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HomeMy WebLinkAbout03/24/2020LAUDERDALE CITY COUNCIL MEETING AGENDA 7:30 P.M. TUESDAY, MARCH 24, 2020 DUE TO THE CORONAVIRUS, MEETINGS WILL BE HELD REMOTELY UNTIL THE CITY COUNCIL RESCINDS THE EMERGENCY DECLARATION. CTV IS GETTING THE SOFTWARE IN PLACE TO ALLOW THIS. DETAILS ON HOW TO ACCESS THE MEETING WILL BE EMAILED AND POSTED TO THE CITY'S WEBSITE AS SOON AS POSSIBLE The City Council is meeting as a legislative body to conduct the business of the City according to Robert's Rules of Order and the Standing Rules of Order and Business of the City Council. Unless so ordered by the Mayor, citizen participation is limited to the times indicated and always within the prescribed rules of conduct for public input at meetings. 1. CALL TO ORDER THE LAUDERDALE CITY COUNCIL MEETING 2. ROLL CALL 3. APPROVALS a. Agenda b. Minutes of the March 10, 2020 City Council Meeting c. Claims Totaling $31,013.35 4. CONSENT a. Payment of Claims during Emergency Declaration b. Approve 2020 Garbage Haulers Licenses 5. SPECIAL ORDER OF BUSINESS/RECOGNITIONS/PROCLAMATIONS 6. INFORMATIONAL PRESENTATIONS / REPORTS a. City Council Updates 7. PUBLIC HEARINGS Public hearings are conducted so that the public affected by a proposal may have input into the decision. During hearings all affected residents will be given an opportunity to speak pursuant to the Robert's Rules of Order and the standing rules of order and business of the City Council. 8. DISCUSSION / ACTION ITEM a. Resolution 032420A — Extending the Period of a Mayor -Declared Local Emergency b. Accept the Audited 2019 Financial Reports 9. ITEMS REMOVED FROM THE CONSENT AGENDA 10. ADDITIONAL ITEMS 11. SET AGENDA FOR NEXT MEETING a. Annual Update by Police Chief Jon Mangseth b. Director Ramsey County Workforce Solutions, Ling Becker — April 28 c. National League of Cities Homeserve Program — May 12 d. Katie Engman of Association for Nonsmokers -MN — May 26 12. WORK SESSION a. Opportunity for the Public to Address the City Council Any member of the public may speak at this time on any item not on the agenda. In consideration for the public attending the meeting, this portion of the meeting will be limited to fifteen (15) minutes. Individuals are requested to limit their comments to four (4) minutes or less. If the majority of the Council determines that additional time on a specific issue is warranted, then discussion on that issue shall be continued at the end of the agenda. Before addressing the City Council, members of the public are asked to step up to the microphone, give their name, address, and state the subject to be discussed. All remarks shall be addressed to the Council as a whole and not to any member thereof. No person other than members of the Council and the person having the floor shall be permitted to enter any discussion without permission of the presiding officer. Your participation, as prescribed by the Robert's Rules of Order and the standing rules of order and business of the City Council, is welcomed and your cooperation is greatly appreciated. b. Community Development Update 13. ADJOURNMENT LAUDERDALE CITY COUNCIL MEETING MINUTES Lauderdale City Hall 1891 Walnut Street Lauderdale, MN 55113 Page 1 of 2 March 10, 2020 Call to Order Mayor Pro Tem Dains called the Regular City Council meeting to order at 7:34 p.m. Roll Call Councilors present: Andi Moffatt, Jeff Dains, and Roxanne Grove. Councilor absent: Kelly Dolphin, and Mayor Mary Gaasch. Staff present: Heather Butkowski, City Administrator; Jim Bownik, Assistant to the City Administrator; and Miles Cline, Deputy City Clerk Approvals Mayor Pro Tem Dains asked if there were any additions to the meeting agenda. There being none, Councilor Moffatt moved and seconded by Councilor Grove to approve the agenda. Motion carried unanimously. Mayor Pro Tem Dains asked if there were any corrections to the minutes of the February 25, 2020 city council meeting. There being none, Councilor Grove moved and seconded by Councilor Moffatt to approve the minutes of the February 25, 2020 city council meeting. Motion carried unanimously. Mayor Pro Tem Dains asked if there were any questions on the claims. There being none, Councilor Moffatt moved and seconded by Councilor Grove to approve the claims totaling $94,089.89. Motion carried unanimously. Consent Councilor Grove moved and seconded by Councilor Moffatt to approve the Consent Agenda thereby approving the street sweeping service agreement with Mike McPhillips, Inc. and the Cooperative Purchasing Connection participation agreement. Informational Presentations/Reports A. City Council Updates Councilor Moffatt stated that she and Mayor Gaasch attended the annual meeting for the St. Paul Area Chamber of Commerce on March 4. The meeting focused on housing and business development in the East Metro. Discussion/Action Items A. CDBG Grant Agreement for Improvements at Skyview Park Butkowski explained that per the agreement, Ramsey County is providing the City with $115,000 in Community Development Block Grant funding for the purchase of new playground equipment and accessibility improvements for Skyview Park. This grant is possible due to Lauderdale's census tract data that identifies us as "low to moderate income." LAUDERDALE CITY COUNCIL MEETING MINUTES Lauderdale City Hall 1891 Walnut Street Lauderdale, MN 55113 Page 2 of 2 March 10, 2020 Councilor Moffatt made a motion to approve the Community Development Block Grant Program Agreement between the Ramsey County Housing and Redevelopment Authority, a Political Subdivision of the State of Minnesota, and the City of Lauderdale, a Minnesota Municipal Corporation. This was seconded by Councilor Grove and carried unanimously. B. Update by Real Estate Equities Regarding their Intent to Purchase 1795 Eustis Street Patrick Ostrom from Real Estate Equities (REE) approached the Council to give an update on their plans to acquire the former Lauderdale School site. In January, the State held a lottery for the distribution of affordable housing tax credits and the Lauderdale project ended up too far down the list to be eligible for the tax credits in the next couple of years. Instead, REE proposes changing the project from 100% affordable housing, to a 20% affordable / 80% market rate mix. Due to the financing involved, they also propose raising the age limit to 62 from 55. Jennifer Haskamp, the City's consulting planner, spoke to the next steps in the land use application process. Set Agenda for Next Meeting Administrator Butkowski stated that the March 24 council meeting may include an update by Master Properties on the development of Luther Seminary's land and a presentation from Ramsey County on the upcoming census. Work Session A. Opportunity for the Public to Address the City Council Mayor Pro Tem Dains opened the floor to anyone that wanted to address the Council. Seth Malone, 1570 Eustis Street, asked if the City has plans to improve Eustis Street south of Larpenteur Avenue. Dains explained that road segment was the responsibility of Ramsey County and he would like to work with Seth on petitioning the County to make improvements. There being no additional parties interested in speaking, Mayor Pro Tem Dains closed the floor. B. Community Development Updates Butkowski had no additional comments. Adjournment Councilor Moffatt moved and seconded by Councilor Grove to adjourn the meeting at 8:02 p.m. Motion carried unanimously. Respectfully submitted, Miles Cline Deputy City Clerk CITY OF LAUDERDALE LAUDERDALE CITY HALL 1891 WALNUT STREET LAUDERDALE, MN 55113 651-792-7650 651-631-2066 FAX Request for Council Action To: Mayor and City Council From: City Administrator Meeting Date: March 24, 2020 Subject: List of Claims The claims totaling $31,013.35 are provided for City Council review and approval that includes check numbers 26829 to 26850. Accounts Payable Checks by Date - Detail by Check Date User: Printed: MILES.CLINE 3/20/2020 12:41 PM Check No Vendor No Invoice No Vendor Name Description Check Date Reference Check Amount ACH 43 Public Employees Retirement Association PR Batch 50600.03.2020 PERA Coordinated PR Batch 50600.03.2020 PERA Coordinated 03/20/2020 PR Batch 50600.03.2020 PER PR Batch 50600.03.2020 PER Total for this ACH Check for Vendor 43: ACH 44 Minnesota Department of Revenue PR Batch 50600.03.2020 State Income Tax ACH 45 ACH 46 26829 20 426718 426718 426718 26830 34 26831 65 16729418 26832 56 1Q2020 03/20/2020 PR Batch 50600.03.2020 Stat Total for this ACH Check for Vendor 44: ICMA Retirement Corporation PR Batch 50600.03.2020 Deferred Comp PR Batch 50600.03.2020 Deferred Comp 03/20/2020 PR Batch 50600.03.2020 Def PR Batch 50600.03.2020 Def( Total for this ACH Check for Vendor 45: Internal Revenue Service 03/20/2020 PR Batch 50600.03.2020 FICA Employee Portio PR Batch 50600.03.2020 FIC. PR Batch 50600.03.2020 FICA Employer Portio. PR Batch 50600.03.2020 FIC. PR Batch 50600.03.2020 Medicare Employee Pc PR Batch 50600.03.2020 Mee PR Batch 50600.03.2020 Federal Income Tax PR Batch 50600.03.2020 Fed( PR Batch 50600.03.2020 Medicare Employer Po PR Batch 50600.03.2020 Mee Total for this ACH Check for Vendor 46: Total for 3/20/2020: Abdo Eick & Meyers LLP 03/24/2020 2019 Audit 2019 Audit 2019 Audit Total for Check Number 26829: AFSCME MN Council 5 03/24/2020 PR Batch 50600.03.2020 Union Dues PR Batch 50600.03.2020 Unic Allstream Inc. Fax Line Total for Check Number 26830: 03/24/2020 Total for Check Number 26831: James Bownik 03/24/2020 1Q Mileage Reimbursement Total for Check Number 26832: 1,170.76 1,014.66 2,185.42 648.76 648.76 1,073.71 1,658.68 2,732.39 1,136.73 1,136.73 265.87 1,730.45 265.87 4,535.65 10,102.22 870.00 870.00 4,060.00 5,800.00 210.24 210.24 52.73 52.73 33.37 33.37 AP Checks by Date - Detail by Check Date (3/20/2020 12:41 PM) Page 1 Check No Vendor No Invoice No Vendor Name Description Check Date Reference Check Amount 26833 282 032020 26834 184 032020 032020 26835 133 1Q2020 26836 25 EMCOM-008315 EMCOM-008330 EMCOM-008347 RISK -002038 26837 19 82987 26838 134 0098 26839 31 153778 Anastassia Bukingolts Social Room Refund Cintas March Uniforms March Uniforms Miles Cline IQ Mileage Reimbursement County of Ramsey PR Batch 50600.03.2020 Life Insurance PR Batch 50600.03.2020 Long Term Disability PR Batch 50600.03.2020 Short Tenn Disability February Fleet Support February 911 Dispatch Services February CAD Services Insurance Processing Fee Ehlers and Associates Inc 1795 Eustis Redevelopment Katrina Joseph February Legal Services Kennedy & Graven Chartered February Legal Services 03/24/2020 Total for Check Number 26833: 03/24/2020 Total for Check Number 26834: 03/24/2020 Total for Check Number 26835: 03/24/2020 PR Batch 50600.03.2020 Life PR Batch 50600.03.2020 Lon. PR Batch 50600.03.2020 Shol Total for Check Number 26836: 03/24/2020 Total for Check Number 26837: 03/24/2020 Total for Check Number 26838: 03/24/2020 Total for Check Number 26839: 26840 185 Lauderdale Certified Auto Repair Inc 03/24/2020 032020 February Fuel 032020 February Fuel 032020 February Fuel 26841 23 1NV1559119 26842 12 2020-025 26843 5 619861-02-20 Metro Sales Inc Quarterly Copy Charges Total for Check Number 26840: 03/24/2020 Total for Check Number 26841: North Suburban Access Corporation 03/24/2020 February Webstreaming & Archiving Premium Waters Inc February Water Bottles Total for Check Number 26842: 03/24/2020 52.50 52.50 22.06 22.06 44.12 28.06 28.06 295.06 95.67 64.67 6.24 1,060.57 205.40 25.00 1,752.61 442.50 442.50 925.00 925.00 1,575.00 1,575.00 115.80 540.39 115.80 771.99 276.20 276.20 278.83 278.83 7.50 AP Checks by Date - Detail by Check Date (3/20/2020 12:41 PM) Page 2 Check No Vendor No Invoice No Vendor Name Description Check Date Reference Check Amount 26844 135 0220572525 Total for Check Number 26843: 7.50 St Paul Pioneer Press 03/24/2020 Publish Ordinance 136.74 26845 26 Stantec Consulting Services Inc 1628746 Wetland Conservation Report 1628916 Street Improvements / Record Plans Total for Check Number 26844: 136.74 03/24/2020 167.00 3,228.00 Total for Check Number 26845: 3,395.00 26846 91 Suburban Ace Hardware 03/24/2020 032020 Mounting Tape 9.99 Total for Check Number 26846: 9.99 26847 4 The Neighborhood Recycling Company Inc 03/24/2020 18841 February Single Unit Dwelling 18841 February Multi -Family Recycling Unit 26848 90 Verizon Wireless 9849485662 February Cell Phone 9849485662 February Cell Phone 9849485662 February Cell Phone 26849 7 8495299-0500-2 Waste Management Inc March Public Works 2,862.72 397.44 Total for Check Number 26847: 3,260.16 03/24/2020 16.27 16.26 32.53 Total for Check Number 26848: 65.06 03/24/2020 478.05 Total for Check Number 26849: 478.05 26850 74 Xcel Energy 03/24/2020 675148571 February Street Lighting 422.00 675184835 Larpenteur Bridge Lights 36.09 675203346 2430 Larpenteur Avenue W 19.32 675320858 1885 Fulham Street 95.47 675320858 1917 Walnut Street 40.77 675320858 1885 Fulham Street 61.92 675320858 1917 Walnut Street 106.55 675488595 1891 Walnut Street 168.43 675488595 1891 Walnut Street 263.98 675488595 1795 Eustis Street 45.79 675549993 Larpenteur Avenue 55.16 Total for Check Number 26850: 1,315.48 Total for 3/24/2020: 20,91 1.13 Report Total (26 checks): 31,013.35 AP Checks by Date - Detail by Check Date (3/20/2020 12:41 PM) Page 3 LAUDERDALE COUNCIL ACTION FORM Action Requested Consent X Public Hearing Discussion Action Resolution Work Session Meeting Date March 24, 2020 ITEM NUMBER Accounts Payable Authority STAFF INITIAL APPROVED BY ADMINISTRATOR DESCRIPTION OF ISSUE AND PAST COUNCIL ACTION: Staff is requesting authorization to process accounts payable as needed until the emergency declaration is rescinded. This authorization will be unnecessary if the City Council contin- ues to meet remotely on its regular schedule. Should that differ, staff will need to send out checks to remain in compliance with Minnesota Statutes 471.425, subdivision 2 which states that 35 days from receipt of claim payment must be made for governing boards that meet at least once per month. The government entity must pay interest on bills not paid in a timely manner of 1.5% per month or part of a month. All claims will be included in the next possi- ble council packet. OPTIONS: STAFF RECOMMENDATION: By approving the consent agenda, the Council authorizes accounts payable processing as required by State Statutes until the emergency declaration is rescinded. ACTION REQUESTED Consent X LAUDERDALE COUNCIL MEETING DATE March 24, 2020 Special ITEM NUMBER 2020 Garbage Hauler Licenses Public Hearing Report STAFF INITIAL Jim Discussion/Action Resolution Work APPROVED BY ADMINISTRATOR session DESCRIPTION OF ISSUE AND PAST COUNCIL ACTION: 2/1/20-1/31/21 Garbage Hauler Licenses The following garbage companies have completed the application process and paid their licensing fee. Company Residential Trucks) Commercial Trucks Waste Management 1 4 Advanced Disposal Services 2 1 Republic Services 1 3 Aspen Waste 0 2 Walter's 1 1 OPTIONS: 1) Approve as consent item. 2) Do not approve as consent item. STAFF RECOMMENDATION: By approving the consent agenda, the council is approving the 2020 garbage hauler licenses. COUNCIL ACTION: LAUDERDALE COUNCIL ACTION FORM Action Requested Consent Public Hearing Discussion X Action Resolution X Work Session X Meeting Date March 24, 2020 ITEM NUMBER Emergency Declaration STAFF INITIAL HB it APPROVED BY ADMINISTRATOR DESCRIPTION OF ISSUE AND PAST COUNCIL ACTION: On March 18, Mayor Gaasch declared a local emergency in the city of Lauderdale. In order for the emergency declaration to continue, it must be ratified by the rest of the City Council. The resolution ratifying the declaration follows. OPTIONS: STAFF RECOMMENDATION: Motion to adopt resolution 032420A—A Resolution Enacted Pursuant to Minnesota Statutes Section 12.29 Extending the Period of a Mayor -Declared Local Emergency. COUNCIL ACTION: RESOLUTION NO. 032420A CITY OF LAUDERDALE COUNTY OF RAMSEY STATE OF MINNESOTA A RESOLUTION ENACTED PURSUANT TO MINNESOTA STATUTES SECTION 12.29 EXTENDING THE PERIOD OF A MAYOR -DECLARED LOCAL EMERGENCY WHEREAS, the Mayor of the City of Lauderdale, Minnesota by Mayoral Declaration No. 2020- 1 has declared that a local emergency is in effect in the City as of at 5:00 p.m. on March 18, 2020; and WHEREAS, the City Council of the City of Lauderdale agrees with the mayor's determination and further finds that the local emergency will last for more than three days and that immediate action to respond to the local emergency is needed in order to protect the health, safety and welfare of the City and the community; and WHEREAS, the Council finds that this emergency, which involves an outbreak of an infectious disease (COVID-19), is a highly fluid and evolving situation, and in the interest of the public health, a response or action may be needed that requires deviation from standard procedures for procuring goods and services; and WHEREAS, Minnesota Statutes Sections 12.29 and 12.37 authorize the actions taken in this resolution and provide that emergency contracts and agreements are not subject to the normal purchasing and competitive bidding requirements because of the local emergency. NOW, THEREFORE, BE IT RESOLVED BY THE LAUDERDALE CITY COUNCIL as follows: 1. The Mayor's Declaration of a local emergency is continued in effect until further action of the City Council. 2. City staff is authorized to enter into agreements and contracts necessary for the procurement of materials, equipment, and services required to respond to the local emergency. 3. The Mayor and City Administrator are authorized to execute any agreements, contracts, and related documents regarding the local emergency necessary to implement corrective action relative to the local emergency to protect the health, safety and welfare of the City and the community. 4. City staff is authorized to take any appropriate action and to prepare any appropriate documents to facilitate the directives of the Council as set forth in this resolution. 5. The Mayor, City Administrator, City staff, City attorney, and City consultants are authorized and directed to take any and all additional steps and actions necessary or convenient in order to accomplish the intent of this resolution. Adopted this 24" day of March, 2020. Mary Gaasch, Mayor Attest: Heather Butkowski, City Clerk -Administrator rl LAUDERDALE COUNCIL ACTION FORM 1 Action Requested Consent Public Hearing Discussion X Action Resolution Work Session X Meeting Date March 24, 2020 ITEM NUMBER Audit Materials STAFF INITIAL HB APPROVED BY ADMINISTRATOR DESCRIPTION OF ISSUE AND PAST COUNCIL ACTION: Each year, a representative of Abdo, Eick, and Meyers presents the findings to the City Council. Due to the coronavirus recommendations, staff cancelled the in-person presentation. A copy of the audit, management letter, and their presentation are included in the packet. We can invite them to participate in a remote meeting once we get the hang of it. In the interim, the Council should accept the audit reports. OPTIONS: STAFF RECOMMENDATION: Motion to accept the audit reports prepared by Abdo, Eick, and Meyers. COUNCIL ACTION: Wilt inanci . ntroduction i 0) O J CO 0 O Co O c E •� O 2U (" N CO CO CO N O O co co CO CO O co co co co co co O co co- O O co co O (o N T T T $1,000,000 - W 10 O O O O O co co co co co co co O co O O O O O O O co 0o (o 't N (A (f to to EH o N O N 00 O N O N City Fund Balance Policy (45% to 60%) Variance with LL O (0 7 7 46 O Q Q a y N 0) o a E m Q Ea EA r' ti co co ao 0 co C co d) N 7 7 a C C 9 a 0 X W O 1.6 O O O co _M O co O O ▪ N M co' 1f) N..- co �0o co V V r O O O O O O a? a co Excess of Revenues Offer Expenditures Net Change in Fund Balances Fund Balances, January 1 Fund Balances, December 31 u W c 4-J cu V co Q O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O O (D- O O O O O O O O O O 0) CO I� CD 'cr M N Ef} Cfl CA CA C{} 6F} 69 Cfl Cf} i H4 Intergovernmental T3 c u_ WA A ,c > 0. 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O l() O - U cA Efl EA cA 0.1 0 O) N EA 4- 0 a) m 0o co 'fid' co d O �N Ea @ L • C CD V coO. o �» ▪ C X N (N e» a)W K f0 1-1-1 o V c0 N ,4 N V) N N NEA f ++ .0 a) a a) c6 • J O 0 Class 4 Cities -Cities in Ramsey County 0 I CO 0 0 0 o N 1111N N o o)f) rn 0 0 N O c0 O 0 0 0 • O O 0 N O c0 N 0 0 0 0 0 0 0 0 0 0 O 0 O O O O 0 O 0 0 O O O O O O O O O O c0 (0 V' CV O a0 c0 d' N o a) N '66 a) co • U J � O 1p • N O 0 ■ 11 W, CV/ •V ��I E1-1; O tea■_ Cities in Ramsey County Current Expenditure per Capita CO LO M 10 ✓ O «) (O 0 CO N- (O N CA CR CH N 0 <t CO i O Cc7 N- M N Ca CO C» L_ 0 0 0 0 0 0 0 0 CO Ca Ca 69 Cr CO 69 69 (O O M CC) - O 0 CO N- CO N Cfl CA CA =Cities in Ramsey County Capital Expenditure per Capita 0 0 0 0 0 0 O O OO O O N 0 Ea Ca Ca 1 111 ' Lo O CO ▪ Ca 69 •—• O CO 0 Ca ti CO ( r r O - CO N N EA C» C» 64 Cities in Ramsey County C Vi CU Lem oO s_ lis.O N O A • it ea zr City of Lauderdale Lauderdale, Minnesota For the Year Ended December 31, 2019 ABDO FICK & _ /1E 1 .ELEJ, Certified Public Accountants & Consultants THIS PAGE IS LEFT BLANK INTENTIONALLY City of Lauderdale, Minnesota Annual Financial Report Table of Contents For the Year Ended December 31, 2019 Introductory Section Elected and Appointed Officials Financial Section Independent Auditor's Report Management's Discussion and Analysis Basic Financial Statements Government -wide Financial Statements Statement of Net Position Statement of Activities Fund Financial Statements Governmental Funds Balance Sheet Reconciliation of the Balance Sheet to the Statement of Net Position Statement of Revenues, Expenditures and Changes in Fund Balances Reconciliation of the Statement of Revenues, Expenditures and Changes to the Statement of Activities General Fund Statement of Revenues, Expenditures and Changes in Fund Balances - Proprietary Funds Statement of Net Position Statement of Revenues, Expenses and Changes in Net Position Statement of Cash Flows Notes to the Financial Statements in Fund Balances Budget and Actual Required Supplementary Information Schedule of Employer's Share of Public Employees Retirement Association Net Pension Liability - General Employees Retirement Fund Schedule of Employer's Public Employees Retirement Association Contributions - General Employees Retirement Fund Notes to the Required Supplementary Information - General Employee Retirement Fund Combining and Individual Fund Financial Statements and Schedules Nonmajor Governmental Funds Combining Balance Sheet Combining Statement of Revenues, Expenditures and Changes in Fund Balances Nonmajor Special Revenue Funds Combining Balance Sheet Combining Statement of Revenues, Expenditures and Changes in Fund Balances Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual Communications Fund Recycling Fund Nonmajor Capital Projects Funds Combining Balance Sheet Combining Statement of Revenues, Expenditures and Changes in Fund Balances General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual Summary Financial Report Revenues and Expenditures for General Operations Other Required Report Independent Auditor's Report on Minnesota Legal Compliance 3 Page No. 7 11 15 27 28 32 33 34 35 36 37 38 39 41 64 64 65 68 69 70 71 72 73 74 75 77 80 83 THIS PAGE IS LEFT BLANK INTENTIONALLY 4 INTRODUCTORY SECTION CITY OF LAUDERDALE LAUDERDALE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 5 THIS PAGE IS LEFT BLANK INTENTIONALLY 6 Name City of Lauderdale, Minnesota Elected and Appointed Officials For the Year Ended December 31, 2019 ELECTED Title Term Expires Mary Gaasch Mayor 12/31/20 Jeff Dains Council Member 12/31/20 Kelly Dolphin Council Member 12/31/20 Roxanne Grove Council Member 12/31/22 Andi Moffatt Council Member 12/31/22 APPOINTED Heather Butkowski City Administrator 7 THIS PAGE IS LEFT BLANK INTENTIONALLY 8 FINANCIAL SECTION CITY OF LAUDERDALE LAUDERDALE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 9 THIS PAGE IS LEFT BLANK INTENTIONALLY 10 .BD0 HICK & MEYERS LP Certified Public Accountants d'- Consultants INDEPENDENT AUDITOR'S REPORT Honorable Mayor and City Council City of Lauderdale, Minnesota Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of the City of Lauderdale, Minnesota (the City), as of and for the year ended December 31, 2019, and the related notes to the financial statements, which collectively comprise the City's basic financial statements as listed in the table of contents. Management's Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor's Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor's judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the City's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of the City as of December 31, 2019, and the respective changes in financial position, cash flows, where applicable, and the budgetary comparison for the General fund for the year then ended in accordance with accounting principles generally accepted in the United States of America. 5201 Eden Avenue, Suite 250 Edina, MN 55436 952.835.9090 1 Fax 952.835.3261 11 THIS PAGE IS LEFT BLANK INTENTIONALLY 12 Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the Management's Discussion and Analysis Page 15 and the Schedule of Employer's Shares of the Net Pension Liability and the Schedule of Employer's Contributions and the related note disclosures starting on page 62 be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming an opinion on the financial statements that collectively comprise the City's basic financial statements as a whole. The introductory section and combining and individual fund financial statements and schedules are presented for the purpose of additional analysis and are not a required part of the basic financial statements. The combining and individual fund financial statements and schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual fund financial statements and schedules are fairly stated in all material respects, in relation to the financial statements as a whole. The introductory section has not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on it. faivieittio Li" ABDO, EICK & MEYERS, LLP Minneapolis, Minnesota March 13, 2020 13 ec)1")1c' + Process. (;ohi \uriilml S THIS PAGE IS LEFT BLANK INTENTIONALLY 14 Management's Discussion and Analysis As management of the City of Lauderdale, Minnesota (the City), we offer readers of the City's financial statements this narrative overview and analysis of the financial activities of the City for the fiscal year ended December 31, 2019. Financial Highlights • The assets and deferred outflows of resources of the City exceeded its liabilities and deferred inflows of resources at the close of the most recent fiscal year by $10,588,757 (net position). Of this amount, $3,202,472 (unrestricted net position) may be used to meet the City's ongoing obligations to citizens and creditors. • The City's total net position increased by $331,042. The majority of the increase can be attributed to unused capital contributions, which are restricted for future transportation improvements. • As of the dose of the current fiscal year, the City's governmental funds reported combined ending fund balances of $3,567,414 a decrease of $550,186 in comparison with the prior year. The majority of the decrease is due to the 2019 Infrastructure Improvement project that is held in construction work in process at December 31, 2019. Approximately 22.1 percent of this total amount, $789,359, is unassigned fund balance. • At the end of the current fiscal year, unassigned fund balance for the General fund was $789,359, or 56.4 percent of 2019 budgeted expenditures. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City's basic financial statements. The City's basic financial statements comprise three components: 1) government -wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplemental information in addition to the basic financial statements themselves. 15 The following chart shows how the various parts of this annual report are arranged and related to one another: Figure 1 Required Components of the City's Annual Financial Report Management's Discussion and Analysis Government - wide Financial Statements Summary Basic Financial Statements Required Supplementary Information ..'^,,'...-^.,-^.....'^ Fund Financial Statements ^ _ ^ ^ , , Notes to the Financial Statements 16 Detail The following chart summarizes the major features of the City's financial statements, including the portion of the City's activities they cover and the types of information they contain. The remainder of this overview section of Management's Discussion and Analysis highlights the structure and contents of each of the statements: Figure 2 Major Features of the Government -wide and Fund Financial Statements 17 Fund Financial Statements Government -wide Statements Governmental Funds Proprietary Funds Scope Entire City government (except fiduciary funds) and the City's component units The activities of the City that are not proprietary or fiduciary, such as police, fire and parks Activities the City operates similar to private businesses, such as the water and sewer system Required financial statements • Statement of Net Position • Statement of Activities • Balance Sheet • Statement of Revenues, Expenditures, and Changes in Fund Balances • Statements of Net Position • Statements of Revenues, Expenses and Changes in Fund Net Position • Statements of Cash Flows Accounting basis and measurement focus Accrual accounting and economic resources focus Modified accrual accounting and current financial resources focus Accrual accounting and economic resources focus Type of asset/liability information All assets and liabilities, both financial and capital, and short-term and long- term Only assets expected to be used up and liabilities that come due during the year or soon thereafter; no capital assets included All assets and liabilities, both financial and capital, and short - term and long-term Type of deferred outflows/inflows of resources information All deferred outflows/inflows of resources, regardless of when cash is received or paid Only deferred outflows of resources expected to be used up and deferred inflows of resources that come due during the year or soon thereafter; no capital assets included All deferred outflows/inflows of resources, regardless of when cash is received or paid Type of inflow/outflow information All revenues and expenses during year, regardless of when cash is received or paid Revenues for which cash is received during or soon after the end of the year; expenditures when goods or services have been received and payment is due during the year or soon thereafter All revenues and expenses during the year, regardless of when cash is received or paid 17 Government -wide Financial Statements. The government -wide financial statements are designed to provide readers with a broad overview of the City's finances, in a manner similar to a private -sector business. The statement of net position presents information on all of the City's assets and deferred outflows of resources and liabilities and deferred inflows of resources, with the difference reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City is improving or deteriorating. The statement of activities presents information showing how the City's net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g., uncollected taxes and earned but unused vacation leave). Both of the government -wide financial statements distinguish functions of the City that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business -type activities). The governmental activities of the City include general government, public safety, public works, sanitation and recycling, culture and recreation, miscellaneous and interest on bonds. The government -wide financial statements start on page 27 of this report. Fund Financial Statements. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City, like other state and local government, uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. All of the funds of the City can be divided into two categories: governmental funds and proprietary funds. Governmental Funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government -wide financial statements. However, unlike the government -wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government's near-term financing requirements. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government -wide financial statements. By doing so, readers may better understand the long-term impact by the government's near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains eleven individual governmental funds. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures and changes in fund balances for the General fund, Street Improvement fund, TIF District No. 1-2 fund, and the 2019A G.O. Improvement Bonds fund, all of which are considered to be major funds. Data from the other governmental funds are combined into a single aggregated presentation. The City adopts an annual appropriated budget for its General fund and certain special revenue funds. A budgetary comparison statement has been provided for the General fund and certain special revenue funds to demonstrate compliance with this budget. The basic governmental fund financial statements start on page 32 of this report. Proprietary Funds. The City maintains one type of proprietary fund. Enterprise funds are used to report the same functions presented as business -type activities in the government—wide financial statements. The City uses enterprise funds to account for its Sewer and Storm Sewer operations. Proprietary funds provide the same type of information as the government -wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for each of the enterprise funds which are considered to be major funds of the City. The basic proprietary fund financial statements start on page 37 of this report. 18 Notes to the Financial Statements. The notes provide additional information that is essential to a full understanding of the data provided in the government -wide and fund financial statements. The notes to the financial statements start on page 41 of this report. Other Information. The combining and individual fund financial statements and schedules are presented following the notes to the financial statements and start on page 68 of this report. Government -wide Financial Analysis As noted earlier, net position may serve over time as a useful indicator of a government's financial position. In the case of the City, assets and deferred outflows of resources exceeded liabilities and deferred inflows of resources by $10,588,757 at the close of the most recent fiscal year. The largest portion of the City's net position (64.4 percent) reflects its net investment in capital assets (e.g., land, buildings, machinery and equipment); less any related debt used to acquire those assets that is still outstanding. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. City of Lauderdale's Summary of Net Position Governmental Activities Business -type Activities Increase Increase 2019 2018 (Decrease) 2019 2018 (Decrease) Assets Current and other assets $ 4,174,249 $ 4,185,142 $ (10,893) $ 1,509,798 $ 1,420,546 $ 89,252 Capital assets 6,200,696 4,706,410 1,494,286 1,645,198 1,701,771 (56,573) Total Assets 10,374,945 8,891,552 1,483,393 3,154,996 3,122,317 32,679 Deferred Outflows of Resources Deferred pension resources 18,063 39,641 (21,578) 5,812 12,896 (7,084) Liabilities Long-term liabilities outstanding 2,586,838 1,568,092 1,018,746 88,962 86,859 2,103 Other liabilities 234,294 73,354 160,940 1,522 5,783 (4,261) Total Liabilities 2,821,132 1,641,446 1,179,686 90,484 92,642 (2,158) Deferred Inflows of Resources Deferred pension resources 40,036 56,290 (16,254) 13,407 18,313 (4,906) Net Position Investment in capital assets 5,178,531 4,706,410 472,121 1,645,198 1,701,771 (56,573) Restricted 562,556 910,976 (348,420) - Unrestricted 1,790,753 1,616,071 174,682 1,411,719 1,322,487 89,232 Total Net Position $ 7,531,840 $ 7,233,457 $ 298,383 $ 3,056,917 $ 3,024,258 $ 32,659 The remaining balance of unrestricted net position ($3,202,472) may be used to meet the City's ongoing obligations to citizens and creditors. At the end of the current fiscal year, the City is able to report positive balances in all three categories of net position, both for the City as a whole, as well as for its separate governmental and business -type activities. The same situation held true for the prior fiscal year. 19 Governmental Activities. Governmental activities increased the City's net position by $298,383 and business -type increased the City's net position by $32,659. Key elements of the increase are as follows: City of Lauderdale's Changes in Net Position Governmental Activities Business -type Activities Increase Increase 2019 2018 (Decrease) 2019 2018 (Decrease) Revenues Program Revenues Charges for services $ 225,589 $ 133,176 $ 92,413 $ 418,958 $ 394,302 $ 24,656 Operating grants and contributions 5,742 5,832 (90) - - Capital grants and contributions 1,142,723 868,986 273,737 23,846 - 23,846 General Revenues Property taxes 828,027 782,618 45,409 Grants and contributions not restricted to specific program 545,259 614,941 (69,682) 178 557 (379) Investment earnings 73,592 22,007 51,585 28,152 22,465 5,687 Gain on sale of capital asset 10,412 - 10,412 Total Revenues 2,831,344 2,427,560 403,784 471,134 417,324 53,810 Expenses General government 463,927 420,291 43,636 Public safety 822,429 772,073 50,356 - Public works 1,001,808 299,313 702,495 Sanitation and recycling 62,155 52,979 9,176 - Culture and recreation 136,834 126,271 10,563 - Miscellaneous 5,620 60,718 (55,098) - - Debt service 72,188 51,798 20,390 Sewer - - 320,916 286,090 34,826 Storm sewer - 85,559 89,480 (3,921) Total Expenses 2,564,961 1,783,443 781,518 406,475 375,570 30,905 Increase in net position before transfers Transfers Change in Net Position Net Position, January 1 266,383 644,117 (377,734) 64,659 41,754 22,905 32,000 32,000 (32,000) (32,000) 298,383 644,117 (345,734) 32,659 41,754 (9,095) 7,233,457 6,589,340 644,117 3,024,258 2,982,504 41,754 Net Position, December 31 $ 7,531,840 $ 7,233,457 $ 298,383 $ 3,056,917 $ 3,024,258 $ 32,659 20 Overall, the financial position of governmental activities remained relatively close to the prior year. $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 Expenses and Program Revenues - Governmental Activities General Public Safety Public Works Sanitation and Culture and Miscellaneous Interest on Government Recycling Recreation long term debt ® Expense ® Program Revenue Revenues by Source - Governmental Activities Grants and Contributions Not Restricted to Specific Programs 19.3% Investment Earnings 2.6% Gain on Sale of Capital Asset 0.4% Charges for Services 7.9% Operating Grants and Contributions 0.2% Property Taxes Capital Grants and 29.2% Contributions 40.4% 21 Business -type Activities. Business -type activities increased the City's net position by $32,659.The increase can be attributed to charges for services over operating costs. Financial Analysis of the Government's Funds As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. Governmental Funds. The focus of the City's governmental funds is to provide information on near-term inflows, outflows and balances of spendable resources. Such information is useful in assessing the City's financing requirements. In particular, unassigned fund balance may serve as a useful measure of a government's net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year, the City's governmental funds reported combined ending fund balances of $3,567,414, a decrease of $550,186 in comparison with the prior year. Approximately 22.1 percent of this total amount ($789,359) constitutes unassigned fund balance, which is available for spending at the City's discretion. The remainder of fund is nonspendable ($3,629), restricted ($1,425,106), committed ($109,097), or assigned ($1,240,223). The General fund is the chief operating fund of the City. At the end of the current year, unassigned fund balance of the General fund was $789,359. As a measure of the General fund's liquidity, it may be useful to compare both unrestricted fund balance and total fund balance to total fund expenditures. Unassigned fund balance represents 56.4 percent of total General fund expenditures and 56.4 percent of the 2019 budget. The fund balance of the City's General fund increased by $45,130 during the current fiscal year because revenue from property taxes and interest on investments increased from the previous year. The Street Improvement fund has a total fund balance of $521,941, a decrease of $748,548 from the previous year due to an increase in capital outlay expenditures in the current year. The TIF District No. 1-2 fund has a total fund balance of $1,190,546, a decrease of $211 from the previous year due to capital outlay expenditures exceeding revenues from interest on investments. The 2019A G.O. Improvement Bonds fund has a total fund balance of $101,597, an increase of $101,597 from the previous year because new general obligation special assessment bonds were issued in the current year. Proprietary Funds. The City's proprietary fund provides the same type of information found in the government -wide financial statements, but in more detail. The Sewer fund unrestricted net position of the Sewer operation amounted to $1,026,733.The total increase in net position for the fund was $9,116. The Storm Sewer fund unrestricted net position amounted to $384,986. The total increase in net position for the fund was $23,543. The factors concerning the finances of these funds have already been addressed in the discussion of the City's business - type activities. General Fund Budgetary Highlights The original budget was not amended during the 2019 fiscal year. Revenues were more than budgetary estimates by $43,033 and expenditures were less than budgetary estimates by $2,097. As a result the City experienced an overall favorable budget variance. 22 Capital Asset and Debt Administration Capital Assets. The City's investment in capital assets for its governmental and business -type activities as of December 31, 2019, amounts to $7,845,894, (net of accumulated depreciation). This investment in capital assets includes land, buildings and system, improvements, machinery and equipment, park facilities, roads, highways, and bridges. The total decrease in the City's investment in capital assets for the current fiscal year was -22.4 percent (a -31.8 percent decrease for governmental activities and a 3.3 percent increase for business -type activities). City of Lauderdale's Capital Assets (Net of Depreciation) Governmental Activities Business -type Activities Increase Increase 2019 2018 (Decrease) 2019 2018 (Decrease) Land $ 322,040 $ 411,347 $ (89,307) $ - $ - $ Construction in Progress 1,736,980 - 1,736,980 Buildings 37,467 39,127 (1,660) - Improvements other than Buildings 67,048 84,180 (17,132) - - - Machinery and Equipment 85,004 105,388 (20,384) 4,333 5,333 (1,000) Infrastructure 3,952,157 4,066,368 (114,211) 1,640,865 1,696,438 (55,573) Total $ 6,200,696 $ 4,706,410 $ 1,494,286 $ 1,645,198 $ 1,701,771 $ (56,573) Additional information on the City's capital assets can be found in Note 3B starting on page 51 of this report. Long-term Debt. At the end of the current fiscal year, the City had total bonded debt outstanding of $2,317,165. City of Lauderdale's Outstanding Debt Governmental Activities Business Activities Increase Increase 2019 2018 (Decrease) 2019 2018 (Decrease) Bonds Payable $ 2,317,165 $ 1,295,000 $ 1,022,165 $ $ $ During 2019, the City issued 2019A G.O. Improvement Bonds for $1,000,000. Additional information on the City's long-term debt can be found in Note 3D starting on page 53 of this report. Economic Factors and Next Year's Budgets and Rates • The City closed on the purchase of 1795 Eustis Street in May 2018. The City anticipates selling the property for , redevelopment in 2020. • Luther Theological Seminary selected a developer to buy six acres of real estate in Lauderdale. Application for land use approvals are expected in 2020. • Four new home were permitted in 2019. Two new home permits were approved so far in 2020. Requests for Information This financial report is designed to provide a general overview of the City's finances for all those with an interest in the City's finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the City Administrator, Heather Butkowski, City of Lauderdale, 1891 Walnut Street, Lauderdale, MN 55113. 23 THIS PAGE IS LEFT BLANK INTENTIONALLY 24 GOVERNMENT -WIDE FINANCIAL STATEMENTS CITY OF LAUDERDALE LAUDERDALE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 25 THIS PAGE IS LEFT BLANK INTENTIONALLY 26 City of Lauderdale, Minnesota Statement of Net Position December 31, 2019 Assets Cash and temporary investments Receivables Accounts Delinquent taxes Interest Special assessments Due from other governments Prepaid items Land held for resale Capital assets Land and construction in progress Depreciable buildings, property and equipment, net Total Assets Governmental Business -type Activities Activities Total $ 2,648,605 $ 1,436,107 $ 4,084,712 4,541 26,708 2,957 389,908 1,768 3,629 1,096,133 2,059,020 4,141,676 10,374,945 Deferred Outflows of Resources Deferred pension resources 18,063 60,070 13,621 1,645,198 64,611 26,708 2,957 389,908 1,768 17,250 1,096,133 2,059,020 5,786,874 3,154,996 13,529,941 5,812 23,875 Liabilities Accounts payable 207,152 1,522 208,674 Salaries payable 4,143 4,143 Accrued interest payable 21,347 - 21,347 Due to other governments 1,652 - 1,652 Current liabilities - due within one year Compensated absences payable 23,689 12,672 36,361 Noncurrent liabilities - due in more than one year Compensated absences payable 18,193 18,193 Net pension liability 227,791 76,290 304,081 Bonds payable 2,317,165 2,317,165 Total Liabilities 2,821,132 90,484 2,911,616 Deferred Inflows of Resources Deferred pension resources 40,036 13,407 53,443 Net Position Investment in capital assets 5,178,531 Restricted for Debt Service 455,621 Transportation 74,018 Street maintenance 32,917 Unrestricted 1,790,753 1,645,198 6,823,729 1,411,719 455,621 74,018 32,917 3,202,472 Total Net Position $ 7,531,840 $ 3,056,917 $ 10,588,757 The notes to the financial statements are an integral part of this statement. 27 City of Lauderdale, Minnesota Statement of Activities For the Year Ended December 31, 2019 Program Revenues Operating Capital Charges for Grants and Grants and Functions/Programs Expenses Services Contributions Contributions Governmental Activities Current General government Public safety Public works Sanitation and recycling Culture and recreation Economic development Interest on long term debt Total Governmental Activities Business -type Activities Sewer Storm sewer Total Business -type Activities Total $ 463,927 $ 50,123 $ $ 822,429 40,380 - 1,001,808 62,155 46,256 5,742 136,834 88,830 - 5,620 72,188 2,564,961 225,589 1,142,723 5,742 1,142,723 320,916 308,056 23,846 85,559 110,902 406,475 418,958 23,846 $ 2,971,436 $ 644,547 $ 5,742 $ 1,166,569 General Revenues and Transfers Taxes Property taxes, levied for general purposes Franchise tax Grants and contributions not restricted to specific programs Investment earnings Gain on sale of capital assets Transfers Total General Revenues and Transfers Change in Net Position Net Position, January 1 Net Position, December 31 The notes to the financial statements are an integral part of this statement. 28 Net (Expense) Revenue and Changes in Net Position Governmental Business -type Activities Activities Total $ (413,804) $ (782,049) 140,915 (10,157) (48,004) (5,620) (72,188) $ (413,804) (782,049) 140,915 (10,157) (48,004) (5,620) (72,188) (1,190,907) (1,190,907) (1,190,907) 10,986 10,986 25,343 25,343 36,329 36,329 36,329 (1,154,578) 809,908 809,908 18,119 18,119 545,259 178 545,437 73,592 28,152 101,744 10,412 - 10,412 32,000 (32,000) - 1,489,290 (3,670) 1,485,620 298,383 32,659 331,042 7,233,457 3,024,258 10,257,715 $ 7,531,840 $ 3,056,917 $ 10,588,757 The notes to the financial statements are an integral part of this statement. 29 THIS PAGE IS LEFT BLANK INTENTIONALLY 30 FUND FINANCIAL STATEMENTS CITY OF LAUDERDALE LAUDERDALE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 31 City of Lauderdale, Minnesota Balance Sheet Governmental Funds December 31, 2019 Capital Projects Debt Service 2019A Other Total Street TIF District G.O. Governmental Governmental General Improvement No. 1-2 Improvement Bond: Funds Funds Assets Cash and temporary investments $ 777,769 $ 714,526 $ 94,413 $ 101,597 $ 960,300 $ 2,648,605 Receivables Accounts - - - 4,541 4,541 Delinquent taxes 26,708 - - - 26,708 Interest 2,957 - - 2,957 Special assessments 191 - - 349,343 40,374 389,908 Due from other governments 1,706 62 - - 1,768 Prepaid items 2,979 - - 650 3,629 Land held for resale - 1,096,133 1,096,133 Total Assets $ 812,310 $ 714,588 $ 1,190,546 $ 450,940 $ 1,005,865 $ 4,174,249 Liabilities Accounts payable $ 9,612 $ 192,647 $ - $ - $ 4,893 $ 207,152 Due to other governments 1,652 - - - - 1,652 Salaries payable 3,812 - 331 4,143 Total Liabilities 15,076 192,647 - - 5,224 212,947 Deferred Inflows of Resources Unavailable revenue - property taxes 4,705 - - - 4,705 Unavailable revenue - special assessments 191 - - 349,343 39,649 389,183 Total Deferred Inflows of Resources 4,896 - - 349,343 39,649 393,888 Fund Balances Nonspendable Restricted Committed Assigned Unassigned Total Fund Balances 2,979 - - 650 3,629 106,935 1,190,546 101,597 26,028 1,425,106 - - 109,097 109,097 415,006 - 825,217 1,240,223 789,359 - - - - 789,359 792,338 521,941 1,190,546 101,597 960,992 3,567,414 Total Liabilities, Deferred Inflows of Resources and Fund Balances $ 812,310 $ 714,588 $ 1,190,546 $ 450,940 $ 1,005,865 $ 4,174,249 The notes to the financial statements are an integral part of this statement. 32 City of Lauderdale, Minnesota Reconciliation of the Balance Sheet to the Statement of Net Position Governmental Funds December 31, 2019 Amounts reported for governmental activities in the statement of net position are different because Total Fund Balances - Governmental Funds $ 3,567,414 Capital assets used in governmental activities are not financial resources and therefore are not reported as assets in governmental fund. Cost of capital assets Less: accumulated depreciation Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported as liabilities in the funds. Long-term liabilities at year-end consist of Compensated absences payable Pension liability Bonds payable Bond premium Delinquent property taxes receivable are not available soon enough to pay for the current periods expenditures, and therefore are reported as deferred inflow of resources in the funds. Special assessments receivable are not available soon enough to pay for the current periods expenditures, and therefore are reported as deferred inflow of resources in the funds. Governmental funds do not report long-term amounts related to pensions. Deferred outflows of pension resources Deferred inflows of pension resources Governmental funds do not report a liability for accrued interest until due and payable. 8,608,991 (2,408,295) (41,882) (227,791) (2,295,000) (22,165) 4,705 389,183 18,063 (40,036) (21, 347) Total Net Position - Governmental Activities $ 7,531,840 The notes to the financial statements are an integral part of this statement. 33 City of Lauderdale, Minnesota Statement of Revenues, Expenditures and Changes in Fund Balances Governmental Funds For the Year Ended December 31, 2019 Capital Projects Debt Service 2019A Other Total Street TIF District G.O. Governmental Governmental General Improvement No. 1-2 Improvement Bonds Funds Funds Revenues Taxes $ 813,079 $ $ - $ - $ 18,119 $ 831,198 Licenses and permits 42,775 42,775 Intergovernmental 540,820 - - 5,742 546,562 Charges for services 17,205 46,256 63,461 Fines and forfeitures 29,977 - - - 29,977 Special assessments 2,303 - 88,130 - 90,433 Interest on investments 30,295 23,087 1,924 477 17,809 73,592 Miscellaneous 5,153 753,332 - - - 758,485 Total Revenues 1,481,607 776,419 1,924 88,607 87,926 2,436,483 Expenditures Current General government 370,627 - - 370,627 Public safety 822,660 - - - 822,660 Public works 111,519 - - 1,232 112,751 Sanitation and recycling - - 62,155 62,155 Culture and recreation 92,446 - 18,804 111,250 Economic development 1,225 - - 1,225 Capital outlay - 2,499,559 2,135 2,260 2,503,954 Debt service Interest - 32,041 32,041 Bond issuance costs - 35,750 - - 35,750 Total Expenditures 1,398,477 2,535,309 2,135 116,492 4,052,413 Excess (Deficiency) of Revenues Over (Under) Expenditures Other Financing Sources (Uses) Transfers in Transfers out Bonds issued Premium on bonds issued Gain on sale of land held for resale Total Other Financing Sources (Uses) 83,130 (1,758,890) (211) 88,607 (28,566) (1,615,930) (38,000) 987,010 23,332 (38,000) 1,010,342 12,990 70,000 70,000 (38,000) 1,000,000 23,332 10,412 10,412 12,990 80,412 1,065,744 Net Change in Fund Balances 45,130 (748,548) (211) 101,597 51,846 (550,186) Fund Balances, January 1 747,208 1,270,489 1,190,757 - 909,146 4,117,600 Fund Balances, December31 $ 792,338 $ 521,941 $ 1,190,546 $ 101,597 $ 960,992 $ 3,567,414 The notes to the financial statements are an integral part of this statement. 34 City of Lauderdale, Minnesota Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances to the Statement of Activities Governmental Funds For the Year Ended December 31, 2019 Amounts reported for governmental activities in the statement of activities are different because Total Net Change in Fund Balances - Governmental Funds $ (550,186) Capital outlays are reported in governmental funds as expenditures. However, in the statement of activities, the cost of those assets is allocated over the estimated useful lives as depreciation expense. Capital outlays Depreciation expense The net effect of various miscellaneous transactions involving capital assets (i.e., sales, trade-ins, donations, and dispositions) is to decrease net position. 1,736,980 (153,387) (89,307) The issuance of long-term debt provides current financial resources to governmental funds, while the repayment of principal of long-term debt consumes the current financial resources if governmental funds. Neither transaction, however, has any effect on net position. Also, governmental funds report the effect of premiums, discounts and similar items when debt is first issued, whereas these amounts are deferred and amortized in the statement of activities. Bonds issued (1,000,000) Premium on bonds issued (23,332) Amortization of bond premium 1,167 Interest on long-term debt in the statement of activities differs from the amount reported in the governmental fund because interest is recognized as an expenditure in the funds when it is due, and thus requires the use of current financial resources. In the statement of activities, however interest expense is recognized as the interest accrues, regardless of when it is due. (5,564) Long-term pension activity is not reported in governmental funds. Pension expense (3,433) Pension revenue from state contributions 532 Delinquent taxes and special assessment receivables are not available soon enough to pay for the current period's expenditures, and therefore are reported as deferred inflow of resources in the funds. Special assessments Property taxes Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. Compensated absences 387,088 (3,171) 996 Change in Net Position - Governmental Activities $ 298,383 The notes to the financial statements are an integral part of this statement. 35 City of Lauderdale, Minnesota Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual General Fund For the Year Ended December 31, 2019 Budgeted Amounts Actual Variance with Original Final Amounts Final Budget Revenues Taxes $ 810,104 $ 810,104 $ 813,079 $ 2,975 Licenses and permits 35,850 35,850 42,775 6,925 Intergovernmental 540,820 540,820 540,820 Charges for services 11,800 11,800 17,205 5,405 Fines and forfeitures 30,000 30,000 29,977 (23) Special assessments - 2,303 2,303 Interest on investments 6,000 6,000 30,295 24,295 Miscellaneous 4,000 4,000 5,153 1,153 Total Revenues 1,438,574 1,438,574 1,481,607 43,033 Expenditures Current General government 375,399 375,399 370,627 4,772 Public safety 811,723 811,723 822,660 (10,937) Public works 100,630 100,630 111,519 (10,889) Culture and recreation 92,822 92,822 92,446 376 Economic development 20,000 20,000 1,225 18,775 Total Expenditures 1,400,574 1,400,574 1,398,477 2,097 Excess of Revenues Over Expenditures Other Financing Uses Transfers out 38,000 38,000 83,130 45,130 (38,000) (38,000) (38,000) Net Change in Fund Balances 45,130 45,130 Fund Balances, January 1 747,208 747,208 747,208 Fund Balances, December 31 $ 747,208 $ 747,208 $ 792,338 $ 45,130 The notes to the financial statements are an integral part of this statement. 36 City of Lauderdale, Minnesota Statement of Net Position Proprietary Funds December 31, 2019 Business -type Activities Sewer Storm Sewer Total Assets Current Assets Cash and temporary investments $ 1,025,140 $ 410,967 $ 1,436,107 Accounts receivable 41,077 18,993 60,070 Prepaid items 13,381 240 13,621 Total Current Assets 1,079,598 430,200 1,509,798 Noncurrent Assets Capital assets Machinery and equipment 15,000 15,000 Infrastructure 2,190,470 - 2,190,470 Less accumulated depreciation (560,272) (560,272) Total Noncurrent Assets 1,645,198 1,645,198 Total Assets 2,724,796 Deferred Outflows of Resources Deferred pensions resources 3,141 Liabilities Current Liabilities Accounts payable Compensated absences payable Total Current Liabilities Noncurrent Liabilities Pension liability 800 6,723 7,523 430,200 3,154,996 2,671 5,812 722 5,949 6,671 1,522 12,672 14,194 41,237 35,053 76,290 Total Liabilities 48,760 Deferred Inflows of Resources Deferred pension resources 7,246 Net Position Investment in capital assets 1,645,198 Unrestricted 1,026,733 41,724 90,484 6,161 13,407 384,986 1,645,198 1,411,719 Total Net Position $ 2,671,931 $ 384,986 $ 3,056,917 The notes to the financial statements are an integral part of this statement. 37 City of Lauderdale, Minnesota Statement of Revenues, Expenses and Changes in Net Position Proprietary Funds For the Year Ended December 31, 2019 Business -type Activities Sewer Storm Sewer Total Operating Revenues Charges for services $ 308,056 $ 110,902 $ 418,958 Operating Expenses Personal services 80,812 67,871 148,683 Supplies 713 713 1,426 Other services and charges 182,818 16,975 199,793 Depreciation 56,573 56,573 Total Operating Expenses 320,916 85,559 406,475 Operating Income Nonoperating Revenues Other revenue Interest income Total Nonoperating Revenues (12,860) 25,343 12,483 96 20,034 20,130 Income Before Capital Grants and Transfers 7,270 Capital grants Transfers Out Total Capital Grants and Transfers Change in Net Position Net Position, January 1 Net Position, December 31 82 8,118 8,200 178 28,152 28,330 33,543 40,813 23,846 23,846 (22,000) (10,000) (32,000) 1,846 9,116 2,662,815 (10,000) (8,154) 23,543 32,659 361,443 3,024,258 $ 2,671,931 $ 384,986 $ 3,056,917 The notes to the financial statements are an integral part of this statement. 38 City of Lauderdale, Minnesota Statement of Cash Flows Proprietary Funds For the Year Ended December 31, 2019 Business -type Activities Sewer Storm Sewer Total Cash Flows from Operating Activities Receipts from tenants and users $ 305,384 $ 109,695 $ 415,079 Payments to suppliers (188,120) (17,101) (205,221) Payments to employees (78,228) (66,174) (144,402) Net Cash Provided by Operating Activities 39,036 26,420 65,456 Cash Flows From Noncapital And Related Financing Activities Transfers out Cash Flows from Capital and Related Financing Activities Grants received (22,000) (10,000) (32,000) 23,846 - 23,846 Cash Flows from Investing Activities Interest on investments 20,034 8,118 28,152 Net Increase in Cash and Cash Equivalents 60,916 24,538 85,454 Cash and Cash Equivalents, January 1 964,224 386,429 1,350,653 Cash and Cash Equivalents, December 31 $ 1,025,140 $ 410,967 $ 1,436,107 Reconciliation of Operating Income to Net Cash Provided by Operating Activities Operating income $ (12,860) $ 25,343 $ 12,483 Adjustments to reconcile operating income to net cash provided by operating activities Depreciation 56,573 - 56,573 Increase (decrease) in assets/deferred outflows Accounts receivable (2,768) (1,289) (4,057) Prepaid items 264 (5) 259 Pension liability 96 82 178 Deferred pension resources 3,792 3,292 7,084 Increase (decrease) in liabilities/deferred inflows Accounts payable (4,853) 592 (4,261) Compensated absences payable 424 289 713 Net pension liability 967 423 1,390 Deferred pension resources (2,599) (2,307) (4,906) Net Cash Provided by Operating Activities $ 39,036 $ 26,420 $ 65,456 The notes to the financial statements are an integral part of this statement. 39 THIS PAGE IS LEFT BLANK INTENTIONALLY 40 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 1: Summary of Significant Accounting Policies A. Reporting Entity The City of Lauderdale, Minnesota (the City), operates under the "Optional Plan A" form of government as defined in the State of Minnesota statutes. Under this plan, the government of the City is directed by a City Council composed of an elected Mayor and four elected City Council members. The City Council exercises legislative authority and determines all matters of policy. The City Council appoints personnel responsible for the proper administration of all affairs relating to the City. The City has considered all potential units for which it is financially accountable, and other organizations for which the nature and significance of their relationship with the City are such that exclusion would cause the City's financial statements to be misleading or incomplete. The Governmental Accounting Standards Board (GASB) has set forth criteria to be considered in determining financial accountability. These criteria include appointing a voting majority of an organization's governing body, and (1) the ability of the City to impose its will on that organization or (2) the potential for the organization to provide specific benefits to, or impose specific financial burdens on the primary government. The City has no component units that meet the GASB criteria. B. Government -wide and Fund Financial Statements The government -wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the nonfiduciary activities of the City. For the most part, the effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business -type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Amounts reported as program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C. Measurement Focus, Basis of Accounting and Financial Statement Presentation The government -wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Property taxes, franchise taxes, licenses, and interest associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Only the portion of special assessments receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and available only when cash is received by the City. 41 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 1: Summary of Significant Accounting Policies (Continued) Revenue resulting from exchange transactions, in which each party gives and receives essentially equal value, is recorded on the accrual basis when the exchange takes place. On a modified accrual basis, revenue is recorded in the year in which the resources are measurable and become available. Non-exchange transactions, in which the City receives value without directly giving equal value in return, include property taxes, grants, entitlement and donations. On an accrual basis, revenue from property taxes is recognized in the year for which the tax is levied. Revenue from grants, entitlements and donations is recognized in the year in which all eligibility requirements have been satisfied. Eligibility requirements include timing requirements, which specify the year when the resources are required to be used or the year when use is first permitted, matching requirements, in which the City must provide local resources to be used for a specified purpose, and expenditure requirements, in which the resources are provided to the City on a reimbursement basis. On a modified accrual basis, revenue from non-exchange transactions must also be available before it can be recognized. Unearned revenue arises when assets are recognized before revenue recognition criteria have been satisfied. Grants and entitlements received before eligibility requirements are met are also recorded as unearned revenue. The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates. The City reports the following major governmental funds: The General fund is the City's primary operating fund. It accounts for all financial resources of the City, except those required to be accounted for in another fund. The Street Improvement fund accounts for the acquisition of capital assets or construction of major capital projects not being financed by proprietary funds. The TIF District No. 1-2 fund accounts for activity related to the tax increment financing district 1-2. The 2019A G.O. Improvement Bonds fund accounts for the resources accumulated and payments made for principal and interest on long-term general obligation debt of the fund. The City reports the following major proprietary funds: The Sewer fund accounts for the costs associated with the City's sanitary sewer system and to ensure that user charges are sufficient to pay for those costs. The Storm Sewer fund accounts for the costs of the City's storm sewer system, which are financed by the storm sewer surcharge, and to ensure that the user charges are sufficient to pay of those costs. As a general rule, the effect of interfund activity has been eliminated from government -wide financial statements. Exceptions to this general rule are charges between the City's sewer function and various other functions of the City. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund's principal ongoing operations. The principal operating revenues of the City's enterprise fund are charges to customers for sales and services. Operating expenses for enterprise funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. When both restricted and unrestricted resources are available for use, it is the City's policy to use restricted resources first, then unrestricted resources as they are needed. 42 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 1: Summary of Significant Accounting Policies (Continued) D. Assets, Deferred Outflows of Resources, Liabilities, Deferred Inflows of Resources and Net Position/Fund Balance Deposits and Investments The City's cash and cash equivalents are considered to be cash on hand, demand deposits and short-term investments with original maturities of three months or less from date of acquisition. The proprietary funds' portion in the government - wide cash and temporary investments pool is considered to be cash and cash equivalents for purposes of the statement of cash flows. Cash balances from all funds are pooled and invested, to the extent available, in certificates of deposit and other authorized investments. Earnings from such investments are allocated on the basis of applicable participation by each of the funds. The City may invest idle funds as authorized by Minnesota statutes, as follows: 1. Direct obligations or obligations guaranteed by the United States or its agencies. 2. Shares of investment companies registered under the Federal Investment Company Act of 1940 and received the highest credit rating, rated in one of the two highest rating categories by a statistical rating agency, and have a final maturity of thirteen months or less. 3. General obligations of a state or local government with taxing powers rated "A" or better; revenue obligations rated "AA" or better. 4. General obligations of the Minnesota Housing Finance Agency rated "A" or better 5. Obligation of a school district with an original maturity not exceeding 13 months and (i) rated in the highest category by a national bond rating service or (ii) enrolled in the credit enhancement program pursuant to statute section 126C.55. 6. Bankers' acceptances of United States banks eligible for purchase by the Federal Reserve System. 7. Commercial paper issued by United States banks corporations or their Canadian subsidiaries, of highest quality category by at least two nationally recognized rating agencies, and maturing in 270 days or less. 8. Repurchase or reverse repurchase agreements and securities lending agreements with financial institutions qualified as a "depository" by the government entity, with banks that are members of the Federal Reserve System with capitalization exceeding $10,000,000, a primary reporting dealer in U.S. government securities to the Federal Reserve Bank of New York, or certain Minnesota securities broker-dealers. 9. Guaranteed Investment Contracts (GIC's) issued or guaranteed by a United States commercial bank, a domestic branch of a foreign bank, a United States insurance company, or its Canadian subsidiary, whose similar debt obligations were rated in one of the top two rating categories by a nationally recognized rating agency. The City categorizes its fair value measurements within the fair value hierarchy established by generally accepted accounting principles. The hierarchy is based on the valuation inputs used to measure the fair value of the asset. Level 1 inputs are quoted prices in active markets for identical assets; Level 2 inputs are significant other observable inputs; Level 3 inputs are significant unobservable inputs. The City's recurring fair value measurements are listed in detail on page 50 and are valued using a matrix pricing model (Level 2 inputs). The City has the following recurring fair value measurements as of December 31, 2019: • Negotiable certificates of deposit of $1,310,547 are valued using a matrix pricing model (Level 2 inputs) 43 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 1: Summary of Significant Accounting Policies (Continued) The Minnesota Municipal Money Market Fund is regulated by Minnesota statutes and the Board of Directors of the League of Minnesota Cities and is an external investment pool not registered with the Securities Exchange Commission (SEC) that follows the regulatory rules of the SEC. In accordance with GASB Statement No. 79, the City's investment in this pool is valued at amortized cost, which approximates fair value. There are no restrictions or limitations on withdrawals from the 4M Liquid Asset Fund. Investments in the 4M Plus must be deposited for a minimum of 14 calendar days. Withdrawals prior to the 14 -day restriction period will be subject to a penalty equal to seven days interest on the amount withdrawn. Seven days' notice of redemption is required for withdrawals of investments in the 4M Term Series withdrawn prior to the maturity date of that series. A penalty could be assessed as necessary to recoup the Series for any charges, losses, and other costs attributable to the early redemption. Financial statements of the 4M Fund can be obtained by contracting RBC Global Management at 100 South Fifth Street, Suite 2300, Minneapolis, MN 55402-1240. Property Taxes The City Council annually adopts a tax levy in December and certifies it to the County for collection the following year. The County is responsible for collecting all property taxes for the City. These taxes attach an enforceable lien on taxable property within the City on January 1 and are payable by the property owners in two installments. The taxes are collected by the County Treasurer and tax settlements are made to the City during January, July and December each year. In the fund financial statements, taxes that remain unpaid at December 31 are classified as delinquent taxes receivable and are fully offset by deferred inflow of resources, because they are not known to be available to finance current expenditures. Delinquent taxes receivable include the past six years' uncollected taxes. The billings are considered past due 60 days after the respective tax billing date, at which time the applicable property is subject to lien, and penalties and interest are assessed.. Accounts Receivable Accounts receivable include amounts billed for services provided before year end. Unbilled utility enterprise fund receivables are also included for services provided in 2019. The City annually certifies delinquent sewer accounts to the County for collection in the following year. Therefore, there has been no allowance for doubtful accounts established. Special Assessments Special assessments represent the financing for public improvements paid for by benefiting property owners. These assessments are recorded as receivables upon certification to the County. In the fund financial statements, special assessments that remain unpaid at December 31 are classified as delinquent special assessments receivable. All governmental special assessments receivable are offset by a deferred inflow of resources in the fund financial statements. Interfund Receivables and Payables Activity between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either "due to/from other funds" (i.e., the current portion of interfund loans) or "advances to/from other funds" (i.e., the non-current portion of interfund loans). All other outstanding balances between funds are reported as "due to/from other funds." Any residual balances outstanding between the governmental activities and business -type activities are reported in the government -wide financial statements as "internal balances." Prepaid Items Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government -wide and fund financial statements. 44 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 1: Summary of Significant Accounting Policies (Continued) Assets Held for Resale Assets held for resale represent property purchased by the City with the intent to sell in order to increase tax base or to attract new businesses. These assets are stated at the lower of costs or net realizable value. During the year ended December 31, 2019, management has reviewed the cost value reported for these assets and has indicated the properties are fairly presented for financial reporting purposes. Capital Assets Capital assets, which include property, plant, equipment and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items) are reported in the applicable governmental or business -type activities columns in the government -wide financial statements. Capital assets are defined by the City as assets with an initial, individual cost of more than $5,000 (amount not rounded) and an estimated useful life in excess of two years. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at acquisition value at the date of donation. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business -type activities is included as part of the capitalized value of the assets constructed. In the case of initial capitalization of general infrastructure assets (i.e., those reported by governmental activities), the City chose to include items dating back to June 30, 1980. The City was able to estimate the historical cost for the initial reporting of these assets through backtrending (i.e., estimating the current replacement cost of the infrastructure to be capitalized and using an appropriate price -level index to deflate the cost to the acquisition year or estimated acquisition year). As the City constructs or acquires capital assets each period, including infrastructure assets, they are capitalized and reported at historical cost. The reported value excludes normal maintenance and repairs which are essentially amounts spent in relation to capital assets that do not increase the capacity or efficiency of the item or extend its useful life beyond the original estimate. Property, plant and equipment of the City are depreciated using the straight line method over the following estimated useful lives: Assets Useful Lives in Years Buildings and Improvements 7 - 40 Improvements other than Buildings 15 - 40 Machinery and Equipment 3 - 20 Infrastructure 25 - 50 Deferred Outflows of Resources In addition to assets, the statement of net position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. The City has only one item that qualifies for reporting in this category. Accordingly, the item, deferred pension resources, is reported only in the statements of net position. This item results from actuarial calculations and current year pension contributions made subsequent to the measurement date. 45 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 1: Summary of Significant Accounting Policies (Continued) Pensions For purposes of measuring the net pension liability, deferred outflows/inflows of resources, and pension expense, information about the fiduciary net position of the Public Employees Retirement Association (PERA) and additions to/deductions from PERA's fiduciary net position have been determined on the same basis as they are reported by PERA except that PERA's fiscal year end is June 30. For this purpose, plan contributions are recognized as of employer payroll paid dates and benefit payments and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. The General fund is typically used to liquidate the governmental net pension liability. The total pension expense for the for the year ended December 31, 2019 was $37,661. The components of pension expense are noted in the plan summaries in Note 4. Compensated Absences The City's policy allows for the carryover of unused vacation and sick leave to the next calendar year. Unused vacation and sick leave is accrued to the fund from which it is expected to be liquidated. Half of unused sick leave earned is payable upon separation from the City if the employee has been employed by the City for ten or more years. Three employees met the ten-year requirement at year end. The General fund is typically used to liquidate governmental compensated absences payable. Long-term Obligations In the government -wide financial statements, and proprietary fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business -type activities, or proprietary fund type statement of net position. The recognition of bond premiums and discounts are amortized over the life of the bonds using the straight-line method. Bonds payable are reported net of the applicable bond premium or discount. Bond issuance costs are reported as an expense in the period incurred. In the fund financial statements, governmental fund types recognized bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Deferred Inflows of Resources In addition to liabilities, the statement of financial position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The government has only one type of item, which arises only under a modified accrual basis of accounting that qualifies as needing to be reported in this category. Accordingly, the item, unavailable revenue, is reported only in the governmental funds balance sheet. The governmental funds report unavailable revenues from two sources: property taxes and special assessments. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. The City has an additional item which qualifies for reporting in this category. The item, deferred pension resources, is reported only in the statements of net position and results from actuarial calculations. 46 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 1: Summary of Significant Accounting Policies (Continued) Fund Balance In the fund financial statements, fund balance is divided into five classifications based primarily on the extent to which the City is bound to observe constraints imposed upon the use of resources reported in the governmental funds. These classifications are defined as follows: Nonspendable - Amounts that cannot be spent because they are not in spendable form, such as prepaid items. Restricted - Amounts related to externally imposed constraints established by creditors, grantors or contributors; or constraints imposed by state statutory provisions. Committed - Amounts constrained for specific purposes that are internally imposed by formal action (resolution) of the City Council, which is the City's highest level of decision-making authority. Committed amounts cannot be used for any other purpose unless the City Council modifies or rescinds the commitment by resolution. Assigned - Amounts constrained for specific purposes that are internally imposed. In governmental funds other than the General fund, assigned fund balance represents all remaining amounts that are not classified as nonspendable and are neither restricted nor committed. In the General fund, assigned amounts represent intended uses established by the City Council itself or by an official to which the governing body delegates the authority. The City Council has adopted a fund balance policy which delegates the authority to assign amounts for specific purposes to the City Administrator. Unassigned - The residual classification for the General fund and also negative residual amounts in other funds. The City considers restricted amounts to be spent first when both restricted and unrestricted fund balance is available. Additionally, the City would first use committed, then assigned, and lastly unassigned amounts of unrestricted fund balance when expenditures are made. The City has formally adopted a fund balance policy for the General fund. The City's policy is to maintain a minimum unassigned fund balance of an amount not less than 45 percent of budgeted expenditures of the General fund for cash- flow timing needs. Net Position In the government -wide financial statements, net position represents the difference between assets and deferred outflows of resources and liabilities and deferred inflows of resources. Net position is displayed in three components: a. Net investment in capital assets - Consists of capital assets, net of accumulated depreciation reduced by any outstanding debt attributable to acquire capital assets. b. Restricted net position - Consists of net position balances restricted when there are limitations imposed on their use through external restrictions imposed by creditors, grantors, laws or regulations of other governments. c. Unrestricted net position - All other net position balances that do not meet the definition of "restricted" or "net investment in capital assets". 47 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 2: Stewardship, Compliance, and Accountability A. Budgetary Information Annual budgets are adopted on a basis consistent with accounting principles generally accepted in the United States of America for the General fund and special revenue funds. All annual appropriations lapse at fiscal year-end. The City does not use encumbrance accounting. In early summer of each year, the City Administrator works with staff to prepare a draft budget that identifies spending priorities. The City Administrator presents to the Council in August for review and discussion. The preliminary levy is established by the Council in September. The City Council holds a public hearing and the final budget and levy is adopted in early December. The appropriated budget is prepared by fund, function, and department. The City's department heads may make transfers of appropriations within a department. Transfers of appropriations between departments require the approval of the City Administrator. The legal level of budgetary control (i.e., the level at which expenditures may not legally exceed appropriations) is the department level. Budgeted amounts are as originally adopted, or as amended by the City Council. There were no budget amendments in 2019. B. Excess of Expenditures Over Appropriations For the year ended December 31, 2019 expenditures exceeded appropriations in the following funds. Excess of Expenditures Over Fund Budget Actual Appropriations Communications $ 18,230 $ 18,804 $ 574 Recycling 61,846 62,040 194 The excess expenditures were funded by revenues in excess of expectations or available fund balance. 48 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 3: Detailed Notes on All Funds A. Deposits and Investments Deposits Custodial credit risk for deposits and investments is the risk that in the event of a bank failure, the City's deposits and investments may not be returned or the City will not be able to recover collateral securities in the possession of an outside party. In accordance with Minnesota statutes and as authorized by the City Council, the City maintains deposits at those depository banks, all of which are members of the Federal Reserve System. Minnesota statutes require that all City deposits be protected by insurance, surety bond or collateral. The market value of collateral pledged must equal 110 percent of the deposits not covered by insurance or bonds, with the exception of irrevocable standby letters of credit issued by Federal Home Loan Banks as this type of collateral only requires collateral pledged equal to 100 percent of the deposits not covered by insurance or bonds. Authorized collateral in lieu of a corporate surety bond includes: • United States government Treasury bills, Treasury notes, Treasury bonds; • Issues of United States government agencies and instrumentalities as quoted by a recognized industry quotation service available to the government entity; • General obligation securities of any state or local government with taxing powers which is rated "A" or better by a national bond rating service, or revenue obligation securities of any state or local government with taxing powers which is rated "AA" or better by a national bond rating service; • General obligation securities of a local government with taxing powers may be pledged as collateral against funds deposited by that same local government entity; • Irrevocable standby letters of credit issued by Federal Home Loan Banks to a municipality accompanied by written evidence that the bank's public debt is rated "AA" or better by Moody's Investors Service, Inc., or Standard & Poor's Corporation; and • Time deposits that are fully insured by any federal agency. Minnesota statutes require that all collateral shall be placed in safekeeping in a restricted account at a Federal Reserve Bank, or in an account at a trust department of a commercial bank or other financial institution that is not owned or controlled by the financial institution furnishing the collateral. The selection should be approved by the City. At year end, the City's carrying amount of deposits was $317,002 and the bank balance was $346,877. The bank balance was covered by federal depository insurance and collateralized with securities held by the pledging financial institution's trust department or agent in the City's name. 49 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 3: Detailed Notes on All Funds (Continued) Investments At year end, the City's investment balances were as follows: Credit Segmented Quality/ Time Fair Value Measurement Using Type of Investment Ratings (1) Distribution (2) Amount Level 1 Level 2 Level 3 Pooled Investments at Amortized Costs Broker Money Market N/A less than 6 months $ 113,619 4M Fund P1 less than 6 months 1,422,331 4M Plus Fund P1 less than 6 months 920,813 Non -pooled Investments at Fair Value Negotiable Certificates of Deposit N/A less than 1 year 800,960 $ Negotiable Certificates of Deposit N/A 1 to 5 Years 509,587 Total Investments - $ 800,960 $ 509,587 $ 3,767,310 $ - $ 1,310,547 $ (1) Ratings provided by Moody's credit rating agency. (2) Interest rate risk is disclosed using the segmented time distribution method. N/A Indicates not applicable or available. Investment Policy It is the policy of the City to invest public funds in a manner, which will provide the highest investment return with the maximum security while meeting the daily cash flow demands of the City in accordance with all Minnesota and local statutes governing the investment of public funds. The investments of the City are subject to the following risks: • Credit Risk. Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. Ratings are provided by various credit rating agencies and where applicable, indicate associated credit risk. Minnesota statutes and the City's investment policy limit the City's investments. • Custodial Credit Risk. The custodial credit risk for investments is the risk that, in the event of the failure of the counterparty to a transaction, a government will not be able to recover the value of investment or collateral securities that are in the possession of an outside party. The City's investment policy specifically addresses custodial credit risk by limiting the amount that the City may invest in any one financial institution. • Concentration of Credit Risk. The concentration of credit risk is the risk of loss attributed to the magnitude of a government's investment in a single issuer. The City's investment policy limits investments in any one investment company to a maximum of 60 percent of the investment portfolio or $2,000,000 (whichever) is less. • Interest Rate Risk. The interest rate risk is the risk that changes in interest rates will adversely affect the fair value of an investment. In accordance with its investment policy, the City manages its exposure to declines in fair values by limiting the maturity of its investment portfolio to less than ten years. 50 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 3: Detailed Notes on All Funds (Continued) Cash and Investments Summary A reconciliation of cash and temporary investments as shown on the statement of net position for the City follows: Carrying Amount of Deposits Investments Cash on Hand Total Cash and Temporary Investments B. Capital Assets Capital asset activity for the year ended December 31, 2019 was as follows: Governmental Activities Capital Assets not being Depreciated Land Construction in progress Total Capital Assets not being Depreciated Capital Assets, being Depreciated Buildings Improvements other than buildings Machinery and equipment Infrastructure Total Capital Assets being Depreciated Less Accumulated Depreciation for Buildings Improvements other than buildings Machinery and equipment Infrastructure Total Accumulated Depreciation Total Capital Assets being Depreciated, Net Governmental Activities Capital Assets, Net Beginning Balance Increases $ 411,347 $ - 1,736,980 411,347 1,736,980 241,031 282,535 315,840 5,710,565 6,549,971 (201,904) (198,355) (210,452) (1,644,197) (1,660) (17,132) (20,384) (114,211) (2,254,908) (153,387) 4,295,063 (153,387) Decreases Total Reporting Entity $ 317,002 3,767,310 400 $ 4,084,712 Ending Balance $ (89,307) $ 322,040 - 1,736,980 (89,307) 2,059,020 241,031 282,535 315,840 5,710,565 6,549,971 (203,564) (215,487) (230,836) (1,758,408) (2,408,295) 4,141,676 $ 4,706,410 $ 1,583,593 $ (89,307) $ 6,200,696 51 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 3: Detailed Notes on All Funds (Continued) Beginning Ending Balance Increases Decreases Balance Business -type Activities Capital Assets being Depreciated Infrastructure $ 2,190,470 $ $ - $ 2,190,470 Machinery and equipment 15,000 - 15,000 Total Capital Assets being Depreciated 2,205,470 2,205,470 Less Accumulated Depreciation for Infrastructure (494,032) (55,573) (549,605) Machinery and equipment (9,667) (1,000) (10,667) Total Accumulated Depreciation (503,699) (56,573) (560,272) Total Capital Assets Being Depreciated, Net 1,701,771 (56,573) 1,645,198 Business -type Activities Capital Assets, Net $ 1,701,771 $ (56,573) $ - $ 1,645,198 Depreciation expense was charged to functions/programs of the City as follows: Governmental Activities General government Public works Culture and recreation $ 3,003 125,616 24,768 Total Depreciation Expense - Governmental Activities $ 153,387 Business -type Activities Sewer $ 56,573 Construction Commitments The City has an active construction project as of December 31, 2019. The project include various street and road improvements. At year end the City's commitments with contractors are as follows: Project Spent Remaining to Date Commitment Project Name 2019 Infrastructure Improvements $ 2,056,433 $ 212,661 52 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 3: Detailed Notes on All Funds (Continued) C. Interfund Receivables, Payables and Transfers The City made transfer during the fiscal year 2019 as shown and described below: Fund Transfer In Other Governmental Funds Transfer Out General $ 38,000 Sewer 22,000 Storm Water 10,000 Total Transfers Out $ 70,000 Transfers were made for the following purposes: • $22,000 was transferred from the Sewer fund to the other governmental funds to fund capital improvements. • $10,000 was transferred from the Storm Water fund to the other governmental funds to fund capital improvements. • $38,000 was transferred from the General fund to the other governmental funds to fund capital purchases. D. Long-term Debt General Obligation Special Assessment Bonds The following bonds were issued to finance various capital improvements and will be repaid from special assessments levied on the properties benefiting from the improvements and from ad valorem tax levies. All special assessment debt is backed by the full faith and credit of the City. Each year the combined assessment and tax levy equals 105 percent of the amount required for debt service. The excess of 5 percent is to cover any delinquencies in tax or assessment payments. Description Authorized Interest Issue Maturity Balance at and Issued Rate Date Date Year End G.O. Improvement Bonds, Series 2019A $ 1,000,000 1.50 - 3.00 % 06/26/19 02/01/30 $ 1,000,000 53 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 3: Detailed Notes on All Funds (Continued) The annual service requirements to maturity for the general obligation special assessment bonds are as follows: Year Ending Governmental Activities December 31, Principal Interest 2020 2021 2022 2023 2024 2025 - 2029 2030 100,000 100,000 100,000 100,000 500,000 100,000 Total $ 23,865 $ 23,865 21,000 121,000 19,500 119,500 17,938 117,938 16,313 116,313 50,000 550,000 1,500 101,500 Total $ 1,000,000 $ 150,116 $ 1,150,116 General Obligation Tax Increment Bonds The following bonds were issued for redevelopment projects. The bonds will be repaid from future net revenues pledged from the additional tax increments resulting from increased tax capacity of the redevelopment properties in the Tax Increment District No. 1-2 or land sale proceeds. Description Authorized Interest Issue Maturity Balance at and Issued Rate Date Date Year End G.O. Tax Increment Revenue Bonds, Series 2018A $ 1,295,000 1.950 % 05/01/18 02/01/21 $ 1,295,000 Annual debt service requirements to maturity for general obligation tax increment bonds are as follows: Year Ending Governmental Activities December 31, Principal Interest Total 2020 2021 $ $ 25,253 $ 25,253 1,295,000 12,626 1,307,626 Total $ 1,295,000 $ 37,879 $ 1,332,879 54 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 3: Detailed Notes on All Funds (Continued) Changes in Long-term Liabilities Long-term liability activity for the year ended December 31, 2019, was as follows: Beginning Ending Due Within Balance Increases Decreases Balance One Year Governmental Activities Bonds payable G.O. improvement bonds $ - $ 1,000,000 $ - $ 1,000,000 $ G.O. tax increment bonds 1,295,000 - 1,295,000 Total bonds payable 1,295,000 1,000,000 2,295,000 Unamortized premium on bonds 23,332 (1,167) 22,165 Compensated Absences Payable 42,878 22,693 (23,689) 41,882 23,689 Governmental Activity Long-term Liabilities $ 1,337,878 $ 1,046,025 $ (24,856) $ 2,359,047 $ 23,689 Business -type Activities Compensated Absences Payable $ 11,959 $ 13,385 $ (12,672) $ 12,672 $ 12,672 55 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 3: Detailed Notes on All Funds (Continued) E. Components of Fund Balance At December 31, 2019, portions of the City's fund balance are not available for appropriation due to not being in spendable form (Nonspendable), legal restrictions (Restricted), City Council action (Committed), policy and/or intent (Assigned). The following is a summary of the components of fund balance: Fund Fund Balance - Nonspendable General Communications Total Fund Balance - Nonspendable Fund Balance - Restricted Transportation TIF District No. 1-2 2018A G.O. TIF Revenue Bonds 2019A G.O. Improvement Bonds Street maintenance Total fund balance - Restricted Fund Balance - Committed Communications Recycling Total Fund Balance - Committed Fund Balance - Assigned Capital improvement - streets General capital improvement Development Park improvement Total Fund Balance - Assigned Fund Balance - Unassigned General Purpose Amount Prepaid items Prepaid items $ 2,979 650 3,629 Traportation Improvements 74,018 Tax increments 1,190,546 Debt service 26,028 Debt service 101,597 Street maintenance 32,917 Cable access Recycling Street capital Capital purchases Development Park capital 1,425,106 15,980 93,117 109,097 415,006 157,831 390,545 276,841 1,240,223 789,359 Total Fund Balance $ 3,567,414 56 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 4: Defined Benefit Pension Plan - Statewide A. Plan Description The City participates in the following cost-sharing multiple -employer defined benefit pension plans administered by the Public Employees Retirement Association of Minnesota (PERA). PERA's defined benefit pension plans are established and administered in accordance with Minnesota statutes, chapters 353 and 356. PERA's defined benefit pension plans are tax qualified plans under Section 401(a) of the Internal Revenue Code. General Employees Retirement Plan (GERP) All full-time and certain part-time employees of the City, other than teachers, are covered by the General Employees Retirement Plan (GERP). GERP members belong to the Coordinated Plan. Coordinated Plan members are covered by Social Security and Basic Plan members are not. B. Benefits Provided PERA provides retirement, disability and death benefits. Benefit provisions are established by state statute and can only be modified by the state legislature. Vested, terminated employees who are entitled to benefits but are not receiving them yet are bound by the provisions in effect at the time they last terminated their public service. GERP Benefits GERP benefits are based on a member's highest average salary for any five successive years of allowable service, age, and years of credit at termination of service. Two methods are used to compute benefits for PERA's Coordinated Plan members. Members hired prior to July 1, 1989 receive the higher of Method 1 or Method 2 formulas. Only Method 2 is used for members hired after June 30, 1989. Under Method 1, the accrual rate for Coordinated members is 1.2 percent of average salary for each of the first 10 years of service and 1.7 percent of average salary for each additional year. Under Method 2, the accrual rate for Coordinated members is 1.7 percent for average salary for all years of service. For members hired prior to July 1, 1989 a full annuity is available when age plus years of service equal 90 and normal retirement age is 65. For members hired on or after July 1, 1989 normal retirement age is the age for unreduced Social Security benefits capped at 66. Annuities, disability benefits and survivor benefits are increased effective every January 1. Beginning January 1, 2019, the postretirement increase will be equal to 50 percent of the cost -of -living adjustment (COLA) announced by the SSA, with a minimum increase of at least 1 percent and a maximum of 1.5 percent. Recipients that have been receiving the annuity or benefit for at least a full year as of the June 30 before the effective date of the increase will receive the full increase. For recipients receiving the annuity or benefit for at least one month but less than a full year as of the June 30 before the effective date of the increase will receive a reduced prorated increase. For members retiring on January 1, 2024, or later, the increase will be delayed until normal retirement age (age 65 if hired prior to July 1, 1989, or age 66 for individuals hired on or after July 1, 1989). Members retiring under Rule of 90 are exempt from the delay to normal retirement. C. Contributions Minnesota statutes chapter 353 sets the rates for employer and employee contributions. Contribution rates can only be modified by the state Legislature. General Employees Fund Contributions Coordinated Plan members were required to contribute 6.50 percent of their annual covered salary in fiscal year 2019 and the City was required to contribute 7.50 percent for Coordinated Plan members. The City's contributions to the General Employees Fund for the year ending December 31, 2019, 2018 and 2017 were $29,770, $28,591 and $27,025 respectively. The City's contributions were equal to the required contributions for each year as set by state statute. 57 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 4: Defined Benefit Pension Plan - Statewide (Continued) D. Pension Costs General Employees Fund Pension Costs At December 31, 2019, the City reported a liability of $304,083 for its proportionate share of the General Employees Fund's net pension liability. The City's net pension liability reflected a reduction due to the State of Minnesota's contribution of $16 million to the fund in 2019. The State of Minnesota is considered a non -employer contributing entity and the state's contribution meets the definition of a special funding situation. The State of Minnesota's proportionate share of the net pension liability associated with the City totaled $9,500. The net pension liability was measured as of June 30, 2019, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The City's proportion of the net pension liability was based on the City's contributions received by PERA during the measurement period for employer payroll paid dates from July 1, 2018 through June 30, 2019relative to the total employer contributions received from all of PERA's participating employers. At June 30, 2019, the City's proportionate share was 0.0055 percent which was the same as its proportion measured as of June 30,2018. City's Proportionate Share of the Net Pension Liability State of Minnesota's Proportionate Share of the Net Pension Liability Associated with the City $ 304,083 9,500 Total $ 313,583 For the year ended December 31, 2019, the City recognized pension expense of $36,950 for its proportionate share of the General Employees Plan's pension expense. In addition, the City recognized an additional $711 as pension expense (and grant revenue) for its proportionate share of the State of Minnesota's contribution of $16 million to the General Employees Fund. At December 31, 2019, the City reported its proportionate share of the General Employees Plan's deferred outflows of resources and deferred inflows of resources, and its contributions subsequent to the measurement date, from the following sources: Differences between Expected and Actual Economic Experience Changes in Actuarial Assumptions Net Difference between Projected and Actual Earnings on Plan Investments Changes in Proportion Contributions paid to PERA subsequent to the Measurement Date Deferred Deferred Outflows Inflows of Resources of Resources $ 4,429 $ 15,663 11,742 19,600 4,573 6,438 14,873 Total $ 23,875 $ 53,443 58 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 4: Defined Benefit Pension Plan - Statewide (Continued) The $14,873 reported as deferred outflows of resources related to pensions resulting from the City's contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2020. Other amounts reported as deferred outflows and inflows of resources related to pensions will be recognized in pension expense as follows: 2020 $ (16,575) 2021 (22,270) 2022 (6,088) 2023 492 F. Actuarial Assumptions The total pension liability in the June 30, 2019 actuarial valuation was determined using an individual entry -age normal actuarial cost method and the following actuarial assumptions: Inflation 2.50% per year Active Member Payroll Growth 3.25% per year Investment Rate of Return 7.50% Salary increases were based on a service -related table. Mortality rates for active members, retirees, survivors and disabilitants were based on RP -2014 tables for males or females, as appropriate, with slight adjustments to fit PERA's experience. Cost of living benefit increases after retirement for retirees are assumed to be 1.25 percent per year for General Employees Plan and 1.0 percent per year for Police and Fire Plan. Actuarial assumptions used in the June 30, 2019 valuation were based on the results of actuarial experience studies. The most recent four-year experience study in the General Employees plan was completed in 2019. The most recent four- year experience study for the Police and Fire Plan was completed in 2016. Economic assumptions were updated in 2018 based on a review of inflation and investment return assumptions. The following changes in actuarial assumptions and plan provisions occurred in 2019: General Employees Fund Changes in Actuarial Assumptions • The mortality projection scale was changed from MP -2017 to MP -2018. Changes in Plan Provisions • The employer supplemental contribution was changed prospectively, decreasing from $31.0 million to $21.0 million per year. The state's special funding contribution was changed prospectively, requiring $16.0 million due per year through 2031. 59 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 4: Defined Benefit Pension Plan - Statewide (Continued) The State Board of Investment, which manages the investments of PERA, prepares an analysis of the reasonableness on a regular basis of the long-term expected rate of return using a building-block method in which best -estimate ranges of expected future rates of return are developed for each major asset class. These ranges are combined to produce an expected long-term rate of return by weighting the expected future rates of return by the target asset allocation percentages. The target allocation and best estimates of geometric real rates of return for each major asset class are summarized in the following table: Asset Class Domestic Equity Private Markets Fixed Income International Equity Cash Equivalents Long-term Target Expected Real Allocation Rate of Return 35.5 % 25.0 20.0 17.5 2.0 Total 100.00 % F. Discount Rate 5.10 % 5.30 0.75 5.90 The discount rate used to measure the total pension liability in 2019 was 7.50 percent. The projection of cash flows used to determine the discount rate assumed that contributions from plan members and employers will be made at rates set in Minnesota Statutes. Based on these assumptions, the fiduciary net position of the General Employees Fund was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. G. Pension Liability Sensitivity The following presents the City's proportionate share of the net pension liability for all plans it participates in, calculated using the discount rate disclosed in the preceding paragraph, as well as what the City's proportionate share of the net pension liability would be if it were calculated using a discount rate 1 percentage point lower or 1 percentage point higher than the current discount rate: General Employees Fund H. Pension Plan Fiduciary Net Position City Proportionate Share of NPL 1 Percent 1 Percent Decrease (6.50%) Current (7.50%) Increase (8.50%) $ 499,896 $ 304,081 $ 142,400 Detailed information about each pension plan's fiduciary net position is available in a separately -issued PERA financial report that includes financial statements and required supplementary information. That report may be obtained on the Internet at www.mnpera.orq. 60 City of Lauderdale, Minnesota Notes to the Financial Statements December 31, 2019 Note 5: Other Information A. Risk Management The City is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters for which the City carries commercial insurance. The City obtains insurance through participation in the League of Minnesota Cities Insurance Trust (LMCIT), which is a risk sharing pool with approximately 800 other governmental units. The City pays an annual premium to LMCIT for its workers compensation and property and casualty insurance. The LMCIT is self-sustaining through member premiums and will reinsure for claims above a prescribed dollar amount for each insurance event. Settled claims have not exceeded the City's coverage in any of the past three fiscal years. Liabilities are reported when it is probable that a loss has occurred and the amount of the loss can be reasonably estimated. An excess coverage insurance policy covers individual claims in excess of $1,000,000. Liabilities, if any, include an amount for claims that have been incurred but not reported (IBNRs). The City's management is not aware of any incurred but not reported claims. B. Legal Debt Margin The City's statutory debt limit is computed as 3.0 percent of the taxable market value of property within the City. Long- term debt issued and financed partially or entirely by special assessments, tax increments or the net revenues of enterprise fund operations is excluded from the debt limit computation. The City has no debt which is applied against the statutory debt limit. C. Concentrations The City receives a significant amount of its annual General fund revenue from the State of Minnesota from the Local Government Aid (LGA) program. The amount received in 2019 was $539,622 for LGA. This accounted for 36 percent of General fund revenue. D. Tax Increment Financing Districts The City's tax increment districts are subject to review by the State of Minnesota Office of the State Auditor (OSA). Any disallowed claims or misuse of tax increments could become a liability of the applicable fund. Management has indicated that they are not aware of any instances of noncompliance, which would have a material effect on the financial statements. Note 6: Conduit Debt Obligations Conduit debt obligations are certain limited -obligation revenue bonds or similar instruments issued for express purpose of providing capital financing for a specific third party. The City has issued revenue bonds to provide funding to private - sector entities for projects deemed to be in public interest. Although these bonds bear the name of the City, the City has no obligation for such debt. Accordingly, the bonds are not reported as liabilities in the financial statements of the City. As of December 31, 2019 the following issues were outstanding: Name Original Amount Balance Date of Issue of Issue Outstanding Catholic Eldercare 12/1/2014 $ 9,300,000 $ 7,725,226 Benedictine Health System 7/14/2016 10,000,000 9,467,297 Catholic Eldercare 11/7/2017 9,000,000 9,000,000 61 THIS PAGE IS LEFT BLANK INTENTIONALLY 62 REQUIRED SUPPLEMENTARY INFORMATION CITY OF LAUDERDALE LAUDERDALE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 63 City of Lauderdale, Minnesota Required Supplementary Information December 31, 2019 Schedule of Employer's Share of PERA Net Pension Liability - General Employees Fund Fiscal Year Ending City's Proportion of the Net Pension Liability City's Proportionate Share of the Net Pension Liability (a) State's Proportionate Share of the Net Pension Liability Associated with the City (b) City's Covered Total Payroll (a+b) (c) City's Proportionate Share of the Net Pension Liability as a Percentage of Covered Payroll ((a+b)/c) 06/30/19 06/30/18 06/30/17 06/30/16 06/30/15 0.0055 % $ 304,081 $ 0.0055 305,114 0.0057 363,882 0.0054 438,453 0.0054 279,856 9,500 9,738 4,555 5,757 $313,581 $389,732 314,852 371,496 368,437 365,590 444,210 335,413 279,856 318,761 80.5 % 82.1 99.5 130.7 87.8 Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 80.2 79.5 75.9 68.9 78.2 Note: Schedule is intended to show 10 -year trend. Additional years will be reported as they become available. Schedule of Employer's PERA Contributions - General Employees Fund Year Ending 12/31/19 12/31/18 12/31/17 12/31/16 12/31/15 Contributions in Relation to the Statutorily Statutorily Required Required Contribution Contribution (a) (b) $ 29,770 28,591 27,025 25,156 23,836 29,770 28,591 27,025 25,156 23,836 Contribution Deficiency (Excess) (a -b) City's Covered Payroll (c) 396,933 381,213 360,333 335,413 317,813 Contributions as a Percentage of Covered Payroll (b/c) Note: Schedule is intended to show 10 -year trend. Additional years will be reported as they become available. 64 7.5 % 7.5 7.5 7.5 7.5 City of Lauderdale, Minnesota Required Supplementary Information (Continued) December 31, 2019 Notes to the Required Supplementary Information - General Employees Fund Changes in Actuarial Assumptions 2019 - The mortality projection scale was changed from MP -2017 to MP -2018. 2018 - The morality projection scale was changed from MP -2015 to MP -2017. The assumed benefit increase was changed from 1.00 percent per year through 2044 and 2.50 percent per year thereafter to 1.25 percent per year. 2017 - The Combined Service Annuity (CSA) loads were changed from 0.8 percent for active members and 60 percent for vested and non -vested deferred members. The revised CSA loads are now 0.0 percent for active member liability, 15.0 percent for vested deferred member liability and 3.0 percent for non -vested deferred member liability. The assumed post- retirement benefit increase rate was changed from 1.0 percent per year for all years to 1.0 percent per year through 2044 and 2.5 percent per year thereafter. 2016 - The assumed post-retirement benefit increase rate was changed from 1.0 percent per year through 2035 and 2.5 percent per year thereafter to 1.0 percent per year for all future years. The assumed investment return was changed from 7.9 percent to 7.5 percent. The single discount rate was changed from 7.9 percent to 7.5 percent. Other assumptions were changed pursuant to the experience study dated June 30, 2015. The assumed future salary increases, payroll growth and inflation were decreased by 0.25 percent to 3.25 percent for payroll growth and 2.50 percent for inflation. 2015 - The assumed post-retirement benefit increase rate was changed from 1.0 percent per year through 2030 and 2.5 percent per year thereafter to 1.0 percent per year through 2035 and 2.5 percent per year thereafter. Changes in Plan Provisions 2019 - The employer supplemental contribution was changed prospectively, decreasing from $31.0 million to $21.0 million per year. The state's special funding contribution was changed prospectively, requiring $16.0 million due per year through 2031. 2018 - The augmentation adjustment in early retirement factors is eliminated over a five-year period starting July 1, 2019, resulting in actuarial equivalence after June 30, 2024. Interest credited on member contributions decreased from 4.00 percent to 3.00 percent, beginning July 1, 2018. Deferred augmentation was changed to 0.00 percent, effective January 1, 2019. Augmentation that has already accrued for deferred members will still apply. Contribution stabilizer provisions were repealed. Postretirement benefit increases were changed from 1.00 percent per year with a provision to increase to 2.50 percent upon attainment of 90.00 percent funding ratio to 50.00 percent of the Social Security Cost of Living Adjustment, not less than 1.00 percent and not more than 1.50 percent, beginning January 1, 2019. For retirements on or after January 1, 2024, the first benefit increase is delayed until the retiree reaches normal retirement age; does not apply to Rule of 90 retirees, disability benefit recipients, or survivors. Actuarial equivalent factors were updated to reflect revised mortality and interest assumptions. 2017 - The State's contribution for the Minneapolis Employees Retirement Fund equals $16,000,000 in 2017 and 2018, and $6,000,000 thereafter. The Employer Supplemental Contribution for the Minneapolis Employees Retirement Fund changed from $21,000,000 to $31,000,000 in calendar years 2019 to 2031. The state's contribution changed from $16,000,000 to $6,000,000 in calendar years 2019 to 2031. 2015 - On January 1, 2015, the Minneapolis Employees Retirement Fund was merged into the General Employees Fund, which increased the total pension liability by $1.1 billion and increased the fiduciary plan net position by $892 million. Upon consolidation, state and employer contributions were revised. 65 THIS PAGE IS LEFT BLANK INTENTIONALLY 66 COMBINING AND INDIVIDUAL FUND FINANCIAL STATEMENTS AND SCHEDULES CITY OF LAUDERDALE LAUDERDALE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 67 City of Lauderdale, Minnesota Nonmajor Governmental Funds Combining Balance Sheet December 31, 2019 Debt Service 2018A Special G.O. TIF Capital Revenue Revenue Bonds Projects Total Assets Cash and temporary investments $ 109,055 $ 26,028 $ 825,217 $ 960,300 Receivables Accounts 4,541 - - 4,541 Special assessments 40,374 - - 40,374 Prepaid items 650 - - 650 Total Assets $ 154,620 $ 26,028 $ 825,217 $ 1,005,865 Liabilities Accounts payable $ 4,893 $ Salaries payable 331 Total Liabilities 5,224 Deferred Inflows of Resources Unavailable revenue - special assessments $ 4,893 331 5,224 39,649 - 39,649 Fund Balances Nonspendable 650 - 650 Restricted - 26,028 26,028 Committed 109,097 - - 109,097 Assigned - - 825,217 825,217 Total Fund Balances 109,747 26,028 825,217 960,992 Total Liabilities, Deferred Inflows of Resources and Fund Balances $ 154,620 $ 26,028 $ 825,217 $ 1,005,865 68 City of Lauderdale, Minnesota Nonmajor Governmental Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended December 31, 2019 Debt Service Total 2018A Nonmajor Special G.O. TIF Capital Governmental Revenue Revenue Bonds Projects Funds Revenues Taxes Franchise fees $ 18,119 $ $ $ 18,119 Intergovernmental 5,742 - - 5,742 Charges for services 46,256 - 46,256 Interest on investments 2,161 632 15,016 17,809 Total Revenues 72,278 632 15,016 87,926 Expenditures Current Public works Sanitation and recycling Culture and recreation Capital outlay Economic development Debt service Interest and other Total Expenditures Excess (Deficiency) of Revenues Under (Over) Expenditures Other Financing Sources Transfers in Gain on sale of land held for resale Total Other Financing Source Net Change in Fund Balances Fund Balances, January 1 Fund Balances, December 31 62,040 18,804 1,232 115 2,260 1,232 62,155 18,804 2,260 32,041 32,041 80,844 32,041 (8,566) (31,409) (8,566) (31,409) 3,607 116,492 11,409 (28,566) 70,000 70,000 10,412 10,412 80,412 80,412 91,821 51,846 118,313 57,437 733,396 909,146 $ 109,747 $ 26,028 $ 825,217 $ 960,992 69 City of Lauderdale, Minnesota Nonmajor Special Revenue Funds Combining Balance Sheet December 31, 2019 226 227 Communications Recycling Total Assets Cash and temporary investments $ 13,010 $ 96,045 $ 109,055 Receivables Accounts 4,541 4,541 Special assessments 40,374 40,374 Prepaid items 650 650 Total Assets $ 18,201 $ 136,419 $ 154,620 Liabilities Accounts payable $ 1,478 $ 3,415 $ 4,893 Salaries payable 93 238 331 Total Liabilities 1,571 3,653 5,224 Deferred Inflows of Resources Unavailable revenue - special assessments 39,649 39,649 Fund Balances Nonspendable 650 650 Committed 15,980 93,117 109,097 Total Fund Balances 16,630 93,117 109,747 Total Liabilities, Deferred Inflows of Resources and Fund Balances $ 18,201 $ 136,419 $ 154,620 70 City of Lauderdale, Minnesota Nonmajor Special Revenue Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended December 31, 2019 226 227 Communications Recycling Total Revenues Taxes Franchise fees $ 18,119 $ $ 18,119 Intergovernmental 5,742 5,742 Charges for services - 46,256 46,256 Interest on investments 298 1,863 2,161 Total Revenues 18,417 53,861 72,278 Expenditures Current Sanitation and recycling Personal services 26,532 26,532 Other services and charges - 35,508 35,508 Culture and recreation Personal services 9,706 9,706 Other services and charges 9,098 9,098 Total Expenditures 18,804 62,040 80,844 Net Change in Fund Balances (387) (8,179) (8,566) Fund Balances, January 1 17,017 101,296 118,313 Fund Balances, December 31 $ 16,630 $ 93,117 $ 109,747 71 City of Lauderdale, Minnesota Communications Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Year Ended December 31, 2019 (With Comparative Actual Amounts for the Year Ended December 31, 2018) 2019 2018 Final Actual Variance with Actual Budget Amounts Final Budget Amounts Revenues Taxes Franchise fees $ 20,000 $ 18,119 $ (1,881) $ 19,426 Interest on investments 40 298 258 214 Total Revenues 20,040 18,417 (1,623) 19,640 Expenditures Current Culture and recreation Personal services 9,530 9,706 (176) 9,228 Other services and charges 8,700 9,098 (398) 7,978 Total Expenditures 18,230 18,804 (574) 17,206 Net Change in Fund Balances 1,810 (387) (2,197) 2,434 Fund Balances, January 1 17,017 17,017 14,583 Fund Balances, December 31 $ 18,827 $ 16,630 $ (2,197) $ 17,017 72 City of Lauderdale, Minnesota Recycling Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Year Ended December 31, 2019 (With Comparative Actual Amounts for the Year Ended December 31, 2018) 2019 2018 Final Actual Variance with Actual Budget Amounts Final Budget Amounts Revenues Intergovernmental County $ 6,000 $ 5,742 $ (258) $ 5,832 Charges for services Sanitation 45,460 46,256 796 43,044 Interest on investments 1,000 1,863 863 1,524 Total Revenues 52,460 53,861 1,401 50,400 Expenditures Current Sanitation and recycling Personal services 22,996 26,532 (3,536) 22,550 Other services and charges 38,850 35,508 3,342 30,429 Total Expenditures 61,846 62,040 (194) 52,979 Net Change in Fund Balances Fund Balances, January 1 Fund Balances, December 31 (9,386) (8,179) 1,207 (2,579) 101,296 101,296 - 103,875 $ 91,910 $ 93,117 $ 1,207 $ 101,296 73 Assets Cash and temporary investments City of Lauderdale, Minnesota Nonmajor Capital Projects Funds Combining Balance Sheet December 31, 2019 404 414 415 401 General Park Housing Capital Improvement Development Redevelopment Improvement Total $ 276,841 $ 390,545 $ - $ 157,831 $ 825,217 Fund Balances Assigned $ 276,841 $ 390,545 $ - $ 157,831 $ 825,217 74 City of Lauderdale, Minnesota Nonmajor Capital Projects Funds Combining Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended December 31, 2019 Revenues Interest on investments Expenditures Current Public works Sanitation and recycling Capital outlay Economic development Total Expenditures 404 414 415 401 General Park Housing Capital Improvement Development Redevelopment Improvement Total $ 5,580 $ 6,705 $ - $ 2,731 $ 15,016 1,232 - - - 1,232 115 115 1,232 2,260 2,260 115 2,260 3,607 Excess (Deficiency) Of Revenues Over (Under) Expenditures 4,348 4,445 (115) 2,731 11,409 Other Financing Sources Transfers in - 38,000 - 32,000 70,000 Gain on sale of land held for resale - 10,412 - 10,412 Total Other Financing Sources - 38,000 10,412 32,000 80,412 Net Change in Fund Balances 4,348 42,445 10,297 34,731 91,821 Fund Balances, January 1 272,493 348,100 (10,297) 123,100 733,396 Fund Balances, December 31 $ 276,841 $ 390,545 $ - $ 157,831 $ 825,217 75 THIS PAGE IS LEFT BLANK INTENTIONALLY 76 City of Lauderdale, Minnesota General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances Budget and Actual (Continued on the Following Pages) For the Year Ended December 31, 2019 (With Comparative Actual Amounts for the Year Ended December 31, 2018) Revenues Taxes Property taxes Licenses and permits Business Nonbusiness Total licenses and permits 2019 2018 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts $ 810,104 $ 810,104 $ 813,079 $ 2,975 $ 762,857 3,750 3,750 4,250 500 32,100 32,100 38,525 6,425 35,850 35,850 42,775 6,925 4,625 39,834 44,459 Intergovernmental State Local government aid 539,622 539,622 539,622 539,562 Other state grants 1,198 1,198 1,198 - 1,198 Total intergovernmental 540,820 540,820 540,820 540,760 Charges for services General government 10,500 10,500 15,295 4,795 15,267 Public safety 600 600 1,210 610 1,833 Culture and recreation 700 700 700 1,531 Total charges for services 11,800 11,800 17,205 5,405 18,631 Fines and forfeitures 30,000 30,000 29,977 (23) 25,488 Special assessments - 2,303 2,303 3,914 Interest on investments 6,000 6,000 30,295 24,295 267 Miscellaneous Contributions and donations 2,500 2,500 2,159 (341) 2,382 Other 1,500 1,500 2,994 1,494 4,229 Total miscellaneous 4,000 4,000 5,153 1,153 6,611 Total Revenues 1,438,574 1,438,574 1,481,607 43,033 1,402,987 77 City of Lauderdale, Minnesota General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances Budget and Actual (Continued) For the Year Ended December 31, 2019 (With Comparative Actual Amounts for the Year Ended December 31, 2018) 2019 2018 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures Current General government Legislative and executive Personal services $ 17,802 $ 17,802 $ 17,807 $ (5) $ 17,802 Supplies 250 250 - 250 138 Other services and charges 9,750 9,750 8,473 1,277 7,125 Total legislative and executive 27,802 27,802 26,280 1,522 25,065 Administration Personal services 169,102 169,102 171,852 (2,750) 168,318 Supplies 7,500 7,500 7,502 (2) 4,716 Other services and charges 43,000 43,000 35,975 7,025 35,088 Total administration 219,602 219,602 215,329 4,273 208,122 Election, audit, and legal fees Personal services 15,157 15,157 15,358 (201) 18,448 Supplies 2,800 2,800 2,703 97 2,848 Other services and charges 42,500 42,500 48,907 (6,407) 49,045 Total election, audit, and legal fees 60,457 60,457 66,968 (6,511) 70,341 Planning and zoning Personal services 20,738 20,738 21,176 (438) 32,553 Supplies 1,500 1,500 1,128 372 1,336 Other services and charges 45,300 45,300 39,746 5,554 62,488 Total planning and zoning 67,538 67,538 62,050 5,488 96,377 Total general government 375,399 375,399 370,627 4,772 399,905 Public safety Police Other services and charges 729,011 729,011 729,063 (52) 709,240 Fire Other services and charges 35,300 Building inspections Personal services Other services and charges Total building inspections 42,312 5,100 47,412 Total public safety 811,723 35,300 42,207 42,312 45,080 5,100 6,310 47,412 51,390 811,723 822,660 78 (6,907) 33,519 (2,768) 25,619 (1,210) 5,475 (3,978) 31,094 (10,937) 773,853 City of Lauderdale, Minnesota General Fund Schedule of Revenues, Expenditures and Changes in Fund Balances Budget and Actual (Continued) For the Year Ended December 31, 2019 (With Comparative Actual Amounts for the Year Ended December 31, 2018) 2019 2018 Budgeted Amounts Actual Variance with Actual Original Final Amounts Final Budget Amounts Expenditures (Continued) Current (continued) Public works Streets and highways Personal services $ 50,230 $ 50,230 $ 52,017 $ (1,787) $ 54,655 Supplies 4,850 4,850 4,609 241 5,178 Other services and charges 38,550 38,550 48,769 (10,219) 61,132 Total streets and highways 93,630 93,630 105,395 (11,765) 120,965 Street lighting Other services and charges 7,000 7,000 6,124 876 5,756 Total public works 100,630 100,630 111,519 (10,889) 126,721 Culture and recreation Parks and recreation Personal services 82,522 82,522 81,559 963 76,701 Supplies 500 500 1,029 (529) 688 Other services and charges 9,800 9,800 9,858 (58) 10,786 Total culture and recreation 92,822 92,822 92,446 376 88,175 Economic development Other services and charges 20,000 Total Expenditures 1,400,574 Excess of Revenues Over Expenditures 38,000 20,000 1,225 1,400,574 1,398,477 38,000 83,130 18,775 7,710 2,097 1,396,364 45,130 6,623 Other Financing Sources (Uses) Transfers in - - - 4,005 Transfers out (38,000) (38,000) (38,000) - (38,000) Total Other Financing Sources (Uses) (38,000) (38,000) (38,000) - (33,995) Net Change in Fund Balances - 45,130 45,130 (27,372) Fund Balances, January 1 747,208 747,208 747,208 - 774,580 Fund Balances, December 31 $ 747,208 $ 747,208 $ 792,338 $ 45,130 $ 747,208 79 City of Lauderdale, Minnesota Summary Financial Report Revenues and Expenditures For General Operations Governmental Funds For the Years Ended December 31, 2019 and 2018 Percent Total Increase 2019 2018 (Decrease) Revenues Taxes $ 831,198 $ 782,283 6.25 % Licenses and permits 42,775 44,459 (3.79) Intergovernmental 546,562 563,039 (2.93) Charges for services 63,461 61,675 2.90 Fines and forfeitures 29,977 25,488 17.61 Special assessments 90,433 3,914 2,210.50 Interest on investments 73,592 22,007 234.40 Miscellaneous 758,485 924,187 (17.93) Total Revenues $ 2,436,483 $ 2,427,052 0.39 Per Capita $ 1,012 $ 1,000 1.14 % Expenditures Current General government $ 370,627 $ 399,905 (7.32) % Public safety 822,660 773,853 6.31 Public works 112,751 126,721 (11.02) Sanitation and recycling 62,155 52,979 17.32 Economic development 1,225 7,710 (84.11) Culture and recreation 111,250 105,381 5.57 Capital outlay 2,503,954 131,649 1,801.99 Debt service Interest and bond issuance costs 67,791 36,015 88.23 Total Expenditures Per Capita $ 4,052,413 $ 1,634,213 147.97 % $ 1,683 $ 674 149.83 % Total Long-term Indebtedness $ 2,317,165 $ 1,295,000 N/A Per Capita 962 534 N/A General Fund Balance - December 31 $ 792,338 $ 747,208 6.04 % Per Capita 329 308 6.83 The purpose of this report is to provide a summary of financial information concerning the City of Lauderdale to interested citizens. The complete financial statements may be examined at City Hall, 1891 Walnut Street, Lauderdale, MN 55113. Questions about this report should be directed to Heather Butkowski, City Administrator at (651)792-7650. 80 OTHER REQUIRED REPORT CITY OF LAUDERDALE LAUDERDALE, MINNESOTA FOR THE YEAR ENDED DECEMBER 31, 2019 81 THIS PAGE IS LEFT BLANK INTENTIONALLY 82 ABDO SICK & MEYERS Certified Public Accountants d Consultants INDEPENDENT AUDITOR'S REPORT ON MINNESOTA LEGAL COMPLIANCE Honorable Mayor and City Council City of Lauderdale, Minnesota We have audited, in accordance with auditing standards generally accepted in the United States of America, the financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of City of Lauderdale, Minnesota (the City) as of and for the year ended December 31, 2019, and the related notes to the financial statements, which collectively comprise the City's basic financial statements, and have issued our report thereon dated March 13, 2020. The Minnesota Legal Compliance Audit Guide for Cities, promulgated by the State Auditor pursuant to Minnesota statute §6.65, contains seven categories of compliance to be tested: contracting and bidding, deposits and investments, conflicts of interest, public indebtedness, claims and disbursements, miscellaneous provisions, and tax increment financing. Our audit considered all of the listed categories. In connection with our audit, nothing came to our attention that caused us to believe that the City failed to comply with the provisions of the Minnesota Legal Compliance Audit Guide for Cities. However, our audit was not directed primarily toward procedures, other matters may have come to our attention regarding the City's noncompliance with the above referenced provisions. Accordingly, had we performed additional procedures, other matters may have come to our attention regarding the City's noncompliance with the above referenced provisions. This report is intended solely for the information and use of those charged with governance and management of the City of Lauderdale and the State Auditor and is not intended to be, and should not be, used by anyone other than these specified parties. ia4tivioto ABDO, EICK & MEYERS, LLP Minneapolis, Minnesota March 13, 2020 5201 Eden Avenue, Suite 250 Edina, MN 55436 952.835.9090 I Fax 952.835.3261 83 Management Communication City of Lauderdale Lauderdale, Minnesota For the Year Ended December 31, 2019 ABDO EICK & _ E 1 ERS LLP Ceritf ed Pu&ltc Accountants fi (. msultant.s People +Process. Goin; Beyond the Mud ers ABDO EICK� & MEYERS E W LLP Certified Public Accountants d Consultants Management, Honorable Mayor and City Council City of Lauderdale, Minnesota March 13, 2020 We have audited the financial statements of the governmental activities, the business -type activities, each major fund and the aggregate remaining fund information of the City of Lauderdale, Minnesota (the City) for the year ended December 31, 2019 and have issued out report thereon dated March 13, 2020. Professional standards require that we provide you with information about our responsibilities under generally accepted auditing standards as well as certain information related to the planned scope and timing of our audit. We have communicated such information in our letter dated October 15, 2019. Professional standards also require that we communicate to you the following information related to our audit. Our Responsibility Under Auditing Standards Generally Accepted in the United States of America As stated in our engagement letter, our responsibility, as described by professional standards, is to plan and perform our audit to obtain reasonable, but not absolute, assurance that the financial statements are free of material misstatement and are fairly presented in accordance with accounting principles generally accepted in the United States of America. Because an audit is designed to provide reasonably, but not absolute, assurance and because we did not perform a detailed examination of all transactions, there is a risk that material errors, fraud, or illegal acts may exist and not be detected by us. Our responsibility is to plan and perform the audit to obtain reasonable, but not absolute, assurance that the financial statements are free of material misstatement. As part of our audit, we considered the internal control over financial reporting of the City. Such considerations were solely for the purpose of determining our audit procedures and not to provide any assurance concerning such internal control over financial reporting. We are responsible for communicating significant matters related to the audit that are, in our professional judgment, relevant to your responsibilities in overseeing the financial reporting process. However, we are not required to design procedures specifically to identify such matters. Significant Audit Findings In planning and performing our audit of the financial statements, we considered the City's internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control. Accordingly, we do not express an opinion on the effectiveness of the City's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. 5201 Eden Avenue, Suite 250 Edina, MN 55436 952.835.9090 1 Fax 952.835.3261 2 Compliance and Other Matters As part of obtaining reasonable assurance about whether the financial statements are free of material misstatement, we performed tests of compliance with certain provisions of laws, regulations, contracts and grants. However, the objective of our tests was not to provide an opinion on compliance with such provisions. While our audit provides a reasonable basis for our opinion, it does not provide a legal determination on the City's compliance with those requirements. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported in accordance with Minnesota statutes. Qualitative Aspects of Accounting Practices Management is responsible for the selection and use of appropriate accounting policies. The significant accounting policies used by the City are described in Note 1 to the financial statements. No new accounting policies were adopted and the application of existing policies were not changed during the year ended December 31, 2019. We noted no transactions entered into by the City during the year for which there is a lack of authoritative guidance or consensus. All significant transactions have been recognized in the financial statements in the proper period. Accounting estimates are an integral part of the financial statements prepared by management and are based on management's knowledge and experience about past and current events and assumption about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting the City may differ significantly from those expected. The most sensitive estimates made relate to estimated historical costs of capital assets, depreciation on capital assets, and the liability for the City's pensions. • Management's estimate of its pension liability is based on several factors including, but not limited to, anticipated investment return rate, retirement age for active employees, life expectancy, salary increases and form of annuity payment upon retirement. • Management's estimate of depreciation is based on estimated useful lives of the assets. We evaluated the key factors and assumptions used to develop depreciation in determining that it is reasonable in relation to the financial statements taken as a whole. The disclosures in the financial statements are neutral, consistent, and clear. Certain financial statement disclosures are particularly sensitive because of their significance to financial statement users. Difficulties Encountered in Performing the Audit We encountered no significant difficulties in dealing with management in performing and completing our audit. Corrected and Uncorrected Misstatements Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are clearly trivial, and communicate them to the appropriate level of management. In addition, none of the misstatements detected as a result of audit procedures and corrected by management were material, either individually or in the aggregate, to each opinion unit's financial statements taken as a whole. Disagreements with Management For purposes of this letter, professional standards define a disagreement with management as a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor's report. We are pleased to report that no such disagreements arose during the course of our audit. Peo1)Ie + 1'roc(SS. Going I3('\ ucl pit 3 Management Representations We have requested certain representations from management that are included in the management representation letter dated March 13, 2020. Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a "second opinion" on certain situations. If a consultation involves application of an accounting principle to the governmental unit's financial statements or a determination of the type of auditor's opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. Other Audit Findings or Issues We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the City's auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. Other Matters We applied certain limited procedures to the required supplementary information (RSI) (Management's Discussion and Analysis, the Schedules of Employer's Share of the Net Pension Liability, the Schedules of Employer's Contributions, and the Schedule of Changes in Net Pension Liability and Related Ratios), which is information that supplements the basic financial statements. Our procedures consisted of inquiries of management regarding the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We did not audit the RSI and do not express an opinion or provide any assurance on the RSI. We were engaged to report on the supplementary information (combining and individual fund financial statements and schedules), which accompany the financial statements but are not RSI. With respect to this supplementary information, we made certain inquiries of management and evaluated the form, content, and methods of preparing the information to determine that the information complies with accounting principles generally accepted in the United States of America, the method of preparing it has not changed from the prior period, and the information is appropriate and complete in relation to our audit of the financial statements. We compared and reconciled the supplementary information to the underlying accounting records used to prepare the financial statements or to the financial statements themselves. We were not engaged to report on the introductory section which accompany the financial statements but is not RSI. We did not audit or perform other procedures on this other information and we do not express an opinion or provide any assurance on it. 4 People + Process (;oing le�onclo„. \withers Future Accounting Standard Changes The following Governmental Accounting Standards Board (GASB) Statements have been issued and may have an impact on future City financial statements: (1) GASB Statement No. 87 - Leases Summary The objective of this Statement is to better meet the information needs of financial statement users by improving accounting and financial reporting for leases by governments. This Statement increases the usefulness of governments' financial statements by requiring recognition of certain lease assets and liabilities for leases that previously were classified as operating leases and recognized as inflows of resources or outflows of resources based on the payment provisions of the contract. It establishes a single model for lease accounting based on the foundational principle that leases are financings of the right to use an underlying asset. Under this Statement, a lessee is required to recognize a lease liability and an intangible right -to -use lease asset, and a lessor is required to recognize a lease receivable and a deferred inflow of resources, thereby enhancing the relevance and consistency of information about governments' leasing activities. Effective Date and Transition The requirements of this Statement are effective for reporting periods beginning after December 15, 2019. Earlier application is encouraged. Leases should be recognized and measured using the facts and circumstances that exist at the beginning of the period of implementation (or, if applied to earlier periods, the beginning of the earliest period restated). However, lessors should not restate the assets underlying their existing sales -type or direct financing leases. Any residual assets for those leases become the carrying values of the underlying assets. How the Changes in This Statement Will Improve Accounting and Financial Reporting This Statement will increase the usefulness of governments' financial statements by requiring reporting of certain lease liabilities that currently are not reported. It will enhance comparability of financial statements among governments by requiring lessees and lessors to report leases under a single model. This Statement also will enhance the decision - usefulness of the information provided to financial statement users by requiring notes to financial statements related to the timing, significance, and purpose of a government's leasing arrangements. GASB Statement No. 89 - Accounting for Interest Cost Incurred before the End of a Construction Period Summary The objectives of this Statement are (1) to enhance the relevance and comparability of information about capital assets and the cost of borrowing for a reporting period and (2) to simplify accounting for interest cost incurred before the end of a construction period. This Statement establishes accounting requirements for interest cost incurred before the end of a construction period. Such interest cost includes all interest that previously was accounted for in accordance with the requirements of paragraphs 5-22 of Statement No. 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre - November 30, 1989 FASB and AICPA Pronouncements, which are superseded by this Statement. This Statement requires that interest cost incurred before the end of a construction period be recognized as an expense in the period in which the cost is incurred for financial statements prepared using the economic resources measurement focus. As a result, interest cost incurred before the end of a construction period will not be included in the historical cost of a capital asset reported in a business -type activity or enterprise fund. This Statement also reiterates that in financial statements prepared using the current financial resources measurement focus, interest cost incurred before the end of a construction period should be recognized as an expenditure on a basis consistent with governmental fund accounting principles. 5 + Process, Going 13evont1 ih,. Future Accounting Standard Changes (Continued) Effective Date and Transition The requirements of this Statement are effective for reporting periods beginning after December 15, 2019. Earlier application is encouraged. The requirements of this Statement should be applied prospectively. How the Changes in This Statement Will Improve Accounting and Financial Reporting The requirements of this Statement will improve financial reporting by providing users of financial statements with more relevant information about capital assets and the cost of borrowing for a reporting period. The resulting information also will enhance the comparability of information about capital assets and the cost of borrowing for a reporting period for both governmental activities and business -type activities. GASB Statement No. 91 - Conduit Debt Obligations Summary The primary objectives of this Statement are to provide a single method of reporting conduit debt obligations by issuers and eliminate diversity in practice associated with (1) commitments extended by issuers, (2) arrangements associated with conduit debt obligations, and (3) related note disclosures. This Statement achieves those objectives by clarifying the existing definition of a conduit debt obligation; establishing that a conduit debt obligation is not a liability of the issuer; establishing standards for accounting and financial reporting of additional commitments and voluntary commitments extended by issuers and arrangements associated with conduit debt obligations; and improving required note disclosures. All conduit debt obligations involve the issuer making a limited commitment. Some issuers extend additional commitments or voluntary commitments to support debt service in the event the third party is, or will be, unable to do so. An issuer should not recognize a conduit debt obligation as a liability. However, an issuer should recognize a liability associated with an additional commitment or a voluntary commitment to support debt service if certain recognition criteria are met. As long as a conduit debt obligation is outstanding, an issuer that has made an additional commitment should evaluate at least annually whether those criteria are met. An issuer that has made only a limited commitment should evaluate whether those criteria are met when an event occurs that causes the issuer to reevaluate its willingness or ability to support the obligor's debt service through a voluntary commitment. This Statement also addresses arrangements—often characterized as leases—that are associated with conduit debt obligations. In those arrangements, capital assets are constructed or acquired with the proceeds of a conduit debt obligation and used by third -party obligors in the course of their activities. Payments from third -party obligors are intended to cover and coincide with debt service payments. During those arrangements, issuers retain the titles to the capital assets. Those titles may or may not pass to the obligors at the end of the arrangements. This Statement requires issuers to disclose general information about their conduit debt obligations, organized by type of commitment, including the aggregate outstanding principal amount of the issuers' conduit debt obligations and a description of each type of commitment. Issuers that recognize liabilities related to supporting the debt service of conduit debt obligations also should disclose information about the amount recognized and how the liabilities changed during the reporting period. Effective Date and Transition The requirements of this Statement are effective for reporting periods beginning after December 15, 2020. Earlier application is encouraged. 6 People + 1)roccss. Going Ii('\i►ucllin. \withe rs Future Accounting Standard Changes (Continued) How the Changes in This Statement Will Improve Accounting and Financial Reporting The requirements of this Statement will improve financial reporting by eliminating the existing option for issuers to report conduit debt obligations as their own liabilities, thereby ending significant diversity in practice. The clarified definition will resolve stakeholders' uncertainty as to whether a given financing is, in fact, a conduit debt obligation. Requiring issuers to recognize liabilities associated with additional commitments extended by issuers and to recognize assets and deferred inflows of resources related to certain arrangements associated with conduit debt obligations also will eliminate diversity, thereby improving comparability in reporting by issuers. Revised disclosure requirements will provide financial statement users with better information regarding the commitments issuers extend and the likelihood that they will fulfill those commitments. That information will inform users of the potential impact of such commitments on the financial resources of issuers and help users assess issuers' roles in conduit debt obligations. (1) Note. From GASB Pronouncements Summaries. Copyright 2019 by the Financial Accounting Foundation, 401 Merritt 7, Norwalk, CT 06856, USA, and is reproduced with permission. Restriction on Use This purpose of this communication is solely for the information and use of the City Council and management of the City and is not intended to be, and should not be used by anyone other than those specified parties. Our audit would not necessarily disclose all weaknesses in the system because it was based on selected tests of the accounting records and related data. The comments and recommendations in the report are purely constructive in nature, and should be read in this context. If you have any questions or wish to discuss any of the items contained in this letter, please feel free to contact us at your convenience. We wish to thank you for the continued opportunity to be of service and for the courtesy and cooperation extended to us by your staff. ?rMiuw�liP ABDO, EICK & MEYERS, LLP Minneapolis, Minnesota March 13, 2020 7 + I )rocess, (.,oilig I;('V(iit(I i h