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HomeMy WebLinkAboutCCAgenda_03Nov12• CITY OF FALCON HEIGHTS Regular Meeting of the City Council City Hall 2077 West Larpenteur Avenue AGENDA November 12, 2003 A. CALL TO ORDER: 7:00 PM B. ROLL CALL: GEHRZ KUETTEL LAMB LINDSTROM TALBOT WORTHINGTON SHEA KODLUBOY ATTORNEY ENGINEER C. COMMUNITY FORUM: D. PRESENTATION: John Zanmiller, West St. Paul City Council member, Representative on the Water Utility Board E. APPROVAL OF MINUTES: October 22, 2003 F. PUBLIC HEARINGS: None Scheduled G. CONSENT AGENDA: 1. General Disbursements through November 7, 2003 in the Amount of: $ 80,185.54 Payroll (10/15/03-10/30/03) in the Amount of: $ 11,981.44 2. Mileage Reimbursement Rate Adjustments 3. Close Debt Service 1993 Improvement Bonds Fund (312) and Transfer the Remaining Balance to the 1999 NE Quadrant Improvement Bond Fund (317) 4. Add New Reserve Policy and Make Minor Wording Changes to Fiscal Policies Section of Annual Budget 5. Proclamation-Ramsey County Library Foundation Day 6. Consideration of 2004 SCORE Contract and Adoption of Resolution 03-22 FALCON HEIGHTS CITY COUNCIL AGENDA _2_ November 12, 2003 H. POLICY AGENDA 1. Stipulation Settlement for Insty-Prints and JEMJAHS 2. Change in Recycling Method from Five-Sort to a Two-Sort REPORTS FROM COUNCIL MEMBERS: J. INFORMATION AND ANNOUNCEMENTS: K. ADJOURNMENT • PRESENTATION 1 11/12/03 ITEM: John Zanmiller, West St. Paul City Council member and Representative on the Water Utility Board SUBMITTED BY: Mayor Sue Gehrz EXPLANATION: Summary: John Zanmiller, West St. Paul City Council member, represents Falcon Heights on the Water Utility Board. He called me to request that we allow him to continue that representation, instead of taking our position in the Board rotation in January, 2004. ACTION TO BE CONSIDERED: • Reappointment of John Zanmiller as the City's representative on the Water Utility Board C CITY OF FALCON HEIGHTS COUNCIL MINUTES October 22, 2003 Mayor Gehrz convened the regular City Council meeting at 7:00 PM. PRESENT: Mayor Sue Gehrz, Council members Laura Kuettel, Robert Lamb, Peter Lindstrom and Richard Talbot Also present: Deputy Clerk Mary Shea Kodluboy Absent with prior notice: City Administrator Heather Worthington COMMUNITY FORUM: There was no commentary from the audience. PRESENTATIONS: None Scheduled APPROVAL OF MINUTES: The Council minutes dated October 8, 2003 were unanimously approved as submitted. PUBLIC HEARINGS: None Scheduled CONSENT AGENDA: Kuettel moved approval of the Consent Agenda, as outlined below. The motion was unanimously approved. 1. General Disbursements through October 15, 2003 in the Amount of: $ 104,036.27 2. Payroll (10/01/03-10/15/03) in the Amount of: $ 9,922.09 POLICY AGENDA: None REPORTS FROM COUNCIL MEMBERS: None INFORMATION AND ANNOUNCEMENTS: Council member Kuettel said the Association of Metropolitan Municipalities has prepared a draft of a Regional Development Guide, and will be holding a series of meetings at various locations around the metro area to gather feedback from the public. Mayor Gehrz said the City has been notified by the St. Paul Water Utility Board that there will be a slight increase in water rates for the coming year. She reminded the cable audience that Falcon Heights residents pay wholesale rather than retail rates. 108339 a • FALCON HEIGHTS CITY COUNCIL MINUTES -2- October 28, 2003 INFORMATION AND ANNOUNCEMENTS (continued) Mayor Gehrz said that residents will be receiving an invitation to the long awaited groundbreaking ceremony for the SE Corner, which will be held on Wednesday, October 29, 3 PM, at the SE Corner site. Cider and cookies will be served. There is tremendous excitement in the community about this development, which has been a true community project. A second series of CERT trainings began on Monday evening, October 20 and will continue until December 8. There are 20 new trainees, with seven of them coming from area businesses. She gave a brief description of a letter she prepared that is being placed on vehicles that park bumper to bumper in the Falcon Woods neighborhood, near the path access to/from Prior Avenue. They are being asked to be courteous and avoid parking close to other cars so that the residents who live there have parking space in front of their homes for service vehicles and guests. Also, Twin Cities Co-ops Federal Credit Union is making available about 30 parking spaces for students for $25.00/month. This is the neighborhood that applied for permit parking designation earlier this year. The Planning Commission recommended denial of their request and that recommendation was affirmed by the City Council. However, it was recommended that this matter be reviewed again in November, and the Planning Commission will be doing so. The Falcon Woods neighborhood has also been experiencing frequent power outages and the City Administrator has contacted Xcel Energy. They sent an engineer to the neighborhood and it was determined that two transformers need to be replaced. Xcel Energy has put the job on their work order list, but it will take about two weeks before the work is completed. The regular City Council meeting was adjourned at 7:15 PM. Respectfully submitted, Mary Shea Kodluboy Deputy Clerk 108339 • ITEM: Disbursements and Payroll SUBMITTED BY: Roland O. Olson, Finance Director REVIEWED BY: Heather Worthington, City Administrator EXPLANATION: Summary• 1. General Disbursements through November 7, 2003 in the Amount of: 2. Payroll (1015/03-10/30/03) in the Amount of: ATTACHMENTS: ~ General Disbursements • Payroll ACTION REQUESTED: • Approval CONSENT G1 11/12/03 $ 80,185.54 $ 11,981.44 4 DATE 11/03/03 TIME 05:55 CITY OF FALCON NEIGH COUNCIL REPORT PAGE 1 APPROVAL OF BILLS PERIOD ENDING: 11/7/03_ ~CK# VENDOR NAME DESCRIPTION DEPT. AMOUNT -------- ------------------------- ------------------------ -------- ----------- 42784 JIMMY JOHNS WORKSHOP FOOD LEGISLAT 49.25 LILLIE SUBURBAN NEWSPAPER PUBLIC ACCURACY TEST LEGISLAT 5.58 LILLIE SUBURBAN NEWSPAPER ELECTION/BALLOTS/ACCRY T LEGISLAT 427.98 *** TOTAL FOR DEPT 11 482.81 AMERICAN OFFICE PRODUCTS NOTARY STAMP ADMINTST 35.10 AMERICAN OFFICE PRODUCTS BINDERS/INK CARTRIDGES ADMINIST 150.14 AMERICAN OFFICE PRODUCTS SURGE OUTLET ADMINIST 42.98 MIDWAY CHAMBER COMMERCE MEMBERHIP ADMINIST 195.00 42782 PERA PERA OCT 16-31 ADMINIST 1,356.35 ROSEVILLE ROTARY CLUB OCT/DEC DUES & MEALS ADMINIST 229.00 WORTHINGTON,HEATHER PARKING RIEMB ADMINIST 21.00 WORTHINGTON,HEATHER NOV AUTO ALLOWANCE ADMINIST 35.00 KINKO'S INC. BUSINESS CARDS ADMINIST 50.49 *** TOTAL FOR DEPT 12 2,115.06 RAMSEY COUNTY MAJOR TAXPAYERS LIST FINANCE 65.00 *** TOTAL FOR DEPT 13 65.00 CAMPBELL KNUTSON GENERAL MATTERS LEGAL 721.00 *** TOTAL FOR DEPT 14 721.00 ~ AMERICAN OFFICE PRODUCTS RUBBER STAMPS/ELECTIONS ELECTION 35.15 ELECTION SYSTEM/SOFTWARE VOTER SUPPLIES/SIGNS ELECTION 508.01 2783 JIMMY JOHNS ELECTION JUDGES FOOD ELECTION 95.25 42781 SUPERAMERICA ELECTION JUDGE DONUTS ELECTION 69.98 *** TOTAL FOR DEPT 15 708.39 MCI WORLDCOM RES SVC LONG DISTANCE COMMUNIC 9.64 OLSON,ROLAND FISHING POLES/DEADWTREVT COMMUNIC 19.15 NEXTEL COMMUNICATIONS,INC WIRELESS SVC COMMUNIC 21.98 *** TOTAL FOR DEPT 16 50.77 XCEL ENERGY CIVIL DEFENSE SIREN EMERGENC 6.28 NEXTEL COMMUNICATIONS,INC WIRELESS SVC EMERGENC 42.69 *** TOTAL FOR DEPT 21 48.97 HUGHES & COSTELLO NOV/03 PROSECUTIONS PROSECUT 2,621.94 *** TOTAL FOR DEPT 23 2,621.94 AMERIPRIDE LINEN&APPAREL LENEN CLEANING FIRE FIG 52.77 EMERGENCY APPARATUS MAINT NFPA PUMP TEST 752 FIRE FIG 270.00 EMERGENCY APPARATUS MAINT NFPA PUMP TEST 753 FIRE FIG 250.00 HEALTHPARTNERS MEDICAL GP MED EXAMS NEW FIRE FIGHT FIRE FIG 706.00 MED-COMPASS 15 SCBA USER MED EXAMS FIRE FIG 918.00 CALEB SORENSON REISSUE LOST PAYROLL CK FIRE FIG 12.13 SUPERAMERICA FUEL FIRE FIG 37.95 VERIZON WIRELESS CELL PHONES FIRE FIG 21.71 LAB SAFETY SUPPLY HAZMAT TNG BOOK FIRE FIG 121.93 LAB SAFETY SUPPLY TNG BOOKS/EXPLOSIVE ID FIRE FIG 96.12 *** TOTAL FOR DEPT 24 2,486.61 BROWNING-FERRIS IND. NOV/03 WASTE CITY HAL 254.81 DATE 11/03/03 TIME 05:55 ~CK# VENDOR NAME CITY OF FALCON HEIGH COUNCIL REPORT PAGE 2 APPROVAL OF BILLS PERIOD ENDING: 11/7/03 DESCRIPTION DEPT. AMOUNT BOARD OF WATER COMMISSNRS H2O CITY HAL 380.75 BOARD OF WATER COMMISSNRS SS CITY HAL 11.69 CINTAS CORPORATION #470 RUG SVC CITY HALL LOBBY CITY HAL 32.48 42786 HOME DEPOT CRC/GECF PAINT TRAYS/SUPPLIES CITY HAL 40.14 GRAINGER, W. W., INC. HANDLE REPAIR KIT CITY HAL 4.32 GRAINGER, W. W., INC. PAPER TOWELS/BATHROOM,KI CITY HAL 127.13 XCEL ENERGY GAS/CITY HALL CZTY HAL 97.04 XCEL ENERGY ELECT CITY HAL 731.69 SUBURBAN ACE HARDWARE BULBS/WASTEBASKETS/FRESH CITY HAL 69.94 SUBURBAN ACE HARDWARE SPOT REMOVER CITY HAL 6.06 NEXTEL COMMUNICATIONS,INC WIRELESS SVC CITY HAL 64.68 *** TOTAL FOR DEPT 31 1,820 .73 CITY OF ST PAUL SETUP FEE/GAS CONTRACT STREETS 100.00 NRG PROCESSING SOLUTIONS JULY/03 SOIL/MULCH/BRUSH STREETS 428.90 XCEL ENERGY ELECT STREETS 8.18 XCEL ENERGY ELECT STREETS 7.38 XCEL ENERGY ELECT STREETS 61.29 XCEL ENERGY ELECT STREETS 70.64 XCEL ENERGY ELECT STREETS 7.38 XCEL ENERGY ELECT STREETS 8.10 XCEL ENERGY ELECT STREETS 79.39 SCHARBER & SONS REPAIR JD 725 STREETS 95.85 SUBURBAN ACE HARDWARE GLOVES/ TOOLS STREETS 18.06 SUPERAMERICA FUEL STREETS 212.35 UNITED RENTALS CAUTION TAPES STREETS 19.15 FASTSIGNS HANDICAP PARKING SIGN STREETS 42.27 *** TOTAL FOR DEPT 32 1,158. 94 HOWARD GREEN COMPANYC. F.H. GENERAL SVGS ENGINEER 2,949.00 HOWARD GREEN COMPANYC. 2003 SEAT COATING ENGINEER 119.54 *** TOTAL FOR DEPT 33 3,068. 54 BOARD OF WATER COMMISSNRS H2O PARK & R 31.24 BOARD OF WATER COMMISSNRS SS PARK & R 23.38 TRUGREEN-CHEMLAWN FERTILZER/BROAD LEAF PARK & R 121.41 TRUGREEN-CHEMLAWN FERTILZER/BROAD LEAF PARK & R 110.76 MN NCPERS LIFE INSURANCE NOV/03 JONES PARK & R 16.00 MN NCPERS LIFE INSURANCE NOV/03 MAERTZ PARK & R 16.00 XCEL ENERGY GROVE PK:PROTECTIVE LITE PARK & R 21.84 XCEL ENERGY ELECT/GAS CURTIS PARK & R 41.78 XCEL ENERGY CURTIS:PROTECTIVE LITES PARK & R 22.20 ON SITE SANITATION PORTABLE TOILET COMM PK PARK & R 70.65 SUBURBAN ACE HARDWARE BROOM/FIRE EXT/SEED/GLOV PARK & R 154.08 UNIVERSITY OF MINNESOTA TELEPHONE EXPS PARK & R 111.24 *** TOTAL FOR DEPT 41 740. 58 PAULA LEWIS SOCCER REFUND PARK PRO 28.00 CYNDI MEIER QUILTING SUPPLIES/REC PARK PRO 18.12 *** TOTAL FOR DEPT 50 46. 12 2785 AMERICAN OFFICE PRODUCTS RED CROSS BINDERS FOR CCC SAFETY CLASS: WTR SAFETY CCC/CERT CCC/CERT 59.37 60 00 . DATE 11/03/03 TIME 05:55 CITY OF FALCON HEIGH COUNCIL REPORT PAGE 3 APPROVAL OF BILLS PERIOD ENDING: 11/7/03_ ~CK# VENDOR NAME DESCRIPTION DEPT. AMOUNT *** TOTAL FOR DEPT 54 119.37 BROWNING-FERRIS IND. NOV/03 RAMSE CTY CEC SOLID WA 142 .69 BROWNING-FERRIS IND. SOLID WASTE MGMT TAX SOLID WA 43 .32 E-Z RECYCLING, INC. OCT/03 RECYCLING SOLID WA 2,559 .40 42780 JR'S APPLIANCE DISPOSAL:BROKEN FREEZER SOLID WA 30 .00 *** TOTAL FOR DEPT 56 2,775 .41 42786 HOME DEPOT CRC/GECF POWER WASHER PUBLIC W 169 .00 KESTREL DESIGN GRP INC GROVE TROLLEY PK PROJECT PUBLIC W 620 .17 KESTREL DESIGN GRP INC TROLLEY PATH PROJECT PUBLIC W 567 .50 HOWARD GREEN COMPANYC. CURTIS FIELD PK ISSUES PUBLIC W 8,015 .12 TRI-STATE BOBCAT INC 2003 BOBCAT 773 PUBLIC W 13,424 .33 TRI-STATE BOBCAT INC 68" ANGLE BROOM ATTACHMT PUBLIC W 3,071 .46 *** TOTAL FOR DEPT 65 25,867 .58 HOWARD GREEN COMPANYC. SIDEWALKS 2003 INFRASTR 223 .61 *** TOTAL FOR DEPT 71 223 .61 METROPOLITAN COUNCIL SAC CHRG/JIMMY JOHNS RES SANITARY 1,275 .00 XCEL ENERGY ELECT SANITARY 20 .67 *** TOTAL FOR DEPT 75 1,295 .67 HOWARD GREEN COMPANYC. CURTIS-STORM ISSUES STORM DR 8,015 .12 *** TOTAL FOR DEPT 76 8,015 .12 CAMPBELL KNUTSON SE CORNER LEGAL EXPS COMM. DE 12,741. 34 42779 KELLER CORPORATION CONDEMNATION SE CORNER COMM. DE 12,850. 00 *** TOTAL FOR DEPT 79 25,591 .34 HOWARD GREEN COMPANYC. SHELDON ST ENG HOYT AVE 161. 98 *** TOTAL FOR DEPT 85 161 .98 *** TOTAL FOR BANK O1 80,185.54 *** GRAND TOTAL *** 80,185.54 PERIOD END DATE 10/31/03 **FILE NOT UPDATED** SYSTEM DATE 10/26/03 C H E C K R E G I S T E R CHECK EMPLOYEE NAME DATE NUMBER PAGE 1 CHECK CHECK NUMBER AMOUNT 10 30 03 6 SUSAN GEHRZ 33140 303.34 10 30 03 12 LAURA A. KUETTEL 33141 277.05 10 30 03 13 PETER C. LINDSTROM 33142 277.05 10 30 03 14 RICHARD P TALBOT JR 33143 177.05 10 30 03 15 ROBERT E LAMB 33144 277.05 10 30 03 34 CLEMENT KURHAJETZ 33145 287.20 10 30 03 42 MICHAEL D CLARKIN 33146 108.52 10 30 03 66 ALFRED HERNANDEZ 33147 55.41 10 30 03 74 MARK J ALLEN 33148 138.52 10 30 03 85 DANIEL S JOHNSON-POWERS 33149 54.64 10 30 03 91 RICHARD H HINRICHS 33150 38.64 10 30 03 1003 HEATHER WORTHINGTON 33153 1350.21 10 30 03 1007 PATRICIA PHILLIPS 33154 218.99 10 30 03 1013 WILLIAM MAERTZ 33155 1557.59 10 30 03 1030 MARY A. KODLUBOY 33156 1294.76 10 30 03 1033 DAVE TRETSVEN 33157 1119.82 10 30 03 1038 DEBORAH K JONES 33158 898.89 10 30 03 1041 DANIEL S JOHNSON-POWERS 33159 51.72 10 30 03 1136 ROLAND O OLSON 33160 1300.00 10 30 03 1143 COLIN B CALLAHAN 33161 466.51 10 30 03 1144 ANITA TWAROSKI 33162 284.54 10 30 03 1164 CINDI KAYE MEIER 33163 275.55 10 30 03 1170 ERIC J BLOMQUZST 33164 89.91 10 30 03 1173 ELIZABETH M POSTIGO 33165 522.19 10 30 03 1175 LAURA M SUPPES 33166 103.44 10 30 03 2041 JON OLIVER ZBACNIK 33167 145.45 10 30 03 2042 DAVID D BLOMQUIST 33168 136.10 10 30 03 2043 SPENCER E WIRTH-DAM S 33169 145.45 10 30 03 2044 BRADLEY REZNY 33170 25.85 COMPUTER CHECKS 11981.44 MANUAL CHECKS .00 NOTICES OF DEPOSIT .00 ****TOTALS**** 11981.44 8 CONSENT G2 11/12/03 ITEM: Mileage Reimbursement Rate Adjustments SUBMITTED BY: Roland O. Olson, Finance Director REVIEWED BY: Heather Worthington, City Administrator EXPLANATION: Summary: Currently, the Internal Revenue Service allows mileage reimbursement in the amount of 36 cents per mile for 2003, with an increase in this rate up to 37.5 cents per mile becoming effective January 1, 2004. The city of Falcon Heights currently has Council approval for the rate of 34.5 cents/mile when an employee incurs automobile expenses while on City business. Staff is requesting that the mileage reimbursement rate be increased to the IRS approved level of 36 cents per mile for the balance of 2003, and then increased to 37.5 cents per mile, effective January 1, 2004. Meets Goal #4: To provide a responsive and effective City government Strategy #7: To effectively manage the City's financial resources • • ACTION REQUESTED: • Approve the 36 cents per mile mileage reimbursement rate for the balance of 2003, and then increase it to 37.5 cents per mile, effective January 1, 2004 9 . CONSENT G3 11/12/03 ITEM: Close Debt Service 1993 Improvement Bonds Fund (312) And Transfer the Remaining Balance to the 1999 NE Quadrant Improvement Bond Fund (317) SUBMITTED BY: Roland O. Olson, Finance Director REVIEWED BY: Matt Mayer, CPA, Kern, DeWenter, Viere Ltd Heather Worthington, City Administrator EXPLANATION: Summary: Staff is requesting the closing of the Debt Service Fund 1993 Improvement Bonds (313) since all debt service for that bond is now fully paid. There is a fund balance of $291,168.39. Staff is requesting the transfer of this balance to the 1999 NE Quadrant Improvement Bonds Fund (317), effective October 1, 2003, and would provide funds to pay the principal and interest payments for this bond during 2004 and 2005. ATTACHMENT: • • Memo of recommendation from Finance Director Roland Olson ACTION REQUESTED: • Close the Debt Service 1993 Improvement Bonds Fund (313) and transfer the ending fund balance to the 1999 NE Quadrant Improvement Bond Fund (317) effective October 1, 2003 • la . October 28, 2003 TO: Mayor, Council Members, and City Administrator FROM: Roland Olson, Finance Director SUBJECT: Transferring the balance in the 1993 G.O. Street Bond debt fund and decreasing the arbitrage payment to the IRS for the 1999 G.O. NE Quadrant Street Bond in 2004 During 2003 we paid off the 1993 G.O. Street Bond. The bonds which the city issues are tax- exempt municipal bonds subject to arbitrage regulations. At our last workshop a question was asked about keeping the 1993 G.O. Street Bond debt fund open to keep the excess funds in it instead of transferring them to the 1999 G.O. NE Quadrant Street Bond fund. I asked our auditors about this. Their reply was that since the bond was paid off, there really didn't exist any legitimate reason to keep the fund open. The fund should be closed out. • The balance in the 1993 G.O. Street Bond fund to be transferred would be: $291,168.39 At issue would be concerns about arbitrage. We are subject to IRS arbitrage rules when we bond and borrow money at a rate that is not equal to the rate of return that we get on the investment of the money that we have in the bond debt service fund to pay off the debt. When we do a street project, we get the money up front on the bond issue, then we spend it as the project progresses. Completion of the project can take well over a year. This provides an opportunity to invest the unspent balance of the bond proceeds up to the time we pay off all the liabilities associated with the project. Also, when the special assessment receipts from the property owners are received, these payments must be deposited into the corresponding bond fund. An opportunity exists for the city to make money or lose money on the money that we borrowed and assessed. For example when the interest we are paying bondholders is 4% and we are getting 6% return on investment then a positive arbitrage exists and we would have a payment to the IRS. OR, when the interest we are paying bondholders is 4% and we are only getting 2% return on investment then a negative arbitrage exists and this negative arbitrage can be used to offset any positive arbitrage during each 5 year calculation period. This arbitrage calculation is conducted through out the life of the bond. For our bonds, the first payment date of any arbitrage dollars owed to the IRS is 5 years after issuance. Our first five year period for the 1999 G.O. Street Bond concludes June 2004. We used Springstead Inc. as our financial advisors when we obtained this bond. They have already done some calculations of arbitrage on this bond. They do it periodically. • I called and talked to the individual at Springstead who has already done some calculations on the arbitrage dollars which we will owe the IRS in July 2004. I was informed that currently the city would owe about $5,000 dollars. When I proposed increasing the fund balance in the 1999 G.O. NE Quadrant Street Bond fund to create negative arbitrage to offset the positive arbitrage during this first 5 year period I was informed that we would end up paying significantly less than the $5000. The positive arbitrage and negative arbitrage "net" during each 5 year period. When I checked with Ehlers & Associates I was told the same information. One could think of it as an additional return on our investment when we are reducing an upcoming liability by being able to decrease the amount which we would be required to pay to the IRS while at the same time getting the going rate of return on our investment of any money transferred to the 1999 G.O. NE Quadrant Street Bond fund. What are our obligations on the 1999 G.O. NE Quadrant Street Bond for the next 2 years? For 2004, we are paying the bondholders 4%. The principal payment and interest payments in 2004 total: $178,710 ($135,000 principal and $23,205 interest payment due Feb 1, 2004) ($20,505 interest payment due Aug 1, 2004) • For 2005, we are paying the bondholders 4.1 The principal payment and interest payments in 2005 total: $183,037 ($145,000 principal and $20,505 interest payment due Feb 1, 2005) ($17,532 interest payment due Aug 1, 2005) The total of the principal and interest payments for 2004 and 2005 total: $361,747 The current fund balance in the 1999 G.O. NE Quadrant Street Bond fund is approximately $75,000. Adding the transfer of $291,168 plus the $75,000 totals: $366,168 (slightly more than the $361,747 needed for the principal and interest payments in 2004 and 2005). Currently, I'm getting 1.4% for a one year CD. I've talked to three different brokers that I deal with and asked them what their firms are projecting for the next year. They said that the economy is very sluggish and didn't expect it to recover quickly. Interest rates are not going to increase quickly. The consensus was that there was no way that the interest rates would approach 4% into 2004 and even possibly into 2005. Clearly we are going to be in a situation of negative arbitrage. RECOMMENDATION: Transfer the full amount of $291,168 to the 1999 G.O. NE Quadrant Street Improvement Bond effective October 1, 2003 so the full 4t" quarter negative arbitrage can be used to offset the previous positive arbitrage on the bond. We would then have approximately 9 months of negative arbitra~e to help reduce the possible IRS payment due in July 2004. (4t" quarter 2003, and 1St and 2° quarter 2004). /~ • • CONSENT G4 11/12/03 ITEM: Adding New Reserve Policy and Other Minor Wording Changes to Fiscal Policies Section of Annual Budget SUBMITTED BY: Roland O. Olson, Finance Director REVIEWED BY: Heather Worthington, City Administrator EXPLANATION: Summary: The City's Reserve Policy was changed by Council action on September 10, 2003. These changes need to be included in the "Fiscal Policies" section of the annual budget. Also, some minor word changes have been made that were discussed at the Budget Workshop on November 5, 2003. The "Fiscal Policies" section of the budget, with these changes, is attached. Staff is requesting approval so that these changes can be included in the annual budget, which will be published shortly. Meets Goal # 4: Strategy # 6: ATTACHMENT: • Modified Fiscal Policies ACTION REQUESTED: To provide a responsive and effective city government To effectively manage the city's financial resources • Approve the modified "Fiscal Policies" section of the annual budget /3 FISCAL POLICIES I. OPERATING BUDGET POLICIES A. Purpose The operating budget policies insure that the city's annual operating expenditures are consistent with past expenditures and respond to long-term objectives rather than short-term benefits. The policies allow the city to maintain a stable level of services, expenditures, and tax levies over time. These policies are most critical to programs funded with property tax revenues because accommodating large fluctuations in this revenue source is difficult. B. Policy The city will avoid balancing current revenues with funds necessary for future expenses. The city will not budget to accrue future revenues. • The city will avoid postponing expenditures, rolling over short-term debt, and using reserves to balance the operating budget. The city will budget to maintain and replace the capital plant and equipment. The city will apportion its administrative and general government costs to all its funds as appropriate and practical. These charges will be identified in the annual budget. The city will budget a contingency to draw upon if revenues fall short of expenditures due to unanticipated circumstances. The city staff will prepare quarterly financial reports comparing budgeted expenditures and actual expenditures to assure adherence to the budget. The city staff will monitor departmental expenditures to adhere to the budgeted amount. ly • I1. REVENUE POLICIES A. Purpose The revenue policies are designed to ensure 1) diversified and stable revenue sources; 2) adequate long-term funding by using specific revenue sources to fund related programs and services; and 3) funding levels to accommodate all city services and programs equitably. B. Policy The city will maintain a diversified and stable revenue system in order to avoid short-term fluctuations in a single revenue source. The city will establish fees and charges based upon the actual cost of providing services. The city will annually evaluate the relationship of its fee structure to actual expenditures for fee services and readjust it for increased costs and inflation. • The city will set recreation fees to cover the direct costs of established programs. The city will set a sanitary sewer fee and storm drainage fee to cover all the costs including straight-line depreciation as well as administrative and general government costs. The city will offset reduced revenues with reduced expenditures. 111. INVESTMENT POLICIES A. Purpose The investment policies are designed to legally maximize the return on the city's idle funds. B. Policy The city will regularly analyze its cash flow needs. The city will collect, disburse, and deposit funds on a regular basis. The city will pool cash from its different funds and invest it as allowed by law. • IS • The general fund will receive 5 percent of all investment earnings as administrative fees for the finance director's and city administrator's time. The city will invest funds for the highest rate of return possible allowed under state and federal law, while maintaining a diversified investment portfolio. The city will regularly review its cash position and investment performance as documented by its financial records. IV. RESERVE POLICIES A. Purpose The city will maintain reserves sufficient to provide stable funding for city services, to provide working capital for maintaining infrastructure and capital assets, and to secure a high credit rating. B. Policy The city will hold no more of the taxpayer's money than is necessary. • The city will maintain specified Fund reserves at the level required by state statute (principally TIF and Bond Funds). The city will strive to maintain a total reserve equal to 75% of the average of the previous five-year's actual total expenditures, including capital projects. The reserve will be distributed among the Funds to meet cash flow needs and in anticipation of future expenditures. The city will address an excessive or deficient reserve on a rolling four-year basis. The city's goal is to maintain a general fund balance reserve of 45 percent of the general fund's operating budget for working capital to provide cash flow between its two semi-annual state aid and tax payments (July and December). At year-end, if the general fund balance has a reserve for working capital at a minimum balance of 45% of the next year's operating budget, the remaining reserves will be transferred to the capital improvement funds on a projected needs basis as determined by the five-year capital improvement plan by city council approval. /C • The infrastructure fund or an outstanding debt service fund will receive any fund balances remaining in any debt service fund once the debt is retired. The city will maintain capital improvement fund accounts for the timely purchase and replacement of equipment in excess of $1000 or that will last for three or more years as identified in the five year capital improvement program. V. CAPITAL IMPROVEMENT POLICIES A. Purpose • The purpose of the city's capital improvement replacement of obsolete equipment, purchase repairing and replacing the infrastructure without changes in the tax levy. B. Policy is to plan for the capital items, and implementing significant The city will plan for the timing, expenditures, and future revenue sources for all capital purchases over $1000 or lasting for three or more years as part of the five-year capital improvement program. The city will use the threshold level of $5000 to determine if the capital asset is listed in the general fixed asset account group. The city will time the capital improvement projects to accommodate administrative workloads for planning and implementing these improvements each year. The city will plan the capital improvement program to assure that funds remain to accrue interest in each capital account whenever possible and use its reserve policy to provide a revenue source for these funds. The city will plan a realistic capital improvement program including creative, but workable projects. The city will anticipate equipment replacements and additions in its capital improvement program. The city will project the future operating costs of capital improvements into the upcoming general operating budgets. For example, the addition of park shelters, play equipment, and landscaping will require more park maintenance expenditures from the operating budget. program of new The city will maintain its capital assets, including infrastructure, land, buildings, • and equipment, to protect the city's capital investment and to minimize future capital expenditures. The city will use the least expensive financing method for all capital projects including multiple cost estimates and bids when appropriate and required by law. The city's infrastructure fund will loan funds to any construction fund with a deficit due to expenditure and revenue timing. The storm sewer, water, and sanitary sewer funds will transfer funds to construction funds for their share of any unassessed portion of the cost of those items. VI. DEBT POLICIES A. Purpose The debt policies ensure that the city's debt 1) does not weaken the city's financial structure; and 2) provides limits on debt to avoid problems in servicing debt. This policy is critical for maintaining the best possible credit rating for the city. B. Policy • The city will not use long-term debt for current operations. The city will confine long-term borrowing to capital items or capital projects. The city will pay back bonds within a period not to exceed the expected life of the project. The city will not exceed 2 percent of the market value of taxable property for general obligation debt per state statutes. The city will consider the maintenance of the best possible credit rating in making all decisions on debt. The city will follow a policy of full disclosure on financial reports and bond prospectus. The city will refinance or call any debt issue when interest rates are beneficial for future debt savings. • 18 • VII. ASSESSMENT POLICY A. Purpose The assessment policy assures uniform and consistent treatment of properties affected by capital projects. B. Policy The city will evaluate its assessment policy on properties benefiting from a capital project at the outset of each project. The city will provide a payment period with a minimum interest rate of 2.0 percentage points over the debt payment rate for each project as follows: Streets & Alley Reconstruction Storm Sewer • Street Resurfacing Sanitary Sewer & Water 10 years 10 years 5 to 10 years To be determined When several improvements are included in the same project, the assessment period will be 10-20 years. VIII. RISK MANAGEMENT POLICY A. Purpose The risk management policy assures proper insurance coverage of city assets while minimizing risk. B. Policy The city will regularly analyze its insurance policies to assure proper coverage and deductibles on city assets. The city will charge individual department activities for their related property, liability, inland marine, auto, workers' compensation, and other insurance costs. 19 • IX. RECREATION SCHOLARSHIP POLICY A. Purpose Donations for scholarships are being placed within the Friends of the Park section of the Parks and Public Works Capital project fund. B. Policy The scholarship funds will be administrated by the city administrator and the parks and recreation director. The parks and recreation commission will set guidelines for the administration of the scholarship funds. Funds will be replaced through donations from service organizations and individuals. No annual budget will be established for the recreation scholarship trust fund. Total scholarship awards will be limited to the funds designated available. X. FINANCIAL SUPPORT FOR COOPERATIVE SERVICE POLICY A. Purpose The city will consider providing financial support to service organizations or projects which benefit residents of the city. For example, Northwest Youth and Family Services. B. Policy Must be an intergovernmental service or project. The financial support should be proportional to population. The service or project must be ongoing or be part of an ongoing effort with established goals and measurable results. The service or project must be something the city cannot accomplish by itself. The service or project must meet the legal requirements of promoting and ensuring the health, safety, and welfare of Falcon Heights' citizens. 0~0 • CONSENT GS 11/12/03 ITEM: Proclamation-Ramsey County Library Foundation Day SUBMITTED BY: Mayor Sue Gehrz EXPLANATION: Summary: The City has received a request from the Ramsey County Library Foundation to declare November 15, 2003 as Ramsey County Library Foundation Day. ATTACHMENTS: • Letter of request from the Ramsey County Library Foundation • Proposed proclamation ACTION TO BE CONSIDERED: • Approval of proclamation declaring November 15, 2003 as Ramsey County Library Foundation Day r ~i • October 16, 2003 Ms. Sue Gehrz City of Falcon Heights ' 2077 West Larpenteur Avenue Falcon Heights, MN 55113 Dear Mr. Gehrz: ~~~ ~ ~ 200 On behalf of the Ramsey County Library Foundation, I would like to invite. the City of Falcon Heights to join us in recognizing the value of the Ramsey County Literary System by adopting the enclosed proclamation at your next City Council meeting. We are urging all the communities that benefit from the Ramsey County Libraries to proclaim November 15, 2003 as Ramsey County Library Foundation Day. On the evening; of 1Vaveinber 15`x, the Foundation will. ante ~again'be basting its amiual Gala ' event to raise funds for the Ramsey County Library System. The theme for the evening is A Taste for Books and will consist of of sampling of food from local restaurants, a silent auction and wonderful caberet style. entertainment: The event will be held at the Roseville Branch Library (corner of Hamline Ave. and County Road B) from 7:00 - 10:00 p.m. I want to personally invite you and-any Council Members to attend and join us for a fabulous evening. For more information regarding tickets, please contact 612-7$1-2218. It is our hope that the Falcon Heights City Council will support our efforts by adopting this proclamation. We would be happy to send a Foundation Board member to the next City Council meeting if schedules permit. A staff member from the Foundation will be in touch with your office to discuss dates and details. It is our hope to display prominently the proclamation at your local library after Council approval. As you may already-know, The Ramsey County Library Foundation-was established in 1998 as . an independent non profit organization to raise money for library projects sought by patrons but beyond the scope of traditional government funding. It is by the, support of generous local individuals and organization that we able to strive for improved library services in an increasingly tight fiscal environment. We would appreciate your support.. Please contact me if you have any questions or concerns.. Sincerely.. an ~ ~ ~.Gtf.~~~~Y'" - "~ pP 3~ Annual Gala Chairperson' cc: Heather Worthington enclosure: Proclamation ~~ • PROCLAMATION WHEREAS, the Ramsey County Library system serves over 220,000 residents living in suburban Ramsey County by providing them with a wide range of information and community resources; and WHEREAS, six suburban libraries located in the cities of Arden Hills, Maplewood, Mounds View, Roseville, Shoreview, and White Bear Lake are part of the Ramsey County Library System, and WHEREAS, plans are under way to explore restoring library services to the City of North Saint Paul and to make library improvements that respond to increasing community demands and the ever changing technologies; and WHEREAS, the Ramsey County Library system continues to grow with an 18 percent increase in circulation and over 1.6 million people using the libraries in 2002, and WHEREAS, Booker, the cuddly canine mascot of the Ramsey County Library system, can be seen throughout Ramsey County communities spreading the joy of reading to people of all ages at community and school events, and encouraging residents to support local libraries; and WHEREAS, the Ramsey County Library Foundation, which supports the Ramsey County Library system by cultivating donations and financial grants, is sponsoring the fourth annual Taste of Books on November 15, 2003 at the Roseville Library, from 7:00 - 10:00 PM to highlight the efforts of Ramsey County Library employees, volunteers and donors to enrich our local libraries; NOW, THEREFORE, I, Sue Gehrz, Mayor of the City of Falcon Heights, do hereby proclaim Saturday, November 15, 2003, to be RAMSEY COUNTY LIBRARY FOUNDATION DAY IN THE CITY OF FALCON HEIGHTS And urge all citizens of Falcon Heights to join with the Ramsey County Library Foundation in recognition of the Ramsey County Library system and its employees, volunteers and donors who have contributed to the vital and important role that libraries play in our community life. • Susan L. Gehrz, Mayor November 12, 2003 ~3 CONSENT G6 11/12/03 ITEM: Consideration of 2004 SCORE Contract, and Adoption of Resolution 03-22 SUBMITTED BY: Heather Worthington, City Administrator EXPLANATION: Summary: The Council is being asked to authorize the Mayor and Administrator to sign the 2004 SCORE recycling grant contract from Ramsey County and adopt the attached resolution. The grant is in the amount of $10,680. ATTACHMENT: ^ Resolution 03-22 ACTION REQUESTED: • Authorize Mayor and Administrator to sign the 2004 SCORE Grant, and adopt Resolution 03-22 • RESOLUTION 2003-22 RESOLUTION AUTHORIZING THE MAYOR AND STAFF TO SIGN THE 2004 RAMSEY COUNTY SCORE GRANT, AND ENTER INTO AN AGREEMENT WITH RAMSEY COUNTY FOR FUNDING WHEREAS, the City of Falcon Heights has a recycling program, which serves the residents of the City; and WHEREAS, the City utilizes the SCORE funding to offset costs of that program each year; and WHEREAS, the City Council has determined that participation in this program is beneficial to the residents of Falcon Heights; NOW, therefore, be it resolved by the City Council of the City of Falcon Heights, Minnesota; The Mayor and City Administrator are authorized to enter into an agreement with Ramsey County for funding under the 2004 SCORE Grant. Adopted, unanimously, by the City Council of Falcon Heights on November 12, 2003. APPROVED: Susan L. Gehrz, Mayor ATTESTED: Heather M. Worthington City Administrator • sS • POLICY Hl 11/12/03 ITEM: Stipulation Settlement for Insty-Prints and JEMJAHS SUBMITTED BY: Tom Scott, Campbell Knutson REVIEWED BY: Heather Worthington, City Administrator EXPLANATION: Summary: Last month, the developer of the SE Corner project negotiated a relocation settlement with Insty Prints regarding the termination of their lease in the Northome Shopping Center. Sherman and Associates has settled Insty Prints claim, and the Council may now consider the settlement for final approval. JEMJAHS will execute this agreement after the city finalizes it. ATTACHMENTS: • Stipulation of Settlement ACTION REQUESTED: • • Discussion • Approval of stipulation settlement for Insty-Prints and JEMJAHS for payment of $25,000 to Insty-Prints • SETTLEMENT AGREEMENT • THIS SETTLEMENT AGREEMENT (this "Agreement") is made as of the day of 2003, by and among the City of Falcon Heights, a Minnesota municipal corporation (the "City"), JEMJAHS No. 3 Partnership, a Minnesota general partnership ("Landlord"), and Insty-Prints of St. Paul, Inc., a Minnesota corporation ("Tenant"). RECITALS A. Landlord and Tenant are parties to a lease dated January 21, 1998 (the "Lease"). The Lease entitled Tenant to possession of certain premises in a shopping center located at 1552 Larpenteur Avenue West in Falcon Heights, Minnesota, as more particularly described in the Lease (the "Premises"). B. In connection with the proposed redevelopment of the shopping center in which the Premises are located, the City has initiated condemnation proceedings with respect to said property. C. Tenant has terminated the Lease and vacated the Premises. Tenant has relocated its business to a different location. D. Tenant has asserted a claim against the City for relocation benefits associated with its move from the Premises to a different location. . E. The parties hereto have agreed to settle such claim in accordance with the terms and conditions of this Agreement. AGREEMENT NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto do hereby agree as follows: 1. Tenant hereby agrees and acknowledges that as of the date of this Agreement the Lease has terminated and Tenant has no right, title or interest in the Premises. 2. Upon the execution of this Agreement, the City shall pay to Tenant the amount of Twenty-Five 'Thousand and no/100s Dollars ($25,000.00) (the "Settlement Amount") to reimburse Tenant for certain relocation costs incurred by Tenant. 3. Tenant hereby accepts the Settlement Amount in full satisfaction of any claim (i) that Tenant may have under the Lease, or (ii) that Tenant may otherwise have against the City, Landlord, and/or any future developer or owner of the land upon which the Premises are located, either singly or jointly, in connection with the termination of the Lease and Tenant's relocation from the Premises. 4. This Agreement may be executed in counterparts, each of which shall be deemed an original and which together shall constitute a single instrument. ~1 IN WITNESS WHEREOF, this Agreement has been executed by the parties hereto as • follows as of the day and year first above written. CITY OF FALCON HEIGHTS By: Susan .L. Gehrz Its: Mayor CITY OF FALCON HEIGHTS By: Heather Worthington Its: City Administrator JEMJAHS N0.3 PARTNERSHIP By: Its: INSTY PRINT~~jS OF ST. PAUL, INC. BY~ ~~ys.~ ~.,nr. ~ Its: ~?~z.,Q.~..t..~.~..,.~. • M2:20565973.02 • ~8 POLICY H2 11/12/03 ITEM: Change in Recycling Method from Five-Sort to a Two-Sort SUBMITTED BY: Solid Waste Commission REVIEWED BY: Deborah Jones, Planning & Zoning Coordinator, staff liaison to the Solid Waste Commission Heather Worthington, City Administrator EXPLANATION: Summary: Earlier this year, the Solid Waste Commission voted unanimously to allow E-Z Recycling to utilize atwo-sort method, rather than the five-sort method required in the current contract. Staff toured the E-Z Recycling plant last week, and is confident that they are capable of making the switch, with little or no increase in the amount of residual material, and thus no negative environmental impact from switching to 2-sort. Under the 2-sort system, corrugated cardboard is still collected separately from the two streams ofNewspaper-Magazines-Mixed Mail-Cereal Boxes and Cans-Glass-Plastic. We'll make sure people know they must still flatten and bundle corrugated cardboard and put it out separately. • (So it is, technically, a third stream, for those who recycle corrugated cardboard.) The Solid Waste Commission would now like to roll out this new method, update the contract, and do resident education about the change in the upcoming newsletter and flyer. Chris Reinhardt at E-Z has offered to distribute tags to residents at the November 21 or December 5 recycling pick-up to instruct them on the new sorting method. ATTACHMENT: • Staff report on two-sort method ACTION REQUESTED: Authorize city staff and the solid waste commission to update the recycling contract to require atwo-sort method, and commence with resident education around this change in upcoming newsletter and city flyer • • November 12, 2003 To: Mayor Gehrz, Councilmembers Kuettel, Lamb, Lindstrom and Talbot From: Deborah Jones, Planning & Zoning Coordinator Re: Two-sort recycling Summary: On November 21, 2002, the Solid Waste Commission voted unanimously to recommend that the City extend for one year its recycling contract with E-Z Recycling, Inc., with two changes. First, clothing and household textiles would be added as a new item. Second, the City would phase in a 2-sort system of collection in 2003. The first change was launched earlier in 2003; we are overdue to set the second in motion. As some of you have observed, some residents are unofficially switching already. Right now we have several excellent opportunities to educate Falcon Heights residents about the planned change, so Staff would like to move ahead • right away with the introduction of the two-sort recycling method for Falcon Heights residents. • The fina12003 City newsletter is in preparation to go out in late November; it may be several months until the next one. Items for this newsletter are already due. • There will be a City-wide flyer drop on November 25. • E-Z Recycling, Inc. has offered to distribute informational tags to resident at the November 21 or December 5 recycling pick-up. • The City website can be updated at any time. • Finally, and most important, the City Council needs to confirm the change and announce it at their televised meeting. This should be our "launch." The Council meets next Wednesday, November 12, the day before the Solid Waste Commission, and they do not meet again until November 26, the day after the flyer drop and well after the newsletter goes to press. Last Thursday I met again with Chris Reinhardt of E-Z Recycling and toured their plant on Prior Avenue off Pierce-Butler. I had never been there before, and I found it fascinating. E-Z has installed over half a million dollars worth of new sorting and baling equipment to separate cans, glass and plastic. I saw the new equipment in operation; it was impressive. Aluminum pop cans are separated from ordinary cans; glass is sorted by color. I also watched the paper sorting and baling operation, where some of the sorting is still done by hand. All of the material collected in Falcon Heights is sorted and baled the same day. Very little material is stored on the premises. Almost everything goes straight into semi-trailers for shipping out to manufacturers who buy the • materials from E-Z. 3a • E-Z is proud of their high recovery rate, over 95%. (98% has also been quoted.) They do not own their own landfill, so it costs them to dispose of residual material. Therefore, they are strongly motivated to recover as much as possible, and from everything I saw, they do an excellent job. They are now collecting recyclables in the 2-sort system from most of their customers. I am satisfied that they have the ability to take care of Falcon Heights' recycling collection as a two stream system without an increase in residuals going to landfill. Switching collection methods in Falcon Heights would not be a backward move with respect to the environment. Also, Mr. Reinhardt said he would be happy to arrange a tour for any Commissioner or Councilmember who would like to visit the plant during working hours. I know that's awkward for working people and students, but if any of you would like me to set up a visit for you, please let me know. As you are all aware, the largest piece of making this change in Falcon Heights is educating residents. We have the above plans in place to begin that process this month. Staff would welcome any recommendations Commissioners or Council members may have on the material that is going out and any suggestions of additional public information measures beyond those already listed. C, • 31