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D. Preliminary 2010 Budget & Budget Efficiency Discussion CITY OF CHANHASSEN 7700 Market Boulevard PO Box 147 Chanhassen, MN 55317 Administration PllOne 952.227.1100 Fax 952.227.111 0 Building Inspections Phone: 952.227.1180 Fax 952.227.1190 Engineering Phone 952.227.1160 Fax: 952.227.1170 Finance Phone 952.227.1140 Fax 952.227.1110 Park & Recreation Phone 952.227.1120 Fax 952.227.1110 Recreation Center 2310 Coulter Boulevard Phone 952.227.1400 Fax 952.227.1404 Planning & Natural Resources Phone 952.227.1130 Fax. 952.227.1110 Public Works 1591 Park Road Prone 952.227.1300 Fax 952.227.1310 Senior Center Phone 952.227.1125 Fax 952.227.1110 Web Site www.ci.chanhassen.mn.us b MEMORANDUM TO: Mayor and City Council FROM: 0'1'& Greg Sticha, Finance Director DATE: June 22, 2009 SUBJ: Preliminary 2010 Budget & Budget Efficiency Discussion BACKGROUND It is that time of year again when we begin preliminary discussion of the 2010 budget. At this work session, the council will receive information on some of the factors that will influence the 2010 budget, and staff would like council feedback on any items of concern and direction for the department heads as they prepare their budgets. We have included a calendar for the rest of the year reflecting meeting dates and significant deadlines for completion of the 2010 budget. If any of the dates appear to conflict with other known city deadlines or budget requirements, please let me know as soon as possible. Market Value & New Construction Value We have been informed by the county that new construction for 2009 was 1.40%. This new construction value for the city has a direct impact on the budgeting process for 2010. The total market value for the city did decrease (-.82%) for 2009, which is used for 2010 property taxes. It is extremely important to note that a decrease in total market value does not mean property taxes will increase, assuming no change in the amount levied from the previous year. The tax rate in the simplest terms is a product of the total taxable market value and the total tax levy dollars requested. We have attached an illustration that we will be reviewing with you to help understand the decreased value and what impact that will have on the city's tax rate and to the tax bill of property owners. Cost of Living The Consumer Price Index (CPI) for 2009 has remained relatively flat from the previous year. In past years' budget discussions, we have seen fairly significant Chanhassen is a Community for Life - Providing for Today and Planning for Tomorrow Preliminary 2010 Budget Discussion June 22, 2009 Page 2012 increases in the cost of living and related CPl, but this far into 2009 we have not seen that same trend. Budget Efficiency As part of our Key Financial Strategies Goals for 2009, we included a discussion on ways to improve the efficiency of the budget process. As you look at the 2010 budget calendar for the rest of this year, you will see that a large percentage of our remaining meetings contain budget discussions. One suggestion that could be considered would be to shift the individual department reviews of their budgets from the work sessions in October and November to one work session in later October. This could be accommodated in a few different ways. If a second city council meeting in October isn't needed, it could be replaced with a work session just for reviewing the 2010 individual department budgets. If the second city council meeting in October is needed, another option would be to select an alternative date in later October to be dedicated to just departmental budget reviews. Shifting these reviews to one dedicated work session would allow for a number of efficiencies. The discussion would not be carried out over two months of individual work sessions, thus allowing for the momentum and concentration of the budget discussion to continue with more continuity. It would also free-up work session time available for other topics or allow for the cancellation of work session meetings. RECOMMENDA TION Staff requests feedback from the city council regarding the level of the initial tax levy and how many alternative budget scenarios the city council would like to see. Staff would also like feedback on the budget calendar and suggested shifting of budget discussions to one meeting to become more efficient. This feedback will give clear direction to department directors as they prepare their 2010 budget requests. A TT ACHMENTS 1. 2010 Budget Calendar 2. 2009 Assessment Worksheet Summary from Carver County 3. Illustration of effect of market value decrease on tax rate F:\GregS\Budget\2010 Budget\6-22 prelim bud discussion.docx Date June 22, 2009 July 13, 2009 July 13, 2009 July 27,2009 August 10, 2009 August 24,2009 August 31, 2009 September 14,2009 September 28, 2009 October 12,2009 October 26, 2009 November 9,2009 November 23, 2009 December 7, 2009 December 14,2009 December 24, 2009 2010 Bud2:et Calendar Task Preliminary Review with City Council on 2010 Budget Calendar and Budget Forecasts Distribute 2009 General Ledger Detail, 2010 Operating Budget Preparation Worksheets, 2010-2014 CIP worksheets 2010 Payroll and Revenue Projections Distributed Completed Operating Budget Forms Returned to Finance Preliminary Budget and Levy Discussion Continued Preliminary Budget and Levy Discussion All 2010-2014 CIP Requests Returned to Finance Approval/Certification of Maximum Proposed Preliminary Levy to Carver County Auditor CIP Proofs Returned to Departments Review Department Budgets: Community Development Review Department Budgets: Public Works and Park & Recreation Review Department Budgets: Administration, Fire, Finance, and Capital Improvement Program Review Department Budgets: Rate Study & Remaining Departments Truth in Taxation Hearing Continuation Hearing, if needed, and Budget and CIP Adoption Final Date for 2010 Budget & Levy Certification to Carver County Auditor Forum Work Session Work Session Work Session City Council Meeting Work Session Work Session Work Session Work Session City Council Meeting City Council Meeting Example of Effect on Tax Rate With Market Value Decrease YEAR 1 YEAR 2 ;/ <'{I --- I I. \, ~ _"!II $2.0 Billion Taxable Market Value $1.8 Billion Taxable Market Value $2,000,000 Taxable Market Value X 25.00 Tax Rate $10,000,000 $1,800,000 Taxable Market Value X 25.25 Tax Rate $10,000,000 Average Value Home: $350,000 City Property Tax Bill $1,500 Average Value Home: $315,000 City Property Tax Bill $1,500