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HomeMy WebLinkAbout04 19 10 City Council Work SessionO~ PRI~l~' ~ 4646 Dakota Street S.E. u x Prior Lake, MN 55372-1714 ~rr~sO.?-~° CITY COUNCIL WORK SESSION REPORT MEETING DATE: April 19, 2010 PREPARED BY: Frank Boyles, City Manager AGENDA ITEM: 2011 Budget -Program and Service Priorities DISCUSSION: The City's budget adoption calendar is more or less dictated by the State Truth in Taxation law. In previous years the process has begun in June. This year, because of the challenges created by our present economy and the staff's desire to immerse the City Council in our various financial planning documents as soon as possible, we started the process considerably earlier. Tonight's work session is intended for the staff to listen to the Council on two specific topics: Program and Service Modifications: Without getting into the administrative details, the staff would appreciate any feedback the council cares to provide regarding our services, their adequacy or need for improvement, refinement or deletion. In doing so the council is aware of our efforts to redefine service levels, sell services and shift the source of delivery through cooperative efforts with others. As a refresher we will briefly review with the City Council the cost saving measures we began in 2008 and continue on an ongoing basis. Levy Parameters: The second topic for discussion is a series of policy issues regarding the 2011 budget and the impact those policies may have on the City's future fiscal health. The staff certainly understands and agrees with the philosophy that we must be prudent in the use of the public dollar. But there is always a balancing act between our day to day financial decisions and the long term impact those decisions have. Some of the policy questions for Council discussion include: The City continues to grow modestly despite this economy. The services we are asked to provide do not decline. (We will provide building permit and valuation numbers at the meeting.) From a staffing perspective we have worked to consolidate, shift from full- time to part-time and utilize temporaries and volunteers. We will continue our efforts in each of these areas but additional full time staff will be a necessity. I believe sooner rather than later. Despite the www. cityofpriorlake . com ~ . :~UC~C(lVl~c~r~~C ~~~,;,~,;~ ~ ~ l'hcpne 952.7.9800 /Fax 952.447.4245 fact that we try to use grants like COPS Fast there is ultimately a levy impact. What is the Council's view on this matter? 2. We have collectively placed a high priority on long range financial planning. We know from past experience that the infrastructural investments we made in strong financial times were insufficient and in bad financial times our commitments have been even less. I believe one look at our street system is testimony to this fact. What do we do in these financial times that on one hand continue our commitment to our infrastructure while on the other hand is sensitive to citizens who have been impacted? 3. We are very fortunate the City Council has made a conscious effort to accumulate a significant reserve for us in hard times. These are most certainly hard times and I believe most would agree that some use of the reserve is appropriate. The question is how much should be used? Equally important is the question of the level the reserve should be kept at in the future. 4. The Council has historically targeted 45 percent as the appropriate general fund reserve amount based upon the recommendations of the State and City auditors. Jerilyn has prepared the attached financial analysis which shows what levies may be necessary for future budgets as well as the status of the reserve each year. This topic is worthy of Council discussion. There may be additional budget policy-related issues the Council desires to discuss. With the input from this meeting, staff can proceed to prepare department budgets for 2011 for discussion at our next budget work session. CITY OF PRIOR LAKE PROPERTY TAX PROJECTIONS COUNCIL WORKSHOP 04.05.2010 Pro'ected Totals 2011 2012 2013 2014 2015 2011-2015 Previous Year Tax Levy: General 7,020,503 6,967,126 7,159,716 7,642,335 7,904,470 7,020,503 Equipment Fund 260,000 270,000 280,000 290,000 320.000 260,000 Revolving Park Equip Fund - - - - - Facilities Management Fund - - - - 135,000 - Debt 2,798,683 2,881,557 3,081,281 3,225,968 3,211,074 2,798,683 10,079,186 10,118,683 10,520,997 11,158,303 11,570,544 10,079,186 Revenues: Changes in Non-Property Tax Reve (17,19$) (20,819) (15,306) (16,812) (20,337) (90,473) {17,198) (20,819) (15,306) (16,812) (20,337) (90,473) Expenditures: Personnel 371,756 265,786 276,396 287,430 298,902 1,500,270 Allocation of Overhead - - - - - - Current Expenditures (11,669) 143,814 133,128 127,122 165,936 558,331 Capital Outlay - - - - - - Capital0utlay-Technology 12,775 - - - - 12,775 Transfers to Other Funds (Debt) 29,959 53,810 49,400 (135,604) 19,963 17.528 Contingency (39,000) - 39,000 - - - Transfer-Rev Park Equip Fund {50,000) - - - - (50,000) Fire Relief Assn Contribution - - - - - - Reductions in Expenditures Needed - - - - - - 313,821 463,410 497,925 278,948 484,801 2,038,904 Debt; Existing CIP (60,589) (52,438) (58,638) (109,837) (158,037) (439,539) New CIP 108,000 210,000 154,000 240,000 240,000 952,000 EDA Lease Revenue 15,000 15,000 15,000 15,000 15,000 75,000 Market Referendum 20 463 27 162 34,325 (160,057) 41,363 (36,744) 82,874 199,724 144,687 (14,894) 138,326 550,717 Other Tax Supported Funds: Equipment Fund Levy 10,000 16,000 10,000 30,000 30,000 90,000 Revolving Park Equip Fund Levy (b~ - - - - - - Facilities Management Fund Levy (t - - - 135,000 135,000 270,000 Fund Balance: Use of General Fund Reserves (350,000) (250,000) - - - (600,000) Tax Levies: General 6,967,126 7,159,716 7,642,335 7,904,470 8,368,934 8,368,934 Equipment Revolving Fund 270,000 280,000 290,000 320,000 350,000 350,000 Revolving Park Equip Fund - - - - - - Faollities Management Fund - - - 135,000 270,000 270,000 Debt Service 2 881 557 3 081 281 3,225 868 3,211,074 3,349,400 3,349,400 10,118,683 10,520,997 11,158,303 11,570,544 12,338,334 12, 338,334 Change from Previous Year 39,497 402,314 637,305 412,242 767,790 Breakdown of Change in Levies: General (53,377) 192,590 482,618 262,136 464,464 1,348,431 Equipment Revolving Fund 10,000 10,000 10,000 30,000 30,000 80,000 Revolving Park Equip Fund - - - - - - Facilities Management Fund - - - 135,000 135,000 270,000 Debt 82 874 199 724 144,687 (14,894) 138,326 550,717 Total Change 39 497 402 314 637 305 412,242 767,790 2,259,148 General -0.76% 2.76% 6.74% 3.43% 5.88% 19.21°~ Equipment Revolving Fund 3.85% 3.70% 3.57% 10.34% 9.38% 34.62% Revolving Park Equip Fund 0.00% 0.00°k 0.00% 0.00% 0.00°k 0.00% Facilities Management Fund 0.00°!° 0.00% 0.00% 0.00% 0.00% 0.00°! Debt 2.96% 6.93% 4.70% -0.46% 4.31% 19.68% Total Change 0.39% 3.98% 6.06% 3.69% 6.64% 22.41% GENERAL FUND RESERVES: Beginning Balance 6,053,435 5,733,435 5,513,435 5,582,435 5,651,435 Ending Balance 5,733,435 5,513,435 5,582,435 5,651,435 5,720,435 Reserve Percentage 44.5% 41.2% 40.8°~ 39.9°~ 2011- 2015 CAPITAL IMPROVEMENT PROGRAM FINANCIAL SUMMARY Debt Balances As of 12/31/2009, the City of Prior Lake had $37,520,000 in debt. The following chart reflects the type of debt that comprises the $37M: Debt Type Amount Purpose G.O. Special Assessment Bonds $ 7,265,000 Street Improvement Projects G.O. Tax Increment 325,000 Tax Increment Project {EDA} G.O. Bonds {MV} .9,170,000 Referendum Projects (Park & Fire Stations) G.O. Bonds 1,165,000 Street Reconstruction Project Revenue Bonds 9,465,000 City Hall & Police Station {EDA} G.O. Revenue Bonds 9,100,000 Maintenance Facility & Water Treatment Facility G.O. Capital Improvement Bonds 1,030,000 Scott County Cooperative Agreement Total $ 37,520,000 The 2011-2015 Capital Improvement Program includes projects that are funded by bond proceeds. Bonds are issued for the project costs that the City is funding through tax levies as well as the costs that are specially assessed to property owners. The CIP anticipates $13,307,000 in bonding for projects in the Transportation Plan for 2010-2015 and $1,500,000 fora 500,000 gallon water storage unit in 2013. The following chart reflects all bonding requirements referenced in the CIP and Transportation Plan. The blue line represents the cumulative effect of new debt issued. The red line represents the retirement of existing debt. The green line is the resulting debt balance at the end of each year. Projected Debt Balances oa.os.zoio $ao.o $s5.o $30.0 -- - -- - $25.0 "~ N O_ _ $20.0 E c $15.0 $10.0 $5.0 $0.0 OHO O^~` O~`~ O~."~ O'`~` O~.h O~.fO O'`~ 0~.~ O'~°j O`1O ti ~ ti ti ti ~ ti ti ti ti ti tExisting Debt -New CiP Oebt ~~Projected Debt Council Work Session -April 5, 2010 -Capital Improvement Plan/Financial Summary Page 1 Property Tax Levies On February 1, 2010, a work session was held to discuss long-range financial planning. The information provided at that time reflected the impacts of inflationary pressures, personnel contracts, and commitments made in the previous Capital Improvement Plan (2010-2014) an future property tax levies. Subsequent work sessions were held to receive council input on preparing certain components of the draft 2011-2015 CIP: Transportation Plan, Water Plan and Sanitary Sewer Plan. The result of the adjustments being recommended in each of the plans is shown in the Property Tax Projections (next page). The primary adjustments include the following: • Police vehicles are funded in the Revolving Equipment Fund instead of the General Fund • Contribution from General Fund to Revolving Park Equipment Fund is reduced from $100,000 to $50,000 • General Fund Parks Department operating budget is adjusted to reflect maintenance needs versus the incremental increase used historically • Transportation Plan reflects input received on 02/16j10 regarding prioritization of improvement projects In addition, I have factored in two additional 2011 budget considerations to see what the bottom line impact would be on the property tax levy: • General Fund contingency line item is reduced from $69,000 to $30,000 • Utilize $350,000 in General Fund reserves for 2011 versus $250,000 Without any other adjustments to revenues or expenditures, a .39% increase in the property tax levy would be needed to balance the 2011 General Fund budget. This is only a preliminary estimate. The purpose for providine this information is to mark our aro~ress on reevaluatine service priorities and addressine fund balance reserve levels. As was noted during the Feb 1 work session, there are many components that comprise the annual budget and property tax levy. It is our goal to review and refine each of these components as we are preparing the 2011 budget and planning for future years. Council Work Session - Apri15, 2010 -Capital Improvement Plan jFinancial Summary Page 2 o~ PRI~~ ~'' ~' 4646 Dakota Street S.E. ti; u , ~ Prior Lake, MN 55372-1714 ~ESO~~, City Council Work Session April 19, 2010 Agenda for Budget Work Session # 1 I. Program and Service Modifications A. Delete current services B. Modify (add or reduce existing services) C. New services II. Levy-related Policy Issues A. Personnel Costs? B. Debt/Infrastructure Investment Level? C. How much reserve to use? D. General fund reserve percentage? III. 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' ~ s y +0 O ~ O M N w a ~ ~ O W _o a CITY OF PRIOR LAKE GENERAL FUND EXPENDITURES Budget vs. Actual 2005 2006 2007 2008 2009 2010 Operating Departments: Budgeted Expenditures 8,815,997 9,350,699 9,888,123 10,574,950 10,651,240 10,270,946 Actual Expenditures 8,406,240 9,147,893 10,193,757 9,886,350 9,808,292 10,270,946 Variance from Budget 409,757 202,806 (305,634) 688,600 c4) 842,948 (5) - Contingency: Budgeted Expenditures Actual Expenditures Variance from Budget Transfers: Budgeted Expenditures Actual Expenditures Variance from Budget Totals Total Budgeted Expenditures Total Actual Expenditures Variance from Budget Revenues: Budget Actual Variance Net Change in Fund Balance Audit Report Variance 109,854 200,000 250,000 275,000 300,000 69,000 - 141,674 107,498 90,000 7,346 69,000 109,854 58,326 142,502 185,000 292,654 - 790,180 1,290,035 1,547,684 1.,576,481 1,625,734 1,780,600 1,573,648 1,790,562 1,703,438 1,576,275 1,724,978 1,780,600 (783,468) ~'~ (500,527) t2) (155,754) (3) 206 (99,244) - 9,716,031 10,840,734 11,685,807 12,426,431 12,576,974 12,120,546 9,979,888 11,080,129 12,004,693 11,552,625 11,540,616 12,120,546 (263,857) (239,395) (318,886) 873,806 1,036,358 - 9,716,031 10,840,734 11,685,807 12,426,431 12,576,974 12,120,546 9,906,429 12,059,159 11,748,959 12,021,394 12,087,937 12,120,546 190,398 1,218,425 63,152 (405,037) (489,037) - (73,459) 979,030 (255,734) 468,769 547,321 - (73,459) 979,030 (255,734) 468,769 547,321 - ~'~ Resolution 05-105 authorized transfer of $500k to Building Fund for City Hall/Police Station project. Resolution 05-158 authorized transfer of $283k to Building Fund for City Hall/Police Station project. l2) Resolution 06-64 authorized transfer of $500k to Building Fund for City Hall/Police Station project. (3) Resolution 07-102 authorized transfer of $150k to Severance Compensation Fund for funding OPEB liability. l4> Cut 4.5 FTEs and other expenditures due to anticipated reductions in development-related revenues. l5> Eliminated overtime, delayed and/or cut expenditures due to anticipated reductions in development-related revenues. O:IBUDGETIBUDGET HISTORYIBudget History 2005 - 2010 4/19/2010 N CH G W a Z 0 J_ m ri N ~o 0 0 N ~ 7 O l0 N 00 00 ~ 0 ~ ~ ^ ~ i /4 S /F 10 N v = a ~ o ~o O u~ N O rl m ~ Q ~ Z O N N ~ ~ Q ~ ~ t0l1 M ~ ~ 3 Z tC ~ N o0 Q1 lD ~ i/~ iN iN ~ iN/F 3 ~ 3 N N ~ N l0 N ei O Q N ~ N Z d d ~ O V 3 Z CC y 3 ~ N N M ei N N M N M tT ~ V? ~ i/? ~ '!/) 3 Q 3 ~ ~ ^ ^ W M ~ O V Q ul ~ N Z ~ £ O V N 3 3 Z m d 3 ci ~ I~ to N ~ N ~ ~ t/~ ~ L Q n 3 l0 LA N ^ O N Q 3 N V1 N N n Z N d ~ ~ £ V t i1 3 N N Z [D 3 V N n W M ~ N i/~ [? [/? N L io 3 .° oo ~ ~ M o O Q 3 ~ ~ n N Z 'a N d d ~ ° o ~ ~ o v M M m Z C C O O A ~ ~ ~ a~+ 3 ~ ~ 3 ~ °° i a a i a i ° a z ocQ z c ~ 0 iV a 0 €v .~ ~ .~ ~~_ ~~ ~~ ~~ m ci~~ ~~ ~¢~ ~.a d 0 c'3 _ ~ `D arc ~ c~ ~ ° ~ Q1 ° o~ ~ , ~ ro ~' c UQo z ~d~d ~' ^ ~ fly ~' 1+ .~ d a ,~ m ~. S ~ Q o o: o .-. r O t~s ./ O r O CITY OF PRIOR LAKE COUNCIL WORKSHOP 04.05.2010 PROPERTY TAX PROJECTIONS Pro'ected Totals 2011 2012 2013 2014 2015 2011-2015 Previous Year Tax Levy: General 7,020,503 6,967,126 7,159,716 7,642,335 7,904,470 7,020,503 Equipment Fund 260,000 270,000 250,000 290,000 320,000 260,000 Revolving Park Equip Fund - - - - - - Facilities Management Fund - - - 135,000 - Debt 2,798,683 2,881,557 3,081,281 3,225,968 3,211,074 2,798,683 10, 079,186 10,118,683 10,520,997 11,158, 303 11.57Q544 10,079,186 Revenues: Changes in Non-Property Tax Reve (17,198) (20,819) (15,306) (16,812) (20,337) (90,473) (17,198) (20,819) !1F 306) (15.8121 (20,337) (90,473) Expenditures: Personnel 371,756 265,786 276,396 287,430 298,902 1,500,270 Allocation of Overhead Current Expenditures Capital Outlay Capital Outlay -Technology Transfers to Other Funds (Debt) Contingency Transfer-Rev Park Equip Fund Fire Relief Assn Contribution Reductions in Expenditures Needed Debt: Existing CIP New CIP EDA Lease Revenue Market Referendum Other Tax Supported Funds: Equipment Fund Levy Revolving Park Equip Fund Levy (bi Facilities Management Fund Levy (t - - - 135,000 135.On0 ?70.000 Fund Balance: Use of General Fund Reserves (350,000) (250,000) - - - (600,000) Tax Levies: General 6,967,126 7,159,716 7,642,335 7,904,470 8,368,934 8,368,934 Equipment Revolving Fund 270,000 280,000 290,000 320,000 350,000 350,000 Revolving Park Equip Fund - - - - - _ Facilities Management Fund - - - 135,000 270,000 270,000 Debt Service 2,881,557 3,081,281 3,225,968 3,211,074 3,349,400 3,349,400 10,118,683 10,520,997 11,158,303 11,570,544 12,338,334 12,338,334 Change from Previous Year 39,497 402,3?" 637'^° 412.242 767.790 Breakdown of Change in Levies: General (53,377) 192,590 482,618 262,136 464,464 1,348,431 Equipment Revolving Fund 10,000 10,000 10,000 30,000 30,000 90,000 Revolving Park Equip Fund - - - - - - Facilities Management Fund - - - 135,000 135,000 270,000 Debt 82,874 199,724 144,687 (14 894) 138,326 550 717 Total Change 39,497 402 314 637,305 412 242 767 790 2 259 148 General -0.76% 2.76°/ 6.74% 3.43% 5.88% 19.21% Equipment Revolving Fund 3.85% 3.70% 3.57% 10.34% 9.38% 34.62% Revolving Park Equip Fund 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% Facilities Management Fund 0.00% 0.00% 0.00% 0.00% 0.00% 0.00°h Debt 2.96% 6.93% 4.70% -0.46% 4.31% 19.68°k Total Change 0.39% 3.98% 6.06% 3.69% 6.64% 22.41 °k GENERAL FUND RESERVES: Beginning Balance 6,053,435 5,733,435 5,513,435 5,582,435 5,651,435 Ending Balance 5,733,435 5,513,435 5,582,435 5,651,435 5,720,435 Reserve Percentage 44.F°~ 412% 40.8°! 8° 9% (11,669) 143,814 133,128 127,122 165,936 558,331 12,775 - - - - 12,775 29,959 53,810 49,400 (135,604) 19,963 17,528 (39,000) - 39,000 - - - (50,000) - - - - (50,OD0) 313,821 463,410 497,925 278,P48 484.801 2,038 R04 (60,589) (52,438) (58,638) (109,837) (158,037) (439,539) 108,000 210,000 154,000 240,000 240,000 952,000 15,000 15,000 15,000 15,000 15,000 75,000 20,463 27,162 34,325 (160,057) 41,363 (36,744) 82.874 199.724 144,687 (14.894) 138.326 550,717 10,000 10,000 10,000 30,000 30,000 90,000