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HomeMy WebLinkAboutDocs re Amendments Ch 4, 6, 8 and 12 Rewrite, by Richard Oman, 5-23-93 CHAPTER 4 NOMINATIONS AND ELECTIONS Sec. 4.01 . Ttil . egular.Municipal, election, Pr The regular municipal election sitrrll- Will be held on the first Tuesday after the first Monday in November of each even numbered year at such places as the city council shall w1.11 designate . At least n thirty days prior notice shall must be given by the clerk-administrator by posting a notice `r in at least one public place in each election precinct, and by publishing a noticeT-„roof at least once in the official newspaper er the—cite stating the time and places of holding such the election and of the officers to be elected. Failure to give such the notice .hall 414es not invalidate such the election. Elected and qualified officers provided for by this charter shall Will assume the duties of office to which they were elected on the first business day in January following scrclr the election. Sec. 4.02 . '1.110g. f9r.Office ; ordinance, have his/her ndue placed on the municipal election ballot. W111'741 of the city,may file for election, in, the ,manner prescribed by law. Sec. 4.03. Pr9ceaure . at.�r1.ecti91 : Cons-is provisions of this charter and applicable state laws, The council may by ordinance further regulate the conduct of municipal elections; . - - - _ - apply to municipal elections. c90sistent,w1.0, the,14'9yi41.90.s, 4f this, charter. ana. M'14.901e. state . 101'7s: Sec. 4.04. Spe91.allecti4ns er Elected Office. The council shall may by resolution order a special election and provide a-i+ the means for holding it- 0e. e1e9t .9n; At least `f en thirty days prior notice shall must be given by the clerk-administrator by posting a notice thereof in at least one public place in each election precinct, and by publishing a notice thdreof in at least once in the official newspaperstating the time and the places of holding such telection. Failure to give strclr the. e notice shall Sl9es not invalidate strcir trig election. • Sec. 4.05 . Vacancy 9f Munigipal. lected Offige, Subdivision 1 . When a vacancy in an elected office of the city occurs with 365 days or more remaining in the term of the vacated office, there shall mus; be a special election held within ninety days after the vacancy occurs to elect a successor to serve for the remainder of the unexpired term of the office vacated. Subd. 2 . The clerk-administrator bhall must give at least sixty days published prior notice of such ;41 special election, except as set forth under subd. 5 of this section. Subd. 3. The procedure at such Qf, tthv election and assumption of duties 'of elected officers following such ;i election shall m t. conform as nearly as practicable to that prescribed for other municipal elections under this charter. Subd. 4. In the case of a vacancy where there remains less than 365 days in the unexpired term, the council shall will by a majority vote appoint a successor to serve for the remainder of said qhs term. In the case of a tie vote of the council, the mayor shall will make said the appointment. Subd. 5. When a vacancy ' - occurs within 120 days prior to a regular municipal election date, the special election to fill the vacancy shall will coincide with the regular election. If the vacancy occurs within sixty days prior to the regular election date, the notice of strcir trhg vacancy shall 'min be published as soon as is practicable. If, within the 120 day period before a regular municipal election, the vacancy occurs in the office of mayor or in the office of either or both of the councilmembers whose seats are to be decided in the election, said4t1.1e vacancy shall be considered not to exist for purposes of the election. However, if such ;hg vacancy occurs in the office of either 9c,b90of the tther two -councilmembers,--the--seat-- shall be filled by the candidate for councilmember with the third highest vote total, or, in the case erf—tires, Vingl. tpms. 4l . DQt. pp. f4 '. slsg QK11 . 'the. ssat will be filled by the gandiclate for councilmembev with the third and fourth highest vote totals, respeg iYly, Where _.._ . _______e- exist, the candidate with the third highest total shall fill the vacancy in the office hav±Llg the longest unexpired term. Subd. 6 . If there are insufficient numbers of candidates in a regular or special election to fill expiring or vacated municipal offices, the city council shall will fill said offices by appointment until the next regular municipal election. In the case of a tie vote of the council, the mayor shall will make sterid the appointment. Sample Drafts by Richard Oman 5-24-93 Section 6 .03. Powers and Duties of the Clerk-Administrator The clerk-administrator is the head of the administrative branch of the city government and is responsible to the council for the proper administration of all affairs relating to the city. Section 6 .03. Powers and Duties of the Clerk-Administrator The powers and duties of the clerk-administrator include those of the clerk in a statutory city, as directed by council, as contained in this charter, ' and, but not limited to, the following: (a) Supervise and certify municipal elections; (b) Record all proceedings of the council; (c) Record all ordinances in their entirety; (d) Maintain a complete record of all financial transactions of the city; (e ) Prepare reports relating to municipal projects; ( f) Prepare an annual financial statement, annual fiscal budget, and capital improvement plan, and other financial reports required by law; (g) Submit periodic reports to the council on the financial condition of the municipal accounts; (h) Supervise employees, programs, and activities, and advise the council in decisions regarding employees and employee labor contracts; ( i) Be fully informed regarding federal, state, and county programs which affect the city; ( j ) Consult with appointed officials and with other public or private agencies as may be required; (k) Develop and prepare news releases and public relations material; ( 1 )Perform all other duties required by the council . MEMORANDUM TO: SAMANTHA ORDUNO, CITY ADMINSITRATOR It) FROM: MICHELE SEVERSON, ADMINISTRATION S R,; '�'Y DATE: APRIL 6, 1993 RE: AMENDMENTS TO CITY CHARTER On February 10, 1986 the Charter was amended as follows: Section 4 . 02 . Filing for Office. No earlier than forty two fifty-six days nor later than twcnty cight forty-two days before any municipal election, any resident of the City qualified under state law for elective office may, by filing an affidavit and by paying a filing fee to the Clerk- Administrator in an amount as set by ordinance, have his/her name placed on the municipal election ballot. (Ordinance 404) Rewrite, by Richard Oman, 5-23-93 CHAPTER 4 NOMINATIONS AND ELECTIONS Sec. 4 . 01 . The Regvlar Municipal election. k The regular municipal election shall will be held on the first Tuesday after the first Monday in November of each even numbered year at such places as the city council shall will designate . At least fifteenthirty days prior notice shall- must be given by the clerk-administrator by posting a notice thereof in at least one public place in each election precinct, and by publishing a notice the—re—of at least once in the official newspaper 0-f—th-e—city stating the time and places of holding such the election and of the officers to be elected. Failure to give such the notice shall dges not invalidate such the election. Elected and qualified officers provided for by this charter shall will assume the duties of office to which they were elected on the first business day in January following such the election. Sec. 4.02 . Filing for Office . No earlier than forty two • ordinance, have his/her name placed on the municipal election ballot. An, elegi.ble y9ter, 9f, the. 9ity.Tey, file , f9r election in the manner prescribed by law. Sec. 4.03. pr99e0vre. et.Electig e, Consistent with the pro-visions of this charter and applicable state laws; The council may by ordinance further regulate the conduct of municipal elections, - - - - - _ - - - - - - - 99nsistekt with the prgylel9pe. 94 this charter 09 d, epplicab1e . etete. lewe, Sec. 4.04. ,5pec4.el and Advisory Electi49e except for Elected Office. The council shall may by resolution order a special election and provide the means for holding it- the. electi99: At least fifteen thirty days prior notice shall Tvet be given by the clerk-administrator by posting a notice ' f in at least one public place in each election precinct, and by publishing a notice thereof in at least once in the official newspaper of the city stating the time and the places of holding such the election. Failure to give such the notice shall 04es not invalidate such the election. Sec. 4 .05. Vacancy of Municipal Elected Office. Subdivision 1 . When a vacancy in an elected office of the city occurs with 365 days or more remaining in the term of the vacated office, there shall IP St be a special election held within ninety days after the vacancy occurs to elect a successor to serve for the remainder of the unexpired term of the office vacated. Subd. 2 . The clerk-administrator shall lust give at least sixty days published prior notice of such the special election, except as set forth under subd. 5 of this section. Subd. 3. The procedure at such of. the election and assumption of duties of elected officers following such the election shal-1 must conform as nearly as practicable to that prescribed for other municipal elections under this charter. Subd. 4. In the case of a vacancy where there remains less than 365 days in the unexpired term, the council shall will by a majority vote appoint a successor to serve for the remainder of said the term. In the case of a tie vote of the council, the mayor shall will make said the appointment. Subd. 5. When a vacancy in an elected municipal office occurs within 120 days prior to a regular municipal election date, the special election to fill the vacancy shall will coincide with the regular election. If the vacancy occurs within sixty days prior to the regular election date, the notice of such vacancy shall ipet be published as soon as is practicable. If, within the 120 day period before a regular municipal election, the vacancy occurs in the office of mayor or in the office of either or both of the councilmembers whose seats are to be decided in the election, said the vacancy shall be considered not to exist for purposes of the election. However, if strcir the vacancy occurs in the office of either 4r both of the other two councilmembers, the seat- shall be- filled by---the-candidate for - councilmember with the third highest vote total, or, in the case of sr Vt19” . to 'm�. 'e, not. VP. f4 '. eleCti4P. . the. Beat will be filled by the candidate for councilmember with the third and fourth highest vote totals, pespegtiyely, vacancy in the office having the longest unexpired term. Subd. 6 . If there are insufficient numbers of candidates in a regular or special election to fill expiring or vacated municipal offices, the city council shall will fill said offices by appointment until the next regular municipal election. In the case of a tie vote of the council, the mayor shall will make said the appointment. Sample Drafts by Richard Oman 5-24-93 Section 6 .03. Powers and Duties of the Clerk-Administrator The clerk-administrator is the head of the administrative branch of the city government and is responsible to the council for the proper administration of all affairs relating to the city. Section 6 .03. Powers and Duties of the Clerk-Administrator The powers and duties of the clerk-administrator include those of the clerk in a statutory city, as directed by council, as contained in this charter, and, but not limited to, the following: ( a) Supervise and certify municipal elections; (b) Record all proceedings of the council; (c ) Record all ordinances in their entirety; (d) Maintain a complete record of all financial transactions of the city; (e ) Prepare reports relating to municipal projects; ( f) Prepare an annual financial statement, annual fiscal budget, and capital improvement plan, and other financial reports required by law; (g) Submit periodic reports to the council on the financial condition of the municipal accounts; (h) Supervise employees, programs, and activities, and advise the council in decisions regarding employees and employee labor contracts; ( 1 ) Be fully informed regarding federal, state, and county programs which affect the city; ( j ) Consult with appointed officials and with other public or private agencies as may be required; (k) Develop and prepare news releases and public relations material; ( 1 )Perform all other duties required by the council . TO: Charter Commission FROM: Don Brager, Finance Director - Treasurer DATE: June 7, 1993 SUBJECT: Review of Chapter 8 "Public Improvements and Special Assessments" Charter Commission Secretary Julie Trude has informed me that the Commission has requested that I review Chapter 8 "Public Improvements and Special Assessments" of the Charter. Secretary Trude has further requested that I compare Chapter 8 of the Charter to Minnesota Statutes, Chapter 429 "Local Improvements, Special Assessments. Special Assessments are an important financing tool of the City. Special Assessments financed the City's present streets and water and sewer systems. Most of the construction took place in the 1960's. The City will soon be faced with the task of rebuilding streets and replacing water and sewer mains. Special Assessments could be used to finance these projects. Chapter 8, Section 8. 04 states that "All improvements to be paid for by special assessments" . . shall be instituted by either, (1 ) the petition of at least twenty-five percent in number of the benefitted property owners together with a resolution adopted by an affirmative vote of the majority of all of the Council, or, (2) a resolution adopted by a four-fifths affirmative vote of all of the Council. " The section also specifies obtaining cost estimates for the improvement, setting a date for a public hearing on the improvement, and notification of citizens and benefitted property owners of the hearing. At the hearing the Council may hear from citizens in favor of or against the improvement but may not take action on the improvement until a period of sixty days has elapsed from the date of the public hearing. During the sixty day period if any of the following occur the Council shall not proceed with the project: 1 ) . a petition against such improvement be filed with the Council, signed by a majority of owners proposed to be assessed for the improvement. . . " 2) When the improvement has been petitioned for, a petition is filed with the Council " . . . signed by a number of owners proposed to be assessed for such improvement at least equal to the number of those who petitioned for the improvement. . . " 3) " . . . when less than 100% of the estimated cost of a proposed local improvement is to be paid for by special assessment. . .a petition may be filed with the Council, signed by a majority of the number of electors who voted for mayor in the last municipal election, protesting against either the improvement, or the assessment formula or both. " An exception to number two above is . . . unless, in the meantime, there be filed with the Council a petition asking that the improvement be made, signed by property owners proposed to be assessed for such improvement at least equal in number to those who signed the petition against the improvement, in which event the Council may disregard the petition against. the improvement. " Should 1 , 2, or 3 occur " . . . the Council shall not vote upon the same improvement within a period of one year after the public hearing on said improvement. " I am uncertain from reading Section 8. 04 what action Council should take if, after sixty daysfrom the public hearing, 1r 2, or 3 does not occur. Does Council order the improvement by a majority vote should they wish to proceed with it? Or do they order the improvement by a majority vote if petitioned for or a four/fifths majority if the improvement was initiated by the Council? Part of the reason for my uncertainty is the fact that Minnesota Statutes, Chapter 429 makes a distinction between initiating proceedings to consider a public improvement, financed in whole or in part by special assessments, and the ordering of the improvement. Under Chapter 429 proceedings may be initiated by either: 1 ) a petition of the owners of at least 35% in frontage of the property bordering the proposed improvements; or, 2) a majority vote of the Council. To order the improvement requires a majority vote of the Council if the improvement was petitioned for or a four/fifths majority vote of the Council if the Council initiated proceedings.. Chapter 429 requires a second public hearing to consider the levying of special assessments against benefitted properties after an improvement project has been ordered. At the hearing " . . . the council shall hear and pass upon all objections to the proposed assessment. . . " . In addition "The Council may amend the proposed assessment as to any parcel. . . " . Should a benefitted property owner object to the amount of the assessment or the formula, or both, the property owner files a written objection with the City Clerk either prior to, or at the public hearing. As mentioned above the Council must address the objection at the public hearing. After adoption of the assessments, a benefitted property owner, who filed a written objection, may appeal the assessment, within thirty days of adoption of the assessment, to district court. One of the difference between the Chapter 8 of the Charter and Minnesota Statutes, Chapter 429 is that the Charter requires a sixty day waiting period after a public hearing on whether the improvement should be. ordered and Chapter 429 does not. Another difference is that the Charter allows petitions of benefitted property owners to be submitted to the Council which subsequently prohibit the Council from undertaking the improvement whereas Chapter 429 allows the Council, the elected representatives of the citizens, to determine whether an improvement should be undertaken. A further difference is that Chapter 429 appears to allow a modification of a proposed assessment to be made whereas Chapter 8 provides that the project shall not be undertaken when a petition is received, pursuant to Chapter 8, objecting to the amount of the assessment, the formula, or both. At the time that the original charter was being drafted bond counsel and financial advisors were asked to comment upon the proposed charter. Attached for your review are comments received from Faegre & Benson, bond attorneys, and Ehlers & Associates, a financial consulting firm, in 1979. Since the adoption of the Charter I can recall only one public improvement that was financed with special assessments. That was the streets, water mains, and sewer mains at the Silver Lake Woods development. The • improvements were petitioned for by the developer, who was the sole owner of the benefitted properties at the time. The Council adopted a policy that the City would only accept petitions for improvements if they were signed by 100% percent of the benefitted property owners of an improvement. That policy is contained in Resolution No. 2574, which was adopted December 11 , 1989. A copy is attached for your consideration. Should you have any questions please do not hesitate to contact me. DB/hs Enclosures ROBERT J.CHRISTIANSON HOMAS _ MER F A E G R E a. BENSON J.D.FAC O RtIRCTIRlOI GEORGE 0.MCCLINTO CK JOSEPH `^•RIRICC EVERETT A.ORAIRC W.3MIT4 SHARP LIAR. JOHN C.SENSOR DONALD L.ROBERTSON PIN.Li.S.CARON PAUL CHRISTOPHERSON WRIGHT W.SPOOKS JOHN F.DCUKEMA 1300 NORTHWESTERN BANK BUILDING JOHN D.PAEGRE.JP. RODGER L.NORO DTC ALTER J.OUPFY,JR. COU..f CL GEORGE C. G JAMES P.STEPHENSON JOHN S.MOLTEN P.REID CARRON O.ALAN CUNNINGHAM A.DAVIO nCLLY • N.OCLKC JOHN K.STEFIEN MINNEAPOLIS. MINNESOTA 55402 ERWIN MITCH GOLDSTEIN CHARLES E.MOLTEN.JR. JAMES A.MALLS JOHN S.GORDON ^ GERALD T.FLOM THOMAS CRLC - CHARLES L.HORN THOMAS G.MORGAN 612/371-5300 JACK D.GAGE JOHN O.0HIVLLY PETER W.ANSON EDWARD G.HEILMAN J AMES FIT.MAURICE JOHN N AKCR GORDON G.DUSOICRER RODCRT L..SCHNL.JR. J OHN O.FRENCH RICHARD A.NELSON RONALD B.MCMSTAO BRIAN D.O'NEILL NORMAN R.CARPENTER WILLIAM R.DUSCH.JR. LAWRENCE C.DROWN BONNIE M.FLEMING ARTIN N.PURSE HENRY P.FRISCH JOHN C.HARRIS LOREN P.HART PAUL T. SIRKELAND RANDY L.MILLER DAVID M.SEAODCAOIC WINTHROP A.ROCKWELL RICHARD C.SCHMOKCK D.DAULR THOMAS M.CROSBY.JR.. PATRICK JACK M./RISLEY JAMES T.HALEJOHN S.JAGIELA LUDWIG NCR.JR, DAVID BN M .DEAOctober 31. 1979 JAMES D.LOLOKEN DARN .DOACR ARTHUR L.00TCN HCI01 M.HOARD DUANE W.KROHNKC DAVID P.PEARSON GEORGE W.FLYNN JAMES G.RAY JAMES A. M RICHARD A.HCLDE HUDERT V..FOPORCRCICR MARGARET S.ANGLE • JAMES M.SAMPLES STEVEN R.ANDERSON DALE C. IHOFFCR JAY D.CHRISTIANSEN PETER R..KITCHAK CHARLES S.FERRELL GALE R.MELLUM DAVID B.MILLER DRUCC F.BURTON MARK F. ETSON JERRY W.SNIDER JAMES A..O'NEAL HENORIK OC JONG RICHARD T. THOMSON STEPHEN ROSHOLT FRANK B.BUTLER GORDON D.CONN.JR. B RUCE AACKERMAN -MICHAEL H.HARPER.JR. Mr. Duane McCarty, Mayor Members of the City Council City of Mounds View City Hall • 2401 Highway 10 St. Paul, MN 55112 • Re: Proposed Home Rule Charter Dear Sirs: At your request we have examined the copy of the proposed Home Rule Charter, dated October 11, 1979, to consider the effect which the Charter, if adopted, would have on future bond financing by the City. In general, the Charter provides more complex • procedures than the procedures provided by Minnesota law for • statutory cities. This will inevitably cause some increase in the time and effort and therefore the expense involved in following and establishing compliance with the procedures to the satisfaction of bond counsel. In addition, until Minnesota municipal bond dealers become familiar with the City' s new procedures, some educational effort will be required to fully explain these procedures to the satisfaction of bond dealers so that they will not hesitate 'to bid on the City' s bonds under the new Charter. • However, subject to certain specific problems mentioned below, we think in most instances the City will be able to obtain financing and sell its bonds on the market and the City' s bond counsel will be able to provide the necessary approving legal opinion under the procedures of the new Charter if it is approved by the voters. In particular, the procedures required for public improvements and special Mr. Duane McCarty Page 2 October 30, 1979 assessments under Chapter 8 of the Charter are not much different from the procedures required by South Dakota state law for special assessment bonds except for the some- what longer periods of time established by the Charter. However, there are certain specific problems which may arise (and in other places have arisen) under the Charter language, including the following: 1. Section 7.05 requires a long term financial plan. The plan must be adopted after public hearing, apparently annually, by ordinance. The Charter does not indicate whether failure to include a capital project in the long term financial plan will prohibit the construction and financing of that project during the year pursuant to a bond election or special assessment proceedings, nor does it indicate whether the plan can be amended during the year. This problem could be a source of concern to your bond counsel and may need to be resolved by litigation if the situation arises. 2. Similarly, Section 7. 07 prohibits the incurring of any obligations of the City unless an appropriation has been made in the budgetresolution and there is a sufficient unexpended balance. The Charter does not say that this prohibition is limited to obligations incurred in anticipation of collection of taxes or other ordinary revenues. Arguably, it could apply to obligations, to be paid from bond proceeds, and unless bond proceeds are appropriated in the budget resolution itself, it might be contended that the Charter would be violated. If bond proceeds cannot be spent for the- purpose for which they were voted or otherwise authorized, bond counsel would hesitate to approve the issuance of the bonds. While Section 7. 08 may provide the basis for supplementary • capital appropriations, on the grounds the bond proceeds . are "actual receipts [which] exceeds the estimate" , the conclusion is not self evident and would require careful research and analysis. 3. Under Section 5. 07 any ordinance or resolution may be subjected to referendum by petition " [p] rior to the date when an ordinance or resolution takes effect" . If a bond election has been called and held and the bonds approved by the voters, the question arises whether a resolution to sell the bonds or to let a contract for the project to be funded from bond proceeds may be subjected to referendum. Unlike ordinances, most resolutions take effect immediately, and it may therefore be that the Charter provision would have no particular effect on such a resolution. On the other hand, it may be contended that a literal interpretation Mr. Duane McCarty Page 3 October 31, 1979 . of the quoted phrase affects the fundamental purpose of the Section and a referendum petition should be allowed some reasonable time after the effective date of the resolution so long as the City has not entered into a contract that would be impaired by the referendum. As a practical matter, in most cases no one will want to file a referendum petition under the circumstances I describe and the bonds may be issued or a contract let upon a certificate by the City Clerk that no petition for referendum has been filed. But . if a referendum petition is filed under these circumstances , the correct solution is not obvious. 4. Section 8. 04 , Subd. 1 provides for petitions and counter-petitions by certain percentages "in number of the benefited property owners" and "owners proposed to be assessed for such improvement at least equal to the number of those who petition for the improvement" . These phrases are ambiguous in that they do not tell the reader how to compute the number of owners of a lot which is held jointly by or by tenants in common of two or more persons. 5. Section 8. 04, Subd. 3 provides that no contract may be let "in the event that the current proposed contract exceeds the estimated cost by more than 10%.' Subdivisions 1 and 2 -refer to the estimated cost of an improvement, not to the contract portion of the improvement. The question then becomes whether the contract limit is 110% of the estimated cost of the improvement (which includes engineering, legal, fiscal and miscellaneous costs as well as contract costs) or is 110% of the contract portion of the total estimated cost. More serious is, however, the fact that the quoted provision will probably require the City to let all contracts for an improvement simultaneously; otherwise, the City may find itself in a position where it has let a contract for some portion of - the work, for example, sewer installation, and cannot let another contract to complete the work, for example, street resurfacing. I am certain there will be other questions of interpretation which may cause difficulty, and no one can visualize all the possible problems or weigh the seriousness of the problems. If we can be of any further assistance to you or clarify any of the foregoing, please let us know. Very truly yours, FAEGRE & BENSON 74._ cc: Mr. Jeff Nelson Mr. Don Bragger Mr. Richard Meyers EHLERS AND ASSOCIATES, INC. • FINANCIAL SPECIALISTS FIRST NATIONAL-900 LINE CONCOURSE 507 MARGlUETTE AVE. MINNEAPOLIS, MINNESOTA 55402 339-5291 (AREA CODE 6121 r � / I / November 5, 1979 . ► 0>>\ : , 0%\I 15 1(3 `•\ 1573 Mr. Duane McCarty cn E �c Mayor, City of Mounds View , , C,i << , �r City Hall \ ,,, ��,G' 2401 Highway 10 St. Paul , Minnesota 55112 RE: Proposed Charter; Financing We have been asked to comment on the proposed city charter, particularly with reference to financing measures. Referendum: Under Chapter 5, fifteen percent of the electors (last presidential election) may petition for a referendum of any_ council adopted measure. As to financing local improvements, which typically involve a number of council resolutions, the procedure could become very cumbersome if each resolution is subject to, and must wait 30 days for a possible challenge. Referenda, coupled with the delays and counter. petition measures provided in Section 8, could mean that a majority of those voting could deny vitally needed local (special assess- ment) improvements to areas of the city. If local improvements are to be subject to challenge (referenda) we suggest that such challenges apply only to the resolution ordering the improvement. One hundred and twenty days, four months, to the next election, on top of a 30 day referenda petition period, on top of 60 days after a preliminary hearing for • petitions in opposition may cause a vital local improvement to lose a whole construction season. No financing could take place until all the times for petitions, for referenda, referenda themselves and times for counter petitions against improvements have been exhausted. Long-Term Financial Plan; Section 7.05: Good, if it is assumed that new facts and needs may dictate modifications andthat added local improvements may be' undertaken after the required hearings under Minnesota Statutes, Chapter 429 (or under Section 8 of the draft charter, should that section be adopted) . Budget Enforcement; Section 7.07: As to debt service on bonds, it must be assumed that these payments would be legitimate obligations whether or not included in the budget. Otherwise, the city could suffer a bond default, .lowered bond . ratings and higher interest cost. Mr. Duane McCarty November 5, 1979 St. Paul , Minnesota Page 2 Special Assessments; Section 8.01: . . .. "No assessment shall exceed benefits to the property." "Benefit" has been construed to mean increase in value. But there is a growing concept that assessments should, in some cases, reflect a property's contribution to the problem to be resolved, to the cost of the project. Local Improvement Ordinance; Section 8.03: Minnesota Statutes, Chapter 429, provides a time tested, court tested, uniform, workable code for undertaking local improvements. Adoption of a new, novel ordinance might have to be retested. We suggest 'that local improvements be carried out under Chapter 429 or other applicable statutes. Procedure; Section 8.04: While Section 8.03 says a comprehensive local improvement ordinance shall be adopted, Section 8.04 itself actually lays out detailed procedures (which, in many respects, closely follow Chapter 429) . In many respects Section 8.04 and its detail renders another "comprehensive" ordinance redundant. In fact, this detailed charter section very closely follows Minnesota Statutes, Chapter 429, except that,because of the counter petition time and the delays entailed in petitions for referenda on any council measures, it would make it extremely difficult and time consuming to plan, finance and execute local improvements, which may have several adverse effects on the city's development. Having had a preliminary hearing with published and mailed notice, proceedings must stop for 60 days during which time opponents may counter petition against a project. • a. Dragging proceedings out will no doubt, in some cases, escalate community problems and friction. b. These delays (including possible petitions for referenda) may mean higher costs (now about 1 to 1-1/2% per month) . c. Extraordinary concern for the opposition will mean that the majority may impose serious problems on the city and on minority property owners and deny equitable solutions. Comment: One wonders about the extraordinary blocks that the draft charter puts up to prevent even extraordinary (4/5) majority decisions of an elected council . It seems to say that local improvements are bad, that a representative governing body does not work. While some decisions can always be questioned, representative government has, overall , served the city well . Respectfully submitted, EHLERS ' V •SS�CIA,41 4077( ' ► ' . ,. . -rt L. Ehlers 'LE:sl • EHLERS AND ASSOCIATES, INC. FINANCIAL SPECIALISTS :RST NATIONAL-SOO LINE CONCOURSE 507 MARQUETTE AVE. MINNEAPOLIS. MINNESOTA 55402 339-8291 (AREA CODE 6123 November 28, 1979 I". ' co Irl , r~ . Mr. Jeff Nelson City Administrator 2401 Highway 10 �= St.. Paul, Minnesota 55112 Dear Mr. Nelson: You have asked us to comment further on the proposed city charter and our • previous letter. I modified my view that each resolution might be subject to referendum. • Mr. Loeding points.:out that a resolution which is effective immediately is not subject to referendum. However, it is still my view (and that of the charter commission, I believe) that it will be much more difficult, time consuming and costly to undertake local improvements. What with the time required for petitions, counter • petitions and counter-counter petitions plus the possibility of referenda on resolutions held in suspense during the petition times, there are apt to be huge delays, maybe even missed construction seasons. In an inflation economy, every month costs 1 to or,on a million dollars project, up .. to $15,000 (plus costs for added legal work) . Following discussion with the council and members of the charter commission it appears that five year capital improvement budgets must be by ordinance • (subject to referenda0and to change it by adding a project requires another ordinance (also• subject to referendum) . •It appears to be a.stated objective to make it more difficult to undertake and finance local improvements, particularly those which are not 100% assessed to "benefitted"property. In this the charter should prove very effective. Had it been in the being at the time of-incorporation the city probably would nct now have a sanitary sewer or a water system. These improve- ments, not 100% assessed, were very controversial. Only a minority have water in their basements or have contaminated wells at a particular moment. Sometime, as the city develops, surface water will become a- severe problem for some homeowners (probably a minority) who may be unable to get relief under the charter. Very truly yours, EHLERS'AND' •S• IA • v• r . hl s JURAN & MOODY , INC . • MUNICIPAL BONDS EXCLUSIVELY ' +• 114 EAST SEVENTH STREET - SAINT PAUL, MINNESOTA 55101 Li _J -.'l TELEPHONE 612/298-1500 November 8, 1979 Mr. Jeff Nelson City Administrator City Hall 2401 Highway #10 P.O. St. Paul , MN 55112 RE: PROPOSED NEW CITY CHARTER CITY OF MOUNDS VIEW, MINNESOTA Dear Jeff: As per our telephone conversation last week, I have received a copy of the City of Mounds View proposed new City Charter.and I have also received copies of letters to Mr. McCarty from Faegre and Benson and the City financial consultant, Mr. Bob Ehlers. We, at Juran & Moody, Inc., are both financial consultants and underwriters of general obligation bonds not only within Minnesota but also on a national basis, so I feel qualified to speak on the proposed new Charter. I have the following comments: 1. The issuance of general obligation bonds under the new Charter could be delayed at least six months due to petitions and appeals. 2. When the potential for appeals are much greater, due to a Charter, than those of a statutory City, the underwriters would have a possible tendency to shy away from a City with this type of a Charter when the supply of bonds are adequate within the market place. 3. I believe that there is a possibility that this ordinance, as it relates to Chapter 429,would have to be retested in court. This initially could take a lengthy period of time. 4. The potential delays caused by the City Charter could increase construction costs dramtically and increase the legal and financial cost as well . From a financial consultant standpoint, I would not recommend a Charter much JURAN & MOODY. INC. Mr. Jeff Nelson November 8, 1979 Page 2 like the one that is proposed at Mounds View for any of our municipal clients . If you have any questions or if I can be of any further service, please do not hesitate to call . Very truly yours, JURAN &,M10:0 , INC. Stev- ' J . Mattson Vi - President SJM/tld RESOLUTION NO. 2574 CITY OF MOUNDS VIEW COUNTY OF RAMSEY STATE OF MINNESOTA RESOLUTION ESTABLISHING CITY OF MOUNDS VIEW POLICY REGARDING PETITIONS FOR PUBLIC IMPROVEMENTS WHEREAS, the Mounds View City Council anticipates receiving petitions for public improvements in the City; and WHEREAS, the Mounds View City Council hereby sets policy • regarding the acceptance of petitions; and WHEREAS, the Mounds View City Council states that the petitioner shall submit all applicable information including, but, not limited to, the demonstrated need for the improvements, - the proposed location and lay out (sketch plans) of the improvements in accordance with applicable City ordinances, and the signatures of one hundred percent (100%) of the directly affected and benefitting properties relating to the public improvements at the same time the petition is submitted. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Mounds View hereby sets policy regarding acceptance of petitions for public improvements pursuant to direction found above. Adopted this 11th day of December , 1989. ATTEST: Mayor • (SEAL) Ark ClerkdministratOr CSD (MADS Phone: (612) 784-3055 1111(06 Fax: (612) 784-3462 "Quite Simply the Best" MEMORANDUM ' TO: CHARTER COMMISS O�T FROM: SAMANTHA ORDUNO • DATE: MARCH 3 , 1993 RE: COMMENTS ON CITY CHARTER, CHAPTER 6 ***************************************************************** Below please find my comments on Chapter 6 of the Mounds View City Charter. Point of clarification: All references to the position of Clerk-Administrator are abbreviated as CA. Don Brager's comments on Chapters 7 and 8 are also attached to this memorandum. Section 6. 01 If the CA is appointed to "assist in the administration of City affairs" , and the list of the position duties is detailed, then for the purpose of consistency, consideration may need to be given as to what the Council's role in that administration shall be. Section 6. 02 , Subd. 1 While the original intent may have been to give tacit consent to the CA delegating duties, the language here is contradictory to that "intent" . Subd. 2 The City Council formally appoints all employees, full-time and part-time, upon recommendation from the CA. Determinations as to qualifications, job descriptions, skills testing, interview procedures and reference checks are generally delegated to the CA. Personnel Administration is perhaps one of the mostcomplex professions today. In the public sector with the restrictions and regulations put forth bysuchlaws as Veteran's Preference, American Disabilities Act, Human Rights legislation andlabor relations, it is difficult for a City Council to keep abreast of the almost daily changes that are mandated in the area of personnel. And, one wrong action could result in litigation costing the City thousands of dollars. � WITH PRE� I K �� 2401 Highway 10• Mounds View, MN 55112-1499 recycled Weer CHARTER COMMISSION PAGE TWO MARCH 3 , 1993 Subd. 3 This is done at the first work session of each quarter. However, the Council receives written weekly updates from each department throughout the year as well as are advised of events/activities/ issues/problems at each work session and/or Council meeting. If the quarterly report was mandated in order to increase public awareness of department actions, it is not the best avenue by which to communicate such information. More information is reported to more people in the City newsletter than a quarterly report presentation before the City Council r Section 6. 03 Subd. 1 The duties/responsibilities outlined in this subdivision are delegated to the Deputy Clerk who also serves as the Administrative Secretary. I supervise each activity and am ultimately responsible for the consequences of the actions but do not physically perform the duties. Subds. 2 & 3 The responsibility for taking the minutes, preparing the minutes and maintaining the official record of the minutes and ordinances is delegated to the Deputy Clerk. She does the actual work, I supervise and review the performance of the work. Subd. 4 This is delegated to the Finance Director who delegates the responsibility to the City's accountant. This responsibility, while designated to the CA, is also designated as the responsibility of the City Treasurer in Section 6. 04 - see comments on that Section as well as the information from the League of Minnesota Cities Handbook that I have attached. Subd. 5 The first sentence of this subdivision does not belong in a section describing duties. The second sentence is redundant. These duties are already clarified by the inclusion of the first sentence of Subdivision 1: "The duties of the Clerk-Administrator. . .shall include the duties of the Clerk in a statutory city. " As a point of clarification, I sign all official papers, supervise the publication of notices and ordinances and am ultimately responsible for completion/implementation. 1111 CHARTER COMMISSION PAGE THREE MARCH 3, 1993 Sentence 3 -money received in the City for all transactions are made to the appropriate accounts as set forth in the City Budget. I do not personally receive any direct funds. Receipt of monies is delegated to the appropriate staff member and coded immediately and directly to the appropriate fund through a computerized accounting system. The final part of this section needs clarification. There is currently a deputy clerk who performs many of the clerical duties of a "clerk" . She does not now nor will she in the future serve as Deputy Clerk-Administrator in my absence. There is an Assistant to the Clerk-Administrator who takes over in my absence. However, he is not the Deputy Clerk. It is a semantics problem, but one that does have ramifications if the Charter were to be followed as written. At the very least a simple word change from Deputy to Acting Clerk-Administrator would suffice. Subds. 6 & 7 The duties/responsibilities outlined so specifically here are "givens" in today's professional municipal organization. Subds. 8 & 9 I am responsible for the preparation and presentation of the budget, capital improvement plan and financial statement. It is a collaborative effort of all department heads and myself and is prepared only after the Council and staff have determine policy/program/service and activity priorities, examined legislative implications and external/internal financial restrictions/restraints. Subds. 10, 11 & 12 I perform the duties/responsibilities described in these subdivisions. However, each responsibility outlined is considered a "professional given" in accordance with professional ethics and organizational management philosophy and practice. In cases where it is not practiced, you will not see that person around for long, in the position or in the profession. Subd. 13 This is covered in previous sections as duties designated for a clerk in a statutory city. For point of clarification, I am responsible for the elections; however, much of the day-to-day activities are delegated to the Deputy clerk. CHARTER COMMISSION PAGE FOUR MARCH 3, 1993 Subd. 14 This is done as per the City's Personnel Policy and procedures dictated by State and Federal law. Subd. 15 The Council appoints all staff, but the Charter specifically details cooperative working relations with the engineer and City Attorney. What was the rationale here and is it relevant to outline only specific interpersonal behaviors or any interpersonal behaviors. I would think that any Administrator would work cooperatively with all staff and consultants as a matter of professional ethics and. Again, if that is not the case, that person rarely lasts long in the position. Subd. 16 Preparation of press releases are made by various staff members depending on the subject matter. I direct and oversee the public relations program, but do not perform the work myself. Subds. 17 , 18 & 19 Again, these actions are "givens" in today's professional municipal operation. Subd. 20. Covered in Subdivision 9 . Subd. 21 A given. Section 6. 04 The duties of a statutory treasurer are similar, if not the same, to those that are detailed in Section 6. 03 , Subdivisions 4 & 5 - the duties detailed for the Clerk-Administrator. Was the intent that there be two "sets of books" - that the clerk-Administrator and the treasurer each keep a set of books? CHARTER COMMISSION PAGE 5 MARCH 3 , 1993 Section 7. 05, Subds. 2 & 4 Thought needs to be given to combining these two actions. A Public Service Program that seeks to "measure the objectives and needs for each City department, standard of services" and so on cannot do so without incorporating a. correlating revenue program. Both are intricately related and inseparable as part and parcel of the same plan/program for financial future projections. Section 7 . 07 Question legalities of third sentence. Section 7. 10 and 7 . 12 , Subds. 2 , If the intent here is to require such publication in a City newsletter, there needs to be clarification that it may have to be a "special edition of the newsletter, if different from scheduled publication dates". The intent needs to be readdressed if failure to publish in the City newsletter does not invalidate action taken. The language is ambiguous and contrary. City Administrative Staff Chapter 7 • This chapter explores the duties of various city ficer. Other positions most cities have are the-ad- officials, the requirements for qualifying for of- ministrator, librarian, liquor store manager, fice, and the problem of incompatible offices for recreation director, street superintendent, elected and appointed officials. Topics are: engineer, and utilities superintendent. Small cities often hire several people on a part-time basis, or A. Appointed Officials and Employees one or two full-time people to perform many B. Qualifying for Office duties. Sometimes they share services of an C. Incompatible Offices employee with other small cities under the joint D. How this Chapter Affects Home Rule powers act. Charter Cities While these positions are common to large and A. Appointed Officials and • small cities alike, the actual duties of some employees often depend on the size of a city and Employees the complexity of its organizational structure. A supervisory administrative official may or may not Statutory city councils have complete freedom devote part of his time to direct participation in to create whatever positions they find necessary in the functional activities of the department.For ex- addition to those the statutes require. They may ample, police chiefs in smaller cities may spend a assign duties to these officials as long as such ac- major portion of their time working in patrol cars, tions promote the public welfare and are consistent devoting only a few hours per week to supervisory with state law. This may also be true in a home activities. rule city, depending on its charter provisions. Statutory Appointive Offices Non-elective officers and employees in cities fall -� into two groups.The city often hires officials such The statutes require cities to hire people to fill as the attorney, health officer, auditor, architect, several positions. and others as consultants. Their compensation is frequettly on a retainer, a contract, or some other Assessor fee basis. Other officials are full and part-time employees to whom the city pays either a salary or Cities of the first class and cities with a popula- a wage. Some cities employ these officials on the tion of 30,000 or more, which are.in counties not basis of a merit system or under civil service. having a countywide assessment system,must have Non-Statutory Offices a city assessor. The assessor performs both the duties of a local assessor and county assessor, ex- Although the law does not require it, most cities cept that the county assessor retains supervisory duties. 1 appoint an attorney, police chief, and health of- Handbook for Minnesota Cities Page 125 City Administrative Staff Although the city code authorizes the appoint- usually supervises the daily administration of city ment of a city assessor,2 a later law required cities business, such as keeping records, writing letters, with a population of less than 10,000 which and keeping accounts. Oftentimes the clerk sees employed a city assessor after 1972 to notify the that city employees carry out council decisions. . commissioner of revenue that they had a licensed The clerk has several statutory duties. assessor. If the city did not give this notice, the county assessor assumed the duties of the city as- Executive officer for the council.The clerk is the sessor. 3 Since June 15, 1975 city assessors must executive officer for the statutory city council. be licensed. 4 With the approval of the commis- Clerks perform this duty in many charter cities as sioner of revenue,any city under 10,000 population well. In this capacity, the clerk does the following: which does not now have a city assessor may reinstate the office of city assessor by hiring a 1. Keeps records of all council proceedings, licensed assessor. 5 including preparing minutes of council meetings and maintaining the ordinance The department of revenue has information on book; the state certification program. 2. Handles all correspondence on behalf of Clerk and Treasurer the council; _ Plan A cities must appoint a clerk and a 3. Draws up agendas and prepares or super- treasurer, or a clerk-treasurer. Because the vises the preparation of other working treasurer's duties are, in most respects, the same papers the council uses at the meetings; as the clerk's duties, many cities think the former and office is unnecessary. The law authorizes integra- tion of the offices into the single position of clerk- 4. Executes any duties the council assigns to treasurer. Cities under Optional Plan B have al- the clerk.In many cities,the clerk also does ways been able to combine the position of this for administrative boards such as the treasurer with that of any other city administrative utilities commission. officer except the manager. Elections.The clerk handles most of the details The city council, by ordinance, may delegate all involved in conducting city elections. or part of the clerk's bookkeeping duties to an- other officer or employee. 6 The person respon- Financial responsibilities. Except for those sible for these duties must be bonded. If the city records the treasurer must keep, the clerk main- makes the treasurer responsible for all bookkeep- tains all financial records.Where the city has com- ing functions, the city must audit its financial bined the office of clerk and treasurer, the clerk records. Copies of the ordinance delegating the performs all duties.In addition,the clerk must an- bookkeeping functions must go to the state nually prepare three different financial reports. auditor. (See Part VI.) . Civil Defense Director_.... If the council makes appropriations or allot- ments" ""` '" ' under a budget, the clerk usually has the All cities must have a civil defense director who duty of administering the budget. is responsible for all civil defense activities in the The city must make monthly payroll deductions city in conformity with regulations of the division for the public employees' retirement association of emergency services of the department of public and Social Security contributions from each safety. i Many smaller cities have designated their employee and remit them and the employer's fire chief as civil defense director. con- tributions to the appropriate state officer.A state- Clerk C ment of the amount of these deductions, the amount of salaries from which they came, and the v names of the employees for whom the city is The clerk i¢ a central figure in any city govern- making the payment must accompany the pay- ment, with a wide variety of duties and respon- meats. The preparation of this statement is the sibilities. Not only does the clerk execute many of duty of each department head in the city, but the city's governmental functions, but he or she Page 126 Handbook for Minnesota Cities Chapter 7 where the city does not have separate department The clerk is entitled to receive a fee for prepar- heads or where some city employees are not ing certified copies of official documents and for directly accountable to any particular department filing and entering papers not related to city busi- head, the clerk should make the deductions and ness. 15 The council may require the clerk to pay file the necessary returns. such fees into the city treasury. 16 As the general city administrative officer in Certification. The clerk should certify and sign charge of payroll, the clerk must also withhold the following documents,attesting to their validity: state income taxes from the paychecks of all employees. 1. Local approval of special laws pertaining to the city. (See Chapter 6); Executing official papers. The clerk must join with the mayor in signing all legal papers on behalf 2. Indebtedness in proceedings regarding of the city. changes in city boundaries; Filing official documents. It is the duty of the 3. Special assessments to the county auditor; clerk to accept and keep on file the following of- ficial documents: 4. Plats of land within the city, after council approval; 17 1. The oath and bond of each city official (except the assessor); 8 5. All tax levy resolutions the council passes (due on or before October 10 of each 2. Certificates of intention to control a year); 18 warehouse for the storage and sale of packing house products; 9 6. Change of regular city election date, and notify the secretary of state and the county 3. Claims against the city; auditor immediately; 19 4. Clerk's financial statement and treasurer's 7. Use of voting machines, certification must statement; 10 go to the secretary of state within 30 days of adoption; and z0 5. Any state auditor's reports on city affairs 1 which the clerk may receive; 11 8. Precinct boundary changes. When a city changes a precinct boundary, the clerk .-- 6. Proclamations stating that rabies exist in must file a map showing the new boundary the city, and seeing that such a proclama- with the secretary of state and the state tion is published-in a legal newspaper or, demographer and must post it in the if there is no legal newspaper in the city, clerk's office at least 30 days before the posting a copy in three public places; 12 change becomes effective. 7. Tax settlement receipts from the county Fire and police department statements. 21 On treasurer; and 13 or before June 1 each year, the clerk of each city that has an organized fire department and an in- 8. Receipts which court officers obtain from corporated relief association or a special fire the treasurer for payment of fines into the department fund must certify that fact to the treasury. 14 county auditor and the commissioner of insurance. (In the case of a non-profit firefighting corpora- The clerk, even though no longer the local tion, the secretary must file the certificate.) If the registrar of vital statistics,should keep the records insurance commissioner does not receive the cer- the city accumulated during the years when the tificate within the prescribed time,the city or non- clerk did perform this duty. The clerk should profit firefighting corporation forfeits its rights to answer inquiries concerning the records, but benefits for the year. beyond this the clerk has no further duties in this regard. The same information is due by June 1 with • • respect to the police department relief association Handbook for Minnesota Cities Page 127 • • City Administrative Staff or special fund to qualify for special police depart- the position. 27 Besides approving the appoint- ment aid. ment, the council should provide for payment of the deputy's salary from city funds. Other duties. In addition to the above duties, the clerk must: If the city doesn't have a deputy clerk and the regular clerk is absent from the city or is disabled, 1. Take and certify acknowledgments and the council may, on its own authority, appoint a administer oaths; 22 deputy clerk who serves only during the absence or disability of the regular clerk. 28 2. Issue licenses and enforce countywide dog regulations, in counties that have these A deputy may perform all duties of the clerk, regulations; 23 except for that of a Standard Plan clerk serving as • a council member. While state law does not re- • 3. Receive notice and inform the council of quire bonding the deputy, it is advisable when the convictions for liquor violations involving position requires handling money. The clerk is people holding liquor licenses in the city; responsible for all official actions of the deputy. and 24 03 ,Z,-41,4, 41 Treasurer o1-e-c-- Co. 4. Prepare and present to county officials, '` when the city is vacating streets, alleys, or The treasurer mud receive and safely keep all other public ground, a notice stating that city money, including liquor store funds. 29 This the city has met all necessary requirements means that he or she must enter promptly all for taking such action. 25 receipts in an account book, showing the date, source, kind, and amount of each payment; and Elected Clerks deposit all money immediately in the city's official depository. To pay out city funds, the treasurer In most Plan A cities the position of clerk has must in writing draw up an order, the council must become a full-time job. In Standard Plan cities audit and allow it, and the mayor and clerk must where the clerk is an elected, voting member of sign it. (See Part VI.) the city council, a different situation occurs. The treasurer must have the books and records In many Standard Plan cities, the clerk no longer available for inspection at any time.After the close spends a large amount of time performing duties of each calendar year, the treasurer must prepare of a clerk: Instead, the elected clerk has become and file with the clerk a detailed account of that more like a regular council member who super- year's receipts and disbursements. vises a deputy clerk, a city employee who performs the day-to-day operations of the clerk's office. When the treasurer leaves office,he or she must deliver all city papers, books, and money to the The elected clerk, in this situation, is usually successor as soon as the new treasurer qualifies fully employed in another job in the private sector for office and begins the term. An outgoing and performs the clerk's statutory and supervisory treasurer should completely close the books before duties on a limited, part-time basis. Some Stan- passing them on. dard Plan cities even hire an administrator to work under the supervision of the entire council. This In addition to these duties, the treasurer must: person performs many duties the clerk normally does. 1. In certain instances, designate a bank as the official depository for city funds if the Deputy Clerk council fails to take action; 3U The statutes allow the position of deputy clerk 2. Receive fees, fines, and other payments due in any statutory city. Only the clerk, with the con- to the city and give out receipts for them; sent of the council, may appoint and remove the and 31 deputy. 26 The attorney general has interpreted 3. Handle and sinking funds"with the consent of the city council" to mean thatcordingto investmentcouncil instructions.dsinkin32 ac- the council must approve the clerk's nominee for Page 128 Handbook for Minnesota Cities Chapter 7 With the written approval of the council, the direct the work load, report to the council and the treasuer may destroy certain financial records. 33 general public, and prepare and execute the (See Part VII.) budget. Deputy Treasurer Manager • - The provisions authorizing appointment and Plan B cities and most charter cities have a city removal of a deputy treasurer are the same as manager. The functions of governing the city are those for a deputy clerk except that the treasurer clearly divided in city manager cities. The makes the appointment and is responsible for the manager performs all of the administrative duties deputy's actions. 34 Since the deputy may handle (such as hiring employees, enforcing city or- money, the council should require a deputy dinances,and budget preparation),while the coun- treasurer to file an official bond. cil makes all policy and legislative decisions. Administrator B. Qualifying for Office Standard Plan and Plan A city councils may, by "Qualifying for office" means that an elected or ordinance, establish a position much like that of appointed official takes the official oath and files city manager in Plan B cities. The city may assign a bond if necessary for the position. It is not the coordinating duties of the city administrator to the same as "qualifications for office" which refers to city clerk, deputy clerk, or a special administrative an individual's abilities and charateristics. officer. The duties must be ministerial . The courts will not permit the delegation of legislative The act of qualifying for office should take place discretion. The duties which the council may within the statutorily prescribed time limit. delegate are the supervision of workers, account- Failure to do so creates, upon declaration of the ing, preparation of reports, factual determination, council, a vacancy in the office for which the offi- and execution of council policies. The ad- cial should qualify. ministrator may not hire and fire employees nor make purchases and let contracts unless the coun- Oath of Office cil sets standards governing this action. 35 Whether or not officials need a bond,they must Some problems arise when the duties of this take and sign an oath of office before exercising position are not clear. The city should have a any of their powers or duties.This includes mem- detailed job description for this position. 36 bers of councils, boards, commissions, and ad- ministrative officers.38 This applies to appointive A new concept in city administration involves as well as elected officials. The oath is as follows: the "circuit riding" administrator. Several small cities may agree to share the benefits of a profes- "I(name) do solemnly swear to support the Con- sional administrator by sharing the financial bur- stitution of the United States, the Constitution of den as well as the time of the administrator. 37 the State of Minnesota, and to discharge faithfully the duties of the office of!insert brief description Except in Plan B and charter cities, department of office) of the City of Minne- managers are directly responsible to the council. sota, to the best of my judgment and ability, so help While they may make decisions of a daily, routine me God." nature, all questions of major policy must go to the council. If the officer objects to an oath on religious grounds, the word "affirm" can substitute for the In Plan B cities, however, the department head word "swear" and the phrase "and this I do under is directly responsible to the city manager, and as the penalties of perjury" for the phrase "so help a result,must make the reports, submit the budget, me God." Such an affirmation has the same legal and be directly subordinate to the manager. effect as an oath. 39 In fulfilling their supervisory functions, ad- Any person with authority to take and certify ministrative officials should oversee long and acknowledgments may administer the oath.There- _ . short-term departmental planning, organize and fore,the city clerk, a justice of the peace, a notary Handbook for Minnesota Cities Page 129 MEMORANDUM TO: Samantha Orduno, Clerk - Administrator FROM: Don Brager, Finance Director - Treasurer DATE: March 3 , 1993 SUBJECT: Comments on Chapters 7 & 8 of the City Charter CHAPTER 7 Section 7. 04 Submission of Budget Subd. 2 Suggest a rewrite for clarity and correct terminology. "An annual budget. shall be prepared for each utility operated by the City. Each budget shall include estimated revenues, expenses, and net income or net loss. " Section 7. 05 Long Term Financial Plan A)" Subd. 5 I believe that this subdivision should be i Le included in Subd. 3 Capital Improvement � �� � / Plan. A capital budget is part of a AcapiL tal improvement plan. �1 Section 7. 06 Council Action on Budget Subd. 1 The State's Truth In Taxation Law prescribes notices to taxpayers of the City' s budget hearing and the time frame in which the budget hearing should be held. Perhaps a phrase such as " . . . or as provided for by State Statute" . CONTINUED NEXT PAGE CHAPTER 8 Section 8. 04 Procedure Subd. 2 This states that if a proposed public improvement project is to be paid for by less than 100% special assessments a majority of voters who voted for Mayor in the last regular municipal election may • petition against either the improvement or the assessment formula or both. I assume that the thought here was that property taxes might be used, along with assessments, to pay for the improvement. As a consequence the general public may have a say in the project through the petition process. The property tax is not the only source of financing for public improvement projects. Other sources include,but are not limited to: Municipal State Aid(MSA) Construction Allotments, monies which may be left in another public improvement project after the improvement has been completed, monies which may be left in a bond fund after all the bonds have been paid, and storm water management fees. Should the voters have the right of petition if non property tax dollars are used? it te fr tY tel" h`' 0✓ r 10 P. 0_ 4 o , ' 4tijy! ' to-, ti 14:4.-ti" 1 , 't 1?) ie-,;yuu 0 4 , dr_ , 1 kdV?:fAAV±Y-' \ )'' \V)') ' pi‘Yj 9-, e 5:1;7 1"i1'; ' 412.141 STATUTORY CITIES 466 r l'. r the city, and shall promptly enter in a book provided for the purpose an account of all _ . ' f moneys received and disbursed as treasurer, showing the source and objects thereof --: } `; with the date of each transaction.The treasurer shall pay out money only upon the writ- 1. ` �F ten order of the mayor and clerk, or such other officers of independent boards or com- � I ` missions as are authorized to issue orders in the case of board or commission : .�i' operations. Such orders when paid and canceled shall be retained as treasurer's.vouch- ,1-. .; ers. Such accounts and vouchers shall be exhibited to the council upon its request.•The y I';` treasurer shall deliver to a successor all books,papers and money belonging to the city. - h#` tt.f: Y The • treasurer shall immediately after.the close of the calendar year make out and file '; 1-: with the clerk for public inspection a report of balances, receipts and disbursements.by M ,.0 , "it{'=' funds for the year.The treasurer may,with the consent of the council appoint.a deputy r� E;i treasurer for whose acts the treasurer shall be responsible and whom the treasurer may T , .)11: remove at pleasure. In case of the treasurer's absence from the city or disability; the: Gfill,. council may appoint a deputy treasurer, if there is none, to serve during such absence : ;�' ?'N') or disability. The deputy may discharge any of the duties of the treasurer. •�� '� :� ,; History: 1949 c 119 s 17; 1951 c 378 s 5; 1973 c 123 art 2 s 1 subd 2; 1986 c 444 ; To;' 412.15 [Repealed, 1949 c 119 s 110] elk, f' AK''!A ��,, )14),.t 412.151 DUTIES OF CLERK. •t tlix f\ ,e tom- o-, r Subdivision 1. The clerk shall give the required notice of each regular and special f11:1475 ',- V` A" ` election,record the proceedings thereof,notify officials of their election or appointment ' ' !WC: to office, certify to the county auditor all appointments and the results of all city elec- # ` l�z [� tions.The clerk shall keep(1)a minute book, noting therein all proceedings of the coun- 3 11 cii; (2) an ordinance book to record at length all ordinances passed by the council;and ., 1 ': 1> .� (3) an account book to enter all money transactions of the city including the dates aridT I ,, . Lft: , I „-t, amounts of all receipts and the person from whom the money was received and all ;.. % "1. ' .. � ��� orders drawn upon the treasurer with their payee and object. Ordinances,,resolutions, �;d, �; ' 44-i" � and claims considered by the council need not be given in full in the minute book if " t �' they appear in other permanent records of the clerk an• d can be accurately identified F:, from the description given in the minutes. The clerk shall act as the clerk and book- . * , '- b keeper of the city, shall be the custodian of its seal and records, shall sign its official A rAP ; 1 i; u ' papers, shall post and publish such notices, ordinances and resolutions as may be fi. l,; • A1.-1. �'�rt.416'required and shall perform such other appropriate duties as may be imposed by,the� Y ` 1. a council. For certified copies, and for filing and entering, when required, papers not : �`' J�� relatingto citybusiness, the clerk shall receive the fees allowed by law to town clerks; <-, � t.-,.;',i 7 but the council may require the clerk to pay such fees into the city treasury. With the 1, , consent of the council, the clerk may appoint a deputy for whose acts the,clerk shall � e� be responsible and whom the clerk may remove at pleasure. In case of the clerk's 41 41- absence from the city or disability, the council may appoint a deputy clerk, if there is f 14[ . ,°:Vq: none, to serve during such absence or disability. The deputy may discharge any of the ' -f,!_!'', duties of the clerk, except that deputy shall not be a member of the council. ,;t{ , I ' Subd. 2.The council by ordinance may delegate all or part of the clerk's bookkeep-�., tk ing duties to another officer or employee. The officer or employee who by ordinance is `- ' ' ; made responsible for the clerk's bookkeeping duties shall furnish a fidelity bond condi- y i1 ' tioned for the faithful exercise of duties.The council may provide for the payment from ,; city funds of the premium on the official bond.If the bookkeeping functions of the clerk are delegated to the city treasurer, the council shall provide for an annual audit of.the city's financial affairs in accordance with the minimum procedures prescribed by the state auditor. A copy of the ordinance shall be provided to the state auditor. " .1-' ' 'f� 44 (,i History: 1949 c 119 s 18; 1951 c 378 s 6; 1953 c 735 s 3; 1973 c 123 art 2 s 1 subd � 4} 0� 2; 1984 c 384 s 1; 1986 c 444 • . ` =; 4 : -.> Via. ,COITY OF 1111 QUADS Phone: (612) 784-3055 0 Fax: (612) 784-3462 "Quite Simply the Best" MEMORANDUM . }\(TO: CHARTER COMMISS O ` FROM: SAMANTHA ORDUNO DATE: MARCH 3 , 1993 RE: COMMENTS ON CITY CHARTER, CHAPTER 6 ***************************************************************** Below please find my comments on Chapter 6 of the Mounds View City Charter. Point of clarification: All references to the position of Clerk-Administrator are 'abbreviated as CA. Don Brager's comments on Chapters 7 and 8 are also attached to this memorandum. Section 6. 01 If the CA is appointed to "assist in the administration of City affairs" , and the list of the position duties is detailed, then for the purpose of consistency, consideration may need to be given as to what the Council's role in that administration shall be. Section 6. 02 , Subd. 1 While the original intent may have been to give tacit consent to the CA delegating duties, the language here is contradictory to that "intent" . Subd. 2 The City Council formally appoints all employees, full-time and part-time, upon recommendation from the CA. Determinations as to qualifications, job descriptions, skills testing, interview procedures and reference checks are generally delegated to the CA. Personnel Administration is perhaps one of the most complex professions today. In the public sector with the restrictions and regulations put forth by such laws as Veteran's Preference, American Disabilities Act, Human Rights legislation and labor relations, it is difficult for a City Council to keep abreast of the almost daily changes that are mandated in the area of personnel. And, one wrong action could result in litigation costing the City thousands of dollars. PRINTED WITH OD SOYINK 2401 Highway 10• Mounds View, MN 551 1 2-1 499 recycled paper CHARTER COMMISSION PAGE TWO MARCH 3, 1993 Subd. 3 This is done at the first work session of each quarter. However, the Council receives written weekly updates from each department throughout the year as well as are advised of events/activities/ issues/problems at each work session and/or Council meeting. If the quarterly report was mandated in order to increase public awareness of department actions, it is not the best avenue by which to communicate such information. More information is reported to more people in the City newsletter than a quarterly report presentation before the City Council. Section 6. 03 Subd. 1 The duties/responsibilities outlined in this subdivision are delegated to the Deputy Clerk who also serves as the Administrative Secretary. I supervise each activity and am ultimately responsible for the consequences of the actions but do not physically perform the duties. Subds. 2 & 3 The responsibility for taking the minutes, preparing the minutes and maintaining the official record of the minutes and ordinances is delegated to the Deputy Clerk. She does the actual work, I supervise and review the performance of the work. Subd. 4 This is delegated to the Finance Director who delegates the responsibility to the City's accountant. This responsibility, while designated to the CA, is also designated as the responsibility of the City Treasurer in Section 6. 04 - see comments on that Section as well as the information from the League of Minnesota Cities Handbook that I have attached. Subd. 5 The first sentence of this subdivision does not belong in a section describing duties. The second sentence is redundant. These duties are already clarified by the inclusion of the first sentence of Subdivision 1: "The duties of the Clerk-Administrator. . . shall include the duties of the Clerk in a statutory city. " As a point of clarification, I sign all official papers, supervise the publication of notices and ordinances and am ultimately responsible for completion/implementation. CHARTER COMMISSION PAGE THREE MARCH 3 , 1993 Sentence 3 -money received in the City for all transactions are made to the appropriate accounts as set forth in the City Budget. I do not personally receive any direct funds. Receipt of monies is delegated to the appropriate staff member and coded immediately and directly to the appropriate fund through a computerized accounting system. The final part of this section needs clarification. There is currently a deputy clerk who performs many of the clerical duties of a "clerk" . She does not now nor will she in the future serve as Deputy Clerk-Administrator in my absence. There is an Assistant to the Clerk-Administrator who takes over in my absence. However, he is not the Deputy Clerk. It is a semantics problem, but one that does have ramifications if the Charter were to be followed as written. At the very least a simple word change from Deputy to Acting Clerk-Administrator would suffice. Subds. 6 & 7 The duties/responsibilities outlined so specifically here are "givens" in today's professional municipal organization. Subds. 8 & 9 I am responsible for the preparation and presentation of the budget, capital improvement plan and financial statement. It is a collaborative effort of all department heads and myself and is prepared only after the Council and staff have determine policy/program/service and activity priorities, examined legislative implications and external/internal financial restrictions/restraints. Subds. 10, 11 & 12 I perform the duties/responsibilities described in these subdivisions. However, each responsibility outlined is considered a "professional given" in accordance with professional ethics and organizational management philosophy and practice. In cases where it is not practiced, you will not see that person around for long, in the position or in the profession. Subd. 13 This is covered in previous sections as duties designated for a clerk in a statutory city. For point of clarification, I am responsible for the elections; however, much of the day-to-day activities are delegated to the Deputy clerk. CHARTER COMMISSION PAGE FOUR MARCH 3, 1993 Subd. 14 This is done as per the City's Personnel Policy and procedures dictated by State and Federal law. Subd. 15 The Council appoints all staff, but the Charter specifically details cooperative working relations with the engineer and City Attorney. What was the rationale here and is it relevant to outline only specific interpersonal behaviors or any interpersonal behaviors. I would think that any Administrator would work cooperatively with all staff and consultants as a matter of professional ethics and. Again, if that is not the case, that person rarely lasts long in the position. Subd. 16 Preparation of press releases are made by various staff members depending on the subject matter. I direct and oversee the public relations program, but do not perform the work myself. Subds. 17, 18 & 19 Again, these actions are "givens" in today's professional municipal operation. Subd. 20. Covered in Subdivision 9. Subd. 21 A given. Section 6. 04 The duties of a statutory treasurer are similar, if not the same, to those that are detailed in Section 6. 03 , Subdivisions 4 & 5 - the duties detailed for the Clerk-Administrator. Was the intent that there be two "sets of books" - that the Clerk-Administrator and the treasurer each keep a set of books? City Administrative Staff Chapter 7 This chapter explores the duties of various city ficer. Other positions most cities have are the-ad- officials, the requirements for qualifying for of- ministrator, librarian, liquor store manager, fice, and the problem of incompatible offices for recreation director, street superintendent, elected and appointed officials. Topics are: engineer, and utilities superintendent. Small cities often hire several people on a part-time basis, or A. Appointed Officials and Employees one or two full-time people to perform many B. Qualifying for Office duties. Sometimes they share services of an C. Incompatible Offices employee with other small cities under the joint D. How this Chapter Affects Home Rule powers act. Charter Cities While these positions are common to large and A. Appointed Officials and • small cities alike, the actual duties of some employees often depend on the size of a city and Employees the complexity of its organizational structure. A supervisory administrative official may or may not Statutory city councils have complete freedom devote part of his time to direct participation in to create whatever positions they find necessary in the functional activities of the department.For ex- addition to those the statutes require. They may ample, police chiefs in smaller cities may spend a assign duties to these officials as long as such ac- major portion of their time working in patrol cars, tions promote the public welfare and are consistent devoting only a few hours per week to supervisory with state law. This may also be true in a home activities. rule city, depending on its charter provisions. Non-elective officers and employees in cities fall Statutory Appointive Offices into two groups.The city often hires officials such The statutes require cities to hire people to fill as the attorney, health officer, auditor, architect, several positions. and others as consultants. Their compensation is frequtly on a retainer, a contract, or some other Assessor fee basis. Other officials are full and part-time employees to whom the city pays either a salary or a wage. Some cities employ these officials on the Cities of the first class and cities with a popula- tion of 30,000 or more, which are in counties not basis of a merit system or under civil service. having a countywide assessment system,must have Non-Statutory Offices a city assessor. The assessor performs both the duties of a local assessor and county assessor, ex- Although the law does not require it, most cities cept that the county assessor retains supervisory duties. 1 appoint an attorney, police chief, and health of- Handbook for Minnesota Cities Page 125 City Administrative Staff Although the city code authorizes the appoint- usually supervises the daily administration of city ment of a city assessor,2 a later law required cities business, such as keeping records, writing letters, with a population of less than 10,000 which and keeping accounts. Oftentimes the clerk sees employed a city assessor after 1972 to notify the that city employees carry out council decisions. . commissioner of revenue that they had a licensed The clerk has several statutory duties. assessor. If the city did not give this notice, the county assessor assumed the duties of the city as- Executive officer for the council.The clerk is the sessor. 3 Since June 15, 1975 city assessors must executive officer for the statutory city council . be licensed. 4 With the approval of the commis- Clerks perform this duty in many charter cities as sioner of revenue,any city under 10,000 population well. In this capacity, the clerk does the following: which does not now have a city assessor may reinstate the office of city assessor by hiring a 1. Keeps records of all council proceedings, licensed assessor. 5 including preparing minutes of council meetings and maintaining the ordinance The department of revenue has information on book; the state certification program. 2. Handles all correspondence on behalf of Clerk and Treasurer the council; Plan A cities must appoint a clerk and a 3. Draws up agendas and prepares or super- treasurer, or a clerk-treasurer. Because the vises the preparation of other working treasurer's duties are, in most respects, the same papers the council uses at the meetings; as the clerk's duties, many cities think the former and office is unnecessary. The law authorizes integra- tion of the offices into the single position of clerk- the clerk.In many cities,the clerk also does treasurer. Cities under Optional Plan B have al- this for administrative boards such as the ways been able to combine the position of utilities commission. treasurer with that of any other city administrative officer except the manager. Elections.The clerk handles most of the details The city council, by ordinance, may delegate all involved in conducting city elections. or part of the clerk's bookkeeping duties to an- Financial responsibilities. Except for those other officer or employee. 6 The person respon- records the treasurer must keep, the clerk main- sible for these duties must be bonded. If the city makes the treasurer responsible for all bookkeep- tains all financial records.Where the city has com- ing functions, the city must audit its financial bined the office of clerk and treasurer, the clerk records. Copies of the ordinance delegating the performs all duties.In addition,the clerk must an- • bookkeeping functions must go to the state nually prepare three different financial reports. auditor. (See Part VI.) Civil Defense Director_-. .__ .,. .- _ If the council makes appropriations or allot- ments under a budget, the clerk usually has the duty of administering the budget. All cities must have a civil defense director who is responsible for all civil defense activities in the The city must make monthly payroll deductions city in conformity with regulations of the division for the public employees' retirement association of emers.ency services of the department of public and Social Security contributions from each safety. TMany smaller cities have designated their employee and remit them and the employer's con- fire chief as civil defense director. tributions to the appropriate state officer.A state- Clerk of the amount of these deductions, the amount of salaries from which they came, and the names of the employees for whom the city is The clerk is a central figure in any city govern- making the payment must accompany the pay- ment, with a wide variety of duties and respon- ments. The preparation of this statement is the sibilities. Not only does the clerk execute many of duty of each department head in the city, but the city's governmental functions, but he or she Page 126 Handbook for Minnesota Cities Chapter 7 where the city does not have separate department The clerk is entitled to receive a fee for prepar- heads or where some city employees are not ing certified copies of official documents and for directly accountable to any particular department filing and entering papers not related to city busi- head, the clerk should make the deductions and ness. 15 The council may requiretheclerk to pay file the necessary returns. such fees into the city treasury. 16 As the general city administrative officer in Certification. The clerk should certify and sign charge of payroll, the clerk must also withhold the following documents,attesting to their validity: state income taxes from the paychecks of all employees. 1. Local approval of special laws pertaining to the city. (See Chapter 6); Executing official papers. The clerk must join with the mayor in signing all legal papers on behalf 2. Indebtedness in proceedings regarding of the city. changes in city boundaries; Filing official documents. It is the duty of the 3. Special assessments to the county auditor; clerk to accept and keep on file the following of- ficial documents: 4. Plats of land within the city, after council approval; 17 1. The oath and bond of each city official (except the assessor); 8 5. All tax levy resolutions the council passes (due on or before October 10 of each 2. Certificates of intention to control a year); 18 warehouse for the storage and sale of packing house products; 9 6. Change of regular city election date, and notify the secretary of state and the county 3. Claims against the city; auditor immediately; i9 4. Clerk's financial statement and treasurer's 7. Use of voting machines, certification must statement; i0 go to the secretary of state within 30 days of adoption; and z0 5. Any state auditor's reports on city affairs which the clerk may receive; 11 8. Precinct boundary changes. When a city changes a precinct boundary, the clerk 6. Proclamations stating that rabies exist in must file a map showing the new boundary the city, and seeing that such a proclama- with the secretary of state and the state tion is published-in a legal newspaper or, demographer and must post it in the if there is no legal newspaper in the city, clerk's office at least 30 days before the posting a copy in three public places; 12 change becomes effective. 7. Tax settlement receipts from the county Fire and police department statements. 21 On treasurer; and 13 or before June 1 each year, the clerk of each city that has an organized fire department and an in- 8. Receipts which court officers obtain from corporated relief association or a special fire the treasurer for payment of fines into the department fund must certify that fact to the treasury. 14 county auditor and the commissioner of insurance. (In the case of a non-profit firefighting corpora- The clerk, even though no longer the local tion, the secretary must file the certificate.) If the registrar of vital statistics,should keep the records insurance commissioner does not receive the cer- the city accumulated during the years when the tificate within the prescribed time, the city or non- clerk did perform this duty. The clerk should profit firefighting corporation forfeits its rights to answer inquiries concerning the records, but benefits for the year. beyond this the clerk has no further duties in this regard. The same information is due by June 1 with respect to the police department relief association Handbook for Minnesota Cities Page 127 • City Administrative Staff or special fund to qualify for special police depart- the position. 27 Besides approving the appoint- ment aid. ment, the council should provide for payment of the deputy's salary from city funds. Other duties. In addition to the above duties, the clerk must: If the city doesn't have a deputy clerk and the regular clerk is absent from the city or is disabled, 1. Take and certify acknowledgments and the council may, on its own authority, appoint a administer oaths; 22 deputy clerk who serves only during the absence or disability of the regular clerk. 28 2. Issue licenses and enforce countywide dog regulations, in counties that have these A deputy may perform all duties of the clerk, regulations; 23 except for that of a Standard Plan clerk serving as a council member. While state law does not re- 3. Receive notice and inform the council of quire bonding the deputy, it is advisable when the convictions for liquor violations involving position requires handling money. The clerk is people holding liquor licenses in the city; responsible for all official actions of the deputy. and 24 Treasurer c.,?1-e-c (e C3 4. Prepare and present to county officials, when the city is vacating streets, alleys, or The treasurer mud receive and safely keep all other public ground, a notice stating that city money, including liquor store funds. 29 This the city has met all necessary requirements means that he or she must enter promptly all for taking such action. 25 receipts in an account book, showing-the date, source, kind, and amount of each payment; and Elected Clerks deposit all money immediately in the city's official depository. To pay out city funds, the treasurer In most Plan A cities the position of clerk has must in writing draw up an order, the council must become a full-time job. In Standard Plan cities audit and allow it, and the mayor and clerk must where the clerk is an elected, voting member of sign it. (See Part VI.) the city council, a different situation occurs. The treasurer must have the books and records In many Standard Plan cities, the clerk no longer available for inspection at any time.After the close spends a large amount of time performing duties of each calendar year, the treasurer must prepare of a clerk. Instead, the elected clerk has become and file with the clerk a detailed account of that more like a regular council member who super- year's receipts and disbursements. vises a deputy clerk,a city employee who performs the day-to-day operations of the clerk's office. When the treasurer leaves office,he or she must deliver all city papers, books, and money to the The elected clerk, in this situation, is usually successor as soon as the new treasurer qualifies fully employed in another job in the private sector for office and begins the term. An outgoing and performs the clerk's statutory and supervisory treasurer should completely close the books before duties on a limited, part-time basis. Some Stan- passing them on. dard Plan cities even hire an administrator to work under the supervision of the entire council. This In addition to these duties, the treasurer must: person performs many duties the clerk normally does. 1. In certain instances, designate a bank as the official depository for city funds if the Deputy Clerk council fails to take action; 3U The statutes allow the position of deputy clerk 2. Receive fees, fines,and other payments due in any statutory city. Only the clerk, with the con- to the city and give out receipts for them; sent of the council, may appoint and remove the and 31 deputy. 26 The attorney general has interpreted "with the consent of the city council" to mean that 3. Handle investment and sinking funds ac- the council must approve the clerk's nominee for cording to council instructions. 32 Page 128 Handbook for Minnesota Cities Chapter 7 With the written approval of the council, the direct the work load, report to the council and the treasuer may destroy certain financial records. 33 general public, and prepare and execute the (See Part VII.) budget. Deputy Treasurer Manager - The provisions authorizing appointment and Plan B cities and most charter cities have a city removal of a deputy treasurer are the same as manager. The functions of governing the city are those for a deputy clerk except that the treasurer clearly divided in city manager cities. The makes the appointment and is responsible for the manager performs all of the administrative duties deputy's actions. 34 Since the deputy may handle (such as hiring employees, enforcing city or- money, the council should require a deputy dinances,and budget preparation),while the coun- treasurer to file an official bond. cil makes all policy and legislative decisions. Administrator B. Qualifying for Office Standard Plan and Plan A city councils may, by "Qualifying for office" means that an elected or ordinance, establish a position much like that of appointed official takes the official oath and files city manager in Plan B cities. The city may assign a bond if necessary for the position. It is not the coordinating duties of the city administrator to the same as "qualifications for office" which refers to city clerk, deputy clerk, or a special administrative an individual's abilities and charateristics. officer. The duties must be ministerial . The courts will not permit the delegation of legislative The act of qualifying for office should take place discretion. The duties which the council may within the statutorily prescribed time limit. delegate are the supervision of workers, account- Failure to do so creates, upon declaration of the ing, preparation of reports, factual determination, council, a vacancy in the office for which the offi- and execution of council policies. The ad- cial should qualify. ministrator may not hire and fire employees nor make purchases and let contracts unless the coun- Oath of Office cil sets standards governing this action. 35 Whether or not officials need a bond, they must Some problems arise when the duties of this take and sign an oath of office before exercising position are not clear. The city should have a any of their powers or duties. This includes mem- detailed job description for this position. 36 bers of councils, boards, commissions, and ad- ministrative officers.38 This applies to appointive A new concept in city administration involves as well as elected officials. The oath is as follows: the "circuit riding" administrator. Several small cities may agree to share the benefits of a profes- "I(name) do solemnly swear to support the Con- sional administrator by sharing the financial bur- stitution of the United States, the Constitution of den as well as the time of the administrator. 37 the State of Minnesota, and to discharge faithfully the duties of the office of (insert brief description Except in Plan B and charter cities, department of office) of the City of Minne- managers are directly responsible to the council . sota, to the best of my judgment and ability, so help While they may make decisions of a daily, routine me God." nature, all questions of major policy must go to the council. If the officer objects to an oath on religious grounds, the word "affirm" can substitute for the In Plan B cities, however, the department head word "swear" and the phrase "and this I do under is directly responsible to the city manager, and as the penalties of perjury" for the phrase "so help a result, must make the reports, submit the budget, me God." Such an affirmation has the same legal and be directly subordinate to the manager. effect as an oath. 39 In fulfilling their supervisory functions, ad- Any person with authority to take and certify ministrative officials should oversee long and acknowledgments may administer the oath. There- ,_ short-term departmental planning, organize and fore,the city clerk, a justice of the peace, a notary 1 Handbook for Minnesota Cities Page 129 MEMORANDUM TO: Samantha Orduno, Clerk - Administrator FROM: Don Brager, Finance Director - Treasurer DATE: March 3 , 1993 SUBJECT: Comments on Chapters 7 & 8 of the City Charter CHAPTER 7 Section 7 . 04 Submission of Budget Subd. 2 Suggest a rewrite for clarity and correct terminology. "An annual budget shall be prepared for each utility operated by the City. Each budget shall include estimated revenues, expenses, and net income or net loss. " Section 7.05 Long Term Financial Plan Subd. 5 I believe that this subdivision should be included in Subd. 3 Capital Improvement Plan. A capital budget is part of a capital improvement plan. Section 7 .06 Council Action on Budget Subd. 1 The State's Truth In Taxation Law prescribes notices to taxpayers of the City's budget hearing and the time frame in which the budget hearing should be held. Perhaps a phrase such as " . . . or as provided for by State Statute" . CONTINUED NEXT PAGE CHAPTER 8 Section 8. 04 Procedure Subd. 2 This states that if a proposed public improvement project is to be paid for by less than 100% special assessments a majority of voters who voted for Mayor in the last regular municipal election may petition against either the improvement or the assessment formula or both. I assume that the thought here was that property taxes might be used, along with assessments, to pay for the improvement. As a consequence the general public may have a say in the project through the petition process. The property tax is not the only source of financing for public improvement projects. Other sources include,but are not limited to: Municipal State Aid(MSA) Construction Allotments, monies which may be left in another public improvement project after the improvement has been completed, monies which may be left in a bond fund after all the bonds have been paid, and storm water management fees. Should the voters have the right of petition if non property tax dollars are used? CHAPTER 12 MISCELLANEOUS AND TRANSITORY PROVISIONS Section 12 . 01 Official Publication. The council • ral must annually designate a at least one legal newspaper of general circulation in the city as its official newspaper in which shallbe published city officials must publish ordinances and other matters • required by law ;and this charter` to be so published which this charter and othfer law require to be so published, as well as such other matters as the council may::iii4t.g.!areelit4t4.iii chooses , considering the public interest, to publish in this manner. Section 12 . 02 Oath of Office. Every officer of the city shall must, before entering upon undertaking the duties of this/her office, take and subscribe -an oath of office in substantially the following form: "I do solemnly swear (or affirm) to support the Constitution of the United States and of this state and to discharge faithfully the duties devolving upon me as (mayor, councilmember, clerk-administrator, etc. ) of the City of Mounds View to the best of my judgment and ability" . Section 12 . 03 City Officers not to be Interested in Contracts . Except as otherwise permitted by state law, no officer of the city, who is authorized to take part in any manner in any contract with the city, sYalI may voluntarily have a personal financial interest in or personally financially benefit from such contract. ar personally benefit financially therefrom Section 12 . 04 Official Bonds. The clerk-administrator, the city treasurer, and such any other officers or employees of the city as my be provided for by- ordnance as ordinance may require, must each, before entering upo undertaking the duties of his/her respective office or employment, give a corporate surety bond to the city in such form and in such amount as may be fixed by the council as security for the faithful performance of his/her official duties . This corporate surety bond may be `in the form o"f either individual: or blanket; bands at _the discretion of the council The council maw prescribe the formof such bonds as either individual or blanket bonds . They .shall be approved by t, e council, and :approved as to form by the `City Attorney, a filed with the clerk Adrinis:trator The premiums on the bonds shall be paid. by tie city. The pre iums an: the bonds: shall be paid by the city The council must approve such bonds, the city attornev'must approve the form of such bonds , and the city must Day the premiums and keen such bonds on file. Section 12 . 05 Sales of Real Property. No real property cif the Cit _.. y :;shall be__ d� sposed of excepty ordinaikce The city mai/ only dispose of real property by ordinance. The City must use, as far as possible, the proceeds of any sale of such property shal be used; as far >as possible to retire any outstanding indebtedness incurred by the 'city in the purchase, construction, or improvement of this or other property used for the same public purpose. if Mounds View City Charter Commission o Pr posed Charter Review Process I . The Larger Picture ( Step 1) A. review each section of the charter for concept and/or goal agreement (It is important to first have agreement on what we want to accomplish. Once agreement is made then we can have attorneys draft the necessary language. We can nitpik at the language at a later • time. ) B. identify and set aside those areas where agreement is not reached for a later discussion in the process C. discussion and concensus - areas identified earlier in B. II. Related parts to the larger picture (Step 2) A. review Council 's and Kennedy's discussion relative to the charter as a whole. 1 . first time through - adopt those where there is concensus on the concept 2. go back to those areas where further discussion is necessary to reach agreement 3. reach agreement on concepts or goals of all sections 4. agreement in the end is by majority rule III . Review proposed language of attorney (Step 3) A. reach agreement on semantics Meetings The second and fourth Tuesday of each month until work is completed. Dates: January 26 February 9, 23 March 9, 23 April 13, 27 Time: 7 - 10 p.m. HOLMES & GRAVEN CHARTERED Attorneys at Lime M.LEFEYRL JR. 470 Pillsbury Center,Minneapolis,Minnesota 55402 ROBERT 1.-BALL BERT A.ALSOP (612)337-9300 LAURA K.MOLLET NALD H.BATTY BARBARA L.PORTWOOD STEPHEN J.BUBUL Facsimile(612)337-9310 JAMES M.STROMMEN JOHN B DEAN JAMES J.THOMSON,JR. MARY G.DOBBC(S LARRY M.WERTHEIM STEFANIE N.GALEY BONNIE L W1LSL'7S CORRINE A.HEINE GARY P.WINTER JAMES S.HOLMES WRITER'S DIRECT DIAL DAVID L GRAvty(1929.1991) DAVID J.KENNEDY OF COUNSEL JOHN R.CARSON WELLINGTON H.LAW ROBERT C.CARLSON CHARLES L.LEFEVERE ROBERT L.DAVIDSON MEMORANDUM TO: Members of the Mounds View Charter Commission FROM: David J. Kennedy, Commission attorneyIC) DATE: November 4, 1992 RE: Discussion Draft -of Possible Charter Amendments Attached is a discussion draft containing a number of possible amendments to the charter together with comments on each proposed change. Many, but not all , of the points raised in Ms . Orduno ' s memorandum of July 30 are addressed in one way or another in the draft. One way of proceeding to consider these changes (a method I have found useful with other commissions) is to take them up one by one and make a preliminary decision about the desirability of each. Those that survive this first cut can then be revisited for a closer look at the language and a final recommendation. If the Commission finds the approach taken in this draft useful, it might consider authorizing me to proceed to review the entire charter in this way. There is something to be said for cleaning up the entire charter once you 've started. On the other hand, there are some constraints on your time and resources that may make that impossible . At this point, however, I think that kind of revision could be done within the budget set up by the City Council for this work. Finally, some of the comments refer to legal principles and authorities that I have not described fully. I hope that Commission members will feel free to ask me to elaborate on any point about which they are unclear. Attachment D43820 MU125-16 charters and there seems to be a good policy argument for retaining it. The phrase "members present" is added to remove any argument that all five council members must act on waiving the reading. 'These two sentences are copied from the state constitution but serve no useful purpose in the municipal context, and actually can raise more questions than they answer. 5Language rearranged for purposes of clarity III. Procedure on Resolutions. Section 3.08. Procedure on Resolutions. Every A resolution shell must be presented in writing and read in full before adoption unless the reading is dispensed with by unanimous consent of the Council members present.6 6See footnote 3 to Section 3.05. IV. Revision and Codification of Ordinances. Section 3.11. Review and Revision of Ordinances and Indexing of Recolutionc. Subdivision 1. The City Council chall may review, rcvice-and roarrango codify and recodifv itc ordinances code the ordinances of the city and i'tc rccolution index with every two ycarc pursuant to this section and law.' The ordinance code and tho rccolution index may be published prepared8 in book, pamphlet, or looseleaf form. and copies of the Code chall must be made available by the Ceuncl at the office of the clerk-administrator for general distribution to the public free or9 for a reasonable charge. Incorporation in Exch a code chall be Preparation of the code is sufficient publication of any an ordinance provision not previously published if a notice is placed published in the official newspaper for at least two succcc ivc weeko10 statim that copies of the codification code are available at the office of the clerk- administrator. lerk-administrator. 7The present charter section mandates indexing of resolutions and recodification of that index and the city ordinances at least once every two years. Record 113743658 2M1T125-16 and places of holding cuch the election. Failure to give skiekk the notice required by this section shall does not invalidate suekk the election.15 12This provision for advisory elections, is probably unique in Minnesota (thestatutorycity code permits it only on the question of joining a special district with taxing powers, but that authority has rarely, if ever, been used) . The draft deletes this language, and the commission should consider carefully reinserting it for the following reasons: (i) what questions may be the subject of advisory elections? As written, anything may be submitted; (ii) an irresponsible City Council could simply turn every tough decision over to the voters; (iii) if the election is advisory only the council need not follow the results, making a lot of voters unhappy to say the least; (iv) under Minnesota Statutes, Section 205.16, 20% of the voters can force a special election and having the ability to force an advisory election ona controversial subject could be a source of mischief on the part of either proponents or opponents; (v) a well-conducted survey will probably provide better results at a lower cost. 13This formulation makes it clear that only one notice, fifteen days prior, need be given. 14No time limit is stated. Should it be two weeks, one week, ten days? See Note 15. 151Minnesota Statutes, Section 205.16, has detailed notice provisions more useful than those stated here. The city probably follows the statute. A simple reference to state law would probably be better here. VII. Council Action on Budget - Section 7.06. Council Action on Budget. Subdivision 1. The budget and at subccepacEtt meetilags u#41 a beset is adopted for the encuing year.16 The council must, by a budget resolution, adopt the budget at the time required by law. The budget is the principal item of business at regular council meetings at the time required by law and at subsequent meetings until the budget is adopted) Tho mectingc &hall be-oe cendueted t be conducted in a manner to give interested 11.71C43658 4 MU125-16 • iBGiving the option of publication in the newsletter of the official newspaper would give the city Council some flexibility. 19The commission may want to consider removing this subdivision altogether. The truth in taxation law requires detailed information to be sent to the owner of each taxable parcel of property and the city's budget process extends from September to late December with mandatory public hear'.-igs after detailed published notice. It seems questionable that a summary budget would add much to the information available to the truly interested taxpayer. VIII. City Indebtedness `Section 7.10. Subdivision 2. • - -- ••_ = - - - = - = _ •= ==--= •- - - - 20 20The City Council has requested removal of this subdivision because of the difficulty of scheduling newsletter publication. Other reasons are: (i) If the bond issue has been approved by the voters, there is no reason to inform them again. (ii) If the bond issue is for a special assessment project, everyone affected has been fully notified. (iii) If the bond issue is supported only by revenues, not taxes, there seems to be no reason for publication of intent to issue. (iv) If the bond issue is supported by tax increment, numerous public hearings will have preceded the issuance. Section 7.12. Emergency Debt Certificates.21 21This section duplicates state law, Minnesota Statutes, Section 475.754 and should be deleted. IX. Public Improvements and Special Assessments Section 8.02. Effective Charter Provisions. Local improvemen4s (the term "local improvement's hall mean means a public improvement financed partly or p wholly from special assessments against benefitted proper v may be carried out exclusively under the provisions of this chIpter or state law.22 DJS43658 • 6 MU125-16 JJ and (ii) require ordinances. except ordinance appropriating money or authorizing the levy of taxes, enacted by the Council to be referred to the voters of the city for aDDroval. These Dowers are the initiative and referendum. resDectively.26 Section 5.08. Recall.25 24The present Section 5.01 is overbroad and almost certainly invalid in extending initiative and referendum (IR) to resolutions and "measures." The courts have held that IR applies only to legislative matters and does not extend to administrative matters. Legislative matters are embodied in ordinances that, in effect, establish law, proscribe certain conduct and impose penalties for violation. All other City Council actions are administrative in nature (e.g. , setting employee salaries, approving subdivisions, granting permits and licenses, etc. ) . The suggested language makes it clear that only ordinances are subject to IR and goes further to except any ordinance levying taxes or apportioning money. These exceptions are almost universally contained in IR charter provisions and are sound from a policy point of view since the financial management of the city and its need to meet its financial obligations in an orderly fashion should not be continually subject to voter review. 25The recall has also been stricken. The Minnesota Supreme Court has removed the usefulness of that device by holding that recall is only available in the case of malfeasance or nonfeasance in office. Thus, the recall is not available for its intended purpose of making an incumbent stand for re-election because of voter displeasure with the incumbent's performance. r DJX43658 MJ125-16 8 10/30/92 10:25 HOLMES & GRAVEN NO.002 001 ^" HOLMES & GRAVEN, CHARTERED 470 PILLSBURY CENTER MINNEAPOLIS, MN 55402 (612) 337-9300 FAX # (812) 337-9310 Date: October 29, 1992 Our File No.: MU125-18 TO: Samantha Orduno FAX #: 784-3482 FROM: David Kennedy Direct Dial #: (612) 337-9232 COMMENTS: Number of pages including cover sheet: 11 If a problem arises, call Service Center at (612) 337-9300 NOTICE OF CONFIDENTIAL INFORMATION: This fax contains confidential information which is legally privileged. The information is for the sole use of the intended recipient(8) listed above. Distribution or disclosure to any individuals not so listed is strictly prohibited. 10/30/92 10:26 HOLMES & GRAVEN NO.002 002 HOLMES & GRAVEN CHARTERED Jos&M.Lawn..]t Ammo It Lw 470 Mbar!Omar,plisesepulb„Mloaaota SS402 Do0ttT J.LDIDALL ROaIIT A AIX* (412)22?-9704 LAMA K.MOLLZT R0MW H.BATiT BAZUSA L Powwow MewJ.DUNK Um= (S12)3374310 JAMS M.Summar JAm=J.?mom a pasII DSA>t LAt1Y M.WUTU MAR LM MART G. N.GAM Bolont L WILSON raw=N. GARY P.WIlTta CommA.®'t R'!!DIRECT DIALLu o S..HoUDD WRITEDAvut L GLtVIN(1I04.144 pool 337-9232 of oat061E1. JOON L LalitMN ROUST G.CARLSON wIzADNFI°x L1�v'als f o CHASM VIA RAPIFAX AND MAIL ROM?L DAVIDSON 4 !a October 29, 1992 Samantha Orduno City Administrator City of Mounds View 2401 Highway 10 Mounds View, MN 55112-1499 Dear Samantha: Enclosed find the charter commission material we spoke about. If you have any comments, let me know. If not, I 'll assume you' ll mail them with the notice of the commission meeting on November 12. You truly, at/ Dav • . Kennedy DJK:jes Enclosures cc: Jim Thomson (w/enclosures) B31i43018 10712516 10/30/92 10:26 HOLMES & GRAVEN NO.002 003 HOLMES & GRAVEN CHARTERED Attariwys at Ln JOWl M.L ME,31. 470 Pillsbury Conga,Mbassepolis.Mamma 5S103 ROMEET J.LJNDALL MoulT A.ALE* (612)337. 300 LURA E.Moral' RoXALD H.8AT1Y SAIDADA L POt1w00D STORM J.BOWL Fhalodb(in)337.1310 lugs 14,MONISM Joint B.DR i JAMB J.TRO1oOR,31. MARY G.DOOM, Loma M.WWTi= OHM=N.HALEY Roma L WILEMS COUVl1 A.=Di GARY P.W!wrfl JAMS S HOLUM WRITER'S DIRECT DIAL DAViO L.G Avz31(ii.Wlwu DAVID J.EIDIrawt or COMM. Jowl R.GUM ROUST C.CAMAON wwylaros Li.LAW MUT L DAVIDSON MOLD L.Laav*Z MEMORANDUM TO: Members of the Mounds View Charter Commission FROM: David J, Kennedy, Commission attorney DATE: November 4, 1992 RE: Discussion Draft of Possible Charter Amendments Attached is a discussion draft containing a number of possible amendments to the charter together with comments on each proposed change. Many, but not all, of the points raised in Ms. Orduno's memorandum of July 30 are addressed in one way or another in the draft. One way of proceeding to consider these changes (a method I have found useful with other commissions) is to take them up one by one and make a preliminary decision about the desirability of each. Those that survive this first cut can then be revisited for a closer look at the language and a final recommendation. If the Commission finds the approach taken in this draft useful, it might consider authorizing me to proceed to review the entire charter in this way. There is something to be said for cleaning up the entire charter once you've started. On the other hand, there are some constraints on your time and resources that may make that impossible. At this point, however, I think that kind of revision could be done within the budget set up by the City Council for this work. Finally, some of the comments refer to legal principles and authorities that I have not described fully. I hope that Commission members will feel free to ask me to elaborate on any point about which they are unclear. Attachment DJR43020 101125-16 10/30/92 10:27 HOLMES & GRAVEN NO.002 004 DJR 11/4/92 Discussion Draft Proposed Amendments to The Mounds View City Charter I. Administrative Functions of the Mayor. Section 2.08. Subdivision 1. The Mayor s rosl to presides at meetings of the Council .1 The Mayor so is head of city government for GE ceremonial purposes, 4r-the-emarts for the purpose of serving the service of civil process, and for purposes of martial yaw_ The Mayor has no other administrative duties except as a member of the council.2 1The Mayor is a member of the council by virtue of Section 2.03. 2This change, recommended by the City Council, recognises that the Mayor has those administrative duties common to the Council as a whole. II. Procedure on Ordinances. Section 3.05. Procedure on Ordinances. Every A proposed ordinance eikall must be presented in writing and read in full before adoption unless the reading is dispensed with by unanimous consent of the Council members present.3 Ne 4 The enacting clause ehel a of an ordinance is "The City of Mounds View ordains:". Ne An ordinance syr may not be adopted at the meeting at which 44 the ordinance is introduced, and at least fourteen days syr must elapse between ke► introduction of the ordinance and its final adoption. An emer nc ordinance is adopted as provided in Section 3.06.S 3The City Council has recommended that the unanimous vote requirement be reduced to a majority, but the existing language is almost universally embodied in city wI436$e 1 xJ123-16 10/30/92 10:27 HOLMES & GRAVEN NO.002 005 charters and there seems to be a good policy argument for retaining it. The phrase "members present" is added to remove any argument that all five council members must act on waiving the reading. 4These two sentences are copied from the state constitution but serve no useful purpose in the municipal context, and actually can raise more questions than they answer, 5Language rearranged for purposes of clarity III. Procedure on Resolutions. Section 3.08. Procedure on Resolutions. Every A resolution ebb must be presented in writing and read in full before adoption unless the reading is dispensed with by unanimous consent of the Council members present.° 6See footnote 3 to Section 3.05. IV. Revision and Codification of Ordinances. Section 3.11. Review and Revision of Ordinances . Subdivision 1. The City Council sham codify and recodify the ordinances of the city e s pursuant to this section and law.' The ordinance code end-the may be published prepared° in book, pamphlet, or looseleaf form. c opies of the Code shah must be made available by io Cousei#at the office of the clerk-administrator for general distribution to the publi?'free or° for a reasonable charge. Preparation of the code is sufficient publication of any an ordinance provision not previously published if a notice is plowed published in the official newspaper 1°stating that copies of the eeditieetrien code are available at the office of the clerk- administrator. 'The present charter section mandates indexing of resolutions and recodification of that index and the city ordinances at least once every two years. Record awes• 2 1m125.16 10/30/92 10:26 HOLMES & GRAVEN NO.002 006 keeping of resolutions would seem to be a duty of the clerk-administrator under Chapter 6 and a proper index would seem to be a minimal requirement. It is difficult to see how a collection of resolutions could be altered or revised in any way. In any event, a charter direction to do so seems superfluous. $Ordinance codes are not published in the usual sense of being put in the official paper. The term "prepared" seems more descriptive of the process. The City Council has recommended insertion of the mandatory two-year rule although it is already present. It is deleted in this draft because (i) there is no real way to enforce it, and (ii) there exist drafting techniques that insure that the ordinance code is kept continuously updated just as are state statutes. 'The Council may decide to make the code available without charge. The present section requires a charge. 30ive publications seems unnecessary. V. Filing for City Office. Section 4.02. Filing for Office. • An eligible voter of the city may file for election in the meaner prescribed by law,11 11TY,e matter of filing for municipal office is governed completely by Minnesota Statutes, Section 205.13. VI. Special Elections. Section 4.04. Special ani-Advisory Elections . The Council shell my by resolution order a special election 32 and provide ell the means for holding it the election. At least fifteen days days'33 prior notice ell must be given by the clerk-administrator by posting of a notice through the oleetlon at least one public place in each election precinct and by publishing" a notice tough of the election in the official newspaper ec-tcity stating the time DJ5u365a 3 1m1Z5-is 10/30/92 10:28 HOLMES a GRAVEN NO.002 007 and places of holding eiteh the election. Failure to give eueh the notice required by this section shall does not invalidate seek the election.ls 12This provision for advisory elections is probably unique in Minnesota (the statutory city code permits it only on the question of joining a special district with taxing powers, but that authority has rarely, if ever, been used). The draft deletes this language, and the commission should consider carefully reinserting it for the following reasons: (i) what questions may be the subject of advisory elections? As written, anything may be submitted; (ii) an irresponsible City Council could simply turn every tough decision over to the voters; (iii) if the election is advisory only the council need not follow the results, making a lot of voters unhappy to say the least; (iv) under Minnesota Statutes, Section 205.16, 20% of the voters can force a special election and having the ability to force an advisory election on a controversial subject could be a source of mischief on the part of either proponents or opponents; (v) a well-conducted survey will probably provide better results at a lower cost. 13Thia formulation makes it clear that only one notice, fifteen days prior, need be given. 14Ne time limit is stated. Should it be two weeks, one week, ten days? See Note 15. "Minnesota Statutes, Section 205.16, has detailed notice provisions more useful than those stated here. The city probably follows the statute. A simple reference to state law would probably be better here. VII. Council Action on Budget Section 7.06. Council Action on Budget. Subdivision 1. T-100-40a4get • - - - - _ _ - _ _ = __ . 16 The council must b a bud- =t resolution ado.t the bud: =t at the time re•uired b law. The budget is the principal item of business at regular council meetings at the time required bvw and at subsequent meetings until the budget is adopted. The to give interested D3143636 4 141123-.16 , 10/30/92 10:29 HOLMES & GRAVEN NO.002 008 citizens a reasonable opportunity to be heard, The council may revise the budget but se an amendment to the budget shalt may not increase the authorized expenditures to an amount greater than the estimated ieaeeme revenues. ho oouneii The budget resolution must show the total for each budgeted fund and each department with such segregation as to objects and purposes of expenditures as the council deems necessary for purposes of budget control. The council elm must also adopt a resolution levying the amount of taxes necessary to provide the revenues for the budgeted expenditures in the next ensuing fiscal year. The clerk-administrator shall must certify the tax resolution to the county auditor in accordance with state law. The sums fixed in the budget resolution are appropriated for the purposes identified in the budget resolution, Subd. 2. • - = = __ - - _ - _ - _ - - = _fieeel-yeer" Prior to adoption of the budget a summary of the budget must be published in the city newsletter or the official newspaper.1e Such The summary must be in language and form designed to be readily understood by the lensereee tax payers,and-aberla The summary must provide appropriate supporting information as to the necessity for any increase in the total budget on the total for the current fiscal year. bet Failure to publish the summary will not invalidate the budget.19 16The timing of the adoption of the budget and the public hearing requirements are completely controlled by state law. Minnesota Statutes, Section 275.065, the "Truth in Taxation" law. 17The city Council has requested the removal of the two- weekrior publication of the summary because of scheduling difficulties in publishing the newsletter. DJZ4365$ M0135-16 10/30/92 10:29 HOLMES & GRAVEN NO.002 009 1Giving the option of publication in the newsletter of the official newspaper would give the City Council some flexibility. 19The commission may want to consider removing this subdivision altogether. The truth in taxation law requires detailed information to be sent to the owner of each taxable parcel of property and the city's budget process extends from September to late December with mandatory public hearings after detailed published notice. it seems questionable that a summary budget would add much to the information available to the truly interested taxpayer. VIII. My Indebtedness Section 7.10. Subdivision 2. 30 20The City Council has requested removal of this subdivision because of the difficulty of scheduling newsletter publication. Other reasons are: (i) If the bond issue has been approved by the voters, there is no reason to inform them again. (ii) If the bond issue is for a special assessment project, everyone affected has been fully notified. (iii) If the bond issue is supported only by revenues, not taxes, there seems to be no reason for publication of intent to issue. (iv) If the bond issue is supported by tax increment, numerous public hearings will have preceded the issuance. Section 7.12. Emergency Debt Certifirates.31 31This section duplicates state law, Minnesota Statutes, Section 475.754 and should be deleted. IX. Public Improvements and Special Assessments Section 8.02. Effective Charter Provisions. Local Improvements (the term "local improvement" -mean means a public improvement financed partly or wholly from special assessments against benefitted property shell may be carried out eselee#vely under the provisions of this chapter or state law.22 Diss$ 6 110.23•16 10/30/92 10:30 HOLMES & GRAVEN NO.002 010 22This amendment would give the council the option of using Chapter 8 or the procedures under Minnesota Statutes, Chapter 429. The chapter 429 procedure is almost universally used in Minnesota cities, has been validated by extensive litigation, and is well understood by the legal and financial communities. On the other hand, the procedures under Chapter 8 are, in the judgment of the writer, ambiguous and contradictory and will, at some time in the future, cause the city difficulty in (or make impossible) financing of assessable public improvements. X. City Newsletter Section12.13. - _ _ _ = - = _ - - = - • - The City Council must publish and circulate a newsletter at the times and oontainin- the information that the council deems necessa to full inform the residents of the city of significant city activities.a3 2=The commission discussed this matter at length at its September 23 meeting. There seemed to be general consensus that a newsletter publication should be required by charter, but no agreement on what it should contain, how often it should be published, or what form it should take. This amendment merely requires publication but leaves the details to the council and city staff. This, it can be argued, is what a charter should do, that is, set policy and leave the details to the elected and appointed officials/ If they don't carry out the policy, the voters have a clear remedy at the polls. If this amendment is adopted, all references to the newsletter elsewhere in the charter would be deleted. XI. Initiative. Referendum and Recall, Section 5.01. Powers Reserved by the People. The people of the city reserve to themselves the power, in accordance with this charter to (i) initiate and adopt ordinances, except ordinances appropriating money or authorizing the levy of taxes, Dmuss1 M31.25-16 10/30/92 10:30 HOLMES & GRAVEN NO.002 011 r - and (i ) require ordinances, except ordinance appropriating money or authorizing the levy of taxes, enacted by the Council to be referred to the voters of the city for a• •royal. These •owers are the initiative and referendum res•ectivel .24 Section 5.08. Recall." 24The present Section 5.Cl is overbroad and almost certainly invalid in extending initiative and referendum (IR) to resolutions and "measures." The courts have held that IR applies only to legislative matters and does not extend to administrative matters. Legislative matters are embodied in ordinances that, in effect, establish law, proscribe certain conduct and impose penalties for violation. All other City Council actions are administrative in nature (e.g., setting employee salaries, approving subdivisions, granting permits and licenses, etc.) . The suggested language makes it clear that onlyordinances are subject to IR and goes further to except any ordinance levying taxes or apportioning money. These exceptions are almost universally contained in IR charter provisions and are sound from a policy point of view since the financial management of the city and its need to meet its financial obligations in an orderly fashion should not be continually subject to voter review. i3The recall has also been stricken. The Xinnesota Supreme Court has removed the usefulness of that device by holding that recall is only available in the case of malfeasance or nonfeasance in office. Thus, the recall is not available for its intended purpose of making an incumbent stand for re-election because of voter displeasure with the incumbent's performance. MIR436511 11111315-141 8