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HomeMy WebLinkAbout08.11.14 Work Session Packet City of Farmington Mission Statement 430 Third Street Through teamwork and cooperation, Farmington,MN 55024 the City of Farmington provides quality services that preserve our proud past and foster a promising future. AGENDA CITY COUNCIL WORKSHOP August 11, 2014 6:30 p.m. Conference Room 170 1. CALL TO ORDER 2. APPROVE AGENDA 3. DRAFT 2015 BUDGET REVIEW 4. POLICE DEPARTMENT STAFFING 5. CITY ADMINISTRATOR UPDATE 6. ADJOURN PUBLIC INFORMATION STATEMENT Council workshops are conducted as an informal work session.All discussions shall be considered fact-finding,hypothetical and unofficial critical thinking exercises,which do not reflect an official public position. Council work session outcomes should not be construed by the attending public and/or reporting media as the articulation of a formal City policy position. Only official Council action normally taken at a regularly scheduled Council meeting should be considered as a formal expression of the City's position on any given matter. � �o City of Farmington 430 Third Street I Farmington,Minnesota .g�2410" 651.280.6800•Fax 651.280.6899 -."r•A PROx�\\\ www.ci.fannington.mn.us TO: Mayor, Council and City Administrator FROM: Robin Hanson, Finance Director SUBJECT: Draft 2015 Budgets DATE: August 11, 2014 INTRODUCTION: Attached for your review are the summary pages for the 2015 budgets—General Fund(Exh A), Debt Service Funds (Exh B), Special Revenue Funds (Exh C), Capital Projects Funds(Exh D) and Enterprise Funds (Exh E). These budgets were developed with the intent of continuing to provide the core General Fund services,paying the city's scheduled debt obligations, continuing to fund the long-term fmancial planning pieces you have previously put in place and to support your 2014 Strategic Plan. The purpose of this review is to provide the council one more opportunity to review the draft budgets before you are asked to approve the preliminary levy on Tuesday, September 2, 2014. DISCUSSION: During your June workshop staff reviewed the initial draft of the 2015 General Fund budget which included a proposed 6.61%net tax levy increase. Since then staff has worked to further refine the budget. The latest draft includes a proposed 4.97%net tax levy increase as is summarized in the table below. Original August 4,2014 2015 Revised 2014 Proposed Revisions to 2015 Proposed Budget Budget Initial Draft Budget Revenues $2,931,776 $3,043,207 $11,000 $3,054,207 Expenditures $10,969,831 $11,544,695 ($132,491) $11,412,204 Fiscal Disparities (assumed to be the same as 2014) $2,253,199 $2,253,199 $0 $2,253,199 General Fund Levy $5,784,856 $6,248,289 ($143,491) 6,104,798 Debt Levy $2,943,000 $3,059,728 $0 $3,059,728 Farmington Net Tax Levy $8,730,856 $9,308,017 ($143,391) $9,164,526 6.61% 4.97% The more significant changes to the draft budget were: 1) an increase to the investment interest revenue budget of$5,000,2) an increase to various recreational and Rambling River Center revenue line items totaling $6,000, 3) a decrease in the administration reserve line item of $25,000, 4) deletion of$10,000 in proposed security enhancements to the police department building, 5) a net reduction in `transfers out' of$87,000 and 6) combined net reductions across the various budget line items of$10,391. The$87,000 net reduction in `transfers out' consisted of 1)a$5,000 transfer in from the IT Fund to cover a portion of the increased investment in technology,2)a$45,000 reduction in funds needed for the Fire CIP (city is going to repurpose the second SRO vehicle to be a chief's vehicle), 3) a$45,000 reduction in the Capital Equipment Fund related to delaying the purchase of a replacement commercial inspector vehicle until 2016 (existing vehicle will then be repurposed to be the 4th chiefs vehicle), and 4)the deletion of approximately$2,000 from the building maintenance fund transfers. The 2015 fiscal disparities amount will not be known until late August. For now,the amount included in the 2015 and 2016 budgets is the same as the 2014 budget. Transfers Out The following table summarizes the net transfers out reflected in the August 11, 2014 revised 2015 General Fund Budget. The Transfers Out line item is comprised of two parts: General Fund (non-LGA items) and LGA items. The General Fund(non-LGA items) are listed in the first table,while the proposed LGA funded items are listed in the second table. Summary of General Fund (non-LGA) Uses Description Amount Strategic Plan Alignment EDA $40,000 Economic Development and Operations and Finance Arena $20,000 Operations and Finance—Long-term Financial Plan Fire CIP—Funding towards 1 Brush Truck $25,000 Operations and Finance—Long-term Financial Plan Capital Equipment Fund—2 Squads $83,000 Operations and Finance—Long-term Financial Plan Sealcoating $350,000 Operations and Finance—Long-term Financial Plan Trail Maintenance $30,000 Operations and Finance—Long-term Financial Plan Building Maintenance $15,000 Operations and Finance—Long-term Financial Plan Total $563,000 Summary of Proposed LGA Uses Description Amount Strategic Plan Alignment Customer Survey&Strategic Planning* $25,000 Communication and Engagement Assessments Related to Hotel Parcel $50,000 Economic Development Fire CIP $30,000 Operations and Finance—Long Term Financial Plan Streets&Equipment CIP $82,707 Operations and Finance—Long Term Financial Plan These funds would be used to pay for: $82,300 Application of Technology • A new software tool and redesign of the City's website, • the costs associated with updating the City's remaining computers to the same operating system and Office suite software, • Point of Sale software for the pool,* • the purchase of Accounts Payable automation software,and • online employment application software. New lights at the Rambling River Center* $6,600 Operations and Finance-RETAP recommendation Total $276,607 *Amounts are included in General Fund. Historical Preservation—Council requested additional information about the city's Historical Preservation expenditures, specifically its consulting services. The annual cost for this service is estimated to be$7,100. A detailed listing of the services provided is included as Exhibit F. Debt Service Funds Levy There have been no changes to the Debt Service Funds initial draft budget. The budget provides funding for scheduled debt principal and interest repayment obligations, as well as ongoing trustee, assessments, arbitrage and post-issuance compliance fees related to the city's debt. It also continues to strengthen the cash flows as the city continues to work toward full compliance with the 105%funding requirement and provides funding for the city's portion of the 195th Street Reconstruction project. Special Revenue Funds With the exception of the Park Improvement Fund the Special Revenue Funds budgets are the same as those you reviewed during your July workshop. After the receipt of the first half taxes,the Park Improvement Fund revenues were updated to better reflect the 2015 and 2016 special assessment projections. This resulted in a decrease of $11,877 in 2015 and $24,700 in 2016. In addition, as council directed,the 2015 and 2016 park construction costs were exchanged. Capital Project Funds The Capital Project Funds budgets are the same as those you reviewed during your July workshop. Staff would like to request that the proceeds from the sale of assets this year(2014)be captured in either the Fire Capital Projects or General Capital Equipment Fund. Where the funds are recorded would depend on the underlying vehicle being sold. For example, if it is a fire vehicle being sold,then the net proceeds, if any, would be recorded in the Fire Capital Projects Fund. Enterprise Funds With the exception of the Streetlight Fund the Enterprise Funds budgets are the same as those you reviewed during your July workshop. The revised Streetlight Fund budget includes a$20,000 expenditure in the 2015 budget to provide funds for a test area for LCD replacement lights. Staff is developing long-term financial projections and a rate study for the Sewer and Storm Water Funds, similar to what was prepared for the Water Fund in 2013. The results of these projections and various fee recommendations will be reviewed with you in a workshop later this fall. Projected Budgeted Fund Balances The final table in your packet(Exhibit G)provides a recap of the historical (2011,2012 and 2013) fund balances for each fund, actual 6/30/2014 fund balance, and the projected(2014, 2015 and 2016)fund balances for each of the funds included in this budget packet. The budgeted fund balance projections were computed by adding the budgeted net change in 2014, 2015 and 2016 to the actual 12/31/2013 fund balance. Additional Notes Assuming the 2015 fiscal disparities monies are the same as the amount to be received in 2014, the City's levy would need to increase 4.02%to fund increased human resource costs and budgeted debt service needs. These are items that you have already approved in 2013 and 2014. The estimated increase to the average residential homeowner's property taxes (assumes an estimated market value of$197,416)would be $35.69. The estimated market value(EMV) for next year increased from$179,338 to $197,416, an increase of 10.08%. The additional .95% included in the City's draft budget,totaling a 4.97% increase, is estimated to cost the average homeowner an additional $9.86, for a total projected increase of$45.55 on the average residential home. The attached budgets do not provide any funding for a new ladder truck, any recommendations made in the Aquatics Feasibility Study or any Ice for Tigers funding requests. BUDGET IMPACT: All information is related to the development of the 2015 city budget and tax levy. The 2016 projected budget numbers have had minimal review; they are a work in progress. ACTION REQUESTED: At this point staff is looking for specific direction on further revisions, if any,the council would like to have made to the draft budgets. Department heads will be in attendance at the work session to answer any questions you may have or provide additional insight into their proposed budgets. Respectfully submitted, Robin Hanson, Finance Director c '4 A- City of Farmington Budget and Tax Levy 2014 Final,2015 Proposed and 2016 Proposed 2015 Budget% 2016 Budget Company 2014 Budget Proposed Proposed Budget Change Budget Change /o R evenues f Licenses and Permits 417,873 483,2201 15.64% 483,220 0.00% Intergovernmental Revenue 680,891 755,8571 11.01% 755,857 0.00% Charge for Service 585,100 558,950; (4.47)% 557,350 (0.29)% Fines and Forfeitures 70,800 72,000 1.69% 72,000 0.00% Investment Interest 55,000 20,000 (63.64)% _ _ _ 9,440 (52.80)% Miscellaneous 35,500 40,000 12.68% 39,500 (1.25)% Transfers in - — 1,086,612 1,124,180, 3.46% 1,822,840 62.15% Total Revenues 2,931,776, 3,054,2071 4.18% 3,740,207 22.46% Expenditures Administration - - 858,5721 849,877 (1.01)% 966,793 13.76% Human Resource 251,726 263,3441, 4.62% 278,757 5.85% Finance and Risk Mgmt 562,154 614,019 9.23% 650,918 6.01% Police 4,072,639 4,103,572 0.76% 4,230,209 3.09% Fire 1,121,266 961,717 (14.23)% 1,111,985 15.62% ' Engineering 1,155,773 1,227,310 6.19% 1,268,712 3.37% Municipal Services 1,234,907 1,289,684' 4.44% 1,352,646 4.88% Parks and Recreation 1,222,215 1,276,674 4.46% 1,999,609 56.63% Perm Levy Adj(2015&2016)and 1/3 Delq Exp(2016) 30,000 73,000 143.33% Transfers Out 490,579 796,0071 62.26% 910,000 14.32% Total Expenditures 10,969,831 11,412,204 4.03% 12,842,629 12.53% Revenues Over(Under)Expenditures (8,038,055) (8,357,997) 3.98% (9,102,422) 8.91% 'Fiscal Disparities 2,253,199, 2,253,199 0.00% 2,253,199 0.00% General Fund Levy 5,784,856 6,104,798; 5.53% 6,849,223 12.19% Debt Levy 1 Debt Levy-Bonds 2,823,000 2,939,728 4.13% 3,071,848 4.49% , Debt Levy-Fire Truck 120,000 120,0001 0.00% 120,000 0.00% Total Debt Levy 2,943,000 3,059,728 1 3.97% 3,191,848 4.32% Ag Credit 3,000 (100.00)% Farmington Net Tax Levy 8,730,856 9,164,526 4.97% 10,041,071 9.56% 1 Location: Documents\FARMINGTON\Budget 2015-2016\1 General Fund Budget Summary Page 8/1/2014 1:50:41 PM EAA A9 Debt Service Funds Summary *Includes Fund 3005 (formerly 86A)as placeholder for Fire Truck loan and Fund 3093 as Placeholder for 2015A 195th St Bond Issue 2013 Actual, 2014 Final, 2015 Proposed, 2016 Proposed December YTD December December December Company Actual YTD Budget YTD Budget YTD Budget 2013 2014 Entry 2015 Entry 2016 Revenues Property Taxes(i.e.Debt Levy) 2,600,801 2,943,000 3,059,7281 3,191,848 Special Assessments 543,122 239,041 489,607, 466,818 Deferred Assessments(VRC) 23,539, 331,598 Total Revenues 3,167,463 3,513,639 3,549,335 3,658,666 Expenditures Principal Repayment 7,444,4241 2,473,156 3,082,8191 4,527,474 Interest on Debt 1,218,973 1,078,212 973,822 990,716 Debt-Fiscal Charges 33,853' 60,608 28,1621 28,593 Total Expenditures 8,697,251 3,611,976 4,084,803 5,546,783 Other Financing Sources Bond Proceeds 6,860,000 14,250' 4,290,000 Transfers In 4,242,466 639,860 826,140 1,626,552 Transfers Out (1,618,800) (202,000) (4,437,000) (102,000) Total Transfers 9,483,666 452,1101 679,140 1,524,552 Change In Fund Balance 3,953,8781 353,773 143,672 (363,565) 8/1/2014 1:52:33 PM Page 1 of 1 Special Revenue Funds Budget Summary 2013 Actual,2014 Final,2015 Proposed and 2016 Proposed December YTD December YTD December YTD December YTD Company Actual Budget Budget Entry Budget Entry 2013 2014 2015 2016 Revenues EDA(2000) 132,2581 2,050' 750 750 TIF-City Center(2050) 129,725 135,000 137,120 2,120 TIF-Eagles(2051) 0 14,000 190 190 Police Donations&Forfeitures(2100) 13,415 5,000 5,060 5,060 Park Improvement Fund(2300) 86,621 52,860 21,193 9,157 Ice Arena(2500) 279,692 285,100 289,860 295,360 Total Revenues 641,710 494,010 454,173 312,637 Expenditures EDA(2000) 68,255' 42,013 42,070 42,459 TIF-City Center(2050) 11,595 9,304 9,304 TIF-Eagles(2051) 1,657 14,000 0 Police Donations&Forfeitures(21 00) 20,449 6,500 6,500 6,500 Park Improvement Fund(2300) 128,879 80,000 70,000 200,000 Ice Arena(2500) 271,302 298,450 328,204 321,912 Total Expenditures 502,137 450,267 456,078 570,871 Transfers Transfers In 61,380 60,000 1.50,0.00 100,0.00 Transfers Out (155,672) (74,720) 0 Total Transfers (94,292) (14,720) 150,000 100,000 Change in Fund Balance 45,281 29,023 148,095 (158,234) 8/1/2014 1:53:32 PM Page 1 of 1 Capital Projects Funds Summary 2013 Actual,2014 Final,2015 Proposed,2016 Proposed December YTD December YTD December YTD December YTD Company Actual Budget Budget Entry Budget Entry 2013 2014 2015 2016 Revenues 1 Sanitary Sewer Trunk(3900) 105,031 30,000 34,790 32,2901 Cable Communications Fund(4000) 184,671 115,000 173,210 j 173,210 Road and Bridge/Street Reconstruction Fund(4100) 626,523 507,200 53,1351 49,882 t Fire Capital Projects Fund(4300) 51,000 15,0901 15,090 Storm Water Trunk(4400) 182,415 10,000 36,270 28,770 RRC&Youth Hockey Cap Proj Donations(Rec Cap Proj Fund-4500) 21,325 5,140 5,140 Private Capital Projects(4600) 14,806 50,00.0 21,990 21,990 Permanent Imp Revolving Fund(4900) 28,033 0 56.0 560 New-Gen'i Cap Equip Fund(5600) _ Maintenance Fund(5700) 0 4,180 4,1801 Total Revenues 1,213,805 712,200 344,365 331,1121 Expenditures Sanitary Sewer Trunk 113,409 0 Cable Communications Fund 47,569 330,500 71,000 66,0001 Road and Bridge/Street Reconstruction Fund(4100) 160 0 I I Fire Capital Projects Fund(4300) 28,248 62,500] 347,500] t Storm Water Trunk Fund 664 60,000 350,000j j RRC&Youth Private Capital Projects Cap Proj Donations(Rec Cap Proj Fund-4500) 117,867 50,000 20,0001 20,000 i 1 Permanent Imp Revolving Fund 410 0 i New-Gen'I Cap Equip Fund(5600) 165,7071 160,0001 Maintenance Fund 204,649 300,000 5,020,0001 300,000 Total Expenditures 550,917 740,500 5,696,7071 901,000; Transfers I Transfers In 15,638,734 632,579 5,052,7071 952,000 Transfers Out (17,486,419) (257,633) (518,633); (2,172,000)1 ■ Total Transfers (1,847,685) 374,946 4,534,0741 (1,220,000)1 Change in Fund Balance (1,184,798) 346,646 (818,268); (1,789,888) 8/1/2014 1:54:13 PM Page 1 of 1 Enterprise Funds Budget Summary 2013 Final,2014 Final,2015 Proposed,2016 Proposed December YTD December YTD December YTD December YTD Company Actual Budget Budget Entry Budget Entry 2013 2014 2015 2016 Revenues Liquor Stores,Net of Cost of Goods Sold(6100:6115) 1,143,196; 1,077,575 1,156,372 1,178,329 Sewer Operations(6200:6205) _ 1,897,807 1,795,750 1,803,280 1,803,280 Solid Waste(6300:6302) 2,026,028 1,867,700 1,928,430 1,925,730 Storm Water(6400:6405) 550,904; 553,500 556,350 556,350 Water(6500:6508) 1,520,561 1,699,750 1,732,312 1,740,973 Streetlights(6600:6602) 216,719 215,000 216,070 216,070 Total Revenues 7,355,215, 7,209,275 7,392,814 7,420,732 Expenditures Liquor Stores 827,800 912,468 872,022 889,939 Sewer Operations 1,621,061• 1,824,550 2,583,724 1,885,091 Solid Waste 1,658,5491 1,707,870 1,711,408, 2,086,028 Storm Water 501,458 666,338 701,759 749,554 Water 1,406,1251 1,794,091 1,538,396 1,486,118 Streetlights 184,834 188,150 216,900 206,400 Total Expenditures 6,199,826 7,093,467 7,624,209 7,303,130 Transfers _ - Transfers In 130,427 0 - - ----- - - --- Transfers Out (1,495,114) (1,414,119) (1,466,687) (1,317,392) Total Transfers (1,364,687)I (1,414,119) (1,466,687) (1,317,392) Change In Fund Balance (209,298) (1,298,311) (1,698,082) (1,199,790) 8/1/2014 1:54:52 PM Page 1 of 1 Exhibit F Heritage Preservation Commission Consulting Services Mr. Vogel has been a consultant for the City's Heritage Preservation Commission since 1993. Following are the main services Mr. Vogel provides: ✓ Completes the Certified Local Government(CLG)Annual Report for the City's Heritage Preservation Commission. This report gets submitted annually to the States Historic Preservation Office and is a requirement to maintain Certified Local Government status. ✓ Provides training to staff and the HPC Members as required to maintain CLG status. This past year workshops were held with the Commission Members and myself, one was a"basic training"workshop where Mr. Vogel explained the role and powers of the HPC. Additional training was provided regarding architectural styles and history this past year as well. These training sessions are proposed to continue into this year and beyond. ✓ Mr. Vogel is a qualified historic preservation professional as outlined in the Minnesota Certified Local Government Procedural Manual. As a qualified preservation professional he is able to identify, evaluate,register, and provide treatment activities to historic properties and/or buildings. ✓ He has developed and maintains the City's historic resources inventory. ✓ He has prepared a number of comprehensive surveys,with the first one being completed in 1996. With that approximately 90%has been surveyed for architectural resources. ✓ He advises me,the HPC and if necessary the City Council on all matters related to Heritage Preservation. 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Z U 0o co w w 1n 3 ,_ ., c 3 ,n o :°. vl To Q w Q .a :,.., w -Q U E m •E °Zf c 3 °' E °' o C t�/�� Y 0 LL. U .O CO w f0 f6 O ' w w▪ .- � O' w .O 'F'' Y Q E w• w w W I-- �- O_ O_ IL' OL N O 11 V) 0. o. VG Z 4, J N CI) V) 3 Vl w C 'O 0. C C N U ca c W Z -o f0 * H C7 off 4/y City of Farmington 430 Third Street Farmington,Minnesota 1�0� : 651.280.6800•Fax 651.280.6899 4 pRov www.cifarmington.mn.us TO: Mayor and Councilmember's City Administrator FROM: Brian Lindquist Police Chief SUBJECT: Officer staffing concerns DATE: August 4,2014 INTRODUCTION/DISCUSSION With the retirement of Officer Mincke, The Farmington Police Department will go to 23 sworn officers. Since the demotion of Officer Mincke in January and his subsequent rescheduling to a midnight shift, the day shift has operated short an officer. Officer Bellows, a night shift officer, agreed to rotate to days to help cover the shortage. Several other schedule changes and offering over-time allowed us to fill in the remaining gaps. At the completion of the school year, School Resource Officer Van Dorn was placed in the vacated shift to help cover that shortage for the summer. The summer season offers its own hurdles, more officers take vacation, it is easier to accomplish certain types of training and case and workloads tend to increase. We try to accommodate all vacation and training requests. They've earned the time off and should'be allowed to use it. It should also be noted that the department participates in two additional traffic enforcement projects that are federally funded. All of these shifts tend to be over-time shifts, but nonetheless, must be filled by officers who are already working significant hours. Very shortly, Officer Van Dorn will be returning to the schools. Two other Officers are expecting children and will take advantage of FMLA this fall. The second half the department is scheduled to complete their training at Ft. McCoy this October. And several officers have put off vacation requests,waiting for things to slow down. ACTION REQUESTED I would like to bring Officer Tukua back as soon as possible. He has been off since January and will have to be brought back up to speed. He will need to be put through a modified training program to familiarize him with the new squad computer programs, firearms instruction and updating mandatory required training. We anticipate this to take approximately two weeks. Officer Tukua will then be shadowed by a training officer for an additional 2 weeks to ensure he is back to road ready. I'm fearful that any delay will result in a longer period where we as a department would be vulnerable with no redundancy if an officer were to be injured or have an extended illness. Respectfully submitted, Brian Lindquist Chief of Police