Loading...
HomeMy WebLinkAbout2009 08-31 City Council Manager Workshop PacketAGENDA MAPLEWOOD CITY COUNCIL MANAGER WORKSHOP 5:30 P.M. Monday, August 31, 2009 Council Chambers, City Hall A. CALL TO ORDER B. ROLL CALL C. APPROVAL OF AGENDA D. UNFINISHED BUSINESS 1. Overview of 2010 Budget — General Levy E. NEW BUSINESS F. ADJOURNMENT THIS PAGE IS INTENTIONALLY LEFT BLAND Workshop Agenda Item D1 WORK SESSION AGENDA REPORT TO: City Manager, Jim Antonen FROM: Charles Ahl, Assistant City Manager /Public Works Director SUBJECT: 2010 Budget -Levy Options 1. Zero Based Levy Option 2. Levy Limit Option 3. Unallotment Levy Option 4. Unmet Needs DATE: August 27, 2009 INTRODUCTION The City Council will be receiving a presentation on the 2010 Budget on the options available for considering in setting the maximum levy for taxes to property in 2010. We have prepared three options for consideration by the Council: 1. An option where the levy increase for operations is 0.0 %. 2. An option where the levy is increased to the maximum allowed by the Department of Revenue under the levy limit statute. 3. An option where the levy is increased to the maximum by levy limit, plus, a special levy is pursued to allow the City to recover the 2008 Unallotment of Market Value Homestead Credit (MVHC) funds along with 50% of the 2009 unallotment of MVHC. BACKGROUND Outlook for 2010 Budget The City Council is required to designate the maximum levy that they are considering for the 2010 budget before September 15, 2009. This amount is designated to Ramsey County for inclusion in the property tax notice statements that are mailed to property owners. This notice also includes the notice that a Truth in Taxation Hearing is to be held. Options to Consider to Address 2010 Budget Issues Attached are three summary pages indicating the range of options available for council consideration: Zero Based Levy Option This option was prepared assuming that there would be no increase in taxes to the General Fund in 2010. The staff prepared draft budgets based upon this scenario. The outcome would result in ten positions within the City remaining unfilled [retirements and vacancies would not be filled, but no layoffs would be required]. These positions include 2 in the Police Department, 4 in Public Works, 2 in Parks /Recreation area. 1 in Information Technology and 1 in Building Maintenance at MCC. Additionally, the demonstrated need to add firefighter paramedics would not be met, along with cuts to animal control, squad car replacement, a delay in replacement of a fire truck, and other impacts that are shown in the attached listing of Unmet Needs. The largest impact is on the programs for Parks and Recreation, which have been diminished in past years, and due to retirements will be down from a high of 7 employees to a proposed 2.5 employees assigned to these programs. The needs are estimated by the staff at over $2,100,000. The average residential property in Maplewood has seen a decrease in the taxable value, which if all taxing agencies have no change in their levy will result in a $90 to $112 reduction in property taxes in 2010. Packet Page Number 3 of 10 Workshop Agenda Item D1 BUDGET REPORT PAGE TWO Levy Limit Option The City is mandated to keep their levy at a minimal increase based upon state legislation. This option considers raising the levy up to the maximum allowed by that statute. In 2009, the City was allowed to raise the levy by 3.9 %, but the Council decided to reduce that amount to 2.1 This means that although the 2010 levy increase is under 1 % at 0.83% increase, the base is higher and funds are still available. An increase of 3.8% is allowed under this scenario and would generate an increase of $591,045 over the 2009 levy. Under this scenario, the median Maplewood home would still see a decrease in their property taxes of $10 -$25 annually. The increase in city taxes would be borne by a higher percentage by commercial — industrial- apartment properties, because those properties have seen a small increase or very minor decrease in the average property values. This scenario would allow the priority items as shown on the Unmet needs list to be addressed, including the filling of two vacancies within the Police Department, adding two firefighter paramedics to the Fire Department, re- establishment of 2.5 employees to Recreation and Parks Administration, codification of the City Code, maintenance of the Animal Control services and filling of one of the three vacant Public Works maintenance positions. Unallotment Levy Option This option proposes that the City pursue a special levy to refund the budget for the 2008 Unallotment of MVHC of $244,473 and 50% of the 2009 Unallotment of MVHC of $257,432. This would add $501,905 to the overall levy for 2010 of funds that the state of Minnesota has used to balance their budget out of the Maplewood levy from these years. It should be noted that the second half (50 %) of the 2009 unallotment has not technically been eliminated because payment is not scheduled to be made until December 2009, and thus, a special levy cannot be designated at this time. This scenario would propose to move further down the Unmet Needs list to use the funds as designated, although City Council input and prioritization of this list should be debated during the next 2 -3 months of budget discussions. The impact of this option of the median Maplewood home would be an increase of $40 -$55 annually, or about $445 per month in City taxes. Recommendation The action before the City Council on September 14, 2009 will be to adopt a resolution selecting the maximum levy increase for 2009, which can range from 0.0% to 3.8% with a provision to either pursue or deny the option of a special levy for some or all of the unalloted funds. It is recommended that the City Council receive and discuss the various approaches to the 2010 budget as noted. No action is required at this time. Attachments: 1. zero Based Levy Option 2. Levy Limit Option 3. Unallotment Levy Option 4. Unmet Needs List 5. Department of Revenue Levy Limit Notice 6. Budget Calendar Packet Page Number 4 of 10 Workshop Agenda Item D1 Attachment 2010 BUDGET -Zero Based Levy Option TAX LEVY BY FUND Operations: General Fund Community Center Operations Fund Recreation Programs Fund Operations Total Capital Improvements: C.I.P. Fund F.T.R. Fund Park Development Fund Redevelopment Fund Capital Improvements Total 2008 2009 2010 Levy Levy Levy $11,644,525 11, 964, 580 12,159, 580 $230,000 300,000 220,000 $250,000 250,000 135,000 $12,124,525 $12,514,580 $12,514,580 $0 $0 $0 $0 $50,000 $50,000 $0 $0 $0 $0 $0 $0 $0 $50,000 $50,000 2010 Change $195,000 1.7% ($80,000) - 34.8% ($115,000) - 46.0% $0 0.0% $0 N/A $0 N/A $0 N/A $0 N/A $0 N/A $0 0.0 °l Debt Service: Debt Service Fund Totals -All Funds $3,421,925 $3,311,655 $3,311,655 $15,546,450 $15,876,235 $15,876,235 $0 0.0% $0 0.0% Packet Page Number 5 of 10 Workshop Agenda Item D1 Attachment Operations: General Fund Community Center Operations Fund Recreation Programs Fund Operations Total Capital Improvements: C.I.P. Fund F.T.R. Fund Park Development Fund Redevelopment Fund Capital Improvements Total Debt Service: Debt Service Fund Totals -All Funds 2010 BUDGET - Levy Limit Option TAX LEVY BY FUND 2008 2009 2010 Levy Levy Levy $11,644,525 11, 964, 580 12, 540, 364 $230,000 300,000 220,000 $250,000 250,000 235,000 $12,124,525 $12,514,580 $12,995,364 $0 $0 $0 $0 $50,000 $50,000 $0 $0 $0 $0 $0 $0 $0 $50,000 $50,000 2010 Change $575,784 ($80,000) ($15,000) $480,784 4.9% - 34.8% -6.0% 4.0% $0 $0 $0 $0 $0 $480,784 $3,421,925 $3,311,655 $3,421,925 $110,270 $15,546,450 $15,876,235 $16,467,289 $591,054 N/A N/A N/A N/A N/A 3.2% 3.8% Packet Page Number 6 of 10 Workshop Agenda Item D1 Attachment 2010 BUDGET - Unallotment Levy Option TAX LEVY BY FUND Operations: General Fund Community Center Operations Fund Recreation Programs Fund Operations Total Capital Improvements: C.I.P. Fund F.T.R. Fund Park Development Fund Redevelopment Fund Capital Improvements Total Debt Service: Debt Service Fund Special Levy: 2008 Unallotment 2009 Unallotment - 50% Totals -All Funds 2008 2009 2010 2010 Change Levy Levy Levy Amount Percent $11,644,525 11,964,580 12,540,364 $575,784 4.9% $230,000 300,000 220,000 ($80,000) - 34.8% $250,000 250,000 235,000 ($15,000) -6.0% $12,124,525 $12,514,580 $12,995,364 $480,784 4.0% $0 $0 $0 $0 N/A $0 $50,000 $50,000 $0 N/A $0 $0 $0 $0 N/A $0 $0 $0 $0 N/A $0 $50,000 $50,000 $0 N/A $12,124,525 $12,564,580 $13,045,364 $480,784 4.0 °l $3,421,925 $3,311,655 $3,421,925 $110,270 3.2% $0 $0 $244,473 $244,473 N/A $0 $0 $257,432 $257,432 N/A $15,546,450 $15,876,235 $16,969,194 $1,092,959 7.0% Packet Page Number 7 of 10 Workshop Agenda Item D1 Attachment 2010 BUDGET UNMET NEEDS DESCRIPTION Department Cost Cumulative $$ 1 2 unfilled police officers Police $105,000 $105,000 2 2 new Firefighter- paramedics Fire $58,580 $163,580 3 Re- establish Park /Rec Comm Dev /Parks $250,000 $413,580 4 Codify City Code Citizen Sery $30,000 $443,580 5 Animal Control Police $26,850 $470,430 6 Refill Employee in Pub Wks Public Works $75,000 $545,430 Refill Employee in Pub Wks Public Works $75,000 $620,430 Refill Employee in Pub Wks Public Works $75,000 $695,430 7 Squad Car Replacement Police $26,000 $721,430 Squad Car Replacement Police $26,000 $747,430 Squad Car Replacement Police $26,000 $773,430 Squad Car Replacement Police $26,000 $799,430 Squad Car Replacement Police $26,000 $825,430 8 Raises -Trav - Train City Council Legislative $10,000 $1,380,430 9 CATV Staff Needs Administration $20,000 $1,800,430 10 Establish Contingency Fund Administration $200,000 $1,370,430 11 Seal Coating Program Public Works $150,000 $1,015,430 12 Refill IT Tech IT $45,000 $1,125,430 13 Park Replacement Funding Comm Dev /Parks $150,000 $1,530,430 14 MCC Bldg Replace Fund MCC $250,000 $1,780,430 15 Add 4th of July Celeb Citizen Sery $15,000 $865,430 16 Emerald Ash Borer Prog Comm Dev /Parks $25,000 $850,430 17 City Council Chambers Upgrades Legislative $100,000 $1,900,430 18 Refill Bldg Maint Employee MCC $65,000 $1,080,430 19 Refill Front Desk Reception Citizen Sery $45,000 $1,170,430 20 Redevelopment Fund Comm Dev /Parks $200,000 $2,100,430 Packet Page Number 8 of 10 Workshop Agenda Item D1 Attachment MINNESOTA- REVENUE Payable 2010 Final Overall Levy Limitation .Notice MAPLEWOOD 8118/2009 FINANCE DIRECTOR (CLERK) CITY HALL 1830 E COUNTY RD B MAPLEWOOD, MN 55109 The following is a listing of the factors used in determining your city's payable 2010 overall levy limitation. 1. PAYBALE 2009 ADJUSTED LEVY LIMIT BASE 2. INFLATION ADJUSTMENT (0.8337 %) 3A. 2007 HOUSEHOLD POPULATION 3B. 2008 HOUSEHOLD POPULATION 3C. 50 PERCENT OF HOUSEHOLD INCREASE ((3B - 3A) x.5) 3D. HOUSEHOLD ADJUSTMENT FACTOR - GREATER OF I OR (1 + 3C /3A) 4A. PAYABLE 2008 TOTAL TAXABLE MARKET VALUE 4B. PAYABLE 2009 MARKET VALUE - NEW INDUSTRIAL CONSTRUCT 4C. PAYABLE 2009 MARKET VALUE - NEW COMMERCIAL CONSTRUCT 4D. PAYABLE 2009 MARKET VALUE - NEW C/I CONSTRUCT (413 + 4C) 4E. 50 PERCENT OF MARKET VALUE OF NEW C/I CONSTRUCT (41) x.5) 4F. NEW C/I ADJUSTMENT FACTOR - GREATER OF I OR (1 + 4E /4A) 5, PAYBALE 2010 ADJUSTED LEVY LIMIT BASE (I x 2 x 3D x 4F) f 6A. 2010 CERTIFIED LOCAL GOVERNMENT AID 6B. 2410 ESTIMIATED TACONTIE AIDS 6C. 2010 ESTIMATED WIND ENERGY PRODUCTION TAX. 6D. 2010 CERTIFIED UTILITY VALUATION TRANSITION AID 6E. 2010 TOTAL CITY AID (6A + 6B + 6C + 6D) 7. PAYABLE 2410 FINAL OVERALL LEVY LIMIT (5 - 6E) INNOWN 1.008337 14,818 14,890 36 1.002429 11 "s 1t 16,467,289 0 0 0 0 0 16,467,289 Property Tax Division 7101: 651- 556 -6095 Mail Station 3340 Fax: 651- 556 -3128 St. Paul, MN 55146 -3340 =, Call 711 for Minnesota An equal opportunity employer Packet Page Number 9 of 10 Workshop Agenda Item Q1 Attachment 2010 Budget Calendar Budget instructions provided to Dept Heads July 13 Wage information available July 16 Department Requests Due (no late submittals, please!) • Public Works August 14 • Police and Fire August 17 • Finance / Comm Development -Parks August 18 • Admin / Citizen Services August 19 Finance / Admin — First Review of 2010 Budget Summary August 25 City Manager Review Meetings August 26 -28 City Council Work Session Budget Review August 31 City Council adopts Maximum Levy Resolution September 14 Department Budget Presentations • Police / Fire September 28 • Public Works / Comm Dev -Parks October 5 • Admin / Finance October 12 • Citizen Services October 26 • Overall Summary of 2010 Budget November 2 City Council adopts 2010 Budget and Calls Public Hearing Truth in Taxation Hearing November 23 December 7 Levy Certification Due to Ramsey County December 28 Packet Page Number 10 of 10