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HomeMy WebLinkAboutAgenda Packets - 2022/10/03 CITY OF MOUNDS VIEW CITY COUNCIL WORK SESSION AGENDA MOUNDS VIEW CITY HALL Monday, October 3, 2022 6:30 p.m. ROLL CALL: Mueller, Hull, Meehlhause, Bergeron, Cermak Council Workshops are informal gatherings of the council at which no final decisions are made, rather consensus discussion to direct staff on council decision items. PUBLIC COMMENT Citizens may speak to issues not on tonight’s agenda. Before speaking, please share your full name and address. Also, please limit your comments to three minutes. AGENDA ITEMS DISCUSSED BY CONSENSUS 1. Storm Water update – Stantec & Don a. Update on the Storm Water Pond assessment Stantec has been working on. Final report will be done by year end and will schedule for workshop in 2023 2. Architects Presentations for exploration of Community Center Expansion – Oertel, Adkins, Kodet 3. Review Other Funds Budget – Mark 4. Sign Ordinance – Mayor Mueller THIS PAGE LEFT BLANK INTENTIONALLY October 3, 2022 Council Workshop Memorandum To: Mounds View City Council From: Administrator Zikmund Date: September 28, 2022 Re: October 3, 2022 Workshop Background: We have a full agenda for our workshop meeting with this memo providing some additional information, guidance for the council to consider on each item, and a proposed schedule to help guide the management of our time. Additionally, I took the Public Comment off the agenda given our full agenda. Certainly if council feels strongly about allowing a measure of time to some public comment that is council’s prerogative. We could also allow it at the end of the meeting. 1. Storm Water Pond Assessment Update: Stantec will be on hand to give us an update on the field work they have been conducting over the past few months. The final report will be done later this year and we will schedule more time at one of the workshops in early 2023. Staff felt it was important to provide an update at this time given the substantive work done to date and Stantec’s ability to share highlights. 2. Community Center Expansion Exploration: Per council discussion and consensus to move forward with the continued exploration of expansion, staff sought out and met with three architectural firms. 13 were contacted. All three will have twenty minutes, including leaving time for council to ask questions. The scope of the work is very limited, concept drawings/renderings and determining accurate costs. Needs and space limitations define the majority of the project; 3 gyms, locker rooms, and updating/upgrading the reception/common areas. Council will be asked to make a decision at the October 10, 2022 council meeting. 20 minutes is scheduled after the 3 presentation for council consensus but more discussion could occur at the October 10, 2022 meeting. 3. Other fund budgets: Council is familiar with other funds, utility, enterprise, etc. – Director Beer’s memo provides complete information. 4. Update of Sign Ordinance: Mayor Mueller asked that the item be put on a workshop agenda for discussion – specific to campaign signs. This is an ordinance change and the timelines in statute to adopt or amend an ordinance would takes us past the current election. Thus, council can begin the discussion and continue as council and time permits. Schedule for October 3, 2022 Workshop 6:30 to 6:40 - Call to Order/Roll Call/Public Comment 6:40 to 7:00 PM - Stormwater Assessment Update – Stantec 7:00 Pm to 7:10 – Q & A 7:25 to 7:45 – Architect 1(Adkins Associate - ) 7:50 to 8:10 – Architect 2 (Oertel – Andrew Cooper) 8:15 to 8:35 – Architect 3 (Kodet – David Kodet) 8:40 to 9:00 – Discussion/Consensus 9:00 to X – Other Funds Budgets X to X – Sign Ordinance September 29, 2022 Attn: Nyle Zikmund & the Mounds View City Council RE: STATEMENT OF QUALIFICATIONS- MOUNDS VIEW COMMUNITY CENTER Dear Mr. Nyle Zikmund and Mounds View City Council, Oertel Architects and our consultant partners are extremely excited to submit this proposal for professional design services for the predesign process for your Community Center project. We are also excited to meet with the council to demonstrate our commitment to this project and how we will again partner with the City of Mounds View on this very important community building project. Our design work is focused on creating community assets that work toward the betterment of the community health and well- being for community they serve. Whether we are working on a public works facility, a small park shelter, or an expansion of water treatment plant, each project type receives the care and attention from us that makes each project unique and builds up a community. Our overall team has been assembled based on previous and current working relationships, and experience in working on projects that are receiving or will receive state funding. Within this proposal, you will find our project understanding and proposed work plan. Expertise in Community Centric Building Projects. Oertel Architects will lead the entire planning and documentation process. Oertel Architects is an award-winning firm in the field of designing and executing community function facilities. We have worked in every region of Minnesota and other states across the Midwest planning and designing over 100 community serving facilities of various typologies and sizes. Our experience in multiple building projects provides our design team with the perspective and ability to cross- pollinate our projects with insight and a greater scope of design influence. Experience In Continuing Developed Community Relationships. One of our key tenants of our practice is developing relationships with clients. We appreciate and depend on how those relationships continue to bring us work with clients for which we enjoyed working with and they enjoyed working with us. Within this proposal, you will find our complete and qualified team to complete this project for the City of Mounds View. This entire team prides itself on our responsive, inclusive and common-sense approach to community-centric projects. Our team’s expertise and experience we know will be an asset to the Mounds View Community. We look forward to meeting with you and answering any questions you may have about our proposal and work with you. If you have any additional questions after our discussion, please to not hesitate to contact me. Thank you, Andrew Cooper, AIA, Principal Oertel Architects, Ltd. Andrew Cooper, AIA, Principal 1795 St. Clair Avenue Saint Paul, MN 55105 p: (651) 696-5186 x 313 e: acooper@oertelarchitects.com PROJECT UNDERSTANDING Oertel Architects understands that this Community Center project is an extremely exciting prospect for the City of Mounds View and the surrounding community. This initial step in the greater realization of the ultimate project of designing and constructing the Community Center Expansion is the initial scoping, concept design, and total project cost opinion that is required to demonstrate to the State of Minnesota Legislature that this project deserves state funding to provide this regional community service amenity. Oertel has already performed the preliminary “idea” study for this project. We understand that that initial idea is what facilitated Mounds View City Council to request and execute an economic study of the impact of this facility on the community. In our internal discussions, research, and discussion with city staff in preparation, we understand that the results of that study indicated that this is a facility that would have a significant regional impact on community event planning, athletic competition events, and impact on local and regional businesses. Mounds View’s position within the Twin City Metro Area and the location of this facility within Mounds View would make it an attractive location for events and thus it was determined as a very economically feasible project. Our overall project approach and design process would strive to program and design a facility that meets those regional expectations and provides the city with a distinctive resource within the region. 161 FT ADDITIONAL COURTS PLAN KEY NEW SEATING FITNESS CENTER EXPANSION MEN’S & WOMEN’S LOCKER ROOMS RECEPTION PLAZA / GARDEN UPDATED COMMON AREA & DESK EXISTING BUILDING AERIAL VIEW SITE LAYOUT EXISTING GYM UPDATES POTENTIALPARKINGPOTENTIALRETENTION PONDRELOCATIONPARKING CALCULATIONS:SPACES LOST: 113 SPACES ADDED: 30NET: 125 POTENTIAL SPACES ADDED: 53 TOTAL WITH PARKING ADDITION: 185* TOTAL WITHOUT: 125* *TOTAL SPACES BEFORE WAS 208 MOUNDS VIEW COMMUNITY CENTER 1 PROJECT UNDERSTANDING STATE FUNDED PROJECTS As part of the process, we will be completing the State required Predesign manual. While somewhat cumbersome, the manual does prompt a proactive approach to the design and understanding of the project by requiring a thorough review of various design metrics including: • Individual Space Requirements • The Basis Of Need • Operational Requirements And Costs • Project Scheduling • Sustainability Requirements The completion of the document will both inform the design of the project and prove the City has performed the due diligence required for a “shovel- ready” project in advance of any funding request. As a proposed state-funded project, the facility will be subject to compliance with the state’s B3 guidelines. Oertel Architects’ approach to B3 focuses less on completing a proscribed “checklist” and more on utilizing the requirements of the program to improve the quality of each individual project. We understand that one size doesn’t fit all, and we will work to provide a common-sense roadmap for each of the B3 requirements. Examples of projects we’ve worked on with State Funding- Right, top: The Ledge Amphitheater, The Palace Theatre, Steele County Public Works Facility, and the Mankato Transit Facility. The Ledge Amphitheater, Waite Park, MN The Palace Theater, St. Paul, MN Steele County Highway Department, Owatonna, MN Mankato Metro Transit, Mankato, MN MOUNDS VIEW COMMUNITY CENTER 2 WORK PLAN 1.0 PROJECT MANAGEMENT Overall project management of this predesign project process will be administered by Andrew Cooper from Oertel Architects. The coordination of the mandatory State of Minnesota Predesign Manual will be administered by Thomas Stromsodt. Design Deliverables will be coordinated and executed by Daniel Englund and several others from our office. Your ultimate day-to-day contact will be Andrew. However, by laterally integrating our firm into every project we have in the office, you get a team design effort with each member of the firm being able to speak with members of city staff, community members, other design team members, and outside resources to help execute a successful project. Our approach to the management of a project of any size is to keep work moving in a forward trajectory, even as the occasional re-group or circle-back discussion is necessary. Early in the process, we identify critical information exchanges and milestones within the project timeline to ensure that continued progress toward delivery. Some processes will rely on the expertise of the design team to advance work products, others need to allow for feedback from other disciplines, city staff, and community members to provide critical direction. In addition to schedule management and deliverable progress in each design step or phase, we include two specific subtasks that are critical to project management and success. 1.1 KICK-OFF MEETING The kick-off meeting will the formal introduction of the entire project team. This meeting will consist of reviewing previously established project goals, objectives, and preconceptions from city and design team members. The ultimate goal of this meeting is to establish a base for moving forward and developing progress. Part of this kick-off meeting will be to also explore and define the process required for this project to secure state funding. This is dictated by the State of Minnesota Predesign Manual for state-funded projects. Our team is very familiar with these documents and will help guide the discussion and establish critical data points for inclusion in the final document. Oertel Architects will provide the agenda for this meeting, take minutes, and distribute results of the meeting to all attendees, and keep them filed for reference. 1.2 BI-WEEKLY CHECK-INS These meetings are quick check-ins with design team members and our client team to track progress on work efforts. Oertel will conduct meetings with the client to review progress every other week, and in off-weeks, conduct meetings with the design team to identify informational needs and track progress. Sometimes, it is important to get those two meetings to be performed on the same day, to review milestone deliverables. Oertel will coordinate and schedule those with both groups. These check-in meetings are more successful as virtual meetings and because they are scheduled and have specific discussion topics, they can take place will within an hour to manage time for all entities involved in the project. 2.0 REDISCOVERY Oertel Architects is in a unique position, as we already executed the preliminary idea study that was used for the economic impact study. Our first step in the overall design process in this case is “Rediscovery”. We want to review candidly with staff and city officials the feedback and thoughts on the initial idea and build from that. In addition to building from that previous work, we need to identify new informational needs and work scopes that will be required to provide a comprehensive request for state funding. MOUNDS VIEW COMMUNITY CENTER 3 WORK PLAN 2.1 INITIAL CONCEPT REVIEW AND GOAL SETTING; STAFF AND STAKEHOLDER FEEDBACKThis will be initially completed as part of the kick-off meeting. This feedback loop will include as many voices as can be collected at the initial kick-off meeting to help establish goals for the predesign and ultimate project. One of the critical components of the State Predesign Manual is goal setting for the project. In addition, State Funding mandates the inclusion of the Minnesota State Sustainable Building Guidelines (B3), which also requires establishing goals and team integration. As part of this task and in concert with the kickoff meeting, our team will facilitate a discussion that establishes the basis of the project, based on the requirements of the predesign manual. This will allow the development of final deliverables that can land on the legislature’s agenda for much easier review. Part of establishing a complete participatory design is establishing a stakeholder feedback process. In addition to our check-ins with clients and partner design team members where specific individuals or groups can be brought in, we would propose a simple online survey to collect additional information. This can be distributed to other city staff and officials, critical stakeholders and interest groups and even to the greater community for feedback. The questions or required feedback would be developed in cooperation with the entire team to get relevant feedback that will influence the design process, establish community buy-in and support the findings to be presented within the predesign submittal. K:\016927-000\Graphics\Park Concepts\WSB Community Sites\016927_Fridley Park ConceptsFridley, Minnesota December 9, 2021| WSB Project number: 016927-000 Fridley Park Concepts - Moore Lake Park Scale in Feet 120’0’60’ NEW SHELTER (~6-8 TABLES) POTENTIAL FUTURE PARKING EXPANSION NEW PLAYGROUND W/SHADED SEATING AREAS EXISTING SHELTER FUTURE OPTION (AS FEASIBLE): NEW BEACH PAVILION- RESTROOMS- MEETING ROOM- VENDING/CONCESSIONS- EXTERIOR SEATING PLAZA- BOARDWALK W/SEATING KAYAK/PADDLE RENTAL & STORAGE AREA BOARDING DOCK RECONSTRUCTED PARKING LOT (~86 TO 94 STALLS) NEW SHELTER (~4 TABLES) HAMMOCK GROVE PICNIC AREA 40-50 PERSON SHELTER NEW ROUNDABOUT W/ACCESS IN AND OUT OF PARK DROP OFF AREA RCWD WATER QUALITY PROJECT BASKETBALL COURT FLEXIBLE LAWN / FIELD SPACE EXISTING VOLLEYBALL COURTS CENTRAL AVEGARDENA AVE POTENTIAL FUTURE WATER TREATMENT / STORAGE NATURE PLAY AREA LAWN / PICNIC NEW SHELTER (~4 TABLES) REPLACE DOCKS RESHAPED BEACH WATER TREATMENT 94 Item 8. CITY OF FRIDLEY- MOORE LAKE PARK FACILITY- FEEDBACK LOOP EARLY CONCEPT - DEVELOPED WITH STAFF PARK BONDING/ FUNDING CONCEPT PLAN COMMUNITY RESIDENT CONCEPT FEEDBACK CITY COUNCIL CONCEPT SELECTION AND NEIGHBORHOOD INFORMATION GATHERINGS CONCEPT SELECTION AND DESIGN DEVELOPMENT MOUNDS VIEW COMMUNITY CENTER 4 WORK PLAN 2.2 EVALUATION AND COLLECTION OF ADDITIONAL DISCOVERY In order to provide as complete a design for this stage, as accurate a project cost opinion and funding request as possible, more information will be required to provide a credible basis for the project in the predesign deliverable. These things include, but are not limited to: a) Stormwater Study b) Event Programming and Fiscal Feasibility Study c) Parking Study d) Technical Site Survey e) Geotechnical Evaluations f) Precedent Studies (Examples of similar projects) a. We understand the stormwater study is nearly complete for this site, which was initiated as a result of idea study Oertel Architects initially completed for Mounds View. The results of this study will have impacts on the scope of the project on-site, as well as potential regional impacts and sustainable building strategy implementation impacts. This will need to be completed and reviewed by our team to fully understand the impacts of this expansion project on the site. b. It will be important to understand the types and sizes of events and fiscal impact as developed in that study by CSL. Those impacts will help develop expectations for the proposed design in terms of amenities, finishes, and appearance. c. Parking impacts will be a critical design element for this project. Parking demand will influence and be influenced by the stormwater study and the economic impact study. The ultimate parking demand will be identified by city standards, but also meeting expectations by event planners and end users. How those parking demands are met will be investigated and implemented in this predesign and concept design process. Important to understand will also be the impacts of mass transit and multi-modal transportation on the use of this project. This is also a critical component of the B3 Guidelines as well. d. The previous idea study was developed using aerial photography from online resources. To complete a realistic and implementable design, the design team will need a full technical site survey to establish buildable area limitations, grading and utility design feasibility. e. Geotechnical Evaluations will be important at this stage to demonstrate that a structure of this size and use is feasible on this site. Our team feels confident in our previous design experience on similar projects and as part of the initial idea study, that we could assist the city in securing these services early in the process to properly inform design decisions and ultimate project costs. f. Understanding what has been done previously in surrounding communities will help properly scope the project and identify wants and needs for space and quality within this project. This is also a critical component of the Predesign Manual submission. Oertel Architects will work with the city team to facilitate those tours and establish how those tours collect information to influence this project. MOUNDS VIEW COMMUNITY CENTER 5 3.0 SITE AND BUILDING SPACE NEEDS PROGRAMMING 3.1 SITE ANALYSIS AND CONTEXTUAL REVIEW Part of our design approach and philosophy is to be responsible to the site and surrounding context of any project size and scope. We will assess any potential design influencing existing conditions such as site size and available building area, topography of the site, traffic access and egress and potential traffic impacts, utility and infrastructure improvements, and future development. We will also review environmental characteristics that will impact how the building project is designed to address climatic considerations, energy conservation considerations, and impact on the overall natural environment. These assessments will be required to establish how entries are oriented and designed, where windows are located, where renewables can be located, among other characteristics. There are additional, more technical considerations that will be part of the actual design process once funding is awarded and the full B3 process is implemented that impact the site design. By addressing these initial investigations, those later considerations have been initially addressed and set up for success and ease of implementation in later design phases. Finally, our context review includes the understanding of zoning context, and impact on neighbors. This includes traffic impacts, screening considerations, local stormwater runoff, acoustic and light pollution considerations, parking impacts, setbacks, and other considerations. 3.2 DETAILED SPACE PROGRAMMING AND DIAGRAMMING A critical part of this predesign project is to establish a detailed space needs for the design process to begin. Oertel Architects has integrated the predesign manual’s space needs inventory worksheet, into all of our project’s space need programming. We have done this regardless of state funding processes. We will lead the discussion for each space type required at this facility, facilitating discussion where required, providing guidance and expertise in some areas, and researching information where necessary to complete the detailed programming for the following spaces that were identified in the initial idea study: a) Gym Space and Spectator Areas, b) Community Fitness Functions, c) Community Meeting / Gathering / Serving Functions, d) Locker Rooms, e) Office and Administrative Functions, f) Open Lobby / Circulation and wayfinding functions, and g) Building Function and Support spaces. Building function and support includes areas such as mechanical and electrical rooms. Storage of equipment and not-in-use furniture, and restrooms. Restroom and locker room demand and design is evolving in our community to address cultural and societal considerations. Our team is prepared to discuss these considerations with you and how those designs reflect the values and needs of Mounds View. WORK PLAN White Earth Nation Fleet Storage Pre-Design Packet MOUNDS VIEW COMMUNITY CENTER 6 WORK PLAN 3.3 SUSTAINABLE DESIGN PROGRAMMING Part of any project is how to include sustainable building principles into projects in an implementable, maintainable, and cost-effective manner. The state funding requirements require more technical and specific strategies to be implemented, but these features are never far from our design ethos, as we know it isn’t far from yours. The City of Mounds View is already implementing strategies for the inclusion of renewables within your city facilities, by including PV panels on city facility roofs. For this project, Oertel will work with Mounds View to establish goals for sustainable building strategies and help you prioritize those goals during the programming and cost opinion development tasks. For example, if Mounds View wanted the new community center to be a Net Zero facility, we would establish that as a goal and discuss feasibility of that strategy, and work with our sustainability consultant and engineering team to come up with ways this could be achieved and identify ranges of cost for implementing that as a strategy. Regardless of city goals, the funding will come with preestablished goals and benchmarks for the project. This is part of the B3 guidelines and meeting the SB 2030 benchmark. SB 2030 is a mandatory energy use reduction from a baseline model for similar facilities. We are working with several projects implementing the B3 Guidelines and working to meet the SB 2030 benchmark with facility typologies that are challenging to meet that standard, and we are confident that at this stage, we can effectively help the city sculpt and develop a project scope and funding request that meets the energy sustainability needs for the project. However, Sustainability isn’t just about energy efficiency. We are designing these facilities for people to use and increase community and personal well-being. As such, Sustainability should also include the user experience. One example of how we have addressed this in our designs is through simplified building forms that allow visitors and frequent users alike to readily identify building entries and easily access interior spaces through the open and user-friendly lobby and circulation spaces. We also introduce effective daylighting strategies in an egalitarian manner throughout the facility to increase the comfort and productivity of all people using the facility. Sustainability is also about using resources responsibly. As mentioned, we employ simple designs with specific features to enhance specific functions. Simple design features use fewer building materials, conserving waste while also utilizing the project budget as responsibly as possible. Simple forms and selective building material selection also enhances the energy efficiency of the facility, bringing our sustainable building approach full circle. MOUNDS VIEW COMMUNITY CENTER 7 WORK PLAN 3.4 PUBLIC ART PROGRAMMING Part of the predesign manual development process, includes looking for areas where public art can be incorporated into the project, per state statute, if it is required as part of the request. This project could incorporate a community involvement within the process to ask about a community art piece or implementation that could enhance the appeal of the project to the community and the legislative body. As part of the programming phase for this project, we would include notes and potential ideas for inclusion of public art within the project for implementation during the execution of the final design phases. 4.0 CONCEPTUAL DESIGN DEVELOPMENT 4.1 DESIGN PROCESS DELIVERABLES During conceptual planning, our team will review the previous concept idea and how it continues to meet or does not meet the established programmatic space needs as part of this predesign process. Our team will investigate design options that meet the programmatic goals in the best way the site can accommodate and review those options with the entire project team. These options will address the opportunities and challenges of each option to meet the program needs. This planning will typically take several weeks to complete as we coordinate options and review meetings to get our team on the same page. 4.1.1 SITE AND BUILDING PLANS- We will develop plans that illustrate a high level of initial detail to illustrate a feasible plan quality. This plan development allows building system engineers to offer quality design input so we can better estimate the potential project costs. 4.1.2 ELEVATIONS & SECTIONS- Elevations and simple building sections will be used to illustrate building mass and form that will be informed by building system engineers for a more complete project cost estimate. EDINA SOUTHDALE WATER TREATMENT FACILITY MOUNDS VIEW COMMUNITY CENTER 8 WORK PLAN 4.1.3 RENDERINGS- Renderings are the portion of the deliverable that develop excitement for a project within the project team and community as a whole. We will develop renderings that display the complete solution, illustrating how a user will experience the new facility. 4.2 STAKEHOLDER AND COMMUNITY DEMONSTRATION AND FEEDBACK INTEGRATION As this is a community project, there may be a need to integrate a community informational meeting to simply explain what the process is and what is being designed. We typically would see this occurring with a selected option and present a site and building plan with renderings either in an open house or online newsletter. If included in the process, any feedback that the city feels need to be incorporated will be included within the design and the final report as part of the predesign manual. 4.3 PREFERRED CONCEPT DESIGN AND SELECTION After any feedback is incorporated into the design, the result would be the preferred concept design and will be the basis for the completion of the predesign manual. 5.0 PREDESIGN MANUAL- PACKET DELIVERABLE Our team will complete the required submission packet during this task. We will coordinate all required portions of the predesign manual. 5.1 NARRATIVES AND DESCRIPTIONS 5.2 DRAWING PACKAGE 5.3 PROJECT COST OPINION COST OPINION EXAMPLE MOUNDS VIEW COMMUNITY CENTER 9 FIRM INFORMATION OERTEL ARCHITECTS, LTD. was established and incorporated, in the state of Minnesota in January of 1996 by Jeff Oertel, with a commitment to solve design and building challenges so that each and every project achieves its maximum potential at the least overall cost, to serve all clients, large and small, using our attention to detail, understandable design process and problem-solving method of tackling the big issues, regardless of project size and complexity. We have instituted a hands-on approach in working out details, understanding building conditions and working with user groups. Our firm provides a full range of consulting services including planning, architectural design, interior design, and construction-related services. Our firm has worked with over sixty cities, thirteen counties and several state agencies to date. Oertel Architects is a small firm by choice as we prefer a direct approach to all of the projects we work on. Our eleven employees include seven registered architects, two designers, one design intern, and one interior designer. BUSINESS ADDRESS 1795 St. Clair Avenue St. Paul, MN 55105 www.oertelarchitects.com LEGAL STATUS, YEAR INCORPORATED S Corporation, 1996 OWNERSHIP Jeff Oertel, Founder/ President Deb Brandwick, Principal Thomas Stromsodt, Principal Andrew Cooper, Principal Brenda Dever, Associate Principal CONTACT NAME Andrew Cooper, AIA, Principal Principal In Charge p: (651) 696-5186 x 313 e: acooper@oertelarchitects.com MOUNDS VIEW COMMUNITY CENTER 10 KEY PERSONNEL Andrew is a registered architect in the state of Minnesota and joined our firm in 2002. Andrew has lead and consulted on multiple community based projects all over the upper midwest and develop and foster long lasting relationships within our Twin City Metro Area home and beyond. Andrew has lead and designed high profile public and private projects that have become part of our communities fabric. He has worked with master planning projects, new construction, and building renovations and expansions. He has extensive experience in project management and construction administration. Andrew uses his communication skills and expertise in the design process to work with communities and will make sure your project is a community center piece and source of pride. RELEVANT EXPERIENCE City of Mounds View Community Center Study City of Mounds View Public Works Facility City of Fridley, MN Moore Lake Park City of Eagan- Woodhaven Park City of Eagan- Trapp Farm Park City of Eagan- Bridle Ridge Park City of Coon Rapids- Riverview Park City of Coon Rapids- Sand Creek Park City of Crystal, MN Becker Park City of South St. Paul- Kaposia Landing Park City of Litchfield, MN Community Center Planning Heritage Greens Pool House Facility- Hudson, WI City of Edina School & Recreation Center Study City of Prior Lake Park Building City of Waite Park, MN Community Park City of Waite Park, MN Rivers Edge Park City of Burnsville, MN Alimagnet Park Dugouts Square Lake Park Contact Station- Stillwater, MN ANDREW COOPER, AIA, PRINCIPAL ROLE: PRINCIPAL IN CHARGE p: (651) 696-5186 x313e: acooper@oertelarchitects.com OERTEL ARCHITECTS- PROJECT LEAD ARCHITECTURE & INTERIORS Thomas joined Oertel Architects in 2000 and is a Registered Architect in the state of Minnesota. Thomas has extensive experience in public works, water resources, parks and recreation facilities and related municipal architectural structures. He was worked with new construction, historic renovations, and building expansions, many of which have sought and successfully secured state funding. Thomas has a proven track record with past and present clients of providing a clear and accessible explanation of the design process, exploring and explaining different building systems, and making sure everyone has realistic expectations to ensure a successful outcome. RELEVANT EXPERIENCE City of Inver Grove Heights- South Valley Park City of Apple Valley- Lebanon Cemetery Covered Ceremony Shelter City of St. Paul- Historic Palace Theatre Renovation City of Apple Valley- Cobblestone Park City of Champlin- Warming House Upgrades City of Waconia- City Square Park City of Winsted- Dugout Improvements City of Champlin- Andrews Park concession/restroom bldg/picnic shelter/splash pad City of Shakopee Aquatic Facility, Shakopee, MN City of Wausau, WI- Kaiser Pool Building, Schulenburg Pool Building, Memorial Pool Building City of Minneapolis- Van Cleve Pool Building City of Foley Community Pool House, Foley, MN William O’Brien State Park Contact Station Afton State Park Contact Station Expansion City of Richfield Community Center Renovation Bottineau Recreational Complex – Northeast Minneapolis, MN THOMAS STROMSODT, AIA, PRINCIPAL ROLE: PROJECT MANAGER, PREDESIGN MANUAL OVERSIGHT p: (651) 696-5186 x314e: tstromsodt@oertelarchitects.com MOUNDS VIEW COMMUNITY CENTER 11 KEY PERSONNEL DANIEL ENGLUND, AIA ROLE: DESIGN ARCHITECT p: (651) 696-5186 x311 e: denglund@oertelarchitects.com BRENDA DEVER, ASSOC. PRINICIPAL ROLE: INTERIOR DESIGN p: (651) 696-5186 x308 e: bdever@oertelarchitects.com Daniel joined our firm in January of 2015 and has become an invaluable member of our team. He is dedicated, dependable, and detail-oriented. His responsibilities include schematic design, master planning, project coordination, client/ public contact, 3D building modeling, construction documents, and construction administration. Daniel also leads our 3D modeling/ rendering team in bringing your project to life. Relevant experience includes: Mounds View Community Center Study, City of Mounds View Public Works Facility, City of Inver Grove Heights- South Valley Park, City of Robbinsdale City Hall Renovations, City of Edina Water Treatment Facility, City of Apple Valley- Lebanon Cemetery Covered Structure, City of Waconia Waterford Park, City of Anoka- Greenhaven Golf Course Maintenance Facility, City of Waite Park- Park Buildings, City of Waite Park Amphitheater, City of Apple Valley- Cobblestone Park, City of Minneapolis- Van Cleve Pool House, City of Champlin Warming House Improvements, City of Winsted- Dugout Improvements Brenda joined our firm in 2003 and serves as an interior designer, resource librarian, marketing coordinator, and office manager to the firm. To date, she has worked on, in some capacity, virtually every project that has come through the office. Duties include: assembling proposals and qualifications packages for potential projects, space planning, architectural drawings, interior and exterior finish selections, furniture selection, creating presentation boards, creating finish schedules and plans, client contact, InDesign, AutoCAD, and SketchUp. Relevant experience includes: City of Mounds View Public Works Facility, City of St. Paul Historic Palace Theatre Renovation, City of Eagan, MN Trapp Farm Park, City of Waconia, MN Brook Peterson Park Renovation, City of Waite Park, MN- The Ledge Amphitheater, Sand Creek Park Warming House & Concession Building, Coon Rapids, MN, Andrews Park Changing Building/Restroom Facility, Champlin, MN, Big Marine- Washington County, MN (Contact Station, Swim Beach Facility, Restroom Facility, Picnic Shelter), Afton State Park Contact Station Expansion, City of Anoka Greenhaven Golf Course Upgrades, Kaposia Landing Concession Building- South St. Paul, MN, City of Shakopee Aquatic Facility, Shakopee, MN, City of Foley Community Pool House, Foley, MN, William O’Brien State Park Contact Station MADDY PETERS, ASSOC. AIA ROLE: DESIGN SUPPORT p: (651) 696-5186 x303 e: mpeters@oertelarchitects.com Maddy joined Oertel Architects as a summer intern in 2016 and now as a full-time employee, has proven to be an indispensable member of our team. As support to our project architects, Maddy has the knowledge and the know-how to properly document, analyze and convey results of design issues. Ms. Peters responsibilities and duties include pre-design, schematic design, 3D modeling, design development documents, project coordination, and construction documents in both Revit and AutoCAD. Relevant experience includes: City of Fridley Moore Lake Park Facility, City of Eagan- Bridle Ridge Park , Waconia City Square Park, Rivers Edge Park Building, Waite Park, MN, Community Park Building, Waite Park, MN, Becker Park Restroom Building, Crystal, MN, Trapp Farm Park Building, Eagan, MN, Support Staff on multiple projects. MOUNDS VIEW COMMUNITY CENTER 12 Emanuelson-Podas has a broad and deep expertise in the community center and fitness sector, including a 25-year history of partnering with Life Time Fitness (dating back to their first ground-up club in Eagan, Minn.). EP is honored to have provided mechanical and electrical design for each of their more than 100 locations. From managing the complexities of aquatic systems’ ventilation to designing for lighting across dramatically disparate fitness and community gathering spaces, EP has the expertise and experience to bring your center to life. MECHANICAL & ELECTRICAL ENGINEERING KELLY ARTZ, PE, RCDD, LEED AP, WELL AP ELECTRICAL ENGINEER /PARTNER p: (952) 540-4043 e: KArtz@epinc.com SCOTT VANDER HEIDEN, PE, LEED AP MECHANICAL ENGINEER | MANAGING PARTNER p: (952) 540-4012 e: SVanderheiden@epinc.com Kelly is an integral member of the electrical and technology teams at EP. He has 25 years of experience working across a range of market sectors with particular strength in the education market. He is directly involved in all aspects of electrical design, including lighting, power, fire alarm, telecommunications and security systems. His status as a Registered Communications Distribution Designer (RCDD) demonstrates his exceptional skill in telecommunications design. Kelly works closely with each member of the team to develop solutions that meet the client’s goals. Helping clients balance first costs with long-term adaptability and effectiveness is one of Kelly’s strongest assets. Kelly is a LEED-registered professional and is one of the first engineers in the state of Minnesota to receive WELL certification. His commitment to efficiency and sustainability have made him a go-to resource for projects seeking environmental responsibility and occupant wellness goals. Relevant experience: • Life Time Fitness – Over 100 fitness clubs • Northeast YMCA, White Bear Lake, MN • Hinckley Community Center, Hinckley, MN • District 1 Community Center, Onamia, MN • Shakopee Mdewakanton Sioux Community, Dakotah! Ice Center, Prior Lake, MN • Shakopee Mdewakanton Sioux Community, Dakotah! Sport and Fitness, Prior Lake, MN, • Xperience Fitness, multiple locations • University of Minnesota Golf Training Facility, Minneapolis, MN • University of Minnesota Fieldhouse, Minneapolis, MN Scott is a managing partner and registered mechanical engineer with 20 years of experience as a consulting engineer. He has extensive experience designing HVAC, plumbing, piping, fire protection and building automation systems, as well as project management and construction administration expertise. Scott has worked in a variety of industry sectors including corporate, civic and municipal, education, financial, housing, hospitality, restaurant, retail, and worship. Scott is a LEED-accredited professional and has a special focus on leading and designing sustainable projects, with multiple LEED- registered projects under his belt. Scott enjoys creating and maintaining business relationships with building owners and architects. He thrives on helping building owners make informed decisions about building systems by engaging early in the design process and leveraging both his experience and energy modeling technologies. Relevant experince: • Life Time Fitness – Over 100 fitness clubs • Northeast YMCA, White Bear Lake, MN • Hinckley Community Center, Hinckley, MN • District 1 Community Center, Onamia, MN • Shakopee Mdewakanton Sioux Community, Dakotah! Ice Center, Prior Lake, MN • Shakopee Mdewakanton Sioux Community, Dakotah! Sport and Fitness, Prior Lake, MN, • Xperience Fitness, multiple locations • University of Minnesota Golf Training Facility, Minneapolis, MN • University of Minnesota Fieldhouse, Minneapolis, MN KEY PERSONNEL MOUNDS VIEW COMMUNITY CENTER 13 Since 1961, SRF has been a highly respected member of the Midwestern consulting community, with offices in Minneapolis-MN, Saint Paul-MN, Fargo-ND, Bismarck-ND, Madison-WI, and Omaha-NE. As a 100% employee- owned multi-disciplinary planning, engineering, and surveying company, SRF’s planners, designers, and engineers collaborate with our clients and their stakeholders to develop creative solutions for the most challenging projects. Together, we create vibrant communities and dynamic experiences. Our award-winning projects range from context-sensitive site development planning and design, revitalized neighborhoods and urban spaces, and multi-modal transportation planning and design. LANDSCAPE ARCHITECTURE, CIVIL ENGINEERING MICHAEL AARON, PECIVIL ENGINEER p: (763) 249-6756 e: maaron@srfcomsulting.com Mike has more than 30 years of experience in site planning, municipal engineering, highway and trail design, hydraulic analysis, and stormwater management. His municipal and site development expertise includes project management, feasibility, predesign, demolition, layout, drainage, utilities, grading, detailing, and supporting specifications as well as permitting and contract administration. He has demonstrated his outstanding civil/ site skills on many of SRF’s well-known municipal facilities, commercial, and retail site development projects. Relevant Experience: • Minneapolis Public Schools, Minneapolis, MN • Dakota County Fleet Storage Building, Empire Township, MN • Transit Bus Garage Facility, Minot, ND • Arden Hills National Guard Vehicle Maintenance Shop, Arden Hills, MN • Ramsey Public Works Facility (with Oertel) Paul has 25 years of experience as a development consultant in the tribal, commercial, residential, and government markets and has worked on numerous projects. He brings a complement of skills to assist clients which involves site layout, communications, entitlements, detailed design, construction documents, construction administration, and overall development success. Paul enjoys collaborating with and leading multidisciplinary teams to develop creative solutions that address project challenges and meet key target dates. Relevant Experience: • Mystic Lake Casino and Hotel Parking / Landscape (Shakopee Mdewakanton Sioux Community) – Prior Lake, MN, • Miccosukee Resort & Gaming Development (Miccosukee Tribe) – Miami, FL, • Fargo Mid-America Steel Site Redevelopment Brownfield Assessment – Fargo, MN, • Ames Arena / Lakeville North High School – Lakeville, MN • Lakeville North and South High Schools Syn Turf Fields – Lakeville, MN PAUL SCHROEDER, PLA, ASLA, LEED AP LANDSCAPE ARCHITECT p: (763) 249-6796 e: pschroeder@srfconsulting.com KEY PERSONNEL MOUNDS VIEW COMMUNITY CENTER 14 KEY PERSONNEL JANNEKE SCHAAP, ASSOC. AIAB3 CONSULTANT p: (612) 839-0039e: janneke@precipitatearch.com Relevant experience: • MnDOT Clearwater Truck Station (B3 Consultant- with Oertel) • New Ulm, MN (LEED Consultant- with Oertel) • City of Apple Valley Central Maintenance Facility (Green Globes Sustainable Design Consultant- with Oertel) • The Hub Community Center- Perham, MN (B3 Sustainable Buildings Guidelines Consultant). Precipitate, PLLC are leaders in climate action architecture and consulting, and are committed to bringing the architectural community along toward carbon positivity. The firm has broad experience with leading project teams through sustainable building programs including MN’s B3 and LEED, and are experts in passive house (Phius) design and consulting. Precipitate founder Elizabeth Turner, AIA, CPHC, was involved with previous updates to the B3 program while employed by a previous firm, integrating user input and feedback to inform program iterations. She also brings experience managing energy and water data collection in B3 Benchmarking. Janneke Schaap, Assoc. AIA, was brought on to expand the firm’s offerings with sustainable design consulting via green building programs, helping projects navigate how the B3 guidelines fit with their process and managing documentation in the B3 tracking tool. We have experience working with the Oertel team on multiple projects navigating green rating systems. As your project partner, we would rather help you figure out how to achieve your project goals than tell you why it cannot be done. Curiosity and imagination inform our approach as much as knowledge and experience. We listen carefully, and when appropriate, work with you as early as the programming phase to help integrate structure into the overall design, which often helps avoid costly design changes later on. When we learn something new, we share it with you, so your business benefits from the same knowledge. STRUCTURAL ENGINEERING J.W. MURPHY CURRAN, PE, SE, PRINCIPAL STRUCTURAL ENGINEER p: (612) 604-3623 e: mcurran@mbjeng.com Murphy fills multiple project roles, whether as principal-in-charge or structural engineer of record, taking on a wide range of responsibilities that include design direction and decision-making, structural team oversight, structural coordination with other project disciplines, budget management, and proposal and contract preparation, and others. Murphy is experienced with all types of structural systems and materials and brings a highly creative approach to all his projects. With exceptional communication and organizational skills, he leads each project focusing on efficiency and constructability while supporting the project’s aesthetic elements. Relevant Experience: Anoka County Northtown Public Library Remodel, Blaine, MN, Camp Tanadoona Dining Hall, Excelsior, MN, City of Andover YMCA Community Center Expansion, Andover, MN, City of Apple Valley Cobblestone Park Pavilion and Restroom Building, Apple Valley, MN, City of Eagan Bridle Ridge Park Building, Eagan, MN, City of Eagan Trapp Farm Park Pavilion, Eagan, MN, City of Excelsior Commons Bandshell, Excelsior, MNCity of Hilltop City Hall Addition, Hilltop, MN, City of Lake Elmo City Hall and Fire Station, Lake Elmo, MN, City of Minneapolis City Hall Renovations (multiple projects), Minneapolis, MN, City of St. Paul Lilydale Regional Park Pickerel Lake Pavilion, Lilydale, MN, City of Waite Park River’s Edge, Waite Park, MN, City of Waite Park The Ledge Amphitheater, Waite Park, MN, City of Woodbury City Hall Renovation, Woodbury, MN, Dakota County Wescott Public Library Renovations, Eagan, MN, Gibbs Farm Red Barn Renovation, Falcon Heights, MN, Metro Transit Police Department Office Building, Minneapolis, MN, Minneapolis College of Art and Design Gateway Garden, Minneapolis, MN, Minneapolis Parks and Rec Eloise Butler Wildflower Garden Bridge and Boardwalk, Minneapolis, MN, Minnesota Governor’s Residence Renovation, St. Paul, MN, Minnesota Landscape Arboretum Bailey Shrub Walk Pavilion, Chaska, MN, Minnesota Landscape Arboretum Hsiao Garden Pavilion and Entry Gate, Chaska, MN SUSTAINABILITY & B3 CONSULTANT MOUNDS VIEW COMMUNITY CENTER 15 MOUNDS VIEW COMMUNITY CENTER STUDY Recent developments along the HWY 10 corridor through Mounds View, MN prompted the city to examine the feasibility of a renovation and addition to the current cities community center in an effort to further encouragecorridor development. The process included information gathering, existing facility and site analysis, spaceneeds programming, and concept development. The proposed program consisted of a new community garden space, fitness area, locker rooms, and three additional full size basketball courts to accommodate many of the cities hosted youth sporting events. Working with city staff and key leadership, multiple design options were developed and considered with respect to impact on existing parking, site parameters, and community center operations. The preferred layout was present to city council for community input and feedback. Key personnel: Andrew Cooper- lead architect, Daniel Englund, design architect, other support staff (not listed above) who will also work on your project CONTACT Don Peterson, Public Works Director 5394 Edgewood Dr, Mounds View, MN 55112 e: don.peterson@ci.mounds-view.mn.us p: (763) 717-4053 PROJECT EXPERIENCE- OERTEL ARCHITECTS MOUNDS VIEW COMMUNITY CENTER 16 FAIRMONT COMMUNITY CENTER STUDY Oertel Architects and Bolton & Menk worked with the City of Fairmont to review needs, develop a building program, review multiple sites and provide initial project budgeting for a new multi-function community center. This effort brought together multiple public agencies; the City of Fairmont, Martin County, Fairmont Area School District, and private parties such as the Mayo Clinic Health System and community organizations such as the Project 1590, a local community action group, and the local youth hockey association. The approach was to bring all these groups together to get input on what this facility could be. It was our job to organize and conduct those events. The city moved forward on this project with another firm. Key personnel: Andrew Cooper- Lead architectural planner, Maddy Peters- architectural support CONTACTPaul Hoye, Finance Director City of Fairmont100 Downtown Plaza, Fairmont, MN 56031 e: phoye@fairmont.orgp: (507) 238-3934 MOUNDS VIEW COMMUNITY CENTER 17 VADNAIS HEIGHTS COMMUNITY CENTER The Commons is a part of the North Service Center which also houses Public Works and a Fire Station. The venue is used by the city for voting and other large municipal events and can be rented out by the public for weddings, corporate banquets or seminars, and fundraisers. Utilizing four different spaces within the building, the venue can accommodate groups of 15 to over 400. In addition to the large open gathering room, the community space has a fully functional commercial kitchen, a large and small conference room, and an elegant fireplace reception room. This project received the WoodWorks Central Region Interior Beauty of Wood Award. Key Personnel: Thomas Stromsodt- Design Architect, Andrew Cooper- Design coordinator, Brenda Dever- Interiors CONTACT Mark Graham, Retired Director of Public Services e: mjlagraham@comcast.net p: (651) 245-6493 (personal cell) MOUNDS VIEW COMMUNITY CENTER 18 WHITE EARTH NATION FLEET STORAGE FACILITY- Key Personnel: Andrew Cooper, Daniel Englund, SRF Consulting- Paul Schroeder, Mike Aaron PROJECT EXPERIENCE- OERTEL ARCHITECTS RAMSEY PUBLIC WORKS FACILITY- Key Personnel: Andrew Cooper, Daniel Englund, Brenda Dever, SRF- Mike Aaron, EP- Electrical & Mechanical Engineering, MBJ- Murphy Curran MN NATIONAL GUARD FIELD MAINTENANCE- Key Personnel: Andrew Cooper, Brenda Dever, SRF- Civil Engineering, MBJ- Murphy Curran Structural Engineering MOUNDS VIEW COMMUNITY CENTER 19 CONSULTANT PROJECT EXPERIENCE- EMANUELSON PODAS HINCKLEY COMMUNITY CENTER- Hinckley, MN LIFE TIME FITNESS DAKOTAH! ICE CENTER- Shakopee Mdewakanton Sioux Community MOUNDS VIEW COMMUNITY CENTER 20 PROJECT SCHEDULE 1.0 PROJECT MANAGEMENT 2.0 REDISCOVERY 3.0 SITE AND BUILDING SPACE NEED PROGRAMMING 4.0 CONCEPT DESIGN DEVELOPMENT 5.0 PRE-DESIGN DELIVERABLE 1.1 Kick Off Meeting 1.2 Bi-Weekly Check-ins 2.1 Initial Concept Staff and Stakeholder Feedback a) Kick-Off Meeting - Goal Setting b) Online Survey Feedback Loop 2.2 Evaluation and Collection of New and Additional Detail a) Stormwater Study b) Event Programming and Fiscal Feasibility Study c) Zoning Study d) Technical Survey e) Geo-technical Evaluations f) Precedent Studies (Examples of Similar Projects) 3.1 Site Analysis and Contextual Review 3.2 Detailed Space Programming a) Gym Space and Spectator Demand b) Community Fitness Functions c) Community Meeting, Gathering, and Serving Functions d) Locker Room Demand and Size e) Office and Administrative Functions f) Building Function and Support Spaces • Restrooms • Storage • Mechanical and Electrical 3.3 Sustainability Programming a) Minnesota B3 Programming b) Consideration of Heating and Cooling Systems 3.4 Public Art 4.1 Design Progress Deliverables a) Building and Site Plans b) Elevations and 3D Modeling c) Concept Cost Comparison 4.2 Stakeholder and Community Demonstration and Feedback 4.3 Preferred Concept Selection 5.1 Minnesota Pre-Design Manual for Capital Projects 5.2 Plans 5.3 Elevations 5.4 Renderings 5.5 Total Project Cost Opinion OCTOBER 10, 2022NOVEMBER 2022DECEMBER 2022JANUARY 2023PRIMARY TASK DURATION TASK SPILL/EXTENSION REGULARLY SCHEDULED TOUCH POINTS WORK TASK DURATION WORK TASK SPILL/EXTENSION WORK TASK COMPLETION GOAL KICKOFF MEETING / OWNER PROVIDED DELIVERABLE TASK SCHEDULE KEY: MOUNDS VIEW COMMUNITY CENTER 21 CONCLUSION Oertel Architects and our entire team would like to thank you again for asking us to provide you with this qualifications package and meet with you regarding your project. We sincerely hope that our enthusiasm and approach to the intricacies, complexities, challenges and opportunities associated with designing a community asset facility and securing state funding has come through in that approach and enthusiasm. We are looking forward to meeting with you and seeing and hearing what questions you may have for us, and what your enthusiasms are for this project and this partnership. Sincerely, Andrew Cooper, AIA, Principal Oertel Architects, Ltd. Andrew Cooper, AIA, Principal 1795 St. Clair Avenue Saint Paul, MN 55105 p: (651) 696-5186 x 313 e: acooper@oertelarchitects.com MOUNDS VIEW COMMUNITY CENTER 22 THIS PAGE LEFT BLANK INTENTIONALLY PROPOSAL FOR: CITY OF MOUNDS VIEW ▶ YOUTH AND AMATEUR SPORTS COMPLEX Submitted September 29, 2022 | Contact Daniel Kodet AIA, NOMA, CID i KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW Cover Letter Firm Information Project Team Project Understanding and Approach Firm Experience Fee Letter Contents 1 3 5 9 13 KODET ARCHITECTURAL GROUP KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW ii September 29, 2022 Mr. Nyle Zikmund City Administrator City of Mounds View 2401 Mounds View Boulevard Mounds View, MN 55112 RE: Youth and Amateur Sports Complex Concept Plans and Cost Estimation Study Kodet Architectural Group appreciates the opportunity to submit a proposal to the City of Mounds View for the Youth and Amateur Sports Complex project. Our firm understands the importance of these types of facilities, as they are critical contributors to the vitality of the community. We are a full-service architectural firm, which looks at the design as being individual to each communities identity and not a “one-size fits all” scenario. Our process places emphasis on collaboration and developing innovative methods of connecting the facility and the various activities the Youth and Amateur Sports Complex offers to further enrich the City of Mounds View now and into the future. Over the last 30 years, community facilities have been a cornerstone of our firm’s portfolio. From our experience we have established a comprehensive approach that will aim to engage the City in creating innovative solutions in designing an expanded Youth and Amateur Sports Complex to best meet your needs and strengthen the services to the community through the following: • Planning process involving and coordinating with the City Council, staff, stakeholders, and the community to determine the opportunities and deficiencies and how these can best be addressed in planning. • Making the best use of the site, addressing parking, stormwater, and overall function of events for the facility on-site. • Maximizing building utilization with careful consideration of Sports Complexes, the existing building, and the programs unique complexities to enhance operating efficiencies. • Design quality is an important element for long-term use and value. We look at low maintenance, efficient, and functional facilities that are also a point of pride for your community. • Cost estimating by Kraus-Anderson is critical to determining priorities and the feasibility of changes; our team includes the right partner for this. • Sustainable Design that provides long-term value and enhances the building’s functions and provides operational cost savings. The Kodet Team understands the significance of community infrastructure like this. We will work collaboratively with the City of Mounds View to develop a vision that fits your community and sets you up for the funding success required to get this project constructed. Our firm appreciates the opportunity to present our design team in person to discuss on how to achieve your long-range objectives and vision. Sincerely, Daniel Kodet, AIA, NOMA, CID President and CEO Kodet Architectural Group, Ltd. d: 612-381-2101 e: dkodet@kodet.com Dear Mr. Zikmund: ▶ Cover Letter 1 KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW ▶ Firm Information Office Address 15 Groveland Terrace Minneapolis, MN 55403 p: 612.377.2737 Kodet Architectural Group, Ltd. Kodet Architectural Group is a second-generation family-owned architecture practice based in Minneapolis. We specialize in community-focused design, including recreational, schools, libraries, churches, maintenance facilities, and other structures that enhance connections and opportunity within communities. The firm has a strong portfolio of award- winning civic projects. Kodet has been involved in community facility planning since the firm started. Our experiences include the full spectrum of architectural services, including master planning, programming, security, sustainability, deferred maintenance, additions, and new building design. While our design work is diverse, we approach each project with a focus on representing the best interests of our clients. A commitment to design excellence, while meeting project budgets and schedules, comprises the firm’s primary practice philosophy. Location: Minneapolis, MN Year Established: 1983 Staffing by Discipline: Architects 3 Designers 6 Support 1 Total 10 • Hmong College Prep Academy | Phase 1 - 3 Addition + Remodel • Hmong College Prep Academy | Phase 4 Addition • Hmong College Prep Academy | Phase 4 Sports Dome + Parking Ramp • Hmong College Prep Academy | Phase 5 New Middle School + Remodel • Pleasant Hill Library | Dakota County • Minnesota State Academy for the Deaf | Wilkins Hall • Twin Cities Academy | New Building Design • Yinghua Academy | Renovation + Addition • City of Bloomington | Dred Scott Wheelhouse • Three Rivers Park District | Baker Park Restroom and Boat Rental Buildings • Three River Park District | Baker Park Shower and Infirmary Building Experience with Similar Projects: Point of Contact Daniel Kodet, AIA, CID p: 612-381-2101 e: dkodet@kodet.com Architectural Prime-Consultant KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW 2 ▶ Firm Information Kraus-Anderson Construction Company Kraus-Anderson has been helping clients with their needs since 1897. The facility assessment practice has grown to help our customers understand and identify needs to better help with the operation of each build- ing. Therefore, KA has helped customers prioritize their organization’s growing needs. KA’s team works collaboratively with clients to provide facility assessments, construction feasibility, logistical planning, cost estimating, and construction management services. Kraus-Anderson also employs mechanical and electrical engineers to assist with evaluation of existing building systems. Our in-house expertise brings a comprehensive under- standing of a building and potential issues that arise as buildings require maintenance. Bringing our construction and engineering expertise to a facility review allows us to find answers and solutions. It translates to under- standing the potential construction options, scheduling, and phasing that will be required to resolve said issues. Our preconstruction/project estimating capabilities allow us to tap into the latest and greatest information on market data and real-time costs of materials and equipment. Location: Minneapolis, MN Year Established: 1897 Staffing by Discipline - Facility Assessment Practice: Architects 3 Prof. Engineers 5 Other Staff 20 Total 28 • Mounds Park Academy - Facilities Assessment | Maplewood, MN • City of Little Canada Facilities Assessment | Little Canada, MN • Eastern Carver County Schools - Facilities Assessment | Carver, MN • City of Monticello - Facility Assessment | Monticello, MN • City of Chanhassen - Facilities Assessment | Chanhassen, MN • Jordan School District - Facility Assessment | Jordan, MN • City of Burnsville - Facilities Assessment | Burnsville, MN • The Duluth Playhouse - Facilities Assessment | Duluth, MN Experience with Similar Projects: Cost Estimation Sub-Consultant Preconstruction Team Mechanical & Electrical Systems Team (MEP) Virtual Design & Construction (VDC) / Drone Team Building Science Team Market Sector Leadership Construction Executives OUR PEOPLE KA’s team works collaboratively with clients to provide facility assessments, construction feasibility, logistical planning, cost estimating, and construction management services. Kraus-Anderson also employs mechanical and electrical engineers to assist with evaluation of existing building systems. 3 KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW ▶ Project Team DANIEL KODET, AIA, NOMA, CID Kodet Architectural Group, Ltd. Role: Principal-in-Charge Experience: 15 Years Registration: Architect (MN #57304) and CID (MN #C02500) Daniel is the second-generation owner and principal in charge of Kodet. A passionate advocate for architecture that serves the common good, he believes that well- designed structures can enhance growth, connection, communication, and equality within a community. Daniel has worked on government, religious, educational, corporate, and cultural projects for local, national, and international clients, and these experiences have impressed upon him that the best design outcomes arise from a client-centered process. Relevant Experience: • Our Father’s Lutheran Church Facility Planning Document | Rockford, MN • Episcopal Church of the Ascension Visioning and Master Plan | Stillwater, MN • Lutheran Church of the Good Shepherd | Minneapolis, MN • Westwood Lutheran Church | Minneapolis, MN • Central Lutheran Church | Minneapolis, MN • First Unitarian Society | Minneapolis, MN • Twin City Chinese Christian Church | Roseville, MN • Minnesota Historical Society 1500 Mississippi Building Assessment | St. Paul, MN Teri will serve as Project Manager and Day-to-Day contact for the project. With more than 30 years of experience in the architectural profession, Teri is committed to ensuring that stakeholders’ expectations are met and exceeded in every aspect of project design and delivery. She has over 30 years of ADA Assessment + Accessibility analysis and understands the requirements + level of detail necessary for completing a thorough assessment. She is well-versed in the various issues related to religious buildings Relevant Experience: • Lutheran Church of the Good Shepherd | Minneapolis, MN • Westwood Lutheran Church | Minneapolis, MN • Central Lutheran Church | Minneapolis, MN • First Unitarian Society | Minneapolis, MN • Twin City Chinese Christian Church | Roseville, MN • St. Bridget Catholic Church | Minneapolis, MN • St. Croix Lutheran Church | West St. Paul, MN • Church of St. Joseph the Worker | Maple Grove, MN • Our Saviour’s Lutheran Church | Minneapolis, MN • Twin Cities Academy Existing Facility Assessment | St. Paul, MN • East Side Freedom Library Facility Assessment | St. Paul, MN TERI NAGEL, LEED AP BD+C, ALEP Kodet Architectural Group, Ltd. Role: Project Manager Experience: 30+ Years Registration: Certified Minnesota Accessibility Specialist KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW 4 ▶ Project Team TIM KITTILA, PE Kraus-Anderson Role: Facilities Assessment Manager Experience: 17 Years Registration: Professional Mechanical Engineer MN #46615 Tim helps the owner verify program needs and assists in generating a master plan that addresses the facility options and the risks that exist for each of the options presented. He observes, reviews, and documents the facility conditions, including - but not limited to - site conditions, exterior envelope, interior finishes, mechanical and electrical systems, ADA requirements, and safety and security. He will present all viable options and costs associated as a part of a comprehensive plan. Relevant Experience: • Mounds Park Academy - Facilities Assessment | Maplewood, MN • City of Little Canada Facilities Assessment | Little Canada, MN • Eastern Carver County Schools - Facilities Assessment | Carver, MN • City of Monticello - Facility Assessment | Monticello, MN • City of Chanhassen - Facilities Assessment | Chanhassen, MN • Jordan School District - Facility Assessment | Jordan, MN • City of Burnsville - Facilities Assessment | Burnsville, MN • The Duluth Playhouse - Facilities Assessment | Duluth, MN DUSTIN PHILLIPS, Kraus-Anderson Role: Senior Project Manager Experience: 17 Years Registration: APWA, IFMA Dustin will be responsible for monitoring and refining the long-range and short-term plans to ensure success on the project. He will provide project oversight and team support throughout planning. Dustin’s relevant experience with city facilities will prove invaluable as constructibility and risks are anticipated, planned for, and effectively mitigated. Relevant Experience: • City of Burnsville | Facilities Assessment • City of Chanhassen | Facilities Assessment • City of Little Canada | Facilities Assessment • City of Monticello | Facility Assessment • Isanti County | Facilities Assessment • Scott County | Government Center Remodel • City of Woodbury | City Hall Renovation • City of White Bear Lake | Public Safety Center Addition • City of Burnsville | City Hall Renovation 5 KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW ▶ Project Understanding and Approach Kodet doesn’t believe that we will have ‘the answer’ right away. Our team has extensive experience with sports and recreational facilities like Mounds View’s Community Center, but every client and every project is unique. Collaboration is critical to how we do our work. The following will be key to our process for the Youth and Amateur Sports Complex Concept Plans and Cost Estimation Study: Creating an Integrated Team with the City of Mounds View, Kodet, and Kraus-Anderson Fostering an Inclusive and Forward Looking Concept Plan and Cost Estimation Process Leveraging Our Experience with Recreational and Sport Complexes ++ An Integrated Team Based on the Feasibility Study conducted by CSL, we recognize that the Mounds View has already put careful thought into the planning of this project. Our proposed team of Kodet Architectural Group and Kraus-Anderson is excited to team with you towards the realization of your vision to become a draw for sports in the region. Much like Kodet, Kraus-Anderson was founded on the values of serving communities and belief that collaborating closely with clients, architects, and the community early on lays the groundwork for success. The value of working with a combined Architect/ Contractor team during the Concept Plan and Cost Estimation process is that we see the full range of possibility for this project; from the minute details and immediate needs to the long term opportunities at the city scale. Engaging Staff and Stakeholders in the Design Process With 35+ years of experience working in the Municipal sector, Kodet understands the importance of staff and stakeholder engagement as a component of the design process. We’ve facilitated participation plans that have engaged a variety of stakeholder groups including specific users, committees, community groups, student organizations, city governments, and the general public. We advocate the fundamental principal that those affected by a decision have the right to be part of the decision making process. We aim to provide information to the Mounds View in a meaningful way and to be clear about how their input has affected the project outcome. There is no ‘One Size Fits All’ in project engagement and Kodet will guide you through the design of a custom approach that best fits the City of Mounds View. Experience with Recreational and Sport Complexes Sport Complexes are vital infrastructure and traditional gathering points within our community. This project will focus on providing a state-of-the-art and efficient Sports Complex facility, we will collaborate to develop a facility which the amenities required to support your current operations and accommodate for future growth. With basketball court design, especially for a potential tournament gym, the accessory areas are as critical as the court itself. First, is providing adequate space around the court for players to step out while running after a ball without ending up in the observer seating or walking areas. Next, is determining how many spectators is desired and providing quality viewing, typically on the long side of the court. Then, providing adequately sized locker rooms for teams, convenient restrooms for all spectators, and a locker room with restroom for referees all enhance the experience. Beyond the gym, creating a wellness room and/ or a weight room allow athletes to train and for the community to come in and use quality equipment. A walking or running track around the upper perimeter is also another amenity sometimes provided to allow dual purpose to these gym areas for winter walkers and birds-eye view standing for games. Finally, to make the experience better for everyone are concessions areas with casual seating for long tournament days. KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW 6 ▶ Project Understanding and Approach 1. CONCEPTUAL DESIGN From day one, we will pair design analysis and concepts with cost estimation for your project utilizing historical cost data normalized to the time and location of the project. Modelogix (historical cost modeling database) allows KA to leverage its extensive project cost history of similar projects to quickly generate accurate, location- and time-sensitive conceptual estimates for your project. 2. BEST PRACTICES The above program combined with our team’s experience allows us to explore design concepts in a meaningful way. Whether that is building layout, building materials, lead time issues or things to consider related to training or functionality to "future proof" your facility. Our team can be bring value with data driven solutions so that the City can make the best possible choice for them. 3. COST ESTIMATION KA can provide pricing options pending impacts of state bonding. Both Kodet and Kraus Anderson are working on similar facilities right now with these types of impacts to help all involved be aware of deadlines and cost or schedule impacts. Defining Scope: Expansion of Existing Facility Based on our meeting with you and the CSL Feasibility Study provided, we understand this project is to provide Concept Plans and Cost Estimation, for the expansion of the existing Community Center from 2 courts to 5 total basketball courts (convertible to 10 volleyball courts). The scope of this study includes: • Determining building the size and location for the increased facility size and expanded parking requirements. • Preparing building plans, site plans, and illustrative renderings of both interior and exterior spaces. • Recommending best practices for the projects design. • Preparing project cost estimates. This facility needs to meet contemporary requirements for Sports Complexes, including adequate training spaces, locker rooms, storage, and functional requirements to maintain the function and on-going occupancy of the existing Events Center and community programs that share the overall facility. Kodet and Kraus Anderson will establish the pre-design scope of the project, including extent of building program, square footages, adjacencies, site layout, initial cost estimates based on the concepts, project cost budget, and the project schedule. We will be working with the City of Mounds View to design the Concept Plans of the building in preparation for pursuit of bonding in the 2023 legislative session. Project Success: Conceptual Design, Best Practices, Cost Estimation Project success cannot happen without successful pre-design activities. Our team has the proven experience to successfully develop concepts, cost estimates and provide key information to keep the project on track. We start by putting together the following three elements along with an Overall Budget Summary that tracks both hard costs and soft costs, encompassing all aspects of the project. This is done in partnership with the City of Mounds View, Kodet, and Kraus Anderson and can be used by the City to pursuing bonding through the State. Cost Certainty 7 KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW ▶ Project Understanding and Approach Our clients are central to our practice; you are the core of the design team and the force that drives and guides the creative process. We are motivated by your passion for your cause. Kodet builds community. The structures we design for cities, school districts, congregations and other organizations all begin with this question: How can we spark and strengthen community connections? Our process goes beyond basic programming and budget calculations; we delve deep into the activities and culture that animate each client’s community. We stay engaged with clients long after construction is complete, reviewing our work, reengaging on second-phase projects, and volunteering at community events. The result of our focus on community buildings is a diverse portfolio of quality, affordable, durable, and aesthetically striking structures where people work, play, worship, learn, and connect in ways that nourish communities and advance the greater good. Our Vision We believe that everyone benefits when communities have a place to gather in person to play, work, worship, learn, laugh, celebrate, and connect. We strive to design spaces where everyone feels welcomed and well-served. Our Mission To design buildings that spark connections, strengthen relationships, and support and benefit communities— including the community that is the Kodet team. Our Beliefs • We believe in-person connections nourish people and strengthen communities. • We believe that affordability and aesthetics can coexist in design. • We believe that every client deserves our best work and outstanding service. Our Goals • To design buildings that benefit communities and their members. • To nurture and strengthen our clients’ communities and our own. • To advance the work of the profession through civic involvement and public service.Hmong Academy - Phase III Grand Opening Listening is fundamental to our design philosophy. We listen to learn about what makes the City of Mounds View special and unique to the community that lives and works there. KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW 8 ▶ Project Understanding and Approach The project schedule lays the groundwork for extensive activity to be done by a variety of project partners. To achieve successful collaboration, significant project management and scheduling must be conducted effectively and communicated to the entire team. We develop, track, and review the schedule as a team throughout the project timeline with diagrams like the rough draft below: 9 KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW ▶ Firm Experience HMONG COLLEGE PREP ACADEMY | NEW K-12 CAMPUS KODET ARCHITECTURAL GROUP, LTD. SCOPE: Master Planning, Renovations, and New Construction LOCATION: St. Paul, MN COST: Phase 1: $895,000 Phase 2: $700,000 Phase 3: $12.5 Million Phase 4: $27.9 Million Phase 5: $24 Million COMPLETED: Phase 5: Spring 2022 Hmong College Prep Academy is a growing charter school that relocated to an existing building and has been remodeling to fit their expanding program ever since. The building was originally a health club and required a substantial amount of work to accommodate the vibrant elementary, middle, and high school programs. Through 5 phases of renovations and new construction, the Kodet Team collaborated with the Hmong College Prep community, staff, and stakeholders to identify opportunities and deficiencies within the existing health club building to build a campus for the Academy. We connected through listening sessions to engage the community and develop a stronger understanding of the school’s unique vision to create a community and cultural home for the area’s Hmong population. Phase I: Locker Room + Lunchroom Renovation Phase II: Gymnasium Renovation + Stage Addition Phase III: Renovation + HS Addition + LEED Certification + New Entry Phase IV: Parking Ramp + Sports Dome + Elementary Addition Phase V: Middle School Addition + Robotics Arena + Skyway + Student Commons + Gymnasium with track KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW 10 ▶ Firm Experience HMONG COLLEGE PREP ACADEMY | NEW K-12 CAMPUS KODET ARCHITECTURAL GROUP, LTD. 11 KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW ▶ Firm Experience TWIN CITIES ACADEMY | NEW BUILDING DESIGN KODET ARCHITECTURAL GROUP, LTD. SCOPE: New Construction LOCATION: St. Paul, MN COST: $12.9 Million SIZE: 61.188 sf COMPLETED: 2016 PROJECT TEAM: Teri Nagel Daniel Kodet John Brandel Twin Cities Academy (TCA) is a tuition free public charter middle and high school in St. Paul, Minnesota and is consistently rated in the top tier of charter schools in the state. TCA needed to relocate into a facility which would promote their visions of empowering + inspiring young adults to make a difference. In collaboration with the staff + stakeholders the Kodet team was able to design a school which was both cost effective and better suited for their educational needs, now and into the future. Vital to the vision of the new facility was to create a warm welcoming space for students, staff, and the community to gather. The open entryway achieves this, as students enter their new space with inviting windows which fill the entry way with natural light. As one progresses into the atrium, they gravitate towards the fireplace, which rests between the library + gymnasium. The fireplace provides a welcoming environment for families, students, the public, and staff; creating a warm public place. The new Twin Cities Academy provides the school with a permanent presence in the neighborhood. Utilizing a previously desolate site, the building returns value to the community. The school promotes pride and community amongst staff and students, giving a facility that designed and built with integrity. KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW 12 ▶ Firm Experience YINGHUA ACADEMY | ADDITION AND REMODEL KODET ARCHITECTURAL GROUP, LTD. SCOPE: Addition and Remodel LOCATION: Minneapolis, MN COST: $6.5 Million SIZE: 83,500 sf COMPLETED: 2015 PROJECT TEAM: Teri Nagel John Brandel Daniel Kodet Yinghua Academy was the first Chinese immersion charter public school established in the United States. As one of the most successful Chinese immersion schools in the nation, it has a cutting-edge curriculum recognized for leading in Mandarin Chinese and English education for all students. With a growing enrollment, and expanded community outreach, the School made the decision to expand on their 45,000 sq. ft. building to meet its growing educational needs. This original building functioned as an elementary school owned by Minneapolis Public Schools and Kodet worked with parents, administration, and staff to add a 38,500 sq. ft addition. The addition provides a combination of classrooms, media, student commons, and a high school-sized gymnasium. The new addition was designed to fit into the neighborhood by carefully controlling the height of the building. The building plan reflects innovative educational design by featuring single central entry point for security and check-in, the school also features a central student commons that links all the major spaces which provides flexibility to accommodate the multiple uses the facility engages in every day it also includes break out spaces and student work exhibit areas. 13 KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW ▶ Fee Letter The following is in response to your fee request for Concept Plans and Cost Estimation for the expansion of your current Community Center into a 5 gymnasium Youth and Amateur Sports Complex for the City of Mounds View. These services will address the expansion of your existing facility and provide cost estimation for the proposed concepts. We welcome the opportunity to review and discuss any part of the fee proposal. Based on our on-site meeting, the Concept Plans and Cost Estimation for the City of Mounds View must include consideration of the following Scope of Work: Concept Plans Services $29,500 This portion takes into account all aspects of your site and facility, assessing the internal and external connections of your church and school buildings with consideration to their best, most efficient, and safest use. • Develop a concept plan drawing showing all changes • Develop a phasing drawing to implement plans • Square foot phasing costs to implement concept plan • Concept plan strategies to meet flexible future needs • Concept plan drawing, site plan drawing, elevations and perspective renderings (2 interior, 2 exterior) as mutually determined • Concept plan Document • Stakeholder meetings, generally two to four groups, as mutually determined • Two (2) community meetings in addition to the stakeholder meetings as mutually determined Cost Estimation Services $5,000 Upon completion of the concept planning effort by Kodet, Kraus-Anderson will to assist with pre-construction estimation for the Mounds View Recreation Center addition. Kodet will provide KA detailed conceptual plans from the Master planning efforts. KA will then provide various costs estimates, based upon the provided concepts, but in the context of current construction market conditions. KA will leverage in-house estimates, pre-con estimation modeling and estimation tools, as well as information from local vendors in order to provide the City an accurate estimation of total construction costs (hard and soft). Phases of the projects maybe required as well as an estimation of construction phasing and timing. Escalation will also be included for project construction timing. We propose to provide the preconstruction estimation services- furnish all labor, material, worker’s compensation, all liability insurance, and to pay all state, federal and local taxes to provide this assessment for a lump sum fee of $5,000. Proposed Fee(Concept Plans + Cost Estimation): Lump Sum Fee: $34,500 Recommendations: We recommend that the City of Mounds View obtain a current site survey, Phase I, and II Environmental Site Assessments for this work. Kodet can assist in the selection of qualified consultants for this work whose contract would be held directly with the City. Additional Services: Additional Services and Specialty consultants, if required, are in addition to the above and to be based on hourly rates. These services may include: 1. Virtual walkthroughs, Physical building model 2. Mechanical, Electrical, Plumbing, and/or Structural engineering services 3. Landscape, lighting, and or acoustical consultation 4. Environmental analysis, design, etc. (e.g. asbestos & lead) to be coordinated by Kodet at hourly rates provided and paid directly to the vendor by owner 5. Investigative or Intrusive Testing and Specialty Assessment Service KODET ARCHITECTURAL GROUP | CITY OF MOUNDS VIEW 14 ▶ Fee Letter Recommended Add-Alternate - Conditions Assessment $9,400 As an additional consideration, Kraus-Anderson can provide Mounds View a Facility Condition Assessment of the existing 1998 facility portion. This area of the facility is approximately 26,000 SF. The goal of the assessment will be to identify all deferred maintenance and upcoming facility expenditures for this section of the facility, but also digitize the findings into a consolidated and detailed report. The facility condition assessment and site review will be inclusive of a 10-year plan of current and anticipated deferred maintenance, and provide approximation of costs for each line-item deferred maintenance identified. This will allow for the City to consider the potential costs of upkeep for the existing facility to give the city the transparency for upcoming maintenance costs. Proposed Fee (Concept Plans + Cost Estimation + Conditions Assessment): Lump Sum Fee: $43,900 We propose to provide the preconstruction estimation services- furnish all labor, material, worker’s compensation, all liability insurance, and to pay all state, federal and local taxes to provide this assessment for a lump sum fee of $9,400. Summary The basic need for Concept Plans and Cost Estimation services centers around having a clear direction on the scope and cost of the project for use by the City in pursuing bonding through the State. The added value of the conditions assessment is to demonstrate the City’s full and comprehensive review of the entire facility in these planning efforts. The above fees and schedule can be reviewed and discussed for any clarifications or revisions based on changes to project scope and/or time. I trust that the above is responsive to your Request for Proposal. We are excited to team with the City of Mounds View. Sincerely, KODET ARCHITECTURAL GROUP, LTD. Daniel Kodet, AIA, NOMA, CID President and CEO THIS PAGE LEFT BLANK INTENTIONALLY Item No: 3 Meeting Date: October 3, 2022 Type of Business: Work Session Administrator Review: City of Mounds View Staff Report To: Honorable Mayor and City Council From: Mark Beer, Finance Director Item Title/Subject: Review Special Revenue, Debt Service, Capital Projects and Enterprise Funds Draft Budgets for 2023 Attached are the budgets for the Other Funds (Special Revenue, Debt Service, Capital Projects, and Enterprise) for your consideration. The Council has reviewed the General Fund and will again in November or December. The Special Revenue, Debt Service, Capital Projects, and Enterprise funds have not been reviewed. Enterprise Funds The City has and will continue to perform long term capital maintenance on the various utility systems. Many of the systems are aging and have received or will need attention in the next few years. This has driven the need for rate increases. Staff is recommending that the base charge increase by $1 per quarter per connection. Variable rates would increase by a dime for the lowest tier and slightly more for higher tiers in 2023. Water line repair insurance would not increase for 2023 and is currently $8.00 per quarter. Overall water rates would increase $0.95 per month or $11.44 annually. Future base charges would increase by smaller amounts until the base charge is approximately 65% of revenue. This may mean that variable rates won’t increase for several years but the base rate will. The City is implementing major improvements to the water treatment plants and well control equipment and should finish in 2024. New smart water meters will be installed in 2023/24 which will improve services and accuracy. The Sewer fund anticipates a 4% increase in user charges which will add $1.33 per month or $15.99 annually to a residential utility bill. Met Council Environmental Services (MCES) waste charges increased by 5.89% for 2023 Future increases of 4% for 2024, and 3.5% for 2025 will help stabilize the sewer fund. The Storm Water fund will have a proposed $1 per quarter or $4 per year increase in 2023. This will continue to build reserves to finance the deferred maintenance on the storm water system. The City will be slip lining some of the storm sewers to extend their lives in the coming years and that could impact future rates also. The Street Light Fund will have no increase in 2023. Total utility charges will increase by $2.62 per month or $31.43 for the full year. Capital Projects Funds There are a number of capital projects that are anticipated to occur in 2023 the most prominent is reconstruction of Pleasant View road and Spring Lake road which will occur over 2 years. There are small projects for City Hall and the Community Center conference room, hardening of the dais, and front counter and other miscellaneous improvements. There is a $75,000 transfer budgeted in the General Fund for 2023 to the Special Projects Fund. THIS PAGE LEFT BLANK INTENTIONALLY Special Revenue Funds Most of the special revenue funds are small and the budgets are driven by the specific revenues received. The most note worthy are the Cable, EDA, Community Center, and TIF 5 as they have the most significant activity. The EDA fund will be funded by an EDA levy not exceeding $100,000, a transfer from TIF 5 & 6 that is limited to 5% of the increment in TIF 5 and 10% in TIF 6 (approx. $99,600) and a $50,000 transfer from the General Fund. The transfer from the General Fund to the Community Center Fund is proposed to stay at $350,000 but will need to be revisited in 2024. Debt Service Fund This fund accounts for a tax levy to pay the debt service for the Public Works facility, the amounts correspond to principal and interest amounts due on February 1 and August 1 and are collected the year prior to the debt service payment. Staff would recommend that Council review the funds and make any recommendations that they may have. Respectfully Submitted, Mark Beer Mark Beer, Finance Director City of Mounds View 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 General Fund:Actual Actual Actual Budget Request Dollar Percent Revenues: Property taxes - Base levy 4,245,901 4,516,708 4,666,766 4,922,043 5,292,965 370,922 7.54% Special tax levies, Bonds 165,800 171,190 166,291 165,916 127,164 (38,752) -23.36% Special tax levies, Operations 349,145 369,145 369,145 424,145 424,145 - 0.00% Franchise tax 308,835 301,755 335,107 305,000 330,000 25,000 8.20% Other taxes 26,477 29,309 34,206 26,000 27,000 1,000 3.85% Hotel/motel tax 71,957 29,264 52,820 50,000 53,000 3,000 6.00% Licenses and permits 348,201 269,447 294,605 252,872 277,172 24,300 9.61% Intergovernmental 1,303,053 2,419,722 2,078,190 1,267,202 1,254,370 (12,832) -1.01% Charges for services 38,007 60,384 42,893 49,625 47,625 (2,000) -4.03% Fines & forfeitures 46,098 25,596 43,311 33,750 33,750 - 0.00% Interest 316,381 196,579 (62,699) 80,000 90,000 10,000 12.50% Miscellaneous 323,497 310,601 355,163 274,221 275,789 1,568 0.57% Transfers: Water Fund 80,446 82,859 85,345 87,905 90,542 2,637 3.00% Sewer Fund 80,446 82,859 85,345 87,905 90,542 2,637 3.00% Storm Water Fund 8,309 8,558 8,815 9,079 9,351 272 3.00% Street Light Fund 2,854 2,940 3,028 3,119 3,213 94 3.01% Vehicle & Equipment Fund - - - 26,000 27,000 1,000 3.85% Total revenues 7,715,407 8,876,916 8,558,331 8,064,782 8,453,628 388,846 4.82% Expenditures: Legislative Services: City Council 58,013 50,168 52,792 61,953 65,852 3,899 6.29% Advisory Commissions 39,379 3,900 37,548 24,850 26,350 1,500 6.04% Subtotal 97,392 54,068 90,340 86,803 92,202 5,399 6.22% Administrative Services: City Administrator 305,115 307,051 311,557 339,624 352,474 12,850 3.78% Elections 26,954 27,023 35,743 37,750 37,750 - 0.00% Finance 274,866 282,535 291,811 306,457 319,739 13,282 4.33% Central Services 298,124 252,163 301,375 321,430 338,086 16,656 5.18% Subtotal 905,059 868,772 940,486 1,005,261 1,048,049 42,788 4.26% Community Development 441,676 417,362 466,285 504,002 530,453 26,451 5.25% Police 3,325,570 3,258,674 3,474,836 3,637,988 3,861,260 223,272 6.14% Fire 693,855 685,219 620,491 731,098 695,664 (35,434) -4.85% Public Works Administration 153,706 118,975 121,077 129,566 141,473 11,907 9.19% Parks, Recreation & Forestry: Recreation 125,940 96,795 - - - - 0.00% Parks 342,429 399,410 485,102 493,517 520,368 26,851 5.44% Forestry 44,185 64,092 65,004 78,144 77,061 (1,083) -1.39% Subtotal 512,554 560,297 550,106 571,661 597,429 25,768 4.51% Fleet Services: Building & Grounds Mtnce 143,343 171,071 179,260 137,507 180,714 43,207 31.42% Vehicle & Equipment Mtnce 113,381 136,106 129,935 144,608 154,352 9,744 6.74% Subtotal 256,724 307,177 309,195 282,115 335,066 52,951 18.77% Streets: Pavement Management 234,368 218,179 203,663 238,426 250,378 11,952 5.01% Snow & Ice Control 177,992 161,346 149,384 163,180 171,775 8,595 5.27% Sign Maintenance 47,318 42,676 38,601 70,476 72,300 1,824 2.59% Subtotal 459,678 422,201 391,648 472,082 494,453 22,371 4.74% Other Convention & Visitor's Bureau 65,455 29,314 47,865 47,500 50,350 2,850 6.00% Social Service Coordination 35,329 57,054 51,936 53,206 57,729 4,523 8.50% Miscellaneous/contingency 3,662 3,574 2,897 6,500 6,500 - 0.00% Transfers to other funds 690,000 1,374,000 1,525,000 775,000 2,275,000 1,500,000 193.55% Debt service 24,495 166,468 - - - - 0.00% Subtotal 818,941 1,630,410 1,627,698 882,206 2,389,579 1,507,373 170.86% Total expenditures 7,665,155 8,323,155 8,592,162 8,302,782 10,185,628 1,882,846 22.68% Net change in fund balance 50,252 553,761 (33,831) (238,000) (1,732,000) (1,494,000) Beginning Fund Balance 9,200,534 9,250,786 9,804,547 9,770,716 9,532,716 Ending Fund Balance 9,250,786 9,804,547 9,770,716 9,532,716 7,800,717 (1,494,000) 1 City of Mounds View GENERAL FUND 2023 Budget Summary Community Park Public 2023 2022 Percent Legislative Admin Finance Central Development Police Fire & Rec Works Misc.Total Total Variance Change Current Personnel services 43,066$ 341,904$ 295,892$ -$ 483,220$ 3,322,852$ -$ 378,491$ 604,661$ 6,500$ 5,476,586$ 5,156,363$ 320,223$ 6.21% Materials & supplies 3,450 1,310 1,150 40,590 4,365 104,675 - 84,728 165,917 - 406,185 358,290 47,895 13.37% Contractual services 45,686 47,010 22,697 297,496 42,868 433,733 489,555 134,210 200,414 108,079 1,821,748 1,770,483 51,265 2.90% Contingency - - - - - - - - - - - - - 0.00% Current total 92,202 390,224 319,739 338,086 530,453 3,861,260 489,555 597,429 970,992 114,579 7,704,519 7,285,136 419,383 5.76% Other Principal - - - - - - 115,475 - - - 115,475 148,025 (32,550) -21.99% Interest - - - - - - 5,634 - - - 5,634 9,991 (4,357) -43.61% Capital outlays - - - - - - 85,000 - - - 85,000 84,630 370 0.44% Transfers to other funds - - - - - - - - - 2,275,000 2,275,000 775,000 1,500,000 193.55% Other total - - - - - - 206,109 - - 2,275,000 2,481,109 1,017,646 1,463,463 143.81% Department Total 92,202$ 390,224$ 319,739$ 338,086$ 530,453$ 3,861,260$ 695,664$ 597,429$ 970,992$ 2,389,579$ 10,185,628$ 8,302,782$ 1,882,846$ 22.68% 2022 Budget 86,803 377,374 306,457 321,430 504,002 3,637,988 731,098 571,661 883,763 882,206 8,302,782 Increase (Decrease)5,399 12,850 13,282 16,656 26,451 223,272 (35,434)25,768 87,229 1,507,373 1,882,846 Percent change 6.22%3.41%4.33%5.18%5.25%6.14%-4.85%4.51%9.87%170.86%22.68%2 THIS PAGE LEFT BLANK INTENTIONALLY 3 CITY OF MOUNDS VIEW, MINNESOTA Special Revenue Funds 2023 Budgets Combining Statement of Revenues and Expenditures and Net Changes in Fund Balances Cable Community Lakeside Recycling TIF TIF TV Forfeiture EDA Center Park Grant District #5 District #6 2023 2022 Revenues: Taxes 112,000 - 100,000 - - - 1,884,584 83,935 2,180,519 2,127,185 Intergovernmental: County grants - - - - - 32,631 - - 32,631 32,631 Other local govt.- - - - 25,000 - - - 25,000 23,000 Charges for services: Culture and recreation - - - 433,000 - - - - 433,000 421,000 Miscellaneous: Fines - 2,000 - - - - - - 2,000 2,000 Investment income - -- 300 25 - 1,500 500 2,325 2,025 Other - -- - 500 - -- 500 500 Total revenues 112,000 2,000 100,000 433,300 25,525 32,631 1,886,084 84,435 2,675,975 2,608,341 Expenditures: Public safety Supplies - 10,200 - - - - - - 10,200 4,200 Contractual services - 500 - - - - - - 500 500 Sanitation Personal services - - - - - 16,163 - - 16,163 16,284 Supplies - - - - - 750 - - 750 500 Contractual services - - - - - 15,718 - - 15,718 15,847 Culture and recreation: Personal services 48,491 - - 576,245 5,765 - - - 630,501 601,681 Supplies 2,500 - - 29,600 2,500 - - - 34,600 33,780 Contractual services 57,552 - - 249,114 17,260 - - - 323,926 334,736 Economic development Personal services - -161,448 - - - - - 161,448 156,168 Supplies - - 350 - - - - - 350 350 Contractual services - - 60,824 - - - 1,769,690 76,042 1,906,556 1,863,228 Capital outlay - - 30,000 - - - - - 30,000 30,000 Total expenditures 108,543 10,700 252,622 854,959 25,525 32,631 1,769,690 76,042 3,130,712 3,057,274 Surplus of revenues over (under) expenditures 3,457 (8,700) (152,622) (421,659) - - 116,394 8,393 (454,737) (448,933) Other financing sources (uses) Transfers in - -152,622 350,000 - - - - 502,622 499,633 Transfers out - - - - - - (94,229) (8,393) (102,622) (99,633) Total other financing sources (uses)- - 152,622 350,000 - - (94,229) (8,393) 400,000 400,000 Net change in fund balance 3,457 (8,700) - (71,659) - - 22,165 - (54,737) (48,933) Fund balance, January 1:176,699 9,398 1,303,993 319,208 17,688 31,594 919,485 34,064 2,812,129 2,712,073 Fund balance, December 31 180,156 698 1,303,993 247,549 17,688 31,594 941,650 34,064 2,757,392 2,663,140 Total 4 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Cable TV (Fund 210): Revenues 3180 Franchise fee 117,649 116,730 122,006 116,000 112,000 (4,000) -3.45% 3680 Other revenue - - 3,500 - - - 0.00% Total revenue 117,649 116,730 125,506 116,000 112,000 (4,000) -3.45% Operating expenses Operations (4350) Personnel services 0100 Salaries, regular 68,926 37,650 39,799 42,784 27,406 (15,378) -35.94% 0110 Salaries, over-time 1,096 - - - - - 0.00% 0150 Salaries, part-time - - - - 11,248 11,248 #DIV/0! 0300 Social security 3,865 2,532 2,695 3,272 2,956 (316) -9.66% 0321 PERA 4,080 2,853 2,939 3,208 2,900 (308) -9.60% 0400 Group insurance 10,424 7,485 7,583 8,878 3,696 (5,182) -58.37% 0500 Workers compensation 218 255 238 351 285 (66) -18.80% Total personnel services 88,609 50,775 53,254 58,493 48,491 (10,002) -17.10% Materials & supplies 1230 Supplies, equipment 978 - 75 2,000 1,800 (200) -10.00% 1600 Supplies, operating 5 - 22 710 700 (10) -1.41% Total materials & supplies 983 - 97 2,710 2,500 (210) -7.75% Contractual services 3030 Other professional services 9,258 27,103 25,776 22,500 25,000 2,500 11.11% 3630 Training & conferences 199 - - - - - 0.00% 3800 Mileage & parking 3 - - - - - 0.00% 3900 Grants & subsidies 29,256 29,494 29,573 30,603 31,052 449 1.47% 5130 Repairs, equipment - - - 1,500 1,500 - 0.00% Total contractual services 38,716 56,597 55,349 54,603 57,552 2,949 5.40% Capital 7030 Equipment 107,921 - - - - - 0.00% Total capital outlays 107,921 - - - - - 0.00% Total expenditures 236,229 107,372 108,700 115,806 108,543 (7,263) -6.27% Net change in fund balance (118,580) 9,358 16,806 194 3,457 3,263 1681.96% Fund balance, beginning year 268,921 150,341 159,699 176,505 176,699 194 0.11% Fund balance, end of year 150,341$ 159,699$ 176,505$ 176,699$ 180,156$ 3,457$ 1.96% 39,699 56,597 55,446 57,313 60,052 60,052 5 Fund: 210 Cable TV Revenues Account Description 2020 2021 2022 2023 Description 3180 Franchise fee revenue 116,000 112,000 116,000 112,000 Estimated collections 116,000 112,000 116,000 112,000 Fund: 210 Department: 4350 Operations 1230 Supplies, equipment < $5000 2,000 2,000 2,000 1,800 Equipment costing less than $5,000 per item 2,000 2,000 2,000 1,800 1600 Supplies, operating 200 200 200 200 Recording media - tapes, DVD's 800 800 510 500 Batteries, cables, bulbs, tapes, misc 1,000 1,000 710 700 3030 Other professional services 6,500 6,500 6,500 6,500 Web streaming meetings $501 per month. (current $1502/qtr) 23,000 16,000 16,000 18,500 Broadcast and Video Production support 29,500 22,500 22,500 25,000 3630 Training & conferences 500 300 - - Attendance at local training 500 300 - - 3800 Mileage & parking 50 25 - - Mileage 50 25 - - 3900 Grants & subsidies 30,259 31,167 30,603 31,052 Share of costs of North Suburban Cable Commission 30,259 31,167 30,603 31,052 5130 Repairs, equipment 1,500 1,500 1,500 1,500 Repair and maintenance of equipment 1,500 1,500 1,500 1,500 7030 Capital, equipment > $5000 - - - - Supplemental duct work/air conditioning - - - - Control room/Council chambers replacement - - - - 64,809 58,492 57,313 60,052 -57.98%-9.75%-2.02%4.78% 6 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Forfeiture (Fund 225): Revenues 3514 Forfeitures 20,312 22,816 11,664 2,000 2,000 - 0.00% Total revenue 20,312 22,816 11,664 2,000 2,000 - 0.00% Operating expenses (4200): Materials & supplies 1230 Supplies, equipment 2,305 13,961 4,620 4,000 10,000 6,000 150.00% 1600 Supplies, operating 280 6,900 - 200 200 - 0.00% Total materials & supplies 2,585 20,861 4,620 4,200 10,200 6,000 142.86% Contractual services 3030 Other professional services 8,313 5,391 4,198 500 500 - 0.00% Total contractual services 8,313 5,391 4,198 500 500 - 0.00% Capital 7030 Equipment - - - - - - 0.00% Total capital outlays - - - - - - 0.00% Total expenses 10,898 26,252 8,818 4,700 10,700 6,000 127.66% 10,700 Net change in fund balance 9,414 (3,436) 2,846 (2,700) (8,700) (6,000) 222.22% Fund balance, beginning year 3,274 12,688 9,252 12,098 9,398 (2,700) -22.32% Fund balance, end of year 12,688 9,252 12,098 9,398 698 (8,700) -92.57% 7 Fund: 225 Forfeiture Revenues Account Description 2020 2021 2022 2022 Description 3514 Forfeitures 2,000 2,000 2,000 2,000 Sale of forfeited vehicles at auction. 2,000 2,000 2,000 2,000 Fund: 225 Department: 4200 Operations 1230 Supplies - equipment < $5000 7,600 - - - (2) radios 5,000 - - - (2) light bars 500 - - Crime scene kit - 6,000 - - Evidence tracking system (barcode) - - - 6,000 Body/squad cameras - - 4,000 4,000 Miscellaneous vehicle equipment - - - - Portable Breath Tester (PBT) - 1,200 - - Replacement Glock pistols (2) 12,600 7,700 4,000 10,000 1600 Supplies - operating 200 200 200 200 Supplies to prepare vehicles for auction. (tows, title fees, batteries) 200 200 200 200 3030 Other professional services 500 500 500 500 Share of auction costs. 500 500 500 500 7030 Equipment > $5000 - - - - Camera - - - - 13,300 8,400 4,700 10,700 315.63%-36.84%-44.05%127.66% 8 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent EDA (Fund 230): Revenues 3101 Tax collections 93,170 100,774 99,973 100,000 100,000 - 0.00% 3464 Development fee - nonrefundable - - 1,500 - - - 0.00% 3610 Investment income - - - - - - 0.00% 3615 Interest received on notes 309 45 239 - - - 0.00% 3680 Other revenue 1,654 - - - - - 0.00% 3972 Transfers 135,563 839,036 146,679 149,633 152,622 2,989 2.00% Total revenue 230,696 939,855 248,391 249,633 252,622 2,989 1.20% Operating expenses Housing and Economic Development (4650): Personnel services 0100 Salaries, regular 91,694 114,465 117,010 119,753 123,765 4,012 3.35% 0150 Salaries, part-time 12,719 - - - - - 0.00% 0300 Social security 6,884 7,694 8,173 9,161 9,468 307 3.35% 0321 PERA 7,676 8,560 8,535 8,981 9,283 302 3.36% 0400 Group insurance 14,249 14,616 14,866 17,426 17,808 382 2.19% 0500 Workers compensation 569 666 611 847 1,124 277 32.70% Total personnel services 133,791 146,001 149,195 156,168 161,448 5,280 3.38% Materials & supplies 1600 Supplies, operating - 751 - 200 200 - 0.00% 2100 Book & periodicals - - - 150 150 - 0.00% Total materials & supplies - 751 - 350 350 - 0.00% Contractual services 3030 Other professional services 33,461 30,563 22,709 32,472 32,508 36 0.11% 3100 Telephone 550 600 600 600 600 - 0.00% 3420 Advertisements 780 - - 1,500 1,500 - 0.00% 3430 Printing - - - 500 500 - 0.00% 3610 Memberships 940 110 295 950 950 - 0.00% 3630 Training & conferences 2,647 351 525 3,490 3,490 - 0.00% 3800 Mileage 1,790 247 970 350 350 - 0.00% 4750 Real estate taxes 19,993 - - - - - 0.00% 4800 Insurance 475 754 519 649 649 - 0.00% 5210 Housing improvement 2,570 1,524 2,455 22,222 20,277 (1,945) -8.75% Total contractual services 63,206 34,149 28,073 62,733 60,824 (1,909) -3.04% Capital outlays 9300 Business subsidies - - 5,000 30,000 30,000 - 0.00% Total expenditures 196,997 180,901 182,268 249,251 252,622 3,371 1.35% Net change in fund balance 33,699 758,954 66,123 382 - (382) -100.00% Fund balance, beginning year 444,835 478,534 1,237,488 1,303,611 1,303,993 382 0.03% Adj for land held for resale Fund balance, end of year 478,534 1,237,488 1,303,611 1,303,993 1,303,993 - 0.00% 2023 Budget Summary 9 Fund: 230 EDA Revenues Account Description 2020 2021 2022 2023 Description 3101 Tax revenue 100,000 100,000 100,000 100,000 EDA/HRA Levy (Increase to $150,000 in 2024 per strategic plan) 100,000 100,000 100,000 100,000 3972 Transfers 88,036 89,690 91,484 94,229 Transfers from TIF 5 - 6,989 8,149 8,393 Transfers from TIF 6 - - - - Transfers from TIF 7 50,000 50,000 50,000 50,000 Transfers from General Fund 701,000 - - - Transfer from Street Improvement 839,036 146,679 149,633 152,622 939,036 246,679 249,633 252,622 Fund: 230 Department: 4650 Housing and Economic Development 1600 Supplies, operating 360 200 200 200 Misc office supplies 360 200 200 200 2100 Books & periodicals 200 150 150 150 Misc. reports & periodicals (Finance & Commerce) 200 150 150 150 3030 Other professional services 4,000 4,000 4,000 4,000 Legal fees for development reviews 5,000 5,000 5,000 5,000 Financial consultant fees (Ehlers) 14,500 14,500 14,500 14,500 Special project consultant fees 1,738 1,772 1,772 1,808 5% of audit (23-36,145, 24-36,870, 25-37,605, 26-38,360) 4,500 4,500 4,500 4,500 Loan Program and Energy Audit Consultant (CEE) 1,000 2,700 2,700 2,700 Marketing Consultant fees 30,738 32,472 32,472 32,508 3100 Telephone 600 600 600 600 Cell phone 600 600 600 600 3420 Advertising 1,500 1,500 1,500 1,500 Targeted advertisements. 1,500 1,500 1,500 1,500 3430 Printing 400 400 400 400 Property ad printing 100 100 100 100 Misc printing 500 500 500 500 3610 Memberships 400 400 400 400 Economic Development Assoc of MN (EDAM) 250 250 250 250 Twin Cities North Chamber of Commerce dues - 300 300 300 Mn Real Estate Exchangers (MREE) 60 60 - - MN Assoc. of Govt. Communicators (MAGC) 710 1,010 950 950 3630 Training & conferences 535 535 535 535 IEDC Conference Minneapolis 275 275 275 275 Ehlers Finance Seminar 600 600 1,200 1,200 EDAM spring/summer conferences 2,007 2,020 1,480 1,480 Other miscellaneous training 9,417 3,430 3,490 3,490 3800 Mileage 350 350 350 350 Misc. mileage 4800 Insurance 649 649 649 649 Allocation of the City's property & liability insurance 649 649 649 649 5210 Housing programs 23,000 23,000 22,222 20,277 Housing Improvement programs 23,000 23,000 22,222 20,277 9300 Business loans/subsidies/grants 25,000 30,000 30,000 30,000 Business improvement partnership loans/subsidies/grants 25,000 30,000 30,000 30,000 93,024 93,861 93,083 91,174 -46.05%0.90%-0.83%-2.05% 10 THIS PAGE LEFT BLANK INTENTIONALLY 11 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Community Center (Fund 252): Building overhead (4350) Building overhead revenues 193,449 553,459 3,071 300 300 - 0.00% Building overhead expenditures 53,119 360,996 - - - - 0.00% Net Building Overhead Operations 140,330 192,463 3,071 300 300 - 0.00% Banquet Center (4730): Banquet revenues 117,585 18,577 90,131 104,500 124,500 20,000 19.14% Banquet Center expenditures 126,953 90,694 120,713 160,536 196,770 36,234 22.57% Net Banquet Center (9,368) (72,117) (30,582) (56,036) (72,270) (16,234) 28.97% Recreation (4732): Recreation revenues 114,155 24,926 449,349 516,500 508,500 (8,000) -1.55% Recreation expenditures 279,654 213,172 483,618 626,139 612,475 (13,664) -2.18% Net Recreation (165,499) (188,246) (34,269) (109,639) (103,975) 5,664 -5.17% Office/RISE space (4734): Office/RISE revenues 8,196 5,053 14,700 18,000 18,000 - 0.00% Office/RISE expenditures 5,470 5,388 5,981 6,982 7,702 721 10.32% Net Office/RISE space 2,726 (335) 8,719 11,018 10,298 (721) -6.54% Creative Kids Child Care Center (4736): Creative Kids revenues 132,000 132,000 132,000 132,000 132,000 - 0.00% Creative Kids expenditures 29,800 27,817 32,500 37,210 38,012 802 2.16% Net Creative Kids 102,200 104,183 99,500 94,790 93,988 (802) -0.85% Total revenue 565,385 734,015 689,251 771,300 783,300 12,000 1.56% Total expenditures 494,996 698,067 642,812 830,867 854,959 24,092 2.90% Net change in fund balance 70,389 35,948 46,439 (59,567) (71,659) (12,092) 20.30% Fund balance, beginning year 225,999 296,388 332,336 378,775 319,208 (59,567) -15.73% Fund balance, end of year 296,388 332,336 378,775 319,208 247,549 (71,659) -22.45% (continued) 12 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Community Center (continued): Building overhead (4350) Building revenues: 3610 Investment income 3,370 2,755 (790) 300 300 - 0.00% 3680 Miscellaneous 79 704 1,527 - - - 0.00% 3685 Insurance reimbursement - - 2,334 - - - 0.00% 3972 Transfers 190,000 550,000 - - - - 0.00% Total building overhead revenues 193,449 553,459 3,071 300 300 - 0.00% Operating expenses Personnel services 0100 Salaries, regular 22,102 43,948 30,809 51,669 67,070 15,401 29.81% 0110 Salaries, overtime 626 357 1,731 1,234 1,326 92 7.46% 0150 Salaries, part-time - - - - 6,856 6,856 #DIV/0! 0300 Social Security 1,674 3,365 2,462 4,046 5,755 1,709 42.24% 0321 PERA 1,706 3,195 2,265 3,968 5,643 1,675 42.21% 0400 Group insurance 6,779 142 838 12,600 19,080 6,480 51.43% 0500 Workers compensation 2,183 2,397 2,090 2,889 4,894 2,005 69.40% 999 Allocation of salaries (35,070) (53,404) (40,195) (76,406) (110,624) (34,218) 44.78% Total personnel services - - - - - - 0.00% Materials & supplies 1210 Supplies, buildings & grounds 3,165 901 790 1,500 1,500 - 0.00% 1230 Supplies, equipment 4,708 294 2,710 800 800 - 0.00% 1600 Supplies, operating 7,680 7,855 7,053 9,300 9,300 - 0.00% 2400 Uniforms 578 801 3,130 470 1,000 530 112.77% 2410 Mats & towels 2,494 1,640 3,200 2,500 2,500 - 0.00% 2999 Allocation of supplies (18,625) (11,491) (16,883) (14,570) (15,100) (530) 3.64% Total materials & supplies - - - - - - 0.00% Contractual services 3030 Other professional services 15,384 11,193 15,886 16,900 2,400 (14,500) -85.80% 3100 Telephone 4,755 5,163 4,645 3,500 5,100 1,600 45.71% 3200 Water & sewer 6,977 10,611 8,420 8,600 8,600 - 0.00% 3210 Electricity 46,201 41,922 54,015 47,000 49,000 2,000 4.26% 3220 Natural gas 16,299 13,155 17,308 17,000 17,500 500 2.94% 3530 Refuse collection 3,480 4,376 4,845 4,720 5,000 280 5.93% 3630 Training & conferences - - - 1,000 2,000 1,000 100.00% 3999 Allocation of utilities & Ins (93,095) (86,420) (105,120) (98,720) (89,600) 9,120 -9.24% 4010 Rental, equipment - - - - - - 0.00% 4800 Insurance (liability)- - 6,560 8,200 8,200 - 0.00% 5110 Repairs, building & grounds 13,200 11,917 7,859 9,770 9,770 - 0.00% 5130 Repairs, equipment 24,205 18,121 24,013 28,547 28,547 - 0.00% 5999 Allocation of repairs (37,406) (30,038) (38,431) (46,517) (46,517) - 0.00% Total contractual services - - - - - - 0.00% Debt service 8011 Lease payable - principal 42,198 342,385 - - - - 0.00% 8021 Lease payable - interest 10,921 18,611 - - - - 0.00% Total debt service 53,119 360,996 - - - - 0.00% Total Building overhead exp 53,119 360,996 - - - - 0.00% Total Building Overhead Net 140,330 192,463 3,071 300 300 - 0.00% 160,434 159,807 151,217 (continued) 13 Fund: 252 Department: 4350 Community Center Building Overhead Expenditures Account Description 2020 2021 2022 2023 Description 1210 Supplies, bldgs & grounds 1,282 1,500 1,500 1,500 Lights, signs, fertilizer 1,282 1,500 1,500 1,500 1230 Supplies, equipment < $5000 800 800 800 800 Small tools & equipment 3,500 3,500 - - Drinking fountains 4,300 4,300 800 800 1600 Supplies, operating 7,800 7,800 9,300 9,300 Batteries, soap, paper towels, cleaning supplies for bathrooms Paper cups, plates, etc. for lounge & customer service events 7,800 7,800 9,300 9,300 2400 Uniforms 470 470 470 1,000 Uniforms/Clothing (7.3% of $4,500 + .8 FTE x $175) 470 470 470 1,000 2410 Mats & towels 1,500 2,250 2,250 2,250 Floor mats and cleaning towels to provide better protection of carpets 250 250 250 250 Special events 1,750 2,500 2,500 2,500 3030 Other professional services 600 600 600 600 Backflow inspection, alarm inspection, 500 500 500 500 Sprinkler inspections 14,500 14,500 14,500 - Custodial services: 12 months $xxx 1,300 1,300 1,300 1,300 Commercial carpet cleaning service (twice annually) 16,900 16,900 16,900 2,400 3100 Telephone & internet 3,200 3,500 3,500 5,100 Phones, internet, maintenance agreements, & repairs Metro I-Net 3,200 3,500 3,500 5,100 3200 Water & Wastewater 8,600 8,600 8,600 8,600 Water & sewer charges for community center 8,600 8,600 8,600 8,600 3210 Electricity 47,000 47,000 47,000 49,000 Estimated electrice charges 47,000 47,000 47,000 49,000 3220 Natural gas 15,000 17,000 17,000 17,500 Estimated natural gas charges 15,000 17,000 17,000 17,500 3530 Refuse collection 3,804 4,176 4,320 4,600 Dumpsters $360 x 12 months 400 400 400 400 Extra garbage pick-up charges 4,204 4,576 4,720 5,000 3630 Training - - 1,000 1,000 Misc training - - - 1,000 Annual Conference - - 1,000 2,000 4800 Bonding & insurance - - 8,200 8,200 Insurance & bonding cost. - - 8,200 8,200 5110 Repairs, building & grounds 1,200 1,200 1,200 1,200 Repair floor tiles 4,500 4,500 4,500 4,500 Exterior/Interior building maintenance 770 770 770 770 Exterminator: 12 months X 64.02 1,500 1,500 1,500 1,500 Fire alarm system service 1,300 1,300 1,300 1,300 Parking lot & grounds maintenance 500 500 500 500 Security system service 9,770 9,770 9,770 9,770 5130 Repairs, equipment 11,991 11,991 11,991 11,991 HVAC system maintenance contract - - 8,556 8,556 Genesis Air bulbs (HVAC) 5,000 6,000 6,000 6,000 HVAC repairs 1,500 2,000 2,000 2,000 Plumbing, electrical, & misc. interior maintenance 18,491 19,991 28,547 28,547 8011 Lease payable (ESP)43,478 - - - Lease payable for energy savings program (matures 2-23-27) 8021 Interest 9,642 - - - 53,120 - - - 191,887 143,907 159,807 151,217 6.89%-25.00%11.05%-5.38% 14 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Community Center (continued): Banquet Center (4730): Banquet Revenues 3634 Equipment rental 4,756 404 2,626 4,500 4,500 - 0.00% 3645 Rental - banquet facility 112,829 18,173 87,505 100,000 120,000 20,000 20.00% 0.00% Total banquet center revenue 117,585 18,577 90,131 104,500 124,500 20,000 19.14% Banquet Expenditures Personnel services 0100 Salaries, regular - 370 49,979 50,308 66,545 16,237 32.28% 0110 Salaries, overtime - 27 1,520 - - - 0.00% 0150 Salaries, part time regular pay - 48 4,125 8,320 13,184 4,864 58.46% 0300 Social Security - - 4,211 4,484 6,099 1,615 36.02% 0321 PERA - - 3,705 4,397 5,979 1,582 35.98% 0400 Group insurance - - 1,080 13,512 16,680 3,168 23.45% 0500 Workers compensation - - 320 481 2,421 1,940 403.33% 0999 Allocation of salaries 7,014 10,681 8,039 15,281 22,125 6,844 44.79% Total personnel services 7,014 11,126 72,979 96,783 133,033 36,250 37.45% 110,908 Materials & supplies 1210 Supplies, buildings & grounds - 2 - - - - 0.00% 1230 Supplies, equipment 767 1,509 1,621 5,000 5,000 - 0.00% 2999 Allocation of supplies 5,215 3,217 4,727 4,080 4,228 148 3.63% Total materials & supplies 5,982 4,728 6,348 9,080 9,228 148 1.63% Contractual services 3030 Other professional services 72,511 38,463 451 5,636 5,654 18 0.32% 3100 Telephone - - - 500 500 - 0.00% 3420 Advertising 111 438 38 1,500 3,000 1,500 100.00% 3430 Printing - - 35 250 250 - 0.00% 3999 Allocation of utilities 24,456 22,889 27,791 27,362 24,680 (2,682) -9.80% 4800 Bonding & insurance 1,536 1,763 1,680 2,100 2,100 - 0.00% 5110 Repairs, building & grounds 3,431 1,628 30 2,700 2,700 - 0.00% 5130 Repairs, equipment 1,439 1,248 600 1,600 2,600 1,000 62.50% 5999 Allocation of repairs 10,473 8,411 10,761 13,025 13,025 (0) 0.00% Total contractual services 113,957 74,840 41,386 54,673 54,509 (164) -0.30% 47,734 63,753 63,737 Total banquet center exp 126,953 90,694 120,713 160,536 196,770 36,234 22.57% Total Banquet Center net (9,368) (72,117) (30,582) (56,036) (72,270) (16,234) 28.97% (continued) 15 Fund: 252 Community Center - 4730 Banquet Center Expenditures Account Description 2020 2021 2022 2023 Description 1230 Supplies, equipment 2,500 3,000 3,000 3,000 Tables, mirrors, microphones, projectors, etc. for Banquet Room - - 2,000 2,000 Override upgrade to Audio/Visual system 2,000 - - - Ice machine 4,500 3,000 5,000 5,000 2999 Allocation of supplies 4,369 4,640 4,080 4,228 28% Allocation from overall building support 4,369 4,640 4,080 4,228 3030 Other professional services 869 886 886 904 2.5% of audit (23-36,145, 24-36,870, 25-37,605, 26-38,360) 2,500 2,500 2,500 2,500 Miscellaneous professional services (linen service) 48,485 - - - Banquet facility management (16% of 311,512) 1,750 1,750 1,750 1,750 Carpet cleaning 2 x year 12,000 - - - Extra staff for large events 500 500 500 500 Legal costs 66,104 5,636 5,636 5,654 3100 Telephone/Internet - - 500 500 Cell phone - - 500 500 3420 Advertising & marketing 500 500 1,500 3,000 Website and traditional advertising, marketing 500 500 1,500 3,000 3430 Printing 250 250 250 250 Brochures, flyers, etc. 250 250 250 250 3999 Allocation of utilities 25,547 27,041 27,362 24,680 28% Allocation from overall building utilities 25,547 27,041 27,362 24,680 4800 Bonding & insurance 2,100 2,100 2,100 2,100 Insurance & bonding cost 2,100 2,100 2,100 2,100 5110 Repairs, building & grounds 1,200 1,200 1,200 1,200 Interior building repairs specific to the banquette center/center divider repairs 1,500 1,500 1,500 1,500 Dance floor maintenance 2,700 2,700 2,700 2,700 5130 Repairs, equipment 1,600 1,600 1,600 2,600 Repairs to kitchen, audio system, and other banquette equipment 1,600 1,600 1,600 2,600 5999 Allocation of repairs 7,913 8,333 13,025 13,025 28% Allocation from overall building repairs 7,913 8,333 13,025 13,025 115,583 55,800 63,753 63,737 -7.74%-51.72%14.25%-0.03% 16 2023 Budget Summary 2019 2020 2021 2022 2023 Actual Actual Actual Budget Request Dollar Percent Community Center (continued): Recreation (4732): Recreation Revenues 3405 Recreation profit 53,141 - - - - - 0.00% 3406 Recreation program fees - - 44,090 121,000 100,000 (21,000) -17.36% 3660 Gym & meeting room rental 33,844 22,704 32,621 25,000 28,000 3,000 12.00% 3661 Open gym participant fees 26,429 1,765 19,553 20,000 30,000 10,000 50.00% 3663 Senior memberships - - 1,669 - - - 0.00% 3679 Commissions - vending 741 457 1,416 500 500 - 0.00% 3972 Transfers - - 350,000 350,000 350,000 - 0.00% Total Recration revenues 114,155 24,926 449,349 516,500 508,500 (8,000) -1.55% Recreation Expenditures Personnel services 0100 Salaries, regular 1,684 183,556 137,834 158,746 20,912 15.17% 0110 Salaries,overtime - 761 - - - 0.00% 0150 Salaries,part-time - 64,912 166,400 120,304 (46,096) -27.70% 0300 Social security 123 18,701 23,274 21,347 (1,927) -8.28% 0321 Pensions 218 14,308 22,817 20,928 (1,889) -8.28% 0400 Group insurance 18,442 26,208 27,480 1,272 4.85% 0500 Workers compensation 1,651 4,532 5,908 1,376 30.36% 0999 Allocation of salaries 24,198 36,849 27,750 52,720 76,331 23,611 44.78% Total personnel services 24,198 38,874 330,081 433,785 431,044 (2,741) -0.63% 354,713 Materials & supplies 1230 Supplies, equipment - 1,466 8,552 9,000 9,500 500 5.56% 1600 Supplies, operating - - 55 - - - 0.00% 2999 Allocation of supplies 9,313 5,746 8,442 7,285 7,550 265 3.64% Total materials & supplies 9,313 7,212 17,049 16,285 17,050 765 4.70% Contractual services 3030 Other professional services 151,079 101,009 9,455 58,528 46,121 (12,407) -21.20% 3100 Telephone - - - 1,000 1,000 - 0.00% 3430 Printing 2,474 1,003 10,421 7,200 12,000 4,800 66.67% 3999 Allocation of utilities 50,579 46,511 56,544 50,410 46,330 (4,080) -8.09% 4010 Rental, equipment 15,035 - 32,704 20,297 20,297 - 0.00% 4800 Bonding & insurance 2,944 3,380 3,220 4,025 4,025 - 0.00% 5110 Repairs, building & grounds 5,329 164 1,588 5,000 5,000 - 0.00% 5130 Repairs, equipment - - 3,340 6,350 6,350 - 0.00% 5999 Allocation of repairs 18,703 15,019 19,216 23,259 23,259 (1) 0.00% Total contractual services 246,143 167,086 136,488 176,069 164,382 (11,688) -6.64% 153,537 192,354 181,432 Total Recreation exp 279,654 213,172 483,618 626,139 612,475 (13,664) -2.18% Total Recreation net (165,499) (188,246) (34,269) (109,639) (103,975) 5,664 -5.17% (continued) Change from 2022 17 Fund: 252 Community Center - 4732 Recreation Expenditures Account Description 2020 2021 2022 2023 Description 1230 Supplies, equipment 2,000 2,000 - 1,000 Miscellaneous (copy paper) - - 2,500 2,500 Explore More supplies - - 1,000 1,000 Fitness equipment - - 3,500 2,500 Youth sports - - 1,000 1,500 Senior programs - - 1,000 1,000 Teen/Enrichment 2,000 2,000 9,000 9,500 2999 Allocation of supplies 7,801 8,285 7,285 7,550 50% Allocation from overall building support 7,801 8,285 7,285 7,550 3030 Other professional services 127,271 - - - YMCA mgt. contract (other half of fee in recreation)(42% of $311,512) - - 30,000 30,000 Partner payments - Happy Feet Dance, Pure Intennsity Athletics, Hall of Fame, Elementary track use, Explore More field trips & transportation, and Senior trips & transportation 25,870 9,933 Rec Software (2nd yr $9,933) 5% inflator after yr 2 (2024) 23,000 - - - Senior Program Coordinator 2,935 - - - Copier ($2,100) Computer ($835) per agreement - - - 1,000 Incode E-time sheet module - - - 2,477 HR recruit/hiring software NEOGOV (1/2 in GF Cent Serv, 2nd yr $9,908/2) 2,606 2,658 2,658 2,711 7.5% of audit (23-36,145, 24-36,870, 25-37,605, 26-38,360) 155,812 2,658 58,528 46,121 3100 Telephone - - 1,000 1,000 Cell phones (2) - - 1,000 1,000 3430 Printing 7,200 7,200 7,200 12,000 50% of the cost of printing and mailing the Mounds View Matters newsletter 7,200 7,200 7,200 12,000 3999 Allocation of utilities 48,412 49,838 50,410 46,330 50% Allocation from overall building utilities 48,412 49,838 50,410 46,330 4010 Rental, equipment 250 250 250 250 Scissor lift rental 20,047 20,047 20,047 20,047 Fitness equipment 20,297 20,297 20,297 20,297 4800 Bonding & insurance 4,025 4,025 4,025 4,025 Insurance & bonding cost. 4,025 4,025 4,025 4,025 5110 Repairs, building & grounds 1,500 1,500 1,500 1,500 General building repairs 1,000 1,000 1,000 1,000 Interior improvements 3,500 2,500 2,500 2,500 Gym floor resurfacing & maintenance 6,000 5,000 5,000 5,000 5130 Repairs, equipment 500 500 500 500 Registration system support - 4,000 4,000 4,000 IT support Metro I-Net - 1,000 1,000 1,000 Copier annual maintenance 850 850 850 850 Repairs to other equipment 1,350 6,350 6,350 6,350 5999 Allocation of repairs 14,131 14,131 23,259 23,259 50% Allocation from overall building repairs 14,131 14,131 23,259 23,259 267,028 119,784 192,354 181,432 18.65%-55.14%60.58%-5.68% 18 THIS PAGE LEFT BLANK INTENTIONALLY 19 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Office space (RISE)(4734): Office space revenues 3633 Lease - Office/Chamber space 8,196 5,053 14,700 18,000 18,000 - 0.00% Total office space revenues 8,196 5,053 14,700 18,000 18,000 - 0.00% Office space expenditures Personnel services 0999 Allocation of salaries 1,052 1,602 1,190 2,292 3,319 1,027 44.80% Total personnel services 1,052 1,602 1,190 2,292 3,319 1,027 44.80% Materials & supplies 2999 Allocation of supplies 559 345 507 437 453 16 3.66% Total materials & supplies 559 345 507 437 453 16 3.66% Contractual services 3999 Allocation of utilities 2,737 2,540 3,131 2,857 2,535 (322) -11.27% 5999 Allocation of repairs 1,122 901 1,153 1,396 1,396 (0) -0.04% Total contractual services 3,859 3,441 4,284 4,253 3,931 (322) -7.57% 0 Total office space exp 5,470 5,388 5,981 6,982 7,702 721 10.32% Total office space net 2,726 (335) 8,719 11,018 10,298 (721) -6.54% (continued) 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Creative Kids Child Care (4736): Child Care Revenues 3632 Lease - Child Care 132,000 132,000 132,000 132,000 132,000 - 0.00% Lease ends 7-31-23 Total child care revenues 132,000 132,000 132,000 132,000 132,000 - 0.00% Child Care Ed Expenditures (19%) Personnel services 0999 Allocation of salaries 2,806 4,272 3,216 6,112 8,850 2,738 44.80% Total personnel services 2,806 4,272 3,216 6,112 8,850 2,738 44.80% Materials & supplies 1600 Supplies, operating - - - - - - 0.00% 2999 Allocation of supplies 3,539 2,183 3,208 2,768 2,869 101 3.65% Total materials & supplies 3,539 2,183 3,208 2,768 2,869 101 3.65% Contractual services 3999 Allocation of utilities 15,324 14,479 17,654 18,092 16,055 (2,037) -11.26% 4750 Taxes, licenses, & fees - - - - - - 0.00% 4800 Bonding & insurance 1,024 1,176 1,120 1,400 1,400 - 0.00% 5999 Allocation of repairs 7,107 5,707 7,302 8,838 8,838 0 0.00% Total contractual services 23,455 21,362 26,076 28,330 26,293 (2,037) -7.19% Total child care exp 29,800 27,817 32,500 37,210 38,012 802 2.16% Total child care net 102,200 104,183 99,500 94,790 93,988 (802) -0.85% 20 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Budget Budget Request Dollar Percent Lakeside Park (Fund 255): Revenues 3370 Spring Lake Pk contribution 11,500 11,500 11,500 11,500 12,500 1,000 8.70% 3370 Mounds View contribution 11,500 11,500 11,500 11,500 12,500 1,000 8.70% 3610 Investment income 622 353 (99) 25 25 - 0.00% 3665 Park site permit 599 255 1,489 500 500 - 0.00% Total revenue 24,221 23,608 24,390 23,525 25,525 2,000 8.50% Operating expenses (4350): Personnel services 0150 Salaries, part-time 2,297 - 3,680 3,680 5,120 1,440 39.13% 0300 Social security 176 - 282 282 392 110 39.01% 0500 Workers compensation 156 - 253 253 253 - 0.00% Total personnel services 2,629 - 4,215 4,215 5,765 1,550 36.77% Materials & supplies 1210 Supplies, bldgs & grounds 74 61 - 800 800 - 0.00% 1600 Supplies, operating 1,677 1,300 - 1,700 1,700 - 0.00% Total materials & supplies 1,751 1,361 - 2,500 2,500 - 0.00% Contractual services 3200 Water & sewer 2,480 4,126 5,292 2,400 2,400 - 0.00% 3210 Electricity 1,203 1,379 1,588 1,300 1,300 - 0.00% 3530 Refuse collection - - - 75 75 - 0.00% 4010 Equipment Contribution SLP 5,276 5,276 5,276 5,276 5,276 - 0.00% 4030 Satellites 380 327 532 550 550 - 0.00% 4800 Insurance 4,995 5,504 5,685 6,055 6,055 - 0.00% 5130 Repairs, equipment 2,879 - 1,544 1,154 1,604 450 38.99% Total contractual services 17,213 16,612 19,917 16,810 17,260 450 2.68% Total expenses 21,593 17,973 24,132 23,525 25,525 2,000 8.50% Net change in fund balance 2,628 5,635 258 - - - 0.00% Fund balance, beginning year 9,167 11,795 17,430 17,688 17,688 - 0.00% Fund balance, end of year 11,795 17,430 17,688 17,688 17,688 - 0.00% 19,917 19,310 19,760 21 Fund: 255 Lakeside Park Revenues Account Description 2020 2021 2022 2023 Description 3370 Contributions 11,500 11,500 11,500 12,500 Spring Lake Park contribution for half of cost for joint park 11,500 11,500 11,500 12,500 3370 Contributions 11,500 11,500 11,500 12,500 Mounds View contribution for half of cost for joint park 11,500 11,500 11,500 12,500 3610 Interest revenue 210 25 25 25 Estimated interest earnings at 0.35%. 210 25 25 25 3665 Park site rental 500 500 500 500 Rental of the park by groups or individuals 500 500 500 500 Fund: 255 Department: 4350 Expenditures 1210 Supplies, bldgs & grounds 1,700 1,700 800 800 Paper, sand, etc. 1,700 1,700 800 800 1600 Supplies, operating 800 800 1,700 1,700 Fertilizer & pesticides 800 800 1,700 1,700 3200 Water & sewer 2,400 2,400 2,400 2,400 Estimated water & sewer charges 2,400 2,400 2,400 2,400 3210 Electricity 1,300 1,300 1,300 1,300 Estimated electric charges 1,300 1,300 1,300 1,300 3530 Refuse collection 75 75 75 75 Six months service 75 75 75 75 4010 Equipment, capital charge 4,800 5,276 5,276 5,276 Capital charge for usage of SLP city equipment 4,800 5,276 5,276 5,276 4030 Satellites 700 550 550 550 Five months service 700 550 550 550 4800 Insurance & bonds 4,800 5,504 6,055 6,055 Property & liability insurnace 4,800 5,504 6,055 6,055 5130 Repairs, equipment 2,920 1,705 1,154 1,604 Repair of equipment at the park 2,920 1,705 1,154 1,604 19,495 19,310 19,310 19,760 0.00%-0.95%0.00%2.33% 22 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Budget Budget Request Dollar Percent Recycling (Fund 290): Revenues 3360 Other County grants 31,059 24,110 29,540 32,631 32,631 - 0.00% 3610 Investment income - - - - - - 0.00% Total revenue 31,059 24,110 29,540 32,631 32,631 - 0.00% Operating expenses Operations (4420) Personnel services 0100 Salaries, regular 9,440 10,539 11,347 12,057 - (12,057) -100.00% 0110 Salaries, overtime 195 - 484 - - - 0.00% 0150 Salaries, part time - - - - 13,947 13,947 #DIV/0! 0300 Social security 668 735 838 922 1,067 145 15.73% 0321 PERA 722 801 877 904 1,046 142 15.71% 0400 Group insurance 2,805 2,772 2,880 2,302 - (2,302) -100.00% 0500 Workers compensation 63 70 68 99 103 4 4.04% Total personnel services 13,893 14,917 16,494 16,284 16,163 (121) -0.74% Materials & supplies 1600 Supplies, operating 37 - 1,857 500 750 250 50.00% Contractual services 3300 Postage 977 - 1,016 2,200 1,500 (700) -31.82% 3420 Advertisements - - - - - - 0.00% 3430 Printing 3,461 1,822 1,011 2,500 2,000 (500) -20.00% 3530 Refuse collection 6,028 5,695 8,177 11,147 12,218 1,071 9.61% Total contractual services 10,466 7,517 10,204 15,847 15,718 (129) -0.81% Total expenses 24,396 22,434 28,555 32,631 32,631 - 0.00% Net change in fund balance 6,663 1,676 985 - - - 0.00% Fund balance, beginning year 22,270 28,933 30,609 31,594 31,594 - 0.00% Fund balance, end of year 28,933 30,609 31,594 31,594 31,594 - 0.00% 12,061 16,347 16,468 23 Fund: 290 Recycling Grant Revenues Account Description 2020 2021 2022 2023 Description 3360 Other grants & aid 31,545 31,539 32,631 32,631 Estimated Ramsey County recycling grant 31,545 31,539 32,631 32,631 Fund: 290 Department: 4420 Expenditures 1600 Supplies, operatin 500 500 500 500 500 500 500 500 3300 Postage 2,200 2,200 2,200 1,500 City wide mailing for Cleanup Day, Newsletter, organics 2,200 2,200 2,200 1,500 3430 Printing 500 500 500 300 Articles in City newsletter 2,000 2,000 2,000 1,700 Clean-up Day and Organics printing of direct mailing items 2,500 2,500 2,500 2,000 3530 Refuse collection 12,491 11,431 11,147 11,163 Recycling collections CH, CC, and Parks, Clean-up Days, shredding event 12,491 11,431 11,147 11,163 17,691 16,631 16,347 15,163 -7.71%-5.99%-1.71%-7.24% 24 2019 2020 2021 2022 2023 Actual Actual Actual Budget Request Dollar Percent TIF # 5 (Fund 450): Revenues 3101 Tax collections 1,707,400 1,760,668 1,794,771 1,829,694 1,884,584 54,890 3.00% 3610 Investment income 8,175 5,126 (1,653) 1,500 1,500 - 0.00% Total revenue 1,715,575 1,765,794 1,793,118 1,831,194 1,886,084 54,890 3.00% Operating expenses (4650): Contractual services 3030 Other professional 5,306 4,655 3,523 5,372 5,408 36 0.67% 8010 Developer PAG, principal 555,066 626,473 700,322 - - - 0.00% 8020 Developer PAG, interest 1,049,399 1,020,860 988,512 1,721,169 1,764,282 43,113 2.50% 9900 Transfers out to EDA 85,563 88,036 89,690 91,484 94,229 2,745 3.00% Total contractual services 1,695,334 1,740,024 1,782,047 1,818,025 1,863,919 45,894 2.52% Net change in fund balance 20,241 25,770 11,071 13,169 22,165 8,996 68.31% Fund balance, beginning year 849,234 869,475 895,245 906,316 919,485 13,169 1.45% Fund balance, end of year 869,475 895,245 906,316 919,485 941,650 22,165 2.41% 2023 Budget Summary Change from 2022 25 Fund: 450 TIF District #5 Revenues Account Description 2020 2021 2022 2023 Description 3101 Tax increment collections 1,760,734 1,793,817 1,829,694 1,884,584 Estimated collections of incremental taxes on properties in the district 1,760,734 1,793,817 1,829,694 1,884,584 3610 Investment income 3,000 1,500 1,500 1,500 Estimated interest earnings 3,000 1,500 1,500 1,500 Fund: 430 Department: 4650 Economic Development 3030 Other professional services 3,600 3,600 3,600 3,600 TIF administration and reporting fees 1,738 1,772 1,772 1,808 5% of audit (23-36,145, 24-36,870, 25-37,605, 26-38,360) 5,338 5,372 5,372 5,408 8010 Pay-as-you-go principal 1,647,364 1,688,413 1,721,169 1,764,282 Principal on a revenue note issued to promote a development. (Medtronic) 1,647,364 1,688,413 1,721,169 1,764,282 9900 Transfer out to EDA Fund 88,036 89,690 91,484 94,229 Transfer to cover the EDA operating budget. 88,036 89,690 91,484 94,229 1,740,738 1,783,475 1,818,025 1,863,919 2.55%2.46%1.94%2.52% Statutory decertification date: December 31, 2033 26 2020 2021 2022 2023 Actual Actual Budget Request Dollar Percent TIF # 6 (Fund 441): Revenues 3101 Tax collections 10,828 79,937 81,491 83,935 2,444 3.00% 3102 Tax collections - delinquent - - - - - 0.00% 3610 Investment income 10 5 200 500 300 150.00% Total revenue 10,838 79,942 81,691 84,435 2,744 3.36% Operating expenses (4650): Contractual services 3030 Other professional 1,316 2,282 1,332 1,602 270 20.27% 8010 Developer PAG, principal - 7,633 72,622 74,440 1,818 2.50% 8020 Developer PAG, interest 4,873 33,211 - - - 0.00% 9900 Transfers out to EDA - 6,989 8,149 8,393 244 2.99% Total contractual services 6,189 50,115 82,103 84,435 2,332 2.84% Net change in fund balance 4,649 29,827 (412) - 412 -100.00% Fund balance, beginning year - 4,649 34,476 34,064 (412) -1.20% Fund balance, end of year 4,649 34,476 34,064 34,064 - 0.00% 2023 Budget Summary Change from 2022 27 Fund: 441 TIF District #6 Revenues Account Description 2020 2021 2022 2023 Description 3101 Tax increment collections 10,522 79,894 81,491 83,935 Estimated collections of incremental taxes on properties in the district 10,522 79,894 81,491 83,935 3610 Investment income 40 200 200 500 Estimated interest earnings at 1.00%. 40 200 200 500 Fund: 441 Department: 4650 Economic Development 3030 Other professional services 425 800 800 1,059 TIF administration and reporting fees 522 532 532 543 1.5% of audit (23-36,145, 24-36,870, 25-37,605, 26-38,360) 947 1,332 1,332 1,602 8010 Pay-as-you-go principal 4,735 40,826 72,622 74,440 Principal on a revenue note issued to promote a development. (MWF) 4,735 40,826 72,622 74,440 8020 Pay-as-you-go interest - - - - Interest on a revenue note issued to promote a development. (Medtronic) - - - - 9900 Transfer out to EDA Fund - 6,989 8,149 8,393 Transfer to cover the EDA operating budget. - 6,989 8,149 8,393 5,682 49,147 82,103 84,435 #DIV/0!764.96%67.06%2.84% 28 THIS PAGE LEFT BLANK INTENTIONALLY 29 CITY OF MOUNDS VIEW, MINNESOTA Debt Service Fund 2023 Budgets Combining Statement of Revenues and Expenditures GO CIP Bonds 2017A 2023 2022 Revenue: Taxes: Property taxes 413,983 413,983 416,766 Miscellaneous: Investment income 500 500 500 Total revenue 414,483 414,483 417,266 Expenditures: Debt service: Principal 255,000 255,000 245,000 Interest 138,095 138,095 145,595 Paying agent fees 475 475 475 Continuing disclosure fees 1,750 1,750 1,500 Total expenditures 395,320 395,320 392,570 Surplus of revenue over (under) expenditures 19,163 19,163 24,696 Net change in fund balance 19,163 19,163 24,696 Fund balance, January 1 415,606 415,606 390,910 Fund balance, December 31 434,769 434,769 415,606 Total 30 THIS PAGE LEFT BLANK INTENTIONALLY 31 CITY OF MOUNDS VIEW, MINNESOTA Capital Project Funds 2023 Budgets Combining Statement of Revenues and Expenditures Park Vehicle and Special Street Dedication Equipment Projects Improvement 2023 2022 Revenue: Taxes -$ -$ -$ 150,000$ 150,000$ 150,000$ Franchise fees - - - 330,000 330,000 305,000 Special assessments - - - 15,000 15,000 15,000 Intergovernmental: State - - - 435,000 435,000 405,000 Miscellaneous: Investment income 500 - 1,000 5,000 6,500 6,500 Other 3,000 - - - 3,000 3,000 Total revenue 3,500 - 1,000 935,000 939,500 884,500 Expenditures: General government - - - - - 75,000 Public safety - 218,000 - - 218,000 81,000 Streets and highways - 25,000 - 2,483,157 2,508,157 2,928,000 Culture and recreation 316,000 69,000 - - 385,000 462,553 Total expenditures 316,000 312,000 - 2,483,157 3,111,157 3,546,553 Excess (deficiency) of revenue over expenditures (312,500) (312,000) 1,000 (1,548,157) (2,171,657) (2,662,053) Other financing sources (uses) Operating transfers Transfers in - 465,000 75,000 1,500,000 2,040,000 535,000 Transfers out - (147,000) - - (147,000) (61,000) Total other financing sources (uses)- 318,000 75,000 1,500,000 1,893,000 474,000 Net change in fund balance (312,500) 6,000 76,000 (48,157) (278,657) (2,188,053) Fund balance, January 1 (37,512) 2,260,324 1,413,820 178,567 3,815,199 5,384,138 Fund balance, December 31 (350,012)$ 2,266,324$ 1,489,820$ 130,410$ 3,536,542$ 3,196,085$ Total Budget 32 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Park Dedication (Fund 451): Revenues 3610 Investment income 5,091 3,194 (1,020) 500 500 - 0.00% 3652 Park dedication fees 114,972 - 24,803 3,000 3,000 - 0.00% Total revenue 120,063 3,194 23,783 3,500 3,500 - 0.00% Operating expenses Operations (4350): Materials & supplies 1230 Supplies, equip. < $5,000 - 748 2,719 - - - 0.00% 1600 Supplies, operating 7,016 - - - - - 0.00% Total materials & supplies 7,016 748 2,719 - - - 0.00% Contractual services 5110 Repairs, Buildings & Grounds - 1,167 - - - - 0.00% Total contractual services - 1,167 - - - - 0.00% Capital 7050 Construction 75,599 - 9,900 236,553 316,000 79,447 33.59% Total capital outlays 75,599 - 9,900 236,553 316,000 79,447 33.59% Total expenses 82,615 1,915 12,619 236,553 316,000 79,447 33.59% Net change in fund balance 37,448 1,279 11,164 (233,053) (312,500) (79,447) 34.09% Fund balance, beginning year 145,650 183,098 184,377 195,541 (37,512) (233,053) -119.18% Fund balance, end of year 183,098$ 184,377$ 195,541$ (37,512)$ (350,012)$ (312,500)$ 833.06% 33 Fund: 451 Park Dedication Fund Revenues Account Description 2020 2021 2022 2023 Description 3610 Investment income 1,000 500 500 500 Estimated interest earnings at 1%. 1,000 500 500 500 3652 Park dedication fees 3,000 3,000 3,000 3,000 Developer payments 3,000 3,000 3,000 3,000 Fund: 451 Department: 4470 Expenditures 7050 Construction > $25000 45,000 - - - Irrigation & landscaping improvements City Hall Park 58,500 - - - Restroom enclosures, roof, hockey lighting - - - 20,000 Chair swing - Silver View Park - - - 171,000 Greenfield playground - - - 125,000 Pickle Ball court - Silver View Park - 60,000 146,553 - Random Park Playground - 40,000 60,000 - Lambert Park Hockey Boards - 13,000 30,000 - Netting Silver View Park - 12,500 - - T-Ball field City Hall Park - - - - 2 park shelters (splash pad) - - - - Silver View Park Shelter remodel 103,500 125,500 236,553 316,000 34 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Vehicle & Equipment (Fund 460): Revenues 3680 Miscellaneous revenue 13,289 - - - - - 0.00% 3972 Transfers in - General fund 325,000 299,000 400,000 300,000 300,000 - 0.00% 3972 Transfers in - Water 67,000 67,000 70,000 70,000 80,000 10,000 14.29% 3972 Transfers in - Sewer 52,000 55,000 55,000 55,000 52,000 (3,000) -5.45% 3972 Transfers in - Storm Water 31,000 33,000 33,000 35,000 33,000 (2,000) -5.71% Total revenue 488,289 454,000 558,000 460,000 465,000 5,000 1.09% Expenditures Central Services (4160): Materials & supplies 1230 Supplies, equipment < $5,000 6,502 - 840 - - - 0.00% Capital 7030 Equipment 7,601 - - - - - 0.00% Total Central Services 14,103 - 840 - - - 0.00% Police (4200): Materials & supplies 1230 Supplies, equip < $5,000 43,109 10,263 1,800 - - - 0.00% 5120 Repairs, vehicles - 255 - - - - 0.00% Capital 7030 Equipment - - 92,839 25,000 35,000 10,000 40.00% 7040 Vehicles 95,645 97,068 35,259 56,000 183,000 127,000 226.79% Total Police 138,754 107,586 129,898 81,000 218,000 137,000 169.14% Park and rec (4360): Capital 7030 Equipment 48,171 57,043 115,292 - 29,000 29,000 0.00% 7040 Vehicles - - - - 40,000 40,000 0.00% Total Park and rec 48,171 57,043 115,292 - 69,000 69,000 0.00% PW Streets (4470): Materials & supplies 1230 Supplies, equip < $5,000 - 6,135 - - - - 0.00% Capital 7030 Equipment 26,464 181,619 - - 25,000 25,000 0.00% 7040 Vehicles - 49,344 201,893 - - 0.00% Total PW Streets 26,464 237,098 201,893 - 25,000 25,000 0.00% Other (4160): 9900 Transfer out - General Fund - - - 26,000 27,000 1,000 3.85% 9900 Transfer out - Water - - 125,000 35,000 82,500 47,500 135.71% 9900 Transfer out - Sewer 100,000 - - - - - 0.00% 9900 Transfer out - Storm Water - - - - 37,500 37,500 0.00% Total other 100,000 - 125,000 61,000 147,000 86,000 140.98% Total expenditures 327,492 401,727 572,923 142,000 459,000 317,000 223.24% Net change in fund balance 160,797 52,273 (14,923) 318,000 6,000 (312,000) -98.11% Fund balance, beginning year 1,744,177 1,904,974 1,957,247 1,942,324 2,260,324 318,000 16.37% Fund balance, end of year 1,904,974 1,957,247 1,942,324 2,260,324 2,266,324 6,000 0.27% 327,492 401,727 572,923 142,000 459,000 35 Fund: 460 Vehicle & Equipment Fund Revenues Account Description 2020 2021 2022 2023 Description 3961 Transfers in 299,000 299,000 300,000 300,000 From General Fund ($259,000 5yr Fin Plan) 67,000 70,000 70,000 80,000 From Water Fund 55,000 55,000 55,000 52,000 From Sanitary Sewer Fund 33,000 33,000 35,000 33,000 From Storm Water Fund 454,000 457,000 460,000 465,000 Fund: 460 Department: 4200 Police Operations 7030 Equipment > $5000 12,500 - - - Miscellaneous Equipment for Squads - - 25,000 35,000 Watchgurard server upgrade (move to cloud)(annual maint. $xx,xxx in 24) - 101,000 - - (25) 800 Mhz radios ($101,000 in 2021) 12,500 101,000 25,000 35,000 7040 Vehicles 97,400 51,000 56,000 183,000 (3) Squad $43,500, (3) setup $17,500 97,400 51,000 56,000 183,000 Fund: 460 Department: 4360 Parks Operations 7030 Equipment > $5000 - 100,000 - - Replace AEBI tractor - - - 29,000 Turfcat utility cart - 100,000 - 29,000 7040 Vehicles 54,000 - - 40,000 Parks maint 3/4 ton pick-up 54,000 - - 40,000 Fund: 460 Department: 4470 Pavement Management Operations 1230 Supplies, equip < $5,000 6,200 - - - Refurbish 2 trailers 6,200 - - - 7030 Equipment > $5000 25,000 - - - Overhaul Loader extend replacement 10 more years - - - 25,000 Compactor 25,000 - - 25,000 7040 Vehicles 50,000 - - - Street maint 1 ton pick-up (carryover to 2020) - 200,000 - - Dump truck ($220,000 net of trade-in $20,000) 50,000 200,000 - - 9900 Transfers out 24,000 25,000 26,000 27,000 Various equipment purchases general fund - 125,000 - - Water - Booster station generator - - - 37,500 Storm Water tracked skid steer 1/2 - - - 37,500 Water tracked skid steer 1/2 35,000 35,000 35,000 45,000 Water - (1/2 ton truck 4x4 ($35,000) Move to 2023 59,000 185,000 61,000 147,000 304,100 637,000 142,000 459,000 -28.11%109.47%-77.71%223.24% 36 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Budget Budget Request Dollar Percent Special Projects (Fund 480): Revenues 3553 Spec assessmt penalty & intere 1,371 635 477 - - - 0.00% 3610 Investment income 39,980 18,796 (6,295) 1,000 1,000 - 0.00% 3680 Other revenue 827,280 - - - - - 0.00% 3972 Transfers in 125,000 475,000 725,000 75,000 75,000 - 0.00% 3993 Bond sales - - - - - - 0.00% Total revenue 993,631 494,431 719,182 76,000 76,000 - 0.00% Operating expenses Operations (4160): Materials & supplies 1230 Supplies, equipment < $5,000 - 10,208 15,404 - 750 750 0.00% Total materials & supplies - 10,208 15,404 - 750 750 0.00% Contractual services (4160) 3030 Other professional services 2,090 12,600 42,475 205,000 145,000 (60,000) -29.27% 5130 Repairs; Equipment - - - - - - 0.00% Total contractual services 2,090 12,600 42,475 205,000 145,000 (60,000) -29.27% Capital (4160) 7030 Capital equipment - 22,316 396,084 96,000 23,500 (72,500) (1) 7050 Construction 222,143 337,543 - 18,000 - (18,000) (1) Total capital outlays 222,143 359,859 396,084 114,000 23,500 (90,500) (1) Contractual services (4180) 3030 Other professional services - 540 - - - - 0.00% 5130 Repairs; Equipment 3,000 - - - - - 0.00% Total contractual services 3,000 540 - - - - 0.00% Capital (4180) 7030 Capital equipment 34,110 - - - - - 0.00% 7050 Construction 20,337 - - - - - 0.00% Total capital outlays 54,447 - - - - - 0.00% Capital (4470) 7030 Capital equipment 50,849 - - - - - 0.00% 7050 Construction 365,062 14,500 - - - - 0.00% Total capital outlays 415,911 14,500 - - - - 0.00% Total expenses 697,591 397,707 453,963 319,000 169,250 (149,750) -46.94% Net change in fund balance 296,040 96,724 265,219 (243,000) (93,250) 149,750 -61.63% Fund balance, beginning year 998,837 1,294,877 1,391,601 1,656,820 1,413,820 (243,000) -14.67% Fund balance, end of year 1,294,877 1,391,601 1,656,820 1,413,820 1,320,570 (93,250) -6.60% 37 Fund: 480 Special Projects Revenues Account Description 2020 2021 2022 2023 Description 3610 Investment income 8,000 4,000 1,000 1,000 Estimated interest earnings at 1%. 8,000 4,000 1,000 1,000 3972 Transfers in 75,000 75,000 75,000 75,000 Transfer from General Fund 75,000 75,000 75,000 75,000 Fund: 480 Department: 4160 Expenditures 1230 Supplies, equipment - 7,700 - - Bullet Proof vests (7 officers @ $1,100 each) - - - 750 Vaccum Comm. Ctr. - 25,000 - - CommCtr funiture - 32,700 - 750 3030 Other professional services 29,000 - - - CommCtr upgrades (4 more cameras, ADA imp, door locks, garbage encl.) - 35,000 35,000 35,000 CommCtr painting (carryover to 2023) - - 15,000 15,000 CommCtr front counter upgrades (carryover to 2023) - - 10,000 10,000 CommCtr Repair Skylights (carryover to 2023) - 15,124 - - CommCtr intrusion system update - - 70,000 - Consultants for CC expansion (R9484, R9485) 21,000 - - - Codification of City Code - - - - Comm Dev Permit software TBD 60,000 60,000 75,000 85,000 Finance/Payroll/Utility Billing software upgrade (place holder) 110,000 110,124 205,000 145,000 7030 Capital, equipment > $5000 15,000 - - - CommCtr Basketball hoops - 60,906 86,000 - CommCtr Banquet Ctr carpet (carryover to 2022) - - - 13,500 Floor auto scrubber, hand dryers Comm. Ctr. 10,000 10,000 10,000 10,000 Park building video and door lock improvements - 396,100 - - HVAC upgrades - CH, CC, PW 25,000 467,006 96,000 23,500 7050 Construction > $25000 25,000 25,000 18,000 - PW floor sealing and ADA Doors (Carryover to 2022) 43,553 - - - CommCtr HVAC Improvements (RTU-4,7 and VAV's)(carryover to 2020) 8,555 - - - DP swithches CH & CC (carryover to 2020) 128,000 - - - CommCtr. divider wall replacement & front counter gate 30,000 30,000 - - CommCtr restrooms in gym locker rooms 120,000 - - - CH Conf room, rubber flooring, dais & other misc. imp. (R9487 11-8-21) 175,000 - - - Remodel PD and CH Basement (carryover from 2019) 530,108 55,000 18,000 - 665,108 664,830 319,000 169,250 18.20%-0.04%-52.02%-46.94% 38 2023 Budget Summary 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Budget Budget Request Dollar Percent Street Improvement (Fund 485): Revenues 3101 Property taxes 139,666 151,111 149,942 150,000 150,000 - 0.00% 3180 Franchise fee 308,835 301,756 335,107 305,000 330,000 25,000 8.20% 3352 MSA street construction 407,880 484,789 408,790 405,000 435,000 30,000 7.41% 3550 Spec assessmt prepayment 17,017 26,042 21,007 15,000 15,000 - 0.00% 3610 Investment income 60,850 42,740 (14,196) 5,000 5,000 - 0.00% 3680 Other revenue - 1,924 - - - - 0.00% 3972 Transfer from other funds - - - - 1,500,000 1,500,000 0.00% 3993 Bond proceeds - - - - - - 0.00% Total revenue 934,248 1,008,362 900,650 880,000 2,435,000 1,555,000 176.70% Operating expenses Operations (4470): Contractual services 3030 Other professional services 236,424 24,706 162,295 - - - 0.00% Total contractual services 236,424 24,706 162,295 - - - 0.00% Capital 7050 Construction 292,940 579,516 380,702 2,910,000 2,483,157 (426,843) -14.67% Total capital outlays 292,940 579,516 380,702 2,910,000 2,483,157 (426,843) -14.67% Other 9900 Transfer out - 701,000 - - - - 0.00% Total other - 701,000 - - - - 0.00% Total expenses 529,364 1,305,222 542,997 2,910,000 2,483,157 (426,843) -14.67% Net change in fund balance 404,884 (296,860) 357,653 (2,030,000) (48,157) 1,981,843 -97.63% Fund balance, beginning year 1,742,890 2,147,774 1,850,914 2,208,567 178,567 (2,030,000) -91.91% Fund balance, end of year 2,147,774$ 1,850,914$ 2,208,567$ 178,567$ 130,410$ (48,157)$ -26.97% 39 Fund: 485 Street Improvement Revenues Account Description 2020 2021 2022 2023 Description 3101 Property taxes 150,000 150,000 150,000 150,000 General tax levy for streets 150,000 150,000 150,000 150,000 3180 Franchise fee 302,500 305,000 305,000 330,000 Half of the 4% franchase fee on gas & electric utilities 302,500 305,000 305,000 330,000 3352 MSA Street Construction 275,000 275,000 405,000 435,000 State aid funds 275,000 275,000 405,000 435,000 3550 Special assessments 22,000 15,000 15,000 15,000 Special assessments on private improvements 22,000 15,000 15,000 15,000 3610 Investment income 20,000 15,000 5,000 5,000 Estimated interest earnings 20,000 15,000 5,000 5,000 3972 Transfer in - - - 1,500,000 Transfer from General Fund (additional $750,000 in 2024) - - - 1,500,000 769,500 760,000 880,000 2,435,000 Fund: 485 Department: 4470 Expenditures 7050 Construction > $25000 20,000 - - - 2019 Woodale Dr. Closeout 316,000 50,000 - - 2020 Quincy Street (costruction) in TIF #3 75,000 75,000 2,465,000 50,000 2022 Pleasant View and Spring Lake Road (construction phase) - - 225,000 1,828,000 2023 Spring Lake Road S of MV Blvd (construction phase) - - - 266,000 Trail segments 7 & 8 bid with street project - - - 13,000 MV Drive, various cul-de-sacs (design) - - - 25,000 Pleasant View/Stinson & County Road I ( Reconstruct Design) - - - 50,000 Bronson Long Lake Road to Edgewood (Reconstruct Design) - 50,000 75,000 75,000 Trailway development and ADA transition project (2021 - 2023) - - - 141,157 Pavement Maint. Reclomite - Area J, I, Business Park N & S, Quincy St. - - - 35,000 Fog seal various parking lots/trails 98,500 172,260 145,000 - Seal coat projects (replaced with Reclomite process) 509,500 347,260 2,910,000 2,483,157 9900 Transfer out 701,000 - - - EDA 701,000 - - - 40 THIS PAGE LEFT BLANK INTENTIONALLY 41 CITY OF MOUNDS VIEW, MINNESOTA Enterprise Funds 2023 Budgets Combining Statement of Revenues and Expenses Sanitary Street Storm Water Sewer Lighting Water 2023 2022 Operating revenue: Operating revenues 1,381,084 2,013,740 105,112 402,000 3,901,936 3,763,913 Special assessments 80,500 - - - 80,500 80,500 Connection charges 2,000 - - - 2,000 2,000 Total operating revenue 1,463,584 2,013,740 105,112 402,000 3,984,436 3,846,413 Operating expenses: Personal services 532,219 477,407 13,391 179,352 1,202,369 1,129,459 Supplies 79,787 34,922 1,000 25,800 141,509 133,904 Contractual services 261,202 161,295 3,850 129,426 555,773 643,481 Electricity & gas 136,500 2,500 82,500 - 221,500 221,100 Disposal charges (MCES)- 1,150,734 - - 1,150,734 1,088,918 Contingency 15,000 15,000 - - 30,000 30,000 Depreciation 220,000 125,000 - 35,000 380,000 355,000 Capital outlays 1,626,000 1,055,000 - 256,000 2,937,000 2,910,000 Total operating expenses 2,870,708 3,021,858 100,741 625,578 6,618,885 6,511,862 Net operating income (loss)(1,407,124) (1,008,118) 4,371 (223,578) (2,634,449) (2,665,449) Non-operating revenue (expenses): Investment income 2,000 20,000 1,400 16,000 39,400 39,400 Principal payment on debt (350,000) - - - (350,000) (335,000) Interest expense (83,223) - - - (83,223) (71,971) Bond fees / discounts (2,950) - - - (2,950) (2,950) Total non-operating (434,173) 20,000 1,400 16,000 (396,773) (370,521) Transfers and other financing sources Transfers in 82,500 - - 37,500 120,000 35,000 Transfers out (170,542) (142,542) (3,213) (44,351) (360,648) (348,008) Total transfers and other financing sourc (88,042) (142,542) (3,213) (6,851) (240,648) (313,008) Revenues over (under) expenditures (1,929,339) (1,130,660) 2,558 (214,429) (3,271,870) (3,348,978) Add back: Capital outlays 1,626,000 1,055,000 - 256,000 2,937,000 2,910,000 Principal on debt 350,000 - - - 350,000 335,000 Net income (loss)46,661 (75,660) 2,558 41,571 15,130 (103,978) Net assets (deficit), January 1 4,639,767 4,568,968 113,434 3,171,801 12,493,969 11,907,761 Net assets (deficit), December 31 4,686,428$ 4,493,308$ 115,992$ 3,213,372$ 12,509,099$ 11,803,783$ Total 42 2019 2020 2021 2022 Y-T-D 2023 Change from 2022 Actual Actual Actual Budget 09/30/22 Request Dollar Percent Water (Fund 700): Revenues 3375 State pension contribution 478 649 464 - - - - 0.00% 3424 Meter charge - 1 3 - - - - 0.00% 3550 Spec assessments-prepayments - 1,594 - - - - 0.00% 3551 Spec assessments-current 61,379 70,950 77,308 75,000 75,000 - 0.00% 3552 Spec assessments-delinquent 6,070 8,692 6,357 5,000 5,000 - 0.00% 3553 Spec assess.-penalty & interest 1,408 6,328 1,935 500 500 - 0.00% 3610 Investment income 21,328 6,257 4,157 2,000 2,000 - 0.00% 3680 Other revenues 2,219 4,706 1,106 2,000 2,000 - 0.00% 3710 Water sales 954,847 1,168,083 1,261,990 1,219,128 1,280,084 60,956 5.00% 3714 Water service insurance 89,385 93,774 95,441 92,000 92,000 - 0.00% 3715 Utility connections 3,150 3,750 2,350 2,000 2,000 - 0.00% 3716 Penalties 11,777 5,560 12,183 7,000 7,000 - 0.00% 3913 Meter sales 3,675 660 143 - - - 0.00% 3917 WAC/SWM charges 69,500 1,500 500 - - - 0.00% 3972 Transfers - Vehicle & Equip - - 125,000 35,000 - 82,500 47,500 135.71% Total revenue 1,225,216 1,372,504 1,588,937 1,439,628 - 1,548,084 108,456 7.53% Operating expenses Billing Services (4820): Personnel services 0100 Salaries, regular 43,377 45,907 49,826 49,625 53,699 4,074 8.21% 0150 Salaries, part-time - - - - 2,250 2,250 0.00% 0300 Social security 3,060 3,091 3,562 3,796 4,280 484 12.75% 0321 PERA 2,719 2,922 3,036 3,721 4,198 477 12.82% 0322 GASB 68 Pension Exp 194 5,831 (24,171) - - - - 0.00% 0400 Group insurance 7,238 7,460 7,489 7,361 8,136 775 10.53% 0500 Workers compensation 279 296 279 394 432 38 9.64% Total personnel services 56,867 65,507 40,021 64,897 - 72,995 8,098 12.48% Materials & supplies 1600 Supplies, operating - - - 50 - 50 - 0.00% Total materials & supplies - - - 50 - 50 - 0.00% Contractual services 3030 Other professional services 8,732 8,616 8,990 9,083 9,256 173 1.90% 3300 Postage 2,474 2,680 2,479 4,600 4,600 - 0.00% 3430 Printing 880 900 1,142 900 900 - 0.00% 3630 Training 1,176 - - 2,400 - 2,400 - 0.00% 5130 Repairs, equipment 4,978 4,899 6,360 8,832 9,107 275 3.11% Total contractual services 18,240 17,095 18,971 25,815 - 26,263 448 1.74% Debt Service: 8010 Principal - - - 335,000 - 350,000 15,000 4.48% 8020 Interest - - 75,580 71,971 - 83,223 11,252 15.63% 8030 Paying agent fees - - 237 450 - 450 - 0.00% 8040 Continuing disclosure - - 1,533 2,500 - 2,500 - 0.00% 8050 Issuance costs - 100,764 - - - - - 0.00% Total debt service - 100,764 77,350 409,921 - 436,173 26,252 6.40% Miscellaneous: 9900 Transfers out to General Fund 80,446 82,859 85,345 87,905 - 90,542 2,637 3.00% 9900 Transfers out to Vehicle Fund 67,000 67,000 70,000 70,000 - 80,000 10,000 14.29% Total capital outlays 147,446 149,859 155,345 157,905 - 170,542 12,637 8.00% Total Billing 222,553 333,225 291,687 658,588 - 706,023 47,435 7.20% 165,686 267,718 251,666 593,691 633,028 633,028 2023 Budget Summary 43 Fund: 700 Department: 4820 Billing Services Account Description 2020 2021 2022 2023 Description 1600 Supplies, operating 50 50 50 50 Utility billing supplies 50 50 50 50 3030 Other professional services 8,513 8,683 8,683 8,856 24.5% of audit (23-36,145, 24-36,870, 25-37,605, 26-38,360) 400 400 400 400 County special assessment maintenance fee 8,913 9,083 9,083 9,256 3300 Postage 3,300 3,300 3,300 3,300 3300 bills X $0.50 postage X 4 billings X 1/2 cost 800 800 800 800 Inserting & mailing bills (moved from 3030) 500 500 500 500 Late notices: 500 bills X $0.50 postage X 4 billings X 1/2 cost 4,600 4,600 4,600 4,600 3430 Printing 450 450 450 450 Utility bills (1/2 cost) 450 450 450 450 Envelopes 900 900 900 900 3630 Training 2,400 2,400 2,400 2,400 Seminars on new regulations, software updates, etc. INCODE training 2,400 2,400 2,400 2,400 5130 Repairs, equipment 4,477 4,701 4,936 5,183 Incode software support (30%)(5% annual increase per agreement) - 1,200 1,200 1,200 Incode UB support 330 350 350 350 Neptune reader maintenance (1/2 in sewer)(2019 first year $610) 1,800 1,800 1,800 1,800 Neptune software maintenance (1/2 in sewer) 495 520 546 574 Handheld interface support for meter readers (1/2 in sewer)(Incode) 7,102 8,571 8,832 9,107 8010 Principal - - 335,000 350,000 Principal due on bonds - - 335,000 350,000 8020 Interest - 42,000 71,971 83,223 Interest due on 2020 A Bonds - 42,000 71,971 83,223 8030 Paying agent fees - 450 450 450 Paying agent fees on bond issues - 450 450 450 8040 Continuing Disclosure - 2,500 2,500 2,500 Annual debt disclosure requirements and Ramsey county sp. Assmt. Fees - 2,500 2,500 2,500 9900 Transfers out 82,859 85,345 87,905 90,542 Transfer to General Fund for administrative overhead costs 67,000 70,000 70,000 80,000 Transfer to Vehicle & Equipment Fund to fund future purchases 149,859 155,345 157,905 170,542 173,824 225,899 593,691 633,028 44 2019 2020 2021 2022 Y-T-D 2023 Change from 2022 Actual Actual Actual Budget 09/30/22 Request Dollar Percent Water (Fund 700): 2023 Budget Summary Infrastructure & Equip Maintenance (4823): Personnel services 0100 Salaries, regular 208,795 248,078 249,508 272,184 281,739 9,555 3.51% 0110 Salaries, overtime 10,051 15,330 11,850 11,460 11,921 461 4.02% 0150 Salaries, part-time 3,884 4,082 - 8,320 20,085 11,765 141.41% 0300 Social security 15,201 18,186 17,635 22,296 23,963 1,667 7.48% 0321 PERA 14,347 18,793 18,551 21,238 22,830 1,592 7.50% 0400 Group insurance 28,470 38,276 38,296 45,510 46,248 738 1.62% 0500 Workers compensation 6,444 6,954 5,208 7,297 7,290 (7) -0.10% Total personnel services 287,192 349,699 341,048 388,305 - 414,076 25,771 6.64% Materials & supplies 1210 Supplies, bldg & grnds 171 2,160 2,724 2,750 3,000 250 9.09% 1220 Supplies, vehicles 951 1,637 4,940 1,500 2,000 500 33.33% 1230 Supplies, equipment 9,840 2,836 3,357 2,625 2,625 - 0.00% 1240 Supplies, streets 4,286 5,657 8,350 4,500 5,000 500 11.11% 1250 Supplies, utilities 8,853 8,521 7,336 13,950 13,950 - 0.00% 1260 Supplies, traffic control 132 211 - 200 200 - 0.00% 1600 Supplies, operating 6,461 10,356 13,660 7,000 8,500 1,500 21.43% 1700 Motor fuels 5,331 5,458 6,192 5,593 7,463 1,870 33.43% 2400 Uniforms 1,558 1,335 959 1,100 1,100 - 0.00% 2410 Mats & towels 515 445 415 620 620 - 0.00% Total materials & supplies 38,098 38,616 47,933 39,838 - 44,458 4,620 11.60% Contractual services 3030 Other professional services 26,556 15,614 35,422 19,696 45,750 26,054 132.28% 3100 Communications - telephone 3,097 5,210 3,491 3,884 4,084 200 5.15% 3200 Water & wastewater charges 4,326 6,347 9,087 7,200 7,200 - 0.00% 3220 Natural gas 8,771 5,864 7,166 8,500 8,500 - 0.00% 3610 Memberships 325 150 200 360 360 - 0.00% 3630 Training 2,791 1,225 2,714 5,530 5,530 - 0.00% 4010 Equipment rental 4,663 629 265 4,500 - 1,500 (3,000) -66.67% 4800 Insurance 7,484 8,590 8,184 10,230 10,230 - 0.00% 5110 Repairs, bldgs & grnds 5,040 1,983 5,183 10,540 10,540 - 0.00% 5120 Repairs, vehicles 1,014 - - 1,000 - 1,000 - 0.00% 5130 Repairs, equipment 14,409 17,180 6,799 6,000 8,500 2,500 41.67% 5140 Repairs, streets 9,700 15,107 1,402 10,000 10,000 - 0.00% 5150 Repairs, utilities 20,432 13,941 12,092 17,500 17,500 - 0.00% 5155 Water service repair 62,764 94,981 90,444 90,000 90,000 - 0.00% 5160 Repairs, system maintenance - 875 2,935 3,500 3,500 - 0.00% Total contractual services 171,372 187,696 185,384 198,440 - 224,194 25,754 12.98% Capital outlays 7030 Equipment - - - 1,425,000 1,466,000 41,000 2.88% 7050 Construction - - - 880,000 160,000 (720,000) -81.82% 7950 Depreciation 230,683 198,159 194,482 220,000 - 220,000 - 0.00% Total capital outlays 230,683 198,159 194,482 2,525,000 - 1,846,000 (679,000) -26.89% Miscellaneous: 9100 Contingency - - - 15,000 - 15,000 - 0.00% Total miscellaneous - - - 15,000 - 15,000 - 0.00% Total infrastructure & equip maint 727,345 774,170 768,847 3,166,583 - 2,543,728 (622,855) -19.67% 440,153 424,471 427,799 2,778,278 2,129,652 - 45 Fund: 700 Department: 4823 Water Infrastructure & Equipment Maintenance Account Description 2020 2021 2022 2023 Description 1210 Supplies, Bldgs & grounds 100 100 100 100 Mops, buckets, brooms 500 500 500 500 Light tubes & ballasts 200 200 200 200 Paper products 200 200 200 200 Paint, thinner, & brushes 750 750 750 1,000 Black dirt & sod/seed, landscaping materials 500 500 500 500 Misc. cleaners for well houses & % of shop 500 500 500 500 Irrigation parts 2,750 2,750 2,750 3,000 1220 Supplies, vehicles 300 300 300 300 Air, oil, fuel, & transmission filters 100 100 100 100 Fluids 400 400 400 400 Batteries and tires 50 50 50 50 Paint sealant 150 150 150 150 Tune ups 500 500 500 1,000 Misc repairs 1,500 1,500 1,500 2,000 1230 Supplies, equipment < $5000 100 100 100 100 Tune ups 100 100 100 100 Grounds maintenance equipment 100 100 100 100 Blades, suction hoses, filter screens 175 175 175 175 Hydraulic fluid: 35 gallons @ $4.80 / gallon 200 200 200 200 Solvents & cleaning fluids 200 200 200 200 Air compressor & dehumidifier parts 1,500 1,500 1,500 1,500 Chemical equipment parts (fluoride pumps) 250 250 250 250 Air, oil, fuel, & trans filters (emergency generator) 2,625 2,625 2,625 2,625 1240 Supplies, streets 4,500 4,500 4,500 5,000 Asphalt/concrete/sod/seed for patching minor street, curb, driveway repairs. 4,500 4,500 4,500 5,000 1250 Supplies, utilities 2,500 2,500 5,000 5,000 Paint & sandblasting materials for hydrants 500 500 500 500 Copper, steel & PVC pipe 1,500 1,500 1,250 1,250 Valve box risers, main repair clamps 1,000 1,000 750 750 Hydrant markers - - - - De-chlorinator 3,450 3,450 3,000 3,000 Hydrant parts (hydrant pump $450 - 2017) 5,000 5,000 3,450 3,450 Meter supplies, etc. (move from account 1600) 13,950 13,950 13,950 13,950 1260 Supplies, traffic control 200 200 200 200 Traffic cones / safety vests 200 200 200 200 1600 Supplies, operating 500 500 500 500 Propane, acetylene & oxygen supplies 400 400 400 400 Gloves, masks, & rags 1,850 1,850 1,850 2,850 Film, first aid supplies, & batteries (add hearing protection) 2,500 2,500 2,500 3,000 Location flags & paint (moved from account 1250) 250 250 250 250 Cleaning supplies 1,500 1,500 1,500 1,500 Additional & replacement hand tools 7,000 7,000 7,000 8,500 1700 Motor fuels & lubs 620 580 1,568 2,138 Diesel fuel - 475 gallons @ $4.50 450 450 450 450 Oil 3,380 2,990 3,575 4,875 Unleaded fuel: 1,300 gallons @ $3.75 4,450 4,020 5,593 7,463 2400 Uniforms 1,100 1,100 1,100 1,100 Uniforms 15.5% of $4,500 and clothing 1.7 FTE x $175 per contract 1,100 1,100 1,100 1,100 2410 Mats & towels 620 620 620 620 Share of floor mats & shop towels (15.5% of $4,000) 620 620 620 620 3030 Other professional services 180 180 400 700 Backflow prevention testing 3,500 3,500 3,500 4,500 Water system leak survey (every 2 years)(not done in 2019) - - - 20,000 Consultant well head protection phase II 850 850 850 2,500 Annual inspections heating units in all water buildings 1,496 1,496 1,496 2,500 Annual inspection generator units - - - 450 Copier maintenance agreement (Split with 730) 500 500 500 700 Broadleaf control 1,000 6,000 6,000 6,000 Asset management software 250 250 250 450 Fire sprinkler inspections/testing 200 200 200 200 Fire extinguisher inspection/service (10 @ $20) 750 750 750 1,500 Gopher State One-call locates 2,750 2,750 2,750 2,750 Safety Data Service (1/3 Sewer, 1/3 Storm Water) 3,000 3,000 3,000 3,500 ArcView/GIS base map and engineering consulting (Split with 730) 14,476 19,476 19,696 45,750 3100 Communications - telephone 400 400 400 600 Service & repair 1,954 1,954 1,954 1,954 Cellular phone service (20.06% of $9,200) 631 1,440 1,440 1,440 Data cards for SCADA (4)(75%)(40.01 per card) balance in Sewer 90 90 90 90 800 MHz license fee (33%)(5 radios @ $4.48 per month) 3,075 3,884 3,884 4,084 3200 Water and wastewater charges 7,200 7,200 7,200 7,200 7,200 7,200 7,200 7,200 46 THIS PAGE LEFT BLANK INTENTIONALLY 47 Fund: 700 Department: 4823 Water Infrastructure & Equipment Maintenance Account Description 2020 2021 2022 2023 Description 3220 Natural gas 8,500 8,500 8,500 8,500 Heating fuel 8,500 8,500 8,500 8,500 3610 Memberships 120 120 120 120 MN Rural Water Association (50%) 100 100 100 100 MN Safety Council 60 60 60 60 Suburban Utility Superintendent Association (SUSA)(50% of $100) 80 80 80 80 Pressurized vessel license 360 360 360 360 3630 Training 150 150 150 150 Computer training/webinars 1,200 1,200 1,200 1,200 Trench safety/confined space alternate years/inspection safety 1,000 1,000 1,000 1,000 Class A license 110 110 110 110 Hearing test/R2K (2.15 FTE * $50) 60 60 60 60 Maintenance Expo 2,000 2,000 2,000 2,000 Water operator class/exam/certificate ($xxx per person) 100 100 100 100 Misc. training seminars 300 300 300 300 Equipment operator training 150 150 150 150 MRWA workshops 400 400 400 400 Tuition reimbursement 60 60 60 60 Work zone safety seminar (every 3 years) 5,530 5,530 5,530 5,530 4010 Rental, equipment 4,000 4,000 4,000 1,000 Skid steer - upgrade 300 300 300 300 Barricades & signs 200 200 200 200 Tools & equipment 4,500 4,500 4,500 1,500 4800 Insurance 10,230 10,230 10,230 10,230 Share of property/liability insurance 10,230 10,230 10,230 10,230 5110 Repairs, buildings & grounds 1,000 1,000 1,000 1,000 Door & lock repairs 1,000 1,000 1,000 1,000 Roof & wall repairs 7,540 7,540 7,540 7,540 Electrical & mechanical repairs (well #2 in 17 well #4 in 18 $4540) 1,000 1,000 1,000 1,000 Site repairs (pavement, fence, irrigation, etc...) 10,540 10,540 10,540 10,540 5120 Repairs, vehicles 1,000 1,000 1,000 1,000 Utility truck repairs 1,000 1,000 1,000 1,000 5130 Repairs, equipment 900 900 900 900 Well and water treatment plant repairs 500 500 500 500 Miscellaneous repairs (Backhoe, Skid steer) 1,000 1,000 - - Repair boiler @ main plant 12,000 - - - Backhoe overhall extend life 10 more years 3,100 - - - Refurbish trailer 1,000 1,000 1,000 2,000 Generator service - Onan 1,500 1,500 1,500 3,000 VFD service 1,000 1,000 1,000 1,000 Meter and valve repairs 1,000 1,000 1,000 1,000 SCADA repairs 100 100 100 100 Radio repairs 22,100 7,000 6,000 8,500 5140 Repairs, streets 10,000 10,000 10,000 10,000 Contractor repairs to streets after water main breaks 10,000 10,000 10,000 10,000 5150 Repairs, utilities 5,000 5,000 5,000 5,000 Fire hydrant repairs 5,000 5,000 5,000 5,000 Gate valve repairs 7,500 7,500 7,500 7,500 Water main repairs 17,500 17,500 17,500 17,500 5155 Water service repairs 75,000 75,000 75,000 80,000 Contractor repairs to residential water services. 15,000 15,000 15,000 10,000 Pavement & curb repairs 90,000 90,000 90,000 90,000 5160 System maintenance 3,500 3,500 3,500 3,500 Water system maintenance & repair items 3,500 3,500 3,500 3,500 7030 Capital, equipment > $5000 15,000 15,000 15,000 15,000 Gate valves 35,000 35,000 1,375,000 1,375,000 Commercial/Residentional meter replacements - 125,000 - - Generator WTP #1 and booster station - - - 37,500 T76 T4 Compact Track Loader (skidsteer)(1/2 in Storm Water) 35,000 35,000 35,000 45,000 3/4 ton pick-up 4x2 85,000 210,000 1,425,000 1,472,500 7050 Construction > $25000 3,159,104 3,816,000 800,000 100,000 Water treatment plant engineering, design, construction 150,000 80,000 80,000 60,000 Well pump rehabilitation project (approximately every 7 years per well) 3,309,104 3,896,000 880,000 160,000 7950 Depreciation 240,000 240,000 220,000 220,000 Estimated depreciation 240,000 240,000 220,000 220,000 9100 Contingency 15,000 15,000 15,000 15,000 Contingency 15,000 15,000 15,000 15,000 3,896,310 4,598,485 2,778,278 2,136,152 48 2019 2020 2021 2022 Y-T-D 2023 Change from 2022 Actual Actual Actual Budget 09/30/22 Request Dollar Percent Water (Fund 700): 2023 Budget Summary Water Production (4825): Personnel services 0100 Salaries, regular 40,474 29,625 29,068 31,096 32,329 1,233 3.97% 0110 Salaries, overtime 3,142 1,649 2,196 - - - 0.00% 0300 Social security 3,052 2,195 2,079 2,348 2,443 95 4.05% 0321 PERA 2,997 2,240 2,306 2,302 2,395 93 4.04% 0400 Group insurance 6,898 5,351 5,530 6,576 6,720 144 2.19% 0500 Workers compensation 1,034 1,054 971 1,344 1,261 (83) -6.18% Total personnel services 57,597 42,114 42,150 43,666 - 45,148 1,482 3.39% Materials & supplies 1600 Supplies, operating 18,439 13,848 19,627 37,775 34,900 (2,875) -7.61% 2400 Uniforms 374 615 601 235 235 - 0.00% 2410 Mats & towels 196 241 207 144 144 - 0.00% Total materials & supplies 19,009 14,704 20,435 38,154 - 35,279 (2,875) -7.54% Contractual services 3030 Other professional services 7,612 5,896 6,617 18,545 19,245 700 3.77% 3210 Electricity 118,330 110,253 119,147 128,000 128,000 - 0.00% 5150 Repairs, utilities 538 - - - - - - 0.00% Total contractual services 126,480 116,149 125,764 146,545 - 147,245 700 0.48% Total water production 203,086 172,967 188,349 228,365 - 227,672 (693) -0.30% 145,489 130,853 146,199 184,699 182,524 - Total expenditures 1,152,984 1,280,362 1,248,883 4,053,536 - 3,477,423 (576,113) -14.21% Revenues over (under) expenditures 72,232 92,142 340,054 (2,613,908) - (1,929,339) 684,569 -26.19% Add back: capital outlays - - - 2,305,000 - 1,626,000 (679,000) -29.46% principal payment on debt - - - 335,000 - 350,000 15,000 0.00% Change in net assets 72,232 92,142 340,054 26,092 - 46,661 20,569 78.83% Net Assets, beginning year 4,109,247 4,181,479 4,273,621 4,613,675 4,613,675 4,639,767 26,092 0.57% Net Assets, end of year 4,181,479$ 4,273,621$ 4,613,675$ 4,639,767$ 4,613,675$ 4,686,428$ 46,661$ 1.01% 751,328 823,042 825,664 3,556,668 2,945,204 49 Fund: 700 Department: 4825 Water Production Account Description 2020 2021 2022 2023 Description 1600 Supplies, operating 550 550 550 550 Computer supplies 800 800 800 800 Testing reagents 4,125 4,125 4,125 - Sulfur dioxide: 25 150# cylinders @ $1.10 per pound 10,400 10,400 10,400 15,000 Chlorine: 8 - 1 ton cylinders @ .65 per pound 10,350 10,350 10,350 7,000 Chlorine: 75 - 150 # cylinders @ $.92 per pound 7,400 7,400 7,400 7,400 Hydrofluosilic acid: 20,000 pounds @ $0.37 3,300 3,300 3,300 3,300 Chlorine neutralizer 850 850 850 850 Sand separator 37,775 37,775 37,775 34,900 2400 Uniforms 235 235 235 235 Uniforms 3.6% of $4,500 and clothing .4 FTE x $175 per contract 235 235 235 235 2410 Mats & towels 144 144 144 144 Share of floor mats & shop towels (3.6% of $4,000) 144 144 144 144 3030 Other professional services 2,000 2,000 2,000 2,700 Bacteria tests (15*$15*12 months)(+$200 Health Dept Rule) 800 800 800 800 Computer maintenance 5,500 5,500 5,500 5,500 DNR water permit fee (ann. surcharge)(14 - $3826, 15 - $4462, 16 - $4532) 1,120 1,120 1,120 1,120 Full scan tests - 4 @ $280 600 600 600 600 Minimum contamination level (MCL) tests 1,000 1,000 1,000 1,000 Radon tests 800 800 800 800 Random sample tests 1,425 1,425 1,425 1,425 MCES discharge permits (3*$475) 300 300 300 300 MNDPS - EPCRA program ($100/WTP) 5,000 5,000 5,000 5,000 Water Supply Plan 18,545 18,545 18,545 19,245 3210 Electricity 128,000 128,000 128,000 128,000 Electricity for wells, tower & reservoir 128,000 128,000 128,000 128,000 184,699 184,699 184,699 182,524 4,254,833 5,009,083 3,556,668 2,951,704 217.64%17.73%-29.00%-17.01% 50 2023 Budget Summary 2019 2020 2021 2022 Y-T-D 2023 Change from 2022 Actual Actual Actual Budget 09/30/22 Request Dollar Percent Sanitary Sewer (Fund 730): Revenues 3375 State pension contribution 447 586 407 - - - - 0.00% 3551 Spec. Assessments 668 594 6,319 - - - 0.00% 3610 Investment income 65,558 39,503 (12,515) 20,000 20,000 - 0.00% 3716 Penalties 13,871 6,673 12,303 10,000 10,000 - 0.00% 3719 Sewer inspection charge - 24,900 32,760 - - - 0.00% 3720 Utility sales 1,716,803 1,825,212 1,848,632 1,926,673 2,003,740 77,067 4.00% 3721 SAC charges 3,752 (2,485) 2,485 - - - 0.00% 3725 Utility connections 2,000 11,400 14,900 - - - 0.00% 3726 Penalties & interest 1,004 443 653 - - - 0.00% 3940 Capital Contributions 43,059 - - - - - - 0.00% 3972 Transfers from Vehicle Fund 100,000 - - - - - - 0.00% Total revenue 1,947,162 1,906,826 1,905,944 1,956,673 - 2,033,740 77,067 3.94% Operating expenses Billing Services (4820): Personnel services 0100 Salaries, regular 43,377 45,907 49,826 49,625 53,699 4,074 8.21% 0150 Salaries, part-time - - - - 2,250 2,250 0.00% 0300 Social security 2,913 3,333 3,467 3,796 4,280 484 12.75% 0321 PERA 2,718 2,922 3,035 3,721 4,198 477 12.82% 0322 GASB 68 Pension expense 101 (2,108) (27,108) - - - 0.00% 0400 Group insurance 7,237 7,460 7,488 6,281 6,984 703 11.19% 0500 Workers compensation 281 299 281 398 428 30 7.54% Total personnel services 56,627 57,813 36,989 63,821 - 71,839 8,018 12.56% Materials & supplies 1600 Supplies, operating - - - 50 - 50 - 0.00% Total materials & supplies - - - 50 - 50 - 0.00% Contractual services 3030 Other professional services 8,457 8,616 8,683 8,683 8,856 173 1.99% 3300 Postage 2,474 3,174 2,479 4,600 4,600 - 0.00% 3430 Printing 880 4,798 1,142 900 900 - 0.00% 3630 Training 1,176 - - 2,400 2,400 - 0.00% 5130 Repairs, equipment 4,978 4,899 6,360 8,832 9,107 275 3.11% Total contractual services 17,965 21,487 18,664 25,415 - 25,863 448 1.76% Miscellaneous: 9900 Transfers out to General Fund 80,446 82,859 85,345 87,905 - 90,542 2,637 3.00% 9900 Transfers out to Vehicle Fund 52,000 55,000 55,000 55,000 - 52,000 (3,000) -5.45% Total miscellaneous 132,446 137,859 140,345 142,905 - 142,542 (363) -0.25% Total Billing 207,038 217,159 195,998 232,191 - 240,294 8,103 3.49% 150,411 159,346 159,009 168,370 168,455 Infrastructure & Equip Maintenance (4823):168,455 Personnel services 100 Salaries, regular 206,001 245,524 251,794 263,829 267,786 3,957 1.50% 110 Salaries, overtime 7,081 6,813 11,629 9,597 9,532 (65) -0.68% 150 Salaries, part-time 3,884 4,082 - 9,920 20,085 10,165 102.47% 300 Social security 15,449 18,422 18,800 21,675 22,751 1,076 4.96% 321 PERA 15,413 18,506 18,707 20,509 21,643 1,134 5.53% 400 Group insurance 32,202 38,829 38,112 47,874 48,648 774 1.62% 500 Workers compensation 6,742 13,566 11,129 16,194 15,123 (1,071) -6.61% Total personnel services 286,772 345,742 350,171 389,598 - 405,568 15,970 4.10% 51 Fund: 730 Department: 4820 Billing Services Account Description 2020 2021 2022 2023 Description 1600 Supplies, operating 50 50 50 50 Utility billing supplies 50 50 50 50 3030 Other professional services 8,513 8,683 8,683 8,856 24.5% of audit (23-36,145, 24-36,870, 25-37,605, 26-38,360) 8,513 8,683 8,683 8,856 3300 Postage 3,300 3,300 3,300 3,300 3300 bills X $0.50 postage X 4 billings X 1/2 cost 800 800 800 800 Inserting & mailing bills (moved from 3030) 500 500 500 500 Late notices: 500 bills X $0.50 postage X 4 billings X 1/2 cost 4,600 4,600 4,600 4,600 3430 Printing 450 450 450 450 Envelopes 450 450 450 450 Utility bills (1/2 cost) 900 900 900 900 3630 Training 2,400 2,400 2,400 2,400 Seminars on new regulations, software updates, etc. INCODE training 2,400 2,400 2,400 2,400 5130 Repairs, equipment 4,477 4,701 4,936 5,183 Incode software support (30%)(5% annual increase per agreement) - 1,200 1,200 1,200 Incode UB support 330 350 350 350 Neptune reader maintenance (1/2 in water)(2019 first year $610) 1,800 1,800 1,800 1,800 Neptune software maintenance (1/2 in water) 495 520 546 574 Handheld interface support meter readers (50% water 50% sewer)(Incode) 7,102 8,571 8,832 9,107 9900 Transfers out 82,859 85,345 87,905 90,542 Transfer to General Fund for admin costs 55,000 55,000 55,000 52,000 Transfer to Vehicle & Equipment Fund for vehicle use 137,859 140,345 142,905 142,542 161,424 165,549 168,370 168,455 52 2023 Budget Summary 2019 2020 2021 2022 Y-T-D 2023 Change from 2022 Actual Actual Actual Budget 09/30/22 Request Dollar Percent Sanitary Sewer (Fund 730): Materials & supplies 1210 Supplies, bldg & grnds - 133 491 200 200 - 0.00% 1220 Supplies, vehicles 6,103 4,072 4,541 5,000 5,000 - 0.00% 1230 Supplies, equipment 5,805 2,713 5,205 5,350 6,350 1,000 18.69% 1240 Supplies, streets 62 - - 2,000 - 2,000 - 0.00% 1250 Supplies, utilities 2,821 509 1,209 2,900 2,900 - 0.00% 1260 Supplies, traffic control 132 133 - 300 300 - 0.00% 1600 Supplies, operating 5,062 4,785 4,523 8,850 8,850 - 0.00% 1700 Motor fuels 1,868 2,884 3,368 5,915 6,375 460 7.78% 2400 Uniforms 1,391 1,755 2,756 2,169 2,169 - 0.00% 2410 Mats & towels 682 942 844 728 728 - 0.00% Total materials & supplies 23,926 17,926 22,937 33,412 - 34,872 1,460 4.37% Contractual services 3030 Other professional services 19,664 21,922 8,818 26,006 41,456 15,450 59.41% 3100 Communications - telephone 1,931 3,129 2,424 2,356 2,906 550 23.34% 3200 Water & sewer 7,107 4,384 4,532 3,300 4,000 700 21.21% 3210 Electricity 2,406 2,357 3,340 2,100 2,500 400 19.05% 3230 Wastewater disposal - MCES 991,993 1,026,404 1,025,642 1,082,918 1,146,734 63,816 5.89% 3231 Wastewater disposal - Strength chg 761 - 2,389 6,000 - 4,000 (2,000) -33.33% 3610 Memberships 425 150 150 1,690 1,690 - 0.00% 3630 Training 2,471 861 3,614 7,530 7,530 - 0.00% 4010 Equipment rental 168 - - 500 - 500 - 0.00% 4800 Insurance 5,341 6,129 6,418 7,300 7,300 - 0.00% 5130 Repairs, equipment 7,089 7,237 10,238 12,550 12,550 - 0.00% 5140 Repairs, streets - - - 10,000 - 10,000 - 0.00% 5150 Repairs, utilities 2,601 - 15,700 17,500 - 37,500 20,000 114.29% 5160 Repairs, maintenance 2,754 5,127 1,229 12,500 - 10,000 (2,500) -20.00% Total contractual services 1,044,711 1,077,700 1,084,494 1,192,250 - 1,288,666 96,416 8.09% Capital outlays 7030 Equipment - - - - 25,000 25,000 0.00% 7050 Construction - - - 530,000 1,030,000 500,000 94.34% 7950 Depreciation 97,841 113,690 122,346 100,000 - 125,000 25,000 25.00% Total capital outlays 97,841 113,690 122,346 630,000 - 1,180,000 550,000 87.30% Miscellaneous: 9100 Contingency - - - 15,000 - 15,000 - 0.00% Total miscellaneous - - - 15,000 - 15,000 - 0.00% 1,166,478 1,209,316 1,229,777 1,870,662 2,518,538 2,518,538 Total infrastructure & equip maint 1,453,250 1,555,058 1,579,948 2,260,260 - 2,924,106 663,846 29.37% Total expenditures 1,660,288 1,772,217 1,775,946 2,492,451 - 3,164,400 671,949 26.96% Revenues over (under) expenditures 286,874 134,609 129,998 (535,778) - (1,130,660) (594,882) 111.03% Add back: capital outlays - - - 530,000 - 1,055,000 525,000 99.06% Change in net assets 286,874 134,609 129,998 (5,778) - (75,660) (69,882) 1209.45% Net Assets, beginning of year 4,023,265 4,310,139 4,444,748 4,574,746 4,574,746 4,568,968 (5,778) -0.13% Net Asset, end of year 4,310,139$ 4,444,748$ 4,574,746$ 4,568,968$ 4,574,746$ 4,493,308$ (145,542)$ -3.19% 1,316,889 1,368,662 1,388,786 2,039,032 2,686,993 53 Fund: 730 Department: 4823 Wastewater Infrastructure & Equipment Maintenance Account Description 2020 2021 2022 2023 Description 1210 Supplies, bldgs & grounds 100 100 100 100 Paint, bulbs, fuses, etc 100 100 100 100 Seed, dirt, sod, etc 200 200 200 200 1220 Supplies, vehicles 75 75 75 75 Air, oil, fuel & transmission filters 775 775 925 925 Fluids 125 125 2,500 2,500 Repair & replacement parts 600 600 1,500 1,500 Tires & batteries 1,575 1,575 5,000 5,000 1230 Supplies, equipment < $5000 650 650 650 650 Tune up parts 500 500 500 500 Hydraulic fluids & hoses 200 200 200 200 Cutting edges (skid loader) 300 300 300 300 Misc. replacement & repair parts 300 300 300 300 Light equip misc replacement & repair parts 1,000 1,000 1,000 2,000 Camera track and parts (CCTV) 300 300 300 300 Minor repairs 100 100 100 100 Gas detection device parts and supplies 2,000 2,000 2,000 2,000 Vactor cleaning nozzle parts and supplies (nozzle 2017, hose 2018) 5,350 5,350 5,350 6,350 1240 Supplies, streets 200 200 200 200 Tack coat 300 300 300 300 Dewatering rock/agg. base 2,000 2,000 1,500 1,500 Asphalt mix 2,500 2,500 2,000 2,000 1250 Supplies, utilities - - 1,500 1,500 Replacement pumps & motors 100 100 100 100 Filters, packings, relays, etc 300 300 300 300 Speed crete (mortar) 700 700 700 700 Repair parts 300 300 300 300 Manhole covers, adjust rings & bolts 1,400 1,400 2,900 2,900 1260 Supplies, traffic control 300 300 300 300 Traffic cones, work zone sign face, safety vests 300 300 300 300 1600 Supplies, operating 500 500 500 500 Additional & replacement hand tools 250 250 250 250 Glove & paper products 150 150 150 150 Disinfectant supplies 500 500 500 500 Camera supplies 1,500 1,500 1,500 1,500 First aid supplies, protective equip (add hearing equipment for 2017) 200 200 200 200 CD's, DVD's, software 250 250 250 250 Engineering supplies 700 700 700 700 Shop supplies, fastners, soap, degreasers, steet, batteries 500 500 500 500 Pipe, fittings, and accessories (connectors) 500 500 500 500 Locating supplies (paint, flags, markers, etc.) 5,000 5,000 3,500 3,500 Chemical blocks for lift stations 300 300 300 300 Filter replacement for sewer gas monitors 10,350 10,350 8,850 8,850 1700 Motor fuels & lubs 300 300 300 300 Fluids 600 600 600 600 Motor oil - 100 gallons $6 gal. 1,300 1,300 1,375 1,875 Unleaded fuel 500 gallons @ $3.75 2,480 2,480 2,640 3,600 Diesel fuel 800 gallons @ $4.50 4,680 4,680 4,915 6,375 2400 Uniforms 1,169 1,169 2,169 2,169 Uniforms 18.2% of $9,995 and clothing 2.0 FTE x $175 per contract 1,169 1,169 2,169 2,169 2410 Mats & towels 728 728 728 728 Share of floor mats & shop towels (18.2% of $4,000) 728 728 728 728 3030 Other professional services 750 750 750 750 Gopher State One Call locates 600 600 600 600 Consulting engineering services - annual lift station inspections 100 100 100 100 Fire extinguisher inspection/servcie (5 @ $20) - - - 15,000 Engineering study sewer line Silver Lake Rd - - - 450 Copier maintenance agreement (Split with 700) 1,106 1,106 1,106 1,106 Annual generator service/inspection 1,000 1,000 1,000 1,000 Asset management software 3,000 3,000 3,000 3,000 Arcview/GIS base map and engineering consulting (split with 700) 2,750 2,750 2,750 2,750 Safety Data Service (1/3 Water, 1/3 Storm Water) - - 16,700 16,700 Sewer I&I monitoring 9,306 9,306 26,006 41,456 3100 Communications - telephone 1,785 1,785 1,785 2,335 Cellular phone service 211 481 481 481 Data cards for SCADA (4)(25%) bal. in Water (40.01 per card per month) 90 90 90 90 800 Mhz radio license fee (33%)(5 radios @ $4.48 per month) 2,086 2,356 2,356 2,906 3200 Water & Sewer service 3,300 3,300 3,300 4,000 Estimated annual charge 3,300 3,300 3,300 4,000 3210 Electricity 2,100 2,100 2,100 2,500 Electricity for lift stations 2,100 2,100 2,100 2,500 45,044 45,314 66,174 85,734 54 THIS PAGE LEFT BLANK INTENTIONALLY 55 Fund: 730 Department: 4823 Wastewater Infrastructure & Equipment Maintenance (continued) Account Description 2020 2021 2022 2023 Description 3230 Met Council Environ. Servies MCE 1,024,104 1,025,643 1,082,918 1,146,734 Annual charge (increase 5.89% 2023, 5.58% increase in 2022) 1,024,104 1,025,643 1,082,918 1,146,734 3231 MCES Strength charges 6,000 6,000 6,000 4,000 Strength Charge 6,000 6,000 6,000 4,000 3610 Memberships 120 120 120 120 MN Rural Water Assoc. (50%) 1,400 1,400 1,400 1,400 Wincam membership 70 70 70 70 Suburban Utility Superintendant Association (SUSA)(50% of $100) 100 100 100 100 MN Safety Council (20%) 1,690 1,690 1,690 1,690 3630 Training 1,800 1,800 1,500 1,500 Collection operators training/renewal ($300 per person) 400 400 400 400 Tuition reimbursement (PW Mgt. Class - North Hennepin CC) 150 150 150 150 Computer training/webinars 110 110 110 110 Hearing test/R2K (2.15 FTE * $50) 1,200 1,200 900 900 Confined space/trench safety alternate years) 2,400 2,400 2,100 2,100 DACP Training 1,200 1,200 1,200 1,200 Class A license 1,000 1,000 750 750 Miscellaneous wastewater training (certified pipe inspector) 60 60 60 60 Maintenance Expo 300 300 300 300 Equipment operator training 60 60 60 60 Work zone safety seminar (every 3 years next 2020) 8,680 8,680 7,530 7,530 4010 Rental, equipment 500 500 500 500 Barricades & signs 500 500 500 500 4800 Insurance 7,300 7,300 7,300 7,300 Share of property/liability insurance 7,300 7,300 7,300 7,300 5130 Repairs, equipment 8,000 8,000 8,000 8,000 Repairs to Vactor (jet truck) 2,500 2,500 2,500 2,500 Repairs to camera van and camera equipment 1,000 1,000 1,000 1,000 Repairs to utility truck 250 1,050 1,050 1,050 Misc repairs 11,750 12,550 12,550 12,550 5140 Repairs, streets 10,000 10,000 10,000 10,000 Contractor restoration of pavement, bwd., etc... 10,000 10,000 10,000 10,000 5150 Repairs, utilities 2,500 2,500 2,500 2,500 Lift station repairs - - - 20,000 Groveland grinder 15,000 15,000 15,000 15,000 Sanitary collection system repairs 17,500 17,500 17,500 37,500 5160 System maintenance 5,000 5,000 5,000 4,000 Root control 4,500 4,500 4,500 4,000 Lift station maintenance/cleaning/pump service 4,000 4,000 3,000 2,000 Sewer debris disposal costs 13,500 13,500 12,500 10,000 7030 Capital, equipment > $5000 - - - - Vactor (includes auto chassis lube) - - - 25,000 Elevator for sewer camera trolly - - - 25,000 7050 Construction > $25000 175,000 175,000 500,000 1,000,000 Sewer pipe relining program (2022 deferred to 2023) 25,000 30,000 30,000 30,000 Manhole lining 130,000 - - - Upgrade Bronson lift station and nat gas generator (carryover from 2019) 330,000 205,000 530,000 1,030,000 7950 Depreciation 100,000 100,000 100,000 125,000 Estimated depreciation 100,000 100,000 100,000 125,000 9100 Contingency 15,000 15,000 15,000 15,000 Contingency - may include lift station impeller replacement at Bronson 15,000 15,000 15,000 15,000 1,591,068 1,468,677 1,869,662 2,518,538 56 2019 2020 2021 2022 2023 Change from 2022 Actual Actual Actual Budget Request Dollar Percent Street Lighting (Fund 740): Revenues 3610 Investment income 4,085 2,269 (846) 1,400 1,400 - 0.00% 3716 Penalties 966 492 864 700 700 - 0.00% 3740 Street lighting charges 103,901 103,917 104,208 104,412 104,412 - 0.00% Total revenue 108,952 106,678 104,226 106,512 106,512 - 0.00% Operating expenses Operations (4416) Personnel services 0100 Salaries, regular 6,714 10,556 10,298 9,638 10,490 852 8.84% 0110 Salaries, overtime 216 467 234 - - - 0.00% 0300 Social security 509 740 731 737 802 65 8.82% 0321 PERA 512 754 745 643 700 57 8.86% 0400 Group insurance 1,239 1,579 1,609 1,008 1,008 - 0.00% 0500 Workers compensation 254 273 246 376 391 15 3.99% Total personnel services 9,444 14,369 13,863 12,402 13,391 989 7.97% Materials & supplies 1600 Supplies, operating - - 855 1,000 1,000 - 0.00% Contractual services 3210 Electricity 74,287 85,607 80,271 82,500 82,500 - 0.00% 4800 Insurance 658 756 720 900 900 - 0.00% 5150 Repairs, utilities 1,402 1,508 - 2,950 2,950 - 0.00% 5160 Repairs, system maintenance - 2,431 - - - - 0.00% Total contractual services 76,347 90,302 80,991 86,350 86,350 - 0.00% Other 8021 Lease payable - interest (ESP)1,902 3,232 - - - - 0.00% 9900 Transfer to General Fund 2,854 2,940 3,028 3,119 3,213 94 3.01% Total other 4,756 6,172 3,028 3,119 3,213 94 3.01% 0 Total expenditures 90,547 110,843 98,737 102,871 103,954 1,083 1.05% Revenues over (under) expenditures 18,405 (4,165) 5,489 3,641 2,558 (1,083) -29.74% Add back: Capital outlays/Prin on debt - - - - - - 0.00% Change in net assets 18,405 (4,165) 5,489 3,641 2,558 (1,083) -29.74% Net assets, beginning year 90,064 108,469 104,304 109,793 113,434 3,641 3.32% Net assets, end of year 108,469$ 104,304$ 109,793$ 113,434$ 115,992$ 2,558$ 2.26% 81,103 96,474 84,874 90,469 90,563 90,563 2023 Budget Summary 57 Fund: 740 Street Lighting Fund Revenues Account Description 2020 2021 2022 2023 Description 3610 Interest revenue 1,400 1,400 1,400 1,400 Estimated interest earnings at 1%. 1,400 1,400 1,400 1,400 3716 Penalties 700 700 700 700 Estimated late fees on street lighting charges. 700 700 700 700 3740 Street lighting charges 104,412 104,412 104,412 104,412 Estimated utility charges for street lighting. 104,412 104,412 104,412 104,412 Fund: 740 Department: 4416 Operations 1600 Supplies, operating 1,000 1,000 1,000 1,000 Bulbs, ballasts, covers, etc... 1,000 1,000 1,000 1,000 3210 Electricity 78,500 78,500 82,500 82,500 Estimate 78,500 78,500 82,500 82,500 4800 Insurance 900 900 900 900 Share of property/liability insurance 900 900 900 900 5150 Repairs, utilities 2,950 2,950 2,950 2,950 Repairs to street and trail lighting. 2,950 2,950 2,950 2,950 8011 Lease payable (principal)7,572 - - - Energy savings program (LED trail lighting) 8021 Lease payable (interest)1,680 - - - Interest 9,252 - - - 9900 Transfer out 2,940 3,028 3,119 3,213 Transfer to General Fund for administrative overhead costs 2,940 3,028 3,119 3,213 95,542 86,378 90,469 90,563 3.84%-9.59%4.74%0.10% 58 2023 Budget Summary 2019 2020 2021 2022 Y-T-D 2023 Change from 2022 Actual Actual Budget Budget 09/30/22 Request Dollar Percent Storm Water (Fund 745): Revenues 3359 Other state grants 155 218 149 - - - - 0.00% 3610 Investment income (charges)56,980 34,677 (11,189) 16,000 16,000 - 0.00% 3716 Penalties & interest 2,683 1,502 2,719 1,500 1,500 - 0.00% 3718 Impact charges 10,716 1,250 212 - - - 0.00% 3730 Surface water charges 314,351 340,809 368,302 400,500 400,500 - 0.00% 3972 Transfer from other funds - - - - - 37,500 37,500 0.00% Total revenue 384,885 378,456 360,193 418,000 - 455,500 37,500 8.97% Operating expenses System Maintenance (4415): Personnel services 0100 Salaries, regular 81,732 97,585 96,292 97,984 103,163 5,179 5.29% 0110 Salaries, overtime 2,429 3,355 1,619 1,465 1,524 59 4.03% 0150 Salaries, part-time 7,451 4,560 4,440 10,240 14,817 4,577 44.70% 0300 Social security 6,814 7,666 7,635 8,392 9,141 749 8.93% 0321 PERA 6,033 6,762 6,581 7,459 8,695 1,236 16.57% 0322 GASB 68 Pension expens 218 4,495 (11,280) - - - 0.00% 0400 Group insurance 4,378 6,317 6,392 17,218 17,232 14 0.08% 0500 Workers compensation 2,298 2,521 2,083 3,192 3,302 110 3.45% Total personnel services 111,353 133,261 113,762 145,950 - 157,874 11,924 8.17% Materials & supplies 1230 Supplies, equipment 7,189 5,372 9,127 2,750 3,750 1,000 36.36% 1240 Supplies, streets 50 - 228 - - - 0.00% 1600 Supplies, operating 1,578 6,007 2,818 4,925 5,425 500 10.15% 1700 Motor fuels 1,547 1,951 2,304 2,475 3,375 900 36.36% 2400 Uniforms 972 482 606 470 470 - 0.00% 2410 Mats & towels 245 241 251 292 292 - 0.00% Total materials & supplies 11,581 14,053 15,334 10,912 - 13,312 2,400 21.99% Contractual services 3030 Other professional services 29,757 30,171 23,131 162,292 12,366 (149,926) -92.38% 3100 Telephone 1,015 1,007 1,177 872 1,540 668 76.61% 3610 Memberships 1,033 1,055 1,080 1,045 1,045 - 0.00% 3630 Training 555 161 716 1,695 1,695 - 0.00% 4010 Equipment rental - 5,165 2,860 3,000 3,000 - 0.00% 4800 Insurance 2,926 3,359 3,200 4,000 4,000 - 0.00% 5120 Repairs, vehicles 96 490 39 1,500 1,500 - 0.00% 5150 Repairs, utilities 40,959 90,461 59,405 90,000 90,000 - 0.00% Total contractual services 76,341 131,869 91,608 264,404 - 115,146 (149,258) -56.45% Capital outlays 7030 Equipment - - - - 31,000 31,000 0.00% 7050 Construction - 35,910 - 75,000 - 225,000 150,000 200.00% 7950 Depreciation 36,566 35,916 33,996 35,000 - 35,000 - 0.00% Total capital outlays 36,566 71,826 33,996 110,000 - 291,000 181,000 164.55% Miscellaneous: 9900 Transfer out 8,309 8,558 8,815 9,079 - 9,351 272 3.00% Total miscellaneous 8,309 8,558 8,815 9,079 - 9,351 272 3.00% Total System Maintenance 244,150 359,567 263,515 540,345 - 586,683 46,338 0.00% 132,797 226,306 149,753 394,395 428,809 0.00% 59 Fund: 745 Storm Water Revenues Account Description 2020 2021 2022 2023 Description 3610 Interest revenue 16,000 16,000 16,000 16,000 Estimated interest earnings at 1%. 16,000 16,000 16,000 16,000 3716 Penalties 1,500 1,500 1,500 1,500 Estimated late payment fees. 1,500 1,500 1,500 1,500 3730 Utility sales 285,000 320,000 340,000 340,000 Estimated surface water charges. 285,000 320,000 340,000 340,000 Fund: 745 Department: 4415 System Maintenance 1230 Supplies, equipment < $5000 1,500 1,500 1,500 2,000 Miscellaneous equipment & parts (AEBI parts, pole camera parts) 1,000 1,000 1,000 1,500 Filters, brakes, bulbs, wipers, tires, batteries, etc... 250 250 250 250 Hoses & nozzles - 4,000 - - Drone 2,750 6,750 2,750 3,750 1600 Supplies, operating 450 450 450 450 Concrete 2,000 2,000 2,000 2,500 Rain Garden mix, riprap, topsoil, seed and sod 175 175 175 175 Concrete adjustment rings 150 150 150 150 Hand tools 150 150 150 150 CD's, DVD's, software upgrade for camera van 2,000 2,000 2,000 2,000 Catch basin castings, pipe, approns, etc... 4,925 4,925 4,925 5,425 1700 Motor fuels 2,250 2,340 2,475 3,375 900 gallons unleaded @ $3.75 for utility truck 2,250 2,340 2,475 3,375 2400 Uniforms 470 470 470 470 Uniforms/clothing (7.3% of $4,500, .8 FTE x $175 per contract) 470 470 470 470 2410 Mats & towels 292 292 292 292 Share of floor mats & shop towels (7.3% of $4,000) 292 292 292 292 3030 Other professional services 5,750 5,750 5,750 5,750 Consulting engineers (LGU) - - 150,000 - Storm water system maintenance study 1,500 1,500 1,500 1,500 Arcview/GIS base map consulting 1,000 1,000 1,000 1,000 Asset management software 100 100 100 100 Fire extinguisher inspection/servcie (5 @ $20) 1,192 1,192 1,192 1,266 3.5% of audit (23-36,145, 24-36,870, 25-37,605, 26-38,360) 2,750 2,750 2,750 2,750 Safety Data Service (1/3 Water, 1/3 Sewer) 12,292 12,292 162,292 12,366 3100 Communications 782 782 782 1,450 Cell Phone service 90 90 90 90 800 Mhz radio license fee (33%)(5 radios @ $4.48 per month) 872 872 872 1,540 3610 Memberships 200 200 200 200 American Public Works Association (APWA)(25% of $800) 800 800 800 800 Minnesota Cities Storm Water Coalition 45 45 45 45 MN Safety Council 1,045 1,045 1,045 1,045 3630 Training 200 200 200 200 Seminars & training sessions (Stormwater) 55 55 55 55 Hearing test/R2K (1.1 FTE * $50) 350 350 350 350 Safety training 500 500 500 500 NPDES compliance training 270 270 270 270 Erosion & Stormwater Maint. Certification 220 220 220 220 Equipment operator training 100 100 100 100 Computer/webinar training 1,695 1,695 1,695 1,695 4010 Equipment rental 6,000 3,000 3,000 3,000 Rent mini excavater for clean-outs 6,000 3,000 3,000 3,000 4800 Insurance 2,500 2,500 2,500 2,500 Share of property/liability insurance 1,500 1,500 1,500 1,500 Deductible 4,000 4,000 4,000 4,000 5120 Repairs, vehicles 1,500 1,500 1,500 1,500 Utility truck & equipment repairs 1,500 1,500 1,500 1,500 5150 Repairs & maint., utilities 30,000 30,000 30,000 30,000 Repair & maintain storm sewers, ponds, basins, and drainage issues 60,000 30,000 30,000 30,000 Storm sewer cleaning 30,000 30,000 30,000 30,000 Storm Sewer slip linning improvements 120,000 90,000 90,000 90,000 7030 Equipment > $5000 30,000 15,000 - - Silverview pond aerators 30,000 15,000 - - 7050 Construction > $25000 75,000 75,000 75,000 225,000 Storm water projects (Lois culvert repairs $150,000) 75,000 75,000 75,000 225,000 7950 Depreciation 35,000 35,000 35,000 35,000 Estimated depreciation 35,000 35,000 35,000 35,000 9900 Transfer out 8,558 8,815 9,079 9,351 General Fund 8,558 8,815 9,079 9,351 306,649 262,996 394,395 397,809 60 2023 Budget Summary 2019 2020 2021 2022 Y-T-D 2023 Change from 2022 Actual Actual Budget Budget 09/30/22 Request Dollar Percent Storm Water (Fund 745):397,809 Street Sweeping (4417): Personnel services 0100 Salaries, regular 13,366 13,830 14,055 13,544 14,091 547 4.04% 0110 Salaries, overtime 402 707 372 1,465 1,524 59 4.03% 0300 Social security 1,018 1,080 1,073 1,148 1,195 47 4.09% 0321 PERA 992 1,064 1,028 1,126 1,171 45 4.00% 0400 Group insurance 866 910 930 2,880 2,880 - 0.00% 0500 Workers compensation 549 515 475 657 617 (40) -6.09% Total personnel services 17,193 18,106 17,933 20,820 - 21,478 658 3.16% Materials & supplies 1230 Supplies, equipment 8 - 7,367 2,500 3,500 1,000 40.00% 1600 Supplies, operating 279 2,850 4,323 3,500 4,500 1,000 28.57% 1700 Motor fuels 3,147 2,776 3,655 4,300 4,300 - 0.00% 2400 Uniforms 102 70 141 116 116 - 0.00% 2410 Mats & towels 58 56 66 72 72 - 0.00% Total materials & supplies 3,594 5,752 15,552 10,488 - 12,488 2,000 19.07% Contractual services 3030 Other professional services 8,688 - - - - - 0.00% 3530 Disposal - - - 10,000 - 10,000 - 0.00% 3630 Training - - 164 280 - 280 - 0.00% 5130 Repairs, equipment 1,608 - - 4,000 4,000 - 0.00% Total contractual services 10,296 - 164 14,280 - 14,280 - 0.00% Miscellaneous: 9900 Transfer out 31,000 33,000 33,000 35,000 - 35,000 - 0.00% Total miscellaneous 31,000 33,000 33,000 35,000 - 35,000 - 0.00% Total street sweeping 62,083 56,858 66,649 80,588 - 83,246 2,658 3.30% 44,890 38,752 48,716 59,768 61,768 35,000 Total expenditures 306,233 416,425 330,164 620,933 - 669,929 48,996 7.89% Revenues over expenditures 78,652 (37,969) 30,029 (202,933) - (214,429) (11,496) 5.66% Add back: Capital outlays - - - 75,000 - 256,000 181,000 241.33% Change in net asssets 78,652 (37,969) 30,029 (127,933) - 41,571 169,504 -132.49% Net assets, beginning year 3,229,022 3,307,674 3,269,705 3,299,734 3,299,734 3,171,801 (127,933) -3.88% Accounting Change GASB 68 pension Net assets, end of year 3,307,674$ 3,269,705$ 3,299,734$ 3,171,801$ 3,299,734$ 3,213,372$ 41,571$ 1.31% 177,687 265,058 198,469 454,163 490,577 61 Fund: 745 Department: 4417 Street Cleaning 1230 Supplies, equipment < $5000 2,500 2,500 2,500 3,500 Misc. sweeper repairs - belts, pumps, hoses, filters, etc. 2,500 2,500 2,500 3,500 1600 Supplies, operating 2,300 2,300 2,300 2,600 Gutter brooms 700 700 700 1,000 Belts, pumps, hoses, filters, etc... for sweeper 100 100 100 150 Gloves, hearing protection, etc... 400 400 400 750 2 dirt shoes 3,500 3,500 3,500 4,500 1700 Motor fuels 2,800 2,800 3,300 3,300 Diesel fuel - 1000 gallons @ $3.30 1,000 1,000 1,000 1,000 Hydraulic oil - 4 changes 3,800 3,800 4,300 4,300 2400 Uniforms 116 116 116 116 Uniforms/clothing (1.8% of $4,500, .2 FTE x $175 per contract) 116 116 116 116 2410 Mats & towels 72 72 72 72 Share of floor mats & shop towels (1.8% of $4,000) 72 72 72 72 3530 Disposal 50,000 25,000 10,000 10,000 Sweeping pile disposal (estimated 5 year project) 50,000 25,000 10,000 10,000 3630 Training 250 250 250 250 NPDES compliance training 30 30 30 30 Maintenance Expo 280 280 280 280 5130 Repairs, equipment 4,000 4,000 4,000 4,000 Sweeper repairs 4,000 4,000 4,000 4,000 7030 Equipment > $5000 - - - 37,500 T76 T4 Compact Track Loader (skidsteer)(1/2 in Water) - - - 37,500 9900 Transfer out to Vehicle & Equip 33,000 33,000 35,000 35,000 Transfer to Vehicle & Equip Fund for future replacements 33,000 33,000 35,000 35,000 97,268 72,268 59,768 99,268 403,917 335,264 454,163 497,077 3.18%-17.00%35.46%9.45% 62 THIS PAGE LEFT BLANK INTENTIONALLY 63