sanitary Sewer Budget
The City currently has 2,824 connections to its Sanitary Sewer System. The Sanitary Sewer
Fund has a substantial fund balance that has enabled it to be used to fund projects such as the
Gideon Glen land acquisition and the recent residential purchase. These loans are being repaid
on schedule from the appropriate funds. Proposed revenues and expenditures for year 2006
are contemplated at approximately $1,096,000. Capital improvements of approximately
$142,000 are planned. Capital improvements for year 2006 include refurbishment of two (2)
Lift Stations,
In addition, funds have also been designated for Inflow & Infiltration Control and Reduction
projects ($100,000). The City was notified of an I & I surcharge program that the MCES
intends to implement starting in 2007. The City plans to conduct a study to determine the
extent of I & I mitigation required to avoid large surcharge payments that may start in 2007.
Stormwater Management Budget
The 2005 Stormwater Management Budget contemplates revenues of $188,000 and
expenditures of approximately $211,000. This includes operations and debt service payments
for the Gideon Glen land acquisition. Capital improvement projects anticipated include
4
2006 Proposed Budget & Levy
Page 5
completion of the MCWD's Gideon Glen Drainage Project ($183,300), to which the City is
contributing $70,000 in grant funds from the Metropolitan Council; and the Glen Road
Drainage Improvement project. The Council has indicated an interest in a Stormwater rate
study in 2006 to assure this fund continues to be self-supporting while providing for any
needed improvements.
Recycling Budget
The Recycling Budget draft contemplates revenues and expenditures of about $117,220. The
City anticipates again receiving approximately $21,000 from Hennepin County Grant Funds.
We note that the number of households participating in the recycling program remains stable
at about 1,100 households per month. Recycling tonnage averages 90-95 tons per month, or
approximately 1,100 tons per year, according to the City's contractor. Staff does not
recommend any additional rate increases at this time.
Liquor Operations
The City optimistically anticipates reasonable profit levels at its two municipal stores.
However, the 2006 budget has been prepared very conservatively. The Liquor Operations
Manager plans an emphasis on additional promotion and advertising to increase sales. The
newly created Shorewood Wine Club is an example of such efforts. The Waterford (East)
store is forecasted to show a small operating profit for 2006. Improvements programmed for
the East store include new countertops at the check-out area, painting, and possible new floor-
covering. The Shorewood Plaza (West) store continues to show profitability and the 2006
budgets reflect this. The Liquor Committee has reviewed the Liquor Operations budgets and
recommends approval of the budgets by the City Council.
CONCLUSION
The 2006 Proposed General Fund Operating Budget and levy were prepared according to the
priorities and direction from the City Council. Staff believes the 2006 budget provides a
responsible plan to balance the City's service delivery needs, infrastructure needs, and
financial position, while continuing to provide quality services to the residents of Shorewood.
Respectfully Submitted,
~~.
. Dawson
Clministrator / Clerk
Bonnie Burton,
Finance Director/Treasurer
5
6
CITY OF SHOREWOOD
Year 2006 Budget Schedule
Date Description
07/15/05 Budget worksheets distributed to staff and department heads.
07/18/05 Budget discussion and work-session (Council and Staff)
07/23/05 Completed budget worksheets due from staff.
08/22/05 General Fund Operating Budget work session (Council and Staff)
09/12/05 Regular Council meeting. Council adopts 2006 proposed budget and levy.
09/15/05 Proposed budget and levy must be adopted and certified to County Auditor
by this date. State form Payable 2006 PT Form 280 also to be submitted.
11/07/05 Enterprise fund budget work-session (Council and staff)
11/20-11/24 Counties to mail Notice of Proposed Property Tax by this date.
11/24/05 Budget hearing advertisement published in the official newspaper.
12/05/05 City initial budget truth-in-taxation hearing.
12/12/05 If required, the continuation budget truth-in-taxation hearing to be held on
this date.
12/12/05 Regular Council meeting. Final 2006 budgets and levy to be adopted.
12/30/05 Final levy and budgets must be certified to the County Auditor by this date.
State forms Payable 2006 Property Tax Levy Report and PT Form TNT2006
also due.
7
CITY OF SHOREWOOD
GENERAL FUND REVENUE AND EXPENDITURE SUMMARY
2006 PROPOSED BUDGET
Actual Actual Budget YTD Sept Requested Proposed Adopted $$ 'Yo
2003 2004 2005 2005 2006 2006 2006 Change Change
Revenues and Other Sources
Property Taxes 3,071,853 3,344,442 3,830,656 1,881,544 4,201,389 4,247,395 416,739 10.88%
Licenses and Permits 334,424 310,055 196,100 240,449 197,100 197,100 1,000 0.51%
Intergovernmental 65,782 73,065 65,000 91,918 65,000 65,000 0 0.00%
Fines and Forfeitures 88,949 81,841 62,000 54,663 70,000 70,000 8,000 12.90%
Charges for Service 48,689 44,169 42,265 35,928 43,000 43,000 735 1.74%
Miscellaneous Revenue 89,343 103,676 125,000 155,537 125,000 125,000 0 0.00%
Total Revenues 3,699,040 3,957,248 4,321,021 2,460,039 4,701,489 4,747,495 0 426.474 9.87%
Expenditures
General Government
Mayor and Council 93,693 60,373 113.493 45,321 112,793 112,793 (700) -0.62%
Administration 104,539 110,659 144 .444 93,m 148,209 148,209 3,765 2.61%
General Government 173,689 184,167 233,235 173,081 227,963 220,743 (12,492) .5.36%
Elections 6,006 13,817 600 831 37,618 45,323 44,723 7453.83%
Finance 127,064 148,776 194,684 130,672 241,172 241,172 46.488 23.88%
Professional Services 169,394 142,061 192,000 124,569 180,000 180,000 (12,000) -6.25%
Planning and Zoning 146,953 158,202 161,853 119,227 183,556 183,556 21.703 13.41%
Municipal Building 128,146 144,522 170.G15 76,650 183,000 183,000 12,985 7.64%
Total General Government 949.484 962,577 1,210,324 764,128 1,314,311 1,314.796 0 104,472 8.63%
Public Safety
Police 609,992 937,001 992,550 865,539 992,456 1,038,538 45,988 4.63%
Fire Protection 293,029 481,642 493,710 392,330 564,699 564,699 70,989 14.38%
Protective Inspection 86,958 101,306 111,303 77,478 115.G42 115,042 3.739 3.36%
Animal Control 19,900 20,971 24,000 18,300 26,000 26,000 2,000 8.33%
Total Public Safety 1,009,879 1,540,920 1,621,563 1,353,647 1,698,197 1,744,279 0 76,634 4.73%
Public Works
City Engineer 101,582 117,887 140,941 85,781 157,597 157,597 16,656 11. 82%
Public Works Services 225,940 249,445 379,195 208,539 408,326 422,949 43,754 11.54%
Streets and Roadways 104,045 126.456 174,000 104,989 175,934 175,934 1,934 1.11%
Snow and Ice Removal 40,013 36,700 64,817 25,439 69,792 69,792 4,975 7.68%
Traffic Control/Street Lights 34,478 33,651 40,000 25,928 42AOO 42,400 2,400 6.00%
Sanitation/Waste Removal 3,993 2,876 5,133 3,585 5.448 5,448 315 6.14%
Tree Maintenance 20,715 31,619 26,546 20,335 48,005 32,821 6,275 23.64%
Total Public Works 530,766 598,634 830,632 474,596 907,502 906,941 0 76,309 9.19%
Culture and Recreation
Parks and Recreation 451,793 166,864 209,502 121,095 221,479 221,479 11,977 5.72%
Total Culture and Recreation 451,793 166,864 209,502 121,095 221,479 221,479 0 11,977 5.72%
Total Expenditures 2.941,922 3,268.995 3,872.021 2.713,466 4,141,489 4.187,495 0 315,474 8.15~c
Total Revenues Over (Under)
Expenditures 757.118 688,253 449,000 (253,427) 560,000 560,000 0 111.000
8
CITY OF SHOREWOOD
GENERAL FUND REVENUE AND EXPENDITURE SUMMARY
2006 PROPOSED BUDGET
Actual Actual Budget YTD Sept Requested Proposed Adopted $$ /'0
2003 2004 2005 2005 2006 2006 2006 Change Change
Fund Transfers In
Liquor Fund 30,000 30,000 50,000 0 50,000 50,000 0 0.00%
Street Reconstr Fund 0 0 0 0 0 0 0 0.00%
Trail Fund 0 0 0 0 0 0 0 0.00%
Sewer Fund 25,000 0 0 0 0 0 0 0.00%
Water Fund 0 0 0 0 0 0 0 0.00%
Total Transfers In 55,000 30,000 50,000 0 50,000 50,000 0 0 0.00%
Fund Transfers Out
Equip Replacemt Fund (PW) 70,800 50,000 116,000 0 175,000 175,000 59,000 50.86%
Street Reconstr Fund 200,000 183,500 311,000 0 345,000 345,000 34,000 10.93%
Park Capital Imp Fund 185,000 10,000 10,000 0 10,000 10,000 0 0.00%
Trail Capital Imprvment Fnd 28,700 0 0 0 0 0 0 0.00%
Public Facilities Fund 89,600 50,000 50,000 0 50,000 50,000 0 0.00%
Land & Open Space Fund 0 5,000 5,000 0 5,000 5,000 0 0.00%
Storm water Mgmt Fund 35,000 25,000 7,000 0 25,000 25,000 18,000 257.14%
Total Fund Transfers Out 609,100 323,500 499,000 0 610,000 610,000 0 111,000 22.24%
Excess (Deficiency) of Revenues and
Other Financing Sources Over
Expenditures and Other Uses 203,018 394,753 0 (253,427) 0 0 0 0 (0)
Amounts to be Provided from
General Fund Balance 0 0 253,427 0 0 0 0
General Fund Balance January 1 2,157,978 2,546,472 2,941,223 2,941,223 2,941,223 2,941,223 2,941,223
General Fund Balance December 31 2,546,472 2,941,223 2,941,223 2,687,796 2,941,223 2,941,223 2,941,223
9
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12
CITY OF SHOREWOOD,
MINNESOT A
2006 GENERAL FUND BUDGET
December 5 I 2005
13
14
CITY OF SHOREWOOD
GENERAL FUND SUMMARY OF ESTIMATED REVENUES
2006 PROPOSED BUDGET
Actual Actual Adopted YTD Sept Proposed Adopted $ 'Yo
REVENUES 2003 2004 2005 2005 2006 2006 Change Change
Taxes
General Property 2,965,830 2,715,190 3,333,864 1,827,402 3,735,592 401,728 12.05%
Fiscal Disparities 106,023 117,020 0 54,142 0 0 0.00%
Special Levy 0 512,232 496,792 0 511,803 15,011 3.02%
Total Taxes 3,071,853 3,344,442 3,830,656 1,881,544 4,247,395 0 416,739 10.88%
License/Permits
Rental Housing 130 6,960 100 660 100 0 0.00%
Tobacco 2,250 1,750 2,500 750 2,500 0 0.00%
Alcoholic Beverages 8,450 8,200 8,200 8,200 8,200 0 0.00%
Others-Business 3,394 2,990 2,000 840 2,000 0 0.00%
Building Permits 314,684 285,593 180,000 227,193 180,000 0 0.00%
Tree Trimming Licenses 510 270 300 120 300 0 0.00%
Dog Li censes 4,306 4,192 2,500 2,586 3,500 1,000 40.00%
Others-Misc. 700 100 500 100 500 0 0.00%
Total License/Permits 334,424 310,055 196,100 240,449 197,100 0 1,000 0.32%
Inter-governmental Revenues
State Aids
Local Government Aid 0 0 0 0 0 0 0.00%
HACA 0 0 0 0 0 0 0.00%
Mkt Value Credit Aid 0 0 0 0 0 0 0.00%
PERA Aid 5,173 4,723 5,000 2,376 5,000 0 0.00%
MSA Road Aid 60,609 68,342 60,000 89,543 60,000 0 0.00%
Total State Aids 65,782 73,065 65,000 91,918 65,000 0 0
Total Inter-governmental 65,782 73,065 65,000 91,918 65,000 0 0 0.00%
Charges For Service
General Government 20,367 10,543 8,000 2,263 8,000 0 0.00%
Engineering (8,012) 2,616 9,265 0 5,000 (4,265) -46.03%
Recreation 36,334 31,010 25,000 33,665 30,000 5,000 20.00%
Total Charges For Service 48,689 44,169 42,265 35,928 43,000 0 735 1.66%
Fines & Forfeits 88,949 81,841 62,000 54,663 70,000 8,000 12.90%
Misc. Revenues 89,343 103,676 125,000 155,537 125,000 0 0.00%
Transfers
From Other Funds 0 0 0 0 0 0.00%
From Liquor Stores 30,000 30,000 50,000 0 50,000 0 0.00%
Total Transfers 30,000 30,000 50,000 0 50,000 0 0 0.00%
Total Revenues 3,729,039 3,987,248 4,371,021 2,460,040 4,797,495 0 426,474 9.76%
Other Funding Sources 0 0 0 0 0 0 0
Total Revenues $3,729,039 $3,987,248 $4,371,021 $2,460,040 $4,797,495 $0 426,474 9.76%
15
CITY OF SHOREWOOD
GENERAL FUND SUMMARY OF ESTIMATED REVENUES
2006 PROPOSED BUDGET
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 Levv - 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 Housinq 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.
INTERGOVERNMENT AL REVENUE:
Local Government Aid - the continuance of the discontinued Local Performance Aid. LGA was discontinued as of 2003.
Homestead and Aqriculture 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 inthe 1997 legislature to fund an mandated increase of 0.70'Yo 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 whichCi charge is collected such as assessment searches, map sale, planning fees.
Engineerinq - 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 2006, transfers from liquor funds.
FUND BALANCE - Fund Balance allocated for 2006 budget purposes.
16
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CITY OF SHOREWOOD
GENERAL FUND SUMMARY OF EXPENDITURES & TRANSFERS OUT
2006 PROPOSED BUDGET
Actual Actual Adopted YTD Sept Requested Proposed Adopted $$ 'Yo
2003 2004 2005 2005 2006 2006 2006 Change Change
Expenditures
General Government
Mayor and Council 93,693 60,373 113,493 45,321 112,793 112,793 (700) -0.62%
Administration 104,539 110,659 144,444 93,777 148,209 148,209 3,765 2.61%
General Government 173,689 184,167 233,235 173,081 227,963 220,743 ( 12,492) -5.36%
Elections 6,006 13,817 600 831 37,618 45,323 44,723 7453.83%
Finance 127,064 148,776 194,684 130,672 241,172 241,172 46,488 23.88%
Professional Services 169,394 142,061 192,000 124,569 180,000 180,000 (12,000) '-6.25%
Planning and Zoning 146,953 158,202 161,853 119,227 183,556 183,556 21,703 13.41%
Municipal Building 128,146 144,522 170,015 76,650 183,000 183,000 12,985 7.64%
- Capital Tsfr: Dffc. Equip. 89,600 50,000 50,000 0 50,000 50,000 0 0.00%
Total General Government 1,039,084 1 ,012,579 1,260,324 764,128 1,364,311 1,364,796 0 104,472 8.29%
Public Safety
Police 609,992 937,001 992,550 865,539 992,456 1,038,538 45,988 4.63%
Fire Protection 293,029 481 ,642 493,710 392,330 564,699 564,699 70,989 14.38%
Protective Inspection 86,958 101,306 111,303 77,478 115,042 115,Q42 3,739 3.36%
Animal Control 19,900 20,971 24,000 18,300 26,000 26,000 2,000 8.33%
Total Public Safety 1,009,879 1,540,920 1,621,563 1,353,647 1,698,197 1,744,279 0 122,716 7.96%
Public Works
City Engineer 101,582 117,887 140,941 85,781 157,597 157,597 16,656 11:82%
Public Works Services 225,940 249,445 379,195 208,539 408,326 422,949 43,754 11.54%
-Capital Tsfr: Equip/Strmw' 105,000 75,000 123,000 0 200,000 200,000 77,000 62.60%
Streets and Roadways 104,045 126,456 174,000 104,989 175,934 175,934 1,934 1.11%
-Capital Tsfr: Street Imprv 200,000 183,500 311,000 0 345,000 345,000 34,000 10.93%
Snow and Ice Removal 40,013 36,700 64,817 25,439 69,792 69,792 4,975 7.68%
Traffic Cntrl/Street Lights 34,478 33,651 40,000 25,928 42,400 42,400 2,400 6.00%
Sanitation/Waste Removal 3,993 2,876 5,133 3,585 ' 5,448 5,448 315 6.14%
Tree Maintenance 20,715 31,619 26,546 20,335 48,005 32,821 6,275 23.64%
Total Public Works 835,766 857,134 1,264,632 474,596 1,452,502 1,451,941 0 187,309 21.85%
Culture and Recreation
Parks and Recreation 451,793 166,864 209,502 121,095 221,479 221,479 11,977 5.72%
-Cap Tsfr: P Pk Imprv/Land 213,700 15,000 15,000 0 15,000 15,000 0 0.00%
Total Culture and Recreation 665,493 181,864 224,502 121,095 236,479 236,479 0 11,977 5.33%
Total Expenditures 3,550,222 3,592,496 4,371,021 2,713,466 4,751 ,489 4,797,495 0 426,474 11.87%
17
DEPT NO:
41110
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 proqrams.
FUND:
101 General
DEPARTMENT: Mayor and Council
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.
OBJECTIVES:
_ 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
18
FUND: 101 DEPARTMENT: Mayor and Council DEPT 4111 0
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 13,564 13,564 13,733 16,793 12,595 16,793 16,793 0
Supplies/Materials 544 526 1,183 1,200 1,036 1,000 1,000 0
Support Services 77,282 46,779 45,457 65,500 31,595 55,000 55,000 0
Charges, Fees & Other 2,303 18 0 30,000 95 40,000 40,000 0
Capital Outlay 0 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 93,693 60,887 60,373 113,493 45,321 112,793 112,793 0
SERVICE INDICATORS'
Seminars, Conferences &
Schools Attended 5 5 5 5 5 5 5 5
Newsletters Published 12 12 12 12 12 12 12 12
No. of Council Mtgs. 24 24 24 24 24 24 24 24
No. of Workshops/Special 24 24 24 24 24 24 24 24
Agenda Items 500 500 500 500 500 500 500 500
Ordinances &
Resolutions Adopted 113 122 130 130 130 130 130
COST INDICATORS:
Expenditures 93,693 60,887 60,373 113,493 45,321 112,793 112,793 0
- Program Revenues
= Levy Dollars 93,693 60,887 60,373 113,493 45,321 112,793 112,793 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
19
DEPT NO:
41300
DEPARTMENT 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 qoals & objectives.
FUND:
101 General
DEPARTMENT: Administration
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.
OBJECTIVES:
_ 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
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step increases
Supplies/Materials:
Miscellaneous books & supplies
Support Services:
Labor Relations Associates Contract
Conference, mileage, meetings & seminars
Memberships to ICMA, MCMA, MAMA
20
FUND: 101 DEPARTMENT: Administration DEPT 41300
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2002 2004 2005 2005 2006 2006 2006
Staffing 98,716 103,766 108,416 129,344 85,959 136,009 136,009 0
Supplies/Materials 0 0 0 400 0 400 400 0
Support Services 5,823 6,587 2,242 12,700 6,166 11,800 11,800 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 0 2,000 1,652 0 0 0
Transfers 0 0 0 0 0 0 0 ~
TOTAL 104,539 110,353 110,659 144,444 93,777 148,209 148,209 0
SERVICE INDICATORS:
Council Mtgs/Work Sessions 48 48 48 48 48
Council Agenda Items 500 500 500 500 500
Public Safety Board Meetings 20 20 20 20 20
Public Safety Staff Meetings 14 14 14 14 14
Staff Meetings 52 52 52 52 52
COST INDICATORS:
Expenditures 104,539 110,353 110,659 144,444 93,777 148,209 148,209 0
- Program Revenues 0 0 0 0 0 0 0 0
= Levy Dollars 104,539 110,353 110,659 144,444 93,777 148,209 148,209 0
STAFFING:
Full Time:
Admistrator/Clk 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
21
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
- Assist in preparation of Employee Handbook
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step increases for full time employees,
part-time communications tech
part-time, temporary, general office support
part-time Web developer
Supplies/Materials:
Newlsetter and General Office Supplies
Newsletter and General Postage
Software upgrades/Misc. Publications
Support Services:
Travel, Conferences and Education
Publication of legal notices for all General Fund Depts
Council Recording Secretary
Newsletter Mail Service
City Code Book UpdateslVVeb Hosting
Documenet Destruction Service
Membership Dues
Capital Outlay:
Duplicator/Printer for Newsletter
Office Furniture and Fixtures
22
FUND: 101 DEPARTMENT: General Government/City Clerk DEPT 41400
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 128,277 126,512 143,456 141,875 101,906 145,948 137,978 0
Supplies/Materials 17,404 24,436 22,697 27,350 15,658 30,900 30,900 0
Support Services 25,044 20,741 13,548 23,710 10,256 28,315 29,065 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 2,964 3,456 4,467 40,300 45,261 22,800 22,800 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 173,689 175,145 184,167 233,235 173,081 227,963 220,743 0
SERVICE INDICA TORS:
No. of Elections held 0 0 0 2 2 0
No. of Ordinances 10 10 10 10 10 0
No. of Resolutions 120 120 120 120 120 0
Dog licenses issued 450 450 450 400 400 0
Other licenses issued 30 30 30 60 60 0
Council Agendas 48 48 48 48 48 0
COST INDICATORS:
Expenditures 173,689 175,145 184,167 233,235 173,081 227,963 220,743 0
- Program Revenues
= Levy Dollars 173,689 175,145 184,167 233,235 173,081 227,963 220,743 0
STAFFING:
Full time:
Exec Sec/Dep Clk .67 .67 .67 .67 .67 .60 .60
Parks Secretary .70 .70 .70 .70 .70 .70 .70
Secretary/Receptionist 0:25 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. 1.00 0.66 0.66 0.66 0.66 0.57
Website Main!. (Plan.Asst) 0.20 0.20 0.20 0.20
Temporary Receptionist
23
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
- Implement HAVA requirements
HIGHLIGHTS/COMMENTS'
Staffing:
.10 Exec See/Deputy Clerk
Election Judges
Supplies/Materials:
Misc. Office Supplies
Postage
Equpment Maintenance
General Supplies
Support Services:
Legal Notices
Travel - Mileage Reimb.
Printing (ballots, envelopes)
Capital Outlay:
HA V A required Election Equipment
Voting Booths (6)
Directional Signs
24
FUND: 101 DEPARTMENT: Elections DEPT 41410
BUDGET Actual Actual Actual Budget YTD Sept =lequested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 0 0 9,122 0 0 12,918 20,623 0
Supplies/Materials 3,216 0 2,529 600 831 3,400 3,400 0
Support Services 2,790 0 1,898 0 0 2,200 2,200 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 268 0 0 19,100 19,100 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 6,006 0 13,817 600 831 37,618 45,323 0
SERVICE INDICATORS'
No. of Elections held 2 0 0 2 2 0
COST INDICATORS:
Expenditures 6,006 0 13,817 600 831 37,618 45,323 0
- Program Revenues
= Levy Dollars 6,006 0 13,817 600 831 37,618 45,323 0
STAFFING:
Full time:
Exec Sec/Dep Clk 0.10 0.10
Part time:
Election Judges 35 35 40 40
25
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 OF ACTIVITY:
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 and update financial policies and procedures
- Coordinate the transition to GASB 34 financial reporting
HIGHLIGHTS/COMMENTS'
Staffing:
Includes step 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 ofExceHence Program
Submittal fee - GFOA Distinguished Budget Award Program
Bank & Broker service charges
Capital Outlay:
26
FUND: 101 DEPARTMENT: Finance DEPT 41500
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 117,031 137,883 136,487 163,684 118,003 174,972 174,972 0
Supplies/Materials 1,090 5,176 4,722 18,000 5,407 6,700 6,700 0
Support Services 7,888 5,359 7,035 10,500 6,677 12,000 12,000 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 1,055 3,098 533 2,500 586 47,500 47,500 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 127,064 151,517 148,776 194.684 130,672 241.172 241,172 0
SERVICE INDICATORS'
No. Monthly Statements 12 12 12 12 12 12 12
No. Accounts Payable
Checks Issued 2,500 2,500 2,500 3,800 3,800 3,800 3,800
Utility Bills Sent 11,000 11,000 11,000 11,500 11,500 11,500 11,500
No. of Payroll Checks
Issued 1,100 1,100 1,100 1,250 1,250 1,250 1,250
No. of Sp. Assess.
Rolls Maintained 23 23 23 23 23 23 23
COST INDICATORS:
Expenditures 127,064 148,776 194,684 130,672 241,172 241,172 0
= Levy Dollars 127,064 148,776 194,684 130,672 241,172 241,172 0
STAFFING:
Full time:
Finance Dir 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Sr Acctg Clerk .75 .75 .75 .75 .75 .85 .85 .85
Acctg. Clerk .5 .5 .5 .5 .5 .5
27
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.
OB.JECTIVES:
- Contain costs on contracted professional services
- Attempt to utilize mediation services to avoid litigation
HIGHLIGHTS/COMMENTS:
Supplies/Materials:
Supplies for City Assessor
Support Services:
Includes general legal fees and prosecutions, mediation services, assessing contract, annual audit services.
Charges and Fees:
28
FUND: 101 DEPARTMENT: Professional Services DEPT 41600
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0 0 0
Support Services 169,394 169,144 142,061 192,000 124,569 180,000 180,000 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 169,394 169,144 142,061 192,000 124,569 180,000 180,000 0
SERVICE INDICATORS:
No. of parcels 3,050 3,050 3,050 3,050 3,100 3,100 3,100
No. of litigations 5 5 5 5 2 2 2
No. of City Funds 22 22 22 22 22 22 22
COST INDICATORS:
Expenditures 169,394 169,144 142,061 192,000 124,569 180,000 180,000 0
- Program Revenues 0 0 0 0 0 0 0 0
= Levy Dollars 169,394 169,144 142,061 192,000 124,569 180,000 180,000 0
Other Dollars
STAFFING:
29
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:
30
FUND: 101 DEPARTMENT: Planning & Zoning DEPT 41910
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002. 2003 2004 2005 2005 2006 2006 2006
Staffing 128,405 141,216 148,955 143,468 110,502 165,751 165,751 0
Supplies/Materials 842 994 916 1,475 648 1,925 1,925 0
Support Services 16,961 10,819 8,332 14,510 5,263 13,580 13,580 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 745 2,076 0 2,400 2,813 2,300 2,300 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 146,953 155,105 158.202 161,853 119,227 183,556 183.556 0
SERVICE INDICATORS'
No. of zoning apps. 20 20 20 20 20 20
No. of zoning complnts 20 20 20 25 25 25
Planning Comm. Meetings 12 12 12 12 12 12
Planning Comm. Work
Sessions 12 12 12 12 12 12
COST INDICATORS'
Expenditures 146,953 155,105 158,202 161,853 119,227 183,556 183.556 0
- Program Revenues
Zoning Appl. Fees
Bldg. Permit Carryover
(from Prot. Inspection)
= Levy Dollars 146,953 155,105 158,202 161 ,853 119,227 183,556 183,556 0
STAFFING:
Full time:
Planning Dir .95 .95 .95 .95 .95 .95 .95
Planning Asst. .70 .70 0.80 1.00 1.00 1.00 1.00
Part Time:
Clerical
31
FUND:
101 General
DEPARTMENT MISSION:
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
insu ranee.
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
Special Assessments on City owned property
Sales and Use Tax Payments
Charges & Fees:
Capital Outtay:
Senior Community Center Payment
Transfers:
Public Facilities Fund - Office Equipment
32
FUND: 101 DEPARTMENT: Municipal Building - City Hall DEPT 41940
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 7,332 13,197 14,063 15,865 11,774 26,650 26,650 0
Support Services 82,228 98,160 93,444 115,600 27,332 117,800 117,800 0
Charges & Fees 0 37,544 0 0 0 0 0 0
Capital Outlay 38,586 1,938 37,544 38,550 37,544 38,550 38,550 0
Transfers 89,600 35,000 50,000 50,000 0 50,000 50,000 0
TOTAL 217,746 185,840 195,051 220,015 76,650 233,000 233,000 occ.O
SERVICE INDICATORS:
COST INDICATORS:
Expenditures
217,746 185,840 195,051 220,015 76,650 233,000 233,000
o
- Program Revenues
o 0
= Levy Dollars
217,746 185,840 195,051 220,015 76,650 233,000 233,000
o
Other Dollars
STAFFING:
33
FUND:
101 General
DEPARTMENT MISSION:
To provide a modem, flexible, full-service criminal
justice agency which is responsive to community
needs.
DEPARTMENT: Police
DEPT NO:
42100
QESCRIPTION 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.
The pro-rata share of costs and staff time for City of Shorewood is at 46.0%
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 $254,600,
which is approximately 58% of the total payment due.
OBJECTIVES:
HIGHLIGHTS/COMMENTS:
Supplies/Materials:
Upgrade civil defense sirens (two sirens - 2006)
Support Services:
Police services contract for 2006
Prisoner expense, court officer expense, & booking fees
Annual Police Reserve Dinner
34
FUND: 101 DEPARTMENT: Police DEPT 42100
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 0 0 165 0 0 0 0 0
Support Services 609,193 630,909 671,236 722,050 606,135 719,856 758,758 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 152,052 265,600 270,500 259,404 272,600 279,600 0
Transfers 800 0 0 0 0 0 0 0
TOTAL 609,993 782,961 937,001 992,550 865,539 992,456 1,038,358 . 0
SERVICE INDICATORS'
Initial complaint reports 6,611 6,174 6,174 6,174 Pending Pending Pending
Clearance rate - ICR's 100% 100% 100% 100%
Part I crimes (serious) 204 189 189 189
Part II crimes (other) 634 717 717 717
Clearance rate (Parts 1 & II) 67% 58% 58% 58%
Statewide clearance rate 45% 46% 46% 46%
Citations issued 6,924 5,591 5,591 5,591
Police vehicles 9 9 9 9
Shorewood demand
COST INDICATORS'
Expenditures 609,993 782,961 937,001 992,550 865,539 992,456 1,038,358 0
- Program Revenues
Fines 88,949 81,841 62,000 54,663 70,000 70,000
= Levy Dollars 551,753 782,961 855,160 930,550 810,876 922,456 968,358 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 2.00 2.00 2.00
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 1.00 1.00 1.00 1.00 1.00
Office Specialist (part time) ** 2.00 2.00 2.00 2.00 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
35
FUND:
101 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 2006 debt service payment is $249,203.
OB,JECTIVES:
HIGHLIGHTS/COMMENTS:
Support Services:
Fire contracts with Mound and Excelsior Fire District
36
FUND: 101 DEPARTMENT: Fire Protection DEPT 42200
BUDGET Actual Actual Actu al Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0 0 0
Support Services 293,029 251,912 235,010 256,418 220,079 307,496 307,496 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 147,008 246,632 237,292 172,250 257,203 257,203 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 293,029 398,920 481,642 493,710 392,330 564,699 564,699 0
SERVICE INDICATORS'
Fire calls 125 135 135 Pending 125 125
Rescue calls 179 125 125 180 180
Inspection hours 25 25 25 25
Investigation hours 35 35 35 35
Other hours * 400 400 400 400
Cost of emergency
response 463,771 475,839
Cost of inspection/
investigation 17,871 17,871 17,871 17,871
* includes plan review, paper work, complaint investigation, tank removals, burning permits, etc.
COST INDICATORS'
Expenditures 293,029 398,920 481,642 493,710 392,330 564,699 564,699 0
- Program Revenues 0 0 0 0 0 0 0 0
= Levy Dollars 293,029 398,920 481 ,642 493,710 392,330 564,699 564,699 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
Captain 2.00 2.00 3.00 3.00 3.00 3.00 3.00 3.00
Lieutenants 4.00 4.00 0.00 0.00 0.00 0.00 0.00 0.00
Fire Marshal (FIT) 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Training Officer 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Firefighters 37.00 37.00 41.00 41.00 41.00 41.00 41.00 41.00
37
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 at least
two handouts relative to building codes .
- Explore joint inspection possibilities with adjoining communities
- Enhance environmental inspections
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step 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:
38
FUND: 101 DEPARTMENT: Protective Inspection DEPT 42400
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 77,595 89,528 95,455 99,783 72,853 103,422 103,422 0
Supplies/Materials 361 89 777 300 162 400 400 0
Support Services 8,715 7,114 5,074 10,820 3,931 10,820 10,820 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 287 2,129 0 400 532 400 400 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 86,958 98,860 101,306 111,303 77,478 115,042 115,042 0
SERVICE INDICATORS'
No. of permits issued
New Homes 10 25 20 20 20 20
Additions/Other 475 790 600 600 600 600
Avg inspections/permit
New Homes 8-10 8-10 8-10 8-10 8-10 8-10
Additions/Other 2-8 2-8 2-8 2-8 2-8 2-8
Commercial/I ndustrial: 1
COST INDICATORS'
Expenditures 86,958 98,860 101 ,306 111 ,303 77,478 115,042 115,042 0
- Program Revenues
Building Permits 175,000 175,000 177,322 180,000 180,000 0
State Surcharges
Rental Housing Licenses 500 500 660 500 500
= Levy Dollars 86,958 98,860 (74,194) (64,197) (100,503) (65,458) (65,458) 0
STAFFING:
Full time:
Building Official 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Planning Dir .05 .05 .05 .05 .05 .05 .05
Planning Asst .30 .30 .30 .30 .30 .20 .20
Secretary/Recept .10 .10 .10 .10 .10 .15 .15
39
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:
HIGHLIGHTS/COMMENTS:
Staffing:
Supplies/Materials:
Support Services:
Animal control contracts with City of Orono and Claws, Paws & Hooves
Charges & Fees:
Capital Outlay:
40
FUND: 101 DEPARTMENT: Animal Control DEPT 42700
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0 0 0
Support Services 19,900 19,495 20,971 24,000 18,300 26,000 26,000 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 19,900 19,495 20,971 24,000 18,300 26,000 26,000 0
SERVICE INDICATORS:
No. of Animal Complaints 47 50 50 42 50 50 50
COST INDICATORS:
Expenditures 19,900 19,495 20,971 24,000 18,300 26,000 26,000 0
- Program Revenues
= Levy Dollars
STAFFING:
Full time:
19,900 19,495 20,971 24,000
18,300
26,000 26,000
o
41
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 FIT Clerical
Supplies/Materials:
Computer maintainance/Upgrade
Books, Materials and Software
Support Services:
Contractual engineering for 2006
Contractual engineering technical assistance
Cellular phone Airtime & Pager
Conferences and mileage
Subscriptions and Memberships
Charges & Fees:
Capital Outlay:
42
FUND: 101 DEPARTMENT: City Engineer DEPT 43010
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 94,212 108,273 101,302 122,891 83,663 132,147 132,147 0
Supplies/Materials 196 420 839 1,350 336 1 ,450 1 ,450 0
Support Services 1,380 5,339 15,136 13,550 1,279 20,850 20,850 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 5,795 219 610 3,150 503 3,150 3,150 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 101,582 114,251 117,887 140,941 85,781 157,597 157,597 0
SERVICE INDICATORS:
City Engineer
Hrs spent on City Projects
Hrs charged to developers
COST INDICATORS:
Expenditures 101,582 114,251 117,887 140,941 85,781 157,597 157,597 0
- Program Revenues
Public Projects
Private Projects
Other
= Levy Dollars 101 ,582 114,251 117,887 140,941 85,781 157,597 157,597 0
STAFFING:
Full time:
City Engineer. 1.00 1.00 0.65 0.65 0.65 1.ob 1.00
Eng Technician 0.25 0.25 0.50 0.50 0.50
Clerical 0.25 0.25 0.25 0.25 0.25 0.25 0.25
Part time:
Clerical
43
FUND:
101 General
DEPARTMENT MISSION:
DEPARTMENT: Public Works Service
DEPT NO:
43050
Provide supervision and support for all public
works functions; provides for public works utilities,
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 - $60,000
Replacement Radios - $7,500
Transfers:
Transfer to Equipment Replacement Fund ($175,000 - 2006)
Transfer to Stormwater Management Fund ($25,000 - 2006)
44
FUND: 101 DEPARTMENT: Public Works Service DEPT 43050
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 166,852 165,723 178,292 281,335 151,572 239,701 254,324 0
Supplies/Materials 34,320 32,707 39,150 44,500 33,046 55,950 55,950 0
Support Services 24,112 29,048 28,850 29,950 23,571 37,200 37,200 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 655 2,926 3,152 23,410 350 75,475 75,475 0
Transfers 105,000 100,000 75,000 141 ,000 0 200,000 200,000 0
TOTAL 330,940 330,403 324,445 520,195 208,539 608,326 622,949 0
SERVICE INDICATORS:
No of Gopher One calls 2,800 2,800 2,940 2,940 2,940 2,940 2,940 2,940
No of vehicle repairs 110 110 110 110 110 110 110 110
COST INDICA TORS:
. Expenditures 330,940 330,403 324,445 520,195 208,539 608,326 622,949 0
- Program Revenues
= Levy Dollars 330,940 330,403 324,445 520,195 208,539 608,326 622,949 0
STAFFING:
Full time:
Pub Wks Dir 0.10 0.10 0.10 0.75 0.75
Supervisor of Oper. & Maint. 1.00 1.00 1.00 1.00 .00 .00 .00
Lt Equip Oper 1.90 1.90 2.50 2.50 2.50 1.50 1.75
Clerical 0.25 0.25 0.05 0.05 0.05 0.05 0.05
Utility Maint. Operators .00 .00 .00 .67 .67
Utility Lead .25 .25
45
FUND:
101 General
DEPARTMENT MISSION:
DEPARTMENT: Streets & Roadways
DEPT NO:
43100
To maintain and upgrade City streets, parking areas
and storm water control systems in an efficient and
economical manner
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 Util. 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
46
FUND: 101 DEPARTMENT: Streets & Roadways DEPT 43100
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 62,839 55,335 74,773 122,000 68,738 108,534 108,534 0
Supplies/Materials 32,277 29,235 42,282 43,000 35,909 47,400 47,400 0
Support Services 8,930 7,546 9,402 9,000 342 20,000 20,000 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0 0
Transfers 200,000 200,000 183,500 311 ,000 0 345,000 345 , 000 0
TOTAL 304,045 292,117 309,956 485,000 104,989 520,934 520,934 0
SERVICE INDICATORS:
Miles of street
State 3 3 3 3 3 3 3
County 2 2 2 2 2 2 2
City - MSA 9 9 9 9 9 9 9
City - Local 49 49 49 49 49 49 49
Miles Sealcoated 5 5 5 5 5 5 5
Tons of patch material 1,380 1,380 1,380 1,380 1,380 1,380 1,380
COST INDICATORS:
Expenditures 304,045 292,117 309,956 485,000 104,989 520,934 520,934 0
- Program Revenues
MSA Maintenance 13,750 13,750 13,750 13,750 13,750 13,750
Transfer from Street Fund
Budgeted Reserve
= Levy Dollars 290,295 278,367 296,206 471,250 104,989 507,184 507,184 0
STAFFING:
Full time:
Lt Equip Operators 2.20 2.20 2.20 2.20 2.00 2.00 2.00 2.00
Util. Maint. Operators 0.33 0.33 0.33
47
FUND:
101 General
DEPARTMENT MISSION:
DEPT NO:
43125
Provide snow and ice control for public streets and
City owned parking lots to ensure the safe and
efficient movement of traffic
DEPARTMENT: Snow & Ice Removal
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
48
FUND: 101 DEPARTMENT: Snow & Ice Removal DEPT 43125
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 14,655 18,792 21,211 34,817 12,827 36,792 36,792 0
Supplies/Materials 25,358 21,629 15,490 30,000 12,613 33,000 33,000 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 0 0 0
Transfers 0 0 0 0 0 0 0 0
TOTAL 40,013 40,421 36,700 64,817 25,439 69,792 69,792 0
SERVICE INDICATORS:
Miles of street plowed 51 51 51 51 51 51 51
Tons of salt used 250 250 250 250 250 300 300
Tons of sand used 1,200 1,200 1,200 1,200 1,200 1,200 1,200
Manhours spent 1,000 1,000 1,000 1,000 1,000 1,000 1,000
No. of cul-de-sacs 88 88 88 88 88 88 88
plowed
COST INDICATORS:
Expenditures 40,013 40,421 36,700 64,817 25,439 69,792 69,792 0
- Program Revenues
MN Snow Removal Aid 0 0 0 0 0 0 0 0
= Levy Dollars 40,013 40,421 36,700 64,817 . 25,439 69,792 69,792 0
STAFFING:
Full time:
Lt Equip Oper (LEO) .50 .50 .50 .50 .50 .50 .50 .50
49
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 ControllSt 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 and Old Market Road
Street signs & posts
Support Services:
50
FUND: 101 DEPARTMENT: Traffic Control/Street Lighting DEPT 43160
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 0 0 0 0 0 0 0 0
Supplies/Materials 1,249 2,750 1,979 6,000 3,188 6,000 6,000 0
Support Services 33,229 33,914 31,672 34,000 22,740 36,400 36,400 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 34,478 36,665 33,651 40,000 25,928 42,400 42,400 0
SERVICE INDICATORS:
No of street lights 190 190 190 190 190 190 190 190
No of traffic signals 5 5 5 5 5 5 5 5
COST INDICATORS:
Expenditures 34,478 36,665 33,651 40,000 25,928 42,400 42,400 0
- Program Revenues
= Levy Dollars 34,478 36,665 33,651 40,000 25,928 42,400 42,400 0
STAFFING:
51
FUND:
101 General
DEPARTMENT MISSION:
DEPT NO:
43200
Provide for the general sanitation and cleanliness
of the City and provide for the treatment of noxious
weeds on City properties.
DEPARTMENT: Sanitation/Waste Rmv/Weeds
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
52
FUND: 101 DEPARTMENT: Sanitation/Waste Removal/Weeds DEPT 43200
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 1,138 362 0 633 538 648 648 0
Supplies/Materials 0 0 0 400 0 500 500 0
Support Services 2,854 6,163 2,876 4,100 3,047 4,300 4,300 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 3,993 6,525 2,876 5,133 3,585 5,448 5,448 0
SERVICE INDICATORS:
No of weed complaints 2 2 2 2 2 2 2
No of notices served
No of parcels sprayed 0 0 0 0 0 0 0
Miles/roadside sprayed 10 10 10 10 10 10 10
Spraying in Dollars 2,854 6,097 2,876 3,100 2,982 3,100 3,100
COST INDICATORS:
Expenditures 3,993 6,525 2,876 5,133 3,585 5,448 5,448 0
. Program Revenues
Fed Disaster Aid
= Levy Dollars 3,993 6,525 2,876 5,133 3,585 5,448 5,448 0
STAFFING:
53
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 citizens 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:
Supplies/Materials:
Small Tools
Paint for tree marking
Support Services:
Contracted tree and brush removal
Tree inspection certification
54
FUND: 101 DEPARTMENT: Tree Maintenance DEPT 43250
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 14,912 14,929 18,882 11,396 14,867 30,305 15,121 0
Supplies/Materials 369 206 1,048 1,800 64 2,700 2,700 0
Support Services 5,435 2,265 11,688 13,350 5,405 15,000 15,000 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 20.715 17,400 31,619 26.546 20,335 48,005 32,821 0
SERVICE INDICATORS:
No of trees removed 20 20 20 20 20 20 20 20
Yards of brush hauled 700 700 700 700 700 700 700 700
COST INDICATORS:
Expenditu res 20,715 17,400 31,619 26,546 20,335 48,005 32,821 0
- Program Revenues
= Levy Dollars 20,715 17,400 31,619 26,546 20,335 48,005 32,821 0
STAFFING:
U Equip Operator (LEO) .20 .20 '">" '">" .20 1::1"1 .25
.L.V .L.V .-.lV
55
FUND:
101 General
DEPARTMENT MISSION:
Maintain City parks, trails & beaches to ensure s
and enjoyable recreational amenities, and coordi
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
Buckthorn Removal. Program
Charaes & Fees:
Capital Outlay:
Dog Park Matching Funds - $5,000
Transfers:
Transfer to Park Capital Improvement Fund $10,000
Transfer to Land Conservation & Open Space Fund $5,000
56
FUND: 101 DEPARTMENT: Parks & Recreation DEPT 45200
BUDGET Actual Actual Actual Budget YTD Sept Requested Proposed Adopted
ITEM 2002 2003 2004 2005 2005 2006 2006 2006
Staffing 110,551 1 09,453 104,076 130,527 79,184 137,054 137,054 0
Supplies/Materials 10,367 9,273 11,341 14,600 7,997 13,250 13,250 0
Support Services 39,197 45,814 52,862 64,000 33,914 70,800 70,800 0
Charges & Fees 0 0 0 0 0 0 0 0
Capital Outlay 291,678 0 (1,415) 375 0 375 375 0
Transfers 213,700 30,000 15,000 15,000 0 15,000 15,000 0
TOTAL 665,493 194,539 181,864 224,502 121,095 236.479 236.479 0
SERVICE INDICATORS:
Acres of maint park 95.80 95.80 95.80 95.80 95.80 95.80 95.80
No. of ballfields
Softball 3 3 3 3 3 3 3
Baseball 5 5 5 5 5 5 5
No. of shelters 4 4 4 4 4 4 4
No. of hockey rinks 2 2 2 2 2 2 2
No. of skating rinks 3 3 3 3 3 3 3
Miles of Trails 2.75 2.75 2.75 2.75 2.75 2.75 2.75
Cost of maint per acre 1,327 1,316 1,217 1,493 957 1,561 1,561
No. of times rinks are
cleaned & resurfaced 80 80 80 80 80 80 80
No. of picnic tables 45 45 45 45 45 45 45
No. of Tennis Courts 4 4 4 4 4 4 4
COST INDICATORS:
Expenditures 665,493 194,539 181,864 224,502 121,095 236,479 236,479 0
- Program Revenues
Sports Organizations 12,000 12,000 See CIP See CIP
Tonka 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. 665,493 194,539 156,364 202,002 121 ,095 221,479 221 ,479 0
STAFFING:
Full time:
Lt Equip Oper/Foreman 1.60 1.60 1.50 1.50 1.50 1.50 1.50 1.50
Clerical .25 .25 .25 .25 .25 .33 .33 .33
Part time:
Clerical
Seasonal:
Summer 2.00 2.00 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 10.00 10.00
57
58
CITY OF SHOREWOOD,
MINNESOTA
2006 WATER BUDGET
December 5, 2005
59
SUBFUND:
Water Operations
MISSION:
To provide a safe, clean, uninterrupted
supply of drinking water to all City
residents connected to the City water system.
FUND:
Water
FUND NO: 601
DESCRIPTION OF ACTIVITY:
Responsible for operation and maintenance of seven (7) well systems, including all
pumps and well houses, maintenence of water tower and treatment plant, and
extension of new watermain and construction of new water facilities, as necessary.
OBJECTIVES:
- Supply a safe, clean uninterrupted source of water to all connections
- Explore possibility of interconnecting with other communities
HIGHLIGHTS/COMMENTS:
Revenues:
Estimated water sales based on quarterly billing at a tiered rate of $2.95 - $3.75/1,000 gallons
Connection and permit revenues
Miscellaneous Income includes interest income and Cellular Antenna Space Rentals
Water Revenue Bonds issued in 2005
Expenses:
Staffing:
.10 Senior Accounting Clerk
.125 Receptionist/Secretary
.25 Utility Lead Person
1.15 Utility Operator
Supplies/Materials:
Office Supplies, including billing forms and postage
Maintenance contracts for computer hardware and software
Maintenance of gate valves
Small tools and chemicals for water treatment
Support Services & Charges:
Engineering
Water Operations Licenses & Training
Insurance on water system
Water testing & Water Quality Reporting
Water system analysis
Capital Outlay: . .
Amesbury PolyphosphateSystem ($12,100 - 2006)
Amesbury Well control Replacement ($75,000 - 2006)
Woodhaven Well Inter-Connection with Chanhassen ($174,500 - 2006)
Boulder Bridge Submersable Well - Pull & Inspect ($21,000 - 2006)
Radio Read Meter project-($21 0,000 - 2006)
Interconnect of Amesbury & SE Area Wells ($626,400 - 2006)
Other:
Water Purchased from other communities
Meter purchases
Well utility charges
Transfers to Water Debt Service Fund
Depreciation (Non-cash expense accounts for future system replacement)
60
FUND: #601 DEPT # 49400
BUDGET Actual Actual Budget YTD Sept Proposed Adopted $$ 0/0
ITEM 2003 2004 2005 2005 2006 2006 Change Change
REVENUE
Charges for Service 447,867 508,037 467,200 217,160 516,000 0 48,800 10.45%
Bond Proceeds 0 0 1,200,000 1,473,300 0 0 (1,200,000) -100.00%
Misc. Revenue 71 ,193 82,855 71,000 58,390 71,000 0 0 0.00%
TOTAL REVENUE 519,061 590,891 1,738,200 1,748,850 587,000 0 (1,151,200) -66.23%
EXPENSES
Staffing 70,964 75,789 98,699 47,206 100,487 0 1,788 1.81%
Supplies/Materials 47,591 90,785 51,825 37,673 56,925 0 5,100 9.84%
Support Services & Charges 74,132 147,937 103,900 176,116 126,200 0 22,300 21 .46%
Capital Outlay 0 0 1,077,600 6,200 1,119,000 0 41 ,400 3.84%
Transfers 110,000 230,000 280,000 0 373,000 0 93,000 33.21%
Depreciation 181,113 184,468 190,000 122,374 185,000 0 (5,000) -2.63%
TOTAL EXPENSES 483,800 728,978 1,802,024 389,570 1,960,612 0 158,588 8.80%
SERVICE INDICATORS:
Miles of Water Line 16 16 16 16 16 16
No. of Connections 1,234 1,247 1,252 1,252 1,265 1,265
No. of Hydrants 222 252 272 272 280 280
Annual Gals Water Pumpec 183,707,000 167,392,000 175,000,000 188,509,000 188,509,000
Avg Daily Consump- gals 503,307 458,608 479,452 516,463 516,463
Water rate/1000 gals 1.95/2.75 2.95/3.75 2.95/3.75 2.95/3.75 2.95/3.75 2.95/3.75
CASH FLOW IMPACT:
Beginning Cash Balance 767,463 1,787,809 1,855,878 1,855,878 1,982,054 1,982,054
Revenues 519,061 590,891 1,738,200 1,748,850 587,000 0
Expenditures (483,800) (728,978) (1,802,024) (389,570) (1,960,612) 0
Depreciation 181,113 184,468 190,000 122,374 185,000 0
Construction of Infrastructure
Other Cash Flow Impacts 803,973 0 0 0 1,200,000 1
Ending Cash Balance 1,787,809 1,855,878 1,982,054 3,337,532 1,993,442 1,982,055
STAFFING:
Lt. Equip. Oper. .30 .30 .30 .30 1.15 1.15
Engineer. Tech. .25 .25 .25 .25 .25 .25
Acctg. Clerk .125 .125
Sec./Recep. .10 .10 .10 .10 .05 .05
. Source: Annual DNR reports
61
FUND: Water
MISSION:
To provide for the retirement of
debt incurred to construct water
system improvements.
SUB FUND: Water Debt Service
FUND NO: 601
DESCRIPTION OF ACTIVITY:
Responsible for the accumulation of resources for th~ retirement of Water Fund debt, and
for the periodic payment of principal and interest.
OBJECTIVES:
To assure adequate resources to retire debt as scheduled, or more quickly if prudent.
HIGHLIGHTS/COMMENTS:
Revenues:
Property Tax Levy for Debt Service
Special Assessments on Water Improvements
Connection Charges
Interest Income
Transfers from Water Operating Fund
Expenses:
Staffing:
Supplies/Materials:
Support Services:
Charges & Fees:
Capital Outlay:
Other:
Debt service payments - Principal and interest
Fiscal Agent Fees
62
FUND: #601 DEPT # 49400
BUDGET Actual Actual Budget YTD Sept Proposed Adopted
ITEM 2003 2004 2005 2005 2006 2006
REVENUE
Sp Assess/Connect Chgs 41,360 57,345 45,000 55,573 45,000 0
Misc. Revenue 22,206 28,049 35,000 22,468 30,000 0
Transfers 150,000 230,000 280,000 0 373,000 0
TOTAL REVENUE 213,566 315,394 360,000 78,041 448,000 0
EXPENSES
Staffing 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0
Support Services 0 0 0 0 0 0
Charges & Fees 0 0 0 0 0 0
Other - Debt Service 101,438 282,877 355,904 197,310 375,000 0
Capital Outlay 0 0 0 0 0 0
Transfers 0 0 0 0 0 0
TOTAL EXPENSES 101,438 282,877 355,904 197,310 375,000 0
SERVICE INDICATORS:
Outstanding Debt, Year End 1,730,000 1,730,000 1,545,000 1,545,000 2,610,000 2,610,000
CASH FLOW IMPACT:
Beginning Cash Balance 466,388 578,516 611,032 611,032 615,128 615,128
Revenues 213,566 315,394 360,000 78,041 448,000 0
Expenditures (101,438) (282,877) (355,904) (197,310) (375,000) 0
Ending Cash Balance 578,516 611,032 615,128 491,763 688,128 615,128
STAFFING:
63
64
CITY OF SHOREWOOD,
MINNESOTA
2006 SANITARY SEWER BUDGET
December 5, 2005
65
SUBFUND:
DEPT NO:
Sanitary Sewer
611
MISSION:
To provide a safe, sanitary sewer
service to all City residents
FUND:
Sanitary Sewer
DESCRIPTION OF ACTIVITY:
Major activities include maintenance of fourteen (14) lift stations, and cleaning,
televising and repairing sewer mains to control inflow and infiltration. Sewage
treatment is performed by Metropolitan Council Environmental Services (MCES) and is
provided for in this area.
OBJECTIVES:
_ Work with MCES to correct inflow and infiltration into the sanitary sewer system
_ Work with MCES to reduce sewage treatment costs to the City
- Refurbish two lift stations per year
HIGHLIGHTS/COMMENTS:
Revenues:
Quarterly Sewer service charges at $70.00 per quarter
Interest revenue from investment of Sewer Fund cash balances
Other permit and connection fee revenues estimated based on 15 new homes
Repayment of Interfund Loan from Stormwater Management Fund for purchase of Gideon Glen land
Expenses:
Staffing:
.10 Senior Accounting Clerk
.125 Receptionist/Secretary
.25 Utility Lead Person
1.15 Utility Operator
Supplies/Materials:
Office Supplies, including billing forms and postage
Maintenance contracts for computer hardware and software
Support Services:
Sewer Main Cleaning
Inflow & Infiltration Control
Insurance on sewer system
Legal & engineering services
Utilities
Travel & seminars
Charges & Fees:
Charges for sewage flow into City of Excelsior trunk mains
Metropolitan Council Environmental Services sewage treatment charges
Capital Outlay:
Refurbish Lift Stations 16 & 17 (2006)
Inflow & Infiltration Reduction
Transfers:
Debt Service Payment From Interfund Loan: Gideon Glen-2000 (Stormwater Fund); Residential Property Purchase-2005 (Genl Fund);
Depreciation (Non-cash expense accounts for future system replacement)
66
FUND: # 611 DEPT # 49450
BUDGET Actual Actual Budget YTD Sept Proposed Adopted $$ %
ITEM 2003 2004 2005 2005 2006 2006 Change Change
REVENUE
Charges for Service 891,804 937,304 840,500 477,888 890,000 0 49,500 5.89%
Transfers 0 0 33,000 0 205,700 0 172,700 523.33%
TOTAL REVENUES 891,804 937,304 873,500 477,888 1,095,700 0 222,200 25.44%
EXPENSES
Staffing 52,467 63,542 103,199 49,015 104,487 0 1,288 1.25%
Supplies/Materials 11,914 22,318 16,750 5,962 19,350 0 2,600 15.52%
Support Services & Charges 488,462 446,226 473,310 521,959 524,900 0 51,590 10.90%
Capital Outlay 0 0 246,900 0 242,000 0 (4,900) -1 .98%
Transfers 0 0 0 0 0 0 0 0.00%
Depreciation 203,538 203,394 205,000 153,051 205,000 0 0 0.00%
TOTAL EXPENSES 756,381 735,480 1,045,159 729,987 1,095,737 0 50,578 4.84%
SERVICE INDICATORS:
Miles of Sewer Line 57 57 65 65 65 65
No. of Connections 2,808 2,814 2,824 2,824 2,830 2,830
No. of Lift Stations 16 16 14 14 14 14
Sewer Charge 60.00 70.00 70.00 70.00 70.00 70.00
CASH FLOW IMPACT:
Beginning Cash Balance 2,823,305 3,104,580 3,548,050 3,548,050 3,581,391 3,581,391
Revenues 891,804 937,304 873,500 477,888 1,095,700 0
Expenditures (756,381 ) (735,480) (1,045,159) (729,987) (1,095,737) 0
Depreciation 203,538 203,394 205,000 153,051 205,000 0
Other Cash Flow Impacts (57,685) 38,252
Ending Cash Balance 3,104,580 3,548,050 3,581,391 3,449,001 3,786,354 3,581,391
STAFFING:
Sr. Acctg. Clerk .10 .10 .10 .10 .125 .125
Acctg. Clerk .20 .20 .20 .10 .10
Utility Operator/Utility Lead .20 1.10 1.10 1.10 1.10 1.10
Receptionist/Secretary .10 .05 .05 .05 .05 .05
Engineer. Technician .25 .25 .25 .25 .25
67
68
CITY OF SHOREWOOD I
MINNESOT A
2006 RECYCLING BUDGET
December 5, 2005
69
SUB FUND:
Recycling
MISSION:
To provide weekly pickup of recyclables
to all City residents; provide for the annual
pickup of household and yard wastes
FUND:
Recycling
FUNDNO: 621
DESCRIPTION OF ACTIVITY:
Weekly pick-up of newspaper, corrugated cardboard, recyclable plastics, glass and
metal, and other recyclable materials. Includes annual City curbside pickup of large household
items and brush, and operation of an annual brush/leaf composting drop-off site.
OBJECTIVES:
- Continue weekly pickup of recyclable materials
- Hold curbside pickup of household and yard wastes in the Spring of the year
- Provide a leaf and yard waste disposal site in Fall of the year
HIGHLIGHTS/COMMENTS:
Revenues:
County Aid is a Hennepin County grant
Charges for Service includes City Clean-up fees and a
City Recycling Fee of $1.75 per month per household
Tranfers/other includes transfers, interest income and revenue sharing from the Recycling Contractor
Expenses:
Staffing:
Miscellaneous staffing for City Clean-up and Yardwaste Disposal
Supplies/Materials:
Office Supplies
Support Services:
Recycling contract with E-Z Recycling - $2.35/household/month for 2,720 households
City Clean-up costs
70
FUND: #621 FUND: Recycling DEPT # 49550
BUDGET Actual Actual Budget YTD Sept Proposed Adopted $$ %
ITEM 2003 2004 2005 2005 2006 2006 Change Change
REVENUE
County Aid 21 A60 21,160 21,500 8 21,022 0 (478) -2.22%
Charges for Service 98,064 93,355 94,020 59,240 95,700 0 1,680 1.79%
Transfers/other 1,138 1,328 1,700 1,242 1,600 0 (100) -5.88%
TOTAL REVENUE & 120,662 115,843 117,220 60A91 118,322 0 1,102 0.94%
OTHER SOURCES
EXPENSES
Staffing 590 0 1,801 0 1,747 0 (54) -3.00%
Supplies/Materials 990 0 1,000 2,328 2,350 0 1,350 135.00%
Support Services & Charges 114,980 106,933 114,419 77,600 114,225 0 (194) -0.17%
Capital Outlay 0 0 0 0 0 0 0 0.00%
Transfers 0 0 0 0 0 0 0 0.00%
TOTAL EXPENSES 116,560 106,933 117,220 79,928 118,322 0 1,102 0.94%
SERVICE INDICATORS:
Est. Avg. mo. Participant Hsr 1,100 1,100 1,100 1,100 1,100 1,100
Avg. mo. Tonnage> 100 91 90 90 90 90
CASH FLOW IMPACT:
. Beginning Cash Balance 37,785 43,763 51,760 51,760 51,760 51,760
Revenues 120,662 115,843 117,220 60,491 118,322 0
Expenditures (116,560) (106,933) (117,220) (79,928) (118,322) 0
Other Cash Flow Impacts
Ending Cash Balance 43,763 51,760 51,760 32,323 51,760 51,760
> Annual Recycling Tonnage Reported:
2001 - 965 tons
2002 - 1,008 tons
2003 - 1,206 tons
2004 - 1,093 tons
71
72
CITY OF SHOREWOOD I
MINNESOT A
2006 STORMWATER MANAGEMENT BUDGET
December 5, 2005
73
FUND:
Stormwater Management
SUBFUND:
Stormwater Management
FUND NO:
631
DESCRIPTION OF ACTIVITY:
Activities include maintenance of storm sewer system, including cleaning of catch basins,
dredging of drainage ditches and retention ponds, and minor repairs to system problem areas.
Provides partial funding for larger subwatershed drainage projects.
OBJECTIVES:
To build and maintain a stable fund balance in order to facilitate council priorities and projects.
HIGHLIGHTS/COMMENTS:
Revenues:
Stormwater Management Utility Charges
Misc. Revenue includes interest income and other misc. revenue (antenna)
Transfers from the General Fund
Expenses:
Staffing:
.10 Light Equipment Operator
.05 Senior Accounting Clerk
Supplies/Materials:
Drainage Correction/Maintenance Materials
Support Services:
Engineering
Contractual Services for drainage correction ($15,000 - 2006)
Debt SelVice:
Repayment of Internal Loan to Sewer Fund for land purchase (Balance outstanding at end of 2005: $90,000)
Capital Outlay:
Glen Road Drainage Improvement ($25,000 - 2006)
Misc Stormwater Projects ($15,000 - 2006)
74
FUND: #631 DEPT # 49600
BUDGET Actual Actual Budget YTD Sept Proposed Adopted $$ 0/0
ITEM 2003 2004 2005 2005 2006 2006 Change Change
REVENUE
Grant Proceeds 0 0 183,300 0 70,000 0 (113,300) -61.81 %
Special Assessments 0 0 88,000 0 0 0 (88,000) -100.00%
Charges for Service 57,201 63,826 60,000 32,605 62,000 0 2,000 3.33%
Misc. Revenue 23,911 27,842 23,000 33,471 31,000 0 8,000 34.78%
Transfers 30,000 25,000 25,000 0 25,000 0 0 0.00%
TOTAL REVENUE & 111,111 116,668 379,300 66,076 188,000 0 (191 ,300) -50.44%
OTHER SOURCES
EXPENSES
Staffing 2,493 9,244 12,482 3,365 13,211 0 729 5.84%
Supplies/Materials 1,074 2,021 2,300 602 2,950 0 650 28.26%
Support Services 51,579 88,095 32,300 27,088 40,300 0 8,000 24.77%
Charges & Fees 0 0 0 0 0 0 0 0.00%
Other - Debt Service 8,877 37,397 35,918 0 44,438 0 8,520 23.72%
Capital Outlay 0 0 296,300 0 110,000 0 (186,300) -62.88%
Transfers 0 0 0 0 0 0 0 0.00%
TOTAL EXPENSES 64,024 136,757 379,300 31,054 210,899 0 (168,401 ) -44.40%
SERVICE INDICATORS:
CASH FLOW IMPACT:
Beginning Cash Balance 173,094 275,017 292,084 292,084 292,084 292,084
Revenues 111,111 116,668 379,300 66,076 188,000 0
Expenditures (64,024) (136,757) (379,300) (31,054) (210,899) 0
Other Cash Flow Impacts 54,835 17,067 0 0 0 0
Ending Cash Balance 275,017 292,084 292,084 327,105 269,185 292,084
STAFFING:
Lt. Equip. Oper.lForeman .10 .10 .10 .10 .10 .10
Sr. Acctg. Clerk .05 .05 .05 .05 .05 .05
75
76
CITY OF SHOREWOOD I
MINNESOTA
2006 LIQUOR OPERATIONS BUDGET
December 5, 2005
77
FUND:
Liquor (East & West)
MISSION:
To control the sale and distribution of
packaged alcholic beverages within the
City and to provide property tax relief
the use of operation profits.
SUBFUND:
FUND NO:
640
DESCRIPTION OF ACTIVITY:
Provides for the sale of packaged alcoholic beverages to the general public.
OBJECTIVES:
_ Effectively control the sale of packaged alcoholic beverages in the City
- Produce a reasonable net profit
HIGHLIGHTS/COMMENTS:
Revenues:
Estimated liquor sales for two stores.
Expenses:
Staffing:
1.00 Operations Manager
1.00 Assistant Managers
1.00 Full Time Clerks
.10 Senior Accounting Clerk
10.00 Part time Sales Clerks
Supplies/Materials:
Office Supplies, Bags, Postage
Services & Charges:
Finance and Auditing Services
General and Liquor Liability Insurance
Electric & Gas Utilities, and Refuse Hauling
Building Rental
Advertising
Credit Card Service Charges
Capital Outlay: - Waterford (East) Store - countertops, carpet, paint
Other Sources: Transfer in from Tonka Bay Store Reserves & Interest Income
Other Uses: Transfer to General Fund
78
FUND: # 640 SUBFUND: Liquor Operations (East & West) DEPT # 49750
BUDGET Actual Actual Budget YTD Sept Proposed Adopted $$ %
ITEM 2003 2004 2005 2005 2006 2006 Change Change
REVENUE
Sales 2,507,063 2,195,387 2,283,500 1,475,239 2,093,000 0 (190,500) -8.34%
Cost of Goods 1,829,854 1,608,759 1,678,740 1,036,322 1,535,363 0 (143,377) -8.54%
GROSS PROFIT 677,209 586,629 604,760 438,917 557,637 0 (47,123) -7.79%
EXPENSES
Staffing 302,702 255,867 281 ,267 170,078 257,808 0 (23,459) -8.34%
Supplies/Materials 11 ,325 10,011 7,150 7,100 7,600 0 450 6.29%
Services & Charges 232,728 225,179 222,820 184,847 232,470 0 9,650 4.33%
Depreciation 10,085 39,057 36,960 27,893 36,200 0 (760) -2.06%
Capital Outlay 40,000 4,286 21,500 0 4,000 0 (17,500) -81 .40%
TOTAL EXPENSES 596,840 534,399 569,697 389,918 538,078 0 (31,619) -5.55%
TOTAL OPERATING INCOME (LOSS) 80,369 52,229 35,063 48,999 19,559 0 (15,504) -44.22%
Other Sources 10,680 8,521 20,000 9,214 32,400 0 12,400 62.00%
Other Uses 30,000 30,000 50,000 3,676 50,000 0 0 0.00%
NET INCOME (LOSS) AFTER TSFRS 61,048 30,751 5,063 54,537 1,959 0 (3,104) -61.30%
SERVICE INDICATORS:
Gross Profit as a % of Sales 27.01% 26.72% 26.48% 29.75% 26.64% #DIV/O!
Oper. Income as a % of Sales 3.21% 2.38% 1.54% 3.32% 0.93% #DIV/O!
CASH FLOW IMPACT:
Beginning Cash Balance 473,518 305,170 413,370 413,370 413,370 413,370
Net Operating Income/Loss 80,369 52,229 35,063 48,999 19,559 0
Depreciation 10,085 39,057 36,960 27,893 36,200 0
Other Cash Flow Impacts (183,816) 0 0 0 0 0
Ending Cash Balance $305,170 $413,370 $485,393 $490,263 $469,129 $413,370
STAFFING:
Full time:
Operations Manager 1.00 1.00 1.00 1.00 1.00 1.00
Assistant Manager 3.00 2.00 1.00 1.00 1.00 1.00
Full Time Clerk 1.00 1.00 1.00 1.00
Sr. Acctg. Clerk .15 .10 .10 .10 .10 .10
Part time:
Sales Clerks 15.00 15.00 10.00 10.00 10.00 10.00
79
80
Notice of Proposed
Total Budget and Property Taxes
The Shorewood City Council will hold a public hearing on its budget and on the
amount of property taxes it is proposing to collect to pay for the costs of services
the City will provide in 2006.
SPENDING: The total budget amounts below compare the City's 2005 total
actual budget with the amount the city proposes to spend in 2006.
2005 Total Proposed 2006 Change from
Actual Budget Budget 2005 - 2006
$4,371,021 $4,747,495 8.6%
TAXES: The property tax amounts below compare that portion of the current
budget levied in property taxes in the City of Shorewood for 2005 with the
property taxes the City proposes to collect in 2006.
2005 Property Proposed 2006
Taxes Property Taxes
$3,830,656 $4,247,395
Change from
2005 - 2006
10.8%
LOCAL TAX RATE COMPARISON: The following compares the City's current
local tax rate, the City's tax rate for 2006 if no tax levy increase is adopted, and
the City's proposed tax rate for 2006.
2005
Tax Rate
29.824%
2006 Tax Rate if
NO Levy Increase
26.369%
2006 Proposed
Tax Rate
29.330%
Attend the Public Hearing
All Shorewood City residents are invited to attend the public hearing of the City
Council to express their opinions on the budget and on the proposed amount of
2006 property taxes. The hearing will be held on:
Monday, December 5, at 7:00 p.m.
Shorewood City Hall
5755 Country Club Road
Shorewood, MN
If the discussion of the budget cannot be completed, a time and place for
continuing the discussion will be announced at the hearing. You are also
invited to send your written comments to:
City of Shorewood, Finance Department
5755 Country Club Road, Shorewood, MN 55331
CITY OF SHOREWOOD - 2006 Proposed General Fund Budget
Tax Impact - City Portion
General Fund Proposed Levy: $4,247,395
Proposed
Home Tax 2006 2005 Dollar
Valuation Capacity City City Change
$ 150,000 1500 $ 440 $ 447 $ (7)
$ 200,000 2000 $ 587 $ 596 $ (10)
$ 250,000 2500 $ 733 $ 746 $ (12)
$ 300,000 3000 $ 880 $ 895 $ (15)
$ 350,000 3500 $ 1,027 $ 1,044 $ (17)
$ 400,000 4000 $ 1,173 $ 1,193 $ (20)
$ 450,000 4500 $ 1,320 $ 1,342 $ (22)
$ 500,000 5000 $ 1,467 $ 1,491 $ (25)
$ 550,000 5625 $ 1,650 $ 1,678 $ (28)
$ 625,000 6563 $ 1,925 $ 1,957 $ (32)
$ 700,000 7500 $ 2,200 $ 2,237 $ (37)
$ 750,000 8125 $ 2,383 $ 2,423 $ (40)
$ 1,000,000 11250 $ 3,300 $ 3,355 $ (56)
Property Taxation 101
This guide is intended to describe the basics of Minnesota's property tax system. This system
collected more than $5.1 billion in 2000 to help fund the services of the state's schools, counties,
. cities, townships, and special districts. One of the challenges of trying to understand this system is the
complex array of terms involved. As new terms are introduced in this guide, they are shown in italics.
A glossary at the end of the guide has short definitions of these terms.
Assessment and classification
The property tax system is a continuous cycle, but it
effectively begins with the estimation of property
market values by local assessors. Assessors attempt
to determine the approximate selling price of each
parcel of property based on the current market
conditions.
Along with the market value determination, a
property class is ascribed to each parcel of property
based on the use of the property. For example,
property that is owner-occupied as a personal
residence is classified as a residential homestead.
The "use class" is important because the Minnesota
system, in effect, assigns a weight to each class of
property. Generally, properties that are associated
with income production (e.g. commercial and
industrial properties) have a higher classification
weight than other properties.
The property classification system defines the
tax capacity of each parcel as a percentage of each
parcel's market value. For example, a $75,000 home
which is classified as a residential homestead has a
class rate of 1.0 percent and therefore has a tax
capacity of$75,000 x .01 or $750. (A sample of the
class rates are included in table A.)
[parcel market value] . * [class rate] = [parcet tax
capacity]
The next step in calculating the tax burden for a
parcel i~volves the determination of each local unit
of government's property tax levy. The city, county,
school district and any special property taxing
authorities must establish their levy by December 28
of the year preceding the year in which the levy will
be paid by taxpayers. The property tax levy is set
after the consideration of all other revenues
including state aids such as LGA and HACA.
[city budget] - [all non-property tax revenues] =
[city levy]
For cities within the seven-county Twin Cities
metropolitan and on the iron range, the levies are
reduced by an amount of property tax revenue
derived from the metropolitan and range area fiscal
disparities programs (see Fiscal Disparities 101 for
more information).
Local tax rates
Local governments do not directly set a tax rate.
Instead, the tax rate is a function of the levy and the
total tax base. To compute the local tax. rate, a
county must determine the total tax capacity to be
used for spreading the levies. The total tax capacity
is computed by first aggregating the tax capacities of
all parcels within the city. . Several adjustments to
this total must be made because not all tax capacity
is available for general tax purposes. The result of
this calculation produces taxable tax capacity.
Taxable tax capacity is used to determine the local
tax rates.
[city levy] I [taxable tax capacity] = [city tax rate]
The city tax rate is computed by dividing the city
levy (minus the fiscal disparities distribution levy, if
applicable) by the taxable tax capacity.. Under the
current property tax system, the tax rate is expressed
as a percentage. For example, the average 2000 city
tax capacity rate is approximately 29.6 percent. This
same calculation is completed for the county based
on the county's levy and tax base, the school district
and all special taxing authorities. The sum of the tax
rates for all taxing authorities that levy against a
single property produces the total local tax rate.
This total local tax rate is then used to determine the
overall tax burden for each parcel of property.
Parcel tax calculations
The property tax bill for each parcel of property is
determined by multiplying the parcel's tax capacity
by the total local tax rate. The tax statement for each
individual parcel itemizes the taxes for the county,
municipality, school district, and any special taxing
authorities.
[parcel tax capacity] * [total local tax rate] = [tax
capacity tax bill]
To complicate the tax calculations, voter-
approved referenda levies are applied to the market
value of each parcel, not tax capacity. As a result,
each identically-valued parcel, regardless of the
property's use, pays the same amount of referenda
taxes (with the exception of certain agricultural
property, which is taxed at a lower rate). In 2000,
three counties, 27 cities and 259 school districts
levied market value-based levies. These
communities must have a separate calculation for a
market value referenda levy by the total taxable
market value of each community.
[parcel market value] * [market value tax rate] =
[market value tax bill]
[tax capacity tax bill] + [market value tax bill] =
[total tax bill]
Property tax credits
Several tax credits for various types of properties are
available in certain instances. These amounts are
subtracted from the overall taxes for each parcel to
determine the net tax bill for the individual owner.
Minnesota also provides additional property tax
relief directly to individual homeowners, cabin
owners, and renters through the circuit breaker and
the targeting refundprograms~
Property tax intricacies
The technical details of computing property taxes
mask many othet intricacies of the property tax
system. Many communities over the past several
years have experienced situations where individual
property taxes rise much faster than the increase in
the levies that are certified by local units of
government.
The most common factor which results in an
increase in an individual parcel's tax is the change in
the parcel's estimated market value. Without any
change in local levies, a property owner can
experience a tax increase due almost exclusively to
any valuation increase.
The Legislature frequently changes the
classification system. Changes to the classification
system can shift property tax burdens from one type
of property to another. Table A demonstrates some
of the changes the Legislature made to class rates
from 1997 to 2000. Commercial, industrial, and
apartment properties received significant reductions
in their class rates. This shifts tax burden to other
classes of property that did not receive class rate
reductions. In an effort to minimize the effect of
these shifts, the legislature reduced school levies
across the state and created the Education
Homestead Credit. For 2000, this credit will reduce
the school general tax levy by 83 percent for all
homesteads, up to a maximum of $390.
Economic factors that may affect broad classes
of property can also influence the overall tax
changes for individual parcels of property. For
example, in the early 1990s the metropolitan area
experienced major declines in the valuation for
commercial and industrial properties. These
valuation declines shifted taxes from property
classified as commercial and industrial to all other
types of property. Valuation declines also may have
accentuated the levy changes by local units of
government.
The 1993 requirement of applying new voter-
approved referenda levies to market value rather
than to tax capacity accentuates the tax increases for
certain classes of property like homesteadlresidential
and agricultural properties, which have low class
rates.
Legislative changes in state aid formulas can
also affect the revenue needed to be raised from the
property tax. The amount of money that is currently
shared with cities through the LGA and HACA
programs has increased more slowly than inflation
since 1989. When these revenue sharing programs
decline, cities must either cut services or raise their
only source of local tax revenue - the property tax.
This discussion is only a general overview of
the current Minnesota property tax system. Over
time, the system has become more complex and
difficult for taxpayers to understand. Unfortunately,
local officials must frequently explain how the
system works and take the blame for the complicated
features of the system. Local officials, however, can
only control local levy decisions. They have no
direct ability to modify the overall structure of the
tax system and are at the mercy of the Minnesota
Legislature.
HENNEPIN COUNTY TAXPAYER SERVICES DEPARTMENT. PROPERTY TAX. TAX ACCOUNTING. SETTLEMENTS
Proposed 2006 Property Tax Rate Breakdown
City or Town Rates
Tax Capacity Market
CityfT ownship and Code Rate Value Rate
Minneapolis 01 58.344% 0.02645%
Chanhassen 14 26.679% 0.04030%
Woodland 15 8.028%
Spring Park 17 36.682%
Greenwood 19 21.471%
Bloomington 20 33.790%
Brooklyn Center 22 47.015% 0.03869%
Edina 24 22.604% 0.00703%
Shorewood 26 29.331%
Golden Valley 28 43.318%
Hopkins 30 49.390%
Minnetonka 34 28.642% 0.01276%
Minnetrista 36 30.926%
Orono 38 15.324%
Plymouth 40 23.224% 0.00792%
Richfield 42 39.212%
Robbinsdaie 44 36.437% 0.02063%
Saint Louis Park 46 36.324%
Brooklyn Park 48 41.000% 0.02108%
Champlin 50 32.642%
Corcoran 52 29.328%
Crystal 54 38.864% 0.01313%
Dayton 56 42.517%
Deephaven 59 16.870%
Eden Prairie 61 29.802% 0.00739%
Excelsior 63 34.519%
Greenfield 65 45.888%
Hanover 67 42.952%
Hassan 68 24.860%
Independence 70 42.429%
Long Lake 72 38.592%
Loretta 74 35.069%
Maple Grove 76 30.258% 0.00763%
Maple Plain 77 42.455%
Medicine Lake 79 41.063%
Medina 80 16.083%
Minnetonka Beach 82 31.970%
Mound 85 37.629%
New Hope 86 42.045%
Osseo 88 30.638%
Rockford 90 41.996%
Rogers 92 42.399%
Saint Anthony 94 45.868%
Saint Bonifac/us 95 33.534%
Tanka Bay 97 18.175%
Wayzata 99 22.230% 0.01897%
School Rates
Tax Capacity Market
School District and Code Rate Value Rate
Minneapolis-Watershed 0.7.8 001 25.553% 0.10221%
Minneapolis-Watershed 3 001 25.589% 0.10221%
Minneapolis-Watershed 6 001 25.536% 0.10221%
Anoka Hennepin 011 21.250% 0.14587%
Waconia 110 30.093% 0.10909%
Watertown 111 34.098% 0.06360%
Hopkins 270 21.525% 0.13711%
Bloomington 271 16.318% 0.12293%
Eden Prairie 272 23.161% 0.17335%
Edina 273 19.218% 0.15435%
Minnetonka 276 22.976% 0.17724%
Westonka 277 10.528% 0.12983%
Orono 278 11.589% 0.11040%
Osseo 279 24.559% 0.17162%
Richfield 280 21.873% 0.05297%
Robbinsdale 281 29.529% 0.16339%
St Anthony 282 21.764% 0.21331%
5t Louis Park 283 21.222% 0.17096%
Wayzata 284 19.713% 0.11744%
Brooklyn Center 286 43.059% 0.08821%
Elk River 728 36.832% 0.15490%
Buffalo 877 29.273% 0.10980%
Delano 879 31.885% 0.09891%
Rockford 883 37.867% 0.04039%
Rockford (City of Rockford) 883 37.610% 0.04039%
County Rates
Tax Capacity
CityfTownship Rate
Minneapolis-Watershed 0,7,8 36.445%
Minnepolis-Watershed 3 36.471%
Minneapolis-Watershed 6 36.433%
Rockford 40.793%
All other Cities and Towns 40.988%
Watershed Rates
Tax Capacity
Watershed and Code Rate
Nine Mile Creek 1 1.105%
Lower MN River 2 0.315%
Minnehaha Creek 3 1.072%
Riley Purgatory Bluff 4 0.787%
Rice Creek 5 2.058%
Middle Mississippi 6 2.400%
Bassett Creek 7 0.428%
Shingle Creek 8 0.072%
Sewer Rates
Tax Capacity
CityfTownship and Sewer Code Rate
Independence 01 0.945%
Minntonka 01 0.285%
New Hope 01 0.277%
New Hope 02 0.180%
Osseo 01 9.689%
Services
MEMO
L', ' l;~ ; ,: .,,;' ',: t", "ij
," '.: _I,.!- -"'. '''''''_ .
DATE:
November 28, 2005
TO:
Board of Commissioners
FROM:
Sandra Vargas, County Administrator
SUBJECT:
Background Information - Proposed Tax Notices (TNT)
The proposed tax notices (TNT) must be received after November 10 and mailed
by November 23 in 2005. As in past years, the net tax changes vary greatly from
city to city, depending on changes to market values, and levies. Constituent
questions regarding tax rates and tax calculations can be referred to the tax
information line - 612-348-3011. Questions regarding values or homestead
classifications can directed to the county assessor - 612-348-3046.
CLASS RATES, LIMITED VALUES, AND LEVY LIMITS
The class rates for residential and commercial property remained unchanged for
taxes payable in 2006: residential and single family non-homestead class rates
are 1% for the first $500~000 and 1.25% for the value over $500,000;
commercial class rates are 1.5% on the first $150,000 and 2.0% on the balance
of the market value. The 2005 legislative session saw the return of the 40
classification for qualifying low-income rental housing. Qualifying property will
have a class rate of .75%. The class rate for all other apartments remains 1.25%
of market value.
Legislation was also passed in 2005 which delays the ultimate sunset of limited
market value. A two year extension to the phase-out period provides that the
limitation on taxable value increases for taxes payable in 2006 and 2007 (2005
and 2006 assessments) will be equal to the greater of 150/0 of the previous year's
limited value or 250/0 of the difference between the current year's full market
value and the previous year's limited value. These are the same rates that were in
effect for taxes payable in 2005 (2004 assessment). The phase-out will resume
for taxes payable in 2008 and 2009 (2007 and 2008 assessments). Limits on
taxable value increases will cease for taxes payable in 2010 (2009 assessment).
SCHOOL DISTRICT LEVIES
Changes to School District certified levies are shown in Appendix C. These
changes do not include school referendums that passed November 8, 2005.
Significant increases in some school districts are the result of additional levy
authority provided in the 2005 Education Finance bill.
SCHOOL DISTRICT REFERENDUMS
The school districts of Brooklyn Center, Hopkins, Orono, Richfield, St. Anthony-
New Brighton and Wayzata held referenda on November 8, 2005. Details of the
referenda can be found in Appendix A. The TNT notices did not include the
estimated additional taxes, but the notices did have a bolded announcement
stating that any approved operating referendum amounts have not been included
in the proposed tax. The final tax bill will include the additional taxes.
Cabins and agricultural land are exempt from paying market value based school
referenda.
CITIES
Changes to City certified levies are shown in Appendix C. The City of Eden Prairie
had four bond questions to be decided by referendum. Referenda for
improvements to the community center, parks and trail system passed and will
take effect for taxes payable in 2007. A referendum on improvements to the
community center swimming pool failed. The 2006 tax increase due to the
referenda that passed was not included on the TNT notices.
TAX DISTRIBUTION BY CLASS
In terms of tax capacity, the tax base of the county increased by 11.5% for taxes
payable in 2006.
The tax base of residential property increased by13.8%. This means that, as a
class, residential property will bear a greater share of the tax burden in 2006 than
they did in 2005. The impact of any levy increase on a residential property will be
accentuated by this shift. For example, residential property, on the whole, will
see a 6% increase in county tax this year due to a 4% increase in the levy and
the effect of ifs increased share of the tax base.
The tax base of commercial property has increased by 9%, less than the county
average. Therefore, as a class, commercial property will bear a lesser share of
the tax burden in 2006 than they did in 2005. The impact of any levy increase on
a commercial property will be mitigated by this shift. For example, as a class,
commercial property will see a 1.4% increase in county tax this year due to the
4% levy increase and the effect of it's decreased share of the tax base.
The tax base of apartments only went up by 2.3% this year, due to the
reinstatement of the 4d class. As a class, apartments will see a 4% decrease in
county tax this year, in spite of the 4% increase in the county levy.
CIRCUIT BREAKER/TARGETING
For 2006, many renters and homeowners will again be eligible to participate in
property tax refund program (circuit breaker). This year the maximum refund to
homeowners is $1,450. In order to be eligible for a refund the homeowner's
income must be less than $77,520.
For example, if one has a household income of $70,000 and property taxes of
$3,000, the refund would be $100; for an income of $40,000 and taxes of $2,000,
the refund would be $484; for an income of $20,000 and taxes of $2,000, the
refund would be $988 or nearly half of the total tax.
The targeting portion of the program offers relief no matter what the person's
income. If their taxes rose more than 12% and at least $100, the state will
refund 60% of any amount paid beyond the greater of those limits, up to a
maximum of $1,000.
The Minnesota Department of Revenue administers both the circuit breaker and
targeted form of Property Tax Refund.
TAX IMPACT ANALYSIS
With the tax calculations now complete, the Taxpayer Services Department is able
to analyze the changes in property taxes from payable 2005 to payable 2006. A
review of 244,808 single-family properties revealed that 58% (141,677) of homes
will see tax increases of 10% or more. 3% (8,441) of homes will see decreases
this year.
Appendix B contains the tax increases on a representative single-family property
by city, using the predominate school district in each city. If you have any
questions about the accompanying tables, please call Ken Rowe at 596-9124.
If you have specific requests or have any other questions, please call Pat
O'Connor at 348-4084 or Ken Rowe at 596-9124.
c: Richard Johnson
Melissa Booth
Pat O'Connor
APPENDIX A
SCHOOL DISTRICTS REFERENDUMS
Some school districts passed referenda in the November, 2005 general election.
The TNT notices will not include the additional taxes generated by these
referenda but will have a statement in bold font, in a box stating that any
approved referendum amounts have not been included on the notice. The final tax
bill will include the additional taxes.
+ School District 1 - Minneapolis. The district did not hold a referendum.
+ School District 11 - Anoka-Hennepin. The district did not hold a referendum.
+ School District 110 - Waconia. The district did not hold a referendum.
+ School District 111 - Watertown-Mayer. The district did not hold a referendum.
+ School District 270 - Hopkins. A referendum to increase the operating referenda
authority from $1,366.22 per pupil to a maximum of $1,821.54 per pupil passed.
+ School District 271 - Bloomington. The district did not hold a referendum.
+ School District 272 - Eden Prairie. The district did not hold a referendum.
+ School District 273 - Edina. The district did not hold a referendum.
+ School District 276 - Minnetonka. The district did not hold a referendum.
+ School District 277 - Westonka.
+ School District 278 - Orono. A referendum to increase the general education levy
authority by $520 per pupil failed. A school bond referendum to provide $4,965,000
for capital improvements failed. A school bond referendum to provide $26,185,000
for site acquisition and building improvements failed. A school bond referendum to
provide $7,500,000 for technology failed.
+ School District 279 - Osseo. The district did not hold a referendum.
+ School District 280 - Richfield A referendum to increase the operating referenda
authority by $546.38 per pupil passed. A referendum to increase the general
education levy authority by $252.00 per pupil passed.
+ School District 281 - Robbinsdale. The district did not hold a referendum.
+ School District 282 - St. Anthonv. A referendum to increase the operating referenda
authority from $1,536.60 per pupil to a maximum of $1,985 per pupil passed.
+ School District 283 - St. Louis Park. The district did not hold a referendum.
+ School District 284 -Wavzata A referendum to increase the general education
revenue authority by $629 per pupil passed. A school bond referendum to provide
$2,000,000 for technology passed.
+ School District 286 - Brooklvn Center. A referendum to provide levy authority of $595
per pupil failed.
+ School District 728 - Elk River. The district did not hold a referendum.
+ School District 877- Buffalo. The district did not hold a referendum.
+ School District 879 - Delano. The district did not hold a referendum.
. School District 883 - Rockford. The district did not hold a referendum.
APPENDIX B
% CHANGES IN TAXES/200S ACTUAL TO 2006 PROPOSED
MEDIAN VALUE RESIDENTIAL PROPERTIES BY CITY
CITY
2004 PAY 2005
TAXABLE TOTAL TAX
VALUE2 FINAL
2005 PAY 2006
TAXABLE TOTAL TAX
VALUE2 PROPOSED'
TOTAL
TAX
DIFF.
% CHANGE
TOTAL
TAX
BLOOMINGTON - S.D. 271 200,400 2,130 219,800 2,283 153 7.2%
BROOKLYN CENTER - S.D. 286}47,790.. 2,025 ...169,000. 2,349 324 16.0%
l~~~~Ei~~~t~!fiS:t?/:279,}T;"1~g:~gg:.!~\/ ;.~:~~~. ,,: ..... ~&g:.~gg ..:,.~:~~}" ......... ..~':i~~; .....,". "..~\~!o ..
CORCORAN - S.D. 877 248,400 2,853 265,000 2,944 91 3.2%
lB~Wb~~!i~~w:~:;~!;;<\~,;'i.; ":::;"::;;;'~[~:6~~';:;'<i:Ii;~~~IfF~;C:::;:~~~:g,~g~; . . :;'~:~'~'fii"', "'~~i': :::{i9~.~Qiito';;':'
r.g~$~~~~~~i$%f:f~:,:~r&?~!;::;:;C:' ' . . . . ...... .. 2 . . . . . .., . .. , .. " ..... ., . ..
EDINA _ S.D. 273 ....:,i~t:Ug.,;()\\,\:.i:~!~) . ...:...,:~~:g~g:.';;:.):t~~i~:X:-";'~'-';;:;:~1!:":\L~:fi"'i\~:~~::;:::
rEXc:.~~SroR. ~ S~~~ .276.. ,,,., ..~~..:.t.t~.......~......,g.:.,. ".!,.....:.:.i.....r.:\.;:...~:7.6...;,':..~,..,.....:!..,..:.;.:'.......:;.;:.;':.2.2...~....~.....:.~,g.......g....',~.:....? .. . -. . ... . .'. .. ." .... .," "
1~~~~~~i~tE't-~g:d~8~~~7()A;I,; 290,200 .. 3,201 324,000'; i>,!:.~~~,~~j{D' )}ji~g?2<"'" ]:E::;~~~:;.L: ..
l:H~N..;~Ff~t~;~~~~~?&;~i~}D;g,::if::\..:~,:i?,:d~i:~)$~~5;'~:i;-~:!;,:;i;~)$~~$.? .., ./i:~:&~~~:~~~:.: ". ';" " ..~'g;;:;];:j}~;\;\~::J~~~i;:EYX;:-;.. i.%~~X~:!1:.L!:
HASSAN TOWNSHIP - S.D. 728 251,000 2,862 286,000 ;,:~,;,i..:-_.",'c L3:4iL(~ 562 19.60/0
HOPKINS - S.D. 270 168,000. ." . ...2,050.. . .... 189,000.. . ." . 2,328.. . .... .278. " . .13.6%
fE~~W.~W~:~~~~~~$~}W:~::!.![D: F.;)'IB~~~:~~..\;;r:::;\d::;:~:'fiI~~:ji::~)~:!;!;:':.~;~:B6~J:\T.i;:::,;i(l~.:~~r;:rE:i~,:,:iY::';I:t~.::.;::::{.S}m{~i;{~':.~~~YY:.I:....
LORETTO- 5.0.879 .' . .' 206,150.. . .2,463 .. .214,500... .. 2,468 . 5 0.2%
[~Ag.~g.@~Q~$:,:;;,};;p:if:?Z~;:e~;,);:;E;;:S':\:t:i~.i.~;.69Ir~~::i.E;i:::f:::~;~:42:6..;h.;ii:;}Xt{,..);i\22.'7~;~b(j}iM:::;~~;:ii!:2;~.8'~;;;[S:::lG.:Vij:P!.:t5~(!.:0:!\:j;ij;;,~~;i;.::,:;:6.;4~~:ig;,:E'.::
MAPLE PLAIN - S.D, 278 201,800 1,998 219,850 2,280 282 14.1%
MEDIONE. LAKE- S.D. 284 ..... 433,800... ... . 5,390 .. ....... 498,870. '. . '.. 6,039 ... ..... 649 . ... .........12.0%
i;t1.~tjIfii}\{';~.:~~b;,::~78i,:::;.:::'..;:.{...:;::;.'....:\.':,.:;:'3:79;900 ,:;:,;:;:::;~:f{::..~.~~?~,,>':i.:!";:;':"[:;'f~$i~5.6~::::i;:":~;\'j;::3.;?i?;!~'I:r!.5j;.:;!i?A~4::;:';;j':.:i!";:.~ ::i:~~.':2.oJo' ..... .;"
MINNEAPOUS - S.D. 01 142,800 1,835 164,220 2,049 214 11.7%
MINNETONKA - S.D. 270 ..... .241,900 '. .... . ." 2,662. '.' ....266,800 .' ..... 2,919 . .}57 ....... . 9.7%
i;rfj1Nm;gfQ\'i\g~:~!3:~g8:;;~;,i:)::?t:EQ;:."(/..",i6Q:?jqp(j.;.!:'~'b:;:::':::.;~;.~'5:5:;~:;;::':'i:J;1,.6'69'?i:99.9.;.i::~~j::~j';},:.?;:f),2:i:{;,:1;:,lD:Lf;??$.':'.":j)"2:~';i':'X.:':{~?:?~I.~":". .,
MINNETRISTA - S.D. 277 377,700 4,041 418,050 4,223 182 4.5%
MOUND - S.D, 277 . . ......... 182,800 ... .. 1,971 ... .205,000.. . 2,102 . . 131 . 6.6%
!:t:!.~~~fflqp~;A~Xs.:J5.';!:;g~;~;:'KiT:c':!:':?:f;:;:iji';J~8jQ9,d...:';i;1::)~:i::,;';.i',g;4.8.3i::iJ;;~,.j:::;;;;i'2Q~f,6Q9:P.rD!t;:.rH:;~i!?74'..:;;,;'":'::.;.)':,:;;.;':f~:9..~t[:::{:;::nI~:h2,::;:1;z%..i2":.;::
ORONO - 5.0.278 428,300 3,865 494,300 4,307 442 11.4%
OSSEO - S.D. 279 . ... .... 160,100. .. 1,772 . 180,900 .'. .2,146 .. 374 21.1%
lRiSxf.-if9(j'TB}Yt,g..t);,;?-"$1:.;;:f(~rz/,:,."':;':....":.;?SOi.tldQ'j:;;n;:'.:.0(;12i~'78.,!. .... :'.;f.[2~9~$6(j"..:\:";':!;;{::.:l:?;;$.Z6...'Z(;;:~",:;C1)'::~.$,.,,;,:,(?:,,;;.;\::.,......:t8~(~:i;i:":"";
RICHFIELD - S,D. 280 175,100 1,924 197,000' 2,086 162 .. "8.40/~ ...
ROBBINSDALE-S.D.281.. 150,000 .1,797 ........ ...172,500 ..2:'089292............ 16,2%
t~ga~~~E.~~,~:p;I~~:3j:;~C;.., ". " ~~~:j~.~;.'" .;}t~F:..;<::i:}~~~:~~,g: ." ,{::'C~:~~~ii.:; ',: '. "':j,~~~!;::':::::,.. f1~:~i:,:;;.,
;~~:;~~~ttAgw:$:0'~f$;~~~~~Q;:'::,:;';\;ii;;i~~~K~::::1J;;D~~~:~~~:G,};;:~;, ,,:!~~$t~.gg< .,.. . ;i:;;~:~~~.;V'irF;:<...:;T:5~~, '.;,;'.,,: '},1;:.~~~: .,;';.
ST LOUIS PARK - S.D. 283 181,200 2,168 206,600 2,398 230 10.6%
SHOREWQOD-S.D. 276 ....... 328,450 4,036 362,000 . .' ." 4,258 .' . 222. .... 5.5%
is~,~Ni:i:R~gK<fi[$;D';i?77,;;~"Ti>;'h:;~/~Q9.:'; :,{~i590 ..... . ,.Pf?::'9.bo.J.;J' ;j;7'11'ijT .vF:;{}2f7 ~7,'::::",)'?;15%<' .'
TaNKA BAY - S.D. 276 371,600 4,175 428,000 4,625 450 10.8%
WAYZATA - S.D. 284. ...... 312,000 .'. 3,402 .... 358,400 '.' .3,705 .' .303 '.' 8,9%
r;w.9qt:jJt.;NpI:E$.;q':i~Z:6L.:fJ.;:;:;;\:';:;64?;~dp;:Tf;;:ji\.i:;?,p'~5i' .'" .';:':,726,896..';; . " i"':71:;7,~.: ...,\'!j;:;;T!.~:;.5i6' .. .,.::,':;:':1;.7,30(~'.T,i...
1 Does not include approved November 8, 2005 school district referenda
2 Taxable value for 2004 PAY 2005 Is the median value for each city. Taxable value for 2005 PAY 2006 is the lesser of
the median value or 115% of the 2004 PAY 2005 median value.
Revised 11{30{05
CHANGES TO CERTIFIED PROPERTY TAX LEVIES FROM 2005 TO PROPOSED 2006
COUNTY, CITIES AND SCHOOLS
TAXING DISTRICT
PAYABLE 2005 PAYABLE 2006 CHANGE IN
FINAL LEVY PROPOSED LEVY LEVY ($)
CHANGE IN
LEVY (%)
APPENDIX C
38,168,336
5.75%
BLOOMINGTON ISO 271
BROOKLYN CENTER ISO 286
~gr~ig:tl:Wi~~;l.P~?.i:'"
HOPKINS ISO 270
MINNEAPOlIs 15D001
M1NNETONKA 150276
ORONO ISD 278
bSSEO:i$]5279'>" "
RICH'FiELD ISO 280
ROBBINSOALE ISO 281
SAINt~N:rHONYISD 282
SAINT LOUIS PARK ISD 283
WAYZATA ISD 284
WESTONKA ISD 277
28,871,643
2,966,885
,.;. ;28,2,2:2,:05~:
23,917,055
28,385,998
111,099}802
26,050,690
5,624,905
49,66"9,424
10,736,276
39,805,060
3,334,784
17,417,716
28,593,101
7,253,204
31,484,739 2,613,096
3,425,730 458,845
",;35 ;8~2"i69Sr!::~:,l::;:',7 ;6ib,~'6M'.:.;(.~;
25,633,948 1,716,892
32,413,890 4,027,892
",' 12 i ,127;'50. 6",,;UEi;i,~ ,02 ii7,o~r,:,...' ',,;
28,006,472 1,955,782
6,815,410 1,190,506
" 56,434/586 '-6;765;162"
10,359,319 -376,957
43,539,128 3,734,068
4,10f\-;80'l 770,017
18,613,493 1,195,777
30,627,194 2,034,093
7,091,490 ' -161,714
9.05%
15.47%
:Z7:}J,9o,ro'
7.18%
14.19%
.,.'9.:9~%
7.51%
21.16%
" ;13:'620/~
-3.51%
9.38%
23.09%
6.87%
7.11%
-2.23%