A 2005 Budget, CIP, Cash Bal
CITY OF
CHANHASSEN
noD Market Boulevard
PO Box 147
Clìanhassen. MN 55317
Administration
Phorle 952.227.1100
Fax 952.2271110
Building Inspections
Pr¡oiìe 9522271180
Fax 952227.1190
Engineering
Phone 9522271160
Fax 952.2271170
Finance
Pnorle 952.2271140
Fax 952227 1110
Park & Recreation
Pllli'le 952.227.1120
Fax 952.2271110
Recreation Cerlter
2310 Coulter Boulevard
PlìOlì8 9522271400
Fax 952.2271404
Planning &
Natural Resources
Phone 952.227.1130
Fax. 952.2271110
Public Works
1591 Park Road
PhOl18 952.227.1300
Fax 952.2271310
Senior Center
PIUIIC. 952227.1125
Fax 952.227.1110
Web Site
www.cl.challhassel·,.!ìln.lIS
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MEMORANDUM
TO:
Mayor
City Council '
Bruce M. Dejong, Finance DireClor@jj¡)
November 17,2004
FROM:
DATE:
SUBJ:
Comprehensive 2005 Budget Review, Debt Service,
Cash Balance & Capital Improvement Budget
The city budget for 2005 represents a significant change in how staff proposes to
finance operations and capital for the foreseeable future. We have a historic
opportunity because of the termination of our Downtown TIF district to become
much more self-sufficient in financing our equipment and street projects without
needing to turn to the bond market. We can finance our operations, maintain the
cash balances that have been so important in getting our bond rating upgraded,
and maintain significant flexibility for the next five years if the City Council
adopts this strategy. We will be able to accomplish this while giving an average
residential property a decrease in actual city taxes paid of about 5%!
Strategy Highlights
Staff intends to finance equipment through the general tax levy annually instead
of issuing equipment certificate bonds. We also intend to establish a revolving
improvement fund with the available cash that exists after closing our
Downtown and McGlynn TIF deficits and clearing out all of our remaining debt
service and capital project fund deficits. The revolving fund will pay for all of
our anticipated local street improvements for at least the next five years. This,
combined with the $800,000 levy for equipment, will eliminate the need for
bonding for general city purposes until we have passed through the current debt
service spike and paid off the Park & Trail Referendum bonds.
Levy Change Highlights
Our preliminary budget includes new levies for the Capital Replacement Fund
and the MSA Fund. These levies are taking the place of a couple of items that
we had last year.
The Capital Replacement levy of$800,000 basically takes the place of the
$821,915 transfer to debt service in the 2004 General Fund budget. This will
The City of Chanhassen · .A growing communrty Wltlì clealllakes. Quality
CITY OF
CHANHASSEN
noo Market Bou!evard
PO Box 147
Chanhassen. MN55317
Administration
PhOI18 952227 1100
9522271110
Building Inspections
PI101Ie 952.227.1180
Fax 952.227.1190
Engineering
Phone 952.227 1160
Fax 952 2271170
Finance
Pr,Olìe 952.2271140
Fax 952227 1110
Park & Recreation
Phooe 952.2271120
Fax 952.227.1110
Recreation Center
2310 Cou'ter BOllievard
Phone. 9522271400
Fax 952227 1404
Planning &
Natural Resources
Prione 952.2271130
Fax 952.227.1110
Public Works
1591 Park Road
Phone 952 2271300
Fax 9522271310
Senior Center
952227.1125
Fax 952.227.1110
Web Site
www.c:..:riallrlassen.mn.us
Comprehensive 2005 Budget Review
November 17,2004
Page 2 of3
allow us to purchase equipment without having to issue debt to do it. It also is a
general levy which counts toward our levy limit if that is reinstated by the State
Legislature in the future. This will protect the city from having a temporarily
lower levy that gets locked into place if levy limits are imposed based on the
current year's levy like they were last time.
The MSA levy is to fund local street and trail maintenance projects. This takes
about $27,000 from the Street Maintenance materials budget, $35,000 from the
Park Maintenance street maintenance budget, and $33,600 from the MSA state
aid revenue to put into the MSA Fund. This, along with the new levy amount
and increased state aid funds put toward maintenance instead of construction,
will allow us to generate $385,000 annually to fund seal-coating and crack
sealing on city streets, parking lots and trails.
General Fund
Expenditures
Our general fund expenditure budget is up about 5.6% from the 2004 budget.
This includes personal services increases in the Carver County Sheriff Contract
and the Engineering and Planning budgets. The Sheriff contract is budgeted to
add two positions for 2005. Engineering is adding hours to the GIS coordinator
position. This will remain a part-time position, but will bring the position up to
30 hours per week. The planning position takes the intern position and replaces
it with a Planner I on a full-time basis.
The Fire Department budget includes a pass-through of state aid to the relief
association. We have to pay all of the State Fire Aid that we receive to the relief
association. If it is insufficient to meet the actuarial requirements needed to pay
pensions, then the city is responsible for the difference. We have exceeded our
required amount by almost $20,000 for 2004. The budget is adjusted up to
reflect an assumption that our aid will be $163,500 for 2005. The remainder of
the $180,000 retirement payment is for FICA and PERA on the department's
full-time employees.
Revenues
Property tax revenues are estimated to be reduced by the Market Value
Homestead Credit amount of approximately $300,000. Staff anticipates that the
state budget problems will again force the loss of this aid. After making
adjustment for the health insurance reduction from our initial estimate, we were
able to reduce the levy by an additional $16,355.
The City of Chanhassen · A growing community wltl, cleall lakes, quality
CITY OF
CHANHASSEN
noD Market Boulevard
PO Box 147
Cllanhass8Il M~I 55317
Administration
Phooe 9522271100
Fax 952.2271110
Building Inspections
Phooe 9522271180
Fax 952.227.1190
Engineering
Phone 9522271160
Fax 952.227.1170
Finance
P'lOlìO. 9522271140
Fax. 952 2271110
Park & Recreation
Phorle 9522271120
Fax 952.227 1110
Recreatlorl Cellter
2310 Coulter Boulevard
PllOlle 952.2271400
Fax 952227.1404
Planning &
Natural Resources
Phone 952.2271130
Fax 952.227.1110
Public Works
1591 Park Road
Phclle 952.227 1300
Fax 952.2271310
Senior Center
Prlone 952.2271125
Fax 9522271110
Web Site
www.c challhassenmruls
Comprehensive 2005 Budget Review
November 17, 2004
Page 3 of3
I have also predicted an increase in property tax delinquencies as the economy
continues to lag. $90,326 is the amount that our prior year delinquency rate
would indicate. This has to be added to the $300,000 in Market Value
Homestead Credit that we know we won't receive for a total uncollectible tax
amount of $390,000.
The intergovernmental revenue changes are related to the items that were
discussed in the expenditure section. We reduced the MSA Maintenance item
because it is now reflected in the MSA Fund (415). We increased the shared
taxes to reflect the anticipate fire aid.
The last big change is for interest earnings. We made just over 2% on our
investments last year, and the interest rates do not seem to be increasing much at
this point in the economic cycle. Revenues are cut by $30,000 in this account to
reflect this continuation of low investment yields.
Debt Service Levies
The debt service levies were adjusted to reflect the actual amount of the 2004A
bond issue. This reduces the levy by $15,157 from the original estimate
prepared in July.
Recommendation
Staff recommends that the City Council approve the budget and tax levy as
presented by staff. We have reduced the tax levy by $31,512 from the
preliminary levy that is used for Truth-in- Taxation purposes which already
provides a 5% reduction on an average residential property. We look forward to
discussing these issues with the City Council at our worksession on November 22.
Attachments:
Tax Levy comparison
General Fund Revenues
General Fund Expenditures
Bond Debt Levies
Available Cash Estimate
Revolving Assessment Fund
The City of Chanhassen · A growing commulìily willi cleal1lakes. qua:lty
CITY OF CHANHASSEN
TAX LEVY
2005 Budget
TAX CAPACITY BASED TAX LEVY
General Fund
Capital Replacement Fund (for equipment)
MSA Fund (for street & trail pavement maint.)
Special Assessment Debt
General Obligation Debt
Debt of Other Agencies (EDA)
TOTAL TAX CAPACITY BASED TAX LEVIES
MARKET VALUE TAX LEVY
Park Referendum
Library Referendum
TOTAL MARKET VALUE TAX LEVY
TOTAL TAX LEVY
Dollar Increase
Taxes applied to:
General Fund $
Capital Replacement
MSA Fund
Total Levy subject to levy limits
Bond Funds
Total
Tax Generation Capacity
Prior Year
New Construction
TIF Dist 1
Eden Trace TIF
Total Capacity
Net Effect on existing property owners
2004
Levy
$6,657,060
o
218,485
284,532
153,693
$7,313,770
841,397
484,000
$1,325,397
$8,639,167
6,259,575
800,000
162,000
$7,221,575
2,241,091
$9,462,666
$8,639,167
$172,783
$1,040,000
$110,000
$9,961,950
-5.01 %
2005
Levy
$ 6,259,575
$ 800,000
162,000
96,940
658,604
121,213
8,098,332
881 ,234
483,100
$1,364,334
$9,462,666
$823,499
Percent
Increase
-5.97%
-55.63%
131.47%
10.73%
4.73%
-0.19%
2.94%
9.53%
8.48% Increase
-397,485
CITY OF CHANHASSEN
2005 BUDGET
REVENUE
101 General Fund
2003 2004 2005
ACCOUNT DESCRIPTION BUDGET BUDGET BUDGET
GENERAL PROPERTY TAX
3010 Current Property Tax 6,465,535 6,657,060 6,243,220
3002 Allowance for Delinquent Taxes (60,000) (388,734) (:390.000)
3011 Delinquent Property Tax 50,000 50,000 50,000
3041 Homestead & Ag Credit
3090 Other Property Taxes
3500 Local Government Aid 20,400
TOTAL GENERAL PROPERTY TAX 6,475,935 6,318,326 5,903,220
LICENSES
3203 Dog Kennel 600 450 450
3205 Dog or Cat 2,300 2,000 2,500
3213 Solicitor 550 550 550
3223 3.2 Off and On Sale 800 850 850
3226 Liquor On and Off Sale 55,000 81,000 81,000
3227 Club and Sunday 1,700
3230 Rental Housing Licenses 40,000 20,000 20,000
3284 Rubbish 500 500 500
TOTAL LICENSES 101,450 105,350 105,850
PERMITS
3301 Building 616,000 616,000 616,000
3302 Plan Check 365,000 365,000 365,000
3305 Heating & NC 110,000 110,000 110,000
3306 Plumbing 88,000 88,000 88,000
3307 Trenching 10,000 10,000 10,000
3308 Gun 1,000 1,000 1,000
3309 Sprinkler 16,000 5,000 5,000
3310 Gas Piping 30,000
3311 Sign 3,000 3,000 3,000
3316 Septic Tank 2,000 2,000 2,000
3320 Stable 300 300 300
3328 Wetland Alteration 600 600 600
3329 Demolition 100 100 100
3390 Misc. Permits 1,500 1,500 1,500
TOTAL PERMITS 1,243,500 1,202,500 1,202,500
FINES & PENALTIES
3401 Traffic & Ordinance Violation 35,000 35,000 60,000
3402 Vehicle Lockouts 1,500
3404 Dog/Cat Impound 4,000 4,000 4,000
TOTAL FINES & PENAL TIES 39,000 39,000 65,500
CITY OF CHANHASSEN
2005 BUDGET
REVENUE
101 General Fund
2003 2004 2005
ACCOUNT DESCRIPTION BUDGET BUDGET BUDGET
INTERGOVERNMENTAL REVENUE
3502 M.S.A. Maint. & Constr. 33,600 33,600
3509 Other Shared Taxes 108,000 108,000 163,500
3510 Grants-State 40,000 40,000 40,000
TOTAL INTERGOVERNMENTAL REV 181,600 181,600 203,500
CHARGES FOR CURRENT SERVICES
3601 Sale of Documents 4,000 4,000 4,000
3602 Use & Variance Permits 23,000 23,000 23,000
3603 Rezoning Fees 1,000 1,000 1,000
3604 Assessment Searches 700 700 700
3605 Plat Recording Fees 6,000 6,000 6,000
3613 Misc.-General Government 59,000 59,000 59,000
3614 Admin. Charge-2% Constr. 40,000 40,000 80,000
3617 Engineering General 11,600 11,600 11,600
3619 Investment Management Fee 65,000 65,000 65,000
3629 Misc.-Public Safety 5,000 5,000 5,000
3631 Recreation Center 207,500 207,500 170,000
3633 Park Equipment Rental 150 150 150
3634 Park Facility Usage Fee 15,500 15,500 15,500
3635 Watercraft Rental 4,000 4,000 4,000
3636 Self-Supporting Programs 147,000 147,000 157,000
3637 Senior Programs 30,000 30,000 30,000
3638 Food Concessions 16,000 16,000 16,000
3639 Misc.-Park & Rec. 800 800 800
3649 Misc.-Public Works 2,000 2,000 2,000
TOTAL CURRENT SERVICES 638,250 638,250 650,750
OTHER REVENUE
3801 Interest Earnings 170,000 130,000 100,000
3802 Equipment Rental & Sale 30,000 30,000 30,000
3807 Donations 15,000 15,000 15,000
3808 Ins. Recoveries & Reimburse 5,000 5,000 5,000
3812 Contractor Verification 2,500
3816 SAC Retainer 5,000 5,000 5,000
3818 Sur-Tax Retainer 1,500 1,500 1,500
3820 Misc. Other Revenue 5,000 5,000 5,000
3829 Interest/Penalties-Other 500 500 500
3903 Refu nds/Rei m bu rsements 6,000 6,000 6,000
TOTAL OTHER REVENUE 240,500 198,000 168,000
** TOTAL GENERAL FUND REVENUE 8,920,235 8,683,026 8,299,320
TOTAL GENERAL FUND EXPENDITURES 8,299,320
NET LEVY REMAINING
GENERAL GOVERNMENT
1110 Legislative
1120 Administration
1130 Finance
1140 Legal
1150 Assessing
1160 MIS
1170 City Hall
1180 Elections
1190 Library Building
TOTAL
LAW ENFORCEMENT
1210 Law Enforcement
1220 Fire
1250 Building Inspection
1260 CSO
TOTAL
PUBLIC WORKS
1310 Engineering
1320 Street Maintenance
1350 Street Lighting
1370 Vehicle Maintenance
TOTAL
COMMUNITY DEVELOPMENT
1410 Planning Commission
1420 Planning Administration
1430 Senior Commission
. TOTAL
PARKS & RECREATION
1510 Park & Rec. Commission
1520 Park Administration
1530 Recreation Center
1540 Lake Ann
1550 Park Maintenance
1560 Senior Center
1600 Recreation Programs
1700 Self-Supporting Programs
TOTAL
Total Operational Expenditures
Transfer to Debt Service
.. TOTAL GENERAL FUND
CITY OF CHANHASSEN
2005 BUDGET
Expenditures
Personal Materials & Contractual Capital 2004 %
Services Supplies Services Outlay Total Total Change
34,200 200 100,200 - 134,600 119,200 12.92%
351,700 500 51,700 - 403,900 393,300 2.70%
211,400 900 85,350 2,500 300,150 292,720 2.54%
- - 145,000 - 145,000 110,000 31.82%
- - 83,600 - 83,600 70,100 19.26%
144,800 16,600 97,700 - 259,100 258,050 0.41%
63,100 39,600 293,150 - 395,850 415,900 -4.82%
13,500 - 5,000 - 18,500 31,750
- 2,000 69,500 - 71,500 61,500 16.26%
818,700 59,800 931 ,200 2,500 1,812,200 1,752,520 3.41%
68,300 - 1,189,000 - 1,257,300 1,081,800 16.22%
512,500 47,200 97,050 - 656,750 615,350 6.73%
691,200 8,700 24,400 - 724,300 700,400 3.41%
42,850 3,850 11,050 - 57,750 58,450 -1.20%
1,314,850 59,750 1,321,500 - 2,696,100 2,456,000 9.78%
470,000 800 28,150 250 499,200 454,660 9.80%
581,500 106,450 33,350 1,250 722,550 710,670 1.67%
- 1,500 231,800 - 233,300 233,300 0.00%
241,000 86,200 41 ,1 00 6,000 374,300 358,700 4.35%
1,292,500 194,950 334,400 7,500 1,829,350 1,757,330 4.10%
- 150 2,950 - 3,100 3,100 0.00%
334,450 700 14,125 - 349,275 315,475 10.71%
17,650 220 1,050 - 18,920 18,620 1.61%
352,100 1,070 18,125 - 371,295 337,195 10.11%
- 125 1,100 - 1,225 1,225 0.00%
104,100 1,000 6,200 - 111,300 104,500 6.51%
190,900 11,500 32,500 - 234,900 230,250 2.02%
12,000 9,350 43,850 - 65,200 63,140 3.26%
600,300 85,300 80,150 3,000 768,750 767,950 0.10%
24,300 3,500 10,550 - 38,350 43,925 -12.69%
155,400 14,400 75,000 - 244,800 231,400 5.79%
32,400 8,250 85,200 - 125,850 115,350 9.10%
1,119,400 133,425 334,550 3,000 1,590,375 1,557,740 2.10%
4,897,550 448,995 2,939,775 13,000 8,299,320 7,860,785 5.58%
821,915 -100.00%
8,299,320 8,682,700 -4.42%
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