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HomeMy WebLinkAbout4B Proposed Tax Levy CONSENT AGENDA #: 4 (b) PREPARED BY: RALPH TESCHNER FINANCE DIRECTOR SUBJECT: CONSIDER APPROVAL OF RESOLUTION 94-55 CERTIFYING PROPOSED TAX LEVY TO SCOTT COUNTY AUDITOR DATE: SEPTEMBER 6, 1994 INTRODUCTION: BACKGROUND: DISCUSSION: Property tax legislation requires that each "taxing authority" certify a proposed tax levy for payable 1995 to the County Auditor on or before September 15, 1994. The purpose is to allow the County adequate time to prepare, calculate and mail notices of proposed property taxes for the county, school district, city and special taxing districts. The Council conducted a preliminary budget workshop on June 20, 1994 for the purpose of considering budget programs. The discussion which occurred was on fairly general basis. On Monday, August 15, 1994 a second workshop was held whereby the preliminary budget was specifically reviewed by the Council. The goals were twofold; to identify service level priorities and to reach consensus on an acceptable property tax increase. Also, a number of budget assumptions were established and their various impacts on city departments discussed. The preliminary budget, as submitted, represents a 7.7% increase above the current year. The two largest components were related to police service whereby the liaison officer program has been reinstated along with increased support staff in the form of an additional secretary and step increases associated with our general obligation debt relating to the fire hall referendum. Excluding the debt portion, the proposed operating budget accounts for a 6.5% increase over 1994. Subsequent to the last workshop review, Staff did some fine tuning in both the areas of revenues and expenditures. The impact was minimal with respect to effect upon property taxes as the proposed net property tax increase would remain within the approximate 8.6% level previously discussed with the Council. The changes that were incorporated in revenues were the result of receiving updated information from the County Auditors Office regarding anticipated fiscal disparity aid and being less aggressive in our growth forecast with respect to building permit related revenue. Fiscal disparity aid was increased by $15,330 while building activity revenue was decreased by $36,905 which equates to reducing our building permit estimates by 25 less single family homes, from 275 to 250. To offset this loss, the enterprise fund contribution to the General Fund was increased by $25,000 which represents the first increase in 5 years. 4629 Dakota St. S.E., Prior Lake, Minnesota 55372-1714 / Ph. (612) 447-4230 / Fax (612) 447-4245 AN EQUAL OPPORTUNITY EMPLOYER ...........'.~-.-r~"'--r--..,~.-;-.._-'-_.., As directed by the Council, professional services in the Planning Department were increased by $5,000 while a small adjustment of $480 was made under copier rental in Buildings and Plant to accommodate the lease purchase of our new Sharp SD-3062 copier. The net result of all the above changes produced an overall budgetary increase of only $2,055. It is essential for the City to initially certify a reasonably sufficient amount because once certified, a city is then restricted to downward adjustments only and cannot increase its final levy. In consideration of this the Council indicated an acceptance of a base levy of $3,125,210 which includes operating debt levies of $486,010 and improvement project levies of $693,500. The estimated property tax increase based upon an average market value home of $120,000 is broken down according to the following table. The calculation of the figures below factor in a 4% tax capacity valuation growth for payable 1995 property taxes. Levy Description $ Increase Tax Increase Operating Budget Levy $177,115 $31.13 Operating Debt Levy $ 57,800 $10.16 Special Debt Levy $ 80,500 $14.15 Total $55.44 As indicated above, the net budget impact (operating expenditures excluding debt) represents a moderate 4.87% increase upon the property tax. Attached to the agenda report is Resolution 94-55 which delineates the levy breakdown and establishes the City of Prior Lake's budget public hearing dates. The dates selected and reserved for the city are Wednesday December 7, 1994 and Wednesday December 14, 1994 in the event of a Council continuation. By statute, the dates available for both must fall between November 29, and December 19, 1994. Also, they must not conflict with the County, School District or the Metro taxing district which are indicated below: Taxing Authority Initial Hearing Date Continuation Hearing Date Special Metro ISD #719 ISD #720 Prior Lake Scott County 12/05 12/08 12/06 12/07 12/13 12/12 12/15 12/19 12/14 12/20 In addition, a subsequent hearing (regular council meeting of 12/19) must be held to approve the final 1995 property tax levy. This day cannot be on the same day as the budget hearing. Attached is a revised budget adoption calender reflecting these changes. . ,.,.- ..."T.."'.,.,..,.-. ALTERNATIVES: The following alternatives are available to the City Council: 1. Approve resolution 94-55 as submitted. 2. Amend Resolution 94-55 to an amount per Council decision. RECOMMENDATION: Staff would recommend approval of Resolution 94-55 Certifying Proposed 1995 City of Prior Lake Tax Levy to Scott County Auditor. By adopting this resolution, you are approving a tax expenditure ceiling and providing ultimate flexibility for final determination prior to the actual budget public hearing. ACTION REQUIRED: e Resolution 94-55 Certifying Proposed 1995 City of y to Scott County Auditor. REVIEWED BY: BUDI3.WRT " . , .',._."" ...T""'........,.-.. ..... "T'-"--' .. '. . BUDO.WRT Prior Lake 1995 BUDGET TIMETABLE MAY 16 City Council approval of budget timetable JUNE 6 Distribution of budget aids & timetable JUNE 7 - JUNE 21 Department heads conduct employee meetings to receive input on 1995 needs and prepare budget draft JUNE 20 Council input on Budget Programs & Priorities (Workshop #1) JUNE 22 Deadline for submission to Finance JUNE 27 - JULY 1 Budget information consolidated by Finance JULY 5-12 City Manager confers & reviews with each department head JULY 15-29 Budget draft & documentation is prepared AUGUST 1 City receives information from State Department of Revenue on HACA, DRA, and local government aids AUGUST 15 Council workshop on budget draft (Workshop #2) SEPTEMBER 6 Resolution adopting proposed budget and authorizing proposed property tax levy SEPTEMBER 7 "Proposed Tax Levy Certification" to Scott County Auditor SEPTEMBER 12-30 Budget refinement by Finance Director. City Manager and Department Heads OCTOBER 1-15 Final draft of Manager's budget OCTOBER 17 Council workshop on final budget draft (Workshop #3) NOVEMBER 11-23 County mails truth-in-taxation notices DECEMBER 7- DECEMBER 14 (if continued) Budget public hearing Budget adoption DECEMBER 19 Final 1995 Property Tax Levy Approval DECEMBER 27 Statutory deadline to file tax certification with County Auditor's Office T . RESOLUTION 94-55 RESOLUTION CERTIFYING "PROPOSED" 1995 CITY OF PRIOR LAKE TAX LEVY TO SCOTT COUNTY AUDITOR MOTION BY: SECONDED BY: WHEREAS, Truth in taxation provisions as specified by property tax legislation requires a proposed property levy certification to the County Auditor's Office of Scott County; and WHEREAS, the City Council of the City of Prior Lake anticipates a 1995 Operating Budget increase of approximately 7.7% which would amount to $5,144,745.00, exclusive of enterprise fund expenditures, and subject to approval by the Council following the course of public hearings scheduled for the month of December; and WHEREAS, the total proposed property tax levy approved has been determined to be $3,125,210.00; and WHEREAS, the proposed City of Prior Lake property tax levy for the year payable 1995 represents an increase of 11.8%; and WHEREAS, the City of Prior Lake shall conduct a public hearing at 8:00 P.M. Wednesday December 7, 1994 in the Prior Lake Council Chambers for the purpose of review and discussion of the City's proposed budget; and WHEREAS, a continuation hearing, if necessary, shall be scheduled for Wednesday December 14, 1994 at which time the City Council will approve the 1995 Operating Budget; and WHEREAS, the City Council will approve the Pinal 1995 Property Tax Levy during a subsequent meeting on Monday, December 19, 1994. NOW, THEREFORE, BE IT RESOLVED by the Mayor and City Council that the proposed tax levy be distributed upon the taxable property in said City for the following purposes in payable 1995: * Por General City Purposes * G.O. Improvement Bonds '87 (Carriage Hill) * G.O. Improvement Bonds '88 (North Shore Oaks) * Advance Refunding Bonds '92 (North Shore) * Advance Refunding Bonds '92 (Water Tower) * Crossover Refunding Bonds '92 (Downtown Overlay) * G.O. Improvement Bonds '93 (Waterfront Passage) * G.O. Improvement Bonds '94 (Prior South) ** Capital Park Bonds of '73 & '77 *** Pire Hall Referendurn Bond '93 $2,230,465.00 10,000.00 40,000.00 135,000.00 100,000.00 100,000.00 244,000.00 64,500.00 36,120.00 165,125.00 $3,125,210.00 4629 Dakota St. S.E., Prior Lake, Minnesota 55372-1714 / Ph. (612) 447-4230 / Fax (612) 447-4245 AN EQUAL OPPORTUNITY EMPLOYER Note: Note: Note: Note: Single starred funds shall be spread over the entire consolidated City of Prior Lake. Double starred funds shall be spread over the consolidated City except for the former Savage portion subject to annexation. Triple starred funds represent market value based referendum taxes and shall be spread over the entire consolidated City of Prior Lake. All other bond issues have sufficient fund balances to cover debt requirements. Passed and adopted this 6th day of September, 1994. { Seal} BUDI4.WRT YES NO Andren Greenfield Kedrowski Schenck Scott Andren Greenfield Kedrowski Schecnck Scott Frank Boyles City Manager City of Prior Lake "--"._.~..>"~.,.,,.."."--~_.~"..,~-_."_............-._..........~._,,_.----....'-----~,<."~-_............. T