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HomeMy WebLinkAbout10B - 1999 Tax Levy Request .J- ,-; I /, MEETING DATE: AGENDA #: PREPARED BY: AGENDA ITEM: JUNE 15, 1998 lOB RALPH TESCHNER CONSIDER Ar.t'KOV AL OF MVTA 1999 TAX LEVY REQUEST DISCUSSION: The Minnesota Valley Transit Authority is once again requesting that the City of Prior Lake certify the maximum allowable transit property tax levy for payable 1999 on behalf of the transit authority. This agenda item requests that the council act upon this issue. Council must take action on this item, because the City needs to notify the State by 6/30/98 of our intentions regarding the transit levy. Historv On June 17, 1996 the City Council approved Resolution 96-66 which authorized the City of Prior Lake to levy the transit tax levy in lieu of the Regional Transit Board. Statutory language was amended to allow opt-out communities to select this option. Previously the MVT A basically received up to 90% of the maximum levy allowed from the Metropolitan Council. The problem became that the Metropolitan Council treated this levy as a sort of discretionary financial assistance whereby the MVT A had to continually submit requests to receive these dollars. The financial advantages were basically that if the opt-out cities would levy directly, the MVTA would be assured of these dollars in their full amount and would receive them on a regularly scheduled basis. Current Circumstanr.p-s A requirement of Minnesota Statutes 473.388 subd. 7 is that the City either notify the Commissioner of Revenue by June 30th if it intends to levy the tax or defer the transit levy authority to the Metropolitan Council. This year the MVT A levy limit has increased to an amount of $379,950 which is nearly 21% or $78,779 higher than the $301,171 amount that the City has levied on behalf of the MVTA the past two years, including 1998. The City assumed the original amount of $30 1,171 beginning with our 1997 property tax levy because the Legislature allowed a separate line item comparison for the transit levy in the 1997 Truth- in-Taxation notices. The purpose was so that cities would not be held responsible for the percentage increase as a result of combining the city and transit levy together. However for 1998 property tax notices, the separate breakout was disallowed. Therefore the Council 16200 E!i!Jfeme~~~2~. S.E., Prior Lake, Minnesota 55372-1714 / Ph. (612) 447-4230 / Fax (612) 447-4245 AN EQUAL OPPORTUNITY EMPLOYER ISSUES: ALTERNATIVES: H:\AGENDA\A9802.00c ~ '-. ; ~ elected to levy the exact same amount of $301,171 so that the citizens would not see a rise in their city property tax. Of the 7 cities within the Minnesota Valley Transit Authority, 4 levied the maximum allowed in 1998 while two decided not to assume the transit levy at all. Prior Lake was the only community to elect the option of levying an amount other than the maximum or nothing. In discussion with Rich Gardner of the State of Minnesota Revenue Department, it was clarified that the citizens in any of the opt out communities are taxed the full amount of the maximum levy allowed because the Metropolitan Council levies the difference. if a city chooses to levy less than the maximum allowable transit levy. This is not how the staff understood the levy to work. It was our understanding that if the city app.uved $301,171 that was the amount levied. The fact is that regardless of the city's levy, the Metropolitan Council levies the remaining amount to the maximum allowable. This year that amount is $379,950. Because of this situation it appears that either the City should elect to levy the transit levy amount in the maximum. amount or defer the levy to the Metropolitan Council. By taking no action the maximum levy is automatically assumed by the Metropolitan Council. So no matter who does the levying in 1999, Prior Lake taxpayers will pay an amount of $379,950 as indicated in the attached Transit Service Levy Limitation calculation. The preference of the MVTA is for the City to levy the full amount of the transit levy. Although the legislature apfJ1uved a separate transit line item for 1999 property tax notices it would still appear under the City heading and would be calculated as part of our overall tax capacity rate. The downside to continuing the MVTA levy in the city's levy is that it will distort the tax comparisons between Prior Lake and other cities who do not have the transit levy incorporated in their local levy. Also if the city levies the maximum MVT A levy it will reduce the amount available to fund city programs under the city's general overall levy limitation. The upside is that removing the transit levy from the city's total levy will lower the city portion of the property tax. However, in reality the taxpayer will be taxed the same amount only by two different taxing jurisdictions (City & Metropolitan Council). The fOllOwing alternatives are available to the City Council: 1. Defer the transit levy authority to the Metropolitan Council by not exercising the transit services local. levy option for the taxes payable year 1999. RECOMMENDED MOTION: REVIEWED BY: H:\AGENDA\A9802.00c 2. Approve the property tax levy request by the Minnesota Valley Transit Authority in the maximum amount of $379,950.00 to 1;>e included in the City of Prior Lake's local levy for the taxes payable year 1999. 3. Approve a transit property tax levy in the same amount of $301,171.00 as in 1998 with the difference being picked up by the Metropolitan Council. From Staffs perspective Altern ive #1 should be the course of action. We see no reason to i te the Metropolitan Council from its a~untability fi its tot vy. The only disadvantage of this opti,*, '0..... A mi h only collect 90% of $341 ,955. 1. Payable 1998 Levy Limit * $ 343,257 2. Pay-able 1997 Total Taxable Market Value ** $ 613,431,600 3. Payable 1998 Total Taxable Market Value ** $ 679,006,100 4. Payable 1998/Payable 1997 City Market Value Ratio (3/2) 1.106898 5. Payable 1999 Levy Limit (1 x 4) * $ 379,950 * Before HACA reduction. * * Includes tax increment values, fiscal disparity values, and powerline credit values. However, the amounts shown are after (1) limited market value adjustments and (2) market value exclusions for improvements made to qualifying homestead property ("This Old House" exclusions). Prepared by: Minnesota Department of Revenue Property Tax Division May 22, 1998 !_;~', ,,,~-.iJiifL'-;"""~-';t.' --;',:;18 a,,,,. _ill,...:. _.:.;."".~;~._'''';.tIl:.;~'l'.... a6' ..... ~C;:~'~Hl~~~jr I ~M ,i '" . !oJ