082597 CC WS AgP
CITY COUNCIL WORK SESSION
CITY OF SHOREWOOD
, MONDAY, A,.UGUST 25, 1997
5755 COUNTRY. CLUBR.OAD
COUNCIL CHAMBERS'
IMMEDIATELY FOLLOWING -
REGULAR. . MEETING
AGENDA
1 . ,CONVENE WORK SESSION
A. Roll Call
B. Review Agenda
, ,
2 . INITIAL DISCUSSION ON PROPOSED 1998 .MUNI(;JJ'j.L""
OPERATING BUDGET (Att.#2 Finance Director's MemorandWn~)
Proposed Budget) .
3. ADJOURN
AG/E N D A
CITY COUNCIL WORK SESSION
CITY OF SHOREWOOD
TUESDA Y" AUGUST 2'~ 1997
1. CONVENE WORK SESSION
A. Roll Call
B. Review Agenda
2 . DISCUSSION REGARDING 1998 MUNICIPAL OPE.R.A;1'IM$
BUDGET
3. ADJOURN
....
CITY OF
SHOREWOOD
MAYOR
Tom Dahlberg
COUNCIL
Kristi Stover
Jennifer McCarty
Jerry O'Neill
John Garfunkel
5755 COUNTRY CLUB,ROAD. SHOREWOOD, MINNESOTA 55331-8927. (612) 474-3236
FAX (612) 474-0128. www.state.netlshorewood. cityha/l@shorewood.state.net
MEMO
TO:
FROM:
Mayor and Councilmembers
AI ROlelld Jim Hurr;;j
August 21, 1997
1998 Draft Budget... Work Sessions following 8/25 Council Meeting, if time
permits, and Tuesday, 8/26 at 7:30 p.m.
Enclosed for your review please find the 1st draft of the 1997 Draft Budget. This draft will be
discussed at our workshop on Monday night. It is our primary purpose to arrive at a
preliminary levy for 1998, which must be certified to Hennepin County by September 15.
Date:
RE:
The budget being submitted or your consideration assumes a growth in expenditures of 4.77%
from 1997. This includes the installment for the Senior Community Center Building, police
and fire contract increases, consideration of increased efforts in the Capital Improvement
Program funding and staff salary and benefit adjustments. The State Legislature has imposed
limits on the amount the City can increase its leVy over the next two years. The draft budget
proposes levying at this amount, resulting in an increase in the City's property tax levy for
1998 of 4.55%. The remainder of the increased expenditures will be funded through the use of
surplus fund balance.
The City's tax base, has grown by approximately 7.1% over the last year. Of this, about 4.7%
is due to increases on the existing tax base, or inflationary growth, and 2.4% is due to new
construction, or real growth. This means that the average current taxpayer would see an
increase in the City's property tax in 1998 of roughly 2.15% (4.55% increase in levy less
2.4% in real growth).
Staff feels that the draft budget and proposed levy are quite reasonable and, in fact, necessary
to continue to provide the level of quality services to residents orShorewood. There are a
number of items for the City Council to be aware of in reviewing the draft budget and proposed
levy. First, the budget was prepared according to priorities and programs which the Council
has identified. The budget allocates funding to achieve these priorities and maintain quality
programs. Second, the budget continues in the tradition of being fiscally conservative.
Increases in the public safety area ( police and fire protection, etc.) alone account for nearly
$63,000, or 80%, of the proposed increase in the levy. The remainder of the increase goes
toward maintaining and increasing efforts in the CIP, completing the update to the
comprehensive plan, continuing community communication efforts, salary and benefit
adjustments, and other programming needs.
Shorewood has also demonstrated its fiscal responsibility by maintaining or reducing what is
among the lowest tax rates in Hennepin County. Shorewood's tax rate ranks in the lowest
A Residential Community on Lake Minnetonka's South Shore
"\
25% of cities within the County. It should also be kept in mind that Shorewood's impact upon
the property tax bill is about 12% of the total taxes paid.
Another issue deals with use of the General Fund balance to finance a portion of the budget. It
is our recommendation that the fund balance not increase beyond its present level. Given the
healthy level of the general fund balance, a portion of our budget may be financed from our
fund balance, at least for the near term. We must, however, watch our fund balance closely in
the future as we near a minimum fund balance level (35% to 40% of current year budget per the
City's auditor).
We would like your feedback on these issues in addition to your comments on the budget
items. Please review the document and feel free to call us with any questions you may have.
If you have any other issues, we can research them and hopefully have some answers by
meeting time.
GENERAL FUND SUMMARY
1998 PROPOSED BUDGET
Actual Actual Budget YTD May Annual Proposed Adopted
.. 1995 1996 1997 1997 EST.97 1998 1998
Revenues and Other Sources
Property Taxes 1,489,822 1,569,653 1,705,251 1,705,251 1,782,818
Licenses and Permits 184,857 205,460 174,250 n,896 171,250 172,300
Intergovernmental 440,720 427,468 442,290 224,190 442,290 450,8n
Fines and Forfeitures 68,765 80,826 80,000 20,431 75,000 90,000
Charges for Service 20,505 45,244 65,000 23,748 66,500 71,500
Miscellaneous Revenue 143,335 129,102 96,500 45,893 96,500 106,500
Transfers 30,000 10.000 13,000
Total Revenues 2,378,004 2,457,753 2,573,291 392,158 2,556,791 2,686,995 0
General Fund Balance 60,000 70,344 71,898
Total Revenues and Other Sources 2,378,004 2,457,753 2,633,291 392,158 2,627,135 2,758,893 0
Expenditures
General Government
Mayor and Council 51,416 63,376 66,044 24,525 58,044 61,650
Administration 1 02,423 100,984 101,195 42,784 98,795 103,246
General Government 84,894 112,213 111,019 38,759 111 ,969 119,565
Finance 89,220 96,129 101,782 38,197 101,282 105,086
Professional Services 144,695 146,919 119,000 70,186 123,850 125,800
Planning and Zoning 95,895 97,548 101,386 38,315 97,946 109,546
Municipal Building 92,526 93,425 101,100 13,750 95,650 92,1 50
Total General Government 661,069 710,594 701,526 266,516 687,536 717,043 0
Public Safety
Police 442,515 467,676 502,155 234,608 502,505 558,106
Fire Protection 123,513 136,942 151,893 75,947 151,893 156,623
Protective Inspection 84,675 85,286 94,318 31,931 92,668 96,530
Total Public Safety 650,703 689,904 748,366 342,486 747,066 811,259 0
Public Works
City Engineer 62,195 71,876 89,049 28,047 90,899 100,956
Public Works Services 311,873 340,793 299,661 89,872 300,011 311,853
Streets and Roadways 378,421 396,920 439,355 31,967 439,255 464,105
Snow and Ice Removal 37,658 50,042 40,476 31,071 42,476 42,105
Traffic Control/Street Lights 35,476 37,567 37,500 12,960 37,500 37,500
SanitationlWaste Removal 4,352 4,619 4,612 1,762 5,010 .4,614
Tree Maintenance 14,204 16,853 21,535 4,579 21,465 22,692
Total Public Works 844,179 918,670 932,188 200,258 936,616 983,825 0
Culture and Recreation
Parks and Recreation 155,279 139,985 151,476 44,603 156,190 149,757
Total Culture and Recreation 155,279 139,985 151,476 44,603 156,190 149,757 0
-Miscellaneous
Capital Improvement 15,000 20,000 62,550 18,n1 62,542 62,550
Contingency 0 37,185 8,950 37,185 34,459
Total Miscellaneous 15,000 20.000 99,735 27,721 99,727 97,009 0
Total Expenditures 2,326.230 2.479,153 2,633,291 881 ,584 2.627.135 2,758,893 0
"
-
1997 ESTIMATED REVENUES
BUDGET COMMENTS: GENERAL FUND REVENUES
TAXES:
The City levies property taxes to finance the general
operating fund which provides municipal govemmental services
..
FISCAL DISPARITIES - Received with taxes above. In 1971, the legislature enacted
this law to allow municipalities to share in metropolitan commerciaVindustrial growth.
A percentage of commerciaVindustrial taxes are pOOled and distributed to communities
in the metropolitan area.
LICENSE/PERMIT FEES:
Rental Housing license Fees - license fees for rental housing units.
license is valid for a term of three (3) years.
liquor license Fees
Other Business licenses - Fees for refuse hauler and tree trimming licenses.
State Surcharge Collections - Surcharges collected on building permits equal to
0.5% of the improvement value.
Building Permits - Permit fee based upon valuation of structure according
to Uniform Building Code Schedule.
Dog licenses
Other Non-business - Horse permit and alarm permit fees.
INTERGOVERNMENTAL REVENUE:
METROPOLITAN COUNCIL PlANNING GRANT - a grant from the Metropolitan Council for 1998 for
land use and park and trail planning.
HOMESTEAD AND AGRICULTURE CREDIT AID (HACA)- A State credit which reduces the tax levy
PERA AID - A State aid approved in the 1997 legislature to fund an mandated increase of 0.70% in the
City's contribution to PERA.
LOCAL PERFORMANCE AID (LPA) - A State aid passed in the 1996 legislature which is given to
jurisdictions which certify that they are either developing or have already incorporated the use of
performance measurements in their budgeting process.
MSA ROAD AID (Became eligible for this aid as of 1/1190)
Aid provided by the State of Minnesota to cities over 5,000 in population to maintain
designated MSA roads.
CHARGES FOR SERVICES:
GENERAL GOVERNMENT
The City provides services to the public for which a charge is collected
such as assessment services, map sales. planning fees, etc.
ENGINEERING - 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,
special assessment searches, pop sales, and other miscellaneous revenues.
TRANSFERS FROM OTHER FUNDS - For 1998, $10,000 from Street Reconstruction Fund and $3,000 from Trail Fund
for Trail Plan
LIQUOR STORE TRANSFER - Profits from liquor operations.
FUND BALANCE - Fund Balance allocated for 1998 budget purposes.
.:12
..
SUMMARY OF ESTIMATED REVENUES
1998 GENERAL FUND BUDGET
Actual Actual Budget YTD May Annual Proposed Adopted
REVENUES: 1995 1996 1997 1997 EST -97 1998 1998
TAXES:
General Property 1,429,491 1,509,592 1,705,251 1,705,251 1,782,818
Fiscal Disparities 60,331 60,061
Special Levy
TOTAL TAXES 1,489,822 1.569,653 1,705,251 0 1,705,251 1,782,818 0
LICENSE/PERMIT:
Rental Housing 315 245 3,000
Surcharge Rebate
Alcoholic Beverages 8,150 8,150 8,150 8,150 8,150 8,150
Others-Business 1,100 2,525 1,500 225 1,500 1,500
State Surcharge 7,693 7.681 7,500 2,504 7,500 7,500
Building Permits 162,201 180,992 150,000 65,423 150,000 150,000
Tree Trimming licenses 120 210 100 30 100 150
Dog licenses 2,103 1,882 2,000 1,190 2,000 2,000
Others-Misc. 3,175 3,775 2,000 375 2,000 3,000
TOTAL LICENSE/PERMIT 184,857 205,460 174,250 77,897 171,250 172,300 0
INTER-GOVERNMENTAL REVENUES
FEDERAL AIDS
CDBG Grant
STATE AIDS
Local Gov't Aid
Metro Council Planning Grant 4,000
HACA 426,970 413,718 420,880 210,440 420,880 421 ,496
Local Performance Aid 7,660 7,660 9,131
PERA Aid 2,500
MSA Road Aid 13,750 13,750 13,750 13,750 13,750 13,750
Total State Aids 440,720 427,468 442,290 224,190 442,290 450,877 0
TOTAL INTERGOVERNMENTAL 440,720 427,468 442,290 224,190 442,290 450,877 0
CHARGES FOR SERVICE:
General Government 13,156 10,450 6,500 5,463 8,000 10,000
Engineering 27,911 49,500 15,285 49,500 52,500
Recreation 7,349 6,883 9,000 3,000 9,000 9,000
TOTAL CHARGES FOR SERVICE 20,505 45,244 65,000 23,748 66,500 71,500 0
FINES & FORFEITS 68,765 80,826 80,000 20,431 75,000 90,000
MISC REVENUES 143,335 129,102 96,500 45,893 96,500 106,500
TRANSFERS
From Other Funds 13.000
From Liquor Stores 30.000 10,000
TOTAL TRANSFERS 30,000 0 10,000 0 0 13,000 0
TOTAL REVENUES 2,378,004 2,457,753 2,573.291 392,159 2,556,791 2.686,995 0
OTHER FUNDING SOURCES:
FUND BALANCE 0 0 60.000 71.898
TOTAL REVENUES &
OTHER FUNDING 2,378,004 2.457,753 2.633.291 392.159 2.556.791 2,758.893 0
SOURCES
1~
--'
FUND:
General
DEPARTMENT MISSION:
The Mayor and City Council set policy for the City
and provide general direction to the Administrator in
policy implementation. The department budget
supports council development, information efforts and
special City associations and programs.
.
DEPARTMENT: Mayor and Council
DEPT NO: 51
DESCRIPTION OF ACTIVITY:
The City Council meets twice montly and in periodic special workshops to consider
and adopt legislative and administrtive policies that pertain to the services
provided to citizens.
OBJECTIVES:
- Televise all City Council meetings
. Inform citizens through monthly city newsletters
. Identify and address zoning issues for specific sites for senior housing projects
- Meet with Cooperative Services Study Task Force semi-annually
- Undertake a meaningful goal setting session during 1998
- As a follow up to the comprehensive plan update, undertake a city visioning process
HIGHLIGHTS/COMMENTS:
Staffing:
City Council Salaries
Supplies/Materials:
Awards and misc. supplies
Support Services:
Christmas Lake Milfoillnspections (2)
City Service Satisfaction Survey
Conferences and Seminars
Appreciation Function for City Volunteers/Staff
City Newsletters (12) & Council Brochure
Charges & Fees:
Lake Minnetonka Conservation District (LMCD)
Assn of Metro Municipalities
League of MN Cities
Misc. Subscriptions
Hennepin County Fair
Excelsior Fireworks
MN Mayors Association
FUND: #10 DEPARTMENT: Mayor and Council DEPT # 51
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 13,564 13,564 13,564 5,652 13,564 13,564 0
Supplies/Materials 830 1,503 1,200 460 1,200 1,200 0
Support Services 13,951 23,559 22,900 3,225 14,900 19,900 0
Charges & Fees 23,071 24,750 27,180 15,187 27,180 26,986 0
Capital Outlay 0 0 1,200 0 1,200 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 51,416 63,376 66,044 24,524 58,044 61,650 0
SERVICE INDICATORS:
Conferences &
Schools Attended .0 0 3 1 1 1
Newsletters Published 4 4 12 3 10 12
No. of Council Mtgs. 27 22 24 10 23 23
No. of Workshops/Special 11 12 24 20 20
Agenda Items 370 309 400 118 380 400
Ordinances &
Resolutions Adopted 135 140 140 46 110 140
COST INDICATORS:
Expenditures 51,416 63,376 66,044 24,524 58,044 61,650 0
- Program Revenues
= Levy Dollars 51,416 63,376 66,044 24,524 58,044 61,650 0
STAFFING:
Part time:
Mayor 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
-15
FUND:
General
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 goals & objectives.
DEPARTMENT: Administration
DEPT NO: 52
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:
- Complete annual citizen service evaluation (May survey)
- Take a leadership role in intergovernmental cooperative efforts
in the Lake Minnetonka area
- Review City objectives each quarter
- Coordinate subregional affordable housing issues
- Further develop Shorewood Improvement Program
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step increases
Supplies/Materials:
Maintenance contracts on computer equipment
Miscellaneous. books & supplies
Support Services:
Labor Relations Associates Contract
Conference, mileage, meetings & seminars
Charges & Fees:
Memberships to ICMA, MCMA, MAMA, MPELRA & Rotary
. "
~;-~
FUND: #10 DEPARTMENT: Administration DEPT # 52
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 95,053 93,895 91,520 37,784 91,520 95,046 0
Supplies/Materials 363 517 575 263 575 575 0
Support Services 6,192 5,871 8,400 4,082 6,000 6,900 0
Charges & Fees 815 701 700 655 700 725 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 1 02,423 100,984 101,195 42,784 98,795 103,246 0
SERVICE INDICATORS:
Council Meetings 27 33 24 34 23 23
Council Agenda Items 370 309 400 118 380 400
Park Comm. Meetings 11 9 12 8 20 20
Staff Meetings 50 39 52 20 50 52
COST INDICATORS:
Expenditures 102,423 100,984 101,195 42,784 98,795 103,246 0
- Program Revenues 0 0 0 0 0 0 0
= Levy Dollars 1 02,423 100,984 101,195 42,784 98,795 103,246 0
STAFFING:
Full Time:
Admistrator/Clk 1.00 1.00 1.00 1.00 1.00 1.00 1.00
Exec Sec/Dep Clk .50 .33 .33 .33 .33 .33 .33
FUND:
General
DEPARTMENT MISSION:
Provide staff support for the City Council including
preparation of agendas and meeting packets.
Responsible for City Clerk functions including
elections, records retention, notices and licenses.
DEPARTMENT: General Government
DEPT NO: 53
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. It also provides for general
reception and secretarial duties in the City offices, as well as the recording secretary for
City Council meetings. The Deputy Clerk is the official recordkeeper of minutes and permanent
records, and supervises all staff in this area. This department is responsible for all licensing
fuctions. It also oversees implementation of the City communications plan and provides for the
administration and maintenance of the city hall computer network.
OBJECTIVES:
- Update City Code in-house on an annual basis
- Implement archival computer system for documents in lieu of microfilming
- Continue to improve public relations by providing responses in a timely manner
and through expanded communications effort
- Continue to improve City newsletter quality
- Monitor and report on effectiveness of communications plan
- Develop orientation package for new commission members and staff
- Update existing personnel relationship policy handbook; update all job descriptions
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step increases and new full-time clerical position
Part time includes permanent part-time clerical employee
Seasonal includes Summer clerical and Election judges
Supplies/Materials:
Office supplies
Maintenance contracts for computers and office machines
Support Services:
Records retention of permanent documents
Conference, mileage and Seminars
Publication of legal notices for all General Fund Depts
Updates to city code
Council Recording Secretary
Computer Consulting and Training
Charges & Fees:
Memberships to IIMC, MCFOA & Municipals
Capital Outlay:
FUND: #10 DEPARTMENT: General Government Services DEPT # 53
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 60,275 78,669 79,519 27,205 79,519 83,715 0
Supplies/Materials 14,636 17,491 18,800 6,644 18,800 19,500 0
Support Services 9,814 14,868 14,750 4,841 13,450 13,850 0
Charges & Fees 169 185 200 70 200 200 0
Capital Outlay 0 1,000 0 0 0 2,300 0
Transfers 0 0 0 0 0 0 0
TOTAL 84,894 112,213 113,269 38,760 111,969 119,565 0
SERVICE INDICATORS:
No. of Elections held 0 2 0 0 0 2
No. of Ordinances 12 17 10 4 10 10
No. of Resolutions 123 123 130 42 100 130
Dog licenses issued 343 390 400 243 390 400
Other licenses issued 21 28 20 27 30 30
Council Agendas 42 33 36 34 42 36
COST INDICATORS:
Expenditures 84,894 112,213 113,269 38,760 111,969 119,565 0
- Program Revenues
Licenses 14,648 16,542 13,750 9,970 13,750 14,800
Sale of copies 660 815 800 258 800 800
= Levy Dollars 69,586 94,856 98,719 28,532 97,419 103,965 0
STAFFING:
Full time:
Exec Sec/Dep Clk .67 .67 .67 .67 .67 .67
Secretary/Recept .70 .70 .70 .70 .70 .70
Clerical 0.25 0.25 0.25 0.25
Part time:
Clerical .50 .50 1.00 1.00 1.00 1.00
Seasonal:
Summer Clerical 1.00 1.00 1.00 1.00 1.00 1.00
Election Judges 40.00 32.00
FUND:
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: 54
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, account 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 and submit to GFOA Distinguished Budget
Award Program
- Prepare CAFR for submittal to GFOA Certificate of Excellence Program
- Provide monthly reports to staff, quarterly reports to City Council
- Improve Capital Improvement Annual Budget format
- Review debt issues and make recommendations on debt structure
- Establish finanicial policies and procedures manual
- Implement Revised Chart of Accounts
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step increases
Supplies/Materials:
Computer supplies, checks & budget supplies
Maintenance contracts for computer and office equipment
Miscellaneous supplies
Support Services:
Conferences, Mileage, Meetings & Seminars
Publication of Financial Statements & Budgets
Charges & Fees:
Memberships to GFOA & MGFOA
Subscription to GFOA periodicals
Submittal fee - GFOA Certificate of Excellence Program
Submittal fee - GFOA Distinguished Budget Award Program
Bank & Broker service charges
Capital Outlay:
Office Chair
::{';
FUND: #10 DEPARTMENT: Finance DEPT # 54
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 80.642 87,919 90,632 36,364 90.132 93,486 0
Supplies/Materials 3,381 4,114 2,900 0 3,150 3,300 0
Support Services 4.512 3,452 7,400 1.598 7.200 7,200 0
Charges & Fees 685 644 850 235 800 800 0
Capital Outlay 0 0 0 0 0 300 0
Transfers 0 0 0 0 0 0 0
TOTAL 89,220 96.129 101,782 38,197 101,282 105,086 0
SERVICE INDICATORS:
No. Monthly Statements 12 12 12 5 12 12
No. Accounts Payable
Checks Issued 2,427 2,442 2,400 874 2,500 2,500
Utility Bills Sent 10.600 10,800 10,600
No. of Payroll Checks
Issued 1,157 1.245 1,200 495 1,250 1,250
No. of Sp. Assess.
Rolls Maintained 19 25 25 25 30 30
COST INDICATORS:
Expenditures 89,220 96,129 101,782 38,197 101,282 105,086 0
- Program Revenues
Interest Earnings 84.611 95.709 75,000 39,158 85,000 85,000
Sp. Assess. Searches 255 300 700 165 400 700
= Levy Dollars 4,609 420 26,782 (961 ) 16.282 20.086 0
STAFFING:
Full time:
Finance Dir 1.00 1.00 1.00 1.00 1.00 1.00
Sr Acctg Clerk .60 .60 .60 .60 .60 .60
FUND:
General
DEPARTMENT MISSION:
Provide contracted professional services to the City
including general legal, prosecution, financial
audit and property assessment.
DEPARTMENT: Professional Services
DEPT NO: 55
DESCRIPTION OF ACTIVITY:
This department provides for contracted legal, assessing and auditing services for the
City. Legal services include general counsel to the City Council, litigation and
prosecution of criminal misdemeanors. Assessing services provide property valuation
information for tax purposes. Audit services provide for the annual financial audit required
by Minnesota State Statutes.
OBJECTIVES:
- Contain costs on contracted professional services
- Attempt to utilize mediation services to avoid litigation
HIGHLIGHTS/COMMENTS:
Supplies/Materials:
Supplies for City Assessor
Support Services:
Includes generallegaJ fees and prosecutions, mediation services, assessing contract
and annual audit services
FUND: #10 DEPARTMENT: Professional Services DEPT # 55
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 0 0 0 0 0 0 0
Supplies/Materials 817 1,101 1,000 701 1,000 1,000 0
Support Services 143,878 145,818 118,000 69,486 122,850 124,800 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 144,695 146,919 119,000 70,187 123,850 125,800 0
SERVICE INDICATORS:
No. of parcels 2,895 2,925 2,950 2,965 2,970 2,980
No. of litigations 3 5 3 4 4 3
No. of City Funds 29 28 28 23 .23 23
COST INDICATORS:
Expenditures
144,695 146,919 119,000 70,187 123,850 125,800
o
- Program Revenues
Fines
19,000 19,000 19,000 19,000 19,000 18,100
= Levy Dollars
125,695 127,919 100,000 51,187 104,850 107,700
o
Other Dollars
STAFFING:
FUND:
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: 56
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
- Begin work on a short-term implementation plan
- Complete a Housing Plan Update
- 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, and cellular phone
Miscellaneous supplies
Support Services:
Recording Secretary for Planning Commission Meetings
Air time for cellular phone
Conferences, mileage, meetings & seminars
Charges & Fees:
Memberships to APA, MN APA, Sensible Land Use Coalition
Subscriptions to APA Journal & Zoning News
Capital Outlay:
Office Chair, Shelving unit
5~
FUND: #10 DEPARTMENT: Planning & Zoning DEPT # 56
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 88,156 88,780 90,616 36,311 87,126 92,391 0
Supplies/Materials 436 1,095 750 171 750 1 ,400 0
Support Services 6,983 7,382 6,750 1,707 6,800 14,850 0
Charges & Fees 320 291 270 125 270 405 0
Capital Outlay 0 0 3,000 0 3,000 500 0
Transfers 0 0 0 0 0 0 0
TOTAL 95,895 97,548 101,386 38,314 97,946 109,546 0
SERVICE INDICATORS:
No. of zoning apps. 35 29 40 22 40 40
No. of zoning complnts 30 22 30 11 20 30
Planning Comm. Meetings 12 10 12 5 12 12
Planning Comm. Work
Sessions 12 10 12 5 12 12
COST INDICATORS:
Expenditures 95,895 97,548 101,386 38,314 97,946 109,546 0
- Program Revenues
Zoning Appl. Fees 12,242 9,319 5,000 5,040 8,500 8,500
Bldg. Permit Carryover 85,534 103,632 66,182 35,993 64,832 60,970
(from Prot. Inspection)
= Levy Dollars (1,881) (15,403) 30,204 (2,719) 24,614 40,076 0
STAFFING:
Full time:
Planning Dir .95 .95 .95 .95 .95 .95 .95
Planning Asst. .70 .70 .70 .70 .70 .70 .70
Part Time:
Clerical 1.00 1.00 1.00 1.00 1.00
.::::.::::
FUND:
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
insurance.
DEPARTMENT: Municipal Bldg - City Hall
DEPT NO: 57
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:
- Maintain existing facilities at current level or better
- Dispose of outdated items in storage area and establish filing system for archived records
HIGHLIGHTS/COMMENTS:
Supplies/Materials:
Maintenance contracts for copiers, telephones and office equipment
Maintenance to city hall building
Software upgrades
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
Charges & Fees:
Rental of postage meter and pop machine
Special Assessments on City owned property
Sales and Use Tax Payments
Capital Outlay:
...., /1
FUND: #10 DEPARTMENT: Municipaf Building - City Hall DEPT # 57
BUDGET Actual Actuaf Budget YTD May Annuaf Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 0 0 0 0 0 0 0
Supplies/Materials 12,309 9,472 9,200 2,634 9,200 10,000 0
Support Services 75,702 71,816 81,450 7,826 75,700 77.800 0
Charges & Fees 3,754 4,066 4,150 2,151 4,450 4,350 0
Capitaf Outlay 761 8,071 6,300 1,139 6,300 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 92,526 93,425 101,100 13,750 95,650 92,150 0
SERVICE INDICATORS:
Number of copies
200,000 200,000 200,000 98,500 240,000 250,000
COST INDICATORS:
Expenditures 92,526 93,425 101,100 13,750 95,650 92,150
- Program Revenues
Insurance rebate 18,763 25.519 15,000 0 15,000 15,000
= Levy Dollars 73,763 67,906 86,100 13,750 80,650 77,150
Other Dollars
STAFFING:
o
o
FUND:
General
DEPARTMENT MISSION:
To provide a modem, flexible, full-service criminal
justice agency which is responsive to community
needs.
DEPARTMENT: Police
DEPT NO: 58
DESCRIPTION OF ACTIVITY:
The 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 proportionate to the amount of time
spent in each city. For 1998, the pro-rata share of costs and staff time for City of Shorewood
is estimated at 45.9%.
OBJECTIVES:
- Complete review of police funding formula
- Address discrepency in level of service requirements of the various cities
HIGHLIGHTS/COMMENTS:
Supplies/Materials:
Service for civil defense sirens
Fuel /maintenence for Snowmobile
Snowmobile mailings, Signs for Trails
Support Services:
Police services contract for 1998
Full-time Traffic Control Specialist
Scheduled additional Traffic Control
Prisoner expense, court officer expense, & booking fees
Annual Police Auxilliary Dinner
Transfers:
Transfer to Equipment Replacment Fund for Snowmobile Replacement
.....,'...'
FUND: #10 DEPARTMENT: Police DEPT # 58
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 0 0 0 0 0 0 0
Supplies/Materials 339 1,043 0 186 400 1,150 0
Support Services 442,176 466,633 502,155 234,422 502,105 556,156 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 800 0
TOTAL 442,515 467,676 502,155 234,608 502,505 558,106 0
SERVICE INDICA TORS:
Initial complaint reports 18,733 19,087 17,000 19,000 20,000
Clearance rate - ICR's 96.8% 97.6% 97.0% 97.0% 97.0%
Part I crimes (serious) 297 221 300 300 250
Part II crimes (other) 654 569 650 650 600
Clearance rate (Parts I & II) 56% 64% 57% 58.0% 60.0%
Statewide clearance rate 38% Unknown 38% 38% 38%
Citations issued 4,280 5,398 4,000 5,000 5,500
Police vehicles 8 8 8 8 8
Shorewood demand 47.1% 47.1% 48.5% 48.0% 48.5%
COST INDICA TORS: ...
Expenditures 442,515 467,676 502,155 234,608 502,505 558,106 0
- Program Revenues
Fines 49,765 61,826 61,000 1,431 47,500 71,900
= Levy Dol/ars 392,750 417,911 441,155 233,177 455,005 486,206 0
STAFFING:
Chief 1.00 1.00 1.00 1.00 1.00 1.00
Lieutenant 1.00 1.00 1.00 1.00 1.00 1.00
Sergeant 2.00 2.00 2.00 2.00 2.00 2.00
Investigator. 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
Traffic Control Officer 1.00 1.00 1.00 1.00 1.00 1.00
Administrative Clerk 1.00 1.00 1.00 1.00 1.00 1.00
Clerk/Typist (part time) .. 2.00 2.00 2.00 2.00 2.00 2.00
· 1 Juvenile Specialist u 2 Part time @ .6
~c
FUND:
General
DEPARTMENT MISSION:
Provide the highest possible quality of fire
suppression, prevention and eduction services,
and Rrst Responder emergency medical services.
DEPARTMENT: Fire Protection
DEPT NO: 59
DESCRIPTION OF ACTIVITY:
Fire services are contracted by the City through the cities of Excelsior and 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.
OBJECTIVES:
HIGHLIGHTS/COMMENTS:
Support Services:
Fire contracts with Mound ($7,818) and Excelsior ($148,805)
.
FUND: #10 DEPARTMENT: Fire Protection DEPT # 59
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 0 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0 0
Support Services 123,513 136,942 151,893 75,947 151,893 156,623 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 123,513 136,942 151,893 75,947 151,893 156,623 0
SERVICE INDICA TORS:
Fi re calls 111 110
Rescue calls 139 120
Inspection hours 30 40
Investigation hours 22 35
Other hours · 364 425
Cost of emergency
response 108,950 136,440
Cost of inspection/
investigation 14,563 15,453
. includes plan review, paper work, complaint investigation, tank removals, burning permits, etc.
COST INDICATORS:
Expenditures 123,513 136,942 151,893 75,947 151,893 156,623 0
- Program Revenues 0 0 0 0 0 .0 0
= Levy Dollars 123,513 136,942 151,893 75,947 151,893 156,623 0
STAFFING:
Chief 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
Captain 2.00 2.00 2.00 2.00 2.00 2.00
Lieutenants 4.00 4.00 4.00 4.00 4.00 4.00
Fire Marshall 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
Firefighters 37.00 37.00 37.00 37.00 37.00 37.00
FUND:
General
DEPARTMENT MISSION:
Enforce construction safety and related building
codes through plan review and inspections.
Enforce animal control ordinances.
DEPARTMENT: Protective Inspection
DEPT NO: 60
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
- Draft an article for each City newsletter
- Explore joint inspection possibilities with adjoining communities
- Enhance environmental inspections
HIGHLIGHTS/COMMENTS:
Staffing:
Incfudesstep 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
Animal control contract with City of Chanhassan
Charges & Fees:
Membership to ICBO
Remittances to state of permit surcharges collected
Capital Outlay:
35 mm camera
.~ ~
h
FUND: #10 DEPARTMENT: Protective Inspection DEPT # 60
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 58,459 59,912 67,418 24,508 67,418 70,180 0
Supplies/Materials 404 847 400 15 400 600 0
Support Services 14,972 16,971 19,400 5,684 17,750 18,500 0
Charges & Fees 7,770 7,556 7,100 1,727 7,100 7,100 0
Capital Outlay 3,070 0 0 0 0 150 0
Transfers 0 0 0 0 0 0 0
TOTAL 84,675 85,286 94,318 31,934 92,668 96,530 0
SERVICE INDICATORS:
No. of permits issued
New Homes 40 38 40 16 40 30
Additions/Other 603 571 550 288 550 500
Avg inspections/permit
New Homes 8-10 8-10 8-10 8-10 8-10 8-10
Additions/Other 2-4 2-8 2-8 2-8 2-8 2-8
No. of complaints 20 20 20 6 15 20
COST INDICATORS:
Expenditures 84,675 85,286 94,318 31,934 92,668 96,530 0
- Program Revenues
Building Permits 162,201 180,992 150,000 65,423 150,000 150,000
State Surcharges 7,693 7,681 7,500 2,504 7,500 7,500
Rental Housing Licenses 315 245 3,000
= Levy Dollars (85,534) (103,632) (66,182) (35,993) (64,832) (60,970) 0
STAFFING:
Full time:
Building Official 1.00 1.00 1.00 1.00 1.00 1.00
Planning Dir .05 .05 .05 .05 .05 .05
Planning Asst .30 .30 .30 .30 .30 .30
Secretary/Recept .10 .10 .10 .10 .10 .10
FUND:
General
DEPARTMENT MISSION:
DEPARTMENT: City Engineer
DEPT NO:
61
Provide engineering and construction management
services for the City.
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.
Prior to 1995, the City has contracted for the City Engineer. A full time City Engineer
position was filled by the City Council in the second half of 1995.
OBJECTIVES:
- Complete an inventory of right-of-way needs on collector street system
- 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
- Keep change orders at less than 5% of original contract amount
- Provide in-house engineering at or below 15% of project construction cost
- Keep in-house design below 7% of project cost
- Provide good public relations with property owners adjacent to construction projects
HIGHLIGHTS/COMMENTS:
Staffing:
City Engineer, including step increases
25% of full time clerical
Supplies/Materials:
Books and Materials
Support Services:
Contractual engineering for 1998
Contractual engineering technical assistance
Cellular phone Airtime
Conferences and mileage
Charges & Fees:
Subscriptions and Memberships
Capital Outlay:
Book Case
FUND: #10 DEPARTMENT: City Engineer DEPT # 61
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 4,290 57,509 76,999 23,207 76,999 81,906 0
Supplies/Materials 440 320 300 0 300 1,050 0
Support Services 53,334 7,805 9,650 4,840 11 ,500 17,500 0
Charges & Fees 125 239 300 0 300 300 0
Capital Outlay 4,006 6,216 1,800 0 1,800 200 0
Transfers 0 0 0 0 0 0 0
TOTAL 62,195 72,089 89,049 28,047 90,899 100,956 0
SERVICE INDICATORS:
Hrs spent on City Projects
City Engineer 591 1,000 341 1,000 1,000
COST INDICATORS:
Expenditures 62,195 72,089 89,049 28,047 90,899 100,956 0
- Program Revenues
Public Projects 26,411 49,500 10,732 32,000 52,500
Private Projects 1,500 2,415 15,000
Other 2,138 2,500
= Levy Dollars 62,195 44,178 39,549 12,762 41,399 48,456 0
STAFFING:
Full time:
City Engineer 1.00 1.00 1.00 1.00 1.00 1.00
Clerical 0.25 0.25 0.25 0.25
Part time:
Clerical .50 .50
FUND:
General
DEPARTMENT MISSION:
DEPARTMENT: Public Works Service
Provide supervision and support for all public
works functions; provides for public works utilities,
shop and equipment maintenance and fuels
DEPT NO: 62
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
25% of new clerical position
Supplies/Materials:
Includes motor fuel, maintenance of equipment and buildings, and inventory supply items
Support Services:
Uniforms for crew
Utilities and telephone service for public works building
Conference, mileage, meetings & seminars
Miscellaneous - damage to private property (mailboxes, etc)
Charges & Fees:
Miscellaneous equipment rentals
Membership to MN Street Superintendents Assn
Capital Outlay:
Transfers:
Transfer to Equipment Replacement Fund
FUND: #10 DEPARTMENT: Public Works Service DEPT # 62
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 164,346 181,638 135,716 65,438 136,216 142,628 0
Supplies/Materials 33,158 36,881 36,200 15,844 36,200 36,800 0
Support Services 14,475 17,764 17,500 8,294 17,700 18,300 0
Charges & Fees 669 324 850 297 500 900 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 99,225 104,186 109,395 0 109,395 113,225 0
TOTAL 311,873 340,793 299,661 89,873 300,011 311,853 0
SERVICE INDICATORS:
No of Gopher One calls 1,972 2,200
No of vehicle repairs 95 100
COST INDICATORS:
Expenditures 311,873 340,793 299,661 89,873 300,011 311,853 0
- Program Revenues
= Levy Dollars 311,873 340,793 299,661 89,873 300,011 311,853 0
STAFFING:
Full time:
Public Works Dir 1.00
Supervisor of Oper. & Maint. 1.00
Lt Equip Oper/Foreman 1.70 1.90
Clerical 0.25
Part time:
Clerical .50
FUND:
General
DEPARTMENT MISSION:
DEPARTMENT: Streets & Roadways
To maintain and upgrade City streets, parking areas
and storm water control systems in an efficient and
economical manner
DEPT NO: 63
DESCRIPTION OF ACTIVITY:
Includes ongoing maintenance consisting of street patching, street sweeping, roadside mowing,
painting of lane markings, minor storm sewer repair, and the annual sealcoating program.
OBJECTIVES:
- Develop a 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
- Mow boulevards at least 6 times annually
- Visually inspect storm drainage grates annually and repair as needed
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step increases
Supplies/Materials:
Rock, gravel & bituminous for street & road repair
Support Services:
Operators and equipment for contracted street & road repair
Safety training
Contracted road striping
Transfers:
Transfer to Street Replacement Fund
FUND: #10 DEPARTMENT: Streets & Roadways DEPT # 63
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 71 ,137 65,072 85,755 28,506 85,755 90,505 0
Supplies/Materials 26,309 33,779 30,000 0 30,000 30,000 0
Support Services 30,975 28,069 33,600 3,461 33,500 58,600 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 250,000 270,000 290,000 0 290,000 285,000 0
TOTAL 378,421 396,920 439,355 31,967 439,255 464,105 0
SERVICE INDICATORS:
Miles of street
State 3 3
County 2 2
City - MSA 9 9
City - Local 38 39
Miles Seal coated 5 4
Tons of patch material 832 1,100
COST INDICATORS:
Expenditures 378,421 396,920 439,355 31,967 439,255 464,105 0
- Program Revenues
MSA Maintenance 13,750 13,750 13,750
Budgeted Reserve 35,000
= Levy Dollars 364,671 383,170 390,605 31,967 439,255 464,105 0
STAFFING:
Full time:
Lt Equip Oper/Foreman
2.50
2.50
2.20
FUND:
General
DEPARTMENT MISSION:
DEPARTMENT: Snow & Ice Removal
Provide snow and ice control for public streets and
City owned parking lots to ensure the safe and
efficient movement of traffic
DEPT NO: 64
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:
Includes step increases
Supplies/Materials:
Sand and calcium chloride for ice control
FUND: #10 DEPARTMENT: Snow & Ice Removal DEPT # 64
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 20,663 32,7n 25,476 17,260 25,476 26,605 0
Supplies/Materials 16,995 17,265 15,000 13,811 17,000 15,500 0
Support Services 0 0 0 0 0 0 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 37,658 50,042 40,476 31,071 42,476 42,105 0
SERVICE INDICATORS:
Miles of street plowed 41 41
Tons of salt used 321 200
Tons of sand used 997 1,000
Manhours spent 999 1,000
No. of cul-de-sacs 84 86
plowed
COST INDICATORS:
Expenditures 37,658 50,042 40,476 31,071 42,476 42,105 0
- Program Revenues
= Levy Dollars 37,658 50,042 40,476 31,071 42,476 42,105 0
ST AFFI NG:
Full time:
Lt Equip Oper/Foreman .50 .50 .50 .50 .50 .50 .50
FUND:
General
DEPARTMENT MISSION:
Provide for street lighting and traffic signals at
intersections and other locations throughout the
City for the safety of pedestrians and vehicular
traffic
DEPARTMENT: Traffic Control/St Lights
DEPT NO: 65
DESCRIPTION OF ACTIVITY:
Includes maintenace 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:
FUND: #10 DEPARTMENT: Traffic Control/Street Lighting DEPT # 65
BUDGET Actual Actual Budget YTD M ay Annual Proposed Adopted
ITEM 1995 1996 1997 1997 EST -97 1998 1998
Staffing 0 0 0 0 0 0 0
Supplies/Materials 2,071 4,021 4,000 1,996 4,000 4,000 0
Support Services 33,405 33,546 33,500 10,964 33,500 33,500 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 35,476 37,567 37,500 12,960 37,500 37,500 0
SERVICE INDICA TORS:
No of street lights 181 185
No of traffic signals 5 5
COST INDICATORS:
Expenditures 35,476 37,567 37,500 12,960 37,500 37,500 0
- Program Revenues
= Levy Dollars 35,476 37,567 37,500 12,960 37,500 37,500 0
STAFFING:
FUND:
General
DEPARTMENT MISSION:
DEPARTMENT: SanitationtWaste RmvtWeeds
Provide for the general sanitation and cleanliness
of the City and provide for the treatment of noxious
weeds on City properties.
DEPT NO: 67
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:
- Resolve all 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
FUND: #10 DEPARTMENT: SanitationtWaste RemovaltWeeds DEPT # 67
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 621 998 612 1,356 1,410 614 0
Supplies/Materials 0 0 0 0 0 0 0
Support Services 3,731 3,621 4,000 405 3,600 4,000 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 4,352 4,619 4,612 1,761 5,010 4,614 0
SERVICE INDICATORS:
No of weed complaints 5 5
No of notices served 3 5
No of parcels sprayed 0 0
Miles/roadside sprayed 10 10
Spraying in Dollars 2,556 3,000
COST INDICATORS:
Expenditures 4,352 4,619 4,612 1,761 5,010 4,614 0
- Program Revenues
= Levy Dollars 4,352 4,619 4,612 1,761 5,010 4,614 0
STAFFING:
FUND:
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: 68
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:
Includes step increases
Supplies/Materials:
Paint for tree marking
Support Services:
Contracted tree and brush removal
Tree inspection certification
FUND: #10 DEPARTMENT: Tree Maintenance DEPT # 68
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 887 6,166 7,740 632 7,740 8,172 0
Supplies/Materials 122 0 575 443 575 1,300 0
Support Services 13,195 10,687 13,220 3,505 13,150 13,220 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 14,204 16,853 21,535 4,580 21,465 22,692 0
SERVICE INDICATORS:
No of trees removed 14 15
Yards of brush hauled 800 700
COST INDICATORS:
Expenditures 14,204 16,853 21,535 4,580 21,465 22,692 0
- Program Revenues
= Levy Dollars 14,204 16,853 21 ,535 4,580 21,465 22,692 0
STAFFING:
Lt Equip Oper/Foreman .20 .20 .20 .20 .20 .20 .20
FUND:
General
DEPARTMENT MISSION:
Maintain City parks. trails & beaches to ensure safe
and enjoyable recreational amenities, and coordinate
recreational opportunities for City residents of all
ages and physical abilities
DEPARTMENT: Parks & Recreation
DEPT NO: 69
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 (administered by Minnetonka
Community Schools) are coordinated under this department.
OBJECTIVES:
- Revise final park plan and trail plan
- Plant at least 10 trees per year - address buffer along Freeman Field # 3
- Address foul ball problem at Freeman Field # 2
- AssistShorewood Parks Foundation in coordination of fund raising efforts
- Assist Shorewood Parks Foundation in building a concession bldg. - Freeman Park North
- Continue to develop user support for funding improvements and maintenance in parks
- Increase knowledge and use of Shorewood's parks
HIGHLIGHTS/COMMENTS:
Staffing:
Includes step increases
Part time includes permanent clerical
Seasonal includes Summer employees and Winter Rink Attendants
Supplies/Materials:
Small tools
Maintenance contracts for computer and office equipment
Maintenance to park equipment and buildings
Rock, black dirt, gravel, sand, fertilizers, seed for parks
Support Services:
Contracted park planning services
Playground and beach scheduling services - Mtka Community Services
Contracted weed control in parks
Park utility and telephone charges
Annual park newsletter
Charges & Fees:
Rental of portable toilets
Capital Outlay:
Transfers:
Transfer to Park Capital Improvement Fund
-c;
)
FUND: #10 DEPARTMENT: Parks & Recreation DEPT # 69
BUDGET Actual Actual Budget YTD May Annual. Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 73,595 72,644 86,551 31,169 86,551 89,927 0
Supplies/Materials 19,709 16,790 19,550 7,289 19,600 19,600 0
Support Services 15,202 12,885 17,500 3,383 22,750 23,200 0
Charges & Fees 5,613 6,927 6,625 2,867 7,000 7,030 0
Capital Outlay 1,160 739 1,250 289 289 0 0
Transfers 40,000 30,000 20,000 0 20,000 10,000 0
TOTAL 155,279 139,985 151,476 44,997 156,190 149,757 0
SERVICE INDICATORS:
Acres of maint park 95.80 95.80 95.80 95.80 95.80 95.80
No. of ballfields
Softball 3 3 3 3 3 3
Baseball 5 5 5 5 5 5
No. of shelters 3 2 3 2 4 4
No. of hockey rinks 2 2 2 2 2 2
No. of skating rinks 3 3 3 3 3 3
Miles of Trails 2.75 2.75 2.75 2.75 2.75 2.75
Cost of maint per acre 901 876 1,033 955 1,004
No. of times rinks are
cleaned & resurfaced 80 80
No. of picnic tables 35 40 45 45 45 45
No. of Tennis Courts 4 4 4 4 4 4
COST INDICATORS:
Expenditures 155,279 139,985 151,476 44,997 156,190 149,757 0
- Program Revenues
Sports Organizations 7,000 6,000 9,000 3,000 9,000 9,000
Tonka Bay - Beach 350 883 0 0 300 500
Liquor Store Transfer 30,000 0 10,000 0 0 0
Capital Levy 40,000 30,000 20,000 0 20,000 10,000
= Levy Dollars - Maint. 77,929 103,102 112,476 41 ,997 126,890 130.257 0
STAFFING:
Full time:
Lt Equip Oper/Foreman 1.50 1.50 1.60 1.60 1.60 1.60
Clerical .25 .25 .25 .25
Part time:
Clerical .50 .50
Seasonal:
Summer 2.00 2.00 2.00 2.00 2.00 2.00
Winter (rinks) 10.00 10.00 10.00 10.00 10.00 10.00
-; ('I
FUND:
General
DEPARTMENT: Capital Improvement
DEPT NO: 70
DEPARTMENT MISSION:
To provide a conduit for funding of capital
improvement program through the transfer of dollars
levied through the City's General Fund
DESCRIPTION OF ACTIVITY:
Provides a conduit for the transfer of General Fund money to the appropriate fund.
OBJECTIVES:
None
HIGHLIGHTS/COMMENTS:
Capital Outlay:
Lease Payment - Senior/Community Center
Transfers:
Office Equipment and Storm Drainage set aside.
"0
FUND: #10 DEPARTMENT: Capital Improvement DEPT # 70
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 0 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0 0
Support Services 0 0 0 0 0 0 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 37,550 18,771 37,542 37,550 0
Transfers 15,000 20,000 25,000 0 25,000 25,000 0
TOTAL 15,000 20,000 62,550 18,771 62,542 62,550 0
SERVICE INDICATORS:
COST INDICATORS:
Expenditures 15,000 20,000 62,550 18,771 62,542 62,550 0
- Program Revenues
= Levy Dollars 15,000 20,000 62,550 18,771 62,542 62,550 0
STAFFING:
FUND:
General
DEPARTMENT MISSION:
To provide for unanticipated increases in program
costs and decreases in anticipated revenue; and
to provide a source of funds for projects and
purchases approved during the fiscal year by the
City Council
DEPARTMENT: Contingency
DEPT NO: 71
DESCRIPTION OF ACTIVITY:
Provides budgeted funds for increases in costs or programs which were not anticipated
at the time the budget was established. Use of contingency funds is solely at the
discretion of the City Council and requires a budget amendment be adopted by the
City Council.
OBJECTIVES:
None
HIGHLIGHTS/COMMENTS:
Support Services:
Council Contingency
(-,.,
.,
FUND: #10 DEPARTMENT: Contingency DEPT # 71
BUDGET Actual Actual Budget YTD May Annual Proposed Adopted
ITEM 1995 1996 1997 1997 Est-97 1998 1998
Staffing 0 0 0 0 0 0 0
Supplies/Materials 0 0 0 0 0 0 0
Support Services 0 0 37,185 8,950 37,185 34,459 0
Charges & Fees 0 0 0 0 0 0 0
Capital Outlay 0 0 0 0 0 0 0
Transfers 0 0 0 0 0 0 0
TOTAL 0 0 37,185 8,950 37,185 34,459 0
SERVICE INDICATORS:
COST INDICATORS:
Expenditures 50,000 46,684 37,185 8,950 37,185 34,459 0
- Program Revenues
Refunds & Reimbursemts 15,600 1,074 1,000 20 1,000 1,000
= Levy Dollars 34,400 45,610 36,185 8,930 36,185 33,459 0
STAFFING:
83
CITY OF EXCELSIOR
339 THIRD STREET
EXCELSIOR. MINNESOTA 55331
TELlO: 612-474-5233
August 7, 1997
The Honorable Tom Dahlberg
and Councilmembers
City of Shorewood
5755 Country Club Road
Shorewood, MN 55331
Dear Mayor Dahlberg and Councilmembers:
The Excelsior Fire Depamnent's Proposed 1998 Budget is being forwarded to each of
the Fire Contracting cities for their review and comment.
During your review of the proposed budget, special anention should be given to the
following items:
1. Salaries still remain to be a large portion of the budget. As shown on the
attached sheet, calls have risen from a total of 541 calls in 1994 to a total of 682
calls in 1996, which represents a 26% increase over the three-year period.
2. The 1998 proposed budget calls for an increase in hourly wage from $6.35 to
$6.50 per hour. As you may recall, the 1996 budget called for a wage increase
from $6.00 to $6.50. In 1996, with the high percentage of increased calls, the
firefighters opted not to take advantage of the entire wage increase in an .effort
to keep its costs within budget.
3. The increase (Q the Fire Vehicle Replacement Fund is for the original amount
which was proposed in the five-year budget, and was not increased due to the
purchase of the Tele-Squirt.
4. The 1998 proposed budget calls for only a 4.3 % increase over this year's
budget. even though the contract allows for an 8 % increase.
5. A listing of the Projected Annual City Contributions for 1994 - 1998. \vhich was
developed and agreed upon by the five cities during contract negotiations in
1993. is attached. Please note the 1998 proposed budget for each city is ver:,'
;:lose to \vhat was proposed for e~ch of the cities fi':e years ago. \\'i~l1 [l,,:c
,. ".. .......,.::.,........~............. ;' .-\ ,...,....:;.
~', ", --" ~.' . >
The Honorable Tom Dahlberg
and Councilmembers
RE: Proposed 1998 Excelsior
Fire Department Budget
August 7, 1997
Page 2
6. Please note that the total budget amount proposed five years ago for 1998 was
$376,135, and the actual budget amount proposed for 1998 is $374,521, which
is below what was projected five years ago even with the large increase in calls.
The Excelsior Fire Department and City believe the budget reflects a good faith effort
to keep rising costs to a minimum for all of the contract cities. Some cities, however, will note
a larger increase than others due to the increase of calls in their particular city and/or increases
in their particular city's ta.."{ capacity rate.
We would appreciate any comments in writing from your City regarding the budget no
later than Wednesday, August 20, 1997 so they can be available for the Excelsior City Council
to review and consider them at its next Budget Work Session. If you have any questions please
feel free to contact me.
CWD:cj
Sincerely,
CC: James Hurm, City Administrator
~
, I' IH PI~OI)OSI]J nUDGET
t II'II!IVUI
II :;101{
I I HWOOll
II' >IH:WOOn
111'./\ IIAY
lAX
CAPACIIY 1997
3 YEAn
CALL DATA
FinE DEPT.
COST PER
__ _ _ _ _ _ _ _ _ _r _. __ __._ _ _ _. _ _ _ __ ~ - --- -~ - --- ---.-------- --------- -- ---.... --- ---.. --- .. ------ -- ----------.. ----- .... ----.. ------------- -- --- - ..
------------- -----.-
DOLLARS PERCENT ACTUAL PERCENT TAX CAPACITY CALL TOTAL TOTAL
%OF
-- --- --.- - --.. ----..--- --- -------------------------- ---..---------------------- ------------------------- -------------~_.._--- _.-.- -.--------~-----_.~~. -...--- .~-------
-.- - _.- - - - - - - -. - .----- -~----- --.. ----
$G,"l30,!WI
$;1,576,594
$1.452,5UO
$9,(i:ll,846
$;1,112:1.587
29.14%
11. 15%
6.20%
41.22%
12.21%
279
607
62
703
167
15.16%
33.03%
4.'16%
30.25%
9.00%
$54,575
$20.079
$11,7111
$77,102
$22,063
$28,425
$61,843
$8,354
$71.62'1
$17.014
- ----- --- ---- ~ .-..--.----- ~ - - - .-- -..... - -. ---- -... -...... ..--..-....---. .._--~- ...- ~--._-
$23,12ll,407
100.00%
1030
IOlJ.OO% $167.26 I $187,261
-.---- -- .--------
--..-------- -----
::;;:;=:;:=:;:=~=:;=~===
;:::::;::=;:;;:======;;=.;:.
=;===;:=;:=~=~=;= ~======~=;===== =============;;;
ia.<ta eUDGt::T
1094 1995 1006
.--_..-----~._._....... --.. _.._--...........~..... ..--...----..--..--.-...
0;.01'
FIHE /l. RESCUE CALLS- CALLS CALLS CALLS 'IOTAL TorAl
...._-_..-_....--_....-~...- ---..-......--..---.. ...... _..---.-......-..~_...... ----..-_..-....-..--- ....-....-..-......-.........
DEEPIIAVEN 07 90 102 279 15.10%
EXCELSIOH 184 103 230 007 33.03%
GHEENWOOD 31 27 2-1 82 4 AO'}'.
SIIOIlEWOOD 101 249 263 703 3!1.25%
lONI<J\ [lAY .18 56 03 107 !l.O9%
...--..-..---.........--....... ...--_....._~-_.._..-....- ---.. ...--..-- - _......- ..-....- ..~~-...__.._-- _._.._~-_.....~_....-
541 615 6!12 1038 100.00%
========;; =======;== ======;=== ==~=;===== ===;======
$113,000
$02.722
$20,11U
$1<\O,OU:i
~,:I!I,111B
$:Jl.l.~<! I
----- - _.~-- -_.' ....
---------........ -......
22.16%
22.09%
5.3.,%
3fU3%
1O.0!i%
100.00%
.... ,..... ...----------
-,--.. ---..--------
.. J:)...l~!':)...i ~':'..~;
\~' ;'~r",. :"w"'lt
. Jf .......,...-..;, · ~:. ..
~\.l ~: ~:~: , >
f...'!, ~...::'...:;-:......~ ~"\~~i'
1..........,,, , ........ ,
';~I:;:-" -.:\:'--.;;..;!
I > I,
_I _'...:
~ .:::>..:
- -'-
C _i ."'-(
~ ;;,:::;
~! - ~
;:~'
- ~
'- '
>;...
_I _
....' -
.::::-c.;
......-
- ~
:.;' ;-:
.2 ~,
FiRE OPERATING FUND 230
. REVENUE, =XPENOITURES
AND FUND 3ALANCE
1998
1997 OE?ARTMENT 1998 1998
1995 1996 1997 ACTUAL 1997 HE.~CS MANAGE~S COUNCil
CODE CtASSiF1CA TION ACTUAL ACTUAL ADOPTED 6 MONTHS REVISED REQUEST PROPOSAL PROPOSED
REiENUE & OTHER FINANCING SOURCES -
REVENUES-
34000 CHARGES FOR SERVICES -
34202 MUNIC:P,A.L FIRE CONTRACTS -
DEEPHAVEN 565.489 S68.S83 S76.431 $38.240 576.481 583.000
EXCELSIOR 577.127 5ao. i33 582.570 541,285 502.570 582.722
GREENWOOD 515.623 518,434 518.297 59,149 518.297 S20,116
SHORE'NOOD S117,070 S129.779 S143.850 571,925 5143.350 5148,805
TONKA SAY S32.584 534,595 537,926 S18,964 S37.928 539,878
TOTAL MUNICIPAL CONTRACTS 5307,393 5332.524 5359.126 S179,:63 5359,126 S374.521
34950 OTHER 5137 S30 SO 524 SO SO
TOTAL CHARGES FOR SERVICES S308,030 5::32.554 5359.126 S 179,587 5359.125 S374.521
36200 MISCELLA.NEOUS -
36210 INTEREST E.A.RNINGS S6.423 53,614 52.500 51.359 52.500 52.500
36228 RE:=1JNDS & REIMBURSEMENTS SO 54.C05 SO SO SO SO
TOTAL MISCELLANEOUS S6,423 57.619 52.500 S1.359 52.500 S2. 500
TOTAL REVENUES S314.453 5340, 173 S361,625 5160,946 5361.626 537i.021
OTHER FINANCiNG SOURCES -
EXPENDTURES AND OTHER
F1NANC:NG USES 5310.623 5338. i95 5359.126 S139.444 5359.126 5374.521
INCRE.A.SE (DEGRE.~SE)
IN FUND BALANCE S:l.325 3~,37a S2.500 341.502 $1.500 S2.500
FUND 3ALANCE 8EGINNING OF PE~IOD S65,093 553.910 S71,318 S70.295 S70,296 S72.796
FUND BALANCE END OF PERIOD 560;918 S70.296 S73.818 5111.798 S72. 796 575,296
------ -------- ------- ---- - ---- ======= =----=== ==========
------- -------- ------- ----
.
... FIRE OPERATING FUND 230
DIVISION 42
DEP.A-RTMENT 200
..
1998
1997 DEPARTMENT 1998 1998
:995 "ce- 1997 ACTUAL 1997 H E.~.oS MANAGERS COUNCIL
1..._0
CODE CLASSIFICATION ACTUAL ACTUAL ADOPTED 6 MONTHS REVISED REQUEST PROPOSAL PROPOSED
OTHER SERVICES & CHARGES
321 TELEPHONEfCCMMUNICA TlONS 38.383 33.7:3 310.337 54.331 310.337 S10.400
,,~... POSTAGE 5327 S366 3115 S61 S115 S100
...4..
3~' TRAVEL. SCHOOL AND CONF:RENCE 39.102 39.559 510.264 35.020 510.264 S10.400
"',
..., MILE.J..GE 51.318 31.744 31.925 51.550 51.925 32.000
~..;.-
350 PRINTING AND PUBLISHING 32.098 5850 51.300 331 Sl.300 S1.800
::60 INSURANCE 311.169 511.549 311.710 3152 311.710 311.300
381 ELECTRIC UTILITIES 31,472 52.110 32. 000 3616 32.000 32.000
383 GAS UTILITIES 52.216 52.579 32.730 51.771 52.no 32.800
401 REPAIRS &. MAl NT. . CaNT. SLOG. 5914 S257 31.500 3246 31,500 S2.200
403 REPAIRS &. MAINT. . CaNT. OTHER 317 SO 50 SO SO 50
4C4 REPAIRS &. MAl NT. . CONT. EQUIP. S13.559 S21.405 S9.500 32.385 S9.500 S1'.000
405 OTHER S3.073 S10.715 S3.800 53.483 53.800 54,000
412 RENTAL FIRE .~PPARATUS AREA 516,440 S16.440 S17.000 S8.500 517.000 519.000
..t33 DUES AND SUBSCRIPTIONS S967 5963 Sl.015 S875 S1.015 51,100
4"- TAXES AND LlCENSES S17 SO SO so so so
...1
439 CONTINGENCY S783 S315 S3.242 S282 S3.242 S3.700
444 WAF.TA 51.330 51.445 Sl.245 5100 51,245 Sl,250
TOTAL OTHER SERVICES
AND CHARGES 573,685 S89.520 S78.183 S29,403 378,183 583.550
CAPITAL OUTLAY-
560 FURNITURE AND FIXTURES SO 50 5500 5479 S500 S500
570 OFFICE EQUIPMENT &. FURNISHINGS 396 50 3500 SO 5500 3500
sao OTHER EQUIPMENT 50 SO 51,500 5493 31.500 52,500
TOTAL CAPITAL OUTLAY 3C:~ so S2.5eo S972 52,500 53.500
.0
TOTAL EX.PENDITt;RES S226.573 5244.345 5260,026 589.394 3260,025 3274.621
OTHER FINANCING USES-
720 TRANSfERS TO OTHER FUNDS-
GENE?.AL 58.950 58,950 59,100 S4,550 59,100 59,900
FIRE VEHICLE REPLACEMENT S75,OOO 365,000 S90.000 345,000 $90.000 390,000
TOTAL OTHER FINANCING USES S33,950 S93.950 S99,100 549.550 599,100 S99,900
TOTAL FIRE OPERATING (42200) S31C.6~3 5333.795 3359,126 3139.444 5359.126 3374.521
--------- -------- ---------- ---------- -------- ------------- =========== ===========
--------- -------- ---------- ---------- -------- -------------
&
.;
CITY OF MOUND
5341 MAYWOOD ROAD
MOUND. MINNESOTA 55364- i 637
(612)472-0600
FAX (612) 472-0620
MEMORANDUM
ftD~~~.(Q.~. I~l~.o ~ '
t! -::::, U \V11 I
!/:'1 J" f I
Iff U l ~ 4 tea !flIt
i 'v..fl
~1
July 23, 1997
FROM:
ALL FIRE CONTRACT CITIES
ED SHUKLE, CITY i'i1A1"!AGERfT-
TO:
SlJBJE CT:
1998 FIRE CONTR:\.CT BUDGET PROPOSAL
Enclosed is the 1998 Fire Contract Budget ProposaL It follows the same format and approach as
used since 1982, with the exception that we are now using market value instead of assessed value.
Capital outlay consists of a used utility vehicle, tables, chamois ringers and an intercom system for
the fire station.
Although we are not proposing the purchase of any new vehicles in 1998, we are proposing to
continue to set aside monies (530,000), in the Fire Truck Repair Account as we have since 1991.
Keeping this amount in the budget will assist in planning for future purchases of major firefighting
equipment.
'"
As in oast vears. we have reviewed the annual increase tor the Fire Relief Association. AS'vou mav
~ -' # . '" ~
recall, from 1982 until 1992, we had been collecting a 10% annual increase for this purpose. In the
1991 budget, we reduced the annual increase to 4%. In the 1992 budget, we again included a 4%
increase. For 1993, a 7% increase for the fire pension contribution was approved. For 1994, a 4%
increase in the contribution was approved. For 1995, we had a 4% increase in the contribution and
an additional 2% in the contribution to address the unfunded liability issue that had been discussed
within the actuarial report that the Fire Department had prepared as of 12i31/94. Tne Department
requested a pension benefit increase in 1995 but we asked for an actuarial as of 12131195. That was
completed in the spring of 1996 which indicated that an increase of$35 or a monthly benefit of 5460
would be affordable without any increases in contributions from the cities in the fire dist..."'icL The
Department's request was approved by t.~e Mound City Council effective July 1, 1996. As pa.T't or
that approvcl. the resolution also direc~ed that the Board ofDirecwrs orIne Relief Assoc:ai:icr. aild
- -'
,
Memorandum to Fire Contract Cities
July 23, 1997
Page 2
..
City staff would work together on various pension issues but more specifically, directed that a
strategy be developed to address the unfunded liability concern. Section 69.773, Subdivision 4 of
Minnesota Statutes, states that the contribution requirement is equal to the normal cost, expenses and
amortization of the unfunded accrued liability by December 31, 2007. In other words, the
contributions must be at such a level so that by l2131/2007, the unfunded accrued liability must be
zeroed out and the liability will be erased. We are continuing to work on developing a Strategy to
address this issue. Another actuarial is scheduled to be performed as of 12131/97 and we will be
using this report as a basis for a strategy for the Mound City Council to address next year. For 1998,
the contribution from the cities towards the Fire Relief Association is being proposed at 4%.
As indicated to you in the 1997 budget, we are addressing fire inspection concerns by hiring a part-
time inspector. We are in the process of filling that position at the present time. We budgeted
$20,000 in 1997 for this position and are again budgeting $20,000 in 1998.
The Fire Department is very proud of their equipment and the service that they provide. The City
of Mound is proud of having such a dedicated group of individuals who volunteer their time for the
safety of all of the citizens in the fire service area. Firefighting has become an ever increasing
complicated and sophisticated field. More and more time is required of firefighters now than ever
before, Being able to provide excellent equipment, training opportunities and financial incentives
to attract and keep firefighters around for 20+ years is critically important to the future of the Mound
Fire Department.
Please review this information and the proposed budget and contact Steve Erickson, Fire Chief, or
myseU: if you have any questions.
cc: Steve Erickson, Fire Chief
...
_'\ ~ iYl_J.2.:.('3T VALu""'E
1997
VALUE
i 40""
_.J." I
P S?.CDfTAGE
1996
VALu""'E
1996
PS?.CENTAGE
.. MI:--rNETON!C..:" BE..'\C3:
MINNETRI STP-_
ORONO
S:-.:OREWOCD
SP:?.ING PA.;.:l,K
MOul>lu
89735300
147031500
257508000
22502:00
75590400
458250400
8.54%
1.3 .99%
85300700
133441200
254414000
21173200
68600800
4:19143100
8.69%
24.51%
13.59%
25.91%
2.16%
6.99%
42.68%
2.14%
7.19%
43.62%
--------- ---------
1050617700 100.00%
982073000 100.00%
B - FIRE & RESCU~ ~~L HOt~S
1995
1995
;00"-
_~ J _
MINNETON:Z.:" B E...:"C-i 660 * 4.06% ,,~... 3.04% 4:53 3.58%
"':-..:1
MINNETRISTA 1916 * 11.79% 2020 12.70% 1214 9.61%
ORONO 2224 * 13.69% 2286 14.37% 1344 10.64%
SEOREWOOD 106 * 0.65% 354 2.23% 134 1.06%
SP~ING P _~,{K 2036 * 12.53% 2240 14.08%' 1592 12.60%
MOu-mJ 9303 * 57.27% 8-"""..... 53.58% 7900 62.51%
:::.c:.c:
------ ------ ------
16245 * 100.00% 15905 100.00% 12637 100.00%
* The total Mutual Aid hours in 1996 was 230 (up 25 from 1995) .
I.v,. Each city 'lias allocated 38 hou:!:"s fo:!:" Mutual Aid. calls.
c - CO~.BINATION OF K1\.RI<2T VALu=. _~\TD FIRE CALL EOG-:RS
iYl_D,.;,-:~.I<ET
VP-.LUE
PERCEl.'ITP-.GE
3 YE.~,"
A ~r=:PJI._GE
=:?~ c..~LS
:IN1U..
P2RCE!'TTAG=:
.
MI~~rETON~~ BEAC~
8.54%
13.99%
3 - ~~
.:;0 ~
6.05%
12.68%
l5.70%-
MI~TNETP,"ISTA
1, -_a
~. ~ I ~
ORONO
SEOREiI'iCC:C
24.51%
12.9G%
2.14%
"I ....... ~
..l.... ~_~
1...73::
S~?..:NG
- ~ - -?
:::' ----...._"'..
7.19%-
13.C7%
:':'~::3%
~~'rr:~--;
.. ~_ ,___J_,
43.62%
57.1=-%
-.... -....:'
- ,_.
1998 ..
BUDGET ERE..ZU<DCw""N
----------------
RELIEF FIRE
DEPT ll-.s SN TRUCK 1998 1997
BuuGET CaNT REPAIR COST COST
------ ------ -------- ------ ------
MINNETONK.:;' BEACH 19983 5589 1815 27387 24537
MINNETRISTA 41875 11712 3804 57392 52413
ORONO 61767 17276 5611 84654 79856
SEOREW'OOD 5704 1595 518 7818 8043
SPRING P.z\"'QK 33462 9359 3040 45861 45606
MOUND 167429 46829 15211 229469 214375
------ ------ ------ ------ ------
330220 92360 30000 452580 424830
------ ------ ------ ------ ------
------ ------ ------ ------ ------
..
1998
Bu1JGET REC.~P
..
OPER.~TING COSTS
C:;PIT.~ Ou~LAY (FIRE TRUCK REPAIR)
FIRE~AN'S RELIEF PENSION
330220
30000
92360
TOTAL 1998 FIRE COSTS
452580
------
------
1998 COST BREAKDOWN FOR EAC~ CONT~~CTING CITY
MINNETONK.; BEll-.CR 452580 X 6.05% 27387
MINNETRISTA 452580 X 12.68% 57392
ORONO 452580 X 18.70% 84654
SEOREWOOD 452580 X 1. 73 % 7818
SPRING PA....~K 452580 X 10.13% 45861
MOu""ND 452580 X 50.70% 229469
------
TOTAL 100.00% 452580
------
------
..
.
AREA FIRE SERVICE
1998 COSTS
ORONO (18.7%)
SHOREWOOO (1.7%)
NITRlSTA (12. 7% )
SPRING PARK. (10.1%)
NITKA. BEACH (6.1%)
MOUND (50.7%)
#
"-
-.
.
,
..
1
AREA FIRE SERVICE
1997 COSTS
ORONO (18.8%)
SPRING P A..qx (10.7%)
!7' Br-. CT - (- ~1Jt'. )
iYlli'\..-\ c...A. n ).~ /0
SHOREVlOOD (l9%)
MTRISTA (12.3%)
iYiOUNTI (50.5%)
"-
-:.
FIRE DE P A...R. TI'lENT 4170
---------------
1995 1996 1997 1998
CODE ACTUAL ACTUAL )!'~PPROVED PROPOSED
-------- -------- -------- --------
1370 OFFICERS & FIRE .
INSPECTOR'S PAY 26438 28190 43700 43700
1380 DRILL PAY 7210 7980 8000 8000
1390 MONTHLY Sll..LARIES 97083 105978 100000 105000
1440 FIc..~/PER.~ 2484 2548 5340 5340
2100 OFFICE SUPPLIES 214 81 750 750
2140 COpy M.:l\CHINE & FEES 63 102 200 200
2200 OPER..~TING SUPPLIES 22916 25438 17000 20000
2210 MOTOR F'1:JELS 2778 3329 3500 3500
2230 CLE.~'TING SUPPLIES 40 168 600 600
2270 SAF'ETY SUPPLIES 232 836 7500 8500
2280 FIRE PR-.'='VENTION
(FIRE INSPECTOR) 1776 11""..... 2500 2000
O.L..L
3100 PROFESSIONAL SERVICES 0 209 100 0
3140 MEDICAL SERVICES 920 758 1500 2000
3190 GENER..~ MAINTENll.NCE 14004 14004 15000 15000
3200 PAGERS - FIRE DEPT. 52.29 437 3000 4000
..... 3210 POSTAGE 165 124 200 200
3220 TELEPHONE 2515 2453 3000 3000
3500 PRINTING 262 346 200 200
3600 WORKER'S COMPo INS. 10698 10074 18240 18240
3610 GEN. LL:;B ILITY INS. 15086 14788 17190 17190
3710 ELECT!ECITY 7272 6378 7000 7000
3720 GAS SERVICE 3624 4514 5500 5500
3750 G.l\.. R.3.~GE 787 881 1100 1:"00
~
3820 OTE'ER EQUI:? REP.~IR 2233 12:"45 5000 8000
..
3830 EUILDING REP';'.IR 6770 9848 8000 8CCG
FIRE DEPARTMENT 4170
---------------
1995 1996 1997 1998
CODE ACTUAL ACTUAL APPROVED PROPOSED
-------- - -.- - - - - - -------- --------
~ 3900 RENTALS 0 4776 6000 5000
. 3950 R..~ IO RENTALS 351 300 400 400
4100 MISCELL~NEOUS 387 212 500 500
4110 CONFERENCES & SCHOOLS 13169 12055 16000 16000
4130 DLJES & SUBSCRIPTIONS 2' '""' 4520 4000 4000
-~-
5000 c..~ I TAL Oti"fLAY 162643 62068 5000 17300
5150 FIRE TRUCK REPAIR 55487 0 30000 30000
-------- -------- ------- -------
TOTAL 464887 337151 336020 360220
------- -------- ------- --.-----
------- -------- ------- -------
.,
~
I
City Values
City Council Priorities
Organizational & Planning Goals
{
Operating Budget
Departmental Budgets
Programs:
Capital Improvement Program
& Finance Plan
Management Philosoph
~IE1CQ)IRJEWCQ)CQ)IID <<:II1rW W A.JLlIJJE~
The Shorewood City Council, in its governing role, is responsible for setting policies for
the City, which are implemented by the Administrator and City employees. Furthermore,
the Administrator, employees, and City Commissions propose overall goals, specific
objectives, service levels, and action plans for Council consideration and direction.
This "team" makes decisions and acts based on a strong set of values. The team values are:
. A strong sense of commitment to the City and its Statement of Purpose.
. Open, democratic government, enhanced by an informed populace.
. Responsiveness to the needs and desires of the citizens; public service.
. Fair and equal interpretation and enforcement of City Codes.
. A reputation for dependability and integrity.
. Teamwork and action oriented problem solving (acting rather than reacting).
. Striving for improved productivity and efficiency through new technology and
innovation.
. Employee selection by merit.
. Professional development.
. Respect for City employees who, with fair treatment, proper trammg, and a
willingness to let them excel, will take pride in association with the City and
serve the people well.
. The provision of accurate, timely information to the City Council, through proper
channels, so the best possible decisions can be made.
. Adherence to professional, ethical standards of conduct.
CITY OF
MANAGEMENT
SHOREWOOD
PHILOSOPHY
Tbe management pbilosopby sets tbe tone for operations
tbrougbout tbe City. It is tbe blueprint for bow we are
to function in acbieving City goals consistent witb our
values. Our management pbilosopby is:
1. Citizens First:
Be recognized by Shorewood citizens as a model of good
government!
2 . ReSDect for EmDloyees:
Respect employees not only as our greatest asset, but as team
members who, with a shared vision of increasing productivity
and accountability, are the key to service excellence!
3. Ouality Services:
Provide the highest quality services; a value in municipal
services!
4. Be "User friendly":
Utilize "user friendly" systems and processes. Association
with the City, in any capacity, should be as enjoyable and
focused as possible!
Priorities Established for 1997
Consensus at 1/7/97 Special Meeting of the Council
First Priority:
Review the water policy in the Comprehensive Plan, the water capital improvement program
and funding for the program
Implement strategies in improving communication
Review the trail plan
Reconsider the street reconstruction assessment policy as recommended by a task force several
years ago
Undertake a storm water management plan
South Lake Minnetonka Public Safety Department contract renewal needs to be completed in
1997
Decide on involvement in the Watershed District's requirement for a wet pond at Minnewashta
School and work with the Watershed District on the question of a large regional pond rather
than numerous small ponds throughout the City
Reevaluate design criteria for City streets
Improve relations among cities with joint elected official meetings at various times throughout
the year
Identify Comprehensive Plan items to be reviewed in detail (this includes zoning, land use and
subdivision ordinance review)
Second Priority:
Consider options for purchasing green space (referendum?)
Evaluation of City liquor operations/business plan
Sanitary sewer - review III strategies, re-evaluate strategies to reduce sewer rates, and re-
evaluate the sump pump inspection ordinance
Actively participate in the Lake Minnetonka Cable Commission's efforts to negotiate a new
cable television contract with Triax Cable
Re-evaluate senior housing strategies
Undertake a transit needs assessment and develop a strategy to improve service or reduce costs
for transit
Develop plans for improved safety at intersections: County Road 19 and Manitou Road; and
Seamans Drive, Yellowstone Trail, Highway 7
Undertake safety studies in specific areas such as the Minnewashta School
Third Priority:
Re-evaluate snowmobile issues/determine the future of the implementation plan
The Planning Commission should develop a commercial maintenance code for Council
consideration
Consider an incentive system for high performing employees
Develop a strategy to improve paramedic rescue response times
Pursue burying utility lines
Consider requiring a conduit be installed for use by utilities in City right-of-way
Cull;, <IDff ~Ib<IDrr~w<ID<IDcrll
CD)rrl!mJ]lu~mili1<IDJ]lrll G<IDrll
To be recognized by Shorewood citizens as a model of good government
by:
1. Providing a value in high quality services. Service excellence
will be achieved by respecting employees as the City's greatest
assets, and as team members with a shared vision of increasing
productivity and accountability.
2. Serving in such an efficient, friendly manner that residents
feel good about being citizens of the Shorewood community;
continuously striving to keep citizens informed and asking for
and listen to feedback; and utilizing "user friendly" municipal
systems, processes and documents. Association with the City,
in any capacity, should be as enjoyable and focused as possible.
3 . Working closely with other governmental jurisdictions as well
as the private and non-profit sectors to effectively address
south Lake Minnetonka area issues and City goals.
4. Maintaining policies, plans and procedures which will secure
financial stability for all City funds.
4/8/96, Reviewed by City Council 5/13/96
CC<O>1liJilpll'elbleIID.sJive JF>ftu G<o>ds
A. Natural Resources
The City will establish guidelines and adopt regulations to ensure preservation and
protection of the natural environment.
B . Land Use
The City shall establish a pattern of land uses which is consistent with the residential and
recreational functions of the community.
The land use plan shall promote harmonious relationships between various land uses (e.g.
homes, commercial outlets, churches, parks, schools, etc.) through proper development
and locational planning.
Through land use planning discourage land uses which are inconsistent with the residential
and natural character of the community.
C . Transportation
The City shall provide and maintain a safe and efficient system of transportation, sensitive
to the needs of residents and the environment of the community.
D. Community Facilities (CIP)/Services
The City shall provide those basic facilities and services which ensure the health, safety and
general welfare of the public, the cost of which facilities and services are most efficiently
shared by the general public.
The efforts of varying government agencies shall be coordinated to avoid duplication of
efforts, unnecessary expense and improper location of public facilities.
The City shall establish a basis for development and maintaining a sound financial planning
program for capital improvements, relating such improvements to actual need, proper
location and timing.
E. Housing (From Resolution No. 95-107)
The City shall promote the development of safe, healthy and affordable housing options:
. Explore the concept of cluster planning and cooperative efforts to address
affordable housing needs in cooperation with the south Lake Minnetonka cities;
. Complete the housing section of the Comprehensive Plan;
. Pursue an estimated sixty units of affordable senior housing;
. Work with the Metropolitan Council in addressing barriers to affordable
housing in Shorewood which are direct responsibilities of the Metropolitan
Council, most specifically, high metropolitan sewage charges and the lack of
metropolitan transit service with no options for providing said services.
City Council Action:
5/13/96 Approved
1997 City Tax Ranking - Hennepin Count~
Rank - Descend Rate
1 Minneapolis 35.672
2 Rockford 35.415
3 Maple Plain 32.913
4 Brooklyn Center 32.269
5 Dayton 31.093
6 Brooklyn Park 30.579
7 Independence 28.359
8 St. Bonifacius 28.246
9 Hopkins 27.650
10 Chanhassen 27.535
1 1 Golden Valley 27.469
12 St. Anthony 26.406
13 Eden Prairie 26.215
14 Long Lake 26.086
15 Crystal 25.799
16 Richfield 25.649
17 Maple Grove 24.153
18 New Hope 24.042
19 Excelsior 23.788
20 Osseo 23.317
21 Spring Park 23.271
22 Greenfield 23.258
23 Medicine Lake 23.229
24 Robbinsdale 22.134
25 Rogers 21.665
26 Loretto 20.689
27 Bloomington 20.660
28 Minnetrista 20.575
29 St. Louis Park 19.800
30 Wayzata 19.243
31 Mound 18.577
32 Champlin 18.401
33 Minnetonka 18.368
34 Hassan 18.036
35 Hanover 17.725
36 Minnetonka Beach 17.632
38 Corcoran 16.856
39 Edina 15.626
40 T onka Bay 15.106
41 Medina 14.683
42 Orono 14.251
43 Greenwood 13.803
44 Plymouth 13.745
45 Deephaven 11.946
46 Woodland 8.438
CITY OF SHOREWOOD
1997 PROPERTY TAX DISTRIBUTION
SCHOOL DISTRICT 276
55%
OTHER
5%
CITY OF SHOREWOOD
13%
HENNEPIN COUNTY
27%
City Tax Rate Data
City Tax Rate
Actual
1997
17.4 79
1998
Before Changes
by Legislature
16.929
1998
After Changes
by Legislature
18.295
Effect of Proposed Tax Levy on Homes at Various Values
1998 1998
1997 Before Inflation After Inflation
Market Value 150,000 150,000 157,050
Tax Capacity 2,280 2,138 2,268
Tax Rate 17.4 79 18.295 18.295
City Taxes 399 391 415
I ncrease/Decrease -7 16
4.11%
Market Value 200,000 200,000 209,400
Tax Capacity 3,280 3,063 3,236
Tax Rate 17.4 79 18.295 18.295
City Taxes 573 560 592
I ncrease/Decrease -13 19
3.28%
Market Value 250,000 250,000 261,750
Tax Capacity 4,280 3,988 4,205
Tax Rate 17.4 79 18.295 18.295
City Taxes 748 730 769
I ncrease/Decrease -19 21
2.83%
Market Value 300,000 300,000 314,100
Tax Capacity 5,280 4,913 5,173
Tax Rate 17.4 79 18.295 18.295
City Taxes 923 899 946
I ncrease/Decrease -24 24
2.55%
Market Value 500,000 500,000 523,500
Tax Capacity 9,280 8,613 9,047
Tax Rate 17.4 79 18.295 18.295
City Taxes 1,622 1,576 1,655
I ncrease/Decrease -46 33
2.04%
.. ..' ..
Draft 1998 Budget Summary
Proposed Tax Levy Increase
Less:
Police increase
Fire increase
CIP effort increase
77,567
55,951
4,730
13,830
74,511
Tax Levy for remainder of budget
Increase in remainder of budget
3,056
51 ,091
Total Increase in budget
125,602